Account 360, external follow up documents and recent orders

[Former Member]

Hi experts!

I'm integrating account 360 with ERP and I only see recent ordes on the account.

I thought that with this integration, I was able to see the external follow up documents in the account and in the opportunities.

Am I missing something?

Thanks in advance

[h_duengelhoef · Accepted solution]

Hi Maria,

the "recent orders" integration is independent of the other two screenshots. The ERP documents would occur in the "Document Flow" tab of the opportunity, not in "Sales Documents".

For the document flow in the opportunity you have to enable the communication scenario "Business Document Query from SAP Business Suite".

I don't remember by heart how the "External Follow-Up Documents" in the Customer screen work.

Hermann

[Former Member · Accepted solution]

Thanks Hermann I'll try with that communication scenario.

Could you please clarify what should I set on the ERP for this communication scenario?

Ginger let me know if you have news and thanks for been always so supportive

[former_member3555]

Hi Maria

The account 360 populates only the recent orders tab.  The external follow-up documents is populated when you create a followup document from an objects in C4C.  For example, you create a quote or order from an opportunity - or an inquiry document. Or, from a C4C quote you create a sales order. 

The ERP sales documents  - I ** think ** this is the orders created from a C4C orders.  I will check on that one.

-ginger