Version Control
| Version | Date | Description | Author |
|---|
| v.1 | 29.02.2024 | Creation | Josiane Peytraud |
1. General overview
This Conversion process flow is launched by an action button on the Non SAP Account. So is visible only on the layout “Non SAP Customer Lightning”.
Do not allow to run the flow if:
- The Account Status is not “Prospect”.
- The Corporate Group is flagged as “Not SAP Compatible”
2. Screen Flow detail
2.1 Before presenting the 1st screen
Check if there is already an existing request for this Account.
If Yes, retrieve it and populate the 1st screen with those information
If no, create one, so until the end of the process, we'll won't have 2 ways of working, with:
2.2 Screen 1
2.2.1 Selection of the CSR
There are 3 possibilities for the user to select the CSR who will receive the email with the summary of the Conversion Request and the one with the SAP Request number (for all GBUS except Technology Solutions and Novecare) or will be the main point of contact for Data Team who manages the Account creation in SAP for Technology Solutions and Novecare.
- “Select my CSR from the account team” => selection in the list the user from the Account Team with the role = "Customer Service Representative"
- “Search for my CSR based on his/her name” => search on User object
- “I am part of a GBU working with CSR Teams or Service Center” => selection in the list of the queues from QueueSobject with SobjectType = 'SLV2_Request__c' AND Queue.Email != '’ (This option is used by ECO GBUs)
2.2.2 Definition of the Account Sub-Type
Based on the GBU of the user ???, retrieve the GBU Account Sub-type from the GBU Segmentation and give the possibility to the user to change it.
If none, put default value as "End-User".
When going to the following screen, update or create the GBU Segmentation.
2.2.3 Detail of File upload?
For Novecare, we don't propose the possibility to load a file. So, set the value to "Ask me the Detail...." and don't show this section
For the other GBUs, give the possibility to:
- I have prepared a creation form and can attach it Download Customer Creation Form
- Ask me the details required and I will provide what I know (inclu. attachments)
2.2.4 File Upload:
Even when the user hasn't selected the option "I have prepared ...", they must have the possibility to load a file.
So, in any situation, give the possibility to load one.
2.2.5 Sold-to or Ship-to
Ask the user to confirm if he would like to create a Sold-to or a Ship-to in SAP.
Pre-populate the information based on the Partner Sub-Type of the Account.
2.3 When clicking "Next" on the 1st screen
Before displaying the following screen, we need to perform few activities in order to save what has been done so far and be able to
2.2.1 Update the request with the information from the screen
option
2.2.2 Update / Create the GBU Segmentation
Update
Creation
2.2.3 if option 'I have prepared ..." has been selected
Got to the summary screen
2.4 Sold-to or Ship-to flow?
Depending of the selection done in Point 2.2.5, go on with the Sold-to or Ship-to Account Process.
2.5 Contact Screen
- Ask if Sold-to contact is existing.
- If yes, lookup on contact
- If no, input fields
- Ask if the Safety Data Sheet Contact is the same as the Sold-to
- If yes, copy/paste the information from the Sold-to Contact
- If no, ask if the Safety Data Sheet Contact exist
- If yes, lookup on contact
- If no, input fields
- Ask if the Certificate Of Analysis Contact is the same as the Sold-to
- If yes, copy/paste the information from the Sold-to Contact
- If no, ask if it’s the same as the Safety one
- If yes, copy/paste the information from the Safety Contact
- If no, ask if the CoA Contact exist
- If yes, lookup on Contact
- If no, input fields
The list of fields to display to the user when the contact is not existing are:
- First Name => Mandatory
- Last name => Mandatory
- Language => Picklist based on the field Language of the object Contact or the Global Picklist Language (it's the same picklist, use the simplest option), Mandatory
- Function => Picklist based on the field Function of the object Contact, Mandatory
- Job Department => Picklist based on the field Job Department of the object Contact, Mandatory
- Phone
- Mobile Phone
- Email
2.5 Delivery Screen
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2.6 Payer Screen
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2.7 Bill-To Screen
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2.8 Summary Screen
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2.9 Submit
3. Specificities
4. The SAP interface
5. Useful links
Mapping CRM - WM - SAP (Tab: CG Update Core => PRS)
Accounts' Interfaces with SAP
WebMethods FSD