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SAP CRM order entry options – An introduction to SAP ERP Sales Order

by The Tip Doctor

September 23, 2012

At his session “Navigate Your Options for Creating Sales Orders in SAP CRM”,  Christian Matz of ecenta gave a detailed presentation on the different options to create sales orders via SAP CRM (rather than the traditional route, via SD):

  • SAP CRM Sales Order
  • SAP ERP Sales Order
  • Transaction Launcher
  • Other options

Christian Matz’s session points out some potential challenges with order entry in SD as well as SAP CRM features that empower sales agents to provide additional services, such as cross-selling, integration with campaigns or loyalty programs, and product catalog features.

Christian also points out that in order to use SAP CRM functionality, you don’t have to store your orders in SAP CRM. In fact, one of the many options he details is SAP ERP Sales Order, which uses CRM WebUI and allows you to use additional CRM functionality without rebuilding everything in SAP CRM.

He goes through the pros and cons of SAP ERP Sales Order vs. SAP CRM Sales Order, but here are just some of the basics of SAP ERP Sales Order covered in his session:

SAP ERP Sales Order — Basics

  • The SAP ERP sales order is created and stored only on the SAP ERP database, while using the CRM WebUI as a front end, which is more user friendly
  • All business functions are performed directly in SAP ERP, while only certain data is needed in SAP CRM
    • Partners for searching
    • Products for searching and product substitution
    • Configuration
  • All subsequent processes are directly handled in SAP ERP
  • CRM middleware is only needed for replicating the master data, but not for order entry
  • Requires activation of business function SD_01 in SAP ERP

SAP ERP Sales Order — Integration with ERP

  • The SAP ERP sales order will execute the same code as the order entry transaction VA01 in SAP ERP, including all existing user exits
    • Especially if Pricing is being performed using the ABAP pricing engine in SAP ERP
  • The values are filled directly based on SAP ERP configuration
    • It is not necessary to download the configuration to SAP CRM
  • If you have an existing SAP ERP system, prototyping this scenario can be achieved quickly!

SAP ERP Sales Order — Integration with CRM

  • Certain SAP CRM functionality can be used along with the SAP ERP sales order, such as:
    • Product Proposal (up-/down-/cross-selling)
    • Select products from the product catalog
  • The SAP ERP sales order can be a part of CRM processes
    • Interaction Center
      • ?     Interaction Record in SAP CRM
      • ?     SAP ERP Sales Order in ERP
    • Lead-to-Cash
      • ?     Lead and Opportunity in SAP CRM
      • ?     SAP ERP Quote or SAP ERP Sales Order in ERP
  • Certain SAP CRM functionality can be used along with the SAP ERP sales order, such as:
    • Product Proposal (up-/down-/cross-selling)
    • Select products from the product catalog

Christian also noted that SAP ERP Sales Order integration  & features are being enhanced and updated, so be sure to check out the latest SAP Notes.

Looking for more CRM advice & updates? Attend the next SAPinsider CRM conference -  CRM 2013 - this spring, March 5-8 2013 in Las Vegas.  You can also find more from Christian Matz in his  past Q&A on Insider Learning Network on CRM 7.0 and on SAPexperts’ CRM hub.

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