Sales Order (S/4HANA)
Application component: Sales Apps
App type: Fact sheet
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Order Management and Processing (S/4)|Sales Quotation Management (S/4)
Description: With this app, you can display all the details relevant for a sales order in one place. The overview brings together relevant key facts and a list of the sales order items. You also get a list of involved business partners. Thanks to the process flow, you can immediately see the current status of your sales order. Furthermore, you can display additional information on item level, for example, planned deliveries. 
This fact sheet displays contextual information about the sales order document. You can navigate to its related business objects and access related transactions in operational systems.
Key features:   Display key facts relevant in the business context. Key facts are important data prominently displayed in the app. This app displays the sold-to party and the net value, as well as the following details: overall status, overall delivery status, rejection status, and credit status. You can also see whether the sales order needs to be sent to an approver before it can be released and which phase of the approval process it's in. In addition, you can navigate, for example, to the customer object page for the sold-to party and to the Customer – 360° View app. You can also navigate to other related apps, such as Manage Sales Orders.   Display general sales order information, such as the sales area   Display a list of the individual items of your sales order and relevant information. You can personalize the columns to immediately display all the information you need. From here, you can, for example, navigate to the object page for the product (that is, material) or to the advanced variant configuration (if the item contains a configurable product). If you select one item, you can see the details of one sales order item:   Display key facts relevant in the business context for each item. Key facts are important data prominently displayed in the app. This app shows the ship-to party, the net value, and the requested quantity, as well as the following details: overall status, delivery status, and rejection status. In addition, you can navigate, for example, to the customer object page for the ship-to party and to the Customer – 360° View app.   Display general sales order item information, such as the product   Display an overview of planned deliveries   Display item-specific business partners   Display related outbound deliveries   Display related deliveries   Display related billing documents. From here, you can also navigate to the billing document object page.   Display related customer returns. From here, you can also navigate to the customer return object page.   Note Planned deliveries, related outbound deliveries, and related customer returns are not relevant for services and thus not displayed.   Display the contact details of the business partners involved   Display the process flow that provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of your sales order, and if it is relevant for shipping, and whether an invoice has been created.   If the sales order is relevant for approvals, display details about the workflow steps. You can see the status of the single workflow steps, the processor, and the recipient. Choose a step to display additional details.  
Business roles: Internal Sales Representative| Cash Management Specialist| Cash Manager| Production Planner| Billing Clerk| Sales Manager| Material Planner - External Procurement| Shipping Specialist| Shipping Specialist - Just-In-Time Supply| Customer Service Manager (Customer Management)| Returns and Refund Clerk| Receiving Specialist| Customer Service Representative (Customer Management)| Sales Manager (Customer Management)| Project Manager (CPM)| Internal Sales Representative (SOM)| Order-to-Cash Process Manager
Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.

Returns & Refund Clerk : 
Processes claims, returns, and refusal orders to ensure claims are recorded, resolved, and closed in a timely and accurate manner.

Dispatcher (Transportation Management) : 
Monitors incoming transportation demands. Initiates necessary actions in case of planning backlog. Monitors planning and execution of transportation orders. Executes initial delivery creation.

Project Financial Controller : 
Is responsible for all financial aspects of one or several projects, including the creation of work breakdown structures, project planning, budgeting and forecasting, period-end closing support as well as project financial monitoring and reporting. 

Quality Engineer : 
Supports the quality manager in making sure that the company’s quality and safety compliance goals are met. Makes usage decisions. Performs statistical analyses of test results. Coordinates activities within QM.

Quality Technician : 
Prepares and executes quality inspections of products and materials and manages inconsistencies.

Internal Sales Representative - Professional Services : 
Manages sales orders referring to professional services, e.g. captures changes or rejects sales order items. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.

Cost Accountant - Sales : 
Analyzes markets, products, customers, distribution channels, and discount strategies. Reports and monitors KPIs for incoming orders, revenue, and margins. Contributes to fulfilling the organization’s sales strategy. 

Cash Manager : 
Is responsible for overall liquidity status of group corporate, executes cash transactions and centrally manages bank accounts with rich attributes, including overdraft limit and signatories, approves for opening or closing bank accounts, etc.

Production Supervisor - Discrete Manufacturing : 
Ensures, together with his team, a smooth production process. Ensures that the manufacturing plan created by the production planner is executed under consideration of shop floor related issues like personnel shortage, machine breakdowns, etc.

Material Planner - External Procurement: (is an add-on role to the Material Planner)
Ensures the availability of materials for production supply plans and monitors and adjusts material supplies procured externally. Collaborates internally with production planners and externally with suppliers.

Credit Controller : 
Manages credit limits based on the credit policy of the company, and monitors customers' creditworthiness in close cooperation with the Sales and Distribution department and the Accounts Receivables Accountant.

Internal Sales Representative (Subscription Order Management) : 
Manages subscription order documents, prepares quotations, and manages contracts. Monitors, troubleshoots, and collaborates on critical open issues from the subscription sales order fulfillment process.

Customer Service Representative (Customer Management) : 
Acts as a central contact for the customers service needs, handling customer service requests and communicating changes and adjustments. Creates and modifies service contracts, service orders and service confirmations.

Production Planner : 
Plans, monitors and adjusts material supplies produced internally and ensures material availability for sales order fulfillment and production supply. Collaborates internally with customer care and other production planners.

Production Supervisor - Process Manufacturing : 
Ensures a smooth production process. Ensures that the manufacturing plan created by the production planner is executed under consideration of shop floor related issues like personnel shortage, machine breakdowns, etc.

Dangerous Goods Specialist - Product Compliance : 
Monitors the activities of the organization that involve dangerous goods, prepares accident reports, and the annual dangerous goods report.

Customer Service Manager (Customer Management) : 
Monitors and optimizes service processes, services planning, and coordinates services forces.

Sales Manager (Customer Management) : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.

Billing Clerk : 
Processes invoices in time, monitors and manages the invoice process, works on a prioritized worklist (e.g. sorted by invoice date and value of invoice requests), creates, releases, and sends invoice documents.

Cash Management Specialist : 
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Shipping Specialist : 
Processes outbound deliveries.

Project Manager (Commercial Project Management) : 
Manages execution of commercial projects ensuring scope, time, budget & client satisfaction.

Service Technician - Customer Service : 
Is responsible for fixing the issue with the equipment at site. Travels to the customer location and identifies the issue with the equipment. Proceeds with the necessary steps for fixing the issue which may include procuring additional spare parts.

Administrator - International Trade : 
Is responsible for scheduling jobs and monitoring job statuses for the integration with SAP Global Trade Services, SAP Watch List Screening and data providers of classification content.

Allocator (Retail) : 
Is responsible for the distribution of products from distribution centers to stores throughout the lifecycle of these products.

Transportation Planner : 
Manages transportation planning activities.

Shipping Specialist - Just-In-Time Supply : 
Processes outbound deliveries for Just-In-Time calls.

Solution Order Specialist : 
Manages solution orders for customers. Creates, updates, orchestrates and monitos the solution order, order execution and coordination across delivery organizations, delivering reports on orders, executing order changes, etc.

Receiving Specialist : 
Processes inbound deliveries.

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.

Customer Service Manager : 
Understands overall status and performance of the service management process, which gives insights into financial performance of the service process.

Order-to-Cash Process Manager : 
Monitors the efficient and effective operation of the order-to-cash process in a company.