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Setting up an eDocuments Data Mapping

In eDocuments, we have the ability to replicate the XML structure for the XInvoice and ZUGFeRD formats with individual nodes. In these nodes, we define from which tables the values should come. Data value and data mapping are the two options to obtain the values from the tables.

The following steps must be completed to create a new data mapping for eDocuments.

The Path to the XML Schemas

  1. Navigate to the search field.
  2. Enter eDocuments Schemas.
  3. The eDocuments Schema List opens.
  4. Select an eDocuments Schema.
  5. Navigate to the rows.
  6. Select the row where you want to create a new Data Value.
  7. Navigate to the Value column.
  8. Click on the Help Button.
  9. Click on New.
  10. The Data Value Card opens.
  11. Now follow the next steps.

General Tab

  1. Enter the Code for the data value.
  2. Enter the Description for the data value.
  3. Select the Table for the data value.

Info

  • Code = A short and unique description of the data value.
  • Description = A definition of the value that has been set up in this node.
  • Table = The table from which the value originates.

Definitions Tab

  1. Enter the Type "Data Mapping".
  2. Navigate to the Value field.
  3. Click on the Help Button.
  4. Click on New.
  5. The Data Mapping Card opens.
  6. Enter the same Code as on the Data Value Card.
  7. Enter the same Description as on the Data Value Card.
  8. Enter the same Source Table as on the Data Value Card:
  9. Navigate to the rows.
  10. Navigate to the Type column.
  11. Select the type Field.
  12. Navigate to the Target Table column.
  13. Enter the Target Table.
  14. Navigate to the Target Field column.
  15. Enter the Target Field to create a unique mapping to the Source Table.
  16. Navigate to the Source Table column.
  17. Enter the Source Table (for example: Supplier or Business Partner).
  18. Navigate to the Source Field column.
  19. Enter the Source Field to create a unique mapping to the Target Table.
  20. Move to the next row.
  21. Navigate to the Source Table column.
  22. Enter the Source Table (the same as in the previous row).
  23. Navigate to the Type column.
  24. Select the type Return Field.
  25. Navigate to the Source Table column.
  26. Enter the Source Table (the same as in the previous row).
  27. Enter the Source Field with the value you want to return.

Data Mapping Test

After you have created a data mapping, you can test the data mapping before use.

  1. Navigate in the Data Mapping Card to the menu bar.
  2. Click on Check Data Mapping.
  3. Select a document from the list.
  4. Confirm with OK.

Data Mapping Node IncludedNote for Additional Information

IncludedNote allows for the provision of additional information in an electronic invoice that is not contained in the standardized fields. This feature is used to convey notes such as legal requirements, payment terms, or general messages in a structured manner. This structure keeps the information readable for the recipient and machine-readable for systems.

To add additional information to a schema, follow these steps:

  1. Start as Document Dispatch Admin in the Role Center and search for XSD - Schema.
  2. Select a schema to which you want to add additional information.
  3. Use the Schema Data Search to search for IncludedNote.
  4. The data mapping IncludedNote has the following data values:
    • Content
    • Content Code
    • Subject Code
  5. The data value Content is the text of the additional information.
    • Please transfer within 14 days
  6. The data value Content Code is an optional identifier code that describes the content of the additional information more precisely.
    • GEN (General Message)
  7. The data value Subject Code is an optional identifier code for the thematic classification of the additional information
    • PAY (Thematic Classification as Payment Information)
  8. It is possible to copy the IncludedNote node.
  9. Click on IncludedNote in the Schema Data and then on the three dots in the Schema Data menu bar.
  10. Perform the action Copy Node.

Overview of Codes from the EN16931 Specification

Code Description
AAI Additional Information
REG Regulatory Information
SUR Seller's Notes
PUR Buyer's Notes
PAY Payment Information
DEL Delivery Information
GEN General Message
TXD Tax-related Information
PRC Price-related Information
DIS Discount or Rebate Information
INV Invoice-related Information

Example: Node BuyerTradeParty - Name

  1. Select and open the eDocuments Schema.
  2. Navigate to the Schema Data area.
  3. Open CrossIndustryInvoice.
  4. Open SupplyChainTradeTransaction.
  5. Open ApplicabeHeaderTradeAgreement.
  6. Open BuyerTradeParty.
  7. Navigate to the row Name.
  8. Click on the three dots in the Value column.
  9. Click on New in the menu bar.
  10. Navigate to the General tab.
  11. Define a P-S-I-HEADER_BILLTO_NAME for the new data value.
  12. Define a Booked Sales Invoice Header for Bill-to Name for the new data value.
  13. Define the Sales Invoice Header - 112 for the new data value.
  14. Navigate to the Definitions tab.
  15. Select the Type: Data Mapping.
  16. Navigate to the Value field.
  17. Click on the Three Dots action.
  18. Click on New.
  19. The Data Mapping Card opens.
  20. Enter the same Code as on the Data Value Card.
  21. Enter the same Description as on the Data Value Card.
  22. Enter the same Source Table as on the Data Value Card:
  23. Navigate to the rows.
  24. Navigate to the Type column.
  25. Select the type Field.
  26. Navigate to the Target Table column.
  27. Enter the Source Table with "Sales Invoice Header - 112".
  28. Navigate to the Target Field column.
  29. Enter the Source Field with "No." to create a unique mapping to the Source Table.
  30. Navigate to the Source Table column.
  31. Enter the Source Table with "Sales Invoice Header - 112".
  32. Navigate to the Source Field column.
  33. Enter the No. to create a unique mapping to the Target Table.
  34. Move to the next row.
  35. Navigate to the Source Table column.
  36. Enter the Sales Invoice Header (the same as in the previous row).
  37. Enter the Source Field with "Bill-to Name".
  38. Navigate to the Type column.
  39. Select the type Return Field.
  40. Save and close.

Data Mapping Test

After you have created a data mapping, you can test the data mapping before use.

  1. Navigate in the Data Mapping Card to the menu bar.
  2. Click on Check Data Mapping.
  3. Select a document from the list.
  4. Confirm with OK.

Info

With the data mapping, we can jump from table to table when we have a unique identifier from the second table to filter the specific record.