Post on 26-Oct-2015
description
ERP Quotation and Sales Order in CRM WebClient UI Detailed View
SAP Enhancement Package 1 for SAP CRM 7.0CRM Sales - SFA
© SAP 2009 / Page 2
ERP Quote, Order, Quantity Contract in CRM WebClient UI
ERP Quote
Recognizing that many SAP customers have substantial investments in their SAP ERP order
management deployments, SAP CRM is now providing a set of capabilities that enable SAP CRM and
ERP customers to better leverage these existing investments.
The primary goal is to extend the CRM user experience in the order management space to the front
office users responsible for order creation or processing.
© SAP 2009 / Page 3
From Lead to ERP Sales Order With CRM WebClient UI
Presales processes Sales operations in
CRM WebClient
GenerateCRM lead
Manage ERP quotation
Qualify/Close CRM opportunity
Process ERP sales order
Logistics fulfillment in
ERP
Account payable in ERP
Invoice processing in
ERP
Business flow
1. Create or generate leads with marketing campaign
2. Track, qualify and close opportunities
3. Manage and track ERP quotations
4. Process ERP Sales orders
5. Fulfill logistics needs
6. Process invoices in ERP
7. Manage account payables
© SAP 2009 / Page 4
CRM
Marketing/Pre-Sales
In general, this new capability enables use of both the CRM Web client UI as well as the CRM B2B
Web shop UI on top of the supported SAP ERP SD transactions. The capability leverages a
connection between the respective UI support layers and SAP ERP which allows for the same flexible
UI configuration that is available in the standard CRM UIs.
ERP Quotation and Sales Order in CRM Web Client UI - Overview
J2EE
ERP
CRM
Business Engine: ERP-SD
CRM WebClient
Business Layer
Presentation LayerBusiness Server Pages
LORD (I +II) APIs
UI Support Layers
Underlying ERP + CRM Application
Web UI Browser
CRM B2B Shop
Business Layer
Presentation LayerJava Server Pages
© SAP 2009 / Page 5
Features at a Glance
Quotations, standard orders and quantity contracts can be processed in CRM WebClient UI
Flexible business processes are configured across systems
Follow-up transactions after an opportunity can be configured with any type of ERP Quotation, Sales Order or Quantity Contract
CRM Sales Tools are integrated in the ERP Quotation and Sales Order business flow
CRM products proposal, cross-selling, up-selling, campaign-based product suggestions, CRM listing and ERP historical orders
CRM Catalog Search and Browse with ERP Quotation and ERP Sales Order
Configuration of products is supported
Pop-ups are available:
For partner selection when multiple partner exist (e.g.: ship-to, contact persons,..)
For quotation determination in ERP sales order in CRM Web UI
For contract determination in ERP sales order in CRM Web UI
Returns order is supported
Bill of Material explosion in ERP Sales transactions is supported
Extensibility is supported: customer fields in ERP sales transactions(BADIs were already supported)
© SAP 2009 / Page 6
CRM Product Proposals in ERP Quotation and Sales Order Across Channels
CRM Product Proposal features are available for the SAP ERP transactions:
QuotationSales Order
Across SAP CRM Channels
CRM Interaction CenterCRM Web Channel EnablementCRM WebClient
…
……
© SAP 2009 / Page 7
CRM Product Proposals in ERP Quotation and Sales Order: Features
Focus on interactive selling: “Show Product Proposals” lists products in an additional view for easy transfer to the quote or order items in a second step
AccessoriesUp-/Down-Selling ProductsCross-Selling ProductsTop N product listCampaign/Trade Promotion Products
Focus on quick and easy entry: “Propose items from (…)” directly into the order items from
ERP Past OrdersCRM Listings
© SAP 2009 / Page 8
CRM Product Proposals in ERP Quote and Order: Screenshot
Choose Product Proposal
Substitute initial item
© SAP 2009 / Page 9
CRM Product Proposal in ERP Quotation and Sales Order: Other Features
PricingIn the proposal view, the CRM Net Price List price can be displayedAfter transfer of the products to the ERP quote/order item, the actual ERP price is displayed in the item list
Availability informationIn the proposal view availability information can not be displayedAfter transfer of a product to the ERP quote/order item, the actual ATP check result is displayed in the item list
Product proposals on Subitem-levelCross-selling is also possible on subitems
© SAP 2009 / Page 10
CRM Product Catalog in ERP Quotation and Sales Order
Select products from the Product Catalog
© SAP 2009 / Page 11
CRM Product Catalog in ERP Quotation and Sales Order
Browse Product Catalog and select products
© SAP 2009 / Page 12
Selection Pop-Ups in ERP Transactions in CRM Web UI
Pop-up partner selection in ERP Quote, Sales Order and Quantity contractPop-ups to list open quotations based on the ERP configurationPop-ups to list open ERP contracts based on the ERP configuration
Based on ERP configuration rule (e.g.: header level or item level)Quantity and value contract are listed
© SAP 2009 / Page 13
Next/Previous navigation
Groups split onto multiple pages
Buttons to easily move/copy elements to different pages and
create Page Labels
Interactive product configuration is supported from opportunity to order. The user experience is further enhanced with user guidance, reordering of options based on marketing requirements.
Product Configuration
© SAP 2009 / Page 14
Bill of Material Explosion
The subitems resulting from the explosion of the Bill of Material (BOM) in ERP are displayed in the CRM WebClient UI for the ERP Sales Order
The case and the empties are sub-items of item no. 10
20,00
5,00
4,00
© SAP 2009 / Page 15
Return Items
Create a return item by editing the item category
Returns
Manual selection of the item category for return items
© SAP 2009 / Page 16
ERP Quote and Order in CRM WebClient UI: Additional Features
Document Flow is linking two documents across CRM and ERP in this scenarioTrack ERP Quotation and Sales Order information in CRM OpportunityTrack CRM Opportunity in ERP Quotation and Sales Order
Copy Control is supported across CRM and ERP systemsActual information included in copy control : Items (Including Item Selection), Notes (Header and Items), Business Partners (at Header and Item Level), Sales Area Data, Product Configuration
Configured product is supported from Opportunity to ERP Quotation and Sales OrderDisplay of subitems from Bill Of Material – explosion in ERP Sales Orders in SAP CRM Channels
CRM Interaction CenterCRM Web Channel EnablementCRM WebClient
Manual selection of the item category for return items in ERP orders SAP CRM ChannelsCRM Interaction CenterCRM WebClient
© SAP 2009 / Page 17
Background Information
ERP 6.0 EhP4 is required to take advantage of these new business process capabilities
CRM WebClient UI for ERP Sales Transactions is targeting casual users:
Brings the main steps of business processes in the CRM WebClient User Interface: ERP transactions can be rolled out to thousands of front office users to handle standard cases (e.g. self service, order status check)
Simplified Terminology for casual users
Expert business handling will continue to require use of SAP GUI with ERP
CRM Mobile Sales cannot be deployed directly with ERP quotation and sales order management
Extensibility is supported
Customer fields in ERP sales transactions (header and item level)
User exits and BADIs (Business Add-In) without pop-ups are supported
Pricing remains completely in ERP SD (If real-time pricing is required in catalog or opportunity Then IPC Pricing can be used)
The target industries for this initial scope are OEMs, IM&C, Mills and Beverage however the intent is to allow for other industries to leverage these capabilities as well.
© SAP 2009 / Page 18
Further Information
SAP CRM - Ramp-Up Knowledge Transfer (RKT)http://service.sap.com/rkt-crm
SAP CRM – Demo Portalhttp://crmportal.wdf.sap.corp:1080
SAP CRM – WiKihttps://wiki.wdf.sap.corp/display/SAPCRMHub/Home
SAP CRM - Help Portalhttp://help.sap.com/
SAP Service Marketplacehttp://service.sap.com/
© SAP 2009 / Page 19
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