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Data Migration to SAP S/4HANA from File (BH5) CUSTOMER
Purpose 2017 SAP SE or an SAP affiliate company. All rights reserved. 1

Test Script CUSTOMER
SAP S/4HANA - 28-03-17
Data Migration to SAP S/4HANA from File (BH5)
Table of Contents
1 Purpose 3
2 Prerequisites 4
2.1 System Access 4
2.2 Roles 4
2.2.1 Technical Roles 4
2.2.2 Business Roles 5
3 Migration Objects 8
4 Business Conditions 14
5 Preliminary Steps 15
5.1 Adding Business Roles to the Data Migration User 15
5.2 Create Role from Template 16
5.3 Create data migration user and assign the role 17
6 Overview Table 18
7 Test Procedures 19
7.1 Start the SAP S/4HANA Migration Cockpit 19
7.2 Download Migration Template 20
7.3 Prepare Test Data 22
7.4 Transfer Migration Template Data 23
7.5 Confirm Imported Data in the SAP S/4HANA System 29
8 Appendix 31
8.1 General Topics and Limitations 31
8.1.1 When to create a new project? 31
8.2 Financials - General Topics 31
8.2.1 Document Types for Data Migration 31
8.2.2 Document Date 31
8.2.3 Posting Date 32
8.2.4 Value Date 32
8.2.5 Transferring Booking Account 32

1 Purpose
SAP S/4HANA customers can take advantage of a template-based migration approach built into SAP S/4HANA with the SAP S/4HANA Migration Cockpit. The SAP S/4HANA cloud packages
support a limited set of data migration objects, with support for additional objects planned for later inclusion.
Note The term SAP S/4HANA Cloud in this script is used only for the Software-as-a-Service Cloud offering by SAP. The term On-premise covers the SAP S/4HANA On-premise offering as well as
any SAP S/4HANA private cloud hosting offering.
This document provides a detailed procedure for testing the scope item after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section,
providing the system interactions (that is, test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see the Test Step column).
Customer-project-specific steps must be added.

2 Prerequisites
This section summarizes all prerequisites needed to conduct the test in terms of system, users, master data, organizational data, and other test data and business conditions.
2.1 System Access

The test should be conducted with the following system:
System Details
System Accessible via the SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.2 Roles
2.2.1 Technical Roles
Implementation Type
The following section is ONLY relevant for SAP S/4HANA Cloud.

Note Use the following standard test users or assign roles to testers to access the Migration cockpit, respectively:
Purpose Business Role ID Business Role Name
Migration Cockpit SAP_BR_CONFIG_EXPERT_DATA_MIG Configuration Expert - Data Migration

Prerequisites 2017 SAP SE or an SAP affiliate company. All rights reserved. 4
Implementation Type
The following section is ONLY relevant for the on-premise version of SAP S/4HANA.
Note The following SAP role templates which is copied by your System Administrator into your customers namespace and assigned to a user that migrates the data.
Purpose Role Name

SAP S/4HANA Migration Cockpit SAP_CA_DMC_MC_USER S/4HANA Migration - Data Transfer
SAP S/4HANA Migration Object Modeler SAP_CA_DMC_MC_DEVELOPER S/4HANA Migration - Data Modeling and Data Transfer
2.2.2 Business Roles
Implementation Type

Use the following standard test users. Or assign the roles to the testers to have the necessary authorization to load a specific object and to validate the data in the Fiori Launchpad:
SAP S/4HANA Cloud
Business Object Name Business Role ID Business Role Name
Activity Type SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead
Cost Center SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead
Profit Center SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead
Activity Price SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead
Internal Order SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead
Bank SAP_BR_CASH_MANAGER Cash Manager
Customer SAP_BR_BUPA_MASTER_SPECIALIST Master Data Specialist Business Partner Data
Supplier SAP_BR_BUPA_MASTER_SPECIALIST Master Data Specialist Business Partner Data
Accounts Receivable (Customer) Open Item SAP_BR_AR_ACCOUNTANT Accounts Receivable Accountant
Accounts Payable (Vendor) Open Item SAP_BR_AP_ACCOUNTANT Accounts Payable Accountant

Fixed Asset SAP_BR_AA_ACCOUNTANT Asset Accountant
G/L Account Balance SAP_BR_GL_ACCOUNTANT General Ledger Accountant
G/L Account Open Item SAP_BR_GL_ACCOUNTANT General Ledger Accountant
Exchange Rate SAP_BR_GL_ACCOUNTANT General Ledger Accountant
Inventory Balance SAP_BR_INVENTORY_MANAGER Inventory Manager
Material SAP_BR_PRODMASTER_SPECIALIST Master Data Specialist Product Data
Material Price Changefor global currencies SAP_BR_INVENTORY_ACCOUNTANT Cost Accountant Inventory
Material classification SAP_BR_PRODMASTER_SPECIALIST Master Data Specialist Product Data
Material inspection type SAP_BR_PRODMASTER_SPECIALIST Master Data Specialist Product Data
Purchasing Info Record SAP_BR_PURCHASER Purchaser
Purchase Order SAP_BR_PURCHASER Purchaser
Pricing Condition SAP_BR_PRICING_SPECIALIST Pricing Specialist

SAP_BR_PRICING_SPECIALIST_PRSV Pricing Specialist Professional Service
Contract (Purchasing) SAP_BR_PURCHASER Purchaser
Scheduling agreement SAP_BR_PURCHASER Purchaser
Source List SAP_BR_PURCHASER Purchaser
Sales Order SAP_BR_SALES_MANAGER (only display) Sales Manager

SAP_BR_INTERNAL_SALES_REP (create) Internal Sales Representative
SAP_BR_INTERNAL_SALES_REP_PRSV Internal Sales Representative - Professional Services
Sales Contract SAP_BR_SALES_MANAGER (only display) Sales Manager

SAP_BR_INTERNAL_SALES_REP (create) Internal Sales Representative
Batch SAP_BR_QUALITY_TECHNICIAN Quality Technician
Bill of Material (BOM) SAP_BR_PRODN_ENG_DISC Production Engineer Discrete Manufacturing
Work Center SAP_BR_PRODN_ENG_DISC Production Engineer Discrete Manufacturing

Routing SAP_BR_PRODN_ENG_DISC Production Engineer Discrete Manufacturing
Equipment SAP_BR_MAINTENANCE_PLANNER Maintenance Planner
Functional Location SAP_BR_MAINTENANCE_PLANNER Maintenance Planner
Equipment task list SAP_BR_MAINTENANCE_PLANNER Maintenance Planner
Functional location task list SAP_BR_MAINTENANCE_PLANNER Maintenance Planner
General task list SAP_BR_MAINTENANCE_PLANNER Maintenance Planner
Maintenance plan SAP_BR_MAINTENANCE_PLANNER Maintenance Planner
Characteristic SAP_BR_BOM_ENGINEER BOM Engineer
Class SAP_BR_BOM_ENGINEER BOM Engineer
Commercial Project Management (CPM) SAP_BR_PROJ_MANAGE_COMM Project Manager Commercial Services
Inspection method SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

SAP_BR_QUALITY_PLANNER (create) Quality Planner
Master inspection characteristic SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

QM catalog code group and code SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician
Inspection Plan SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

Selected Set SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

Selected Set code SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician


3 Migration Objects
Implementation Type
The following Migration Objects tested through Microsoft Excel XML Spreadsheet 2003. The availability of Migration Object per edition is listed in the next table. Please check the second table
of this section to see what Migration Objects are available for on-premise.
Business Object Name Area Business Object Type Migration Cockpit Object Name Technical Object
Name
Activity Type CO Master data Activity type SIF_LSTAR_CREATE
Cost Center CO Master data Cost center SIF_KOSTL_MASTER
Activity Price CO Master data Activity price SIF_ACT_PRICE
Internal Order CO Transactional data Internal order SIF_INTORDER
Profit Center FI Master data Activity price SIF_PRCTR_MASTER
Bank Master Data FI Master data Bank SIF_BANK_MASTER
Customer FI, SD Master data Customer SIF_CUSTOMER
Customer FI, SD Master data Customer extend existing record by new organizational lev- SIF_CUST_EXTEND
els
Supplier FI, MM-PUR Master data Supplier SIF_VENDOR
Supplier FI, MM-PUR Master data Supplier extend existing record by new organizational lev- SIF_VEND_EXTEND
els
Accounts Receivable (Customer) Open FI Transactional data Accounts receivable (Customer) open item SIF_AR_OPEN_ITEM
Item
Accounts Payable (Vendor) Open Item FI Transactional data Accounts payable (Vendor) open item SIF_AP_OPEN_ITEM
Fixed Asset FI-AA Master data + Transactional Fixed Asset incl. Balances SIF_FIXED_ASSET
data
G/L Account Balance FI Transactional data G/L balance SIF_GL_OPEN_ITEM

Migration Objects 2017 SAP SE or an SAP affiliate company. All rights reserved. 8
Name
G/L Account Open Item FI Transactional data G/L open item SIF_GL_OPEN_ITEM
Exchange Rate FI Master data Exchange rate SIF_EXCH_RATE
Inventory Balance MM-IM Transactional data Material inventory balance SIF_INVENTORYBAL
Material Master LO-MD Master data Material SIF_MATERIAL
Material Master LO-MD Master data Material long text SIF_MAT_LONGTEXT
Material Master LO-MD Master data Material consumption SIF_MAT_CONSUMP
Material Master CO Master data Exceptional case: Material Price Chng for global currencies SIF_MATPRICE_CHG
Material Master MD Master data Material extend existing record by new organizational lev- SIF_MAT_EXTEND
els
Material Master CA-CLF Master data Material classification SIF_CLF_MAT
Material Master QM Master data Material inspection type SIF_INSP_TYPE
Purchasing Info Record MM-PUR Master data Purchasing info record SIF_PURCH_INFREC
Purchase Order MM-PUR Transactional data Purchase order (only open PO) SIF_PURCH_ORDER
Pricing Condition SD, CO, MM- Master data Pricing condition SIF_CONDITIONS
PUR
Contracts (Purchasing) MM-PUR Transactional data Purchasing contract SIF_CONTRACTS
Scheduling Agreement MM-PUR Transactional data Scheduling Agreement SIF_SCHED_AGRMNT
Source List MM-PUR Transactional data Source list SIF_SOURCE_LIST
Sales Order SD Transactional data Sales order (only open SO) SIF_SALES_ORDER
Sales Contract SD Transactional data Sales contract SIF_SD_CONTRACT
Batch QM, SD, PP-PI Master data Batch SIF_BATCHES
Bill of Material (BOM) PP Master data Bill of material SIF_BOM
Work Center PP, QM Master data Work center SIF_WORK_CNTR

Name
Routing PP Master data Routing SIF_ROUTING
Equipment PM Master data Equipment SIF_EQUIPMENT
Functional Location PM Master data Functional location SIF_FUNC_LOC
Maintenance Task List PM Master data Equipment task list SIF_EQUI_TL
Maintenance Task List PM Master data Functional location task list SIF_FLOC_TL
Maintenance Task List PM Master data General task list SIF_GENMT_TL
Maintenance Plan PM Master data Maintenance plan SIF_MAINT_PLAN_2
Characteristic CA Master data Characteristic SIF_CHARACT
Class CA Master data Class SIF_CLASS
Commercial Project Management (CPM) CA-CPD Master data CPM project SIF_PROJECT
Inspection method QM Master data Inspection method SIF_INSP_METHOD
Master inspection characteristic QM Master data Master inspection characteristic SIF_MSTR_CHAR
QM catalog code group and code QM Master data QM catalog code group and code SIF_QM_CATALOG
Inspection Plan QM Master data Inspection Plan SIF_INSP_PLAN
Selected Set QM Master data Selected Set SIF_SELECTED_SET
Selected Set code QM Master data Selected Set Code SIF_SELSET_CODE
The following list shows the availability of migrations objects per SAP S/4HANA edition:
Migration Cockpit Object Name SAP SAP S/4HANA SAP S/4HANA SAP S/4HANA SAP S/4HANA
S/4HANA Professional Services Enterprise Management Manufacturing Enterprise Manage-
Finance Cloud Cloud Cloud Cloud ment
(on premise)
Activity Type X X X X X
Cost Center X X X X X
Activity Price X X X
(on premise)
Internal Order X X X X
Profit Center X X X X X
Bank Master X X X X X
Customer X X X X X
Customer extend existing record by new organizational X X X X

levels
Supplier X X X X X
Supplier extend existing record by new organizational lev- X X X X

els
Accounts Receivable (Customer) Open Item X X X X X
Accounts Payable (Vendor) Open Item X X X X X
Fixed Asset X X X X X
G/L account balance X X X X X
G/L account open item X X X X X
Exchange Rate X X X X X
Inventory Balances X X X
Material X X X X X
Material Long text X X X X X
Material Consumption X
Material Classification X X
Exceptional case: Material Price Chng for global currencies X X X

(on premise)
Material extend existing record by new organizational lev- X X X X
els
Material inspection type X X
Purchasing Info Record X X X X X
Purchase Order X X X X X
Pricing Condition X X X X
Contracts (Purchasing) X X X X X
Scheduling agreement X X
Source List X X X
Sales Order X X X X
Sales Contract X X
Batch (if Batch level is at material level) X X X
Bill of Material (BOM) X X X
Work Center X X X
Routing X X X
Equipment X X X
Maintenance Task List X
Functional Location X X X
Equipment task list X X
Functional location task list X X
General task list X X
Maintenance plan X X
(on premise)
Characteristic X X X
Class X X X
Commercial Project Management (CPM) X X
Inspection method X X
Master inspection characteristic X X
QM catalog code group and code X X
Inspection Plan X X
Selected Set X X
Selected Set code X X
*The Maintenance Task List object replaced in 1705 Cloud version with these objects: Equipment task list, Functional Location task list, General task list

4 Business Conditions
Before this scope item can be tested, the following business conditions to be met:
Scope Item Business Condition

Content is activated
Org. structures and additional settings are made

Business Conditions 2017 SAP SE or an SAP affiliate company. All rights reserved. 14
5 Preliminary Steps
Use
In this step, you set up user settings that are necessary for migrating your data.
5.1 Adding Business Roles to the Data Migration User
Implementation Type

Use
In this step you assign the roles of chapter Roles to the data migration user that are necessary for migrating your data.
Procedure
1. Access the SAP S/4HANA cloud edition Fiori screen
2. On the Home screen, choose tile Maintain Business Users:
3. Enter the User name given by your System Administrator.
Field Name Description User Action and Values Comment

User Name Name of the Data Migration user User name
1. Choose Go
2. Select the User in the Users list
3. Choose Edit
4. Choose Add Business Roles
5. On Add Business Roles list, fill the needed Business role into the Search field and choose Enter
6. Select the needed Business role(s) and choose OK
7. Choose Save
8. Go back to the SAP Home screen.
9. Go Back to the previous screen
Result
Preliminary Steps 2017 SAP SE or an SAP affiliate company. All rights reserved. 15
You have added the necessary roles for the specific Data Migration object to load.
5.2 Create Role from Template
Implementation Type
Use
In this step you create the role of chapter Technical Roles for the data migration user that is necessary for migrating your data.
Procedure
1. Access the transaction Roles using one of the following navigation options:
Option Navigation path
Transaction Code PFCG
SAP Menu Tools -> Administration-> User Maintenance -> Role Administration -> Roles
1. In the Role field, enter the name of the role to copy: SAP_CA_DMC_MC_USER.
2. Choose menu path Role -> Copy.
3. In the appearing dialog box Query , enter the name of the role according to your company naming convention, for example: Z_DMC_MC_USER in field to role.
4. Choose tab Copy All.
5. Choose Change
6. Enter the description Role to migrate data using the migration cockpitin the description field.
7. Choose tab Authorizations.
8. Choose Propose Profile Names in section Information About Authorization Profile to generate a profile.
Note To perform this user should have sufficient authorization to create a profile: Authorization object: S_USER_PROFAuthorization values: ACTVT = 01, 06
1. Choose Change Authorization Data in section Edit Authorization data and Generate Profiles.
2. In the appearing dialog box Save the role , choose Yes to save the role.
3. Read the information box Important and choose ENTER.
4. Choose Save to save the role.
5. Choose menu Authorizations -> Generate to generate the role.
Result
You have created the role to use the SAP S/4HANA Migration Cockpit.
5.3 Create data migration user and assign the role
Implementation Type
Use
In this step, you create the data migration user and assign the roles. It is done from Create Role from Template and enables in migration of the data.
Procedure
1. Access the transaction Users using one of the following navigation options:
Option Navigation path
Transaction Code SU01
SAP Menu Tools -> Administration -> User Maintenance -> Users
1. In the User field, enter the name of the data migration user for example: DM_USER.
2. Choose menu path User -> Create.
3. Enter Data Migration user in field Last name of tab Address.
4. Choose Logon data tab.
5. Select System in the User Type field.
6. Enter the password in the field New Password and repeat the password in the field Repeat Password.
7. Choose Roles tab.
8. Enter the name of the role you have created in the previous section Create Role from Template , for example Z_DMC_MC_USER.
9. Choose Enter
10. Choose Save.
Result
You have created the data migration user and assigned the data migration role to it to use the SAP S/4HANA Migration Cockpit.

6 Overview Table
The scope item Data Migration to S/4HANA from File consists of several process steps provided in the table:
Process Step, Report, or Item UI Type Business Condition Expected Results

Start the SAP S/4HANA Mi- SAP Fiori Launchpad This activity is to start the SAP S/4HANA Migration cockpit The Migration Cockpit appears
gration Cockpit [page ] 19
Download Migration Tem- Migration Cockpit (Web This activity is to download a Migration Template to facilitate The Microsoft Excel XML spreadsheet 2003 template has
plate [page ] 20 Dynpro via SAP Fiori the data transfer from Microsoft Excel Spreadsheet Tem- been downloaded.
launchpad) plates to SAP S/4HANA.
Prepare Test Data [page ] 22 Microsoft Excel This activity is to enter the test data to be migrated. Test data has been entered into Microsoft Excel XML
spreadsheet 2003 template.
Transfer Migration Template Migration Cockpit (Web This activity is to run the Data Migration in Update Mode with The data has been transferred from the Microsoft Excel
Data [page ] 23 Dynpro via SAP Fiori database updates in SAP S/4HANA target system. XML spreadsheet 2003 template to the SAP S/4HANA sys-
launchpad) tem.
Confirm Imported Data in the SAP This activity is to check completeness of the migrated data in All data from the Microsoft Excel XML spreadsheet 2003
SAP S/4HANA System [page ] Fiori launchpad the target SAP S/4HANA system using corresponding busi- template can be found in the corresponding SAP
29 ness functions. S/4HANA business functions.

Overview Table 2017 SAP SE or an SAP affiliate company. All rights reserved. 18
7 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
7.1 Start the SAP S/4HANA Migration Cockpit

Purpose
In this process step, you start the SAP S/4HANA.Migration Cockpit. Dependent on your system (cloud or on-premise), the procedure differs.
Procedure
Implementation Type
Test Test Step Name Instruction User Entries: Field Expected Result Pass / Fail /
Step # name: Value Comment
1 Start Fiori Launchpad Log on to your Cloud system The Home page appears
2 Start Manage Your Go to End to End Implementation Experience group and choose the Customer Adaption screen is dis-
Solution Manage Your Solution App played
3 Open Migration Cock- Choose Migrate Your Data The Migrate Your Data Home
pit screen appears
Procedure
Implementation Type

Test Procedures 2017 SAP SE or an SAP affiliate company. All rights reserved. 19
Test Step Test Step Name Instruction User Entries: Field name: Expected Result Pass / Fail / Com-
# Value ment
1 Log on to SAP Log on to your SAP S/4HANA back-end system
S/4HANA
2 Open Migration Start the SAP S/4HANA Migration Cockpit using trans- The SAP S/4HANA Migration Cockpit
Cockpit action LTMC appears
7.2 Download Migration Template
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.
Business Role(s)
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
In this process step, you download a Migration Template to facilitate the data transfer from Microsoft Excel Spreadsheet Templates to SAP S/4HANA.

Procedure
Test Test Step Instruction User Entries: Field Expected Result Pass /
Step Name name: Value Fail /
# Comment
1 Create Migra- Choose Create on the Migrate Your Data Home screen The Create Migration Project dialog
tion Project window appears.
2 Add Name Make the required entry in Create Migration Project dialog window and choose Cre- Name: name of You have created a migration pro-
ate. your migration ject. The project including all active
Note The mass transfer ID is a technical key. It is part of your migration projects in- project. migration objects is displayed on
ternal technical name. The technical project name is as follows: ZSIN_MIG_mass the screen.
transfer ID. The ID is only needed for support reasons to tell the service center
clerks.
3 Inactivate Mi- On the Migration Objects tab, choose Select All and Deactivate all Migration Ob- All Migration Objects inactivated
gration Object jects.
Note You can then later easy filter on "Active" Migration objects
4 Activate and On the Migration Objects tab, select the table row containing your Migration Object, The Migration Object has been cop-
Open Migra- choose Activate and then Open. ied and the Migration Object Details
tion Object screen appears.
Once the confirm dialog window appears, choose OK to copy the selected Migration
Object to your project.
5 Download Choose Download Template. View: BP Cloud The Migration Template is down-
Template On the Download Template dialog box, choose the view of your template that repre- edition loaded and saved on your local PC.
sents your Cloud Edition and Choose OK For example:BP
Note Dependent on your Internet Browser and Version a Download dialog appears. If Professional
Services Cloud
it appears, choose Save to store the Migration Template on your local PC. If it
doesn't appear the Migration Template is automatically stored in your default Down-
load folder.
Note Dependent on your internet browser you can add the extension .xml to your
downloaded file.

7.3 Prepare Test Data
Test Administration
Business Role(s)
Purpose
With this activity, you enter the test data for migration to SAP S/4HANA into the Migration Template.
Procedure
Test Test Step Instruction User Entries: Field name: Value Expected Result Pass / Fail / Comment
Step Name
#
1. Open down- Select the Migration Template on your lo- Microsoft Excel dis-
loaded Migra- cal PC and open it using Microsoft Excel. plays the Migration
tion Template Template.
2. Enter test data Enter your test data in all mandatory Caution When copying data into the Migration tem- The Migration Tem- Note For more information on
in mandatory sheets of your Migration Template. Fill all plate, please always use the Paste Option: Values (V). plate contains the field level increase line 8 of the
sheets manu- mandatory columns at least Avoid to paste data including formatting and formulas data of the manda- Migration Template to make the
ally into the template that leads to a corrupted XML file. tory sheets. additional field description visi-
ble.

Step Name
#
Note Mandatory columns are marked
with '*'. For further details, read the Ap-
pendix and the specific Migration object
documentation.
3. Enter test data Enter your test data in sheets of your Mi- Caution When copying data into the Migration tem- The Migration Tem- Note For more information on
in optional gration Template, which are not manda- plate, please always use the Paste Option: Values (V). plate contains data of field level increase line 8 of the
sheets manu- tory. Fill all mandatory columns at least Avoid to paste data including formatting and formulas sheets, which are not Migration Template to make the
ally Note Mandatory columns are marked into the template that leads to a corrupted XML file. mandatory. additional field description visi-
with '*'. Fields are only mandatory if a Caution The workbook and its sheets are protected. ble.
record exists. It doesnt make sense to Don't change data by Find and Replace function. If you
provide records where, only the key fields change the data by Find and Replace you may also ac-
are filled. cidentally change the field names and corrupt the XML
structure.
4. Save To save the data on your local PC choose The Migration Tem-
Save in the Microsoft Excel application. plate containing test
data is saved on your
local PC.
5. Close Choose Close in the Microsoft Excel appli- The Microsoft Excel
cation. application is closed.
7.4 Transfer Migration Template Data
Test Administration

Business Role(s)
Purpose
In this activity, you import the data from your Migration Template into the SAP S/4HANA target system.
Context
In this activity, you import the data from your Migration Template into the SAP S/4HANA target system.
Procedure
Step Name
#
1 Open Mi- Open the Migrate Your Data Web Applica- The Home page
gration tion. appears
Cockpit
2 Open Mi- Select the table row containing your project Migration Project
gration in the Available Migration Projects table and Details screen ap-
Project choose Open. pears.
3 Select Mi- Switch to the Migration Objects tab and se- The Migration Ob-
gration lect the table row containing your Migration ject Details screen
Object Object. Choose Open. appears.
4 Upload Choose Upload File The File Upload

Migration dialog window ap-
Template pears.

Step Name
#
5 Open File Choose Browse to select the corresponding The file browser
Browser Migration Template from your local PC. of your local PC
of your lo- appears in a dia-
cal PC log window
6 Select File Select your Migration Template from the File Path: <path of your migration tem- The file path of
list and choose Open. plate on local PC>. your local file is
transferred to the
File Path of the
File Upload dialog
window
7 Upload Choose Upload to transfer the data to the Your file appears
Migrate Your Data Web Application. in the overview
Caution Dependent on your internet list of the Files
browser and the browser version, it might tab.
be that you receive an error message as: Er-
ror when uploading file XML: No virus scan
provider available for scanner group DE-
FAULT. If this message occurs, try to use an-
other browser or update your browser to a
newer version.
8 Activate Select your file from the overview list of the Your file is active
File for Files tab and choose Activate. and marked with a
Migration green status LED.
Note In case that the overview list contains
multiple files that have not yet been fin-
ished, select the files and choose Deactivate
to avoid reprocessing. Only activate those
files that you really want to load. If you start
the transfer process, all(!) activated files are
transferred.
9 Start Choose Start Transfer to migrate the data The Guided Activ-
Transfer from your file. ity screen appears
in a separate

Step Name
#
Note A Guided Activity controls the data mi- browser window
gration process. Execute all work steps one and data valida-
after another. tion is in progress.
10 1. Vali- Choose Close to close the dialog window Note You can transfer a record only once into a sys- The Validate Data Note The following error message is not re-
date Data when the progress reaches 100%. tem. A unique record is identified by a combination screen is dis- ally an error message: "Information re-
Note You can ignore error messages in re- of its value and associated key fields in the migra- played, showing quired; specify mapping values in step 'Con-
gards to value mappings .These errors are tion template. If you get the following message : the notifications vert Values'".This message means that the
fixed in the Convert Values step . Correct all Source record for example MATNR=M12345 al- of the validation uploaded file contains source data values in
other possible errors. In case that data ready transferred to target system DMC_RT_MSG run. fields where a value mapping (translation)
changes in your source file are required to 622 . The record where the key MATNR has value rule is assigned. These values are automati-
solve the error, select the file, choose M12345 in the migration template was already cally added as new source data values to the
Download and, save it on your local PC. Af- successfully transferred and cannot be transferred translation rule. It is assigned to a correct
ter changing the data, repeat activity 4.3 anymore. Check your records in your Migration target value in the Convert Values step.
Transfer Migration Template Template and remove all related records. The mes- Note The following error: Missing key rela-
Dataonce again. sage is not an error message and you see it if, you tionship in <structure> occurs if you have
change the message log filter to All. maintained records in this <structure>
sheet. The key of this record is missing in
one of the superior sheets.
11 Navigate Choose Next to navigate to the next work The Convert Val-
to Next step. ues screen is dis-
Work Step played, showing a
list of all your
open tasks. Open
tasks are marked
with a red LED.
12 2. Convert Select each table row one by another and The maintenance
Values choose Process Task to maintain your mi- screen of the se-
gration settings. lected item ap-
Note If you have entered correct target val- pears.
ues into your sheet and you are sure that
they are correct. You can also select your
value mappings and choose the Confirm

Step Name
#
Mapping Values function. If the values are
correct all the mappings are confirmed.
13 Provide Enter a new value and confirm the already All migration set-
Values existing value by choosing Confirm value . tings are main-
Choose Save to continue. tained and
Note Valid or confirmed values are marked marked with a
with a green LED. Enter a customizing value green LED.
for Fixed Values and Control Parameters. If Depending on the
available, use Value Help for value selection. Filter settings of
the screen, they
may disappear. By
setting Filter to
All, all the mi-
gration settings
are listed again
14 Navigate Choose Next to navigate to the next work The Simulate Im-
to Next step. port screen is dis-
Work Step played, showing
the dialog window
with the progress
bar of the cur-
rently active simu-
lation run.
Note In case that
the selected mi-
gration object
does not support
simulation run,
the Execute Im-
port screen is dis-
played instead.

Step Name
#
15 3. Simu- Choose Close to close the dialog window The simulation of
late Im- when the progress reaches 100%. the data import
port finished success-
Note Correct all possible errors and choose
Repeat Simulation to execute the simula- fully without er-
tion again. Repeat this process until you rors.
solved all errors. Format "Repeat Simula-
tion". In case that data changes in your
source file are required to solve the error,
select the file, choose Download and, save it
on your local PC. After changing the data,
repeat activity 4.3 Transfer Migra-
tion Template Data once again.
16 Navigate Choose Next to navigate to the next work The Execute Im-
to Next step. port screen is dis-
Work Step played, showing
the dialog window
with the progress
bar of the cur-
rently active im-
port run.
17 4. Execute Choose Close to close the dialog window The data import
Import when the progress reaches 100%. finished success-
Note Correct all possible errors and choose fully without er-
Repeat Import to execute the import again. rors.
If you cannot solve all the errors, continue
with the next step.
18 Complete Choose Finish to complete the currently ac- The browser win-
the Pro- tive Guided Activity. dow of the Guided
cess Activity is closed.
Note In case that a new Delta File has
been created that is changed, select the file, The Migration Ob-
choose Download and, save it on your local ject Details screen
PC. After changing the data, repeat activity appears.

Step Name
#
4.3 Transfer Migration Tem-
plate Data once again.
7.5 Confirm Imported Data in the SAP S/4HANA System
Test Administration
Business Role(s)
Purpose
The purpose of this activity is to check completeness of the migrated data in the target SAP S/4HANA system using corresponding business functions.

Procedure
Test Test Step Name Instruction User Entries: Expected Result Pass / Fail / Comment
Step # Field name:
Value
1 Access corre- Call the corresponding business function- All data from the Microsoft Excel XML Spread- Note Check the Migration Object docu-
sponding Busi- ing the SAP S/4HANA system and check sheet Template 2003 is displayed in the corre- mentation for the App and needed Busi-
ness Function completeness of the imported data. sponding SAP S/4HANA business functions. ness Role to validate the data in the sys-
tem.

8 Appendix
8.1 General Topics and Limitations
8.1.1 When to create a new project?

We recommend that you create a new project if you encounter one of the following situations:
You load data for an object from different systems with different value mappings
For some objects (for example Fixed Assets) there could be data constellations existing where it is necessary to create two projects.
For example: Assets that belong to different charts of depreciation cannot be migrated with a single upload file, if the depreciation areas differ. You will have to double-check the mapping of the
depreciation areas if the uploaded assets belong to a different chart of depreciation than the one used in the previous upload. This limitation will not be relevant, if you create separate migration
projects by company code.
8.2 Financials - General Topics
8.2.1 Document Types for Data Migration

The document type for all Open items and Open balance migration objects is UE Data Transfer.
8.2.2 Document Date

The document date must be the same date as in the original data record.

Appendix 2017 SAP SE or an SAP affiliate company. All rights reserved. 31
8.2.3 Posting Date
For all Open items migration objects the posting date should be set to the last day of the previous period.
8.2.4 Value Date

The value date must be the same date as in the original data record.
8.2.5 Transferring Booking Account

The transfer booking accounts to be used in the Open items and Open balance migration objects are as follows:
Account Description Migration Object

39913000 Initial FI-AM offset Fixed Asset
39914000 Initial FI-AR offset Customer Open Items
39915000 Initial FI-AP offset Vendor Open Items
39916000 Initial other G/L offset G/L account balances
39917000 Initial other Open Item G/L offset G/L account open items

Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions.
EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation,
upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

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2017 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or
for any purpose without the express permission of SAP SE or an SAP affili-
ate company.
SAP and other SAP products and services mentioned herein as well as their
respective logos are trademarks or registered trademarks of SAP SE (or an
SAP affiliate company) in Germany and other countries. Please see
http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark
for additional trademark information and notices.
Some software products marketed by SAP SE and its distributors contain
proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for in-
formational purposes only, without representation or warranty of any kind,
and SAP SE or its affiliated companies shall not be liable for errors or omis-
sions with respect to the materials. The only warranties for SAP SE or SAP
affiliate company products and
services are those that are set forth in the express warranty statements ac-
companying such products and services, if any. Nothing herein should be
construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue
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Data Migration to SAP S/4HANA from File (BH5) CUSTOMER

Purpose 2017 SAP SE or an SAP affiliate company. All rights reserved. 1

Data Migration to SAP S/4HANA from File (BH5)

Data Migration to SAP S/4HANA from File (BH5) CUSTOMER

Data Migration to SAP S/4HANA from File (BH5) CUSTOMER

2.1 System Access

2.2.1 Technical Roles

The following section is ONLY relevant for SAP S/4HANA Cloud.

Purpose Business Role ID Business Role Name

Migration Cockpit SAP_BR_CONFIG_EXPERT_DATA_MIG Configuration Expert - Data Migration

Data Migration to SAP S/4HANA from File (BH5) CUSTOMER

Purpose Role Name

2.2.2 Business Roles

The following section is ONLY relevant for SAP S/4HANA Cloud.

Business Object Name Business Role ID Business Role Name

Activity Type SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead

Cost Center SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead

Profit Center SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead

Activity Price SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead

Internal Order SAP_BR_OVERHEAD_ACCOUNTANT Cost Accountant Overhead

Bank SAP_BR_CASH_MANAGER Cash Manager

Customer SAP_BR_BUPA_MASTER_SPECIALIST Master Data Specialist Business Partner Data

Supplier SAP_BR_BUPA_MASTER_SPECIALIST Master Data Specialist Business Partner Data

Accounts Receivable (Customer) Open Item SAP_BR_AR_ACCOUNTANT Accounts Receivable Accountant

Accounts Payable (Vendor) Open Item SAP_BR_AP_ACCOUNTANT Accounts Payable Accountant

G/L Account Balance SAP_BR_GL_ACCOUNTANT General Ledger Accountant

G/L Account Open Item SAP_BR_GL_ACCOUNTANT General Ledger Accountant

Exchange Rate SAP_BR_GL_ACCOUNTANT General Ledger Accountant

Inventory Balance SAP_BR_INVENTORY_MANAGER Inventory Manager

Material SAP_BR_PRODMASTER_SPECIALIST Master Data Specialist Product Data

Material Price Changefor global currencies SAP_BR_INVENTORY_ACCOUNTANT Cost Accountant Inventory

Material classification SAP_BR_PRODMASTER_SPECIALIST Master Data Specialist Product Data

Material inspection type SAP_BR_PRODMASTER_SPECIALIST Master Data Specialist Product Data

Purchasing Info Record SAP_BR_PURCHASER Purchaser

Purchase Order SAP_BR_PURCHASER Purchaser

Pricing Condition SAP_BR_PRICING_SPECIALIST Pricing Specialist

Contract (Purchasing) SAP_BR_PURCHASER Purchaser

Scheduling agreement SAP_BR_PURCHASER Purchaser

Source List SAP_BR_PURCHASER Purchaser

Sales Order SAP_BR_SALES_MANAGER (only display) Sales Manager

Sales Contract SAP_BR_SALES_MANAGER (only display) Sales Manager

Batch SAP_BR_QUALITY_TECHNICIAN Quality Technician

Bill of Material (BOM) SAP_BR_PRODN_ENG_DISC Production Engineer Discrete Manufacturing

Work Center SAP_BR_PRODN_ENG_DISC Production Engineer Discrete Manufacturing

Data Migration to SAP S/4HANA from File (BH5) CUSTOMER

Equipment SAP_BR_MAINTENANCE_PLANNER Maintenance Planner

Functional Location SAP_BR_MAINTENANCE_PLANNER Maintenance Planner

Equipment task list SAP_BR_MAINTENANCE_PLANNER Maintenance Planner

Functional location task list SAP_BR_MAINTENANCE_PLANNER Maintenance Planner

General task list SAP_BR_MAINTENANCE_PLANNER Maintenance Planner

Maintenance plan SAP_BR_MAINTENANCE_PLANNER Maintenance Planner

Characteristic SAP_BR_BOM_ENGINEER BOM Engineer

Class SAP_BR_BOM_ENGINEER BOM Engineer

Commercial Project Management (CPM) SAP_BR_PROJ_MANAGE_COMM Project Manager Commercial Services

Inspection method SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

Master inspection characteristic SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

Inspection Plan SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

Selected Set SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

Selected Set code SAP_BR_QUALITY_TECHNICIAN (only Display) Quality Technician

Data Migration to SAP S/4HANA from File (BH5) CUSTOMER

Cost Center CO Master data Cost center SIF_KOSTL_MASTER

Activity Price CO Master data Activity price SIF_ACT_PRICE

Internal Order CO Transactional data Internal order SIF_INTORDER