A portion of the disclosure of this patent document contains material which is subject to copyright protection. The copyright owner has no objection to the facsimile reproduction by anyone of the patent document or the patent disclosure, as it appears in the Patent and Trademark Office patent file or records, but otherwise reserves all copyright rights whatsoever.
Some details of the subject matter of this specification are described in previously-filed U.S. patent application Ser. No. 11/803,178, entitled “Consistent Set of Interfaces Derived From a Business Object Model”, filed on May 11, 2007, which is hereby incorporated by reference.
The subject matter described herein relates generally to the generation and use of consistent interfaces (or services) derived from a business object model. More particularly, the present disclosure relates to the generation and use of consistent interfaces or services that are suitable for use across industries, across businesses, and across different departments within a business.
Transactions are common among businesses and between business departments within a particular business. During any given transaction, these business entities exchange information. For example, during a sales transaction, numerous business entities may be involved, such as a sales entity that sells merchandise to a customer, a financial institution that handles the financial transaction, and a warehouse that sends the merchandise to the customer. The end-to-end business transaction may require a significant amount of information to be exchanged between the various business entities involved. For example, the customer may send a request for the merchandise as well as some form of payment authorization for the merchandise to the sales entity, and the sales entity may send the financial institution a request for a transfer of funds from the customer's account to the sales entity's account.
Exchanging information between different business entities is not a simple task. This is particularly true because the information used by different business entities is usually tightly tied to the business entity itself. Each business entity may have its own program for handling its part of the transaction. These programs differ from each other because they typically are created for different purposes and because each business entity may use semantics that differ from the other business entities. For example, one program may relate to accounting, another program may relate to manufacturing, and a third program may relate to inventory control. Similarly, one program may identify merchandise using the name of the product while another program may identify the same merchandise using its model number. Further, one business entity may use U.S. dollars to represent its currency while another business entity may use Japanese Yen. A simple difference in formatting, e.g., the use of upper-case lettering rather than lower-case or title-case, makes the exchange of information between businesses a difficult task. Unless the individual businesses agree upon particular semantics, human interaction typically is required to facilitate transactions between these businesses. Because these “heterogeneous” programs are used by different companies or by different business areas within a given company, a need exists for a consistent way to exchange information and perform a business transaction between the different business entities.
Currently, many standards exist that offer a variety of interfaces used to exchange business information. Most of these interfaces, however, apply to only one specific industry and are not consistent between the different standards. Moreover, a number of these interfaces are not consistent within an individual standard.
In a first aspect, a computer-readable medium includes program code for providing a message-based interface for exchanging information about business-related leads. The medium comprises program code for receiving, via a message-based interface exposing at least one service as defined in a service registry and from a heterogeneous application executing in an environment of computer systems providing message-based services, a first message for requesting the maintenance of a lead bundle, including information about potential and/or projected business interests of a business partner and associated interactions based on the business interests over a time period. The first message includes a message package hierarchically organized as a lead bundle maintain request sync message entity and a lead package including at least one lead entity. Each lead entity includes at least one of a marketing responsible employee party entity and a sales responsible employee party entity. The medium further comprises program code for sending a second message to the heterogeneous application responsive to the first message.
Implementations can include the following. Each lead entity further includes at least one of the following: a note entity, an attachment folder entity, at least one item entity, and a prospect party entity. Each lead entity further includes at least one of the following: an object node sender technical identifier (ID), a change state ID, a universally unique identifier (UUID), an ID, a name, a qualification level code, a start date, an end date, a life cycle status code, a group code, an origin type code, a result reason code, and a campaign predecessor reference ID.
In another aspect, a distributed system operates in a landscape of computer systems providing message-based services defined in a service registry. The system comprises a graphical user interface comprising computer readable instructions, embedded on tangible media, for requesting the maintenance of a lead bundle, including information about potential and/or projected business interests of a business partner and associated interactions based on the business interests over a time period, the instructions using a request. The system further comprises a first memory storing a user interface controller for processing the request and involving a message including a message package hierarchically organized as a lead bundle maintain request sync message entity and a lead package including at least one lead entity. Each lead entity includes at least one of a marketing responsible employee party entity and a sales responsible employee party entity. The system further comprises a second memory, remote from the graphical user interface, storing a plurality of service interfaces, wherein one of the service interfaces is operable to process the message via the service interface.
Implementations can include the following. The first memory is remote from the graphical user interface. The first memory is remote from the second memory.
Methods and systems consistent with the subject matter described herein facilitate e-commerce by providing consistent interfaces that are suitable for use across industries, across businesses, and across different departments within a business during a business transaction. To generate consistent interfaces, methods and systems consistent with the subject matter described herein utilize a business object model, which reflects the data that will be used during a given business transaction. An example of a business transaction is the exchange of purchase orders and order confirmations between a buyer and a seller. The business object model is generated in a hierarchical manner to ensure that the same type of data is represented the same way throughout the business object model. This ensures the consistency of the information in the business object model. Consistency is also reflected in the semantic meaning of the various structural elements. That is, each structural element has a consistent business meaning. For example, the location entity, regardless of in which package it is located, refers to a location.
From this business object model, various interfaces are derived to accomplish the functionality of the business transaction. Interfaces provide an entry point for components to access the functionality of an application. For example, the interface for a Purchase Order Request provides an entry point for components to access the functionality of a Purchase Order, in particular, to transmit and/or receive a Purchase Order Request. One skilled in the art will recognize that each of these interfaces may be provided, sold, distributed, utilized, or marketed as a separate product or as a major component of a separate product. Alternatively, a group of related interfaces may be provided, sold, distributed, utilized, or marketed as a product or as a major component of a separate product. Because the interfaces are generated from the business object model, the information in the interfaces is consistent, and the interfaces are consistent among the business entities. Such consistency facilitates heterogeneous business entities in cooperating to accomplish the business transaction.
Generally, the business object is a representation of a type of a uniquely identifiable business entity (an object instance) described by a structural model. In the architecture, processes may typically operate on business objects. Business objects represent a specific view on some well-defined business content. In other words, business objects represent content, which a typical business user would expect and understand with little explanation. Business objects are further categorized as business process objects and master data objects. A master data object is an object that encapsulates master data (i.e., data that is valid for a period of time). A business process object, which is the kind of business object generally found in a process component, is an object that encapsulates transactional data (i.e., data that is valid for a point in time). The term business object will be used generically to refer to a business process object and a master data object, unless the context requires otherwise. Properly implemented, business objects are implemented free of redundancies.
The architectural elements also include the process component. The process component is a software package that realizes a business process and generally exposes its functionality as services. The functionality contains business transactions. In general, the process component contains one or more semantically related business objects. Often, a particular business object belongs to no more than one process component. Interactions between process component pairs involving their respective business objects, process agents, operations, interfaces, and messages are described as process component interactions, which generally determine the interactions of a pair of process components across a deployment unit boundary. Interactions between process components within a deployment unit are typically not constrained by the architectural design and can be implemented in any convenient fashion. Process components may be modular and context-independent. In other words, process components may not be specific to any particular application and as such, may be reusable. In some implementations, the process component is the smallest (most granular) element of reuse in the architecture. An external process component is generally used to represent the external system in describing interactions with the external system; however, this should be understood to require no more of the external system than that able to produce and receive messages as required by the process component that interacts with the external system. For example, process components may include multiple operations that may provide interaction with the external system. Each operation generally belongs to one type of process component in the architecture. Operations can be synchronous or asynchronous, corresponding to synchronous or asynchronous process agents, which will be described below. The operation is often the smallest, separately-callable function, described by a set of data types used as input, output, and fault parameters serving as a signature.
The architectural elements may also include the service interface, referred to simply as the interface. The interface is a named group of operations. The interface often belongs to one process component and process component might contain multiple interfaces. In one implementation, the service interface contains only inbound or outbound operations, but not a mixture of both. One interface can contain both synchronous and asynchronous operations. Normally, operations of the same type (either inbound or outbound) which belong to the same message choreography will belong to the same interface. Thus, generally, all outbound operations to the same other process component are in one interface.
The architectural elements also include the message. Operations transmit and receive messages. Any convenient messaging infrastructure can be used. A message is information conveyed from one process component instance to another, with the expectation that activity will ensue. Operation can use multiple message types for inbound, outbound, or error messages. When two process components are in different deployment units, invocation of an operation of one process component by the other process component is accomplished by the operation on the other process component sending a message to the first process component.
The architectural elements may also include the process agent. Process agents do business processing that involves the sending or receiving of messages. Each operation normally has at least one associated process agent. Each process agent can be associated with one or more operations. Process agents can be either inbound or outbound and either synchronous or asynchronous. Asynchronous outbound process agents are called after a business object changes such as after a “create”, “update”, or “delete” of a business object instance. Synchronous outbound process agents are generally triggered directly by business object. An outbound process agent will generally perform some processing of the data of the business object instance whose change triggered the event. The outbound agent triggers subsequent business process steps by sending messages using well-defined outbound services to another process component, which generally will be in another deployment unit, or to an external system. The outbound process agent is linked to the one business object that triggers the agent, but it is sent not to another business object but rather to another process component. Thus, the outbound process agent can be implemented without knowledge of the exact business object design of the recipient process component. Alternatively, the process agent may be inbound. For example, inbound process agents may be used for the inbound part of a message-based communication. Inbound process agents are called after a message has been received. The inbound process agent starts the execution of the business process step requested in a message by creating or updating one or multiple business object instances. Inbound process agent is not generally the agent of business object but of its process component. Inbound process agent can act on multiple business objects in a process component. Regardless of whether the process agent is inbound or outbound, an agent may be synchronous if used when a process component requires a more or less immediate response from another process component, and is waiting for that response to continue its work.
The architectural elements also include the deployment unit. Each deployment unit may include one or more process components that are generally deployed together on a single computer system platform. Conversely, separate deployment units can be deployed on separate physical computing systems. The process components of one deployment unit can interact with those of another deployment unit using messages passed through one or more data communication networks or other suitable communication channels. Thus, a deployment unit deployed on a platform belonging to one business can interact with a deployment unit software entity deployed on a separate platform belonging to a different and unrelated business, allowing for business-to-business communication. More than one instance of a given deployment unit can execute at the same time, on the same computing system or on separate physical computing systems. This arrangement allows the functionality offered by the deployment unit to be scaled to meet demand by creating as many instances as needed.
Since interaction between deployment units is through process component operations, one deployment unit can be replaced by other another deployment unit as long as the new deployment unit supports the operations depended upon by other deployment units as appropriate. Thus, while deployment units can depend on the external interfaces of process components in other deployment units, deployment units are not dependent on process component interaction within other deployment units. Similarly, process components that interact with other process components or external systems only through messages, e.g., as sent and received by operations, can also be replaced as long as the replacement generally supports the operations of the original.
Services (or interfaces) may be provided in a flexible architecture to support varying criteria between services and systems. The flexible architecture may generally be provided by a service delivery business object. The system may be able to schedule a service asynchronously as necessary, or on a regular basis. Services may be planned according to a schedule manually or automatically. For example, a follow-up service may be scheduled automatically upon completing an initial service. In addition, flexible execution periods may be possible (e.g. hourly, daily, every three months, etc.). Each customer may plan the services on demand or reschedule service execution upon request.
After creating the business scenario, the developers add details to each step of the business scenario (step 104). In particular, for each step of the business scenario, the developers identify the complete process steps performed by each business entity. A discrete portion of the business scenario reflects a “business transaction,” and each business entity is referred to as a “component” of the business transaction. The developers also identify the messages that are transmitted between the components. A “process interaction model” represents the complete process steps between two components.
After creating the process interaction model, the developers create a “message choreography” (step 106), which depicts the messages transmitted between the two components in the process interaction model. The developers then represent the transmission of the messages between the components during a business process in a “business document flow” (step 108). Thus, the business document flow illustrates the flow of information between the business entities during a business process.
During the Contract transaction 220, the SRM 214 sends a Source of Supply Notification 232 to the SCP 210. This step is optional, as illustrated by the optional control line 230 coupling this step to the remainder of the business document flow 200. During the Ordering transaction 222, the SCP 210 sends a Purchase Requirement Request 234 to the FC 212, which forwards a Purchase Requirement Request 236 to the SRM 214. The SRM 214 then sends a Purchase Requirement Confirmation 238 to the FC 212, and the FC 212 sends a Purchase Requirement Confirmation 240 to the SCP 210. The SRM 214 also sends a Purchase Order Request 242 to the Supplier 216, and sends Purchase Order Information 244 to the FC 212. The FC 212 then sends a Purchase Order Planning Notification 246 to the SCP 210. The Supplier 216, after receiving the Purchase Order Request 242, sends a Purchase Order Confirmation 248 to the SRM 214, which sends a Purchase Order Information confirmation message 254 to the FC 212, which sends a message 256 confirming the Purchase Order Planning Notification to the SCP 210. The SRM 214 then sends an Invoice Due Notification 258 to Invoicing 206.
During the Delivery transaction 224, the FC 212 sends a Delivery Execution Request 260 to the SCE 208. The Supplier 216 could optionally (illustrated at control line 250) send a Dispatched Delivery Notification 252 to the SCE 208. The SCE 208 then sends a message 262 to the FC 212 notifying the FC 212 that the request for the Delivery Information was created. The FC 212 then sends a message 264 notifying the SRM 214 that the request for the Delivery Information was created. The FC 212 also sends a message 266 notifying the SCP 210 that the request for the Delivery Information was created. The SCE 208 sends a message 268 to the FC 212 when the goods have been set aside for delivery. The FC 212 sends a message 270 to the SRM 214 when the goods have been set aside for delivery. The FC 212 also sends a message 272 to the SCP 210 when the goods have been set aside for delivery.
The SCE 208 sends a message 274 to the FC 212 when the goods have been delivered. The FC 212 then sends a message 276 to the SRM 214 indicating that the goods have been delivered, and sends a message 278 to the SCP 210 indicating that the goods have been delivered. The SCE 208 then sends an Inventory Change Accounting Notification 280 to Accounting 202, and an Inventory Change Notification 282 to the SCP 210. The FC 212 sends an Invoice Due Notification 284 to Invoicing 206, and SCE 208 sends a Received Delivery Notification 286 to the Supplier 216.
During the Billing/Payment transaction 226, the Supplier 216 sends an Invoice Request 287 to Invoicing 206. Invoicing 206 then sends a Payment Due Notification 288 to Payment 204, a Tax Due Notification 289 to Payment 204, an Invoice Confirmation 290 to the Supplier 216, and an Invoice Accounting Notification 291 to Accounting 202. Payment 204 sends a Payment Request 292 to the Bank 218, and a Payment Requested Accounting Notification 293 to Accounting 202. Bank 218 sends a Bank Statement Information 296 to Payment 204. Payment 204 then sends a Payment Done Information 294 to Invoicing 206 and a Payment Done Accounting Notification 295 to Accounting 202.
Within a business document flow, business documents having the same or similar structures are marked. For example, in the business document flow 200 depicted in
From the business document flow, the developers identify the business documents having identical or similar structures, and use these business documents to create the business object model (step 110). The business object model includes the objects contained within the business documents. These objects are reflected as packages containing related information, and are arranged in a hierarchical structure within the business object model, as discussed below.
Methods and systems consistent with the subject matter described herein then generate interfaces from the business object model (step 112). The heterogeneous programs use instantiations of these interfaces (called “business document objects” below) to create messages (step 114), which are sent to complete the business transaction (step 116). Business entities use these messages to exchange information with other business entities during an end-to-end business transaction. Since the business object model is shared by heterogeneous programs, the interfaces are consistent among these programs. The heterogeneous programs use these consistent interfaces to communicate in a consistent manner, thus facilitating the business transactions.
Standardized Business-to-Business (“B2B”) messages are compliant with at least one of the e-business standards (i.e., they include the business-relevant fields of the standard). The e-business standards include, for example, RosettaNet for the high-tech industry, Chemical Industry Data Exchange (“CIDX”), Petroleum Industry Data Exchange (“PIDX”) for the oil industry, UCCnet for trade, PapiNet for the paper industry, Odette for the automotive industry, HR-XML for human resources, and XML Common Business Library (“xCBL”). Thus, B2B messages enable simple integration of components in heterogeneous system landscapes. Application-to-Application (“A2A”) messages often exceed the standards and thus may provide the benefit of the full functionality of application components. Although various steps of
As discussed above, methods and systems consistent with the subject matter described herein create consistent interfaces by generating the interfaces from a business object model. Details regarding the creation of the business object model, the generation of an interface from the business object model, and the use of an interface generated from the business object model are provided below.
Turning to the illustrated embodiment in
As illustrated (but not required), the server 302 is communicably coupled with a relatively remote repository 335 over a portion of the network 312. The repository 335 is any electronic storage facility, data processing center, or archive that may supplement or replace local memory (such as 327). The repository 335 may be a central database communicably coupled with the one or more servers 302 and the clients 304 via a virtual private network (VPN), SSH (Secure Shell) tunnel, or other secure network connection. The repository 335 may be physically or logically located at any appropriate location including in one of the example enterprises or off-shore, so long as it remains operable to store information associated with the environment 300 and communicate such data to the server 302 or at least a subset of plurality of the clients 304.
Illustrated server 302 includes local memory 327. Memory 327 may include any memory or database module and may take the form of volatile or non-volatile memory including, without limitation, magnetic media, optical media, random access memory (RAM), read-only memory (ROM), removable media, or any other suitable local or remote memory component. Illustrated memory 327 includes an exchange infrastructure (“XI”) 314, which is an infrastructure that supports the technical interaction of business processes across heterogeneous system environments. XI 314 centralizes the communication between components within a business entity and between different business entities. When appropriate, XI 314 carries out the mapping between the messages. XI 314 integrates different versions of systems implemented on different platforms (e.g., Java and ABAP). XI 314 is based on an open architecture, and makes use of open standards, such as eXtensible Markup Language (XML)™ and Java environments. XI 314 offers services that are useful in a heterogeneous and complex system landscape. In particular, XI 314 offers a runtime infrastructure for message exchange, configuration options for managing business processes and message flow, and options for transforming message contents between sender and receiver systems.
XI 314 stores data types 316, a business object model 318, and interfaces 320. The details regarding the business object model are described below. Data types 316 are the building blocks for the business object model 318. The business object model 318 is used to derive consistent interfaces 320. XI 314 allows for the exchange of information from a first company having one computer system to a second company having a second computer system over network 312 by using the standardized interfaces 320.
While not illustrated, memory 327 may also include business objects and any other appropriate data such as services, interfaces, VPN applications or services, firewall policies, a security or access log, print or other reporting files, HTML files or templates, data classes or object interfaces, child software applications or sub-systems, and others. This stored data may be stored in one or more logical or physical repositories. In some embodiments, the stored data (or pointers thereto) may be stored in one or more tables in a relational database described in terms of SQL statements or scripts. In the same or other embodiments, the stored data may also be formatted, stored, or defined as various data structures in text files, XML documents, Virtual Storage Access Method (VSAM) files, flat files, Btrieve files, comma-separated-value (CSV) files, internal variables, or one or more libraries. For example, a particular data service record may merely be a pointer to a particular piece of third party software stored remotely. In another example, a particular data service may be an internally stored software object usable by authenticated customers or internal development. In short, the stored data may comprise one table or file or a plurality of tables or files stored on one computer or across a plurality of computers in any appropriate format. Indeed, some or all of the stored data may be local or remote without departing from the scope of this disclosure and store any type of appropriate data.
Server 302 also includes processor 325. Processor 325 executes instructions and manipulates data to perform the operations of server 302 such as, for example, a central processing unit (CPU), a blade, an application specific integrated circuit (ASIC), or a field-programmable gate array (FPGA). Although
At a high level, business application 330 is any application, program, module, process, or other software that utilizes or facilitates the exchange of information via messages (or services) or the use of business objects. For example, application 330 may implement, utilize or otherwise leverage an enterprise service-oriented architecture (enterprise SOA), which may be considered a blueprint for an adaptable, flexible, and open IT architecture for developing services-based, enterprise-scale business solutions. This example enterprise service may be a series of web services combined with business logic that can be accessed and used repeatedly to support a particular business process. Aggregating web services into business-level enterprise services helps provide a more meaningful foundation for the task of automating enterprise-scale business scenarios Put simply, enterprise services help provide a holistic combination of actions that are semantically linked to complete the specific task, no matter how many cross-applications are involved. In certain cases, environment 300 may implement a composite application 330, as described below in
More specifically, as illustrated in
Returning to
Network 312 facilitates wireless or wireline communication between computer server 302 and any other local or remote computer, such as clients 304. Network 312 may be all or a portion of an enterprise or secured network. In another example, network 312 may be a VPN merely between server 302 and client 304 across wireline or wireless link. Such an example wireless link may be via 802.11a, 802.11b, 802.11g, 802.20, WiMax, and many others. While illustrated as a single or continuous network, network 312 may be logically divided into various sub-nets or virtual networks without departing from the scope of this disclosure, so long as at least portion of network 312 may facilitate communications between server 302 and at least one client 304. For example, server 302 may be communicably coupled to one or more “local” repositories through one sub-net while communicably coupled to a particular client 304 or “remote” repositories through another. In other words, network 312 encompasses any internal or external network, networks, sub-network, or combination thereof operable to facilitate communications between various computing components in environment 300. Network 312 may communicate, for example, Internet Protocol (IP) packets, Frame Relay frames, Asynchronous Transfer Mode (ATM) cells, voice, video, data, and other suitable information between network addresses. Network 312 may include one or more local area networks (LANs), radio access networks (RANs), metropolitan area networks (MANs), wide area networks (WANs), all or a portion of the global computer network known as the Internet, and/or any other communication system or systems at one or more locations. In certain embodiments, network 312 may be a secure network associated with the enterprise and certain local or remote vendors 306 and customers 308. As used in this disclosure, customer 308 is any person, department, organization, small business, enterprise, or any other entity that may use or request others to use environment 300. As described above, vendors 306 also may be local or remote to customer 308. Indeed, a particular vendor 306 may provide some content to business application 330, while receiving or purchasing other content (at the same or different times) as customer 308. As illustrated, customer 308 and vendor 306 each typically perform some processing (such as uploading or purchasing content) using a computer, such as client 304.
Client 304 is any computing device operable to connect or communicate with server 302 or network 312 using any communication link. For example, client 304 is intended to encompass a personal computer, touch screen terminal, workstation, network computer, kiosk, wireless data port, smart phone, personal data assistant (PDA), one or more processors within these or other devices, or any other suitable processing device used by or for the benefit of business 308, vendor 306, or some other user or entity. At a high level, each client 304 includes or executes at least GUI 336 and comprises an electronic computing device operable to receive, transmit, process and store any appropriate data associated with environment 300. It will be understood that there may be any number of clients 304 communicably coupled to server 302. Further, “client 304,” “business,” “business analyst,” “end user,” and “user” may be used interchangeably as appropriate without departing from the scope of this disclosure. Moreover, for ease of illustration, each client 304 is described in terms of being used by one user. But this disclosure contemplates that many users may use one computer or that one user may use multiple computers. For example, client 304 may be a PDA operable to wirelessly connect with external or unsecured network. In another example, client 304 may comprise a laptop that includes an input device, such as a keypad, touch screen, mouse, or other device that can accept information, and an output device that conveys information associated with the operation of server 302 or clients 304, including digital data, visual information, or GUI 336. Both the input device and output device may include fixed or removable storage media such as a magnetic computer disk, CD-ROM, or other suitable media to both receive input from and provide output to users of clients 304 through the display, namely the client portion of GUI or application interface 336.
GUI 336 comprises a graphical user interface operable to allow the user of client 304 to interface with at least a portion of environment 300 for any suitable purpose, such as viewing application or other transaction data. Generally, GUI 336 provides the particular user with an efficient and user-friendly presentation of data provided by or communicated within environment 300. For example, GUI 336 may present the user with the components and information that is relevant to their task, increase reuse of such components, and facilitate a sizable developer community around those components. GUI 336 may comprise a plurality of customizable frames or views having interactive fields, pull-down lists, and buttons operated by the user. For example, GUI 336 is operable to display data involving business objects and interfaces in a user-friendly form based on the user context and the displayed data. In another example, GUI 336 is operable to display different levels and types of information involving business objects and interfaces based on the identified or supplied user role. GUI 336 may also present a plurality of portals or dashboards. For example, GUI 336 may display a portal that allows users to view, create, and manage historical and real-time reports including role-based reporting and such. Of course, such reports may be in any appropriate output format including PDF, HTML, and printable text. Real-time dashboards often provide table and graph information on the current state of the data, which may be supplemented by business objects and interfaces. It should be understood that the term graphical user interface may be used in the singular or in the plural to describe one or more graphical user interfaces and each of the displays of a particular graphical user interface. Indeed, reference to GUI 336 may indicate a reference to the front-end or a component of business application 330, as well as the particular interface accessible via client 304, as appropriate, without departing from the scope of this disclosure. Therefore, GUI 336 contemplates any graphical user interface, such as a generic web browser or touchscreen, that processes information in environment 300 and efficiently presents the results to the user. Server 302 can accept data from client 304 via the web browser (e.g., Microsoft Internet Explorer or Netscape Navigator) and return the appropriate HTML or XML responses to the browser using network 312.
More generally in environment 300 as depicted in
Various components of the present disclosure may be modeled using a model-driven environment. For example, the model-driven framework or environment may allow the developer to use simple drag-and-drop techniques to develop pattern-based or freestyle user interfaces and define the flow of data between them. The result could be an efficient, customized, visually rich online experience. In some cases, this model-driven development may accelerate the application development process and foster business-user self-service. It further enables business analysts or IT developers to compose visually rich applications that use analytic services, enterprise services, remote function calls (RFCs), APIs, and stored procedures. In addition, it may allow them to reuse existing applications and create content using a modeling process and a visual user interface instead of manual coding.
According to some embodiments, a modeler (or other analyst) may use the model-driven modeling environment 516 to create pattern-based or freestyle user interfaces using simple drag-and-drop services. Because this development may be model-driven, the modeler can typically compose an application using models of business objects without having to write much, if any, code. In some cases, this example modeling environment 516 may provide a personalized, secure interface that helps unify enterprise applications, information, and processes into a coherent, role-based portal experience. Further, the modeling environment 516 may allow the developer to access and share information and applications in a collaborative environment. In this way, virtual collaboration rooms allow developers to work together efficiently, regardless of where they are located, and may enable powerful and immediate communication that crosses organizational boundaries while enforcing security requirements. Indeed, the modeling environment 516 may provide a shared set of services for finding, organizing, and accessing unstructured content stored in third-party repositories and content management systems across various networks 312. Classification tools may automate the organization of information, while subject-matter experts and content managers can publish information to distinct user audiences. Regardless of the particular implementation or architecture, this modeling environment 516 may allow the developer to easily model hosted business objects 140 using this model-driven approach.
In certain embodiments, the modeling environment 516 may implement or utilize a generic, declarative, and executable GUI language (generally described as XGL). This example XGL is generally independent of any particular GUI framework or runtime platform. Further, XGL is normally not dependent on characteristics of a target device on which the graphic user interface is to be displayed and may also be independent of any programming language. XGL is used to generate a generic representation (occasionally referred to as the XGL representation or XGL-compliant representation) for a design-time model representation. The XGL representation is thus typically a device-independent representation of a GUI. The XGL representation is declarative in that the representation does not depend on any particular GUI framework, runtime platform, device, or programming language. The XGL representation can be executable and therefore can unambiguously encapsulate execution semantics for the GUI described by a model representation. In short, models of different types can be transformed to XGL representations.
The XGL representation may be used for generating representations of various different GUIs and supports various GUI features including full windowing and componentization support, rich data visualizations and animations, rich modes of data entry and user interactions, and flexible connectivity to any complex application data services. While a specific embodiment of XGL is discussed, various other types of XGLs may also be used in alternative embodiments. In other words, it will be understood that XGL is used for example description only and may be read to include any abstract or modeling language that can be generic, declarative, and executable.
Turning to the illustrated embodiment in
Illustrated modeling environment 516 also includes an abstract representation generator (or XGL generator) 504 operable to generate an abstract representation (for example, XGL representation or XGL-compliant representation) 506 based upon model representation 502. Abstract representation generator 504 takes model representation 502 as input and outputs abstract representation 506 for the model representation. Model representation 502 may include multiple instances of various forms or types depending on the tool/language used for the modeling. In certain cases, these various different model representations may each be mapped to one or more abstract representations 506. Different types of model representations may be transformed or mapped to XGL representations. For each type of model representation, mapping rules may be provided for mapping the model representation to the XGL representation 506. Different mapping rules may be provided for mapping a model representation to an XGL representation.
This XGL representation 506 that is created from a model representation may then be used for processing in the runtime environment. For example, the XGL representation 506 may be used to generate a machine-executable runtime GUI (or some other runtime representation) that may be executed by a target device. As part of the runtime processing, the XGL representation 506 may be transformed into one or more runtime representations, which may indicate source code in a particular programming language, machine-executable code for a specific runtime environment, executable GUI, and so forth, which may be generated for specific runtime environments and devices. Since the XGL representation 506, rather than the design-time model representation, is used by the runtime environment, the design-time model representation is decoupled from the runtime environment. The XGL representation 506 can thus serve as the common ground or interface between design-time user interface modeling tools and a plurality of user interface runtime frameworks. It provides a self-contained, closed, and deterministic definition of all aspects of a graphical user interface in a device-independent and programming-language independent manner. Accordingly, abstract representation 506 generated for a model representation 502 is generally declarative and executable in that it provides a representation of the GUI of model representation 502 that is not dependent on any device or runtime platform, is not dependent on any programming language, and unambiguously encapsulates execution semantics for the GUI. The execution semantics may include, for example, identification of various components of the GUI, interpretation of connections between the various GUI components, information identifying the order of sequencing of events, rules governing dynamic behavior of the GUI, rules governing handling of values by the GUI, and the like. The abstract representation 506 is also not GUI runtime-platform specific. The abstract representation 506 provides a self-contained, closed, and deterministic definition of all aspects of a graphical user interface that is device independent and language independent.
Abstract representation 506 is such that the appearance and execution semantics of a GUI generated from the XGL representation work consistently on different target devices irrespective of the GUI capabilities of the target device and the target device platform. For example, the same XGL representation may be mapped to appropriate GUIs on devices of differing levels of GUI complexity (i.e., the same abstract representation may be used to generate a GUI for devices that support simple GUIs and for devices that can support complex GUIs), the GUI generated by the devices are consistent with each other in their appearance and behavior.
Abstract representation generator 504 may be configured to generate abstract representation 506 for models of different types, which may be created using different modeling tools 340. It will be understood that modeling environment 516 may include some, none, or other sub-modules or components as those shown in this example illustration. In other words, modeling environment 516 encompasses the design-time environment (with or without the abstract generator or the various representations), a modeling toolkit (such as 340) linked with a developer's space, or any other appropriate software operable to decouple models created during design-time from the runtime environment. Abstract representation 506 provides an interface between the design time environment and the runtime environment. As shown, this abstract representation 506 may then be used by runtime processing.
As part of runtime processing, modeling environment 516 may include various runtime tools 508 and may generate different types of runtime representations based upon the abstract representation 506. Examples of runtime representations include device or language-dependent (or specific) source code, runtime platform-specific machine-readable code, GUIs for a particular target device, and the like. The runtime tools 508 may include compilers, interpreters, source code generators, and other such tools that are configured to generate runtime platform-specific or target device-specific runtime representations of abstract representation 506. The runtime tool 508 may generate the runtime representation from abstract representation 506 using specific rules that map abstract representation 506 to a particular type of runtime representation. These mapping rules may be dependent on the type of runtime tool, characteristics of the target device to be used for displaying the GUI, runtime platform, and/or other factors. Accordingly, mapping rules may be provided for transforming the abstract representation 506 to any number of target runtime representations directed to one or more target GUI runtime platforms. For example, XGL-compliant code generators may conform to semantics of XGL, as described below. XGL-compliant code generators may ensure that the appearance and behavior of the generated user interfaces is preserved across a plurality of target GUI frameworks, while accommodating the differences in the intrinsic characteristics of each and also accommodating the different levels of capability of target devices.
For example, as depicted in example
It should be apparent that abstract representation 506 may be used to generate GUIs for Extensible Application Markup Language (XAML) or various other runtime platforms and devices. The same abstract representation 506 may be mapped to various runtime representations and device-specific and runtime platform-specific GUIs. In general, in the runtime environment, machine executable instructions specific to a runtime environment may be generated based upon the abstract representation 506 and executed to generate a GUI in the runtime environment. The same XGL representation may be used to generate machine executable instructions specific to different runtime environments and target devices.
According to certain embodiments, the process of mapping a model representation 502 to an abstract representation 506 and mapping an abstract representation 506 to some runtime representation may be automated. For example, design tools may automatically generate an abstract representation for the model representation using XGL and then use the XGL abstract representation to generate GUIs that are customized for specific runtime environments and devices. As previously indicated, mapping rules may be provided for mapping model representations to an XGL representation. Mapping rules may also be provided for mapping an XGL representation to a runtime platform-specific representation.
Since the runtime environment uses abstract representation 506 rather than model representation 502 for runtime processing, the model representation 502 that is created during design-time is decoupled from the runtime environment. Abstract representation 506 thus provides an interface between the modeling environment and the runtime environment. As a result, changes may be made to the design time environment, including changes to model representation 502 or changes that affect model representation 502, generally to not substantially affect or impact the runtime environment or tools used by the runtime environment. Likewise, changes may be made to the runtime environment generally to not substantially affect or impact the design time environment. A designer or other developer can thus concentrate on the design aspects and make changes to the design without having to worry about the runtime dependencies such as the target device platform or programming language dependencies.
One or more runtime representations 550a, including GUIs for specific runtime environment platforms, may be generated from abstract representation 506. A device-dependent runtime representation may be generated for a particular type of target device platform to be used for executing and displaying the GUI encapsulated by the abstract representation. The GUIs generated from abstract representation 506 may comprise various types of GUI elements such as buttons, windows, scrollbars, input boxes, etc. Rules may be provided for mapping an abstract representation to a particular runtime representation. Various mapping rules may be provided for different runtime environment platforms.
Methods and systems consistent with the subject matter described herein provide and use interfaces 320 derived from the business object model 318 suitable for use with more than one business area, for example different departments within a company such as finance, or marketing. Also, they are suitable across industries and across businesses. Interfaces 320 are used during an end-to-end business transaction to transfer business process information in an application-independent manner. For example the interfaces can be used for fulfilling a sales order.
1. Message Overview
To perform an end-to-end business transaction, consistent interfaces are used to create business documents that are sent within messages between heterogeneous programs or modules.
a) Message Categories
As depicted in
(1) Information
Information 606 is a message sent from a sender 602 to a recipient 604 concerning a condition or a statement of affairs. No reply to information is expected. Information 606 is sent to make business partners or business applications aware of a situation. Information 606 is not compiled to be application-specific. Examples of “information” are an announcement, advertising, a report, planning information, and a message to the business warehouse.
(2) Notification
A notification 608 is a notice or message that is geared to a service. A sender 602 sends the notification 608 to a recipient 604. No reply is expected for a notification. For example, a billing notification relates to the preparation of an invoice while a dispatched delivery notification relates to preparation for receipt of goods.
(3) Query
A query 610 is a question from a sender 602 to a recipient 604 to which a response 612 is expected. A query 610 implies no assurance or obligation on the part of the sender 602. Examples of a query 610 are whether space is available on a specific flight or whether a specific product is available. These queries do not express the desire for reserving the flight or purchasing the product.
(4) Response
A response 612 is a reply to a query 610. The recipient 604 sends the response 612 to the sender 602. A response 612 generally implies no assurance or obligation on the part of the recipient 604. The sender 602 is not expected to reply. Instead, the process is concluded with the response 612. Depending on the business scenario, a response 612 also may include a commitment, i.e., an assurance or obligation on the part of the recipient 604. Examples of responses 612 are a response stating that space is available on a specific flight or that a specific product is available. With these responses, no reservation was made.
(5) Request
A request 614 is a binding requisition or requirement from a sender 602 to a recipient 604. Depending on the business scenario, the recipient 604 can respond to a request 614 with a confirmation 616. The request 614 is binding on the sender 602. In making the request 614, the sender 602 assumes, for example, an obligation to accept the services rendered in the request 614 under the reported conditions. Examples of a request 614 are a parking ticket, a purchase order, an order for delivery and a job application.
(6) Confirmation
A confirmation 616 is a binding reply that is generally made to a request 614. The recipient 604 sends the confirmation 616 to the sender 602. The information indicated in a confirmation 616, such as deadlines, products, quantities and prices, can deviate from the information of the preceding request 614. A request 614 and confirmation 616 may be used in negotiating processes. A negotiating process can consist of a series of several request 614 and confirmation 616 messages. The confirmation 616 is binding on the recipient 604. For example, 100 units of X may be ordered in a purchase order request; however, only the delivery of 80 units is confirmed in the associated purchase order confirmation.
b) Message Choreography
A message choreography is a template that specifies the sequence of messages between business entities during a given transaction. The sequence with the messages contained in it describes in general the message “lifecycle” as it proceeds between the business entities. If messages from a choreography are used in a business transaction, they appear in the transaction in the sequence determined by the choreography. This illustrates the template character of a choreography, i.e., during an actual transaction, it is not necessary for all messages of the choreography to appear. Those messages that are contained in the transaction, however, follow the sequence within the choreography. A business transaction is thus a derivation of a message choreography. The choreography makes it possible to determine the structure of the individual message types more precisely and distinguish them from one another.
2. Components of the Business Object Model
The overall structure of the business object model ensures the consistency of the interfaces that are derived from the business object model. The derivation ensures that the same business-related subject matter or concept is represented and structured in the same way in all interfaces.
The business object model defines the business-related concepts at a central location for a number of business transactions. In other words, it reflects the decisions made about modeling the business entities of the real world acting in business transactions across industries and business areas. The business object model is defined by the business objects and their relationship to each other (the overall net structure).
Each business object is generally a capsule with an internal hierarchical structure, behavior offered by its operations, and integrity constraints. Business objects are semantically disjoint, i.e., the same business information is represented once. In the business object model, the business objects are arranged in an ordering framework. From left to right, they are arranged according to their existence dependency to each other. For example, the customizing elements may be arranged on the left side of the business object model, the strategic elements may be arranged in the center of the business object model, and the operative elements may be arranged on the right side of the business object model. Similarly, the business objects are arranged from the top to the bottom based on defined order of the business areas, e.g., finance could be arranged at the top of the business object model with CRM below finance and SRM below CRM.
To ensure the consistency of interfaces, the business object model may be built using standardized data types as well as packages to group related elements together, and package templates and entity templates to specify the arrangement of packages and entities within the structure.
a) Data Types
Data types are used to type object entities and interfaces with a structure. This typing can include business semantic. Such data types may include those generally described at pages 96 through 1642 (which are incorporated by reference herein) of U.S. patent application Ser. No. 11/803,178, filed on May 11, 2007 and entitled “Consistent Set Of Interfaces Derived From A Business Object Model”. For example, the data type BusinessTransactionDocumentID is a unique identifier for a document in a business transaction. Also, as an example, Data type BusinessTransactionDocumentParty contains the information that is exchanged in business documents about a party involved in a business transaction, and includes the party's identity, the party's address, the party's contact person and the contact person's address. BusinessTransactionDocumentParty also includes the role of the party, e.g., a buyer, seller, product recipient, or vendor.
The data types are based on Core Component Types (“CCTs”), which themselves are based on the World Wide Web Consortium (“W3C”) data types. “Global” data types represent a business situation that is described by a fixed structure. Global data types include both context-neutral generic data types (“GDTs”) and context-based context data types (“CDTs”). GDTs contain business semantics, but are application-neutral, i.e., without context. CDTs, on the other hand, are based on GDTs and form either a use-specific view of the GDTs, or a context-specific assembly of GDTs or CDTs. A message is typically constructed with reference to a use and is thus a use-specific assembly of GDTs and CDTs. The data types can be aggregated to complex data types.
To achieve a harmonization across business objects and interfaces, the same subject matter is typed with the same data type. For example, the data type “GeoCoordinates” is built using the data type “Measure” so that the measures in a GeoCoordinate (i.e., the latitude measure and the longitude measure) are represented the same as other “Measures” that appear in the business object model.
b) Entities
Entities are discrete business elements that are used during a business transaction. Entities are not to be confused with business entities or the components that interact to perform a transaction. Rather, “entities” are one of the layers of the business object model and the interfaces. For example, a Catalogue entity is used in a Catalogue Publication Request and a Purchase Order is used in a Purchase Order Request. These entities are created using the data types defined above to ensure the consistent representation of data throughout the entities.
c) Packages
Packages group the entities in the business object model and the resulting interfaces into groups of semantically associated information. Packages also may include “sub”-packages, i.e., the packages may be nested.
Packages may group elements together based on different factors, such as elements that occur together as a rule with regard to a business-related aspect. For example, as depicted in
Packages also may combine different components that result in a new object. For example, as depicted in
Another grouping within a package may be subtypes within a type. In these packages, the components are specialized forms of a generic package. For example, as depicted in
Packages also may be used to represent hierarchy levels. For example, as depicted in
Packages can be represented in the XML schema as a comment. One advantage of this grouping is that the document structure is easier to read and is more understandable. The names of these packages are assigned by including the object name in brackets with the suffix “Package.” For example, as depicted in
d) Relationships
Relationships describe the interdependencies of the entities in the business object model, and are thus an integral part of the business object model.
(1) Cardinality of Relationships
(2) Types of Relationships
(a) Composition
A composition or hierarchical relationship type is a strong whole-part relationship which is used to describe the structure within an object. The parts, or dependent entities, represent a semantic refinement or partition of the whole, or less dependent entity. For example, as depicted in
(b) Aggregation
An aggregation or an aggregating relationship type is a weak whole-part relationship between two objects. The dependent object is created by the combination of one or several less dependent objects. For example, as depicted in
(c) Association
An association or a referential relationship type describes a relationship between two objects in which the dependent object refers to the less dependent object. For example, as depicted in
(3) Specialization
Entity types may be divided into subtypes based on characteristics of the entity types. For example,
Subtypes may be defined based on related attributes. For example, although ships and cars are both vehicles, ships have an attribute, “draft,” that is not found in cars. Subtypes also may be defined based on certain methods that can be applied to entities of this subtype and that modify such entities. For example, “drop anchor” can be applied to ships. If outgoing relationships to a specific object are restricted to a subset, then a subtype can be defined which reflects this subset.
As depicted in
e) Structural Patterns
(1) Item
An item is an entity type which groups together features of another entity type. Thus, the features for the entity type chart of accounts are grouped together to form the entity type chart of accounts item. For example, a chart of accounts item is a category of values or value flows that can be recorded or represented in amounts of money in accounting, while a chart of accounts is a superordinate list of categories of values or value flows that is defined in accounting.
The cardinality between an entity type and its item is often either 1:n or 1:cn. For example, in the case of the entity type chart of accounts, there is a hierarchical relationship of the cardinality 1:n with the entity type chart of accounts item since a chart of accounts has at least one item in all cases.
(2) Hierarchy
A hierarchy describes the assignment of subordinate entities to superordinate entities and vice versa, where several entities of the same type are subordinate entities that have, at most, one directly superordinate entity. For example, in the hierarchy depicted in FIG. 19, entity B 1902 is subordinate to entity A 1900, resulting in the relationship (A,B) 1912. Similarly, entity C 1904 is subordinate to entity A 1900, resulting in the relationship (A,C) 1914. Entity D 1906 and entity E 1908 are subordinate to entity B 1902, resulting in the relationships (B,D) 1916 and (B,E) 1918, respectively. Entity F 1910 is subordinate to entity C 1904, resulting in the relationship (C,F) 1920.
Because each entity has at most one superordinate entity, the cardinality between a subordinate entity and its superordinate entity is 1:c. Similarly, each entity may have 0, 1 or many subordinate entities. Thus, the cardinality between a superordinate entity and its subordinate entity is 1:cn.
3. Creation of the Business Object Model
As discussed above, the designers create message choreographies that specify the sequence of messages between business entities during a transaction. After identifying the messages, the developers identify the fields contained in one of the messages (step 2100,
Next, the designers determine the proper name for the object according to the ISO 11179 naming standards (step 2104). In the example above, the proper name for the “Main Object” is “Purchase Order.” After naming the object, the system that is creating the business object model determines whether the object already exists in the business object model (step 2106). If the object already exists, the system integrates new attributes from the message into the existing object (step 2108), and the process is complete.
If at step 2106 the system determines that the object does not exist in the business object model, the designers model the internal object structure (step 2110). To model the internal structure, the designers define the components. For the above example, the designers may define the components identified below.
During the step of modeling the internal structure, the designers also model the complete internal structure by identifying the compositions of the components and the corresponding cardinalities, as shown below.
After modeling the internal object structure, the developers identify the subtypes and generalizations for all objects and components (step 2112). For example, the Purchase Order may have subtypes Purchase Order Update, Purchase Order Cancellation and Purchase Order Information. Purchase Order Update may include Purchase Order Request, Purchase Order Change, and Purchase Order Confirmation. Moreover, Party may be identified as the generalization of Buyer and Seller. The subtypes and generalizations for the above example are shown below.
After identifying the subtypes and generalizations, the developers assign the attributes to these components (step 2114). The attributes for a portion of the components are shown below.
The system then determines whether the component is one of the object nodes in the business object model (step 2116,
During the integration step, the designers classify the relationship (i.e., aggregation or association) between the object node and the object being integrated into the business object model. The system also integrates the new attributes into the object node (step 2120). If at step 2116, the system determines that the component is not in the business object model, the system adds the component to the business object model (step 2122).
Regardless of whether the component was in the business object model at step 2116, the next step in creating the business object model is to add the integrity rules (step 2124). There are several levels of integrity rules and constraints which should be described. These levels include consistency rules between attributes, consistency rules between components, and consistency rules to other objects. Next, the designers determine the services offered, which can be accessed via interfaces (step 2126). The services offered in the example above include PurchaseOrderCreateRequest, PurchaseOrderCancellationRequest, and PurchaseOrderReleaseRequest. The system then receives an indication of the location for the object in the business object model (step 2128). After receiving the indication of the location, the system integrates the object into the business object model (step 2130).
4. Structure of the Business Object Model
The business object model, which serves as the basis for the process of generating consistent interfaces, includes the elements contained within the interfaces. These elements are arranged in a hierarchical structure within the business object model.
5. Interfaces Derived from Business Object Model
Interfaces are the starting point of the communication between two business entities. The structure of each interface determines how one business entity communicates with another business entity. The business entities may act as a unified whole when, based on the business scenario, the business entities know what an interface contains from a business perspective and how to fill the individual elements or fields of the interface. As illustrated in
As illustrated in
To illustrate the hierarchization process,
For example, object A 27016, object B 27018, and object C 27020 have information that characterize object X. Because object A 27016, object B 27018, and object C 27020 are superordinate to leading object X 27014, the dependencies of these relationships change so that object A 27016, object B 27018, and object C 27020 become dependent and subordinate to leading object X 27014. This procedure is known as “derivation of the business document object by hierarchization.”
Business-related objects generally have an internal structure (parts). This structure can be complex and reflect the individual parts of an object and their mutual dependency. When creating the operation signature, the internal structure of an object is strictly hierarchized. Thus, dependent parts keep their dependency structure, and relationships between the parts within the object that do not represent the hierarchical structure are resolved by prioritizing one of the relationships.
Relationships of object X to external objects that are referenced and whose information characterizes object X are added to the operation signature. Such a structure can be quite complex (see, for example,
The newly created business document object contains all required information, including the incorporated master data information of the referenced objects. As depicted in
The following provides certain rules that can be adopted singly or in combination with regard to the hierarchization process. A business document object always refers to a leading business document object and is derived from this object. The name of the root entity in the business document entity is the name of the business object or the name of a specialization of the business object or the name of a service specific view onto the business object. The nodes and elements of the business object that are relevant (according to the semantics of the associated message type) are contained as entities and elements in the business document object.
The name of a business document entity is predefined by the name of the corresponding business object node. The name of the superordinate entity is not repeated in the name of the business document entity. The “full” semantic name results from the concatenation of the entity names along the hierarchical structure of the business document object.
The structure of the business document object is, except for deviations due to hierarchization, the same as the structure of the business object. The cardinalities of the business document object nodes and elements are adopted identically or more restrictively to the business document object. An object from which the leading business object is dependent can be adopted to the business document object. For this arrangement, the relationship is inverted, and the object (or its parts, respectively) are hierarchically subordinated in the business document object.
Nodes in the business object representing generalized business information can be adopted as explicit entities to the business document object (generally speaking, multiply TypeCodes out). When this adoption occurs, the entities are named according to their more specific semantic (name of TypeCode becomes prefix). Party nodes of the business object are modeled as explicit entities for each party role in the business document object. These nodes are given the name <Prefix> <Party Role>Party, for example, BuyerParty, ItemBuyerParty. BTDReference nodes are modeled as separate entities for each reference type in the business document object. These nodes are given the name <Qualifier> <BO> <Node>Reference, for example SalesOrderReference, OriginSalesOrderReference, SalesOrderItemReference. A product node in the business object comprises all of the information on the Product, ProductCategory, and Batch. This information is modeled in the business document object as explicit entities for Product, ProductCategory, and Batch.
Entities which are connected by a 1:1 relationship as a result of hierarchization can be combined to a single entity, if they are semantically equivalent. Such a combination can often occurs if a node in the business document object that results from an assignment node is removed because it does not have any elements.
The message type structure is typed with data types. Elements are typed by GDTs according to their business objects. Aggregated levels are typed with message type specific data types (Intermediate Data Types), with their names being built according to the corresponding paths in the message type structure. The whole message type structured is typed by a message data type with its name being built according to the root entity with the suffix “Message”. For the message type, the message category (e.g., information, notification, query, response, request, confirmation, etc.) is specified according to the suited transaction communication pattern.
In one variation, the derivation by hierarchization can be initiated by specifying a leading business object and a desired view relevant for a selected service operation. This view determines the business document object. The leading business object can be the source object, the target object, or a third object. Thereafter, the parts of the business object required for the view are determined. The parts are connected to the root node via a valid path along the hierarchy. Thereafter, one or more independent objects (object parts, respectively) referenced by the leading object which are relevant for the service may be determined (provided that a relationship exists between the leading object and the one or more independent objects).
Once the selection is finalized, relevant nodes of the leading object node that are structurally identical to the message type structure can then be adopted. If nodes are adopted from independent objects or object parts, the relationships to such independent objects or object parts are inverted. Linearization can occur such that a business object node containing certain TypeCodes is represented in the message type structure by explicit entities (an entity for each value of the TypeCode). The structure can be reduced by checking all 1:1 cardinalities in the message type structure. Entities can be combined if they are semantically equivalent, one of the entities carries no elements, or an entity solely results from an n:m assignment in the business object.
After the hierarchization is completed, information regarding transmission of the business document object (e.g., CompleteTransmissionIndicator, ActionCodes, message category, etc.) can be added. A standardized message header can be added to the message type structure and the message structure can be typed. Additionally, the message category for the message type can be designated.
Invoice Request and Invoice Confirmation are examples of interfaces. These invoice interfaces are used to exchange invoices and invoice confirmations between an invoicing party and an invoice recipient (such as between a seller and a buyer) in a B2B process. Companies can create invoices in electronic as well as in paper form. Traditional methods of communication, such as mail or fax, for invoicing are cost intensive, prone to error, and relatively slow, since the data is recorded manually. Electronic communication eliminates such problems. The motivating business scenarios for the Invoice Request and Invoice Confirmation interfaces are the Procure to Stock (PTS) and Sell from Stock (SFS) scenarios. In the PTS scenario, the parties use invoice interfaces to purchase and settle goods. In the SFS scenario, the parties use invoice interfaces to sell and invoice goods. The invoice interfaces directly integrate the applications implementing them and also form the basis for mapping data to widely-used XML standard formats such as RosettaNet, PIDX, xCBL, and CIDX.
The invoicing party may use two different messages to map a B2B invoicing process: (1) the invoicing party sends the message type InvoiceRequest to the invoice recipient to start a new invoicing process; and (2) the invoice recipient sends the message type InvoiceConfirmation to the invoicing party to confirm or reject an entire invoice or to temporarily assign it the status “pending.”
An InvoiceRequest is a legally binding notification of claims or liabilities for delivered goods and rendered services—usually, a payment request for the particular goods and services. The message type InvoiceRequest is based on the message data type InvoiceMessage. The InvoiceRequest message (as defined) transfers invoices in the broader sense. This includes the specific invoice (request to settle a liability), the debit memo, and the credit memo.
InvoiceConfirmation is a response sent by the recipient to the invoicing party confirming or rejecting the entire invoice received or stating that it has been assigned temporarily the status “pending.” The message type InvoiceConfirmation is based on the message data type InvoiceMessage. An InvoiceConfirmation is not mandatory in a B2B invoicing process, however, it automates collaborative processes and dispute management.
Usually, the invoice is created after it has been confirmed that the goods were delivered or the service was provided. The invoicing party (such as the seller) starts the invoicing process by sending an InvoiceRequest message. Upon receiving the InvoiceRequest message, the invoice recipient (for instance, the buyer) can use the InvoiceConfirmation message to completely accept or reject the invoice received or to temporarily assign it the status “pending.” The InvoiceConfirmation is not a negotiation tool (as is the case in order management), since the options available are either to accept or reject the entire invoice. The invoice data in the InvoiceConfirmation message merely confirms that the invoice has been forwarded correctly and does not communicate any desired changes to the invoice. Therefore, the InvoiceConfirmation includes the precise invoice data that the invoice recipient received and checked. If the invoice recipient rejects an invoice, the invoicing party can send a new invoice after checking the reason for rejection (AcceptanceStatus and ConfirmationDescription at Invoice and InvoiceItem level). If the invoice recipient does not respond, the invoice is generally regarded as being accepted and the invoicing party can expect payment.
Package templates specify the arrangement of packages within a business transaction document. Package templates are used to define the overall structure of the messages sent between business entities. Methods and systems consistent with the subject matter described herein use package templates in conjunction with the business object model to derive the interfaces.
The system also receives an indication of the message type from the designer (step 2202). The system selects a package from the package template (step 2204), and receives an indication from the designer whether the package is required for the interface (step 2206). If the package is not required for the interface, the system removes the package from the package template (step 2208). The system then continues this analysis for the remaining packages within the package template (step 2210).
If, at step 2206, the package is required for the interface, the system copies the entity template from the package in the business object model into the package in the package template (step 2212,
At step 2210, after the system completes its analysis for the packages within the package template, the system selects one of the packages remaining in the package template (step 2218,
If, at step 2222, the entity is required for the interface, the system retrieves the cardinality between a superordinate entity and the entity from the business object model (step 2230,
The system then selects a leading object from the package template (step 2240,
The system then selects an entity that is subordinate to the leading object (step 2250,
6. Use of an Interface
The XI stores the interfaces (as an interface type). At runtime, the sending party's program instantiates the interface to create a business document, and sends the business document in a message to the recipient. The messages are preferably defined using XML. In the example depicted in
From the component's perspective, the interface is represented by an interface proxy 2400, as depicted in
When the message arrives, the recipient's inbound proxy 2508 calls its component-specific method 2514 for creating a document. The proxy 2508 at the receiving end downloads the data and converts the XML structure into the internal data structure of the recipient component 2504 for further processing.
As depicted in
In collaborative processes as well as Q&A processes, messages should refer to documents from previous messages. A simple business document object ID or object ID is insufficient to identify individual messages uniquely because several versions of the same business document object can be sent during a transaction. A business document object ID with a version number also is insufficient because the same version of a business document object can be sent several times. Thus, messages require several identifiers during the course of a transaction.
As depicted in
The administrative information in the business document message header 2624 of the payload or business document 2620 includes a BusinessDocumentMessageID (“ID3”) 2628. The business entity or component 2632 of the business entity manages and sets the BusinessDocumentMessageID 2628. The business entity or component 2632 also can refer to other business documents using the BusinessDocumentMessageID 2628. The receiving component 2632 requires no knowledge regarding the structure of this ID. The BusinessDocumentMessageID 2628 is, as an ID, unique. Creation of a message refers to a point in time. No versioning is typically expressed by the ID. Besides the BusinessDocumentMessageID 2628, there also is a business document object ID 2630, which may include versions.
The component 2632 also adds its own component object ID 2634 when the business document object is stored in the component. The component object ID 2634 identifies the business document object when it is stored within the component. However, not all communication partners may be aware of the internal structure of the component object ID 2634. Some components also may include a versioning in their ID 2634.
7. Use of Interfaces Across Industries
Methods and systems consistent with the subject matter described herein provide interfaces that may be used across different business areas for different industries. Indeed, the interfaces derived using methods and systems consistent with the subject matter described herein may be mapped onto the interfaces of different industry standards. Unlike the interfaces provided by any given standard that do not include the interfaces required by other standards, methods and systems consistent with the subject matter described herein provide a set of consistent interfaces that correspond to the interfaces provided by different industry standards. Due to the different fields provided by each standard, the interface from one standard does not easily map onto another standard. By comparison, to map onto the different industry standards, the interfaces derived using methods and systems consistent with the subject matter described herein include most of the fields provided by the interfaces of to different industry standards. Missing fields may easily be included into the business object model. Thus, by derivation, the interfaces can be extended consistently by these fields. Thus, methods and systems consistent with the subject matter described herein provide consistent interfaces or services that can be used across different industry standards.
For example,
Accordingly, the third layer 2903 separates the inherent data of the first layer 2901 and the technologies used to access the inherent data. As a result of the described structure, the business object reveals only an interface that includes a set of clearly defined methods. Thus, applications access the business object via those defined methods. An application wanting access to the business object and the data associated therewith usually includes the information or data to execute the clearly defined methods of the business object's interface. Such clearly defined methods of the business object's interface represent the business object's behavior. That is, when the methods are executed, the methods may change the business object's data. Therefore, an application may utilize any business object by providing the information or data without having any concern for the details related to the internal operation of the business object. Returning to method 2800, a service provider class and data dictionary elements are generated within a development environment at step 2803. In step 2804, the service provider class is implemented within the development environment.
Regardless of the particular hardware or software architecture used, the disclosed systems or software are generally capable of implementing business objects and deriving (or otherwise utilizing) consistent interfaces that are suitable for use across industries, across businesses, and across different departments within a business in accordance with some or all of the following description. In short, system 100 contemplates using any appropriate combination and arrangement of logical elements to implement some or all of the described functionality.
Moreover, the preceding flowcharts and accompanying description illustrate example methods. The present services environment contemplates using or implementing any suitable technique for performing these and other tasks. It will be understood that these methods are for illustration purposes only and that the described or similar techniques may be performed at any appropriate time, including concurrently, individually, or in combination. In addition, many of the steps in these flowcharts may take place simultaneously and/or in different orders than as shown. Moreover, the services environment may use methods with additional steps, fewer steps, and/or different steps, so long as the methods remain appropriate.
The business object Lead is potential or projected business interests of a business partner and the interactions based on such interests, over a period of time. The Lead business object belongs to the process component Lead Processing. The Lead business object belongs to the deployment unit Customer Relationship Management. The Lead business object includes information used as a basis for making decisions about generating an opportunity. A lead can information related to: an opportunity/lead origin type that describes an origin source of generation of a lead; a grouping, used for evaluation purposes; a priority that describes an urgency of the lead; and a manually or automatically assigned lead qualification level that describes a potential/projected interest of the business partner. A Lead object includes header information and dependent data, such as parties involved, dates, durations, status, attachments, texts, and references, that are valid for a complete business object. The business object Lead has an object category of Business Transaction Document and a technical category of Standard Business Object. The business object Lead is involved in the following process component interactions: External Lead Processing_Lead Processing_Lead Replication Initiated by External, External Lead Processing_Lead Processing_Manage Lead, External Lead Processing_Lead Processing_Query Lead, and Lead Processing_External Lead Processing_Lead Status Notification.
A service interface Lead Replication Initiated by External In has a technical name of LeadReplicationInitiatedByExternalIn, is part of the process component interaction External Lead Processing_Lead Processing_Lead Replication Initiated by External, and is an interface to replicate a lead. An operation LeadReplicationInitiatedByExternalIn.ReplicateLead can be used to replicate a lead, and can be based on a message type Lead Replication Bulk Replicate Request that is derived from the business object Lead.
A service interface Lead Replication Initiated by External Out has a technical name of LeadReplicationInitiatedByExternalOut, is part of the process component interaction External Lead Processing_Lead Processing_Lead Replication Initiated by External, and is an interface to send a notification about a replicated lead. A Confirm Lead Replication operation has a technical name of LeadReplicationInitiatedByExternalOut.ConfirmLeadReplication, can be used to confirm a lead replication, and may be based on a message type Lead Replication Bulk Confirmation that is derived from the business object Lead.
A service interface Lead Status Notification Out has a technical name of LeadStatusNotificationOut, is part of the process component interaction Lead Processing_External Lead Processing_Lead Status Notification, and is an interface to notify lead status data.
A Notify of Lead Status operation has a technical name of LeadStatusNotificationOut.NotifyofLeadStatus, and is based on a message type Lead Status Mass Notification that is derived from the business object Lead.
A service interface Manage Lead In has a technical name of ManageLeadIn, is part of the process component interaction External Lead Processing_Lead Processing_Manage Lead, and is an interface to migrate lead data from a source system or file.
A Manage Lead In Check as Bundle operation has a technical name of ManageLeadIn.CheckMaintainBundle, can be used to check if leads can be created, updated, or deleted without errors, and is based on a message type Lead Request Bundle Check Maintain Query sync that is derived from the business object Lead and on a message type Lead Request Bundle Check Maintain Response_sync that is derived from the business object Lead.
A Manage Lead In Maintain as Bundle operation has a technical name of ManageLeadIn.MaintainBundle, can be used to create, update, or delete leads, and is based on a message type Lead Bundle Maintain Confirmationsync that is derived from the business object Lead and on a message type Lead Bundle Maintain Request sync that is derived from the business object Lead.
A service interface Query Lead In has a technical name of QueryLeadIn, is part of the process component interaction External Lead Processing_Lead Processing_Query Lead, and is an interface to query leads. A Find By Elements operation has a technical name of QueryLeadIn.FindByElements, can be used to find leads, and is based on a message type Lead By Elements Query_sync that is derived from the business object Lead and on a message type Lead By Elements Response_sync that is derived from the business object Lead.
The business object Lead can include a Root node. The Root node can include information for uniquely identifying a lead, and business-relevant entries, such as a priority, origin and category of the lead. The Root node can also include a party that a lead is based on and the parties involved in implementing the lead. The business object Lead can be time dependent on Time Point. The elements located directly at the node Lead are defined by the data type LeadElements. These elements include: UUID, ID, SystemAdministrativeData, TypeCode, ProcessingTypeCode, Name, PriorityCode, QualificationLevelCode, ProcessingDatePeriod, ProcessStatusValidSinceDate, GroupCode, OriginTypeCode, ResultReasonCode, Status, and LeanLeadIndicator. Status can include Status/HandOverStatusCode, Status/QualificationStatusCode, Status/ConsistencyStatusCode, Status/GeneralDataCompletenessStatusCode, Status/ResultStatusCode, Status/LifeCycleStatusCode, Status/ConversionStatusCode, and Status/UserStatusCode.
UUID may be an alternative key, is a universally unique UUID for a Lead, for which other business objects can define foreign keys, and may be based on datatype GDT: UUID. ID may be an alternative key, is a unique identifier of a lead, and may be based on datatype GDT: BusinessTransactionDocumentID. SystemAdministrativeData includes administrative data recorded by a system, such as system users and change dates/times, and may be based on datatype GDT: SystemAdministrativeData. TypeCode is a coded representation of a type of Lead, and may be based on datatype GDT: BusinessTransactionDocumentTypeCode. ProcessingTypeCode is a coded representation of a type of processing of a Lead within a process component, and may be based on datatype GDT: BusinessTransactionDocumentProcessingTypeCode. Name is a name for a Lead, and may be based on datatype GDT: EXTENDED_Name. PriorityCode may be optional, is a coded representation of the priority of a lead in a linearly structured priority, and may be based on datatype GDT: PriorityCode. QualificationLevelCode is a coded representation of a lead qualification that shows a classification of a current potential interest of a customer, and may be based on datatype GDT: LeadQualificationLevelCode. ProcessingDatePeriod is a time period in which a lead is processed, and may be based on datatype GDT: CLOSED_DatePeriod, with a qualifier of Processing. ProcessStatusValidSinceDate provides a date since a current status is valid, and may be based on datatype GDT: Date, with a qualifier of ValidSince. GroupCode is a coded representation for assigning a Lead to a group, and may be based on datatype GDT: LeadGroupCode. OriginTypeCode is a coded representation of a type of origin of a Lead, and may be based on datatype GDT: CustomerTransactionDocumentOriginTypeCode.
ResultReasonCode is a coded representation of a reason for a current result of a lead, and may be based on datatype GDT: CustomerTransactionDocumentResultReasonCode. Status may be optional, describes an overall status of a Lead, and may be based on datatype BOIDT: LeadStatus. Status/HandOverStatusCode may be optional, is a status as to whether a Lead has been handed over to a sales area, and may be based on datatype GDT: HandOverStatusCode. Status/QualificationStatusCode may be optional, is a status as to whether a Lead is qualified, and may be based on datatype GDT: LeadQualificationStatusCode. Status/ConsistencyStatusCode may be optional, describes whether data of a Lead is consistent, and may be based on datatype GDT: ConsistencyStatusCode. Status/GeneralDataCompletenessStatusCode may be optional, specifies whether relevant Lead data is available, and may be based on datatype GDT: DataCompletenessStatusCode, with a qualifier of General. Status/ResultStatusCode may be optional, is a result status of a Lead, and may be based on datatype GDT: LeadResultStatusCode. Status/LifeCycleStatusCode may be optional, represents the life cycle of a Lead, and may be based on datatype GDT: LeadLifeCycleStatusCode. Status/ConversionStatusCode may be optional and may be based on datatype GDT: LeadConversionStatusCode. Status/UserStatusCode may be optional and may be based on datatype GDT: LeadUserStatusCode. LeanLeadIndicator may be optional and may be based on datatype GDT: Indicator.
The following composition relationships to subordinate nodes exist: Sales And Service Business Area, with a cardinality of 1:C; Item, with a cardinality of 1:CN; BusinessProcessVariantType, with a cardinality of 1:N; Overview, with a cardinality of 1:1; Party, with a cardinality of 1:CN; and BusinessTransactionDocumentReference, with a cardinality of 1:CN, which may be filtered. The filter elements are defined by the inline structure LEAD_ROOT_BTD_REF_FILTER_EL. These elements include BusinessTransactionDocumentTypeCode, which may be optional and may be based on datatype GDT: BusinessTransactionDocumentTypeCode.
The following composition relationships to dependent objects exist: AccessControlList, with a cardinality of 1:1, which is a list of access groups that have access to a lead; AttachmentFolder, with a cardinality of 1:C, which is a folder for one or more documents in electronic form, including additional information about a lead; and TextCollection, with a cardinality of 1:C, which is a collection of natural-language texts with additional information about a lead.
The following inbound association relationship may exist: CreationIdentity, from the business object Identity/node Identity, with a cardinality of 1:CN, which is an identity that has created a Lead; and LastChangeIdentity, from the business object Identity/node Identity, with a cardinality of 1:CN, which is an identity that has changed a Lead. The following specialization associations for navigation may exist: Business Document Flow, to the business object Business Document Flow/node Business Document Flow, with a target cardinality of C, which specifies an association relationship to all business objects that use a Lead in a business process; Main Business Process Variant Type, to the node Business Process Variant Type, with a target cardinality of 1, which specifies the main BusinessProcessVariantType on the Party node; Activity Successor Reference, to the node Business Transaction Document Reference, with a target cardinality of CN; which provides a reference to the business objects AppointmentActivity, EmailActivity, LetterActivity, FaxActivity and PhoneCallActivity that are direct successors of a lead; Campaign Reference, at the TextCollectionText node, with a target cardinality of C, which provides a reference to the business object Campaign that is a direct predecessor of a lead; SalesTeamParty, to the node Party, with a target cardinality of CN; MainSalesEmployeeParty, with a target cardinality of C; External Party, with a target cardinality of CN, which specifies a party that does not work within an organization; Marketing Unit Party, with a target cardinality of C, which specifies a party that is responsible for the marketing of products in business processes; Prospect Party, at the BusinessTransactionDocumentReference node, with a target cardinality of 1, which specifies a party that has a business interest or that is suspected of having a commercial interest in a lead; Responsible Employee Party, with a target cardinality of 1, which specifies a party that is chiefly responsible for the processing of a lead; Sales Employee Party, with a target cardinality of C, which specifies a party from a sales team who is mainly responsible for processing an opportunity that was created as a subsequent object for a lead document; Sales Partner Party, with a target cardinality of CN, which specifies a party that initiates and implements business transactions for another company; Sales Unit Party, with a target cardinality of C; which specifies a party that represents a sales organization responsible for selling a product or service; Internal Team Party, with a target cardinality of CN, which specifies a party that does work within an organization; and Main Text Collection Text, to the node Text, with a target cardinality of C, which is a main text of a lead for storing additional and unstructured information.
In some implementations, the ID is not changed once it has been created. In some implementations, the UUID is assigned internally and is not changed. In some implementations, SystemAdministrativeData is set by the system. In some implementations, TypeCode is determined by the system and is not set using an interface. In some implementations, ProcessingTypeCode is not changed once it has been created. In some implementations, after ProcessingType has been created, a lead may only be deleted if no subsequent processes have been started. In such implementations, the lead may be canceled.
An Accept action sets a ResultStatus of a Lead to “Accepted”. A Check Consistency action checks a ConsistencyStatus of a Lead. A Check General Completeness action checks the GeneralDataCompletenessStatus of a Lead. A Check Hand Over Relevance action checks if a Hand Over is used in the current scenario. A Copy action creates a Lead document from an existing Lead document, from which relevant data is transferred. The two Lead documents are not necessarily linked in a business sense. A Create From Business Partner action creates a Lead with a provided Business Partner as a prospect party. The Create From Business Partner action can be used to create a new Lead and can be marked as a “CreateWithReference” action. A Create with Reference action creates a Lead with reference to an existing document, from which relevant data is transferred. A Hand Over action sets a HandoverStatus of a Lead to “Handed Over”. A Qualify action sets the QualificationjStatus of a Lead to “Qualified”. A Reject action sets the ResultStatus of a Lead to “Rejected”. A Reopen action sets the ResultStatus and the HandoverStatus of a Lead back to an initial status. A Reset Qualification action sets the QualificationStatus of a Lead back to an initial status. Convert, Reset Conversion, Check Result Relevance, and Destroy actions can exist.
A Select All query provides the NodeIDs of all instances of the Root node and can be used to enable an initial load of data for a Fast Search Infrastructure FSI. A Query By Elements query provides a list of all leads root node found for administrative data, an ID, a name, a start date, an expected end date, a customer in a specialization ProspectParty, a responsible marketing employee in a specialisation ResponsibleEmployee, a responsible person of sales in a specialisation SalesEmployee, a status, a priority, a lead type, a lead group, an origin, a result reason, a qualification level, a date since the Life Cycle Status is valid, and a search text. The query elements are defined by the data type LeadElementsQueryElements. These elements include: SystemAdministrativeData, ID, CreationBusinessPartner_CommonPersonNameGivenName, CreationBusinessPartner_CommonPersonNameFamilyName, LastChangeBusinessPartner_CommonPersonNameGivenName, LastChangeBusinessPartner_CommonPersonNameFamilyName, Name, PartyProspectPartyKey, PartyResponsibleEmployeePartyKey, PartySalesEmployeePartyKey, PartyContactPartyKey, ProcessingTypeCode, PriorityCode, GroupCode, OriginTypeCode, ResultReasonCode, QualificationLevelCode, PartyRoleCode, PartyKey, PartyName, PartyAdditionalName, PartySortingFormattedName, Status, Process StatusValidSinceDate, ProcessingDatePeriod, ProcessingDatePeriod, BusinessProcessVariantTypeCode, SearchText, ItemDescription, ItemProductProductKey, BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceID, and BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceTypeCode.
Status can include Status/HandOverStatusCode, Status/QualificationStatusCode, Status/ConsistencyStatusCode, Status/GeneralDataCompletenessStatusCode, Status/ResultStatusCode, Status/LifeCycleStatusCode, Status/ConversionStatusCode, and Status/UserStatusCode.
ItemProductProductKey can include ItemProductProductKey/ProductTypeCode, ItemProductProductKey/ProductidentifierTypeCode, and ItemProductProductKey/ProductID. SystemAdministrativeData may be based on datatype GDT: SystemAdministrativeData. ID may be based on datatype GDT: BusinessTransactionDocumentID. CreationBusinessPartner_CommonPersonNameGivenName is a first name of a person who has created a Lead, and may be based on datatype GDT: MEDIUM_Name. CreationBusinessPartner_CommonPersonNameFamilyName is the last name of a person who has created a Lead, and may be based on datatype GDT: MEDIUM_Name. LastChangeBusinessPartner_CommonPersonNameGivenName is the first name of a person who has changed a Lead, and may be based on datatype GDT: MEDIUM_Name. LastChangeBusinessPartner_CommonPersonNameFamilyName is the last name of a person who has changed a Lead, and may be based on datatype GDT: MEDIUM_Name. Name is the name of a Lead, and may be based on datatype GDT: EXTENDED_Name. PartyProspectPartyKey is an identification of at least one customer that occurs in the specialization ProspectParty, and may be based on datatype KDT: PartyKey. PartyProspectPartyKey can include PartyProspectPartyKey/PartyID, which is an identifier for a party, and may be based on datatype GDT: PartyID. PartyResponsibleEmployeePartyKey identifies at least one employee who is responsible for processing a lead and who occurs in the specialization ResponsibleEmployeeParty, and may be based on datatype KDT: PartyKey. PartyResponsibleEmployeePartyKey can include PartyResponsibleEmployeePartyKey/PartyID, which is an identifier for a party, and may be based on datatype GDT: PartyID. PartySalesEmployeePartyKey identifies at least one employee who is responsible for transferring a lead to a sales area and who occurs in the specialization SalesEmployeeParty, and may be based on datatype KDT: PartyKey. PartySalesEmployeePartyKey can include PartySalesEmployeePartyKey/PartyID, which is an identifier for a party, and may be based on datatype GDT: PartyID. PartyContactPartyKey may be based on datatype KDT: PartyKey.
PartyContactPartyKey can include PartyContactPartyKey/PartyTypeCode, which is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartyContactPartyKey can include PartyContactPartyKey/PartyID, which is an identifier for a party, and may be based on datatype GDT: PartyID. ProcessingTypeCode is a coded representation of a type of processing of a lead within a process component, and may be based on datatype GDT: Business TransactionDocumentProcessingTypeCode. PriorityTypeCode is a coded representation of a Lead's priority, and may be based on datatype GDT: PriorityCode. GroupCode may be based on datatype GDT: LeadGroupCode. OriginTypeCode may be based on datatype GDT: CustomerTransactionDocumentOriginTypeCode. ResultReasonCode may be based on datatype GDT: CustomerTransactionDocumentResultReasonCode. LeadQualificationLevelCode is a coded representation of a lead qualification that shows a classification of the current potential interest of a customer, and may be based on datatype GDT: LeadQualificationLevelCode. PartyRoleCode is a role of a party that occurs in a Lead, and may be based on datatype GDT: PartyRoleCode. PartyKey is an identification of a party that occurs in a Lead, and may be based on datatype KDT: PartyKey. PartyKey includes PartyKey/PartyID, which is an identifier for a party and may be based on datatype GDT: PartyID. PartyName is a name of a party that occurs in a lead, such as a FamilyName of a business partner (e.g., BusinessPartnerCommonPersonNameFamilyName), and may be based on datatype GDT: MEDIUM_Name, with a qualifier of Party. PartyAdditionalName is an additional name of a party that occurs in a lead, such as a given name of a business partner (e.g., BusinessPartnerCommonPersonNameGivenName), and may be based on datatype GDT: LANGUAGEINDEPENDENT_MEDIUM_Name, with a qualifier of PartyAdditional. PartySortingFormattedName is a sorting formatted name of a party that occurs in a lead, such as a SortingFormattedName of a business partner, (e.g., BusinessPartnerCommonSortingFormattedName), and may be based on datatype GDT: LONG_Name. Status includes the LifeCycleStatusCode, ResultStatusCode, QualificationStatusCode, HandoverStatusCode, Consistency Status Code, and GeneralDataCompletenessStatusCode of a Lead, and may be based on datatype BOIDT: LeadStatus.
Status/HandOverStatusCode is a status as to whether a Lead has been handed over to a sales area, and may be based on datatype GDT: HandOverStatusCode. Status/QualificationStatusCode is a status as to whether a Lead is qualified, and may be based on datatype GDT: LeadQualificationStatusCode. Status/ConsistencyStatusCode describes whether the data of a Lead is consistent, and may be based on datatype GDT: ConsistencyStatusCode. Status/GeneralDataCompletenessStatusCode specifies whether all relevant Lead data is available, and may be based on datatype GDT: DataCompletenessStatusCode, with a qualifier of General. Status/ResultStatusCode is the result status of a Lead, and may be based on datatype GDT: LeadResultStatusCode. Status/LifeCycleStatusCode represents the life cycle of a Lead, and may be based on datatype GDT: LeadLifeCycleStatusCode. Status/ConversionStatusCode may be based on datatype GDT: LeadConversionStatusCode. Status/UserStatusCode may be based on datatype GDT: LeadUserStatusCode. ProcessStatusValidSinceDate provides a date since which a current status is valid, and may be based on datatype GDT: Date, with a qualifier of ValidSince. ProcessingDatePeriod is a time period in which a lead is processed which includes a StartDate and EndDate, and may be based on datatype GDT: CLOSED_DatePeriod. BusinessProcessVariantTypeCode may be based on datatype GDT: BusinessProcessVariantTypeCode. SearchText may be based on datatype GDT: SearchText. ItemDescription may be based on datatype GDT: SHORT_Description. ItemProductProductKey may be based on datatype KDT: ProductUnformattedKey. ItemProductProductKey/ProductTypeCode is a coded representation of a product type, such as material or service, and may be based on datatype GDT: ProductTypeCode. ItemProductProductKey/ProductidentifierTypeCode is a coded representation of a product identifier type, and may be based on datatype GDT: ProductidentifierTypeCode. ItemProductProductKey/ProductID is an identifier for a product, and may be based on datatype GDT: NOCONVERSION_ProductID. BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceID is an identifier of a referenced business transaction document, and may be based on datatype GDT: BusinessTransactionDocumentID. BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceTypeCode is a type of a referenced business transaction document, and may be based on datatype GDT: Business TransactionDocumentTypeCode.
A SalesAndServiceBusinessArea is a business or service specific area within an enterprise that is valid for a Lead, such as, sales organization, service organization, distribution channel, or division. Such elements can be derived from a sales unit organizational unit responsible for a Lead, and can be overwritten manually. The elements located directly at the node Sales And Service Business Area are defined by the inline structure: APP_S_LEA_BUSINESS_AREA_EL. These elements include: SalesGroupID, SalesOfficeID, SalesOrganisationID, SalesOrganisationDeterminationMethodCode, SalesTerritoryDeterminationMethodCode, DistributionChannelCode, DistributionChannelDeterminationMethodCode, SalesTerritoryID, SalesGroupUUID, SalesOfficeUUID, SalesOrganisationUUID, and SalesTenitoryUUID. SalesGroupID may be optional, is an identifier for a sales group that is responsible for an opportunity, and may be based on datatype GDT: OrganisationalCentreID. SalesOfficeID may be optional, is an identifier for a sales office that is responsible for an opportunity, and may be based on datatype GDT: OrganisationalCentreID. SalesOrganisationID may be optional, is an identifier for a sales organization that is responsible for an opportunity, and may be based on datatype GDT: OrganisationalCentreID. SalesOrganisationDeterminationMethodCode may be optional and may be based on datatype GDT: OrganisationDeterminationMethodCode. SalesTerritoryDeterminationMethodCode may be optional and may be based on datatype GDT: TerritoryDeterminationMethodCode. DistributionChannelCode may be optional, is a coded representation of a distribution channel by which goods and services reach customers, and may be based on datatype GDT: DistributionChannelCode. DistributionChannelDeterminationMethodCode may be optional and may be based on datatype GDT: DistributionChannelDeterminationMethodCode. SalesTerritoryID may be optional and may be based on datatype GDT: SalesTerritoryID. SalesGroupUUID may be optional, is a global unique identifier of a sales group, and may be based on datatype GDT: UUID. SalesOfficeUUID may be optional, is a global unique identifier of a sales office, and may be based on datatype GDT: UUID. SalesOrganisationUUID may be optional, is a global identifier of a sales organization, and may be based on datatype GDT: UUID. SalesTerritoryUUID may be optional and may be based on datatype GDT: UUID.
The following inbound aggregation relationships may exist: SalesOrganisation, from the business object Functional Unit/node Functional Unit, with a cardinality of C:CN; Sales Office, from the business object Functional Unit/node Functional Unit, with a cardinality of C:CN; and Sales Group, from the business object Functional Unit/node Functional Unit, with a cardinality of C:CN. The following specialization associations for navigation may exist to the node Lead: Parent, with a target cardinality of 1; and Root, with a target cardinality of 1.
An Item is a possibility to sell a quantity of a product or service. Item includes product information, quantity and values. An Item also includes both identifying and administrative information. In some implementations, the Item ID is not changed once the item has been created. In some implementations, SystemAdministrativeData is set internally by the system and such data is not assigned or changed externally. The elements located directly at the node Item are defined by the inline structure: APP_S_LEAD_ITEM_EL. These elements include: ID, SystemAdministrativeData, TypeCode, ProcessingTypeCode, Description, Quantity, QuantityTypeCode, and UUID. ID may be optional, is a unique identifier for an item within an Opportunity assigned by a user, and may be based on datatype GDT: Business Trans actionDocumentItemID SystemAdministrativeData includes administrative data recorded by the system, such as system users and change dates/times, and may be based on datatype GDT: SystemAdministrativeData. TypeCode may be optional, is a coded representation for the type of an item in an Opportunity, and may be based on datatype GDT: BusinessTransactionDocumentItemTypeCode. ProcessingTypeCode may be optional, is a coded representation for processing an item in an Opportunity, and may be based on datatype GDT: BusinessTransactionDocumentItemProcessingTypeCode. Description may be optional, is a short description for an item in an Opportunity, and may be based on datatype GDT: SHORT_Description. Quantity may be optional, is a quantity of an item in an Opportunity, and may be based on datatype GDT: Quantity. QuantityTypeCode may be optional, is a coded representation of a type in which quantities are used for a product in an Opportunity, and may be based on datatype GDT: QuantityTypeCode. UUID may be optional, may be an alternative key, is an internally-assigned UUID for an Opportunity item for which other business objects can define foreign keys, and may be based on datatype GDT: UUID.
The following composition relationships to subordinate nodes exist: Item Product, with a cardinality of 1:C. The following inbound association relationships may exist: CreationIdentity, from the business object Identity/node Identity, with a cardinality of 1:CN, which is an Identity that has created an Opportunity Item; and LastChangeIdentity, from the business object Identity/node Identity, with a cardinality of 1:CN, which is an Identity that has changed an Opportunity Item. The following specialization associations for navigation may exist to the node Lead: Parent, with a target cardinality of 1; and Root, with a target cardinality of 1.
An ItemProduct is the identification, description and classification of a product Material or ServiceProduct in an item of a Lead. In some implementations, ProductTypeCode is not changed once an item has been created. The elements located directly at the node Item Product are defined by the inline structure: APP_S_LEAD_ITEM_PRD_EL. These elements include: ProductKey, ProductUUID, ProductStandardID, and ProductCategoryHierarchyProductCategoryIDKey. ProductKey can include ProductKey/ProductTypeCode, ProductKey/ProductidentifierTypeCode, and ProductKey/ProductID. ProductCategoryHierarchyProductCategoryIDKey/ProductCategoryHierarchyID and ProductCategoryHierarchyProductCategoryIDKey/ProductCategoryInternalID.
ProductKey is a key entered for a product, and may be based on datatype KDT: ProductUnformattedKey. ProductKey/ProductTypeCode may be optional, is a coded representation of a product type, such as material or service, and may be based on datatype GDT: ProductTypeCode. ProductKey/ProductidentifierTypeCode may be optional, is a coded representation of a product identifier type, and may be based on datatype GDT: ProductidentifierTypeCode. ProductKey/ProductID is an identifier for a product, and may be based on datatype GDT: NOCONVERSION_ProductID. ProductUUID may be optional, is a UUID for a product, and may be based on datatype GDT: UUID. ProductStandardID may be optional, is a StandardID of a product, and may be based on datatype GDT: ProductStandardID. ProductCategoryHierarchyProductCategoryIDKey may be optional, is a key to identify a product category assigned to a product, and may be based on datatype KDT: ProductCategoryHierarchyProductCategoryIDKey. ProductCategoryHierarchyProductCategoryIDKey/ProductCategoryHierarchyID may be optional, is an identifier for a product category hierarchy, and may be based on datatype GDT: ProductCategoryHierarchyID. ProductCategoryHierarchyProductCategoryIDKey/ProductCategoryInternalID may be optional, is an identifier for a product category, and may be based on datatype GDT: ProductCategoryInternalID.
The following inbound aggregation relationships may exist: Material, from the business object Material/node Material, with a cardinality of C:CN, which is a product used in an Opportunity; ProductCategoryHierarchyProductCategory, from the business object Product Category Hierarchy/node Product Category, with a cardinality of C:CN, which is a product category used in an Opportunity if a product category has been assigned to a product, or if only the product category is known. The following specialization associations for navigation may exist: Parent, to the node Item, with a target cardinality of 1; Root, to the node Lead, with a target cardinality of 1; and ServiceProduct, to the business object Service Product/node Service Product, with a target cardinality of C.
Business Process Variant Type is a representation of a typical way of processing a lead within a process component, from a business point of view. The elements located directly at the node Business Process Variant Type are defined by the inline structure: APCRM_S_LEA_BPVT_EL. These elements include: BusinessProcessVariantTypeCode and MainIndicator. BusinessProcessVariantTypeCode is a coded representation of a business process variant of a Lead, and may be based on datatype GDT: BusinessProcessVariantTypeCode. MainIndicator is an indicator that specifies whether a current BusinessProcessVariantTypeCode is a main variant, and may be based on datatype GDT: Indicator, with a qualifier of Main.
The following specialization associations for navigation may exist to the node Lead: Parent, with a target cardinality of 1; and Root, with a target cardinality of 1. In some implementations, only one instance of a BusinessProcessVariantType may be flagged as a main BusinessProcessVariantType.
Business Transaction Document Reference is a unique reference between a lead and another business transaction document or business transaction document item. A BTD reference occurs in the following incomplete and disjoint specializations: AppointmentActivityReference, where an AppointmentActivityReference is a reference to an Appointment Activity that is created with reference to a Lead; EmailActivityReference, where an EmailActivityReference is a reference to an Email Activity that is created with reference to a Lead; LetterActivityReference, where a LetterActivityReference is a reference to a Letter Activity that is created with reference to a Lead; FaxActivityReference, where a FaxActivityReference is a reference to a Fax Activity that is created with reference to a Lead; PhoneCallActivityReference, where a PhoneCallActivityReference is a reference to a Phone Call Activity that is created with reference to a Lead; SalesOrderReference, where a SalesOrderReference is a reference to a SalesOrder business document that was created in a lead process; ServiceOrderReference, where a ServiceOrderReference is a reference to a ServiceOrder business document that was created in a lead process; OpportunityReference, where an OpportunityReference is a reference to an Opportunity business document that was created in a lead process.
The elements located directly at the node Business Transaction Document Reference are defined by the inline structure: APCRM_S_LEA_BTD_REF_EL. These elements include: BusinessTransactionDocumentReference, BusinessTransactionDocumentRelationshipRoleCode, and DataProviderindicator. BusinessTransactionDocumentReference includes a unique reference to a business document, or to an item in a business document, and may be based on datatype GDT: BusinessTransactionDocumentReference. BusinessTransactionDocumentRelationshipRoleCode may be optional, is a role that an Opportunity adopts within a relationship to another business document or business document item, and may be based on datatype GDT: BusinessTransactionDocumentRelationshipRoleCode. DataProviderindicator may be optional, is an indicator that specifies whether a Lead stores additional data in a relationship to a business document, and may be based on datatype GDT: Indicator, with a qualifier of DataProvider.
The following inbound association relationships may exist: ActivityTask, from the business object Activity Task/node Activity Task, with a cardinality of C:CN; AppointmentActivity, from the business object Appointment Activity/node Appointment Activity, with a cardinality of C:CN, which is an AppointmentActivity that was created for the lead; Campaign, from the business object Campaign/node Campaign, with a cardinality of C:CN, which is a Lead that has been created with reference to a Campaign; EmailActivity, from the business object Email Activity/node Email Activity, with a cardinality of C:CN, which is an EmailActivity was created for a lead; FaxActivity, from the business object Fax Activity/node Fax Activity, with a cardinality of C:CN, which is a FaxActivity that was created for a lead; LetterActivity, from the business object Letter Activity/node Letter Activity, with a cardinality of C:CN, which is a LetterActivity that was created for a lead; Opportunity, from the business object Opportunity/node Opportunity, with a cardinality of C:CN, which is an Opportunity that was created for a lead; PhoneCallActivity, from the business object Phone Call Activity/node Phone Call Activity, with a cardinality of C:CN, which is a PhoneCallActivity that was created for a lead; SalesOrder, from the business object Sales Order/node Sales Order, with a cardinality of C:CN, which is a sales order that was created for a lead; and ServiceOrder, from the business object Service Order/node Service Order, with a cardinality of C:CN, which is a service order that was created for a lead. The following specialization associations for navigation may exist to the node Lead: Parent, with a target cardinality of 1; and Root, with a target cardinality of 1.
Overview Query Response Transformation Node is a general view on a lead. Such an overview can provide information of a lead at a first glance. The elements located directly at the node Overview are defined by the data type LeadOverviewElements. These elements include:
LeadID, LeadUUID, LeadName, PartyProspectPartyKey, PartyProspectPartyUUID, PartyProspectPartyFormattedName, PartyProspectMainContactPartyKey, PartyProspectMainContactPartyUUID, PartyProspectMainContactPartyFormattedName, PartyMainResponsibleEmployeePartyKey, PartyMainResponsibleEmployeePartyUUID, PartyMainResponsibleEmployeePartyFormattedName, PartySalesEmployeePartyKey, PartySalesEmployeePartyUUID, PartySalesEmployeePartyFormattedName, QualificationLevelCode, OriginTypeCode, GroupCode, Status, ResultReasonCode, ProcessingDatePeriod, LastChangeDateTime, and BusinessProcessVariantTypeCode. Status may include Status/HandOverStatusCode, Status/QualificationStatusCode, Status/ConsistencyStatusCode, Status/GeneralDataCompletenessStatusCode, Status/ResultStatusCode, Status/LifeCycleStatusCode, Status/ConversionStatusCode, and Status/UserStatusCode.
LeadID is a unique identifier of a lead, can be assigned by the user, can be from node Root, element ID, and may be based on datatype GDT: BusinessTransactionDocumentID. LeadUUID is a universally unique UUID for a Lead, for which other business objects can define foreign keys, can be from node Root, element UUID, and may be based on datatype GDT: UUID. LeadName is a name for a Lead, and may be based on datatype GDT: EXTENDED_Name. PartyProspectPartyKey is an identifier for a party which has a business interest in the Lead, can be from node Party, element PartyKey, and may be based on datatype KDT: PartyKey. PartyProspectPartyKey can include PartyProspectPartyKey/PartyTypeCode, which is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartyProspectPartyKey can include PartyProspectPartyKey/PartyID, which is an identifier for a party, and may be based on datatype GDT: PartyID. PartyProspectPartyUUID is a unique identifier for a party which has a business interest in a Lead, can be from node Party, element PartyUUID, and may be based on datatype GDT: UUID. PartyProspectPartyFormattedName may be optional, is a formatted name for a party which has a business interest in a Lead, can be from TO Party, node Name, element FormattedName, and may be based on datatype GDT: LANGUAGEINDEPENDENT_LONG_Name, with a qualifier of Formatted. PartyProspectMainContactPartyKey is an identifier for a main contact of a sales prospect of a Lead, can be from node Party, element PartyKey, and may be based on datatype KDT: PartyKey. PartyProspectMainContactPartyKey can include PartyProspectMainContactPartyKey/PartyTypeCode, is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartyProspectMainContactPartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. PartyProspectMainContactPartyUUID is a unique identifier for a main contact of a sales prospect of a Lead, can be from node Party, element PartyUUID, and may be based on datatype GDT: UUID. PartyProspectMainContactPartyFormattedName may be optional, is a formatted name for a party which is a main contact for a sales prospect in a Lead, can be from TO Party, node Name, element FormattedName, and may be based on datatype GDT: LANGUAGEINDEPENDENT_LONGName, with a qualifier of Formatted. PartyMainResponsibleEmployeePartyKey is an identifier for an employee who is responsible for a Lead, can be from node Party, element PartyKey, and may be based on datatype KDT: PartyKey. PartyMainResponsibleEmployeePartyKey can include PartyMainResponsibleEmployeePartyKey/PartyTypeCode, which is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartyMainResponsibleEmployeePartyKey can include PartyMainResponsibleEmployeePartyKey/PartyID, which is an identifier for a party, and may be based on datatype GDT: PartyID. PartyMainResponsibleEmployeePartyUUID is a unique identifier for an employee who is responsible for a Lead, can be from node Party, element PartyUUID, and may be based on datatype GDT: UUID.
PartyMainResponsibleEmployeePartyFormattedName may be optional, is a formatted name for a party who is responsible for a Lead, can be from TO Party, node Name, element FormattedName, and may be based on datatype GDT: LANGUAGEINDEPENDENT_LONGName, with a qualifier of Formatted. PartySalesEmployeePartyKey identifies at least one employee who is responsible for transferring a lead to a sales area and who occurs in the specialization SalesEmployeeParty, and may be based on datatype KDT: PartyKey. PartySalesEmployeePartyKey/PartyTypeCode is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartySalesEmployeePartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. PartySalesEmployeePartyUUID is a unique identifier for an employee who is responsible for a Lead in a sales area, can be from node Party, element PartyUUID, and may be based on datatype GDT: UUID. PartySalesEmployeePartyFormattedName may be optional, is a formatted name for a party who is responsible for a Lead in a sales area, can be from TO Party, node Name, element FormattedName, and may be based on datatype GDT: LANGUAGEINDEPENDENT_LONG_Name, with a qualifier of Formatted. QualificationLevelCode is a coded representation of a lead qualification that shows a classification of a current potential interest of a customer, can be from node Root, element QualificationLevelCode, and may be based on datatype GDT: LeadQualificationLevelCode. OriginTypeCode is a coded representation of a type of origin of a Lead, can be from node Root, element OriginTypeCode, and may be based on datatype GDT: CustomerTransactionDocumentOriginTypeCode. GroupCode is a coded representation for assigning a Lead to a group, and may be based on datatype GDT: LeadGroupCode. Status may be optional, includes a LifeCycleStatusCode, ResultStatusCode, QualificationStatusCode, HandoverStatusCode, ConsistencyStatusCode, and GeneralDataCompletenessStatusCode of a Lead, and may be based on datatype BOIDT: LeadStatus. Status/HandOverStatusCode may be optional, is a status as to whether a Lead has been handed over to a sales area, and may be based on datatype GDT: HandOverStatusCode.
Status/QualificationStatusCode may be optional, is a status as to whether a Lead is qualified, and may be based on datatype GDT: LeadQualificationStatusCode. Status/ConsistencyStatusCode may be optional, describes whether the data of a Lead is consistent, and may be based on datatype GDT: ConsistencyStatusCode. Status/GeneralDataCompletenessStatusCode may be optional, specifies whether all relevant Lead data is available, and may be based on datatype GDT: DataCompletenessStatusCode, with a qualifier of General. Status/ResultStatusCode may be optional, is a result status of a Lead, and may be based on datatype GDT: LeadResultStatusCode. Status/LifeCycleStatusCode may be optional, represents the life cycle of a Lead, and may be based on datatype GDT: LeadLifeCycleStatusCode. Status/ConversionStatusCode may be optional, and may be based on datatype GDT: LeadConversionStatusCode. Status/UserStatusCode may be optional and may be based on datatype GDT: LeadUserStatusCode. ResultReasonCode is a coded representation of a reason for the current result of a lead, and may be based on datatype GDT: CustomerTransactionDocumentResultReasonCode. ProcessingDatePeriod is a time period in which a lead is processed, and may be based on datatype GDT: CLOSED_DatePeriod, with a qualifier of Processing. LastChangeDateTime may be optional, is a time date and time stamp of last change, and may be based on datatype GDT: GLOBAL_DateTime, with a qualifier of LastChange. BusinessProcessVariantTypeCode may be optional, is a coded representation of a business process variant of a Lead, and may be based on datatype GDT: BusinessProcessVariantTypeCode. The following specialization associations for navigation may exist to the node Lead: Parent, with a target cardinality of 1; and Root, with a target cardinality of 1.
A Query By Elements query provides a list of all leads in a root node found for, for example, an ID, a name, a start date, an expected end date, a customer in the specialization ProspectParty, a status, a priority, a lead type, a lead group and a phase. The query elements are defined by the data type LeadOverviewElementsQueryElements. These elements include: LeadSystemAdministrativeData, LeadID, CreationBusinessPartner_CommonPersonNameGivenName, CreationBusinessPartner_CommonPersonNameFamilyName, LastChangeBusinessPartner_CommonPersonNameGivenName, LastChangeBusinessPartner_CommonPersonNameFamilyName, LeadName, PartyProspectPartyKey, PartyProspectPartyUUID, PartyProspectContactPartyKey, PartyProspectContactPartyUUID, PartyResponsibleEmployeePartyKey, PartySalesEmployeePartyKey, LeadProcessingTypeCode, LeadPriorityCode, LeadGroupCode, LeadOriginTypeCode, LeadResultReasonCode, LeadQualificationLevelCode, PartyRoleCode, PartyKey, PartyName, PartyAdditionalName, PartySortingFormattedName, Status, LeadProcessStatusValidSinceDate, LeadProcessingDatePeriod, BusinessProcessVariantTypeCode, SearchText, ItemDescription, ItemProductProductKey, BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceID, and BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceTypeCode.
LeadSystemAdministrativeData may be based on datatype GDT: SystemAdministrativeData. LeadID may be based on datatype GDT: BusinessTransactionDocumentID. CreationBusinessPartner_CommonPersonNameGivenName is a first name of a person who has created a Lead, and may be based on datatype GDT: MEDIUM_Name. CreationBusinessPartner_CommonPersonNameFamilyName is a last name of a person who has created a Lead, and may be based on datatype GDT: MEDIUM_Name. LastChangeBusinessPartner_CommonPersonNameGivenName is a first name of person who has changed a Lead, and may be based on datatype GDT: MEDIUM_Name. LastChangeBusinessPartner_CommonPersonNameFamilyName is a last name of a person who has changed a Lead, and may be based on datatype GDT: MEDIUMName. LeadName is a name for a Lead, and may be based on datatype GDT: EXTENDED_Name. PartyProspectPartyKey is an identification of at least one customer that occurs in the specialization ProspectParty, and may be based on datatype KDT: PartyKey. PartyProspectPartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. PartyProspectPartyUUID may be based on datatype GDT: UUID. PartyProspectContactPartyKey may be based on datatype KDT: PartyKey. PartyProspectContactPartyKey/PartyTypeCode is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartyProspectContactPartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. PartyProspectContactPartyUUID may be based on datatype GDT: UUID. PartyResponsibleEmployeePartyKey identifies at least one employee who is responsible for processing a lead and who occurs in the specialization ResponsibleEmployeeParty, and may be based on datatype KDT: PartyKey. PartyResponsibleEmployeePartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. PartySalesEmployeePartyKey identifies at least one employee who is responsible for transferring a lead to a sales area and who occurs in the specialization SalesEmployeeParty, and may be based on datatype KDT: PartyKey. PartySalesEmployeePartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. LeadProcessingTypeCode is a coded representation of the type processing of a lead within the process component, and may be based on datatype GDT: BusinessTransactionDocumentProcessingTypeCode. LeadPriorityCode is a coded representation of a Lead's priority, and may be based on datatype GDT: PriorityCode. LeadGroupCode may be based on datatype GDT: LeadGroupCode. LeadOriginTypeCode may be based on datatype GDT: CustomerTransactionDocumentOriginTypeCode. LeadResultReasonCode may be based on datatype GDT: CustomerTransactionDocumentResultReasonCode. LeadQualificationLevelCode is a coded representation of a lead qualification that shows a classification of a current potential interest of a customer, and may be based on datatype GDT: LeadQualificationLevelCode. PartyRoleCode is the role of a party that occurs in a Lead, and may be based on datatype GDT: PartyRoleCode. PartyKey is an identification of a party that occurs in a Lead, and may be based on datatype KDT: PartyKey. PartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. PartyName is a Name of a party that occurs in a lead, such as a FamilyName of business partner, (e.g., BusinessPartnerCommonPersonNameFamilyName), and may be based on datatype GDT: MEDIUM_Name, with a qualifier of Party. PartyAdditionalName is an additional name of a party that occurs in a lead, such as a given name of a business partner (e.g., BusinessPartnerCommonPersonNameGivenName), and may be based on datatype GDT: LANGUAGEINDEPENDENT_MEDIUMName, with a qualifier of PartyAdditional. PartySortingFormattedName is a sorting formatted name of a party that occurs in a lead, such as a SortingFormattedName of a business partner (e.g., BusinessPartnerCommonSortingFormattedName), and may be based on datatype GDT: LONG_Name. Status includes the LifeCycleStatusCode, ResultStatusCode, QualificationStatusCode, HandoverStatusCode, ConsistencyStatusCode, and GeneralDataCompletenessStatusCode of a Lead, and may be based on datatype BOIDT: LeadStatus. Status can include Status/HandOverStatusCode, which is a status as to whether a Lead has been handed over to a sales area, and may be based on datatype GDT: HandOverStatusCode. Status/QualificationStatusCode is a status as to whether a Lead is qualified, and may be based on datatype GDT: LeadQualificationStatusCode. Status/ConsistencyStatusCode describes whether the data of a Lead is consistent, and may be based on datatype GDT: ConsistencyStatusCode. Status/GeneralDataCompletenessStatusCode specifies whether all relevant Lead data is available, and may be based on datatype GDT: DataCompletenessStatusCode, with a qualifier of General. Status/ResultStatusCode is a result status of a Lead, and may be based on datatype GDT: LeadResultStatusCode. Status/LifeCycleStatusCode represents the life cycle of a Lead, and may be based on datatype GDT: LeadLifeCycleStatusCode. Status/ConversionStatusCode may be based on datatype GDT: LeadConversionStatusCode. Status/UserStatusCode may be based on datatype GDT: LeadUserStatusCode. LeadProcessStatusValidSinceDate provides a date since a current status is valid, and may be based on datatype GDT: Date, with a qualifier of ValidSince. LeadProcessingDatePeriod is a time period in which a lead is processed, including a StartDate and EndDate, and may be based on datatype GDT: CLOSED_DatePeriod. BusinessProcessVariantTypeCode may be based on datatype GDT: BusinessProcessVariantTypeCode. SearchText may be based on datatype GDT: SearchText. ItemDescription may be based on datatype GDT: SHORT_Description. ItemProductProductKey may be based on datatype KDT: ProductUnformattedKey. ItemProductProductKey/ProductTypeCode is a coded representation of a product type, such as material or service, and may be based on datatype GDT: ProductTypeCode. ItemProductProductKey/ProductidentifierTypeCode is a coded representation of a product identifier type, and may be based on datatype GDT: ProductidentifierTypeCode. ItemProductProductKey/ProductID is an identifier for a product, and may be based on datatype GDT: NOCONVERSION_ProductID. BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceID is an identifier of a referenced business transaction document, and may be based on datatype GDT: BusinessTransactionDocumentID. BusinessTransactionDocumentReferenceBusinessTransactionDocumentReferenceTypeCode is a type of a referenced business transaction document, and may be based on datatype GDT: BusinessTransactionDocumentTypeCode.
Party is a natural or legal person, an organization, an organizational unit, or a group that is involved in a lead in a party role. A party in a Lead document can be: a business partner, a business partner in the specialized business objects Customer, Supplier, or Employee; an organizational center in the specialized business objects Functional Unit; an address master data address of a party or of a party without business partner master data; or a CasualParty if neither master data nor addresses exist. A LeadParty node can be used in the following incomplete and non-disjoint specializations: SalesEmployeeParty, where a SalesEmployeeParty is a party that works in a lead process as part of a sales team and takes over the lead data for further processing; SalesPartnerParty, where a SalesPartnerParty is a party that initiates and implements business transactions for another company, ResponsibleEmployeeParty, where a ResponsibleParty is a party that is responsible for processing a document; ProspectParty, where a ProspectParty is a party that has a business interest or that is suspected of having a business interest; SalesUnitParty, where a SalesUnitParty is a party that represents a sales organization responsible for selling goods or services; ServiceUnitParty, which is a party that represents a service organization in which a requested service is planned and implemented; ExternalParty, where an ExternalParty is a party that does not work within an own enterprise.
The elements located directly at the node Party are defined by the inline structure: APCRM_S_LEA_PARTY_EL. These elements include: PartyKey, PartyUUID, RoleCategoryCode, RoleCode, AddressReference, DeterminationMethodCode, and MainIndicator. PartyKey is an identifier of a LeadParty in as PartyRole within a business document, and may be based on datatype KDT: PartyKey. PartyKey/PartyTypeCode is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. If a business partner or organizational unit are referenced, the attribute includes associated identifiers. If an unidentified identifier is entered, for example by the user, the attribute includes such an identifier. PartyUUID is a unique identifier for a business partner, an organizational unit, or associated specializations, and may be based on datatype GDT: UUID. RoleCategoryCode may be optional, is a Party Role Category of a LeadParty in a business document, and may be based on datatype GDT: PartyRoleCategoryCode. RoleCode may be optional, is a Party Role of a LeadParty in a business document or master data object, and may be based on datatype GDT: PartyRoleCode. AddressReference is a unique identifier for an address of a business partner, an organizational unit, or associated specializations, and may be based on datatype GDT: PartyAddressReference. DeterminationMethodCode may be optional, is a coded representation of a party determination method, and may be based on datatype GDT: PartyDeterminationMethodCode. MainIndicator indicates whether a LeadParty is emphasized in a group of parties with a same PartyRole, and may be based on datatype GDT: Indicator, with a qualifier of Main.
The following composition relationships to subordinate nodes exist: PartyContactParty, with a cardinality of 1:CN. The following inbound aggregation relationships may exist: Address Snapshot, from the business object Address Snapshot/node Root, with a cardinality of C:CN; and Party, from the business object Party/node Party, with a cardinality of C:CN, which is a Party that is involved in a Lead.
The following specialization associations for navigation may exist: Address Snapshot Overview, to the business object Address Snapshot/node Overview, with a target cardinality of C; Parent, to the node Lead, with a target cardinality of 1; Root, to the node Lead, with a target cardinality of 1; Main Party Contact Party, to the node Party Contact Party, with a target cardinality of C, which is an association to a main contact person; and Used Address target, to the business object Used Address/node Used Address, with a cardinality of C, which is an address of a Party that is involved in a Lead. Such an address can be a referenced address of a master data object. In some implementations, an instance of the TO UsedAddress represents such an address. The node ID of the node in a master data object can be determined via the PartyTypeCode, PartyAddressUUID and PartyAddressHostTypeCode elements that have a composition relationship to the DO address that is to be represented by the TO UsedAddress. In some implementations, if the PartyUUID exists, the PartyTypeCode also exists. In some implementations, Parties may only be referenced via the Transformed Object Party that represents at least one of the following business objects: Company, CostCentre, SalesUnit, ServiceUnit, MarketingUnit, PurchasingUnit, ReportingLineUnit, Supplier, Customer, Employee, or BusinessPartner.
Party Contact Party is a natural person or organizational unit that can be contacted for a lead party. The elements located directly at the node Party Contact Party are defined by the data type LeadPartyContactPartyElements. These elements include: PartyKey, PartyUUID, AddressReference, DeterminationMethodCode, and MainIndicator. PartyKey may be optional, is an identifier of a contact in a PartyRole within a business document, and may be based on datatype KDT: PartyKey. PartyKey/PartyTypeCode is a coded representation of a type of party, and may be based on datatype GDT: BusinessObjectTypeCode. PartyKey/PartyID is an identifier for a party, and may be based on datatype GDT: PartyID. A PartyUUID is a unique identifier of a contact, and may be based on datatype GDT: UUID. AddressReference may be optional, is a unique reference to an address of a contact, and may be based on datatype GDT: PartyAddressReference. DeterminationMethodCode may be optional, is a coded representation of a party determination method, and may be based on datatype GDT: PartyDeterminationMethodCode. MainIndicator may be optional, indicates whether a contact is emphasized in a group of contact parties with a same PartyRole, and may be based on datatype GDT: Indicator, with a qualifier of Main.
An Address Snapshot inbound aggregation relationship may exist from the business object Address Snapshot/node Root, with a cardinality of C:CN. An inbound association relationship may exist from the business object Party/node Party, with a cardinality of C:CN, which is a referenced Party in Master Data.
The following specialization associations for navigation may exist: Address Snapshot Overview, to the business object Address Snapshot/node Overview, with a target cardinality of C; Root, to the node Lead, with a target cardinality of 1; Parent, to the node Party, with a target cardinality of 1; and Used Address, to the business object Used Address/node Used Address, with a target cardinality of C, which is an address of a Party that is involved in a Lead.
An inbound service ManageLeadIn can be associated with a LeadProcessing process component and with a Customer Relationship Management deployment unit, can be an inbound and stateless web service, can be used to manage leads, can be associated with a Manage Lead In Check as Bundle operation and a Manage Lead In Maintain as Bundle operation, and can be used to migrate lead data from a source system or file.
The web service interface Manage Lead In can be used to connect external applications to an enterprise system and to create and edit leads in the enterprise system. The web service interface Manage Lead In can be relevant, for example, if a company wants to access and manage lead data from external applications. The web service interface Manage Lead In provides the operations MaintainBundle and CheckMaintainBundle.
Below is an example of a web service request.
Regarding existence of referenced business data, some business data may only be referenced and may not be created by the service operations. For example, such data can exist in the system at the time the web service is called. Such data can include data for business partners and related projections such as prospects, employees, etc. Such data can also include data for Products, Materials, Services, and Campaigns.
Regarding the Check Maintain Bundle operation as compared to the Maintain Bundle operation, the Maintain Bundle operation can enable external applications to create and change business document data while the Check Maintain Bundle operation can enable external applications to simulate maintain bundle requests without changing business document data. For example, the Check Maintain Bundle operation can be configured to return system messages similar to corresponding maintain bundle operations, provide a same message type as the corresponding operation Maintain Bundle, not assign internal numbers from a productive number range interval (e.g., number range statuses are not increased), and not change business documents.
Action codes can represent an instruction to a recipient of a web service request to process transmitted message node elements. An action code of “01” can represent a creation. The system can return an error message if a node element to create already exists. An action code of “02” can represent an update. The system can return an error message if the node element to update does not exist. An action code of “03” can represent a deletion. The system can return an error message if the node element to delete does not exist. An action code of “04” can represent a save. A save can result in the creation and/or changing of node element data. An action code of “05” can represent a removal. In response to a remove request, the system can delete a node element. In some implementations, the system does not send an error message if the node element to remove does not exist (e.g., in contrast to the delete action code). An action code of “06” can represent “No Action”. In response to a “No Action” action code, the system does not change a specified node element. In some implementations, a default action code can exist. In some implementations, the default action code is “04” save.
In some implementations, in response to detecting action code “04” (Save), the system creates business documents if the system does not identify a matching target business document, such as if no business document ID or UUID is provided by the web service consumer. The web service consumer (e.g., external application) can be responsible for providing correct business document IDs or UUIDs, in order to avoid the accidental creation of duplicate business documents.
Processing of the inbound service ManageLeadIn can include list processing. For example, the processing of node elements with cardinality >1 (for example, a list of parties with a certain party role) can be controlled using List Complete Transmission Indicators (LCTI). A LCTI can indicate whether a list of node elements is completely transmitted. A LCTI of a node element with cardinality >1 can be modeled as an attribute of a parent node element (e.g., using a notation of “attribute name: <name of child element> ListCompleteTransmissionIndicator). A LCTI with a value of false can indicate that a list of node elements is not completely transmitted. Accordingly, all node elements that are not transmitted can remain unchanged. If transmitted node elements in the list can be uniquely identified, the system can process the node elements according to an action code. If transmitted node element(s) in the list cannot be uniquely identified, the system can append the node element(s) to a corresponding list of node elements in a target business document. A LCTI with a value of true can indicate that a list of elements is completely transmitted. Accordingly, all node elements that are not transmitted can be removed. If no node element is transmitted, a complete list can be removed. In some implementations, a default LCTI can exist. In some implementations, the default LCTI has a value of false. In some implementations, an LCTI refers to the completeness of a list of node elements and does not imply completeness of sub-elements.
Regarding empty and missing elements, in some implementations, optional leaf elements in request messages that are not transmitted within a web service request are not changed in corresponding business documents.
The Maintain Bundle and Check Maintain Bundle operations can be mass-enabled stateless synchronous web service operations. In some implementations, transferring or requesting amounts of data that are too large can causes communication timeouts. In some implementations, the web service consumer can be responsible for ensuring reasonable sizes of data for mass operations. For example, 100 kilobytes can be a reasonable size. In some implementations, a larger or smaller size can be considered a reasonable size.
In some implementations, the Maintain Bundle and Check Maintain Bundle operations support exactly one execution (e.g., idempotency). To ensure exactly one execution of a web service request, the web service consumer can provide unique values for the elements ID or UUID of a BasicMessageHeader node element.
Using a change state identifier (e.g., element name ChangeStateID), external applications can enforce that a modifying operation is not executed because the state of a business document has changed since the external application last read data of the business document. The change state ID can be an uninterpretable string that is provided by query and read operations and can be utilized by some or all modifying operations. In some implementations, if the change state identifier is provided when calling a modifying operation, the system does not perform the operation if the state of the business document instance has changed since the change state ID was last computed. In some implementations, if the change state ID is not provided by the web service consumer, the system performs the web service operation without checking the state of the business document. In some implementations, the web service consumer (e.g., external application) is responsible for preventing accidental changes to business documents.
In some implementations, request node elements with cardinality >1 include an object node sender technical identifier to relate response message elements and log items to corresponding node elements in a request message. Object node sender technical identifiers can be provided as ObjectNodeSenderTechnicalID elements in request message types and can be referred to as ReferenceObjectNodeSenderTechnicalID elements in corresponding response message types. In some implementations, if the object node sender technical ID is initial, the object node sender technical ID of the parent node element in the request is returned as a reference object node sender technical ID. In some implementations, if the object node sender technical IDs of all parent node elements are initial, the reference object node sender technical ID is also returned as initial. In some implementations, the values specified in the ObjectNodeSenderTechnicalID are transient values that establish the correspondence between elements for a single call. In some implementations, the web service consumer is not required to specify such values or to use the same values for different calls. Also, in some implementations, the service provider does not interpret such values. Instead, the service provider can return such values to the web service consumer in one or more ReferenceObjectNodeSenderTechnicalID elements. In some implementations, the ObjectNodeSenderTechnicalID is used to identify failed business document modifications in a mass operation.
An example request is shown below.
An example response is shown below.
The structure of a response message can include two parts: 1) a business document-specific part including information about IDs and UUIDs of created and changed business documents; and 2) Log items including system messages such as errors, warnings, and information messages raised by the system during processing of the web service request.
External applications which consume web services can have special requirements and restrictions regarding the format of WSDL (Web Service Definition Language) definitions. In a first case, some external applications can use service definition WSDL definitions describing a web service signature. Such definitions can be normally sufficient for the creation of static client-side proxies. In a second case, other external applications, such as applications that do not create static client-side proxies, can use binding WSDL definitions including an endpoint definition and authentication policy information. In both cases, it may be the case that the external application imposes special restrictions on the structure or the size of WSDL definitions. A first system can use binding WSDL definitions and consider elements with an attribute “minOccurs=0” as “mandatory”. In a second system, “minOccurs=0” can mean “optional”. In order to circumvent such a problem, a WSDL definition can be saved locally and an additional attribute “nillable=true” can be added to make a query parameter optional for the first system. For small clients (e.g., mobile devices), the size of a WSDL definition may become a problem. The client may only use a small part of the signature, but due to the complexity of the WSDL definition, the client may experience long runtimes during serialization of the request or deserialization of the response. In order to circumvent such a problem, the WSDL definition can be saved locally and the optional parts of the signature can be removed before the WSDL definition is imported or static client-side proxies are generated. External applications can take into account that web service request and response message types can be enhanced with additional elements and attributes. Enhancements can be created by an enterprise system manufacturer, partners of the enterprise system manufacturer, or administrators, to name a few examples. Enhancements of request message types can be optional elements or attributes. For optional elements and attributes, the enterprise system does not require an external application to provide values in a request. Enhancements of response message types can include mandatory elements or attributes. The external application can be able to process such an extended response successfully. Standard XML element and attribute names are generally stable. Technical definitions of data types can be enhanced in a manner compatible with standard XML. Such an approach may result in changed data type names. External applications can rely on standard XML element names and attribute names, but generally should not entirely rely on enhanced data type names.
Possible scenarios for the inbound service ManageLeadIn include the following: Create Lead, in which the MaintainBundle operation can be used to create leads; and Update Lead, in which the MaintainBundle operation can be used to update leads.
Below is example XML code which can be used to create a lead.
Below is example XML code which can be used to update a lead.
An operation Manage Lead In Check as Bundle has a name of CheckMaintainBundle, can be synchronous, can be used to check a lead, such as to check if a lead can be created, updated, or deleted, without errors. In some implementations, the web service request and response message types for the CheckMaintainBundle operation are the same as those of the Maintain Bundle operation.
An operation Manage Lead In Maintain as Bundle has a name of MaintainBundle, can be synchronous, and can be used to maintain a lead, such as to create, update, or delete a lead. The request message of the operation MaintainBundle can include a BasicMessageHeader node element as well as a lead node element that includes data to be created or updated. The lead node element can occur multiple times in the request message, which can indicate that multiple leads can be created and updated through a single web service request. The response message type of the operation MaintainBundle can include log items, processing information and a lead-specific node with ReferenceObjectNodeSenderTechnicalID and ChangeStateID elements, as well as ID and UUID elements.
The Lead node element can include general lead information, such as ID, UUID, name, qualification level code and other data. Some or all of the data for the Lead node can be related to general data on a Lead user interface. The UUID is a unique identifier of a lead which can be generated by the web service. The ID is a unique identifier of a lead which can be generated automatically by the system. The name element can describe a lead, such as how a lead may be presented in the user interface.
The QualificationLevelCode specifies a classification of a potential interest of a customer. Example QualificationLevelCode values represent Cold, Warm, and Hot. In some implementations, if a QualificationLevelCode is set, the LifeCycleStatusCode can be automatically set to Qualified in the backend system. In some implementations, if a QualificationLevelCode is not specified by the customer on creation or is removed by the customer on update, the LifeCycleStatusCode can be set back to Open if the lead has not reached a status of Handed Over, Accepted or Declined. Otherwise removing the QualificationLevelCode can lead to an error.
The StartDate element can include the start date of a lead. The date can be a specification of an exact day in the Gregorian calendar. If not specified by the consumer, a default value can be set to the current date. An example StartDate element is “<StartDate>2012-05-25</StartDate>”. The EndDate element can include the end date of a lead. The date can be the specification of an exact day in the Gregorian calendar. If not specified by the consumer, a default value can be set according to an entry in a business configuration (e.g., a default can be 30 days after the start date). An example EndDate element is “<EndDate>2002-04-19</EndDate>”.
The element LifeCycleStatusCode can indicate the status of a lead. Example LifeCycleStatusCode values include Open, Qualified, Handed Over (e.g., if “Lead Processing with Lead Transfer” is scoped), Accepted, Declined, and Converted. If not specified by the consumer, a default LifeCycleStatusCode can be set by the web service according to specified lead attributes. In some implementations, if the attribute QualificationLevelCode is specified, the web service sets the LifeCycleCode to Qualified. In some implementations, the status Handed Over can be set only if the ‘Lead Processing—With Lead Transfer’ is scoped. Otherwise the web service can fail with an error. In some implementations, if the status Hander Over is set for an existing lead, the lead can have a QualificationLevelCode, a valid SalesResponsibleEmployeeParty, and a valid ProspectParty. Otherwise, the web service can fail with an error message.
In some implementations, the status Accepted can be set if a lead has a valid QualificationLevelCode, a valid SalesResponsibleEmployeeParty, and a valid ProspectParty. If a new lead is created with status Accepted, such attributes can be provided. In some implementations, if an existing lead is updated with status Accepted, the lead already has such attributes filled or such attributes are provided in the message of the web service. In some implementations, it is not possible to set the status Accepted or Declined and to set the ResultReasonCode in one call of the web service. The call may fail with an error indicating that the ResultReasonCode is not changeable. The web service can be called two times: 1) to set the status Accepted or Declined; and 2) to set the ResultReasonCode.
The element GroupCode can be used to specify an assignment of a lead to a specific group. The GroupCode can include the following values, depending on business configuration settings: Prospect for Product Sales, Prospect for Service, Prospect for Training, and Prospect for Consulting. If not specified by the consumer, a default group code to can be set by the web service.
The element OriginTypeCode can indicate the origin of a lead. The OriginTypeCode can include the following values, depending on business configuration settings: Trade Fair, External Partner, Campaign, Telephone Inquiry, and Roadshow. If not specified by the consumer, a default OriginTypeCode can be set by the web service.
The element ResultReasonCode can be used to specify a reason of a current lead result. The ResultReasonCode can include the following values, depending on business configuration settings: Lost Due to Product, Lost Due to Price, Lost Due to Service, Won Due to Product, Won Due to Price, Won Due to Service, Accepted Because of High Revenue Potential, Accepted Because of High Chance of Success, Accepted for Strategic Reasons, Rejected Because of Low Revenue Potential, Rejected Because of Low Chance of Success, and Rejected Because of Wrong Target Segment. If not specified by the consumer, a default ResultReasonCode can be set by the web service.
By specifying a CampaignPredecessorReferenceID, a lead can be associated with a campaign that is a direct predecessor of the lead. A Note node element can enable text to be associated with a lead. In some implementations, for every update (e.g., action code “02” or “04”), an existing entry for Note can be replaced by new text.
Below is an example for creating a new note entry:
The AttachmentFolder node element can be used to add and remove lead attachments. Data for the AttachmentFolder node can be presented on the lead user interface as attachments. On the user interface, files and links can be created. In the web service request, links and files can be differentiated through the CategoryCode element, which can have a value of Document or Link. Types of attachments can be differentiated by a TypeCode element. For example, an attachment type can be Standard Attachment.
Example XML code below can be used to create an attachment.
To create a file attachment, document elements can include the following element/value pairs: VisibleIndicator=true; CategoryCode=2 (e.g., Document), TypeCode=<none>, Name=<Document Title>, AlternativeName=<Document Title>, Description=<Comment>.
The item node can include information regarding products, product categories or descriptions, and a prospect a lead is interested in. Each item can be defined by a combination of one or more of ID, Description, QuantityValue, MaterialID, ServiceProductID, ProductStandardID, and ProductCategoryInternalID. Below is an example of creating an item.
When updating an item that includes a MaterialID, ServiceProductID or ProductStandardID, the ProductCategorylnternalID can be left unprovided, as the ProductCategorylnternalID may not be changeable if the item already has a product ID. In some implementations, if the ProductCategorylnternalID is provided for an update and differs from an original maintained ProductCategorylnternalID, an error message can be provided in the response indicating that the product category ID is a read only field that cannot be changed.
The MarketingResponsibleEmployeeParty node element can include an identification for a party that is responsible for a marketing side of a lead. In some implementations, only a business partner internal ID is provided. Below is an example for MarketingResponsibleEmployeeParty.
The SalesResponsibleEmployeeParty node element can include an identification for a party that is responsible for a sales side for a lead. In some implementations, only a business partner internal ID is provided. Below is an example for SalesResponsibleEmployeeParty.
The ProspectParty node element can include an identification for a prospect party, one or more contacts of the prospect party and a main indicator flag. Below is an example for ProspectParty.
The message type Lead Bundle Maintain Request sync is derived from the business object Lead as a leading object together with its operation signature. The structure of the message type Lead Bundle Maintain Request sync is determined by the message data type LeadMaintainRequestBundleMessagesync. The messagedata type LeadMaintainRequestBundleMessagesync includes the packages BasicMessageHeader. BasicMessageHeader is typed by BusinessDocumentBasicMessageHeader.
Lead includes the following attributes: actionCode and itemListCompleteTransmissionIndicator. The actionCode attribute may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. The itemListCompleteTransmissionIndicator attribute may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. Lead includes the following non-node elements: ObjectNodeSenderTechnicalID, ChangeStateID, UUID, ID, Name, QualificationLevelCode, StartDate, EndDate, LifeCycleStatusCode, GroupCode, OriginTypeCode, ResultReasonCode, and CampaignPredecessorReferenceID. ObjectNodeSenderTechnicalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ObjectNodePartyTechnicalID. ChangeStateID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ChangeStateID. UUID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:UUID. ID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:BusinessTransactionDocumentID. Name may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:LANGUAGEINDEPENDENT_LONG_Description. QualificationLevelCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:LeadQualificationLevelCode. StartDate may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Date. EndDate may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Date. LifeCycleStatusCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:LeadLifeCycleStatusCode. GroupCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:LeadGroupCode. OriginTypeCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:CustomerTransactionDocumentOriginTypeCode. ResultReasonCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:CustomerTransactionDocumentResultReasonCode. CampaignPredecessorReferenceID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:BusinessTransactionDocumentID.
Lead includes the following node elements: Note, with a cardinality of 1:C;
AttachmentFolder, with a cardinality of 1:C; Item, with a cardinality of 1:CN; MarketingResponsibleEmployeeParty, with a cardinality of 1:C; SalesResponsibleEmployeeParty, with a cardinality of 1:C; and ProspectParty, with a cardinality of 1:C.
Note includes the actionCode attribute, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. Note includes the following non-node elements: ObjectNodeSenderTechnicalID and ContentText. ObjectNodeSenderTechnicalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ObjectNodePartyTechnicalID. ContentText may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:LANGUAGEINDEPENDENT_Text.
AttachmentFolder includes the following attributes: DocumentListCompleteTransmissionIndicator and ActionCode. DocumentListCompleteTransmissionIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. ActionCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. AttachmentFolder includes the following non-node elements: UUID, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:UUID.
AttachmentFolder includes the following node elements: Document, with a cardinality of 1:CN. Document includes the following attributes: PropertyListCompleteTransmissionIndicator and ActionCode. PropertyListCompleteTransmissionIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. ActionCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. Document includes the following non-node elements: UUID, LinklnternalIndicator, VisibleIndicator, CategoryCode, TypeCode, MIMECode, Name, AlternativeName, InternalLinkUUID, Description, and ExternalLinkWebURI.
UUID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:UUID. LinkInternalIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. VisibleIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. CategoryCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:DocumentCategoryCode. TypeCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:DocumentTypeCode. MIMECode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:MIMECode. Name may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:LANGUAGEINDEPENDENT_Name. AlternativeName may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:LANGUAGEINDEPENDENT_Name. InternalLinkUUID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:UUID. Description may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:Description. ExternalLinkWebURI may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:WebURI.
Document includes the following node elements: Property, with a cardinality of 1:CN; and FileContent, with a cardinality of 1:C. Property includes the following attributes: PropertyValueListCompleteTransmissionIndicator and ActionCode. PropertyValueListCompleteTransmissionIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. ActionCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. Property includes the following non-node elements: TechnicalID, Name, DataTypeFormatCode, VisibleIndicator, ChangeAllowedIndicator, MultipleValueIndicator, NamespaceURl, and Description. TechnicalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ObjectNodeTechnicalID. Name may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:LANGUAGEINDEPENDENT_Name. DataTypeFormatCode may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:PropertyDataTypeFormatCode. VisibleIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. ChangeAllowedIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. MultipleValueIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. NamespaceURl may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:NamespaceURl. Description may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:Description.
Property includes the following node elements: PropertyValue, with a cardinality of 1:CN. PropertyValue includes the ActionCode attribute, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. PropertyValue includes the following non-node elements: TechnicalID, Text, Indicator, DateTime, and IntegerValue.
TechnicalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ObjectNodeTechnicalID. Text may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:LANGUAGEINDEPENDENT_Text. Indicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. DateTime may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:GLOBAL_DateTime. IntegerValue may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:IntegerValue.
FileContent includes the ActionCode attribute, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. FileContent includes the following non-node elements: TechnicalID and BinaryObject. TechnicalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ObjectNodeTechnicalID. BinaryObject may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:BinaryObject.
Item includes the actionCode attribute, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. Item includes the following non-node elements: ObjectNodeSenderTechnicalID, UUID, ID, Description, QuantityValue, ProductUUID, MateriallnternalID, ServiceProductlnternalID, ProductStandardID, and ProductCategorylnternalID.
ObjectNodeSenderTechnicalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ObjectNodePartyTechnicalID. UUID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:UUID. ID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:BusinessTransactionDocumentItemID Description may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:SHORT_Description. QuantityValue may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Quantity. ProductUUID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:UUID. MateriallnternalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ProductlnternalID. ServiceProductlnternalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ProductlnternalID. ProductStandardID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ProductStandardID. ProductCategorylnternalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ProductCategoryInternalID.
MarketingResponsibleEmployeeParty includes the BusinessPartnerinternalID non-node element, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:BusinessPartnerInternalID. SalesResponsibleEmployeeParty includes the BusinessPartnerinternalID non-node element, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:BusinessPartnerInternalID.
ProspectParty includes the following attributes: partyContactPartyListCompleteTransmissionIndicator and actionCode. The partyContactPartyListCompleteTransmissionIndicator attribute may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator. The actionCode attribute may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. ProspectParty includes the following non-node elements: BusinessPartnerinternalID, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:BusinessPartnerinternalID. ProspectParty includes the following node elements: ContactParty, with a cardinality of 1:CN.
ContactParty includes the actionCode attribute, which may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ActionCode. ContactParty includes the following non-node elements: ObjectNodeSenderTechnicalID, BusinessPartnerInternalID, and MainIndicator. ObjectNodeSenderTechnicalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:ObjectNodePartyTechnicalID. BusinessPartnerInternalID may have a multiplicity of 0 . . . 1 and may be based on datatype BGDT:BusinessPartnerinternalID. MainIndicator may have a multiplicity of 0 . . . 1 and may be based on datatype CDT:Indicator.
A number of implementations have been described. Nevertheless, it will be understood that various modifications may be made without departing from the spirit and scope of the disclosure. Accordingly, other implementations are within the scope of the following claims.