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 in case this is related to the amount of data being fetch.

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, also check if you have authorization to see data for this report and if the report is not showing only Test Data.

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

You can also refer to the document Central Document for Analytics Troubleshooting.

In order to create customized data sources, please, follow the steps below. Bear in mind that we have three types of customized data sources that can be created in SAP Business ByDesign systems, and we are covering all three in this document.

For Cloud for Customer systems you will also have the option to create Cloud Data Sources, this topic is covered in the document Creating Cloud Data Sources - Analytics.

1. Combined Data Sources
   1. Combined Data Sources are a type of data sources that will merge data between two or more data sources. In cases where you have data in the Data Source 1 but not in Data Source 2, you will then receive 2 rows for that certain data, where one line will be shown as "#" for Not Assigned. This happens because Combined Data Sources will only Merge the data, without checking for any matches between the Data Sources. In order to create a Combined Data Source, please, follow the steps below:
      1. Go to the Business Analytics work center and access the view Design Data Sources;
      2. Click on New Combined Data Source;
      3. On the New Combined Data Source screen define a name and a description for your customized data source;
      4. Click on Add Data Source and select the first data source which you want to use in your combination, by selecting the data source, a list of fields will be shown below it, select which Characteristics and Key Figures you want to use and click on OK, repeat the process until you have selected the data sources you want to combine;
      5. Check if all fields are correctly mantained/referenced and click on Check Mapping, if everything is ok, click on Save and Close. Your newly created data source is now available to create a report based on it.
2. Joined Data Sources
   1. Joined Data Sources are a type of data sources that will merge data between two or more data sources based on the matching of its data, there are two types of Joined Data sources: Inner Join data sources and Left Outer Join data sources.
      1. Inner Join data sources are data sources that will select only characteristics from the data sources to be joined that match in the joined data source field along with any key figure values. Characteristic field values that do not appear in both data sources will be excluded, in order to create an Inner Join data source, follow the steps below:
         1. Go to the Business Analytics work center and access the view Design Data Sources;
         2. Click on New Joined Data Source;
         3. On the New Joined Data Source screen define a name and a description for your customized data source;
         4. In the case of a new Joined Data Source, you will have to select whether you are using an Inner Join or Left Outer Join, for this case, select Inner Join and proceed with the next steps;
         5. Click on Add Data Source and select the first data source which you want to use in your join condition, by selecting the data source, a list of fields will be shown below it, select which Characteristics and Key Figures you want to use, for joined data sources, the button for Select All is not available, since you should only select characteristics and key figures that are relevant to your data source, after selecting which characteristics and key figures you want to use click on OK, repeat the process until you have selected the data sources you want to use on the joined data source;
         6. Check if all fields are correctly mantained/referenced and click on Check Mapping, if everything is ok, click on Save and Close. Your newly created data source is now available to create a report based on it.
      2. Left Outer Join data sources is a type of join that selects all characteristics values from the data source that is selected as the anchor and those characteristic values that match in the data sources that are added along with any key figure values. By default, the first data source that you select is the anchor, this can be changed by clicking on the button Set Anchor in the Data Source creation screen. In order to create a Left Outer Join data source, please, follow the steps below:
         1. Go to the Business Analytics work center and access the view Design Data Sources;
         2. Click on New Joined Data Source;
         3. On the New Joined Data Source screen define a name and a description for your customized data source;
         4. In the case of a new Joined Data Source, you will have to select whether you are using an Inner Join or Left Outer Join, for this case, select Left Outer Join and proceed with the next steps;
         5. Click on Add Data Source and select the first data source which you want to use in your join condition, by selecting the data source, a list of fields will be shown below it, select which Characteristics and Key Figures you want to use, for joined data sources, the button for Select All is not available, since you should only select characteristics and key figures that are relevant to your data source, after selecting which characteristics and key figures you want to use click on OK, repeat the process until you have selected the data sources you want to use on the joined data source;
         6. Check if all fields are correctly mantained/referenced and click on Check Mapping, if everything is ok, click on Save and Close. Your newly created data source is now available to create a report based on it.

If you have any further queries, please, check the Central Document for Analytics Troubleshooting.

Stock transfer order is a common procurement scenario available on SAP ByDesign system.

It consists on transfering products from a warehouse to another, with the objective to fulfill its stocks.

There are two ways to implement this scenario: Intracompany and Intercompany.

The difference is simple. Intracompany is the transfer of products between warehouses of a same company.

Intercompany, in the other way, is the transfer of products between two different companies.

On this document you will find the necessary master data that you need to maintain to achieve the Intracompany scenario, the actions you need to perform to process a stock transfer order, and, of course, some common issues that you may face (and how to solve them). For more details about the Intercompany version of this scenario, please check the document http://scn.sap.com/docs/DOC-63214

1. Master Data

2. Executing the Scenario

3. References

4. Common Issues

1. Master Data

There are three important things that you need to do to implement a stock transfer scenario on your system: Scoping, Product Master Data and Transport Lanes.

1.A. Scoping

First step you need to perform is to scope this option on your implementation project.

Once the you check this box you can go to Questions and check which scenario you want: Intracompany or/and Intercompany.

1.B. Product Master Data

Once you have scoped this feature, it's time to define which products will be used.

To do so you need to select the correct Procurement Type in the product's master data.

The Stock Transfer order is called "Internal Procurement".

It is important to note that when setting the internal procurement type for a planning area (site), you need, at least, another planning area with a different procurement type.

You need this because the Internal planning area will request the products to the other one. If this "other one" is also internal, there will be no other planning area to be the source of the products. In other words you will have a dead lock.

In order to prevent this, one of the areas must have the procurement type defined as External, or In-House Production.

1.C. Transport Lane

Once you have defined which planning area will be internal and which will be the source, it is time to "link" them by creating a transport late.

The transport lane will connect both sites and will allow you to deliver/receive the products.

Once you define the source area (ship-from) and the target area (ship to), you are ready to create and process a stock transfer order.

2. Executing the Scenario

You have two ways to trigger this scenario: You can manually create a Stock Transfer Order from the Outbound Logistics Control work center however the interesting part is to run the MRP, creating Stock Transfer Proposals, that will later become orders.

The stock transfer order consists basically in two steps: Sending the Goods and Receiving the Goods.

You start processing it as a delivery proposal, under the Outbound Logistics work center.

Once this delivery is released, you will have the Inbound Delivery Notification, under the Inbound Logistics available to be received.

In the end, the scenario is as follows:

Note that the ID is the same for the outbound delivery and the inboud delivery notification. This occurs because both documents are equivalent.

3. References

You can find more information about this scenario on the following help documents:

- Planning Stock Transfers

- Intracompany Stock Transfer Processing

4. Common Issues

Please check below some usefull case documents that may help you in case you have any trouble on this scenario:

2103989 - Inventory Value Not Visible In Stock Transfer Order

1792599 - Why the Delivery Status Has Not Been Updated in Stock Transfer Order

1653256 - Error Message: The Product XYZ in item AA Cannot be Delivered from site; When Creating a Stock Transfer Order

1564534 - How to Partially Receive Stock Transfer Order

1792643 - Negative On-Hand Stock is Shown in the Stock Overview Screen

Best regards,

Rodrigo

The intercompany Stock Transfer Scenario can be used for transfer stock from a parter company directly to your customers.

Very similar to the third party scenario, this one consists on ordering products you do not have on your stock from another company to fulfill the demands.

By reading this document you will see an example on how you can set this scenario on your system, how iyou will execute it, and of course, some common issues you may face when working with it.

1. Master Data

2. Executing the Scenario

3. References

4. Common Issues

1. Master Data

First step to implement this on your ByDesign system is to ensure that the following prerequisites are achieved:

- You have two companies defined on your Org Structure.

- You have Transport Lanes from the Ship-From Site linked to Transport Zones covering the receipient company.

- The Products which you will use are activated for Sales and Purchasing on both companies.

Once you have these settings correctly maintained, you are free to implement the Intercompany Stock Transfer Scenario.

1.A. Scoping

To start the implementation, you first need to activate this option on your implementation project.

Go to the Business Configuration work center and Edit the Scope of your implementation project.

You will find this option under the Scoping step, Purchasing Item, Purchase Request and Order Management subitem.

1.B. Communication Channel

When you create a company on your system, you have a resultant business partner, which has the roles Account and Supplier.

To make the intercompany scenario work, you need to set the communication between these roles.

First you need to edit the master data for the "Supplier" Company.

Under the Communication tab, Collaboration subtab, you need to maintain the Output Channel "Internal EDX" for purchase orders.

The same thing needs to be done on the "Customer" Company.

Under the Business Partner Data work center, Accounts view, you will find the Account Master Data for the receiving company.

Here, you need to set the Internal EDX option for the fields "Sales Order Confirmation", "Advanced Shipping Notification Outbound" and "Customer Invoice/Credit Memo".

Once you complete this configuration you will be able to execute this scenario.

Please check the following section for an explanation about its behavior.

2. Executing the Scenario

There are two ways to execute this scenario.

You can create a purchase order selecting Sender company as supplier, or you can select this as the fulfillment type of a sale that you are performing.

On this document I will show you how the intercompany scenario can be used to fulfill a demand youa re created.

The first step is to create a sales order. When entering the Items information, you need to select the Fulfillment type as External.

You also need to select the the Sender Company as the supplier.

After this you just need to release the sales order and the scenario will be triggered. A Customer Demand will be created and released and a Purchase Request will be also automatically created.

Once you process this Purchase Request you will create a Purchase Order representing the Receiver company buying the products from the Sender company.

This purchase order will automatically create a equivalent Sales Order on the Sender company side.

This sales order needs to be processed by the Sender company, which means that it needs to be released.

The warehouse team of the sender company will process this like a normal delivery proposal.

Once the outbound delivery is processed, an Inbound Delivery Notification is created on the receiver company, which will create the inbound delivery.

The sender company them will create a Customer Invoice, based on the outbound delivery.

The system will automatically create an equivalent Supplier Invoice on the receiver company side.

Unfortunately the system does not have a document flow which display all documents. Some documents will be hide depending of the perspective.

In the end, an intercompany scenario should be as following:

On this image you may see that the inbound deliveries are not displayed, This occurs because the perspective selected is based on the Sales Order (Sender Party).

3. References

In the Help Center you can find the following document which can be followed when setting or executing this scenario:

- Intercompany Stock Transfer

4. Common Issues

Please check below some case documents thaht may help you to solve issues that can affect this scenario:

1682455 - Post Goods Receipt Button Not Enabled For Purchase Orders

1708592 - Cannot Make Outgoing Check Payment Due to Error Message: Payment method details are not determined

1725646 - Missing Invoice for the Third-Party Order Processing

Best regards,

Rodrigo

1. Fixed Assets
2. Fixed Assets (extended)

A calculated Key Figure is a key figure that is determined using calculation rules or formulas.

You can create a calculated key figure using existing key figures in the data source that you've selected.

For example, you can create a formula to determine the number of customers for which zero activity has been recorderd: EQ(Number of Customers, 0)

Creating the Calculated Key Figure

In order to create a custom Calculated Key Figure, please, check the steps below:

1. Go to the Business Analytics work center and access the view Design Key Figures;
2. On the Design Key Figure screen click on New;
3. On the New Key Figure screen, define a name and a description for your key figure, then, select a data source to be used, this data source will store your newly created key figure, and the key figure will be available in all reports that are based on this data source;
4. On the Type selection, select Calculated Key Figure;
5. On the new step of the Key Figure creation, Restrict/Calculate Key Figure *, you will see that all Key Figures existing in the data source, except the ones that are part of a specific Key Figure Structure, will be shown in the left area of the screen, while in the right part of the screen you will see the box to type in the formulas to be used in the new Key Figure, later on this document, I will cover all operations available for Formulas.
6. After defining which Formula you want to use, click on the button Next;
7. In the third step of the Key Figure creation, Properties, you will have a few fields to select, such as Calculate Result As and Conversion Type, these fields will also be covered later on this document. After setting what you want to use for each field (they can also be left blank, however results might differ) you can click on Next to review your created Key Figure, or you can click on Finish to save your key figure and make it available for reporting.

Formulas

Follow below a table with all available operations and their descriptions with use case.

Key Figure Properties

These properties are to be used in the step 3 of the key figure creation. Please, check the table below for information on each of the types for Calculate Result As, Calculate Single Value As and Aggregation Type. For further information, please, check the tables below.

Calculate Result and Single Value As

Administrators can recalculate single values and results of a report based on certain criteria. For example, you can create ranked lists, or you can calculate the total for a Top 10 product list locally.

* Denotes the options that are valid only for Calulate Result As.

** Denotes the options that are valid only for Calculate Single Value As.

Except Aggreation

Administrators can define exception aggregation behavior for key figure values when they create a calculated key figure.

The deviation to the standard aggregation behavior is only valid in combination with a specified characteristic.

In case you have more queries about Analytics issues, please, check the Central Document for Analytics Troubleshooting.

During your daily business you will  want to always select the best option of supplier to buy products.

The ByDesign system offers several source determination methods to help you on this topic.

These methods however have hierarchies that, in some cases, are not well known.

Why is the supplier A being selected instead of supplier B?

Why the list price is not being considered?

How can I make the system to always select a specific supplier for a determined product?

Thinking on the answers for these questions I have created this document. Please find below more details about how the system determines the source of supplies.

1. Overview

2. Scoping

3. List Prices

4. Contracts

5. Quota Arrangements

6. Fixed Source of Supply

7. The Hierarchy

8. Quotes and Requests

9. References

10. Common Issues

1. Overview

In the ByD System you will find several options to manage the determination of which supplier.

You have List Prices, Contracts, Quota Arragements, Fixed Sources and of course, Quotes.

You do not need to necessarily use all of them, but it is recommended to have at least one, so the system can help you to select the best supplier for a purchase.

2. Scoping

The first (and actually only) step you need you to perform is to scope the option of sourcing on your system.

It is very simple to do it. All you need to do is to go to the Business Configuration work center, Implementation Projects and edit your project.

When editing it, check the options for Sourcing and Contracting, under the Sourcing section.

Also, answer the questions related to this topic under the Questions step.

Once you have scoped this feature, you are ready to use whatever method you like to define the sourcing determination of your system.

3. List Prices

List Prices are the most simple method to use since they are very easy to comprehend.

A list price consists on a list of products, and their prices, that are sold by a specific supplier.

To create a List Price, you can to go to the Product Portfolio work center, List Prices view.

By clicking on the New option you will be able to create a list price as below.

When creating a List Price you need to maintain the supplier who sells it, the products and their prices.

You also need to maintain a validity for it

Please note that the system, in the end, will have one list price for each product, however you can create them all at the same time.

You can also create List Prices using the Microsoft Excel.

PS: Please note that there are two different documents with a very similar name on the system: List Prices and Price Lists.

The difference is simple: List Prices are related to a supplier, they show the price you need to pay to buy items. Price Lists are related to Customers, they contain the prices your customers pay to you when you sell products to them.

Price Lists are not relevant for the Sourcing and Contracting topic.

4. Contracts

Contracts, or Purchasing Contracts, work in a very similar way when comparing them to List Prices. They are basically documents related to a specific supplier which you use to define the price you will pay for determined products.

The key difference is that contracts have targets. These targets are values that once achieved turn the contract to a complete state.

For instance, if you create a target of 10 thousand dollars, once you create transactions that reach this value, you will achieve the objective of the contract.

To create a contract you need to go to the Sourcing and Contracting work center, Contracts view.

When creating one, you need to define the supplier, the products, the target values and the validity of the contract.

5. Quota Arrangements

Sometimes this topic seems to be very complex, but the truth is that it is not that complicated.

Quota arrangements are methods that you can use to distribute your purchases between suppliers.

In order to use a Quota Arrangement, you need to have, at least, two contracts with two different suppliers, both covering the same product.

In other words, you will use the quota arrangement to distribute the quantity to be purchased over these contracts.

For instance, If you have two contracts, with suppliers A and B, and both contracts contains the product 123, you will use the quota arrangement to buy, for example, 50% of the quantities from the supplier A and the other 50% from the supplier B.

Quota Arrengements consider only Contracts. It is not possible to use List Prices on this scenario.

You can create a Quota Arrengement under the Quota Arrangements view, in the Sourcing and Contracting Work Center.

There are three important things you need to consider when looking to a quota arrangement: the Quota Number, the Quota Base Quantity and the Allocated Quantity.

The Quota Number works like a percentage. In the screenshot above, the numbers are 40 and 60. Which means that 40% of the purchasings should use the supplier Omego, while 60% should use the supplier AMS.

You do not need, necessarly, to use clear percentage numbers. You can, for example, use 1 and 2. The system will consider the fraction of 1/3 and 2/3, and will calculate the percentage accordingly.

The Allocated Quantity is exactly what it seems to be. It is the total quantity of products that you already purchased from the supplier.

The system will take the Quota Number and the Allocated Quantity to calculate the quota rating.

The quota rating is the paramenter that the system uses to choose between the suppliers. This value is calculated as followning:

Quota Rating = Allocated Quantity / Quota Number

Based on this and on the screenshot we can calculate the following:

Quota Rating Omego: 80 / 40 = 2

Quota Rating AMS: 230 / 60 = 3,84

So, by calculating this, you know that the system will select Omego for the next purchasing, because the rating is lower than AMS's.

Now, the quota base number is something that you can use to impact the way the system calculates the rating. It is basically another value that the system will sum to the allocated quantity. For example, If you defined that the quota base number is 100 for Omego, the system will calculate the rating as following:

Quota Rating Omego: (80 + 100) / 40 = 4,5

In this case, instead of Omego, the system would select AMS as next supplier.

6. Fixed Source of Supply

A Fixed Source of Supply is something you create when you want to ensure that ALL purchases of a specific product will be done using the same supplier.

It works like a flag. You select a list price, or a contract, and flag it as Fixed Source of Supply.

By doing this you will be making the system select that list price, or that contract, for every transaction related to the chosen product.

You can create a fixed source of supply under the view with the same name, available on the Sourcing and Contracting work center.

7. The Hierarchy

Okay, we have seen all the options you can use to determine the source decision making in the system.

But what happens when you use all of them? How the system selects which one it will consider? What is more important? A list price or a contract? A Quota Arrangement or a Fixed Source of Supply?

Well, the system follows the hierarchy below:

- Fixed Source of Supply

     - Quota Arrangement

          - Contracts

               - List Prices

First thing the system considers is the Fixed Source of Supply.

In case it does not find anything, it will check the Quota Arrangments.

If no arrangment existis, it will check the contracts.

Not finding any contract it will search for list prices.

But how the system chooses between two contracts? Or two List Prices?

Well in this case the sytem will check the following:

a. Price

b. Contract Released Quantity

c. Lowest delay in delivery

So, if you have two list prices for the same product, the system will select the one with the lowest price. In case both lists have the same price, the one which was delivered faster will be selected.

In case of two contracts with the same price, the system will select the one with the lowest released quantity.

If even so the system cannot decide, it will select the one which was delivered faster.

8. Quotes and Requests

On this document I have metioned a lot of elements you will find under the Sourcing and Contracting work center. Now you may already have noticed that at any moment I mentioned RFQs (Requests for Quitation), Quotes, etc.

I have done so because these documents are not considered for sourcing determination. At least not for the automatic sourcing determination.

A quotation sent by a supplier is not considered by the system when proposing sources of supply.

So, if this is the case, why would I use a RFQ and a Quote?

Well, this feature works as a manual source determination.

A request for quotation is basically a question you send to your supplier asking him how much he wants for a determined product.

The supplier replies with a quote, informing their price.

You may ask for quotes from several suppliers, manually comparing them and deciding which one you will use.

When you select the desired quote you award it. By doing so, you will create a purchase order using the price in the quote.

9. References

In case you have more interest on this topic, I recommend the following documents available on the ByDesign's help center:

- Source Determination

- List Prices in Supplier Relationship Management

- Purchasing Contracts Quick Guide

- Request for Quotation Processing

They contain a lot of details about the options mentioned above and can helo you when working with them.

10. Common Issues

In case you are having trouble with one of these features, check the case documents below, they can contain the solution you are looking for:

1905373 - Not Possible to Create a List Price with Zero Price Value

2028203 - List Prices (Suppliers) Selected Randomly in Purchase Requests for a Material

1872524 - Cannot Delete List Price

1804577 - Change Source of Supply Priority is Disabled for a Purchasing Contract

1883137 - Approval Process for Purchasing Contracts Missing

2104712 - Contract Price Is Not Copied To Purchase Order

1411898 - Purchase Order created although Supplier is blocked. Purchasing Contract not closed when supplier is blocked.

2018728 - Unable to Renew Soon Expiring Purchasing Contract due to Missing Negotiate Button

Best regards,

Rodrigo

Last week I gave an in-depth demo session to some interested parties.

The intention was to show how two of the topics that are of utmost importance to Professional Service Providers can be dealt with in SAP Business ByDesign:

• Project Invoicing with everthing you need to get there and
• Resource Management.

Please find the demo script via this link

https:/mdocs.sap.com/mcm/public/v1/open?shr=jXWjZkGPnKG0WLBXM52H1MXfSJ4pmY5Df9fjvtiMtT0

It is released for customers.

If you want to really run the demo you however need to be an SAP ByD Partner in order to get access to ByD Reference Systems.

But still, I hope, there is some value to readers only as well.

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. Frontend / Oberon / UI
2. Mobile
3. Output / Printing
4. Extension Fields / Mashups
5. Microsoft Integration
6. MacOS
7. Performance Issues

1) Frontend / Oberon / UI

1.1 - When you experience any dumps on the system:

There is some basic information that always help support to tackle these faster:

- Please provide us the exact steps to reproduce the issue - you can refer to this document:

http://scn.sap.com/docs/DOC-62269

- Please also provide the screenshot(s) of your issue.

_______________________________________

1.2 - 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

_______________________________________

1.3 - If you experience any "strange" behavior on your screen, this might have been caused by a corrupted personalization.

To try to correct this, you can go to Personalize --> This Screen --> Discard

Please notice that will erase ALL the changes done to this screen (columns resized, labels changed) but only for your user.

_______________________________________

1.4 - Internet Explorer Settings:

http://scn.sap.com/docs/DOC-45151

_______________________________________

1.5 - In order to avoid many issues

please always use the normal URL of your system, as per below example:

https://my******.sapbydesign.com OR https://my******.crm.ondemand.com

2) Mobile

2.1 - Basic checks for Mobile issues:

- Device Model

- App version

- Clear your app cache

_______________________________________

2.2 -  See if the same issue occurs on your normal URL browser system

If yes, please state that inside the incident

2.3 - 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)

2.4 -  Please provide the log files,

And if possible the screenshot(s) showing the issue on device screen.

_______________________________________

2.5 - Handscanner - Installation and Configuration

http://scn.sap.com/docs/DOC-62809

3) Output / Printing

3.1 - Common issues with Collaboration Window / Print manager

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

_______________________________________

3.2 - Common issues with Output Management

http://scn.sap.com/docs/DOC-62825

_______________________________________

3.3 - Sending emails from ByDesign - by Melvin Hidalgo

http://scn.sap.com/docs/DOC-33266

_______________________________________

3.4 - When printing on A3 size, the system prints on A4

This is actually a problem with MS Silverlight, which only occurs with some printers.
There is nothing SAP can do to solve this.

As a workaround, you can use a virtual printer, for example, PDF printer.

Afterwards, please print this PDF file to your local printer.

4) Extension Fields / Mashups

4.1 - 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

_______________________________________

4.2 - Extension Field is not populated

When you extend / add an Extension Field to another screen, the same is not appearing filled.

This usually occurs due to the following reasons:

1)  Please make sure that the field is with the right "Extension Scenarios" --> You can check this under Adaptation Mode --> Select section "Extension Fields" --> Select the field you need --> Click "Further Usage" --> There, select tab "Extension Scenarios" --> On top window, there is the possible screens where this could be added --> Click on "Add field" (notice that if you are not sure where to extend, you can check add all the scenarios, and perform the tests. If this is still not working, probably the scenario is not supported -- you can open an incident for further investigation).

2) Sometimes, you need to perform a "dummy" change on the screen, so the Extension Fields get populated. For instance, remove and re-add an item, so the screen is refreshed.

_______________________________________

4.3 - How to add fields in Custom tabs, created via Adaptation Mode:

1) First, you need to create and add the Extension Field on the header of the document (normally, via Adaptation Mode)

2) Then, click on Adaptation Mode --> Edit --> Drag and Drop the field that is on the Header to the Custom created Tab

3) Also, you can add Mashups of type URL and HTML inside these tabs

5) Microsoft Integration

5.1 - When filling a template and uploading to system, sometimes you might face an error 500.

When having this, please double check the data entered on some fields. Usually, this is the cause here.

When not sure, support team can check on backend which is the incorrect data.

Please make surethat you are using the latest version of the Template downloaded from the system. Avoid saving the template locally and filling to upload later to the system.

_______________________________________

5.2 - Common issues with Excel Add-In

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

_______________________________________

5.3 - When you double click on CTI Adapter desktop icon on your local computer, it crashes and stops working.

The application is already running in the notification windows bar, therefore, if you try to open a second instance of the program it will crash

Check the windows toolbar, you should see a SAP icon.

This is the CTI Adapter already running. You can click the icon to Start / Stop the service

_______________________________________

5.4 - Outlook / Lotus Notes common issues

http://scn.sap.com/docs/DOC-62625

6) MacOS

6.1 - What is not supported in 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

7.1 - 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

_______________________________________

7.2 - 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

The ByDesign system is a great tool to manage your stock.

You can personalize a lot of options, create a huge quantity of tasks, define each step your agents perform when working in the warehouse.

Or, if you prefer, you can simplify everything and execute your deliveries by clicking on one single button.

On this document I describe how you setup your process of receiving and sending products.

The document also explains the difference of the options Post Goods Issue and Create Warehouse Requests (on the Outbound side) and the options Post Goods Receipt and New Supplier Notification (on the Inbound side).

1. Logistics Model

2. Outbound Logistics

3. Inbound Logistics

4. Execution

5. References

6. Common Issues

1. Logistics Model

Everything starts with a Logistics Model.

A logistics model is a list of actions that are performed when you are receiving or delivering products.

You need to set the logistics models you will use for each warehouse site you have.

You also need one model for each kind of operation you want to perform (receiving, shipping, returning, etc).

Thankfully, the system provides templates that you can use.

You can find the logistics models under the work center Warehouse and Logistics Master Data.

When we create a logistics model, we need to define the tempalte we will use (shipping, receiving, task, no task, etc) and for which site we will create it.

Once we define it, we can edit its details.

The first thing we need to define is the usage of tasks.

If you select a template marked as "Without Tasks", no warehouse tasks will be created and you will process the deliveries using the "Post Goods" Options.

In case you select the templates for one or more tasks, you can define several details, such as the task name, the list of operations and if the tasks will be created automatically.

It is also on the logistics models that you define if you will use inspections, or if the outbound/inbould delivery document will be automatically released.

2. Outbound Logistics

The Outbound Logistics work center is used to control your shipping scenario.

It is under it that you will find the delivery proposals, which means, the list of products you need to delivery to your customers to fulfill a sale.

By selecting the Delivery Proposals view, you can see the list of documents, and also, two options: Post Goods Issue and Create Warehouse Request.

The difference is simple: Post Goods Issue does not use tasks while Create Warehouse Request does.

When using the Post Goods Issue option, the system will ask the quantity of products you will use, and from where you will take them.

For the Create Warehouse Request option, this information is entered when confirm the warehouse tasks.

You can also skip all the scenario and select the option Create Outbound Delivery. It will automatically create the outbound delivery for the full quantity.

3. Inbound Logistics

The Inbound Logistics work center works on a very similar way.

The difference is that instead of shipping, you are receing products.

The name of the buttons is also different. Here you have the options Post Goods Receipt and New Supplier Delivery Notification.

You use the option Post Goods Receipt to perform the scenario without using tasks.

The option New Supplier Delivery Notification is used to perform the scenario using tasks.

Additionally, here you also have an option to skip the scenario and create the Inbound Delivery directly. Here it is called Post Goods Receipt as Planned.

4. Execution

The Execution work center is a very interesting option when you use the Tasks scenario.

Although you have the Task Control view under both work centers (Outbound and Inbound Logistics), the execution work center also shows Production and Internal tasks.

When processing a task, you will have two options, Confirm and Confirm as Planned.

The first option let you define the quantity of the products while the second one is faster, but will confirm the task for the full planned quantity.

5. References

Below you can find some suggestions of documentation which you can use when working on this scenario:

- Logistics Models Quick Guide

- Post a Goods Issue and Create an Outbound Delivery for Delivery Proposals with Optional Label Creation

- Quick Guide for Purchase Orders (in Inbound Logistics)

6. Common Issues

The most common issue on this scenario is to use the wrong option.

Although the system allows you to use both scenarios, with and without tasks, it is very common to have only one of the options configurated for some Sites.

For example, we receive an error informing that the logistics model is missing for a determined site when we click on Post Goods Issues, but the truth is that we need to use tasks on that site, so instead of Post Goods Issue, We should be usisng the Create Warehouse Request option.

There are some other issues that we may face when working on this. For them, Please check the list bellow for some case documents that may help you:

1719015 - Error Occurs When Confirming A Pick Task Using Confirm As Planned Button

1668116 - Cannot do Negative Inventory Posting in Post Goods Issue

2080164 - Source Logistics Area Not Proposed For Post Goods Issue.

1614484 - Error Message: Uniformity criteria for logistics are not met; While Doing Post Goods Receipt

1886136 - Cannot Post Goods and Services Receipt. Error: "Posting not possible; referenced purchase order XYZ in approval"

Best regards,

Rodrigo

This document intends to be a central document for several guides regaring the SRM and SCM modules of the SAP ByDesign system.

Please check below some guides and of course, documents related to other modules of the system.

1. Guides

2. Other Topics

1. Guides

Goods Return / Return to Supplier scenarios. - http://scn.sap.com/docs/DOC-62811

Stock Transfer Orders Scenario - http://scn.sap.com/docs/DOC-63046

Intercompany Stock Transfer Scenario - http://scn.sap.com/docs/DOC-63214

Sourcing and Contracting - http://scn.sap.com/docs/DOC-63199

Outbound / Inbound Logistics Setup - Post Goods Issue X Warehouse Tasks - http://scn.sap.com/docs/DOC-63520

2. Other Topics

Central Document for Analytics Troubleshooting - http://scn.sap.com/docs/DOC-62506

Basic Troubleshooting - Infrastructure - http://scn.sap.com/docs/DOC-62464

Later I will be adding more documents to also cover the Projects model.

If you find anything intersting, just contact me and I will add it here.

Best regards,

Rodrigo

Occasionally SAP Support requests a HTTP trace for further analysis of reported problems. This document describes the necessary steps
to create such a HTTP trace. HttpWatch integrates with Internet Explorer and Firefox browsers to show you exactly what HTTP traffic is triggered

when you access a web page. If you access a site that uses secure HTTPS connections, HttpWatch automatically displays the decrypted form of

the network traffic.

1) Download the free version of 'HttpWatch Basic Edition' from this internet site : http://www.httpwatch.com/download/ and install it on your

system.

2) Click on the HttpWatch toolbar button which is normally on a hidden part of the IE command bar or use the keyboard shortcut 'Shift + F2' (Crtl + S@ on some systems) to activate the tool.

3) The HttpWatch plug-in can be displayed in the lower part of the browser window.

4) Open the ByDesign screen where you are facing the issue and then press 'Record' on the HTTPWatch screen and follow your steps to reproduce the issue.

5) Press 'Stop' once the issue is reproduced completely.

6) Click on 'Save' to save the trace file. The extension of the file is hwl.

7) Attach the file to the incident and send it back to SAP Support.

Best regards,

Guilherme Rosario

Hello everyone,

The purpose of this document is to provide insights about the handling of Outgoing Checks within Business ByDesign, mainly exposing the difference and consequences of the Reverse and Void actions.

When it comes to actions for outgoing checks, the system has different behaviors for Reverse and Void.

Reverse

This action can only be executed if the check is still in status Ready for Transfer. It will cancel the check and the corresponding objects and postings (e.g. Clearing, Payment Allocation and Payment Order).

The number of the canceled check will be returned to the check lot and will then be the next check ID. This has to be considered especially when using prenumbered check forms. If you do not want the number to be used again, you have to go to the check lot and click the Void Unused Check button. The number will then no longer be available.

Current Check in Check Lot before creation of the next Outgoing Check.

New Outgoing Check created and reversed (status Canceled).

The number of the canceled check returned to the Check Lot and is the Next Check to be picked.

Click Void Unused Check in order to void Check Number 100329 as we don't want this number to be picked again.

As a result the voided Check Number is no longer displayed as the Next Check.

Concept: Cancellation of an outgoing check that has already been issued.

If an outgoing check has already been issued (status In Transfer), you cannot cancel the outgoing payment since the check may already be on the way to the payee and it cannot be guaranteed that it will not be cashed.

On the other hand, if the check has not been sent out to the payee yet or cashing of the check can be prevented by making a telephone call to the payee or the bank, cancellation of the payment should be possible. In this case, the status of the corresponding outgoing check for this payment has to be set back to Ready for Transfer.

Void

This action is mainly necessary for checks that are printed on prenumbered check forms. The action changes the status of the check from In Transfer to Void (on the UI these checks will be displayed as Canceled so as the checks that were reversed).

Voided checks can be reported to the bank to make sure that they are not cashed. The voiding automatically creates a subsequent check with the same data. The new check is assigned a new number. In the Original Check ID field (displayed in the details area of the payment monitor or on the check UI), the number of the original check will be entered.

This provides a way of tracking which numbers are involved. The document ID will be the same for both checks. The number of the original check will not be returned to the check lot.

    Actions > Void + enter voiding details.

The voided check receives the status Canceled and Check Voiding Data information is displayed. This is also a way to differentiate a voided check from a reversed check since both have the same status Canceled.       

Subsequent check is automatically created by the system and a new Check Number is assigned. The Document ID is the same for both checks.

   In the subsequent check the Original Check ID is displayed.

You can also find further information regarding Outgoing Check creation and handling in the below help documentation:

• Payment Monitor Quick Guide
• Check Lots and Check Numbers for Outgoing Checks

Be welcome to post questions in our Financial Management forum http://scn.sap.com/community/bydesignbc/fm                     

Best Regards,

Albert Pilger

Hi everyone,

In Payment Management Work Center, you'll be able to see the follow documents:

Payment Monitor is the view that show youall the company's incoming and outgoing payments, with all status since “in approval” to “canceled”.It’s

possible to see all payments together, or select by your preference, like the Payments in Preparation or Confirmed Payments.

If you select one of the payments, you’ll be able to see the details in the same page, or clicking on it, a new tab will open with all information about the payment.

You can also access this view from Liquidity Management work center if you want.

In Payment Allocation, you’ll be able to see payments and remittance advices that require manual payment allocation. This situation applies

when the system cannot allocate payments to a customer or supplier using the available data, for example.

You can select to view In Preparation, Posted, Canceled or all the Payment Allocations together. Like in Payment Monitor, clicking on the payment a new tab will open to check the details or also edit it.

Under the view Deposits,Check Depositssubview, is the place you go to create deposits for incoming checks received from your customers or

suppliers, which you can then group and deposit at your bank. And also, see these Check deposits.

Clicking on “New” button, a new tab will open. Then, you must fill the fields with necessary information and Save.

In Remittance Advicesview, you can see and enter all the incoming remittance advices that you received for payments initiated by your customers

or suppliers. These payments can include outgoing payments by direct debit or incoming check payments and transfers that a customer or supplier informs you about prior to payment processing.

To create a new Remittance Advice, go to “New” button and select “Remittance Advice”. Then, you must fill the fields with necessary information and Release.

In the Clearing House Statements view you can upload clearing house statements and update the items in the system and also view the status and

transaction details of them, and reverse the incorrect.

Under Periodic Tasks, you’ll find:

- Payment Media Runs, where you can perform automatic runs, which generate payment media for bank transfers, direct debits, and checks. You can also display available runs and check the application logs of runs that have already been performed.

-You can create automatic Credit Card Settlement Runs in this subview. Here, credit card payments can be grouped together in one settlement and in a file. This payment order file can then be sent to the clearing house (also referred to as acquirer).

-You use foreign Foreign Currency Remeasurement Runs subview to convert the balances of cash ledger accounts from foreign currencies into the company currency on a specific key date. It’s relevant for companies for which gains and losses resulting from exchange rate fluctuation, that are displayed on the cash ledger accounts in foreign currencies.

More than check this document, you can still run five Reports: Cash Position by Transaction Source, Checkbook Register, Dunning History – Customers, Payment Statistics – Customers and Payment Statistics – Suppliers. 

Kind Regards,

Gabriela Cruz

Payment Run – Payables/Receivables

A payment run is used to execute payment proposals for internally initiated payments. It’s a background job that searches for opening payables items (payment run for payables) or open receivables items (payment run for receivables), for example, invoices or credit memos, that system proposes for payment within a single execution of a payment run.  System generates a payment proposal list that has to be checked before the payments are in fact executed.

It consists in basically 3 steps:

1. Creation of a new payment run on Payables – Payments Runs
2. Scheduling a Payment Run
3. Editing and Releasing a Payment Proposal

Note that on supplier/customer master data is necessary to maintain a payment method for the supplier under tab Financial Data, in order to allow system to execute the payment run

Payment Run for receivables looks for open items that can be paid either by Credit Card or Direct Debit. Due payment runs for direct debits (receivables clearing) in foreign currencies are not supported by the system

Payment Run for payables looks for open items that can be paid either by Check, Bank Transfer or Wire Transfer.

Business Configuration relevant activities:

- Payment Strategies: defines when a due payment will be picked up by a Payment Run.  You can assign different payment strategies to
different companies/ customers/ suppliers.

- Global Settings for Payment: where you can define payment method prioritization based on amount, bank account and suppliers.

Payment Proposal

After you execute a payment run, a payment proposal will be created with the list of the open items, determined on the basis of the payment strategy that you have defined in configuration and displays the due payments taking payment conditions into account.

This list will be visible on Automatic Payments view under Payables or Receivables work center.  It will show you all outgoing payments initiated by a payment run (not outgoing payments initiated by suppliers, such as by direct debit with mandate) and payments to customer credits (in case of customers with a credit balance). 

You can decide when invoices should be paid so that you ensure that your commitments to suppliers are cleared on time and correctly.   Once
you have checked the payment details and terms of the proposed payments, you can release them.

Once you have executed the payments (by choosing Execute Payment in the Automatic Payments view), the system posts the payment and clears the open items to be paid.

Check also Help Center Documents:

- Quick Guide for Payment Runs (Payables)

- Quick Guide for Payment Runs (Receivables)

- Create and Edit Payment Proposals for Payables

- Approve an Automatic Payment Proposal

1. Fixed Assets
2. Fixed Assets (extended)

A calculated Key Figure is a key figure that is determined using calculation rules or formulas.

You can create a calculated key figure using existing key figures in the data source that you've selected.

For example, you can create a formula to determine the number of customers for which zero activity has been recorderd: EQ(Number of Customers, 0)

Creating the Calculated Key Figure

In order to create a custom Calculated Key Figure, please, check the steps below:

1. Go to the Business Analytics work center and access the view Design Key Figures;
2. On the Design Key Figure screen click on New;
3. On the New Key Figure screen, define a name and a description for your key figure, then, select a data source to be used, this data source will store your newly created key figure, and the key figure will be available in all reports that are based on this data source;
4. On the Type selection, select Calculated Key Figure;
5. On the new step of the Key Figure creation, Restrict/Calculate Key Figure *, you will see that all Key Figures existing in the data source, except the ones that are part of a specific Key Figure Structure, will be shown in the left area of the screen, while in the right part of the screen you will see the box to type in the formulas to be used in the new Key Figure, later on this document, I will cover all operations available for Formulas.
6. After defining which Formula you want to use, click on the button Next;
7. In the third step of the Key Figure creation, Properties, you will have a few fields to select, such as Calculate Result As and Conversion Type, these fields will also be covered later on this document. After setting what you want to use for each field (they can also be left blank, however results might differ) you can click on Next to review your created Key Figure, or you can click on Finish to save your key figure and make it available for reporting.

Formulas

Follow below a table with all available operations and their descriptions with use case.

Key Figure Properties

These properties are to be used in the step 3 of the key figure creation. Please, check the table below for information on each of the types for Calculate Result As, Calculate Single Value As and Aggregation Type. For further information, please, check the tables below.

Calculate Result and Single Value As

Administrators can recalculate single values and results of a report based on certain criteria. For example, you can create ranked lists, or you can calculate the total for a Top 10 product list locally.

* Denotes the options that are valid only for Calulate Result As.

** Denotes the options that are valid only for Calculate Single Value As.

Except Aggreation

Administrators can define exception aggregation behavior for key figure values when they create a calculated key figure.

The deviation to the standard aggregation behavior is only valid in combination with a specified characteristic.

In case you have more queries about Analytics issues, please, check the Central Document for Analytics Troubleshooting.

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

Please, refer to the below documents which contain valuable information for each part of the system.

1. Error Messages - Reports
2. Creating Custom Data Sources - Analytics
3. Creating Cloud Data Sources - Analytics
4. Creating Custom Reports - Analytics
5. Cloud Data Sources - Data Upload
6. Cloud Data Sources - Field Types & Settings for Data Source Fields
7. Creating Custom Calculated Key Figures - Analytics

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. Frontend / Oberon / UI
2. Mobile
3. Output / Printing
4. Extension Fields / Mashups
5. Microsoft Integration
6. MacOS
7. Performance Issues

1) Frontend / Oberon / UI

1.1 - When you experience any dumps on the system:

There is some basic information that always help support to tackle these faster:

- Please provide us the exact steps to reproduce the issue - you can refer to this document:

http://scn.sap.com/docs/DOC-62269

- Please also provide the screenshot(s) of your issue.

_______________________________________

1.2 - 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

_______________________________________

1.3 - If you experience any "strange" behavior on your screen, this might have been caused by a corrupted personalization.

To try to correct this, you can go to Personalize --> This Screen --> Discard

Please notice that will erase ALL the changes done to this screen (columns resized, labels changed) but only for your user.

_______________________________________

1.4 - Internet Explorer Settings:

http://scn.sap.com/docs/DOC-45151

_______________________________________

1.5 - In order to avoid many issues

please always use the normal URL of your system, as per below example:

https://my******.sapbydesign.com OR https://my******.crm.ondemand.com

2) Mobile

Common Issues for Mobile Devices:

http://scn.sap.com/docs/DOC-63020

2.1 - Basic checks for Mobile issues:

- Device Model

- App version

- Clear your app cache

_______________________________________

2.2 -  See if the same issue occurs on your normal URL browser system

If yes, please state that inside the incident

2.3 - 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)

2.4 -  Please provide the log files,

And if possible the screenshot(s) showing the issue on device screen.

_______________________________________

2.5 - Handscanner - Installation and Configuration

http://scn.sap.com/docs/DOC-62809

3) Output / Printing

3.1 - Common issues with Collaboration Window / Print manager

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

_______________________________________

3.2 - Common issues with Output Management

http://scn.sap.com/docs/DOC-62825

_______________________________________

3.3 - Sending emails from ByDesign - by Melvin Hidalgo

http://scn.sap.com/docs/DOC-33266

_______________________________________

3.4 - When printing on A3 size, the system prints on A4

This is actually a problem with MS Silverlight, which only occurs with some printers.
There is nothing SAP can do to solve this.

As a workaround, you can use a virtual printer, for example, PDF printer.

Afterwards, please print this PDF file to your local printer.

4) Extension Fields / Mashups

4.1 - Common Issues regarding Mashups

http://scn.sap.com/docs/DOC-63526

_______________________________________

4.2 - Common Issues - Extension Fields

http://scn.sap.com/docs/DOC-63449

5) Microsoft Integration

5.1 - When filling a template and uploading to system, sometimes you might face an error 500.

When having this, please double check the data entered on some fields. Usually, this is the cause here.

When not sure, support team can check on backend which is the incorrect data.

Please make surethat you are using the latest version of the Template downloaded from the system. Avoid saving the template locally and filling to upload later to the system.

_______________________________________

5.2 - Common issues with Excel Add-In

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

_______________________________________

5.3 - When you double click on CTI Adapter desktop icon on your local computer, it crashes and stops working.

The application is already running in the notification windows bar, therefore, if you try to open a second instance of the program it will crash

Check the windows toolbar, you should see a SAP icon.

This is the CTI Adapter already running. You can click the icon to Start / Stop the service

_______________________________________

5.4 - Outlook / Lotus Notes common issues

http://scn.sap.com/docs/DOC-62625

6) MacOS

6.1 - What is not supported in 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

7.1 - 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

_______________________________________

7.2 - How to perform a HTTPWatch trace for network test:

http://scn.sap.com/docs/DOC-63783

Goal of this document: