Set up data transfer to EIS (SAP Library

Set up data transfer to EIS

This activity how you set up data collection from PS for evaluation in the Executive Information System (EIS).

The PS key fields offered for transfers are divided into "Accounting" and "Logistics".

The procedure for setting up data collection from PS is automated as far as possible, but some manual refinements are necessary. The data transfer itself is fully automated. You start it in the relevant Project System menu or the EIS menu.

There are customer enhancements to the Project System and EIS which you can use to adapt the data transfer to your particular requirements.

Activities

You must carry out the following in the IMG for the Project System and EIS:

1. Select the

key figures and master data characteristics you want to transfer.

For performance reasons, you need to enter restrictions here. Select the key figures and characteristics from the following areas:

Master data characteristics (project definition, project type, ...)

Accounting indicators (costs, revenues, payments, budget, ...)

Logistical indicators (work, dates, duration, including respective units)

The system generates and activates the sender structures PSGENACC and PSGENLOG for the selected characteristics and key figures. You must transport the structures manually in the usual way. To this end, create a transport request and enter the following objects in it:

LIMU TABD PSGENACC

LIMU TABD PSGENACC2

LIMU TABD PSGENLOG

LIMU TABD PSGENLOG2

LIMU TABD PSGENERB

LIMU TABD PSGEN

Create transport requests

Edit characteristics

You copy the PS characteristics into EIS using the EIS IMG. Specify either table PSGENACC or PSGENLOG. These tables contain only the only the characteristics and key figures already selected. Alternatively, you can specify tables PSEISACC or PSEISLOG. They contain all the PS characteristics and key figures.

Choose Transfer fields to obtain a list of the fields for all the PS characteristics contained in the table. Select the fields you want to transfer to EIS characteristics. Note that some fields are already in the standard field catalog delivered by SAP. You do not need to transfer these characteristics again.

You may need to change the names of the characteristics because only four or five characters are allowed in the customer name range for EIS characteristics.

In the overview of selected characteristics, there is a detail screen with a Further settings section wher you can define how the characteristics appear in the information system. Save and activate your characteristics.

The selected characteristics from the tables are transferred to the field catalog where they are then available for use in forming aspects in EIS.

Transfer basic key figures

You transfer key figures from the generated structures to EIS using the EIS IMG.

Key figures are transferred in the same way as characteristics. However,you must always manually process key figures further, to stipulate the reference currency and unit of measure precisely. You will have to distinguish between three groups of key figures:

Accounting key figures (amounts in controlling area currency)

In the detail screen, you must select the reference currency indicator on the Amount tab and specify the reference characteristic CONARE and reference table TKA01.

Accounting indicators (amounts in object currency)

In the detail screen, you must select the reference currency indicator on the Amount tab and specify the reference characterist OWAER and reference table TCURC.

Logistics key figures (quantities)

In the detail screen, you must select the indicator Unit of measure managed in data record on the Quantity tab.

Edit aspect

Create aspects and, if required, view aspects with the characteristics and key figures you have defined. It is a good idea to create seperate aspects for accounting and logistics data because separate sender structures are used for these areas.

Depending on the hardward you have, performance problems may arise during the data transfer if the aspects created contain too many data records.

As a guide, the aspects created should contain a maximum of two million data records. The number of data records is calculated on the basis of the number of characteristics selected.

Example

The example below illustrates the calculation of the required data records:

Characteristic	Number
Period	12
Fiscal year	5
Version	1
Controlling area	1
Project definition	10 000
Responsible	3

The number of data records required is calculated by multiplyin the values. In the example, the resulting number is 1.8 million data records.

Customize Data Collection Programs

You customize the data collection program in the EIS IMG where you set up the sender structures and transfer rules. You must create separate programs for accounting and logistics.

Select the appropriate area and execute. Specify the aspect you created earlier.

You must then maintain the transfer rules for the sender structure (PSGENACC or PSGENLOG). Usually, the system adopts the transfer rules automatically using Generate rule default . Check whether the relevant field for the characteristics from the sender structure appears in the "Sender field" column and that for the key figures appears in the "Formula" column. You should set the Overwrite indicator and Sum operand for all key figures. For logistics key figures, you must, in the detail screen, create the connection to the unit fields in the sender structure by means of either a target unit or a reference sender field.

Further Notes

If you want to create the data collection programs again - for example, for a different aspect, you must first delete the one already created. You can change the transfer rules when you create the programs again.

Maintain transfer rule.