Sample: Sales Force Automation. Sybase Unwired Platform 2.1

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1 Sample: Sales Force Automation Sybase Unwired Platform 2.1

2 DOCUMENT ID: DC LAST REVISED: November 2011 Copyright 2011 by Sybase, Inc. All rights reserved. This publication pertains to Sybase software and to any subsequent release until otherwise indicated in new editions or technical notes. Information in this document is subject to change without notice. The software described herein is furnished under a license agreement, and it may be used or copied only in accordance with the terms of that agreement. To order additional documents, U.S. and Canadian customers should call Customer Fulfillment at (800) , fax (617) Customers in other countries with a U.S. license agreement may contact Customer Fulfillment via the above fax number. All other international customers should contact their Sybase subsidiary or local distributor. Upgrades are provided only at regularly scheduled software release dates. No part of this publication may be reproduced, transmitted, or translated in any form or by any means, electronic, mechanical, manual, optical, or otherwise, without the prior written permission of Sybase, Inc. Sybase trademarks can be viewed at the Sybase trademarks page at Sybase and the marks listed are trademarks of Sybase, Inc. indicates registration in the United States of America. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. Java and all Java-based marks are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. Unicode and the Unicode Logo are registered trademarks of Unicode, Inc. All other company and product names mentioned may be trademarks of the respective companies with which they are associated. Use, duplication, or disclosure by the government is subject to the restrictions set forth in subparagraph (c)(1)(ii) of DFARS for the DOD and as set forth in FAR (a)-(d) for civilian agencies. Sybase, Inc., One Sybase Drive, Dublin, CA

3 Contents Context Summary...1 Usage Scenario...3 Get Started...5 Sybase Unwired Platform Prerequisites...5 SAP System Prerequisites...5 Importing the Sales Force Automation Sample into Unwired WorkSpace...5 Opening the Sample Project...7 Connecting to the SAP Data Source...9 Connecting to Unwired Server...12 Deploying the Sample Mobile Business Objects (MBOs) to Unwired Server...13 Try It Out...19 Exploring MBOs...19 Mobile Business Objects...20 Running the Field Sales Agent Application...21 Setting Up the Field Sales Agent Application in Visual Studio...21 Using the Field Sales Agent Functions...27 Running the Sales Manager Application...33 Setting Up the Sales Manager Application in Visual Studio...33 Using the Sales Manager Functions...39 Learn More...45 Related Reference...45 Sample File Reference...45 MBO-to-SAP BAPI/RFC Mapping...46 Learn More about Sybase Unwired Platform...50 Getting Help...51 APPENDIX: Configuring Your SAP System...53 Creating RFCs...53 Sample: Sales Force Automation iii

4 Contents Configuring Business Objects and Sample Data...53 Configuring Data Change Notification (DCN)...84 Index...89 iv Sybase Unwired Platform

5 Context Summary Context Summary The Sales Force Automation sample contains everything you need to explore Unwired Platform features. The Sales Force Automation sample is based on this development environment: Sybase Unwired Platform for Eclipse Windows Mobile device development with custom C# coding Integration with your SAP BAPIs Standard SAP JCo connection Use the Sales Force Automation sample to explore the interaction of a native Windows Mobile application written in C# and Mobile Business Objects within the Sybase Unwired WorkSpace Server. By using this sample, you will have a comprehensive preview of the benefits Unwired Platform can offer, without having to program the application yourself. If you would like to learn how to use Unwired Platform to create a Windows Mobile Application, review the available tutorials created expressly for this purpose. Sample: Sales Force Automation 1

6 Context Summary 2 Sybase Unwired Platform

7 Usage Scenario Usage Scenario Sales Force Automation (SFA) Sample is a smart mobile application for field sales agents and sales managers. For field sales agents, the role can be enterprise specific (such as sales representatives and field sales representatives), as can sales managers (such as sales officers). Sales Force Automation: Enables field sales agents to manage customers, manage orders (as well as smart material selection for order booking), and perform online availability check for the materials before confirming orders. Enables sales managers to approve or reject blocked orders, and view Management Information System (MIS) reports, (such as sales reports for the responsible sales areas, and outstanding for set of dealers belonging to responsible sales areas). Leverages business processes configured in SAP ERP Sales and Distribution (ECC 6.0), and leverages the technical capabilities of Sybase Unwired Platform to mobilize the stated processes. Sample: Sales Force Automation 3

8 Usage Scenario 4 Sybase Unwired Platform

9 Get Started Get Started Complete the prerequisites, then follow the tasks in order. Sybase Unwired Platform Prerequisites Before you begin, review and complete these prerequisites for the system where you will install, or have already installed, a developer edition of Unwired Platform. Unzip the SUP21_SalesForceAutomation.zip file into a temporary location on the same machine as Unwired WorkSpace. For example, C:\temp. Install either the Personal or Enterprise Developer Edition of Unwired Platform version 2.1. See Installation Guide for Sybase Mobile SDK. Install Microsoft Visual Studio Install the Windows Mobile 6 Professional SDK Refresh. Install ActiveSync 4.5. SAP System Prerequisites Before you begin, review and complete these prerequisites for the SAP system you will use with this sample. Create supporting RFCs in your SAP system by copying the code from the corresponding text files in SFA_FunctionModules folder. See Creating RFCs on page 53. Configure supporting business objects in your SAP system. See Configuring Business Objects and Sample Data on page 53. Set up the HTTP connection to allow DCN to automatically send updates to your Unwired Server. See Configuring Data Change Notification (DCN) on page 84. Importing the Sales Force Automation Sample into Unwired WorkSpace From Unwired WorkSpace you can deploy the MBOs to Unwired Server. Prerequisites Unzip the SUP21_SalesForceAutomation.zip file into a temporary location on the same machine as Unwired WorkSpace. For example, C:\temp. Sample: Sales Force Automation 5

10 Get Started Task 1. Start Sybase Unwired Sybase Unwired Platform services. From Windows, select Start > Programs > Sybase > Unwired Platform > Start Unwired Platform Services. 2. Start Unwired WorkSpace. From Windows, select Start > Programs > Sybase > Unwired Platform > Unwired WorkSpace. 3. If prompted to select a workspace, just click OK. 4. If you do not see WorkSpace Navigator and Enterprise Explorer tabs, click a Start Development link. 5. Select File > Import. 6. In the Import wizard, select General > Existing Projects into Workspace and click Next. 7. Select Select root directory and Browse to the location where you unzipped the SUP21_SalesForceAutomation.zip file, and select the SalesForceAutomation_MBO directory. For example, if you unzipped the SUP21_SalesForceAutomation.zip file into C:\temp, you would now select the SalesForceAutomation_MBO directory under C:\temp. The SalesForceAutomation_MBO directory contains the Sales Force Automation sample Mobile Application Project, including the defined mobile business objects (MBOs). 8. Click OK. The SalesForceAutomation project displays in the Projects section. 9. Select the project and click Finish to import the project. The project is imported into Unwired WorkSpace and is now available from WorkSpace Navigator. 6 Sybase Unwired Platform

11 Get Started Opening the Sample Project Browse the Sales Force Automation project contents and open it in the Mobile Application Diagram. 1. In WorkSpace Navigator, expand the Sales Force Automation folder to view the project artifacts. When you import the project, errors are generated, as indicated by the red x beside the top level SalesForceAutomation project folder and the SalesForceAutomation.pkg project file. These errors are resolved as you set up your project for your environment. Mobile business objects are contained in the Mobile Business Objects folder. Project artifacts, generated code, and so on, are contained in the other folders. 2. Open the project in the Mobile Application Diagram. 3. Right-click the SalesForceAutomation project folder and select Open in Diagram Editor. The Mobile Application Diagram opens and displays the MBOs, including their operations and attributes. The red error icons indicate that the Sales Force Automation connection profile which provides access to the data source to which the MBOs are bound does not yet exist. These errors are resolved once you create connection profile. From the Properties view you can explore other aspects of MBO definition. Once created, most MBO configuration is performed from the Properties view. 4. Activate the Problem tab and expand Errors. Your screen should now look something like this: Sample: Sales Force Automation 7

12 Get Started 5. In the Problems tab, under Errors, right-click the first "Project 'SalesForceAutomation'..." item and select Quick Fix. 6. In the Quick Fix dialog, under Select a fix, select Configure build path... and click Finish. 7. In the Edit JAR dialog, browse to the sapjco.jar file and click Open. The default installation location is <UnwiredPlatform_InstallDir> \Unwired_WorkSpace\Eclipse\sybase_workspace\mobile\eclipse \plugins \com.sybase.uep.com.sap.mw.jco_ \lib. 8. In the Properties for SalesForceAutomation dialog, Libraries tab, select the sup-ds.jar... entry, and click Edit. 9. In the Edit JAR dialog, browse to <UnwiredPlatform_InstallDir> \Unwired_WorkSpace\Eclipse\sybase_workspace\mobile\eclipse \plugins\com.sybase.uep.tooling.api_ \lib. If you installed in the default location, this would be C:\Sybase \UnwiredPlatform\Unwired_WorkSpace\Eclipse \sybase_workspace\mobile\eclipse\plugins \com.sybase.uep.tooling.api_ \lib. 8 Sybase Unwired Platform

13 Get Started 10. Select the sup-ds.jar file and click Open. 11. In the Properties for SalesForceAutomation dialog, click OK. After a few seconds, the Problems tab shows only warnings. You can expand the Warnings item to show the details: Connecting to the SAP Data Source Obtain the information necessary to connect to your SAP system from your SAP system administrator and create a connection profile in Unwired WorkSpace. 1. In Enterprise Explorer, click the New Connection Profile icon to launch the New Connection Profile wizard. 2. On the Connection Profile page: 1. Select SAP Server. 2. Under Name, enter My SAP System. 3. Click Next. 3. On the SAP Connection Properties Page, fill in the information for your SAP system. Your screen might look something like this: Sample: Sales Force Automation 9

14 Get Started 4. Click Test Connection. You should see a Ping succeeded! message. If you see a Ping failed! message, verify the information you entered with your SAP system administrator and make changes as necessary until the Test Connection button returns a Ping succeeded! message. 5. Click Finish. The new connection profile appears under the SAP Servers folder. 10 Sybase Unwired Platform

15 Get Started 6. In Enterprise Explorer, right-click the My SAP System connection profile and select Connect. 7. Expand the My SAP System connection profile to show the SAP application components that are now accessible. Sample: Sales Force Automation 11

16 Get Started Connecting to Unwired Server Use the My Unwired Server connection profile to connect to Unwired Server. Prerequisites Start Unwired Platform Services. Start Unwired WorkSpace. Import the Sales Force Automation project. Task Unwired Platform includes the My Unwired Server connection profile that provides access to Unwired Server. Use this to connect to Unwired Server so that you can deploy the mobile business objects (MBOs) in your project to Unwired Server. 1. In Enterprise Explorer, expand the Unwired Server folder. 2. Right-click the My Unwired Server folder and select Connect. If the connection fails, make sure all Unwired Server services are started from Windows, Start > Programs > Sybase > Sybase Unwired Platform > Start Unwired Platform Services and try again. 3. Expand each element in the tree below My Unwired Server. When you connect to the server, all the elements that can be administered appear below the server icon. 12 Sybase Unwired Platform

17 Get Started Deploying the Sample Mobile Business Objects (MBOs) to Unwired Server Deploy the sample to Unwired Server to make the MBO logic available to the two applications. Prerequisites Ensure you are connected to Unwired Server. Task 1. Right-click in the Mobile Application Diagram and select Switch Developer Profile > Advanced. 2. From WorkSpace Navigator, right-click the SalesForceAutomation project and select Deploy Project. 3. Accept the defaults for the deploy mode, target version, and package name, then select Replication-based and click Next. Sample: Sales Force Automation 13

18 Get Started 4. Select all boxes to deploy all MBOs and click Next. 14 Sybase Unwired Platform

19 Get Started 5. On the Package User-defined Classes page, click Add JAR. 6. In the JAR Selection dialog, Select the filters.jar file and click OK. Sample: Sales Force Automation 15

20 Get Started The filters.jar file now appears in the list of JARs for user-defined classes in the Package User-defined Classes page. 7. Click Next. 8. From the Target Server page select My Unwired Server and click Refresh. 9. Select the default domain, then the admin security configuration, then click Next. 10. From the Server Connection Mapping page, under Connection profile, select My SAP System, then drop down the list under Server connection and click <New Server Connection...>. 11. In the Create New Server Connection dialog, click OK. 12. From the Server Connection Mapping page, under Connection profile, select My SAP System, then drop down the list under Server connection and click <New Server Connection...>. After the deployment process completes, a Deployment Status message appears, confirming that the deployment succeeded. 13. Click OK to clear the message. Expand the My Unwired Server folder and subfolders to view the deployed MBOs. 16 Sybase Unwired Platform

21 Get Started Sample: Sales Force Automation 17

22 Get Started 18 Sybase Unwired Platform

23 Try It Out Try It Out Use the sample to view customers, create sales orders, approve blocked sales orders, and view management reports. Before you can try out these features, you must: 1. Make sure you have met the prerequisites and completed the tasks in Get Started on page Deploy the sample MBOs to Unwired Server. 3. Set up each Sales Force Automation application in Visual Studio. 4. Run each Sales Force Automation application on Windows Mobile emulator. Exploring MBOs Review the existing attributes and operations for mobile business objects, see what relationships among various mobile business objects are, and explore how MBOs are bound to the PurchaseOrder database as their back-end data source. 1. In WorkSpace Navigator, expand the Mobile Business Objects folder to view the MBOs created for this sample: Approval, Customer, CustomerOutstanding, ErrorList, ET_CUSTOMER, Global, Material, Salesorder, SalesReport, and StockCheck. Three types of objects are listed under the Mobile Business Objects folder all can be opened and viewed in the Diagram Editor: Server MBOs Client MBOs SAP Structure 2. To see the relationships among these MBOs and SAP structures, and to gather insights on the business logic behind them, right-click any MBO or structure and select Open in Diagram Editor. Sample: Sales Force Automation 19

24 Try It Out Mobile Business Objects Mobile business objects form the business logic for mobile applications and workflows. A mobile business object (MBO) is derived from a data source (database server, Web Service, SAP server, and so on). MBOs form the business logic for mobile workflows that can be deployed to an Unwired Server and referenced in mobile devices (clients). MBOs include: Implementation-level details read-only metadata columns that include information about the data in the implementation. Abstract-level details attributes correspond to class-level properties on the mobile client and map to columns. Parameters correspond to synchronization parameters on the mobile client and map to arguments. MBOs can also contain operations, which themselves contain parameters and arguments, and can be used to update, create, or delete data. For native applications a database runs on the mobile device. When users makes changes, those changes only apply to their local copy of the data. When a sync happens, the changes are sent to the Sybase Unwired Platform server and changes in the actual enterprise database are sent to the mobile device. With Mobile Workflow, even though the user exchanges data with the server, there is no client-side store that is synchronized with the server's consolidated database. Relationships defined between MBOs, link attributes, and parameters in one MBO to attributes and parameters in another MBO. 20 Sybase Unwired Platform

25 Try It Out You can define MBOs using either a top-down approach designing attributes and parameters first, and later binding them to a data source, or a bottom-up approach specifying a data source, and automatically generating attributes and parameters from it. A mobile application includes MBOs, as well as role and server mappings, and other artifacts that are delivered to the Unwired Server during deployment. Running the Field Sales Agent Application A field sales agent would use the Sales Force Automation application for field sales agents to enter and submit sales orders for customers. Setting Up the Field Sales Agent Application in Visual Studio Use Visual Studio to deploy the Sales Force Automation client application for field sales agents to the Windows Mobile emulator. Prerequisites Visual Studio 2008 with Windows Mobile 6 SDK is installed on the system where Unwired WorkSpace is running. If you have previously set up either the Field Sales Agent application or the Sales Manager application in Visual Studio, make sure you have closed the emulator, without saving the state, and then closed Visual Studio. Task 1. In Windows Explorer, navigate to the SalesForceAutomation directory under the folder where you unzipped the SUP21_SalesForceAutomation.zip file. If you unzipped the SUP21_SalesForceAutomation.zip file into C:\temp, you would navigate to C:\temp\SalesForceAutomation. 2. Double-click the SalesForceAutomation.sln file to open it in Visual Studio The two projects in the solution file are displayed in the Solution Explorer. Sample: Sales Force Automation 21

26 Try It Out 3. In Solution Explorer, expand the src folder, then the SalesForceAutomation folder under it, and locate the SalesForceAutomationDB.cs file. 22 Sybase Unwired Platform

27 Try It Out 4. Open the SalesForceAutomationDB.cs file and search for 2480 (port number for Unwired Server). 5. In the line directly above 2480, select the name entered for ServerName. In the picture below, this is KPATILXP. Sample: Sales Force Automation 23

28 Try It Out 6. Enter the host name of the machine where Unwired Server is installed, replacing the name that is there KPATILXP in the picture above. In the example below, KPATILXP has been replaced by myserver. 7. Save the SalesForceAutomationDB.cs file. 8. Start ActiveSync by double-clicking the ActiveSync icon in the Windows system tray, or by choosing Start > Programs > Microsoft ActiveSync. 9. From the ActiveSync menu bar, choose File > Connection Settings. 10. In the Connection Settings dialog, make sure your settings match the settings shown below, then click OK. 24 Sybase Unwired Platform

29 Try It Out 11. In Visual Studio, make sure Windows Mobile 6 Professional Emulator is selected. 12. In Visual Studio, choose Tools > Device Emulator Manager. 13. Scroll down to the entry for Windows Mobile 6 Professional, right-click that entry and select Connect. 14. Right-click the entry for Windows Mobile 6 Professional again and select Cradle. Wait for Active Sync to indicate that the emulator is connected. 15. Press F5, or choose Debug > Start Debugging. 16. If you are prompted to select a device, select Windows Mobile Professional 6 Emulator and click Deploy. Sample: Sales Force Automation 25

30 Try It Out The login screen for the Sales Force Automation field sales agent application appears in the emulator. 26 Sybase Unwired Platform

31 Try It Out Using the Field Sales Agent Functions A field sales agent can view a list of customers, view information for individual customers, and create sales orders for customers. Prerequisites Launch the application on Windows Mobile 6 Professional emulator. Task A field sales agent can: View details of an assigned customer. Create orders for a specific customer. Assign materials while creating an order. Check availability of a material while creating an order. 1. Log in to the Sales Force Automation application. Enter administration credentials you indicated during installation. Source details: Sample: Sales Force Automation 27

32 Try It Out RFC None MBO Global (local MBO) Technical details LDAP authentication Local MBO 2. Click Login. The home page of the application displays. Source details: RFC None MBO Global (local MBO) 3. Click Synchronize. This updates device data from the SAP server. 4. Click Customer. The Customers screen displays, showing summary information for the customers listed. 28 Sybase Unwired Platform

33 Try It Out Source details: RFC ZTEST_CUSTOMER_PROFILE MBO Customer &ET_Customer Technical details Comingled MBO 5. Select CUST1 and click Details. The Customer Profile screen displays, showing more detailed information for the selected customer. Sample: Sales Force Automation 29

34 Try It Out Source details: RFC ZTEST_CUSTOMER_PROFILE MBO Customer &ET_Customer Technical details Comingled MBO 6. Create a sales order for the customer. a) Click the Home icon to return to the application home screen. b) Click Create Sales Order to display the New Sales Order screen. 7. Fill in the information for an item. a) From the Customer drop-down list, select CUST1. b) From the Material drop-down list, select WIN1-AirConditioner. c) Click Live Stock to retrieve the Available Qty number. d) In the Required Qty box, enter to 7. You have now added the information for one item to the new sales order for CUST1: 30 Sybase Unwired Platform

35 Try It Out Source details: RFC ZWW_MATERIAL_GETLIST ZWW_STOCK_CHECK SalesOrder.CreateFromDat2 MBO Material StockCheck Operation CreateFromDat2 Technical details Complex MBO Load on Demand Cache policy for Stock Check Personalization Key Resultset Checker/Filter 8. Add the item to the new sales order. Click Add. The New Sales Order screen now displays the one item that you have ordered so far. Sample: Sales Force Automation 31

36 Try It Out Source details: RFC ZWW_MATERIAL_GETLIST ZWW_STOCK_CHECK SalesOrder.CreateFromDat2 MBO Material StockCheck Operation CreateFromDat2 Technical details Complex MBO Load on Demand Cache policy for Stock Check Personalization Key Resultset Checker/Filter 9. Add more items to the new sales order. a) Click Add Item. b) Continue with step 7 on page 30. c) When finished adding items to the sales order, select Menu > Save and Submit. 32 Sybase Unwired Platform

37 Try It Out 10. When finished: a) Close the emulator, without saving the state. b) Close Visual Studio. These steps leave the environment in a state in which it is ready for you to perform the steps for setting up and using the other application. Running the Sales Manager Application A sales manager would use the Sales Force Automation application for sales managers to approve blocked sales orders and view MIS reports. Setting Up the Sales Manager Application in Visual Studio Use Visual Studio to deploy the Sales Force Automation client application for sales managers to the Windows Mobile emulator. Prerequisites Visual Studio 2008 with Windows Mobile 6 SDK is installed on the system where Unwired WorkSpace is running. If you have previously set up either the Field Sales Agent application or the Sales Manager application in Visual Studio, make sure you have closed the emulator, without saving the state, and then closed Visual Studio. Task 1. In Windows Explorer, navigate to the SFAApproval directory under the folder where you unzipped the SUP21_SalesForceAutomation.zip file. If you unzipped the SUP21_SalesForceAutomation.zip file into C:\temp, you would navigate to C:\temp\SFAApproval. 2. Double-click the SFAApproval.sln file to open it in Visual Studio The two projects in the solution file are displayed in the Solution Explorer. Sample: Sales Force Automation 33

38 Try It Out 3. In Solution Explorer, expand the src folder, then the SalesForceAutomation folder under it, and locate the SalesForceAutomationDB.cs file. 34 Sybase Unwired Platform

39 Try It Out 4. Open the SalesForceAutomationDB.cs file and search for "2480" (port number for Unwired Server). 5. In the line directly above 2480, select the name entered for ServerName. In the picture below, this is Sample: Sales Force Automation 35

40 Try It Out 6. Enter the name of the server where Unwired Server is installed, replacing the name that is there in the picture above. In the example below, has been replaced by myserver. 7. Save the SalesForceAutomationDB.cs file. 8. Start ActiveSync by double-clicking the ActiveSync icon in the Windows system tray, or by choosing Start > Programs > Microsoft ActiveSync. 9. From the ActiveSync menu bar, choose File > Connection Settings. 10. In the Connection Settings dialog, make sure your settings match the settings shown below, then click OK. 36 Sybase Unwired Platform

41 Try It Out 11. In Visual Studio, make sure Windows Mobile 6 Professional Emulator is selected. 12. In Visual Studio, choose Tools > Device Emulator Manager. 13. Scroll down to the entry for Windows Mobile 6 Professional, right-click that entry and select Connect. 14. Right-click the entry for Windows Mobile 6 Professional again and select Cradle. Wait for Active Sync to indicate that the emulator is connected. 15. Press F5, or choose Debug > Start Debugging. 16. If you are prompted to select a device, select Windows Mobile Professional 6 Emulator and click Deploy. Sample: Sales Force Automation 37

42 Try It Out The login screen for the Sales Force Automation sales manager application appears in the emulator. 38 Sybase Unwired Platform

43 Try It Out Using the Sales Manager Functions A manager can view a list of blocked orders, view information for individual blocked orders, view a list of outstanding orders, and view information for individual outstanding orders. Prerequisites Launch the application on Windows Mobile 6 Professional emulator. Task A sales manager can: Approve a blocked order. View and analyze information via MIS. 1. Log in to the Sales Force Automation application with a sales manager's credentials. Enter the credentials you indicated during installation for the supadmin user. Source details: RFC None MBO None Sample: Sales Force Automation 39

44 Try It Out Technical details LDAP authentication DCN 2. Click Login. The home page of the application displays. Source details: RFC None MBO Global (local MBO) 3. Click Synchronize. This updates device data from the SAP server. 4. Click Blocked Orders. The Blocked Orders List screen displays. 40 Sybase Unwired Platform

45 Try It Out Source details: RFC ZWW_SALES_DOCUMENT_LIST ZWW_SALES_DOCUMENT_RELEASE MBO Approval Operation Approve Technical details Cache Update Policy for Operation Push implementation 5. Select a blocked order and click Details. The Sales Order Detail screen displays, showing detailed information for the selected blocked order. As a sales manager, you have the authority to approve a blocked order. Click Approve. Sample: Sales Force Automation 41

46 Try It Out 6. Display the MIS reports screen. a) Click the Home icon to return to the application home page. b) Click MIS to display the MIS reports screen. c) Scroll down to see the tabs at the bottom of the screen that you use to select a report: Sales Register or Outstanding: 42 Sybase Unwired Platform

47 Try It Out Source details: RFC ZWW_SALES_ORDERS_LIST MBO Sales Report Technical details Object Query 7. View the sales order register report for a customer. a) From the Customer drop-down list, select a customer. b) Set the number of months to report and click Go. The sales order register report displays for the selected customer. If the customer has no open sales orders, the report is blank. Source details: RFC ZWW_SALES_ORDERS_LIST MBO Sales Report Technical details Object Query 8. View the outstanding MIS report for all customers. a) Scroll down to the bottom of the screen. b) Click Outstanding. Sample: Sales Force Automation 43

48 Try It Out 9. View the outstanding MIS report for a customer. a) From the Customer drop-down list, select a customer. b) Click Go. The outstanding MIS report screen is displayed for the selected customer. If the customer has no outstanding items, the report is blank. 10. When finished: a) Close the emulator, without saving the state. b) Close Visual Studio. These steps leave the environment in a state in which it is ready for you to perform the steps for setting up and using the other application. 44 Sybase Unwired Platform

49 Learn More Learn More For more information about this sample, or to get additional help on using Unwired Platform in your enterprise environment, review these sections as required by your business needs. For information about project artifacts, database schemas, and other detailed information on this sample, see Related Reference on page 45. For information on how to coordinate your self-directed exploration of Unwired Platform samples, tutorials, and documentation, see Learn More about Sybase Unwired Platform on page 50. To get help or more information, see Getting Help on page 51. Related Reference Review reference information to understand the implementational and architectural details of this sample. Sample File Reference Familiarize yourself with files provided for this sample. All project files are extracted into a local directory from the SUP21_SalesForceAutomation.zip file. The table below describes the contents of that file. Folder Contents [root] SalesForceAutomation SalesForceAutomation_MBO SFA_FunctionModules README.txt file, with instructions for setting up sample files, and the PDF file for this document The SalesForceAutomation.sln Visual Studio solution file, containing two projects that make up the Sales Force Automation application for field sales agents that you deploy to the Windows Mobile emulator. Sales Force Automation sample Mobile Application Project, including the defined mobile business objects (MBOs), that you deploy to Unwired Server. SAP RFC source files that you copy into your SAP system Sample: Sales Force Automation 45

50 Learn More Folder SFAApproval Contents The SFAApproval.sln Visual Studio solution file, containing two projects that make up the Sales Force Automation application for sales managers that you deploy to the Windows Mobile emulator. MBO-to-SAP BAPI/RFC Mapping Describes the SAP attributes that are mapped to Mobile Business Objects (MBOs) for the roles used in the Sales Force Automation sample. Field Sales Agent Table 1. Business Operation Mapping Business Operation Mobile Business Object SAP BAPI/RFC Customer Profile Customer ZTEST_CUSTOMER_PROFILE Stock Check StockCheck ZWW_STOCK_CHECK Material Master Material ZWW_MATERIAL_GETLIST Table 2. Function Module: ZTEST_CUSTOMER_PROFILE SL No. Input Field Name Output Field Name 1 VKORG Sales Organization KUNNR Customer Number 1 VTWEG Distribution Channel NAME1 Name1 SPART Division NAME2 Name2 ORT01 STRAS LAND1 TELF1 TELFX KLIMK SKFOR City House number and street Country Key First telephone number Fax Number Customer's credit limit Total receivables (for credit limit check) 46 Sybase Unwired Platform

51 Learn More Table 3. Function Module: ZWW_STOCK_CHECK SL No. Input Field Name Output Field Name 2 MATNR Material Number MATNR Material Number MAKTX MTART WERKS LGORT LABST MEINS Material Description (Short Text) Material Type Plant Storage Location Valuated Unrestricted-Use Stock Base Unit of Measure Table 4. Function Module: ZWW_MATERIAL_GETLIST SL No. Input Field Name Output Field Name 3 WERKS Plant MATNR Material Number WERKS MAKTX Plant Material Description (Short Text) Sales Manager Table 5. Business Operation Mapping Business Operation Mobile Business Object SAP BAPI/RFC Blocked Order List Approve ZWW_SALES_DOCUMENT_LIST Released Blocked Order Approval (Operation) ZWW_SALES_DOCUMENT_RE- LEASE Sales Report SalesReport ZWW_SALES_ORDERS_LIST Customer Outstanding Report CustomerOutstanding ZWW_CUSTOMER_OUTSTAND- ING1 Sample: Sales Force Automation 47

52 Learn More Table 6. Function Module: ZWW_SALES_DOCUMENT_LIST SL No. Input Field Name Output Field Name 1 KKBER Credit Control Area VBELN Sales Document KNKLI Customer's account number with credit limit reference ERDAT Date on Which Record Was Created VBELN Sales and Distribution Document Number NETWR Net Value in Document Currency I_SALES- DOC I_DELIV- ERIES Sales Order VKORG Sales Organization Deliveries VTWEG Distribution Channel SPART VKGRP VKBUR KKBER KNKLI KLIMK SKFOR Division Sales Group Sales Office Credit Control Area Customer's account number with credit limit reference Customer's credit limit Total receivables (for credit limit check) NAME1 Name 1 KWKKC Credit value KLPRZ Credit limit used in % Table 7. Function Module: ZWW_SALES_DOCUMENT_RELEASE SL No. Input Field Name Output Field Name 2 VBELN Sales Document Table 8. Function Module: ZWW_SALES_ORDERS_LIST SL No. Input Field Name Output Field Name 3 KUNNR Customer Number 1 NAME1 Name 1 48 Sybase Unwired Platform

53 Learn More SL No. Input Field Name Output Field Name F_ERDAT Date on which the Record Was Created VKORG Sales Organization T_ERDAT Date on Which Record Was Created VTWEG Distribution Channel SPART Division VBELN Sales Document ERNAM Name of Person who Created the Object ERDAT Date on Which Record Was Created Table 9. Function Module: ZWW_CUSTOMER_OUTSTANDING1 SL No. Input Field Name Output Field Name 4 KUNNR Customer Number 1 KUNNR Customer Number 1 BUKRS Company Code BUKRS Company Code KKBER Credit Control Area KKBER Credit Control Area GJAHR Fiscal Year GJAHR Fiscal Year NAME1 Name 1 ORT01 KNKLI VKORG VKBUR VKGRP VTWEG SPART KLIMK SKFOR City Customer's account number with credit limit reference Sales Organization Sales Office Sales Group Distribution Channel Division Customer's credit limit Total receivables (for credit limit check) Sample: Sales Force Automation 49

54 Learn More Learn More about Sybase Unwired Platform Once you have finished, try some of the other samples or tutorials, or refer to other development documents in the Sybase Unwired Platform documentation set. Check the Sybase Product Documentation Web site regularly for updates: access sybooks.sybase.com/nav/summary.do?prod=1289, then navigate to the most current version. Tutorials Try out some of the other getting started tutorials available on Product Documentation to get a broad view of the development tools available to you. Tutorial Projects Tutorial projects are available for download, if you want the finished tutorial without going through the steps. Download tutorial projects from: rid=/webcontent/uuid/40ea4956-b95c-2e10-11b3-e68c73b2280e. Samples Sample applications are fully developed, working applications that demonstrate the features and capabilities of Sybase Unwired Platform. Check the SAP Development Network (SDN) Web site regularly for new and updated samples: Online Help See the online help that is installed with the product, or the Product Documentation Web site. Developer Guides Learn about using the API to create device applications: Developer Guide: BlackBerry Native Applications Developer Guide: ios Native Applications Developer Guide: Windows and Windows Mobile Native Applications Developer Guide: Mobile Workflow Packages Customize and automate: Developer Guide for Unwired Server Management API customize and automate system administration features. Developer Guide: Unwired Server customize and automate server-side implementations for device applications, and administration, such as data handling. Javadoc and HeaderDoc are also available in the installation directory. 50 Sybase Unwired Platform

55 Learn More Getting Help Each Sybase installation that has purchased a support contract has one or more designated people who are authorized to contact Sybase Technical Support. If you cannot resolve a problem using the online help or other technical documents, have the designated person contact Sybase Technical Support or the Sybase subsidiary in your area. Sample: Sales Force Automation 51

56 Learn More 52 Sybase Unwired Platform

57 APPENDIX: Configuring Your SAP System APPENDIX: Configuring Your SAP System Before you can run the sample application, you must set up several RFCs and configure several business objects on the SAP system that the sample will use. Creating RFCs Copy the source code for ten RFCs into the SAP system supporting this sample. The SAP RFC source files are contained in the SFA_FunctionModules folder, in the directory into which you extracted SUP21_SalesForceAutomation.zip. If you extracted into C:\temp, the RFC source files would be in C:\temp \SFA_FunctionModules. The source for each RFC is in a separate text file. Each text file has the name of the RFC, with a.txt extension. Manually copy the source code for each RFC into the SAP system supporting this sample. Configuring Business Objects and Sample Data Through the user interface in the SAP system supporting this sample, configure a number of business objects and add some sample data. 1. Create a Company Code. Company Code is an organizational unit used in accounting. It is used to structure the business organization from a financial accounting perspective. Path: Enterprise Structure > Definition > Financial Accounting > Edit, Copy, Delete, Check Company Code T-Code: OX02 [ WinfoWare technologies] Sample: Sales Force Automation 53

58 APPENDIX: Configuring Your SAP System 2. Create a Controlling Area. Controlling Area is an organizational unit in Accounting used to subdivide the business organization from a cost accounting standpoint. Path: Enterprise Structure > Definition > Controlling > Maintain Controlling Area T-Code: OX06 [2010 Controlling Area] 54 Sybase Unwired Platform

59 APPENDIX: Configuring Your SAP System 3. Create a Credit Control Area. Credit Control Area is an organizational unit that specifies and checks the credit limit for customers. Path: Enterprise Structure > Definition > Financial Accounting > Define Credit Control Area T-Code: OB45 [2010 WT Credit Control Area] Sample: Sales Force Automation 55

60 APPENDIX: Configuring Your SAP System 4. Create global parameters for Company Code. Chart of Accounts CAIN, Fiscal Year Variant K4, Credit Control Area Path: Financial Accounting > Financial Accounting Global Settings > Company Code > Enter Global Parameters T-Code: [OBY6] 56 Sybase Unwired Platform

61 APPENDIX: Configuring Your SAP System 5. Assign Company Code to Controlling Area. Path: Enterprise Structure > Assignment > Controlling > Assign Company Code to Controlling Area T-Code: [OX19] Sample: Sales Force Automation 57

62 APPENDIX: Configuring Your SAP System 6. Create plants. Path: Enterprise Structure > Definition > Logistics-General > Define, Copy, Delete, Check Plant T-Code: [OX (Plant 1), 2011 (Plant 2), DE01 (Depot 1), DE02 (Depot 2)] 58 Sybase Unwired Platform

63 APPENDIX: Configuring Your SAP System 7. Create storage locations. Path: Enterprise Structure > Definition > Materials Management > Maintain Storage Location T-Code: [OX (2010), 2011 (2011), 2012 (DE01), 2013 (DE02)] Sample: Sales Force Automation 59

64 APPENDIX: Configuring Your SAP System 8. Assign plants to company code. Path: Enterprise Structure > Assignment > Logistics-General > Assign Plant to Company Code T-Code: [OX18] [2010, 2011, DE01, DE02 (2010)] 60 Sybase Unwired Platform

65 APPENDIX: Configuring Your SAP System 9. Create Purchasing Organizations. A Purchasing Organization negotiates the conditions of purchase with vendors for one or more Plants. Path: Enterprise Structure > Definition > Materials Management > Maintain Purchasing Organization T-Code: [OX08 P100, P200] Sample: Sales Force Automation 61

66 APPENDIX: Configuring Your SAP System 10. Assign Purchasing Organizations to Company Code. Path: Enterprise Structure > Assignment > Materials Management > Assign Purchasing Organization to Company Code T-Code: [OX01] [P100, P ] 62 Sybase Unwired Platform

67 APPENDIX: Configuring Your SAP System 11. Create Personnel Areas. Path: Enterprise Structure > Definition > Human Resource Management > Personnel Areas T-Code: [SPRO] Sample: Sales Force Automation 63

68 APPENDIX: Configuring Your SAP System 12. Assign Personnel Areas to Company Code. Path: Enterprise Structure > Assignment > Human Resource Management > Assignment of Personnel Areas to Company Code T-Code: [SPRO] 64 Sybase Unwired Platform

69 APPENDIX: Configuring Your SAP System 13. Create Sales Organizations. Path: Enterprise Structure > Definition > Sales & Distribution > Delete, Copy, Check Sales Organization T-Code: [OVX5] [2010, 2011] 14. Assign Sales Organization to Company Code. Path: Enterprise Structure > Assignment > Sales & Distribution > Assign Sales Organization to Company Code Sample: Sales Force Automation 65

70 APPENDIX: Configuring Your SAP System T-Code: [OVX3] [2010, ] 15. Create Distribution Channels. Path: Enterprise Structure > Definition > Sales & Distribution > Define, Copy, Check Distribution Channel T-Code: [OVXI] [01, 02] 16. Assign Distribution Channels to Sales Organizations, Path: Enterprise Structure > Assignment > Sales & Distribution > Assign Distribution Channel to Sales Organization 66 Sybase Unwired Platform

71 APPENDIX: Configuring Your SAP System T-Code: [01, , 2011] 17. Assign Divisions to Sales Organizations. Path: Enterprise Structure > Assignment > Sales & Distribution > Assign Division to Sales Organization T-Code:[OVXA] [ , 2011] 18. Set up Sales Areas. Path: Enterprise Structure > Assignment > Sales & Distribution > Set up Sales Area Sample: Sales Force Automation 67

72 APPENDIX: Configuring Your SAP System T-Code: [OVXG] [Sales Organization > Distribution Channel > Division] 19. Create Sales Offices. Path: Enterprise Structure > Definition > Sales & Distribution > Maintain Sales Office T-Code: [OVX1] [2010, 2011] 20. Create Sales Groups. Path: Enterprise Structure > Definition > Sales & Distribution > Maintain Sales Group 68 Sybase Unwired Platform

73 APPENDIX: Configuring Your SAP System T-Code: [OVX4] [001, 002, 003, 004] 21. Assign Sales Areas to Sales Offices. Path: Enterprise Structure > Assignment > Sales & Distribution > Assign Sales Area to Sales Office T-Code: [SPRO] [Sales Organization > Distribution Channel > Division > Sales Office] 22. Assign Sales Groups to Sales Offices. Path: Enterprise Structure > Assignment > Sales & Distribution > Assign Sales Group to Sales Office T-Code: [OVXJ] [001, 002, 003, , 2011] Sample: Sales Force Automation 69

74 APPENDIX: Configuring Your SAP System 23. Assign Sales Organizations and Distribution Channels to Plants. Path: Enterprise Structure > Assignment > Sales & Distribution > Assign Sales Organization, Distribution Channel, Plant Combination T-Code: [OVX6] [Sales Organization > Distribution Channel > Plant] 24. Define Shipping Points. 70 Sybase Unwired Platform

75 APPENDIX: Configuring Your SAP System Path: Enterprise Structure > Definition > Logistics Execution > Define, Copy, Delete, Check Shipping Point T-Code: [OVXD] [2010, 2011, 2012, 2013] 25. Assign Shipping Points to Plants. Path: Enterprise Structure > Assignment > Logistics Execution > Assign Shipping Point to Plant T-Code: [OVXC] [ , , 2012 DE01, 2013 DE02] Sample: Sales Force Automation 71

76 APPENDIX: Configuring Your SAP System 26. Create a Loading Point. Path: Enterprise Structure > Definition > Logistics Execution > Maintain Loading Point T-Code: [SPRO] [Loading Point > Shipping Point] [01 (2010), 02 (2011), 03 (2012), 04 (2013)] 72 Sybase Unwired Platform

77 APPENDIX: Configuring Your SAP System 27. Create a Transportation Planning Point. Path: Enterprise Structure > Definition > Logistics Execution > Maintain Transportation Planning Point T-Code: XXX 28. Define Loading Groups. Path: Enterprise Structure > Shipping > Basic Shipping Functions > Shipping Point & Goods Receiving Point Determination > Define Loading Groups T-Code: [SPRO] [0001, 0002] Sample: Sales Force Automation 73

78 APPENDIX: Configuring Your SAP System 29. Define Shipping Conditions. Path: Logistics Execution > Shipping > Basic Shipping Functions > Shipping Point & Goods Receiving Point Determination > Define Shipping Conditions T-Code: [01 (Standard), 02 (Pick-Up), 03 (Immediately), 04 (Transport Service), RE (Returns)] 30. Assign Shipping Points. 74 Sybase Unwired Platform

79 APPENDIX: Configuring Your SAP System Path: Logistics Execution > Shipping > Basic Shipping Functions > Shipping Point & Goods Receiving Point Determination > Assign Shipping Points T-Code: [SPRO] [Shipping Conditions > Loading group > Plant > Shipping Point] 31. Define Transportation Zones. Path: Sales & Distribution > Basic Functions > Routes > Route Determination > Define Transportation Zone T-Code: [OVR1] [ (Region South)] Sample: Sales Force Automation 75

80 APPENDIX: Configuring Your SAP System 32. Determine Routes. Path: Logistics Execution > Shipping > Routes > Route Determination T-Code: [SPRO] [ (South-North Route)] 33. Set up Partner Determination for Customer Master. Path: Sales & Distribution > Basic Functions > Partner Determination > Set up Partner Determination > Set up Partner Determination for Customer Master 76 Sybase Unwired Platform

81 APPENDIX: Configuring Your SAP System T-Code: [SPRO] 34. Set up Partner Determination: Account Groups Function Assignment. Path: Sales & Distribution > Basic Functions > Partner Determination > Set up Partner Determination T-Code: T-Code: [SPRO] General Data: Name: Hindustan Lever Street/House Number: Central Street, Kumara Park West/44 Postal Code: City: Bangalore Country: IN (INDIA) Region: 10 (Karnataka) Transportation Zone: (Region South) Telephone: Fax: Id: Sample: Sales Force Automation 77

82 APPENDIX: Configuring Your SAP System Company Code Data: Reconciliation Account: Terms of Payment: Sybase Unwired Platform

83 APPENDIX: Configuring Your SAP System Sales Area Data: Sales District: CENTRE Customer Group: 01 Currency: INR Price group: 01 (Bulk Buyer) Customer Price Group: 1 (Standard) Delivery Priority: 2 (Normal Item) Shipping Conditions: 01 (Standard) Incoterms: CIF (Costs, Insurance & Freight) Account Assignment group: 01 (Domestic Revenues) Sample: Sales Force Automation 79

84 APPENDIX: Configuring Your SAP System Basic Data 1: Material Name: Win1 (Air conditioner) Base Unit of Measure: EA (Each) Material Group: Sybase Unwired Platform

85 APPENDIX: Configuring Your SAP System Sales, General/Plant: Transportation Group: 0001 (On Pallets) Loading Group: 0001 (Crane) Sample: Sales Force Automation 81

86 APPENDIX: Configuring Your SAP System Accounting 1: Currency: INR Valuation Class: 7900 Price Control: S (Standard Price) 82 Sybase Unwired Platform

87 APPENDIX: Configuring Your SAP System 35. Set up Credit Check for Item Category. Path: Sales & Distribution > Basic Functions > Credit Management / Risk Management > Credit Management/Risk Management Settings > Determine Active Receivables per Item Category T-Code: [SPRO] Sample: Sales Force Automation 83

88 APPENDIX: Configuring Your SAP System Configuring Data Change Notification (DCN) Through the user interface in the SAP system supporting this sample, set up the HTTP connection to allow DCN to automatically send updates to your Unwired Server. 1. Use T-Code SM Press Enter: 3. Collapse HTTP Connections to External Server, then double click on ZWW_SALES_DOCUMENT_RELEASE in the tree view. 4. Fill in this information: RFC Destination ZWW_SALES_DOCUMENT_RELEASE Connection Type G Description 1 To Connect to URL 84 Sybase Unwired Platform

89 APPENDIX: Configuring Your SAP System 5. On the Technical Settings tab, enter the Target Host, Service Number, and Path Prefix: 6. Make sure the Logon & Security tab is filled in like this: Sample: Sales Force Automation 85

90 APPENDIX: Configuring Your SAP System 7. On the Special Options tab, set these values: Timeout ICM Default Timeout HTTP Version HTTP Click Save: A message displays at the bottom of the screen saying, "Destination ZWW_SALES_DOCUMENT_RELEASE saved." 9. Click Connection Test. One of the following messages displays: 86 Sybase Unwired Platform

91 APPENDIX: Configuring Your SAP System Either message indicates that the Unwired Server is accessible from this SAP system and the DCN setup is done correctly. Sample: Sales Force Automation 87

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