Approved Characteristic Download

This integration downloads SOW characteristic information.

Connector Overview

Component	Detail
Company Type	Buyer
Version Type	1.0
Format	CSV
Prerequisites	Company Details Setting must be turned on for Integration – Approved Characteristic Download. User role permission must be turned on for Upload Data and Download Data.
Predecessors	Statement of Work
Related Connectors	N/A

Triggering Events

Any characteristic that is in Approved, Invoiced, or Paid status since last run date will be downloaded.

File Formatting

Detail

Column Header Name	Data Type	Length	Enabled by Default?	Value(s)/Format	Description/Use/Field Rules
SOW Line Item ID	Text	16	Yes	Examples: XXXXPE00000001 XXXXPM00000004 XXXXPS00000002 XXXXTU00000003	SAP Fieldglass SOW Line item ID.
SOW ID	Text	16	Yes	Example: XXXXTQ00000001	SOW FG ID corresponding to the characteristic.
Revision	Number		Yes	Example: 2	Revision of the SOW corresponding to the characteristic.
Characteristic Type	Text	100	Yes	Example: Milestone Schedule Fee Management Event Holdback	Which type of characteristic it is.
Sequence Number	Number		Yes	Example: 3	Sequence number given in the SOW for each characteristic.
Buyer Defined Sequence Number	Text	100	Conditional		Buyer defined sequence number for SOW line item. Company configuration ‘Buyer-defined sequence on line items’ must be enabled.
Name	Text	100	Yes		Name given to the characteristic when it was entered in the SOW.
Description	Text	1000	No		Description of the characteristic.
Status	Text	50	Yes	Example: Approved Deleted Invoiced	Status of the characteristic.
Supplier Code	Text	6	Yes		Supplier code corresponding to the characteristic.
Submit Date	Date		Yes		Date when the characteristic was submitted. This field is found on event and fee characteristics.
Approved Date	Date		Yes		Date when the characteristic was approved.
Cost Center Code	Text	200	Yes		Cost center corresponding to the characteristic.
Cost Center Allocation %	Decimal		Yes	Example: 17.50	Allocation % of for each of the cost center present in the characteristic. If company configuration 'Cost Allocation Percentage decimal precision' is enabled, this field shows zeros beyond the precision value set digit.
Cost Bearing	Text	3	Conditional	Valid values are: Yes No	Indicates if cost center is cost bearing or for statistical purposes. Company configurations 'Cost bearing' and 'Statement of Work' must be enabled.
Requested Amount	Decimal		Yes	Example: 2500.00	Requested amount of the characteristic.
Final Amount	Decimal		Yes	Example: 2500.00	Final amount of the characteristic.
Amount	Decimal		Yes	Example: 2500.00	Amount per line in the fee characteristic.
Maximum Budget	Decimal		Yes	Example: 2500.00	Maximum budget amount of the corresponding SOW latest confirmed revision.
Spend to Date	Decimal		Yes	Example: 2500.00	Amount spend to date on the corresponding SOW.
Expected Date	Date		Yes	The download will show the date in the default format of the company which includes the following: MM/DD/YYYY DD/MM/YYYY YYYY-MM-DD	Expected completion date of the event.
Unit of Measure	Text	200	Conditional	Example: Percentage	Unit of measure of schedules or fee characteristics.
Maximum Units	Number		Conditional	Example: 45	Maximum units for schedules or fee characteristics. This shows the maximum amount of units allowed.
Units	Number		Conditional	Example: 14	Field found on the schedules and fee characteristics. This field shows the amount unit used.
Rate	Decimal		Conditional	Example: 17.50	Rate of the Fee characteristic.
Frequency	Text	15	Conditional	Valid Values: Daily Weekly Monthly Twice Monthly Quarterly Yearly	Field found on schedules and management events that are reoccurring.
Start Period	Date		Conditional	The download will show the date in the default format of the company which includes the following: MM/DD/YYYY DD/MM/YYYY YYYY-MM-DD	Field found on schedules and management events that are reoccurring.
Date Range Start	Date		Conditional	The download will show the date in the default format of the company which includes the following: MM/DD/YYYY DD/MM/YYYY YYYY-MM-DD	Field found on Schedules and Management Events that are reoccurring.
Date Range End	Date		Conditional	The download will show the date in the default format of the company which includes the following: MM/DD/YYYY DD/MM/YYYY YYYY-MM-DD	Field found on Schedules and Management Events that are reoccurring.
Submitted By Username	Text	100	No		User name of the user who submitted the characteristic to be approved. This field is found on Event and Fee characteristics.
Submitted By Name	Text	100	No	Display name on the UI.	Name of the user who submitted the characteristic to be approved.
Submitted By Id	Text	50	No		Employee ID of the user who submitted the characteristic to be approved
Owner Username	Text	100	No		User name of the characteristic owner.
Owner Name	Text	200	No		Name of SOW Owner
Owner ID	Text	50	No		Employee ID of SOW Owner
Task Code	Text	100	No	Valid SAP Fieldglass task code	1 to 1 relationship to characteristic
Business Unit Code	Text	100	No	Valid SAP Fieldglass business unit code	Business Unit of characteristic
GL Account Code	Text	100	No	Valid SAP Fieldglass general ledger account code	GL Account code of characteristic Company configuration ‘GLA allocation on job postings and statements of work is required’ must be enabled. This field is mutually exclusive with Segmented Object Detail field.
Segmented Object Detail	Text	2000	Conditional	Examples: IS\|Admin\|12001 IS-Admin-12001 IS;Admin;12001 IS:Admin:12001	Segmented Object Detail string. Segments will be separated by delimiter on the Segmented Object. Valid delimiters are colon (:), semi-colon (;), pipe (\|) and dash (-). Required if 'Segmented object detail' configuration set. This field is mutually exclusive with GL Account fields. Note – more than one string can appear for a cost center.
Defined By	Text	25	No	Examples: Supplier Buyer Supplier and Buyer	Indicates if the characteristic was defined by the buyer or the supplier.
Site	Text	100	No		Site of the characteristic.
Capitalized?	Text	3	No	Valid values are: Yes No	This value can be edited at the characteristic level.
PO Number	Text	100	No		PO Number of the characteristic.
Reason Code	Text	100	No	Valid SAP Fieldglass reason code	The reason code associated to the SOW Line Item revision. If revising Holdback item, the reason associated with the holdback. Company configuration 'Suppliers can submit revisions on invoiced SOW line items' must be enabled.
SOW Line Item Revision Type	Text	8	No	Valid values are: Original Reversed Revised	Type of Event, Fee, or Schedule revision Company configuration 'Suppliers can submit revisions on invoiced SOW line items' must be enabled.
SOW Line Item Revision Number	Number		No	Example: 1	The revision number of the SOW Line Item If revising Holdback, the revision number of the holdback. Company configuration 'Suppliers can submit revisions on invoiced SOW line items' must be enabled.
Commodity Code	Text	100	No	Commodity Code from the Contingent Work Order, Statement of Work, Event, Fee, Schedule, or SOW Worker. Example: 432231	Code for the commodity. This field must be manually configured to be in the download file template.
Commodity Code Description	Text	100	No	Commodity Code Description from the Contingent Work Order, Statement of Work, Event, Fee, Schedule, or SOW Worker. Example: Digital Mobile Network Infrastructure Equipment Components	Description of the commodity code. This field must be manually configured to be in the download file template.
Account Category	Text	100	No	Valid values are found in an Account Category Pick List. Examples: Internal Order Cost Center WBS Element	Identifies the type of Cost Center.
Discount	Decimal		No	Example: 123.45	Discount on the characteristic.
Final Amount after Discount	Decimal		No	Example: 1122.55	Final Amount after Discount on the characteristic.
Amount after Discount	Decimal		Conditional	Example: 344.66	Amount after discount per line in the fee characteristic.
Item Category	Text	100	Conditional	Valid values are: Item Set Standard Limit	Defines whether the line item is of type Item Set, Limit, or Standard which are parent, planned or unplanned work. Using the Item Category of 'Limit' creates a PO Line for a specified amount. Using the Item Category Type of 'Standard' creates a PO Line where the Qty, Unit, and Unit Rate can be specified. Only applicable for hierarchical events. This field is visible only at the last level event.
Product Type	Text	100	Conditional	Valid values are: Material Service	Defines whether the line item is of type 'Material' or 'Service'. A Purchase Order from S/4 can have a mixture of both Service and Material lines which need to be visible in both SAP Fieldglass (SOW) and SAP Ariba. 'Material' lines are Read Only and cannot be completed. They are excluded from budget calculation and validations in SAP Fieldglass. 'Service' lines are completed in SAP Fieldglass. Only applicable for hierarchical events. This field is visible only at the last level event.
Unit Tolerance %	Decimal		Conditional	Example: 10.500	The percentage tolerance allowed on units and amount of 'Standard' type line items. The percentage can be up to 3 decimal places. This field only appears in the download if the sysenv= SOW_CREATION_TYPE_ENABLED is enabled and Creation Type = Integration. Only applicable for hierarchical events. This field is visible only at the last level event.
Units with Tolerance	Decimal		Conditional	Example: 5	Maximum tolerance units for 'Standard' type line items. This field only appears in the download if the sysenv= SOW_CREATION_TYPE_ENABLED is enabled and Creation Type = Integration. Only applicable for hierarchical events. This field is visible only at the last level event.
Amount with Tolerance	Decimal		Conditional	Example: 150.25	Maximum tolerance amount for 'Limit' type line items. This field only appears in the download if the sysenv= SOW_CREATION_TYPE_ENABLED is enabled and Creation Type = Integration. Only applicable for hierarchical events. This field is visible only at the last level event. This field is not visible to supplier if event's Item Category = Standard.
Final Entry	Text	3	Conditional	Valid values: Yes No	Indicates if this line item is the final entry. Only applicable to Event Hierarchy for a Standard or Limit itemization. Otherwise, this field is blank.
[c] Custom Fields	Conditional		No	Format: [C] Custom Field Name	All the enabled custom fields will be downloaded in this format unless the column name is customized.
Event Account Category	Text	500	No	A valid SAP Fieldglass account category.	The Account category of the event.

Unique Identifier

SOW ID field
Cost Center Code field
GL Account field

Custom Fields

The download file will include custom fields from various modules in SAP Fieldglass. The specific modules are:

Cost Center
Business Unit
Supplier
Buyer
Site
Statement of Work
SOW Revision
Event
Fee
Management Event
Schedule

The client can specify the custom fields that they wish to include in the file and the order in which they want to see in the file.

At the time the connector is activated for the client, the client will be required to supply a list of the custom fields and their order. This list will be stored in SAP Fieldglass against the setup of the connector. If no custom fields are supplied, the download will not include any custom field values.

Custom fields that are included will always appear at the end of the column layout after all the native, either default or optional, SAP Fieldglass fields have been output.

User Selected Segments

Data set company configuration must be enabled to view this column. A column displays for each of the user selectable segments that are associated to the event's Item Category.

General Conventions

SOW information will appear in the download if a triggering event has occurred since the last time the download was run. The Last Run Date is stored in SAP Fieldglass each time the connector is successfully run. Therefore, the download will pull any records that have changed since Last Run Date. If previous data is required again, you can contact your SAP Fieldglass representative and they can update this date to the date you request.

This is a multi-line download, if a SOW is associated with more than one cost center or GL Account, SOW information is downloaded in more than one record.

Assumptions/Tips

This download will pull holdback items that are in Approved, Invoiced, or Paid status.
Event Hierarchy Standard and Limit types can only be itemized.
Company Configuration 'Cost bearing' cannot be turned on when 'Allow Buyer to edit Line Item cost allocation when Buyer adds Line Items to Statement of Work' is turned off.
If the buyer company has multiple MSPs, when the MSP supplier user downloads records, they will see only records for their MSP.
Once the full Hierarchical Event is itemized, it stays in created status and will never be in the download. Only its event items will be pulled once they get approved.
An error occurs if the cost center defined at the header level is different from the one at the line item level, unless the rule 'Add and Remove Cost center while editing cost allocation' is enabled OR the SOW is in draft status.
Tolerance is the allowable amount of variation of a specified quantity. For example, if total units of an event = 10 and tolerance = 10%, this means the customer sets 10 units as the total allowed by default, but the system also allows an excess of 10% over the 10 units.
The system includes any inactive cost centers associated with the document.