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Author's profile photo Jinjing Xie

The Link Collection for Create Sales Orders – Automatic Extraction

In this blog post, you can find the latest collection of new capabilities in Create Sales Orders – Automatic Extraction.

By leverage intelligent technologies, this solution tries to automate sales order creation process from unstructured data, like PDF or Pictures. And this solution is released both on SAP S/4HANA Cloud and SAP S/4HANA on Promise.

Solution%20Process%20Flow

Solution Process Flow

 

You can find more updated detail in below blog collection:

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      8 Comments
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      Author's profile photo Pham Minh Thien
      Pham Minh Thien

      Hello Xie,

      Great blog!

      We have 2 concerns that may need your help to clarify:

      1. How does the app determine the schema for DOX service? And how can we use multiple templates (ie. purchase order) for uploading?
      2. Can you help to share the configuration steps for SAP S/4HANA OP? S/4HANA OP does not have a communication channel if I am not wrong.

       

      Thank you.

      Author's profile photo Jinjing Xie
      Jinjing Xie
      Blog Post Author

      Hi Pham Minh

      I try to answer your question base on my knowledge.

      1. Currently we are using fixed schema when you are uploading purchase order PDF via the app Create Sales Orders – Automatic Extraction. which means the extraction fields are fixed (cannot be configured for now), but actually we already define the most scope of the extraction info which model can predicted now. I am curious about your requirements about mutiple templates, maybe you can introduce more about it, we can have a look.
      2. We are working on the configuration step blog for SAP S/4HANA OP, it will be published very soon. Now you can also check the set-up instruction in SAP Best Practices Explorer

      But I'd like to ask your SAP S/4HANA OP edition include the SP version, since there are difference set-up steps needed for different OP SP version (that's also the reason we want to deliver a blog to clarify these differences)

      Sorry for the inconvenience now, and many thanks for your interests about this solution, I will try my best to give support, so any questions just let me know.

       

      BR

      Clover

      Author's profile photo Pham Minh Thien
      Pham Minh Thien

      Hi Clover,

      Thanks for the quick feedback.

      I provide the clarifications below:

      1. We have customers with different purchase order form templates, and we would like to run the scenario for all the possible templates (fields in the form will not have the same x,y coordinates as extraction set up in BTP DOX).
      2. I can check the setup guide for OP version. I think it will work. We are on SAP S/4HANA 2021 and running on top of the SAP HANA Database.

      And the main concern is only for handling multiple purchase order templates for customers. If it already covers in the app, maybe our set-up is incorrect. It would be helpful if you could advise.

      Best regards,

      Thien

      Author's profile photo Jinjing Xie
      Jinjing Xie
      Blog Post Author

      Hi Thien

      1 Our solution is base on a global pre-trained Machine Learning model which already be trained with a lot of purchase order templates and the model can handle with un-seen(not in training data) templates.  the difference x,y coordinates of your purchase order template should not be a problem since we relay on a ML model, you can try to upload your templates, if the accuracy is not satisfying, we still have many additional features to help to automatic the process, feel free to contact me or SAP , if you have any feedbacks during your testing.

      2 You can check the set-up guide and set up your system, if the set up is done successfully, you should be able to upload purchase order pdf or picture file in this Fiori app, we will try to convert the extraction info and store it to Sales Order Request which can be treat like a draft document of sales order, if you meet issue during the file uploading, it may casued by the set up not completed or correct, you can give then give me more clues like the error messages and system behavior, I will try to help analysis.

       

      BR

      Clover

      Author's profile photo Jinjing Xie
      Jinjing Xie
      Blog Post Author

      Hi Thien,

      Just want to reminder that the set up blog for OP edition is also published you can check via Create Sales Orders – Automatic Extraction (II): Step-by-Step Setup Guide for SAP S/4HANA (OP/PCE) | SAP Blogs

      Author's profile photo Heino Sagmeister
      Heino Sagmeister

      Hello Xie,

      Thx 4 that great blog!

      That's an excellent new feature. Unfortunately, I couldn't find any indication in the various documentation whether it's possible to create customer orders with variant-configured material and extract the VC characteristics from the PDF.

       

      Best regards,

      Heino

      Author's profile photo Jinjing Xie
      Jinjing Xie
      Blog Post Author

      Hi Heino

       

      What the solution did is using ML the extracted necessary info from your file, like material, noramlly in purchase order, it will mention the material name e.g "Apple Jucie 1000ml" and matieral number e.g "AJ0001"

      The solution will try to search from material master data in your system with "Apple Jucie 1000ml" and "AJ0001" and try to find the related material number in S/4 and enter in Sales Order.

      We also allow your to write your custom detemination logic you can check below blog for detail

      Create Sales Orders – Automatic Extraction (IV): Custom Proposal for Sales Order Request Fields (Using BAdI)

      Since I am not familiar about the variant-configured material, could you help to give me more detail about your requirements.

       

      BR

      Clover

      Author's profile photo Heino Sagmeister
      Heino Sagmeister

      Hi Clover

      Thank you for your prompt response. To stay with your example, my requirements are that the  "Apple Juice 1000ml" is a VC material that can be ordered in either "standard" or "organic" quality. The desired quality is indicated on the PDF order and will be automatically selected when transferring to the customer order.

       

      BR

      Heino