Experience the End-to-End Flow

Navigate to Your Workspace and Experience How to Collaborate with Your Colleagues and Place a Sales Order.

As a member of the sales team, you have access to the Sales Management workspace. In this workspace, you can collaborate with your sales colleagues to brainstorm, share knowledge, solve problems, and track progress within a private space.

1. Open your Sales Management_ workspace.

   

2. Consult with your colleagues and ask them questions in the forum, browse for answers from your sales managers or from other members of your team.

3. Under More Information, select the Sales Orders button.

   

4. A new window will open. Select the Sales Orders App Web Application.

   

5. Select Settings.

   

6. Select all columns. Select OK.

   

7. Choose Go. You should now see the selected Sales Order details from the S/4HANA system displayed in your UI application.

   

8. You may want to get advice about the computer, so Choose Ask a Question and post your question.

   

9. Now you can order the bike. Go to the Create Sales Order app.

   

10. Add your details in the relevant fields. For example:

    Form Input Fields	Input Value
    Customer	- SAP Bikes
    Material	Select MZ-FG-C900 (Cruise Bike C900) - this list is retrieved from the backend, when you select an item, the Material field is populated automatically.
    Quantity	12
    Expected Delivery Date	Current Date in YYYY-MM-DD format

11. Select Get Approval to trigger the workflow process. When you send a sales order for approval, an automated process is triggered, and the sales order process is digitized so that it can be handled quickly and efficiently.

    

    Note the process was triggered with a notification. Remember that the sales order in the process automation flow is based on the quantity of the Sales Order- under 10 are approved automatically, 10 and larger are sent to the approver’s inbox.

12. As a general rule, you would send the approval to an approver. In this workshop, we’ll send the task to the user who submitted the order to save time.

13. Select the My Inbox app from the Lobby to view the task you need to approve.

    

14. From the Approve Sales Order form, tick the Check box, Choose Approve. You’ll be notified that that task has been completed successfully.

    

15. Select Refresh to view the Order Confirmation form.

    

16. Select Submit. You’ll see that once submitted, the order has been handled and it’s no longer in the My Inbox.

Congratulations!

You successfully completed this unit and End-to-End Flow.