Sales Order Processing with CRM Mobile Sales
Purpose
You can create a sales order, process it, and transfer it to CRM Enterprise using this business process. A sales order is a customer’s binding request to deliver a specific quantity of products or provide a specific service at a specific time.
Prerequisites
You have made the necessary settings for the following functions, if required:
● Availability check
For more
information, see
Customizing for
Availability Information.
● Document generation
For more
information, see
Document
Generation.
Process Flow
1. Create sales order (CRM Mobile Client)
You create a sales order with items. You can also create the sales order with reference to an existing quotation. In this case, the system copies the items from the quotation.
2. Configure products (CRM Mobile Client)
If necessary, you can configure products again for every item of the quotation.
3. Check availability (CRM Mobile Client and SAP APO)
You check the availability of the required products in SAP APO (direct Remote Function Call). The prerequisite for this is that you are working online at this time, and that you are connected to SAP APO.
This check is an example of availability information only; the system does not create customer requirements in SAP APO.
4. Determine and maintain conditions (CRM Mobile Client)
You maintain the conditions, and the system determines the respective prices and value of individual items.
5. Generate order documents (CRM Mobile Client)
You generate the order document, print it, and provide your business partner with a copy.
The system generates the order document in Microsoft Word format as an attachment to the sales order.
6. Submit order (CRM Mobile Client)
You complete the order and submit it so that it is replicated in CRM Enterprise.
7. Synchronize data (CRM Mobile Client)
You synchronize data between the Mobile Client and CRM Enterprise.
8. Replicate data (CRM Server)