ERP Quotation and Sales Order in

CRM WebClient UI Detailed View

SAP Enhancement Package 1 for SAP CRM 7.0

CRM Sales - SFA

ERP Quote, Order, Quantity Contract in CRM

WebClient UI
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 primary goal is to extend the CRM user experience in the order management space to the front
office users responsible for order creation or processing.

ERP Quote

SAP 2009 / Page 2

From Lead to ERP Sales Order With CRM

WebClient UI
Business flow

Generate
CRM lead

1. Create or generate leads

with marketing campaign

Account
payable in ERP

Invoice
processing in
ERP

Qualify/Close
CRM opportunity
Presales processes
Sales operations in
CRM WebClient

2. Track, qualify and close

opportunities
3. Manage and track ERP
quotations

Manage
ERP quotation

4. Process ERP Sales orders

5. Fulfill logistics needs

Logistics
fulfillment in
ERP

SAP 2009 / Page 3

6. Process invoices in ERP

Process
ERP sales order

7. Manage account payables

ERP Quotation and Sales Order in

CRM Web Client UI - Overview
In general, this new capability enables use of both the CRM Web client UI as well as the CRM B2B
Web shop UI on top of the supported SAP ERP SD transactions. The capability leverages a
connection between the respective UI support layers and SAP ERP which allows for the same flexible
UI configuration that is available in the standard CRM UIs.

Web UI
Browser

UI Support
Layers

CRM WebClient

Presentation Layer
Business Server Pages

CRM B2B Shop

J2EE

CRM

Business Layer

Underlying
ERP + CRM
Application

Business Layer

ERP

LORD (I +II) APIs

CRM

Business
Engine: ERP-SD
Marketing/Pre-Sales
SAP 2009 / Page 4

Presentation Layer
Java Server Pages

Features at a Glance

Quotations, standard orders and quantity contracts can be processed in CRM WebClient 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 with ERP Quotation and ERP Sales Order

Configuration of products is supported

Pop-ups are available:

For partner selection when multiple partner exist (e.g.: ship-to, contact persons,..)

For quotation determination in ERP sales order in CRM Web UI

For contract determination in ERP sales order in CRM Web UI

Returns order is supported

Bill of Material explosion in ERP Sales transactions is supported

Extensibility is supported: customer fields in ERP sales transactions

(BADIs were already supported)

SAP 2009 / Page 5

CRM Product Proposals in ERP Quotation and

Sales Order Across Channels
CRM Product Proposal features are available for the SAP ERP transactions:

Quotation

Sales Order

Across SAP CRM Channels

CRM Interaction Center

CRM Web Channel Enablement

CRM WebClient

SAP 2009 / Page 6

CRM Product Proposals in ERP Quotation and

Sales Order: Features
Focus

on interactive selling: Show Product Proposals lists products in an

additional view for easy transfer to the quote or order items in a second step

Accessories

Up-/Down-Selling Products

Cross-Selling Products

Top N product list

Campaign/Trade Promotion Products

Focus

on quick and easy entry: Propose items from () directly into the order
items from

ERP Past Orders

CRM Listings

SAP 2009 / Page 7

CRM Product Proposals in ERP Quote and

Order: Screenshot
Choose
Product
Proposal

Substitute
initial
item

SAP 2009 / Page 8

CRM Product Proposal in ERP Quotation and

Sales Order: Other Features
Pricing

In the proposal view, the CRM Net Price List price can be displayed

After transfer of the products to the ERP quote/order item, the actual ERP price is
displayed in the item list

Availability

information

In the proposal view availability information can not be displayed

After transfer of a product to the ERP quote/order item, the actual ATP check result is
displayed in the item list

Product

proposals on Subitem-level

Cross-selling is also possible on subitems

SAP 2009 / Page 9

CRM Product Catalog in ERP Quotation and

Sales Order
Select products from the Product Catalog

SAP 2009 / Page 10

CRM Product Catalog in ERP Quotation and

Sales Order
Browse Product Catalog and select products

SAP 2009 / Page 11

Selection Pop-Ups in ERP Transactions in

CRM Web UI

Pop-up partner selection in ERP Quote, Sales Order and Quantity contract

Pop-ups to list open quotations based on the ERP configuration

Pop-ups to list open ERP contracts based on the ERP configuration

Based on ERP configuration rule (e.g.: header level or item level)

Quantity and value contract are listed

SAP 2009 / Page 12

Product Configuration

Interactive product configuration is supported from opportunity to order. The user experience
is further enhanced with user guidance, reordering of options based on marketing
requirements.
Buttons to easily move/copy
elements to different pages and
create Page Labels

Groups split onto

multiple pages

Next/Previous
navigation

SAP 2009 / Page 13

Bill of Material Explosion

The subitems resulting from the explosion of the Bill of Material (BOM) in ERP are displayed
in the CRM WebClient UI for the ERP Sales Order

20,00
5,00
4,00

The case and the empties are sub-items of item no. 10

SAP 2009 / Page 14

Return Items

Create a return item by editing the item category

Manual selection of the item category for return items

Returns

SAP 2009 / Page 15

ERP Quote and Order in CRM WebClient UI:

Additional Features

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 product is supported from Opportunity to ERP Quotation and Sales Order

Display of subitems from Bill Of Material explosion in ERP Sales Orders in SAP CRM
Channels

CRM Interaction Center

CRM Web Channel Enablement

CRM WebClient

Manual selection of the item category for return items in ERP orders SAP CRM Channels

CRM Interaction Center

CRM WebClient

SAP 2009 / Page 16

Background Information

ERP 6.0 EhP4 is required to take advantage of these new business process capabilities

CRM WebClient UI for ERP Sales Transactions is targeting casual users:

Brings the main steps of business processes in the CRM WebClient User Interface:
ERP transactions can be rolled out to thousands of front office users to handle standard cases (e.g.
self service, order status check)

Simplified Terminology for casual users

Expert business handling will continue to require use of SAP GUI with ERP

CRM Mobile Sales cannot be deployed directly with ERP quotation and sales order
management

Extensibility is supported

Customer fields in ERP sales transactions (header and item level)

User exits and BADIs (Business Add-In) without pop-ups are supported

Pricing remains completely in ERP SD (If real-time pricing is required in catalog or opportunity
Then IPC Pricing can be used)

The target industries for this initial scope are OEMs, IM&C, Mills and Beverage however the
intent is to allow for other industries to leverage these capabilities as well.

SAP 2009 / Page 17

Further Information

SAP 2009 / Page 18

SAP CRM - Ramp-Up Knowledge Transfer (RKT)

http://service.sap.com/rkt-crm

SAP CRM Demo Portal

http://crmportal.wdf.sap.corp:1080

SAP CRM WiKi

https://wiki.wdf.sap.corp/display/SAPCRMHub/Home

SAP CRM - Help Portal

http://help.sap.com/

SAP Service Marketplace

http://service.sap.com/

Copyright 2009 SAP AG

All Rights Reserved
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein
may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.
IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries,
eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+,
POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex,
MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.
Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.
Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other
countries.
Oracle is a registered trademark of Oracle Corporation.
UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.
Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.
HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology.
Java is a registered trademark of Sun Microsystems, Inc.
JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos
are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and
services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries.
Business Objects is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only.
National product specifications may vary.
These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only,
without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group
products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed
as constituting an additional warrant.

SAP 2009 / Page 19