Create Sales Orders - Automatic Extraction
Application component: Sales Document Creation Based on Unstructured Data
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 purchase order files in PDF or image formats (unstructured data). After a file is uploaded, the system automatically extracts file information into a sales order request and proposes values for sales order request fields (for example, by determining the sold-to party based on extracted data). You can later convert the sales order request into a sales order. 
With this app, you as an internal sales representative can create sales orders from PDF files. After a purchase order file in PDF format is uploaded, the system automatically extracts data from the file and determines master data (for example, the sold-to party) from the extracted data. This data is saved in a sales order request, which you can later convert into a sales order.
Key features:    Upload purchase order files and retry data extraction (if necessary) You can upload purchase order files in English or German. Before uploading a file, make sure that a company code has been entered.Note The system automatically fills the company code if a unique default value has been maintained in the user settings of the SAP Fiori launchpad.Note To prevent users from uploading the same file twice, key users can enable a duplicate check using the Customizing activity Adapt Settings by Company Code under Sales and Distribution  Sales  App-Specific Settings  Apps for Sales Documents  Create Sales Orders - Automatic Extraction App. After the file is uploaded, the system creates a sales order request (containing the uploaded file as an attachment) and starts data extraction. You need to wait some time to view the extraction result. You can retry if data extraction fails. After the purchase order information is extracted, the system proposes values for sales order request fields and checks the completeness of request data. Note In the processing flow chart of the list page, you can view the status of each sales order request regarding data extraction, data completeness, and order creation. Reload the page to update data extraction status and data completeness check results.   Simulate order creation or create sales orders A complete sales order request must comprise the following fields, which are either automatically proposed or manually specified:  Header fields: Sold-to party, sales organization/distribution channel/division (that is, sales area), sales order type Note Key users can define whether the ship-to party is required for creating sales orders in the Customizing activity Adapt Settings by Company Code under Sales and Distribution  Sales  App-Specific Settings  Apps for Sales Documents  Create Sales Orders - Automatic Extraction App.   Item fields: Product, requested quantity, unit of measure (UoM)   Note Before you simulate order creation or create a sales order, ensure that the sales organization in the sales order request has already been assigned to the company code specified during the file upload. Business process configuration experts can create or query the assignment in the Customizing activity Assign sales organization to company code under Enterprise Structure  Assignment  Sales and Distribution.   Simulate order creation When sales order request data is complete, you can simulate order creation to learn the following:  If the simulated creation has failed with errors, you are informed about the causes, which help you revise the sales order request.   If the simulated creation is successful, you can preview data differences between the sales order request and sales-order-to-be. Simulation results on the object page may indicate a difference in the net value or count of items. For example, two order items may be generated for a sales order request item because the preset free goods conditions are met.   The simulation result serves only as a reference, because it applies merely at the particular time the system simulates order creation. For example, you performed a simulation and the simulation result indicated errors due to stock deficiency. Two days later, you might still successfully create a sales order from the sales order request due to stock replenishment between the simulation time and order creation time.   Create sales orders You can create a sales order when the following conditions are met:  Sales order request data is complete.   No order simulation has been performed, or the order simulation result is successful.   We recommend that you double-check the ship-to party before creating a sales order. By default, the ship-to party is not a required sales order request field. If the system could not determine the ship-to party, but a sales order has been created from the sales order request with the empty ship-to party, the ship-to party in the sales order may differ from that in the purchase order file.     Edit sales order request data If request data is incomplete, you must edit it on the object page. If needed, you can open the purchase order file in an embedded pane or in a new window to verify purchasing details.Note The embedded pane allows you to check file contents alongside the sales order request data. The file view highlights extracted data by default, and you can hover over a highlighed area to show an extracted field or click on the eye icon to show all extracted fields. On the header data tab, you can edit basic sales data, the sold-to party, and the ship-to party. On the item data tab, you can change the product, requested quantity, and requested delivery date. You can also create items.   View sales order request data By default, sales order requests sorted by last-change time are displayed in table view. You can also do the following to have a better view of request data:  Narrow down search results by specifying filters, for example, the request creator. If the default filters do not satisfy your business needs, adapt filters to enable more.   Adjust the table layout by adding or deleting columns, reordering the columns, and sorting by a particular field.   Save custom filter settings and table layouts as variants and load variants as needed.     Delete sales order request data You can delete sales order requests or request items, if they have not been converted into sales orders.   Navigate to other apps When a sales order has been created, you can navigate to related apps through its document number (ID). For example, you can navigate to the Change Incomplete Data app to fill in required data.   View application log and change log You can view the application log and change log of each sales order request:  Application log: Shows system processing details regarding data extraction, data proposal, and BAdI call. You can retrieve the records from the last 100 days.   Change log: Records changes that have been made to sales order request fields, such as creation, editing, and deletion of field values.     
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.