Using Sales Order Fulfillment Monitoring and Operations (BKK)

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 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.

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

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

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.

With the SAP Fiori Track Sales Order Fulfillment Status app, you can check whether the delivery of a sales order is on track for fulfillment. For example, you can see whether it has been shipped, invoiced, or even whether a journal entry has been cleared.

You can immediately recognize whether the fulfillment of the sales order contains issues or not, or whether it has been completed, or is still in process.

If a customer calls, asking for information on their order, or a colleague or superior asks for information on all orders belonging to a specific customer, you can use this app to provide this information quickly.

Search criteria, such as sales document (sales order, sales order without charge, debit memo request), sold-to party, requested delivery date, document date, customer reference, can be used to find the relevant sales document.

Default values, set in the Me Area, are copied to the search criteria.

The list shows the entire order-to-cash process, including the sales document data, and the fulfilment status for the process phases order processing, supply processing, delivery processing, in transit, invoicing, and accounting.

If an issue exists, it is also displayed in the list.

For this app, SAP supplies a standard filter variant as well as a default sort order.

One can navigate to the Track Sales Order Details app to visualize the sales order fulfilment status of a specific sales order and its subsequent documents in more detail.

You can carry out the following mass actions from the list:

• Create sales order
• Reject all items
• Set delivery block
• Remove delivery block
• Set billing block
• Remove billing block

In addition, the system determines the status in the process phases and the issues.

From the list, you can execute different actions to control the transaction options in a specific process.

With the SAP Fiori Schedule Billing Creation app, you can schedule periodic and non-periodic jobs for the creation of billing documents (for example, invoices for customers) based on items in the billing due list. You can also display, cancel, and copy these billing document creation jobs.

The integration of predefined and custom relative date functions enables billable documents to be selected for processing relative to the job execution date, providing maximum scheduling flexibility.

Billing data: You can specify the billing type of the SD documents that you want to include.

Billing dates of the SD documents (absolute range or required billing dates relative to the date on which the job is scheduled to run.

Organization data (shipping point, division, distribution channel, sales organization).

Customer data (sold-to party and destination country or region).

Document type data (delivery-related or order-related).

You can select parameters to determine which billable sales and distribution (SD) documents are to be included in your new billing document creation job.

Schedule a recurrence so that billing documents will be created at regular intervals (such as every minute, hour, day, week, or month, or at custom intervals you have set, such as every five days) .

Change the time zone.

Specify an end date for the scheduled creation of billing documents.

Choose to run billing document creation only on working days.

Choose whether billing documents are created on non-working days.

Choose the appropriate calendar to include the public holidays for your country or region.

Reset the chosen recurrence.

You can set criteria for which documents in the billing due list you want to create billing documents and for when to start their creation. You can choose to start the creation of billing documents immediately or at a later point in time.

If you want to schedule the creation of billing documents for a later point in time, you can enter a start date and time manually or select them from the calendar.