conditional

Functional Description

EvoPlan – Cleanup EvoPlan Transaction Data

Release Version: 2406

Document Version: 1.1

June 2024

Target Audience

• Implementation Teams

• Customers

Version History

Contents

1Introduction4

2Cleanup EvoPlan Transaction Data4

2.1Tables to Check the Data5

2.2Retrieve Data from the Tables6

3Detailed Description with Example10

3.1Demand10

3.2Resource15

3.3Resource Group18

3.4Resource Work Schedules20

3.5Asset22

3.6Qualification24

3.7Qualification Assignments26

3.8Qualification Proficiency28

3.9Qualification Scales30

3.10Demand Components32

3.11Message Cockpit34

4Table of Figures37

The purpose of this document is to explain the process of data deletion in the EvoPlan application through the report.

The Cleanup EvoPlan Transaction Data report is used to delete data for different selections from EvoPlan. Below is the list of selection types:

• Demand

• Resource

• Resource Group

• Resource Work Schedules

• Asset

• Qualification

• Qualification Assignments

• Qualification Proficiency

• Qualification Scales

• Demand Components

• Message Cockpit

Execute the transaction code mentioned above to run the Cleanup EvoPlan Transaction Data report.

It has the following sections,

• Execute Cleanup On

  • To choose the selection type (Demand, Resource etc.,).

Note: Multiple selections are possible.

• Selection by Admin Data

  • To enter or select the date ranges (Created Date: Date range is considered order created dates. Last Changed Date: Date range is considered order last updated dates).

  • The Reset Date option is used to clear both the filled dates.

• Common Fields for Selection

  • To enter the External key, Source, and Object Guid.

• Simulation Mode

  • It is used to check for any possible errors before performing the actual execution of a report.

Note:

• When a demand and message cockpit field is selected, additional sections, such as the Demand Field for Selection and Selection for Message Cockpit will be displayed.

• The report supports combinations of selections.

The following tables provide the Common Fields for Selection section data.

Note:

• When a field, such as demand, resource, etc., is selected in the report and cleaned up, all the dependent table data are also cleared from the EvoPlan application.

• When the dependent entries in the table are not deleted, the only possible solution is force deletion. Since a standard cleanup report is not available for force deletion, contact the respective project managers to carry it out.

Retrieve Data from the Tables

Below example is an explanation to view the data from the table.

For example:

The details to be entered under common fields for selection will be checked from the below tables:

Note: To view data from other tables, follow the same steps as in the below example.

To check the data required,

• Execute the above-mentioned transaction code.

• Enter the table name from the above table list.

• To filter the results in the table, enter the data under Selection Criteria if necessary.

• Execute to view the required data in the table.

• Double-click the data to view the Detailed Display or select the data through the checkbox and select the Details option to view the Detailed Display.

• In the report, relevant data can be retrieved from the table for the respective field and entered into the report under Common Fields for Selectionas follows:

  • External Key – External Key

  • Source - Object Source Type

  • Object Guid - Demand Guid

Execute the above-mentioned transaction code to run the Cleanup EvoPlan Transaction Data report.

General Note: The message cockpit and demand assignments data will be cleaned up from the EvoPlan application when the Demand checkbox in the report is selected and executed.

The demands data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Demand from the Execute cleanup on section,

• Enter the date ranges (Created Date, Last Changed Date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Demand from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned tables below,

• Deletion of the dependent table /EVORA/EP_T_A000 (Demand Assignments) data depends on whether the unassign function is possible, considering the status of the demand.

Selection for Demand Fields:

On the report, select Demand from the Execute cleanup on section,

• If required, enter the date ranges.

• Enter the specific demand status to delete the records (INIT, MOBI etc.,) on Selection for Demand Fields.

• Uncheck Simulation Mode.

• Execute the report.

General Note:

• The resource group data will be cleaned up from the EvoPlan application when the Resource checkbox in the report is selected and executed.

The resources data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Resource from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Resource from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned table below,

The resource group data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Resource Group from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Resource Group from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned table below,

The resource work schedules data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Resource Work Schedules from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Resource Work Schedules from the Execute cleanup on section,

• Enter the Object Guid of the specific resource work schedules from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned table below,

The assets data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Asset from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Asset from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned tables below,

General Note: The qualification assignments data will be cleaned up from the EvoPlan application when the Qualification checkbox in the report is selected and executed.

The qualifications data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Qualification from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Qualification from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned tables below,

The qualification assignments data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Qualification Assignments from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Qualification Assignments from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned table below,

The qualification proficiency data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Qualification Proficiency from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Qualification Proficiency from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned tables below,

The qualification scales data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Qualification Scales from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Qualification Scales from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned tables below,

The demand components data can be deleted from EvoPlan, by following the below steps,

Selection by Admin Data:

On the report, select Demand Components from the Execute cleanup on section,

• Enter the date ranges (Created date, Last changed date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Demand Components from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned tables below,

Selection by Admin Data:

On the report, select Message Cockpit from the Execute cleanup on section,

• Enter the date ranges (Created Date, Last Changed Date).

• Uncheck Simulation Mode.

• Execute the report.

Common Fields for Selection:

On the report, select Message Cockpit from the Execute cleanup on section,

• Enter the required data from the table (refer to the note below) under Common Fields for Selection.

• Uncheck Simulation Mode.

• Execute the report.

Note:

The data required to enter in the report under common fields for selection to be checked from the mentioned tables below,

Selection for Message Cockpit:

On the report, select Message Cockpit from the Execute cleanup on section,

• If required, enter the date ranges.

• Enter the specific Sync Status (Success (S), Info (I), Warning (W), Error (E), Abort (A), and In Progress (Q)) on Selection for Message Cockpit.

• Uncheck Simulation Mode.

• Execute the report.

Figure 1: Example Representation of Cleanup EvoPlan Transaction Data4

Figure 2: Example Representation of General Table Display7

Figure 3: Example Representation of Display of Entries Found7

Figure 4: Example Representation of Detailed Display8

Figure 5: Example Representation of Cleanup EvoPlan Transaction Data: Common Fields for Selection9

Figure 6: Example Representation of Cleanup EvoPlan Transaction Data: Demand10

Figure 7: Example Representation of Cleanup EvoPlan Transaction Data: Demand11

Figure 8: Example Representation of Cleanup EvoPlan Transaction Data: Demand12

Figure 9: Example Representation of Cleanup EvoPlan Transaction Data: Demand12

Figure 10: Example Representation of Cleanup EvoPlan Transaction Data: Demand13

Figure 11: Example Representation of Cleanup EvoPlan Transaction Data: Demand14

Figure 12: Example Representation of Cleanup EvoPlan Transaction Data: Resource15

Figure 13: Example Representation of Cleanup EvoPlan Transaction Data: Resource16

Figure 14: Example Representation of Cleanup EvoPlan Transaction Data: Resource16

Figure 15: Example Representation of Cleanup EvoPlan Transaction Data: Resource17

Figure 16: Example Representation of Cleanup EvoPlan Transaction Data: Resource Group18

Figure 17: Example Representation of Cleanup EvoPlan Transaction Data: Resource Group18

Figure 18: Example Representation of Cleanup EvoPlan Transaction Data: Resource Group19

Figure 19: Example Representation of Cleanup EvoPlan Transaction Data: Resource Group19

Figure 20: Example Representation of Cleanup EvoPlan Transaction Data: Resource Work Schedules20

Figure 21: Example Representation of Cleanup EvoPlan Transaction Data: Resource Work Schedules20

Figure 22: Example Representation of Cleanup EvoPlan Transaction Data: Resource Work Schedules21

Figure 23: Example Representation of Cleanup EvoPlan Transaction Data: Resource Work Schedules21

Figure 24: Example Representation of Cleanup EvoPlan Transaction Data: Asset22

Figure 25: Example Representation of Cleanup EvoPlan Transaction Data: Asset22

Figure 26: Example Representation of Cleanup EvoPlan Transaction Data: Asset23

Figure 27: Example Representation of Cleanup EvoPlan Transaction Data: Asset23

Figure 28: Example Representation of Cleanup EvoPlan Transaction Data: Qualification24

Figure 29: Example Representation of Cleanup EvoPlan Transaction Data: Qualification24

Figure 30: Example Representation of Cleanup EvoPlan Transaction Data: Qualification25

Figure 31: Example Representation of Cleanup EvoPlan Transaction Data: Qualification25

Figure 32: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Assignments26

Figure 33: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Assignments26

Figure 34: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Assignments27

Figure 35: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Assignments27

Figure 36: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Proficiency28

Figure 37: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Proficiency28

Figure 38: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Proficiency29

Figure 39: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Proficiency29

Figure 40: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Scales30

Figure 41: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Scales30

Figure 42: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Scales31

Figure 43: Example Representation of Cleanup EvoPlan Transaction Data: Qualification Scales31

Figure 44: Example Representation of Cleanup EvoPlan Transaction Data: Demand Components32

Figure 45: Example Representation of Cleanup EvoPlan Transaction Data: Demand Components32

Figure 46: Example Representation of Cleanup EvoPlan Transaction Data: Demand Components33

Figure 47: Example Representation of Cleanup EvoPlan Transaction Data: Demand Components33

Figure 48: Example Representation of Cleanup EvoPlan Transaction Data: Message Cockpit34

Figure 49: Example Representation of Cleanup EvoPlan Transaction Data: Message Cockpit34

Figure 50: Example Representation of Cleanup EvoPlan Transaction Data: Message Cockpit35

Figure 51: Example Representation of Cleanup EvoPlan Transaction Data: Message Cockpit35

Figure 52: Example Representation of Cleanup EvoPlan Transaction Data: Message Cockpit36

Figure 53: Example Representation of Cleanup EvoPlan Transaction Data: Message Cockpit36