for DiIntegrator Release 11

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DiCentral Corporation

SAP B1 Integration Solution

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Copyright and Legal Disclaimers

All rights reserved. This document and all content that is contained, embedded and linked to this document, and that is written by DiCentral Corporation, or its partners or affiliates is copyright and bound by all copyright laws.

This document is the property of DiCentral Corporation and/or its affiliates and contains public information about proprietary products and/or services. All information contained herein is the property and exclusive copyright of DiCentral Corporation. No information within this document, nor information about the products or services described in this document, may be distributed or copied without the expressed written consent of DiCentral Corporation.

For further information, contact DiCentral Corporation.

Address: 1199 NASA Parkway, Houston, TX 77058

Phone: +1.281.480.1121 or +1.713.559.0580

Fax: +1.281.480.1181

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1. Getting Started

Welcome to the DiIntegrator R11/SAP B1 Integration Solution.

Solution Objectives:

 Export Purchase Orders from DiIntegrator to SAP B1.  Import SAP B1 Deliveries to DiIntegrator.

 Import SAP B1 Invoices to DiIntegrator.

Business Value:

 Eliminate manual Sales Order data entry.  Process large-scale Invoices and Sales Orders.

 Allow user to create backorder in SAP B1 while generating the corresponding ASN and Invoice with accurate details and guaranteeing EDI compliance of outbound documents.

System Architecture:

 DiIntegrator R11  SAP B1

2. Exporting Purchase Orders to SAP B1

1. Open the preferred vendor hub.

2. In the PROCESS AGENTS pane, click Purchase Order.

3. In the right pane, select the desired purchase order(s) to be exported.

4. Perfect and Check item (full description can be found in DiIntegrator R11 user guide)

5. Click the [SAP] Export PO button on the toolbar.

6. In the Connect to SAP stage:

a. In the User Code and Password boxes, type the username and password to get connected with SAP.

b. Click the OK button. To change the company:

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5 The Choose company dialog is displayed.

b. Select the company name from the Company dropdown list.

c. Type the username and password in the Operator Username and Operator Password boxes to access the company’s database.

d. If applicable, click Change Server to exit the current connection and establish a new connection with another server.

e. Select the desired company name in the Companies on Current Server table. f. Click the OK button.

To change the database connection: a. Click the Change Server button.

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b. Type the server name that contains the database in the Server box.

c. Select the Use Trusted Connection checkbox if you want to use the trusted connection to the database.

d. Ignore this step in case the Use Windows Authentication checkbox is selected. Type the username and password in the Login Id and Password boxes to login to the SAP database. e. Click the OK button

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a. Select the appropriate partner from the Customer Group dropdown list. b. Under Filter, select the desired filter type.

o Show Unsynchronized Items Only: displays the stores that have not been synchronized

with any business partner’s Ship-to-Location.

o Show all: displays all stores regardless if these stores have or have not been

synchronized.

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ii. In the Stores Setting dialog, choose the desired option. Then click the Save and Close buttons.

d. Match the store numbers in the DiIntegrator database to the equivalent stores in SAP (the

SAP[SHIP TO NAME] column).

DiIntegrator automatically performs the matches. Empty cells in the SAP [SHIP TO NAME] column mean that DiIntegrator failed to match; the user can choose the appropriate SAP

store manually from the dropdown list in the cell at the intersection of the SAP[SHIP TO

NAME] column and the row that corresponds to the DiIntegrator store number.

e. In the Mark column, select the checkboxes in the select column corresponding to the right matches.

f. Click the Match button to save the store setting. g. Click the Next button.

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9 o Manual Match:

a. Select the appropriate SAP item number from the dropdown list in the SAP[ITEM] column and site from the dropdown list in the SAP[SITE ID] column corresponding to each group of DiIntegrator item codes in the PRODUCTCODES column.

b. In the Mark column, select the checkboxes corresponding to the desired items. c. Click the Match button.

d. Click the Next button.

o Auto-match with a mapping table: if the DiIntegrator item codes are different from the SAP item codes, you need to provide a mapping table so as to carry out the feature.

a. Prepare an Excel worksheet with two columns: one for DiIntegrator item codes and the other for SAP item codes.

b. Click the Auto-Match Setting button. c. In the Match Item Setting dialog:

i. Select ‘SAP Item Code’ from the Choose dropdown list. ii. Select the DII Item Code is from Excel file option.

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iv. In the DII Item Code at Column box, type the column number that contains DiIntegrator item codes.

v. In the SAP Item Code at Column box, type the column number that contains SAP item codes.

vi. Click the OK button.

d. In the Automatch by dropdown list, select the desired product qualifier. e. Click the Start button.

The SAP[ITEM] column is automatically filled.

f. In the Mark column, select the checkboxes corresponding to the desired items. g. Click the Match button.

h. Click the Next button. 9. In the Export POs stage:

a. Select the appropriate export options. b. Click the Export button.

To view purchase orders imported from SAP B1 1. Open the preferred vendor hub.

2. Click Purchase Order in the PROCESS AGENTS pane. 3. In the Filter panel:

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b. Select ‘ERPEXPORTED’ from the Value dropdown list. c. Click the Go button.

3. Importing Deliveries from SAP B1

2. In the PROCESS AGENTS pane, click Purchase Order. 3. Click the [SAP] Import Delivery button on the toolbar.

The SAP Integration wizard appears.

4. In the Connect SAP Database Server stage :

a. Type the server name that contains the database in the Server box.

b. Select the Use Trusted Connection checkbox if you want to use the trusted connection to the database.

c. Ignore this step in case the Use Windows Authentication checkbox is selected. Type the username and password in the Login ID and Password boxes to login to the SAP database. d. Click the OK button.

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a. Select the company name from the Company dropdown list.

b. Type the username and password in the Operator Username and Operator Password boxes to access the company’s database.

c. Select the desired company name in the Companies on Current Server table. d. Click the OK button.

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a. Select the appropriate trading partner from the SAP Business Partner dropdown list. b. Under the Filter:

i. In the Document Status dropdown list, select the status of the deliveries you want to import.

o

‘Open’: deliveries are in Open status

o

‘Close’: deliveries are in Close status

o

‘All’: all deliveries regardless of their status

ii. In the Importing Status dropdown list, select the importing status of deliveries you want to import.

o ‘New’: deliveries which have not been imported.

o ‘Imported’: deliveries which have been imported already. iii. Click the Show button to preview a list of imported deliveries. c. Set parameters for the import:

i. Click the Delivery Setting button.

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iii. Choose the field name in DiIntegrator equivalent to each field in SAP (Shipping Type,

Batch Number, … or Indicator):

 Click the corresponding button and then select the appropriate.

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iv. Once the settings has been completed, click the Save button. d. Click the Delivery Setting button.

e. In the Invoice table, deselect the checkboxes in the Mark column corresponding to the deliveries you do not want to import.

f. Click the Import button.

To view Sub-Orders imported from SAP B1 1. Open the preferred vendor hub.

2. Click Purchase Order in the PROCESS AGENTS pane. 3. In the Filter panel,

a. Select ‘STATUS’ from the Filter by dropdown list. b. Select ‘SUBORDER’ from the Value dropdown list. c. Click the Go button.

4. Importing Invoices from SAP B1

2. Click Invoice in the PROCESS AGENTS pane.

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16 4. In the Connect to SAP stage:

c. In the User Code and Password boxes, type the username and password to get connected with SAP.

a. Click the OK button. To change the company:

a. Do not click the OK button. Instead click the Change Company button.

The Choose company dialog is displayed.

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c. Type the username and password in the Operator Username and Operator Password boxes to access the company’s database.

d. If applicable, click Change Server to exit the current connection and establish a new connection with another server.

e. Select the desired company name in the Companies on Current Server table. f. Click the OK button.

To change the database connection: a. Click the Change Server button.

The Server Configuration is displayed.

b. Type the server name that contains the database in the Server box.

c. Select the Use Trusted Connection checkbox if you want to use the trusted connection to the database.

d. Ignore this step in case the Use Windows Authentication checkbox is selected. Type the username and password in the Login Id and Password boxes to login to the SAP database. e. Click the OK button

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18 a. Under Filter:

i. In the Invoice Number From and To box, type a range of the invoice numbers you want to import.

ii. In the Importing Status dropdown list, select the importing status of invoices you want to import.

iii. Click the Show button to preview a list of imported invoices.

b. In the Mark column of the Invoice table, select the checkboxes in the Select column corresponding to the invoices you do not want to import.

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19 d. Click the Import button.

To view Invoices imported from SAP B1 1. Open the preferred vendor hub.