With SAP S/4HANA Cloud Sales, the internal sales representatives, shipping specialists, and billing clerks can see the wider picture of the current sales order fulfillment situation. This enables them to decide which area to focus on in their follow-up activities. They can use a prioritized list of sales orders that cannot be fulfilled, in order to focus on the most important items first.
SAP S/4HANA Cloud supports users with relevant insights, contacts, and collaboration features. They can also use notes to document their actions.
SAP Smart Business
SAP Smart Business offers a new exception-based working model that combines analytics with action. It follows SAP Fiori guidelines and concepts, such as the SAP Fiori navigation. To solve an issue, you can jump directly from a data point in the chart to the relevant transaction.
SAP Smart Business provides tiles that reside in the SAP Fiori launchpad. It helps you to easily identify exceptions with key performance indicator (KPI) visualizations that use semantic colors based on targets and thresholds that have been defined. It also offers SAP Fiori apps (SAP Smart Business modeler apps) to easily configure your KPIs and their visual appearance.
Resolve billing block
Sales orders can be blocked by, for example, missing calculations or payment terms that have changed. Also, sales orders with a billing block caused by an object status are considered.
As an example, the figure, Issue Solving in Sales Orders - Resolve Billing Block, shows how to handle an incomplete order that is also blocked for billing. The user has many options, for example:
- Display header information and the list of blocked items
- Display details for each blocked item
- Remove the billing block on header level and/or item level
- Check and edit the payment terms on header and/or item level
- Navigate to the app Change Sales Order to do further changes
Issues with the process flow
The process flow has the following features:
- Provides a quick overview of the complete business process and shows the issues in the context of close-by business objects
- Provides a graphical overview of all documents, their relationships, and the document status
- Enables resolution of the issues directly from the starting point of the process flow
- Graphically indicates the actual status (red or green)
- For each stage - in order, in supply, in delivery, in invoice - shows a colored circle with the overall status of the involved documents
- If all issues are resolved, moves from red to green
Key process steps
You can use this process to address problems that occur during the sales order fulfillment process. The application allows you, as an internal sales representative, to manage, monitor, and collaborate on solutions to resolve issues. Examples of issues are missing documents, missing or unconfirmed information, and various types of blocks. You can use the application to search for specific sales orders. You can also filter the list of issues according to the stage at which it occurs.
These are the process elements for scope item BKK Sales Order Fulfillment Monitoring.
The following are the main element groups of the monitoring facility:
Overview of incomplete items.
Check sales orders for issues
Check sales orders due for delivery
Review documents due for billing
The main benefits of the current business process are:
- Provides a quick overview of the complete process: all issues in the context of the business objects can be displayed.
- View at one glance if products are partially delivered and not invoiced and reasons why this might be the case.
- Resolve issues within the process flow
- Provides the status of the process stage, such as all issues in sales orders.
Main used Fiori apps
|Main Elements||Role Name||Fiori App Name|
|List Incomplete Sales Inquiries||Internal Sales Representative||List Incomplete Sales Inquiries|
|List Incomplete Sales Quotations||Internal Sales Representative||List Incomplete Sales Quotations|
|List Incomplete Sales Documents||Internal Sales Representative||List Incomplete Sales Documents|
|List Incomplete Sales Contracts||Internal Sales Representative||List Incomplete Sales Contracts|
|Track Sales Orders||Internal Sales Representative||Track Sales Orders|
|Review Duplicate Sales Documents||Internal Sales Representative||Manage Duplicate Sales Documents|
|Review Sales Order Fulfillment Issues||Internal Sales Representative||Sales Order Fulfillment - Analyse Issues|
|Review Sales Documents Blocked for Credit||Internal Sales Representative||Sales Order Fulfillment - Resolve Credit Block|
|Review Incomplete Sales Orders||Internal Sales Representative||Sales Order Fulfillment – Resolve Incomplete Data|
|Review Sales Documents Blocked for Delivery||Internal Sales Representative||Sales Order Fulfillment – Resolve Delivery Block|
|Review Sales Documents Blocked for Billing||Internal Sales Representative||Sales Order Fulfillment – Resolve Billing Block|
|Review Sales Orders Due for Delivery||Shipping Specialist||My Sales Order Items Due for Delivery|
|Review Log of Delivery Creation||Shipping Specialist||Analyze Delivery Logs|
|Review Outbound Deliveries for Goods Issue||Shipping Specialist||My Outbound Delivery Monitor|
|Review Billing Due List||Billing Clerk||Create Billing Documents|
|Review Log of Collective Invoice Creation||Billing Clerk||Schedule Billing Creation|
|Review List of Blocked Billing Documents (for Accounting)||Billing Clerk||Manage Billing Documents|
|Review Schedule Billing Release for Accounting||Billing Clerk||Schedule Billing Release|