Prerequisites for the case-centric Open Credit Memo app
Before you set up the case-centric version of the Open Credit Memo app, you’ll need to complete these prerequisite steps:
Install and configure a Data Connection between Celonis and your source system.
If you’ve already set up a Data Connection to this source system, you can reuse it. If not, you'll need to install the Celonis components in your source system, set up the extractor server, and configure a Data Connection in the Celonis platform.
Install and configure the newest version of the Process Connector that the Open Credit Memo app works with.
This is the one shown on the app’s Celonis Marketplace listing page as the required connector. The Data Model “SAP ECC - Analytical (FI Open + Cleared)” that you’ll use with the app comes with the Process Connector. The easiest way to get the connector is through the Process Connector library. If you’ve already set up this Process Connector for a different app, you can reuse it.
Load the Data Model “SAP ECC - Analytical (FI Open + Cleared)” with your data.
Required tables and columns lists the tables and columns you’ll need from SAP ECC.
Important
The BSEG table, which contains credit memos and invoice items, must have fewer than 30 million rows for the Open Credit Memo app’s augmentation functionality to work.
When the Data Connection and Process Connector are in place and you’ve loaded the Data Model, follow the steps in Installing the case-centric Open Credit Memo app.
If you need to get help with any of the app’s prerequisites or setup steps, Support tells you how.
Required tables and columns
Here’s the reference list of the SAP ECC tables and columns that the Open Credit Memo app needs data from:
Table | Columns |
|---|---|
LFA1 | NAME1, LAND1, MANDT, LIFNR, KTOKK, VBUND, SPERZ |
LFB1 | MANDT, LIFNR, BUKRS, ZAHLS |
BSEG | MANDT, GJAHR, BUKRS, BELNR, BUZEI, ZLSPR, WRBTR, LIFNR, ZUONR, SGTXT, ZFBDT, REBZG, AUGDT, ZBD3T, ZBD2T, ZBD1T, BSCHL, SHKZG |
BKPF | MANDT, WAERS, CPUDT, XBLNR, BLART, BLDAT, BLART_TEXT, TCODE, XREVERSAL, BELNR |
Note
It’s important that the BSEG and BKPF tables contain both credit memos (with the posting key 21) and invoices (with the posting key 31). The posting key is in the BSCHL field of the BSEG table.