Get Started for Premium Users

This section contains the following topics:

Get a Z Option Ticket System ID
Install the Desktop Components
Maintain the Budget Loader Licenses
Maintain Premium Users
Maintain Transactions
Maintain Standard Users

Get a Z Option Ticket System ID

Before you can unlock your Budget Loader Installation you must request a Z Option Ticket System ID. This ID will allow you to retrieve Budget Loader Unlock codes and submit Trouble Tickets on the Z Option web site.

Open your web browser and go to www.zoption.com
Select the Support option.
Select Support and Licensing System.
Select Request a Ticket System ID.
Fill in the required information on the Request a Login screen.
Select Request Login at the bottom of the screen.
You will immediately receive an e-mail notification that the request has been submitted.
Soon after you should receive another e-mail notifying you that the request has either been accepted or denied.

Install the Desktop Components

Note: The Desktop Components must be installed on each workstation where Budget Loader is to be used.

Close MS Excel.
Find the SetupBUDL.zip file in your installation package, or request a copy of the installation file from your Premium User.
Note: It does not come pre-loaded into the SAP transports.
Extract the Setup EXE from the ZIP download, and place the EXE on the local PC, in somewhere like Downloads, Desktop, or Documents.
Right-click on the Setup EXE and select Properties. If it says Blocked at the bottom, click the Unblock button. If it doesn't say blocked, then you can skip this step.
Execute the SetupBUDL EXE -- it requires PC Admin rights to install, so the PC Registry can be properly updated. Right-click on the file again and select Run as Administrator.
When the installation is complete - Open Excel. You should now see the new Budget menu item under the ADD-INS tab in the Excel Menu ribbon.

Alternate Method

Caution: This method is used only if the Premium User has already uploaded the SetupBUDL.exe into SAP.

Ask the Premium User if this installation method is applicable to your organization.
Close MS Excel.
Log into an SAP system that has been updated with the Budget Loader Transports.
Go to transaction ZBUDL.
Select the Download/Install PC Components button.
Select the folder where the Installation file is to be saved.
Note: This is not where the Budget Loader files will be installed)
When you select Open the Installation file will be saved to your computer and executed. From this point on it will look and act just like any other installation program you have used.
When the installation is complete - Open Excel. You should now see the new Budget menu item under the ADD-INS tab in the Excel Menu ribbon.

Maintain the Budget Loader Licenses

After Budget Loader has been installed on SAP, you will need to activate it by unlocking users and transactions. These steps are detailed on the following section.

To activate Budget Loader,

Retrieve your Budget Loader Registration Code.
Maintain the License: This tells your copy of Budget Loader how many overall users you will have.
Maintain Premium and Standard Users: You will tell Budget Loader specifically which SAP users can use the software.
Maintain Transactions: You will tell Budget Loader specifically which transactions are activated.

Retrieve your Budget Loader Registration Code:

Open MS Excel.
From the main Excel Menu bar, select Budget>Utilities>Premium User Functions.
Log into the SAP system for which you are maintaining licenses.
Note: If you get an error here it usually means that the technical installation has not been completed for this SAP system.
If you are maintaining the license for the first time the ‘Maintain License’ dialog will pop up immediately so you can skip to step 6 in this task.
From the Premium User Menu select Maintain License.
From the Maintain License dialog, make a note of the Registration Code or copy it to your Windows Clipboard by highlighting the Registration Code and then selecting Ctrl+C from your keyboard.
Note: The Registration Code is case-sensitive.

Get the Unlock Code:

Go to www.zoption.com/support.htm
On the Z Option Support page select Log onto Ticket System.
On the Z Option Support Welcome page select Generate License Unlock Codes then the Go button.
On the Unlock Codes for Company Name page select the Generate Budget Loader unlock codes option.
On the Budget Loader Licenses for Company Name select the Get License unlock codes option.
Enter the company password provided to you when you were setup in the ticket system (you should have been notified via e-mail).
Note: These are case sensitive.
Paste the Registration code you copied in step 6 into the Registration Code: from Budget Loader field.
Select the Generate Budget Loader License Unlock button.
Copy the License Unlock Code value.

Maintain the License (toggle back to Excel):

Paste the unlock code into the‘License Unlock Code field on the Maintain License dialog.
Select the Update License button.
Confirm that the Premium and Standard user counts are correct.

Maintain Premium Users

See User Definitions for more information about what Premium Users can do.

Open MS Excel.
Select Budget > Utilities > Premium User Functions.
On the Premium User Menu select Maintain Premium Users.
On the Maintain Premium User List dialog select Add a Premium User.
From the Add Premium User dialog, copy the Registration Code.

Retrieve Unlock Codes:

If you have just unlocked your Budget Loader License you can simply select the Back to Budget Loader Unlock Page option where you retrieved the license unlock code Skip to step 8.
Log into the Z Option Ticket system (see steps 7 – 12 in the Maintain the Budget Loader Licenses section above)
On the Budget Loader Licenses for Company Name select the Get Premium User unlock codes option.
Enter your company password.
Note: Password is case sensitive.
Paste in the Registration code copied in step 5.
Type in the SAP user ID for the person you wish to setup as a premium user.
Select the Generate Budget Loader Premium User Unlock button.
Copy the Premium User Unlock Code: value.

Add the new Premium User:

On the Add Premium User dialog in Excel, type the new premium users SAP ID (for this SAP system) into the Premium User field.
Paste the unlock code in the Premium User Unlock Code.
Select Add Premium User.
Select Close.
Confirm that the new Premium User has been added to the list on the Maintain Premium User List.

Maintain Transactions

For more information – see Supported Planning Transactions.

Open MS Excel.
Select Budget > Utilities > Premium User Functions.
On the Premium User Menu select Maintain Transactions.
On the Maintain Transactions List dialog select Add a Transaction.
From the Add Transaction dialog, copy the‘Registration code.

Retrieve Unlock Code:

If you have just unlocked your Budget Loader License or a Premium User you can simply select the Back to Budget Loader Unlock Page option where you retrieved the unlock code. Skip to step 6.
Log into the Z Option Ticket system (see steps 7 – 12 in the Maintain the Budget Loader Licenses section above).
On the Budget Loader Licenses for Company Name select the Get Transaction unlock codes option.
Enter your company password.
Note: Password is case sensitive.
Paste in the Registration code copied in step 3.
Type in the Supported Planning Transaction code.
Select the Generate Budget Loader Transaction Unlock button.
Copy the Transaction Unlock Code: value.

Add the new Transaction:

On the Add Transaction dialog type the new SAP Transaction (TCODE) into the Transaction field.
Paste the unlock code retrieved from the Z Option Ticket system into the Transaction Unlock Code field.
Select Add Transaction.
Select Close.
Confirm that the new transaction has been added to the list in the Maintain Transactions List dialog.

Maintain Standard Users