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.

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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

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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 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

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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

Extensibility is supported: customer fields in ERP sales transactions(BADIs were already 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:

QuotationSales Order

Across SAP CRM Channels

CRM Interaction CenterCRM Web Channel EnablementCRM 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

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

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CRM Product Proposals in ERP Quote and Order: Screenshot

Choose Product Proposal

Substitute initial item

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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

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CRM Product Catalog in ERP Quotation and Sales Order

Select products from the Product Catalog

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CRM Product Catalog in ERP Quotation and Sales Order

Browse Product Catalog and select products

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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 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

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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.

Product Configuration

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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

20,00

5,00

4,00

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Return Items

Create a return item by editing the item category

Returns

Manual selection of the item category for return items

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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

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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

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.

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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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