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SD_01: Business Package for Sales Representative (Enhanced) ( RELNSD_602_SD_01_ISR )

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SD_01: Business Package for Sales Representative (Enhanced)

Use

As of SAP ECC 6.0, Enhancement Package 2 (SAP_APPL 602), Logistics: S&D Simplification, you can further optimize the sales processes on a Web user interface.

Employees assigned to the portal role Internal Sales Representative, can easily access comprehensive sales information for the sales process in the portal. New work centers with new personal worklists optimize how they work and manifold services simplify and speed up the sales process.

Your sales employees can find these Web applications on a Web user interface in clearly structured, new or enhanced work centers. The following work centers are now available for the sales employees.

Work Overview (enhanced)

In this work center, your sales employees can find their entire personal worklist which gives them a quick overview of all their tasks.

• To make the overview clearer, the worklists that technically belong together are grouped together in different categories.

• You can access each personal object worklist (POWL) via links. For example, you can get a list containing incomplete sales orders or a list with sales orders blocked for delivery.

• You can display or change the documents directly from the work lists.

• You can incorporate these lists in your company's processes by creating a print version or exporting them to an Excel file.

• Personalization functions allow your sales employees to adapt the work lists to their personal tasks by creating personal views and layouts, for example.

You can use analyses to determine order values, business volume values, as well as incoming orders.

Customers (new)

In this work center, your sales employees find the information they need to quickly react to customer inquiries.

• A powerful search function quickly finds the requested customer data so the employee can react directly to the customers' wishes.

• The Customer Cockpit is a working environment that enables the sales employee to react very effectively to customer inquiries. The most important data, such as address and communication data, is displayed.
  The worklist is specifically adjusted to the selected customer, such as the list Last 10 Sales Documents. Multiple navigation options take you to additional customer information or services for further processing, such as displaying and changing customer data or order status tracking.

• The Customer Fact Sheet provides you with important customer information that compliments the Customer Cockpit. The sales employee can use this data to prepare for customer visits, for example. A configurable information block contains, for example, address data, business partner data, and credit information. You can check sales documents for this customer and process the list of contact persons. There are several analytical functions available for customer evaluations, such as the incoming orders expected based on open quotations.

• The Price and Availability Information provides quick information on prices and available quantities for one or more materials. The system checks the freely available quantity in accordance with the availability check in the selected plant (ATP quantity). This information is based on a specific customer and ensures that the system considers customer-specific prices and rebates.
  If the sales employee does not know the customer number at the time of the query, they can use a 'dummy' customer.

• Customer Maintenance is the main initial screen for sales employees when they want to process sales-relevant and general customer master data for the sales process. If you display customer master data, for example, you can call the customer fact sheet for additional data or switch to change mode if you need to make changes. In this Web application, you can also create new customers.

Sales (enhanced)

In this work center, your sales employees can process sales documents that need to be checked and, if necessary, changed for the further sales process, such as quotations, orders, and contracts.
The sales documents are grouped in personal object worklists that provide the specific functions and services required for the respective processing situation.
For example, the following personal object worklists are available with integrated processing functions:

• Order Tracking

You can directly call up the status of sales orders and see which sales steps have already been carried out, such as delivery, storage, goods movement, billing (for order-related billing), and rejection. There are multiple navigation options, for example you can call up the document flow or the detailed data of a document.

• Call-Off Situation of Contracts

You get information on the release situation of contract items (quantity contracts and value contracts) and can directly create an order for the selected contract.

• Monitoring Individual Purchase Orders

You monitor the progress of sales orders with individual purchase orders and can quickly give the customer information about the goods receipt or time and quantity deviations.

• Results of Rescheduling

If you have executed rescheduling for backordered sales orders, you can check the changes made to the already confirmed delivery dates and quantities and inform your customer about them.

• Additional personal object worklists: Sales documents, expiring documents, incomplete sales documents, delivery blocked sales documents

Order Fulfillment (enhanced)

In this work center, your sales employees can monitor the order fulfillment and carry out any necessary steps in order processing.
For example, the following personal object worklists are available with integrated processing functions:

• Delivery Due Orders

This list contains sales orders that are due for shipment and quickly provides your sales employee with an overview of the labor required. You can also use the selected delivery due list to make manual changes to the planned delivery situation.

• Picking List without Lean WM

You can use this worklist to process deliveries with items relevant for picking without Lean Warehouse Management (Lean WM). For example, you can copy a pick quantity as the delivery quantity or pick an outbound delivery with a material to be handled in batches.

• Picking List with Lean WM

You can use this worklist to process deliveries with items relevant for picking with Lean Warehouse Management. For a selected delivery, you can create transfer orders with which stock movements (such as stock removals) can be executed in the warehouse management system. There are various processing options depending on the batch management requirement:

• Transfer Order Confirmation List

This gives you an overview of the deliveries with transfer orders that require confirmation. You can check the transfer orders and confirm them in the foreground or in the background.

• Due for Post Goods Issue

You can post one or more outbound deliveries as goods issues.

Billing / Complaints (new)

In this work center, your sales employees can carry out billing and complaints processing.
For example, the following personal object worklists are available with integrated processing functions:

• Billing Due List

You can select all SD documents due for billing and create billing documents in the foreground or in the background (collective billing document). You can bill various kinds of documents, such as deliveries that are posted in the goods issue, contracts with billing plans, as well as credit and debit memo requests.

You can create an individual billing document in the foreground. The system processes a collective billing document in the background.

• Billing Documents

You get an overview of the billing documents primarily for one customer. An important piece of information is the processing status of the billing documents. You can check, for example, if the accounting document has been created, or if the document is incorrect, paid, or not paid.

• Billing Items for Complaints

You get an overview of the billing items primarily for one customer. An important piece of information is the processing status of the billing documents. You can check, for example, if the accounting document has been created, or if the document is incorrect, paid, or not paid.

Sales employees can create a subsequent document such as a return, credit memo request, or debit memo request.

Prices

This work center provides the sales employee with a flexible overview of the various price types as well as with comprehensive search options to find price data according to different selection criteria.

These functions are provided as personal object worklists. The sales employee gets different lists with the customer-specific agreements, such as customer-specific prices, rebates, and free goods.
In addition, there are lists with prices for materials or freight costs. The sales employee also gets access to differentiated price lists for retail and wholesale trade.

For more information, see Condition Information.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You make the settings for the Business Package for Internal Sales Representative in the Implementation Guide (IMG), under Sales and Distribution -> Portal Role "Internal Sales Representative".

• If you want to create new worklists for condition information, see the required activities under Personal Worklist for Condition Information.

• If you want to define new report views for the customer fact sheet, see the required activities under Customer Fact Sheet.

• If you want to enhance personal object worklists, see the required activities under Business Add-Ins -> Feeder Classes for Personal Worklists (Order Processing).

Further Information

rdisp/max_wprun_time - Maximum work process run time   General Material Data  
This documentation is copyright by SAP AG.

Length: 11799 Date: 20240523 Time: 065544     sap01-206 ( 209 ms )