General presentation

Objective of the application

The iCare project was developed in October 2017 and consist in developing on WBP the PQ1 BW flow and Function Modules (which are decommissioned) 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 leader of the application: Anon Kasemvilas 

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

Reporting documentation drive folder:

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

Functional and Technical rules on Workbench + Reporting

Rules & Explanations

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 : SF (Salesforce) send the account list that are already synchronized. 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 : SF send the account list that are not yet synchronized. 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. SF receives response from BW and include entries that are included in the temporary mapping to be updated. Sends the Ack to WBP starting operation ‘A’. 

   • Operation A : BWP receives ack 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 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 : 

Dependencies with other applications

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

Record Keeping

Reporting

Queries End User Documentation

Main queries

Main functionalities

Broadcast

Maintenance

Known bugs

Recurring procedure

Planned Evolution