Professional Documents
Culture Documents
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
SAP NetWeaver
Quick Facts About SAP ERP 6.0 Quick Facts About SAP ERP 6.0 Launched in June 2006 Fastest adoption since SAP R/3 4.6C Built on SAP NetWeaver 7.0 Platform upon which SAP will deliver future software innovations Software innovation without disruption via SAP Enhancement Packages Standard Maintenance until March 2015
SIMPLIFICATION
Provide choice in UI for a broad business user community Reduce upgrade, implementation, administration, and training effort
ENTERPRISE SOA
Address market and customer priorities Extend competitiveness and addressable market
FUNCTIONALITY
Deliver industry-specific capabilities more quickly Innovation in each industry sector
INDUSTRIES
Enhancement Packages
Enabling customer to adopt innovation at their pace
Enhancement Packages
Optional
Enterprise Services
Switch Framework
New/Improved Functionality
Support Packages
Mandatory
Functional Enhancements
Improved material search with SAP search engine and material detail view in sales order, simplified price maintenance in sales order, PDF-based print forms, improved display of archived documents, improved down payments based on document conditions
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
The role Internal Sales Representative has been designed for users who work in close relationship with customers and any department collaborating with sales. It provides all important sales transactions, personalized work lists and reports to improve the daily work of an internal sales representative. Highlights:
Personalized workload for sales, order fulfillment and billing by POWER Lists with action buttons to initiate follow up processes directly (EhP2) Customer Cockpit which provides a holistic customer view and centralized sales transactions (EhP2) Configurable sales UI which ensures flexible and perfect order taking (EhP4)
Customer search to access Customer Cockpit: Quick search or work list access
Sales order processing varies in each company (customer specific requirements, changes in business process etc.) High demand on flexible and user-friendly order taking New configurable Sales User-Interface in ERP meet these requirements Sales UI for is delivered as template and shall be adjusted according to customers need UI adjustments can be set up easily
C A
B
B
B important data and one click away C less used but heavy data
A
Forms Each customer wants to select 10 different fields out of 200 possible
SAP 2009 / Page 16
Re-usable !
Convertible !
Customizable !
Deployment options
Business Package for Internal Sales Representative (Portal Content) can be displayed with SAP NetWeaver Portal or SAP NetWeaver Business Client Possibility to run with SAP NetWeaver Business Client and SAP ERP One-SystemEnvironment (create a pfcg role based on SAP_BPR_INT_SALES_REP_14 which is delivered as technical toolset in EhP4). Focus on SAP All-in-One customers.
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
Maintain Your Personal Layout of Search Result Display Page by Page View of Search Results Sorting of Search Results Simplified material creation out of catalog products, using existing materials as copy template, or from scratch
Availability Indicator
SAP 2009 / Page 24
Display of Stock Quantity in search result overview (either unrestricted stock or ATP)
Full-text search with SAP Search Engine (TREX) for sold-to parties in the sales order header Address data (such as name, city, street) helps to find the required customer quickly or provides a list If the search result is unique, the system fills the internal customer number directly in the field Customizing provided to define for each sales document type whether the full text search is used
SAP 2009 / Page 26
Sales person
* Improvements
Customer business challenges
High data volume requires quick archiving, but billing documents are still necessary in business transactions for complaint-handling.
Business Value
Billing documents can be archived faster because they are now accessible in business transactions.
Sales person
Delivery
Billing
Business value
* Improvements
Quotations can be archived faster because they are now accessible in business transactions
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
Benefits
Provide quick wins for the business Easy to implement Targets real business problem Enables new business functionality via flexible composition on top of a stable back-end Lower cost of ownership enabled by reusability and shared governance costs Enterprise services and bundles can be explored and tested in the SAP Community Networks (SDN)
https://www.sdn.sap.com/irj/sdn/explore-es
SAP 2009 / Page 33
Industries view
The ES Wiki is the place in SAP Developer Network (SDN) where the value of enterprise services is described in a business context Here you find blueprints for implementing enterprise SOA
ES Wiki
Enterprise Services Bundles in the area of order-to-cash with ERP 6.0 EhPs
Customer Fact Sheet
Gives customer service representatives, sales managers and field sales representatives the ability to leverage a single view of master data, transactions and analyses for any customer
Order-to-Cash
Enables the flexible design of individual customer self service order management scenarios and cockpits for order-to-cash processes Supports collaboration and data exchange with suppliers and partners as well as collaboration within corporate groups (B2B Integration)
ATP Check
Enable casual users to perform ATP checks against SAP ERP/SCM via custom interface Possibility to connect external application calling the ATP check in ERP Make reservations on-line in the connected ERP system
Select Customer
Backend System
SAP ERP
Business Value
Immediate access to customer data that supports and improves the interactions of different roles (sales rep, sales / account manager, customer service rep) Ability to quickly adopt, extend, and modify the customer view and profile as business needs evolve
Use Cases
Client visit by field sales representative Customer service representative phone call Customer service representative escalation call Sales manager analysis Sales manager incoming order analysis Customer self-service
Warehouse Clerk
Outbound Delivery
SAP ERP
Billing
SAP ERP
Business Value
Build individual composite applications for the Order to Cash process to fulfill specific needs of sales and customer service department Set up B2B connection to customers at lower TCO Enhance Order to Cash process through integration of external applications
Use Cases
Flexible design of customer self service Order Management scenarios Integration of foreign sales organizations through Sales Order Management Cockpits Build individual Order Management Cockpits for Internal users in sales and customer service
Sales Rep
Sales Engineer
Configure products
IPC on ERP 6.0
Pricing, costing
Create quote
ERP 6.0
Generate Drawing
Generate Proposal
Business Value
Highly automated and integrated processes tailored to the end users needs improved quote accuracy, quote-to-order cycle, improved win rate, reduced processing costs across companies Custom individual process and user interface better customer service, easier to do business with Seamless integration of sub-industry specific product selection, drawing and proposal generation reduced TCO, extended capabilities
SAP 2009 / Page 39
Use Cases
Individual quote and order configuration composites Integration of third party product selection/guided selling Integration of third party graphical configuration Integration of third party drawing, proposal generation B2B/A2B Integration of quote and order configuration between supplier, manufacturer and dealer B2B order income from customers
Customer
Business Value
Improve customer service by extending access to SAP data to broader end user base Possibility to use more attractive user interfaces for performing ATP checks Availability of ATP check for new scenarios fitting to customer requirements
Use Cases
Give call center staff opportunity to access up-to-date system information and to make reservations on-line in the connected ERP Enable store staff to access system data and provide information to customer on in which nearby store he will find the desired product Possibility to connect external application calling the ATP check in ERP
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
Returns Overview
Returns Order Returns Delivery Material Inspection Logistical Follow-Up Customer Refund Billing
Returns Order Trigger the customer returns process in SAP ERP (new tab in order) Returns Delivery Transport materials from customer to a companys location Material Inspection Find out the status of the returned materials as the basis for further logistical steps and the financial settlement with the customer (new transaction) Logistical Follow-Up Move the returned materials to the final destination (automatic follow-up document creation after confirmation) Customer Refund Determine the refund amount that the customer is to receive for returned materials (new transaction) Billing Payout the refund to the customer using credit memos Returns Overview Monitor the customer returns process (new transaction)
SAP 2009 / Page 43
NEW
Option to navigate to Returns Overview transaction Automatic follow-up document creation for logistical follow-up and immediate credit memo
SAP 2009 / Page 45
New Transaction
Automatic Follow-Up Document Creation when you confirm follow-up activities Option to navigate to Returns Overview to analyze details of the returns process
SAP 2009 / Page 47
Usability: Two tab pages for Unprocessed Items and Processed Items
Support for stepwise processing - Move processed lines to the separate Processed Items tab page Distinction between Credit Memo Request Preview items and Delayed Items
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
CUSTOMER
Mobile
MARKETING
Web Channel
Interaction Center
Partner Channel
SERVICE
SALES ANALYTICS
End-to-end, Industry-specific Processes Powered by SAP NetWeaver
Sales Order Entry via SAP CRM: From Lead to ERP Sales Order with CRM 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
Business flow
1. Create or generate leads with marketing campaign.
Qualify/Close CRM opportunity Presales processes Sales operations in CRM WebClient Manage ERP quotation
2. Track, qualify and close opportunities. 3. Manage and track ERP quotations. 4. Process ERP Sales orders. 5. Fulfill logistics needs.
Agenda
1. 2. 3. 4. 5. 6. 7.
Overview Simplification Functional Enhancements Enterprise Service Enablement Advanced Returns Management Sales Order Entry via SAP CRM Further Information
Detail list about new developments in the area of order-to-cash with SAP Enhancement Packages
Topic
Role Internal Sales Representative (ISR) Enhanced Role ISR with configurable sales UI and pfcg role as technical toolset Advanced Returns Management Functional Enhancements Enhanced material search with creation Material detail view Fast customer search in sales order entry Simplified price maintenance in sales order entry New PDF-based forms and print programs Down payments based on document conditions SAP search engine for sales and billing documents Improved display of archived billing documents Improved display of archived quotations ERP Order in CRM UI 2 2 4 4 2 2 2 3 4 SAP ERP 6.0, EhP 4, SAP CRM 7.0 SD_01 SD_01 LOG_SD_SIMP_02 LOG_SD_SIMP_02 SD_01 SD_01 SD_01 LOG_SD_CI_01 LOG_SD_SIMP_02 LOG_SD_SIMP_02 (in SAP ERP 6.0, EhP 4)
SAP EhP
2 4 4
Business Function
SD_01 LOG_SD_SIMP_02 OPS_ADVRETURNS_1
Role Internal Sales Rep and Configurable Sales UI in SAP ERP 6.0, EhP4: SAP ERP - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-erp -> SAP ERP 6.0 Core Enhancement Packs -> Learning Map Operations, Sales SAP Help Portal: http://help.sap.com/ -> SAP ERP Enhancement Package 4 -> SAP ERP Cross-Application Functions -> Roles -> Business Packages (Portal Content) -> Business Package for Internal Sales Representative 1.4 Functional Enhancements: SAP ERP - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-erp -> SAP ERP 6.0 Core Enhancement Packs -> Learning Map Operations, Sales SAP Help Portal: http://help.sap.com/, SAP ERP 6.0, Enhancement Package 2 or 4 -> SAP ERP Central Component -> Logistics -> Sales and Distribution (SD) Sales (SD-SLS) -> Working with Sales Documents -> Common Features in Sales Order Processing -> Enhanced Material Search with Creation and Material View Billing (SD-BIL) -> Down Payments for Sales Orders -> Down Payment Processing (Basis: Document Condition) Pricing and Conditions (SD-BF-PR) -> Pricing in Sales Documents -> Predefined Price Elements
Advanced Returns Management: SAP ERP - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-erp -> SAP ERP 6.0 Core Enhancement Packs -> Learning Map Operations, Sales SAP Help Portal: http://help.sap.com/, SAP ERP 6.0, Enhancement Package 2 or 4 -> SAP ERP Central Component -> Logistics -> Sales and Distribution (SD) Sales (SD-SLS) -> Complaints -> Advanced Returns Management for Customer Returns Detailed documentation on enterprise services: SAP Software Developer Network (SDN) -> Service-Oriented Architecture -> Explore Enterprise Services -> ES Workplace SAP Software Developer Network (SDN) http://sdn.sap.com -> Wiki -> Enterprise Services Wiki -> Catalog of ES Bundles
Business Function Doku: SAP Help Portal: http://help.sap.com/, SAP ERP 6.0, Enhancement Package 2 or 4 -> Business Functions Test case templates of all new developments: logon to the SAP ECC system (ERP 6.0, EhP2 or 4) -> choose transaction SFW5. Go to Business Function and choose to access the test catalogues General information on SAP ERP http://service.sap.com/erp All information on SAP enhancement packages for SAP ERP http://service.sap.com/erp-ehp : main page for SAP enhancement packages for SAP ERP on Service Marketplace => discover innovations that are included in an enhancement package SAP CRM: SAP CRM - Ramp-Up Knowledge Transfer (RKT) http://service.sap.com/rkt-crm SAP CRM - Help Portal http://help.sap.com/crm SAP Service Marketplace http://service.sap.com/ (search for Note 1236015)
SAP 2009 / Page 61 2007
Thank you!
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