Sales Order Processing (Configure-to-Order) 

Purpose

This business process makes it possible for you to deliver a specific product configuration and quantity, or to provide a service at a specific time. During sales order processing, a sales organization accepts the sales order and is responsible for fulfilling the contract.

Process Flow

       1.      Create sales order (SAP CRM)

This step can be triggered as follows:

¡        The customer accepts the quotation and places an order.

¡        You create a sales order and refer to a quotation (Processing Quotations).

The system copies the items from the quotation. You can also create a sales order independently of these steps.

       2.      Configure products (SAP CRM)

The system ensures that all necessary entries are made. If conflicts occur during the configuration, the system provides explanations and notes to help you to remove these conflicts (Conflict Handling (JSP-UI)).

You can search for product variants during configuration. This search is based on information that you previously entered Product Variants). You can replace the current configuration with the product variant. If you have made entries, the price of the configurable product is constantly updated to reflect the current price (Product Configuration in the Sales Transaction).

       3.      Check availability, schedule order and create requirements (SAP CRM and SAP R/3)

The system triggers an availability check and scheduling in SAP APO for every order item in SAP CRM. The system returns quantities and dates to SAP CRM. They are then saved in the sales order. A customer requirement is created in SAP R/3 at the same time (Availability Information in the Sales Order Using SAP R/3).

       4.      Determine and maintain conditions (SAP CRM)

You can process conditions, and the system determines prices (SAP CRM).

       5.      Perform credit check

The credit check is performed on the basis of the results of pricing. The result is confirmed in SAP CRM, and saved as the credit status at item level (Automatic Credit Check).

       6.      Replicate sales order

After the complete and error-free sales order has been saved in SAP CRM, it is replicated to the system for logistical processing. Order data is transferred together with confirmed scheduling lines to SAP R/3.

SAP R/3receives the sales order. Once the sales order has been replicated to SAP R/3, you can make changes in SAP CRM and SAP R/3. You can find more information under Data Exchange for Sales Transactions: CRM Enterprise - SAP R/3

       7.      Send order confirmation to customer (SAP CRM)

You can send the order confirmation electronically or in print form (Sales Order Confirmation by E-Mail).

       8.      Monitor status of order (SAP CRM)