Questions to address in SAP interface
- Data mapping -Fields needed to send to SAP (preferably automatically - not requiring User input) - see table below.
- What is the mandatory information to send a quote to SAP?
- if the information is missing, who will provide it?
- should we put the fields as mandatory?
- What other data points are CSR's checking before pushing data to SAP? what data is needed to display at Task object to be able to send the needed data in SAP
- Allocation of tasks for SAP data upload - Queue or specific individual
- What responses can we expect from SAP (error messages/etc)? (Nicolas Balbiani & HISLER, Olivier)
- how to handle the error messages - via a log record under the Opportunity?
- Loopback between CSR and Account Managers in case there are errors/discrepancies in data at OLI level - Chatter?
- 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.
- how do CSR's identify an entry wrongfully sent to SAP in SAP (to be able to delete it?)
- 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.
Data mapping - Fields needed to send to SAP
Field Name | Salesforce field | Field Type | Salesforce Object |
|---|---|---|---|
Price Valid From | SLV44_Quote_valid_from_internal_only__c | date | SLV44_ONE_Quote__c |
Price Valid To | SLV44_Quote_valid_to_External__c | date | SLV44_ONE_Quote__c |
| Sales Organization | PP_SAP_Sales_Org__c | restricted picklist | SLV44_ONE_Quote__c |
| Division | SLV44_SAP_Division__c | text | SLV44_ONE_Quote_Line_Item__c |
| Distribution Channel | PP_SAP_Distr_Channel__c | restricted picklist | SLV44_ONE_Quote_Line_Item__c |
Bracket From | PP_Bracket_From__c | double (18, 2) | SLV44_ONE_Quote_Line_Item__c |
Bracket To | PP_Bracket_To__c | double (18, 2) | SLV44_ONE_Quote_Line_Item__c |
| Incoterms | SLV44_Incoterms__c | restricted picklist | SLV44_ONE_Quote_Line_Item__c |
| Manufacturing Plant | SLV44_Manufacturing_Plant__c | Id | SLV44_ONE_Quote_Line_Item__c |
| Shipping Plant | SLV47_Shipping_Plants__c | id | SLV44_ONE_Quote_Line_Item__c |
| Manufacturing Plant Name | PP_Manufacturing_Plant_Name__c | text | SLV44_ONE_Quote_Line_Item__c |
| Shipping Plant Name | PP_Shipping_Plant_Name__c | text | SLV44_ONE_Quote_Line_Item__c |
| Quote Line Item ID | Id | Id | SLV44_ONE_Quote_Line_Item__c |
Bracket (From-To) | SLV44_Bracket_From_To__c | text | SLV44_ONE_Quote_Line_Item__c |
| Annual Volume | SLV44_Estimated_Annual_Volume__c | double (18, 2) | SLV44_ONE_Quote_Line_Item__c |
| SLV44_ONE_Quote_Line_Item__c | |||
| SLV44_ONE_Quote_Line_Item__c | |||
| SLV44_ONE_Quote_Line_Item__c | |||
| SLV44_ONE_Quote_Line_Item__c | |||