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Credit Approval from Mobile-SAP CRM

25/02/2015

AGC Networks Limited

Vikas Kumar/Runjhun Payal SAP Technology

Credit Approval from Mobile-SAP CRM 25/02/2015 AGC Networks Limited Vikas Kumar/Runjhun Payal SAP Technology Mail to:vikas.kumar5@tcs.com runjhun.payal@tcs.com 1 " id="pdf-obj-0-14" src="pdf-obj-0-14.jpg">

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  • 1. Description

Table of Content

……………………………………………………………………………………………………………………

……………………………….4

1.1Challenges

………………………………………………………………………………………………………………

……………………………….4

1.2Benefits

………………………………………………………………………………………………………………

………………………………… 4

..

  • 2. Solution Approach …………………………………………………………………………………………………………………… ……………………5

  • 3. Technical Approach………………………………………………………………………………………………………

………………………………6

  • 4. Process Overview . …………………………………………………………………………………………………………………… ……………………7 4.1Road Map

………………………………………………………………………………………………………………

……………………………….7

  • 5. Advantages

……………………………………………………………………………………………………………………

…………………………….14

1. Description

The World is changing and we all know consumer experience is the new standard for

enterprise applications. The complex and feature-rich experience must be replaced by a

simple, intuitive, and mobile experience. Keeping this in mind we took a step ahead in

approval of credit limit for New customer. In B2B scenario, transaction of money is not as fast

as in B2C. To overcome delay in process, we should enhance the decision making step in

order to minimize time.

  • 1.1 Challenges

    • 1. In any process a decision step is involved, where an action is required to move it further to

the next level. In the process of clear order booking customer credit approval is required from

higher management. Once it gets approved further processing of orders can be carried

forward.

  • 2. Higher management is also involved in attending meetings, conferences which delay the

work items as they are not supposed to work in the meetings.

3.

If

any

step is pending for approval,

then the other dependent processes will not be

completed on time. This

may lead

to

an

escalation which

is

not

a positive

sign

for

any

organization.

To overcome these challenges we have developed an application where credit of new

customer can be approved from mobile. This will provide a positive impact for new customer

and business for making the order get delivered on time. Customer satisfaction is always a

challenge for Business and these kind of technologies can overcome this challenge.

  • 1.2 Benefits

The improved process will serve the following benefits:

  • 1. Eliminating the need to Log into SAP to process the work item from Business workplace.

  • 2. Increase mobility and efficiency as other dependent processes will be executed on time.

  • 3. Hence, using this concept, we can now process work items, approve/reject them remotely,

without having to log into SAP.

  • 4. New customer will turn to regular customer on 100% satisfaction. At the end it’s all about

retaining and maximizing the count of new customers.

2. Solution Approach

Actions:

Actions are used in maintaining and improving business relationships. We can schedule and start predefined conditions with the Actions component by means of user-definable conditions from transaction and marketing objects.

Actions use the Post Processing Framework (PPF), a Basis component, which can be automated with the initiation of outputs, follow-on documents or workflows. Using the Actions tab page within a business document, you can display a list of actions that can be included in the business transaction.

An action profile is determined from the corresponding transaction type or item category.

Actions are stored as action definitions within an action profile.

Action changeable or executable in dialog

You can control action processing using different settings and parameters:

Action displayed in toolbar (SAP GUI)

Processing time (when saving the document or via selection report)

Partner dependence

Determination technique

Action merging

Processing types (with entry of the desired form name)

1.2 FEATURES OF ACTIONS

You can define actions dependent on conditions so that the system automatically schedules and starts them when the conditions are fulfilled. With actions you can:

Create follow-up transactions automatically

Execute changes in the transaction or marketing object currently being processed, for example, create new items, or status inheritance by subordinate elements in marketing objects

Output in print, by faxing or e-mail

Actions are displayed in transaction documents that support actions and to which an action profile is assigned. You can display a list of actions scheduled for the document on the Actions tab page of a transaction document. The following information is displayed in the list for each action:

Status (action scheduled, action processed) Description (purpose of action) Conditions (settings for action definition and conditions are displayed) Creator, Creation date There are various processing types for actions:

· Methods (Business Add-Ins)

Methods are Business Add-In (BADI) implementations. You can define your own BADI implementation to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF is the relevant BADI.)

Examples for standard methods include the following:

COPY_DOCUMENT (create a follow-up document) COMPLETE_DOCUMENT (set status completed within document) CREDIT_MEMO (create credit memo item) REPAIR_ITEM (create a repair item) 1O_EVENT_CREATE (create a workflow event) SAP Business Workflow

This is suitable for more complex processes, for example, a follow-up transaction that includes an approval process.

Smart Forms

SAP Smart Forms must be used to print, e-mail or fax documents such as an order confirmation. You can use the graphics tool, SAP Smart Forms, to design the layout of output forms.

SAP delivers several Smart Forms for outputs in SAP CRM:

Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters, and e-mail)

Form CRM_ORDER_LEASING_01 (suitable for faxes, letters, and e-mail)

Form CRM_OPPORTUNITY_01 (suitable for faxes, letters, and e-mail)

SAP

Smart

Forms

offer

the

advantage

of

adapting

forms

without

requiring

programming knowledge, thanks to a completely graphical user interface.

When you request a printout of a form, the application program obtains the relevant data to be used and prints it on the form. Data retrieval and form logic are separated from one another.

SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Smart Forms is supported).

2.0 HOW TO CREATE AN ACTION 2.1 STEP-BY-STEP PROCEDURE 2.1.1 Enter into any SAP-CRM Server and move to Transaction SPRO.

Smart Forms SAP Smart Forms must be used to print, e-mail or fax documents such as

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions -> Actions in Transactions.

2.1.3 To create an Action Profile – Click on documentation.

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions -> Actions in

. First read the

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions -> Actions in

2.1.4 Now Press the Execute Button

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions -> Actions in

to start creating an Action Profile.

2.1.5 Select /Create Action profile: This is an initial step for defining an new action

2.1.5 Select /Create Action profile: This is an initial step for defining an new action

2.1.5 Select /Create Action profile: This is an initial step for defining an new action

2.1.6 Create Action: In this we will define the processing step. One action profile can carry multiple actions.

2.1.6 Create Action: In this we will define the processing step. One action profile can carry

2.1.7 Set Action: In this an action will be triggered when required condition will meet.

2.1.8Select Action Processing 2.1.9 Select Processing method and assign the defined method against the action.

2.1.8Select Action Processing

2.1.8Select Action Processing 2.1.9 Select Processing method and assign the defined method against the action.

2.1.9 Select Processing method and assign the defined method against the action.

2.2.0 Enter Action description 2.2.1 Assign Schedule condition: When condition will meet on status E0002 ,

2.2.0 Enter Action description

2.2.0 Enter Action description 2.2.1 Assign Schedule condition: When condition will meet on status E0002 ,

2.2.1 Assign Schedule condition: When condition will meet on status E0002 , then action will get triggerd.

2.2.2 Complete Technical Approach:

2.2.2 Complete

2.2.2 Complete Technical Approach:

Technical Approach:

Whenever Credit approval is required for new customer, implementation ZACTION_PROFILE of BADI EXEC_METHODCALL_PPF will be called. Using this method a mail will be triggered to the approver to take action as per details in the mail body. Links are given to APPROVE or REJECT directly through the mail without logging into SAP system. The links given are that of web dynpro application created which captures user’s remarks and approval status. Also, the URL which is displayed on opening the links is encrypted ensuring confidentiality of the process. Once the user takes action i.e., APPROVE or REJECT then corresponding status is set. User can process the work item either through mail or through SAP inbox as in normal scenarios. In order to enable user to process work items offline we need to follow below mentioned steps.

Changes

have

been

done

for

Execute

method of implementation

ZACTION_PROFILE. Function Module CRM_ORDER_READ is called to get all

required details. Mail will be triggered with required details

like Customer

Name,

Payment Term, Sales Organisation,

Sales Group,

PO

Value to

the

Approver. A link for Approval / Rejection will be available in mail body so that

agent can directly take action without logging into the system.

 

Create a web dynpro application with a view to display pop up window in main window when user clicks on ‘APPROVE’ or ‘REJECT’ link. The view will be designed as shown below.

 Changes have been done for Execute method of implementation ZACTION_PROFILE. Function Module CRM_ORDER_READ is called
 

On click of submit button status will be changed using function module ‘CRM_STATUS_CHANGE_EXTERN ‘ as ‘E0006’ for Approval case and ‘E0005’ for Rejection case. Once action is executed, success message will be displayed.

On click of cancel button no action will take place. User can process the work item later when required.

In

case

the

work

item

has

already

been

processed

by

the

user

then

corresponding message will be displayed as shown below.

 In case the work item has already been processed by the user then corresponding message

3. Process Overview

3.1 Road Map

The following process shows a test scenario of the approval process for new customer.

1. Initiate for Credit Release

Y Is there any error ?? .. N
Y
Is there
any
error ?? ..
N

Action got triggered for credit Approval

Error should be

removed. It will not

allow to save with the status.

Set status "Initiate for

Credit Approval"

Customer PO Approval Mail

Create PO 200012 and Set the Status to Initiate for Credit Check as follows:

Customer PO Approval Mail Create PO 200012 and Set the Status to Initiate for Credit Check

Action Profile will trigger a mail for the approval as follows:

Action Profile will trigger a mail for the approval as follows: Higher Management can Approve or

Higher Management can Approve or Reject the request.

Now, click on Approve and the following screen will open.

Now, click on Approve and the following screen will open. Enter User and Password to Log

Enter User and Password to Log On. & Add Remarks and Submit to Approve the Credit.

The Status will be set to “Credit Released” as shown below:

The Status will be set to “Credit Released” as shown below:

4. Advantage

4. Advantage

  • 1. This HTML E-Mail will demonstrate the data in Tabular Format and provide two links

to the approver;

APPROVE and REJECT.

  • 2. These links are typical MAILTO links. On clicking either of these links, the system will

generate an auto

e-mail to send to the SAP System.

3. This e-mail will have the TO field auto-populated with the Offline System SAP ID and

the Subject also auto-populated with the action (A or R, for APPROVE or REJECT) and the

Work Item ID of the User Decision step that was sent to the approver.

4. User will not have to enter the SAP User ID or Password to send this auto email.

  • 5. The user thus does not need to log on to the SAP System.

  • 6. The user need not be in the SAP Network or VPN to send this email.

  • 7. The user does not need to have SAP GUI present, since these links are not SAP Short

Cut Links that need

SAP GUI.

  • 8. Any application that can process MAILTO links can send these auto e-mails. Hence

this works even in handheld devices like iPhone®, Blackberry®, etc.

9. This works in various Internet Browsers. I have tested this in various versions of

Microsoft® Internet Explorer, Google® Chrome, etc. Works on both Web Mail version of

Microsoft® Outlook and Normal Outlook®

  • 10. No need to schedule any batch job for programs like RSWUWFML2.

  • 11. Highly customizable and easy to implement & No third party tool required.

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