Standard Users Step 3: Create your first GLSU spreadsheet

Once the GLSU Add-in has been downloaded to your PC and activated, you may now begin using GLSU. To proceed, you may either Initialize a new spreadsheet or download an existing template from the SAP server. This section explains how to set up a spreadsheet from scratch. The next section explains how to download a template which has been created and customized by your company’s Premium users.

To Initialize a new spreadsheet, perform the following steps…

1. Download and activate the GLSU Add-in. See the previous section for detailed instructions.
2. Select GLSU from the Excel Ribbon (if not already selected).
3. Select Initialize.

   

4. In the Initialize Worksheet dialog box, select OK.

   

5. On the next dialog box, select Initialize.

   Note: There are instructions for the "Initialize from a SAP Document" option later in this guide.

   

   If you are installing GLSU for the first time, the system will say No Systems Found. In this case you should click the Add System button, then log in to your desired SAP system so GLSU can retrieve vital information about that SAP system and subsequently you will be able to post to it. You can perform this function multiple times for multiple SAP system/client combinations you may wish to use.

6. Select OK and the pick list appears.

   

7. As of GLSU 7.0, there are now two types of GLSU templates that can be created, Standard and Vertical Header. The standard template will be selected by default. To know more about Vertical header templates, see Create and Use a Vertical Header GLSU template.
8. Configure your spreadsheet by choosing fields in the 'Possible' boxes [labelled Fields in SAP] and moving them to the 'Selected' boxes [labelled Fields on Spreadsheet]. This is explained in more detail later in this guide. Use the Add >> and << Remove arrow buttons to edit the fields which are in the selected boxes on the right of the screen.
9. Select Accept.
10. Type your FI entry data into the spreadsheet. Header information goes at the top of your spreadsheet. Detail information goes in the second section of the spreadsheet. If you need fields which are not on your spreadsheet, re-do the steps explained above which describe how to edit the fields on your spreadsheet.
11. When you have keyed in your data, you should then validate it before exporting the upload file… Choose Validate.

    

12. Once your spreadsheet is validated, Post the document to SAP.

    

13. You will be asked to log onto your SAP system to post. This is explained more fully in a later section of the manual.