Description

The Winshuttle Central data template review options are as follows:
1. No Data Review – no review is required and the data can be run anytime in any system.
2. Review and Post – One Step – anytime there is Production data, it must be approved. The approver also runs the data and will be the person of record in SAP.
3. Review and Post – Separately – anytime there is Production data it has to be approved. After approval it goes to the submitter to run. The submitter is the person of record in SAP.

This article provides a step-by-step overview of the two processes that require data review before the data is posted into SAP.: Review and Post - One Step , and Review and Post - Separately .

Applies to

Central, User Governance
10.X

Solution

Review and Post - One Step

Note steps 7-12 can also be done via the e-mail that arrives instead of going into Central

1. Open Microsoft Excel and the Winshuttle Transaction add-in.
2. Click Open .
3. Select the data template.
4. Update your data so it can run in Production.
5. Save the file locally. ( Note : you will need to save using a different file name because the data template is already on Central)
6. Click Submit .
7. Open the Winshuttle Central site.
8. Under Tasks, select the submitted data file.
9. Select the reviewer who will need to review and post the data. This is because you chose Review and Post – One Step. If you choose Review and Post Separately, then a different user can post.
10. Have the reviewer approve the data file in Tasks.
11. The reviewer will open the data file from Central (in the Excel add-in) and the status of the file should say “Ready to Run”. Alternatively, the reviewer can open the script and data file from the application. (Open the script from Central using the Open drop-down and click the magnifying glass to open the data file from Central.)

Review and Post - Separately

Note steps 6-8 can also be done via the e-mail that arrives instead of going into Central

1.Open Excel and the Winshuttle Transaction add-in.
2.Click the open button and select the data template.
3.Update your data so it can run in Production.
4.Save the file locally. (You will need to save using a different file name because the data template is already on Central.)
5.Click Submit .
6.Go to Central and select the data file in the Tasks section.
7.Select the reviewer who will need to review the data.
8.Have the reviewer approve the data file (in Tasks).
9.The submitter will open the data file from Central (in the Excel add-in) and the status of the file should say “Ready to Run”. Alternatively, the submitter can open the script and data file from the application. (Open the script from Central using the Open drop-down and click the magnifying glass to open the data file from Central.)