CS01 step by step_ Creating a Bill of Materials - Automate_Studio - Latest

Automate Studio with Evolve User Guide

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Automate > Automate Studio
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Automate Studio
Automate Studio with Evolve User Guide
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How Do I
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This document describes how you can use Automate Transaction in Studio v11 to create bill of materials in the SAP Business Suite from data in Microsoft Excel using the SAP transaction CS01. The following example will show how to use the Transaction loop feature to upload multiple-item BOMs from Excel into SAP. StepsRecord

  1. Start Automate Studio from the desktop shortcut or from the Windows Start menu.
  2. Click New.

    file new

  3. Click Transaction, and then click Create from Recording.

    click transaction create from recording

  4. Choose the SAP system that you want to use, enter the appropriate user data, and then click Log On to SAP.

    log on to sap

    If you do not see the SAP system that you want, click Advanced SAP Logon, click Add System, provide the system information, and click OK.

  5. In the Transaction code box, type CS01.

    type the transaction code in the transaction code box

  6. Leave the recording mode as Standard. If you do not see Standard, click Change, click Non-Batch Input Mode With SAP Controls, and click OK.

    Note: For most transactions, the default mode is Standard, and the Automate Function Module (WFM) selects the optimum mode for the t-code that is being recorded. If the WFM is not installed, Non-Batch Input Mode Without Controls will work for most transactions. The difference between Without SAP Controls and With SAP Controls is just a matter of what tools are on the transaction screens. Non-Batch modes are necessary for downloading information from SAP transactions, or for Finance or HR transactions in which there are Dynamic Actions executing or user parameter values being used; otherwise, if you do not have access to Non-Batch modes, you can try recording in Batch Mode. For more information, see the Recording modes topic (Connect mode or Foundation mode).

  7. Click Start Recording.

    start recording button

    The CS01 transaction starts.

    Note: The following screens may vary according to the way your SAP system has been configured.

    To make this process repeatable by Transaction, there will be a few modifications to the process compared with how you would manually create a bill of materials. These differences will be identified throughout the rest of this document.

  8. Enter header data into the initial screen:
    • Material
    • Plant
    • BOM Usage
    • Alternative BOM

    create material bom initial screen

    Important: The next step might be different from the manual entry process.

  9. Press Enter to continue.
  10. On the second line of the grid, enter the BOM Component information:
    • Item Number
    • Item Category
    • Component
    • Quantity

    Be sure to enter the Item Number. Otherwise, it will default to 0020.

    general item overview

    Important: These steps will most likely be different from the manual entry process.

  11. Press Enter.
  12. Enter the line item data on the General Data screen.

    item general data

  13. Press Enter.
  14. Enter the line item data on the Status/long text screen.

    item status long text

  15. Press Enter. This shifts the entry to line 1.
  16. Click the New entries button to enter the next item.

    new entries button

  17. Enter the next line item by repeating steps 14-18.
  18. Select the second line in the grid.
  19. Click the New entries button.
  20. Click the Save button to save the BOM. This will also end the recording.

    save button in s a p gui

After Studio finishes compiling the script, it will take you to the Map tab.


It is now time to create the mapping for this transaction. Mapping a script is just a matter of connecting SAP fields to fields in your data file. Transaction provides a Mapper to facilitate this process.

Auto Mapping will map the entire script to an Excel spreadsheet in the order that they appear in the Mapper. Because of the complexity of this transaction, we will map the fields manually instead.

The screenshot below shows the Basic View tab of the Mapper.

In each row of the Mapper, you will see:

  • Mapper row number: This is just a reference number.
  • Enable flag: only enabled Mapper rows will be executed by Transaction.
  • Field Description: The label associated with the SAP technical field name.
  • Field Name: The SAP technical field name.
  • Field Type & Length: For example, String or Decimal, and the padding options.
  • Mapping direction: Fixed Value, Excel to SAP, SAP to Excel (or, if mapping to Access: Access to SAP, SAP to Access).
  • Value: Values assigned to the SAP field; either fixed values or mapped locations in the associated data source.

Note: The Properties pane is also displayed, but it is not shown below.

basic view of mapper

In the Data Set panel, you will see a preview screen of the selected data source type.

To change the data source type, click the drop-down menu under the Data Set tab and choose the data source type that you want.

change data source type drop down menu

The preview will change to reflect the choice. In this case, we will use Excel.

  1. To map the script to the data source, you will drag in the direction that the data will move. For this script, you are uploading data from Excel to SAP, so you will drag from Excel to the Mapper.

    Map the Header data first:

    Click column B, drag it up, and drop it onto row 2 (Material Number).

    Continue this process for Plant, BOM Usage, and Alt BOM by dragging column C to row 3, column D to row 4, and column E to row 5.