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Process documentationSales Order Processing with ERP Sales Order in CRM


You can use this business process to create and process an ERP sales order without leaving the CRM WebClient UI. The sales order is saved directly in SAP ECC and only exists in SAP ERP.

An ERP sales order is a customer's binding request to a company to deliver a specific quantity of products or to provide services, at a specific time. A sales organization accepts the sales order, and thus becomes responsible for fulfilling the contract.

Note Note

Certain restrictions apply for this process. You can find extensive information about these restrictions in SAP Note 1236015.

End of the note.


This graphic is explained in the accompanying text.

The process runs as follows:

  1. Create ERP sales order (SAP ECC)

    This process step can be triggered as follows:

    • The customer accepts the ERP quotation and places an order.

    • You create an ERP sales order with reference to this quotation. The system copies the items from the quotation.

    • You directly create an ERP sales order.

  2. Enter products (SAP ECC)

  3. Propose products with product proposal (SAP ECC)

    A number of different product proposals are available to support sales of additional complementary or alternative products. Product proposals can be used to offer accessories, using up-and down-selling and cross-selling. Product proposals can also be based on ERP past orders, listings and top-n lists.

  4. Propose products with product catalog (SAP CRM)

    CRM product catalogs can be used to search for, browse for and select products for the ERP sales order.

  5. Check availability, schedule order and create requirements (SAP ECC)

    The system triggers an availability check and scheduling in SAP ECC for every order item. The confirmed quantities and dates are displayed and saved in the sales order. At the same time, a customer requirement is created in SAP ECC.

  6. Determine and maintain conditions (SAP ECC)

    The system determines the prices and value of individual items. If necessary, you can maintain these.

  7. Check completeness (SAP ECC)

    Based on the SAP ECC Customizing settings, the sales order is checked for completeness. The incompletion log is displayed to the user and incompleteness reasons have to be resolved before the sales order can be released for delivery in SAP ECC.

  8. Check credit limit(SAP ECC)

    SAP ECC runs a credit check based on the pricing results; the credit check result is displayed and saved as the credit status at item level.

  9. Send ERP sales order acknowledgement to customer (SAP ECC)

    You can send documents to the customer using automatic output determination in SAP ECC.

  10. Monitor status of the ERP sales order (SAP ECC)