Credit Approval from Mobile-SAP CRM

25/02/2015AGC Networks LimitedVikas Kumar/Runjhun Payal

SAP Technology

Mail to: vikas.kumar5@tcs.com

runjhun.payal@tcs.com

Confidentiality Statement

Include the confidentiality statement within the box provided. This has to be legally approved

Confidentiality and Non-Disclosure Notice

The information contained in this document is confidential and proprietary to TATA Consultancy Services. This information may not be disclosed, duplicated or used for any other purposes. The information contained in this document may not be released in whole or in part outside TCS for any purpose without the express written permission of TATA Consultancy Services.

Tata Code of Conduct

We, in our dealings, are self-regulated by a Code of Conduct as enshrined in the Tata Code of Conduct. We request your support in helping us adhere to the Code in letter and spirit. We request that any violation or potential violation of the Code by any person be promptly brought to the notice of the Local Ethics Counsellor or the Principal Ethics Counsellor or the CEO of TCS. All communication received in this regard will be treated and kept as confidential.

Table of Content

1. Description .41.1 Challenges .41.2 Benefits ..42. Solution Approach 53. Technical Approach64. Process Overview .74.1 Road Map .75. Advantages .141. Description

The World is changing and we all know consumer experience is the new standard for enterprise applications. The complex and feature-rich experience must be replaced by a simple, intuitive, and mobile experience. Keeping this in mind we took a step ahead in approval of credit limit for New customer. In B2B scenario, transaction of money is not as fast as in B2C. To overcome delay in process, we should enhance the decision making step in order to minimize time.1.1 Challenges

1. In any process a decision step is involved, where an action is required to move it further to the next level. In the process of clear order booking customer credit approval is required from higher management. Once it gets approved further processing of orders can be carried forward.2. Higher management is also involved in attending meetings, conferences which delay the work items as they are not supposed to work in the meetings.

3. If any step is pending for approval, then the other dependent processes will not be completed on time. This may lead to an escalation which is not a positive sign for any organization.

To overcome these challenges we have developed an application where credit of new customer can be approved from mobile. This will provide a positive impact for new customer and business for making the order get delivered on time. Customer satisfaction is always a challenge for Business and these kind of technologies can overcome this challenge.1.2 Benefits

The improved process will serve the following benefits:

1. Eliminating the need to Log into SAP to process the work item from Business workplace.

2. Increase mobility and efficiency as other dependent processes will be executed on time.

3. Hence, using this concept, we can now process work items, approve/reject them remotely, without having to log into SAP.4. New customer will turn to regular customer on 100% satisfaction. At the end its all about retaining and maximizing the count of new customers.

2. Solution ApproachActions:

Actions are used in maintaining and improving business relationships. We can schedule and start predefined conditions with theActionscomponent by means of user-definable conditions from transaction and marketing objects.

Actions use the Post Processing Framework (PPF), a Basis component, which can be automated with the initiation of outputs, follow-on documents or workflows.Using theActionstab page within a business document, you can display a list of actions that can be included in the business transaction.

An action profile is determined from the corresponding transaction type or item category.

Actions are stored as action definitions within an action profile.

You can control action processing using different settings and parameters:

Action changeable or executable in dialog

Action displayed in toolbar (SAP GUI)

Processing time (when saving the document or via selection report)

Partner dependence

Determination technique

Action merging

Processing types (with entry of the desired form name)

1.2FEATURES OF ACTIONSYou can define actions dependent on conditions so that the system automatically schedules and starts them when the conditions are fulfilled.With actions you can:

Create follow-up transactions automatically

Execute changes in the transaction or marketing object currently being processed, for example, create new items, or status inheritance by subordinate elements in marketing objects

Output in print, by faxing or e-mail

Actions are displayed in transaction documents that support actions and to which an action profile is assigned. You can display a list of actions scheduled for the document on theActionstab page of a transaction document. The following information is displayed in the list for each action:

Status (action scheduled, action processed)

Description (purpose of action)

Conditions (settings for action definition and conditions are displayed)

Creator, Creation date

There are various processing types for actions:

Methods (Business Add-Ins)

Methods are Business Add-In (BADI) implementations. You can define your own BADI implementation to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF is the relevant BADI.)

Examples for standard methods include the following:

COPY_DOCUMENT (create a follow-up document)

COMPLETE_DOCUMENT (set status completed within document)

CREDIT_MEMO (create credit memo item)

REPAIR_ITEM (create a repair item)

1O_EVENT_CREATE (create a workflow event)

SAP Business Workflow

This is suitable for more complex processes, for example, a follow-up transaction that includes an approval process.

Smart Forms

SAP Smart Forms must be used to print, e-mail or fax documents such as an order confirmation. You can use the graphics tool,SAP Smart Forms, to design the layout of output forms.

SAP delivers several Smart Forms for outputs in SAP CRM:

Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters, and e-mail)

Form CRM_ORDER_LEASING_01 (suitable for faxes, letters, and e-mail)

Form CRM_OPPORTUNITY_01 (suitable for faxes, letters, and e-mail)

SAP Smart Forms offer the advantage of adapting forms without requiring programming knowledge, thanks to a completely graphical user interface.

When you request a printout of a form, the application program obtains the relevant data to be used and prints it on the form. Data retrieval and form logic are separated from one another.

SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Smart Forms is supported).

2.0HOW TO CREATE AN ACTION2.1STEP-BY-STEP PROCEDURE2.1.1 Enter into any SAP-CRM Server and move to Transaction SPRO.

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions -> Actions in Transactions.

2.1.3 To create an Action Profile Click on. First read the documentation.

2.1.4 Now Press the Execute Buttonto start creating an Action Profile.

2.1.5 Select /Create Action profile: This is an initial step for defining an new action

2.1.6 Create Action: In this we will define the processing step. One action profile can carry multiple actions.

2.1.7 Set Action: In this an action will be triggered when required condition will meet.

2.1.8Select Action Processing

2.1.9 Select Processing method and assign the defined method against the action.

2.2.0 Enter Action description

2.2.1 Assign Schedule condition: When condition will meet on status E0002 , then action will get triggerd.

2.2.2 Complete

Technical Approach:

Whenever Credit approval is required for new customer, implementation ZACTION_PROFILE of BADI EXEC_METHODCALL_PPF will be called. Using this method a mail will be triggered to the approver to take action as per details in the mail body. Links are given to APPROVE or REJECT directly through the mail without logging into SAP system. The links given are that of web dynpro application created which captures users remarks and approval status. Also, the URL which is displayed on opening the links is encrypted ensuring confidentiality of the process. Once the user takes action i.e., APPROVE or REJECT then corresponding status is set. User can process the work item either through mail or through SAP inbox as in normal scenarios. In order to enable user to process work items offline we need to follow below mentioned steps.

Changes have been done for Execute method of implementation ZACTION_PROFILE. Function Module CRM_ORDER_READ is called to get all required details. Mail will be triggered with required details like Customer Name, Payment Term, Sales Organisation, Sales Group, PO Value to the Approver. A link for Approval / Rejection will be available in mail body so that agent can directly take action without logging into the system.

Create a web dynpro application with a view to display pop up window in main window when user clicks on APPROVE or REJECT link. The view will be designed as shown below.

On click of submit button status will be changed using function module CRM_STATUS_CHANGE_EXTERN as E0006 for Approval case and E0005 for Rejection case. Once action is executed, success message will be displayed.

On click of cancel button no action will take place. User can process the work item later when required.

In case the work item has already been processed by the user then corresponding message will be displayed as shown below.

3. Process Overview

3.1 Road MapThe following process shows a test scenario of the approval process for new customer.1. Initiate for Credit Release

Y

N

Customer PO Approval Mail

Create PO 200012 and Set the Status to Initiate for Credit Check as follows:

Action Profile will trigger a mail for the approval as follows:

Higher Management can Approve or Reject the request.

Now, click on Approve and the following screen will open.

Enter User and Password to Log On. & Add Remarks and Submit to Approve the Credit.

The Status will be set to Credit Released as shown below:

4. Advantage

1. This HTML E-Mail will demonstrate the data in Tabular Format and provide two links to the approver; APPROVE and REJECT.

2. These links are typical MAILTO links. On clicking either of these links, the system will generate an auto e-mail to send to the SAP System.

3. This e-mail will have the TO field auto-populated with the Offline System SAP ID and the Subject also auto-populated with the action (A or R, for APPROVE or REJECT) and the Work Item ID of the User Decision step that was sent to the approver.

4. User will not have to enter the SAP User ID or Password to send this auto email.

5. The user thus does not need to log on to the SAP System.

6. The user need not be in the SAP Network or VPN to send this email.

7. The user does not need to have SAP GUI present, since these links are not SAP Short Cut Links that need SAP GUI.

8. Any application that can process MAILTO links can send these auto e-mails. Hence this works even in handheld devices like iPhone, Blackberry, etc.

9. This works in various Internet Browsers. I have tested this in various versions of Microsoft Internet Explorer, Google Chrome, etc. Works on both Web Mail version of Microsoft Outlook and Normal Outlook

10. No need to schedule any batch job for programs like RSWUWFML2.

11. Highly customizable and easy to implement & No third party tool required.About Tata Consultancy Services (TCS)

Tata Consultancy Services is an IT services, consulting and business solutions organization that delivers real results to global business, ensuring a level of certainty no other firm can match. TCS offers a consulting-led, integrated portfolio of IT and IT-enabled infrastructure, engineering and assurance services. This is delivered through its unique Global Network Delivery ModelTM, recognized as the benchmark of excellence in software development. A part of the Tata Group, Indias largest industrial conglomerate, TCS has a global footprint and is listed on the National Stock Exchange and Bombay Stock Exchange in India.

For more information, visit us at www.tcs.com.

IT Services

Business Solutions

Consulting

All content / information present here is the exclusive property of Tata Consultancy Services Limited (TCS). The content / information contained here is correct at the time of publishing. No material from here may be copied, modified, reproduced, republished, uploaded, transmitted, posted or distributed in any form without prior written permission from TCS. Unauthorized use of the content / information appearing here may violate copyright, trademark and other applicable laws, and could result in criminal or civil penalties. Copyright 2011 Tata Consultancy Services Limited

Is there any error..??

Error should be removed. It will not allow to save with the status.

Set status "Initiate for Credit Approval"

Action got triggered for credit Approval

1

_1479714867.bin