To send document as fax from SAP systems via the Retarus service

[Former Member]

Purpose:

The purpose of the document is to reduce the effort of new Retarus service users.

Introduction:

This document is a reference work for SAP users wishing to transmit document as fax from SAP systems via the Retarus service. It contains description of each necessary step in SAP.

Prerequisites:

A SAP RFC connection should be in place between the SAP system and Retarus system permanently.

Below screenshots reveals the typical technical structure and settings made by the BASIS team to enable the service.

              

               

Document sending process:

Post all the required settings were made. Process of sending from SAP CRM system goes as below.

From the project I worked in requirement we had like when capturing an order, there are several steps like entering the sold– to-party, selecting products, entering discounts for products, changing the status to release and saving the order. Once the order status is set, an order confirmation should go to sold-to-party automatically as FAX using Retarus system.

Configuration at CRM end:

In CRM system an action definition with processing type as Method call is configured.  Below screenshots gives the details.

               

                

                

A SAP SMARTFORM has been designed and developed for this. The following is the sample layout we developed.

               

As the processing type is chosen as Method Call, an implementation automatically gets created in the BADI EXEC_METHODCALL_PPF with ID Z0EXECUTE. Write the following logic in the method ‘EXECUTE’ to send the document.

Retrieve the function module name of the SMARTFORM by calling the function module SSF_FUNCTION_MODULE_NAME and call the SMARTFORM with all the required importing and exporting parameter.

                  

                  

                   

• Call the function module CONVERT_OTF as below to convert the SMARTFORM output OTF data to PDF format.

Exporting	Value
FORMAT	‘PDF’
Importing	Value
BIN-FILE	L_OUTPUT
TABLES
OTF	ES_JOB_OUTPUT_INFO-OTFDATA[]
LINES	I_PDF_DATA

                   

• Call the method CREATE_DOCUMENT of class CL_DOCUMENT_BCS as below to create document.

Exporting	Value
I_TYPE	‘RAW’
I_SUBJECT	FAX SUBJECT
Receiving	Value
RESULT	LR_DOCUMENT

• Call the method XSTRING_TO_SOLIX of class CL_DOCUMENT_BCS as below to convert SMARTFORM into SOLIX table.

Exporting	Value
IP_XSTRING	L_OUTPUT
Receiving	Value
RT_SOLIX	I_SOLIX

• Call the method ADD_ATTACHMENT of document LR_DOCUMENT of type CL_DOCUMENT_BCS to add the content to the document.

Exporting	Value
I_ATTACHMENT_TYPE	‘PDF’
I_ATTACHMENT_SUBJECT	‘Order Confirmation’
I_ATT_CONTENT_HEX	I_SOLIX

• Call the method CREATE_PERSISTENT of class CL_BCS as below to create a send request.

Receiving	Value
RESULT	LR_BCS

• Call the method SET_DOCUMENT of above created request LR_BCS as below to set the document LR_DOCUMENT

Exporting	Value
I_DOCUMENT	LR_DOCUMENT

• Call the method CREATE of class CL_SAPUSER_BCS as below

Exporting	Value
I_USER	SY-UNAME
Receiving	Value
RESULT	L_SENDER

• Set sender to the request LR_BCS by calling the method SET_SENDER as below.

Exporting	Value
I_SENDER	L_SENDER

• Create recipient by call the method CREATE_FAX_ADDRESS of class CL_CAM_ADDRESS_BCS as below.

Exporting	Value
I_COUNTRY	I_FAX-COUNTRY
I_NUMBER	I_FAX-FAXNO
Receiving	Value
RESULT	L_RECIPIENT

• Set recipient to the request LR_BCS by calling the method ADD_RECIPIENT as below.

Exporting	Value
I_RECIPIENT	L_RECIPIENT

• Send fax request LR_BCS by calling the method SEND.

              

              

              

From the above section of coding, the recipient address or recipient can be identified based on the fax number and country maintained at master data level of business partner. This maintenance is a must to identify the recipient. Sender is someone who is using the system else can be set default by providing the SAP user id.

On successful document sent the request to send the document reaches outbox. Go to transaction code SOST. Below screenshot gives the same.

              

Complete details of the request including the document can be viewed on selecting the relevant options available under ‘Send Request’ in the workplace.

               

The status is indicated by a colored box in the first column and the relevant description is provided in the last column.