User Experience Insights
Journey of Managing Sales Orders in SAP Fiori: #5 Extensibility and Custom Fields
The new SAP Fiori application Create Sales Orders makes it easy for key users to create and edit custom fields. The extensibility capabilities ensure business demands are met in a modification-free and upgrade-safe way.
Different users and business contexts require different document layouts or application functionality. To address these specific needs, key users can enhance predelivered applications with the extensibility apps by creating custom fields, data source extensions, and BAdI implementations. The extensibility concept guarantees lifecycle-stable software products as extensions in the SAP S/4HANA core are upgrade-proof: The software is not being modified but enhanced.
After having learned about adapting the UI and placing new fields in the previous blog, we now focus on how to enhance the Create Sales Order application with the help of extensibility apps. In the video below, you’re going to see Julia, a key user, creating and publishing two new fields: a header field for customer ratings and an indicator on item level for products that are on sale.
Example 1: Adding customer rating field
In the extensibility section, navigate to the app Custom Fields to add and edit fields.
In Field Properties, the business context, label, tooltip, and type for the new field can be selected. Types are, for example, an amount with currency, a checkbox, code list, date, email address, number, numerical text or a phone number.
If you would like to create a customer rating field to classify orders, a code list needs to be selected. The code list then defines values and their individual description, such as Platinum, Gold, and Silver.
In the tab UI and Reports, you can select the apps in which the new field should be enabled.
Once the fields are set up and published, the field customer rating will automatically be pre-populated based on customer sales performance data.
Example 2: Adding on sale indicator
Another custom field to be added to the Create Sale Orders app could be an on sale indicator: a checkbox that indicates when a product is on sale.
After filling out the field properties, also the app and pricing communication on item level need to be enabled.
Once the field has been published, the indicator can easily be selected by marking the checkbox when creating a sales order for an item that is on sale. In doing so, the appropriate discount is automatically determined and applied to the sales order item.
Read more about the user experience and features of the new Create Sales Orders app and SAP Fiori in the overview blog of this series. Stay tuned for more!
Further information
- Journey of Managing Sales Orders in SAP Fiori: #1 Overview
- Journey of Managing Sales Orders in SAP Fiori: #2 Item Creation
- Journey of Managing Sales Orders in SAP Fiori: #3 Item Details
- Journey of Managing Sales Orders in SAP Fiori: #4 Key User Adaptation
- Journey of Managing Sales Orders in SAP Fiori: #6 Flexible Approval Workflow
- SAP Fiori product page
- SAP Fiori elements on the SAP Community
- Documentation for Create Sales Orders (S/4HANA2011 Cloud edition)
- Videos for Sales Order Management and Processing
Hello Saskia Guckenburg ,
Do you know when this fiori apps will be available on S/4HANA on premise version ?
Kind regards,
Patrice
Dear Patrice,
We are working on the topic to deliver the app in S/HANA On-Prem 2021 version.
This is current state of planning.
Best regards,
Gururaj Raman
Thanks for your reply.
what about concurrency with quotes/sales orders management using SAP Service/CM WebUI apps ?
Is there any recommendations on when to use what ?
Dear Patrice,
It is still possible to create sales order through VA01 (or the Webgui version which is offered through the Fiori launchpad). There are still topics like billing plan, output control which are not yet covered in the Fiori application.
We are working on the topics to enhance the functional scope.
Incase the offered scope in Fiori application meets your requirements, you could use the Fiori application as this comes with better user experience.
Best regards,
Gururaj Raman
Hi ,
Is there any provision to make newly added fields mandatory ?
Where we would write the logic for the calculation of the discount(in above eg) ?
Regards,
Sanket
Dear Sanket,
Please find information in the following blogs/ docu related to extensibility in the context of pricing in sales documents ( this works for sales order the same way).
Extensibility for Manage Prices – Sales | SAP Blogs
Custom Fields: Sales Document - SAP Help Portal
Currently is not yet supported with mandatory symbol on extension field in the UI. We have this in our roadmap and would be offered in the next releases.
To achieve mandatory check you could implement the badi
https://help.sap.com/viewer/a376cd9ea00d476b96f18dea1247e6a5/2105.500/en-US/66a2f4107e754be68a458408eb332d91.html
Sales Document Check Before Save
Hope this helps!
Best regards,
Gururaj Raman
@saskia.guckenburg - Please elaborate on the association with sales performance data. I do not understand how this is achieved. It looks too easy. 🙂
Best regards,
Morne
Hi Morne,
The sales performance data is fetched using association (built using CDS). This is one of the unique selling proposition of S/4HANA capabilities (Embedded Analytics).
For this demo we have used the Cloud BAdI Sales Header Modification to default the Customer Rating based on the associated Custom Business Object representing customers and their rating.
You can find more information about Cloud BAdIs in S/4HANA Cloud Sales in the following blog:
https://blogs.sap.com/2021/07/25/key-user-extensibility-in-sap-s4hana-cloud-sales/
Best regards,
Christian
That's fantastic thanks Christian - This stretches my horizons a lot further. I have implemented a solution for S/4HANA CE client with key user extensibility, but never considered leveraging the embedded analytics. I'll search the community/SAP resources for more examples. I'll ask for more help on your blog post If I don't find anything soon.
Best regards, Morne