Questions to address in SAP interface

  1. Data mapping  -Fields needed to send to SAP (preferably automatically - not requiring User input) - see table below.
  2. What other data points are CSR's checking before pushing data to SAP? Is it just the basic data from the Google Slides? Or does it include the data points from Quotes as well (aka, prices, incoterms, etc).
  3. UI for CSRs - use Case object
    1. what data is needed to display at Case object to be able to send the needed data in SAP
  4. Allocation of Cases for SAP data upload - Queue or specific individual
  5. What responses can we expect from SAP (error messages/etc)? (Nicolas Balbiani & HISLER, Olivier)
    1. how to handle the error messages - via a log record under the Opportunity?
      1. ie, mis-mapping on SF Accounts / SAP entries
  6. Loopback between CSR and Account Managers in case there are errors/discrepancies in data at OLI level - Chatter?
    1. error/discrepancies happening before sending the data to SAP
    2. error happening after sending the data to SAP - CSR to delete manually the entry in SAP - then correct in SF and re-send the data.
      1. how do CSR's identify an entry wrongfully sent to SAP in SAP (to be able to delete it?)


Data mapping  - Fields needed to send to SAP

SAP Field

Salesforce field

Action

Comment

Division


Scenario 1 : Automatically filled if can be retrieve from products. In that case a migration will be needed on products

Scenario 2 : To be filled on the quote by the CSR or the KAM


Business region

To be filled on the quote by the KAM


Sales Organization


To be filled on the quote by the CSR


Product Hierarchy

Product Hierarchy Code (tbc)

Automatically filled


Material group (level 4)

Material Group Code

Automatically filled


Incoterm

Standard incoterm or deviated incoterm

To be filled on the quote by the KAM


Sold to

Account Name

To be filled on the quote by the KAM