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SAP CRM 7.0 creating an ERP quote and sales order with CRM Web UI

Did you know that in SAP CRM 7.0, a front-office user like a sales rep can create ERP quotes, ERP sales orders and ERP quantity contracts directly in the CRM WebClient UI –  monitoring the full sales cycle from lead to cash from CRM?   


The CRM WebClient UI for ERP Sales Transactions is designed for customer facing, front-office users rather than back-office power users.  

The primary steps of these key transactional business processes are available in the CRM WebClient User Interface where the screens are simplified and follow terminology aligned with the SAP CRM solution. The ERP transactions can be rolled out to thousands of front office users to handle standard cases, such as: self service, order status check, order entry. 

 Note: Sophisticated, non-standard cases will continue to require use of SAP GUI ERP.  And  ERP 6.0 EhP4 is required to take advantage of these new capabilities.   


Business processes can be configured across CRM and ERP systems in a flexible way from an opportunity, you can configure which follow-up transactions in ERP can take place and which type shall be used. The document flow links the two documents across CRM and ERP in this scenario.

You can track ERP Quotation and Sales Order information from the CRM Opportunity and, inversely, you can track CRM Opportunity information from ERP Quotations and Sales Orders.  


To ensure order accuracy while improving average deal sizes, value add CRM Sales Tools are integrated in the ERP quote and sales order business flow:

·       product proposals

·       cross-selling

·       up-selling

·       campaign-based product suggestions


CRM listings and ERP historical orders are all available as product selection mechanisms to increase deal sizes. Additionally, the CRM Catalog allows sales reps to search and browse for products and select them in the ERP Quotation and ERP Sales Order. 

 Configured products are supported and require IPC installation.  


Extensibility is supported with customer fields in ERP sales transactions (header and item level) and BADIs (without pop-ups).

Last but not least, you can configure the new ERP transaction screens in CRM Web UI with the CRM UI configuration tool.


  The SAP CRM 7.0 release, provides a new set of capabilities that enable SAP CRM and ERP customers to better leverage value add CRM capabilities with existing investments for optimized end-end processes.

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      Author's profile photo Harshit Kumar
      Harshit Kumar
      Hi Veronique,

      This would certainly be a milestone for SAP CRM. now that you can create ERP Sales Order on Web UI.


      Author's profile photo j raj
      j raj
      I need to maintain User Status (custom field)in Quotation item level in crm 7.0 webui.I need to provide ddlb for that field, with the values from ERP.
      There is no standard field for user status in item level.

      I can do it using AET, but my problem is if select an option from DDLB, it has to reflect in ERP.
      please provide me the solution.


      Author's profile photo Former Member
      Former Member
      Hi Veronique,

      I am not able to visualize how is this different from a transaction launcher within CRM WebUI ?

      Author's profile photo Former Member
      Former Member
      Hi Robin,

      The 2 transactions (CRM opportunity and ERP quote for instance) will be processed with the same UI (CRM Web UI). The document flow will be updated in both systems (CRM and ERP). The transaction launcher isnot able to achieve this type of this thing. The process (business and systems) is more fluid from user point of view. You can check in the CRM video corner (under Solution/CRM in BPX), select the 7.0 ones and watch one called from opportunity to quote. You will get one recorded example. I 'll be interested by your feedback.

      Author's profile photo Praveen Rangineni
      Praveen Rangineni
      How is ERP sales order is different from CRM sales order, when it is displayed using Web UI?
      Does this mean that we do not need to worry about document replication anymore? and no more middleware settings needed for sales order replication?
      Author's profile photo Former Member
      Former Member
      is it then also possible to display the document flow of e.g. ERP orders in CRM without replicating the orders from ERP to CRM?
      e.g. is it possible to show the last 10 ERP orders if the according documents are only available in the ERP?
      Thanks and best regards


      Author's profile photo Former Member
      Former Member
      Hello Thorsten,

      In this scenario there is no quote or sales order replication with middleware. In the CRM Web UI, you can process ERP Quote or Sales Order directly or as follow-up document of a CRM Opportunity. You can search for ERP Quotes, ERP Sales orders and Quantity contracts directly in ERP (more than the last 10 transactions)with the CRM Web UI.
      You can better visualize the process flow in the video area for CRM 7.0 in the BPX Community. One video is called from opportunity to quote ; another video is called browsing lead to cash.
      Best regards. Veronique

      Author's profile photo Former Member
      Former Member

      Creating the ERP sales order from CRM is an excellent functionality so I can get benefit from some scenarios that are not available in CRM like Consignment scenario, but this orders must be available in the customer interaction history so I can trace, display, and change it
      I am not sure about if the ERP order will be available in the Customer history in CRM or not
      I hope someone confirms if it is available or not

      Jacopo Francoise

      Author's profile photo Former Member
      Former Member
      Hi Veronique,

      first of all, very helpful weblog.

      I've a question. Could you please give me additional details on the possible points of intervention (BAdIs/Classes/Methods)where to place code in order to change the data of the sold to party?

      I'm trying to use the methods related to class CL_CRM_INTLAY_LORD2_ERPIL in order to manage changes in the name/surname/address of the BP in the ERP Sales Order that I create as a follow up from an opportunity from SAP CRM.

      In SAP CRM System, I've created a BP with
      ID = OCCAS
      Name = Name_CRM
      Surname = Surname_CRM

      In SAP ECC System, I've created a BP with
      ID = OCCAS
      Name = Name_ECC
      Surname = Surname_ECC

      When I create an ERP Sales Order, the requirement is to substitute Name_ECC with Name_CRM; Surname_ECC with Surname_CRM.

      As far as I've seen, the most important methods which sends data into ERP should be the following:

      but I haven't been able to find the right place where to put the code.

      Do you know how to achieve this result?

      Thanks in advance,
      Andrea Ricci

      Author's profile photo Former Member
      Former Member
      Hi Veronique,

      Is it possible to visualize (and hyperlink) ERP quotations and ERP sales orders in the interaction history in your account?
      Best regards,

      Yasmine Marchal

      Author's profile photo Former Member
      Former Member
      hi Yasmine,

      In account management, there are 3 new assignment blocks available in CRM Web UI with CRM 7.0 EhP1: ERP Quotes, ERP Sales Orders, ERP Contracts. The ERP transactions are not in the interaction history.

      Véronique Machicote

      Author's profile photo Former Member
      Former Member
      Thanks a lot veronique for the information!
      Author's profile photo Sharon Betzalel
      Sharon Betzalel
      1. Is the ERP transaction in CRM UI support the following processes?
      A. Consignment scenario
      B. Order of invoice cancelation

      2. If we are using the CRM Transactions (CRM UI) ,  those scenarios are supported?


      Author's profile photo Former Member
      Former Member
      Is this feature supported? If so where can I find the steps for set up. Thank you.