1) Log on to the server where Print Manager is installed and uninstall it by following the steps below:

=> Control Panel => Programs and Features => SAP Print Manager => Uninstall

After uninstallation, configuration data remains in Windows registry and logs remain in file system, however it won’t be harmful to your system. So the new Print Manager will maintain the settings from the one you just uninstalled.

2) Ensure the following prerequisites are installed:

2.1) Microsoft .NET Framework 4.0

http://www.microsoft.com/en-us/download/details.aspx?id=17718

2.2) Visual C++ 2010 Redistributable

http://www.microsoft.com/en-us/download/details.aspx?id=8328

2.3) Microsoft Visual Basic Powerpacks 10.0

http://go.microsoft.com/fwlink/?LinkID=145727&clcid=0x804

3) Download Print Manager from ByDesign system (=> Application and User Management => Business Flexibility => Download Center) and install it.

4) Start the Print Manager application and make sure you set the Service User credentials properly:

Domain: Domain the computer which is running Print Manager belongs to.

User: Enter a user to run the Windows service. This user should have administration rights on the local computer as well as authorization to access your network printers.

Password: The password from your Windows user.

Thanks,

Cristiano Rosa

1) Clear the web browser's cache, cookies, and history:

1.1) From the Safety menu at the upper right corner, click Delete Browsing History or press Ctrl+Shift+Delete.

1.2) Deselect Preserve Favorites website data. Select Temporary Internet files, Cookies, and History or if it is possible, select all options except the first one.

1.3) Click Delete.

2) Clear the Silverlight application memory (it is needed only if you have logged on to ByD/C4C/C4TE with Silverlight client):

2.1) Right click anywhere on the ByD/C4C/C4TE page or type in the “Search” box of Windows “Silverlight”.

2.2) Click on Silverlight.

2.3) A pop up open where you can choose “Application Storage Tab” and clear the memory by clicking on the button which is on the bottom right side of the screen labeled "Delete all".

 
2.4) Make sure you have installed the latest Silverlight version available in the following link:
http://www.microsoft.com/getsilverlight/Get-Started/Install/Default.aspx

3) Internet Explorer Settings:

Please change your Browser settings according to the following

• Allow Pop Ups for ByD/C4C/C4TE URLs
  -> Tools -> Pop-up Blocker -> Pop-up Blocker Settings.

     *.sap.com
     *.sapbydesign.com

     *.crm.ondemand.com

     *.travel.ondemand.com

     *.sapjam.com

• Enable HTTP compression
  • The browser should be configured to use HTTP 1.1, both for connections in general and for connections through a proxy
    -> Tools -> Internet Options
    
• Ensure Browser caching
  • The user interface of the cloud solution may react more quickly if you disable the “Do not save encrypted pages to disk” setting. Deselect option “Do not save encrypted pages to disk” and Deselect option “Empty Temporary Internet Files folder when browser is closed”
    -> Tools -> Internet Options -> Advanced
    
• Deselect “Show friendly HTTP error messages”
  -> Tools -> Internet Options -> Advanced
  

• Add ByD/C4C/C4TE URL to trusted sites
  -> Tools -> Internet Options -> Security -> Trusted Sites -> Sites
  Please add the following URLs to the Trusted Sites:
  https://*.sapbydesign.com
  https://*.crm.ondemand.com
  https://*.travel.ondemand.com
  https://*.sapjam.com
  *.sap.com(uncheck “Require server verification https for all sites in this zone” checkbox)
  
• Enable “Automatic prompting for file downloads” for the Trusted Sites Zone and Enable “File Download”
  -> Tools -> Internet Options -> Security -> Trusted Sites -> Custom Level
   
• Disable “Enable Protected Mode”
  -> Tools -> Internet Options -> Security -> Trusted Sites
  
• Additional Settings for Internet Explorer
  • Don’t use InPrivate Browsing
    http://windows.microsoft.com/en-XM/windows-vista/InPrivate-frequently-asked-questions
  • Deselect “Delete browsing history on exit”
    
• Use 100% of resolution in the Internet Explorer.
  • Otherwise you can face some issues when previewing some PDF form template via Easy Form Editor, and other issues in some specific screens.

• Please change your Browser settings according to the following:
  • Internet options -> Security -> Trusted Sites Zone -> Custom Level -> ActiveX controls and plug-ins:
    • Download signed ActiveX controls: Prompt
    • Run ActiveX controls and plug-ins: Enable
    • Enable ‘Display Video animation on a webpage….’ (Internet Explorer 11)

• Internet options -> Security -> Trusted Sites Zone -> Custom Level -> Miscellaneous:
  • Display mixed content: Enable
    
• Advanced tab
  -> Tools -> Internet Options -> Advanced
  • Multimedia section
    • Enable “Play animations in webpages”
    • Security section [note, some items are in 64bit IE 11 only]
      • Disable “Enable 64b-it processes for Enhanced Protected Mode” [64bit only]
      • Disable “Enhanced Protected Mode” [64bit only]
      • Disable “Enable Smart Screen Filter”
        
        

4) If the issue is still occurring even after the steps 1, 2 and 3 have been performed; please check if you can reset the Internet Explorer to default configuration as per the link below. Please be aware that this action should be aligned with IT department of your company because when you reset Internet Explorer settings, all add-ons and customizations are deleted, and you basically start with a fresh version of Internet Explorer.

The settings described in the steps 1, 2 and 3 have to be reconfigured again after performing step 4.

How to reset Internet Explorer settings:

http://support.microsoft.com/kb/923737/en-us

Thanks,

Cristiano Rosa

1) Logging on with a user ID and password:

You can choose the language on the logon screen. The preferred languages of the browser client determine which language is set as default on the logon screen. If none of the preferred browser client languages is supported by the system, English is selected as a default. You can choose any of the supported languages when logging on with your user ID and password.

Examples:

1.1) You are using Internet Explorer and have configured Portuguese as preferred language in “Tools => Internet Options => General => Languages”.

What will be the default language selected in the drop-down list on the ByD logon screen?

Portuguese

1.2) You are using IE and have configured Vietnamese as preferred language in your browser.

What will be the default language selected in the drop-down list on the ByD logon screen?

English

Explanation to log on with user ID and password:

In the example 1.1 Portuguese will be set on the logon screen because this language is supported by the system, however in the example 1.2 English will be used since Vietnamese is not supported in the current system release.

Can you still change the language to log on to the system?

You can choose any supported language on the logon screen.

2) Logging on with a user certificate or single-sign on (SAML):

No language selection is offered when user certificates or SSO are used for authentication. The first supported language specified by the browser client is used. If you have not specified a preferred language in your browser or if all preferred languages specified in your browser are not supported, then the language configured in the user settings in the ByD is used as logon language.

Examples:

2.1) You are using Internet Explorer and have configured ONLY Vietnamese language in “Tools => Internet Options => General => Languages” and in the ByD you have defined Portuguese in “Personalize => My Settings => Language”.

What will be the ByD language after logging on automatically to the system?

Portuguese

2.2) You are using IE and have configured Vietnamese AND English as preferred languages in your browser and in the ByD you have defined Portuguese in “Personalize => My Settings => Language”.

What will be the ByD language after logging on automatically to the system (Vietnamese or English or Portuguese)?

English

Explanation to log on with user certificate or SSO:

In the example 2.1 Portuguese will be the system language because the ByD takes into account the language configured under “Personalize=> My Settings” view when the preferred language defined in your browser is not supported – in this case Vietnamese.

In the example 2.2 English will be the system language because the ByD does not take into account the language configured under “Personalize=> My Settings” view when at least one preferred language defined in your browser is supported – in this case English.

Can you change the language to log on to the system?

Since there is no logon screen when logging on to the system via user certificate or SSO, you must change your language either in your browser or in “My Settings” view in the system as explained above.

Thanks,

Cristiano Rosa

Hello All,

When Balance carry-forward run is executed, In some cases, system raise the Error message : The balance carry forward is not possible. Execute Depreciation under Fixed Assets.

While performing the Balance Carry forward, System triggers the check to verify if the depreciation run has been performed for the fiscal year to be carried forward. It is likely that some assets still need to be depreciated in the year you are trying to close period 12 or the full fiscal year itself.

Fixed assets should be depreciated for all the valuation views of all the set of books assigned to the company for which you want to close the period 12 or the Fiscal year. In other words the posted depreciation amount should equal the planned depreciation for all the valuation views of all the set of books assigned to the company for which you want to close the period 12 or the fiscal year.

To check if any depreciation (irrespective of the valuation views) has been missed in the fiscal year you want to close period 12 of the fiscal year itself.

1) You can run the Depreciation report available in the Fixed Asset work center to compare the Planned Depreciation and the Posted Depreciation.

1. Go to the Fixed Asset work center.
2. Go to the Reports view and List sub-view.
3. Select the Depreciation report.
4. Enter the Variables to run the report.
   • Company: enter the company for which you want to perform the closing process.
   • Set of Books: you need to enter a set of books assigned to the company (you need to run the report for all set of books assigned to the concerned company, but you only can enter 1 set of books at a time)
   • Valuation View ID: you need to enter a valuation view assigned to the set of books entered previously (you need to run the report for all valuation views assigned to the entered set of books, but you only can enter 1 valuation view at a time).
   • Accounting Period/Year: enter the fiscal year you want to close or for which you want to close the period 12.
5. On running the report for the variables entered, change the default view, Planned Values, of the report to the view Posted / Planned Values.
6. Compare the posted depreciation amount and the planned depreciation amount for the selection entered in the report variables.

If you notice a difference between the posted depreciation amount and the planned depreciation amount in the Depreciation report, a Depreciation run has to be performed in update mode to post the initially missing depreciation.

Optionally you can drill down to know which assets have not been depreciated by adding the Fixed Asset field from the Not Currently Shown area.If there is no difference between the posted depreciation and planned depreciation then possible reasons behind the error message is that Depreciation status is not refreshed for some fixed assets.In such case, you need to run a depreciation recalculation for all fixed assets. However before you do it, you need to close all the periods for the year which you want to run balance carry forward for but except period 12.

1. Go to Fixed Asset work center
2. Select Depreciation view
3. Click on New and select Fixed asset Deprecation run
4. Enter following selection Parameters
   • Uncheck Test run Flag
   • Company ID : Company Id for which you would like to perform Balance carry forward
   • Set of books : Blank (i.e All set of books assigned to company)
   • Valuation view : Blank (i.e all Valuation views)
   • Closing step : Default is 020 , available options are 010 - Operational postings, 015 - Late operational postings, 020 - Closing entries, 080 - Adjusting entries for income stat. by nature of expenses
   • Fixed Asset Class : Blank (i.e all the Fixed asset class)
   • Fixed Asset ID : Blank (I.e all the assets)
   • Period / year : 999 /  9999
5. Click on Start now to execute the run immediately or use Schedule to schedule run.

With such run, the depreciation status of all fixed assets will be refreshed. Then you should be able to perform Balance carry forward.

In case the error persists after following the details mentioned here, please report incident to us for further investigations.

Regards,

Harshal

Hello All,

In this document series, I would like to walk you through the fixed asset migration process.

As you know, We have two migration template available for the fixed asset migration.

- Default template for fixed asset

- Extended template for fixed asset

How to decide which template to use for fixed asset migration:

If the following requirements are fulfilled, use the default migration template otherwise use extended migration template for migration of fixed assets,

• One single valuation view in your legacy system : If you have multiple valuation views in your legacy system, for example, internal valuation views, check whether the additional views can be calculated by the SAP solution. If yes, you can migrate one single valuation view and have the remaining views calculated by the SAP solution.

• One single set of books in your legacy system.
• If your company has more than one set of books in the SAP solution, they must have identical fiscal year start, fiscal year end, and currency. The data from the migration template is migrated to all views of the set of books without currency translation.
• No fixed asset retirements in your legacy system : If any fixed assets retirement occurred, check whether you can reverse the retirement for migration and post the retirement again, this time to the SAP solution after migration has been completed.

If these requirements are not fulfilled, use the extended migration template for migration of fixed assets.

How to download the migration template :

1. Business configuration work center
2. Select Implementation Project view
3. Click on Open activity list
4. Under the Prepare tab
5. Search for Prepare for Data Migration
6. Click on Download data migration templates
7. Under the transaction data financial accounting section, You will find both Fixed asset and fixed asset (extended) templates.

With this document, I will try to cover the Migration of fixed asset using default Migration template.

Prerequisites :

Migration After Closing Financial Statements (Year-End Migration)

For year-end migration, the migration date can be the end of the last closed fiscal year in your source system or the first day of the first open fiscal year in the target system.

Proceed as follows for asset accounting:

• Extract the cumulated values from the previous year.
• The values will be posted with the migration date as the posting date.
• Remove all master records that are not active.
• If assets are under construction, create a separate fixed asset account (general ledger account) in the legacy system. Then create a transfer posting from the asset master record to this account.
• Also do this for down payments if assets are under construction.

Mid-Year Migration (Key-Date Migration)

In this case, the posting date for the migration is in the fiscal year directly following the last closed fiscal year, meaning the transfer takes place during the fiscal year. You process all business transactions in the legacy system up to the cut-off date (key date).

Proceed as follows for asset accounting:

• Extract the cumulated values from the previous year, the acquisitions from the current fiscal year, and the posted depreciation up to the key date.
• To migrate the total value of the asset, open all posting periods of the current fiscal year.
• The current fiscal year is the year of the data transfer date. Cumulated historical values will be posted with the first day of the current fiscal year as the valuation date- Current-year postings will be posted with the data transfer date as the posting date.
• Remove all master records that are not active.
• Post all depreciation from the current fiscal year up to and including the cut-off date in your legacy system (if that system allows it).
• If assets are under construction, create a separate fixed asset account (general ledger account) in the legacy system. Then create a transfer posting from the asset master record to this account.
• Also do this for down payments if assets are under construction.

.

Note the following information when filling the migration template:

1. Fill one migration template for each company (migration unit) you migrate : For each company, a complete set of accounting data is migrated as a unit. Therefore, you need one source file per migration object and per company.
2. The migration template enables your to enter the date for one single valuation view only in the SAP solution. This is the GL relevant valuation view of the default set of books of the company for which the data are entered.
3. If you manage more than one valuation view, or more than one set of books in the target system, you can choose between three auto-complete methods to provide data to the other valuation views:
   • Copy : If you use the copy method, the depreciation start date, the changeover year, the cumulated historical acquisition and production costs posted in the migration year are copied to the additional valuation views. The depreciation method and the useful life are derived from the asset class for these valuation views.
   • Copy including the posted depreciation of the current year : This method provides the additional functionality to copy the depreciations posted in the migration year to the GL-relevant valuation view of the additional set of books.
   • Calculate Historically (default) : If you use this method, the system takes the cumulated historical asset acquisition and production costs to calculate the cumulated historical depreciation, the depreciation start date, and, if applicable, the changeover year for the additional valuation views, based on the depreciation method and the useful life derived from the asset class. The acquisition and production costs posted in the migration year are copied to the additional valuation views.
4. In case of migration after closing financial statements (year-end migration), fill the columns for cumulated historical asset values only.
5. In case of mid-year migration (key-date migration), fill the columns for current year acquisition and production costs and posted depreciation as well, if applicable.
6. If the asset was acquired during the current year, fill the columns for current year asset movements only. Leave the columns for the cumulated historical values empty.
7. If the asset was acquired during the current year, fill the columns for current year acquisition and production costs and posted depreciation only. Leave the columns for the cumulate historical values empty.
8. If the asset is a sub-asset, enter the master asset ID in the  Master Inventory ID  field. Note that the master asset ID must be lower than the ID of the sub-asset and it must precede the sub-asset ID in the migration template.

For the Usage of extended migration template for the fixed asset, Please check the document : Migration of Fixed asset - Using Extended template

I hope this document will help you with the fixed asset migration process.

Best of Luck.

Regards,

Harshal Vakil

Hello All,

With this I would like to walk you through the fixed asset migration process using Extended fixed asset migration template. This is continuation of the document

Migration of Fixed asset - Using Default Migration template

Where usage of different templates and when to use extended template.

Prerequisites : (Extended Fixed asset migration template) :

Migration at the end of a fiscal year  (for example, December 31, 2010)

The transfer date can be the end of the last closed fiscal year. Proceed as follows for asset accounting:

• For migration after closing financial statements, extract only cumulated values from the last year. The cumulated values will be posted with the migration date as valuation date.
• Remove all master records that are not active.
• Assets under construction: create a separate fixed asset account (general ledger account) in the legacy system and create a transfer posting from the asset master record to this account.
• Down payments for assets under construction: create a separate fixed asset account (general ledger account) in the legacy system and create a transfer posting from the asset master record to this account.

Migration during a fiscal year  (for example, August 31, 2010)

The transfer date is in the fiscal year that follows the last closed fiscal year (transfer during the fiscal year). For mid-year migration, all of the business transactions in the legacy system are processed up to the cut-off date.Proceed as follows in asset accounting:

• Extract the cumulated values from the previous year and the transactions from the current fiscal year (up to the cut-off date). The cumulated asset values (such as acquisitions, retirements, transfer postings, depreciation) from the last closed fiscal year and all transactions (such as such as acquisitions, retirements, transfer postings, depreciation) from the current fiscal year will be transferred.
• To migrate the asset total values, open all posting periods of the current fiscal year. The current fiscal year is the year of data-transfer-date. Cumulated historical values will be posted with the first day of current fiscal year as valuation date. Current-year postings will be posted with the data-transfer-date as posting date.
• Remove all master records that are not active.
• Post all depreciation from the current fiscal year up to and including the cut-off date in your legacy system (if your legacy system allows this).
• Assets under construction: create a separate fixed asset account (general ledger account) in the legacy system and create a transfer posting from the asset master record to this account.
• Down payments for assets under construction: create a separate fixed asset account (general ledger account) in the legacy system and create a transfer posting from the asset master record to this account.

Note the following information when filling the migration template:

To create a valid source file, enter your legacy data in the  extended  migration template for fixed assets. You can download the migration template using the Prepare for Data Migration  activity in the  Prepare  phase, or using the Perform Data Extraction  activity in the  Fine-Tune  phase of the  Activity List.

If you use extension fields in the work center views that are associated with this migration object, make sure that all extensions fields have been implemented  before you download the migration template. Otherwise, the extensions fields will not be available int the migration template.

1. Fill one migration template for each company (migration unit) you migrate : For each company, a complete set of accounting data is migrated as a unit. Therefore, you need one source file per migration object and per company.
2. Enter each fixed asset that you want to migrate on the  Master Data  sheet : Enter the organizational assignment on this sheet as well. If profit center reporting for the company is active, enter a profit center or a cost center. If a cost center is entered, the program will derive the corresponding profit center from the cost center. This applies as well for segments, if segment reporting is active in the company.
3. If the asset is a sub-asset, enter the master asset ID in the  Master Inventory ID  field. Note that the master asset ID must be lower than the ID of the sub-asset and it must precede the sub-asset ID in the migration template.
4. Enter the acquisition date and capitalization date of the asset on the  Set of Books  sheet for every set of books separately. If the asset is handled as a low-value asset in the set of books, enter  X  in the  Low Value Asset  column.
5. Enter the asset valuation parameters for every valuation view separately on the  Asset Valuation sheet.
6. Enter all asset movements for every valuation view separately on the  Asset Posting Lines  sheet.
7. Enter acquisitions as positive amounts and depreciations as negative amounts in the migration template.

Enter the following details, depending on when you migrate:

Migration at the end of a fiscal year  (for example, December 31, 2010)

• Historical cumulated acquisition :
  • Transaction Type: Migration of Accumulated Values (Last Period Previous Year)
  • Line Item Type: Historical Cost
  • Posting Date and Valuation Date: last day of fiscal year (December 31, 2010)
• Historical cumulated depreciation
  • Transaction Type: Migration of Accumulated Values (Last Period Previous Year)
  • Line Item Type: Accumulated Depreciation
  • Posting Date and Valuation Date: last day of fiscal year (December 31, 2010)

Migration during a fiscal year  (for example, August 31, 2010)

• Historical cumulated acquisition
  • Transaction Type: Migration of Accumulated Values (Current Year)
  • Line Item Type: Historical Cost
  • Posting Date and Valuation Date: first day of current fiscal year (January 01, 2010)
• Historical cumulated depreciation
  • Transaction Type: Migration of Accumulated Values (Current Year)
  • Line Item Type: Accumulated Depreciation
  • Posting Date and Valuation Date: first day of current fiscal year (January 01, 2010)
• Acquisition during current fiscal year
  • Transaction Type: Acquisition
  • Line Item Type: Historical Costs: Current Year
  • Posting Date and Valuation Date: acquisition date
• Sum of depreciations during current fiscal year
  • Transaction Type: Periodic Depreciation
  • Line Item Type: Periodic Regular Depreciation
  • Posting Date and Valuation Date: migration date (August 31, 2010)

I hope this document will help you with the fixed asset migration process.

Best of Luck.

Regards,

Harshal Vakil

Hello,

This document will show some of the common issues regarding the SAP Excel Add-in, most of them are related to system configurations, and this document will help you to solve major of the missing configurations.

SAP Excel Add-in is supported under the following Windows version:

Windows XP 32 bit (Microsoft does not support XP anymore)

Window Vista 32 or 64 bit

Window 7 32 or 64 bit

Window 8/8.132 or 64 bit

Prerequisites:

• Microsoft Office 2007, Microsoft Office 2010 (32-Bit, or 64-Bit in FP4.0 is used) or Microsoft Office 2013
• Micrososft .Net Framework 4.0
• Microsoft Visual Studio 2010 Tools for Office Runtime

If you already have the application installed please check if you have the latest version of the application - and them compare with the version in Download Center in the system.

SAP Excel Add-in

Open Micrososft Excel -> SAP Excel Add-in Tab -> Help -> About

FAQ:

ER1 - "I've installed the Excel Add-in but my tab is missing"

Check the following:

- if you have installed the system requirements and have the system requirements

- Add-in was disabled incorrectly

1. Open Excel
2. Go to File
3. Options
4. Add-ins section
5. in Manage select COM Add-ins
6. Click in I
7. Check if SAP Add-in for Microsoft Excel entry is enabled, if not check the box and press OK
8. Restart Excel

-  Trust center settings not configured correctly

Note: Only applies to Excel 2010

1. In the application, click the Microsoft Office Button.
2. Click the Excel Options button.
3. In the categories pane, click Trust Center.
4. Select Trust Center Settings
5. Select Protected View
6. Only enable Enable Protected View for Outlook attachments and Enable Data Execution Prevention mode
7. Press OK and restart the application

Restart Excel and load the report from ByDesign again. The report will now display properly in Excel.

ER2 - "I've installed Excel Add-in and when I open a document from the system in Excel the following message is present: Starting SAP Business ByDesign report...make sure you have the SAP Business ByDesign add-in for Microsoft Excel installed"

- Check answer from response above.

"During installation I have the error an error below, like in the image"

- Re-install .Net Framework (do not use "repair") uninstall from Control Panel -> Programs and Features.

ER3 - "When importing data to the system you receive an "Error (500)......" Error message"

- This error most of the times is related to the content/data that was wrongly added in the Excel file, example: a wrong currency or ID - Please make sure that the data is correct in the Excel file before uploading.

ER4 - "I tried to log in the add-in, however, it keeps "thinking" forever, and does not log on, looks frozen"

- Please make sure that you did not added any URL or data in the "Proxy Setting"  (or wrong data there, if you use Proxy in your company) leave it blank as below in case you don't have any proxy in your company"

Hello,

In this document I would like to show, the common issues regarding the Output of documents, and try to help you to solve the most common issues regarding the topic:

ER1: In the output history when you check the Error of the document, you can see the error: "Upload of Mime Type xxxxx/xxxxx is not permitted"

- Make sure that MIME Type for PDF is allowed in the Business Configuration Activity: Allowed MIME Types for Document Upload.

ER2:: Document is sent to the wrong Print Queue.

1) Check your Output Rules in Application and User Management -> Output Channel Selection - for the particular document that you want - e.g. Customer Invoice.

2) Check if you didn't change the Print Queue in "Edit Output Settings" option inside the document (it is located in "You can Also" - > "Edit Output Settings" inside the document).

3) Check in the Account master data (In Communication -> Collaboration) if is any additional configuration setup.

ER3: The output form is in a different language from what you expect e.g. it is in Spanish

- Make sure that the account has the field Language as "English".

ER4: Document sent to a wrong email address.

1) Make sure that the customer contact master data is correctly - many issues are due to wrong master data in the system.

2) Check in "Edit Output Settings" if the email is correct (users can change it manually)

3) If you are in a test system, the emails can be triggered to a specific email account, please check at : Business Configuration -> Overview -> Search for activity "E-mail and Fax Settings" -> Section Non-Productive System........" (Notice - this is to avoid test documents to be sent to your Suppliers/Customers)

Q1 - I want to change the output from 1 particular document from Printer to Email (or vice-versa)

- You can do it via "Edit Output Settings" in the particular document itself

IMPORTANT: Always make sure you have the Language and Country for all forms in the system (for the countries that your company works with) , this avoid many output errors, due to missing forms combination e.g. Country US and Language English. - This can been checked in: Application and User Management -> Form Template Maintenance

If you are not sure which language the preview is getting: You can create a general form in: Application and User Management -> Form Template Maintenance , with No Country and the desired language.

Best Regards,
Gustavo Muñoz

The objective of this document is to show and discuss some more information regarding Extension Fields.

1 - What is the difference between Personalize and Adapt?

Personalize - applies only to the current User, and can be done by all users.

Adapt - applies to all users , and can be done only by Key Users.

You can only create Extension Fields using the Adapt function, as like stated before, it will be applied to all users.

2 - Why I cannot add an Extension Field to some screens?

Some screens are not enabled for using Extension FIelds, for example, Overview screens.

3 - Basic steps to add an Extension Field

Using Silverlight:

3.1 - On the screen you want to add the field, click on Adapt --> Enter Adaptation Mode

3.2 - Click on Adapt --> Edit Screen

3.3 - Go to section Extension Fields --> Click Add

3.4 - On the pop-up screen, you can select the Field Type, Default Value, Field Label (please notice that several fields can have the same label, they will only differ on the Technical Name), Tooltip (the label that will appear when hovering the mouse over).

3.5 - Also, you can define if this will be a Calculated Field, that will take two parameters (under Calculation Rule)

3.6 - If you select two values, but only one is showing (or none), please make sure the information is maintained, otherwise, it will not work.

Using HTML5 (for C4C / CFTE):

3.1 - On the screen you want to add the field, click on Adapt --> Edit Master Layout or Edit Page Layout

3.2 - Leave your Mouse pointer where you want to add the Field --> Click on the "+" button --> Add Fields

3.3 - Click the option for "New Field" --> Providing the field details, for example, Business Context, Label, Technical Name

3.4 - Also, you can define if this will be a Calculated Field, that will take two parameters (under Calculation Rule)

3.5 - If you select two values, but only one is showing (or none), please make sure the information is maintained, otherwise, it will not work.

3.6 - Define the Type and a Default Value for the field also.

3.7 - To be sure that a field is an Extension Field, on the same screen, there is a column called "Ext. Field" --> This will be marked with a green

tick mark

4 - Using the Further Usage on an Extension Field

4.1 - Form Templates -Just select the Form Template required and click on "Add Field and Edit"

4.2 - Data Sources and Reports - Select the required Data Source and click on Add Field, Remove Field or Repair

4.3 - Enterprise Search - please notice that depending on the place where the field was added, only some options will appear under Enterprise Search Category. Just select it and click Add Field or Remove Field

4.4 - Extension Scenarios - On top section, select the Scenario you need and click on Add Field. If you are not sure which is the scenario you need, the hint here is to add all scenarios, check if the field was extended and if yes, start to narrow down the correct one.

Also, please notice that, if the required scenario is not available to be chosen, probably it is not supported, and can only be achieved by a Partner Development.

4.5 - Services - select the required Service and click Add Field

4.6 - Additional Business Contexts - Other contexts where this field can be extended. If it not available here, probably the same can only be achieved by a Partner Development.

5 - How to make a field Mandatory?

Currently, the only way is via HTML5 interface (on C4C / C4TE) or via Partner Development. Please notice that List Fields are not available to be marked as Mandatory.

On Silverlight, Mandatory fields are not currently supported.

The blue asterisk will be only visible when Editing a document, not on Overview / Display mode.

You can also refer to document:

http://scn.sap.com/docs/DOC-63243 (credits to Felipe Fraga)

6 - What is the difference between Discard / Revert?

Discard - will remove all Unpublished changes that have been made to the screen.

Revert - will restore the Original screen, removing all Published and Unpublished adaptations provided by SAP or Partner.

7 - 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.

8 - 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

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

Central Printing by Dedicated User

In this scenario an specific user will receive all printing documents (in Home -> Manual Printing Tasks) and will be his/her responsibility to print these documents.

This scenario is also used together with the SAP Collaboration Window software, where the user installs in his machine you can assign a printer, then the SAP Collaboration Window will check for it's printing task and automatically print the jobs.***

It will remain in the Printing Queue as Pending, until it is deleted or printed.

Central Printing via the Print Manager 

In this scenario you should use together with the SAP Print Manager software (You can download it from Application and User Management Work center -> Download Center). The printing jobs will be sent to the Printing Queue from a Technical User, which you will created when selecting this scenario.

You will see in the Print Queue that the user assigned is the technical user (example. PRT_001) - then in the SAP Print Manager application, you will set up the user and the URL and also assign all your printers. The software is commonly used as central place for all printing tasks for example in a print server.

Printing by Document Owner

In this scenario, the user which created the document is the responsible for the printing tasks, example: if user A created a customer invoice, and user B releases it, the responsible for the printing tasks will be user A, the task will be seen in this Manual Print Tasks.

This scenario is also used together with the SAP Collaboration Window software, where the user installs in his machine you can assign a printer, then the SAP Collaboration Window will check for it's printing task and automatically print the jobs.***

*** - NOT MANDATORY TO USE THE SOFTWARE

Supported Devices:

Microsoft® Windows® Mobile 6.1
     Intermec® CK3 and CN3
     Motorola® MC9090, MC55 and MC70 Enterprise Digital Assistant

Microsoft® Windows® Mobile 6.5
     Motorola®MC9190G

1) Make sure that the following Microsoft components are installed (from Microsoft homepage):

- NET Compact Framework 3.5

- NETCFv35.Messages.EN.wm.cab

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

In order to re-install / upgrade the application:

1. Delete the folder \\Application Data\.data.ByD2Go on the device.

2. Re-boot the device (warm re-boot).

3. Install the corresponding installer as described in the next steps:

a. Download cab-file from Download Center view in the Application and User Management work center from ByDesign system. There select the ByDesign Mobile Execution for Intermec / ByDesign Mobile Execution for Motorola (depending on device) option, click Download and then save it to your computer.

b. Plug your device to your computer via USB. Copy the cab-file to your device. Open the file explorer on your device. Double-click on the cab-file to install the warehouse application.

c. Please make sure that the Internet connection is setup properly. Please note that SAP cannot support the customer in setting up the WLAN infrastructure.

d. Start the UI Player (you find it under “Start -> Mobile Execution“).
Configure system details in the UI Player logon screen (“Settings“). In the form https://myXXXXXX.sapbydesign.com. This is the same URL as you are using for your desktop system. Decide if you want to display the barcode field in each screen or not by checking the checkbox “Hide barcode”.

e. Enter user and password to logon and press Logon button. If the application is started the first time, all screens are downloaded to the device, this may take a while (“caching”), but helps to improve the performance during operative work with the device.
Enter the site and choose device type in the “Settings” menu. Check if the application was updated:

Start the application in your device.
Click Settings. On the top of this screen you can see the current version installed.

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

If after performing the above steps you face any issues, you can Report an incident, with the following information:

a. Detailed version information of your device. (Name & Version)

b. Detailed version information of your device.

c. Reproduce the steps till you receive the error message and send us the logs as in below path.
\\Application Data\.data.ByD2Go

d. Error message details.

We could see some of incident regarding printing issues with SAP Collaboration Window and SAP Print Manager that the cause is due to outdated application and computers without the requirements for the applications to run properly.

SAP Collaboration Window and SAP Print Manager Requirements:

Windows XP 32 bit (Microsoft does not support XP anymore)

Window Vista 32 or 64 bit

Window 7 32 or 64 bit

Window 8 32 or 64 bit

Additional Package which needs to be installed:

• Microsoft .NET Framework 4.0
• Visual C++ 2010 Redistributable
• Visual C++ 2008 Redistributable -Not Needed Anymore
• Microsoft Visual Basic Powerpacks 10.0

If you already have the application installed please check if you have the latest version of the application:

SAP Collaboration Window

Open SAP Collaboration Window -> Input your credentials -> Menu -> About

Then you can compare the version from your application with the version that we have in the Download Center in the system.

SAP Print Manager

Open SAP Print Manager -> Help -> About

Then you can compare the version from your application with the version that we have in the Download Center in the system.

Common Errors:

1 - "I cannot print any document what can I do?" (Print Manager and Collaboration Window)

Check the following:

- if you have installed the system requirements

- Check if the printer is assigned to the user/queue.

- Check if your printer support the printer language from your print queue.

--You can check this under Application and User Management Workcenter -> Print Queues -> Select the queue in use and edit. (you will see if it is PDF, PCL etc.)

- Check printer drivers***

- Check if you have any Output Rule in your system: Application and User Management Workcenter -> Output channel selection -> Select the desired business document (e.g Customer Invoice).

2 - "I can print but I can see only weird characters" (Print Manager and Collaboration Window)

Check the following:

- if you have installed the system requirements

- Check printer drivers***

- Check if your printer support the printer language from your print queue.

--You can check this under Application and User Management Workcenter -> Print Queues -> Select the queue in use and edit. (you will see if it is PDF, PCL** etc.)

3 - "The printer list is blank, I cannot select any to assign" (Print Manager Collaboration Window)

Check the following:

- Check if you are using latest version of  the application (check the version available in your Download Center)

- Make sure you have the system requirements specially:

• Microsoft Visual Basic Powerpacks 10.0

4 - "All system requirements are met, but I am still not able to print via Print Manager" (Print Manager)

Make sure during the Print Manager first initialization you set the "Service Agent" credentials right:

Domain - if used by your corporation/company

User - Your local Windows user

Password - the password from your Windows user.

** -  Most printers have dedicated PCL drivers, these drivers are extremely recommended to be installed

*** - Even if you can print outside the application e.g from Microsoft Office application, is recommended to update your driver provided by printer brand corporation, specially RICOH or LaserJet 5.

Thank you,

Gustavo Muñoz

Hello,

This document will show some of the common issues regarding the SAP Outlook and Lotus Notes Add-in, most of them are related to system configurations, and this document will help you to solve major of the missing configurations.

SAP Outlook Add-in is supported under the following Windows version:

Windows XP 32 bit (Microsoft does not support XP anymore)

Window Vista 32 or 64 bit

Window 7 32 or 64 bit

Window 8/8.132 or 64 bit

Prerequisites for Outlook Add-in:

• Microsoft Office 2007, Microsoft Office 2010 (32-Bit, or 64-Bit in FP4.0 is used) or Microsoft Office 2013
• Micrososft .Net Framework 4.0
• Microsoft Visual Studio 2010 Tools for Office Runtime

The SAP Outlook Add-in is us used with SAP ByDesign and SAP Cloud for Customer.

SAP Add-In for IBM Lotus Notes®

Prerequisites for IBM Lotus Notes Add-in Add-in:

• Lotus Notes 9
• Lotus Notes 8.5.x
• Same OSes from Outlook Add-in
  

The SAP Lotus Notes Add-in is us used witth SAP Cloud for Customer.

BOTH ADD-INS  ARE NOT SUPPORTED IN MAC

------------------- Common Errors Outlook Add-in ---------------------

ER1: You have the following error, when trying to log-in in the Add-in in Outlook

"The SAP CLoud for Customrt Add-In for Microsoft Outllok has not been set up yet. Please check the Business configuration setting"

- Make sure that you have scoped: "Integration with Local E-Mail Applications" in your system. (check below)

- Additionally check your Scoping if the necessary scoping elements are in scope.

1) Communication and Information Exchange -> Office and Desktop Integration -> Microsoft Office® Integration

2) Check Questions:

Communication and Information Exchange -> Office and Desktop Integration -> Integration with Local E-Mail Applications -> Check the "In Scope" if it is checked for question ->  You can synchronize data between your SAP cloud solution and your users' local e-mail application (Microsoft Outlook® or IBM Lotus Notes®).

(Click in the image to see it with higher quality)

ER2: You synchronized an email with the system, and it did not synchronized the attachment.

- Make sure that the MIME Type for that attachment is also allowed by the system - check in Business Configuration -> Overview -> Search for activity " Allowed MIME Types for Document Upload "

ER3: In Outlook 2013, the side bar is missing.

- Go to Add-ins Tab in Outlook -> selection the option SAP Cloud for Customer.

- in case the Add-Ins tab is missing in Outlook and instead of this another tab named SAP Mobile Document appears, then click on the SAP Mobile Document tab. Then select the option SAP Cloud for Customer.

- Check if the Add-in is disabled in Outlook: Go to File -> Options -> Add-ins -> Check if in the "Disabled Applications Add-ins"

if the SAP Outlook is in that section : in "Manage" Select COM Add-ins and click in GO -> Enable the SAPBusinessByDesignOutlookAdd-in

ER4: "Update failed; change state ID ***** differs from change state ID **** in DB"

- This occurs due to the following:

1) You have an appointment 123, and synch it to Outlook
2) Now, you make a change in C4C
3) Before it get synched to Outlook, you open the appointment in Outlook and tries to sync it
4) The addin sync every 5 min or whenever you send / receive in Outlook
5) Therefore, if you make any changes on C4C, you have to wait for the sync and then make the changes in Outlook, to sync back to C4C

This prevents the user from overwriting the changes in C4C

------------------- Common Errors Lotus Notes Add-in ---------------------

ER1:ou have the following error, when trying to log-in in the Louts Notes Add-in

- Make sure that you have scoped: "Integration with Local E-Mail Applications" in your system.

ER2: You synchronized an email with the system, and it did not synchronized the attachment.

- Make sure that the MIME Type for that attachment is also allowed by the system - check in Business Configuration -> Overview -> Search for activity " Allowed MIME Types for Document Upload "

------------------- Additional Information ---------------------

You can also, make question here, I will try to answer all your doubts regarding the Outlook/Lotus Notes issues here in the comment section.

Information needed before raising an incident or doing your question.

Please let us know :

- Outlook/Lotus Notes version

- Version of the Add-in Installed

- Log Files from the Applications (usually under Help -> About -> Save Support Information) -> Not necessary if you make your question here, in the comment section.

Best Regards,
Gustavo Muñoz

New Functions in Service Control Center Work Center has been implemented , now customer can request the system with a new simplified procedure , in order to make it even easy below are the type of the data source and the description.

Copy of Source System= This type of system is a replica of the production system that is in the list which includes everything (i.e master data and all the transaction data) from the existing production system.

Copy of Source System (Copy Solution Profile)= This type of system is the same replica of the existing production system, but provides an option to copy a different solution profile if there is any existing.

Initial System = This type of system is a fresh system without any data in it.

Initial System (Copy Solution Profile) = This type of system is a fresh system again but you again have a choice of choosing a solution profile;

Regards

Julio Almeida

Hello,

I've seen several people having doubts and receiving errors while closing implementation projects in Business Configuration.

The purpose of this document is to explain how this process works and when the user should close the project.

Overview

Actually closing a project is the final action after you successfully implemented the configurations that you have done in the project. Close can be seen as the final action at the end of the lifecycle. After closing a project it can't be changed anymore and exists only for reference purposes. It is also not displayed anymore in the default list of projects. Close is an activity in the Activity List of a project. You can find it in Go-Live tab of your project. All other activities have to be done, before Close can be executed.

If you have started a change project but you don't want to proceed with what you have already done, you cancel it. This means that you end it before you actually went through all the activities. Cancel is an action at the overview page of a change project.

To cancel the project, you just need to click on title of your implementation project and select the option under button action.

Closing the First/Initial Implementation Project

An implementation project can only be closed after the Go Live Activity is executed. There is sometimes confusion when looking at the Activity List's Go Live tab: it contains the Close activity together with three other activities and since the status of the Close activity is open even after Go Live, the Go Live tab shows 75% completion before Close can be executed. People sometimes think, that the Go Live is not complete, but actually just the number of activities in the Go Life tab of the Activity List is counted here.

So don't be confused: Close is never a precondition for Go Live, it always comes after that!

Closing Change Projects

Local Change projects in Production Tenant

Generally you can close a Change Project after all other activities are completed. In many cases this means, after you have merged it , but there can be situation in which Close is not yet possible because there are still activities open:

• Activate Solution Capabilities
• Data Migration or other activities that have to be done after the Merge

Activate Solution Capabilities

Depending on the business configuration changes that have been done in the change project, you might get an activity Activate Solution Capabilities after you have merged the project. You may have already completed this action before the Merge but it opens again.

This is a special activity that switches on the communication/integration capabilites of newly scoped components. Before they might be visible on the UI, but they are not sending messages. This is to allow creation of necessary data using the new UIs before actually the features are functional.

So, after merging a change project, check if the Activate Solution Capabilities activity is opened. Without closing it, you will not be able to close the project.

Data Migration and Other Activities

Beside Activate Solution Capabilities, the activities flagged as Repetition Required as Yes in activity list might be open after Merge.

They also have to be completed. You actually don't need to do something in those activities (only if you want), but you have to close them again after merge.

Change Projects in Test Tenants

After a remote change project is actually Merged back to the production tenant, the same rules apply to the Change Project in the production tenant as for local Change Projects (see above section).

The active project in the Test Tenant shows status Merged after the merge. This is the final state here. Just leave it in that status. Closing this is not possible and doesn't make sense here.

Hello all,

The purpose of this document is to provide detailed steps on how to upload Vertex L Series Tax Rate File into Business ByDesign.

Previously, until November 2014, customers used to report an incident to SAP in order to have the Vertex monthly tax rates uploaded in the system.

As of January 2015 SAP has stopped the manual upload of Vertex file and provided the functionality to upload Vertex Sales Tax L Series Tax Rate File directly from the ByD.

Overview

If you are a Vertex subscriber, you will receive a monthly mail which informs you about the availability of the new file for download. The file contains tax rates and other jurisdictional tax data which have to be uploaded into the business configuration of ByDesign application.

After logging in Vertex website https://my.vertexinc.com and downloading the monthly Sales Tax Rate File with 9 Digit ZIP Codes (L Series) you need to extract/unpack the downloaded file into a local folder, as shown below.

Note: STAXMST5 file is a sequential file and contains the tax rates and other jurisdictional tax data which have to be uploaded into the business configuration of the ByD application. Place the STAXMST5 file in the ByDesign WebDAV folder (the steps to place the file in the webdav folder can be found in the Help Center document – ‘File Input Quick Guide’).

Uploading the Vertex file into ByDesign

There are two types of file input runs: Simulation and Save. Simulation run is a trial run to ensure that the file contents are not erroneous. Save run ensures that the file content is uploaded into business configuration of the ByDesign system.

     Simulation run

1. Ensure that the right file from Vertex is placed in the WebDAV folder (use the folder ‘TaxRateUploadIn’ within ‘sap.com_xi_A1S_Global’ for Simulation run).
2. Logon to ByDesign system with a user with access to Application and User Management WorkCenter and File Input WorkCenter view.
3. Click New and create a file input run, enter Run ID and Run Description.
4. Select Tax Rate File Upload – Simulate Service Interface Code.
5. Click Actions and click Set to Active.
6. Schedule the run you created.
7. Once the execution completes check the Execution Details tab. Ensure that there are no errors.

     Save run

1. Ensure that the right file from Vertex is placed in the WebDAV folder (use the folder ‘TaxRateUploadIn’ within ‘sap.com_xi_A1S_Global’ for Simulation run).
2. Logon to ByDesign system with a user withaccess toApplication and User Management WorkCenter and File Input  WorkCenter view.
3. Click New and create a file input run, enter Run ID and Run Description.
4. Select Tax Rate File Upload – Save Service Interface Code.
5. Click Actions and click Set to Active.
6. Schedule the run you created.
7. Once the execution completes check the Execution Details tab. Ensure that there are no errors.

Successful run implies that the contents of the Vertex L series file have been successfully uploaded into the ByDesign system.

Best Regards,

Albert Pilger

Please add the element SAP Business in Focus Mobile App to your scoping by following these steps:

1. Go to the Business Configuration work center
2. Go to the Project Scope view
3. Proceed to Questions and expand Built-in Services and Support > System Management > Analytics
4. Select SAP Business in Focus Mobile App

Once scoped the two mentioned views get controlled via

Application and User Management > User and Access Management > Business Users > Edit > Access Rights > Available Work Centers and Views > ANA_BUSINESSANALYTICS ANA_KUA_KPI_OWL_WOC_VIEW (Design KPI) ANA_KUA_ADB_WOC_VIEW (Design Dashboards)

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
8. How to activate the Design KPI and Design Dashboards view in the Business Analytics work center

Change Projects and its Purpose:

The sole purpose of a change project is to make configuration changes to the solution once the First Implementation project is completed, meaning the system has gone live. These changes can be made by adding/modifying Business Configuration activities.

Change Immediately:

For certain activities that are enabled for Immediate Change, the modification or inclusion can be done on the go, in the production environment itself. Activities enabled for immediate change will be marked Yes under the Immediate Change Possible field in the activity list and can be changed through the button Change Immediately. However, for the rest of the activities, change is possible only through a change project.

When to create a Change Project?

A Change Project will be needed in a case where the user requires to make changes or add activities that are not marked for Immediate Change Possible, in a system that has gone live.

How to create a Change Project?

A change project can be created through the New button in the Implementation Projects view of Business Configuration work center. The prerequisites would be that the First Implementation project is completed[Status: Live or Closed], meaning the production system has gone live. Also note that, the New button will be disabled[greyed out] if the First Implementation project is still ongoing[statuses: In Preparation or Started or Tested].

Types of Change Project:

There can be two possibilities for implementing a change project:

1. Change Project without a test system.
   
   In this case, the necessary scoping and fine-tuning changes can be made in the production system itself. This is advisable in a situation where there are minor changes being made and there is no need for testing scenarios to check the behaviour of the change.
2. Change Project with test system.
   
   The concept of requesting a test system for individual Change Projects does not exist, any more. The Request System button will take the user to the Systems views of the Service Control Center work center to create a new system.
   If you do not have a test system already, you can proceed with requesting the same. You could either use the option to Copy the Source System as is, or you could also copy only the solution profile you want into the new system.
   If you do have a test system already, the solution profile of the change project used can be copied into the test system using the Copy Solution Profile button in the Systems view. In the pop-up you can specify the Source Solution Profile ID by using the value help and searching the description with the name of the change project. You will have to also specify the Target System in this case.
   
   Once the necessary changes and testings are done with, the change project can be merged back to the production system using the 'Merge Changes with Production System' activity.
   
   Please Note: The customer will first be given an initial implementation test system. Once the scoping and test are confirmed, they must request the production tenant based on the solution profile of the test tenant.
   
   The following applies for change projects with/without a test system:
   
   During the implementation of a change project if the user decide to scrap a change project he could he either delete or cancel the change project. A project in status In Preparation can be deleted, but for a project in status Started or beyond, the only option is to cancel the project.
   To know how to cancel or deleted a change project help documents titled Cancel A Change Project and Delete a Change project can be referred.
   
   The following are the different status changes that can be observed for the projects:
   Initial status of the implementation project is In Preparation.
   Confirming the milestone Scoping Completed changes the status of the project to Started.
   Confirming the milestone Test Completed changes the status of the project to Tested.
   Closing the activity Merge Changes with Production System changes the status of the project to Merged.
   Closing the activity Activate Solution Capabilities changes the status of the project to Activated.
   Confirming the milestone Go Live changes the status of the project to Completed.
   Confirming the milestone Close Project changes the status of the project to Closed.

Repetition Required: