SAP ERP 6.0 January 2016 English SAP ERP: Cost Center Integration to SuccessFactors EC (FK9) Building Block Configuration Guide SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide Copyright © 2015 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 affiliate 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. 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Guide Revision Change Date Description 0 n/a Initial creation © SAP SE Page 3 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP SE Page 4 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide Content 1 2 Purpose .............................................................................................................................. 6 Preparation ......................................................................................................................... 6 2.1 Prerequisites ............................................................................................................ 6 3 Configuration ...................................................................................................................... 7 3.1 SuccessFactors Employee Central .......................................................................... 7 3.1.1 Refining Cost Center Object Definition ................................................................ 7 3.2 SAP ERP Finance: Setup Application Link Enabling (ALE) ..................................... 7 3.2.1 Defining Logical Systems .................................................................................... 7 3.2.2 Assigning Logical System to Client ...................................................................... 8 3.2.3 Maintaining Distribution Model ............................................................................. 8 3.2.4 Activating Change Pointer ................................................................................... 9 3.2.5 Maintaining Port ................................................................................................... 9 3.2.6 Creating Partner Profile ....................................................................................... 9 3.2.7 Running Initial Distribution ................................................................................. 10 3.2.8 Configuring / Running Delta Distribution............................................................ 11 © SAP SE Page 5 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide SAP ERP: Cost Center Integration to SuccessFactors Employee Central 1 Purpose The purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation. This document supplements the existing configuration documentation and provides additional information where required. If you do not plan to replicate cost centers from SAP ERP Finance to Employee Central this configuration guide is not required. 2 Preparation 2.1 Prerequisites Before you start installing this scenario, the prerequisite building blocks need to be configured. Check the sequence of execution in the Building Block Prerequisites Matrix for this Packaged Solution. As described in the Configuration Guide – Getting Started: - For the communication between SAP ERP Finance and SuccessFactors Employee Central (EC) Company you first need to set up a RFC destination of type ‘G - HTTP Connection to External Server’. - You also need to set up the Middleware System (Boomi) as described in the chapter Setting up the Middleware. A cost center in SAP ERP has certain control flags to control the behavior of the cost center in financial processes. Use lock flags to prevent posting to a cost center. In Employee Central replication the lock flag actual primary costs is mapped to the status of the cost center. If the lock flag is not set, the status of the cost center is Active in Employee Central, if the lock flag is set the status of the cost center is Inactive in Employee Central. The integration does not check for dependent data in Employee Central, so updates can interfere with existing data. For example, a lock flag is set for a cost center that is still assigned to employees in Employee Central. Setting of the lock flag sets the Employee Central status to Inactive. This issue is recognized by the system and an Admin Alert Invalid Cost Center is created. The issue has to be resolved by the Administrator. Whenever there are multiple financial systems you have to make sure that the cost center IDs delivered to Employee Central are unique across your financial landscape. The translation of cost centers is not supported. © SAP SE Page 6 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide See also the handbook for implementing Employee Central on the SAP Service Marketplace Employee Central Replicating Cost Centers from SAP ERP to Employee Central. 3 Configuration 3.1 SuccessFactors Employee Central 3.1.1 Refining Cost Center Object Definition 1. Log in to your instance and go to Admin Center using the following information: Link https://<server>.successfactors.com/login Menu Path Home > Admin Center 2. In the Admin Center in the portlet Company Processes and Cycles, select Company Settings and choose Configure Object Definitions. 3. Choose Search and Object Definition: search for Cost Center and select Take Action Make Correction. 4. For the field externalCode (Database Field externalCode) select the Details link and make the following changes: Field Name Value Maximum Length 20 5. Choose Done. 6. For field name (Database Field externalName) select the Details link and make the following changes: Field Name Value Maximum Length 40 7. Choose Done. 8. Choose Save. 3.2 SAP ERP Finance: Setup Application Link Enabling (ALE) 3.2.1 Defining Logical Systems 1. In your SAP ERP Finance system, access the following transaction: Transaction Code SALE 2. On the Display IMG screen, access the transaction using the following navigation option: IMG Path Idoc Interface / Application Link Enabling (ALE) Basic Settings Logical Systems Define Logical System 3. On the Logical Systems change view, choose New Entries. 4. On the New Entries: Overview of Added Entries screen, make the following entries: © SAP SE Page 7 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide Logical System Name Enter logical system of your SAP ERP Finance system, for example, QI1CLNT600. Enter a name to identify your SAP ERP Finance system*. Enter logical system of your EC Company, for example, ECPMTEST18. Enter a name to identify your EC Company*. The distribution of data between systems requires that each system in the network has a unique identification. The logical system is used for this purpose. 5. Save your entries. 6. Create a transport request, if necessary, and choose Continue. 3.2.2 Assigning Logical System to Client In the following configuration steps you assign the logical system for your SAP ERP system to the corresponding client. 1. In your SAP ERP Finance system, access the following transaction: Transaction Code SALE 2. On the Display IMG screen, access the transaction using the following navigation option: IMG Path Idoc Interface / Application Link Enabling (ALE) Basic Settings Logical Systems Assign Logical System to Client 3. Search for the client you are currently logged in and double-click the entry to see the details. 4. On the Change View “Clients”: Details screen, check the following entry: Field Name Value Logical System Logical system name of the system and client you are logged in for example, QI1CLNT600 5. Save your entry. 6. Create a transport request, if necessary, and choose Continue. 3.2.3 Maintaining Distribution Model 1. In your SAP ERP Finance system, access the following transaction: Transaction code BD64 2. On the Display Distribution Model screen, switch to change mode. 3. Choose Create Model View (Ctrl + F4). 4. In the Create model view dialog box, enter a short text (for example <FIN600 to EC PMTEST18>) and a technical name (for example <FIN600PM18>). Choose Continue (Enter). Save your entries. 5. Select your newly created model and choose Add Message Type. 6. In the Add Message Type dialog box, enter the logical system of your SAP ERP Finance system in the Sender field and the logical system of your EC Company in the Receiver field. As message type, select ODTF_CCTR. 7. Save your entries. © SAP SE Page 8 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide 3.2.4 Activating Change Pointer 1. In your SAP ERP Finance system, access the following transaction: Transaction Code BD61 2. Make sure that Change Pointers activated-generally is selected. 3. Access the transaction using the following navigation option: Transaction Code BD50 4. On the Change View “Activate Change pointers for Message Type” screen, verify that the activation is set for message type ODTF_CCTR. 3.2.5 Maintaining Port 1. In your SAP ERP Finance system, use one of the following navigation options: Transaction code WE21 Menu Path SAP Menu Tools ALE ALE Administration Runtime Settings Port Maintenance 2. On the Ports in IDOC processing screen, select XML HTTP in the navigation panel. 3. Choose Create. 4. On the Add XML HTTP Port screen, make the following entries: Field Name Value Port <Enter a technical name e.g. ECPMTEST18> Description <Enter a description for your port name> Version IDoc record types SAP Release 4.x <Enter the technical name of your RFC destination for the EC Company> RFC destination Content Type Application/x-sap.idoc X X SOAP Protocol 3.2.6 Creating Partner Profile 1. In your SAP ERP Finance system, access the following transaction: Transaction code WE20 2. On the Partner profiles screen, select Partner Type LS in the navigation panel. 3. Choose Create and make the following entries: Field Name Value Partner No. <Enter the logical system of your EC Company, for example ECPMTEST18> Partn. Type LS © SAP SE Page 9 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide 4. On tab Post processing: permitted agent specify the job (person or group of people) to be notified if processing errors occur. 5. Save the partner profile. 6. In the Outbound parmtrs. section choose Create outbound Parameter. 7. On the Partner profiles: Outbound parameters screen, make the following entries: Field Name Value Message Type ODTF_CCTR Receiver Port <Enter the technical Name of the created port> Output Mode Transfer IDoc Immed. X Basic Type ODTF_CCTR01 Cancel Processing After Syntax Error X 8. Save your entries. 3.2.7 Running Initial Distribution 1. In your SAP ERP Finance system, use one of the following navigation options: Menu Path SAP Menu Tools ABAP Workbench Development ABAP Editor Transaction Code SE38 2. On the ABAP Editor: Initial Screen, enter ODTF_REPL_CC in the Program field and choose Execute. 3. On the Replicate Cost Centers into SAP Cloud for Travel screen, define your replication criteria as required and enter the following value: Field Name Value Settings for Description …………Replicate all languages (only supported for replication to Employee Central) Field Name X Value Delta Replication Settings …………Use Variant for Delta Replication Using Change Pointers Ignore these settings for initial replication. Choose Receiving System ………...Receiver Partner No. <Enter the logical system of your EC Company> Transmission Start ………..Transmission Start Date <Enter the date. This defines as of data are replicated.> 4. Choose Execute. © SAP SE Page 10 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide 3.2.8 Configuring / Running Delta Distribution To schedule a background job for the delta replication, you need to create a variant of ABAP program ODTF_REPL_CC and RBDMIDOC first. 1. Use one of the following navigation options: Menu Path SAP Menu Tools ABAP Workbench Development ABAP Editor Transaction Code SE38 2. On the ABAP Editor: Initial Screen, enter ODTF_REPL_CC in the Program field and choose Execute. On the Replicate Cost Centers into SAP Cloud for Travel screen, define your replication criteria as required and enter the following value: Field Name Value Settings for Description …………Replicate all languages (only supported for replication to Employee Central) X Field Name Value Delta Replication Settings …………Use Variant for Delta Replication Using Change Pointers X (Select this to ensure that the variant is used for change pointers) Choose Receiving System ………...Receiver Partner No. <Enter the logical system of your EC Company> Transmission Start ………..Transmission Start Date <Enter the date. This defines as of data are replicated.> Processing Mode ………...Send IDOC X 3. Choose Save as Variant… to create a new variant. 4. On the Variant Attributes screen, enter the following values: Field Name Value Variant Name YK_DELTA_CC_EC Description <Enter a description for the variant> 5. Save your entries. A system message confirms the creation. 6. Chose Back. 7. On the ABAP Editor: Initial Screen, enter RBDMIDOC in the Program field and choose Execute. On the Creating IDoc Type from Change Pointers screen, enter the following value: Field Name Value Message Type ODTF_CCTR 8. Choose Save as Variant… to create a new variant. 9. On the Variant Attributes screen, enter the following values: © SAP SE Page 11 of 12 SAP Best Practices SAP ERP: CC Integr. to SuccessFactors EC (FK9): Config. Guide Field Name Value Variant Name YK_ODTF_CCT_EC Description <Enter a description for the variant> 10. Save your entries. A system message confirms the creation. 11. To schedule the job, use one of the following navigation options: 12. 13. 14. 15. Menu Path SAP Menu System Services Jobs Define Job Transaction Code SM36 On the Define Background Job screen, proceed as follows: Choose Define Job using Wizard (Ctrl+F1). On the Create a Job dialog box, choose Continue. On the General Job Information dialog box, make the following entries: Field Name Value Job Name YK_ODTF_DELTA_CC_PY Job Class C – Low priority Job Status Scheduled Target Server 16. Choose Continue. 17. In the Job-Definition: Job step dialog box, select ABAP program step and choose Continue. 18. In the ABAP program step dialog box, make the following entries: Field Name Value ABAP program name RBDMIDOC Variant YK_ODTF_CCT_EC Execution language EN 19. Choose Continue. 20. In the Multi-step option dialog box, choose Continue. 21. In the Job Definition: Start conditions screen, choose Immediately. Then choose Continue. 22. In the Def. of start immediately dialog box, select check the Period checkbox in the Periodic jobs section and choose Continue. 23. In the Period definition dialog box, choose None of the Above. 24. Select the Other Periods button. 25. In the Other Period dialog box, schedule the service for a convenient time interval. 26. Choose Create. 27. Choose Continue. 28. In the Set job dialog box, choose Complete to finish the setup. In case the stored variants in report ODTF_REPL_CC are not called/found please update the navigation index in se80. Call transaction SE80 and select report ODTF_REPL_CC. Double-click the report in the object list. Then the report is shown on the right side and you can call menu entry Utilities Update Navigation Index. © SAP SE Page 12 of 12