Wednesday, March 25, 2015

HOWTO: Add attachments to workflow tasks

When working with SAP workflow, you might want to add attachments to workflow tasks or emails. In my specific requirement, I wanted to attach a quotation document generated by SAP CRM to the workflow task to approve this quotation.

Imagine you have sales reps offering sharp deals to your customers. As you don't want the deals to be too sharp, you set a number of parameters in which case you want the quotation to be approved.
When deciding on the approval, the salesmanager should be able to look into the deal at hand.

This article focuses on the step that the salesrep has submitted the quotation for approval. If you want more information on approval rules, output generation etc, feel free to contact me and I might be able to give some hints.

Wednesday, March 18, 2015

SAP Cloud for Customer (REX) - Routes

In this blog I will tell something about the functionality Routes in Cloud for Customer Retail a previous blog my colleague Marius van Ravenstein highlighted this new functionality in the February 2015 release of SAP Cloud for Customer:
Execution and share my experience with this new functionality. I call this new functionality because the existing functionality Tour became obsolete with the 1502 release. In

With the 1502 release there’s new functionality for route planning making the Tour functionality in the Visit workcenter obsolete. With the route planning you’re able to create route templates which you can copy and automatically generate visits from, before this was basically a manual activity. This is a very useful addition because many companies who are using retail execution are used to execute the same visit planning, for example, every month so with this functionality they can create a master template  and copy it to create the same visit planning for the next few months.  

Wednesday, March 11, 2015

Authorisations in Cloud for Customer

When implementing business systems, authorizations should be considered an important topic. You don't want to enable everyone to adjust your sales pipeline, change customer data or approve quotations.

In previous blogs my colleagues have already written a few things on dynamic page lay-outs and code-list restrictions, which can all be part of your authorization configuration. I thought it could be helpful to give you a complete overview of the authorization possibilities in SAP Cloud for Customer.

Wednesday, March 4, 2015

The impact of SAP Cloud 4 Customer on your company

SAP Cloud 4 Customer is a great product to mobilise and improve your salesforce while accelerating customer engagement. The implementation of Cloud 4 Customer can be as easy as a walk in a park. 
Like any software-as-a-service, all you need to do is request a system, get access, set up the system based on best practises and you'll be up and running in 4 to 6 weeks.