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Manage change lists

Access through: Change lists > View/maintain change lists

In preparation for recording and processing changes in user master data, you can create Change lists in Snow Optimizer for SAP® Software.

note

The members of pseudonymization groups may not show the details of change lists or copy change lists.

Create change list​

  1. Select New.png.

  2. Enter the name and description for the new change list.

  3. Save.

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Change change list​

When you open a change list in change mode, you cannot only change the contents of the change list, but also process change list entries to update user master data.

  1. Select the row of a change list.

  2. To show the detailed view, select Details.png.

  3. To switch to change mode, select Switch to change mode.png.

  4. To make changes, do the following:

    • To delete entries, select entries and select Delete1.png.

      note

      To ensure auditing acceptability, you cannot delete entries in the Processed successful tab.

    • To process entries in the Unprocessed tab, select entries and select Process.png.

      caution

      Once you have processed changes, they take effect immediately.

      note

      • When processing change list entries, you can enter an annotation. The annotation is shown in the Processed successful and Processed with errors tabs and in the Change lists archive.

      • When processing change list entries, you can select whether the change list entries are processed online or in the background.

      • When change lists are created automatically in a rule set execution, the change list entries can be processed automatically.

      tip

      When you process change lists in the background, you can define custom job names in Names of jobs.

    • To transfer entries from the Processed with errors tab back to the Unprocessed tab, select entries and select Transfer.png.

    • To move entries in the Unprocessed tab to another change list, select entries and select Move.png.

    • To transfer entries in the Unprocessed tab from a Supermaster system to a Submaster system, select entries and select transfer_to_submaster.png.

  5. Save.

Copy change list​

  1. Select the row of a change list.

  2. Select Copy1.png.

  3. Change the name and description of the change list.

  4. Make other required changes:

    • To delete entries, select entries and select Delete1.png.

      note

      To ensure auditing acceptability, you cannot delete entries in the Processed successful tab.

    • To process entries in the Unprocessed tab, select entries and select Process.png.

      caution

      Once you have processed changes, they take effect immediately.

      note

      • When processing change list entries, you can enter an annotation. The annotation is shown in the Processed successful and Processed with errors tabs and in the Change lists archive.

      • When processing change list entries, you can select whether the change list entries are processed online or in the background.

      • When change lists are created automatically in a rule set execution, the change list entries can be processed automatically.

    • To transfer entries from the Processed with errors tab back to the Unprocessed tab, select entries and select Transfer.png.

    • To move entries in the Unprocessed tab to another change list, select entries and select Move.png.

    • To transfer entries in the Unprocessed tab from a Supermaster system to a Submaster system, select entries and select transfer_to_submaster.png.

  5. Save.

Archive change list​

You cannot delete but archive change lists that have successfully processed entries in the Change lists archive.

caution

Only successfully processed change list entries are archived, all other change list entries are deleted.

  1. Open a change list in change mode.

  2. Select Archive.png Archive change list.

  3. In the pop-up, select Yes.

Create offline file​

You can create offline files to import and process change lists with Snow Optimizer for SAP® Software Offline Tool.

  1. Open a change list in change mode.

  2. Select Create file.png Create file for offline update.

  3. In the pop-up, select the location and select OK.