Manage Spreadsheet Templates

Spreadsheet templates can be stored on your SAP server. This functionality allows the efficient distribution of templates to your SAP users. It also allows for your users to get a quick head-start when using GLSU for the first time.

Standard users can download the templates. Premium users can download, upload, rename and delete the templates which you have stored. The following pages explain the Premium User functionality in greater detail.

Downloading a template from SAP to your computer is an easy process. There are two ways to do this. You can download the template from the SAP ZGLSU transaction or from the front-end. This topic covers the following procedures:

Download the spreadsheet template using ZGLSU transaction
Upload a new template to SAP server
Upload a new spreadsheet to SAP server
Rename a spreadsheet template stored on SAP server
Delete a spreadsheet template stored on SAP server

Download the spreadsheet template using ZGLSU transaction

Select Initialize.
Initialize
Select OK to bring up a list of templates.
Select a template.
The GLSU system will pop-up a file explorer screen. Use this to place the template file wherever you like on your system. You can change the name at this time to something that suits your workflow.
The end result will be a fully formed template, possibly partially filled in by your Premium user with required field data.
Make whatever modifications you need to: add lines, change dates, etc., and post or park the document as usual. The template is simply meant as a starting point to maintain some consistancy from document to document.

The alternate way to select and download templates is by using the ZGLSU transaction.

Select the Download a spreadsheet template button from the ABAP program ZGLSU.
Highlight the appropriate template and select the Choose button.
Use the standard Windows dialog box to choose a file name and directory on your PC to store the file. Select the Save button when finished.

Upload a new template to SAP server

Premium users will be able to maintain the spreadsheet templates that are stored on your SAP system. Premium Users will be able to upload new templates from their PC to SAP. Premium Users will also be able to rename the templates which are stored on the SAP server. If you do not have access to this functionality, you will need to be set up as a Premium User, or have your Company’s Premium User do this for you.

Note: Templates are not changed on the SAP server. Changes which need to be made to the structure of the template must be done inside Excel. Once saved, the edited spreadsheet file can then be uploaded to SAP.

To access this functionality,

Select the Premium User Functions button on the ABAP screen transaction ZGLSU.
Select the Maintain Templates button.
Select the add, rename, or delete buttons, see instructions below.

The following sections explain how to upload, rename, and delete the GLSU templates which are stored on your SAP server.

Note: The SAP system choice does not take effect until GLSU is logged on to the appropriate SAP system.

Note: GLSU stores each unique SAP system and client’s data in a separate .INI on your system.

Upload a new spreadsheet to SAP server

To upload a new spreadsheet to the SAP server:

Select the Upload Template icon.
Locate the spreadsheet on your system using the standard Windows dialog box shown below. When found, select the Open button.
In the New Template Name dialog box, enter a name to the spreadsheet template on your SAP server.
Select the check icon when finished.

Rename a spreadsheet template stored on SAP server

To rename a Spreadsheet Template which is already stored on your SAP server, perform the following steps:

Note: This functionality is only available to Premium Users.

Select the Premium User Functions button from transaction ZGLSU.
Select the Maintain Templates button.
Highlight the appropriate spreadsheet you wish to edit and then select the rename icon at the bottom of the screen.
Enter in the new name of the template in the dialog box.
Select the Check icon.

Delete a spreadsheet template stored on SAP server

To delete a spreadsheet template which is already stored on your SAP server, perform the following steps: