Show TOC

Function documentationSearching for, Displaying and Printing ERP Sales Transactions

 

Searching for and Displaying ERP Sales Transactions

If you want to provide your customer with information on the current status of a sales order that has already been created, you can use the Search function to locate transactions quickly, and forward the necessary information to the customer immediately. In addition, this function allows you to enter changes requested by the customer quickly and easily in the sales transaction.

Displaying ERP transactions related to the relevant account

You can display ERP sales transactions, that is, ERP quotations, ERP sales orders and ERP quantity contracts, related to the relevant account on the Account overview page, under the corresponding assignment blocks. This allows you to gain an overview of all existing ERP sales transactions for a specific customer, for example, in preparation for a customer visit.

Sales representatives can also create new ERP sales transactions, edit or delete existing ERP sales transactions from these assignment blocks. When you create a new ERP sales transaction from here, the Sold-to Party field is automatically filled with the account from the Account overview page. Once you save and return to the Account overview page, the newly created ERP sales transaction appears in the relevant assignment block.

Data retrieval parameters are delivered for each of these assignment blocks, which enable you to filter which data you want to display on the corresponding assignment blocks. For example, you may only want to display ERP sales orders with posting dates for last month.

The following data retrieval parameters are available for the corresponding assignment blocks:

  • ERP Quotations: Posting Date, Transaction Type, Valid From/To

  • ERP Sales Orders: Posting Date, Transaction Type

  • ERP Quantity Contracts: Transaction Type, Valid From/To

For more information on data retrieval parameters, see Configurable Data Retrieval.

To use this function, you must activate the business function Sales and Service (CRM_SLS_SRV_1).

Printing ERP Sales Transactions

You can print ERP sales transactions, that is, ERP quotations, ERP sales orders and ERP quantity contracts from SAP CRM. This allows sales representatives to preview, save or print ERP transactions in order to check them, share them with their team, or file them to their documents. It is not intended for sales representatives to send transactions directly to their customers; this will continue to be done from SAP ERP.

Once you have saved the ERP sales transaction in SAP CRM, you can use the Preview Output pushbutton for a print preview with a PDF viewer. You can also save locally or print out the preview using a PDF viewer. To print ERP sales transactions, you can choose the output type set up in SAP ERP, including PDF-based print forms, SAPscript and Smart Forms. No specific Customizing settings are required for this in SAP ERP.

For more information, see PDF-Based Print Forms

See also following notes:

  • SAP note for Enhancement Package 4 for SAP ERP: Printing Solution 1401468

  • SAP note for Enhancement Package 1 for SAP CRM: 1413354

To use the printing function, you must activate the SAP ERP business function Sales&Distribution Simplification 2 (Order-to-Cash) (LOG_SD_SIMP_02) in Enhancement Package 4 for SAP ERP 6.0.