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Provide an overview of the integration, explaining:
business purpose and goals
how data is transferred between the systems
prerequisites such as software versions, infrastructure setup, required licenses, etc.
Yokoy features supported (i.e. import of POs, users, multiple financial dimensions, etc.)
notable limitations or features that it does not support.
This section should summarize the subsequent sections in the documentation at a high level. Please link to the corresponding section as appropriate
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Please note that separate licenses are required for syncing expenses and syncing invoices. The specific functionality chosen will also affect the initial https://dataunitag.atlassian.net/wiki/spaces/BYDYOKOY/pages/3687022612/Set+up process. |
🧾 Expense
Yokoy Connect’s purpose is to
Functionality Overview
🧾 Expense
The purpose of Yokoy Connect is to synchronize all employees and cost centers required for using Yokoy Expense, ensuring seamless integration with Yokoy. It also enables the automatic export of expenses from Yokoy to SAP Business ByDesign, ensuring that all liabilities are accurately recorded in the system and paid out promptly.
Functionality Overview
The following table provides an simple overview of the main functionalities of Yokoy Connect.
Sync SAP Business ByDesign employees as users to Yokoy | The integration provides a way to sync SAP Business ByDesign employees with your Yokoy system and |
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update them, when changes occur. As employees can not be used to create open balances in SAP SAP Business ByDesign, a new supplier is created and linked to the employee using an extension field. If you are already using Yokoy, the mapping of both users can be imported via the API on request.
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Sync SAP Business ByDesign cost centers as cost objects to Yokoy | The integration provides a way to sync your SAP Business ByDesign cost centers with your Yokoy system as cost objects and updated them, when changes occur.
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Export expenses in Yokoy and sync |
them to SAP Business ByDesign as journal entries | The integration exports expenses with the status Ready for Export |
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them as journal entries in SAP Business ByDesign.
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Export card transaction expenses in Yokoy and sync |
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them to SAP Business ByDesign as journal entries | The integration exports card transaction expenses with the status Ready for Export them as journal entries in SAP Business ByDesign.
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Integration Architecture
The following diagram illustrates how the data flows to and from Yokoy.
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Further information
Data TransferExchange | Licence | |
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Prerequisites | An active SAP Business ByDesign and Yokoy License for the usage of the needed functionality. Furthermore, all listed settings from Configuration & Setup are needed. | |
Known Limitations |
📄 Invoice
Functionality Overview
Integration Architecture
Include a high-level description and diagram illustrating the data flow to and from Yokoy. The description should expressly indicate:
the objects that are imported into Yokoy (e.g. users, cost objects, categories, tags, purchase orders, tax rates, etc.) the data that is exported from Yokoy.
You should include further details on the information imported into Yokoy and exported from Yokoy in subsequent sections.
User Sync
The employees from SAP Business ByDesign are used to create the users in Yokoy. As employees can not be used to create open balances in SAP SAP Business ByDesign, a new supplier is created and linked to the employee using an extension field.
F2: Creation of cost centers in Yokoy
The cost centers from SAP Business ByDesign can be synced as follows:
Get all cost centers from SAP Business ByDesign
Map and transform the data
Create the cost centers in Yokoy
Further information
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Data Transfer
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Yokoy Connect is designed to synchronize all suppliers necessary for utilizing Yokoy Invoice, enabling seamless integration with the platform. It also facilitates the automatic export of invoices from Yokoy to SAP Business ByDesign, ensuring that all supplier invoices are accurately recorded in the system and processed for timely payment.
Functionality Overview
The following table provides an simple overview of the main functionalities of Yokoy Connect.
Sync SAP Business ByDesign supplier as suppliers to Yokoy | The integration provides a way to sync SAP Business ByDesign supplier with your Yokoy system and update them, when changes occur. In detail organizational suppliers will be created in Yokoy and assigned to the relevant legal entities.
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Export invoices in Yokoy and sync them to SAP Business ByDesign as supplier invoices or credit memos | The integration exports invoices with the status Ready for Export and creates them as supplier invoices or credit memos in SAP Business ByDesign.
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Integration Architecture
The following diagram illustrates how the data flows to and from Yokoy.
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Further information
Data Exchange | |
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Prerequisites | An active SAP Business ByDesign and Yokoy License for the usage of the needed functionality. Furthermore, all listed settings from Configuration & Setup are needed. |
Known Limitations |
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