HOWTO - Upload Contract Information using the Data Workbench in SAP Cloud for Customer

[pushkar_ranjan]

The first step is to check that the end user has access rights to the Data Workbench.

Leverage the information at HOWTO - Assign Access Rights to Data Workbench for End User in SAP Cloud for Customer to assign the end user looking to upload contract information in SAP Cloud for Customer the right access privileges to the Data Workbench.

Moving on the actual process of uploading contract information into SAP Cloud for Customer.

Navigate to the Data Workbench workcenter.

Select the Contract Object in the dropdown highlighted above

It is a multi step Migration which needs needs multiple coordinated imports in following sequence 
Step1: Contract (=Header) data
Step2: ContractCoveredObject data
Step3: ContractItem data
Step4: ContractItemEntiteledProduct data
Step5: ContractItemPrice data [and if header price conditions exist you also has to import…]

Step6: ContractPrice (= Header) data to have a complete contracts in C4S 

[Optional: In the next step, check by `select a template´ the existence of templates which includes legacy data column header fields and the information about relation between legacy source data and C4S.

--> Prerequisite for templates is that you have once processed before the CSV import to C4S and stored it as template

Example: If you select ZCH_CONTRACT_HEADER_2015-11-02 ´ and download the CSV file for Template´,open it in MS Excel...you will see contract header columns of the legacy system]

Click Next

You have to create upfront max. six CSV files containing header columns and relating values of the legacy contracts.

Pay attention for the formatting of the  CSV files:

~ Column names are a single word without any spaces (buyerid --> NOT: buyer id)

~ Date fields in yyyy-mm-dd formatting

~ Boolean entry: true (NOT: True/TRUE or <space> or 0) and false (NOT: False/FALSE or X or 1)

---> TIP: automatically capitalization will be avoided start the word with an apostrophe

~ Columns with numbers need to be treated as text

Browse and upload (start with Step 1 `Contract´) the CSV you have created before. 

Select the CSV file with data for import

Based on the data input into the CSV file, it should look like the image below

Hit the Upload button

Check the uploaded information then click ´next´

The next step is to relate the CSV legacy column fields with the SAP Cloud for Service fields (backend names)

With the relationships maintained

Upon successful data entry the screen should look like the following next  click ´import´ (feel free to save

relationship mapping as ´new template´ before --> see my remarks to template on the top)

With a confirmation message as shown below

You can check the Monitor in case you run into any errors

In case of errors you will find hints in the related CSV.

Now return to tab ´Import´ and start again the entire process [according the described sequence] now with  Step 2 for the the object ´ContractCoveredObject´... then do Step 3 for the object ContractItem ...

We hope you are able to leverage this write up to upload contract information into SAP Cloud for Customer.