To make the overview clearer, the worklists that technically belong together are grouped together in different categories.

There are links for accessing each personal object worklist (POWL) via links. For example, you can get a list containing incomplete sales orders or a list with sales orders blocked for delivery.

You can display or change the documents directly from the work lists.

You can incorporate these lists in your company's processes by creating a print version or exporting them to an Excel file.

Personalization functions allow your sales employees to adapt the work lists to their personal tasks by creating personal views and layouts, for example.

You can use analyses to determine order values, business volume values, as well as incoming orders.

A powerful search function quickly finds the requested customer data so the employee can react directly to the customers' wishes.

The Customer Cockpit is a working environment that enables the sales employee to react very effectively to customer inquiries.

The Customer Fact Sheet provides important customer information as a complement to the Customer Cockpit. The sales employee can use this data to prepare for customer visits, for example. A configurable information block contains, for example, address data, business partner data, and credit information. You can check sales documents for this customer and process the list of contact persons. There are several analytical functions available for customer evaluations, such as the incoming orders expected based on open quotations.

The Price and Availability Information provides quick information on prices and available quantities for one or more materials.

Order Tracking

You can directly call up the status of sales orders and see which sales steps have already been carried out, such as delivery, storage, goods movement, billing (for order-related billing), and rejection. There are multiple navigation options, for example you can call up the document flow or the detailed data of a document.

Call-Off Situation of Contracts

You get information on the release situation of contract items (quantity contracts and value contracts) and can directly create an order for the selected contract.

Monitoring Individual Purchase Orders

You monitor the progress of sales orders with individual purchase orders and can quickly give the customer information about the goods receipt or time and quantity deviations.

Results of Rescheduling

If you have executed rescheduling for backordered sales orders, you can check the changes made to the already confirmed delivery dates and quantities and inform your customer about them.

Additional personal object worklists: Sales documents, expiring documents, incomplete sales documents, delivery blocked sales documents

Delivery Due Orders

This list contains sales orders that are due for shipment and quickly provides your sales employee with an overview of the labor required. You can also use the selected delivery due list to make manual changes to the planned delivery situation.

Picking List without Lean WM

You can use this worklist to process deliveries with items relevant for picking without Lean Warehouse Management (Lean WM). For example, you can copy a pick quantity as the delivery quantity or pick an outbound delivery with a material to be handled in batches.

Picking List with Lean WM

You can use this worklist to process deliveries with items relevant for picking with Lean Warehouse Management. For a selected delivery, you can create transfer orders with which stock movements (such as stock removals) can be executed in the warehouse management system. There are various processing options depending on the batch management requirement:

Transfer Order Confirmation List

This gives you an overview of the deliveries with transfer orders that require confirmation. You can check the transfer orders and confirm them in the foreground or in the background.

Due for Post Goods Issue

You can post one or more outbound deliveries as goods issues.

Billing Due List

You can select all SD documents due for billing and create billing documents in the foreground or in the background (collective billing document). You can bill various kinds of documents, such as deliveries that are posted in the goods issue, contracts with billing plans, as well as credit and debit memo requests.

You can create an individual billing document in the foreground. The system processes a collective billing document in the background.

Billing Documents

You get an overview of the billing documents primarily for one customer. An important piece of information is the processing status of the billing documents. You can check, for example, if the accounting document has been created, or if the document is incorrect, paid, or not paid.

Billing Items for Complaints

You get an overview of the billing items primarily for one customer. An important piece of information is the processing status of the billing documents. You can check, for example, if the accounting document has been created, or if the document is incorrect, paid, or not paid.

Sales employees can create a subsequent document such as a return, credit memo request, or debit memo request.

These functions are provided as personal object worklists.

The sales employee gets different lists with the customer-specific agreements, such as customer-specific prices, rebates, and free goods.

In addition, there are lists with prices for materials or freight costs. The sales employee also gets access to differentiated price lists for retail and wholesale trade.

For a simple search , you enter a search term on the selection screen. The search engine finds a document if the word you entered occurs in it - independent of which field in the word occurs in. The search includes texts that are assigned to the document. For a sales document, you can also restrict the search to a transaction activity (sales document type).

The extended search provides additional fields (attributes) from the sales documents. By using this data, you can more accurately filter the hit list.

Order Confirmation (SD_SDOC_FORM01)

Invoice/Billing Document (SD_INVOICE_FORM01)

Invoice List (SD_BIL_LIST_FORM01)

Customer Contacts (SD_CAS_FORM01)

Output Form for Customer Fact Sheet (SD_CFS_FORM01)

Mailing Example for Customer Contact (SD_CAS_MAIL_FORM01)

Enhanced Material Search with Creation

This function provides an index-based material search with a full text search across all fields, as well as the entry of further search criteria, an error tolerance, and key word search. So that the search generates an optimal results list, you can use additional functions such as displaying stock information from selectable plants/stores as well as different prices. The integrated catalog search allows you to search for vendor products. You can start the simplified creation of a material from the search function.

Material view

You see detailed material and customer information for order items.