SAP

Order Processing



Quotations and sales orders are all part of the sales process. Sana supports all SAP sales documents. Customers can place orders and create quotations as well as convert quotations into sales orders directly from a Sana web store. A customer can convert quotation into sales order from the quotation details page in the Sana web store which can be accessed from the quotes history.

The ordering flow should be configured in Sana Admin and in SAP. For more information on how to configure ordering settings in Sana Admin, see 'Order Processing' and 'Ordering & Checkout'.

Use the /SANAECOM/: System Attributes Sana admin table in SAP to configure order processing settings.

The table below provides description of the order processing settings in SAP.

Field Description
Order Type Select the order type. It can be a regular order or a quotation. The selected order type defines the final sales document which will be created in SAP when the order is placed from the Sana web store.

The order type which is used during the checkout process in the Sana web store is defined in the ordering settings in Sana Admin.

Quotation Promotable Use this option to allow or deny conversion of a quotation into a sales order without approval directly from the Sana web store.

If this option is enabled and the ordering process uses quotations which can be converted into sales orders, a customer can place a quotation and convert it into a sales order directly from the Sana web store.For such quotations the Quote Promotable checkbox is selected by default under the Sana tab in the quotation header data.

If this option is disabled a customer can convert a quotation into a sales order only when it is approved. When the quotation is created from the Sana web store, it should be checked by the e-commerce manager in SAP. After this it can be approved by selecting the Quote Promotable checkbox under the Sana tab in the quotation header data. When the quotation is checked and approved, the customer can convert it into the sales order.

No Days of Ord/Quote Expiration In SAP a quotation has an expiration date. It can be seen in the field Valid to under the Sales tab of the quotation.

In the No Days of Ord/Quote Expiration field you can enter the number of days for which the quotation should be valid. This value will be used for all quotations created from the Sana web store. If the quotation is not processed within the expiration period, it will expire, meaning that a customer will not be able to convert it into a sales order.

If you leave this field empty, quotations will not have an expiration period.

In the /SANAECOM/: Order Type Mapping Sana admin table in SAP you should set up order types which are used in your web store and map them to the existing sales document types in SAP.

See also:

Order Type Mapping
Order Delivery Block
Reason for Rejection Exceptions