Create Sales Order Business Process

1. In the Lobby, choose Create.

   The lobby is a central page for creating, accessing, and managing your projects in SAP Build. You can access business application processes, company configured templates, and other resources for your end-to-end business process.

   

2. Pick Build an Automated Process.

   

3. Select Business Process.

   Business Process Projects are a collection of skills in SAP Build Process Automation. Projects are part of the internal business processes of a company and are defined based on business scenarios. A project can contain a set of processes, forms, automations and decisions, which are reusable artifacts.

   

4. In the Create a Business Process dialog box, do the following:

   • Enter a Project Name: Sales Orders Management.In workshops, use: <your unique identifier>_Sales Management.
     >Tip: Always use a name that would help users distinguish your workspace from others.
   • Enter a Short Description: Sales Orders Management Project.
   • Choose Create.
   

1. A new tabs opens with the newly created project.

2. In the Create Process dialog box, provide the following:

   • Enter a Name: Order Processing.
   • Enter a Description for your process: A process to handle sales orders.
   • Choose Create.

   Inside a project, you can create a process. This process is equivalent to a workflow in any business scenario. You can create this process from different skills such as forms, decisions, automations.

   

   The form Identifier field is auto-filled.

1. Click on + > Create > Data Type.

   

2. Create a datatype Sales Order.

   

3. Click on New Field to add new fields to the datatype Sales Order.

   

4. Repeat the process to add all the fields of the type as shown below.

   Field Name	Type
   material	String
   orderAmount	Number
   shipToParty	String
   salesOrderType	String
   salesOrganisation	String
   distributionChannel	String
   shippingCountry	String
   expectedDeliveryDate	Date
   division	String

   Your final data type looks as below.

   

1. Click on + > API > New API Trigger.

   

2. Enter the name as Sales Order Trigger.

   

3. Choose Inputs. Then choose Configure to configure inputs.

   

4. In the Configure Process Inputs window, choose Add Input to add parameters.

   Add the following parameter:

   Name	Type
   salesorderdetails	Sales Order

   Apply changes.

   

5. Save the project.

Navigate back to the Process builder Canvas to create an Approval Form.

1. Click on + > Approval > New Approval Form.

   

2. Enter the name as Approval Form.

   

3. Click on Edit form.

   

4. Design the form by dragging and dropping the corresponding form elements as shown below.

   Form Fields	Field Settings with Label	Configuration(Read Only)
   Approve Sales Order	HeadLine1
   A new order has been received. Please review and confirm whether the requirements can be met or not.	Paragraph
   Material	Text	X
   Order Amount	Number	X
   Text	Customer Name	X
   Expected Delivery Date	Date	X
   I acknowledge that we have received your order and will process it based on the availability	Checkbox
   Message to Buyer	Text Area

   

5. Save the form.

6. Click on the Approval Form and configure the Subject and Recipients.

   In the Subject section:

   • Enter Please review.
   • Select Material from the sales order details.

   Enter your login ID(email) in the Recipients section.

   

7. Configure the inputs of Approval Form. Navigate to Inputs and map the fields accordingly.

   

1. Click on + > Forms > New Form.

   

2. Enter the name as Order Confirmation Form.

   

3. Click on Edit form.

   

4. Design the form by dragging and dropping the corresponding Form elements as shown below.

   Form Fields	Field Settings with Label	Configuration(Read Only)
   Headline 1	Order Confirmation
   Paragraph	Your order has been received and accepted for delivery. We will send you the details as soon as the order is shipped. You can find the details of your order below, please review and verify your request:
   Text Area	Message from the supplier:	X
   Text	Material Name	X
   Text	Customer Name	X
   Number	Order Amount	X
   Date	Expected Delivery Date	X
   Paragraph	Please press the SUBMIT button to acknowledge the order status.

   

5. Save the form.

6. Click on the Order Confirmation Form and configure the Subject and Recipients.

   In the Subject section:

   • Enter Your Order.
   • Select Material from the sales order details.
   • Enter has been approved.

   Enter your login ID(email) in the Recipients section.

   

7. Configure the inputs of Order Approval Form.Navigate to Inputs and map the fields accordingly.

   

In this step,you will send out an email notification if the order is rejected.

1. Select the Approval Form and add Mail to the Rejection node.

   

2. Once you have successfully added Mail ,let’s configure Mail Header and Mail Body.Enter the your login ID(email) in the To section.

   

3. Click on Open Mail Body Editor.

   • Enter Your order
   • Select material from the salesorderDetails.
   • Enter has been rejected.
   • Click on Apply.
   

4. Link your Send Mail to End.

   

Once the process with forms is designed, define which process flow should run based on if/else condition criteria.

1. To add a condition to a process open the Process Builder. Choose + next to the Trigger. Select Controls then Condition.

   

2. To configure the condition, choose Open Condition Editor.

   

   Process content will contain a list of attributes that have been defined in previous skills. For example: in the screenshot, you can see attributes from the API trigger. You will use this process content to configure different skills during business process modelling.

3. Edit your branch condition:

   • Set orderAmount from the process content.
   • Select is greater than.
   • Enter 100000 as the value.
   • Choose Apply.
   

   You have configured your if branch to: if Order Amount is greater than 100000.

In this step,you will create a notification form which would be recieved by supplier if the order is approved automatically with out any approvals.

1. To add the new form, you will use the Duplicate feature. Select the Overview.

   • Find Order Confirmation Form under the Artifacts section and select three dots (…).
   • Choose Duplicate.
   

2. In the duplicate artifact pop-up window change the name to Auto Approval Notification and select Duplicate.

   

3. The form is automatically opened in the form builder. Change the Auto approval form in the form builder to reflect the data for auto approval use case.
   Design the notification form, the same way as in the previous steps, to send another notification to the requester about auto-approval.

   Modify the Layout fields:

   Form Fields	Field Settings with Label	Configuration(Read Only)
   Headline 1	Automatic Order Confirmation
   Paragraph	Your order has been received and we will send you the details as soon as the order is shipped. You can find the details of your order below, please review and verify your request:
   Paragraph	Your Sale’s Order Details:
   Text	Material Name	X
   Text	Customer	X
   Number	Order Amount	X
   Date	Expected Delivery Date	X
   Paragraph	Please press the SUBMIT button to acknowledge the order status

   

4. Save your work.

5. Go back to the process builder and add the auto approval form to the Default node.

   

6. Configure the General section.

   Under Subject:

   • Enter: Your order.
   • Choose: material from salesorderdetails.
   • Enter: has been successfully received.

   Under Recipients Enter your login ID(email).

   

7. Configure the Inputs section.

   Form Input Fields	Process Content Entry
   Customer Name	shipToParty
   Material Name	material
   Order Amount	orderAmount
   Expected Delivery Date	expectedDeliveryDate

   

8. Connect the outgoing flow of the Auto-approval Notification form to the End activity.

   

Click on Save to save your work.

Once you have successfully completed project ,your final process looks as below.

This completes the process design with condition criteria that will decide what process flow is executed and whether there will be an auto-approval or a one-step approval route.
Now the business process is ready to integrate with SAP Build Apps.