ERP sales order and Quotation
Hi All,
I need to access the ERP sales order in IC webclient. Can any one explain step by step procedure to achive this.
I also need to access the ERP quotations in IC webclient. I believe we need transaction launcher to achive this. Is this true. Please explain how this can be done.
Is there a Best Practices documentation for these?
Points will be rewarded *
Thanks you
Hi Ram,
Follow below steps if you want to use transaction launcher for creating ERP Sales order and ERP quotations.
1. Create a transaction Lancher using wizard
IMG: CRM-> IC WebClient -> Basic functions -> Transaction Lancher -> Configure Transaction Launcher ( wizard)
Step 1 : Select entries
Here you can the name of the Transaction launcher ID
and leave other fields empty
Step 2: Technical Details
Here give the class name ( Zclass name)
Step 3: Further technical details
Give the logical system of your R/3 system, BOR
object type BUS2032 and method as CREATEMULTIPLE
Step 4 : Transaction parameters
Select the parameter SALES
Step 5 : Activity clip board
Leave blank
2. Create Navigation bar entry and Profile
IMG : CRM-> IC Webclient -> Basic functions -> Define Navigation bar profiles
Go to Define entries and create a new Navigation bar entry ID
Select the navigation type as launch transaction.
Give the launch transaction ID as the one which created through wizard.
Go to Define profiles and create a new navationbar profile by copying the most relavant standard profile.
Add the navigation bar entry to the newly created profile.
3. Assign the navigation bar profile to IC webclient profile.
IMG: CRM --> IC WebClient --> Define IC Webclient profiles.
Here you assign the navigation bar profile to IC Webclient profile.
Reward points if it helps.
Regards,
Madhu
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Hello,
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I'm working with a scenario using SAP CRM 7.0 and ECC 6.0 EHP4, using ERP Sales Order and ERP Quotation.
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I hope you are doing well.
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Hello,
I have maintained all the settings needed for lean order (creating ERP sales order from crm opportunity in CRM webui).
Now when i create a ERP sales order in CRM using LORD, there are certain condition values determined correctly (note that they are variant based condition values).
However depending upon the sales scenario, certain conditions are to be deleted from pricing details at item level. So, far no issue.
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Thanks for your reply, for your question "One more point confirm with you, you create sale order in CRM as a CRM order ( type LORD), and the order will transfer to ERP by CRM middleware, right?" , the answer is no i dont create a CRM order, however i create an ERP order in crm webclient. This feature of CRM 7.0 is explained in following documentation:
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As you also asked me to change the settings of condition type as manual input, which cannot be done because this will affect our business process to large extent, and my users will not accept it, hope you understand my situation
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Edited by: ar_on_crm on Jan 6, 2011 11:03 AM -
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We are panning to use product proposal (PP) in ERP sales order and we are facing some challenges to fetch Price and Availability in the PP view.
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ShreeHI Shree,
You dont have to maintain price in crm to get price in product proposals, pricing in ERP is enough for price to get populated.
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I have a requirement to be able to search for the ERP sales orders and ERP quotes created via CRM 70 IC.
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How to create an ERP Sales Order in CRM by referring to CRM Quotation
Hello Experts:
My requirement is as follows:
I have done the replication of customers and materials between ECC and CRM.
I need to create a quotation in CRM and create a follow-up transaction as ERP Sales Order within CRM.
My question is: how do i link the CRM quotation and ERP Sales Order within CRM?
In other words, Once I save the CRM quotation, I need to be able to create an ERP Sales Order within CRM through a follow-up transaction...
Hope I made myself and the question very clear?
Kindly help.
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VSK.
Edited by: venkatskumar on Feb 11, 2011 6:57 PMDear,
we faced same situation in ALmansour motors comp. , but we tried to create CRM/Qoutation and replicate it to ERP
and after that we created ERP Sales order () with refrence to our ERP/Qout., the sales order will be replicated automaically to CRM again with same no. () and linked with ERP qoutation which have the same CRM qoutation no(*).
(*) i think after qoutation replication you can use transc. launcher to create ERP sales order through CRM screen.
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Note :
to replicate CRM qoutation, be care this configration point,
CRM qout. item category>> ... >> customizing at item level (Qout. Data .. Releveance for Qout.) = 3 initially a sales/service trans.
I hope to it would be useful
سبحان الذي علمنا هذا -
Creation of an ERP Sales Order or ERP Quotation from CRM Opportunity
Hello Experts,
The scenario is as follows:
I have done the cross-system copy control of transaction types and item categories to enable ERP Quotation and ERP Sales Order creation from CRM Opportunity. However, after saving the CRM Opportunity, when I click on the follow-up transaction and select ERP Quotation or ERP Sales Order from the list, the screen doesnt change and instead I got the following error:
"Diagnosis
An exception occurred during request processing. This was handled centrally. It changed the program flow and the result of the request probably contains errors.
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Contact your system administrator.
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Activate checkpoint group BSP_WD_EXCEPTION_DISPLAY. To do this, use transaction SAAB. If the error recurs, further details are displayed.
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Source Text Row: 20"
Experts, kindly help me understand what the error is about and pointers to resolve it.
Points would be awarded.
Thanks,
VSK.
Edited by: venkatskumar on Feb 21, 2011 8:37 PMHello Robert,
Thanks for the quick reply.
I have followed your instructions and I wanted to confirm one more thing with you.
When I enter the component usage it gave a pop-up which said:
"Enter either a reference or an interface view"
Any information on what should be entered in the reference or the interface view? What should be the used component name and interface view name in this scenario?
Kindly confirm.
Points awarded
VSK.
Edited by: venkatskumar on Feb 22, 2011 12:37 PM -
Creating ERP Sales Order from CRM 7.0
Hi Experts,
We are implementing the scenario-Creating ERP Sales Order from CRM. My doubt is:-
Do we need to download the entire product data from ECC via middleware to implement this functionality?
Is it possible that we manually create few products in CRM with same heirarchy and category and avoid middleware data download?
My basic doubt is-what product information is passed to ECC from CRM when we create the ECC Sales Order? If only product id is passed, then we can avoid middleware data download for product from ECC to CRM.
Can anyone please provide me some pointers on this? What should be the approach-download product data from ECC to CRM or manually create product data in CRM?
Thanks and Regards,
RohitI´m trying to figure out the ERP Sales Order Scenario in CRM, i found the following link (sap.help) to customize the ERP sales Order in CRM, it´s a quickly guide supported by SALESPRO but in my case does not work, if somebody knows how to retrive the Order in IC i´ll appreciate.
Here a quick Guide -->
Prerequisites
You can directly create and change an ERP sales transaction in SAP CRM once you have carried out the following:
You are using SAP ERP for your Quotation and Order Management.
You are using SAP CRM.
You have assigned the relevant ERP sales transactions to a profile.
You do this in Customizing for CRM, by choosing Customer Relationship Management Transactions Settings for Sales Transactions Define Profile for ERP Sales Transactions .
You have defined an RFC destination.
You do this in Customizing for CRM, by choosing Customer Relationship Management CRM Middleware and Related Components Communication Setup Define RFC Destinations .
You have defined a business role by copying the standard business role SALESPRO to your own. You make this setting in Customizing for CRM, by choosing Customer Relationship Management Business Roles Define Business Role .
You have defined cross-system copy control of transaction types.
You do this in Customizing for CRM, by choosing Transactions Settings for ERP Transactions Maintained via CRM Cross-System Copy Control for Opportunities and ERP Transactions
I want to see the screens or video regarding with this scenario.
Regards,
Memo -
Material Description is not getting updated in IC-WebClient ERP Sales Order
Hi Experts,
The issue is with ERP Sales Order in IC web client.
Scenerio:1
While creating the Sales order, If we enter a product in Line Item 10 , which is mapped (Product Type) in both the systems(CRM&ERP) . It will take the description for that product correctly. If we enter another product in Line Item 20 , which is not mapped (Product Type) in CRM system (only available in R/3) the description of the previous line Item product (Item 10) inherited to Item 20 instead of taking the description of Item 20.
Scenerio:2
If we enter a product in Line Item 10(as a first Item) , which is not mapped (Product Type) in CRM system (only available in R/3) It will take the correct description for that product . And there is no problem for Second line Item, even though the Second line Item is not mapped (Product Type) in CRM system (only available in R/3)
Technically speaking :The Product which is mapped in both the systems is entered as first line item , this product description is copied for all the line items below (i.e 20,30,40) which are not mapped in both the systems. As and when we entered a mapped product in line Item 50 , It is taking the correct description of Item 50
Kindly advise.
Thanks in Advance,
Raja
Edited by: Raja Parasa on Feb 26, 2010 5:23 AM
Edited by: Raja Parasa on Feb 26, 2010 5:24 AMHi Raja,
This looks like a bug.
sorry for not answering ur question.
However, since you are using ERP sales order, i request you to look at my issue in the below thread and answer if you had similar issue.
let me know if i can speak to you in person.
GATP (APO) Check results in ERP Sales order.
thanks
shree
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