ERP sales document integration

[Former Member]

Hello,

the C4C offers the functionality to see related ERP sales documents in an opportunity. I would like to know the criteria that show these ERP sales documents. Are only open sales documents shown? Are only the last 5 sales documents shown?

Cheers,

Koen

[ankurgodre · Accepted solution]

Hello Koen,

When a C4C system is integrated to an ERP system, the integration capability allows to see followup documents to an Opportunity which are created from a C4C Opportunity screen itself.

You get to initiate from within C4C Opportunity:

1. Customer Quote Request.

2. Sales Order Request.

Once the above two request are initiated to integrated ECC system, on the ERP system you can create the follow ups to the above docs as:

1. Customer Quote.

2. Sales Order.

Once the above four docs are created, on the C4C Opportunity screen, under the tab SALES DOCUMENTS, you get to see:

1. Document ID for Customer Quote Request created on the ERP system.

2. Document ID for Customer Quote created on the ERP system.

3. Document ID for Sales Order Request created on the ERP system.

4. Document ID for Sales Order created on the ERP system.

When you click on the Document ID of any of the above four documents, you can see a PDF preview of the relevant document.

Hope this answer helps.

Let me know if you need further information on this.

Thanks

Ankur

[Former Member · Accepted solution]

Hello,

thank you for the quick response. The information is certainly helpful. What I actually want to know is how many ERP sales documents will be shown under the tab 'sales documents' of the opportunity? Let's take an extreme example: I'll make 10 customer quote requests for 1 opportunity. Will I see all these customer quote requests under the tab 'sales documents'? Or will I see only the customer quote requests that are still open?

Cheers,

Koen

[ankurgodre · Accepted solution]

Hello Koen,

As many as you create on ECC will show up on C4C.

Also, as many times as you send a request for Quote/Order from C4C to ECC will show up under Sales Document Tab.

As an example, see the screenshot below:

Hope this answers your query.

Thanks

Ankur

[Former Member · Accepted solution]

Thx.

Points awarded.