Order Processing

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Quotations and sales orders are all part of the sales process. Sana Commerce Cloud supports all SAP S/4HANA sales documents. Customers can place orders and create quotations as well as convert quotations into sales orders directly from a Sana webstore. A customer can convert quotation into sales order from the quotation details page in the Sana webstore which can be accessed from the quotes history.

The ordering flow should be configured in Sana Admin and in SAP S/4HANA.

We recommend to read the following articles to learn more about ordering settings supported by Sana:

Order Types: Quotes and Orders
Order Processing Strategies
One Step and Multi Step Checkout
Order History

Set Up Order Settings

To set up order settings, open the Webstore Configuration Sana app in the SAP Fiori launchpad. Select the necessary webstore and click Edit. Open Order Settings.

The table below provides the description of the order settings in SAP S/4HANA.

Field	Description
Order Type	WATCH THE VIDEO Select the order type. It can be a regular order or a quotation. The selected order type defines the final sales document which will be created in SAP S/4HANA when the order is placed from the Sana webstore. The order type which is used during the checkout process in the Sana webstore is defined in the ordering settings in Sana Admin.
Quotation Expiration Days	In SAP S/4HANA a quotation has an expiration date. It can be seen in the field Valid to on the Sales tab of the quotation. In the Quotation Expiration Days field, you can enter the number of days for which the quotation should be valid. This value will be used for all quotations created from the Sana webstore. If the quotation is not processed within the expiration period, it will expire, meaning that a customer will not be able to convert it into a sales order. If you leave this field empty, quotations will not have an expiration period.
Order Delivery Block	Use this field to block those Sana orders for delivery which require approval. For more information, see Order Authorization.

Set Up Order Types

On the Supported Order Types tab, you must set up sales document types which are used in your webstore and map them to the existing sales document types in SAP S/4HANA.

Main sales document types

• ORDER - if you allow your customers to create sales orders from a Sana webstore, you must map this sales document type to the one in SAP S/4HANA.

• QUOTE - if you allow your customers to create quotations from a Sana webstore, you must map this sales document type to the one in SAP S/4HANA.

• PROMOTABLEQUOTE - if you allow your customers to create quotations and convert them to the sales orders directly in a Sana webstore, you must map this sales document type to the one in SAP S/4HANA.

  • If the setting Quote Promotable is enabled in the Webstore Configuration Sana app, the sales document with the Order type will be used for all quotes created in the Sana webstore.

  • If the setting Quote Promotable is disabled in the Webstore Configuration Sana app, the sales document with the Quote type will be used for all quotes created in the Sana webstore.

Secondary sales document types

• CREDITNOTE - credit note

• INVOICE - billing document

• RETURNRECEIPT - return receipt

• RETURNORDER - return order

• SHIPMENT - delivery document

• CONTRACT - quantity contract (sales agreements)

All sales documents for which the Default option is enabled can be created by customers from the Sana webstore. When the sales document is created by a customer, it will be automatically saved to SAP S/4HANA. Customers can create the following sales documents from the Sana webstore: Quotes, Promotable Quotes, Orders, Return Orders.

All other sales documents can be created only in SAP S/4HANA.

Customers can log in to the Sana webstore and see any sales documents (created from the Sana webstore and directly in SAP S/4HANA) on the My account page. A webstore administrator can show and hide different sales document types in Sana Admin.

You can create records for the above mentioned secondary sales document types, if you want to filter out the sales documents and show only those of a certain type. For example, if you create billing documents of different types in SAP S/4HANA, you can define which of them must be shown to the customers in the order history in the Sana webstore. If you don't map the Sana's secondary sales document type to some specific sales document type in SAP S/4HANA, all types of this sales document will be shown in the Sana web store.

See an example of the checkout process when a customer can choose whether to place an order or create a quote in the Sana webstore.

Customer Purchase Order Type

Sales orders can be created using different channels, for example by telephone, e-mail or in case of Sana in the webstore online. Companies that accept orders from different channels can assign the necessary purchase order type to a webstore in SAP S/4HANA and it will be used for all orders created by the customers from your Sana webstore.

Set Up Customer Purchase Order Type

Call the transaction code SE37 (ABAP Function Modules). In the Function Module field enter SE16N_INTERFACE and click Test/Execute. Then, find the I_TAB and I_EDIT import parameters. Enter the value /SANAECOM/ST_ATT for the I_TAB import parameter and enter the value X for the I_EDIT import parameter. When the values are entered, click Execute. In this way, you will access the /SANAECOM/ST_ATT table.

You need to add the necessary attribute to the SANAECOM/ST_ATT table to set up customer purchase order type. For this purpose you need to click Insert Row, then select the necessary client and enter the correct webstore Id. Enter PURCHASE_ORDER_TYPE in the Attribute field and enter the necessary purchase order type in the Value field. The following options are available: 

• DFUE - By telecommunication

• MUEN - Orally

• SCHR - Written

• TELE - By telephone

Make sure that the correct values are entered in the Attribute and Value fields, otherwise the customer purchase order type will not be set.

By setting up purchase order type for the Sana webstore, a sales manager in SAP S/4HANA can easily differentiate those sales orders which are placed from the Sana webstore and from other channels.

When the sales order is created by the customer, it is automatically saved to SAP S/4HANA. If you set up purchase order type for your Sana webstore, it will be recorded in all sales orders created by your customers from the webstore. You can see it in the Sales Order Header Data, on the Order Data tab.

Related Articles

Supported Order Types
Order Authorization
Cancel Order (Rejection)