erp order note 1

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SAP Note 1078575 - ERP sales transactions in SAP CRM

Note Language: English Version: 6 Validity: Valid Since 15.04.2009

Summary

Symptom This note deals with creating and changing ERP sales transactions in SAP

CRM.

Other termsERP sales transactions, SD quotation, SD order, SD contract

Reason and PrerequisitesYou should take this note into account before implementing the ERP sales

transaction in the CRM WebClient UI. Note that you require at least ERP

2005 in order to use ERP sales transactions in the CRM WebClient UI, CRM

2007.

This function supports sales employees with easy ERP sales documentprocessing. You can use the complete scope of functions only in SAP ERP.

See the following restrictions.

Solution

o Fields:

- Not all ERP customer order fields are available in the CRM

WebClient UI.

- Customer fields: Enhancements are not supported: However, userexists are supported.

o User decisions:

- User decisions possibilities (dialog boxes) are restricted to

the selection of the sales area.

- Further user decisions (for example, no selection is possible

if several ship-to parties are found) are not possible.

o Documents: Document types

The following sales document types are not supported:

- Inquiries

- Contracts: Value contract and group contract

Note: Only quantity contracts are supported.

- Scheduling agreements

The following document types are supported on the CRM WebClient UI

with restrictions in terms of user decisions or displaying

information.

- Make-to-order production process, third-party order processing,



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individual purchase orders: only without dialog box (you can

process the purchase order but there is no dialog box with PP

or MM information).

- The document type cannot be changed again after you have

selected it.

- Several document items that are not supported are proposed by

using the "Create" button (for example, the value contract).

o Documents: Determination

- Quotation determination is not supported.

- Contract determination is not supported.

o Documents: Copy/follow-up:

- Create with reference: You can only copy the complete document.

- Copying items

Note:You cannot copy items completely; for example,item-related partner data is not copied. Note that the option

for copying items supports only simple data input.

- There is no activity as a follow-up document for the purchase

order (only data transfer, no document flow)

- Quantity contracts: The ordered quantity is not displayed; the

purchase orders are visible only in the document flow (without

quantities).

- Billing plan is not supported.

o Product determination and substitution - The followingfunctions are not supported:

- Item proposal (top N)

- Batch determination

- Manual material substitution: Substitution is done

automatically (there is no dialog); the first product on a listis selected.

o Partner - restrictions:

- One-time customers are not supported.

- You can change the address only for the partner type "KU".

o Conditions/pricing:

- Columns for discount in the item (easy condition entry) are not

supported.

o ATP check - restrictions:



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- There is no confirmation proposal screen (partial delivery).

- There is no button for ATP checking (only automatic ATP is

possible).

- The ATP column in the item is not supported.

o Credit check - restrictions:

- You cannot manually trigger the credit check; only the

automatic credit check is supported (when saving).

o Error handling/logs:

Note:Unlike other SAP CRM applications, the SD logic is used; thismeans that one message is processed after another.

o Archiving:

Unlike other sales transactions in SAP CRM, the archive search is

not available for ERP sales transactions.

o Other functions that are not supported:

- Payment cards

- Print function

- Function "Exporting and send list"

- User status (defined by the customer)

- Attachments

- Scheduling of actions

- Change history

- Configuration

Header Data

Release Status: Released for Customer

Released on: 15.04.2009 12:00:41

Master Language: German

Priority: Recommendations/additional info

Category: Consulting

Primary Component: CRM-BTX-ERP CRM UI for ERP Sales Documents

Valid Releases



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Software Component Release From

Release

To

Release

and

Subsequent

BBPCRM 600 600 600

Related Notes

Number Short Text

1282550 Incorrect data when creating follow-up trans. from ERP doc.

1276341 ERP sales transactions in SAP CRM and data exchange

1236015 ERP sales transactions in SAP CRM