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    Lean Order by Kamlendra Srivastava

    Uploaded by

    Hemraj Sri
    The document discusses capabilities that enable SAP CRM and ERP customers to better leverage existing ERP order management investments. It describes how the Lean Order Interface allows CRM opportunities to be used to create ERP sales documents like quotations and orders within the CRM web UI. Both replicating orders from CRM to ERP and directly launching ERP transactions from CRM are discussed, along with their positive and negative aspects. The interface facilitates flexible UI configuration between CRM and ERP.

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    Lean Order by Kamlendra Srivastava

    Uploaded by

    Hemraj Sri
    155 views4 pages
    The document discusses capabilities that enable SAP CRM and ERP customers to better leverage existing ERP order management investments. It describes how the Lean Order Interface allows CRM opportunities to be used to create ERP sales documents like quotations and orders within the CRM web UI. Both replicating orders from CRM to ERP and directly launching ERP transactions from CRM are discussed, along with their positive and negative aspects. The interface facilitates flexible UI configuration between CRM and ERP.

    Original Description:

    The process covered for Lean order managment

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    The document discusses capabilities that enable SAP CRM and ERP customers to better leverage existing ERP order management investments. It describes how the Lean Order Interface allows CRM opportunities to be used to create ERP sales documents like quotations and orders within the CRM web UI. Both replicating orders from CRM to ERP and directly launching ERP transactions from CRM are discussed, along with their positive and negative aspects. The interface facilitates flexible UI configuration between CRM and ERP.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    155 views4 pages

    Lean Order by Kamlendra Srivastava

    Uploaded by

    Hemraj Sri
    The document discusses capabilities that enable SAP CRM and ERP customers to better leverage existing ERP order management investments. It describes how the Lean Order Interface allows CRM opportunities to be used to create ERP sales documents like quotations and orders within the CRM web UI. Both replicating orders from CRM to ERP and directly launching ERP transactions from CRM are discussed, along with their positive and negative aspects. The interface facilitates flexible UI configuration between CRM and ERP.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

    Lean order

    Recognizing that many SAP customers have


    substantial investments in their SAP ERP order
    management deployments, SAP CRM is now
    providing a set of capabilities that enable SAP CRM
    and ERP customers to better leverage these
    existing investments.

    The required data transfer is limited and the


    process is seamless to the end user. The
    ability to continue the CRM opportunity to
    create an ERP quotation is critical to the sales
    and delivery processes.
    As a result, the need for transactional data
    replication is eliminated and the user is able
    to create these documents seamlessly.
    SAP CRM is implemented to provide the sales community with the ability to create
    leads and opportunities through a web-based front end
    To improve the process flow, these CRM objects will be part of the document flow to
    create already defined ERP sales documents. The Lean Order Interface allows the
    existing sales document configuration and customization functionality to be utilized
    in the CRM web UI.
    Use of CRM order and replication to ERP
    Positive aspects
    Ability to fully create, edit, manage sales order header and line items in CRM
    Order is created in CRM and replicated to ERP using CRM middleware.
    Fully integrated with all CRM functionality, including complaints & marketing.

    Negatives
    No data flow between systems
    Transaction launcher
    Positive aspects
    Directly launch ERP sales order transaction in SAP ERP via the CRM Web UI
    Creation, editing, managing of sales order header and line items occurs in ERP.
    Negative
    Order is created solely in ERP with no integration with CRM functionality.

    The LORD API utilizes the standard CRM Web UI. A connection
    between UI support layers and SAP ECC is used to facilitate
    the flexible UI configuration that is standard for CRM UI in
    CRM 7.0. The LORD solution enables use of both the CRM
    Web UI as well as the CRM B2B Web shop UI on top of the
    supported SAP ERP SD transactions.

    CRM covers only pre-sales


    functionality, leaving the heavy lifting
    of core sales functionality to ERP.
    Quotations will be created as a
    follow-up of CRM opportunities
    Sales documents are created by use
    of ERP quotation and order. These are
    integrated into CRM Web UI via LORD
    interface.

    ECC Sales documents are physically


    created in ERP
    Quotations, Standard Orders and Quantity
    Contacts can be processed in CRM Web UI
    Flexible business processes are configured
    across systems
    Follow up transactions after an opportunity
    can be configured with any type of ERP
    Quotation, Sales Order or Quantity Contract
    CRM Sales tools are integrated in the ERP
    Quotation and Sales Order business flow
    CRM products proposal, cross selling, up
    selling, campaign-based product suggestions,
    CRM listing and ERP Historical Orders
    CRM Catalog Search and Browse ERP
    Quotation and ERP Sales Order
    Configuration of products is supported
    Returns orders are supported
    Bill of Material explosion in ERP Sales
    transactions is supported!

    Document Flow is linking two documents across


    CRM and ERP in this scenario
    Track ERP Quotation and Sales Order information in
    CRM Opportunity
    Track CRM Opportunity in ERP Quotation and Sales
    Order

    Copy Control is supported across CRM and ERP


    systems

    Actual information included in copy control : Items


    (Including Item Selection), Notes (Header and Items),
    Business Partners (at Header and Item Level), Sales Area
    Data, Product Configuration

    Configured products are supported from


    Opportunity to ERP Quotation and Sales Order

    Display of sub-items from Bill of Material


    explosion in ERP Sales Orders in SAP CRM Channels
    CRM Interaction Center

    CRM Web Channel Enablement


    CRM Web UI

    Manual selection of the item category for return


    items in ERP orders SAP CRM Channels
    CRM Interaction Center
    CRM Web UI

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