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 "Create Cancellation" operation, it creates a cancellation document for an existing quotation in SAP B1.

This is useful in scenarios where a user needs to programmatically cancel a quotation by generating a cancellation document within SAP B1, automating workflows related to sales and customer management.

Example use case:
A sales team wants to automate the cancellation of quotations that are no longer valid or have been superseded by new offers. Using this node, they can trigger the creation of cancellation documents directly from their workflow automation platform without manual intervention.

Properties

Output

The node outputs the JSON response returned by the SAP B1 Service Layer after creating the cancellation document for the specified quotation. This typically includes details about the newly created cancellation document or any status information returned by the API.

If an error occurs during the request, the output JSON will contain an error field with the error message.

The node does not output binary data.

Dependencies

• Requires an active connection to the SAP Business One Service Layer 3 API.
• Requires credentials including:
  • Base URL of the SAP B1 Service Layer.
  • Username.
  • Password.
  • Company database name.
• The node performs a login request to obtain session cookies used for subsequent API calls.
• The environment must allow HTTP requests to the SAP B1 Service Layer endpoint.

Troubleshooting

• Authentication errors: If login fails, verify the username, password, company database, and base URL are correct and accessible.
• Invalid DocEntry: If the provided DocEntry does not correspond to an existing quotation, the API will return an error. Ensure the DocEntry is valid.
• Network issues: Connection failures may occur if the SAP B1 Service Layer is unreachable or network policies block access.
• Permission issues: The user account must have sufficient permissions to create cancellation documents in SAP B1.
• Error messages: Errors returned by the SAP B1 API are passed through in the output's error field. Review these messages for specific causes.

Links and References

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