Attaching documents

New features in TRANSACTION version 10.6/10.7 > Advanced mapping > Attaching documents

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Attaching documents

Sales order and material processes in SAP often include the capability to attach and upload supporting documents along with the data upload. For the following types of transactions, you might want to attach these types of documents:

Personnel (PA30) - Social Security/national insurance paperwork, proof of residency or citizenship, work permits, passport scans, personnel photos, training certificates
Sales Order – Faxed orders, PDF files, invoices, POs, purchase requisitions
Material Master - Drawings
BOMs - Drawings
Customer – Credit reference, registration certificates
Vendor – Credit reference, registration certificates

In TRANSACTION, document attachment is available for recordings in GUI scripting, and also for recordings in non-batch and batch mode. Document attachment is particularly adapted to use with forms. It is not currently available for create transactions, but is available for the following t-codes, which are defined in ShuttleRule.xml:


T-code	Required metadata
AS02/AS03	Company Code, Main Asset Number, Asset Subnumber
MM02/MM03	Material Number
FB02/FB03	Company Code, Document Number, Fiscal Year
VA02/VA03	Order Number
ME52N/ME53N	Requisition Number
ME22N/ME23N	Order Number
XD02/XD03 FD02/FD03	Customer Number
XD02/XD03 FD02/FD03	Customer Number
XK02/XK03 MK02/MK03 FK02/FK03	Vendor Number
PA30	Personnel Number

The following document formats can be uploaded:

PDF
TIFF
JPEG
PNG
DOC (X)
XLS(X)
TXT

Using attached documents with CENTRAL and web services

Document attachment is available for web services.

Note: Documents can be attached only for manual runs and not for autopost jobs or scheduled jobs.

Special considerations when attaching documents

Only one document can be attached per run. It best practice is to attach only essential documents. A 5MB limit per document exists, so consider limiting the number of documents that you attach.

To attach documents

In TRANSACTION, record a transaction or open a script that was made from an appropriate transaction.
Open the script in the Mapper.
On the Edit tab, click Add File Attachment Rows.
The new row is added below the Log Column row

.
For ease of mapping, click the Basic tab. Drag the Preview column that you want to map to the Attachment Location row. Save the Excel preview file.
Open the Excel template in Excel. Under the Attachment Location column, add the local path to the document.
Click Run. The document is uploaded to SAP.

Also in this section

Editing in the Mapper

Filtering mapper settings

Advanced looping capability

Setting conditions: IF statements

Validating data

Validate by list

Compensating for missing SAP screens and fields

Editing a TRANSACTION script