Cloud for Customer quotes with approval process in ERP or S/4HANA

[sascha_zimmermann]

Symptom:

The synchronous pricing call from the sales quote in Hybris Cloud for Customer to ERP or S/4HANA is running into a time out if the sales quote is very big (1000+ items).

Prerequisites:

1. You are doing sales quote replication from Hybris Cloud for Customer to ERP or S/4HANA.


2. The prices in the Cloud for Customer quote are calculated synchronously in ERP.


3. You need the prices to trigger an approval process.

Solution:

Skip the synchronous pricing call in the sales quote, directly replicate the quote to ERP or S/4HANA and introduce an approval process in ERP or S/4HANA. To do so the following steps have to be performed.

Configuration steps:

1. Create the following user profile in ERP in IMG following the path Sales and Distribution -> Sales -> Sales Documents -> Define And Assign Status Profile. Assign a valid Authority code to the status REAL.


2. Naviate to Object Types and check Sales order header  


3. Navigate back to User Status and then go into details of the status CRTD. Choose the business transactions that should be forbidden if the quote is not released.


4. Assign the status profile to the ERP quote type.


5. Create a new quote type in Cloud for Customer, switch off the synchronous pricing call and rely on asynchronous pricing for this quote type as shown below. (1802 feature)


6. Create Code List Mapping for the new quote types.

 

Business steps:

1. Create a quote with the new quote type in Cloud for Customer. Submit the quote without triggering the pricing.


2. The Cloud for Customer quote is replicated to ERP and the user status CRTD is assigned to the replicated quote in ERP initially. A sales order cannot be created with reference to this quote during this status. The status can be checked on the status tab on header level of the ERP quote.


3. The status can be changed if you navigate to Object status and if you have the needed authority.


4. Once the status is changed to REAL, follow-up documents can be created again for the quote.