Emi Gall

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Return that Contains Table forms

using the Migration Workbench

(Transaction EMIGALL)

Applies to:

Tax and Revenue Managements. Tax and Revenue Managements.

Summary

With Enhancement Package 5 Tax and Revenue Management includes new functionality (e.g. Table Forms) With Enhancement Package 5 Tax and Revenue Management includes new functionality (e.g. Table Forms) to supports all kind of tax types that require tracking of information based on multiple line items e.g. to be to supports all kind of tax types that require tracking of information based on multiple line items e.g. to be declared by an employer.

declared by an employer. This cookbook describes This cookbook describes all the necessary steps to uall the necessary steps to upload tax return header data,pload tax return header data, form data and table form data using the Migration Workbench (transaction EMIGALL).

form data and table form data using the Migration Workbench (transaction EMIGALL).

Author:

Author: Diego GaudenziDiego Gaudenzi Company:

Company: SAP AmericaSAP America Created on:

Created on: 1 May 20111 May 2011

Author Bio

Diego Gaudenzi has worked at SAP since January 2001. He joined the IBU Public Sector and Diego Gaudenzi has worked at SAP since January 2001. He joined the IBU Public Sector and

worked as a software developer for 8 years and started his current position as Solution manager for worked as a software developer for 8 years and started his current position as Solution manager for Tax and Revenue Management in 2009.

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Step by Step How to

Step by Step How to Upload a Tax Return that Contains Table forms using Upload a Tax Return that Contains Table forms using the Migration Workbench (Transaction EMIGthe Migration Workbench (Transaction EMIGALL)ALL)

Introduction

In Tax and Revenue Management, the data import of forms provided by any of the form-based processes is In Tax and Revenue Management, the data import of forms provided by any of the form-based processes is performed using the Migration Workbench (transaction EMIGALL). This tool allows an upload of forms on a performed using the Migration Workbench (transaction EMIGALL). This tool allows an upload of forms on a periodicity to be defined by the customer. The following example describes how to import data to Table periodicity to be defined by the customer. The following example describes how to import data to Table Forms (cover sheet and at least one schedule) which are defined In the

Forms (cover sheet and at least one schedule) which are defined In the IMG activity Define Table Forms IMG activity Define Table Forms .. The functionality of table forms supports all kind of tax types that require tracking of information based on The functionality of table forms supports all kind of tax types that require tracking of information based on multiple line items e.g. to be declared by an employer.

multiple line items e.g. to be declared by an employer. An example is the tax return f

An example is the tax return f or unemployment tax paid by the employer tor unemployment tax paid by the employer t hat contains aggregated values onhat contains aggregated values on the cover sheet as well as schedules that contain the line items that make up the aggregated values. The the cover sheet as well as schedules that contain the line items that make up the aggregated values. The potential volume of the line items within these schedules can reach thousands of lines within each tax return. potential volume of the line items within these schedules can reach thousands of lines within each tax return. To use table forms you require a cover sheet and at least one schedule. The structure of the cover sheet is To use table forms you require a cover sheet and at least one schedule. The structure of the cover sheet is defined based on the Internet Service Request (ISR). The schedules are defined as table forms using the defined based on the Internet Service Request (ISR). The schedules are defined as table forms using the data dictionary. A table form can have header data (optionally) and line items.

data dictionary. A table form can have header data (optionally) and line items.

EMIGALL

You use the migration workbench (transaction EMIGALL) to upload the data. You have to use migration You use the migration workbench (transaction EMIGALL) to upload the data. You have to use migration object PS_RETURN for the upload of tax return header data, form header data and the data that is stored in object PS_RETURN for the upload of tax return header data, form header data and the data that is stored in the form itself (ISR form data only).

the form itself (ISR form data only).

To upload table form data, you have to use separate BAPI Migration Objects. To upload table form data, you have to use separate BAPI Migration Objects.

PS_RETURN Migration Object PS_RETURN Migration Object

Prerequisite Prerequisite

Structure TAX_FORMS within Migration Object PS_RETURN should have field FORM_CLASS available to Structure TAX_FORMS within Migration Object PS_RETURN should have field FORM_CLASS available to be used:

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Step by Step How to



 If field FORM_CLASS is not visible in Auto. Structure TAX_FORMS you can add it up executing theIf field FORM_CLASS is not visible in Auto. Structure TAX_FORMS you can add it up executing the

following steps: following steps:



 After the field is displayed, double click on it to change processing type from 1 to 3, save and go back toAfter the field is displayed, double click on it to change processing type from 1 to 3, save and go back to

the initial screen: the initial screen:

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

 The new field should now be displayed:The new field should now be displayed:



 If you added up the field FORM_CLASS, you will need to regenerate the Report (Migration ObjectIf you added up the field FORM_CLASS, you will need to regenerate the Report (Migration Object 

Generate Report) Generate Report)



 To upload the coversheet data, use Migration Object PS_RETURN and manually enter the data for theTo upload the coversheet data, use Migration Object PS_RETURN and manually enter the data for the

required data types (e.g. RETURNS, FORMS and FIELDS). For this example the coversheet data will be required data types (e.g. RETURNS, FORMS and FIELDS). For this example the coversheet data will be loaded for ISR Form ISR_FORM_SUET.

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Step by Step How to

Step by Step How to Upload a Tax Return that Contains Table forms using Upload a Tax Return that Contains Table forms using the Migration Workbench (Transaction EMIGAthe Migration Workbench (Transaction EMIGALL)LL)



 Enter a File name and click Create pushbutton:Enter a File name and click Create pushbutton:



 Enter data for the required data types as shown on this screen shot:Enter data for the required data types as shown on this screen shot:

Notes: Notes:



 The two lines of The two lines of Data type FORMS highlighted in yellow above are Data type FORMS highlighted in yellow above are needed; the first entry indicates the Adobe or needed; the first entry indicates the Adobe or

Webdynpro form which is represented by the

Webdynpro form which is represented by the Internet Service Request ISR structure and the second entry indicatesInternet Service Request ISR structure and the second entry indicates the Table Form.

the Table Form.



 On this example just three fields are On this example just three fields are used with Data Type FIELDS located in used with Data Type FIELDS located in to ISR_FORM_SUET structto ISR_FORM_SUET structure. Anyure. Any

other ISR structure can be used in the same way and any number of FIELDS entries can also be used. other ISR structure can be used in the same way and any number of FIELDS entries can also be used.



 You can generate the unique key for the tax return (e.g. RETURN_ID and CASE_GUID) in transaction SE37 usingYou can generate the unique key for the tax return (e.g. RETURN_ID and CASE_GUID) in transaction SE37 using

function module

function module GUID_CREATE.GUID_CREATE.



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

 Here the RETURN entry:Here the RETURN entry:



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Step by Step How to

Step by Step How to Upload a Tax Return that Upload a Tax Return that Contains Table forms using the Migration Workbench (Transaction EMIGALLContains Table forms using the Migration Workbench (Transaction EMIGALL))



 Here the Table Form entry (FORM_CLASS = TL):Here the Table Form entry (FORM_CLASS = TL):



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BAPI Migration Object BAPI Migration Object

Table Form Data Table Form Data



 To Load the Table forms a new Migration Object has to be created usingTo Load the Table forms a new Migration Object has to be created using migration class “BAPI”migration class “BAPI” and as aand as a

Service Module point out to the Function Module that will create the entries in the Table. In this example, Service Module point out to the Function Module that will create the entries in the Table. In this example, I am using function module FMCA_TF_MIGRATE_UET delivered in Function Group

I am using function module FMCA_TF_MIGRATE_UET delivered in Function Group

FMCA_TF_SAMPLES within Package FMCA_TRM_SAMPLES and can be used as a reference to FMCA_TF_SAMPLES within Package FMCA_TRM_SAMPLES and can be used as a reference to create a new Function Module to upload any other Table Form.

create a new Function Module to upload any other Table Form.



 To create the new Migration Object go to the menu Migration ObjectTo create the new Migration Object go to the menu Migration Object Create, enter Migration objectCreate, enter Migration object

(e.g.

(e.g. UET_TABLE), UET_TABLE), enter enter Migration Migration Class Class BAPI BAPI and and click click ::



 Enter Mig. Obj. abbr., Service moduleEnter Mig. Obj. abbr., Service module and press “and press “enter enter ”:”:



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Step by Step How to

Step by Step How to Upload a Tax Return that Contains Table Upload a Tax Return that Contains Table forms using the Migration Workbench (Transaction EMIGALL)forms using the Migration Workbench (Transaction EMIGALL)



 Go back using the green arrow:Go back using the green arrow:



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

 Double click on the new Mig. Object and double click on the Auto. Struct. FORM_KEY:Double click on the new Mig. Object and double click on the Auto. Struct. FORM_KEY:



 Click on MenuClick on MenuAutomatic structureAutomatic structureChange and change the Rec. data Type from DAT001 to KEYChange and change the Rec. data Type from DAT001 to KEY

and click on Save and click on Save

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Step by Step How to

Step by Step How to Upload a Tax Return that Contains Table forms using Upload a Tax Return that Contains Table forms using the Migration Workbench (Transaction EMIGALL)the Migration Workbench (Transaction EMIGALL)



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

 Now click again on MenuNow click again on MenuAutomatic structureAutomatic structureChange and change Rec. data type from TAB001 toChange and change Rec. data type from TAB001 to

LINE_ITEMS and finally click on Save and the green arrow to go back to the initial screen: LINE_ITEMS and finally click on Save and the green arrow to go back to the initial screen:

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Step by Step How to



 Select your Migration Object and click on Migration ObjectSelect your Migration Object and click on Migration ObjectGenerate Report:Generate Report:



 Now Select Migration ObjectNow Select Migration Object Data Data Import, Import, enter enter a a File File name name and and click click ::

Notes: When entering the data for

Notes: When entering the data for the Mig. Data Type KEY It is the Mig. Data Type KEY It is important to pay attention to the important to pay attention to the FORM_GUID and to theFORM_GUID and to the RETURN_ID:

RETURN_ID:



 The RETURN_GUID should be the same The RETURN_GUID should be the same as the RETURN_ID used in as the RETURN_ID used in Mig. Object PS_RETURNMig. Object PS_RETURN 

 The FORM_GUID should match to the The FORM_GUID should match to the CASE_GUID used in Mig. Object PS_RETURN used to upload theCASE_GUID used in Mig. Object PS_RETURN used to upload the

coversheet (for entry with FORM_CLASS = TF) coversheet (for entry with FORM_CLASS = TF)

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

 Enter data for Rec. Data Type KEY:Enter data for Rec. Data Type KEY:



 Enter data for Rec. Data type LINES. This data will be uploaded into the Table Form:Enter data for Rec. Data type LINES. This data will be uploaded into the Table Form:

Notes: Enter as many Rec. Data

Notes: Enter as many Rec. Data type LINES as you wish.type LINES as you wish.



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Step by Step How to



 Go back to the initial screen.Go back to the initial screen. 

 After all the data is entered the Data Import can be executed (Migration ObjectAfter all the data is entered the Data Import can be executed (Migration Object Data Import):Data Import):



 Finally check if your data was uploaded correctly (e.g. Statistics).Finally check if your data was uploaded correctly (e.g. Statistics).



 At this point the upload is finished and all the Form data (header and table form data) should be writtenAt this point the upload is finished and all the Form data (header and table form data) should be written

in the following tables: in the following tables: DFMCA_RETURN DFMCA_RETURN

DFMCA_FORMS DFMCA_FORMS

DFMCA_TF_UET_L

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Emi Gall

Return that Contains Table forms

Return that Contains Table forms

using the Migration Workbench

using the Migration Workbench

(Transaction EMIGALL)

(Transaction EMIGALL)

Applies to:

Applies to:

Summary

Summary

Author Bio

Author Bio

Table of Contents

Table of Contents

Introduction

Introduction

EMIGALL

EMIGALL

Related Content

Related Content

Copyright

Copyright