SAP B1 Service Layer 3 - CRM

Overview

This node interacts with the SAP Business One Service Layer 3 CRM API to perform various operations on CRM resources such as Quotations, Orders, Business Partners, Activities, and Sales Opportunities. Specifically for the "Quotation" resource and the "Close" operation, it sends a request to close an existing quotation identified by its key (DocEntry). This is useful in scenarios where a quotation process has been finalized and needs to be marked as closed in the SAP system.

Practical examples include:

• Automatically closing quotations after approval workflows.
• Integrating quotation status updates from external systems into SAP B1.
• Managing sales processes by programmatically controlling quotation lifecycle states.

Properties

Output

The node outputs the JSON response returned by the SAP B1 Service Layer API after attempting to close the quotation. The output structure corresponds to the API's response format, typically including details about the success or failure of the close operation, any updated quotation data, or error messages.

If the operation fails, the output JSON will contain an error field with the error message describing what went wrong.

The node does not output binary data.

Dependencies

• Requires connection credentials to the SAP Business One Service Layer API, including:
  • Base URL of the SAP B1 Service Layer.
  • Username and password for authentication.
  • Company database name.
• The node performs a login request to obtain session cookies used for subsequent API calls.
• No additional external dependencies beyond the SAP B1 Service Layer API and valid credentials.

Troubleshooting

• Authentication errors: If login fails, verify that the base URL, username, password, and company database are correct and that the SAP B1 Service Layer is accessible.
• Invalid DocEntry: Providing an incorrect or non-existent quotation key will result in an error from the API indicating the resource was not found.
• Permission issues: Ensure the user account has sufficient permissions to close quotations.
• Network or SSL issues: The node disables strict SSL verification (rejectUnauthorized: false), but network connectivity problems or firewall restrictions can still cause failures.
• Error messages: Errors returned by the SAP API are passed through in the output JSON under the error field. Review these messages to identify issues such as invalid parameters or business logic constraints.

Links and References

• SAP Business One Service Layer API Documentation
• SAP Business One SDK and Service Layer Guide