Product Information
Error Analysis in Manage Electronic Documents
Introduction
Within the lifecycle of an electronic document (a.k.a. eDocument), errors may occur and will be returned to eDocument processors after eDocuments have been submitted to legal/tax authorities/agencies (thereinafter referred to as tax authorities) in compliance with government regulations.
If you are unfamiliar with the SAP Document and Reporting Compliance solution, and you want to know how this solution could help with your electronic document processing and your business, you may first check this blog: A Walkthrough of SAP Document and Reporting Compliance App: Manage Electronic Documents
If you have tried our eDocument Cockpit on SAPGUI before, now let us treat you with our newest Fiori experience: Manage Electronic Documents. From eDocument Cockpit to Manage Electronic Documents: Better user experience, more powerful features
Now, eDocument processors must find out what went wrong, and where it happened, correct them, and resubmit them to tax authorities. They repeat this process over and over again until no more errors present themselves in SAP Document and Reporting Compliance.
Error statuses slow down a process, thus decreasing efficiency. The Manage Electronic Documents app comes with Error Analysis that assists you in troubleshooting errors, so that errors can be handled faster, and with much less effort. Now let’s take a deeper look at how Error Analysis came to be of help.
A Real Case
Document process status overview in the app
“Okay… 126 document errors need to be fixed… not as many as yesterday…”
Chandler clicked on one erroneous document under an Australia company code and went to the Document Details page. Under the Attachments tab, there’s the error message in the format of XML, which tax authorities sent back.
Document Details of one eDocument
This is what the error message XML looks like.
“Is this even for HUMANS to read?! I feel like I’m being punished here… Anyway, looks like the error message is hidden under <DeliveryReport>, then under <Error>, then under <ErrorText>, then under <SchematronValidationResult>, then … got it. under <message> tag… OK… now I find them.”
“I hate Italian error messages! I don’t know Italian! … and where to find the message in the gibberish XML. It is SO different from the error XMLs of Australia”
Seems like the error messages come in different structures in XML because we have different tax authorities in different countries and they operate in different ways. This does trigger a huge problem if eDocument processors work on multiple country cases like Chandler.
“This is too much work. I want to quit! I spent 4 hours going into each of those 126 documents to find out what went wrong with them. And now, I have to spend, maybe, another 2 hours to email each document’s responsible person to let them fix the issues.”
Error Analysis to Help
Let’s give Chandler a break. Luckily, we have Error Analysis now.
Key message extraction
Error Analysis has error extraction capability built in. The Manage Electronic Documents app now displays the most important error message content. Users don’t need to go through the error message XMLs that are not designed for human beings to read. The app extracts and displays only the business-oriented information for an error message with both business-oriented information and technical details (lengthy XML details).
“Wow! Now I don’t need to go into the XMLs. I can instantly know what went wrong with those documents at first glance”
Easy Notification
If you think someone can fix the errors with certain documents, now it’s easier to notify the person about the erroneous document. You can send them an email with document details from the Error Analysis page easily. You don’t need to copy the link to the document and compose the email content yourself anymore.
With Error Analysis, you can choose one or more documents on the Error Analysis page and send an email to the source document creator or the person you specify with just one click, and you don’t need to jump out of the Manage Electronic Documents app.
It didn’t stop just there. The Manage Electronic Documents app wants error handling even more friendly to eDocument processors like Chandler.
Document Grouping
The documents can be grouped by their error messages.
What’s more awesome is that you can Group Documents by Error Code. The Error Code column on the Error Analysis page shows the error code for eDocuments. If a document has multiple errors belonging to different error codes, then the system concatenates the error codes and displays the concatenated error code in the Error Code column. You can group eDocuments with errors by error code displayed in the Error Code column. Simply choose and then select Error Code. This way, you identify all the documents with the same errors at a glance. You can find error details in the Error Analysis Results column.
Documents grouped by Error Code
You can also select a different grouping attribute that meets your business needs in the Group dialog.
“These documents could be handled in the same way. Now, I can handle them with just one click! I will directly inform Dan of those documents he created. Stupid Dan! He made the same mistake 25 times! If I didn’t have the Error Analysis feature, I would have to click into those 25 documents before I found out it was all him!”
Document Grouping with Custom Error Category
with Automatic Notification*
Now, you may ask if documents with different error messages/codes can be grouped together on the basis that they could be handled in the same way. Why not?
You can group eDocuments with errors by custom error categories, such as master data error and communication error. Error categories, which display in the form of tabs, are the top-level groupings of documents on the Error Analysis page. On a tab, you can find a list of the documents with the errors belonging to that error category. You can further group the documents there, for example, by error code.
In addition, you can define the person responsible, their email address, and a solution proposal for an error category. This information is displayed on the top of the tab for that error category. It helps users fix errors or find the person responsible easily.
Documents grouped by customized error category: Configuration Issue
“Some errors pop up constantly. I know how to solve them. I know who is responsible. Now with some simple configuration steps, those issues will be handled by the Manage Electronic Documents app automatically. It identifies the documents with those errors, groups them, finds the responsible persons, and notifies them automatically*. My workloads are cut in half! ”
To achieve that, all you need to do is two simple configuration steps:
Configuration Step: Define Error Categories
Configuration Step: Assign Error Codes to Error Categories
J, the responsible person
“Oh, yeah. I did get the notification in the Launchpad and it directly took me to the eDocument”
Notification in Fiori Launchpad *
* Automatic Notification feature is planned for release, coming soon.
Spoiler Alert: Intelligent Error Analysis
In a future Manage Electronic Documents app release, document errors could be automatically categorized in terms of how document errors are handled, with no need for manual configuration. This is powered by machine learning technology.
“Does it mean that I would have to do literally nothing at all for my work??? ”
I guess…. in a way… yes.
Conclusion
Error Analysis in Manage Electronic Documents app makes eDocument processing faster, and with much less effort. Just try it!
If you have any question, you can also check
– A Walkthrough of SAP Document and Reporting Compliance App: Manage Electronic Documents
– More Blogs on SAP Document and Reporting Compliance
or simply just leave a comment to me!
Hello Chen,
thanks for this interesting blog related to error analysis.
is the Automatic Notification already available? if yes, where can i find the customizing do define error categories and responsibles?
Thanks
Isabella
Hi Isabella,
Thanks so much for your interest in this feature. I have forwarded your question to our product owner. She will have the most accurate answer for you. Just wait for a response. Thanks!
Best,
CD
Hello Isabella,
The Automatic Notification feature is available from CE2308 / OP 2023 FPS0. If you are Cloud user, please define error categories / responsible person / notifications to with SSCUI (ID105652) Define Error Categories for Error Analysis Page.
Feel free to contact me if you would like more details.
Best wishes
Jing
Hello Jing,
Thanks for your quick reply.
we are on OP 2021 FP3, so we have to wait until we are upgrading to OP2023.
after upgrading to OP2023: where can i find the customizing for maintaining error categories?
further question: does this customization lead only to a notification in fiori launchpad? or is it also possible to receive an email in addition?
thanks
isabella
Hello Isabella.
Please find in Customizing for Cross-Application Components, choose General Application Functions Document and Reporting Compliance Country/Region-Specific Settings <country/region> Electronic Document Processing. Find the Define Error Categories for Error Analysis Page Customizing activity.
There are two different ways to trigger emails as below:
Please find Help as below. as OP2023 FPS0 version has not reached to customer, you will find Notification part in future documentation.
https://help.sap.com/docs/SAP_S4HANA_ON-PREMISE/1fcc3a0b67f84d4e9fc0ab250cfb433d/6108651108fe4257b82e4d550a57f7c4.html?version=2022.002
Best wishes
Jing
Hello Jing,
thanks a lot for your answer.
i customized the error categories and error codes.
now i have to wait for our system upgrade to receive the automatic notifications.
one further question: how can i be sure that for every error a notification is sent?
e.g. if the error code is not assigned to the category yet - because we never had this error before.
Regards
Isabella