Determining the Sales Order Process Flow from SAP Sales Cloud to SAP S4HANA

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Discover the key stages in the sales order process flow from SAP Sales Cloud to SAP S4HANA and the available configuration options to ensure sales orders match and can be completed accurately.

Process Flow from Sales Cloud to S/4HANA

As part of the integration strategy in SAP Sales Cloud, documents created in SAP Sales Cloud can be replicated to SAP S/4HANA for order fulfillment, logistics execution, and finance to occur.  

Sales opportunities, quotes, and orders can be sent to the EPR system.  Any further processing in the ERP system can be sent back to SAP Sales Cloud for complete visibility of the entire process. 

Now, I'll show you how to integrate Sales Orders in the SAP Sales Cloud System.

From an SAP Sales Cloud sales order, you can create an order in SAP S/4HANA. This integration is bi-directional. Attachments are also replicated.

All the PDFs are available from the document flow. The document flow launches the PDF in SAP S/4HANA. 

Sales quotes and sales order IDs are also returned to SAP Sales Cloud for Customer. 

In the Document Flow facet, you can view basic header information of S/4HANA documents, and switch anchors to see follow on documents of successor document.

It's key that the data in the original sales order is configured in the same manner as the S/4HANA. This way the data will be transferred consistently. Changes can be made after the data has been transferred. 

Orders created in SAP Sales Cloud and transferred to S/4HANA can be edited and copied, as well as order downloaded from S/4HANA. In Order Edit you can carry out the following tasks:  

  • Add new products. 
  • Change the quantity of non-delivered products. 
  • Change the price/price components of products only if billing is not in process or finished. 

The goal of any sale is to maximize the relationship the company has with that specific customer. Upselling, bundling, and cross-selling will not only benefit the customer by making transaction more efficient but also help the sales rep meet their sales goals.  

In the product list application, you can reference recommended products from cross-selling, upselling, or down-selling active product lists. Recommended products that can be associated with the products entered in the corresponding sales order.

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