General presentation

Objective of the application

Describe in a few words the content of application + link with functional or technical specifications (google links) done with during the project or linked with PPMO

The iCare project was developed in October 2017 and consist in developing a BW flow and Function Modules, regarding Accounts, Pending Orders and Overdues to be sent to Salesforce.

Function Modules are used, through multiple type of operations, to synchronized Salesforce & BW.

WebMethods is used as a Middleware between both.

Tool and IT leaders of the application are:

• RtR : Guillaume Thevenet (Process Chain & Overdue's DSO)
• OtC : Craig Wanamake (Pending orders & Account on BW)
• Salesforce : Emmanuel Gaheri
• WebMethods : Reiner Hellstern

Usage information

This project have only Salesforce users.

History

This project consist on a migration of existing Function Modules and BW objects from PQ1 to WBP.

Roles & Access

Roles and access

List of application role + menu role  and explanation if we have several applications role with specials rules.

Authorization objects

List of autorisation objects mandatory for the application.

Dataflow overview

Use the google presentation below as a template. This google presentation must be saved in the Reporting GDrive folder under the corresponding application. Then post the link to the document here.

Reporting documentation drive folder:

https://drive.google.com/drive/folders/0B8xksr4mF3-aZFNVY3V3TF9DVFE

Functional and Technical rules on Workbench + Reporting

Rules & Explanations

iCare Interface - Mapping.xlsx

As WebMethods is used as a Middleware, it triggers every steps of each application (BW, SF), and send data from a side to the other.

1. Accounts : FM Z_ZSF_GET_ACCOUNT_DATA
   
   This interface has been done to provide Customers information from SAP (Sold To) to Salesforce (Accounts) and Products from Salesforce to SAP-BW.
   The Scope for Accounts is limited to Specialty Polymers Customers, however all Products in SFDC are being sent to BW.
   The data will be automatically refreshed once a day (during the night) - starts at 22:00 CET.
   There are 4 steps (Operations) :
   
   
   • Operation U : WM (WebMethods) extract from SF (Salesforce) the account list that are already synchronized and send it ton BW through de FM. On BW side in the ZSF_ACCOUNTS table, all entry are flagged as "Deleted". If SF ID in found, the flag is unchecked.
   • Operation N : WM extract from SF the account list that are not yet synchronized and send it to BW. It will fill the BW table with the SF ID. Then it generate the S_SF_UPDATE_TIME job to run PF1 Function Z_ZSF_CHECK_UPDATE_TIME which will read PRS table ZZR_CUST_CRM to map SFDC ID with Sold to. 

     PF1 Function will get Credit information to be inserted in BW table ZSF_ACCOUNT and then Copy PRS table ZZR_CUST_CRM to BW table ZSF_SOLDTOS
     Fills BW tables ZSF_ACCOUNTS and ZSF_SOLDTOS. Marks entries as ‘must be sync’. Table ZSF_PRODUCT is filled in with SFDC Products.

   • Operation S : BW reads entries from table ZSF_ACCOUNTS with flag ‘must be sync’ and where delete is null, and sends max records number through WM. SF receives response from BW (through WM) and include entries that are included in the temporary mapping to be updated. Sends the Ack to WBP (via WM) starting operation ‘A’. 

   • Operation A : BWP receives ack from WM and updates ACKID and 'last sync' field of ZSF_ACCOUNTS and SF updates entries.
2. Pending Orders : FM Z_ZSF_GET_PENDING_ORDERS
   This interface has been done to provide Sold and Pending information from SAP and link it with Salesforce Accounts.
   The Scope is limited to Specialty Polymers Customers.
   The data will be automatically refreshed once a day (during the night) - start in SAP at 11:00 pm CET (00:00 CEST) and starts in SFDC at 10:00 CET (11:00 CEST).
   There are 2 steps (Operations) :
   • Operation S : WBP reads entries from table ZSF_OPEN_ORDS and sends max records. SF receives response and creates entries, then sends the Ack to WBP, starting operation ‘A’.
   • Operation A : WBP receives ack from WM and Updates ACKID and LAST_SYNC fields of ZSF_OPEN_ORDS. SF updates entries.
     
     
3. Overdues : FM Z_ZSF_GET_OVD_INVOICES
   
   The aim of the interface is to daily load the invoices in overdues from SAP into Salesforce CRM.
   The scope is limited to the invoices and will present the purchase orders and the materials associated to the invoice for GBU Specialty Polymers.
   The data will be automatically refreshed once a day (during the night) starts in SFDC at 02:00 CET.
   Every day, all overdues data are deleted from SFDC and loaded from SAP into SFDC.
   There are 5 steps :

• • Process Chain : PC_SFDC_OVD_01 load the overdues in DSO DBFIAR22.
  • Operation S : Salesforce deletes all the overdues, and then syncronized them. BWP select the max record number in the overdues table and generate an ackid for each of them. SF insert the entries and send a ack to validate the received entries.
  • Operation A : WBP update the Ack in the overdues table (from WM).
  • Operation I : SF send to BWP the couple ID/External ID for each overdue
  • Operation P : BWP send to SF informations about material & PO.

Dependencies with other applications

Dependencies with other application (BW, QV, Externals tools like PVelocity or Dynasis etc...

Data loadings

Info providers and objects loaded

There is only one process chain on this project. It's for the overdues : PC_SFDC_OVD_01. It loads data from DSOs DBFIAR02 & DBFIAR16 to the newly created DSO : DBFIAR22.

Loading frequency

The process chain is running every day at 2AM.

Average performance

if possible, give some information on average process chain duration, amount of data loaded and total data volume example: daily process chain loaded in 30 min, weekly chain loaded in 1h15, with around 2k to 10k lines in DELTA mode for a total of 10M lines in cube. The purpose is to give a general overview of the volume of data managed y the application

Record Keeping

Give details if any historisation is done, example: keep only data greater than beginning of Y-3

Reporting

Queries End User Documentation

Query end user documentation should be created in the public "Customer Support Wiki" space under the corresponding BW application page : BW - Application. Technical query query documentation, if necessary should be added as a sub-page of this documentation using the BW Technical Query Documentation template.

Main queries

List the most important and complex queries only with a link to the documentation

Main functionalities

Give detail on all complex functionalities: list most important and/or complex KPI, query jump, alerts

Broadcast

Indicate if there are broadcasts and give some details on the broadcast settings.

Maintenance

Known bugs

Give the list and explanation on the known, not-solved, bugs.

Recurring procedure

List recurring procedures

Planned Evolution

Detail planned major evolution if already known. Example: complete decommissioning of application is planned in 2017 / Extension to solvay perimeter planned in 2nd semester of 2016