How to Optimize Business Processes with Workflow in SAP B1

How to Optimize Business Processes with Workflow in SAP B1 Philippe BERNARD/Local Product Expert Ecosystem & Channels readiness May 26-28, 2015

Customer

SAP Business One Innovation summit - Barcelona ©  2015 SAP SE or an SAP affiliate company. All rights reserved.

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Agenda

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Activate the Workflow Service for the Company

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Manage Configuration Log File Settings

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Design the Workflow Template

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Import and Activate the Workflow Template in SAP Business One

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Execute the Workflow

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Activate Workflow Service for the Company

Activate Workflow for Company

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Services Necessary for Workflow

Name :SBO_WorkflowDataAccess.exe

Name :B1_Workflow_Service.exe Depends on SAP Business One Workflow Data Access

!!! If you create new UDF,UDT or UDO services should be restarted ©  2015 SAP SE or an SAP affiliate company. All rights reserved.

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Manage Configuration Settings

Configuration File of the Workflow Service C:\Program Files (x86)\SAP\SAP Business One ServerTools\Workflow\b1-workflow-manager.xml

Frequency to evaluate conditional Start Event

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1 minute

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Manage Log File and Debug These settings in the configuration file affect the log information

Information

Error

Warning

Debug

0 : Don’t write in the file 1: Write in the log file

Name & Location of Log File Information are generated by instruction «print» in script

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Design the Workflow Template

SAP Business One Studio

To create a workflow you need SAP Business One Studio It is available in 32-bit and 64-bit versions. It is also possible to include it in Visual studio 2010 ©  2015 SAP SE or an SAP affiliate company. All rights reserved.

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Workflow for Replenishment of Warehouse 02 Each night we want to create a Stock Transfer Request to replenish Warehouse 2 from Warehouse 1. In the morning the manager of Warehouse 2 creates a stock transfer based on the Stock Transfer Request

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Timer Start Event

Run at 3:10 am

First run on 2015/05/03 no end date

Run once a day

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Script Task

Script Task are always assigned to user «Workflow»

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Script Task - Javascript

Code will be explained in detail in some slides.

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User Task

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Customized Data Object

This object is mainly used to store variables. These variables will be read, written or updated by script task or user

Initial Value Type of variable

Name of variable

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SAP Business One Data Object These objects represent object of SAP Business One. These objects are used as input or output object of tasks.

Activities Bill of Exchange Business Partner Sales Marketing Documents Deposits Dunning Terms Incoming Payments Inventory Entry Inventory Exit Inventory Transfer Request

Items Journal Entries Journal Vouchers Landed Cost Material revaluation Material Groups Production Orders Bill of Material Purchase Marketing Document Sales Forecast

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Sales Opportunities Service Calls Stock Transfer Users Outgoing Payments payment Wizard ...

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Exclusive Gateway

If condition is not true this branch is executed

If condition is true this branch is executed ©  2015 SAP SE or an SAP affiliate company. All rights reserved.

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Some Recommendations for Javascript

Use debug (« print » instruction) Write your scripts step by step Consult file « SAP Business One Workflow API Reference.html » to know object, method and properties. Pay attention to variables type Pay attention to the case, don’t forget that Javascript is case sensitive !

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SAP Business One Workflow API Reference.html

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Color Code in the script To make the following script more understandable we apply the following color codes

Method

Standard Javascript

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Comment

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Script 1/4

// Create a variable of class RecordsetParams var param = company.getRecordsetParams(); // Define the query var query = "SELECT ItemCode, ( MinStock - (OnHand + OnOrder - IsCommited) ) AS \"Qty\" FROM OITW WHERE (WhsCode = \'02\') AND ((OnHand + OnOrder - IsCommited) < MinStock)"; //For debug purpose print("In the script task the SQL query is : " + query); param.setQuery(query); // Initialize a variable of class "Recordset" var recordset=company.getRecordset(); // Execute the query recordset.doQuery(param); …

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Script 2/4 var xnew = "Y"; // Loop to read all record while (recordset.read()) { Where can we find this value ? if (xnew == "Y") { // Create an object DIService var invtrfreqService = company.getBusinessService('1250000001'); // Create an Object of type "Inventory Transfer Request" var transferDoc = company.createDIObject('StockTransfer'); // Define Source Warehouse transferDoc.setFromWarehouse('01'); // Define Destination Warehouse From where these strings transferDoc.setToWarehouse('02'); are coming from ? // Write a comment in the field Remark transferDoc.setComments("Generated by the workflow"); // Create a Collection for Lines of Inventory Transfer Request var collLines = transferDoc.getStockTransferLines(); if (collLines == null) { collLines=company.createDIObject('StockTransferLines'); } xnew ="N"; } ©  2015 SAP SE or an SAP affiliate company. All rights reserved.

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Script 3/4 // Create a new Line in document var transferLine= company.createDIObject('StockTransferLine'); // Read first field of Query [ItemCode] var field0 = recordset.getField(0); var fieldValue0 = field0.getColumnValue();

Pay attention there are 2 objects : • 

StockTransfertLines (Collection)

• 

StockTrasfertLine (Line itself)

// Set the Item transferLine.setItemCode(fieldValue0); // Read second field of Query var field1 = recordset.getField(1); var fieldValue1 = field1.getColumnValue(); // Enter the Quantity transferLine.setQuantity(parseFloat(fieldValue1)); // Add the Line to the collection collLines.add(transferLine); }

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Script 4/4

// If a document has been created, save it if (xnew == "N") { // Add Collection of Lines to the document transferDoc.setStockTransferLines(collLines); // Add New Inventory transfer request in the DataBase var invtrfreqParams = invtrfreqService.add(transferDoc); // Read Number of created Inventory Transfer Request var docNum = invtrfreqParams.getDocEntry(); // Update Inventory Transfer Request Key CurrentProcess.DataObject('transRequest').putItem("Key",docNum.toString()); // Update local variable "convert" CurrentProcess.DataObject('do1').putItem('convert',1); print("The inventory transfer request " + docNum + " has been created"); }

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getBusinessServices(String objectType) // Create an object DIService var invtrfreqService = company.getBusinessService('1250000001');

To find these value use SDK HELP for DI/API then search for “BoObject Types Enumeration”, then search for row containing your object. The value is in column “Value” it should be passed as String.

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createDIObject(String clsName) // Create an Object of type "Inventory Transfer Request" var transferDoc = company.createDIObject('StockTransfer'); .. collLines=company.createDIObject('StockTransferLines'); .. var transferLine= company.createDIObject('StockTransferLine');

The string is the Class Name, you can find it in the file « SAP Business One Workflow API Reference.html ».

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Import and Activate Workflow in SAP Business One

Import Workflow in SAP Business One 1/2

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Import Workflow in SAP Business One 2/2

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You cannot re-import an existing Workflow template with the same name and version, even if it has been deleted in the Workflow Manager. If you change the template, change the version. The concatenation of name and version should be unique in the Database

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Execute the workflow

Launch the Workflow

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Follow Workflow Execution

This task can be picked

This task is completed

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Pick Up the Task

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User Task Execution

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Use Case

Creation of new partner to segregate tasks between sales department and bookkeeping Creation of Item to segregate tasks between purchase, sales and production Create batch processing on various objects exposed in workflow Include manual tasks in workflow Create workflow on UDO (for example leave request) …

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Appendix

Data model related to Workflow OWFI

OWMG Workflow Manager

(0,n)

Is used in

(1,1)

OWFER

Workflow Instance

Error Messages

(1,n)

Composed of (1,1)

WLS1 Potential Processor of Task

OWLS (1,1)

Be Done by

(1,n)

(0,n)

Read By

WLS2 Input Data for Task

(1,1)

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Workflow Task Detail

WLS4 (0,n)

Create By

(1,1)

Output Data for Task

(0,n)

Write in

WLS3 (1,1)

Task Note

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Workflow Manager OWMG TemplateKey

Name Status

StartType Version

Desc

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Workflow Instance OWFI Status

WFInstID Creator

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EndDate & EndTime

StartDate & StartTime

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Task Detail OWLS

TaskID TaskName TaskType

Status

Operation Priotity

EnterDate DueDate

Owner DuraHours

DuraDays

TaskDesc

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Participant (Processor of task) WLS1

Candidate

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Input Data for Tasks WLS2

ObjectType

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ObjKey

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Note information in task WLS3 Note

LineID

Creator Notedate

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Task Output Data WLS4

ObjectType

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ObjKey

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Thank you Contact information: Philippe BERNARD Local Product Expert Address Phone number

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