Sales in SAP S/4HANA Cloud, Public Edition 2302

The price management in SAP S/4HANA Cloud, public edition helps you to calculate prices in the sales process. But sometimes, you want to restrict access to sensitive price and cost information, or you need to control the change capabilities of price elements in sales orders.

The role-based access to price elements enables you with this new release a better setup of the system to automatically control the access that different business users have to price elements. See in this blog how we continue our journey to increase key differentiators full of exciting innovations, enhancements, and features supporting your intelligent enterprise in the Sales area.

To name just a few highlights:

  • Configuring Role-Based Access to Price and Cost Details in Sales Orders
  • Maintaining Tax Records in Sales or Uploading them from Template-Based Spreadsheets
  • New Customer 360-Degree View
  • Additional Features in the Manage Customer Returns – Version 2app
  • Additional Features Manage in the Sales Contracts – Version 2 app
  • … and more.

In case you do not need all the information below and just briefly want to get an overview of the release highlights, please watch this video with the top two key innovations:

Release video: SAP S/4HANA Cloud, public edition 2302 for Sales: Top 2 key innovations.

In this blog post, I will walk you through the selected key highlights for Sales of the SAP S/4HANA Cloud, public edition 2302 release.

 

Configuring Role-Based Access to Price and Cost Details in Sales Orders

Background

In general, you use the price management functionalities to calculate prices in the sales process. From quotation to contract or order, from billing to accounting: All business documents share the same source for price information.

Sometimes, you want to restrict access to sensitive price and cost information. For example, the profit margin should stay hidden for logistics experts or only sales managers should be able to edit discounts and surcharges.

Features

With this new 2302 release, you can set up the system to automatically control the access that business users have to price elements in a sales order header or item. The feature affects price elements in the price elements area on user interfaces for sales orders. The system controls the access based on your configuration of access levels and your settings for any role that has the business catalog Sales – Sales Order Processing (SAP_SD_BC_SO_PROC_MC) assigned.

To enable role-based access to price elements, you must complete all of the following steps:

  • You must set up access levels and assign these access levels to a condition type or to a subtotal line within a pricing procedure.
  • You must grant access to selected price elements for business users in the Maintain Business Roles Here, you can define the restrictions for the Access to Price Elements restriction type.
    You can grant the following types of access to price elements in a sales order:

    • No access: No read and no write authorization
    • Display access: Read authorization only (valid also for manual price conditions)
    • Change access: Read and write authorization (includes create and delete)

Demo 1: Provide flexibility in sales order processes to restrict access to sensitive price and cost information and to control change capabilities.

As a result, the system automatically hides, displays, or shows price elements in edit mode.

For example, you set up the system to automatically hide the profit margin from the logistics experts but show them in display mode to the sales managers. In addition, the system allows only sales managers to change price elements for discounts and surcharges.

Example for Setting Up Role-Based Access

In this business example, we assume you have the following types of business users in your company, and you want to control their access to specific price elements as described below:

Logistics experts Internal sales representatives Sales managers
Display discounts and surcharges Display discounts and surcharges Change discounts and surcharges
No access to internal costs and profit margin Display internal costs and profit margin Display internal costs and profit margin

Picture 1: Business example: Different types of access to price elements for different roles

Step 1: Setting Up: Define Access Levels

Role Configuration Expert
Configuration Activity Set up the access levels in Define Access Levels for Price Elements. In this activity, you set up access levels according to the degree of sensitivity of specific price elements
Example Access Level 1000: Level 1 – Low Sensitivity
Access Level 8000: Level 8 – High Sensitivity
(the higher the value, the more sensitive is the data)

Additional Details

You can grant the following types of access to price elements in a sales order:

  • No access: No read and no write authorization
  • Display access: Read authorization only (valid also for manual price conditions)
  • Change access: Read and write authorization (includes create and delete)

Step 2: Setting Up: Define Authorizations for Different Users

Role Administrator
Activity Grant access to selected price elements for business users in Maintain Business Roles. Here, you can define the restrictions for the Access to Price Elements restriction type

Additional Details

Role-based access for sales orders can be set up for the following apps:

  • Manage Sales Orders – Version 2
  • Create Sales Orders – VA01
  • Change Sales Orders – VA02
  • Display Sales Orders – VA03
  • Manage Sales Documents with Customer-Expected Price

Step 3: Setting Up: Assign Access Levels in the Pricing Procedure

Role Configuration Expert
Configuration Activity Assign the appropriate access level to a condition type or to a subtotal line in a pricing procedure in Set Pricing Procedure.

For more information about this feature, see Role-Based Access to Price Elements.

For more information on how to set up this feature, see Setting Up Role-Based Access to Price Elements.

 

Manage Tax Rates – Sales

Background

As a tax specialist, you need to maintain the tax rate in sales, and after that, the tax rate can be consumed in pricing elements of sales documents or other business documents.

In the past, the user was only able to manually maintain tax rates for Sales in the WebGUI application: Set Tax Rates –Sales.

Features

With this new SAP Fiori app Manage Tax Rates – Sales, you can create tax rates in the form of condition records as the pricing master data in sales. When a tax is calculated in a business document, the system looks for the corresponding condition records in the master data to determine the final tax rate.

Additionally, we introduce also the capability to maintain tax rates for Sales by MS Excel upload, and you can also use this feature as a mass operation to efficiently manage multiple tax rates at one time.

Demo 2: Reduce administration costs through intuitive mass maintenance of tax master data

Within this SAP Fiori app, you can:

  • Maintain tax records and their details
  • Select a specific template for the combination of tax-relevant attributes
  • Download the template to a spreadsheet
  • Specify values in the spreadsheet for the tax record and for the tax-relevant fields and the validity dates
  • Create or change tax condition records by uploading the spreadsheet

For more information about this feature, see Manage Tax Rates – Sales

 

New Customer 360-Degree View

Background

The internal sales representative needs to understand customer requirements and issues and to have a unified view of all customer data across all touchpoints including all interactions across various sales documents. To make better-informed decisions along the customer engagement process, the internal sales representative needs a singular comprehensive view of a customer’s data. The data could include a customer’s basic contact information, their past and present purchasing history, as well as information on the interactions they had with business touchpoints that they met on their customer journey.

Features

With the new SAP Fiori Customer 360 View – Version 2 app, internal sales representative gets an easy and fast overview of customer business documents, fulfillment, sold products, and address.

Key Features

  • Display and access the most important customer-related documents, such as sales, service, and billing documents; last deliveries or fulfillment status of sales orders; sales documents in approval; and latest created or changed documents
  • Display related customer contacts information such as contact person or address
  • Display the customer’s most important sales master data

This Fiori app now provides the following functionalities:

  • When you navigate to the Customers Overview app from a specific sold-to party, the system automatically copies this specific sold-to party to the search criteria.
  • When you choose one of the sales areas for a sold-to party, the system lists all the addresses including multiple partners assigned to this specific sold-to party.
  • When you navigate to sales orders for a sold-to party and choose to create a sales order using the Manage Sales Orders – Version 2 app, the system automatically copies this specific sold-to party to the new sales order.

Remark

This app is the successor of the Customer – 360° View app. The Customer – 360° View app is deprecated and will be deleted from the SAP Fiori launchpad in a future release. We recommend that you switch to the successor app as soon as possible.

Demo 3: Increase sales force speed and efficiency with the new SAP Fiori app

Effects on Configuration

The new SAP Fiori app comes with a configuration that enables you to decide on the business object level which documents are relevant for your individual business and which time frame will be used to select the documents. This guarantees that you always see only the data which are relevant to your business.

You can now do the following:

  • Check and maintain configuration for the business documents displayed in the app, using the configuration activity Define Settings for Business Documents.
  • Check and maintain configuration for the default search period of sold products, using the configuration activity Define General Settings.

For more information about this feature, see Customer – 360° View – Version 2

 

Additional Features in the Manage Customer Returns – Version 2 app

Background

You can use customer returns as part of after-sales services in the sales process chain whenever a known customer wants to return goods for any reason. Usually, goods are sent back to one of your company’s locations, but the business process also comprises variants in which goods are returned directly to an external supplier or in which goods are inspected at the customer’s site without physical return of goods.

With the SAP Fiori app Manage Customer Returns – Version 2, you can initiate customer returns by creating return orders. You can manage customer returns. This includes displaying, editing, and determining refunds for returns orders. You can also track customer return progress by monitoring various statuses and by displaying the process flow.

Features

With the Manage Customer Returns – Version 2 app, you can now do the following:

  • In a returns order item, enter a storage location to be used in the subsequent return’s delivery.
  • Select the logistical follow-up activity “Immediately Move to Specified Stock” (0014) for the returns order items to immediately move the returned goods to the specified target stock.
  • Upload attachments.
  • Enter texts in the document header and items.
  • Track a customer return in a process flow.

Demo 4: Enable more-flexible processing of customer returns through enhancement of functionalities in the Manage Customer Returns – Version 2 app

Follow-Up Activity: Immediately Move to Specified Stock (0014)

With the Manage Customer Returns and Manage Customer Returns – Version 2 apps, you can select the logistical follow-up activity Immediately Move to Specified Stock (0014) for the returns order items to immediately move the returned goods to the specified target stock, such as stock for second-hand goods. Note that in order to select this logistical follow-up activity, you must receive the product and enter the inspection result first.

With this follow-up activity, you finish the return product’s logistical activities at once.

Note: You can directly specify the storage location on the returns order item, or the system uses the storage location determined from the configuration activity ‘Specify Storage Locations for Follow-Up Activities’.

Enter Texts on the Header and Item

We this new release, you can now enter texts on Header and Items. You have now the following features:

  • Texts can be copied automatically from the reference document or customer master data.
  • To include long-text information in the standard returns header, navigate to the section Texts and choose to Create.
  • The Language will be derived and proposed automatically from the sold-to party.
  • A scroll bar will be enabled automatically if required.
  • Navigation to a text detail page is possible.

Display Process Flow

With this new release, you can also track the progress of a customer return by using the process flow. The process flow provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of a returns order and the subsequent documents. You can also navigate to each document for details from the process flow directly.

The key features here are:

  • Only after a standard returns order has been saved, the section Process Flow will be displayed.
  • A process flow gives an overview of preceding and subsequent documents related to the standard returns order.
  • Depending on the authorization of the user, it is possible to navigate to the related apps.

 

Additional Features Manage in the Sales Contracts – Version 2 app

Business Background

You can use sales contract management as part of the sales process chain, which spans from quote to shipment and from billing to booking revenue.

Sales contracts represent long-term agreements with customers about goods or services. They define when specific goods are to be sold or specific services are to be provided, and under which conditions. Sales contracts are valid for a certain time period. When the validity ends, they can be renewed.

Features

Manage Sales Contracts – Version 2 is a new Fiori application provided in SAP S/4HANA Cloud, public edition 2208, it’s developed based on new RAP (Restful ABAP Programming) implementation, and a new SAPUI5-based pure User-Interface is provided.

With this SAP S/4HANA Cloud, public edition 2302, you can now process more business with the new Manage Sales Contracts– Version 2 app:

Billing Plan

You can create billing plan information with the new item category when you want to enable the Down Payment for a quantity contract.

The key features are:

  • The Billing Plan is activated by changing the item category of sales contracts:
  • The item category CKMN is pre-defined for triggering the billing plan
  • For removing the billing plan, you can switch the item category to normal KMN.
  • To create the down payment request, you can remove the billing block to ensure that further steps can be processed.
  • You also can set the billing block for business reasons; the system will allow you to choose one billing block reason code.
  • After the billing plan is maintained, the system will automatically update the down payment status both on the header and item based on the payment.
  • The down payment status on the header is aggregated from all the down payment statuses of items.

Picture 2: Remove the billing block to ensure the further steps can be processed

Value Contract

Besides the target quantity, you also can maintain the target amount of customer demand, that is, value contract.

The key features are:

  • The value contract can be triggered when you’re selecting the contract type ‘VC01’ in the popup screen
  • The system will only allow you to input the target value on the item when selecting the value contract type.
  • The system will only allow you to input the target quantity on the item when selecting the quantity contract type

Picture 3: The target value is displayed on the object page of the item

Contract Fulfillment Rate

When subsequent sales orders are created, you can display the contract fulfillment rate on the sales contract item object page.

The key features are:

  • The fulfillment rate is monitoring the consumption of quantity or value contracts by creating subsequent sales orders.
  • The fulfillment rate is defined on sales contract items, as sales orders are created referring to the particular contract items.
  • The fulfillment rate is displayed in 5 digital decimals.

Picture 4: Display the Fulfillment Rate on the header.

For more information about this feature, see Manage Sales Contracts – Version 2

 

Import Sales Contracts

With this new release, you as an internal sales representative can create sales contracts from an XLSX spreadsheet file. file. We recommend that you download a standard template before an import. This template provides a list of fields that are either required or optional for importing sales contracts.

Additional Details

You can access the Import Sales Contracts app from the sales contract card in the Import Sales Documents app. For easier future access, we recommend that you save the Import Sales Contracts app as a tile after opening it for the first time.

As a key user, you can extend the Import Sales Contracts app according to your business needs.

Picture 5: Create sales contracts by uploading spreadsheets with the required data using the SAP Fiori app Import Sales Contracts.

For more information about this feature, see Import Sales Contracts

 

SAP Fiori Update

Horizon is making its way into further cloud products and S/4HANA Cloud 2302 brings along many UX improvements (auto-generated spaces and pages, reducing administration efforts here to almost zero, plus some cool new enhancements to the new My Home page, collaboration, and user assistance). This post shows many examples, and also explains our entry point strategy based on SAP Build Work Zone, SAP Start, and SAP Mobile Start, as well as some mobile UX and UI technology updates.

For more information, see the following blog post from Thomas Reiss:

SAP Fiori Update: More Products with Horizon, Entry Point strategy, UX news for SAP S/4HANA and More

 

Watch the Replays of Our SAP S/4HANA Cloud, Public Edition 2302 Early Release Series!

We’ve hosted a series of compelling live sessions from the heart of the SAP S/4HANA Engineering organization. Missed the live sessions? Watch our replays on demand!

Among the replays, you can find a 45-minute replay, a presentation, and demos for product compliance as part of the SAP S/4HANA Cloud, public edition 2302 release as well as 19 other sessions on diverse topics like manufacturing, finance, two-tier ERP, SAP User Experience, developer extensibility, and many more. For more information on the SAP S/4HANA Cloud, Public Edition Early Release Series, and how to sign up for it, see this link.

 

Thanks for reading this blog post. Stay tuned!

  • ‘Highlights of the SAP S/4HANA Cloud, Public Edition 2302 Release’ blog post here
  • SAP S/4HANA Cloud, public edition release info here
  • The Link Collection for Sales here
  • Latest SAP S/4HANA Cloud, public edition release blog posts here and previous release highlights here
  • Product videos on our SAP S/4HANA Cloud, Public Edition, and SAP S/4HANA YouTube playlist
  • SAP S/4HANA PSCC Digital Enablement Wheel here
  • Early Release Webinar Series here
  • Inside SAP S/4HANA Podcast here
  • openSAP Microlearnings for SAP S/4HANA here
  • Best practices for SAP S/4HANA Cloud, public edition here
  • SAP S/4HANA Cloud, Public Edition Community: here
  • Feature Scope Description here
  • What’s New here
  • Help Portal Product Page here

Follow us via @SAP and #S4HANA, or myself via @VoglerChrist and LinkedIn

Original Article:
https://blogs.sap.com/2023/02/06/sales-in-sap-s-4hana-cloud-public-edition-2302/

ASK SAP EXPERTS ONLINE
Related blogs

LEAVE A REPLY

Please enter your comment!
Please enter your name here