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Simplified Sales Processes in Sales and Distribution 02 Locate this document in the navigation structure


Technical Data

Technical name of business function


Type of business function

Enterprise Business Function

Available as of

SAP enhancement package 4 for SAP ERP 6.0

Technical Usage

Central Applications

Application Component

SAP Sales and Distribution (SD)

Dependent business function that also needs to be activated

Sales and Distribution (LOG_SD_CI_01)

This business function helps you make your sales processes even more simple and transparent. Additional functions for customer service and the sales process make order processing more efficient:

  • Enhancements for the Business Package for Internal Sales Representative

    Internal sales representatives (portal role) can now check sales data for sales orders, order changes, and complaints on a Web user interface, and carry out the necessary sales steps without delay.

  • Improved sales order processing in the ERP system

    Internal sales representatives can create and edit sales order more quickly.


Your IT administrator can integrate the Billing: Resource-Related Billing workset with the Resource-Related Billing worklist from the Business Package for Service Provider into the Business Package for Internal Sales Representative.


You have installed the following components as of the above-mentioned version:

Component type


Required for the following functions only

Software Component


Portal content

SAP NetWeaver Portal 7.01, Business Package for Internal Sales Representative 1.4

Business Intelligence content

SAP NetWeaver Business Explorer (BI) 7.0.3 SP04


The additional functions are available in the Business Package Internal Sales Representative (portal role) for order processing and in the ERP system for the applications.

Business Package Internal Sales Representative

The following functions are available for the Internal Sales Representative portal role.

Configurable User Interface for Sales

So that sales representatives can organize company-specific sales processes more quickly and effectively and respond promptly to customer inquiries with the data requested, they require screens providing sales information that is specially tailored to their designated tasks.

Example Example

Occasional users benefit particularly from a user interface that is designed specifically for their tasks. For sales representatives whose roles make them exclusively responsible for entering sales orders, you can configure a simplified application for order entry. Sales representatives who have responsibility for the entire sales process, on the other hand, get a complex application with a variety of different information blocks.

End of the example.

You can tailor order processing to your company's needs as follows:

  • Configure layout

    Your IT administrator can use the IMG activity Configure User Interface to design a special interface for your sales processes. The standard system provides a number of preconfigured information blocks for order processing, which you can use as templates for your company-specific application configurations.

    In the configurator, your IT administrator can choose and position the exact fields, table columns, and tab pages you want to edit in your sales process.

    • You can configure information blocks for partners, texts, pricing, and payment cards in the header area, for example.

    • In the item area, you can also configure information blocks for schedule lines, availability information, and the last sales orders.

    Sales representatives can make additional personalization settings to configure the company-specific application even more precisely, such as hiding individual fields. Integration of customer-specific fields is also possible.

  • Implement business logic

    You can use the following Business Add-Ins (BAdIs) to integrate your company-specific business logic into standard order processing. For the list of BAdIs, see Customizing for Sales and Distribution.

Enhanced Personal Worklist Order Tracking

Sales representatives can use this worklist to check the status of sales orders in individual sales areas (delivery status and billing status, for example), and react promptly to customer inquiries about the overall status of the order. The ability to quickly check the current status helps sales representatives to optimally plan and execute the sales process based on a customer's requirements, such as an individual purchase order.

  • To determine the status, the system also takes the date specifications into account. If a process has not yet started, for example, the system looks at the planned date.

  • You can call the status information as follows:

    • You can check the status of the overall process for each document item on the overview screen, including the delivery status, goods movement status, rejection status, and incompleteness status.

    • You can also check the overall status for the document on the detail screen of a document item. As soon as the status is changed for at least one item, this processing status is reflected in the overall status. If all items are fully delivered and there is only a delivery delay for one item, for example, the overall status is not complete.

    • You can edit texts for the header and for the items.

    • The overview screen now displays the open delivery quantity for the document items that have not yet been fully delivered.

    • As well as the sales process from stock, the system also determines the sales data for third-party order processing. You can check the purchase requisition for a third-party business transaction, for example. The delivery data is not checked in this worklist.

Enhanced Personal Worklists for Sales

Several personal worklists have been enhanced with columns, checkboxes, or new selection criteria, for example.

Several standard queries are available for the new category (object type) Monitoring Individual Purchasing.

Enhanced Customer Cockpit Web Application

Sales representatives can quickly find the current customer data on a central dialog screen, and have easy access to other sales-relevant data for customers. For example, external sales employees can use the External Trigger Interface (ETI) to directly access the customer cockpit. If you integrate SAPphone, it can prepare the customer data when you call a customer or even initiate the customer call.

Enhanced Work Center Billing / Complaint

You can create personal worklists that contain important billing data.

  • Billing Documents and Billing Items

    These worklists provide important billing data for billing documents (header) and billing items, including the accounting document number, clearing date, due date, and last dunning date. You can edit open items from these worklists, for example.

  • Resource-Related Billing

    If your IT administrator has integrated the Resource-Related Billing workset from the Business Package for Service Provider into the Business Package for Internal Sales Representative, your sales representative can execute the following functions:

    • The standard query searches for SD document items (such as sales order items or contract items) that you can bill to a customer based on resources used for provision of services.

    • The sales representative gets a list with project-oriented SD document items, such as sales order items or contract items with an assigned WBS element. Upon confirmation of the resources used, your employee can invoice the customer for the services performed.

Enhanced Functions for Personal Worklists

The content of the worklists for Customers and Sales have been enhanced.

  • By using the following selection criteria, sales representatives can better restrict the results lists of a query to their personal tasks, for example by only selecting documents they are responsible for.

  • The worklist that has been determined contains columns with information about the user status and about texts of a document. You can use function keys to edit this data.

Improved Sales Order Processing

The following functions are available for order processing in the ERP system.

Processing of predefined price elements in the item overview

For inquiries, quotations, and sales orders you can edit frequently used price elements (such as list price, customer discount, sales net price) directly on the item overview. This simplifies processing since you only rarely have to make changes on the Conditions tab page. You can define price elements that are in the item overview in the document type.

  • To specify how predefined price elements are displayed in the item overview, you first define in Customizing how these price elements are to be identified in a pricing procedure. You can enter a condition type or subtotal. In the next step, you assign the predefined price elements to a document type.

  • You can also define which data is displayed for a predefined price element. You can display the condition amount, condition currency, price unit, and condition unit of measure. Alternatively, you can define that only the condition amount with the condition currency is displayed or only the condition amount normed to document currency, price unit 1 and sales unit of measure of the material is displayed.

Full text search for customers in document header (optional)

If you use the application component SAP NetWeaver - Search and Classification (TREX) (BC-TRX) in your company, you can simplify the search for internal customer numbers when creating a sales document. Your sales representatives can now use the familiar full text search based on the SAP search engine to search for sold-to parties (customers) in the document header as well. Address data that is known for the customer (such as name, city, street) helps you find the required customer quickly or provides a customer list with the complete address data and search terms. If the search result is unique, the system fills the internal customer number directly in the field. If the search results in several hits, you see a results list from which you can select the customer you need.

  • The SAP search engine service (TREX Search Engine as the search engine service in the standard system) searches the indexed dataset for the business object Customer Master (KNA1).

  • In Customizing you can define for each sales document type whether you want to use the full text search in the document header.

Displaying archived quotations

A high volume of data for sales documents requires early archiving of quotations. Since you still have electronic access to the archived quotations, you can control archiving without delay and carry out other electronic sales processes.

You can display archived quotations. The system first looks for the quotation in the database, and then in the archive. For the sales employee, the processing steps are identical, regardless of where the sales document is stored. Sales representatives see that they are processing an archived quotation in the message line and in the title of the transaction.