martin slavik, sap june 20, 2019...sap b1 integration platform as webservice •on the b1i side (b1...
TRANSCRIPT
Electronic Document Framework
for SAP Business One
Martin Slavik, SAP
June 20, 2019
Internal | SAP Employees and Partners OnlySMB Innovation Summit 2019
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Process Overview
Setup in SAP Business One
Modeling in EFM
Utilization of B1if
Transaction and Monitoring
Demo
Q&A
Agenda
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Generic E-2-E Business Scenario
Authority
• Create Document in Electronic format for Customer or Authority (Localizations: MX, BR, AR, ES, PT, IT, CR,
GT, HU, CZ, UK, IN)
• Import Document from Vendor
• Monitor the transaction processing
• Creation of Electronic Signature and Certificate management
• Utilization of SAP Business One Integration Framework and Electronic File Manager
Vendor
Import
document
Customer
Exchange
Document
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Scenario in SAP Business One
IntermediaryVendor
Import
document
Customer
Authority
Export
document
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Feature
▪ Creation of documents in electronic format.
▪ Supported transactions: A/R marketing documents and
simple A/P import
▪ No significant change in the business process and
user interaction with the system
▪ Utilization of Electronic File Manager for definition and
generation of Output File from document data in the
system
▪ Document processing monitoring via Electronic
Documents Monitor: a central place to see, review and
operate the electronic documents created.
▪ Sample file formats are provided for a quick start in
mapping via SAP Note
Benefit
▪ Simple approach to generate electronic output (e.g.
XML)
▪ Generation of documents in electronic format for
integration purposes.
Electronic Documents Framework in version 9.3
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DefinitionBasic Settings
▪ Enable electronic documents
▪ Set default electronic document format Set
generation type
▪ “Generate” → output at save
▪ “Generate – Later” → output to be triggered
manually
▪ “Not Relevant” → no electronic output
▪ Maintain electronic document number range
▪ Business partner specific settings are optional
(They override the default settings)
Purpose
▪ These default settings will be applied if there is
no specific settings made on business partner
or transaction level
▪ Customer specific generation type allows e.g.
to include or exclude certain customers for
XML file output or create s specific file.
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Modeling Formats in Electronic File Manager (EFM)
Purpose
▪ Modeling in File Manager is an adaptation
step which will ensure to get the output in
the right form
▪ It includes
▪ Preparing the data source of the
document
▪ Importing the target format (XML schema,
XSD)
▪ Preparing of the file output (e.g. the
definition of the encoding, valid versions,
localizations etc.)
▪ Basic mapping between source and target
▪ Set conditions for mapping for specific
cases requiring transformation of the data
in the final file
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Upload EFM file in SAP Business One
▪ Administration –> Setup –> General –> Electronic File Manager –> Upload
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Enhancements - details
SAP B1 Integration Platform as Webservice
• On the B1i side (B1 is a client)
• Unification of inputs for the various packages
for handling of electronic communication
• Simplification of the data transferring
Certificate Management
• Certificate handling will be part of B1i
Webservice
• UI on B1 side to manage the certificates (e.g.
validity periods, expiration, etc.)
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Web Service in 9.3
Link to Web Service, from Common
DB
Web Service password to secure
connection between B1 and B1i server
Web service mapping to generate
communication data for B1i
Email with XML sender info
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Web Service architecture
B1B1i
Company
DB
Common
DB
Add-on
WebService
EDocWS.sppeDocWS packageBack-end
- Event Sender excluded from the process
- Avoided Direct Access to DB
- Simplified Setup – majority is on Document Settings on the client side
- Not changed behavior for add-ons
eDocWS-country
specific package
+
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Utilization of SAP Business One Integration Framework (B1if)
Purpose
▪ Possibility to create B1i scenario package for
transferring of electronic documents
▪ Build own scenarios which fits to specific
needs of the customer
▪ Creation of the electronic signature for the
document
▪ Sending of the document to the Customer
▪ SAP provides an example and How to Guide
for a quick start in modeling own scenario
(SAP note)
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Transaction and Monitoring
Transaction Specific Settings
▪ Possibility to adjust the default settings and
business partner specific settings on transaction
level
▪ Per transaction you can select:
▪ electronic document export format
▪ generation type
▪ All generated documents are listed with status
“New”
▪ Later user can create output local XML file using
“Export” button
Purpose
▪ If you want to treat the output of a specific
document different than the usual case, you can
use these settings.
▪ History of generated documents
▪ Re-generate XML output
▪ Manual output
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Import of Electronic Documents
Support of the AP side of the overall eDocuments process When company receives the electronic file
from vendors.
It shall be possible to transform Documents into B1, either via SDK or via UI. The existing option of
“Import electronic document” (in some localizations) to be enhanced.
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Summary and Useful Links
Key features:▪ Creation of documents in electronic format.
▪ Supported transactions: A/R marketing documents
▪ No significant change in the process and user interaction with the system
▪ Utilization of Electronic File Manager for definition and generation of XML from
document data in the system
▪ Utilization of SAP Business One Integration framework for document processing
SAP Notes:
2257970 - Electronic Documents Framework in Version 9.2 (“How To” documentation, Electronic
File Manager example and B1if scenario package example)
2338154 - Basic DI API functions for the Electronic Document Monitor
1621004 - How to Change or Customize Electronic File Formats
2622777 - Generic Web Service for Electronic Documents in Version 9.3
Thank you.
Contact information:
Martin Slavik
Solution Manager
SAP Business One
SAP Labs Slovakia
Gamification Challenge Code
9EX5CE
By entering this SAP Breakout Session
code you will be granted 15 points
5 55