ERP Import MOD009BTI Up to S 39.5.4

From server version 39.5.4, PLANTA provides PLANTA link, a universal interface which replaces the previous ERP interface. To learn more, please refer to the Universal Interface topic.

Presettings

• The settings for the file which is imported are defined in the technical (indirect) 009BTR ERP Import Actual Load and 009BTU ERP Import Liability modules.
• If individual settings are required by the customer (regarding filter, summarization, structure etc.) the above mentioned modules have to be adapted.
• Please consider that the sequence of data fields in the modules (data areas) corresponds to the sequence in the file.
  • Data field 1 in the module = column 1 in the file etc.

Information

• The import is carried out in two steps.
  • In the first step, the data from a import file is copied to the interim table (DT591).
  • In the second step, the data is imported from the interim table to the PLANTA load table (DT472 for actual loads) or to the PLANTA project table (DT461 for liability data).

Procedure

• Step 1
  • In the input field in the Import parameter area, select the ID of the required configuration with the preset import parameters.
  • Click on the Select button.
  • A copy of the selected configuration is created and saved in the current module.
    • Therefore, changes can be made afterwards before the transaction is started so that the original setting (in the Import Parameter Maintenance module) is overwritten.
  • Click on the Import file button.
  • The data of the file is read and saved in the pool table DT591.
    • While reading, their format and availability in PLANTA project is checked.
  • After import, the data is listed and displayed sorted by SAP status.
    • Incorrect records receive SAP status 13 with a comment in the SAP information column.
    • Valid data receive SAP status 10 for actual loads and SAP status 11 for liability data.
    • If the data is imported in the wrong format or if the columns are not specified in their correct order, they receive SAP status 99. The error description is saved in a log file in the server directory.
    • If the Approval by PL required field is filled, these records are marked with SAP status 12 and must be approved by the project manager responsible.
      • For this purpose, activate the Approved checkbox. This checkbox is hidden by default but can be displayed.
    • If there are resource assignment records in the external system that do not exist in the PLANTA system (DT466), they are created automatically in PLANTA.
  • The import file is also marked as imported so it cannot be imported again.
• Step 2
  • Correct records can be transferred to DT472 or DT461 by clicking on the Transfer to DT472 button; incorrect records remain.
  • By activating the Post all incorrect records to checkbox and clicking on the Post to button, you can post incorrect records to projects, tasks etc.
    • If you have not transferred the valid data before, this is now done automatically.

• The data imported to DT472/461 cannot be changed afterwards via the corresponding modules (e.g. Schedule). If you try to do so, an error message appears.