Setting Up Generic Electronic File Formats

Administrators use the Electronic File Manager - Setup window to import, delete, and maintain the generic electronic file formats in SAP Business One.

Prerequisites

You have downloaded the electronic file format from the partner portal or SAP portal.

Procedure

To display the setup window, choose Administration Setup General Electronic File Manager .

The description of each column is as follows:

Name
The name of the electronic file format as defined in the Electronic File Manager: Format Definition add-on.

Description
Enter a description for the electronic file format.

Menu Name
The menu entry name for the electronic file format to be displayed in SAP Business One. It is defined in the Electronic File Manager: Format Definition add-on and is not editable here.

Menu Path
The menu path in SAP Business One for accessing the electronic file format. It is defined in the Electronic File Manager: Format Definition add-on and is not editable here.

Version
The version of the electronic file format that has been defined in the Electronic File Manager: Format Definition add-on. Non-editable column.

Use the following procedure to import electronic file formats:

In the table, right-click the first blank line and select Upload.
The file selection window appears. The filer of the dialog box is Generic Electronic File Format Project (*.GEP).
Select the electronic file format that you want to import.
Choose Update.

You have imported the electronic file format. The menu entry appears in the main menu and the menu bar of SAP Business One according to the menu path defined in the Electronic File Manager: Format Definition add-on.

Use the following procedure to update electronic file formats:

In the table, right-click the electronic file format that you want to update and select Update.
The file selection window appears. The filer of the dialog box is Generic Electronic File Format Project (*.GEP).
Select the electronic file format with which you want to replace the current one.
Choose Update.

You have updated the electronic file format.

Note Note

For importing or updating electronic file formats, in step 2, make sure that:

The name of the electronic file format is unique; otherwise, an error message is displayed and you are not able to continue.
The electronic file format is designed for the current version of SAP Business One; otherwise, a warning message is displayed.
This electronic file format is designed for the localization of the current company; otherwise, a warning message is displayed.

End of the note.

Use the following procedure to download electronic file formats:

In the table, right-click the electronic file format that you want to download and select Download.
The browser window appears.
Specify a location for storing the format file.
Choose Update.

You have downloaded the electronic file format to the specified location.

Use the following procedure to delete electronic file formats:

In the table, right-click the electronic file format that you want to delete and select Remove.

Note
As you may not delete system formats, the remove option is not available for system formats.

End of the note.
Choose Update.

You have deleted the electronic file format.