Function documentationElectronic Output of Order Confirmations and Billing Documents Locate this document in the navigation structure

 

To output order acknowledgements or billing documents in electronic form, the data in the order confirmation or billing document is converted to XML or IDoc format. This is done by using Electronic Data Interchange (EDI).

Electronic output of order confirmations or billing documents uses actions, which are based on the Post Processing Framework. The use of actions allows you to be flexible when defining:

  • The time when the order confirmation or billing document is to be sent, for example, either immediately after saving the sales order or at a later date

  • Further criteria, such as which recipients the order confirmation or billing document should be sent to, scheduling conditions or execution conditions

For more information about working with actions, see Actions.

Prerequisites

Sales Order Processing

  • You have carried out the required settings in Customizing for Customer Relationship Management (CRM) by choosing   Basic Functions   Actions   Actions in Transaction   Change Actions and Conditions   Define Action Profiles and Actions   and   Basic Functions   Actions   Actions in Transaction   Set Up Master Data Maintenance for Action Profile Determination.  

    For detailed information about what you need to do, see the Implementation Guide for the above Customizing activities, in particular the section Specifics for Electronic Output of Order Confirmations using Actions in the Customizing activity Define Action Profiles and Actions.

    Note Note

    You must use the application CRM_ORDER and the condition maintenance group CRM_AP.

    End of the note.

  • In Customizing for Customer Relationship Management, you have assigned the action profile determination procedure 0CRMOR to the required transaction types, by choosing   Basic Functions   Actions   Actions in Transaction   Set Up Action Profile Determination   Assign Determination Procedure to Transaction Type   .

    Note Note

    We recommend that you use Action Profile Determination for electronic output of order confirmations. For more information, see Action Profile Determination.

    End of the note.
Billing

  • You have carried out the required settings in Customizing for Customer Relationship Management (CRM), by choosing   Basic Functions   Actions   Actions in Billing   Change Actions and Conditions   Define Action Profiles and Actions   and   Basic Functions   Actions   Actions in Billing   Set Up Master Data Maintenance for Action Profile Determination.  

    For detailed information about what you need to do, see the Implementation Guide for the above Customizing activities.

    Note Note

    The methods BEA_SEND_IDOC and BEA_SEND_XML are available with the standard configuration. You can use these to set up electronic output of billing documents using IDoc or XML format respectively.

    End of the note.