This forum topic was updated on March 24, 2015
To help optimize performance when exporting data via the FI - FINANCE DOCUMENTS data type, we recommend that customers deploy the various changes listed below. There are two sets of updates included here: (1) the table and field relations within FI - FINANCE DOCUMENTS itself, and (2) the links to recipient data types LINK - ACCT TO CLEARING DOC, LINK - FI DOC TO CUSTOMER MASTER, and LINK - FI TO OPERATING CONCERN.
Regarding the first set of updates, because this change simply involves replacing table BSEG with table BKPF as the source (parent), there is no risk to the data integrity when copying data (so as long as the directions in this forum are specifically followed). Additionally, we recommend removing table BKORM from FI - FINANCE DOCUMENTS and add it to its own data type; for step-by-step instructions for making this specific change, visit this forum topic:
https://hayes.zendesk.com/entries/24...ce-table-BKORM
Regarding the second set of updates, additional logic is being applied which means that the data being collected is more relevant and thus more optimal. The end result is that only those BSEG records which are relevant are being exported versus all BSEG records.
If you feel that support is needed to help make these changes, submit a support ticket and our team will respond accordingly.
Set 1: Update the table and field relations for FI - FINANCE DOCUMENTS
1. Within data type FI - FINANCE DOCUMENTS select the 'Tables' view
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2. There will be a number of table relations in your config where the Source table is BSEG as is visible in the screen capture below (your system may not completely match these results). Several of these table relations (but not all) should be changed to BKPF.
The entries where BSEG is highlighted in yellow and bordered in blue are those records being changed; the entries where BSEG is highlighted in red should not be changed.
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3. Below is a screen capture after having changed the respective BSEG values to BKPF; this screen capture represents our standard Gold Client config currently. The result is that a number of table relations that previously used BSEG as the Source table should now be BKPF.
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4. After changing the Source table to be BKPF, it is absolutely vital that you apply common fields for each table relation that was changed; the common fields to use are: BELNR-BELNR, BUKRS-BUKRS, and GJAHR-GJAHR (as seen in the screen capture below)
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5. Consider repeating steps 1-4 for other FI data types such as FI - CLEARING DOCUMENTS or any custom Finance data types unique to your configuration
Set 2: Update the recipient data types
1. Within data type FI - FINANCE DOCUMENTS select the 'Linkages' view. The linkages that should be updated are LINK - ACCT TO CLEARING DOC, LINK - FI DOC TO CUSTOMER MASTER, and LINK - FI TO OPERATING CONCERN.
Some of the links may be set as inactive within your Gold Client configuration and as such these are skipped during the export process; however it may be possible that they will be made active in the future and therefore would benefit from this update. In the end, the decision is yours to update only active links or all links.
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2. Double-click the link to LINK - ACCT TO CLEARING DOC and add the new entry highlighted below (AND BSEG AUGBL not equal to ' ')
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3. Double-click the link to LINK - FI DOC TO CUSTOMER MASTER and add the new entry highlighted below (AND BSEG KUNNR not equal to ' ')
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4. Double-click the link to LINK - FI TO OPERATING CONCERN and add the new entry highlighted below (AND BSEG PAOBJNR not equal to ' ')
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5. Consider repeating steps 1-4 for other FI data types such as FI - CLEARING DOCUMENTS or any custom Finance data types unique to your configuration
If your organization is using the HR module and creating Payroll data in your SAP system, then the change below is also relevant
6. Open data type HR - FI DOCUMENTS and select the 'Linkages' view; the linkage that should be updated is LINK - SETTLEMENTS (BSEG). Add a new line to the linkage details (as highlighted) consisting of AND BSEG PROJK NE ' '
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To help optimize performance when exporting data via the FI - FINANCE DOCUMENTS data type, we recommend that customers deploy the various changes listed below. There are two sets of updates included here: (1) the table and field relations within FI - FINANCE DOCUMENTS itself, and (2) the links to recipient data types LINK - ACCT TO CLEARING DOC, LINK - FI DOC TO CUSTOMER MASTER, and LINK - FI TO OPERATING CONCERN.
Regarding the first set of updates, because this change simply involves replacing table BSEG with table BKPF as the source (parent), there is no risk to the data integrity when copying data (so as long as the directions in this forum are specifically followed). Additionally, we recommend removing table BKORM from FI - FINANCE DOCUMENTS and add it to its own data type; for step-by-step instructions for making this specific change, visit this forum topic:
https://hayes.zendesk.com/entries/24...ce-table-BKORM
Regarding the second set of updates, additional logic is being applied which means that the data being collected is more relevant and thus more optimal. The end result is that only those BSEG records which are relevant are being exported versus all BSEG records.
If you feel that support is needed to help make these changes, submit a support ticket and our team will respond accordingly.
Set 1: Update the table and field relations for FI - FINANCE DOCUMENTS
1. Within data type FI - FINANCE DOCUMENTS select the 'Tables' view
2. There will be a number of table relations in your config where the Source table is BSEG as is visible in the screen capture below (your system may not completely match these results). Several of these table relations (but not all) should be changed to BKPF.
The entries where BSEG is highlighted in yellow and bordered in blue are those records being changed; the entries where BSEG is highlighted in red should not be changed.
3. Below is a screen capture after having changed the respective BSEG values to BKPF; this screen capture represents our standard Gold Client config currently. The result is that a number of table relations that previously used BSEG as the Source table should now be BKPF.
4. After changing the Source table to be BKPF, it is absolutely vital that you apply common fields for each table relation that was changed; the common fields to use are: BELNR-BELNR, BUKRS-BUKRS, and GJAHR-GJAHR (as seen in the screen capture below)
5. Consider repeating steps 1-4 for other FI data types such as FI - CLEARING DOCUMENTS or any custom Finance data types unique to your configuration
Set 2: Update the recipient data types
1. Within data type FI - FINANCE DOCUMENTS select the 'Linkages' view. The linkages that should be updated are LINK - ACCT TO CLEARING DOC, LINK - FI DOC TO CUSTOMER MASTER, and LINK - FI TO OPERATING CONCERN.
Some of the links may be set as inactive within your Gold Client configuration and as such these are skipped during the export process; however it may be possible that they will be made active in the future and therefore would benefit from this update. In the end, the decision is yours to update only active links or all links.
2. Double-click the link to LINK - ACCT TO CLEARING DOC and add the new entry highlighted below (AND BSEG AUGBL not equal to ' ')
3. Double-click the link to LINK - FI DOC TO CUSTOMER MASTER and add the new entry highlighted below (AND BSEG KUNNR not equal to ' ')
4. Double-click the link to LINK - FI TO OPERATING CONCERN and add the new entry highlighted below (AND BSEG PAOBJNR not equal to ' ')
5. Consider repeating steps 1-4 for other FI data types such as FI - CLEARING DOCUMENTS or any custom Finance data types unique to your configuration
If your organization is using the HR module and creating Payroll data in your SAP system, then the change below is also relevant
6. Open data type HR - FI DOCUMENTS and select the 'Linkages' view; the linkage that should be updated is LINK - SETTLEMENTS (BSEG). Add a new line to the linkage details (as highlighted) consisting of AND BSEG PROJK NE ' '
