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LOG_SD_CI_02: Internal Sales Representative (Enhanced) ( RELNSD_605_SD_CI_02_ISR )

LOG_SD_CI_02: Internal Sales Representative (Enhanced) ( RELNSD_605_SD_CI_02_ISR )

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Short text

LOG_SD_CI_02: Internal Sales Representative (Enhanced)

Use

As of SAP enhancement package 5 for SAP ERP 6.0 (SAP_APPL 605), business function Sales and Distribution 02 (LOG_SD_CI_02), you can use additional functions for the Internal Sales Representative role in the following areas:

  • Configure User Interface for Sales
  • Implement Business Logic
  • Enhance and Customize Personal Worklists

Configure User Interface for Sales

The configurable user interface (UI) for Sales has been enhanced and is now easier to use. These functions are grouped under Configurable Sales UI (Web Dynpro application Lean Order: Sales Document, LO_OIF_MAIN_APP).
These enhancements allow optimal organization of your sales processes in the SAP Enterprise Portal.

Processing Contracts

You can process the following contracts with the configurable sales UI:

  • Quantity contracts
You choose this contract type if the total quantity to be ordered within the contract duration has been defined. The contract is considered fulfilled when an agreed quantity has been reached as a result of contract release orders.
  • Value contracts
You choose this contract type if the total value of all contract release orders should not exceed a certain amount. The contract is considered fulfilled when an agreed value has been reached as a result of contract release orders.

Billing Plan at Item Level and Header Level

You can enter a date plan with billing data for individual items in a sales document. Billing data that is relevant for all items can be entered at header level.
You define your billing process in Customizing for Sales and Distribution using the billing plan type (item category and order type).

  • Periodic billing allows you to bill the total value to be billed for each date periodically.
  • Milestone billing means that you distribute the total value to be billed among the individual dates in the billing plan.

SAPscript Texts for Sales Document

You can activate the SAP Text Edit Control for processing formatted SAPscript texts at header level and item level. You make this setting in Customizing for Sales and Distribution under Activate Functions for Configurable User Interface.

Repair Order with Service Product

If customers bring faulty goods to be repaired, you use repair orders (sales document type RAS) to control the business processes for processing the faulty goods. This order type enables you to include the repairs for a specific service product at item level during order entry.

Improved Variant Configuration

In the configurable sales UI, you can configure the items for Sales straight from the Item Overview. You access the Variant Configuration function in the Other Functions toolbar. The Variant Configuration function opens a separate dialog box in which you can carry out the following activities:

  • Display Configuration Structure
  • Re-expand Configuration Structure
  • Multilevel Valuation of Configuration Characteristics

If you choose this function for the variant configuration, you do not need to do the configuration under the detailed data for an item (Variant Configuration tab page).
Since we do not recommend using both configuration options at the same time, you must in this case remove the Variant Configuration tab page from the configuration editor.

Enhanced Material Search

In the configurable sales UI, you can search for and copy additional materials in the Item Overview. You access the Material Search function in the Other Functions toolbar.

  • The material search is based on the indexed material of the Search Engine Services SES (SES business object BUS1001006).
  • You can enter a search term and/or other specific search criteria (such as the material number) in a separate dialog box. You can choose a fuzzy search, exact search, or linguistic search as the search type.
  • The hit list contains the materials found with price data, and stock information for your own plants and any other selectable plants.
  • You can either copy the required materials and quantities straight to the item overview, or you can collect them in the clipboard first and copy them to the item overview once you have finished the search.

  • You can use the BAdI Customize Results List for Material Search (BADI_SLS_LO_OIF_SEARCH_MAT) to tailor the content of the hit list to your sales process.

Implement Business Logic

The following functions enable you to implement your company-specific business logic at the configurable sales UI level.

Configure Layout

In Customizing for Sales and Distribution, your IT administrator can tailor the user interface specifically to your sales processes in the Configure User Interface activity. In this enhancement package, the standard system provides additional, preconfigured UI building blocks (UIBBs) that you can use as copy templates for company-specific application configurations.

  • You can also include the UI building blocks in your existing application configuration for the configurable sales UI by placing them at the position you want.
  • Sales representatives can further refine the company-specific layout of the application configuration with their own additional personalization settings, for example, by hiding certain fields or resorting the columns in lists.
  • There are several preconfigured UI building blocks available that you can tailor to your company's needs by using Business Add-Ins (BAdIs).
Examples:
Form and list for billing plan header
Form for contracts (header and item)
Form and list for repair order (header and item)
Form for schedule lines
Form for contract data
List and line for credit cards
List of last sales
Document line in list of last sales

Enhancement Workbench

System administrators can use this workbench to declare customer-specific fields you have already implemented in the SD back-end logic in the Lean Order API, and integrate them in the sales process.
The customer-specific fields are available in the Configure User Interface activity in the field catalog, for example, so that you can include your customer-specific fields in the configurable sales UI.

You start the Enhancement Workbench in the IMG.

  • You create or change the field properties for the customer-specific fields of a sales document header or item. In this step, the system creates or changes a TABU table entry within the LO API.
  • You then publish these fields for the LO API. In this step, the system enhances the append structure within the LO API.
The published fields are available via the LO API. The system displays the fields and their properties that are available for the LO API in the Configure User Interface activity.

Business Add-Ins (BAdIs)

You can use additional Business Add-Ins (BAdIs) to integrate your company-specific business logic into standard order processing. These enhancement options are grouped in the enhancement spot ES_BADI_SLS_LO_OIF (Configurable Sales UI).
For more information, see LOG_SD_CI_02: Enhancement Spot ES_BADI_SLS_LO_OIF (Enhanced).

Enhance and Customize Personal Worklists

Using additional Business Add-Ins (BAdIs) you can influence the personal worklists for order processing as follows:

  • You can enhance the methods of the feeder class, for example, by adding new activities or selection criteria or modify existing ones.
  • You can further develop the methods of the feeder enhancement class. You can add dialog boxes, for example.

These enhancement options are grouped in the ES_BADI_O2C_POWL_FEEDER enhancement spot (BAdI spot for O2C feeder classes). For the complete list of BAdIs, see Customizing for Sales and Distribution under Portal Role "Internal Sales Representative" -> Simplified User Interface for Order Processing -> Configure User Interface.

Effects on Existing Data

There are no fundamental effects on the dataset.

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You make the Customizing settings for these functions in Customizing for Sales and Distribution.

  • You can configure the layout for the user interface. Choose the following activities under the entry "Internal Sales Representative" Role -> Simplified User Interface for Order Processing:

  • You can use Business Add-Ins (BAdIs) to integrate your company-specific business logic in the sales processes. Choose the activities under the entry Portal Role "Internal Sales Representative" -> Business Add-Ins-> Simplified User Interface for Order Processing and Feeder Classes for Personal Worklists (Order Processing).

Further Information

SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/erp -> ERP Central Component -> SAP ERP Enhancement Packages -> ERP Central Component Enhancement Package 5 -> Cross-Application Functions in SAP ERP -> Roles -> Business Packages (Portal Content) -> Business Package for Internal Sales Representative 1.5






General Data in Customer Master   RFUMSV00 - Advance Return for Tax on Sales/Purchases  
This documentation is copyright by SAP AG.

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