ERP Quotation and Sales Order in CRM WebClient UI Detailed View. SAP Enhancement Package 1 for SAP CRM 7.0 CRM Sales - SFA

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ERP Quotation and Sales Order in

CRM WebClient UI Detailed View

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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.

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From Lead to ERP Sales Order With CRM

WebClient UI

Presales processes

Sales operations in

CRM WebClient

Generate

CRM 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

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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 Layer

Business Server Pages

LORD (I +II) APIs

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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

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CRM Product Proposals in ERP Quotation and

Sales Order Across Channels

CRM Product Proposal features are available for the SAP ERP transactions:

„

Quotation

„

Sales Order

Across SAP CRM Channels

„

CRM Interaction Center

„

CRM Web Channel Enablement

„

CRM WebClient

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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

„

Accessories

„

Up-/Down-Selling Products

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Cross-Selling Products

„

Top N product list

„

Campaign/Trade Promotion Products

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Focus on quick and easy entry: “Propose items from (…)” directly into the order

items from

„

ERP Past Orders

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CRM Product Proposal in ERP Quotation and

Sales Order: Other Features

„

Pricing

„

In the proposal view, the CRM Net Price List price can be displayed

„

After transfer of the products to the ERP quote/order item, the actual ERP price is

displayed in the item list

„

Availability information

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In the proposal view availability information can not be displayed

„

After 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-level

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CRM Product Catalog in ERP Quotation and

Sales Order

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CRM Product Catalog in ERP Quotation and

Sales Order

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Selection Pop-Ups in ERP Transactions in

CRM Web UI

„

Pop-up partner selection in ERP Quote, Sales Order and Quantity contract

„

Pop-ups to list open quotations based on the ERP configuration

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Pop-ups to list open ERP contracts based on the ERP configuration

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Based on ERP configuration rule (e.g.: header level or item level)

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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.

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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

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Return Items

„

Create a return item by editing the item category

Returns

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ERP Quote and Order in CRM WebClient UI:

Additional Features

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Document Flow is linking two documents across CRM and ERP in this scenario

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Track ERP Quotation and Sales Order information in CRM Opportunity

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Track CRM Opportunity in ERP Quotation and Sales Order

„

Copy Control is supported across CRM and ERP systems

„

Actual 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 Order

„

Display of subitems from Bill Of Material – explosion in ERP Sales Orders in SAP CRM

Channels

„

CRM Interaction Center

„

CRM Web Channel Enablement

„

CRM WebClient

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Manual selection of the item category for return items in ERP orders SAP CRM Channels

„

CRM Interaction Center

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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

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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

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Extensibility is supported

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Customer fields in ERP sales transactions (header and item level)

„

User exits and BADIs (Business Add-In) without pop-ups are supported

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Pricing remains completely in ERP SD (If real-time pricing is required in catalog or opportunity

Then IPC Pricing can be used)

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Further Information

„

SAP CRM - Ramp-Up Knowledge Transfer (RKT)

http://service.sap.com/rkt-crm

„

SAP CRM – Demo Portal

http://crmportal.wdf.sap.corp:1080

„

SAP CRM – WiKi

https://wiki.wdf.sap.corp/display/SAPCRMHub/Home

„

SAP CRM - Help Portal

http://help.sap.com/

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