Can You Upload a Sales Order in Sap B1 via Excel

With the Release 2021, there are at present exciting new features offered in the Sales area. In this web log mail I will give you a quick preview of some of these topics.

Fiori App for guild entry

Long anticipated and now available in the beginning version, a streamlined Fiori App for order entry. The VA01 transaction of course remains the standard for central users who demand all of the detailed data and functions. Just for more basic entry requirements, the simpler and intuitive Fiori App "Create Sales Order" is at present bachelor. According to SAP, this is aimed at sales employees in their daily work.

Figure 1: Fiori App "Create Sales Order" Basic Data

The nearly important functions and differences with the VA01 are summarized in the following summary of the SAP  (also available) hither.

Figure ii: Functional comparing of S/4HANA applications for order processing

Excel import of sales orders

Many customers have individually expanded their order entry by calculation an import interface for Microsoft Excel tables. This enables mass club creation using table templates every bit a footing. SAP has now incorporated this approach into the standard, as the "Import Sales Orders" now provides the template download. A mass import of sales orders tin and then be performed on this basis. The required tests are completed at upload and the relevant errors are listed for correction.

Effigy 3: Error message during the Excel import of sales orders.

In one case the necessary corrections have been made, the sales orders are created in the organization and are stored in an import history.

Automatic creation of sales orders from PDF files

A further footstep towards automation is taken with the new capability of generating sales orders from PDF files sent by the customer. Fifty-fifty unread emails with fastened client orders can be automatically checked using an iRPA bot and imported to the system for further processing and checking. But for this process, which is more complicated than it may at showtime appear, multiple components must exist used. The post-obit flowchart shows how they work together.

Figure 4: Creating a sales society from a PDF file

Fiori app for mass changes to sales orders

In improver to the ability to create mass orders mentioned to a higher place, you can also perform mass changes to sales documents centrally with the app "Mass Change of Sales Documents". The post-obit sales documents tin exist changed in this style:

• sales orders
• sales quotations
• sales contracts
• customer returns
• sales scheduling agreements
• debit and credit memo requests

The changes are planned with a background task and are and then carried out.

Effigy 5: Mass alter of sales orders

Using multiple addresses of the business partner in the lodge-to-cash process

The concern partner has always offered the ability to enter multiple addresses and accost usages. Now these addresses can also exist used by the sales process and in the associated documents (e.g. sales order, delivery and invoicing). This requires the activation of the business concern functions "Multiple Address Handling for Business Partners in Sales and Distribution" and "Multiple Address Treatment for Customer Master Data in Business concern Partner".

The post-obit screenshot shows the different addresses that are maintained for a business partner in the system.

Figure six: Example of business organisation partner with multiple addresses

With the new function, the saved addresses tin can exist used in the editing procedure of the sales documents. For this purpose the address overview can be accessed and the desired address can be selected. Hither is an case from the creation of a sales order.

Figure 7: Case of address selection in the sales lodge

It'south exciting to run into how this new function is existence adopted by SAP customers and how it works with the existing capabilities and may even replace them.

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Source: https://www.nagarro-es.com/en/s4hana/new-sales-functions-in-the-sap-s-4hana-2021-release/

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