Entry of ERP Sales Documents in SAP CRM

You can use this function to create and change ERP sales documents, such as ERP quotations, ERP sales orders, and ERP quantity contracts, directly in SAP ERP, without leaving SAP CRM.

You carry out your pre-sales activities such as Opportunity Management and Activity Management in SAP CRM, and then, for example, process a rush order in SAP ERP without exiting SAP CRM.

This function is of particular use to sales employees who work mainly in SAP CRM and only occasionally or not at all in SAP ERP, and therefore do not require the full range of functions offered by SAP ERP Quotation and Order Management. For example, sales assistants can use this function to create simple sales orders.

Prerequisites

You can directly create and change an ERP sales document in SAP CRM once you have carried out the following:

You are using SAP CRM.
You are using SAP ERP for your Quotation and Order Management.
You have assigned the relevant ERP sales documents to a profile in Customizing for SAP CRM under Customer Relationship Management Transactions Settings for Sales Transactions Define Profiles for ERP Sales Transactions .
You have defined an RFC destination in Customizing for SAP CRM under Customer Relationship Management CRM Middleware and Related Components Communication Setup Define RFC Destinations .
You have defined a business role by copying the standard business role SALESPRO to your own in Customizing for SAP CRM under Customer Relationship Management UI Framework Business Roles Define Business Role .
You have defined cross-system copy control of transaction types in Customizing for SAP CRM under Transactions Settings for ERP Transactions Maintained via CRM Cross-System Copy Control for Opportunities and ERP Transactions .
If you want to use payment cards in ERP sales orders in SAP CRM, you have made settings in Customizing for SAP ERP under Sales and Distribution Billing Payment Cards .

Note Note

For more detailed prerequisites, see the configuration documentation for the Lead-to-Cash scenario in Solution Manager.

End of the note.

Features

When you maintain an ERP sales document using SAP CRM, the system enters data directly in SAP ERP. This means that you can decide yourself which system you use to process the sales order.

Creating ERP Quotations and Sales Orders as Follow-Up Transactions from a CRM Opportunity

The sales representative or sales assistant has determined a potential sales opportunity, and has therefore created an opportunity. If the customer then requests a quotation, the sales employee can immediately create an ERP quotation. To do so, the sales employee opens the opportunity that he or she created earlier, and creates the ERP quotation as a follow-up transaction from the opportunity.

When you do so, the following data is copied to SAP ERP:

Business partners
Sales organization
Note that the CRM sales organization for the ERP sales document is displayed in SAP CRM, and not the ERP sales organization.
Distribution channel
Division
Sales office
Sales group
Product configuration
Items
Product
Quantity
Notes
Unit

You can only display the following fields:

Product
Product ID
Transfer
Item number

You can navigate to the ERP sales document using the transaction history in the CRM follow-up activity.

Offering Alternative Items In ERP Quotations

In addition to the item requested by the customer, the sales employee can also offer an alternative item in the ERP quotation. In order to offer the alternative item, when the sales employee copies the standard item and the alternative item from the opportunity to the ERP quotation, the sales employee must make sure that the alternative item comes directly after (by item number) the standard item in the list of items.

Creating a CRM Follow-Up Activity from an ERP Sales Document

You can create a follow-up activity in CRM from an ERP sales document. You can then navigate to the ERP sales document via the transaction history of the CRM follow-up activity. The system shows the CRM follow-up activity in the following:

Transaction history of ERP sales orders, quotations, and quantity contracts
Document flow shown in SAP ERP (transactions VA02, VA22, and VA42)

Entering Payment Card Details in ERP Sales Orders

You can use payment cards in ERP sales orders in SAP CRM. For more information, see the following:

For information about payment card processing in ERP sales orders, see SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/ecc. Choose a release and then Application Help. In SAP Library, choose SAP ERP Central Component Logistics Sales and Distribution (SD) Payment Card Processing (SD-BIL-IV) .
For information about payment card security, see SAP Note 1786043.

Correcting Errors

The system handles errors according to SAP ERP rules. This means that if errors occur, you cannot save the sales order. You can only continue processing the sales order after the errors have been corrected.

Activities

Certain restrictions apply to this function. Therefore, it should only be used by sales employees who work at least occasionally in SAP ERP. For more information, see SAP Note 1236015.

Example

You create an ERP quotation in SAP ERP as a follow-up transaction for an opportunity in SAP CRM. The system sends data directly from SAP CRM to the follow-up transaction in SAP ERP.