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!
- 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