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Procedure documentationUpdating Source or Target Files Locate this document in the navigation structure

 

You can update source files or target files while retaining mapping connections and mapping settings between the source format tree and the target format tree.

Note Note

You can update only XML and XBRL target files.

End of the note.

Note Note

In the Mexico localization, you may need to enhance the system SPP files for electronic documents or the monthly electronic report. To obtain an updated SPP data source file, in the SAP Business One menu bar, choose   Tools   Customization Tools   Generate EFM XML Datasource  . The data source includes all database fields and user-defined fields related to the database tables of marketing documents. The data source also contains information of the imported certificate covering a digital seal of the issuing taxpayer.

End of the note.

Procedure

  1. Do one of the following:

    • Right-click the source file under the Source folder and choose Update....

    • Right-click the target file under the Target folder and choose Update....

  2. Select the new source or target file and choose the Open button.

    The new source or target file is added under the Source folder or the Target folder, respectively. Its format tree is automatically added to the mapping tab with an automatic mapping switch:

    • If the node in the original format finds a matching node in the new format tree, the mapping connection and mapping setting are switched to the new format tree. Depending on the file format, there are different matching rules; the match can succeed only if the rules are met, as explained below:

      • RPT:

        • RPT field: A field with the same object name exists in the new format tree.

        • RPT section: The section in the same position of the new format tree has the same fields.

      • XML: In the new format tree, the node with the same tag name and namespace is found in the same path, and each node in the path has the same tag name and namespace.

      • XBRL:

        • Unit: A unit with the same exists in the new format tree.

        • Context: A context with the same name exists in the new format tree. The match will also apply to the period and the scenario in this context.

        • Item and entity: An item or entity with the same name exists in the same context in the new format tree.

        • Tuple: A tuple with the same name exists in the new format tree. The match will also apply to the subnodes.

    • If no matching node is found, the mapping connection and the mapping settings are retained in the original format tree. You can manually adjust the mapping connection and settings.

    After update, the mapping status messages are displayed with the following detailed information on the Message tab:

    • Amount of successfully switched mappings

    • Amount of lost mappings

    • Detailed information of lost mappings in the following format:

      Source Node

      Target Node

      Formula

      <XML Name>

      <XML Name> of <Target Name>

      <Value Formula>

  3. After completing the mapping switch, remove the original source file or target file from the Format Explorer area. After you delete the original files, the corresponding format trees are removed automatically from the mapping tab.