You must set up a plan before you can begin any consolidation activities. A plan specifies the participating systems (i.e. which systems are being consolidated). Here you can also configure the target system and destination system.
After executing the transaction “/BTR/CON” (if in the command bar use “/N/BTR/CON”), navigate to the drawer “Configuration” and then select “Plans”.
From here you can:
- Create a new plan
- Copy an existing plan
- Change a plan
- Display a plan
An explanation for the function of each field on the “Plan” screen is as below:
- Plan Name – This is the description of the plan
- Status – This is the status of the plan dictated by the system (options are new, active, inactive and closed)
- System A – This is one of the systems that will be consolidated
- System B – This is the other system that will be consolidated
- Target System – Choose System A or B as target system the other system is now the source
- Destination System – This is the system which will receive the transports
- Transfer Method – Choose if the changes will be transported or inserted directly, we recommend the usage of transport
- Transport request for system A (and B) – Here the create buttons will create transports in each system to contain the changes made during the execution phase
- Default Renaming – This determines if the default renaming occurs in System A or B
- Change Log – This is a log of who created and changed the plan and the date of the creation/change
The workflow tab below shows the status of each phase, who changed, when it was opened and when it was closed.
Select the plan and press the green tick button, note the status is currently ‘New’.
The plan is now ready to run the consistency checks, navigate to the drawer “Results” and then select “Plan consistency checks”.
Press the “Execute checks” button, the checks are then run through and logs are produced for warnings or errors.
Select the plan and press the green tick button, note the status is currently ‘Active’. you are now ready to start with the execution of your plan.