week 2: migration, input, and output unit 1: migration
TRANSCRIPT
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Migration walkthrough – the process
Overview
Unit 2: Migration Overview
Unit 3: Migration Tips and Tricks
Week 2Unit 4: Financial Migration and Reconciliation
Unit 5: Output Management
Unit 6: Web Services
Unit 1: Migration Walkthrough – The Process
Unit 7: Mass Changes, Input, Extraction
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Migration walkthrough – the process
Process flow
Complete Template
Download fileFill with
legacy data
Validate FileMandatory
fieldsCorrect data
types
Convert Values
Map legacy system to new
systemConvert codes
Convert common
system data
Simulate Import
Trial runTime to resolve
errors
Execute Import
Migrate the data
4PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Migration walkthrough – the process
Demo
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
www.sap.com/contactsap
Follow all of SAP
2PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Migration overview
Overview
Unit 2: Migration Overview
Unit 3: Migration Tips and Tricks
Week 2Unit 4: Financial Migration and Reconciliation
Unit 5: Output Management
Unit 6: Web Services
Unit 1: Migration Walkthrough – The Process
Unit 7: Mass change, Input, Extraction
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Migration overview
Migration motivation
Legacy System
▪ Master data
▪ Historical transaction data
▪ Data of operational importance
Data Migration
▪ Extract
▪ Cleanse
▪ Transform
ByDesign
▪ Start clean
▪ Lose nothing
▪ Maintain business continuity
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Migration overview
Migration stream
Schedule
Cleanse
Extract Data
Populate Migration
Templates
Test Migration Verify Cutover Migration
Prepare Fine-TuneIntegrate and
ExtendTest Go Live
1
2
3
4
5 6 7
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Migration overview
Demo: Data migration scope and planning
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
www.sap.com/contactsap
Follow all of SAP
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Migration tips and tricks
Overview
Unit 2: Migration Overview
Unit 3: Migration Tips and Tricks
Week 2Unit 4: Financial Migration and Reconciliation
Unit 5: Output Management
Unit 6: Web Services
Unit 1: Migration Walkthrough – The Process
Unit 7: Mass Changes, Input, Extraction
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Migration tips and tricks
Useful features
Value conversion
▪ Import and export value conversion
▪ Save duplication of work between test and production
Download finished files
▪ Reuse verified test files in another system
Adjust settings for
parallel processing
▪ Reduce time taken
▪ Optimize number of processes for your needs
Delta file creation
▪ Erroneous records create a delta file directly
4PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Migration tips and tricks
Demo
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
www.sap.com/contactsap
Follow all of SAP
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Financial migration and reconciliation
Overview
Unit 3: Migration Tips and Tricks
Week 2Unit 4: Financial Migration and Reconciliation
Unit 5: Output Management
Unit 6: Web Services
Unit 7: Mass Changes, Input, Extraction
Unit 1: Migration Walkthrough – The Process
Unit 2: Migration Overview
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Financial migration and reconciliation
General recommendation
Migration date
be trainedbe prepared make it easy
Reduced risk
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Financial migration and reconciliation
Company-specific migration
Corporate Group
Company 1
Company 2
Company …
SAPBusinessByDesign
Migration
Unit 1
Migration
Unit 2
Migration
Unit …
Source Data
Import 1
Source Data
Import 2
Source Data
Import …
Source Files for
Company 1
Source Files for
Company 2
Source Files for
Company …
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Migration Unit
Source file for …
Validate
File
Convert
Values
Simulate
Import
Verify Posting
Preview
Financial migration and reconciliation
Financial migration process
Source file for Account Balances migration object
Validate
File
Convert
Values
Simulate
Import
Verify Posting
Preview
Source file for Open Items Payable migration object
Validate
File
Convert
Values
Simulate
Import
Verify Posting
Preview
1 1 2 3
Process
Files
Cross-Check
Balances
Execute
Import
Process Files
a b c d
a b c d
a b c d
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Financial migration and reconciliation
Reconciliation
G/L account for
domestic payables
12,345.67
Migration cleaning
account for payables
12,345.67
12,345.67
G/L account for data
migration
(SAKOMIG)
12,345.67
Open items payable from
Open Items Payable source file:
12,345.67
Balances on G/L account domestic
payables from G/L Account
Balances source file: 12,345.67
x ✓
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Financial migration and reconciliation
Demo: Financial migration
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
www.sap.com/contactsap
Follow all of SAP
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Output management
Default process
▪ Default Process
− Process-integrated output. Sample trigger:
Release a customer invoice
− Default: document owner is responsible for output
− Home → “Manual Print Tasks”
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Output management
Default process
▪ Default Process
− Process-integrated output. Sample trigger:
Release a customer invoice
− Default: document owner is responsible for output
− Home → “Manual Print Tasks”
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▪ Print Queues
− Central printing vs
printing by document owner
▪ Output Channel Rules
− Multiple output settings
− Rules for specific business documents
− Sequence: specific rules at the top
Output management
Fulfilling business requirements
▪ Sample: Customer Invoice
− Print automatically on central printer
− Print internal copy on another central printer
− Deviations for proforma invoices (email) and
debit notes (do not send)
Requirement Solution
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Output management
System demo
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Output management
Prerequisite: Multiple output channels
Activate multiple output channels
▪ Business Configuration
→Edit Project Scope
→Step 4 – Questions
→ “Communication and Information Exchange”
→ “Business Process Management”
→ “Process-Integrated Input and Output Management”
→ “Group: Enabling Multichannel for Document Output”
▪ Choose multiple output channels
▪ If applicable, allow “Do not send” option
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▪ Print Queues
− Central printing vs
printing by document owner
▪ Output Channel Rules
− Multiple output settings
− Rules for specific business documents
− Sequence: specific rules at the top
Output management
Fulfilling business requirements
▪ Sample: Customer Invoice
− Print automatically on central printer
− Print internal copy on another central printer
− Deviations for specific business documents
− Customer-specific requirements:
Some customers want email instead of paper
− Exceptional overriding: copy of a current invoice
requested as email (watermarked as “Duplicate”)
Additional Requirements Solution
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Output management
System demo
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Output management
Fulfilling business requirements
Additional Requirements Solution
▪ Sample: Customer Invoice
− Print automatically on central printer
− Print internal copy on another central printer
− Deviations for specific business documents
− Customer-specific requirements
− Exceptional overriding
− Print the internal copy double-sided
− Store a copy of every invoice as a PDF file
in a local file directory
▪ Print Queues
− Central printing vs
printing by document owner
▪ Output Channel Rules
− Multiple output settings
− Rules for specific business documents
− Sequence: specific rules at the top
▪ Account-Specific Rules
− Master data → Collaboration settings
− Priority over general rules
▪ Manual Overriding
− You can also → Edit output settings
− See also: preview, output history
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Output management
Cloud Print Manager
▪ Download and install
− Work center “Home”
→ “Self-service overview”
→ “Install Additional Software”
− Central printing: install once in the network
− Printing by document owner: install on all relevant PCs
− Consider prioritizing central printing from end-user support point of view
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Output management
Start SAP Cloud Print Service
<Domain>\<windows user>
▪ Windows “Services” app
− Windows Start menu
− Search “Services” app
− “Sap Cloud Print Service for ByDesign”
− “Properties” → “Log On”:
Do not use “Local System account”!
Select “This account” and use windows credentials
− Tab “General”: “Start”/”Stop”(PC admin rights or a group policy
allowing to start/stop this single service)
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Output management
SAP Cloud Print Manager: setup
Create a new “Runtime System” entry with the
URL of your SAP Business ByDesign system
▪ Setup for central printing
Use the technical user from queue definition in
SAP Business ByDesign (e.g. PRT_001)
▪ Setup for document owner
Use your business user.
Check “Business User” checkbox!
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Output management
SAP Cloud Print Manager: setup
Create a new “Runtime System” entry with the
URL of your SAP Business ByDesign system
▪ Setup for central printing
Use the technical user from queue definition in
SAP Business ByDesign (e.g. PRT_001)
▪ Setup for document owner
Use your business user.
Check “Business User” checkbox!
As a result, the print queues
assigned to this user will be
shown.
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Output management
SAP Cloud Print Manager: output options
Define output options for print queues
▪ Send to Printer
− Assign local printer
− Checkbox
− Open “PDF Settings”
• Select printer tray
• Duplex mode
• Fit paper size
▪ Save to File
− Assign file storage directory
− Checkbox “Save to File”
Tray,
duplex,
size
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Output management
Fulfilling business requirements
Additional Requirements Solution
▪ Print Queues
− Central printing vs
printing by document owner
▪ Output Channel Rules
− Multiple output settings
− Rules for specific business documents
− Sequence: specific rules at the top
▪ Account-Specific Rules
− Master data → Collaboration settings
▪ Manual Overriding
▪ Cloud Print Manger
− Connect queue to printer
− Use PDF settings (e.g. duplex mode)
− Write PDF to directory
▪ Sample: Customer Invoice
− Print automatically on central printer
− Print internal copy on another central printer
− Deviations for specific business documents
− Customer-specific requirements
− Exceptional overriding
− Print the internal copy double-sided
− Store a copy of every invoice as a PDF file
in a local file directory
16PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
▪ Print Queues
− Central printing vs
printing by document owner
▪ Output Channel Rules
− Multiple output settings
− Rules for specific business documents
− Sequence: specific rules at the top
− Prerequisite: Activate multiple output
channel functionality in BC scope
▪ Account-Specific Rules
− Master data → Collaboration settings
− Priority over output channel rules
Output management
Summary
▪ Manual Overriding
− You can also → Edit output settings
▪ Cloud Print Manger
− Install, activate service in services app
− Settings for central printing
− Settings for document owner
− Assign queues to network printer
− Use PDF settings (e.g. duplex mode)
− Write PDF to directory
17PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Output management
SAP Cloud Print Manager – additional information
SAP Cloud Print Manager Quick Guidehttps://help.sap.com/viewer/7c182c462ec043cba338a30b952068c7/
2102/en-US/dd9f08947da34c599daf707db4a5608b.html
Blog post: CPM installation step by stephttps://blogs.sap.com/2017/08/07/cloud-print-manager-installation-
and-configuration/
SAP Guided Answershttps://ga.support.sap.com/dtp/viewer/#/tree/2603/actions/36088
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
www.sap.com/contactsap
Follow all of SAP
2PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Web services
Overview
SOAP Web Services
▪ Service explorer
▪ SAP API Business Hub
▪ SOAP payload
REST/OData Services
▪ OData editor
▪ OData for reports/KPIs/data sources
▪ System demo
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Data & Process Integration
▪ Create or update business object data, e.g.
– Master data replication
– Mass change
– Continue a business process in
SAP Business ByDesign that started in a
remote system, e.g. create sales orders
▪ Let an event in SAP Business ByDesign
trigger a business process task in a remote
system
▪ Develop e.g. an external app that interacts
with SAP Business ByDesign data
Analytical Integration
▪ Remote consumption of data from
SAP Business ByDesign
– Report results and KPIs (i.e. pre-
processed analytical data)
– Data sources (analytical raw data)
Web services
Typical use cases
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Web services
SOAP Web services
SOAP Web Service APIs
▪ Approx. 200 APIs/ approx. 100 business objects
▪ Query / create / update
▪ Actions (e.g. Release Outbound Delivery)
Service Explorer
▪ Work center “Application and User Management”
→ view “Service Explorer”
▪ All SOAP Web services
▪ Detailed documentation with field information
and sample XML payload messages
▪ Download structure definition of API (WSDL file)
Remarks
▪ SAP Cloud Applications Studio: wizard to create
additional SOAP APIs for standard and custom
business objects
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SAP Business ByDesign in SAP API Business Hub
▪ https://api.sap.com/package/BYD/soap
▪ All SOAP APIs incl. links to WSDL file
▪ General documentation on how to use SOAP Web services in
SAP Business ByDesign, e.g. action codes, sample code for
consumer side
Web services
SOAP Web services
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Web services
SOAP Web services – payload sample
<BasicMessageHeader/>
<Material actionCode="06"
descriptionListCompleteTransmissionIndicator="false">
<InternalID>P100101</InternalID>
<Description actionCode="01">
<Description languageCode="FR">Sample French Text</Description>
</Description>
</Material>
7PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Web services
SOAP Web services – payload sample
<BasicMessageHeader/>
<Material actionCode="06"
descriptionListCompleteTransmissionIndicator="false">
<InternalID>P100101</InternalID>
<Description actionCode="01">
<Description languageCode="FR">Sample French Text</Description>
</Description>
</Material>
actionCode
actionCode="01" Create (error message if already exists)
actionCode="02" Update (error message if doesn’t exist)
actionCode="04" Save (create or update as needed)
actionCode="06" No change on this node level
See
documentation
for details
8PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Web services
SOAP Web services – payload sample
ListCompleteTransmissionIndicator
descriptionListCompleteTransmissionIndicator=“true" Replace the descriptions in the system with this list
descriptionListCompleteTransmissionIndicator="false" Modify the descriptions in the system
See
documentation
for details
<BasicMessageHeader/>
<Material actionCode="06"
descriptionListCompleteTransmissionIndicator="false">
<InternalID>P100101</InternalID>
<Description actionCode="01">
<Description languageCode="FR">Sample French Text</Description>
</Description>
</Material>
9PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Web services
OData services
OData for Business Objects
“Application and User Management” → “OData Services”
→ Custom OData Services
▪ 337 standard business objects
▪ Custom business objects (SAP Cloud Applications Studio)
▪ Select nodes, fields, filter, and functions → Activate API
OData for Reports / KPIs / Data Sources
▪ “Business Analytics” → “Design Reports”
→ “Build OData Queries” → Specify fields and filter
▪ “Business Analytics” → “Design KPI” → “OData Service”
▪ “Business Analytics” → “Design Data Sources”
→ “Build OData Queries”
Automatic authorization control via user and assigned
work center views
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Web services
System demo: OData for KPIs
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Web services
Event subscription
Subscription for Event Notifications
“Application and User Management” → “Event Notification”
▪ Subscribe to specific business object data being created/updated/deleted
▪ The event triggers an OData call to a service in the specified remote system
12PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Web services
Preparation and monitoring
Preparation
Set up communication and user
▪ Communication system – who?
▪ Communication scenario – what?
▪ Communication arrangement – how?
→ See file with detailed descriptions
as additional info to this unit.
Monitoring
Monitoring views in work center “Application and User
Management”
▪ Business Communication Monitoring
▪ Web Service Message Monitoring
▪ Event Notification Monitoring
Status, error log, payload view
13PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Web services
Where to go from here
Suggestions for next steps
▪ OData Example: Create and Update Product Data,
step-by-step description and video (Murthy V, SAP)
https://blogs.sap.com/2019/02/28/odata-example-create-and-
update-product-data-in-byd/.
▪ SOAP: Create ByD Sales Orders using Web Services
https://blogs.sap.com/2017/08/10/create-byd-sales-orders-using-
web-services/ (Knut Heusermann, SAP)
▪ Samples covering end-to-end business scenarios
https://blogs.sap.com/2019/02/27/sap-business-bydesign-api-
usage-samples/ with link to GitHub for Postman© collections
▪ Get an overview on all available
APIs and when to use what
(Knut Heusermann, SAP)
https://blogs.sap.com/2019/09/26/
sap-business-bydesign-an-api-
overview/
Hands-on: follow the blog posts and videos
published in the SAP Business ByDesign community
Use available resources
Suggestions for first steps with Web
services
▪ Questions? Ask the community!
https://www.sap.com/community/topics/bu
siness-bydesign.html
→ Go to section “Integrate and Extend...”
▪ Sample demos published by
SAP Business ByDesign partners
on YouTube and other platforms
▪ Use SAP Help Portal
https://help.sap.com/viewer/product/SAP_
BUSINESS_BYDESIGN/
→ Go to tab “Integrate” → “Web Service
APIs”
▪ Tip: The search in the Help Center within
SAP Business ByDesign combines both
documentation and community blog posts!
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
www.sap.com/contactsap
Follow all of SAP
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Mass change, input, extraction
Overview
▪ Mass change/create data
− “Mass Data Maintenance” work center
− Application-specific mass change UIs
− based on SAP Add-In for Microsoft Excel
− based on file input to WebDAV folder
▪ Data extraction
3PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Mass change, input, extraction
Mass change #1: mass data maintenance
▪ “Mass Data Maintenance” work center
− Export data to local file (.csv)
− Modify in spreadsheet
− Reimport from local file
▪ Business objects
− Customer
− Supplier
− Material
4PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Mass change, input, extraction
System demo: mass data maintenance
5PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Mass change, input, extraction
Mass change #2: application-specific mass change UIs
▪ Mass change capabilities in
application work centers
▪ Focus on frequent use cases
▪ Sample:
“Product Data” → “Services”
6PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Mass change, input, extraction
Mass change #3: via SAP Add-In for Microsoft Excel
▪ Based on SAP Add-In for Microsoft Excel
▪ Sample “Contacts”:
− “New from Microsoft Excel”:
generates an empty spreadsheet template (.xlsx)
− “Save data to”:
uploads the spreadsheet data
to SAP Business ByDesign
▪ Create/update
▪ Some objects allow overwriting (e.g. contacts)
Download from Home → Self-Services
Overview → Install Additional Software
7PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
Offering
▪ Work center “Application and User Management” →
“File Input” using WebDAV folders
▪ Process
− Mount WebDAV folder to local network
− Schedule (recurring) job to process files that are being
loaded into this folder
▪ Templates
− Used e.g. for some country-specific tax lists
− Custom BOs: file structure can be defined in PDI wizard
Mass change, input, extraction
File input
8PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
▪ Extraction of master data and transactional data into
local files
− Work center “Application and User Management”
→ “Data Extraction”
− Prerequisite: Functionality activated in business
configuration settings: Questions for “Built-in Services and
Support” → “Business Configuration” → “Data Migration”
− Package size: create a new file after every
e.g. 5,000 records.
− Code list fields: description (“France”) or code (“FR”)
− “Activate and Run” (batch process)
− Refresh until status “Finished”
Mass change, input, extraction
Data extraction
9PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
▪ Extraction of master data and transactional data into
local files
− Work center “Application and User Management”
→ “Data Extraction”
− Prerequisite: Functionality activated in business
configuration settings: Questions for “Built-in Services and
Support” → “Business Configuration” → “Data Migration”
− Package size: create a new file after every
e.g. 5,000 records.
− Code list fields: description (“France”) or code (“FR”)
− “Activate and Run” (batch process)
− Refresh until status “Finished”
▪ Extracted files
− File format: Excel XML spreadsheet
(in compressed .zip file)
− Identical with SAP Business ByDesign migration templates
Mass change, input, extraction
Data extraction
10PUBLIC© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ
ENTITLEMENTS
ENT_VALUATION
Entitlements
Entitlement Valuations
FLEX_DISCOUNT_LIST
FLEX_FREIGHTS
FLEX_SURCHARGES
Discount Lists
Freights
Surcharges
Mass change, input, extraction
Data extraction – object coverage
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
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The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
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These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
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The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
www.sap.com/contactsap
Follow all of SAP