Mass Change of Sales Documents
Offers Sales Representatives a tool to manage different Sales Documents, with the possibility to change them massively without any development effort is welcome as off SAP S/4HANA 2020 FPS02 with SAP Fiori app “Mass Change of Sales Documents – ID F5091″
In this blog, I will share with you the minimum configuration needed to activate and leave the app ready to use. Also, a tour of its functionalities, the multiple available fields you can change, and the option to include a new field by extensibility.
Let´s start with the required configurations:
Step 1 – Activate the services as indicated in the Fiori app library in the level “Implementation Information”, please retrieve the information from this link Mass Change of Sales Documents. You can follow this link for more details, how to do it: Activating Fiori Apps Via Rapid Activation
Step 2 – It is necessary to configure the number of parallel processes it allows. Please check this with your technical team to avoid any negative impact on the daily operations.
In this step, you must define the server group to be used by the app to run the jobs. In my case “parallel_generators”, and I will allow only 5 processes in parallel.
Note that you have to include in your role assignments the role SAP_BR_INTERNAL_SALES_REP. You can see this link how to redifine business role if you need: Refining Business Roles with SAP Fiori Launchpad Content Manager
Now you are ready to use Mass Change of Sales Documents app.:
When you access the application, you must select what type of Sales Document you need to update. You can massively change fields accessing one of the following sales documents:
At the bottom of the screen, you have the status of all the jobs scheduled. Meaning, failed, In process, and completed:
And you can check the detail of each one:
Notice that you can configure the list according to your convenience by pressing the option
You can filter by Sales Document and according to your needs. Also, you can include new filters and save it as your variant.
For each sales document you can:
- Change Header Data
- Change Header Partner Data
- Remove Partner Data
- Change Item data
- Set/Remove delivery block
- Set/Remove billing block
- Update Prices
- Credit Check ( only in Sales Order )
- Release Return ( only in Customer Returns )
In my case, I need to massively update Sales orders. So, I select the option:
I want to include in my filters the “sales order Type” and only “Sales Organization” 1710.
From the list, I need to “Set Delivery Block”,
Please, follow this video:
After submitting your mass change, you can follow the status: in process, failed and completed. You can see my example in this video:
As you can see, in my case we have some Sales Order updated and some of them with errors. Additionally, by the list you can access to each document for further analysis and direct edition when needed.
Other functionalities and Tips:
- You can replace with certain value all sales documents selected. It means, all the documents will be updated with the same value you confirmed.
- Items mass change is available in this app selecting the “Sales Order Items” tab:
- You can delete staging records in the Mass Change of Sales Documents app by using the Deletion of Staging and Job Table Entries for Completed Jobs report (SD_MCC_SDOC_REQUEST_DELETION. You can find the report in transaction SE38.
- If you need to use in this app a Custom Field, you can extend the app according to your business needs by Extensibility. Please see this link for further information App Extensibility: Mass Change of Sales Documents (Key User)
- If you want the user who triggered the mass change or specific members of your sales organization to be informed when a mass change job is finished, you can configure a Situation Template. Please see this link Situation Template: Mass Change of Sales Docs: Jobs Complete
Now you can set and experience this useful application to massively change Sales Documents and Enjoy!
I hope this blog post was helpful for you. If so, click on “like” or “share”. I’m looking forward to your feedback and thoughts or clarification questions you may have in the comment section below.
Brought to you by the SAP S/4HANA RIG team.
Happy to know this. As far as I understand, this is the substitute for the Tcode MASS of the Sales transactions in a more efficient way, I will be glad to hear your comments for my understanding.
All the best!!
Yes, you have this functionality and more. you can monitoring, view the log with a list of documents and you can access to the document by clicking in the number to adjust if you need too. The interface is more friendly. Among other things.
Firstly this app is powerful app and well designed for usage with fiori.
Hello Lokesh and sorry for my delay.
The field quantity can not be change with this application. This application change for all of the sales documents selected a single and confirmed value.
The application have the option "Update Prices" .
Can we add additional fields in this app at header and item level?
Yes, you can add a new field at header or item level with the application Custom Fields and Logic Fiori app.
Thanks for the providing above information,
Question: In configuration App-Specific Settings-->Process Sales Orders-->Assign Sales Order Types, i have maintained only One order type ...why it displays Return when that is not maintained
does not show Return Orders , but when I run Mass changes of sales order app when i Click Customer Return
how can we add standard fields more options at header or at item level
will you please let us know if there is a standard way to add additional field values
Hi Anil. Thank you for your question.
The configuration point you share is to assign sales order types to the "Process Sales Orders app." to create Sales orders.
In the Fiori Library for each application there is an "Extensibility" section into the "Implementation Information" where you can find the options are able to use to extend "Mass Change of Customer Returns" .
into this section you can find guidance how to cover your specifics needs too with interactive questions
Thanks for the blog! Quick question, do you know how to control the list of subtiles that are appearing on the app main screen ? For instance if i want to add the "Sales Orders Without Charge" (F5336) and remove "Customer Returns" (F5279).
Thanks for the blog!
I'm looking for a way to automatically schedule the 'mass change' with a fixed view, cfr using a variant in a background program.
Is there a way to do this, preferably without development, but if no option, how to handle this in the best way?