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Siebel Sales Order to SAP Sales Order Standard Integration

The following topics explain the Siebel Sales Order to SAP Sales Order standard integration.

Executing Siebel Sales Order to SAP Sales Order

This section describes how to transfer sales orders from Siebel applications to SAP R/3. It also describes how to validate the order and get the real-time status of sales orders from SAP. To execute the Siebel Sales Order to SAP Sales Order data flow, first make sure you have completed the installation steps as described in Installation and Configuration. and all data required for a successful Sales Order Creation (Master Data, Sales Enterprise structure) are in sync with SAP.

The Sales Order integration with SAP has two modes, Validate Order and Place Order.

Validate Order

This updates information on Credit Status Of Customer, Billing Block, Delivery Block, Pricing Information, and Delivery Proposal/Availability. No orders are created on the SAP side, but Siebel data is updated with the preceding information from SAP.

Place Order

When you are satisfied with the information in your Sales Order, you can submit sales orders to SAP by clicking Place Order (on the SAP Line Item view). This submits your Siebel sales order to SAP and updates Pricing Data, Delivery, Status information, and SAP Order Number. This may be different from what you got with Validate if there is a time difference between validating and submitting the sales order. After you submit a Siebel sales order to SAP you cannot resubmit the same Siebel sales order to SAP again. To avoid inconsistencies between SAP Sales Order and Siebel Sales Order, implement the state model to prevent any changes in the Siebel sales order after resubmission. For more information on the state model, see Siebel Business Process Designer Administration Guide. After submitting an order to SAP you can still make changes in SAP using the Get Status button (invoking Get Status Data flow). You can also automate the order status update process by configuring SAP to dispatch IDOCs.

Only Sales Order (Type OR/TA)

In standard integration, the Siebel Connector for SAP R/3 supports the Sales order (Order Type OR in SAP). Order type "TA" is preset for SAP, which is recommended by SAP for order type OR irrespective of language. To extend the Siebel SAP Integration for further SAP document types (RMA, Contracts, and so on), read Creating Integration Touch Points.

To execute the data flow in the Siebel application

  1. Navigate to the Sales Order List View.
  2. Create a new Order Header or select an existing Sales Order.
  3. Enter your sales information in the form, review entries, and then save the record.
  4. If your customer wants to pay with a credit card:
    1. Enter an order number. The Order Item view appears.
    2. Click the Payments view tab and scroll down to the Payment Detail - Credit Card applet.
    3. Enter the following information:
      • Payment Type (Visa, MasterCard, and so on)
      • Credit Card Number
      • Credit Card Holder
      • Expiration Month
      • Expiration Year
      • Payment Method (credit card)
  5. Click the Line Items (SAP) view tab. If this tab is not visible in the current view, access it from the site map.

    The following figure shows the Line Items (SAP) view tab with the following fields in a form: Order #, Account Order #, Status As Of, Submit Date, Sales Area, Ship to Account, Ship to Account Location, Delivery Block, Bill to Account, Bill to Account Location, Billing Block, Pricing Date, Credit Status, Partial Ship, Sub Total, and Message (SAP).

    Click for full size image
    1. Add or modify the SAP-specific information in your Order Header.

      Make sure the correct SAP Sales Area is assigned.

    2. Create a new line item or select an existing one.
    3. Enter line item data, review the entries, then save the record.
  6. To validate or create a Sales Order in SAP, click Validate or Place Order.
  7. To update the sales order Status Information, click Get Status.
  8. To get more detailed Delivery Information for a selected line item, navigate to the Schedule Line view tab.

Siebel Sales Order to SAP Sales Order Limitations

The following limitations apply to Siebel sales order to SAP sales order integration.

Schedule Lines (Delivery Proposal). Schedule Lines cannot be sent from the Siebel application to SAP. They come only from SAP. If you want to send different delivery proposals you must create different line items for the dates and quantity required.

Sales Area. The sales area is limited by the selected primary organization in the Organization field. In the Siebel application, organization is the equivalent of SAP's sales area. You can assign multiple organizations for Siebel quote and orders but SAP accepts only one sales area corresponding to primary organization of order/quote. If you select the wrong primary organization, you may get one of the following messages, depending on the SAP configuration:

  • Sold-to party ABCD not maintained for sales area XXX YY ZZ.
  • Division XX in the header deviates from division YY in the item.
  • No Pricing procedure could be determined for Sales Area.

Check Accounts > Back Office (SAP) to see if the account / primary organization combination selected in the order is there.

Partner Types. The Siebel Connector for SAP R/3 supports Sold To Party, Ship to Party, Bill to Party, and Payer Partner types for sales orders and the data flows are preset for these fields. If you require additional partner types, make sure to modify the data flow maps accordingly.

Get Status. Get Status does not update the Billing Block and Credit Status fields, which are only updated by Validate Data flow.

    
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