Electronic Output of Order Confirmations and Billing Documents

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

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

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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

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

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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

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.

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