SAP -  Add Transaction to Role

1. From the Manage menu, click What-ifs. The What-ifs home page is displayed.

2. Click the new icon. A drop-down list displays a list of What-ifs that can be created for the Insights installed on your machine.

3. Click SAP - Add Transaction to a Role. The page for creating a new What-if is displayed.

Provide a name for the What-if task. This name identifies the task on the What-if home page.

From the drop-down list, select the priority of this What-if analysis. By default, the priority is medium.

Select a connection for the analysis. The What-if analysis is performed on the data extracted from this connection. You can set this connection as default from Preferences page.

To select a connection, type in a part of the connection name in the autosuggest text box. All connection names matching the search criteria will be displayed. Select the required connection.

Alternatively, browse and select the desired connection and click OK. The selected connection appears in the Connections field.

Note: In case of secured connections, users signed into IRC will be able to view and use only those connections that they have access to.

If a connection is secured after a user creates a What-if analysis, the user will be able to view the results of that What-if on the home page but not in reports.

Note: A What-if analysis cannot be performed for a connection for which extraction is in progress. In such cases, the system displays an error message . To proceed with the What-if analysis, select another connection and fill in the remaining fields.

Select a role to which transactions are to be added.

To select a role, type in a part of the transaction name in the autosuggest text box. All roles from the selected connection and matching the search criteria are displayed. Select the required role. Alternatively, browse and select the required role and click OK. The selected role appears in the Select Role field.

To assign new transaction codes to the selected role, type in a part of the transaction code name in the autosuggest text box. All the transaction codes matching your search criteria are displayed. Select the required transaction code.

Alternatively, click the Browse icon to browse and select transaction codes and click OK. The selected transaction codes appear in the New Transaction Codes to be Added to the Role field

Note: Click the icon next to a transaction to view its attributes.

In the Rule Books field, select the rule books to be used in the What-if analysis as follows:

1. Type in a part of the rule book name in the autosuggest text box. All rule books matching your search criteria are displayed. Select the required rule book.
   Alternatively, browse for and select the required rule books and click OK. The selected rule books are displayed in the panel below.

2. To select all rule books in the system, select the check-box All.

To remove a rule book from the list, select the rule book to be removed and click the Remove icon.

If the rules in the selected rule books use parameters in the rule conditions, you need to select the required parameter lists containing these parameters.

Note: If no parameter list is selected, the What-if analysis will be performed against all the available parameter lists.

All parameters attached to a rule must exist in the specified parameter list. The parameter list must also contain values for the parameters in the rule. If this is not the case, the rule will be skipped during analysis and the What-if will be partially analyzed. Rules without parameters will not be affected by this selection.

To select parameter lists:

1. In the Parameter Lists field, type in a part of the parameter list name in the autosuggest text box. All parameter lists matching your search criteria are displayed. Select the required parameter list.
   Alternatively, browse for and select the required Parameter List and click OK. The selected parameter lists are displayed in the grid below.

2. To select all parameter lists, select the check-box All.

To remove a selected parameter list, select the parameter list to be removed and click the Remove icon.