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Dear community members,

In the SAP ERP Enhancement Packages SAP provides lots of enhancements to simplify and speed up order entry using ERP based SD Sales Order.

This blog provides an overview about Sales Order Enhancements I was involved with, with useful links to further information.

All enhancements presented in this blog are generic and can be used by anyone who runs SAP ERP 6.0 with the corresponding Enhancement Package.

Enhanced Material Search with Creation (EhP2 and 5)

 

Altervative material search implemented in Sales Order that comprises a full-text index based search for materials.
Search results are shown with plenty of fields including vendor information.
Search results are further enriched with list price, customer price and purchasing price, as well as stock availability for own and selected plants.
In addition, a catalog search is integrated to search for supplier products (without material master).
New materials can be easily created out of the catalog search results, based on existing materials (as copy template, or from scratch.

From EhP5 the Enhanced Material Search also supports MM transactions. Usability improvements, generic features and a personalization option have been done as well. SAP Enterprise Search Framework is now supported as an alternative to the Search Engine Service. As a goodie customer specific funtions keys can be created to include further functions, actions, jumps to transactions, display images etc.
Customers using SAP for Retail as of EhP5 can use the Enhanced Material Search now in Seasonal Procurement transactions, have Generic article support, and can use PRICAT as a catalog management tool to create the catalog index out of PRICAT data. Several material creation and change options are offered for Retail customers: Simplified Material Creation (EhP2), but now also MM41/42, PRICAT, and Core Master Data Maintenance for Articles.

Implementation time = 1-2 days (without the supplier products catalog search though).

Find more information here:
INFO KIT – Enhanced Material Search with Creation (link doesn’t work > send me an email)
– Blogs
         – Enhanced Material Search with Creation – Part 1: Overview, Enrichment of Search Results with Prices and Stock Availability
         – Enhanced Material Search with Creation – Part 2: Catalog Search for Supplier Products
         –  NEW Handling Long Tail / Supplier Products in an SAP Order environment – Realization Concepts

         – Enhanced Material Search with Creation – Part 3: How to further enhance the new search capabilities to my business?
         – Enhanced Material Search with Creation – Part 4: How to create new Search Criteria w/o modification
         – Enhanced Material Search with Creation – Part 5: Major improvements in Enhancement Package 5

         – Developer’s Guide: Enabling Business Objects for Embedded Search (in case SAP Embedded Search is used)

– SAP Online Dokumentation for EhP2 to 4 and for EhP5

– Activated via Business Functions
         – EhP2 to 4: SD_01
         – EhP5+:
                    – LOG_MM_CI_3: for MM implementation
                    – LOG_SD_CI_02: for SD implementation
                    – ISR_RETAIL_ENH_MAT_SEARCH (for SAP Retail; activates MM and SD)

                    – ERP_ENTERPRISESEARCH (for optional use of SAP Embedded Search as Search Engine)

– OSS Components

         – LO-GEN-EMF for Enhanced Material Search with Creation
         – BC-TRX-SES for issues with Search Engine Service (from EhP2)
         – BC-EIM-ESH for issues with SAP NetWeaver Enterprise Search (from EhP5)

Material View (EhP2)

The Material View provides a wealth of material and item information all consolidated on a single screen, thus allowing sales reps to answer customer questions faster than ever before.

The following information is shown:

– Basic Data, EAN, dimensions, basic data text, sales text
– Cross/Up-Downselling and alternative materials
– Regular vendor information with vendor contact, vendor material number and purchase price
– ATP stock information for selected plants
– List Price, customer price, discount, scale prices, price overview with history and future prices,
– Former sales orders of the customer ordering the very same material, showing order date, sales document number, order/delivery quantity, prices, discounts, margins

Implementation time = 30 min.

Find more information here:
– BlogSales Order Enhancement Series: The Material View
Complete info kit
SAP Online Documentation

– Activated via business functions
         – EhP2 to 4: SD_01
         – EhP5+: LOG_SD_CI_02

– OSS Component is LO-GEN-EMF

Full-text Customer Search (EhP4)

In sales order a new field for a full text customer search is provided. An unambiguous search result is taken directly to sold-to party field. For multiple results a popup is shown.

Implementation time = 5 min (yes, 5 min!).

Find more information here:
– Blog Full Text Search for Customers
1-Pager
SAP Online Documentation
  see “Full text search for customers in document header”
– Activated via business function LOG_SD_SIMP_02

Simplified Pricing Maintenance in Sales Order (EhP4)

This feature brings up to six selected conditions/subtotals to the sales tab or item overview tab of the sales order, eliminating the need to further navigate to the complex item conditions screen.

Implementation time = 30 min.

Find more information here:
– Blog Sales Order Enhancement Series: Simplified Price Maintenance using Predefined Price Elements
Complete info kit (including SAP Tutor offline demo)
SAP Online Documentation
  see “Processing of predefined price elements in the item overview”
– Activated via business function LOG_SD_SIMP_02

Material Information (EhP5)

 

This feature provides a start screen to call either the Enhanced Material Search or the Material View without having the need to start a sales order. It is ideal for users who want to get consolidated information about a material/article for pure information purposes. Just call the transaction MATERIAL_INFO. Prerequisites are of course the proper implementation of the Enhanced Material Search and the Material View (see above).

Requires ERP 6.0 Enhancement Package 5 with implemented Material View and Enhanced Material Search.

Find more information here:
– BlogSales Order Enhancement Series: Material Info
– transaction code MATERIAL_INFO
– Activated via business functions
         – EhP5:
                    – LOG_MM_CI_3: for MM implementation
                    – LOG_SD_CI_02: for SD implementaton
                    – ISR_RETAIL_ENH_MAT_SEARCH (for SAP Retail;
                      activates the MM and SD business functions above)
– OSS Component: LO-GEN-EMF

Advanced Returns Management (EhP4+6)

 

Learn how the high-performance features of the Advanced Returns Management solution of the SAP ERP application help businesses accommodate demanding customer expectations for straightforward returns policies. With greater efficiency in the returns process, companies save costs while providing transparency for their customers.

Implementation about 2-3 weeks due to complexity.

Find more information here:
– Customer Returns in English and German
– Supplier Returns in English and German
SAP Online Documentation
– OSS Component LO-ARM
– Activated via business function OPS_ADVRETURNS_1

Additional ERP SD Enhancements

are found in the ERP-EHP section of the SAP Service Marketplace.

Best regards,

Dr. Ingo Woesner
Product Management – Multi Channel
SAP AG

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43 Comments

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  1. Gregor Wolf
    Hi Ingo,

    thank you for pointing out the enhancements in the Sales Order transaction. I’m especially interested if the Simplified Pricing Maintenance is also available for Quotations?

    Best regards
    Gregor

    (0) 
    1. Ingo Woesner Post author
      Hi Gregor,

      a while ago you showed interest in the new Simplified Price Maintenance feature introduced with SAP ERP 6.0 Enhancement Package 4.

      I have now compiled an own BPX article about it, that also contains its easy configuration. Check Sales Order Enhancement Series: Overview for more information.

      Enjoy and best regards,

      Ingo Woesner
      Solution Management Wholesale Distribution
      SAP AG

      (0) 
  2. Nakka Kiran
    Dear Ingo,

    We wanted to use the lean sales order entry process as outlined in the new featurs in latest enhancement packs.

    Can you advice us how to implement that? we are not using enterprise portal but are looking to use the Netweaver business client.

    Thanks,
    Chandan

    (0) 
    1. Ingo Woesner Post author
      Hi Chandan,

      I’m not sure what you mean by “lean sales order entry process”. I’m the responsible solution manager of the Enhanced Material Search, which is SAPGui based and does not require an Enterprise Portal.

      As this seems to be a question, which is not relevant for this particular blog, please respond to my email address ingo.woesner@sap.com

      Thank you,
      Ingo

      (0) 
  3. Rajasekar Kandhipati
    I had a quick look at presentation one slide on simplified Price maintenance, is this presentation slide is implemented in Ehp4 .  We have implemented Ehp4 and we have activated predefied price elements and activated the price maintenance but we don’t see the Fast entry tab on item overview and we are unable to see more then one condition type on item overview.

    Regards
    Raj Kandhipati
    Ingram Micro Inc

    (0) 
    1. Ingo Woesner Post author
      Hi Raj,

      Oh I’m sorry – the screenshot in the 1-pager is wrong and very misleading. It was taken from a customer specific implementation and does not represent standard capabilities. In standard there is no fast entry tab.

      I will correct the 1-pager asap.

      Encouraged by your message I have now compiled an own BPX article about the Simplified Price Maintenance, which is available here: Sales Order Enhancement Series: Overview

      All the best,
      Ingo

      (0) 
    1. Ingo Woesner Post author
      Hi Kevin,

      I have asked this question to my colleague Markus Muether, who is in charge for the Advanced Returns Management solution, but he is very busy and cannot provide articles before end of Q1/2010, maybe later.

      However, he has some other (non-blog) information he can share. Could you please send him an email (markus.muether@sap.com) for it?

      Best regards,
      Ingo

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  4. ROHIT ZALANI
    Hi,
    We are implementing advanced returns at our client site. However, we need guidance on a particular scenario. The scenario is when a customer wants to make a return for an overage. The current design for advanced returns expects a credit memo to be created after inspection has been carried out. However, in case of an overage, the material would be returned and inspected, but no credit memo is to be issued to the customer. How do we close the returns document without creation of a credit memo?

    Appreciate your inputs.

    Thanks and regards

    Rohit Zalani

    (0) 
    1. Ingo Woesner Post author
      Hi Rohit,

      indeed you have identified a scenario in which a credit memo for the customer is not required (there are also some others). However, in the business logic of Advanced Returns Management the credit memo (or the credit memo request) is obligatory (one exception is described below).

      This means that you either have to create a credit memo with value zero in a scenario in which the material is already received when you create the returns order (checkbox ‘Material Received” selected) or – in case of the Advanced Notice scenario with returns delivery and subsequent inspection in warehouse – you have to create a credit memo request in the Customer Refund Determination transaction for which you set (on item level) a suitable rejection reason reflecting the excess dispatch. Setting a rejection reason is identical to “Customer does not get a refund”.

      Exception: In the so called ‘Unplanned Returns’ scenario in which the customer sends a material to your company without informing you upfront it might happen that you want to send back the material to the customer as he was not authorized to return the material (vaccines in pharmaceutical wholesale is an example). In this case you create a returns order with ‘Material Received’ and the follow-up activity 0021 ‘Send Back to Customer’. And then you can specify for refund control the value N ‘No Refund’.

      Regards,
      Markus Muether

      (0) 
      1. ROHIT ZALANI
        Hi,

        Is there a way that the transaction MSR_CRD be scheduled in the background ? We would like credit memo requests to be created automatically via a batch job based as soon as the inspection sheet has been completed for the advanced return order.

        Also, is there a way that we can restrict automatic creation of the delivery document when a return order is created with advanced returns? We would like the delivery to be created only when the actual goods are received from the customer.

        Please advise.

        (0) 
    2. Community User
      Dear all,

      I have one issue and one questions regarding the ARM.

      ISSUE:
      I experience during creation of a return the message “MSR_INSP_MESSAGES017” any help would be appreciated.

      QUESTION:
      I heard that if I receive a return I could do a adjustment charge if previously earned discounts(due to quantities) are below the target.
      Any idea which price finding mechanism (D?) needs to be used?

      Kind regards

      Michael Stadthaus

      (0) 
  5. Amit Kumar Singh
    Hi Ingo,

    We are using EMS sucessfully to get the materials based on customer specific input.

    The issue is after I get the result after I want to add the material to Order, I have a button to add the selected material to order but while adding it item data of the order I want to move the value of Old Material Number field i.e BISMT (In the output structure) to Material entered field i.e. MATWA in line item data.

    Kindly guide me on how to achieve the functionality. Is there any BADI to do it?

    Please guide!

    Thanks & Regards,
    Amit Kumar Singh

    (0) 
    1. Ingo Woesner Post author
      Hi Amit,

      This is the first time I hear this requirement. Unfortunately there is no BAdI for this. You have to do a modification.

      Best regards,
      Ingo

      (0) 
      1. Ingo Woesner Post author
        Hi Amit,

        I think now I first misunderstood your requirement. You would like to populate the old material number BISMT into the “Material entered” field of the sales order tab “sales A”.

        This function is outside the Enhanced Material Search function module, but inside the Sales Order. I will try to find and ask a developer of this area. In the meantime maybe you could also investigate in this direction whether there is a BAdI for this.

        Best regards,
        Ingo

        (0) 
  6. Andreas Schindler
    Hello Ingo,

    First of all great blog and fantastic information provided through the info kits. Unfortunately I am not able to download the Enhanced Material Search with Creation for EhP5 (your other download link has already expired) nor the ARM EhP4 complete kit. I think there is some sort of timeout for the connection from your end. Do you see any other option that I might be able to get my hand/eyes on those documents. Your help would be very much appreciated.

    Kind regards,
    Andreas

    (0) 
      1. Ruben Vargas
        Ingo,
        I fully agree with Andreas, this blog is excellent.
        In regards to downloading info kits I have problems with Advance Returns Mgmt EhP4 – complete kit. Downloading from the link in the blog stops after 25% and the link mentioned above has expired.

        Your help is greatly appreciated.
        Best regards,
        Ruben

        (0) 
          1. Silvant MONTET

            Hello Ingo,

            Thanks a lot for this excellent, blog.

            This is my turn to ask you that I couldn’t Download the Infokit thru the link.

            This link is not avalaible. Could you please update it ?

            Thanks

            Regards,

            Silvant

            (0) 
  7. Harald Maubach

    Hi Ingo,

    we extensivly use NWBC 4.0 with lean-order-management in our “Pilot”.

    In our Backend ECC 6.0 EHP6, Rel. 7.1 SP6 (TREX and SES connected)

    following extensions are customized and available:

    -enhanced material search with creation

    -material view

    -full text customer search

    Now we want to use them  in NWBC 4.0 with lean-order management too,

    – enhanced material search with creation

      => search is working, but no creation, change is possible

    – material view

    => no integration found

    – search of customer

    =>  searchfield ist there, search works fine, list is not shown

    Now to my questions:

    – which extensions with which particular scope  is available in NWBC-LeanOrder

    – are there specific infos/experiences already available

    Thx in advance for your time…

    Harald

    (0) 
    1. Ingo Woesner Post author

      Hi Harald,

      thank you for your message. I am always happy when customers use all my babies at one!

      The three features have been developed for a SAPGUI UI at a time where Webdynpro compatibility wasn’t important. Therefore only parts of the Enhanced Material Search are webdynpro compliant, like the material search, but not the catalog search and the material creation. There is no way to change that except a complete new development, which is unrealistic. I am not sure if the material view is not compliant with webdynpro; at least it is not included in the lean order management (LORD) solution. Maybe you can implement it on project basis. 

      I since moved on into a different area, but will ask an SD colleague to answer the questions.

      Best regards,

      Ingo

      (0) 
  8. Harald Maubach

    thx for your fast reply

    That would be creat if someone of the SD-team could provide us with infos regarding the NWBC-integration of that great “stuff” 🙂 ..

    ,Harald

    (0) 
      1. C Reddy

        Hi Ingo,

        We have activated Business function LOG_SD_CI_02 for Material view. but we are not able to get data in ‘List price overview and  Scale prices’ under Sales Prices Tab.   Could you please help me what could be the reason. Thanks in Advance.

        (0) 
        1. Ingo Woesner Post author

          Hi C,

          this sounds like you didn’t configure the Predefined Price Elements in customizing, or the pricing procedure list required calculate the prices of your test case is incomplete.

          The configuration steps are described in the config guide, which is contained in the Material View – Info kit, chapter 3.2.

          Best regards,

          Ingo

          (0) 
          1. C Reddy

            Hello Ingo,

            I have configured the required steps as shown in Config guide.  like Pricing proce. Price elements and condition type. but we are not able to get the data for   Valid from, valid to , condition rate, currency, Unit, Uom, and scales under LIST PRICE OVERVIEW TAB.  Scale qty, UoM and currency under SCALE PRICE TAB.     Could you please suggest me.

            Regards,

            Reddy

            (0) 
            1. Ingo Woesner Post author

              Hi C,

              This was my suggestion actually….

              Can you make sure you also created a “global entry” only with the condition type but without a pricing procedure, as shown in the first line of screenshot in the config
              guide?

               

              If this doesn’t help please create an OSS ticket on component LO-GEN-EMFand
              let me know what the reason was (or give me the OSS ticket #)

              Best regards,

              Ingo

              (0) 
              1. C Reddy

                Hello Ingo,

                Thanks for the help, and I raised an OSS ticket, waiting for reply. and could you please suggest me, is there any other Business functions apart from Sales order enhancement series?

                Regards,

                C Reddy

                (0) 
    1. Ingo Woesner Post author

      Hi Raj,

      the full text search is global without any restricting parameters. In case you want to restrict it to Sales area you have to enhance the standard functionality on project basis.

      Best regards,

      Ingo

      (0) 

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