Carrying Out Mass Changes to Asset Master Data Using a Worklist

Objective

After completing this lesson, you will be able to carry out mass changes to asset master data using a worklist

Mass Changes to Asset Master Data Using Worklists

A step-by-step workflow for using worklists to perform mass changes to asset master data, such as updating cost centers based on substitution rules.

You can edit a worklist from the FI-AA application menu to carry out mass changes, as long as you have authorization for this application transaction.

Therefore, it is not necessary to access the function with workflow task assignment in Customizing.

Note

The technology of the mass changes are based on workflow which allows us to use the functionality of BOR with its methods. To enable this functionality we need to have the minimum configuration of the workflow. If the basic settings are not maintained (tcode SWU3), these can be generated by an automatic workflow customizing. But that is a major decision that needs to be discussed with the IT department. See SAP Note 127931.

Substitution Rule for Mass Changes

Illustration of rule logic for automated mass data substitution, showing conditions triggering cost center updates and outputs for streamlined data management.

A substitution rule consists of the following parts:

Conditions that identify the records to be selected:
You can create conditions using the form editor or while in expert mode. To use expert mode, you must know the technical field and table descriptions of the input fields involved.
Substitutions if the conditions are met:
You can identify replacement values using substitutions. These substitutions can be constant values, field-field assignments, or user exits.

For more information on the use of substitution rules for mass changes to (time-dependent) asset master data, see SAP Note 210897.

To Create a Mass Change to Asset Master Data

Perform the following steps to mass change the asset master data using the worklist:

Steps

Create a substitution rule to specify which fields you want to change and how you want to change them.
1. Create a substitution in Customizing for Financial Accounting under Asset Accounting→Master Data→Define Substitution.
2. Choose Define substitution for mass changes.
3. Choose the Substitution button.
4. Choose the Create Substitution button.
5. Create at least one step to maintain an if-then condition; that is, a substitution rule that meets your requirements.
Assign the saved substitution rule to a company code.
1. Start transaction OA02.
Create a list of assets to be changed. This list is called a worklist.
1. Enter any ABAP asset report. Alternatively, in the FI-AA application menu, choose Environment→Worklist→Generate from the menu path (AR01).
Create a worklist.
1. Select the master data to be changed.
2. Choose the Create Worklist button on the results screen.
Select a purpose for your worklist.
1. Enter a description.
2. Select a purpose for your worklist.
  The purpose is a predefined standard task in the system; for example, change master data.
Save the defined substitution rule for the mass change.
1. In the dialog box that appears, select the defined substitution rule for the mass change.
2. Save your data.
Edit the worklist. Only the worklist has to be processed.
1. In the FI-AA application menu, choose Environment→Worklist→Edit (AR31).
Check whether your mass change was successful by displaying the assets or running an appropriate report (RAAEND01).

How to Create a Mass Change Rule and Execute a Mass Change

DemoStart Demo

Define User Fields and Mass Changes of Asset Master Records

ExerciseStart Exercise

Summary

Use worklists to perform mass changes to asset master data.
Substitution rules define conditions and replacement values.
Workflow technology supports mass change functionality.
Mass changes can be edited and released through worklists.

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