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Describing Integration in Sales

Objectives

After completing this lesson, you will be able to:

Depict the integration overview and integration concept.
Illustrate Dangerous Goods Processing in sales.

Integration Overview

Learn about the integration of dangerous goods processing in sales.

This image outlines the responsibilities and processes of various specialists involved in the handling, compliance, and shipping of dangerous goods, with the current lesson on Integration in Sales highlighted.

This image illustrates the integration of dangerous goods processes across sales, delivery, transportation management, and purchasing workflows in a business context.

This image outlines a flowchart for sales document processing, detailing steps from creating a sales document and item, conducting a dangerous goods check, to printing the document, with outcomes including a sales document with dangerous goods data or DG data in EDI (SOAP).

In detail, dangerous goods processing is integrated into sales processes with the following functionalities:

Dangerous goods transport permissibility check
Output of dangerous goods data on document printout
Output of dangerous goods data via EDI (SOAP)

Details on the availability of dangerous goods processing functionalities related to sales document types are given in the following overview table.

DG Processing in Sales Document Types - Overview

The following table gives an overview on the availability of Dangerous Goods Transport Permissibility Check and the output of Dangerous Goods Data on document printouts and using EDI (SOAP) for various sales document types.

DG Processing in Sales Document Types - Overview

Sales Document Type	Dangerous Goods Transport Permissibility Check	Output of Dangerous Goods Data on Document Printout	Output of Dangerous Goods Data via EDI (SOAP)
Sales Inquiry	---	---	---
Sales Quotation	Available	Sales Quotation
Sales Contract	Available	Sales Contract
Sales Order	Available	Sales Order Confirmation	Sales Order Confirmation
Sales Order without Charge	Available	Sales Order Confirmation	Sales Order Confirmation
Scheduling Agreement	Available	Scheduling Agreement
Scheduling Agreement with External Service Agent	Available	Scheduling Agreement

The following integration concept provides details on dangerous goods processing regarding dangerous goods check logic, dangerous goods status for Item and consolidation of item status for the dangerous good status for the document header.

Integration Concept and Customizing

The dangerous goods check is integrated into the sales documents as follows:

The result of the dangerous goods check is stored in the dangerous good status for the item and the dangerous good status for the header in the sales documents.
The dangerous goods check execution is automatically processed by the system and the item and header status is updated, when:
- The sales document is created, and an item is added.
- The following fields of an item in a sales document are changed:
  - Material (Product)
  - Ship-to Party
  - Shipping Point / Plant
  - Quantity of Product / Unit of Measure of Product
- The sales document is saved.
- The dangerous goods expert released the missing dangerous goods assessments and open requests from logistics have been found. This triggers an automated rechecking of the document and the requests from logistics are automatically closed.

The dangerous goods check is integrated into the sales documents as follows:

Warning messages in the log are displayed in the sales document to inform the internal sales representative about any issues when the dangerous goods check has one of the following item statuses:
- Warning - Transport Restricted
- Blocked - Decision Pending
- Blocked - Transport Forbidden
When the dangerous goods check sets the item status to "Blocked - Decision Pending", a request from logistics is automatically created. If the relevant dangerous good assessments are not released or the regulation situation in a country/region is undefined (there is no entry for a country/region in the "Apply Regulations - Dangerous Goods" app), the dangerous goods expert receives a launchpad notification. From the SAP Fiori launchpad notification, the dangerous good expert can directly navigate to the affected object.
If a sales order is created from a sales quotation or a sales contract, items with status "Blocked - Decision Pending" or "Blocked - Transport Forbidden" are not taken over into the sales order.

This image provides a classification system indicating the compliance status of products with dangerous goods regulations, ranging from non-relevant and no dangerous goods to transport allowed, restricted, pending decision, and transport forbidden.

OK – Not Relevant: Product is NOT compliance relevant.

OK – No Dangerous Goods: The product is compliance relevant. Released dangerous goods assessments exist for all relevant regulations.

All relevant dangerous good regulations are classified as "No Dangerous Goods".

OK – Transport Allowed: The product is compliance relevant. Released dangerous goods assessments exist for all relevant regulations. At least one or all are classified as "Dangerous Goods". The transport is for all relevant dangerous goods regulations and modes of transport is "Allowed".

Warning – Transport Restricted:

The product is compliance relevant. Released dangerous goods assessments exist for all relevant regulations. At least one or all are classified as "Dangerous Goods". The transport is possible, but for SOME dangerous goods regulations and modes of transport the transport is "Forbidden" *.

Blocked – Decision Pending: Several reasons are possible: The Compliance relevance is "Undefined". No compliance view exists, but the product is compliance relevant. The role "Transported" is not assigned to the compliance view. At least one of the relevant regulations has no released dangerous goods assessment. A country/region has been determined that has no entries in the "Apply Regulations – Dangerous Goods" app. → In all cases a request from logistics is created. If a dangerous good assessment is not released, a launchpad notification is sent to the dangerous goods specialist.

Blocked – Transport Forbidden: The product is compliance relevant. Released dangerous goods assessments exist for all relevant regulations. At least one or all are classified as "Dangerous Goods". The transport is NOT possible, because for some or all dangerous goods regulations and modes of transport the transport is "Forbidden" *.

*) For more details, see the "Dangerous Goods Processing in Sales – Check Logic" slide.

This image illustrates the aggregation rules for determining header status based on item status, showing how different item classifications (ranging from OK - Not Relevant to Blocked - Transport Forbidden) result in specific header statuses that influence the handling and transport of goods.

DG Check Logic

The dangerous goods check is executed based on the departure and the destination country/region.
- The departure country/region is derived from the address of the shipping point. If the shipping point is not available, the country of the assigned plant is used.
- The destination country/region is derived from the address of the ship-to party. If the address of the ship-to party has been overwritten, the data is derived from the overwritten address.
The determination of the dangerous goods regulations for the departure and the destination country/region are based on the settings in the "Apply Regulations - Dangerous Goods" app.
Please note that the country/region assignment in the compliance requirements is not considered. The compliance requirement reflects only the legal situation and not necessarily how companies apply the dangerous goods regulations.
The solution is currently supporting dangerous goods checks only for "DG ready packed" products.
- Generally, dangerous goods must be packaged products in the sense that they represent a dangerous good packaging. Unpackaged products are only allowed on a sales order if all dangerous good regulations are classified as a "No Dangerous Goods". Products that are not compliance relevant, are not checked and therefore always allowed (item status "OK - Not Relevant").
- Please note that the scenario of filling dangerous goods in tanks or bulk containers and the flexible packaging process in the supply chain are not supported.

This image outlines the criteria for determining the status of an item based on its dangerous goods classification and transport regulations, with possible statuses including No Dangerous Goods, Decision Pending, Transport Forbidden, Transport Restricted, and Transport Allowed.

Sales Documents with DG Data

You can configure whether the dangerous goods data shall be printed or not on the sales documents based on the shipping conditions in Sales. Please note, when shipping conditions are added by Sales, check whether dangerous goods data need to be printed and enhance the configuration, if needed.

Dangerous goods data are printed for the regulations and modes of transport that are assigned to the departure and destination country/region. The assignment of regulations to countries/regions and modes of transport is defined in the "Apply Regulations – Dangerous Goods" app.

The departure country/region is derived from the address of the shipping point. If the shipping point is not available, the country of the assigned plant is used.
The destination country/region is derived from the address of the ship-to party. If the address of the ship-to party has been overwritten, the data are derived from the overwritten address.

The language determination for printing the dangerous goods data on sales documents is also defined in the "Apply Regulations – Dangerous Goods" app. Depending on the definition in the "Apply Regulations – Dangerous Goods" app, the dangerous goods data can be printed in multiple languages. The system supports printing the dangerous goods data in the official languages, in the languages of the departure country/region and in the languages of the destination country/region.

For compliance relevant products that are classified as "No Dangerous Goods", the text "No dangerous good" is printed.

This image provides a status guide for confirming items and sending sales documents based on their classification as dangerous goods, with conditions for each status marked by green (allowed), yellow (warning), and red (blocked) indicators.

This image illustrates the customizing activity Dangerous Goods Integration into the Value Chain for activation of the business feature in S/4HANA to enable dangerous goods checks and documents in sales, delivery, purchasing, and transportation management.

With the activation of the "Dangerous Goods Integration into the Value Chain" business feature in the Customizing, the integration for dangerous goods checks and documents with dangerous goods data is active in:

Sales
Delivery
Purchasing
Transportation Management with:
- Freight Unit
- Freight Order

Note

It is NOT supported within one S/4HANA system to use the dangerous good integration of the new S/4HANA for Product Compliance solution and in parallel the dangerous good integration of Product Safety and Stewardship.

This image illustrates the customizing activity to exclude certain sales document types for the Dangerous Goods into Value Chain feature in SAP using negative logic, where newly created sales orders are included by default but can be excluded if needed.

For the selected "Dangerous Goods into Value Chain" business feature, you can exclude sales document types:

SAP uses a negative logic, this means that newly created sales order types are by default included in the check functionality but can be excluded intentionally.

Supported sales document categories:

B = Sales Quotation
C = Sales Order
E = Scheduling Agreement
F = Scheduling Agreement with Service Agent
G = Sales Contract
I = Sales Order without Charge

Dangerous Goods Processing in Sales

Learn about dangerous goods processing in Sales with integrated DG-checks.

This image illustrates a sales process involving an internal sales representative who encounters an issue with a product that is not permitted for transport, highlighting the importance of sales order integration in the sales process

The following process shows the integration using the sales order, which is the central document in the sales process, as an example.

When entering a product, which is classified as a dangerous good, to a sales document (sales order, sales quotation, sales order without charge, scheduling agreement), the system automatically checks the transport permissibility regarding applicable dangerous goods regulations and related modes of transport.

If no released dangerous goods assessments exist for an item in a sales document, a launchpad notification is sent to the dangerous goods expert. From the launchpad notification the dangerous goods specialist can directly navigate to the product the needs attention.

Parallel to the creation of the launchpad notification, a request from logistics is automatically created in the background in status "In Assessment" so that the sales document can be rechecked as soon as the dangerous goods specialist has finished the assessment. If the recheck was successful, the request from logistics is automatically closed.

This image displays a new sales order interface in SAP, highlighting that shipping conditions can be configured to determine if dangerous goods data is included on the order confirmation

Based on the shipping condition, you can configure whether dangerous goods data shall be printed on the order confirmation or not.

This image shows an SAP Sales Order screen indicating a warning for the transport of an item requiring compliance with dangerous goods regulations

As soon as an entry has been added to a sales order and the product is compliance relevant, the dangerous goods check is automatically executed. If there are any issues, this is indicated in the status line by a warning message.

This image depicts an SAP Sales Order screen showing the Status and Blocks tab, highlighting the overall status as Open, the blocking status as Not Blocked, and indicating a warning for Dangerous Goods Transport

The aggregated header status is shown in the "Status and Blocks" tab.

This image shows the Status and Blocks tab of a sales order item for Resin Remover Lemon - 200L Drum in an SAP system, detailing processing, blocking, and product compliance statuses. The highlightes Dangerous Goods Status for this item is Warning - Transport Restricted.

The item status is shown on item level in the "Status and Blocks" tab.

This image depicts the Items tab of an SAP Sales Order screen, showing how to include item status in the table using the Settings action

On the "Items" tab, you can use the "Settings" action and include the item status into the table.

This image shows an SAP sales order interface with a highlighted feature where users can navigate to the Compliance Information For Products app to check the compliance status of individual items

For each item, you can directly navigate to the "Compliance Information For Products" app to find out why a certain item status has been set.

This image depicts a blocked sales order due to a missing dangerous goods assessment for one item, prompting a launchpad notification to the dangerous goods specialist and an automated recheck request from logistics once the assessment is completed

If a relevant dangerous goods assessment is missing for a compliance relevant item, a launchpad notification is automatically created and sent to the dangerous goods specialist. In the background, a request from logistics is created for automated rechecking of the sales order when the dangerous goods specialist has released the relevant assessments.

This image demonstrates how to use the Adapt Filters and Settings actions in SAP's Manage Sales Orders interface to include and filter by the Dangerous Goods Status in the results list

You can use the "Adapt Filters" action and include the header status for filtering.

You can use the "Settings" action of the results list to include the header status.

Sales Documents with Dangerous Goods Data

Get to know the output of dangerous goods data on sales documents.

Caution

Sales documents including dangerous goods data are available either in S/4HANA Output Control or in RSNAST-based Output Management.

From the new FIORI Sales Order app, you cannot open the order confirmation. For this, you still need to use the Web-Dynpro UI of the Sales Order ("Header Output Preview" action).

This image explains that for sales documents that include dangerous goods data, users need to use either S/4HANA Output Control or RSNAST-based Output Management, and highlights that the new FIORI Sales Order app requires the Web-Dynpro UI for viewing order confirmations via the Header Output Preview action.

This image shows an SAP screen displaying the details of a standard order, including product descriptions, quantities, and shipping information, for order number 25859.

This image shows information pertaining to the shipment of a resin remover product, highlighting the dangerous goods information for multiple regulations and modes of transport.

The dangerous goods data is printed for the regulations and modes of transport that are assigned to the departure and to the destination country/region in the "Apply Regulations – Dangerous Goods" app.

This image shows details of an invoice for Linalool - 1L, indicating it is classified as No Dangerous Goods.

For compliance-relevant products that are classified as "No Dangerous Goods", the text "No dangerous good" is printed.

This image depicts a product order for Easy Clean Orange Plus - 1L that requires further assessment before delivery, displaying a Blocked – Decision Pending or Blocked – Transport Forbidden status, with no delivery date or confirmed quantity provided.

For compliance-relevant products that have the item status "Blocked – Decision Pending" or "Blocked – Transport Forbidden", the statement "Further assessment is required before this item can be delivered" is printed.

Also no delivery date and no confirmed quantity is printed.

This image provides instructions on activating and configuring NAST documents for dangerous goods data in sales document confirmations within SAP S/4HANA on-premise releases through the Manage Application Object Type Activation settings.

This images illustrates a Sales Order Confirmation created as a NAST document.

The dangerous goods data is output for the regulations and modes of transport that are assigned to the departure and to the destination country/region in the "Apply Regulations – Dangerous Goods" app.

Sales Order Monitoring

Learn how you can monitor sales orders with dangerous goods.

This image depicts an Analytical List Page (ALP) app in SAP, used for monitoring sales orders with dangerous goods issues through filter, chart, and table areas.

This is an Analytical List Page (ALP) app.

In the filter area, chart area and table area,you can include the header status and monitor sales orders with dangerous goods issues.

This image shows the SAP Sales Order Fulfillment dashboard displaying the status and details of a specific standard order, including delivery and shipping information, tab-page General Informtion with the highlighted Dangerous Goods Status.

In the "General Information" tab, the header status is shown.

This image shows an SAP Sales Order Fulfillment interface with a focus on the Items tab where the user can access settings to include item status details.

In the "Items" tab, you can use the "Settings" action of the item list and include the item status.

For each item, you can directly navigate to the "Compliance Information For Products" app to find out, why a certain item status has been set.

Compliance Information for Products

Describe how to retrieve compliance information for products.

The "Compliance Information For Products – Dangerous Goods" app provides an overview on the transport permission of a packaged product. You can either view the details on the world map or in the table view.

This image shows a compliance information dashboard for a product, detailing transport permissions and restrictions, including forbidden air and rail transport in the USA.

In the details, you can see why the transport is restricted, for example, in the US for the product used in the sales order:

Rail passenger is forbidden in the US and in addition air cargo and air passenger are also forbidden.

This image shows a SAP compliance information screen for a resin remover product, indicating that in Germany, all domestic modes of transport are allowed except for aircraft cargo and aircraft passenger transport, which are forbidden.

Another example: You can see that in Germany, all domestic modes of transport are allowed, but aircraft cargo and aircraft passenger are forbidden.

This image shows a SAP compliance information in table view for resin remover transport permissions, highlighting the ability to search by country/region and view specific transport mode regulations and permissions.

On the table view, you can search for any country/region and view also the details regarding transport permission.

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