Import Sales Orders
Application component: Sales Document Import from Spreadsheet
App type: Transactional
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Order Management and Processing (S/4)
Description:  With this app, you as an internal sales representative can create sales orders from spreadsheets. The spreadsheets can be local Microsoft Excel (*.xlsx) files, or web-based Google Sheets or Microsoft Excel files on Google Drive (requiring Google Workspace integration). 
With this app, you as an internal sales representative can create sales orders from an XLSX spreadsheet file.
Key features:    Download the import template You can download a standard template to your local device, or to Google Drive if your system has been integrated with Google Workspace (see Integrating SAP S/4HANA with Google Workspace). We recommend that you download a standard template before an import. This template provides a list of fields that are either required or optional for an import. You can add optional fields to your sales document data sheet. For details, refer to the instructions in the template. Note Currently, only a limited number of fields are available for import. You can find their field names in the template. Remember When adding pricing element fields or text fields to the sales document data sheet, remember to replace the angle-bracketed content with an ID already defined or enabled in the system. For example, you can change the text field ITEM_TEXT..LONGTEXT to ITEM_TEXT.0001.LONGTEXT ("0001" represents a text type already enabled for the sales document in your configuration environment).   Preview sales document data After filling in sales document data and uploading your file, you can preview the data, including header and item details. If your file contains missing or invalid information, you cannot proceed with your import. Revise your file by referring to the message displayed before attempting to reupload. Generally, you need to pay attention to missing or invalid information at three levels:  Column A column may not be available for preview because the field name is missing or incorrect.   Row A row may not be available for preview due to a missing temporary document ID, duplicate document data, or inconsistent header data.   Cell Missing or invalid entries (for example, invalid document type) at the cell level should be highlighted in your preview. If you do not see them, adjust the preview settings to show more fields.     Perform an import You can perform an import on the first page of the app. After the file upload, you can start an import as long as the file data does not contain issues. It may take some time before sales document creation is completed. You can check import details to view the document creation status. When an import contains errors (indicating that sales document creation has failed or partially failed), you can revise your file data and perform a corrective import on the object page of the import. The corrective import targets previously failed records only. Note The system creates an import name for each new import, that is, when you perform an import on the first page of the app. Different from a new import, a corrective import is based on an existing import name.   Track your imports You can view all imports regarding their overall processing status, import time, and the number of successful and failed creations. By branching to an import, you can view the creation status and application log of all import items. Each import item (with a temporary document ID) can be seen as a sales document creation request. If sales document creation is successful for an import item, you can also see the document number, document type, and sales area information. Note The application log contains information about the cause of creation failures as well as potential issues (for example, document is incomplete) regarding the sales documents already created.   Set an import or an import item as completed When an import contains errors (indicating that sales document creation has failed or partially failed) but you don't want to continue with further processing, you can manually complete the import (on the list page) or any failed import item (on the object page). Note When you complete an import, the system sets all failed import items within as completed.   Navigate to other apps When a sales document has been created, you can navigate to related apps through the newly generated document number. For example, you can navigate to the Change Incomplete Data app to maintain the required data.   Customize your view of the import list   Adapt the table view You can select the columns that you want to display, sort and group displayed data, and set additional filter criteria.   Manage page variants You can save the custom filter settings and table layouts as variants and load variants as needed.     Save the app as a tile on the Fiori launchpad   Export import items to XLSX or PDF files   
Business roles: Internal Sales Representative
Internal Sales Representative : 
Manages sales documents, e.g. captures changes or cancels sales orders, prepares quotations, and manages contracts. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.