Using Monitoring Apps in SAP S/4HANA Sales

Objective

After completing this lesson, you will be able to use sales apps for sales process monitoring

SAP Smart Business in a Nutshell

Note

See the following video to learn more about SAP Smart Business:

SAP Smart Business is an open framework. Customers and partners can define their own KPIs and integrate with collaboration and analytical tools or existing applications.

Sales Monitoring Apps

Sales monitoring apps are examples of modeler apps in SAP S/4HANA.

You can use sales monitoring apps across all core sales business processes, from quotations and contracts, to sales orders, including their fulfillment, up to invoices. They provide you with valuable insights and decision proposals in the form of insights to action, with seamless integration into transactional processes, sales documents, and collaboration tools.

Examples of sales monitoring apps are the sales order tracking app and the sales order fulfillment issues app, which will be presented next.

Track Sales Orders (S/4HANA) (F2577)

Screenshot of the app Track Sales Orders (S/4HANA) (F2577)

With the app Track Sales Orders (S/4HANA) (F2577), you can check whether the fulfillment of a sales order is on track. You can immediately recognize whether the sales order contains issues, and whether it is complete, or still in process. For example: you can see whether it has been shipped, invoiced, or whether the corresponding journal entry in accounting has been cleared. If, for example, a customer or manager asks for information about one or more orders belonging to a specific customer, you can use this app to provide this information quickly.

You can also navigate to the Track Sales Order Details (F2981) app to visualize the sales order fulfillment status of a specific sales order and its subsequent documents in more detail.

Note

See the following demonstration in which Sally uses the app Track Sales Orders (S/4HANA):

Sales Order Fulfillment Issues (Version 2) (F0029A)

Note

See the following video to learn more about the app Sales Order Fulfillment Issues (Version 2) (F0029A):

Note

See the following demonstration, in which Sally uses the app Sales Order Fulfillment Issues:

Summary

  • SAP Smart Business offers an exception-based working model that combines analytics with action; you can jump directly from a data point in the chart to the relevant transaction to solve the issue.
  • SAP Smart Business is an open framework. Customers and partners can define their own KPIs and integrate with collaboration and analytical tools or existing applications.
  • You can use sales monitoring apps across all core sales business processes. From quotations and contracts, to sales orders, including their fulfillment, up to invoices.
  • With the app Track Sales Orders (S/4HANA) (F2577), you can check whether the fulfillment of a sales order is on track.
  • The app Sales Order Fulfillment Issues (Version 2) (F0029A) allows you to analyze and resolve issues that impede sales orders from being fulfilled.