SAP B1 Service Layer 3 - CRM icon

SAP B1 Service Layer 3 - CRM

Interact with SAP B1 Service Layer 3 - CRM

Actions29

Overview

This node interacts with the SAP Business One Service Layer 3 CRM API to perform various operations on CRM resources, specifically including Sales Opportunities. The "Close" operation for Sales Opportunity allows users to mark a sales opportunity as closed in SAP B1.

Typical use cases include automating CRM workflows such as closing sales opportunities after a deal is won or lost, integrating SAP B1 CRM data with other systems, or managing sales pipelines programmatically.

For example, a sales automation workflow could automatically close a sales opportunity when an external system signals that the deal has been finalized, ensuring SAP B1 stays up-to-date without manual intervention.

Properties

Name Meaning
DocEntry / Key The unique identifier (DocEntry) of the Sales Opportunity to be closed. This is required.

Output

The node outputs JSON data representing the response from the SAP B1 Service Layer API after attempting to close the specified sales opportunity. The structure corresponds directly to the API's response and typically includes details about the updated sales opportunity or confirmation of the close action.

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

No binary data output is produced by this node.

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.
  • The node uses HTTP requests with cookie-based session management.
  • No additional external dependencies beyond the SAP B1 Service Layer API are needed.

Troubleshooting

  • Authentication errors: If login fails, verify the provided username, password, company database, and base URL are correct and accessible.
  • Invalid DocEntry: Providing an incorrect or non-existent DocEntry for the sales opportunity will result in an error from the API. Ensure the DocEntry matches an existing sales opportunity.
  • Network issues: Connection failures or timeouts may occur if the SAP B1 Service Layer endpoint is unreachable or misconfigured.
  • Permission issues: The user account must have sufficient permissions to close sales opportunities.
  • Error messages: Errors returned by the API are passed through in the output under the error key. Review these messages for specific causes.

Links and References

This summary focuses on the "Sales Opportunity" resource and its "Close" operation as requested.

Discussion