SAP S/4HANA Access for Data Foundation
Data Foundation brings data from every ERP system and instance you connect into one Common Finance Model, and SAP S/4HANA is one of the ERPs it reads directly. PlaidCloud reaches the system through a PlaidLink agent installed on your own network, over RFC. This page is for the SAP administrator who sets that up, and for the PlaidCloud user who asks them to.
PlaidCloud only reads data. Nobody sends a password by email.
Send the Access Request
Section titled “Send the Access Request”On the project’s Foundation tab, choose Create a new connection under SAP S/4HANA connection. The form shows the full request and a How to set up PlaidLink link. Click Copy request to paste it into your own message, or Email request to open it in your mail program with the subject “Read-only SAP S/4HANA access for PlaidCloud (through PlaidLink).”
What the SAP Administrator Sets Up
Section titled “What the SAP Administrator Sets Up”-
Install the PlaidCloud ABAP package (function group of
Z_PLAIDCL_B5_READ_TABLE) in the client you report from, and install a PlaidLink agent that can reach the system over RFC. -
Create a communication user, for example
PLAIDCLOUD_RFC, with a role holding these authorizations:S_RFC: execute the function group ofZ_PLAIDCL_B5_READ_TABLE.S_TABU_NAM(display,ACTVT03) for the tables below.
Tables What they hold T001Company codes T009,T009B,T001BFiscal year variants and posting periods SKA1,SKATG/L accounts FAGL_011PC,FAGL_011ZCFinancial statement version CSKS,CSKTCost centers SETHEADER,SETNODECost center and profit center groups CEPC,CEPCTProfit centers (optional) KNA1,KNVV,KNVHCustomers and their hierarchy MARA,MAKT,T006AMaterials and units TCURR,TCURF,TCURXExchange rates and currency decimals ACDOCAJournal entries of the leading ledger and its balance carryforward VBRK,VBRP,PRCD_ELEMENTSBilling documents and their conditions ACDOCPPlan data COSRStatistical key figures T001K,MBEW,MBEWHValuation areas and material stock values -
Answer the accounting questions (see below).
Questions the Administrator Answers
Section titled “Questions the Administrator Answers”| The administrator tells you | You enter it in PlaidCloud under System settings |
|---|---|
The exchange rate type that holds the average rate. PlaidCloud averages that type’s rates of each month. It is often M. |
average_rate_type |
The exchange rate type that holds the closing rate, its rate at month end. If you name none, the closing rate is the M rate. |
closing_rate_type |
| The financial statement version that reports management P&L and balance sheet | fsv |
| Which of its nodes are revenue, cost of goods sold, operating expense, non-operating, asset, liability, equity and intercompany | intercompany_nodes for the intercompany nodes. The form has no field for the other node types. |
That the balance carryforward (FAGLGVTR) has run for each fiscal year you report |
Nothing to enter. The opening balances are read from it. |
What to Send Back
Section titled “What to Send Back”| The administrator sends | Entered in PlaidCloud as |
|---|---|
| The system ID and the application server (or message server and logon group) | Application server, and System number |
| The client | Client |
| The communication user’s name | User |
| The communication user’s password, through your password manager | Password, which your team pastes in itself |
| The name of the PlaidLink agent that reaches the system | agent under System settings |
| The company codes PlaidCloud may read | Under Company codes, which the system can’t list before a load: enter one company code under Name, or leave it blank to load every company code |
Check the Access
Section titled “Check the Access”Back in PlaidCloud, enter the values and click Test connection. Each dataset shows as Readable, Missing permission or Error:
| Dataset | Tables it reads |
|---|---|
| Entities | T001 |
| Fiscal calendar | T001, T009, T009B, T001B |
| Currency rates | TCURR, TCURF |
| Chart of accounts | SKA1, SKAT, FAGL_011PC, FAGL_011ZC |
| Departments | CSKS, CSKT, SETHEADER, SETNODE |
| Profit centers | CEPC, CEPCT, SETHEADER, SETNODE |
| Customers | KNA1, KNVV, KNVH |
| Products | MARA, MAKT, T006A |
| General ledger | ACDOCA |
| Trial balance | ACDOCA balance carryforward |
| Sales lines | VBRK, VBRP, PRCD_ELEMENTS |
| Budget | ACDOCP |
| Allocation drivers | COSR |
| Inventory balances | T001K, MBEW, MBEWH |
When a dataset shows Missing permission, ask the administrator to add the table to the role and test again. Profit centers, sales lines, budget, allocation drivers and inventory balances are optional: a system that doesn’t hold one still loads everything else.