I/ Load Price to SAP
As an Price Admin, I have a Task (Record type "SAP Quote Upload") list which I can check the “Load Price to SAP” tasks that have been assigned to the Queue of my region (1).
From there I can select a pending Task and assign it to myself. The task moves automatically to "In Progress" and I am able to click on the button "Send to SAP" or "Manually uploaded in SAP"
Then as a in order to perform the following tasks:
- Review the Quote pricing Data by checking the Quote linked to the Task (2) or quote quoted Details directly displayed on the task (3)
- Open the report with the pricing information of the Quote (4)
- Check the Sales Org, Distribution Channel and adjust if needed
- Review the rebate if there is any and aknowledge the input in SAP
- For TS if requested I will see if there is a need for a Dynasis upload and I will need to aknowledge it before closing the task
- In case of Manual Upload
- you can use the Report Export feature in CSV
- Once it is loded to SAP go back to the task as click on "Manually loaded to SAP"
- A popup is disaplayed and you can add the name of the CSR you want to receive the task to update sales order in SAP
- Click on Next
- The task
- Status = Completed
- SAP Integration status = empty
- All OQLI have the SAP Integration Status = Manually Integrated
- A table on the task display all lines updated
Here is the detail of the report and the data sent to SAP manually through the report :
https://wiki.solvay.com/display/PFE/SF+-+Novecare+-+Data+push+to+SAP
In case of Automatic Upload :
- Click on the button Send to SAP (6)
- If not all reaquirement are set you will get an error message
- requirement =
PP_SAP_Sales_Org__c is not empty
PP_SAP_Distrubution channel is not empty
- Dyanasus upload Acknowledgment need to be set if Quote.Update Price inDynasis for 18 months = true
- requirement =
- A popup is disaplayed and you can add the name of the CSR you want to receive the task to update sales order in SAP
- Technically :
- OQLI with Status = Pending T
- Task GEN_SAP_Integration_Status__c = Pending
- Task Status : Uploading price in SAP
- The task can not be modified by the Price admin at this status
- If there is an error in calling SAP an App Log is created
- These errors are monitored by the maintenance team
- At this stage the user can see on the tast what has been sent to SAP and the status of each lines :
- Once SAP Call Back we update the OQLI and related task if needed :
If ALL OQLI.SAP Integration Status = Integrated
Then
Update Task.SAP Integration Status = Integrated
Update Task.Status = Completed
+ Post on the CHatter of the TASK
@Task OWNER this Quote #QuoteLink has been successfully integrated in SAP.
Else
Task.SAP Integration Status = ERROR
+ Post on the CHatter of the TASK
@Task OWNER this Quote #QuoteLink has not been integrated in SF. Please check.
- If there is an error in the Lines, the user can press again Send to SAP and only not integrated lines will be resend to SAP
Once the task "SAP Upload" is completed the Quote is updated to Close Sales Started
If the CSR specified a CSR then an extra task is created
When tasks record type “SAP Quote Upload” are Completed,
Create a new task :
Record Type = Update Sales Order
Assignee = initiated task.CSR Assignee for updating price
Description = initiated task. Comment for CSR when updating price
Subject: “Update Price in Open Sales Orders“ + Quote Name
WhatId : Related Task
+ Fill the field “One Quote Detail
Create a Chatter for the Assignee :
“You need to update open orders with the new prices” @Ro
Price Condition Ineterface Specification
Price Condition Interface Mapping on sheet : Create Price Condition SF ->SAP - Specification