ERP User GuideSAP

SAP

Sana Commerce 9.2
Your connector

Back Next

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".

Set up system attributes

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. For more information, see 'Order Processing'.
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.
Basket Block	You must set up these settings, if you are using order processing strategy optimized for large orders. In the "Basket Block" field, select a delivery block. It is used to block sales documents which are in process of creation using the order processing strategy optimized for large orders. A user in SAP will not be able to deliver such order until it is completed by the customer. In the "Synchronized Basket Type" field, select the appropriate sales document type, either quote or order. When the order processing strategy optimized for large orders is used, the initial sales document that is created in SAP is of the type selected in this field. It is used as a draft document through the whole checkout process. Once the order is completed by a customer, it will be saved to SAP with the type selected in the "Order Type" field. This will be the final sales document. For more information, see "Draft Orders and Quotations".
Synchronized Basket Type

Set up order types

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

Main sales document types:

ORDER - if you allow your customers to create sales orders from a Sana web store, you must map this sales document type to the one in SAP.
QUOTE - if you allow your customers to create quotations from a Sana web store, you must map this sales document type to the one in SAP.
PROMOTABLEQUOTE - if you allow your customers to create quotations and convert them to the sales orders directly in a Sana web store, you must map this sales document type to the one in SAP.

Secondary sale document types:

CREDITNOTE - credit note
INVOICE - billing document
RETURNRECEIPT - return receipt
RETURNORDER - return order
SHIPMENT - delivery document

All sales documents are stored and processed in SAP. A customer can log in to a Sana web store and see his or her order history.

You can create records for the above mentioned secondary sales document types, if you want to filter out the sales documents and show only those of a certain type. For example, if you create billing documents of different types in SAP, you can define which of them must be shown to the customers in the order history in the Sana web store. If you don't map the Sana's secondary sales document type to some specific sales document type in SAP, all types of this sales document will be shown in the Sana web store.

NOTE

It is required to set up sales documents with the output type, if you want to allow your customers to download printable sales reports. For more information, see "Sales Reports".

Sitemap

Installation

Product Versions

Links

Sana Commerce does not accept any liability for the content of this website, or for the consequences of any actions taken on the basis of the information provided. The information below should be interpreted as an example. No rights can be derived from this information.

Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP

Updated: January 2017

SAP

Sana Commerce 9.2 Your connector