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2019-08-28

Program
USER GUIDE | PUBLIC

CVI COCKPIT

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1 CVI_COCKPIT

Purpose

The CVI (Customer Vendor Integration) Cockpit is an SAP standard guided Cockpit, meant to ease the overall
complexity of the Business Partner/CVI conversion processes, that would have seamless integration to all the
individual process components. The CVI Cockpit can be launched via transaction code CVI_COCKPIT.

The following is the structure of the CVI Cockpit :

● Overall CVI Cockpit

○ Read Me
○ Note Checker
○ CVI Library
○ Preparation
○ Master Data Consistency
○ Automated Customizing
○ Suppress Checks
○ CVI Load
○ Pre-Load Activities
○ Activation/Deactivation of Interfaces
○ Block Maintenance Transactions
○ Further Information
○ Real Load Activities
○ Load Tool
○ Post Processing
○ Completeness Check
○ Post Load Activities
○ Activation/Deactivation of Interfaces
○ Release Maintenance Transactions
○ Upgrade Preparation
○ Post Processing
○ Upgrade Prechecks

Features

The CVI Cockpit mainly comprises of three levels:

● Overall CVI Cockpit

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 ○ Four Stages under the cockpit
○ Individual Tasks under each Stage

The overall CVI Cockpit, the four Stages and their respective Tasks have a status associated to them. All the
Tasks of the CVI Cockpit requires manual maintenance of statuses. There are three statuses - Red, Green and
Yellow. Upon the first launch of the CVI Cockpit, all the statuses are defaulted (greyed out).

Based on the status of the Tasks, the status of the Stages is automatically determined.

● Stage status is Red, if one or more of its Tasks are set to red
● Stage status is Green, only if all its Tasks are set to green
● Stage status is Yellow, if one or more of its Tasks are set to yellow

The overall CVI Cockpit can have only two valid statuses- Red and Green, indicating Ready and Not Ready
respectively.

The overall CVI Cockpit status becomes Green (Ready), only upon meeting the BOTH the below conditions:

● All the Stages are Green (confirmed)

● There should be no unsynchronized customer or vendor records (to BP) in the system

In case, either or all the above conditions are not met, the overall CVI Cockpit Status stays Red.

Next Steps

This button will provide you information on the activities after Customer/ Vendor to BP synchronization. It is
only enabled when the overall CVI Cockpit status is Green. Otherwise, it remains disabled.

Activities

For total count on unsynchronized customer and vendor records, click on Unsynchronized Details button.

The positioning of all the Stages and its related Tasks are already done in a logical sequence. For Stages, the
sequence is Left to right. For Tasks, the sequence is Top to Bottom.

General Functions of Task

Across the CVI Cockpit, there are 2 types of Tasks - Executable and Non-executable.

The non-executable Tasks are active both in Display and Edit Mode. Click on Edit to activate the Tasks. Click on
Execute button to launch individual Tasks. Click on the Information button to know more about respective
Tasks.

Once you have executed a Task, go to Task Status and select one of the below Status:

01 Initial

02 Needs resolution

03 In Process

04 Skip Step (Project Decision)

05 OK

06 Ok with reservation

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Status 01 will indicate the Task status as Grey. Status 02 will indicate Task status as Red. Status 03 will indicate
Task status as Yellow. Status 04, 05, 06, 07 will indicate Task status as Green.

Enter a mandatory comment in the Comment field. Last Executed By field indicates the last person who
handled the Task. Click on the Change Log button to get the change history of all the Tasks in the current stage.

 Note

This is common to all the Tasks across all the stages.

Stage Name: Read Me

This is the first Stage of CVI Cockpit. You can get access to various consulting notes, which are related to CVI
migration processes.

Stage Name: Preparation

This is the second Stage of CVI Cockpit. It has three executable Tasks, which perform necessary business
checks required for CVI migration process to Business Partner. Click on Edit to activate the Execute option of all
the Tasks.

Stage Name: CVI Load

This is the third stage of CVI_COCKPIT. It has a total of 8 tasks divided into three sections - Pre-Load Activities,
Real Load Activities, and Post Load Activities. These tasks contain activities that help in converting customer/
vendor data to BP Data. Click on Edit to activate the Execute option of all the tasks in this stage.

Stage Name: Upgrade Preparation

This is the fourth and the last Stage of CVI Cockpit. It has two executable Tasks; whose reports estimate the
errors encountered during the CVI Load process and checks for consistency of the BPs created. Click on Edit to
activate the Execute option of all the Tasks.

Cockpit Screen Behaviour

Please note the below screen behaviors while making changes to the stages and tasks of CVI Cockpit program.

Auto-save option is not supported

In the middle of the task, if you exit the CVI Cockpit program, then the task will not get automatically saved.
Also, if you set the task status and do not press Enter, then the change log will not be saved, and the task status
will not be saved.

Backward Navigation

If you try to edit a confirmed stage, it will reset the all the tasks of sub-sequent stages.

1. All subsequent stages and it tasks will reset.

2. The status of the current stage retains all the task statuses. And the status of the current stage will be
redetermined based on the modified task status.

Forward Navigation

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If you want to edit sub-sequent stages, the edit option for the stages will be available based on below actions:

1. If all the task statuses of the current stage are set to Green, then edit option is enabled in the immediate
next stage. Edit option remains disabled in all other sub-sequent stages.
2. If any task status of the current stage is not set to Green, then edit option is disabled in the immediate next
stage and remains disabled in other sub-sequent stages.

Out of Scope

The current version of CVI Cockpit specifically takes care of BP Synchronization for Customer and Vendor
Master Data only. The following data sets are currently out of scope:

1. Contact Person Objects

2. HCM/Employee Objects
3. CRM Integration Scenarios
4. MDG Capabilities

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