To track Urgent orders in App->My Inbox

[ak04]

Hi experts,

We have a requirement to track the sales orders that are marked as urgent in app-> My Inbox.

The background is that user would identify such orders and while processing they would indicate this Urgent check (e.g Custom field-> IsSOUrgent) manually at sales order header level.

When we explored further, there is an option available to define this Custom field-> IsSOUrgent as one of the Alternative preconditions (i.e using BADI) under sales order workflow setup.

However, this would lead to more manual effort to have an additional workflow set up separately by having this check for Custom field-> IsSOUrgent for different entities.

This would mean that it has to go through multiple sequence of checks in workflow and also bit difficult to handle from maintenance point of view.

Can you suggest is there any alternative way to achieve this functionality?

Please note that we operate in 2SL landscape.

Kindly suggests.

Thanks in advance.

[DequanXu]

Hello,

To address the requirement of tracking urgent sales orders marked via a custom field (e.g., `IsSOUrgent`) in the My Inbox app without setting up a complex and maintenance-heavy additional workflow, you can consider utilizing the Situation Handling framework available in SAP S/4HANA Cloud. This framework allows you to automate the monitoring and notification process for specific business situations as defined by your business needs.

Here's how you can leverage Situation Handling to manage urgent sales orders:

1. **Define a Situation Type for Urgent Sales Orders**:
- You would create a situation type specifically for sales orders where the `IsSOUrgent` field is marked. This situation type can be configured to automatically trigger notifications or actions when an urgent sales order is detected.

2. **Automatic Notification**:
- Once the situation type is activated, responsible users can get automatically notified when a sales order is marked as urgent. This ensures prompt attention without manual intervention to check the status regularly.

3. **Actionable Insights**:
- In the My Inbox app, users can receive direct links to the urgent sales orders, allowing them to take appropriate actions swiftly. Additionally, this can be configured to provide options like accelerating the approval process or prioritizing these orders in logistics.

4. **Manage and Adapt Situation Types**:
- You can manage the conditions, recipients, and actions of the situation type according to changing business requirements through the Manage Situation Types app.

This approach not only reduces the manual effort involved in tracking such sales orders but also enhances the responsiveness and adaptability of your operations to critical business requirements. It avoids the complexities of modifying the existing workflow for sales orders, making the system easier to maintain and manage.

For detailed instructions on setting up Situation Handling for sales orders and using the Manage Situation Types app, you can refer to the following links:
- [Manage Situation Types](https://help.sap.com/docs/SAP_S4HANA_CLOUD/a376cd9ea00d476b96f18dea1247e6a5/60748ea9f37d4692912578b6...)
- [Situation Handling](https://help.sap.com/docs/SAP_S4HANA_CLOUD/a376cd9ea00d476b96f18dea1247e6a5/516c8ecb7462453ca430a424...)

Best regards,

Dequan Xu

[ak04]

Hello Dequan Xu,

Thanks for your quick response. Had a quick glimpse of this functionality. 

For our requirement, just to activate only one custom field, any idea which of these options (standard or extended) we can harness?

As per my understanding, if we go by standard template, we can't use the filter options for Custom field in situation types? Right?

In that case, do we need to go for extended option?

Thanks and appreciate your views if any.