ERP_Quotation_Order-Sales

SAPCRM7.0DetailedViewSAPCRM7.0–SalesERPQuotationandSalesOrderinCRMWebClientUIERPQuote,Order,QuantityContractinCRMWebClientUI©SAP2008/Page2ERPQuoteRecognizingthatmanySAPcustomershavesubstantialinvestmentsintheirSAPERPordermanagementdeployments,SAPCRMisnowprovidingasetofcapabilitiesthatenableSAPCRMandERPcustomerstobetterleveragetheseexistinginvestments.TheprimarygoalistoextendtheCRMuserexperienceintheordermanagementspacetothefrontofficeusersresponsibleforordercreationorprocessing.©SAP2008/Page3FromLeadtoERPSalesOrderwithCRMWebClientUIPresalesprocessesSalesoperationsinCRMWebClientGenerateCRMleadManageERPquotationQualify/CloseCRMopportunityProcessERPsalesorderLogisticsfulfillmentinERPAccountpayableinERPInvoiceprocessinginERPBusinessflow1.Createorgenerateleadswithmarketingcampaign.2.Track,qualifyandcloseopportunities.3.ManageandtrackERPquotations.4.ProcessERPSalesorders.5.Fulfilllogisticsneeds.6.ProcessinvoicesinERP.7.Manageaccountpayables.CRMMarketing/Pre-Sales©SAP2007/Page4©SAP2007/Page4Ingeneral,thisnewcapabilityenablesuseofboththeCRMWebClientUIaswellastheCRMB2BWebshopUIontopofthesupportedSAPERPSDtransactions.ThecapabilityleveragesaconnectionbetweentherespectiveUIsupportlayersandSAPERPwhichallowsforthesameflexibleUIconfigurationthatisavailableinthestandardCRMUIs.ERPQuotationandSalesOrderinCRMWebClientUI-OverviewJ2EEERPCRMBusinessEngine:ERP-SDCRMWebClientBusinessLayerPresentationLayerBusinessServerPagesLORD(I+II)APIsUISupportLayersUnderlyingERP+CRMApplicationWebUIBrowserCRMB2BShopBusinessLayerPresentationLayerJavaServerPagesFeaturesataGlance„Quotations,standardorders,andquantitycontractscanbeprocessedinCRMWebClientUI„Flexiblebusinessprocessesareconfiguredacrosssystems„Follow-uptransactionsafteranopportunitycanbeconfiguredwithanytypeofERPQuotation,SalesOrder,orQuantityContract„CRMSalesToolsareintegratedintheERPQuotationandSalesOrderbusinessflow„CRMproductsproposal,cross-selling,up-selling,campaign-basedproductsuggestions,CRMlistingandERPhistoricalorders„CRMCatalogSearchandBrowsewithERPQuotationandERPSalesOrder„Configurationofproductsissupported„Returnsorderissupported„BillofMaterialexplosioninERPSalestransactionsissupported„Extensibilityissupported:customerfieldsinERPsalestransactions(BADIswerealreadysupported)©SAP2008/Page5CRMProductProposalsinERPQuotationandSalesOrderacrossChannels„CRMProductProposalfeaturesareavailablefortheSAPERPtransactions:„Quotation„SalesOrder„AcrossSAPCRMChannels„CRMInteractionCenter„CRMWebChannelEnablement„CRMWebClient………©SAP2008/Page6CRMProductProposalsinERPQuotationandSalesOrder:Features„Focusoninteractiveselling:“ShowProductProposals”listsproductsinanadditionalviewforeasytransfertothequoteororderitemsinasecondstep„Accessories„Up-/Down-SellingProducts„Cross-SellingProducts„TopnProductList„Campaign/TradePromotionProducts„Focusonquickandeasyentry:“Proposeitemsfrom(…)”directlyintotheorderitemsfrom„ERPPastOrders„CRMListings©SAP2008/Page7CRMProductProposalsinERPQuoteandOrder:ScreenshotChooseProductProposalSubstituteinitialitem©SAP2008/Page8CRMProductProposalinERPQuotationandSalesOrder:OtherFeatures„Pricing„Intheproposalview,theCRMNetPriceListpricecanbedisplayed„AftertransferoftheproductstotheERPquote/orderitem,theactualERPpriceisdisplayedintheitemlist„Availabilityinformation„Intheproposalviewavailabilityinformationcannotbedisplayed„AftertransferofaproducttotheERPquote/orderitem,theactualATPcheckresultisdisplayedintheitemlist„ProductproposalsonSubitem-level„Cross-sellingisalsopossibleonsubitems©SAP2008/Page9CRMProductCataloginERPQuotationandSalesOrderSelectproductsfromtheProductCatalog©SAP2008/Page10CRMProductCataloginERPQuotationandSalesOrderBrowseProductCatalogandselectproducts©SAP2008/Page11ProductConfigurationNext/PreviousnavigationGroupssplitontomultiplepagesButtonstoeasilymove/copyelementstodifferentpagesandcreatePageLabels„Interactiveproductconfigurationissupportedfromopportunitytoorder.Theuserexperienceisfurtherenhancedwithuserguidance,reorderingofoptionsbasedonmarketingrequirements.©SAP2008/Page12BillOfMaterialExplosion„ThesubitemsresultingfromtheexplosionoftheBillofMaterial(BOM)inERParedisplayedintheCRMWebClientUIfortheERPSalesOrderThecaseandtheemptiesaresub-itemsofitemno.10.20,005,004,00©SAP2008/Page13ReturnItems„CreateareturnitembyeditingtheitemcategoryReturnsManualselectionoftheitemcategoryforreturnitems.©SAP2008/Page14ERPQuoteandOrderinCRMWebClientUI:AdditionalFeatures„DocumentFlowislinkingtwodocumentsacrossCRMandERPinthisscenario„TrackERPQuotationandSalesOrderinformationinCRMOpportunity„TrackCRMOpportunityinERPQuotationandSalesOrder„CopyControlissupportedacrossCRMandERPsystems„Actualinformationincludedincopycontrol:Items(IncludingItemSelection),Notes(HeaderandItems),BusinessPartners(atHeaderandItemLevel),SalesAreaData,ProductConfiguration„ConfiguredproductissupportedfromOpportunitytoERPQuotationandSalesOrder„DisplayofsubitemsfromBillofMaterial–explosioninERPSalesOrdersinSAPCRMChannels„CRMInteractionCenter„CRMWebChannelEnablement„CRMWebClient„Manualselectionoftheitemcategoryf