1 1 TRACO Excel Upload. 2 TRACO 2nd step - Excel Upload Contents 1.Security 2.Overview / Aim 3.Basic...

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TRACO Excel Upload

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TRACO 2nd step - Excel Upload

Contents1. Security

2. Overview / Aim

3. Basic principles

4. Download existing Services/Rates

5. Handling big Reports

6. Predefined Excel Files

7. FIS2 Online Help

8. Create / Update / Delete Point Service Entries

9. Recalculation of updated Point Services

10. Create / Update / Delete Route Service Entries

11. Recalculation of updated Route Services

12. Create / Update / Delete Point Rate Entries

13. Create / Update / Delete Route Rate Entries

14. Save Excel file as XLSX document

15. Services / Rates Upload

16. FIS2 Work-List

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1. Security

TRACO 2nd stepExcel Upload

The Excel upload is restricted to the users responsibility, i.e. users have the same authority to create and update rates as well as K2000/K2010.

E.g. the User has responsibilty for Area ‚N GP‘. Only rates starting / within ‚N GP‘ can be maintained with the Excel upload. All other rate changes will be rejected.

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2. Overview / Aim

TRACO 2nd stepExcel Upload

Basic functionality Route & Point Rates

• Change existing, non effective Rates• Insert new Rates to existing Services• Delete existing Rates

Route & Point Services• Change existing Services• Insert new Services• Delete existing Services• Recalculation of Rates to updated Services

In addition to the generation and FIS2 maintenance‚ the Excel upload can be used to maintain TRACO Services and Rates.

Supported by• TRACO Reports (TRCO0101/TRCO0201/TRCO0301/TRCO0401)• Predefined Excel Sheets• Upload via FIS2 Interface • Status message via FIS2 Work-Item (Inbox)

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3. Basic principles

TRACO 2nd step Excel Upload

a) Use the FIS2 application "Reporting and Printing" and create a TRACO report.b) Send the report to your email account and open the xlsx-attachment.c) Change, insert or delete rates/services.d) Save excel file without changing the format (must be XLSX) on network drive H\fis2.e) On FIS2 TRACO application use the rate upload function to upload the XLSX file.f) Check your FIS2 Work List if upload was successful or not.

FIS2 Client PC

send Report via email

open email attachment

upload

a)b)

c)

d)

e)f)

generate TRACO Report

*.xlsx

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4. Download existing Services/Rates


Please start the TRACO report (TRCO) with the restricted parameters for the rates/services which have to be maintained. (For this example: TRCO0401 Route Service Rates)

P0130 Message Generator

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Flow to P0090 Message Management

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Flow to P0090 Message Management

Refresh the Msg Status until the report has been processed

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Send the Output Request to your email account…

…and open the email‘s attachment.

Read following pages, in case of big reports that can‘t be sent by E-Mail!

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5. Handling big Reports


If the requested *.XLSX report exceeds the maximum filesize of ~30MB, it can‘t be sent via E-Mail!The user will be informed by the Mail Delivery System:

In this case the report has to be resent to a special TRACO-Teamdrive-Folder where it can be collected via File-Explorer.This can be done copying the OutputRequest and useing „SERVER“ as Medium.See details on following pages.

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For each region N,E,A a dedicated TRACO-Teamdrive-Folder has been installed:

Big reports that are distributed via SERVER option copy the *.XLSX file in the

TRACO-Teamdrive-Folder specified by the SERVERNAME.

The access to the TRACO-Teamdrive-Folder is restricted to the TRACO user of the coresponding Region!

The Regional TRACO-Teamdrive-Folder

Region America Europe Asia

Network Path\\ww.hl.lan\pil\Groups\TRACO \\shh20001\groups\TRACO \\ww.hl.lan\sin\Groups\TRACO

Servername(for OutputRequest)

TRACORAM TRACOREU TRACORAM

The subfoldername is your userid.

1 2 3

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To send your *.XLSX report file to your regional TRACO-Teamdrive-Folder:

- you need to create an OutputRequest of type „SERVER“

- enter your E-Mail-Address

- and the Traco SERVERNAME valid for your Region

- If you use the Servername of a different region then your FIS2-USER-Id is registered to,you will not be able to access the report file!

- and Send the OutputRequest.

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TRACORAM

TRACORAS

TRACOREU

Configure the Output Request to send the Report to the TRACO-Teamdrive-Folder

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x

x

xx

Receiving the Report file

After some time the user receives an E-Mail confirming the OutputRequest as completed, that

contains the full path to your report file.

Copy[Ctr + C]

Paste[Ctr + V]11

22CutCut

[Ctr + X]

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Paste[Ctr + V]

Be sure to DELETE your file after saveing it to the Fis2-Upload folder!There is max. 500MB space available for allTRACO-User of a Region!

FIS2-User-ID

Open & editthe Reportfor Upload

Move the XLSX-File into the own Fis2-Upload folder

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The predefined Excel files are also published as a template on the FIS2 Online Help.

Excel Upload Files: K2000 Route Services

• TRACO_ROUTE_SERVICE_UPLOAD_TRCO0201.xlsx• TRACO_ROUTE_RATE_UPLOAD_TRCO0401.xlsx

K2010 Point Services• TRACO_POINT_SERVICE_UPLOAD_TRCO0101.xlsx• TRACO_POINT_RATE_UPLOAD_TRCO0301.xlsx

6. Predefined Excel Files


It is important to use always the latest version of Excel Upload files!

Do not change the layout of any headlines of Excel Upload files!

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7 FIS2 Online Help


On the FIS2 K2000/K2010 you will find the online Help for Excel Upload. This is a helpful short documentation of the Excel Upload procedure with integrated link flows.

Serviceable link flow to the predefined Excel Upload sheets. Please use this link also to get always the newest version.

Find the detailed TRACO Excel Upload documentation on the TRACO Teamsite.

Position the cursor to the Upload File field and press function key F1.FIS2 Help will appear.

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8 Create / Update / Delete Point Service Entries (TRCO0101)


The restrictions how to maintain a complete Service will be the same like FIS2 user interface.

Every header column has a comment (red triangle) for longname and permitted values.

Please delete all unchanged rows, otherwise the upload will try to update the respective services.

Grey-labeled columns are not relevant and will not be used by upload.

Create: Blank ID Number + VS ‘A‘Leave the ID Number empty. Valid State is A.

Update: ID Number + VS ‘A‘The ID Number identifies the Service. Valid State is A.

Delete: ID Number + VS ‘D‘The ID Number identifies the Service. Valid State is D.

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9 Recalculation of updated Point Services (TRCO0101)


If at least one Service is relevant for recalculation, then the Recalculation Dates have to be inserted.These Dates are relevant for all rows with Recalc “Y“.

A recalculation for created Services is not recommended, because no SAP past performance data are available.

Recalculation (Recalc = “Y“)e.g. if you change the Generation parameters / Rate defaults, you can get a new set of rates.

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10 Create / Update / Delete Route Service Entries (TRCO0201)




Please delete all unchanged rows, otherwise the upload will try to update the respective services.


Create: Blank ID Number + VS ‘A‘Leave the ID Number empty. Valid State is A.

Update: ID Number + VS ‘A‘The ID Number identifies the Service. Valid State is A.

Delete: ID Number + VS ‘D‘The ID Number identifies the Service. Valid State is D.

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11 Recalculation of updated Route Services (TRCO0201)


If at least one Service is relevant for recalculation, then the Recalculation Dates have to be inserted.These Dates are relevant for all rows with Recalc “Y“.

A recalculation for created Services doesn‘t make sense, because no SAP past performance data are available.

Recalculation (Recalc = “Y“)e.g. if you change the Generation parameters / Rate defaults, you can get a new set of rates.

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12 Create / Update / Delete Point Rate Entries (TRCO0301)




Please delete all unchanged rows, otherwise the upload will try to update the respective rates.

Create: Blank Rate No. + VS ‘R‘ 1) 2)

Leave the Rate No. empty. Valid State is R.

Update: Rate No. + VS ‘R‘ 3)

The Rate No. identifies the Rate. Valid State is R.

Delete: Rate No. + VS ‘D‘The Rate No. identifies the Rate. Valid State is D.

1) It is mandatory to identify a new Rate by an existing Route Service and also by necessary Rate parameters.2) Use initial default parameters for Service & Rate by using TRCO0301 and delete the Rate No. OR create a new Rate by manual insert.3) Only a non-effective Rate is modifiable.


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13 Create / Update / Delete Route Rate Entries (TRCO0401)




Please delete all unchanged rows, otherwise the upload will try to update the respective rates.

Create: Blank Rate No. + VS ‘R‘ 1) 2)

Leave the Rate No. empty. Valid State is R.

Update: Rate No. + VS ‘R‘ 3)

The Rate No. identifies the Rate. Valid State is R.

Delete: Rate No. + VS ‘D‘The Rate No. identifies the Rate. Valid State is D.

1) It is mandatory to identify a new Rate by an existing Route Service and also by necessary Rate parameters.2) Use initial default parameters for Service & Rate by using TRCO0401 and delete the Rate No. OR create a new Rate by manual insert.3) Only a non-effective Rate is modifiable.


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14. Limitations


- The maximum processible amount of rows is 11000.- The Title sheet is required and must not be changed.- In the Detail sheet the Header rows and collumns must not be changed.

- It is only allowed to change the value of the Data Cells below the Header.

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a) On the menu, click Save. Please do not change the existing format XLSX.

b) Save file name to your home directory to path H:\fis2\

15. Save Excel file as XLSX document


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16. Services / Rates Upload


It is possible to upload modified, created and deleted rates/services within the same excel sheet.The excel sheet file (H:\fis2\ExcelUpload) will be selected on K2000/K2010.

The Upload job (batch job) will run in background, i.e. the uploaded Services/Rates will be available with a time lag. Check your FIS2 Work List if the Upload is complete (see chapter 14). You will also be notified via email.

x

x

x)

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17. Work List


The Upload job will create a Work-Item (FIS2 Work List) fot the responsible user, to inform if the upload was successful or not. Also the user will get an email when the upload is finished.

Finished Upload jobs.Finished Upload jobs.

Refresh the inbox list to check if the newest Upload job is done.Refresh the inbox list to check if the newest Upload job is done.

For any Upload error a detailed message will appear.For each error the affected rows in the Excel-file are listed below!

For any Upload error a detailed message will appear.For each error the affected rows in the Excel-file are listed below!

Detailed remarks for the processed/succeeded/failed Upload will be shown.

Detailed remarks for the processed/succeeded/failed Upload will be shown.

This remark occurs if the Upload was completed successful.

This remark occurs if the Upload was completed successful.

Use the Workflow ID to find the matching Work-Item with further details on eventualy failed uploads.

Use the Workflow ID to find the matching Work-Item with further details on eventualy failed uploads.

1 1 TRACO Excel Upload. 2 TRACO 2nd step - Excel Upload Contents 1.Security 2.Overview / Aim 3.Basic...

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