Introducing the Sales Order Management Process Use Case

Objectives

After completing this lesson, you will be able to:

  • Review the sales order management process you will build

Sales Order Management Process Review

Let's learn how to build a sales order management process. This process contains many manual steps and e-mails are sent back and forth. This is not a good experience for the sales employee nor for customers whose orders might be delayed or even lost during the manual process. Using SAP Build Process Automation, we can change this.

What is a Sales Order?

A sales order is a document that confirms a sale. It is generated by the seller after receiving a purchase order from the buyer. This document contains information regarding the sales, such as the price, quantity, and buyer details. This information is vital for the sales and operational staff of a company. Sales orders from different customers must be handled differently, for example, based on the sales order amount.

Then, the following procedure can happen:

  • First, a sales department employee receives sales orders via different channels and enters them in a spreadsheet, which is manually maintained and updated by different employees as the order status changes.
  • Second, if an order is above a certain amount, it must be approved. Sales department employees mark such orders as urgent and send either a physical paper or a scanned copy of the paper or what they have received via a phone order. After checking who the correct approver is, depending on the kind of sales order, in yet another spreadsheet of course, the sales department employee emails it to an approver.
  • Third, the approver replies to the sales employee via email about the order status whether it is approved or not. The sales department employees may need to send the approver a reminder if the approver does not respond in time.
  • Finally, the sales employee enters the approved sales order in the SAP S/4HANA system for order fulfillment.

As you can see, this process contains many manual steps and e-mails are sent back and forth. This is not a good experience for the sales employee or for the customers whose orders might be delayed or even lost along the manual process. We will change this with you.

Watch the following video to find out what you are going to build in the next lessons.

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