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Procedure documentationCreating a GEP or BPP Format Project Locate this document in the navigation structure

Prerequisites

You have started the Electronic File Manager: Format Definition add-on.

Procedure

  1. In the SAP Business One menu bar, choose   Tools   Electronic File Manager: Format Definition  . The Electronic File Manager: Format Definition (EFM) add-on opens.

  2. To create a new GEP or BPP format project, do one of the following:

    • On the start page of the EFM add-on, under Create a new format project, click Generic Electronic File Format Project for GEP or Bank Payment File Format Project for BPP.

    • Click (New) or choose   File   New  , and do the following:

      1. In the Create a New Format dialog box, do one of the following:

        • To create a GEP format, select (Generic Electronic File Format Project).

        • To create a BPP format, select (Bank Payment File Format Project).

      2. Enter the format name.

      3. Specify the file path by choosing the ellipsis button and select a directory.

      4. Choose the OK button.

    A default mapping is created.

    Note Note

    For the BPP format, the RPT file “Payment wizard run results” is automatically added to the Source folder and its read-only format tree structure appears on a default mapping tab of the Workspace area.

    End of the note.

  3. To add a source file for the format project, do the following:

    1. In the format explorer, right-click the Source folder and choose   Add   RPT  .

    2. In the Open dialog box, select an .rpt file and choose the Open button.

    The source file is added to the Source folder and its format structure appears on the mapping tab.

    The RPT source file is displayed in a tree structure based on the following rules:

    • Report Header: Ignored if the report header is hidden or suppressed by the SAP Crystal Reports software.

    • Report Footer: Ignored if the report footer is hidden or suppressed by the SAP Crystal Reports software.

    • Page Header: Ignored

    • Page Footer: Ignored

    • Details: Ignored if the details are hidden or suppressed by the SAP Crystal Reports software.

    • Group Header: Ignored if the group header is hidden or suppressed by the SAP Crystal Reports software.

    • Group Footer: Ignored if the group footer is hidden or suppressed by the SAP Crystal Reports software.

    • Text: Ignored

    • Field: Displayed as a node

    • Others: Ignored

    Note Note

    You can add more than one source file for a mapping. All the source format trees are read only and you cannot edit them.

    End of the note.

  4. To add a target file for the format project, right-click the Target folder, choose Add, select one of the following types, and specify the target file:

    Note Note

    You can add only one target file for a mapping.

    End of the note.

    • XML:

      • Import an XML schema: Select an existing XML schema file.

      • Import the structure from an XML document: Select an XML file that contains the structure you want to import.

      • Create an XML structure: Adds an empty XML structure to the Target folder.

    • CSV:

      • Import structure from a CSV document: Select an existing CSV file and specify the CSV configuration data.

      • Create a CSV structure: Adds an empty CSV structure to the Target folder.

    • TXT: Adds an empty TXT structure to the Target folder.

    • XBRL: For more information, see Creating an XBRL Target Tree.

  5. To create additional mappings, do one of the following and repeat the previous steps:

    • Choose   Project   Add Mapping  .

    • Click (Add Mapping).

    For more information about mappings, see Working with Mappings.

More Information

Working with Mappings

Upgrading Source or Target Files

Working with a Node

Verifying Formats

Test Running Mappings

Saving Formats