Step By Step
Convert a sold-to & ship-to prospect into a customer | |||
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Salesforce is managing the prospects from A to Z, but once the prospect must become a customer, it needs to be interfaced with SAP (where all the customers are managed).
The following high-level process gives the steps and the involved people requested for the conversion: |  | ||
Example of the email received by the CSR from Salesforce and the request in PRS |  | ||
Open the prospect that you want to convert as a customer. Note that it will trigger the creation of the account in SAP, and inform your CSR!
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| Click on the button Convert Prospect to Customer |  | ||
| Select the CSR of group of CSR to receive the request |  | ||
Choose if you prefer just sending a document or going through the full flow
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| Confirm if the account must be a sold-to & ship-to or only a ship-to |  | ||
Select if a quote exists and can be used to take some shipping details (incoterms and location)
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Define if the account requires a different delivery address or not.
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| Record the shipping details and the supply chain contact details |  | ||
You can precise if the customer is tax exempt or not => New in Winter 17' Release |  | ||
You can add a Financial contact with new tel/fax/email for any new payer => New in Winter 17' Release |  | ||
You can add a new contact with tel/fax/email for the person that will receive the safety data sheet => New in Winter 17' Release |  | ||
You can add a contact for the person that should receive the certificate of analysis, or COA, is a certification of the quality of the product shipped. We have to set up the person who should receive this certification when the customer is created in SAP => New in Winter 17' Release |  | ||
Define the bill-to details
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Define the payer details
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Search for a potential document to attach. If no attachment, click directly on Next
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| Review the details of the request and once confirmed, click on Submit |  | ||
Once the request sent, Account stays a Non SAP Customer but not editable anymore and Account Status is updated to Conversion Requested. You must now wait the creation in SAP. When the Account is locked under Status = Conversion requested, an information message appears on the account layout. |
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| Once the account is created in SAP, the account status will be automatically updated to Validated |  | ||
Convert a ship-to prospect into a customer | |||
|---|---|---|---|
Open the prospect that you want to convert as a customer. Note that it will trigger the creation of the account in SAP, and inform your CSR! |  | ||
| Click on the button Convert Prospect to Customer |  | ||
| Select the CSR of group of CSR to receive the request |  | ||
Choose if you prefer just sending a document or going through the full flow
|  | ||
| Confirm if the account must be a sold-to & ship-to or only a ship-to |  | ||
| Define the sold-to related to the sold-to and the shipping details |  | ||
| Search for a potential document to attach. If no attachment, click directly on Next |  | ||
| Review the details of the request and once confirmed, click on Submit |  | ||
Once the request sent, Account becomes a SAP Customer and Account Status is updated to Conversion Requested. You must now wait the creation in SAP. When the Account is locked under Status = Conversion requested, an information message appears on the account layout. |
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| Once the account is created in SAP, the account status will be automatically updated to Validated |  | ||
Need help?
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