SAP Business One purchase to pay and order to cash: see where each order waits

What does Duaer read from SAP Business One?

Each purchase or sales order is a case, with the business partner, the company database, currency and amount. The steps are:

• Purchase to pay: Order created (purchase order), Goods received (goods receipt PO), Invoice posted (A/P invoice), Paid (outgoing payment).
• Order to cash: Order created (sales order), Goods issued (delivery), Invoice created (A/R invoice), Paid (incoming payment).
• Documents are followed back to the order through their base documents: an invoice based on a goods receipt counts for the original purchase order. Canceled documents are left out.

How do you connect SAP Business One to Duaer?

1. Check that the Service Layer is running and note its address (usually https://server:50000).
2. Prepare a user who can view purchasing and sales documents.
3. If the Service Layer is only inside your network, or has an http:// address only, start the Duaer on-premises data gateway there first.
4. In Duaer, create an SAP Business One Service Layer credential with the Service Layer address, the company database, the user and the password.
5. As an owner or admin, open Data sources, select Add source, choose SAP Business One under Purchase to pay or Order to cash, choose the credential, select Check connection and confirm.

How often does it read, and how much?

Each run reads orders, receipts or deliveries, invoices and payments by update date, one page each at most. Update dates carry no time, so each read starts at the beginning of the day again; a step is never written twice. Read only.

What are the limits?

• The tables, entities and fields read follow the vendor's published documentation and are not yet checked against a real system; the first real read may need adjustments.
• Approval procedures and draft documents are not read.