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SAP S/4HANA Order Management Guide

Overview

This guide helps you create a sales order, freight order, outbound delivery, and invoice in SAP so that you can implement the Salesforce OMS to ERP Integration use case.

Before You Begin

Submit a ticket on SAP for Me to request activation of the following scope items in your Central Business Configuration (CBC) provisioned S/4HANA Cloud Essentials tenant:

  • Manual Transportation Planning (6W2)

  • Transportation Execution (6W3)

  • Freight Settlement (6W4)

For more information about how to complete the ticket, see the Scope item activation request for CBC provisioned S/4HANA Cloud Essentials tenant knowledge base article on the SAP support site.

Generated SAP Documents

Completing the steps in this guide generates the following documents:

  • Sales Order

    A contractual agreement between a sales organization and a sold-to party to deliver products or provide a service at a set price, quantity, and time.

  • Freight Order

    The order that a carrier or shipper plans to execute, containing the logistical processing plan, vehicle departure times, and order execution data.

  • Outbound Delivery Order

    Contains the data that is required to trigger and monitor the outbound delivery process.

  • Billing Document

    The invoice that is created for an outbound delivery and requests payment from the customer who placed the order.

Create a Sales Order

Follow these steps to create a sales order in SAP:

  1. Search for the Create Sales Order - VA01 app.

  2. Enter OR in the Order Type field.

  3. Press Enter.

  4. Enter the customer identification number in the Sold-to Party field.

  5. Enter the customer identification number in the Ship-to Party field.

  6. Click the Display header details icon (3%) and verify that the Shp. Cond on the Shipping tab is set to TM - Int. Planning, which enables SAP to create a freight unit automatically. The freight unit is used when the freight order is created.

  7. Enter the product identification number that you are including in the sales order in the Material column of the All Items section.

  8. Enter a value in the Order Quantity field.

  9. Press Enter.

  10. Click Save.

Copy the sales order ID, which you’ll need in the next steps.

Create a Freight Order

Follow these steps to create a freight order in SAP:

  1. Search for the Transportation Cockpit app.

  2. Select ERP Document and paste the sales order ID into the Freight Unit Stages field.

  3. Enter an asterisk in the Vehicle Types field.

  4. Click Continue.

  5. Select the freight unit of the sales order in the Freight Unit column.

  6. Select the truck type in the Trucks field.

  7. Click Create Road Freight Order in the Freight Unit Stages field and then click Save to create the freight order.

  8. Click the freight order number to open the order details and then complete the Vehicle Type, Carrier, Purchasing Organization, and Purchasing Group fields.

  9. Enter an amount in the Base FTL - Flat Rate field on the Charges tab and then click Save.

  10. Select Send to Carrier from the Subcontracting dropdown on the Statuses tab.

  11. Then, select Set to Confirmed by Carrier from the same Subcontracting dropdown.

  12. Select Custom Fields from the All Tabs icon (3%) and complete the Tracking Number field.

  13. Click Save.

Create an Outbound Delivery

Follow these steps to create an outbound delivery in SAP:

  1. Click the Create Deliveries tab and then click the Document Flow tab.

  2. Select the box for each document that is related to the freight order.

  3. Open SAP S/4HANA in a new tab and search for the Change Outbound Delivery app.

  4. Enter the outbound delivery number from the Create Deliveries tab in the Outbound Delivery field and then press Enter.

  5. On the Picking tab, enter the same value in the Picked Qty column that’s in the Deliv. Qty column to update the status in the OvrllPickStatus and Warehouse Execution fields.

  6. Select Post Goods Issue from the Menu dropdown to trigger the Outbound Delivery API (DELIVERY_REQUEST_OUT) event.

  7. Return to the freight order and click Refresh to update the status fields on the Statuses tab.

  8. Click the Edit button.

  9. Select Set to Ready for Transportation Execution in the Execution Status dropdown to update the value in the Execution Status field to Ready for Transportation Execution.

  10. Select Set to Departed in the Execution Status (Source) dropdown in the Stages section.

Create an Invoice

Follow these steps to create an invoice in SAP:

  1. Search for the Create Billing Documents - VF01 app.

  2. Enter the outbound delivery number in the Document column of the Documents to Be Processed table and then press Enter.

  3. Click Save.

View Your Documents

Follow these steps in SAP to view the documents you created:

  1. Search for the Manage Sales Order Version 2 app and then filter by the sales order ID.

  2. Click the sales order ID in the Sales Orders table to open the order details.

  3. Click Process Flow to view the documents you created.

See Also