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 Data Exchange for Sales Orders: CRM Enterprise – ERP System

Purpose

You can transfer sales orders that have been created in SAP CRM to the ERP system, and trigger subsequent logistics processing there. The following processes can take place in the ERP system:

  • Shipping

  • Billing

  • Transferring to Accounting

You can create and change sales orders in SAP CRM and the ERP system. You can find the prerequisites that must be fulfilled for this under Data Exchange for Sales Transactions: CRM Enterprise – ERP-System .

Prerequisites

  • The prerequisites for sales transactions apply. See Data Exchange for Sales Transactions: CRM Enterprise – ERP System

  • You have maintained the appropriate Customizing settings for shipping, billing, and accounting in the ERP system.

    Note Note

    Specify in Customizing of the ERP system which processes are to take place there and how they are to run. There is no automatic matching of settings between SAP CRM and the ERP system.

    End of the note.

Process Flow

The following graphic illustrates what happens when an order is transferred from CRM Enterprise to the ERP system, and the possible subsequent processes.

The transfer from CRM Enterprise to the ERP system takes place as follows:

  1. You save a sales order without errors in SAP CRM.

  2. The system transfers the order to the ERP system. The required subsequent processes are triggered.

  3. The system updates the document flow for the sales order in SAP CRM. You receive information regarding delivery, billing and goods issue.

  4. The ERP system returns the following information from the subsequent logistic processes to CRM Enterprise, that you can display in the CRM transaction:

    • Status information (transaction has been delivered or billed)

    • Quantity delivered

    • Quantity billed

    • Billed value

    • Posted value of goods issue