Constituting the Flow

Objective

After completing this lesson, you will be able to display proficiency in adjusting order processes without difficulty to rapidly accommodate upcoming business needs

Flow

Orchestrate with a central hub

  • Connect your sales channels
  • Connect your fulfillment channels and systems
  • Orchestrate order fulfillment, omnichannel

Understand your omnichannel business performance

  • What have you sold, so far today?
  • What trends or patterns do you need to react to?
  • Are you delivering on your customer promise?
  • Across all channels, including point of sale

Adapt your strategy and tactics, easily

  • Configure and tailor your order processes in one place
  • Add new scenarios to take advantage of market opportunities
  • Insights to drive updates in other modules, like Sourcing & Availability
  • And to drive organizational updates, outside any system

Order Management Framework centers on three main elements - orchestration, understanding, and adaptation. These pillars aid in assimilating all the order-related information and updates into SAP Order Management Foundation. 'Understanding' involves gauging what has happened, for instance, comparing the expected ship date to the actual ones.

However, the primary focus of this lesson is 'Flow,' signifying 'Adapt.' Flow is about easily updating your strategies or tactics, tailoring processes for different situations, and creating new ones to leverage market opportunities. An example of 'adapting' can be seen during the COVID pandemic. Many businesses had to implement curbside pickup swiftly when in-store pickup became nonviable due to lockdown restrictions. Thus, having a tool that supports easy process modifications or new process creation bolsters your chances of business survival and growth amidst challenging times.

Even outside of extraordinary situations like a pandemic, businesses must maintain agility and adapt swiftly. Market conditions, customer expectations, and competitors are dynamic, necessitating quick and effective responses from businesses. The ideal way to do this is by making changes in a decoupled middle layer that neither jeopardizes your digital core nor requires significant changes to the customer experience. The essence of this lesson lies in recognizing the importance of adaptability.

End-to-End Order Management in the Cloud

The basic flow involves orders coming in, requests going out, and activities returning, which are then published to the event mesh. Additionally, the activities and other events triggered within SAP Order Management foundation can be used to initiate specific actions. This dynamic functionality allows for adaptability and responsiveness in operational workflows based on the evolving business requirements and scenarios.

Flowchart illustrating an order management system with stages: Order From Anywhere, Capture & Enrich, Orchestrate & Monitor, and Fulfill, showcasing various fulfillment options.

Remember the basic flow is orders in, requests out and activities back. Those activities as well as related events can be used to trigger actions.

SAP Order Management Foundation Flow

The operational flow is visually represented by orders coming 'In', requests going 'Out', and then receiving 'Activities' back in response. This representation underscores the interplay and handover that takes place within the flow sequence. This ongoing back-and-forth forms a significant part of the operational workflow in SAP Order Management foundation.

Illustration showing the basic flow of orders, requests, and activities. Text explains that these can trigger actions, accompanied by hands holding a colorful bar.

Order Activity Overview - With Workflow

The emphasis in this context is on the 'activities' within the flow sequence. These activities act as triggers for initiating workflows. Furthermore, these triggered workflows may, in turn, generate additional activities. This shows how activities can ignite a chain of events, providing a basis for creating versatile and responsive operational workflows.

Flowchart illustrating the interaction between Users/Systems and Order Activities. It includes POST/GET endpoints, SAP Event Mesh for notifications, and workflows for triggering and raising activities.

Preview of SAP Order Management Foundation Flow

Flow: Easily configure your processes

  • Start with a Trigger: usually Order Activity
  • Drag and drop process definition
  • Easy to see what the process does
  • Easy to add / modify process flows
  • Drag in SAP Order Management foundation Standard Actions
  • Define and use your own Custom Actions - partners, external systems, your own landscape
  • Monitor execution
  • Start with reaction to events, longer term end to end order process definition
Workflow setup in SAP Automation interface, titled Flow Test. It shows components for a trigger event, standard and custom actions, including fetching order details and getting order items.

The SAP Order Management foundation is a low-code, no-code environment with a simple, drag-and-drop interface. The basic trigger by default is an order activity notification, which is customizable and can be managed. More triggers, such as other events and direct API calls, are planned to be added in the future.

It's easy to see the flow of operations, as you can click on each field and view its content. Modifying these flows is straightforward and, over time, template flows will be provided out of the box to further facilitate the process. Snapshots of these templates can be taken for reference, allowing creation of customized versions, or to revert back to the original template.

The main function of the system initially is to respond to activities and events, allowing for tailored processes suitable for different situations. For instance, if there's a rejection from a fulfillment system, you might want to trigger a notification either to an employee to investigate it or to ask a customer for their preference before making a decision. There are standard and custom actions available, allowing you to call something within SAP Order Management foundation itself or set up calls to an API, provided a destination is setup in SAP BTP.

Flow: Contents

  • Triggers:
    • Usually Order Activities -Standard and Custom
    • Business Events - such as react to Order Cancel
    • Internal Events - such as react to Order Create
    • Direct API
  • Actions:
    • Standard - such as Retrieve Order Data, Send Requests or Call Sourcing
    • Custom - such as send message to Operations' Slack Channel or Send Email, Call an API end point
    • Partner-Provided - such as for external services like Tax, Payment, Enrichment
  • Custom Triggers with Custom Actions gives a complete ability to tailor the business process of your customer order.

Standard actions within the SAP Order Management foundation framework include operations like calling sourcing, sending requests outbound, and more. Custom actions, within certain limitations, may also be utilized. These could involve making an API call, sending a message to an operational Slack channel, sending an email, calling another API endpoint, and others

Over time, the plan is to incorporate partner-provided actions as well. This could mean invoking a tax service or a payment service provider, or executing some form of alternative enrichment or validation. The capability to create an action, another event, or an additional trigger can act as a closed loop, triggering the next step in a process. This in turn enables an efficient end-to-end process management.

Orchestrate: Adapt

Demonstrating this process, we move to the 'flows' section. Flows can be active or inactive. When creating a new flow, it starts off with a trigger. The default events are the ones that we predefined. If an order activity notification is preferred, you usually have a list from which you can select. This drop-down list is built based on the configurations set up earlier. The next step is to perform an operation such as a standard action, for instance, fetching items from an order. This provides a succinct overview of how flows in SAP Order Management foundation are created and managed.

A table listing various flows with columns for Name, ID, Description, Status, and Last Updated date. Some flows are active, while others are deactivated or in draft status.

Continuing with the flow creation, you might want to add a custom action next. This is where operations like GET, PATCH, or POST can be defined - essentially closing something from the destination service on BTP. During this step, you will be prompted to write in your request. Additionally, you could add headers as per your needs, along with their keys and values, and add more as required.

An important note: to edit a flow, it must first be deactivated. This crucial step is to prevent changes to an operational sequence of actions in real time. Active flows cannot be modified directly; however, you can view different information already included in the flow. For example, examining a custom action in an active flow can help understand its configuration and operation further.

Screenshot of SAP interface for OTrigger2 with sections for configuration and monitoring. The monitoring section indicates No flow executions found and suggests changing search criteria.

As a part of the custom action, you might employ a DELETE method to direct it to a specific service. In this particular scenario, a mock service is used. The system also allows you to monitor the ongoing processes within specific flows. Even though it's a test system with limited data, the basic concept becomes evident fairly quickly. Several actions can be strung together as per the requirements, showcasing the adaptability and flexibility of the system.

Interface showing a New Draft Flow in SAP. On the left are components for triggers and actions; a blank central area for flow design, and configuration options on the right.

The ultimate aim is not just to react to individual activities, but also to handle the end-to-end process of an order over time. Hence, envision breaking down validation steps and enrichment steps in the order submission process into finer functionalities. With this, the flow can be used to determine the operation of a function based on the context.

Screenshot of an SAP interface displaying an order creation workflow, featuring components like triggers, actions, conditions, and payment options.

For example, replacing an existing validation with a custom one, or adding an extra custom validation might be needed for a specific market or scenario. A case in point: for some products in industries like pharmaceuticals or alcohol, cross-border shipping restrictions might apply - between provinces, states, or countries. Such requirements could be easily incorporated with this feature.

The upcoming release is focused on incorporating conditions, the 'if this, then that' functionality, offering greater control. Along with this, additional out-of-the-box actions will be introduced, and partner collaborations will be targeted to further enrich the functionality offering.

Note

Check out these extra links if you're interested in learning more or deepening your understanding. They're packed with further information to enrich your knowledge.

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