Martin Slavik, SAP June 20, 2019...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

Electronic Document Framework

for SAP Business One

Martin Slavik, SAP

June 20, 2019

Internal | SAP Employees and Partners OnlySMB Innovation Summit 2019

2Confidential: Released for Partners© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Process Overview

Setup in SAP Business One

Modeling in EFM

Utilization of B1if

Transaction and Monitoring

Demo

Q&A

Agenda

Process Overview


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


Scenario in SAP Business One

IntermediaryVendor

Import

document

Customer

Authority

Export

document


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

Setup in SAP Business One


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.

Modeling in Electronic File Manager


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


Upload EFM file in SAP Business One

▪ Administration –> Setup –> General –> Electronic File Manager –> Upload

Utilization of B1if


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.)


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


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

+


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)




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

Import of electronic documents


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.

Demo

Q&A


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

https://launchpad.support.sap.com/#/notes/2257970



https://i7p.wdf.sap.corp/sap/support/notes/2622777

Thank you.

Contact information:

Martin Slavik

Solution Manager

SAP Business One

SAP Labs Slovakia

[email protected]

Gamification Challenge Code

9EX5CE

By entering this SAP Breakout Session

code you will be granted 15 points

5 55