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LOG_SD_SIMP_02: Internal Sales Representative (Enhanced) ( RELNSD_604_LOG_SD_S_01_I )

LOG_SD_SIMP_02: Internal Sales Representative (Enhanced) ( RELNSD_604_LOG_SD_S_01_I )

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LOG_SD_SIMP_02: Internal Sales Representative (Enhanced)

Use

As of SAP ECC 6.0, Enhancement Package 4 (SAP_APPL 604), Simplified Sales Processes in SD 02 (LOG_SD_SIMP_02) business function, you can use additional functions for the Internal Sales Representative role.

Configurable user interface for sales

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

  • Configure layout
Your IT administrator can use the IMG activity Configure User Interface to design the interface for your sales processes. The standard system provides a number of preconfigured information blocks for order processing, which you can use as copy templates for 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 a specific application process. Integration of customer-specific fields is also possible.
  • 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 additional fields.
  • Implement business logic
You can use the following Business Add-Ins (BAdIs) to integrate your company-specific business logic into standard order processing:
  • BADI_SLS_LO_OIF_COND (Edit Conditions)

  • BADI_SLS_LO_OIF_IDR (Customize Identification Region)

  • BADI_SLS_LO_OIF_MAIN (Configure Navigation and Visibility)

  • BADI_SLS_LO_OIF_PART (Edit Partners)

  • BADI_SLS_LO_OIF_TEXT (Configure Text Processing)

For more information, see the system documentation for the Business Add-Ins.

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, for example, 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 control 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

The following worklists have been enhanced:

  • Orders
    Additional columns (such as Ship-to Party (ID), Delivery Date)
  • Non-Released Deliveries
    Additional columns (such as Block - Status, Block - Reason) and Open checkbox as selection criterion
  • Incomplete Orders
    Additional columns (such as Incoterms, Status - Processing) and Open Incomplete Log checkbox as selection criterion
  • Orders Blocked for Billing
    Additional columns (such as Incoterms, Status - Processing) and Open checkbox as selection criterion
  • Incomplete Quotation as a new standard query
  • Expiring Sales Documents additional columns (such as Ship-to Party, Status - Processing)
  • The following standard queries are available for the new category (object type) Monitoring Individual Purchasing:
  • Sales Orders with Individual Purchase Orders (Schedule Quantity/Date Problem)

  • Sales Orders with Individual Purchase Orders (Extra Quantity)

  • Not Approved Individual Purchase Orders

Enhanced Customer Cockpit Web application

The customer cockpit is a central point of information for sales-relevant data about a customer. Sales representatives can quickly find the current data on a screen, and have easy access to other sales-relevant data for customers.
For more information, see LOG_SD_SIMP_02: Enhanced Customer Cockpit.

Enhanced Work Center Billing/Complaint

  • You can create new worklists for the following new categories (object types):
  • Billing Items for Complaints

  • Billing Documents (header)

These personal worklists now provide additional billing data (header and item data). Sales representatives can obtain the following information:
  • Accounting document number

  • Clearing date

  • Due date

  • Last dunning date

You can edit open items from these worklists, for example.
  • You can integrate the Billing: Resource-Related Billing workset with the Resource-Related Billing worklist in the Business Package for Service Provider into the Business Package for Internal Sales Representative.
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.
The following functions support the billing process:
  • You can display or change the SD document.

  • You can display the WBS element of a document item.

  • You can create the billing request for a sales order or with reference to a WBS element from a customer project.
    For more information, see SAP Library under Business Package for Internal Sales Representative 1.4 -> Technical Description and Configuration Information.

Enhanced functions for the personal worklist

The content of the worklists in the Customers and Sales work centers has been enhanced.

  • So that sales representatives can better tailor the results list of a query to their personal tasks, the following selection criteria are available as checkboxes:
  • I am responsible

  • Created by me

  • The worklist determined contains additional columns with the following information:
  • User status, which you can update using a function key

  • Indicator showing if there are texts for a document

The number of texts for a document is displayed as s hyperlink that leads you straight to the texts in the back-end system. You can edit a text using the appropriate function key.

Effects on Existing Data

There are no fundamental effects on the dataset.

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You must carry out the following activities in Customizing for Sales and Distribution:

  • You can configure the layout for the user interface. Choose the activity under the entry Portal Role "Internal Sales Representative" -> Simplified User Interface for Order Processing -> Configure User Interface.
  • You can use Business Add-Ins (BAdIs) to implement your company-specific business logic in the user interface. Choose the activities under the entry Portal Role "Internal Sales Representative" -> Business Add-Ins -> Simplified User Interface for Sales Processing.
  • You can use Business Add-Ins (BAdIs) to implement your company-specific business logic in the customer cockpit. Choose the activities under the entry Portal Role "Internal Sales Representative" -> Business Add-Ins -> Customer Cockpit.

Further Information

For more information, see SAP Library under Business Package for Internal Sales Representative 1.4.






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