Hi people, there's a guide explaining the configuration needed to send an email from the internal Mail service included in ByD.

1. First of all, we need to create a domain, so access the ByD as a key User.

2. Then access the Business Configuration > Implementation Projects

3. Once in there, click the Open Activity List Button

4. Then go to the fine tuning tab, and in the search field type "Mail", select the Mail and Fax Configuration, and click the "Open" Button

5. A new window will appear, Click the Email and Fax Settings link.. then..

6. In the Allowed Sender E-Mail Domains, click add, and write any domain, in this case my domain is HiByDCommunity.com

    and leave the other fields as my caption, click save and close

7. Now we're going to configure our personal Mail, based on the domain that we just added.

Go to the Home WorkCenter, and select the Self Services Overview, Inside the Company Address Book block, click the Edit my Contact Data Link.

8. In the EMail field, fill it with an email using the declared domain, click finish.

Now we are ready to test this up.

Use the script example in the PSM, in the EMail Activity section!

UPDATE:

Many of you asked for the script to implement this, so there you go!

On this example I created the QA with three input fields, 1 for the email title, another for the email where you want to send the message, and another with the actual message.

import ABSL;

import AP.FO.Activity.Global;

//EmailActivity: Root node

var elEmailRoot :  elementsof EmailActivity;

var instEmail;

// EmailActivity: define party node

var elEmailParty : elementsof EmailActivity.Party;

var instParty;

var TXT_TYPE_BODY_TEXT = "10002";

var elEmailTxtCollTxt:      elementsof EmailActivity.TextCollection.Text;

var elEmailTxtCollTxtCntnt: elementsof EmailActivity.TextCollection.Text.TextContent;

var instEmailTxtColl;

var instEmailTxtCollTxt;

elEmailRoot.Name.content = this.asunto; //Here comes the title of the email

instEmail = EmailActivity.Create(elEmailRoot);

elEmailParty.PartyKey.PartyID.content = this.email.content;         //The email address where you want to send it

instEmail.MessageToParty.Create(elEmailParty);

instEmailTxtColl = instEmail.TextCollection.Create();

elEmailTxtCollTxt.TypeCode.content = TXT_TYPE_BODY_TEXT;

instEmailTxtCollTxt = instEmailTxtColl.Text.Create(elEmailTxtCollTxt);

elEmailTxtCollTxtCntnt.Text.content = this.contenido; //                           Here the message itself

instEmailTxtCollTxt.TextContent.Create(elEmailTxtCollTxtCntnt);

instEmail.Send();

Update: This script must have the save after execution indicator marked as true.

Hello All,

We all are aware the Cloud Solution is the buzz word in current It markets.

Having said that, there still is lot of unclear information to the IT world on How's & What's of a Cloud Solution. In this document, I've tried to consolidate all the standard Implementation phases & the various activities involved in each phase to give insights to customers, partners, Organizations who would like to get an overview on a High level of the Customer OnDemand Implementation!

This checklist can be very handy while performing an implementation or to get a quick glance over all the phases & activities involved in a Customer OnDemand Solution implementation project.

Hope all of you find it useful.

Many Thanks

Cheers!

Ankur

Below is the checklist for all of you to refer to & get insight into the implementation phases of a Customer OnDemand Solution:

Hello All,

In this document, I would like to familiarize all the readers with an overview of SDK (Solution studio for OnDemand Solutions => SAP Business ByDesign & Customer OnDemand or Cloud for Customers). Below is a quick outline of what the readers will get to read in this article:

1. Introduction to SAP Customer OnDemand
2. Development Tool for SAP Customer OnDemand
3. System Landscape and Requirement
4. SAP ByDesign Studio(SDK) Architecture
5. Programming language for SAP ByDesign Studio
6. Development Scope of Solution Studio

1. Introduction to SAP Customer OnDemand

SAP provides an OnDemand platform for organizations to manage their internal CRM, Customer Support processes, as well as connect to customers, this solution is referred to as SAP Customer OnDemand.

SAP Customer OnDemand can be purchased along with one or more of the following separate products:

SAP Sales OnDemand

Instant, efficient collaboration with team members and sales network

SAP Service OnDemand

Resolve customer issues via Social Media, Email, Chat and Phone channels.

SAP Social OnDemand

With Social OnDemand companies can respond appropriately when people are talking about their brand and offerings online.

2. Development Tool for SAP Customer OnDemand

Before you can begin administrating, developing, or testing solutions in the software development kit (SDK), you have to create development users (SDK administration and developer user roles) and business users. You create these users in SAP's on-demand solution.

For the Development Tool we need some pre-requisite as mentioned below:

• Customer OnDemand Tenant URL
• Username and Password
• If Proxy then proxy URL and its authorization access.

Steps:

• Log On to Repository using Menu Administration > Log On

• On clicking Log On, a Popup opens: ‘Connect to Repository’. Select the system from the drop down and enter the authorization details.

The System field below should contain the the system which you configured in the Connectivity section (Administration > Options and Settings > Option > SAP > General)

• After connecting to the Repository Explorer, you see the below screen:

3. System Landscape and Requirement

Below is the list of pre-requisites for runnning a Customer OnDemand solution:

• SAP Customer OnDemand tenant URL

• Microsoft Windows XP/7 (32 Bit)
• Internet Explorer 8 / Firefox / Chrome
• Microsoft Silverlight (Version 4.0 and above )
• Microsoft Visual Studio Shell
• Microsoft Solution OnDemand Studio 1302 and above ( SDK)

4. SAP ByDesign Studio(SDK) Architecture

The Architecture of SAP Business By Design is Organized in three tier, 

• Database and Search Engine
• Application Server
• Front end
• The database and search engine consist of data store for each tenant and repository data store that is shared across all tenant.
• SAP Business ByDesign Front end provides wizard that support the development and load the repository content of the solution.
• For UI Development different specialized tools are linked into the front end such as UI Designer for Standard SAP Business ByDesign UI development , Adobe Forms for form development and UI Design Time Tool for Crystal Report and dashboard. 
• SAP Business ByDesign studio front end connects when started to the repository of SAP back end system.        

5. Programming language for SAP ByDesign Studio

SDK is divided into two different application : ByDesign Studio and UI Designer. In ByDesign Studio you declare the business objects with the BODL( Business object Declaration Language) and you code action with the ABSL( Advance Business Scripting language) for business logic.

The Second part of the SDK is UI Designer. It can be opened within the Business ByDesign Studio. It is not an automatic application. With the designer you can create and edit screens for your own or for existing business objects. It has also his own scripting language SAPRuby, a ruby based scripting language to write UI logic.

SAP ByDesign Support 3 Languages.

• ABSL (Advance Business Scripting Language)
• BODL (Business Object Description Language)
• SAPRuby

• ABSL (Advance Business Scripting Language) 
  • By using ABSL we are creating action in ByDesign.
  • ABSL offers a number of structures similar to other programming languages.
  • Please note that for each is the only available loop in ABSL. There are no for or while loops available. This can be a problem for more complex algorithms, because for each loops are designed to iterate over collections and not for anything else.

• By using BODL create business object in ByDesign, creating business object nothing but declaring variables, creating association, rising messages and declaring node in business objects.
• BODL does not know the concept of inheritance, but it provides an alternative… so-called associations. With associations, you can embed existing business objects or simply pieces of business objects into your business objects

• By using SAPRuby we can creating dynamic behavior of controls at runtime.

6. Development Scope of Solution Studio

Following are the few major task which can be perfomred using SDK:

• Business Object Creation
• Implementing Business Logic Extensions
• Business Object Adding Field Extensions
• Adding Embedded Component and Mashup to User Interface.
• Business Task Management
• Life Cycle Management
• Output Management
• External Web Services
• Implementing Number Ranges

Hope everyone finds this article informative!

Many Thanks

Ankur Godre

Hi,

Attached is a Tutorial of Payment Differences for Business By Design OnDemand Studio 1302.

http://heger.top-it.at/download/OnDemandStudio_1302_Localization_Payment_Differences_131004.pdf

Please Check and send me any comments.

Regards Manfred

We all know that JAM is the most popular social collaboration software from SAP. Now, both C4C and JAM has few things in common. One of which is Feed.

Whatever happens, eventually, feeds make up everything. Conversations, Decisions, Help etc... What if a customer is already using JAM as their Feed system and want to maintain the same in C4C as well ??? C4C does support the JAM integration out of box. You just have to configure it according to your need.

This document gives you detailed steps which you need to follow in order to successfully configure JAM Integration with C4C.

• Basic assumption would be that both tenants work on same User IDs and replace current C4C feed functionality with that of JAM's.
• Prerequisite would be that you need to have Admin rights in both tenants!
• Recommended Browser: Internet Explorer!
  
• Every company specific sensitive data will be masked. So, watchout for white spaces!
  

Step 1:Login into your JAM instance and navigate to Admin page.

Step 2: Check for the option "OAuth Clients" in the left pane and click it. Add a new oAuth client.

Step 3: Create a new OAuth Client by giving below params.

          1) Name: Tenant URI without https

          2) Feed Filtering: Select none (General Case)

          3) Integration URL: C4C tenant URl with https

          4) Rest all empty.

Step 4: Let's see what we've created. Go back to OAuth Clients view and now, you should be able to see the client you've created. Click on "View".

Step 5: You should be able to see the Key and Secret values for the OAuth client (C4C tenant). This will be later used by C4C tenant for token exchange. I did mask Secret for security reasons.

Step 6: Click "Security" on the left pane now and get the Domain name (which will be later used as Company ID)

Step 7: Meanwhile in C4C, make sure that you've scoped the JAM integration under Communication and Information Exchange --> People Collaboration, Intranet and External Services --> Communities, Document Management and External Services

Step 8: Navigate to Business Configuration --> Implementation Projects and select "Open Activity List"

Step 9: Get the "JAM" activity in Fine-Tuning phase as shown below.

Step 10: Select the "JAM" client and click on "Register Client" which should pop-up a window as shown in the below screenshot and click "Ok".

          1) Client ID: Key from step 5.

          2) Client Secret: Secret from step 5.

          3) Authentication Server URL: <Your JAM server instance URL>

          4) API Server URL:<Your JAM server instance URL>

          5) Company ID: Domain name from Step 6.

          6) Account Name Origin: SelectUser ID as our assertion attribute will be having common User IDs in this example.

          7) SAML NameID Format: Select Unspecified

Step 11: You should now see the below screen. Things to be noted from this screen for later use.

          1) Click on "Show Client Signing Certificate" and copy encoded certificate text.

          2) Make a note of "Local IDP ID".

          3) Make a note of "Default Name ID Format".

Step 12: Coming back to JAM Admin page from where we left previously, click on "SAML Trusted IDPs" and then on "Register your identity provider".

Step 13: Enter details as explained below and hit "Save".

          1) IDP ID: Local IDP ID from Step 11.

          2) Default Name ID Format: Same as Default Name ID Format from Step 11.

          3) Default Name ID Policy: Same as Local IDP ID

          4) Allowed Assertion Scope: Select "Users in my company"

          5) X509 Certificate:Encoded Certificate text copied from Step 11.

          6) Rest all empty.

Step 14: It's done. Now, its time to TEST !!! It is very important that you logout from all successfactors / JAM instances.

Step 15: Login into C4C with your user account and navigate to "Feed" wc. You should see the JAM Feed widget mashup spread over the screen. Key in some Feed and hit the Arrow.

Step 16: Click on "JAM" link on the top of the widget. You should be logged into JAM instance automatically and be able to see your feed there.

JAM integration with C4C actually enables you to do lot of other things such as creating JAM Groups from C4C, Feeds against Opportunity, Account etc.. Check in Help Center with keyword "JAM" for more info.

I would also like to include a discussion which I had with Chandan Bankar which covers additional information about this integration: SAP Jam Integration with Cloud For Customer error

Vatsav

~~~ End of Document ~~~

For a complete list of all new and changed features and functions refer to the Release Information Wiki or What’s New documentation in the Business Center.

Scheduling a report on periodic basis and send it to required user is one of the important feature in SAP ByD and C4C.

below are the steps to scheduling a report

1. Go to Business analytic work center and select Broadcast view

2. Open a Broadcast screen there  Click on New button

3. a. : It will open New broadcast screen, enter all the required details, in the entry Object name Select your required report which you want to send as email

          here you can select multiple recipients.

3. b. In Format select “XML” and Under the Scheduling select “Periodically” , and enter the scheduling details

(there are the other format options too, which you can select as per your need, if this report will be viewed in mobile device then use HTML)

later you can edit and delete this broadcast or schedule, goto Work center view Broadcast under Action.

you can also edit broadcast and schedule by clicking edit.

Thanks

Sunil Maurya

Hi Guys,

For anyone who has problems with selling ByD regarding the Sh%*storm in December 2013 (No development in ByD,...)

Attached ther are good selling/markteing papers for you.

Here are the Links for Download:

http://www.alogistics.at/downloads/ByD%20solution%20brief_en_2014.pdf

http://www.alogistics.at/downloads/ByD_Roadmap%20-%202014%20H2.pdf

http://www.alogistics.at/downloads/ByD%20Innovations_en_2012.pdf

Regards manfred

This is a very interesting read on the cloud approach of the Dutch Post. SAP Business ByDesign is an integral part of their strategy.

https://www.bcgperspectives.com/content/interviews/information_technology_sourcing_transportation_travel_tourism_krom_de_jonge_embracing_cloud/

In the procurement process overview one of the key process is "Plant Maintenance Services".

*PR - Purchase Requisition -  An order that needs approval before it can be send out to the vendor.

*PO - Purchase Order - A finalized and approved requisition, ready to be send to the vendor.

Explanation of Plant Maintenance Service Process :

1. A planner creates a request for a known service vendor via Plant Maintenance order in SAP.
2. The PR will be transferred to SRM and the system will check if all necessary information is available and correct (if not the PR will have to be completed in the traditional way in SAP)
3. The system will automatically create a PO and replicate the PO in SAP
4. The system transfers the PO to the vendor.
5. Vendor carries out the requested task
6. The vendor changes the price and quantity (if necessary) of the PO and confirms the delivery of the service.
7. The appointed approver reviews the delivered services and price and approves or rejects the confirmation.
8. A) The vendor will receive a notification of approval Process ends

         B) The vendor will receive a notification of rejection

   9.   Vendor replies on the rejection and updates the confirmation. The assigned approver will review the confirmation again and approve or reject. Process ends.

Summary :

The process starts in (SAP) Plant Maintenance work-order

• Planner creates request for known service vendor via Operation in PM order.
• The PR is transferred to SRM and a PO for the service vendor will be created (via SRM)
• The service vendor carries out the requested task and confirms the activities in SRM directly (enter delivery / service)
• The approver of Organization approves (or reject) the confirmed quantity and quality of work of the vendor
• The approved confirmation is automatically stored in the back-end (SAP) for three-way matching of Invoice

If your ByDesign implementation does not start with the beginning of the fiscal year, then you might come across special requirements for migration of the Fixed Assets.

In this case I want to share findings from a project where the customer had a fiscal year equal to calendar year. The migration was done with key date June 30^th. There were fixed assets, which were sold by end of February (before migration date). The fixed asset was already retired, but 2 month of depreciation had to be posted in the year.

How can this be handled in ByDesign:

1. Download the extended migration template for fixed asset (create a new Unit
   for Migration of Transaction Data)
2. Fill the master data as usual and enter in addition following information:

• Tab: “Sets of Books”:
  Here the Deactivation Date and Last Retirement Date have to be provided.

• Tab: “Asset Posting Lines”:

Maintain the standard migration entries. In my example the historical costs and
historical depreciation as per start of the fiscal year are entered.

As the fixed asset is sold as per end of February, I enter the depreciation for January and February.

All 3 lines haveto be “cleared” when the retirement takes place. So there are 3 lines (credit the historical costs,

debit of historic depreciation and debit of the current year’s depreciation).

Tip:

There are more special cases, e.g. where the correct Movement Categories and Line Item Types might not be clear.

To get then post a concrete example in the test system and check the postings in the “Fixed Assets - Line Items” report.

In this example the data look as following:

  3. Maintain remaining migration templates for the corresponding migration unit and execute migration as usual.

In this document I would like to collect a set of principles and how-to's when working with the complete delivery feature for sales orders in SAP Business ByDesign.

Background: For sales orders marked as 'Complete Delivery' on header level all sales order items with the same requested date and delivery rule 'Single delivery - full quantity' are assigned to the same delivery group. Automatically the delivery rule 'Single delivery - full quantity' is proposed for new items.

The complete delivery flag has impact on the following two process steps:

• Availability check
• Release of sales order to 'Outbound Logistics'

How does the availability check with complete delivery work?:

• First the confirmed dates and quantities are calculated for each sales order item with the item delivery rule 'Single delivery - full quantity'.
• In a second step the availability check result is adjusted in the following way for all items of the same delivery group:
  • Items with a red ATP indicator stay unchanged
  • Confirmations of all other items are shifted to the confirmation of the 'latest item'. Example: Item 1 has sufficient stock on hand, but item 2 has only a supply later than the requested date. Then also the confirmation for item 1 is shifted to the confirmation date of item 2, meaning, both items 1 and 2 get a yellow ATP indicator.

How does the release of sales orders to 'Outbound Logistics' work?:

The complete delivery indicator simply ensures, that all items of the same delivery group will be released at the same time. That means: if only one of the sales order items of a delivery group has a red ATP status, no item of that delivery group can be released.

What does this mean business wise? To simplify the discussion I will for now focus only on scope of check 'Stock'. The above described ATP behavior shall ensure, that those items, that are fully available, get a reservation for the requested quantity. This ensures that other order do not 'steal' those quantities.

Remark: In case only a partial quantity is available, no reservation is done for those items. This however then also means, that this quantity is still available for other sales orders and it will be more difficult to get a confirmation for the remaining parts.

Now the tricky thing is, how to ensure that complete delivery orders can be shipped at all, especially when there is a mix of complete delivery sales orders and other sales orders with multiple deliveries.

Let's assume that a customers is using the confirmation update run, sorted by requested date. Let's also assume for a moment that all items have a requested quantity of 1 ea.

The following table shows the ATP result after the confirmation update run:

We have two complete delivery sales orders, one requesting products A,B and C 5 days from now, and a second one requesting only products A and B 10 days from now.

Currently it is not possible to ship any of these orders, because no order has a confirmation for all items. Now there are multiple ways to react on such a situation (which in any case is a pure business decision that cannot be taken by the system):

1. Do not do anything, and keep the ATP reservations as they are. As soon as inventory for C is available and the confirmation update run is executed, SO1 can be released to outbound logistics execution.
2. Decide to ship SO2 instead. However that means that shipment of SO1 needs to be postponed in case B cannot be supplied on time. So before doing this one should definitively check the supply and demand situation for B. To now move the ATP confirmation for B from SO1 to SO2 one simply needs to cancel the confirmation (Action in 'Customer Demand' view) for SO1 for B and redo the ATP check for SO2 for B. After that SO2 can be released to outbound delivery execution.
3. Decide to do a partial delivery for SO1, if the customer is fine with it. There are now two ways of switching to a partial delivery mode:
   1. The requested delivery date for product C of SO1 is moved to the future. The system will automatically create a new delivery group for this item and then the items for A and B can be released to outbound delivery execution. If more than one item is moved to a new date, automatically the system assigns all items with the same new requested delivery date to the same delivery group.
   2. Change the item delivery rule, e.g. to multiple deliveries. If the item delivery rule is different from 'Single delivery - full quantity', his item will not be assigned to any delivery group.

Remark: It could always happen, that after inventory of C gets updated and before a new confirmation update run is triggered, a new sales order for C gets ATP confirmation.

Now coming to the more complex scenario, where item quantities are bigger than 1 ea. The major difference is that for complete delivery orders, partial reservations of quantities are not supported. As a result it is a little more difficult to get a confirmation for complete delivery orders. Again SO1 has an earlier requested date than SO2 and the table below shows the result after the confirmation update run sorted by requested date:

As said, SO1 gets a red ATP for B, because of the Single delivery - full quantity' delivery rule. Since no quantity is reserved for a red ATP the quantity of B is still available for SO2. In that case one could release SO2 to outbound delivery execution and now SO1 has to wait for 2 new parts.

Again it is a business decision if SO2 should be released or not. However there is not a perfect way to tell the system that the inventory of B should rather be reserved for SO1.

• One could cancel the confirmation of B for SO2: then the release of SO2 is not possible anymore, but the next confirmation update run will again revert the manual adjustment
• One could switch to multiple deliveries for B in SO1. As a result also partial confirmation is possible. However the item will be withdrawn from the delivery group and a complete delivery cannot be ensured system-wise.
• One could force confirmation for B in SO2, but then outbound logistics execution might run into a missing parts situation in case they try to ship before inventory is there.

As a consequence one should be very careful using the complete delivery feature for those sales orders with a item quantity close to or higher than the average quantities, in which a product is supplied. It will be very hard to get confirmations for those items. This is of course also true for items using the delivery rule 'Single delivery - full quantity'. So the description also applies for non-complete delivery orders using this item delivery rule. However in combination with complete delivery orders it leads to a slightly more complex situation.

Hello All,

In this document, I would like to familiarize all the readers on how we can customize Journal Entry Voucher Excel template to add extension fields or existing fields from WSDL.

1. Prerequisite
2. Adding Existing Fields
3. Adding Extension Fields
4. Appendix
   

1) Prerequisite

To modify Journal entry Voucher template, we will nee following or similar tools

• A Zip tool (i.e WinRar, WinZip,7-Zip)
• A tool to Modify XML Files

First we will need to download the journal entry voucher excel from the system. to Understand how excel works, Open the Template with Excel.

Then switch to Developer tab and click on "Source".

If you don’t have the developer tab in your Excel, please go to “File” -> “Options” -> “Customize Ribbon” and enable the check box for developer:

Now you should be able to see the underlying data structure on the right side. Please choose the XML Map “SAP_BYD_MAIN” to see the correct structure:

The Structure shows all fields which are currently available in the data source of the excel sheet. Note that this is only a subset of the data structure of the web service. So if we want to add additional fields of the service , we will need to adjust this structure first.

The bold attributes are mapped to cells in the sheet. To determine which cell and attribute is mapped to, simply click the corresponding attribute and excel will select the cell on the sheet. This works also vice versa. To Bind or unbind a cell, right click on an attribute and select "Map element" or "Remove element". You can also Drag and drop to map attributes to specific cells on the sheet.

2) Adding Existing fields

To adjust the data structure and the template, the data structure needs to be enhanced first. To do this, find the Excel sheet on your hard drive and change its extension to .zip. Then, open it with your preferred Zip-Tool and change to the folder “xl”:

Please extract the file “xmlMaps.xml” and open it with your preferred XML-editor (Notepad++ in this case). This file is very long as it contains many type definitions. The part which is interesting for this guide is the definition of the complex type “AccountingEntryFlatType”, around line 1350:

As you can see, this structure represents the tree in the Excel sheet, for example:

In this context, new fields can now be added. As an example the field “DraftIndicator” should be added, which controls if the created Journal Entry Voucher is created in draft mode or posted directly (the default is posted directly). This field is of the type “Indicator”, which is already defined in the schema, therefore we can use it without further customization. If you want to use a field whose data type is not present in the schema, you need to add it manually or use another compatible data type (eg. Note for string types).

To add this indicator, you add the following line (e.g. after ExternalID):

<xs:elementmaxOccurs="1"minOccurs="0"name="DraftIndicator"type="tns:Indicator"/>

This adds a new field to the data structure, which will be transferred “as is” to the underlying web service. If we want to add more complex logic behind a field, you can also use XML transformations before the upload to the service is done. In this case please search for the element “<Transformation direction="in">” in the xmlMaps.xml.

As this is a simple boolean field, process is now finished. Save the xml-File and re-add it to the zip-File (which was the Excel sheet before) – make sure you replace the existing file. If this is successful, rename the file ending to “xlsx” again and open it in Excel. As we can see, the DraftIndicator now appears in the tree listing.

The last step which is now necessary to make this field functional, is to add it to the sheet – map it to a cell.To do this, simply drag the field to a desired cell on header level. The field is now bound and – after specifying a proper heading – ready to use.

Please note: This field is of type “Indicator”, so you will need to supply a bool value (true, false).

3) Adding Extension Fields

To add extension fields to the Excel sheet is a little bit more complicated, but possible. First, we'll need to create an extension field in the adaptation mode for the Journal Entry Voucher. Please read the system documentation for details on this topic.

To add this field to the Excel sheet, follow the first steps of adding an existing field, extract the xmlMaps.xml and open it in your editor. Now, depending on the place where we added the field (Header or Item level), we either need to add a field in the Header structure AccountingEntryFlatType or in the Item sub-node. In this example, we are going for a header field. Add a field to this structure with a name we can identify later, ideally named after the field:

<xs:elementminOccurs="0"name="ExcelExtensionOnRoot"type="xs:string"/>

As this field is handled differently in the system, there is one more change in the xmlMaps.xml necessary, in the transformations section.

Please find the element

and add the following code snipplet before this element:

<xsl:templatematch="ExcelExtensionOnRoot">

    <xsl:elementnamespace=http://sap.com/xi/AP/CustomerExtension/BYD/ZZZZZ  >

        <xsl:value-ofselect="."/>

    </xsl:element>

</xsl:template>

Please make sure to replace the values with your specific values. In the first line, replace the value in the match-attribute with the element name you used in the step above. Now we can save the XML file and integrate it back into the Excel sheet.

In the last step you need to bind the field to an Excel cell, please see the second chapter for an explanation of this process.

4) Appendix

4.1) Journal Entry Voucher Excel Template

• Go to General Ledger work center
• Select Journal Entry Voucher view
• Click on New and select Journal Entry Voucher from Microsoft Excel
• Save the template as Local Copy

4.2) WSDL File

Replace the stars you’re your actual system number:

https://my******.sapbydesign.com/sap/bc/srt/wsdl/sdef_MANAGEACCOUNTINGENTRYIN/wsdl11/ws_policy/document?sap-vhost=my****…

Or

• Go to Application and user management work center
• Service explorer View
• Search for Service name : ManageJournalEntryIn
• Click on Download WSDL

Occasionally SAP Support requests the full steps to reproduce an issue for further analysis of reported problems. This document describes the necessary

steps to get all this information.

Windows 7 offers a tool called Problem Steps Recorder that saves all the steps followed, attaching screenshots and system information.

1) Click on Windows Start button --> Run...

2) Enter psr --> Press OK

3) Click on the arrow next to the question mark --> Click "Settings"

4) Under "Number of recent screen captures to store: input value '100' --> Click "OK"

5) On the next screen, click Start Record

6) Reproduce your issue normally on the system

7) When finished, click on Stop Record

8) After this step, choose a file name and save it.

9) Please attach the same inside incident.

Please let me know if you have any questions regarding this tool.

Thanks!

Guilherme Rosario

Below you can check some basic information when facing several issues inside your system. This is important to speed up the solution of incidents, and also to help us on support to handle these issues faster.

Sections:

1) Oberon / UI

2) Mobile

3) Output / Printing

4) Extension Fields / Mashups

5) Microsoft Integration

6) MacOS

7) Performance Issues

++++++++++++++++++++++++++++++++++++++++++++++++

1) Oberon / UI

Sometimes, simply try to clear your Silverlight cache. This can solve many issues.

1) Click Windows "Start" button --> All Programs
2) Microsoft Silverlight
3) Tab "Application Storage"
4) Select the URL of your system
5) Click "Delete..." --> Yes --> Ok
6) Close the browser and reopen

2) Mobile

1) See if the same issue occurs on your normal URL browser system

1.1) If yes, please state that inside the incident

2) Test using the mobile URLs:

iPhone / Android: &sapbyd-agent=mobile (e.g. https://my******.sapbydesign.com/sap/public/ap/ui/repository/SAP_BYD_UI/Runtime/StartPage.html?app.component=/SAP_BYD_UI_CT/Main/root.uiccwoc&rootWindow=X&redirectUrl=/sap/public/byd/runtime&sapbyd-agent=mobile)

iPad: &sapbyd-agent=tab (e.g. https://my******.sapbydesign.com/sap/public/ap/ui/repository/SAP_BYD_UI/Runtime/StartPage.html?app.component=/SAP_BYD_UI_CT/Main/root.uiccwoc&rootWindow=X&redirectUrl=/sap/public/byd/runtime&sapbyd-agent=tab)

3) Please provide the log files, and if possible the screenshot(s) showing the issue on device screen.

3) Output / Printing

Common issues with Collaboration Window / Print manager

http://scn.sap.com/docs/DOC-55061

4) Extension Fields / Mashups

Please notice that:

Google Maps - works only on HTML5 version

Bing Maps - works only on Silverlight version

Only one can be active at a time

5) Microsoft Integration

Common issues with Excel Add-In

http://scn.sap.com/docs/DOC-59019

6) MacOS

MS Office Integration is not supported

MS Excel-based Reporting is not supported

Collaboration Scenarios based on Collaboration Window, including Telephony is not supported

Install Additional Software (Excel Add-In, Crystal Reports Add-In) is not supported.

Adobe LiveCycle Designer is not supported.

7) Performance Issues

Basic network test:

1) http://connect.sap.com/
2) Click "Diagnostic Tools"
3) Perform the two tests: Bandwidth Test and Latency Test
4) Send support this information

+++++++++++++++++++++++++++++++++++++++++++++++++

How to perform a HTTPWatch trace for network test:

https://byd-support.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui_entry/entry.htm?param=69765F6D6F64653D3030312669765F7361706E6F7465735F6E756D6265723D30303031343331303634267361702D6C616E67756167653D454E

Since many customers have requirements for landed costs, we would like to describe the ByDesign features, that could help to deal with that.

Use case: The company wants to consider additional costs like transportation or customs, when calculating the inventory valuation for purchased materials.

As a prerequisite set the 'Perpetual Cost Method' of the purchased products to 'Moving Average' in the material master (Valuation tab).

A: In case costs like transportation are invoiced by the same supplier in the same invoice as the procured goods, please do the following steps:

1. Manually add an item to the invoice. Just enter a description like 'Transportation'. It is not necessary to specify a quantity or a price. A net amount is sufficient.

2. Mark the checkbox 'Distribute Additional Costs Proportionally' in the 'Cost Distribution' tab of that item.

3. Post the document.

4. Execute the GR/GI Clearing Run.

B: Now in case a separate invoice for transportation costs is sent by the same supplier or another business party (freight forwarder or others), do the following steps:

1. Create a supplier invoice with an item. Again, a description like"transportation" and a net amount is sufficient.

2. Click on 'View All' and change the item 'Type' to 'Additional Cost Debit Item'.

3. In the 'Cost Distribution' tab click on 'Distribute among other invoices or credit memos'. In the respective pop-up enter a purchase order id or a customer invoice id and click on 'Distribute'. This adds referenced invoice items that should be corrected (in the sense of adding additional charges). The result of this distribution is displayed in the table on bottom of the cost distribution tab.

4. Post the document.

5. Execute a GR/IR Clearing Run.

Below you will find basic requirements before reporting an incident related to Reports and Data Sources.

Some issues can be resolved in your side without the intervention of Support.

Sections:

1) Error Messages

2)

3)

4)

5)

6)

7)

1 - Error Messages

Some error messages are related to the huge amount of data the report is returning, usually, setting some filters and value selections to the characteristics in the report will resolve the issue. However, other error messages can be caused by a bug in the system.

Common error messages:

1 - "Report cannot be opened; report an incident." - Check if this message is followed by the error message #2, in case it is, it is possible that the report contains too many data. If you define some filters in the report it should run fine.

2 - "See XML error message in property XmlMessage" - This error message is returned when the report has too many data and can't retrieve it all on screen. Setting some filters and selections on the report will resolve the issue.

3 - "No report data available to display; check variables" - This is not an error message, is just an information that the report you are trying to retrieve does not contain any information. This happens because you probably have no information in the system that the report is trying to retrieve. In case you are sure you have the information maintained in the system, please, report an incident.

For all other error messages, please, report an incident specifying the name and ID of the report and the Data Source.

Hello everyone,

You'll find underneath some information about period control in ByD. The document aims to be simple/straightforward and provide some basic troubleshooting.

As you know, postings in accounting are always for a specific accounting period and posting date. Automatic checks are triggered to determine if the accounting period is open for the specified posting date when the source document is posted and in accounting before the journal entry is created. If the period is closed, the document cannot be posted.

Where to find the accounting periods in ByD?

You can manage the periods via General Ledger work center, Sets of Books and Assigned Companies view. Select the combination of set of books and company and click Open and Close Periods. The periods are set for each combination of set of books that your company may have.

If the Period is Not Blocked, you can influence the posting by making changes to the process control for that period.

What is a Process Control?

Process control defines how source documents in the originating applications can be posted in accounting, based on the posting date.

When the posting date is defined in the source document (manually or automatically) the process control settings determine whether a source document can be posted or not.

On the Open and Close Periods screen, you can see the process control set for each period. See screen shot below.

Note the Entry Possible Until date refers to the entry date in the source document. For example, you can allow source documents to be entered for a closed period as long as they have a posting date that is within the period.

The process control may have three different status:

Blocked -> No source documents can be posted in the specified accounting period. An error message is issued.

Partially Blocked -> Source documents can be posted in the specified accounting period, but a warning message is issued.

Not Blocked -> Source documents can be posted in the specified accounting period.

You can also restrict/allow postings based on the type of the source document, such as Supplier Invoice, Expense Reports, etc. in the Business Process Group column.

The creation of the process control is automatic when the period is unblocked. Nevertheless, you may create/adjust additional entries for the period via General Ledger -> Companies -> Set Process Control. The changes are applied for all set of books assigned to the selected company.

Here are some common errors indicating that the period is closed:

• Posting on <posting date> blocked;  release not possible
• Period <accounting period> in fiscal year <fiscal year> is closed for closing steps Operational Postings
• Financial posting on requested date blocked
• Accounting period closed; contact accounting department

If one of these errors (or similar) are raised, based on the above comments, check...

...whether accounting period is Blocked or Not Blocked

...first and last allowed steps, if the period is not blocked.

...process control settings for the period.

For a deeper look into accounting periods, the below Help Documents are helpful:

• Process Control for Operational Postings
• Checking the Accounting Period for Operational Postings
• Close Accounting Periods for Closing Entries
• Closing Steps
• Open and Close Accounting Periods

What about closing the periods?

ByD offers the Closing Cockpit, where you can do a period-end closure for your company and monitor the progress based on the status of the closing activities. The help document Closing Cockpit Quick Guide contains further details about this feature.

During the process of the closing itself (Close period button) in the Open and Close Periods, the following errors may arise:

• Cannot close period <accounting period>; only one open interval is allowed

I believe that this is self-explanatory. You can only have one open interval of periods;

E.g.:

|Blocked | Not Blocked | Not Blocked| Blocked| -> Allowed

|Blocked | Not Blocked | Blocked | Not Blocked | -> Not allowed

• Closing of period 001 not possible: Previous fiscal year not closed

In order to close the first period of the year, the previous fiscal year shall be blocked as whole. In order to do so, go to General Ledger -> Sets of Books and Assigned Companies -> Edit Fiscal Year. Select the fiscal year and click Close Fiscal Year.

• Cannot close all periods in fiscal year <fiscal year>; Bal.Car.Fwd. not finished

This error occurs when the last period of the fiscal year is being closed. It indicates that the balance carryfoward run was not executed.

You can see if the run has been executed or not via General Ledger -> Sets of Books and Assigned Companies -> Edit Fiscal Year

You'll see two columns:

The Balance Carried Forward column indicates whether the balance sheet accounts have been carried forward.

The Result Posted column indicates whether the annual net profit or annual net loss was posted.

The check box is flagged as soon as the balance carryfoward is executed in the first and second steps, respectively.

• Company <company ID>/ Set of Books <set of books>: Balance carry forward run not performed since <fiscal year>, only current year values shown. Perform outstanding balance carry forward runs since <fiscal year>.

This error occurs when executing a balance carryforward run for a fiscal year, however the run was not performed for the previous year. In other words, to close the year, the preceding one has to be closed. Note that no more than three fiscal years can be open concurrently.

• The balance carryforward is not possible. Execute Depreciation under Fixed Assets.

This error may occur either when closing the last period of the year or when executing a balance carryfoward run. Upon year-end closure, the system checks whether the planned and posted depreciation for fixed assets agree. If this error occurs, check the Depreciation report under Fixed Assets. In the report, choose the Posted / Planned Values view. The values of the Posted Depreciation and Planned Depreciation shall accord. You have to check the values for all the set of books and valuation views for the desired year.

And a word about the balance carryforward....:

Balance carryforward transfers the closing balances of G/L accounts from one fiscal year to the next, and ensures that the annual net profit/loss is correctly reported in the balance sheet. You execute the run in two steps:

Step1: The balances of the balance sheet accounts are carried forward into the next fiscal year. This ensures that the closing balances of the balance sheet accounts in the fiscal year being carried forward are the same as the opening balances in the new fiscal year.

Step2: The balances of the profit and loss accounts are cumulated and transferred to the corresponding balance sheet account for annual net profit or loss. This ensures that closing balances and opening balances of the profit and loss accounts are always zero.

You can also find further information concerning fiscal years and period closure in the below help documentation:

• Balance Carryforward Quick Guide
• Closing Fiscal Years
• Closing Activities - Year-End Closing
• Closing Cockpit Quick Guide

You may also post a question in our Financial Management forum, at http://scn.sap.com/community/bydesignbc/fm

Regards,

Alexandre.

Hello Everyone,

Please find below some instructions and good tips while creating Fixed Assets in the system. The aim of the document is to make clear the process of assets creation with Purchase Orders and Supplier Invoices.

As already known, fixed assets are tangible or intangible assets that can be identified on the closing key date as an individual asset. They normally include items such as land, buildings, equipment, machinery, vehicles, leasehold improvements, and other such items.

How can I create a new asset in the system?

To create a new Fixed Asset via Purchase Order, you have to follow the steps:

1. Go to Purchase Requests and Orders Work Center.
2. Under Common Tasks, select New Purchase Order.
3. Complete the supplier information.
4. Click to add a new Non-Stock Item and complete the data of the asset and also the Product Category, as per example below:

Tip: Note that the product category will define the Asset Class, as per maintained in the Business Configuration activity: Fixed Asset Classes > Asset Class Determination:

In this activity, you will also have theAccount Determination Group maintained for each Fixed Asset Class (Fixed Asset Classes > Edit fixed asset classes):

  5.   Returning to the scenario, now the account assignment needs to be selected asIndividual Material, which is where the acquisition costs are posted. You can use an existing Individual Material or create a new one:

Note that G/LAccount will be derived as per the configuration maintained for the Asset Class.

   6.  Add a Cost Center and complete the Purchase Order.

   7.  Now go to Goods and Services Receipts Work Center.

   8.  Go to Purchase Orders to Be Delivered

   9.  Click on “New Goods and Services Receipt” button and post it.

   10.  Go to Supplier Invoicing Work Center > Invoice Entry, select the Purchase Order created and click on “New Invoice” button.

   11.  Choose an External Document ID, complete the Invoice Date and post the invoice.

   12.  A new fixed asset is created under Fixed Assets Work Center.

In case you do not want to create the Purchase Order and Goods and Service Receipt, the new fixed asset can be created directly from the Supplier Invoice as per below steps:

1. Go to Supplier Invoice Work Center.
2. Go to Common Tasks > New Supplier Invoice without Purchase Order.
3. Select the Supplier, External Document ID and Invoice Date.
4. Go to Items tab and Add aNon-Stock Item and the Product Type as Material.
5. Complete the details of the Item and go to sub-tab Cost Distribution.
6. In this tab you have to maintain the Account Assignment Type as Individual Material.
7. Here you need to select an existing Individual Material or create a new one.
8. Complete the Supplier and Post it.
9. A new fixed asset is created under Fixed Assets Work Center.

Important Business Configuration Activities:

• Capitalization Threshold for Fixed Assets
• Fixed Asset Classes

Useful Help Documents:

• Fixed Asset Management
• Fixed Asset Classes
• Fixed Assets
• Fixed Assets Quick Guide

Let me know in case you have any questions about this document.

Best Regards,

Gabriel Barth