VA01 step by step_ Creating a sales order with reference - Automate_Studio - Latest

Automate Studio with Studio Administrator User Guide

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Automate Studio
Automate Studio with Studio Administrator User Guide
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VA01 step by step: Creating a sales order with Automate Transaction

This document describes how you can use Automate Transaction in Studio v11 to create a sales order in the SAP Business Suite from data in Microsoft Excel using the SAP transaction VA01.



  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 VA01.

    type va01 in transaction code box

  6. Leave the recording mode as Standard. If you do not see Standard, click Change, click Non-Batch Input Mode Without SAP Controls, and then 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, Batch Input mode will suppress dynamic actions executed by SAP (i.e., ATP). This usually allows all sales order to be repeatable without having ATP checked with in the system.

    To read or download information from SAP, click Non­Batch Input Mode Without SAP Controls.

    To add long text (wrapped text) to header text or line item text, click Non-Batch Input Mode With SAP Controls.

    For more information, see the Recording modes topic (Connect mode or Foundation mode).

  7. Click Start Recording.

    start recording button

    The VA01 transaction starts.

    Note: The screens might appear slightly different in the recording mode because we are using a background mode.

  8. Enter the Order Type (OR), the Sales Organization, the Distribution Channel, and the Division.

    initial screen

  9. Enter the Header data, and then press Enter.


  10. In the line item grid, click in the second line and enter the data for that line item. Do not press Enter.


  11. Click the Create item button.

    create item button

    The line item moves up to the first row.

  12. Click in the second row again, enter the second line item, and then click the Create item button.

    overview ready to add new item

  13. Click Save. This will end the recording.

    s a p save button

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.