Overview

In this section, you will find information about:

  • How is done the assignement for processing
  • What to do to process a sample
  • The interface with SAP and what is updated in SalesForce
 

Concerned profiles:

     Sales - Customer Service - Supply Chain & Production

Table of content

 

Step By Step

Processing

Assignment 

Assignment for processing can be done in 2 ways:

•Automatically by the system when the sample status is approved and criteria are met
•Manually by the user by changing the owner

By clicking change, the user will be redirected to the following page to select another user and save the new owner.

 

The New owner will then automatically receive an email notification

Actions 

The person assigned for processing will then have to:

•Create an order in SAP when it is relevant
•Send notification to 3rd party when relevant
•Update sample request with necessary shipping information

The shipping information can be updated in 2 ways:

1. Manually by the CSR if no SAP order is created and this will be done in the following section:


2. Otherwise it will be done automatically if a SAP order has been created and information will be updated once a day by an interface. SAP information will go to the following section:

SAP interface

 

  • Once the email you receive, there is what we call the "Sales Force ID"

  • You can also find this "Sales Force ID" on the case screen

This "Sales force ID" has to be copy/paste as "Puchase order n°" in SAP, in the "Order Data" tab, in the "Ship-to party" section.

You also need to select the "Purchase order type" as "SFDC"

 

 

Pay attention to input nothing else, otherwise the interface with Sales force won't work. So, no additional word like "ID", "Sample",...

If you would like to manage several sample request in the same SAP order, it’s possible. To do so, you will have to:

  • Create 1 line per sample request
  • Add the corresponding sales force ID on each line as « Purchase order n° » in the « Order Data » tab, in the « Ship-to party » section.
  • Indicate « SFDC » as « Purchase Order Type ».

This works for every kind of sample, free or not.

 This works on both SAP system: PF1 and RCS.

 

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