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0% found this document useful (0 votes)
49 views395 pages

BSD 2023

Uploaded by

Amit Shinde
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Business Scope

SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023 FPS2)


SAP S/4HANA Cloud Private Edition: Business Scope Outline

Introduction
Intelligent,
sustainable
Enterprise
Service
SAP S/4HANA
Evolution and
Sales
Roadmap Manufacturing
Modular
Supply Chain
Application
Sourcing &
Portfolio (MAP) Procurement

2023
Delta
Highlights

• SAP Master Data Governance


• Responsibility management
• Intelligent situation automation
• Enterprise contract management
Finance • Embedded analytics
• Intelligent technologies
R&D
Migration cockpit
Asset Management •

Human
Resources cross topics
Public | underline indicates link to the respective slide in this document 5
Introduction
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


SAP Portfolio

Public 7
SAP Portfolio: SAP Business Technology Platform

Migrate and maintain relevant data,


deliver trusted master data, and keep the core clean by decoupling Value Proposition:
custom code • Secure & compliant
• Open & flexible
• Unified & simple
Integrate, optimize, and automate processes
• Broad ecosystem
with 2,000+ prebuilt integrations and comprehensive tools
• Enterprise-grade & scalable
• Business-centric
Innovate to gain a sustained competitive advantage
with high value SAP BTP solutions including analytics and intelligent
technologies embedded in SAP S/4HANA
App Development Integration Data and Analytics Intelligent Technologies

▪ Process automation ▪ Process integration ▪ Database ▪ Pre-built AI models


▪ Digital experience ▪ Data integration ▪ Data management ▪ Intelligent processes
▪ Visual Low-Code / ▪ API led integration ▪ Data warehouse ▪ Self-learning programs
No-Code programming ▪ Event based integration ▪ Analytics & planning ▪ Data security &
▪ Development Operations decentral persistence

Public 8
SAP Portfolio: Cloud Enterprise Resource Planning

buy supply make sell service

finance design maintain people cross

Adapt to volatile markets and disruptions Drive real-time insight


with dynamic reallocation of resources eliminating manual effort, increasing
Drive step change improvement productivity
in time and drive insight into action Operate as ONE
Design new business models for processes, operations and networks
and maximize existing ones Decide and act
immediately from anywhere
Public 9
SAP Portfolio: Cloud ERP: GROW and RISE with SAP
Differentiated cloud journeys

Start Fresh with SaaS Cloud ERP Modernize your legacy ERP from SAP

GROW with SAP RISE with SAP


SAP S/4HANA Cloud Public Edition SAP S/4HANA Cloud Private Edition
is a ready-to-run cloud ERP that delivers the latest is a tailored-to-fit cloud ERP that adapts to your organization’s
industry best practices and continuous innovation unique transformation

• Run on the industry standard • Run on your own standard


• Accelerate business growth • Modernize your business
• Keep innovation moving • Keep the control

Customer Journey Customer Journey


Implement a ready-to-run SaaS cloud ERP that delivers the Migrate customers to cloud by leveraging their existing ERP or
latest industry best practices and continuous innovation. This is deploying greenfield. This is for customers to realize a tailored-to-fit,
for net new and existing customers who want to start fresh with clean-core cloud ERP that adapts to their unique
a greenfield SaaS cloud ERP. transformation.

Public 10
SAP Portfolio: RISE with SAP S/4HANA Cloud Private Edition

AP Cloud Ope
ith S rat
w io
Cloud ERP SE

ns
RI
Future-proof your business with a
Cloud ERP enhanced with Business AI

RISE with SAP Cloud Operations


Unlock agility with a cloud operating model
Cloud ERP

RISE with SAP Methodology


Transform and enable continuous
innovation with best practice guidance IS g

y
R
Ew lo
it h S d o
AP M e t ho

Public 11
SAP Portfolio: Industry Solutions

Discrete Manufacturing Consumer Energy & Natural Resources Service Industries


• Aerospace and Defense • Agribusiness • Chemicals • Engineering, Construction,
• Automotive • Consumer Products • Mill Products and Operations

• High Tech • Fashion • Mining • Media and Entertainment

• Industrial Manufacturing • Life Sciences • Oil, Gas, and Energy • Passenger Travel and Leisure

• Retail • Utilities • Cargo, Transportation, and Logistics

• Wholesale Distribution • Professional Services


• Sports
Public Services
• Telecommunications
• Defense and Security
• Government Financial Services
• Healthcare
• Banking
• Higher Education
• Insurance
and Research

Public 12
Industry-specific features and functions
in SAP S/4HANA Cloud Private Edition

from Automotive from Utilities from Retail & Fashion / Wholesale


• Integrated Product and Process Engineering • Asset Operations and Maintenance • Master Data Management for Merchandising & Fashion
• Packaging Logistics • Meter Logistics and Operations Services • Omnichannel Merchandise and Assortment Planning
• Executing Inbound Deliveries • Intelligent Meter Reading Processing • Pricing and Promotions
• Just-in-Time, Just-in-Sequence • Bill to Cash for Energy Prosumers • Merchandise Procurement
• Automotive-specific Kanban features • Credit and Collection Management • Demand and Supply Planning
• Production Backflush for Discrete Industries • Customer Interaction Center • Inventory Management and Order Response
• Self-Billing and Evaluated Receipt Settlement • Store Commerce
• Scheduling Agreement Processing (enhancem.) from Oil & Gas • Planned and Production Order Management for Fashion
• Vehicle Management System, Vehicle Search • Hydrocarbon Product Management • Demand and Supply Segmentation
• Long Material Number • Trader’s and Scheduler’s Workbench (TSW) • Supply Assignment
• Joint Venture Accounting
from E&CO, Aerospace & Defense, Mill • Retail Fuel Network Operations from Banking
• Equipment Tools Management • Secondary Distribution Management • Average Daily Balances
• Bill of Services • Amount Field Length Extension in the General Ledger
• MRO Maintenance, Repair & Overhaul • Multi-Currency Processes and Accounting
• Order Combi. for Prod. and Process Orders (Mill) • Error Correction and Suspense Accounting

from Consumer Products from Professional Services


• SAP Direct Delivery (SDD) – Last Mile Distribution • Commercial Project Management
• Catch Weight Management (incl. conversion)
• Commodity Management from Media
• SAP Agricultural • Product Master Hierarchy
Contract Management

Public 13
SAP Portfolio: Sustainability

PROCUREMENT

Combining ERP data and sustainability data


FINANCE

Go Beyond Gain a Competitive


SAP Cloud ERP Precise & Actionable
Regulatory Advantage and the
Business Processes Sustainability Insights
Compliance Power to Act
SAP S/4HANA Cloud
SUPPLY
CHAIN
Embed sustainability Use trusted actuals Drive meaningful Unlock new value,
SAP Sustainability at the core of your rather than averages change and build a opportunities, and
business operations and estimates future-proof system impact at scale

SALES

... Artificial Intelligence Sustainability Industry Innovation

Public 14
SAP Portfolio: Business Processes
Gain the visibility needed to automate and innovate effectively

Co-create your future Improve your business


processes continuously
• Collaborate with your team on • Provide full transparency over your
improving and reinventing your processes and who is responsible
processes using a single for which task.
source of truth.
• Engage all stakeholders and create a
• Model, design, document all steps. culture of constant optimization.

Identify and remove


bottlenecks
• Gain instant insights into your
current process performance to
understand where to transform.

• Leverage recommendations to
understand how to transform.

Public 15
SAP Portfolio: 20000+ Partner Ecosystem

Public 16
SAP Portfolio: Business AI
Generative AI capabilities in RISE with SAP

Relevant Reliable Responsible

Joule
A copilot that truly understands your business

Embedded AI

Supply chain Human capital Spend


Customer Business Customized AI
Cloud ERP relationship Technology
management management management
management Platform

AI Foundation
on Business Technology Platform

AI ecosystem partnerships and investments

Public 17
SAP Portfolio: Business
Drive business growth with cloud ERP powered by AI

Business
Accelerate processes and optimize decisions
AI-powered processes and data-driven insights and
recommendations to make faster, safer decisions

People
Multiply productivity and increase efficiency
Transform work through automation and simplified
user experiences to drive business outcomes

Public 18
SAP S/4HANA Cloud Private Edition
Modular Application Portfolio (MAP) Download

Procurement Supply Chain Manufacturing Sales Service


Modular Cloud
LoB Solutions

• Guided buying • Integrated business planning • Digital manufacturing • E-Commerce • Service cloud
• Supplier management • Global batch traceability • Sales automation • Field service management
• Business network • Logistics business network • Customer data • Customer relationship
• Transportation management • Marketing management
• Extended warehouse management • Customer service
• Advanced warehousing • Ext. Production planning & scheduling
SAP S/4HANA
LoB Solutions

• Central procurement
$ • Sourcing and contract (extended) • Advanced transportation • Ext. prod. engineering & operations
• Advanced order promising • Environment, health, and safety
• Service parts distribution
• Operational procurement • Inventory • Production engineering • Order and contract management • Service master data and agreement
• Sourcing and contract • Warehousing • Production planning • Sales force support • Service operations and processes
• Supplier management • Delivery and transportation • Production operations/options • Solution Business Management • Service parts management
SAP S/4HANA Cloud
Enterprise Management

• Procurement analytics • Order promising • Quality management


Private Edition

• Invoice management • Logistics cross topics • Manufacturing insights


• Circular economy logistics
• Accounting and financial close • Enterprise portfolio and • Maintenance management • Time sheet management
• Application lifecycle management
• Financial operations project management • Organizational structure
• Intelligent business processes
• Cost mgmt. and profitability analysis management
• Business technology platform
• Enterprise risk and compliance
• Extensibility framework
• Adv. accounting, financial close • Extended enterprise portfolio and • Resource scheduling • HR administration • Sustainability solutions
• Spatial asset management • • Industry specifics
SAP S/4HANA

• Adv. financial operations Time management


LoB Solutions

project management
• Treasury management • Product lifecycle management (linear asset management) • Payroll, reimbursement and rewarding
$
• Commodity management • Product compliance • Talent mgmt. and learning mgmt.
• Real estate management • HR strategy and planning
• Subscription billing and revenue mgmt. • Travel management

• Governance, risk, and compliance • Enterprise product development • Asset performance management • Core human resources and payroll
Modular Cloud

• Collaborative project management • Time and attendance management


LoB Solutions

• Multi-Bank connectivity • Mobile asset management


• Cash application • Spatial asset mgmt. (geo • Talent management
• Analytics cloud for planning framework) • Human capital analytics
• Asset collaboration
Finance R&D Asset Management Human Resources Cross Topics

Public Additional license required | Additional license and implementation required 19


Evolution of SAP S/4HANA Cloud Private Edition

adv. ATP Greenhouse


Ext. Warehouse Transportation Service Parts Adv. Variant Stockroom Supply-based Adv. Shipping
Available-to- Gas Emissions
Management Management Management Configuration Management Confirmation & Receiving
Promise in TM

Prod. Adv.Prod. Work Center


Constraint- Accelerated Demand-Driven Predictive Optimized Collaborative
Engineering & Scheduling Capacity
Based Planning MRP (live) MRP MRP MRP MRP
Operations Board Evaluation

Portfolio & advanced


Product Service Direct Sales Force Solution Sales Order Service with
Project Intercompany
Compliance Management Delivery Support Business Automation adv. Execution
Management Sales

Commercial Predictive
Business General Material Central AI GR/IR Entitlement HCM on
Project Liquidity
Partner Ledger Ledger Procurement reconciliation Management SAP S/4HANA
Management Forecast

SAP S/4HANA
SAP HANA SAP FIORI Intelligent (cloud) Hyperscaler RISE 2 yearly Clean
Cloud ABAP
(data base) (UX) Technologies Integration (IaaS) with SAP Release Core
environment

1511 2023

Public 20
Delta Highlights SAP S/4HANA  SAP ECC 202
3

• Extended Warehouse Mgmt.


(EWM) • Accelerated MRP (Live)
• Central Procurement • Advanced Intercompany • Service with
• Advanced Available to Promise • Predictive MRP Advanced Execution
• Product Sourcing • Condition Contract
• Direct Delivery • Demand-Driven MRP Management • In-House Repair with
• Carbon Footprint in procurement
• Constraint-Based Planning (PPDS) • Solution Business Advanced Execution
• Service Procurement • Advanced Shipping and Receiving
• Supply Based Confirmation • Item-Based
• Supplier Evaluation • Extended Service Parts Mgmt. • Sales Force Support
Accounting
• Greenhouse Gas Emissions • Production Engineering and • Sales Order Automation in Service
• Catalog Buying
Operations (PEO)
• Unified Package Builder

buy supply make sell service

key topics finance design maintain cross topics


• SAP HANA Database • Universal Journal • Key-User and Developer Extensibility
and Real-time Analytics • Group Reporting • Product Compliance • Responsibility Mgmt.
• Phase-Based
• State of the art SAP Fiori UI • Central Finance • Adv. Variant Configuration Maintenance Process • Enterprise Search
• Intelligent Technologies • Multi-Bank Connectivity • Software Constraints • Work Packs • Master Data Governance
• New and updated functions • Doc. & Reporting Compl. • Change Record • Asset Performance Analysis • Flexible Workflow
• Out-of-the-box integration • Financial Compliance Mgmt. • Intelligent Scenario Lifecycle Mgmt.

Public 21
SAP S/4HANA Cloud Private Edition Innovation Highlights 2023 2023
FPS0+1
2023
FPS2

Procurement Supply Chain Manufacturing Sales Service

Version and pricing AI-assisted planning Advanced Analytics for AI-assisted monitoring Combined in-house repair and
comparison for contracts in Transportation cockpit prod. Plan. / detailed scheduling of sales order fulfillment issues field service in one service order
FPS2
Controlled information access AI-assisted Sales Order specific Hybrid Sourcing in Non-serialized products
for sourcing projects creation of inbound cargo docs BoM and Routing (PEO) adv. Available to Promise in in-house repair

Carbon Footprint Data Greenhouse Evaluate Role-Based Access Service with


in Sourcing Projects Gas Emission Work Center Capacity to Price Elements Advanced Execution

Manage Model Product Adv. Shipping and Receiving Advanced Monitor Sales Orders with Joule Item-Based
Specifications in Decentral WM Scheduling Board and Business AI Accounting in Service
FPS0
+
FPS1
Closing with Synchronization of Company Automatic Attachments Integration with RISE with SAP
Account Balance Validation Owned Phrases for Output Items Microsoft Teams Premium Plus

Predictive Substance Object List Entries SAP Clean core


Liquidity Forecast Volume Tracking to Maintenance Items Collaboration Manager concept

Plan-versus-actual analysis with Simplified planned services Manage Inspection Checklists Analyze project transfers
the transfer of plan data in lean service procurement (new app) in Migration Cockpit
SAP Joule
FPS2
Navigation
Subscription Order Joule support AI-assisted maintenance AI-assisted
(Integration with SAP GTS) for project assistants order recommendation Master Data Governance

Finance R&D Asset Management Cross-topic

Public RISE only What's New Viewer | SAP Help Portal 22


SAP S/4HANA Cloud Private Edition, and SAP S/4HANA
Release strategy for 2023 → 2025 and definition of deliveries
Executive Summary

[1] SAP S/4HANA 2023 released for SAP S/4HANA Cloud Private Edition and SAP S/4HANA OP with RTC on October 11 th, 2023
[2] 2 years innovation phase delivered via 3 Feature Package Stacks (FPS)
[3] 5 years standard maintenance phase (until Dec, 2030 for SAP S/4HANA 2023
[4] SAP S/4HANA 2025 planned for Oct. 2025
[5] SAP will continue to support SAP S/4HANA until 2040

2023 2024 2025 2026

Q1 Q2 Q3 Q4
Q4 Q2 Q4 Q2 Q4

SAP S/4HANA 2023 FPS01* FPS02* FPS03* Mainstream maintenance


28.02.2024 Oct. 2024 Feb. 2025 until Dec. 2030*
New release incl. new Technology Stack
(ABAP Platform 2023, SAP HANA 2.0 SP07* (technically SPS01 / SPS02) SPSxx* Support Package Stack
(technically SPS03)
minimal version for customers) (technically SPSxx)

Q2 Q4 Q2
Important Links:
• Release and maintenance strategy for SAP S/4HANA SAP S/4HANA 2025*
• Restriction Note
Oct. 2025 FPS01* FPS02* FPS03*
• Recommendations of the SAP HANA database for SAP S/4HANA
(incl. new technology stack)
Public * This is the current state of planning and may be changed by SAP at any time without notice. 24
SAP Fiori
For an overview on all available
apps see Fiori Apps Library

SAP Fiori Launchpad


as single point of entry Domain-specific information
Enter details and explore in depth
and actions

Provide overview on Work on a list of business Manage individual


business relevant data objects business
objects

Overview page List report page Object page

Start from an individual home page: Investigate and drill-down from: Carry out transactions:
• Role-based spaces and pages • Overview pages (graphical) • Combined in native SAP Fiori apps
• Customization via dedicated apps • Analytical list pages (hybrid) Analytical list page • Based on insights from embedded analytics
• First insights with KPI tiles • List report/worklist (list) • With the SAP Fiori visual theme

Public 25
SAP Mobile Start

Native Entry Point


• Instant mobile access to the Intelligent
Enterprise Suite
Notification • Native launchpad to access native and
s web apps mobile on iOS devices

Deep UX Integration
• Spotlight search for app content
Web apps
• Widgets to monitor important content
• Native notification to react instantly
Native apps

Web
Tailored Content
links • Maximized focus on role-specific topics
through persona-centric content
News feeds
• Personalized mobile User Experience

Improve End User Productivity Connect Anywhere Set Up Easily

Public 26
SAP S/4HANA Cloud Private Edition: Customer References

100% of purchases &payments 15% Increase in efficiency of 10% Increase in production 20% faster execution of back-order >95% improvement of metrics
moved from informal systems. reconciliation efficiency, catering to customer processing. delivery to teams, from three days
needs to on demand
100% of vehicles managed 15% Improvement in efficiency of 20000 tree-equivalent savings in
throughout their lifecycle warehouse management carbon emissions 320 team members collaborating
25% Improved accounting and
4x faster quarter-end close. 50% Reduction in the time required material management controls 23% increase in developer efficiency on enterprise plans
for monthly closing
15% Improvement in product 1 source of truth across 200 profit
More info Modern Farming: Creating Precision Livestock Farming with a 360-Degree quality centers
View of Each Cow’s Data (sap.com) Watch the video
through parameters defined in
processes

160% reduction in data 15% Reduction in total cost of 3,500 processes redesigned 275,000 Employees worldwide
compression costs. ownership have a single point-of-entry to all RISE at SAP Value Stories(flippingbook.com)

55 country operations transformed SAP applications


180% increase in data load speed. 16% IT operating expense savings
99.97% Increased system
100% Availability of 18 months to complete the project availability with a simplified global
applications and services IT infrastructure
More info
More info 1,200+ Terabytes of data moved
to the cloud SAP Customer Reviews & Stories

Public $ Additional license required | Additional license and implementation required 27


Sourcing &
Procurement
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Sourcing and Procurement: Business area overview

Modular Cloud
LoB Solutions • SAP Ariba
• SAP Fieldglass
$ additional license • SAP Build Process Automation (iRPA)
additional installation

Central Procurement Integrate the SAP S/4HANA hub system with multiple SAP ERP and SAP S/4HANA
back-end systems. Optionally you can leverage SAP Ariba solutions: e.g., guided buying
SAP S/4HANA capability and catalog.
LoB Apps
Sourcing and Contract
$ additional license
Management (ext.) Simplify the direct material sourcing process to increase savings on direct material
spend and reduce the cost of sourcing operations

Streamline the buying process by integrating automated or manual function.


Procurement Overview
Support human decision making by analytical visualization embedded within transactional
Operational Procurement applications.
Determine the actual cost of product-based purchasing rebate agreements with suppliers.

Sourcing and Contract Ensure delivery of committed quantities and values.


SAP Find, negotiate, and contract the most qualified, reliable sources and suppliers
SAPS/4HANA
S/4HANA Management
efficiently.
Enterprise
Enterprise
Management Get accurate invoices to accounts payable faster with electronic invoicing and
Management automated verification.
Invoice Management
Improve the invoice processing lifecycle with higher transparency and at faster
rate/pace.
Gain visibility to determine the right mix of suppliers, best serve to business objectives,
Supplier Mgmt. and and reduce overall supply risk. Collect carbon footprint data from suppliers
Procurement Analytics Reveal near-real-time insights into organizational spend, suppliers, and market
information.

Public 29
Sourcing and Procurement: Business area overview

Modular Cloud
LoB Solutions • SAP Ariba
• SAP Fieldglass
$ additional license • SAP Build Process Automation (iRPA)
additional installation

Central Sourcing Central Purchase Contract Processing


Central Procurement
SAP S/4HANA Central Requisitioning Central Purchasing Central Purchasing Analytics
LoB Apps
Sourcing and Contract
$ additional license
Management (ext.) Product Sourcing

Self-Service Requisitioning Purchase Order Processing Purchase Order Collaboration


Operational Procurement
Requirements Processing Services Purchasing and Recording Purchasing Rebate Management

Sourcing and Contract


Source Assignment Purchase Contract Management
SAP
SAPS/4HANA
S/4HANA Management
Enterprise
Enterprise
Management
Management
Invoice Management Invoice Processing Invoice Collaboration

Supplier Classification and Segmentation Supplier Evaluation


Supplier Mgmt. and
Procurement Analytics Spend Visibility Real-time Reporting and Monitoring

Public 30
Sourcing and Procurement: Operational Procurement

Purchase Order
Operational Procurement Self Service Requisitioning Purchase Order Processing Requirements Processing Purchasing Rebate Mgmt.
Collaboration
Consumer-grade UX and Indirect and direct procurement leveraging integration with Control over automation Harmonized UX for both
cross-catalog search other business areas, automation and harmonized UX. and manual intervention goods & service
enabling employees to Analytical apps to monitor the status of POs. where appropriate. purchasing processes.
adopt procurement Comprehensive business process integration with Business Human decision making Simplified limit (value-
processes and policies. Network. supported by analytical only) PO items to control
Enhanced workflow to Flexible workflow enhancements like maintain deadlines in visualization embedded over “unplanned” services
complete purchase POs or add tax dates. Increased visibility by including within transactional and record details via Fiori
requisitions. quantity delivery deficit situation in manage purchase applications. service entry sheet
Workflow inbox Fiori order Fiori app. application.
app and notification
center.

Services Purchasing and


Recording

Harmonized UX for both


goods & service purchasing
processes.
Simplified limit (value-
only) PO items to control
over “unplanned” services
and record details via Fiori
service entry sheet
application.
PO Items w. Overdue Delivery Monitor Purchase Order Items

Public 31
Sourcing and Procurement: Sourcing and Contract Mgmt. | Invoice Mgmt.

Sourcing and Contract


Source Assignment Purchase Contract Mgmt. Invoice Mgmt. Invoice Processing Invoice Collaboration
Mgmt.

Analytics apps to monitor Analytic apps manage the Upload of supplier invoice attachments can be
RFQs and compare supplier status of contracts and implemented fully automated without user interaction.
quotations. For full online agreements. Fiori apps to help manage supplier invoices and payment
RFQ process support use Predictive algorithm to blocks.
simple offline RFQ apps to monitor contracts to help plan Upload scanned invoice copies for manual invoice
seamlessly integrate with contract negotiations. processing (optional integration with OCR via OpenText).
Sourcing in Ariba. Templates and mass Native integration with Business Network
changes to increase efficiency
in managing a large number of
contracts.
Unplanned Services with
reference to purchasing
contract.

Supplier Invoice
Manage Condition Contracts

Public 32
Sourcing and Procurement: Supplier Management and Procurement Analytics

Supplier Mgmt. and Supplier Classification and Real-time Reporting and


Supplier Evaluation Spend Visibility
Procurement Analytics Segmentation Monitoring

Increased flexibility in supplier evaluation by defining individual Increased transparency about the automation rate: high touch –
supplier evaluation criteria like weighting and scoring. low touch, how many documents were processed manually
Analyze in real-time the parts per million score to discuss instead of automatically.
potential activities with the supplier to improve quality. Real-time multi-dimensional spend report that can be
Real-time supplier evaluation analytics automatically manipulated like “pivot table” with drill-down capability.
generated from transactional data. KPI tiles and Procurement Overview app that provide at-a-
Manage activities with suppliers, or internal employee survey to glance visualization of multiple analytical apps.
additional perspective on supplier evaluations.

Purchasing Spend Dashboard Supplier Evaluation Overview

Public 33
Sourcing and Procurement: Central Procurement

Central procurement enables integration of the SAP S/4HANA hub system with multiple SAP ERP and SAP S/4HANA back-end
Central Procurement systems. Contract management, purchasing, and requisitioning processes can be centralized with the hub system. Optionally
you can leverage SAP Ariba solutions: e.g. guided buying capability and catalog. Central Purchase Contract Hierarchy
enables large enterprises to consolidate the requirements across various business groups. New updated source list in
connected backend system after central purchase contract distribution.

Extended functionality with Commodity Management $ for Procurement and Sales processing to enable advanced
commodity pricing on procurement documents and support provisional, differential, and final invoices; to create commodity
sales contracts priced on market quotes, automate price calculations, and streamline invoicing.
With new Commodity Pricing $ capabilities, key users can apply complex pricing formulas, commodity weights, and price
conditions in an easy way in Central Procurement.

Central Purchase Contract Item Process Purchase Reqs Centrally

Public 34
Sourcing and Procurement
Transformation from SAP SRM to SAP Ariba for Central Procurement in SAP S/4HANA Cloud

SAP Supplier SAP S/4HANA


Central Procurement SAP ERP Non-SAP
Relationship On-premise Private cloud Public cloud
Management

SAP Ariba for Central Procurement


in SAP S/4HANA Cloud*
SAP ERP SAP ERP SAP ERP

Centralization of procurement functions without the costs and


complexities of change

Classic Scenario Target Scenario


• Supports multi-SAP backend installations • SAP S/4HANA system acts as a central system
• Procurement backbone of every large SAP • Support central requisitioning, central purchase contracts, central
installed base customer purchasing, and central sourcing (RFQ)
• End of mainstream maintenance • Distribution to local operational systems – all SAP S/4HANA
for SAP SRM in 2025 deployments or SAP ERP (starting from SAP ERP EHP 6)

Public *only available in SAP S/4HANA Private / Public Cloud Edition 35


Sourcing and Procurement: Product Sourcing (extended)

Extended product sourcing optimizes the sourcing process by organizing it into sourcing projects. They
Product Sourcing
allow to invite suppliers, collect and compare key criteria (cost breakdowns, qualities, dates) in a detailed
and structured format. Awarding scenarios help to simulate and analyze the outcomes of different
awarding options.
Procurement projects for specific plants, negotiation processes and supplier lists are also supported in a
structured way.
Flexible workflows for sourcing projects, awarding scenarios, and supplier lists ensure that the respective
documents in the approval process are processed by the right assignees.

Sourcing Projects Overview Quotations Comparison

Public 36
Sourcing and Procurement

SAP Build Process • Mass Confirmation of Purchase Orders (48K)


Automation -
• Manage Catalog Items from Excel (529)
integration with SAP
• Create Purchase Requisitions from Excel (48M)
S/4HANA
• Mass Creation of Business Partner (4MZ) Nicer screenshot for RPA?
• Business Partner Master Data Check (4FB)
• Mass Maintenance of Quality Info Records (6NX)
• Manage Source Lists from Excel (4TK)
• Manage Purchasing Info Records from Excel (4W3)

Extend the reach of digital core and effectively manage your external
workforce. Find the right mix of talent to create competitive advantage.

Lean service integration with Ariba Network and the guided buying
capability: Guidance for employees requesting planned services and
Electronic exchange of purchasing documents for lean services with
suppliers on Ariba Network

Public 37
Condition Contract Settlement via Settlement Management

Condition Contract Management in SAP S/4HANA (SAP Note 2481672) uses Central Contract Administration
Operational Procurement as the single point of entry for contract data and contract related conditions for
• Full support of business volume related scenarios
• Calendar based settlement
• Accrual conditions can be defined independent from settlement conditions
• Intuitive data entry of settlement information with full transparence of involved documents

Customization
Spilt Criteria’s Header and Item Level | Condition and Scale Base
Business Volume Table | Transfer Rules for Document creation Detail Statement
Settlement Calendar Settlement Information

Settlement Program
Condition Settlement
Business Volume Determination | Calculation via Pricing
Contract Documents
Settlement Document creation
Document Collection
Business Volume
Data Source Output | FI/CO
Selection Criteria
Messaging
Sales Order | Purchase Orders | Deliveries | Invoices | Goods Movements
Settlement Management Documents | External Systems | POS Data

Monitor Create
Create Condition Create Source Monitor
Condition Settlement
Contract Doc. /Biz Volume Settlement Doc.
Contract

Public 38
Sourcing and Procurement: Out-of-the-Box Integration
SAP Ariba - Example integration scenarios

Buyer Supplier
• Leverage Business Network and the
intuitive guided buying capability Request for Source, Bid, Collaborate
Request for Quote
Quotation/
integrated with SAP S/4HANA core Supplier Quotation Quote / Award Manage Catalogue Content
procurement processes. (punch out)

• Leverage digital handshakes between the Purchase Orders

buyer and supplier to take more control Order


PO confirmation
Purchase Order Collaboration
of your business network in procurement.
Ship Notice Legal Contracting
• Generate sourcing request out of SAP Goods Receipts Shipping info, tracking
S/4HANA and conduct sourcing events Service Entry Sheets
within Ariba. Bring the outcomes back to
SAP S/4HANA core procurement
Invoices Invoice Creation
processes as info records or contracts.
Invoice CC-Invoice; MM invoices Invoice Collaboration
• Resources:
Invoice Status Update
- Central entry page
https://help.sap.com/docs/SAP_FIELDGLASS_INTEGRAT Discount
Payment Proposal
ION/ce64fd359a2248a08e04b92fdf5b6cce/e0e648df3148 Management
49cc872c96b996df6e65.html Early Payment
- S/4HANA documentation Invoice
https://help.sap.com/docs/SAP_S4HANA_ON- Payment
PREMISE/754a46a305c642559f21625ca2744170/593e4f5 Remittance Advice Collaboration
6c10fc74ee10000000a44147b.html

Public 39
Sourcing and Procurement: Delta Scope Highlight 2023 2023
Mass creation/change of model product specifications Manage Model
Product Spec.

Purchase Contract
Management

• Model product specifications are used for engineered


services processes, where often mixed hierarchies of
products and services need to be procured. Example:
construction services.
• Model product specifications can be defined as templates
and (since release 2022) copied into purchase contracts.
There, procurement-related data is being added to the
engineering-focused structure.
• Mass creation/change of model product specifications,
based on spreadsheets, is now possible with up to five
levels of item hierarchies, comprising products and/or
services and free text.

Benefit
• Easy maintenance and re-use of to-be-procured
hierarchical structures

Manage Model Product Specifications

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Sourcing and Procurement: Delta Scope Highlight 2023 2023
Manage carbon footprint data from suppliers during direct material sourcing Carbon Footprint Data
in Sourcing Projects

Product Sourcing

• Sourcing manager requests carbon footprint information for


the items that are sourced through sourcing projects
• Suppliers provide carbon footprint information at the item
level through their quotations
• Sourcing manager can compare carbon footprint information
submitted by multiple suppliers to choose carbon conscious
suppliers for award decisions

Benefits
• Ease collecting scope 3 emission information during the
sourcing process directly from suppliers
• Increase visibility to carbon footprint information during the
sourcing process to help organizations to choose carbon-
concious suppliers

Manage Sourcing Projects

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Sourcing and Procurement: Delta scope summary 2023

Central Procurement Product Sourcing (extended)

• Material group recommendation based on machine learning algorithm analyzing • Collecting and managing carbon footprint data from suppliers
matching demands in previous backend purchase orders
• Product sourcing overview page
• Mass change of standard fields in centrally managed purchase requisitions using a
dedicated SAP Fiori app in online mode (not spreadsheet-based) • Mass management of sourcing-project line items using a standard Microsoft Excel
template
• Configure inquiry steps within the approval workflow for centrally managed
purchase orders: • Initiation of negotiations or awarding scenarios directly from the quotation-
• Central Requisitioning: Guided buying with replication before approval (FPS2) comparison application
• Parked supplier invoices in document flow of central purchase requisitions (FPS2) • Situation-based notification of submitted supplier quotations
• Searching of central contracts based on backend outline agreement numbers (FPS2) • Information accessibility for sourcing project contributors (FPS2)
• On-hold support for centrally managed purchase orders and requisitions (PFS2)

Self-Service Requisitioning / Requirements Processing Supplier Evaluation

• Integration of the Storage Location field into self-service purchase requisition and • Support for the factory calendar in supplier evaluations for accurate and
derivation of delivery address from it comparable evaluation results
• Inbound interface for supplier confirmations within a single, central system
referencing purchase orders that reside in the connected systems
• Extension of Copy to Other Items action: GL account, goods recipient
• Extension of the central purchase requisition replication to the connected Service Purchasing and Recording / Purchase Contract Management
backend with: Goods / invoice receipt indicators, requestor / author of requisition,
technical key of Web service • Mass creation/change of model product specifications from spreadsheets, with
• Contract item references for limit line items in professional Reqs (FPS2) up to five levels of item hierarchies, comprising products and/or services and free text.
• Automatic generation of purchase orders from the enhanced limit requisition (FPS2) • Versioning in purchase contracts: ability to compare versions (FPS2)
• Take-over of custom document types in Process Purchase Requisitions app (FPS2)

Public
Link: Detailed blog with all Procurement innovations in release 2023 42
Supply Chain
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Supply Chain: Overview
• SAP Integrated Business Planning
Suite • SAP Warehouse Insights
LoB Solutions • SAP Global Batch Traceability
• SAP Business Network for Logistics
additional license
• SAP S/4HANA Extended Warehouse Management (side by side for Hub Deployment)
additional installation • SAP S/4HANA Transportation Management (side by side for Hub Deployment)

Service Parts Plan service parts inventory accurately across distribution networks, based on parts volumes,
Distribution velocity, and segments; strategically calculate trade-offs between costs and service.
Deliver the optimal order by leveraging features like cross-docking, workforce
Advanced Manufacturing & Planning
Integrated Optimization
Business Planning
management, slotting, inventory optimization, and support for transit warehousing as well
SAP S/4HANA Warehousing
as connectivity to warehouse automation equipment.
LoB Apps
Advanced
Improve transportation efficiency by holistically managing all inbound and outbound freight.
additional license Transportation

Advanced Order Commit to orders quickly and accurately by automatically considering the relevant stock
Promising in real-time, while protecting business priorities and profitability goals.

Track and control inventory and stock quantities in a transparent manner and ensure a
Inventory
streamlined material flow across all in and outbound logistics operations.

Store and handle your goods and materials efficiently. Improve asset usage, increase
Warehousing throughput and support accurate on-time order fulfillment with a maximum of transparency.
Transportation Cockpit

Delivery and Orchestrate all delivery demands, plan and run your transports, using functionality for basic
SAP S/4HANA agency billing and subcontracting. Ship the right products to the right place at the right time.
Transportation
Enterprise
Determine accurate estimates of delivery dates during order creation & changes considering
Management Order Promising material availability based on actual stock information to enhance customer satisfaction.

Manage Batches, Serial Numbers and Handling Units to increase efficiency and improve
Logistics Cross Topics compliance across your shipping and warehousing operations.

Circular Economy Track and manage re-usable items like packaging materials or empties along their lifecycle
Logistics in logistics processes to distribute responsibility and costs among the involved parties. Overview Inventory Management

Public 44
Supply Chain: Business area overview
• SAP Integrated Business Planning
Suite • SAP Warehouse Insights
LoB Solutions • SAP Global Batch Traceability
• SAP Business Network for Logistics
additional license
• SAP S/4HANA Extended Warehouse Management (side by side for Hub Deployment)
additional installation • SAP S/4HANA Transportation Management (side by side for Hub Deployment)

Service Parts
Extended Service Parts Planning
Distribution

Advanced
Extended Warehouse Management
SAP S/4HANA Warehousing
LoB Apps
Advanced
Advanced Transportation Management Transportation Execution Monitoring
additional license Transportation

Advanced Order
Advanced Available-to-Promise
Promising

Inventory Goods Movement Inventory Analytics and Control Physical Inventory

Warehousing Warehouse Management

Delivery and
SAP S/4HANA Delivery Management Transportation Management
Transportation
Enterprise
Management Order Promising Available-to-Promise

Logistics Cross Topics Serial Number Management Handling Unit Management Batch Management Business Process Scheduling

Circular Economy
Returnable Packaging Logistics Empties Management
Logistics

Public 45
Supply Chain: Inventory and Warehousing

Inventory Analytics and


Inventory Goods Movement Physical Inventory Warehousing Warehouse Management
Control

Use simplified GI postings for Experience the power of Enable real-time reporting on Leverage embedded EWM to
transfer and scrapping. simplification by using state-of- your warehouse stocks and perform standardized inbound &
Experience real-time, high- the-art analytical apps, which inventory. outbound processing with
volume processing using sensor take full advantage of the Record the physical quantities of internal movements, physical
data. simplified data model incl. 40- your warehouse stocks (own inventory and reporting in one
Benefit from locking elimination digit mat-no. and the power of stock and other stock types). system (master data,
and material ledger valuation. the HANA database. Optimize Enable faster and more-efficient customizing & UX).
Use simplified apps for inventory and material flows inventory adjustments. Track alternative quantities with
• Goods Receipt for PO based on real-time information. integrated Catch Weight
• Initial entry Use simplified apps for Management.
• Goods Receipt without • Dead Stock Analysis
reference • Slow or Non-Moving Materials

Transfer Stock – In Plant Slow or Non-Moving Materials Pick by Cart Manage Outbound Deliveries

Public 46
Supply Chain: Delivery and Transportation

Delivery and
Delivery Management Transportation Management
Transportation

Execute and confirm on Leverage embedded


transportation demands from Transportation Management to
all sources (Sales Order, handle freight agreements and
Purchase Order, Stock Transport delivery-based charges as well
Order) in an automated fashion. as basic bookings,
Leverage electronic plan and carry out your
collaboration to accelerate the transports, use functionality for
process and avoid basic agency billing and
redundancies and human error. subcontracting as well as
dangerous goods management.
error.

Public 47
Supply Chain: Order Promising, Logistics Cross Topics, Circular Economy

Circular Economy Returnable Packaging


Order Promising Available to Promise Empties Management
Logistics Logistics

Available-to-Promise: new ATP Track shipping and receiving of Track empties to and from
algorithm based on HANA returnable packaging materials business partners, capture
embedded in mass component to and from business partners. detailed data, accurately
check in production. Gain visibility in materials record high-volume
Improve percentage on-time distribution and reduce overall transactions for empties
delivery. volume of materials by returns and connected
Leverage just-in-time scenarios integrating logistics information deposits.
for inbound and outbound. into a single version of the truth.

Logistics Cross Topics Batch Management Serial Number Management Handling Unit Management Business Process Scheduling

Various industries – particularly the Identify and differentiate between Leverage reflect packing-based Flexible and configurable
process industry – have to work with individual items of material logistics structures scheduling framework that you can
homogenous partial quantities of a Integrated with diverse processes Optimize logistics processes and use to schedule logistical activities
material or product throughout the incl Plant Maintenance, Production track the movements of entire of different business processes.
logistics quantity and value chain. Orders, Sales & Distribution, Quality handling units and the materials they
Efficient management and processing Management, Inventory Management contain rather than tracking each
of batches in all of a company’s & Physical inventory, Repetitive material individually.
business processes. manufacturing & Purchasing.

Manage Batches Display Serial Numbers

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Supply Chain: LoB solutions

Extended Warehouse Management with SAP S/4HANA supports all levels of warehouse complexity.
Advanced
Use the extended functionality of SAP S/4HANA Warehouse Management to optimize all
Warehousing warehouse operations with no data duplication and reconciliation efforts.

Embedded Transportation Management provides best-of-breed functionality seamlessly


Advanced EWM Open Picks
integrated into the digital core, streamlining processes and reducing the need to replicate data to a
Transportation
decentralized TM system. SAP S/4HANA offers modern transportation management to customers,
who want to leverage enhanced transportation functionality. The new deployment option also allows
customers to run advanced transportation management processes embedded in SAP S/4HANA
removing the necessity for costly data replication and additional hardware.

Advanced Order Advanced Order Promising/ATP is a new functionality to optimize the complete Available to Promise
process with simplified UI in a harmonized flow. The solution comprises Availability Check,
Promising
Backorder Processing, Product Allocation & Release for Delivery.
Transportation Cockpit
Extended Service Parts Planning (eSPP) provides planning functions specific to service parts and
Service Parts
transparency throughout the supply chain, right from the moment demand occurs through to the
Distribution delivery of the product. It allows to plan inventory across a distribution network based on the part
volume, velocity, segments, and other practical business rules. It further supports out of the box
business process collaboration for the suppliers.

Additional Suite Solutions in Supply Chain


For Superior Planning and Extended Supply Chain Functions, you can also integrate into:
• SAP Integrated Business Planning
• SAP Global Batch Traceability Integrated Business Planning
• SAP Business Network for Logistics
• SAP S/4HANA Extended Warehouse Management & SAP S/4HANA Transportation Management (side by side for Hub Deployment)
• SAP Warehouse Insights

Public 49
Supply Chain: Serial Number Handling in SAP Fiori applications Inventory

Post Goods Receipt for Purchasing Document Display Serial Numbers Delivery Item

Assign (auto-created) serial number to a material Display a list of serialized items in stock for a Enter serial numbers of picked materials during goods
during goods receipt. particular material. issue process.

• Track a material from the very beginning • Ensure that serial numbers are correctly
of the internal logistics process maintained in internal goods movements
• Streamline the tracking process by • Consider serial numbers during picking to
creating serial numbers automatically track the material until the Goods Issue
• Keep a transparent picture of the • Track a material along the internal logistics
serialized materials in stock Transfer Stock – In-Plant process in a transparent and intuitive way
Indicate serial numbers during stock transfers within
and across plants

Public 50
Supply Chain: Mobile counting app for physical inventory

Create Print Physical Perform Enter Report Post Inventory


Physical Inventory Physical Count Physical Differences Documents
Inventory Sheets of Stock Counts
Document

(1) (2) (3) (4)


Open Physical Scan material to Enter counting PI document
Inventory open the correct results and item is marked
document PI document save as counted
worklist

• Run physical inventory process end-to-end in one system


• Enter counting results via mobile device in the moment of counting
• Leverage device camera or external scanner for scanning the material to be counted

Public 51
Supply Chain: Situation handling in physical inventory
material / bin blocked for goods movements

Create Print Physical Perform Enter Report Post Inventory


Physical Inventory Physical Count Physical Differences Documents
Inventory Sheets of Stock Counts
Document

When to start counting? Difference identified? When to post?


No fallback in case of
Communication lags between Manual identification of delayed or forgotten
inventory manager and differences posting
warehouse clerks → High manual effort → Process interruptions
→ Inefficient timing → Error prone (e.g. blocking of material)

Situation Handling provides contextual information


proactively and offers resolution proposals to optimize the
critical steps of the physical inventory process.
Public 52
Supply Chain: Analyze stock in date range Inventory 2023

• Analyze and monitor goods movement postings


for one or more materials in a defined date
range
• Obtain a comprehensive analysis of all goods
movements that happened within the defined
date range
• Track goods movement postings based on
material documents
• Pre-delivered use case–specific variants like
Stock Quantity, Supplier Consignment Stock
delivered for quick time to value
• Availability of all stock-identifying fields as
dimensions and Additional KPIs (such as
absolute and relative posting differences)
• Increased depth of analysis through
aggregation and disaggregation of measures Analyze Stock in Date Range
based on selected dimensions
• Scheduling of export to Microsoft Excel is now
supported

Public 53
Supply Chain: Warehouse Management
Supporting all levels of complexity

Modular Cloud Leverage Decentral SAP S/4HANA EWM for


LoB Solutions • High volume warehouses High Volume fulfillment Center
additional license • Independent operations, versioning, upgrades
additional installation • Material Flow System (MFS)

• Inventory Management • Material Flow Control


Optimization (e.g., Slotting) • Yard Management
• Inbound Process Optimization (e.g., (e.g., TU handling, DAS)
Deconsolidation) • Value Added Services
• Outbound Process Optimization • Kitting
SAP S/4HANA (e.g., Waves) • Cross Docking
LoB Apps
Extended Warehouse Optimize warehouse
Management • Labor Management • Warehouse Billing
additional license (incl. Processors, Shifts, Time & • Integrated Load Planning
operations
Attendance, Travel Distance, • Improved Package Builder & Stock
Standards, Tracking and Consolidation
Monitoring) • Just-in-Time (JIT) processes
• Distribution Equipment
• Inventory Management S/4HANA with EWM:
• Inbound Processing • Pick-by-Cart FIORI App
• Outbound Processing (incl. change (Pick small quantities, multiple
SAP S/4HANA
of deliveries) customers in one run, or into same
Warehouse Management
Enterprise • Internal Warehouse Movements parcel) Transparency and control
Management • Physical Inventory • ASR-based basic integration with
• Reporting embedded TM
• Enhanced QM Integration in SAP

Public 54
2023
Advanced
Supply Chain: Advanced Warehousing Warehousing FPS01

Batch specific unit of measure

• SAP Extended Warehouse Management


(EWM) enhanced with the ability to
support batch-specific units of measures

• Batch specific unit of measure enabled


to cover different warehouse processes-
inbound, outbound and internal
warehouse processes

• Diverse scenarios supported including -


processing goods receipt, synchronous
good receipt, quality inspection,
advanced production integration,
physical stock and others

• Batch specific unit of measure currently


supported in embedded warehouse
management scenarios

Change Material Master

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Supply Chain: Advanced Warehousing Advanced
Warehousing
2023
Integration to defects and notifications in decentral EWM

• New solution to handle defects / defective


parts in EWM managed warehouses or
PSAs

• Record, follow-up, and analyze defects


found in components during production or
in products in the warehouse

• Based on both defect


and quality notification

• Stock assignment - EWM-specific postings


for the defective material, for example, to
blocked stock or quality inspection stock

• Follow-up actions triggering stock postings


(in EWM) for one or multiple materials
Record Warehouse Defect

Public 56
Supply Chain: Warehouse Management Warehousing
Delivery and Advanced 2023
FPS2
Transportation Warehousing

Advanced shipping and receiving cockpit Advanced Shipping &


Receiving

• Fiori based app to cater to the role of EWM clerk


to support Advanced Shipping and Receiving
process - support for both EWM and IM
Warehouses

• Overview of multiple (un)loading points of


different freight orders, indicate whether a vehicle
arrives at or departs from a door

• Indicate the staging area, staging area group,


staging bay and loading of the goods on stop level

• Navigation to Load or Unload app for details and


actions

• Support for wave creation and Outbound


“streaming” process - ability to start loading parts Advanced Shipping and Receiving Cockpit
of a delivery even when not all pick-and-pack
tasks are complete

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Supply Chain: Advanced Warehousing Advanced
Warehousing
Advanced
Transportation
2023
Decentral advanced shipping & receiving

• Enable Advanced Shipping and Returns process in


the Decentralized SAP Extended Warehouse
Management (SAP EWM) with local Transportation
management capabilities S/4HANA / ECC
Enterprise
• Execute transportation logistics independently in the Management
decentralized EWM and TM system once the
deliveries have been transferred from the enterprise
management system.
SAP S/4HANA
• Enablement of outbound delivery process leveraging
the Freight Order and catering to both EWM-managed
Extended Warehouse Management (EWM)
and IM-managed storage locations.

• Simplified communication between the components Shipping & Receiving


by leveraging the harmonized data model

• Out of box integration to to SAP S/4HANA ( or ECC Transportation Management (TM)


Ehp7+) Enterprise Management environment

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Supply Chain: Advanced Warehousing Advanced
Warehousing
2023
Decentral EWM integration with kanban

• Simplified KANBAN framework without deliveries for


decentralized Extended Warehouse Management SAP S/4HANA Decentralized SAP S/4HANA
(EWM) in SAP S/4HANA.
Kanban EWM
• Kanban to trigger replenishment requests from your
warehouse and create warehouse tasks to move the
products from a source storage location managed by EWM Master
ERP Master Kanban
decentralized EWM to a production supply area (PSA). Data Master Data Data

• Easy replication of data incl Kanban control cycle and


Kanban event to the decentral EWM.
Kanban
EWM Process
Process
• Complete the replenishment by creating and confirming
warehouse tasks from these warehouse requests.

• Limited to internal replenishment only.

Public 59
Supply Chain: Warehousing Warehousing 2023
Field logistics cross docking

• Reduce stockholding costs by reducing the time


in storage in the warehouse
• Minimize unnecessary load transfer activities in
the warehouse
• Support cross-docking in an intermediate
warehouse if a vendor sends goods through an
intermediate warehouse to a plant
• Support consolidating goods in an intermediate
warehouse in case different vendors send goods
at different dates through an intermediate
warehouse to a plant
Change Inbound Deliveries
• Support for nested handling-units in cross
docking
• Integrate supply and returns processing with
plant maintenance, materials management,
procurement, warehouse management at base,
and logistics

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Supply Chain: Warehousing Warehousing

Integration with Asset Management (Plant Maintenance)

SAP EWM-managed Warehouse


Maintenance Order / Maintenance operations
Manual Reservation using staged spare parts
Staging Area

Storage

Run enterprise asset management operations


that involve EWM-stored spare parts seamlessly

• Staging based on maintenance order / manual


reservation
• Recipient location to determine correct staging area
• Adaption of Warehouse Management Monitor
Reservation Items Warehouse Management Monitor
• Unplanned goods issue with reference to PM order

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Supply Chain: Warehousing Warehousing

Unified Package Builder


• Build packages according to different available packaging master
data and engines
• Use existing packaging settings more flexibly in a broader range of
business processes
• Leverage the optimization capabilities of Package Builder
Optimizer in additional scenarios
• Create related business documents on the fly via Unified Package Defined Unified Package Building Profile
Builder
Processes consuming UPB in 2023 release

SAP S/4HANA Logistics Processes SAP S/4HANA Transportation Management


Transportation Management Core Logistics Extended Warehouse Management • Freight unit creation: for e.g sales orders/forwarding orders,
based on capacity documents
SAP S/4HANA Extended Warehouse Management
• Packing in outbound delivery process/ posting
Unified Package Building change/stock transfer, RF receiving from production,
deconsolidation and repacking in inbound deliveries
SAP S/4HANA Logistics General
Package Packaging Packaging • Packing in deliveries - outbound/inbound,
Building Engine Instruction Engine Specification Engine discrete/repetitive manufacturing, handling units from stock

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Supply Chain: Advanced Warehousing Advanced Warehousing
Extended Warehouse
Management

Work in progress management with manufacturing execution system

• Increased efficiency and transparency in Work in Progress


(WIP) Management with the integration between SAP
S/4HANA EWM and Manufacturing Execution Systems like
SAP Digital Manufacturing Cloud
• Production advancement of the WIP with or without a
container to the warehouse for temporary storage
• Ability for production to request staging of WIP from the
warehouse to the production work center according to their
own requirements, such as date and time or allowed capacity
in the production supply area
• Recording of key-production information, such as shop floor
control (SFC) or WIP number, on each piece of WIP stock
• Provision of accurate stock details of WIP in a warehouse
• Provision of the receiving or staging process status of WIP
• Increased accuracy of WIP Monitoring by manage WIP as
stock on SFC level

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Supply Chain: Warehousing Warehousing Warehouse Management

Quality inspection with synchronous goods receipt

• Improve integration for materials in quality


inspection and accomplish massive simplification
compared to inbound delivery related processes
• Quality inspection with synchronous goods
receipt postings on an S/4HANA managed
storage location
• Creation of inspection lot when a goods receipt is
posted for a product that’s inspection-relevant
• Enable synchronous goods receipt postings for
materials requiring quality inspection for goods
receipt from production as well as from external
sources
• Goods receipt processing in SAP EWM that
considers settings for certificate processing in QM Display Material Document
at goods receipt (for example, requirement for
confirmation of a certificate at goods receipt)

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Supply Chain: Advanced Warehousing Advanced
Warehousing
Extended Warehouse
Management

Slotting by machine learning

• Derive slotting rules automatically from the


warehouse setup and product master

• Leverage machine learning algorithm and


generate a statistics-based model from
representative input data

• Leverage the machine learning to and


determine the three indicators of storage
concept for your product. - Putaway control
indicator, Stock removal control indicator and
Storage section indicator

Intelligent Scenario Management


• Reduce the effort of initial setup, with lower
implementation effort to derive slotting rules Train Model
automatically from the warehouse setup and
product master

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Supply Chain: Warehousing Warehousing SAP Analytics Cloud

SAP Analytics Cloud (SAC) business content for warehouse management

• Drive efficiency through insights for the


warehouse clerks in monitoring the
inbound/outbound situations in warehouse for
their daily work
• Availability of SAP Analytics Cloud (SAC)
business content for EWM
• Dashboard to monitor the inbound/outbound
situation in the warehouse
• Inbound processing related content includes
Goods Receipt Overview, On Time Receipt, On
Time Receipt in Full, Receiving Duration per
Inbound Delivery Item, Putaway Accuracy
• Outbound processing related content includes
Goods Issue Overview, On Time Shipment, On
time shipment in full, Internal order cycle time
per ODO item, pick accuracy
• Flexibility to download the SAC content and
adjust the KPIs based on specific requirements

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Supply Chain: Transportation Management
Supporting all levels of complexity

Modular Cloud
LoB Solutions Leverage Decentral SAP S/4HANA TM for Enhanced Transportation Model
additional license
• Transportation hub approach through Hub approach
• Independent operations, versioning, upgrades
additional installation

• Strategic Freight Management • Gantt Chart


• Service Order Management • Transportation Proposal
• Combined Inbound / Stock Transfer / • Automated Carrier Selection / Carrier
Optimize Transportation
Outbound Transportation Process Ranking List Processes
• Driver Management • Load Consolidation / Load Planning
Advanced Transportation • Advanced Charge Calculation (3D Visualization)
Management • Carrier / Service Billing • Package Building
SAP S/4HANA
• Planning: • Professional Tendering Management
LoB Apps • Order and Delivery Based Planning • EWM Integration (via services)
additional license Process • Integration with
• Transportation Cockpit • Event Management
• Vehicle Scheduling Routing • Global Trade Service
Optimization • Descartes

• Main Parts of the Transportation Network • Freight Settlement Management


• Freight Agreements • Basic Agency Billing Shipping Transparency and
• Charge Management • Direct Tendering for Service Agents
• Separated Inbound / Outbound Freight (Subcontracting)
Control
SAP S/4HANA Order / Booking Management (Delivery • Dangerous Goods Management
Transportation
Enterprise based) • TM Output Management
Management
• Basic Transportation Planning (POWLs • TM Analytics
Management
/ manual Freight Unit Selection) • ASR-based basic integration with embedded
• Transportation Execution without Event EWM
Management

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2023
Supply Chain: Advanced Transportation Management Advanced
Transportation
Adv. Transportation
Management FPS02

Creation of inbound cargo documents based on the shipment document AI based creation
of inbound cargo
documents

• Improve operational efficiency and saving valuable time by


automating the checking of delivery notes by AI technology

• Expedite the process of unloading freight by significantly


reducing manual checks at the gate

• Flag exceptions in freight orders by enabling clerks in the


back office to focus on handling the exceptions

• Significant reduction in the hours spent on manual checks


and waiting times for trucks

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2023
Supply Chain: Advanced Transportation Management Advanced
Transportation
Adv. Transportation
Management FPS02

Conversational planning in the transportation cockpit AI based


conversational
planning

• Enhance efficiency in transportation planning


by enabling the end user to carry out various
planning operations in the transportation
cockpit using natural language.

• Conversational planner enables planning of


freight units on freight orders, trucks.

• Natural language can be used to plan trucks on


freight orders

• Gain additional insights & save time by


leveraging the AI based response on queries
on various lists & hierarchies like freight unit,
road freight order and truck resource lists

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Supply Chain: Advanced Transportation Management Advanced
Transportation
Adv. Transportation
Management
2023
Greenhouse gas emissions Greenhouse
Gas Emission

• Enhanced support for


sustainability through enabling of
greenhouse gas calculations

• Emission parameters can be set


based on vehicle types

• Emissions for road freight orders


are calculated during manual
planning and automated vehicle
scheduling and resourcing.

• Intuitive reporting through freight


orders and cockpit

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Supply Chain: Advanced Transportation Management Advanced
Transportation
Adv. Transportation
Management

Logistics Integration with Product Compliance

• Save time and reduce risks through the


ability to prevent planning of noncompliant
transportation demands
• Logistics Integration with Product
Compliance - Dangerous goods checks in
rail, ocean and air cargo freight bookings
• Checking of all compliance-relevant
products to determine whether rail, ocean or
air cargo transport processing is allowed as
it pertains to dangerous goods regulations
• Prevent execution of transports containing
noncompliant products
• Blocking of transportation demand and
freight orders/bookings if no compliant
transport is possible
Edit Ocean Freight Booking

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Supply Chain: Advanced Transportation Management Advanced
Transportation
Adv. Transportation
Management
2023
Enhanced charge calculation capabilities

• Enhanced charge calculation


capabilities through improved
integration and execution
processes

• Charge calculation capabilities in


SAP S.4HANA Transportation
Management are enhanced by
enabling normalized quantity and
additional normalized quantity in
charge calculation &
subcontracting

• Normalized quantity indicates the


consumption of e.g. loading space
for a transportation resource

• The additional normalized


quantity can (e.g. be used to
model loading meters)

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Supply Chain: Advanced Transportation Management Advanced
Transportation
Adv. Transportation
Management
2023
Improved package building & load planning

• Minimize the number of pallets while considering


constraints such as package attribute, product
stacking rules, customer specific requirements,
height limits
• Leverage new Consistency Checks for Package
Building Constraints
• Enhancements for package building including
support for cylindric product shapes in package
building optimizers
• Maximize utilization of containers by considering
various constraints such as dimensions, vehicle
attributes, stacking rules, loading sequence,
flexible split deck
• Enhanced optimization approaches for
automatic load planning incl grid-based Row-
stack for homogeneous loads and Free Load Plan
positioning for heterogeneous goods
• Accomplish Manual Load Planning and gain
flexibility by creating Multiple Load Plan PDF
Files in Batch Run

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Supply Chain: Transportation Management Delivery and
Transportation
CP: Direct Distribution

SAP Direct Delivery


Last mile delivery

Provides planning and optimization capabilities for trucks, routes and the
building of packages:
• Considers service activities together with logistics tour planning
• Builds optimal route thanks to tour optimization engine
• Allows for fully flexible tour planning or fixed route planning

First Last Mile Delivery scenario supported:


• Delivery driver scenario in which a personal truck fleet is used to deliver
pre-ordered goods to stores, vending machines, and other points of sale
Centralized
• Supports combination resources, specific loading patterns as well as Planning & Optimization
vehicle/combination incompatibility for e.g., side- versus backloading
locations

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Supply Chain: Advanced Transportation Management Warehousing
Delivery and
Transportation
Advanced
Transportation

Advanced Shipping and Receiving (ASR)

Integration between SAP S/4HANA EWM & SAP S/4HANA TM

SAP S/4HANA SAP S/4HANAE

Freight Unit Freight Unit

Freight Order
Freight Order Load or Unload Freight Orders
Shipping and
Receiving
TM TM
Basic integration approach for EWM and TM
• Improved TCO through reduction of object redundancy (Integration without
Transportation
Unit
Transportation Unit object)
• Enhanced scalability enabling high volume retail and e-commerce scenarios
Warehouse Handling Warehouse Handling • Holistic process transparency and steering through enhanced freight order UI
Request Unit Request Unit
with warehousing fields and actions
EWM EWM
• Adapted warehouse transactions (new/extended RF, GUI and SAP Fiori
transactions) for a seamless process flow

Integration based on Integration based on • New TM data model and objects (consignment and loading / unloading point)
to bundle inbound and outbound operations (e.g., on a single truck) $
Transportation Unit Freight Order
• Increased flexibility with new scenarios like multi-warehouse or loading and
E EWM and TM embedded in one SAP S/4HANA system. unloading from IM- or EWM-managed storage locations $

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Supply Chain: Advanced Transportation Management Advanced
Transportation
Adv. Transportation
Management

Transportation planning based on equipment type

• Leverage vehicle types and transportation unit types for


transportation planning:
• Manual planning in Transportation Cockpit
• Manual planning with Gantt Charts
• Load Planning and Consolidation

Transportation Cockpit
→ Most natural approach to planning in the context of
subcontracting.

Planning based on Resource Planning based on Equipment Type

Freight Units (Multi-)Resource Freight Order Freight Units Equipment Type Freight Order

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Transportation Management
Integration into SAP Business Network for Logistics Mode and
Regional Specific

Global
Multi-party Web-UI / API-based
connectivity

Shipper/ Risk Data


Brand Owner
Warehouse/Yard Interoperable
Freight Requests for Quotation Operators

Carriers / Freight
forwarders
Track and
SAP Business Network for Logistics
Trace Other
… Suppliers I n t e l l i g e n t I n s i g h t s Networks
Customers Freight Global Track Material
Connectivity
Collaboration & Platform
and Trace Traceability

Freight Document Details


Digital Freight
SAP S/4HANA / Transport. Management Multi-modal Forwarders

• Robust, scalable cloud service with global coverage


Visibility
• Connect business partners for inter-company collaboration and transparency Networks

Freight Document Details • Standardized services for logistics collaboration and insights

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Supply Chain: Order Promising
Supporting all levels of complexity

Modular Cloud
LoB Solutions Integrate with Global ATP (SAP SCM)
additional license
• Capable to promise and complex algorithms like location & product
substitutions, multi-level ATP
additional installation

• Backorder processing with intuitive • Review Availability Check Results for Order Promising
requirement classification Sales Orders Optimization
• Last minute confirmation changes via • Protect supply for key customers
Release for Delivery App during shortages
Advanced • Product allocation check for both sales • Advanced transportation scheduling
SAP S/4HANA Available to
LoB Apps and capacity constraints (integration SAP TM) R
Promise • Intelligent and automated selection of • Supply creation-based confirmation
additional license
best confirmation considering (integration with production) R
alternative plants and substitutable
materials

• Mass enabled fast availability check


• Basic allocation check Basic Order Promising
SAP S/4HANA • Manual material determination
Available to • Semi-manual plant substitution
Enterprise Promise • Material-/plant-based backorder
Management processing for sales orders
• Simple transportation and shipment
scheduling
RThis is the current state of planning and may be changed by SAP at any time without notice.

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Supply Chain: Advanced Available-to-Promise overview (1/2) Advanced Order
Promising
Product Availability Check Back Order Processing (BOP) Product Allocations (PAL) ATP Analytics
(PAC)
Promise what and when you can deliver Order confirmation based on business Prevent single customer from buying the Analyze and monitor Product Allocation
accurately in real-time. priorities and changes in the demand or entire available quantity and other requests data to understand the product allocation
• Time phased mass enabled check supply situation. not being satisfied. situation.
(parallelization) • BOP setup- requirement segmentation Confirm orders against capacity constrains. After Supply Assignment Run, analyze the
• Supply consideration: current and future and classification Win, Gain/Improve, • Simple and flexible Product Allocation Supply and Demand situation to take
supply elements Redistribute, Fill and Lose setup and maintenance with time necessary actions.
• Demand consideration: sales orders (SO) • Easy to use ‘select option tool’ for dependent assignment to material / plant In the Product Allocations Overview App.
& stock transport orders (STO) configuring BOP segments • Hierarchical / sequential allocations • Drill down and analyze the product
• Checks on plants, distribution centers, • Customizable filter and sorter for BOP (Logical ‘OR’ for PAL constraints) allocation situation for product allocation
sub-locations and batch level segments • Simultaneous multiple allocation checks objects, characteristic value
• Fiori based BOP Results Monitor (Logical ‘AND’ between PAL constraints) combinations in different periods.
• Supports Product Allocations (PAL) and
Alternative Based Confirmations (ABC) • Automated exception handling with BOP • Excel download and upload for mass • Drill down into order items and identify
fallback variants maintenance all consumed product allocation
• Review Availability Check Result App quantities and the order in which the
• oData APIs for Product Availability • Supports Product Allocations (PAL), • oData APIs for importing / exporting quantities have been consumed
Alternative-Based Confirmations(ABC) allocation quantities from external
• Support Scheduling Agreements with and Supply Assignment Run systems
delivery schedules (call-offs)
• Support Scheduling Agreements with • Capacity based Product Allocations
delivery schedules (call-offs) • Easily maintain and extend the
characteristic catalogs for PAL

Review Availability Check Result Monitor BOP Run Product Allocation Overview

Online Order Promising • Mass Order Processing • Manage Business Priorities • Manage Shortages • Supply Assignment • Fast Re-plan

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Supply Chain: Advanced Available-to-Promise Overview (2/2) Advanced Order
Promising
Alternative-Based Confirmation Supply Assignment Run Supply Protection Interactive ATP - Release For
(ABC) Delivery

Check for all possible alternatives to Ensure an optimal assignment of supply to Helps companies to provide minimum Intuitive and informative fast re-planning.
confirm a requirement when, for example, the open requirements and distribute guarantee to priority customers in supply Impact analysis while confirming changes.
the availability of the requested material- available supply to the respective sales shortage situation.
plant combination is insufficient to confirm orders, or stock transport orders. • Visualize constraints imposed by delivery
Protect quantities of a material of a specific groups
the original requirement. • Perform Supply Assignment Run for plant against other demands.
• Trigger during sales order creation relevant materials in Backorder • Visualize the time zone of the delivering
Supports both horizontal and vertical plant
and/or Backorder Processing (BOP) Processing (BOP) protection.
• Dynamic selection of alternative : Best fit • Flexibility to consider future supplies • Fiori based interactive changes to sales
• Time period enabled order confirms amounts before releasing
vs First fit within a specified horizon, rules to sort
supplies, and option to retain or delete • Support Scheduling Agreements with the orders to delivery
• Multiple alternative determination rules delivery schedules (call-offs)
(Max-Earlier Confirmation, Full previous assignments. • Impact simulation of current ATP
Confirmation, On-Time Confirmation) • Insight to Action tool to evaluate the • Support of Planning Level at Plant, situation
assignment situation and to enable the Plant/Storage Location or Plant/Pool • Direct navigation to Sales Order
• Support manual selection of alternatives Segment level
user to take manual actions like
• Supports partial plant substitution, create/change existing assignments, • Option for restricting demands
additional hard constraints to limit the create outbound deliveries dependent on the remaining protection
number of substitutes and optimize
logistics processes • In Supply Assignment Overview Apps do
flexible and detailed analysis of supply
and demand situation for different
dimensions and KPIs, in both graphical
and tabular formats

BOP Run Result with ABC Maintain Protection Quantities

Online Order Promising • Mass Order Processing • Manage Business Priorities • Manage Shortages • Supply Assignment • Fast Re-plan

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2023
Supply Chain: Advanced Available-to-Promise Advanced Order
Promising FPS02

Supply protection enhancements

• Ability to define supply protection at the


combination of a material with a plant.
• Increased flexibility to define supply
protection at lower planning levels:
• Plant / Storage Location- relevant
demands are supplied only if the
demand includes the specific
storage location maintained.
• Plant/Pool segment- relevant
demands are met only if the
demand includes the specific pool
segments defined e.g. like a certain
grade quality grade of a product.

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Supply Chain: Advanced Available-to-Promise Advanced Order
Promising
2023
Supply protection enhancements

• Increased flexibility for defining


protection with the new option to define
the Supply protection with the setting
“restriction outside planned protection”
• Enables one to define a check for
whether a demand is covered by the
remaining protection of the related time
bucket or whether it exceeds the
remaining protection
• Newer logic helps to ensure that even
lower priorities will get at least minimum
quantities
• Supply protection that can be defined on
the level of the material-plant
combination as well as specifically for a
selected storage location

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2023
Supply Chain: Available-to-Promise Logistics Cross Topics Business Process Scheduling
FPS02

Business process scheduling – enhanced support for business processes

• Business process scheduling (BPS), flexible configurable


scheduling solution in SAP S/4HANA
• BPS provides a framework to define, schedule logistical
activities of different business processes
• Decouple business documents (for example, a sales order in the
sales order scheduling process) from a concrete scheduling
application
• Supports various business processes – Sales, Outbound Define Scheduling Schemas for BPS
Delivery, Stock Transport, Available to Promise
• Pre-delivered BPS schemas, which consume existing scheduling
configurations based on shipping point and transportation route
• Delegation APIs for adding custom scheduling logic and
accordingly calculating start and end dates of one or more
scheduling activities
• Calculate all logistically relevant date types like material
availability date, goods issue date, transport duration,
transportation requirement routing & scheduling(TM integration),
loading and unloading date based on the most-accurate
durations and working times for the involved activities and Review Availability Check Result

entities (like picking, loading, transporting, and unloading)

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Supply Chain: Advanced Available-to-Promise Advanced Order
Promising
2023
Review availability check results

• Review availability check results with an


intuitive SAP Fiori User Interface
• Understand in detail how the system
calculates a confirmation
• Visualize the path from a request to a
confirmation result in a network graph, before
applying a confirmation result
• Navigate into further consumption and
confirmation details in the case of Product
Allocations
Review Availability Check Result
• Select from a set of calculated alternatives in
case of Alternative Based Confirmation
• Edit capabilities including of fixing of dates,
quantities and deletion of confirmations to

Transparency Flexibility User Experience

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Supply Chain: Advanced Available-to-Promise Advanced Order
Promising
Advanced
Available-to-Promise
2023
Supply creation-based confirmation

• Enhanced capability to confirm sales order


requirements by initiating supply creation in SAP
S/4HANA Production Planning/Detailed
Scheduling (PP/DS)
• Integration between SAP S/4HANA Advanced
Available-to-Promise (aATP) and Production
Planning and Detailed Scheduling (PP/DS) in SAP
S/4HANA.
• Enables confirmations of sales order
Check for the availability of a Process of creating new Enhanced capability to
requirements when the available quantity of the supply, invoking production- promise an order by checking
product, based on supply and
requested product is insufficient demand matching algorithm in planning tools to increase the for availability and, in
production planning confirmation of a request after addition, invoke supply
• Check done for material availability and an availability check creation if required to fulfill
triggering supply creation for a requirement if the request
necessary.
• Supports Make-to-Order , Make-to-Stock
scenarios and ABC at Finished Product level
• Supports Block Planning and Characteristic
Dependent Planning (CDP)

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Supply Chain: Advanced Available-to-Promise Advanced Order
Promising
Advanced
Available-to-Promise

Supported features overview in aATP and PP/DS


Customers now have the flexibility to choose relevant check type

Availability Check Type Production Planning-Based Availability Check Product Availability Check (PAC) with Supply
(PPAC) with Supply Creation Creation
Make-to-Order Make-to-Order
Production Scenarios
Make-to-Stock Make-to-Stock without fixed pegging*

Sales Product Allocation Sales Product Allocation


Supported Features in aATP Capacity Product Allocation Capacity Product Allocation
BOP executing only PAC**

Multilevel supply planning Multi-level supply planning


Finite/infinite planning Finite/infinite planning
Time-continuous and bucket-oriented capacities Time-continuous and bucket-oriented capacities
Alternative sources of supply Alternative sources of supply
Supported Features in Re-creation of supply elements (Make-to-Order and Make-to- Re-creation of supply elements (only Make-to-Order) ***
PP/DS Stock with fixed pegging) MRP areas (of type storage location)
MRP areas (of type storage location)
Redistribution of supply elements
* Fixed pegging in not supported with PAC.
Fixed pegging ** Supply Creation is not triggered during BOP run, only PAC is executed.
As fixed pegging is not supported with PAC, it is not possible to recreate supply elements in
*** Make-to-Stock scenarios.

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Supply Chain: Advanced Available-to-Promise Advanced Order
Promising
SAP Integrated
Business Planning

Integration with SAP Integrated Business Planning

• Ability to consider response planning-based


confirmations during advanced ATP check
• New response planning–based availability
check to consider and respective results from
SAP Integrated Business Planning for Supply
Chain (SAP IBP) during the advanced ATP
check:
− Assignment of a zero confirmation from
advanced ATP for newly created sales
orders or changed sales orders
− Transfer of orders to SAP IBP, for planning
and confirmation
Change Standard Order
− Use of order confirmations that have been
created by the response planning run in
SAP IBP, for advanced ATP

Application Jobs

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Supply Chain: Advanced Available-to-Promise Advanced Order
Promising
Advanced
Available-to-Promise

Availability checks for sales scheduling agreements with call off

• Sales Scheduling Agreements with Delivery Call


Offs are now supported in Product Availability
Check, Product Allocation, Back Order
Processing and Supply Protection
• Get reliable confirmations within the context of
scheduling agreements with call-offs
• Ability to execute availability checks at the
scheduling line level within a line item for
scheduling agreements

Review Availability Check Result

Public 88
Supply Chain: Service parts distribution Service Parts Distribution
Extended Service
Parts Planning

Extended Service Parts Planning

Distribution
Capture & manage Inventory
Forecasting Requirements Planning Deployment Inventory Balancing
demand Planning
(DRP)
Determine the demands of all
React flexibly to demand Plan the optimal stock of
locations within the bill of Balance excess and shortage
Capture and manage demand changes . location products. Determine the distribution of
distribution (BOD), round & at individual locations.
for location products to Determine the best forecast Calculate the economic goods within a BOD, and
aggregate them along the Can be scheduled as a
generate a demand history. model for a location product. order quantity in decide how to distribute the
BOD to the entry location. periodical service or
Load sales order data & stock Use stability rules to prevent combination with the safety goods and, if necessary,
Create scheduling automatically triggered by
transfer order data. too rapid changes to the stock for each location initiate this within the BOD.
agreement releases & events.
forecast model. product.
purchase requisitions.

Fixed Demand and Receipt Forecast Approval Inventory Planning DRP Matrix Deployment Logs Stocking/Destocking Approval

SAP Note 3343332 - Release information & restrictions for Ext. Service Parts Planning in SAP S/4HANA 2023
SAP Note 2912293 – eSPP Product Substitution
SAP Note 2940185- S/4HANA eSPP – IBP Integration

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2023
Supply Chain: Delta scope summary 2023

Advanced Order Promising Advanced Warehousing Advanced Transportation

• Enhanced supply protection with restricting demands • Support for Advanced Shipping and Receiving (ASR) • Greenhouse gas emission calculation for road freight
dependent on the remaining protection in decentral warehouses - integration of advanced including the comparison between planned and
• Enabling Business Process Scheduling (BPS) for Stock shipping and receiving processes in decentralized reported emissions
Transport Orders through configuration based on deployment • Support for Advanced Shipping and Receiving in
stock transport catalog • Support for repetitive manufacturing and introduction decentral warehouse with local Transportation
• Business Process Scheduling considers the of a simplified Kanban framework without deliveries management capabilities
transportation duration maintained in TM master data for decentralized extended warehouse management • Enhancements for package building
during scheduling of sales orders (FPS01) in SAP S/4HANA • Reverse auction where the carriers can revise their
• Flexibility for the definition of protection with the • Support for batch specific units of measure in the bids until response deadline (FPS01)
additional ability to define the supply protection at extended warehouse management (FPS01)
plant/pool segment level (FPS02) • Inbound cargo documents based on Large Language
• Integration of TM based scheduling into sales order • Advanced shipping and receiving: outbound Model (FPS02)
scheduling enabling determination of accurate order streaming, automated creation of freight orders • Conversational planning in the transportation cockpit
promising dates (FPS02) (FPS02) based on Generative AI (FPS02)

Inventory Warehousing Delivery and Transportation

• Enhanced barcode scanning including support for • Automatic packing, picking, and put away of • Manage Incoterm Location as Transportation
the composite barcodes based on international GS1 multiple handling units Management (TM) Location and enable better
standard various SAP Fiori apps for to process of • Enable Record Warehouse Defect app in decentral integration with SD, MM, and LE in the context of
inventory adjustments EWM on S/4HANA incoterms
• Inventory Analytics and Control enhancements • Automatic triggering of proforma customer invoices
• Handle defects / defective parts in decentral EWM
including consignment stock reporting and and customer invoice (FPS01)
managed warehouses or PSAs
automating email notification to suppliers
• Extensibility enhancements to various inventory
management related business objects

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Manufacturing
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Manufacturing: Overview

Modular Cloud • SAP Integrated Business Planning


LoB Solutions • SAP Digital Manufacturing
• SAP Analytics Cloud
$ additional license

additional installation
IBP: Demand Planning

Plan and optimize production plans considering capacity constraints.


ext. Production Planning
Schedule and dispatch production orders to work centers at the shopfloor

Engineer and manage changes for Bill of Materials (BoM), Routings, and Work Centers.
SAP S/4HANA ext. Engineering & Ops (PEO) Operate and provide detailed instructions for production operators and sign-off confirmations.
LoB Apps
Ensure safety and business continuity.
$ additional license
Env. Health & Safety (EHS) Mitigate health and safety risks by performing risk assessments.
Create safety instructions and manage incidents.

Advanced Scheduling Board


Production Engineering Design products and resources, managing the change throughout the life cycle. Manage
master data such as materials, routings, BoMs, recipes, work centers, etc.
Production Planning Plan products and components for internal and external procurement. Improve planning results through
SAP S/4HANA memory processing with MRP live, Predictive MRP and Demand Driven Replenishment
Production Operations Control manufacturing operations for discrete, process, and repetitive industry variations and
Enterprise
extensions, fully integrated with Supply Chain & Finance.
Management
Specialize manufacturing models based on specific functional and industry requirements, including
Manufacturing Options
discrete, process, repetitive, project, outsourced, Kanban, and Just-in-Time manufacturing models.
Inspect production processes and goods receipts.
Quality Management
Manage inspection lots and apply usage decisions to improve manufacturing output.
Analyze manufacturing data for process improvements, decision support reporting and Manage Production Orders
Manufacturing Insights documentation purposes. Provide alerts for exception-based management.

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Manufacturing: Business Area Overview

Modular Cloud • SAP Integrated Business Planning


LoB Solutions • SAP Digital Manufacturing
• SAP Analytics Cloud
$ additional license

additional installation

ext. Production Planning Constraint based Planning and Scheduling

SAP S/4HANA ext. Engineering & Ops (PEO) Extended Production Engineering Extended Production Operations
LoB Apps
$ additional license
Env. Health & Safety (EHS) Environment Health and Safety Incident Maintenance Safety Change

Production Engineering Product Definition Product Structure Production Processes Product Infrastructure

Production Planning Materials Req. Plan. Capacity Planning Prod. Scheduling Predictive MRP Demand Driven MRP
SAP S/4HANA
Enterprise Production Operations Production Control Production Execution
Management
Manufacturing Options Discrete Process Repetitive Project Outsourced Just-in-Time Kanban

Quality Management Quality Planning Quality Inspection Quality Improvement

Manufacturing Insights Manufacturing Analytics

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Manufacturing: Production Engineering

Production Engineering Product Definition Product Structure Production Processes Production Infrastructure

Production relevant material data: Structure products to manage Routings plan the operations during Define work centers, production lines,
components and assemblies. manufacturing activities. Operations factory layouts and production
Material Types: provide the basis for scheduling resources and tools (PRTs).
[FERT] finished product Define separate BoMs for different dates, capacity requirements for work
[HALB] semi finished products areas (e.g., Engineering, Production, centers, and material consumption. Assign production capacity based on
[HIBE] operating supplies Sales, Service). factory calendar and resources
[KMAT] configurable materials Recipes define the product availability.
[FHMI] prod. resources / tools Engineering Change Management formulation process and the
determines the valid BoM version for development of manufacturing Consider operations and maintenance
MRP Types: the respective date, production products. plan (incl. shutdown plan).
[VB] consumption driven version, and purpose.
[PD] plan / order driven
[VV] forecast driven

• Lot size procedures


• Scheduling parameters
• Units of measure
• Etc.

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Manufacturing: Production Planning

Production Planning Materials Req. Plan. (MRP) Capacity Planning Production Scheduling Predictive MRP Demand Driven Replenishment

Plan raw materials and Balance production requirements Plan, assign, and prioritize Predict and simulate capacity Buffer inventory based on target
components based on BoM with available capacity of production schedule based on constraints based of the current levels in strategic locations
explosion of finished product respective work centers and shift production demand and MRP result. across the supply chain.
requirements. Create proposals calendars. available production capacity. Replenishment is triggered
for internal and external New mid-term planning solution based on the average
procurement based on quantities to influence capacity planning consumption over the lead time.
and date requirements. through MRP prediction.
1. MRP Options: A specific MRP type controls the
• MRP classic (ABAP) / MRP Includes options to simulate consumption-based planning
live (in memory) and resolve capacity and through parameters for
• batch or online / single or material gaps in a plant before
multi materials they occur. • qualified demand
• qualified supply
2. Net requirements calculation: • safety stock
• qualified demand • lot size and
• qualified supply • reorder point
• relevant planning horizon
• lot-sizing
Buffer Size =
3. Dependent requirements (Stock on Hand in % to ToG)

calculation
(BoM explosion) Blue Zone Maximum
Stock

Green Zone
4. Source of supply assignment Reorder Point

Yellow Base

5. Lead time scheduling


Manual Adjustment Safety
Stock
Red Safety Min Safety
Stock
Red Base

predictive MRP
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Manufacturing: Production Operations

Production Operations Production Control Production Execution

Control full shop floor production for handling materials, BoMs, recipes, Execute, control, monitor, and confirm manufacturing with real-time data from
routings, batches, parts, components, work centers, and resources, all the way shop floor, contract manufacturers and suppliers. Transfer planned orders,
up to the finished products using central cockpits to minimize bottlenecks and release production orders, confirm operations, and track work in progress.
mitigate risk.
‘print’ labels
Reserve and stage
Components documents components
& Work
Center
Capacity set up
Create operations
Production Production
Order
Order Status:
Start
1st.
Created ✓ operation
Released ✓
Dispatched ✓
Confirmed ✓ Inspect
quality
Delivered ✓
cost Completed ✓
Settlement of
production order Confirm
1st Operation
(Yield and
Manage Production Orders Post
time)
Goods Receipt
(Finished Product) Confirm
into inventory Last Operation

Public 96
Manufacturing Options

Manufacturing Options Discrete Process Repetitive Project Outsourced Just-in-Time Kanban

Production order- Manage process Simplified Control production via Replenish with self- Deliver Replenish with self-
based manufacturing manufacturing with a processing in projects and network steering control components and steering control
with reference to continuous flow of repetitive scenarios orders. circuits. An empty sub-assemblies circuits. An empty
routings for fluids and bulk with mass Keep inventory in bin triggers the directly to the bin triggers the
manufacturing materials. Use processing and project specific stock procurement process production line of procurement process
processes and Bill of recipes to control the streamlined financial and collect costs via with parameters like the customer in with parameters like
Materials for production process. controls in periodic WBS elements. • number of bins in order to avoid • number of bins in
components and sub actions. the circle inventory buffers. the circle.
assemblies • bin status With just-in- • bin status
(full /empty) sequence the (full /empty)
• Kanban card assembly is • Kanban card
(source of supply, delivered in (source of supply,
lot size) sequence according lot size)
the requested
specifications.

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Manufacturing: Quality Management

Quality Management Quality Planning Quality Inspection Quality Improvement

Quality Planning ensures the quality of products, Quality Inspection is used to prepare, perform, and Quality improvement provides tools that are the basis
processes, and services. During the early stages of monitor quality inspections, for example, in for improving your processes and products. You can gain
product design and development, it is important to purchasing, production, or sales scenarios. better insights into your quality-related data and thereby
have the correct quality tools and to implement Use inspection lots to perform a quality inspection. reach your corporate quality goals. Use:
appropriate quality-planning strategies. Once the inspection results have been recorded, the • quality notifications to carry out the problem-solving
inspection lot is completed with the usage decision. process including root cause analysis
• FMEA (Failure Mode and Effects Define rules so that the system automatically • nonconformance management to correct the
Analyses) prevents and avoid defects and ensure determines the scope of the next inspection defects, prevent them from recurring, and trigger
high levels of quality already in design phase. dependent on the latest inspection results. Use: process tasks
• results recording to enter inspection results • use new defect object for recording and tracking
• Use control plans to perform an integrated
• defects recording to record individual defect of warehouse or production related defects
inspection planning for goods receipt inspections
and during production. items • Integration with new SAP Quality Issue Resolution
• sample management for processing (BTP app) for all types of problem solving processes
• Use inspection planning to define inspection (customer, supplier, internal)
• calibration inspections to plan and perform
criteria for continuous inspection. calibration inspections of test equipment • quality analytics and quality evaluations based on
inspection results or based on issue data
• stability studies to track and examine how
different environmental conditions • use audit management as systematic examination
for determining, evaluating, and documenting
• quality certificates for inbound and outbound

Results Recording Manage Defects and Follow-ups


Quality Engineer Overview
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Manufacturing: Manufacturing Insights

Manufacturing Insights Manufacturing Analytics

Although analytics and reporting are typically embedded within the manufacturing business processes, see examples of specific manufacturing analytics below.

• Component List:
all components that are used for a
specific product (multi-level Bill of
Material)
• Material where used list
for which finished product a specific
component is used
• Batch where used
which component batches were
used to produce a specific finished
goods batch BatchDisplay
Characteristics
Product Component List MRP KeyAnalytics
Figures Inspection Lot Analytics
• Missing Parts:
missing components at time of
production order release
• OEE
Overall Equipment Effectiveness
• Planned vs. actuals
e.g., for resource consumption,
costs, time, etc.
• Capacity Utilization
analyze Work Center Utilization
• Material Coverage
• Quality Analytics:
• Non-Conformance Analytics Optimal Order and Material Coverage Work Center Utilization Non-Conformance Analytics
• Inspection Lot Analytics
etc.
additional analytics are available in the Logistics Information System (LIS)

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Manufacturing: Extended Production Planning

ext. Production Planning $ Constraint based Planning

Constraint based production planning


is co-deployed with SAP S/4HANA on the
same system utilizing one HANA database
for production or external procurement to
cover product requirements.

Perform a visualized production


scheduling to plan critical products, such
as products with long replenishment lead
times or products that are produced with
bottleneck resources.

In addition, use the SAP Fiori app Create


Optimal Orders for Shipment to order
several materials in one purchase order
and optimize the order quantities to best
utilize the capacity of the means of
transport.
Advanced Scheduling Board

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Manufacturing: Ext. Production Engineering & Operations (PEO)

ext. Production $ Extended Production Engineering Extended Production Operations


Engineering & Ops

SAP S/4HANA
Ext. Production Handover Engineering BoM complex Assemblies complex Assemblies Handling Instructions
Engineering & -> Manufacturing BoM
Operations $ Version Management Version Management advanced Confirmations
(PEO) Version Management
Enhancements Enhancements Buy Off
Enhancements

SAP S/4HANA
Production
Planning & Bill of Material Routing Work Center Operations
Execution
(PP)

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Manufacturing: Ext. Production Engineering & Operations (PEO)

ext. Production $ Extended Production Engineering Extended Production Operations


Engineering & Ops

Production Engineering Production Operations

Manufacturing Change Management Production Order Management & Control


Monitor
Eng. Mfg. Change BOM / Routing Shop Floor Order Production Monitoring
Engineering/
Change Change Impact Version Operation/Activities • Qualifications required
Manufacturing •
Notice Record Analysis Management • 3D Visuals • PRTs
Snapshots Buyoffs Production Order
• Work Instructions •
• Data Collection • … Change Management
BOM Production Process Planning
Management Manage Planning Complex Assembly Execution
Prod. Integration Portal (PIP)

Shop Floor Master Data


Manage BOMs Routings Nonconformance /
• Operation/Activities Templates and Work Assignment Defect Handling
• 3D Visuals Favorites & Work Queues
• Work Instructions
• Data Collection Tool Usage Tracking
Visual Enterprise • Qualification Manage Standard Texts
Manufacturing required
Perform Operations
• PRTs
Planner Manage Buyoff and Activities
• Buyoffs Action Log & Genealogy
• … Templates

Model-Unit-Effectivity Manufacturing Reference Structure Variant Configuration


Major Assemblies/Installation Kits Disassembly
Reference Designators Product Manufacturing Information (PMI)

Public 102
Manufacturing: Environment Health & Safety (EHS)

Env. Health & Safety $ Environment Health and Safety Incident Maintenance Safety Change
(EHS)

Forecast emission data based Manage your general and Record EHS incidents, near Control maintenance work Streamline change requests,
on past emission data with the equipment related safety misses, and observations. through clear safety automating the involvement of
help of predictive learning instructions centrally.
instructions and permits. the right people to mitigate risks
algorithms and statistical Create transparency and
methods. Prevent incidents and reduce standardization with templates, caused by changes to equipment,
EHS risks. task tracking, and analytical Link environment, health, and substances, operating conditions,
Manage emissions of automated reporting. safety (EHS) information to and procedures.
greenhouse gas as well as Standardized, cost-effective technical equipment and plant
other air or water emissions to approach to managing Decrease injury, illness, and
maintenance tasks. Manage operational changes with
fulfill legal requirements while operational risks incident rates, reduce EHS
fostering proactive data penalties and fines, and thorough review, risk mitigation,
transparency & monitoring. Minimize workplace unplanned downtime. Support flexible levels of and documentation approval.
exposures and related health permits natively integrated
Detect and communicate impacts. Manage investigations, follow-up with the work-order process in
deviations, including activities and improve employee
enterprise asset management.
investigations and tracking Manage industrial hygiene, engagement.
follow-up activities. monitoring by plan and perform
workplace sample campaigns Role-based analytics provide Automate the permit process
Reduce risk of environmental and related measurements. insight into incident root causes. and enforce fully auditable
non-compliance and procedures that promote
penalties.
consistent behavior.

Public 103
2023
Manufacturing: Order Notes Management

Scope
▪ Hand-over of planning information to
shop floor
▪ Capturing of object specific free text
information in PP/DS
▪ Structuring of notes by usage of
multiple note types
▪ Exchange of planning relevant
information with shop floor by
integration with PP long texts
▪ Improve information flow within and
across planning departments
▪ Hand-over of planning information to
shop floor
▪ Improve process flow

Creation and administration of order notes in PP/DS


Public 104
2023
Manufacturing: Interactive Scheduling Board
Advanced
Scheduling Board

Advanced Planning Board

After dragging an operation with left mouse


button, calendar areas of alternative
resources are highlighted in green color

Dragged operation can be dropped on one of


the resources being highlighted in green color

Public 105
2023
Manufacturing: New monitoring, alerting and analytics for PP/DS FPS2

Advanced
Analytics

Evaluation of production plans:


▪ Calculation and presentation of KPIs
▪ Graphical visualization of KPIs
based on the modern UI technology
▪ Flexible combination of KPIs
in a dashboards
▪ New data extraction based on
Live Cache CDS view technology
▪ Provide standardizes interface
for PP/DS data extraction
(succession of PP/DS BW extractors)

SAP Analytics Cloud:


▪ Visualization content delivered in SAP
Analytics Cloud
▪ Data extraction from S/4HANA via
Live Connect and CDS views based
on LiveCache
▪ Customer specific content in SAP
Analytics Cloud can be defined

Public 106
2023
Manufacturing: Enhancements in Capacity Planning
Eval. Work Center
Capacity

▪ Work Center Grouping:

Manage Work Center Capacity and


work lists via area of responsibilities

▪ Manage Work Center Capacity:

Include Sales Order data for MTO in


Operations Table

▪ Component availability date


in Capacity Scheduling table

Public 107
Manufacturing: Tank Planning 202
Filling, draining, cleaning tanks with on order 3

▪ Fill the output quantity of one order


into multiple storage tanks
▪ Drain the input quantities of one raw
material from multiple storage tanks
▪ Select the storage tanks
▪ Define the quantities per storage tank
▪ Define the sequence of storage tanks

Intuitive User-Interface provides


information on:
▪ Tank sizes
▪ Fill levels
▪ Storage resource alerts
▪ Status
▪ etc.

Integration to execution processes


▪ Process confirmation
▪ Goods receipt postings
▪ Goods issue postings
Public 108
2023
Manufacturing: Time dependent Safety Stock and Reorder Point
time-dependent stock levels
for reorder point and safety stock
Executive Summary

1) Dynamic definition for Safety Stock and Reorder Point (Time series for previously static master data)
2) Define phases for temporary adjustment of inventory levels (e.g. for campaigns or seasonal trends)
3) No ongoing adjustment of master data required (less data maintenance required)

Inventory
Lot Size

Reorder
Point

Safety
Stock

t Time-Dependent Stock Levels


temporary adjustment
order delivery
date date

Public 109
2023
Quality Management: Failure Mode and Effects Analysis (FMEA)
Quality Management: FMEA
(Failure Mode and Effects Analysis)

1) Risk Analyses for Quality Management issues


2) Define probability, that a specific QM issues occurs
3) Narrow down the effects on costs, timeline, safety, trust, etc., of the respective quality issue
4) Visualize and mitigate

For Feature Comparison between


Fiori App and existing transactions
please check out:
SAP Help for S/4HANA on-premise
FMEA Visualization

Public 110
2023
Manufacturing: Advanced Scheduling Board (PPDS)
Executive Summary
1) New interactive Gantt chart with flexible evaluation of planning horizon
2) Reschedule and realign interactively
3) Area of responsibility extended by work center groups

Advanced Scheduling Board


Public 111
2023
Manufacturing: Sales Order specific BOM and Shopfloor Routing
(Engineer-to-Order Production Model) Quality Management: FMEA
(Failure Mode and Effects Analysis)

Feature
• Create sales order specific BOM and Shop floor
routing (or ETO Production Model) based on the
150% CTO production model
• Use Manage Production Model App to enrich the
ETO production model. i.e. add/remove/modify
BOM components or production steps.
• Create production order for sales order item which
utilises the ETO production model instead of
generic CTO production model

Business Benefit
• Flexibility to implement customer specific
requirements in sales order specific production
model without impacting the generic CTO
production model
Public 112
SAP S/4HANA Manufacturing: Supply Chain Integration

• SAP Logistics Business Network Digital Manufacturing


• SAP Analytics Cloud Digital Supply Chain
Modular Cloud • Integrated Business Planning (IBP)
LoB Solutions • Responsive manufacturing (ME, MII, QIM, VE)
$ additional license
• Production operations (MII, QIM)
additional installation • Extended Warehouse Management (Warehousing Hub)
• Extended Transportation Management (Transportation Hub)

• PPDS – constraint-based planning and • Production Engineering & Operations to


scheduling optimization (short term bottlenecks) streamline, track, trace complex engineering Manufacturing & Planning Optimization
• Extended Warehouse Management handover from design to assembly to
SAP S/4HANA (warehousing optimization) manufacturing
LoB Apps • Transportation Management (optimization of
routes, driver, freight planning etc.)
$ additional license
• Advanced Available to Promise, delivery
optimization

Core Manufacturing, Integration, Transparency


• MRP & Capacity • Integration to & control
• Demand Driven MRP to reduce stock buffers & • Sales incl. core ATP
SAP S/4HANA
prioritize sales over forecast • Finance, valuation, costing & planning
Enterprise • Manufacturing Operations • Product Development, e.g., BoM, routing,
Management design
• Quality Management • Procurement
• Inventory, Basic Warehouse & Basic • Embedded analytics
Transportation

Public 113
Manufacturing: Demand-driven MRP

Production Planning Demand Driven Replenishment

DDMRP: Buffer Analyses DDMRP: Manage Buffer Levels

1) Buffer 2) Buffer 3) Replenishment 4) Replenishment 5) Insight


Positioning Sizing Planning Execution to Action
Set up dynamic buffer Use buffer level management Generate replenishment Review the current Easy to use cockpit providing
profiles and determine worklists to review current orders at decoupling points performance situation based capabilities to
threshold sizing of planning situation based on the based on actual demand. on the on-hand stock status, • manage buffer
each buffer according net flow position. Generate orders between Stock Projections. levels augmented by
to decoupled lead decoupling points using system proposals
times for variability. classic MRP dependent • centrally plan & carry out
Public demand logic. replenishment 114
Manufacturing: Predictive MRP

Production Planning Predictive MRP

Scope Calculate Result Evaluate Simulate Apply


Define business Propagate the demand Derived demands and Which top level demands Make it fit: Change top Adjust the actual business
scope and its across the multi-level BoM (rough) capacity loads on drive overload? level demands, change objects based on capacity,
top level demand all (sub) component levels, What are my limits and component or work center preproduce, adjust
linked to the top demand constraints? availability demand or source of
supply

pMRP: Demand Simulation


Public 115
Extended Production
Manufacturing: Production Planning Optimizer Planning and Scheduling
$

Production Planning (to cover net demand by creating receipts) Plant Plant Plant

1) MRP for simple planning,


i.e., without the need to consider capacity constraints

2) PPO for constrained based planning


• cost-based optimization (linear programming)
• shared production resources
• common components
• stock transfer relations between plants
• bucket based planning
• improved delivery service

Constraints: penalty on delay


• resource capacity safety stock violations
non delivery costs inventory
• stock on hand
carrying
• firmed orders transportation costs
costs
• lead time set up costs

• safety stock etc.

Public 116
Manufacturing: Collaborative MRP
MRP change request with Supplier via Ariba Network
SAP S/4HANA

• Changing customer demand ProductActivity


Planning Message
Receive Planning
• Material planner has to react on hundreds of
needed changes for existing purchase orders daily cXML
• Automation needed
ProductReplenishme
Update Plan nt
Commit to Plan
• Requested by Ariba CEI:
Message cXML

OrderReques
Create PO Receive PO
t
cXML

Change Accept,
Change Request
Request Reject, or
(based on MRP)
Alternate

reject
or Change Response to
approve RequestResponse Change Request

SAP S/4HANA: Create MRP Change Request Update Change ChangeRequest Confirm Change SAP Ariba Business Network: Order change request
Request ResponseConfirmatio Request Response
n
OrderRequest Receive Updated
Update PO
cXML PO

Public 117
Quality Management: Integration to SAP Quality Issue Resolution 2023

Supplier

Customer
D5 – Defined Corrective Actions
D1 – Team Define the Team: 8D Leader, Sponsor and 8D Team Members
Define the Team: 8D Leader, Sponsor and 8D Team Members
D6 – Implemented Corrective Actions
D2 – Problem Description
• Plan corrective actions in the context of an identified root
Refine the defect description and distinguish between defect
cause
description from customer and supplier. Update your defect
description depending on findings • Indicate the state of planning of a task by its status
Implement the planned corrective actions
D3 – Containment Actions • Create additionally unplanned corrective actions
Define containment actions and assign them to a task
processor D7 – Preventive Actions
Define and implement preventive actions
D4 – Root Causes
Define root causes manually or supported by a root cause D8 – Congratulate Your Team
analysis method. Identify root causes with 5 Whys Congratulate the involved team on the problem-solving
process
SAP Quality Issue Resolution SAP Business Technology Platform

SAP S/4HANA Quality Management


Other Sources
Quality Notification

Public 118
Manufacturing: Delta Scope Summary 2023 2023
(FPS2)

Ext. Production Engineering Ext. Production Planning

• Production integration portal (PIP) Notes Management


migrate legacy external routings to shop floor routing • Collaboration and handover between planning and shop floor
• Identification of reference-only comp. in a BOM • Integrated with PP/DS order and PP production order long text
• Production Integration Portal: create repair routing e for shop floor routing (FPS1) Tank Planning for process industries: Manage Tank as storage resource
• Compare As-Built with As-Planned (PEO): Filling and Draining multiple Storage Tanks with one Order (aka. ‘Tank Split’)
New app to create a comparison of a serialized product as it was actually built in execution
with its as-planned MBOM. Constraint-based production planning: new advanced graphical scheduling board
• Order-Specific Shop Floor Routings SAP Fiori app to define and manage flexible constraints for PP/DS (FPS1)
Create and manage your order-specific shop floor routings. You can now use new features
that are available for maintaining order-specific shop floor routings. (FPS2) Analytics in Production Planning and Detailed Scheduling (PP/DS):
new CDS (Core Data Services) views to monitor and analye KPIs in PP/DS.
• Analyze Change Impact by engineering changes of EBOMs to MBOMs, shop floor routing, and This optimizes the planning of your resources, procurement, and production. (FPS2)
production orders (FPS2)

Production Engineering Production Planning Production Operations / Options Quality Management

• Process Production Versions: Manage Material Coverage:: • Serialization: • Quality Planning and Improvement
Network Graph View for Master Recipe. New, modernized SAP Fiori app Coverage Batch processing of multiple serial
Navigate in the Process Production numbers from multiple production orders Failure Mode Effect Analysis (FMEA) for
Versions app to a network graph that products and processes with graphical UI
represents the sequence of operations Capacity evaluation
• Internal Collaboration: • Quality Inspection
and phase relationship for master recipe. New SAP Fiori (Graphical Planning Board)
Cross-domain collaboration between Enablement of usage decisions for
• Work Center Groups: • production engineers inspection lots with serialized materials
MRP live:
New app features the column Work Center enablement of the simple distribution key • production supervisors • Quality Improvement
Group Type and also supports navigation • shop-floor workforce Defect recording with defect code
to the Manage Work Center Groups
MRP: Time-dependent Stock levels: determination based on business rules
• Validity intervals for multiple materials • Production Supervisor Responsibility (BRFplus).
• Work Center Responsibility New app to define your area of
• Visualization of relevant stock level values
New app defines the area of responsibility responsibility by selecting the respective • SAP Quality Issue Resolution Supporting
by selecting the respective combinations combinations of plant and production collaborative problem-solving processes
of plant and work center person Demand Driven MRP:
supervisor. (8D) with BTP App integrated with SAP
responsible. • Flexible definition of display horizons
(incl. mass maintenance capabilities) • Advanced average-daily-use calculations S/4HANA QM (Q-notifications)

Public 119
Sales
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Sales: Overview

Modular Cloud • E-Commerce


LoB Solutions • Sales automation
• Customer data
additional license
• Marketing
additional installation • Customer service

Sales Force Support Manage customer engagement cycles with embedded presales
capabilities for lead, opportunities, and relevant tasks. My sales overview

Ensure consistent master data, including pricing across the organization.


SAP S/4HANA Order and Contract Process sales documents accurately and timely to maximize customer
Enterprise Management satisfaction. Monitor Condition contract
Management Access real-time sales performance KPIs for optimized decision making.

Manage an end-to-end process that spans from creating a solution


Solution Business
quotation to delivering products of different categories, such as physical
Management Customer Overview
goods, one-time services, long-running services, and subscriptions.

Public 121
Sales: Business area overview

Modular Cloud • E-Commerce


LoB Solutions • Sales automation
• Customer data
additional license
• Marketing
additional installation • Customer service

Sales Force Support Sales Lead Mgmt. Opportunity Mgmt. Activity Management Account and Contact Mgmt.

Sales Master Data Management Price Management Sales Contract Management

Sales Quotation Management Sales Order Management and Processing


SAP S/4HANA Order and Contract
Enterprise Management
Management Sales & Solution Billing Sales Monitoring and Analytics

Sales Rebates Mgmt. & Commissions Mgmt. Claims, Returns and Refund Management

Solution Business
Solution Portfolio Management Solution Quotation Management
Management

Public 122
Sales: Sales Force Support

Sales Force Support Sales Lead Management Opportunity Management Activity Management Account and Contact Mgmt.

Collects any potential sales Records recognized sales Plan, track and organize sales Delivers sales force a holistic view
information at the beginning possibilities and tracks the activities throughout the entire of each customer with identified
phase of sales pipeline progress across the sales cycle. customer relationship life cycle. key contact and account data.

• Manage presales activities to maximize leads to


order ratio:
− Bring selected SAP CRM Sales capabilities into
SAP S/4HANA
− Use unified master data (Business Partner,
Products, Price), transactional data objects
(Sales Quotation, Sales Order) and harmonized
UX
• Integrate with SAP S/4HANA sales processes
• Part of SAP S/4HANA, no add-on, no middleware
required
• Included in SAP S/4HANA Enterprise Management
license
• Best practices content (link) Create Lead

Public 123
Sales: Order and Contract Management

Order and Contract Master Data Management & Sales Order Management and
Sales Quotation Management Sales Contract
Management Price Management Processing

Leverage simplified data Accelerate sales cycles Manage contract types, Provides a 360-degree
models and central with integrated sales such as, sales contract, view of sales order
Business Partner quotation management by condition contract for execution. Maximize low-
approach. delivering compelling sales Settlement Mgmt., touch order rate,
Create, modify, or display quotations to customers scheduling agreement, leveraging exception-
sales master data in a and by focusing on trading contract for Global based order management.
harmonized user prioritized quotations with Trade Management. Prevent overall delivery
experience. embedded prediction Use real-time and delay with embedded
Control price master data capabilities for the predictive analytics to predictive analysis.
definition and perform quotation-to-order effectively manage sales Streamline sales processes
Customer Overview price calculation. conversion rate. contracts. with workflow.

Sales Rebates & Incentive and Sales Monitoring Claims, Returns and Refund
Sales & Solution Billing Commissions Management Management
and Analytics

Cover manual and Manage business volume- Monitor and analyze core Reduce customer service &
automated billing and based sales rebate with sales business processes, support cost by
invoicing scenarios. condition contract from quotations and streamlining return
Sales Order fulfillment Issues Combine external billing settlement. contracts, to sales orders, processes and customer
data with sales documents including their fulfillment return analysis.
into one single invoice. up to invoices. Sales KPIs
integrated in SAP Analytics
Cloud.

Public 124
Sales: Solution Business Management

Solution Business Management Solution Portfolio Management Solution Quotation Management

Business solution portfolios bundle service Offer solutions to your customers by


contract items, service order items, sales order creating quotations for combinations of
items, and subscription contract items that are different types of products (such as
related to a solution and its customer. tangible products, services, and service
contract items). These combinations of
• Create business solution portfolios products can be modeled as product
Business Solution Portfolio automatically as a follow-up transaction bundles in master data.
for a solution quotation in addition to the
contracts • Use product bundles to sell
combined products as a single
• Create business solution portfolio package
manually using the app Manage Business
Solution Portfolios • Accept solution quotations to create
follow-up transactions

• Use the pricing for one-time charges,


Solution Quotation periodic charges, and bundle prices

Public 125
Sales: Master Data Management Order and Contract
Management
Master Data Management

Business Partner Multiple Addresses Adoption in Order-to-Invoice Process

WHAT WHY
• In SAP ECC, Customer and Vendor master data is • Enablement of the Business Partner multiple
maintained independently addresses in order-to-invoice process with SAP
S/4HANA 2021 release
• SAP S/4HANA Business Partner (BP) is the
leading object and Customer & Vendor are the • Business Functions:
respective roles of the Business Partner • BPCUSTOMER_MULTIPLE_ADDRESSES
• Q2C_MULTIPLE_BP_ADDRESSES
• Customers, who use Customer & Vendor in SAP
S/4HANA applications shall benefit from the • Master data migration planned for SAP S/4HANA
advantages of BP – compared to customer & 2021 FPS02
vendor concept, e.g., multiple addresses
• SAP note: 3067314

Public 126
Sales: Price Management 1/2 Order and Contract
Management
Price Management

• Calculates net values in the sales process


across the process
• Can be carried out automatically or edited
manually
• Key elements include:
• Pricing procedure
• Condition type
• Access sequence
• Condition record
Manage Prices - Sales
• Available APIs:
• Asynchronous outbound service allows
the replication of condition records for Sales Document Pricing procedure PP1 Condition Access Sequence AS1
Type LP
pricing which are used in Sales to Sales document type and 1 Condition Type 2 3 1 Customer/Material
external systems customer master data
1 List price LP
Access
determine pricing procedure Sequence 2 Price list/currency/
• Synchronous inbound service enables PP1 AS1 Material
2 Discount (%) D2
one to create, read, update, and delete
Product XYZ 120 PC 3 Material
condition records for pricing which are Net value
used in Sales
• Inbound service enables external 4
applications to read pricing procedure Sales Document
data which is used in Sales 1 List price 101 X 12120 USD Condition Record
• Price Elements – Flexible Analysis 120
1 >1 102 USD/PC
• Manage Price Fiori App video 2 Discount 2% -242.40 USD 5
(%) 2 >100 101 USD/PC

Net value 11635.20 USD 3 >200 100 USD/PC

Public 127
Sales: Price Management 2/2 Order and Contract
Management
Price Management

Approval Workflow

Configure workflows according to a company's


internal guidelines on how to control and approve
price changes in sales by different stakeholders:

• Configure the process to trigger approval of sales-


price changes

• Configure the workflow of approvals

• Define and assign responsible teams to the


different approval workflows

My Inbox

Public 128
Sales: Sales Quotation Management 1/2 Order and Contract
Management
Sales Quotation
Management

• Create a quote in the system or presales


system, while being accepted / rejected by
customers

• Monitor incomplete quotation

• Use of approval workflow for granular control


over which quote goes out to the customer

• Automatic notification of the responsible


employee when a sales quotation is about to
expire

• Analyze sales quotations based on flexible


combinations of dimensions

• Manage duplicate quotations by comparing


potential duplicate sales documents detected
in the Manage Duplicate Sales Documents app Manage Sales Quotations

Customer Sales Targeted Sales order


engagement quotation sales
activities

Public 129
Sales: Sales Quotation Management 2/2 Order and Contract
Management
Sales Quotation
Management

SAP Fiori App: Sales Quotation Conversion


Rate

Allows Sales Manager & Internal Sales


Representative to proactively:
• monitor sales quotation to order conversion
ratio
• work on high probability and high value
quotations
• forecast sales with confidence

Accurate information about the conversion rate


enables sales forces to focus on the most reliable
quotations in order to increase sales.

Quotation Conversion Rates

Public 130
Sales: Sales Contract Management 1/2 Order and Contract
Management
Sales Contract
Management

• Capture sales contracts effectively

• Contract types covered:


• Sales quantity/value contract
• Sales scheduling agreement

• Approval workflow for sales contracts

• Identify and monitor contracts that need to be


renewed soon

• Proactively alerting for expiring sales contracts with


abnormal fulfillment situation

• Analyze sales contract fulfillment rates to identify


which contracts are not being fulfilled as expected

Manage Sales Contracts

Public 131
Sales: Sales Contract Management 2/2 Order and Contract
Management
Sales Contract
Management

Enable down payment processing for sales


quantity contracts using billing plans

• Create a sales quantity contract with down payment


billing plan lines, and contract release orders with
reference to the contract.

• The contract release orders are blocked for delivery


before all agreed down payments are made.

• Once the customer has made the payment


completely, the system removes the delivery block
on schedule lines, allowing the continuation of
delivery processing and invoicing.

Public 132
Sales: Sales Order Management and Processing 1/8 Order and Contract
Management
Sales Order Management
and Processing

• Execute business transactions based on sales documents,


such as inquiry, quotation, and sales order, defined in the
system.
• Create a sales document with or without reference to an
existing document. When creating or changing sales
documents, the system confirms dates and quantities.
• When processing a sales document, the system can
automatically carry out basic functions, such as the
following:
• Pricing
• Availability check (if this function is defined in the
material master record)
• Transferring requirements to materials planning
(MRP)
• Delivery scheduling
• Shipping point and route determination (for the
sales order)
• Credit limit check
• Mass Change of Sales Documents.

Manage Sales Orders

Public 133
Sales: Sales Order Management and Processing 2/8 Order and Contract
Management
Sales Order Management
and Processing

Mass Order Creation Configurable Template Adaptation and Extensibility


• Fiori App Import Sales Orders
• Over 160 Fields for Sales Order • Field extension via SAP S/4HANA In-
• Creation of sales orders by importing Headers, Sales Order Items, Pricing App Extensibility
pre-defined templates in Microsoft Excel and Text
spreadsheet formats • Fiori App Custom Fields
• Embedded how-to explanation
• Enabled fields can be added to Sales
• Easy and flexible maintenance Order upload template
Sales Order
Upload Template

Import Sales Document Import Sales Order Import Sales Order

Public 134
Sales: Sales Order Management and Processing 3/8 Order and Contract
Management
Sales Order Management
and Processing

Advanced Intercompany Sales

• Highly automated end to end process – fully


integrated with:
• Available-to-Promise check (ATP)
• Material Requirements Planning (MRP)
• Product Compliance
• Trade Compliance
• Transportation Management
• Support of IFRS 15 compliance for handling revenue
recognition and Cost Of Goods Sold (COGS)
• Product Costing
• Profitability reporting across legal entities
• Group Reporting / Consolidation

• Change in the customer-facing sales order will


automatically update all follow-up documents.

• Purchase Order in the Selling Company enables


landed cost in product costing for the selling company

Public 135
Sales: Sales Order Management and Processing 4/8 Order and Contract
Management
Sales Order Management
and Processing

Advanced Intercompany Sales

• End to end value chain and process


monitor

• Ensures process transparency with


the ability to monitor document
postings and to detect issues

Monitor Value Chains

Public 136
Sales: Sales Order Management and Processing 5/8 Order and Contract
Management
Sales Order Management
and Processing

Create sales order from PDF file automatically

Manual and error-prone sales order creation process Automated sales order creation process

Business pain points: SAP S/4HANA Capabilities and Business Benefits:

• Sales offices receives customer’s buying orders in PDF files as Email • SAP RPA bot regularly checks the dedicated Email inbox and uploads
attachments. unread PDF (customer order) automatically into SAP S/4HANA.

• Sales representative monitors Email inbox regularly, “translates” order data • SAP machine learning Document Information Extraction service extracts the
into sales order data format and enters sales orders. sales order relevant data for SAP S/4HANA.

• High manual repetitive effort, error-prone process. • Within SAP S/4HANA a sales order request is automatically created.

• In case of incompletion or incorrect data SAP S/4HANA provides guided


procedure for correction. Side-by-side view of uploaded document.

• Sales rep. can verify order data, simulate order creation and confirm order
creation.

• Improved sales productivity with process automation.

Public 137
Sales: Sales Order Management and Processing 6/8 Order and Contract
Management
Sales Order Management
and Processing

Create sales order from PDF file automatically – technical view

SAP Business
Technology Platform $

Document Information Machine Learning Model


Extraction Service

Send PDF Receive structured


JSON data

SAP S/4HANA

Download PDF Upload PDF

Fiori
Purchase Order Email Internal Sales Rep Sales Order Request Master Data Determination End User Validation Simulate Order Creation Create Sales Order
& Update SOR
Application Log Change Document

Automatic download PDF Automatic upload

Automatic conversion
iRPA bot
SAP Business SAP Business iRPA bot

Technology Platform $ Technology Platform $

Public 138
Sales: Sales Order Management and Processing 7/8 Order and Contract
Management
Sales Order Management
and Processing

Exception-based Sales Order Handling – Sales Order fulfillment


Cockpit

Optimizes order resolution with a central entry point for


analyzing and resolving sales order fulfillment impediments

Connects to Track Sales Order Details App for a deep dive into
the individual sales order

Issues included:
• Incomplete data (in sales orders, in delivery)
• Blocks (delivery block, credit block, shipping block, billing block)
• delivery issue in sales order
• Unconfirmed quantities in sales order
• Issues (shipping issue in delivery, invoice, supply issue,
purchasing issue, manufacturing issue)
• Product compliance issue (product marketability status,
dangerous goods status, safety data sheet status)
• Trade compliance issue
• Approval Status and Approval Request Reason included
• Navigation to Schedule Line for all Item Issues in Track Sales
Order Details Sales Order Fulfillment Issues
• SAP Global Trade Services (SAP GTS) integration to SAP
S/4HANA can now be used in the Sales Order fulfillment -
Analyze and Resolve Issues and Track Sales Orders apps.

Public 139
Sales: Sales Order Management and Processing 8/8 Order and Contract
Management
Sales Order Management
and Processing

Intelligent Product Proposal in Sales


Order Creation

• The intelligent product proposal is an


enhancement of the dynamic product
proposal functionality

• The intelligent product proposal allows


users to receive product and quantity
proposals enabling faster order entry

• The quantity of products ordered can be


predicted with the help of an algorithm Copy Product
Proposal Quantity
parameter for double exponential
smoothing

Create Sales Order

Public 140
Sales: Sales and Solution Billing 1/3 Order and Contract
Management
Sales and Solution Billing

• Create Preliminary Billing Documents for


review, negotiation and rework purpose

• Create Billing Documents from internal


and external data

• Communicate billing data via print, e-mail


or EDI

• Converge data from different sources into


a combined billing document

Manage Billing Documents

Public 141
Sales: Sales and Solution Billing 2/3 Order and Contract
Management
Sales and Solution Billing

Preliminary Billing Documents

• Copying of Output Items (Including Attachments) from


Preliminary Billing Documents to Billing Documents

• Schedule Preliminary Billing Creation

• Create Preliminary Billing Documents based on billing


due list items

• Get an overview of all preliminary billing documents in


a worklist

• Reject preliminary billing documents

• Create billing documents based on preliminary billing


documents

• Approval of Preliminary Billing Documents

• Change prices, texts, and more

• Generate print previews and send output

• Add billing items from documents in the billing due list


Manage Preliminary Billing Documents

Public 142
Sales: Sales and Solution Billing 3/3 Order and Contract
Management
Sales and Solution Billing

Solution Billing

• Enablement of an omnichannel approach, creating one single invoice combining


billable items from different channels (e.g. internal and external) and billing categories
(e.g. one-time billing, recurring billing, and usage-based billing).

Billing Document One single Invoice


Delivery

SAP digital
payment
add-on $
Debit Memo
Request SAP Business
Technology Platform

External
Billing
Request

Sales order

Public 143
Sales Rebates & Incentive
Sales: Order and Contract
Management
and Commissions
Management

Sales Rebates & Incentive and Commissions Management 1/2


• Create condition contracts to enter rebate
agreements with rebate conditions and other
contractual data.

• Monitor the business volume related to condition


contracts.

• Post accruals with transactional documents or for


a delta accruals settlement in an aggregated way.

• Perform partial settlements and a final settlement


automatically based on a settlement calendar
and pay out rebates to customers in time to
increase satisfaction.

• Track transactional documents processed in


settlement runs to fulfill auditing requirements.

• Create and schedule jobs for updating the


settlement calendar by generating new or
deleting existing settlement dates from the
condition contract settlement calendar.

• Situation templates to notify business users of


problem messages related to errors in condition
contract settlements. Manage Condition Contract

Public 144
Sales Rebates & Incentive
Sales: Order and Contract
Management
and Commissions
Management

Sales Rebates & Incentive and Commissions Management 2/2

Condition Contract Settlement by Settlement Management

Customization
Spilt Criteria’s Header and Item Level | Condition and Scale Base
Business Volume Table | Transfer Rules for Document creation
Settlement Calendar Detail Statement
Settlement Information
Settlement Program
Condition Settlement
Business Volume Determination | Calculation via Pricing
Contract Documents
Settlement Document creation

Business Volume Document Collection


Selection Criteria Output | FI/CO
Data Source
Messaging
Sales Order | Purchase Orders | Deliveries | Invoices | Goods Movements
Settlement Management Documents | External Systems | POS Data

Condition Sales Monitor Business Post Accruals Perform Track Transactions in


Contract Transactions Volume Settlement Settlement

Public 145
Sales: Claims, Returns and Refund Management 1/2 Order and Contract
Management
Claims, Returns and
Refund Management

• Manage and monitor the status of


customer returns by using a customizable
worklist

• Create, display, modify and delete


customer returns

• Returns approval process with different


roles involved

• Select pre-defined follow-up activities to


speed-up the returns process, e.g.:
• Move to free available stock
• Move to scrap
• Ship to supplier
• Send back to customer

• Perform lean material inspection

• Determine the refund action, such as


granting a credit or replacement of
products

• Visual overview of returns process flow Customer Returns

Public 146
Sales: Claims, Returns and Refund Management 2/2 Order and Contract
Management
Claims, Returns and
Refund Management

Integration of customer returns and in-house


repairs

• Triggering of an in-house repair from a customer return


order:

• Create an in-house repair as a follow-up document in


the return order and in the material inspection

• After repair processing is complete, trigger the


outbound delivery to send the repair object back to
the customer

• Triggering of a customer return order from an in-house


repair:

• Create customer return orders as follow-up


documents from the in-house repair

• Allow creation and management of repair quotations


while the customer return order is in process
Customer Returns
• Continue with the in-house repair upon completion of
the customer return order

Public 147
Sales: Sales Monitoring and Analytics 1/4 Order and Contract
Management
Sales Monitoring
and Analytics

• Gain insights into periodic sales and


service volume, profit margin and delivery
performance

• Perform root cause analysis on historical


data

• Enable predictions such as delivery


delays, product proposals

• Generate reports on sales, delivery, on


pricing element attributes chosen
independently based on customer
requirements

• Consume analytical content real time


within SAP S/4HANA box or in SAP
Analytical Cloud
Sales Overview

Order to Cash dashboard

Public 148
Sales: Sales Monitoring and Analytics 2/4 Order and Contract
Management
Sales Monitoring
and Analytics

SAP Fiori App: Predicted Delivery Delay


Leverages embedded SAP S/4HANA predictive
capabilities, analyzing historical data, and forecasting
business results

Allows Sales Managers & Internal Sales


Representatives to proactively monitor how likely a
sales order item is to be delayed with two KPIs and
take appropriate actions to ensure delivery as
promised:

• predicted delay for creation of outbound


delivery
• predicted delay for creation of goods issue

Predicted Delivery Delay

Public 149
Sales: Sales Monitoring and Analytics 3/4 Order and Contract
Management
Sales Monitoring
and Analytics

Customer 360° – Version 2


• Gain a comprehensive overview of the business
documents associated with specific customers.
• For example, check the details of business
documents that were recently created for a specific
customer.
• The app displays aggregated data for sales
documents, billing documents, and service
documents for a certain period of time.
• Additional functionalities:
• When navigating to the Customers Overview
app from a specific sold-to party, the system
automatically copies this sold-to party to the
search criteria.
• When choosing one of the sales areas for a
specific sold-to party, the system lists all the
addresses, including addresses of multiple
partners assigned to this sold-to party.
Customer 360 View

Public 150
Sales: Sales Monitoring and Analytics 4/4 Order and Contract
Management
Sales Monitoring
and Analytics

Monitoring of sales scheduling agreement


delivery schedules

• Monitor and compare forecast or just-in-time


delivery schedules of sales scheduling
agreements

• Monitor the linear sequential changes of delivery


schedules over time

• Get quick insights into the call-off behavior of


your customer in order to verify contract
fulfillment and help ensure stable requirements
planning

• Detect fluctuations in call-offs in time to take


necessary actions

Delivery Schedules – Demand Deviation

Public 151
Sales: Solution Quotation Management 1/2 Solution Business
Management
Solution Quotation
Management

• Create solution quotation with


sales item, service order item,
service contract item, subscription
items and product bundles
containing a combination of these
items

• Automatically create respective


follow-on documents to complete
the end-to-end process

Service Order Quotation

Public 152
Sales: Solution Quotation Management 2/2 Solution Business
Management
Solution Quotation
Management

Solution Quotation Order Management. Service / Sales fulfillment Invoicing & Accounting

Sales order Sales Invoice


Web UI

Solution Quotation • Ultrabook 13”


• MS Windows OS Ultrabook 13’ 799 €
Delivery HW/SW
• Office for Windows Windows OS 199 €
Notebook ULTRA Bundle
• Ultrabook 13“ Office for windows 349 €
• Windows OS TOTAL 1347 €
• Office for Windows (opt.) Service order Service
OData API (CRUD)

• Notebook Installation
• Notebook Installation
• Software installation Service Execution
• Software Installation (opt.) Invoice
• Max Attention Support
Notebook Installation 110 €
• Cloud storage with
activation Service contract
Software installation 35 €
Service
• Max Attention Support TOTAL 145 €

Service Contract
Execution

Subscription contract $
Subscription Order
Invoice
• Cloud storage with
activation Management (SOM) Max Attention support 60 €

Subscription process $
TOTAL 60 €

Public 153
Sales: Solution Portfolio Management Solution Business
Management
Solution Portfolio
Management

• Manage Solution Portfolio app


offers a combined view to
manage multiple businesses
sold to a customer (services,
physical goods, subscriptions,
etc.), representing multi-
element deals.

Manage Business Solution Portfolio

Public 154
Sales: Order and Contract
Management
Price Management 2023
Configure role-based access to price and Role-Based Access
to Price Elements
cost details in sales and billing documents

Control and restrict the access that business


users have to price elements of an SD
document on header or item level:
• Supported documents: Sales order, Credit
memo request, Debit memo request,
Customer return and Billing process
documents

Based on configuration, the system


automatically controls whether the business
user has the appropriate role and authorization
to access the information in the price element
area of the respective documents.

Example: Role based access to price elements

Public 155
2023
Sales: Order and Contract
Management
Price Management FPS01

Maintaining tax records in sales or uploading


them from template-based spreadsheets

• New Fiori app to create tax rates in the form of


condition records as the pricing master data in sales.
• When a tax is calculated in a business document, the
system looks for the corresponding condition
records in the master data to determine the final tax
rate.
• Support of mass operation to efficiently manage
multiple tax rates at one time

The following tasks are performed in this SAP Fiori app:


• Maintain tax records and its details
• Select a specific template for the combination of tax-
relevant attributes
• Download the template to a spreadsheet
• Specify values in the spreadsheet for the tax record
and for the tax-relevant fields and the validity dates
• Create or change tax condition records by uploading Manage Tax Rates
the spreadsheet

Public 156
Sales: Order and Contract
Management
Sales Order Management
and Processing
2023
Available-to-promise (ATP) result screen in
Manage Sales Orders

• Enable analysis and adoption of confirmed


delivery dates and quantities on the ATP
results screen for sales-order items in the
SAP Fiori app "Manage Sales Orders - Version
2"

• Improve efficiency in managing planned


product deliveries in sales orders

Sales Order

Public 157
2023
2023
Sales: Order and Contract
Management
Sales Order Management
and Processing FPS02

Available-to-promise (ATP) provides


hybrid sourcing results

• Advanced available-to-promise returns a hybrid


sourcing result on sales order item and subitems:

• Source from internal (plants) and from external


(supplier) locations, allowing for the optimal
balance to be fulfilled for the customer in time
and in full

• Generate subitems for the third-party order


processing, in which the third-party supplier
ship to your plants or subsidiaries.

• Combine items for standard order processing


and third-party order processing to fulfill
specific requirements.

• Enable a direct shipment from the supplier to the


customer to bridge missing availability of parts
that are not included in the customers' own stock

Public 158
2023
Sales: Order and Contract
Management
Sales Order Management
and Processing FPS02

Sales order monitoring based on textual CLOUD


ONLY
natural language processing using Joule
• Display Sales Order Details:
• Joule fetches sales order details at both the header
and item level. At the header level, Joule fetches
details such as the order number, customer
information, order status, delivery date and payment
terms At the item level, Joule fetches details such as
the requested quantity, delivery status, net amount, and
billing status.

• Display Sales Order Fulfillment Issues:


• Joule fetches issues in the sales order fulfillment
process. These include incomplete data, billing blocks,
delivery issues, credit blocks, and trade compliance
issues in sales orders.

• Display Sales Order Document Flow:


• Joule fetches information regarding the document flow
related to a specific sales order, which includes
information about the various documents and
processes involved in the order fulfillment, such as
document sequence, types, status, details, and
dependencies.

Public 159
2023
Sales: Order and Contract
Management
Sales Order Management
and Processing FPS02

Monitor and resolve sales order fulfillment CLOUD


ONLY
issues with Joule and Business AI* Monitor Sales Orders
with Joule and
Business AI

• Using latest large language models,


Joule provides advanced responses
for an intelligent order fulfillment
process

• Not only fetch and monitor fulfillment


issues, but also solve and change data
on sales order header and item, e.g.
removal of delivery, billing or credit
blocks with the support of Joule and
Business AI

*Availability planned in December 2024 with the new Joule infrastructure

Public 160
Sales: Order and Contract
Management
Sales & Solution Billing 2023
Flexible billing document posting –
suppressing automatic posting
Enhancement of flexible billing document functionality to enable
the dynamic suppression of the automatic posting of specific billing
documents to financial accounting:

• Specify criteria that the system uses to decide whether or not to


block the automatic posting of specific billing documents to
financial accounting

• Trigger dedicated decision logic depending on the billing


document's tax departure country or region

• Base each decision on an evaluation of specific header fields of


the billing document to be posted

• Evaluate the following header fields: billing type, sales


organization, company code, SD document category, preceding
billing type, and destination country or region

• Add custom fields to the billing document header through


extensibility to further customize your criteria for posting
suppression

Public 161
Sales: Order and Contract
Management
Claims, Returns and
Refund Management
2023
Suspending product valuation initiated by
a refund in the customer returns process

• By default, if you decide to refund the customer


(either with a replacement or a credit memo), the
product ownership is transferred from the customer
to you and the system performs the valuation
posting, for example, posting the goods receipt to
valuated stock.

• However, there may be cases where you want to


refund the customer but do not want the refund to
be interpreted as a transfer of product ownership
before the inspection. To achieve this, you can now
indicate in the returns order item that you want the
system to delay the product valuation for any refund
decisions made until the final logistical follow-up
activity is confirmed in the inspection.

• As a result, only the final logistical follow-up activity


determines whether the product valuation should
Customer Returns
take place or not.

Public 162
Sales: Order and Contract
Management
Claims, Returns and
Refund Management
2023
Enhancements to the SAP Fiori app
“Manage Customer Returns (Version 2)”

More functionalities in the SAP Fiori app “Manage


Customer Returns (Version 2)” providing support for:
• Text entities on the header and item levels
• Attachments and process flows
• One-time-customer and document-specific
addresses
• Multiple addresses
• Extensibility

• Empower the returns and refund clerk with more


functionalities in return order processing

Customer Returns

Public 163
Sales: Solution Business
Management
Solution Quotation
Management
2023
Support of multilevel configuration

• Solution quotations can be created for


subscription products with multi-level
advanced variant configuration (AVC) which
has subscription products as its subitems.

• Configuration of the main item and its


corresponding subitems is stored as Bill of
Materials (BOM).

• Ability to configure multilevel advanced


variant configuration (AVC) products using the
UI

Solution Quotation

Public 164
Sales: Responsibility management and workflow

Streamline sales processes with predefined responsibility management and workflow for sales documents.

Paused for later (which


user best?)

My Inbox Notification

Public 165
Sales: Integration with Ariba Network
42K (Automation of Source-to-Pay with Ariba Network) 4A1 (Automation of Order-to-Invoice with Ariba Network)

SAP S/4HANA SAP S/4HANA

Buyer Supplier
Request for
Quotation

Quotation Quotation

Auto.SO Create, SO Change


PO Create, PO Change & SO Cancel
& PO Cancel Sales Order
Purchase Order
Order Confirmation
Order Confirmation SAP SAP
Cloud
Integration
Ariba Ariba Cloud
Integration
Gateway
Network Network Gateway
Advanced Ship Notice
CIG CIG Outbound
Inbound Delivery Advanced Ship Notice $ $
Delivery
(Buyer) (Supplier)

Invoice Customer
Invoice
Invoice Invoice

Remittance Advice
Payment Run

Public 166
Sales: Integration with SAP Omnichannel Promotion Pricing

NEW condition
NEW Business NEW sales
type: sales
Function promotion status
promotion

SAP S/4HANA NEW IMG activity:


Omnichannel Outbound
sales promotions Sales Order Sales order with Billing/Invoicing
Delivery
promotion confirmation
Call/trigger Receive
promotion promotion
calculation result

Sales promotion rules Promotion


SAP Omnichannel with generic attributes calculation
Promotion
Pricing $ IF THEN
“SALES ORG” “DISTRIBUTION CHANNEL” “AND” “FREE GOODS”
On SAP Business “CUSTOMER/GROUP/HIERARCHY” “OR” “DISCOUNT”
Technology Platform “PRODUCT/GROUP/HIERARCHY” “INCLUDES” “DISCOUNT WITH A CAP”
“QUANTITY/AMOUNT/WEIGHT/VALUE” “EXCLUDES” “FIXED AMOUNT”
“VALIDITY” ……

Public 167
Sales: Order-to-Cash Dashboard SAP Analytics Cloud

• Ready-to-use, preconfigured Order-to-Cash


Dashboard visualizes real-time insights into
sales processes for executives and senior
management

• The dashboard also provides insights into


the after-sales process with additional
service key figures.
This gives sales managers a comprehensive
picture of the order to cash process, and
helps improve customer satisfaction as well
as customer-oriented selling

• The dashboard offers significant key


performance indicators such as sales
volume, open sales orders, open deliveries,
incoming sales orders and sales cost, as
well as comprehensive key figures from
service, such as incoming service orders
and open service orders

• The template of the story is stored in SAP


Analytics Cloud

Public 168
Sales: Sales Automation with SAP Sales Cloud SAP Sales Cloud

SAP Sales Cloud


DIGITIAL CORE Digital Handshakes SALES TEAMS

• Native integration between Review Products &


SAP Cloud for Customer and Customers
Review Products & Customers
SAP S/4HANA Products existing customers
• Provides a flexible option for Review Pipeline
Prices
customers needing true hybrid
scenarios and incremental Contacts
Create new Contacts & Leads
updates
Qualify Lead
• Empower sales with a mobile
SFA cloud solution to manage Convert to Opportunity
sales process together with SAP Pricing Engine
Cloud for Customer
Credit Check Check Opportunity Manage Opportunity
• Provide sales with
the transparency of order-to- Inventory Pricing & Availability Update Pipeline
cash management process
(including pricing, credit, and
Quote Submit Quote or Order
inventory data) with SAP Create Offer or
S/4HANA Sales Order
Update order status Close Deal
• Best practices integration Delivery, Return
package is available
Invoice
Review Actual Revenues Dashboards,
Reporting, Margin & Margin Reporting & Analysis

Public 169
Complement SAP S/4HANA with SAP Sales Cloud SAP Sales Cloud

• Next generation UX

• E2E process and data integration

• Available on all devices

• Online/Offline capability

• Groupware integration

• Industry specific capabilities for Consumer product industry

• Data driven user assistance (Machine Learning)

• Better TCO than with external CRM system

Public 170
Sales: Integration with SAP Commerce Cloud SAP Commerce Cloud

DIGITIAL CORE Digital Handshakes Business SAP Commerce Cloud

Customers
Review Customers & Products
• Native integration for SAP Commerce Products Review Products & existing
Cloud and SAP S/4HANA, leveraging customers Review Prices & Discounts
Prices
powerful core sales office
functionality with sales front end Inventory
office Search Product & Add to Cart
Pricing & Availability
• Take full advantage of the well- Maintain Checkout Data
established order fulfillment process Place Order
on SAP S/4HANA and extend sales
channels with SAP Commerce Cloud
Replicate Sales Order Create Sales Order
• Flexible integration options for order Sales Order
management -- Order management
for B2B and B2C business scenarios
• Best practices integration packages
available Delivery
Update order status Close Deal
Pick, Pack, Ship
Invoice

Review Actual Dashboards,


Reporting, Margin Revenues & Margin Reporting & Analysis

Public 171
Sales embedded in Quote-to-Cash
End-to-end management of quote-to-cash process for any business model
Recognize
Model + Price Quote + Sell Order + Provision Rate + Invoice Collect + Settle Learn + Grow
+ Report

Offer Quote Order Contract Usage Converged Rev-Share Customer Care, Controlling Analytics
Modeling Management Management Management Collection, Pricing Billing + + Payment Credit + Revenue
+ Charging Settlement + Collections Accounting

• Master data • Configure, • Subscription, product, • One-time, recurring, and • Accounts receivables • Revenue • Customer and
definition price, and service, project, and bundle usage, and event charging management with subledger recognition revenue
• Product and quote complex order management • Billing data collection, accounting (IFRS 15 and insights
bundle definition quotes* • Process orchestration enrichment, and validation • Payment clearing automation local standards) • Personalized
• SKU management • Guided selling (distribution, fulfillment, • Allowance, balance, and • Payment deferrals and • Management offers and
order tracking, etc.) entitlement management installment plans accounting promotions
• Monetization
modeling • Rights and entitlement • Unified customer bill • Credit, collections, and • Tax compliance • Revenue
management and billing stream dispute management planning
• Entitlement
modeling • Subscription lifecycle • Partner rev-share tracking • Partner rev-share settlement
(renewals, add-ons, removals,
and changes) • Identify revenue-loss
situations using AI

Public 172
Sales embedded in Quote-to-Cash
End-to-end management of quote-to-cash process for any business model
Recognize
Model + Price Quote + Sell Order + Provision Rate + Invoice Collect + Settle Learn + Grow
+ Report

Offer Quote Order Contract Usage Converged Rev-Share Customer Care, Controlling Analytics
Modeling Management Management Management Collection, Pricing Billing + + Payment Credit + Revenue
+ Charging Settlement + Collections Accounting

SAP SAP Convergent


SAP Entitlement
Billing and Mediation
Management
by DigitalRoute
Revenue
Innovation
GL, CO,
Management SAP CPQ Solution
SAP Billing and Revenue Innovation Management Revenue Analytics
Quote
Advanced Variant Recognition
Configuration Sales Order
Service Order SAP S/4HANA Cloud(SD)
/ BTP
Master Data Sales Billing
Service Contract
Management Project

Quote-to-Cash modules Optional Quote-to-Cash modules SAP S/4HANA / BTP core capability

NOTE: Actual product modules will vary based on customer-specific requirements and use cases.

Public 173
Sales: Delta Scope Summary 2023
FPS2

Joule and Business AI * Solution Business Management

Sales Order Management


• Monitor and resolve sales order fulfillment issues with Joule and Solution Quotation Management
Business AI* (FPS02) • Support of multilevel configuration in solution quotation
• Sales order monitoring based on textual natural language processing management
using Joule (FPS02)

Order and Contract Management

Price Management
• Configure role-based access to price and cost details in sales documents and Sales Billing & Solution Billing
in billing process documents • Flexible billing document posting – suppressing automatic posting
• Maintaining tax records in sales or uploading them from template-based
spreadsheets (FPS01) Claims, Returns, and Refund Management
Sales Order Management and Processing • Suspending product valuation initiated by a refund in the customer
returns process
• Managing sales orders app, version two – support of an available-to-promise
(ATP) result screen • Enhancements to the SAP Fiori app “Manage Customer Returns (Version
2)”: supporting attachments, process flows, and additional fields
• Utilize a hybrid sourcing result from aATP to source from internal (plants) and
external (supplier) locations (FPS02)

Public *Availability planned in December 2024 with the new Joule infrastructure 174
Service
Management
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Service: Overview

Modular Cloud • Asset Network and Collaboration with


LoB Solutions SAP Asset Intelligence Network (AIN)
• Mobile Field Service Execution with
SAP Field Service Management (FSM)
additional license
• SAP Service Cloud
additional installation
SAP Field Service Management

SAP S/4HANA Subscription Order Extend commercial service offerings with enhanced subscription management.
Management
LoB Apps
additional license

Manage customer asset records, service history, and commercial agreements.


Process warranty claims to supplier/manufacturer or claims coming from your
Service Master Data customers.
and Agreement Plan preventive maintenance services based on relevant information readily available.
Management Fiori Apps for Warranty Management
Monitor operations and business outcome of services business by holistically looking at
the entire service processes.

SAP S/4HANA
Engage with customers on multiple platforms for their requests, complaints, and any
Enterprise
other interactions.
Management Service Operations
Combine services and products as a packaged solution.
and Processes
Perform services efficiently and effectively, with all the required material and human
resources. Bill customers in a timely manner in accordance with contractual agreements.

Service Parts Improve efficiency in parts fulfillment, planning, procurement, and warehousing with
Management integration of core materials management and finance functions.
Service Management Overview

Public 176
Service: Business area overview

Modular Cloud • Asset Network and Collaboration with


LoB Solutions SAP Asset Intelligence Network (AIN)
• Mobile Field Service Execution with
additional license SAP Field Service Management (FSM)
additional installation • SAP Service Cloud

SAP S/4HANA Subscription Order


Subscription Management
Management
LoB Apps
additional license

Service Monitoring & Analytics Service Contract Management

Service Master Data


and Agreement Technical Assets, Structures, and History Warranty Management
Management

Service and Maintenance Plan


SAP S/4HANA
Enterprise
Customer Engagement In-House Repair
Management Service Operations
and Processes
Service Request & Order Mgmt. Service Execution

Service Parts
Management Service Parts fulfillment Service Parts Warehousing

Public 177
Service: Service Master Data, Agreement, and Spare Parts Mgmt.
Service Master Data
and Agreement Technical Assets, Structure, and History Service Maintenance Plan Service Contract Mgmt. & Warranty Mgmt. Service Monitoring and Analytics
Management

Provide precise information on Schedule service commitments and Manage service agreements, price Monitor operations and business
customer location and installed major maintenance events (e.g., arrangements, and customer outcome of services business by
equipment to call center, field service, shutdowns and turnarounds) to enable entitlements in a single repository, holistically capturing and measuring
depot repair, and sales staff. preventive and predictive service trigger automatic periodic billing. service performance and profitability
activities, based on time, counter, using operational reporting and
Plan and perform maintenance services condition, or risk Manage correspondence of dashboards.
with complete records of a piece of warranty claims, whether your
equipment or a system via equipment organization is the warrantee or
master data, maintenance plan, warrantor.
measuring point, task list, bill of
materials, etc.

Service Parts
Service Parts fulfillment
Management

Facilitate the optimization of spare


part stock processing according to
usage and availability

Improve efficiency in parts


fulfillment, planning, procurement,
and warehousing with integration of
core materials management and Service Management Overview Claim – Supplier-Facing Claim
finance functions, as well as support
for language and localization
requirements.

Public 178
Service: Service Operations and Processes

Service Operations & Service Request


Service Order Management In-House Repair Service Billing fulfillment Customer Engagement
Processes Management

Create, track, and manage Provide front-line field Plan and perform in- Deliver services in the Support efficient issue
service requests with full service teams with access house repairs more most efficient manner resolution through
visibility of current and to up-to-date information effectively by integrating from simple to most multichannel customer
historical service on service history and the repair process across complex services, through engagement and smart
agreements and equipment configuration various lines of business planning, scheduling, interactions.
activities. to expertly perform for greater transparency. parts provisioning,
maintenance service work. service work, and billing.
Improve customer
satisfaction by providing Reduce cost with a
the front-line service agent complete logistical and
with a full view of financial insight.
customers, installed
equipment, and service
history.

Manage Billing Documents with Process Flow from Service


Manage In-House Repair Contract to Billing

Public 179
Service Management Solutions from SAP
Delivering a unified service resolution

SAP Service Cloud SAP S/4HANA SAP Field Service Management

Customer Service Service Operations Field Service

Chat E-mail IOT Phone Quoting Repair Maintenance Installation Dispatching Confirmation Mobile

Ticket SLA & Timeline & Contract & Spare Billing & Crowd Self Smartforms
KB
Entitlement 360° Warranty Parts Finance

SAP Asset Performance Management


Predictive Service Asset Health Asset Performance

Public
PUBLIC 180
Service: Advance shipment
Service Operations &
Service Order Management
Processes

Parts in stock
Transfer Service
Service Outbound Confirmation
Sales Order Posting Invoice
Order Delivery to Customer
Consignment

Goods Issue
Reservation from Customer
Consignment

Parts not in stock


Transfer Service
Service Outbound Confirmation
Sales Order Posting Invoice
Order Delivery to Customer
Consignment

Goods
Purchase Purchase Receipt Vendor Goods Issue
Requisition from Customer
Order into sales Invoice
Consignment
order stock

Public 181
Service: Chargeable diagnostics in in-house service Service Operations &
Processes
In-House Service

• Seamless process handover with customer returns


• Chargeable diagnostics
Perform Send Repair Repair
Diagnosis Quote (optional)
Returns and In-
House Repair
Customer Start In-House Repair as Precheck for
Returns a follow-up Repair
or
Start In-House Repair and Send Repair
Repair
create a return order Quote
(optional)

Perform Bill to * It’s possible to charge only the


Repair
Diagnosis Customer diagnosis when customer decides
not to proceed with repair

Public 182
Service: Warranty claim processing Service Master Data and
Agreement Management
Warranty Management

The warranty claim processing


capabilities of SAP S/4HANA let your
business manage correspondence
of warranty claims, whether your
organization is the warrantee or
warrantor.

Dealer Your organization Component Manufacturer


Service Provider Tier 1 Supplier
Customer Supplier
Warranty Claim Warranty Claim

Fiori Launchpad – Warranty Claims

Public 183
Service: Example of aftermarket solution business with SAP Subscription Order
Management
Subscription
Management

Subscription and pay-per-use

Set up bundles combining physical Establish installed-base and Manage customer invoices and Keep the accounting and
products, digital products, and subscription together with revenue share with partners, report as the transactions
services together delivery and installation automatically accounting for occur for asset accounting,
costs and revenues revenue recognition and
profitability

Products & Quotation & Fulfilment & Usage Billing & Payments & Financials
Bundles Subscription Delivery of Collection Invoicing Collection
Orders Products

Set up and manage changes to Handle high volume of usage Automate high volume of
subscriptions and data with different ratings payments and collections,
entitlements from the entire connecting to various digital
subscription period payment providers

Example: Subscription for Robotic


Subscription for Outcome or Usage
Painting System
Product Lease robots (asset owned by you)

One-Off Service Installation & Training


SAP Community Call recording
Service Contracts Maintenance, repair, parts, consumables with system demonstration
Outcome-based subscription
Subscription • KPI 1: Number of cars painted
• KPI 2 :Paint line throughput (cars / hour)

Public 184
Service: Data harmonization and elimination of functional redundancies

Data harmonization and elimination of


functional redundancies

• SAP S/4HANA Service combines


the data model of SAP ECC and SAP ECC SAP S/4HANA Service SAP CRM
SAP CRM into one, eliminating the Business partner Business partner Solution quote Solution quote
need for data synchronization.
Material Material Service contract Service contract
• Harmonization simplifies the ways Equipment Equipment Service request Service request
end users interact with the system
for their day-to-day work. Functional location Functional location Service order Service order
Bill of materials Bill of materials Service confirmation Service confirmation
• Elimination of synchronization and
redundancies contributes to Maintenance plan Maintenance plan
reduction of IT costs for operation
costs and systems. Task list Task list Interaction center Interaction center

Public 185
Service: Recurring service planning and scheduling Service Operations
and Processes
Service Order
Management

Plan and schedule recurring services using Maintenance


maintenance plan and service templates, Plan Service Contract
linked with service contracts.

• Link recurring services with service contracts.


• Leverage the familiar maintenance plan
master data record.
• Automatically generate service orders with Service Template
Schedule Recurring
pre-defined service templates.
Services

Service Service Service Service Service


Order Order Order Order Order

Public 186
Service: Recurring service planning and scheduling Service Master Data and
Agreement Mgmt.
Service and
Maintenance Plan

Service Plan History

Plan and schedule recurring services using


maintenance plan and service templates,
linked with service contracts.

Service Maintenance Plan


• Display of service planning history

Technical Object
Service Contracts Management
• Ad-hoc billing for service contracts Header Price Agreement
• Auto renewal of price adaptation items
• Header price agreements in service contract

Service Contract

Public 187
Service: Embedded analytics
Service Master Data and Service Monitoring and
Agreement Management Analytics

Monitor operations and business


outcome of services business in real-
time via analytics, looking directly at the
transactional data.

• Visualization / dashboard in real-time


directly from SAP S/4HANA
• Both operational (e.g. overdue service
orders) and business management (e.g.
profit margin)
• Personalized for individual user roles

Real-time Analytics

Customers Contracts Services Finance

Public 188
SAP Field Service Management
Extending the capabilities of SAP S/4HANA Cloud
AI Enabled Integrated Field Service

Extended Field Service Capabilities

Customer Asset Visualization Additional Mobile


Asset Health Asset Strategy Asset Collaboration
Engagement Personas

SAP Field Service Management


Time & Material
Schedule/Dispatch Service Map Mobility Crowd Workforce Skills Management
Journal

AI Scheduling & Customer Self- Business Reporting &


Smartforms Extensions
Optimization service Rules/Configuration Analytics

SAP S/4HANA Cloud

Asset Human Finance & Sourcing & Supply Inventory Health &
Service Management Resources Accounting Procurement Chain Management Invoicing Time & Payroll Projects Safety Sales

Public 189
2023
Service: In-House Repair 1/2 Service Operations
and Processes
In-House Repair
Service Order
Management FPS02

Unified service process combining field service and in-house Unified Service
Process

Unified service process


Field services and in-house services can
now be included in a single service order
document to better reflect the reality of the
complex service business.

Reflects the reality of complex service


management process

Customer use case example in screenshot:


Service quote for a field service to dismantle Service Orders
defective components and billable diagnosis
in a service center service.
A single service order also reflects the In-house service objects
financial and commercial aspects better: Repair objects can now be entered directly
profitability in a single service order. within a service order.

Public 190
Lab
Preview
2023
Service: In-House Repair 2/2 Service Operations
and Processes
In-House Repair
Service Order
Management FPS02

Unified service process combining field service and in-house

Request Return Quote Plan & Repair Transport Bill & Account

Service Cloud In-house Repair & Repair Object

(*)

Service Quote Returns Order FSM Workforce


Service Quote Outbound Delivery Invoice
Service Order Management

Service Order
Returns Delivery Service Contract
Service Items
Billing Document
Request (BDR)
Parallel reverse logistics Service Templates Expense Items
Goods Receipt
to ship the part back to Service Part Items
service center. Product Proposals

Repair
Reservation Cost
Confirmations
Service quote for both
Purchase
field and in-house Requisition
services. Delivery of the part from Possible to include
Service order that Advance Shipment service center back to chargeable (billable)
contains both field and customer after the in- diagnostics in addition
in-house service items. house service. to other services.

Public 191
2023
Service: Non-serialized products in in-house repair Service Operations
and Processes
In-House Repair FPS02

Non-serialized products in
in-house repair

You can now process serialized products


and non-serialized products as repair
objects that have been added to an in-
house repair.
Serialized products are products that have
a serial number assigned and aren't
related to a piece of equipment. They're
identified as unique products and are
recorded with the quantity 1 only. Within
the in-house repair process, serialized
products are handled like equipment.
Non-serialized products are products that
aren't identified by a serial number and
therefore can be recorded with a quantity
greater than 1. You can process non-
serialized products in customer returns
and in in-house repair.

Manage In-House Repair Details

Public 192
2023
Service: Warranty management Service Master Data and
Agreement Management
Warranty Management FPS02

• Enhancement of Warranty Determination


for Service Items
Service items are recorded in the Master
Warranty individually as either included in
warranty or excluded from warranty. This
information is then used for warranty
determination of the service items during a
service transaction. An equipment can have a
large number of individual service items.
The warranty determination has been
enhanced to include warranty for all the
service items by maintaining a blank entry.

• Accounting Indicator in Master Warranties


With this feature, you can set an accounting
indicator in the warranty objects assigned to a
technical object. When the equipment is
reused in a service order, the accounting
indicator with the warranty information will be
copied over.
Create Master Warranty

Public 193
2023
Service: Multiple billable maintenance orders Service Operations
& Processes
Service Order
Management FPS02

In a single service order item

Distributed execution in Service


with Advanced Execution

You can now create multiple billable


maintenance orders corresponding
to a single execution order item.
This allows you to distribute the
planning and execution of one
execution order item to several
billable maintenance orders.

Service Orders

Public 194
2023
Service: Price items Service Operations &
Processes
Service Order
Management FPS02

Service orders and service quotations

Service Order

Price items can only be the subitems of service items or You can now use a price item in service orders and service order
execution order items that have been added to service orders quotations to reflect the surcharge for additional service
or service order quotations. When you use a price item, it provided.
inherits the account assignment object in service orders and
the service contract from its higher-level item. The price item Price items are particularly useful if you discover that the fixed
also inherits the external reference from its higher-level item, price agreed upon cannot cover all service costs and you need to
but you can change the external reference of the price item charge your customers more.
manually.
Item-based accounting is a prerequisite for price items.
Public 195
Service: Item-Based Accounting Service Operations &
Processes
Service Order
Management
2023

Product and
Event-Based Revenue Service Margins
Recognition showing a WBS
element

You can now use item-based accounting to record cost and revenue You can now assign work breakdown structure elements (WBS
that have been incurred by service transaction items. elements) as attributes to service transactions such as service
For service order items, service contract items, and for Service with contracts, service orders, or repair orders when you have enabled
Advanced Execution, controlling objects are used for event-based item-based accounting.
revenue recognition.

Public 196
Service: Key capabilities in item-based accounting Service Operations &
Processes
Service Order
Management
2023

Planned cost and revenue Financial reporting and Event-based revenue


calculation margin analysis recognition (EBRR)
Tracking baseline and ongoing cost Real-time profit and loss for your Accurate revenue recognition for
and revenue per service order. service business without waiting for various methods as each relevant
month end. transaction occurs.

Public 197
Service: Illustration of classic financial integration Service Operation &
Processes
Service Order
Management
2023

Service Request Service Sales Planning Execution Invoice & Close

Service
Service Order
Contract Item

Service Order Billing


Confirmation Invoice
Item Request

Finance (FI / CO)

Internal Order Internal Order

Public 198
Service: Item-based accounting in service process Service Operation &
Processes
Service Order
Management
2023

Service Request Service Sales Service Planning Service Invoice & Close
Confirmation

Service Contract Item Service Order

Service Order
Confirmation BDR Invoice
Item

Universal Journal
Cost postings Financial Reporting
Event-based Revenue Recognition
Service Order (EBRR)
WBS Service Contract item
item Margin Analysis
Realized Revenues
Attribution Billed Revenues
Attribution

Public 199
Service: Service with Advanced Execution Service Operations &
Processes
Service Order
Management
2023
Service with
Advanced Execution

Service Order Item (Commercial) Maintenance Order for the Service Order Item (Operational)

• You can now use the Mass Schedule Maintenance Plans - The new Service with Advanced Execution is a service
Service app to schedule a large number of maintenance process that is geared towards services that have longer
plans for Service with Advanced Execution. service cycles and complex technical objects that require
• You can now use In-House Repair with Advanced extensive planning and execution. The core characteristic of
Execution this process is the integration of the commercial aspects of
Service with the planning and execution capabilities of
Maintenance Management.
Public 200
Service: Key capabilities in Service with Advanced Execution 2023

Resource-related Quote Configurable Task Lists Fixed Price & Resource-related


Billing
Simulate actual service work to Configurable service items in Various method for billing: fixed
calculate costs for a service quote. service quote and service order price and “cost plus” (resource-
related billing). Bill upon
completion, billing plan, itemized
billing, and summarized billing

Public 201
Service: Service with Advanced Execution Service Operations &
Processes Service Order Management 2023

Service Request Service Sales Planning Execution Invoice & Close

Task Lists (*) FSM Workforce


Service Contract
Management

Service Quote Mobile app


Service Order (Commercial) Maintenance Order
(Execution)

Execution Order Item Operations Confirmation Cost postings

Components Resource-related
billing

Reservation

Dynamic Item
Purchase Processor (DIP)
Requisition/Order

Advance Shipment

Billing Request
Invoice
additional license Fixed-price billing (DMR/BDR)
additional installation
(*) SAP Field Service Management, connector for SAP ERP

Public 202
Service: In-House Repair with Advanced Execution
Service Operations &
Processes In-House Repair 2023

Request Return Diagnose & Quote Plan Repair Return to Invoice & Close
Customer

In-House Repair & Repair Object

$
SAP Service FSM Workforce Outbound
Returns Order Service Quote Task Lists
Cloud Management Delivery

Service Quote Service Order Execution Order


(operational) Confirmation Cost
Service Order (commercial)

Operations Resource-related billing


Service Item
Components
Dynamic Item
Execution Order Item Processor (DIP)

Expense Item Reservation


Fixed-price billing Billing Request
Purchase (DMR/BDR)
Service Part Item
Requisition/Order

Advance Shipment Invoice


additional license
additional installation
(*) SAP Field Service Management, connector for SAP ERP

Public 203
Service: Finance for Service with Advanced Execution
Service Operations &
Processes
Service Order
Management
2023

Service Request Service Sales Planning Execution Invoice & Close

Service Contract Item Service Order

Execution Order Maintenance


Confirmation
Item Order

Universal Journal

Cost postings Financial Reporting


Attribution Attribution Attribution
Service Order Maintenance
WBS Service Contract item
item Order
Margin Analysis
Each cost posting on maintenance order
EBRR* results in a revenue recognition posting
Realized Revenues

Dynamic Item Processor


Billing Request Invoice
(DIP)
* EBRR = Event-Based Revenue Recognition
Resource-related Billing
Billed Revenues

Public 204
Service: Intercompany service orders Service Operations &
Processes
Service Order Management 2023

You can distribute a service to


another company using an
Sale of Billing and Service Service Invoice & Close
intercompany service order. Service Finance Planning Confirmation
The intercompany processing
enables you to sell a service Customer Selling Company Company that Performs Services
to a customer and distribute
it to another organization for Service Order Ico Service Order
execution. Ico* Service Ico* Service Item
Item (distributed)
You can only use a fixed price
service item for an Service Item
Service Confirmation
intercompany service order.
Service Part Item
Cascade Intercompany Items
Billing Document
When you receive an Request Expense Item
intercompany item from a
Cost Posting
company that sells a service, Customer Invoice
you can forward this
intercompany item to another Billing Document
Accounts Payable
Request
company so another
company can execute the Ico Invoice
Cost Posting
service.
* Ico = Intercompany

Public 205
2023
Service: Delta scope summary FPS02

Service Master Data and Agreement Management Service Operations & Processes

Service Contract Management In-House Repair Service Order Management


• Streamline revenue recognition by aggregating • Combined Process of In-House Repair and • Mass Creation of Resource-Related Billing
all revenue from service orders and maintenance Field Service Requests App
tasks at the service contract level. Cost-based • Resource-Related Cost Item in Service with
• Initiate In-House Repair Process from Service
percentage of completion method is now Advanced Execution
Orders and Service Quotations
supported for a service contract as a root in • BDRs in Transaction History of Service Order
financial hierarchy. • Multiple Service Quotations and Orders for One
and Service Confirmation
Repair Object
• Efficiently deal with changing contract prices in • Manual Goods Issue for Service Parts
the future for renewal by defining prices in • Requotes in In-House Repair
• Material Valuation for Split Valuation
advance for service contract items that are • Manage Repair Objects App (Deprecation of • New Item Categories for Service Order
planned to be extended through automatic Apps in In-House Repair) Management
renewal in the future. Get the new situation for
automatic contract renewal to notify service • Create Service Order for Multiple Repair • Integration with SAP Global Trade Services
managers to check the prices for a service Objects • Situation Template: Trade Compliance Check
contract item. Blocked/Pending
• Keep track of the relationship of service contract
items with their related transactions using
Other
• Process Serialized Products and Non-Serialized
external references in service contract items. • Manage Substitution/Validation Rules - Service
Products
Documents
Warranty Management • Updated Availability of Scrapped Repair
• Enhancement of Warranty Determination for Service Items Objects • Automatic Determination of Enterprise Service
• Accounting Indicator in Master Warranties (Asset Organization
Management)

This summary is not exhaustive. Refer to What’s New Viewer for a complete list.

Public 206
2023
Service: Delta scope summary & FPS01

Service Operations & Processes

General Service with Advanced Execution Pricing


• Intercompany Service Orders • You can now create multiple billable • Pricing Analysis in Service
maintenance orders for a single execution order
• Service Quotation as Maintenance Call Object • Additional Subtotal Fields for Service Order
item (FPS1) Items
• Requotes in Service Order Quotations
Item-Based Accounting in Service • Modular Pricing Procedures for Automatic
• Using Multiple Serial Numbers in Confirmation
• Price Items in Service Orders and Service Order Inclusion of Price Conditions in Service
Items (mass entries)
Quotations (FPS1) Profitability Analysis
• Batch Entry Enabled for Confirmations
• Serialized Product as Reference Object in In-House Repair • Service Plan/Actuals to Report on actual and
Service Transactions • Availability Check and Reservation of Stock plan data for Service Business
• Unplanned Items in Service Orders and Repair Service Parts • Controlling for Account Assignment Objects in
Orders • External Workforce Procurement in In-House Service Transactions (WBS or Internal Order
Repair when item-based accounting is off)
• Configurable Products and Product Variants in
Service Order Quotations and Service Order • Triggering Actions for Multiple Repair Objects Event-Based Revenue Recognition
Templates
• Customizing Activity to Display Actions in In- • New Supported Revenue Recognition Methods
• Stock Transfer to Storage Location of House Repair Apps for Event-Based Revenue Recognition with
Executing Service Employee Advanced Execution including Method 3:
• Integration with SAP Field Service Management
recognize revenue on cost-based percentage of
• You can now use In-House Repair with completion (POC)
Advanced Execution

This summary is not exhaustive. Refer to What’s New Viewer for a complete list.

Public 207
Finance
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Finance: Overview
• SAP S/4HANA Central Finance • SAP Central Finance Transaction Replication by Magnitude • SAP S/4HANA Cash Management
Modular Cloud • SAP S/4HANA Cloud for Advanced Financial Closing • SAP Account Substantiation and Automation by BlackLine • SAP S/4HANA Advanced Payment Management
• SAP S/4HANA Group Reporting • SAP Digital Payments Add-on • SAP S/4HANA Treasury and Risk Management
LoB Solutions • SAP S/4HANA Receivables Management • SAP Cash Application • SAP Multi-Bank Connectivity
additional license • SAP S/4HANA Cloud for Customer payments • SAP Analytics Cloud • SAP Trading Platform Integration
• SAP S/4HANA Cloud for credit integration • SAP Profitability and Performance Management • SAP Market Rates Management
additional installation
• SAP governance, risk, and compliance solutions (SAP GRC) • SAP Global Trade Services

Adv. Accounting & Drive a faster, compliant financial close with less cost and effort and a high degree of automation.
SAP
SAPS/4HANA
S/4HANA Financial Close
LoB Apps
LoB Apps Balance the need to decrease days sales outstanding (DSO) and bad debt write-offs, while maintaining superior
Adv. Financial Operations
customer service and reducing cost with automated exception handling, validation, and routing of invoices.
additional license
Improve the management of every activity associated with cash, payments, liquidity, risk, and compliance by
Treasury Management
simplifying working capital, risk management and compliance.
Identify and qualify financial risks associated with commodity price volatility in Sales and Procurement and
Commodity Management mitigate by hedging them with commodity derivatives.
Subscription Billing and Leverage flexible models to include subscription and usage-based billing, partner revenue share, receivables
Revenue Management mgmt. and payment handling as well as credit and collection mgmt.
Perform activities from portfolio analysis and investment tracking to lead qualification, lease posting, rent
Real Estate Management
escalation, and maintenance and repair service orders.

Accounting and Financial Simplify corporate accounting and financial close, close books, create financial statements, and manage
Close according to IFRS as well as local legal regulations.
SAP S/4HANA Process outgoing and incoming invoices and respond rapidly to fluctuating market dynamics.
Financial Operations
Enterprise
Management Cost Management & Collect, assign, and analyze costs by project, order, cost center, or business process; to accurately evaluate
Profitability Analysis the profitability of markets, channels, products, and segments.
Enterprise Risk and Manage risks, controls and regulatory requirements in business operations, especially import and export
Compliance compliance, as well as free trade agreements.

Public 209
Finance: Business area overview
Modular Cloud • SAP S/4HANA Central Finance • SAP Central Finance Transaction Replication by Magnitude • SAP S/4HANA Cash Management
• SAP S/4HANA Cloud for Advanced Financial Closing • SAP Account Substantiation and Automation by BlackLine • SAP S/4HANA Advanced Payment Management
LoB Solutions • SAP S/4HANA Group Reporting • SAP Digital Payments Add-on • SAP S/4HANA Treasury and Risk Management
additional license • SAP S/4HANA Receivables Management • SAP Cash Application • SAP Multi-Bank Connectivity
• SAP S/4HANA Cloud for Customer payments • SAP Analytics Cloud • SAP Trading Platform Integration
additional installation
• SAP S/4HANA Cloud for credit integration • SAP Profitability and Performance Management • SAP Market Rates Management
• SAP governance, risk, and compliance solutions (SAP GRC) • SAP Global Trade Services

Adv. Accounting &


Document & Reporting Compliance Corporate Close Joint Venture Accounting Contract and Lease Management
Financial Close
Credit Financial
Adv. Financial Collections Contract Dispute Financial Invoice
Evaluation E-Invoicing Shared Service Indirect Tax
Operations Mgmt. Accounting Resolution Supply Chain Management
SAP S/4HANA Mgmt. Mgmt.
LoB Apps Payments and Bank
Treasury Management Cash and Liquidity Management Debt and Investment Management
Communications
Financial Risk Management
additional license

Commodity
Commodity Procurement Commodity Risk Management Commodity Sales
Management
Subscription Billing
Subscript. Order Credit & Collection Fin. Customer Care and Receivables Management &
and Revenue Management
Convergent Invoicing
Management Dispute Management Payment Handling
Management
Real Estate Contract & Lease Investment and Maintenance and Portfolio & Location
Energy and Safety Workspace Mgmt.
Management Mgmt. Construction Repair Mgmt.

Accounting and
Revenue and Cost Accounting Financial Accounting Entity Close Financial Reporting
Financial Close

Electronic Bill Presentment &


SAP S/4HANA Financial Operations Accounts Payable Accounts Receivable Cash Management
Payment
Settlement Management

Enterprise Cost Management &


Management Overhead Cost Management Product Costing Profitability Analysis
Profitability Analysis

Enterprise Risk and


International Trade Mgmt.
Compliance

Public 210
Finance: Delta Highlight 2023
SAP Analytics Cloud (Planning) SAP Cloud for Advanced Financial Closing

• Improved integration scenarios with SAP S/4HANA including content


• Automated balance validations for improved closing
for fast time-to-value & applied prediction and AI, including
quality
• Predictive liquidity forecast and intelligent cash collections
• Advanced orchestration of SAP Intelligent RPA bots for
• Financial planning content integration with sales planning
closing for further automation scenarios
• Planning consolidation

Advanced Accounting & Financial Close Billing and Revenue Innovation Management Advanced Treasury and Working Capital

• Group reporting innovations include: Convergent Invoicing • Improved In-house bank functionality
• Group Financial Statement Review Booklet (FPS01) • Subscription contract lifecycle management • Advanced bank statement handling for intra and end
day statement
• Central Finance innovations include: Subscription Order Management • Improved smart trading for hedge request
 Improved error resolution in all pending journal entries • Extensibility driving transparency and flexibility for • Advanced memo record processing
services and subscription • Intelligent Collections – predictive capabilities to
help cash collections teams reduce late payments
• Promise-to-Pay Documents as Payment Advice
• Advanced Reprocessing rule definition for Open Item
Clearing

Accounting and Financial Close Cost Mgmt., Profitability & Margin Analysis International Trade & Tax

• Organizational flexibility in financial accounting: profit center • Handle multiple accounting principles using ledgers in • Automated checks to ensure consistency of
reorganization is available with new analytics and improved usability Management Accounting (Universal Parallel electronic documents with authorities’ portals
and is considered in key scenarios, such as for network and network Accounting*) • Automated error notifications for e-docs failures
activities, for maintenance orders, in predictive accounting, and in
• Group ledger to provide a management view of • Enhanced preview of statutory reports to enable
accruals management.
intercompany transactions simpler review of errors and faster corrections
• New user experience for journal entry management • Review Booklet for Margin Analysis for Sales • Suppression of sales doc output in integration
• Simplified definition and automated execution of account balance Accountants scenario with SAP GTS compliance service(FPS01)
validations to ensure data quality • Suppression of invoice creation in integration
scenario with SAP GTS compliance service(FPS01)

*Restricted release for approved greenfield SAP S/4HANA customers


Public 211
2023
Finance: Unlock new efficiency with intelligent automation along the
Record-to-Report process

GR/IR reconciliation
Intercompany Matching + Reconciliation process
Accrual Collector Contract and Lease Management
Depreciation Run Revenue Recognition IFRS 15
General Ledger Disclosure Management

Report
Record Close
Account Perform financial
Create the Perform reporting
financial Perform
financial financial
record closing
General Ledger Upload accounting Financial Close Summary
Lock/ Unlock Profit Center Closing Monitoring and Orchestration

Group Reporting Data Account Substantiation and Automation


Automatic Rules / Workflow
Collection Corporate Close
Machine Learning
Central Finance
Public RPA 212
Finance: Business Challenges for CFOs
Delivering key insights in time to steer the business

Human and System


Resources Key Risks

Revenue &
operational
Liquidity & Cash Markets & Risk stability
Management Management

Liquidity &
credit risk
Working Capital
Management Global Trade
Management Remote staff &
secure systems

Fact-based forward- Trade disruption


Financial Compliance looking insights and & new suppliers
simulation

Public 213
Finance: Accounting and Financial Close

Accounting and
Revenue and Cost Accounting Financial Accounting Entity Close Financial Reporting
Financial Close

Automate financial and managerial Record and summarize business Close the period by performing key Produce statements that disclose an
accounting processes like revenue transactions and create periodic accounting tasks: manual organization's financial status to
recognition and production costs to reports on the financial results and adjustments, accruals, etc. Run management, investors, and the
help companies ensure continuous financial position of a company technical financial jobs government
compliance

SAP Fiori app: Manage Journal Entries SAP Fiori app: Profit and Loss statement SAP Fiori app: balance sheet

Public 214
Accounting and
Finance: Financial Accounting Financial Close

Universal Journal – the single source of truth

Universal journal – data reconciliation by design

• Concept: take the best of all worlds (e.g. ledger, market segment, SAP R/3 ERP
coding block, etc.)
Classic General Finance in SAP S/4HANA Cloud
• One line item table with full detail for all applications - for instant
Ledger
insight & easy extensibility (entry extension or ACDOCA derived)
• Data stored only once: no more reconciliation needed Reduction of New
memory footprint through elimination of redundancy Special Ledger
General Ledger
• Fast multi-dimensional reporting without replicating data to BW
• If BW is in place anyway, only one single extractor needed Profit Center
• Secondary cost elements are now G/L accounts Accounting
• Multi-dimensional GL
• Extension ledger to reduce duplication of data for management Profitability Profitability
reporting Analysis Analysis
• Custom defined fields Process Receivables
• Up to 999,999 line items per document
Controlling Controlling
• Unified, extensible currencies
• Consistent parallel valuation (transfer prices)
Fixed Assets Universal Journal
• Up to 10 currencies per ledger Fixed Assets
General Profit Center Material Profitability
• Basic & Advanced Compliance Reporting Ledger Accounting
Fixed Assets
Ledger
Controlling
Analysis
• Leverage Semantic Tagging for reporting on flexible hierarchies Material Ledger Material Ledger
• Integrated Planning (ACDOCP) Universal Journal - single source of truth
• Integrated Group Reporting (ACDOCU)
• Predictive Accounting

Link to documentation

Public 215
Accounting and
Finance: Financial Accounting Financial Close

Extension Ledger – supporting the management view use case

SAP ERP SAP S/4HANA


Legal Ledger Management Ledger Standard & Extension Ledger on top
• Same legal data (95 %) • Separation of management data from legal data
• Few adjustments (5%) • No data redundancy
• High data redundancy

Legal Ledger

Link to documentation
Public 216
2023
Finance: Financial Accounting
Improving the user experience

SAP Fiori app: Manage Journal Entries


New version of the SAP Fiori app Manage Journal Entries app (F0717A), which
you can use to do the following:
• Display general journal entries and their line items
• Create new general journal entries or copy and edit general journal entries
• Upload general journal entries using templates
• Reverse general journal entries individually or through mass reversals.
Reversals
of more than 200 items are conducted as background jobs.
• View reversal logs and change logs
• See related documents, such as purchase orders or incoming invoices
• See an overview of the customer and supplier accounting document data,
such as the customer, amount, or posting date
• Display amounts in different currencies
• Display intercompany journal entries
• Post notes and add attachments to general journal entries
Benefit
• Better usability and more fields to filter for and display
• Greater detail in the list of journal entries
• Clearer navigation between journal entries and line items and related apps SAP Fiori app: Manage Journal Entries
• The ability to display parked documents, workflow status, and related
documents. You can also display predictive journal entries if you use
predictive accounting.

Public 217
Accounting and Revenue and Cost 2023
Finance: Major Revenue Accounting Financial Close Accounting

and Reporting innovations


Revenue Accounting

• Central Finance Integration


Mapping of data from local systems to Revenue Accounting as a part of Central
Finance in order to process revenue accounting data from local systems
centrally and provide a consolidated reporting view

• Start Date Type: ‘Defined by Fulfillment Event Date’


New start date type to support over-time revenue recognition with event-driven
start dates. Fulfillments are triggered by fulfillment events and are spread
based on the fulfillment event date, duration, and deferral method, similar to
time-based fulfillments

• Operational Load with Migration Date


Perform the operational load from SAP Sales and Distribution (SAP SD) with
a migration date:
• to have more flexibility in migration and operational load process
• to have the option to clean up revenue contracts and reload them to
generate production postings

Document Flow: Display of Fulfillment events

Public 218
Accounting and Revenue and Cost 2023
Finance: ensure availability of all Financial Close Accounting FPS02

revenue accounting items and contracts


Revenue Accounting

Migration to optimized revenue accounting in a distributed scenario


In a distributed system scenario, it is beneficial to complete the operational
load from all involved operational systems before starting the creation of
revenue accounting contracts. This ensures that all revenue accounting items,
created in different operational systems, are available and will be considered
when combining them into the contracts. In the SAP Sales and Distribution
operational load transactions* you now have the option to postpone contract
creation in Revenue Accounting and Reporting.

If you choose to use this option, the operational load will be performed, but the
revenue accounting items (RAIs) will not be processed immediately. Instead,
they will be postponed with the postponement reason Initial Load.

When the operational load for all involved operational systems has been
completed, you can start the initial load transaction** to create RAR contracts.
This program picks up all revenue accounting items with the postponement
reason ‘Initial Load’ and processes them

Manage Revenue Contracts

*FARRIC_OL and FARRIC_OL_EXPERT and in the operational load application programming interface (API) for third-party systems:
FARR_INBOUND_EXT_MIGRATION_API ; **FARR_INB_INIT_LOAD

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Finance: Financial Operations
Electronic Bill Presentment
Financial Operations Accounts Payable Accounts Receivable Cash Management Settlement Management
and Payment

Simplify the way you record Manage customer accounts Monitor basic cash flows in Improve service by Integrate core business
and manage accounts payable. receivable efficiently. real-time to manage and empowering customers with a functions in the order-to-cash
Automate and streamline open Manage and streamline maintain sufficient liquidity. payment portal and e-billing. cycle to simplify financial
Items management as well as Credit Checks, Collections Cash management involves Electronic bill presentment settlement services.
payment processes. Use and Disputes to take control managing cash and liquidity and payment involves Settlement management
Analysis tools to always stay in of receivables and improve centrally directly embedded presenting bills on the web involves complex, high-volume
control to optimize operations customer processes and in financial operations. To and offering customers the financial payment processes
and working capital relations. detect cash deficits and option of paying their bills that companies offer to
surpluses in real time online. business partners.

Manage Supplier Downpayment Requests Cash-Flow Overview Process Flow Payment Item

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2023
Finance: Accounts Receivable
Improving the user experience for mass processing

Support for mass uploading of customer open items


New SAP Fiori app “Upload Customer Open Items”
enabling upload of multiple customer open items into
the system all at once:
• Upload customer open items such as customer
invoices and credit memos
• Check and edit the uploaded customer open items
• Check for errors in the customer open items before
posting
• Post the uploaded customer open items in batch

Benefit
• Increase operational efficiency with the ability to
upload a batch of customer invoices
• Improve usability and flexibility by enabling users to
check and modify items after uploading

SAP Fiori app “Upload Customer Open Items”

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Finance: Cost Management & Profitability Analysis

Cost Management &


Overhead Cost Management Product Costing Profitability Analysis
Profitability Analysis

Increase transparency in the drivers of (overhead) Improve decision making based on detailed Reach or exceed performance goals and deliver
cost and the causes of underperformance by information provided instantly about costs of superior service at lower cost by increasing insights
achieving a holistic view products manufactured or sold, when in production. in profitability through real-time financial reporting
Use production related cost information and multidimensional data analysis
Get complete, accurate, real-time information to automatically focusing on actuals and allow for
help managers increase overall profitability and isolated production cost change simulations Help business users improve decision making with
operational efficiency by area of responsibility immediate, role-based insight into current statuses
Support period-close activities using costs calculated and flexibility for ad hoc reporting and analysis
for work in progress, variances and scrap, and embedded in the system of record
product settlement

Assess costs accurately with product cost


management that’s aligned with the type of
manufacturing process. Including service cost
management or project cost management,
depending on the business model.

SAP Fiori app: Product Margin SAP Fiori app: Predictive Accounting SAP Fiori app: Margin Analysis

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Cost Management &
Finance: Cost Management & Profitability Analysis Profitability Analysis

Universal Parallel Accounting* establishes a parallel value flow across end-to-end processes

Statement of direction Value proposition Capabilities


• Provide an accounting solution, • Full audit trails through consistent, parallel • Define material prices by ledger
able to valuate business processes information across all ledgers
• Capitalization of self-manufactured assets by ledger
in parallel and in real time, • High degree of automation and accuracy for
per required accounting principle • Actual cost rate, overheads, settlement and universal
parallel legal valuations
and for (group) consolidation purpose allocation are calculated and posted by ledger
• Benefit from the flexibility of the parallel ledgers
• Parallel valuation postings and analysis in production
• Support of up to 10 currencies not only in general ledger accounting but also in
accounting for event-based production orders
throughout different accounting processes various subledgers
thereby eliminating restrictions that used to • Perform valuation runs and other closing tasks by ledger,
• Simplified configuration settings and less manual
apply resulting in individually calculated values for financial and
effort
to asset accounting and inventory valuation management accounting
• Basis for future innovations in the area of parallel
valuations
• Display accurate data based on the selected ledger in
many Finance apps

Introduction to
Universal Parallel
Accounting

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*Restricted release for approved greenfield SAP S/4HANA customers 223
Cost Management &
Finance: Overhead Cost Management Profitability Analysis
Overhead Cost Management

Universal Allocation

Handle multiple accounting principles using ledgers


in Controlling*
• Controlling functions supported in the leading ledger
and other ledgers
• Ledger-specific handling of activity allocation, cost
distribution and allocation, and settlement*
• Allocation tags to improve searches for allocation
cycles

Business Value
• High traceability, transparency and insights on the
overhead allocation process
• Proven allocation functionality with improved
standardization and the speed of the universal
journal Manage Allocations

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*Restricted release for approved greenfield SAP S/4HANA customers 224
Finance: Treasury Management
Payments and Bank
Treasury Management Cash and Liquidity Management Debt and Investment Management Financial Risk Management
Communications

Gain real-time insight into global Increase compliance and Manage debt and investments to Protect your assets and cash flow
cash and liquidity management. automation with integrated optimize borrowing rates, with real-time financial risk
Capture cashflows from across the payments and bank investment costs, and capital management. Capture, analyze, and
enterprise in a central view. Obtain communications. Secure proper structure with real-time insights. quantify financial exposures from
up-to-date cash position and cash approvals and documentation with Monitor and control counterparty across the enterprise. Manage the
flow forecasts in real-time. rule-based workflows. Monitor risk. Automatically include cash complete hedging process using a
Develop a long-term liquidity outgoing payment and incoming flows in the cash forecast. Receive centralized cockpit. Integrate
forecast using embedded account statements from end to market data automatically and use hedging seamlessly with trading
planning tools. Control the end. it for treasury functions. Benefit portals. Simulate risks with what-if
lifecycle of bank accounts through Enable bank connectivity for from seamless integration to scenarios. Create effective hedging
bank account management. payments, status, and account Trading Platform providers and strategies that meet GAAP and IFRS
Manage bank fees through a bank statements. Centralize payment use dashboards for overview and accounting standards. Simulate,
fee analyzer management with a Payment drill down of maturity profile of generate, and automatically post
Factory approach. Connect bank financial instruments. general ledger entries. Gain a
and SWIFT through the cloud-based Generation of single accumulated complete overview with dashboards
SAP Multi-Bank Connectivity interest flow for risk-free rates and the ability to drill down risk
solution. positions and hedging transactions

Display Hedging Area

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Finance: Treasury Management

1 Cash and Liquidity 2 Debt, Investment and


Management Risk Management
Increase the availability and utilization Optimize the capital structure, make informed
of funds, ensure sufficient cash flow for investment decisions, and mitigate financial risks
operational needs while minimizing to maximize returns and safeguard the financial
financial risks. Y ECOSY stability of an organization.
A SUR ST
EM
RE
T

Modern
Treasury
4 Working Capital 3 Payments and Bank
Management T
R
Communication
EA M
SU TE
Effectively manage the short-term RY ECOSYS Facilitate secure and efficient financial transactions,
assets and liabilities of a business to enable seamless transfer of funds between parties,
and provide timely and accurate information
ensure smooth operations, meet exchange with banks for effective financial
financial obligations, and maximize management.
profitability.

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Commodity Commodity Risk 2023
Finance: Commodity Management Management Management FPS01

Identify and qualify Financial risks associated with commodity price volatility resulting from physical commodity sales, procurement and trading processes and
mitigate by hedging them with commodity derivatives. This includes management of full e2e life cycle of Commodity Futures, Listed and OTC Commodity Options,
Commodity Swaps and Forwards

Capabilities for Hedge management and commodity price risk hedge accounting
• Management of Planning Data, Exposures, Hedge Limits, Hedge Books, Hedge
Execution plans
• Fiori Apps for Backoffice and Hedge Accounting administrators to facilitate their tasks
• System identified exceptions to support end users to trigger required actions
• Hedge Cockpit for Derivative Traders
• Full support and automation for Hedging-on-Behalf scenarios
• Cash Flow Hedge Accounting for Commodity Price Risks according to IFRS9
• Automated designations
• Trigger Hedging and Hedge Accounting for FX risks embedded in Commodity Hedges
Benefits Commodity Hedge Cockpit
• Highly automated processes minimize Hedge Accounting related workload
• Improved visibility and auditable transparency through audit-proof process
documentation
• Seamless accounting integration

Trader’s Order Cockpit

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Financial Risk 2023
Finance: Mitigation of financial risks by Treasury Management
Management FPS02

monitoring and limiting exposures


Financial Risk Management
• Balance sheet exposure – working day shift
Allows for reporting your net open exposures (FX risk) on a daily basis in the
Hedge Management Cockpit app

• Hedge Management of Balance Sheet FX Risks - Enhancements


With these features, the following enhancements for Hedge Management of
Balance Sheet FX Risks are available:
• You can assign a specific, central factor calender for the working day check
during hedge request generation
• You can choose the Net Due Date instead of the Clearing Date as relevant
for the selection of FX exposure from data source FI Open Items

• Simulation of period-end closing with different rate type


• Simulate and store period-end closing results of treasury positions
including valuation, accrual and deferral of expenses and revenues, and
classification using the framework of the operative period-end closing
functions and including relevant valuation results that are also generated by
the real valuation during period-end closing without creating a posting.
• Enhance the selection screen of the Simulate Period-End Closing app with
the foreign-exchange price type used for simulated valuation and
simulated accrual processing. Hedge Management Cockpit

Public 228
Finance: Enterprise, Risk and Compliance

Enterprise Risk and


International Trade Mgmt.
Compliance

Ensure export/import
compliance by checking
transactions for embargoes,
managing licenses,
and using inline blocking/release
for transactions
Fulfill diverse customs needs
like foreign trade zones,
China's processing trade,
bonded warehousing,
and Intrastat compliance
Leverage free trade
agreement benefits with
automated product
qualification, requesting
supplier declarations, and
issuance of customers
declarations
Ensure export/import
compliance by checking
transactions for embargoes,
managing licenses,
and using inline
blocking/release for
transactions

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Finance: SAP International Trade Management Portfolio
Key features
Key capabilities covered by
three solutions:
Compliance Ensure export/import compliance by checking
transactions for embargoes, managing licenses,
Management and using inline blocking/release for transactions.

Global Trade Services


Standalone, market leading global trade
management; full scope of functionality
Customs Special Customs
Management Screen
Procedures
Handle import/export customs, Fulfill diverse customs needs
documentation, duties, and Export Import like foreign trade zones, SAP S/4HANA for
product classification, and China's processing trade, international trade
optimize cost savings with Qualify bonded warehousing,
trade strategies. and Intrastat compliance. Embedded Intrastat, import/export
control, and related classification

Leverage free trade agreement benefits with


Watch List Screening
Trade Preference automated product qualification, requesting supplier
Management SaaS on SAP BTP | Screening
declarations, and issuance of customers declarations.
only | Order in SAP store

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Finance: SAP International Trade Portfolio
SAP Global Trade Services

Centralize global trade management and enhance compliance by Compliance


integrating trade services into a single platform. This streamlines & Reporting
trade processes, reduces costs, and expedites customs clearance, helping
you meet regulatory requirements and mitigate penalties.
• Manage import and export compliance, including license management,
checks and assignment, and conformity with embargo restrictions.
• Improve customs processes for imports and exports through
product classification, automated creation and validation of customs
declarations, and customs communication through direct filing or
Customs SAP Global Special
Management & Customs
via customs brokers. Communication
Trade Programs
• Screen accurately for restricted parties across business operations Services
with inline blocking and release.
• Automate product qualification for free trade agreements and manage
supplier and customer declarations.
• Leverage special customs processes such foreign-trade zones, processing
trade in China, bonded warehousing, inward and outward processing Free Trade Agreement
relief (IPR/OPR) and Intrastat. Qualification

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Enterprise Risk and International Trade 2023
Finance: Manage trade compliance checks Compliance Management FPS02

with ease
International Trade Management

Business Background
Management of trade compliance checks for service orders,
service quotations, subscription order and solution quote
(SAP S/4HANA Cloud, private edition) with SAP Global Trade
Services is now fully supported by SAP S/4HANA Service

SAP Global Trade Services, edition for SAP HANA:


Integration with SAP S/4HANA Service
Manage trade compliance checks for service orders and
service order quotations (SAP S/4HANA Cloud, private
edition) with SAP Global Trade Services (SAP GTS):
• Prevent service activities with embargoed countries
• Check legal control service processes
• Resolve legal control issues with blocked service
documents
• Check business partner addresses in service orders and
service order quotations if they are part of a denied
party list
Global Trade Services

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Finance: SAP International Trade Portfolio
SAP Watch List Screening

Leverage real-time restricted party screening to streamline the Simplified


vetting of customers and suppliers against government- SaaS Model
mandated denied party lists.

• Simplify screening, via on-demand SaaS model, providing instant


access to up-to-date sanctioned party lists.
• Real-time compliance checks for order-to-cash and procure-to-pay
processes.
• Pre-built integration with SAP S/4HANA and published APIs to Up-to-date SAP Real-time
extend to other systems. sanctioned
party lists Watch List screening
• Ad-hoc screening for extended use cases. Screening

SAP S/4HANA
integration

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Enterprise Risk and International Trade 2023
Finance: Identify and manage Compliance Management FPS02

sanctioned parties at first glance


Integration with SAP Watch List Screening

Integration of SAP Watch List Screening with business


partner master data in SAP S/4HANA Cloud
• Call the SAP Watch List Screening application on SAP
Business Technology Platform within SAP S/4HANA, for
business partners with the roles of customer or supplier
• Screen the name and addresses of a business partner for
natural persons or organizations that might be
sanctioned
• Add status fields representing the screening status to the
addresses of a business partner in SAP S/4HANA
• Manage a cumulative status field on the level of general
data of the business partner

Relevance for international trade documents:


When you use a business partner already screened in a trade
compliance document, you can define whether the result of
the business partner screening is used for the trade
compliance document, or whether an additional screening is
executed.
Watch List Screening

Public 234
Finance: Billing and Revenue Innovation Management

Billing and Revenue Fin. Customer Care and Dispute Receivables Management and
Subscription Order Management Convergent Invoicing Credit & Collection Management
Innovation Management Management Payment Handling

Design new solution Provide customers a single, Manage credits efficiently Clarify and resolve Manage customer
offerings from a singular converged invoice for all to reduce the risk of customer payment accounts receivable
product catalog, fulfill products and services as financial losses and to disputes quickly and efficiently. Manage and
customers across sales, desired, including billing optimize relationships efficiently. Automate the streamline Credit Checks,
service and configurable streams from legacy billing with your business escalation of billing Collections and Disputes
subscription, while enabling systems, reducing customer partners. Determine the disputes, proactively to take control of
upsell and cross-sell confusion and accelerating risk of losses on manage and solve those receivables and improve
through subscription cash collection receivables from your to reduce DSO and customer processes and
lifecycle management business partners early ensure customer relations
and in making credit satisfaction
decisions efficiently and Improve service by
automatically empowering customers
with a payment portal and
Improve management of e-billing. Electronic bill
past-due accounts and presentment and
reduce days-sales- payment involves
outstanding to accelerate presenting bills on the
cash flow. Proactively web and offering
manage overdue customers the option of
receivables and prioritize paying their bills online
collections efforts for
maximum success

Manage Subscriptions

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Finance: scale your digital-only business
Scale performance with increasing volume and complexity

Recognize + Learn +
Model + Price Quote + Sell Order + Provision Rate + Invoice Collect + Settle
Report Grow

Offer Quote Order Contract Usage Collection, Converged Billing Rev-Share Customer Care, Controlling + Revenue Analytics
Modeling Management Management Management Pricing + Charging + Settlement + Payment Credit + Collections Accounting

SAP Convergent
SAP Entitlement SAP Cash
Subscription Mediation
Management Application
by DigitalRoute
Order
Management GL, CO,
Subscription Order Convergent Convergent Contract Accounting
Front-End Application Charging Revenue Analytics
Management Invoicing
Advanced Variant Recognition
Configuration
SAP S/4HANA Cloud / BTP
Master Data
Management

SAP BRIM modules Optional Add. Quote-to-Cash modules SAP S/4HANA Cloud / BTP SAP Commerce Cloud or other

NOTE: Actual product modules will vary based on customer-specific requirements and use cases.
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Finance: comprehensive management of the subscription lifecycle
Subscription Order Management

Manage product catalogs with flexible pricing options. Product Bundling


Mix and match into one offer
Design and model offers that combine multiple • Products + services + projects +
pricing and billing options. subscriptions
• Recurring + one-time + usage/outcome fees
Bundle subscriptions with physical products, services, • Charge in advance, in arrears, installment,
and/or projects as a single offer. etc..

Manage subscription lifecycle, from order capture and


fulfillment to renewals and contract changes. Subscription Lifecycle
• Order capture, distribution, fulfillment
Support complex multi-sided business models • Renewals, extensions, cancellations
by managing partner revenue-share agreements. • Product changes
• Upgrades, downgrades
Gain complete view of order and contract history
with detailed audit trail.

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Billing and Revenue Subscription Order 2023
Finance: Major enhancements in Innovation Management Management FPS02

Subscription Order Management


Subscription Order Management
• Integration with SAP Global
Trade Services for SAP HANA:
Integration with SAP S/4HANA Subscription Order Management
Subscription Order Management now integrates with SAP Global Trade
Services (SAP GTS) to support compliance requirements

• Enhancement of the SAP Fiori apps for contract lifecycle


management to support the parameters of SAP Convergent
Charging
You can now choose to either Submit your change request directly or to
open the ‘open Change Order app’ when executing a change process.

• Enhanced integration capabilities in subscription orders and


contracts Manage Subscriptions
The following OData APIs have been enhanced:
• Master Agreement
• Subscription Contract – Read
• Solution Quotation
• Subscription Order (Version 0002)
Further details and specifics are in the notes section of this slide.

Manage Master Data

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Finance: Advanced Accounting & Financial Close

Advanced Accounting &


Document
Advanced&Compliance
Reporting Compliance
Reporting Corporate Close Joint Venture Accounting Contract and Lease Management
Financial Close

One holistic solution to fulfill local Corporate close involves releasing SAP S/4HANA supports Contract and lease management
mandates from real-time the local books, validating the complete accounting processes involves actively managing lease
electronic documents to statutory financial data, translating local to for joint ventures. It captures all agreements
reports, while automating group currency, eliminating expenditures and other joint
compliance operations worldwide intercompany effects, and venture transactions using
preparing financial statements for functions from financial and
the group managerial accounting as well
as asset management, materials
management, plant maintenance
and project system

Group Reporting App “Display Group Journal Entries” Group Reporting App “Validation Results” Contract and Lease Management: “Periodic Posting”

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Tax and Trade
Finance: Tax Management Management

SAP Document and Reporting Compliance

Run SAP Document and Reporting Compliance to customers to stay on top of continuously evolving e-invoicing and statutory
reporting mandates driven by digitalization of authorities.
Leverage a single cloud offering integrated across LoBs to enable the submission / exchange of documents and reports to tax
authorities.

1. Standardization, simplification and automation:


Standardize IT landscape and business
processes, and lower total cost of ownership to
comply with regulations worldwide. By
Embedding compliance natively, improve
operational agility to implement legal mandates

2. Global coverage of end to end processes: ready-


to-use scenarios for over 430 regulations in
more than 57 countries.
Global monitor of deadlines and latest compliance status

3. Extensibility platform for customers and partners: • Automated checks to ensure consistency between electronic
respond to additional mandates and flexibly adapt documents and authorities’ portals New 2023
to business needs for one solution worldwide.
• Automated error notifications during electronic documents
processing New 2023
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2023
Finance: SAP Document and Reporting Compliance
Comply with electronic documents and statutory reporting worldwide

Minimized risk of noncompliance ensuring consistency


between SAP S/4HANA Cloud Private Edition and tax
authorities / local platforms
New SAP Fiori apps to automatically check the consistency
of business transactions between SAP S/4HANA Cloud
Private Edition and tax authorities’ platforms to early
identify discrepancies and allow enough time for
corrections prior month-end. In addition, you can centrally
review the findings and initiate corrections. This way, you
can ensure traceability and minimize the risk of
noncompliance at the time of returns submission.
SAP Fiori app “Check Electronic
• Automate consistency checks Document Consistency”
• Centrally review inconsistencies
• Initiate corrections of inconsistencies

Benefit
• Gain real-time insights into compliance status.
• Proactively identify inconsistencies of electronic
documents earlier in the period.
• Reduce manual effort by streamlining remediation of
SAP Fiori app “Resolve Electronic
inconsistencies. Document Inconsistencies”
• Minimize risk of non-compliance when tax authorities
reconcile periodic tax returns to the records collected in
real-time or near-real time in their platforms.

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2023
Finance: SAP Document and Reporting Compliance
Comply with electronic documents and statutory reporting worldwide

Automated Error Notifications During Electronic


Documents Processing
As more and more authorities mandate electronic
documents, you can automate error notifications and
accelerate corrections
• Set up automated error notifications for specific users
by error category
• Review error by category, manually send email
notification and initiate corrections
• Manually create electronic documents when automatic
creation fails or original documents are deleted (new
SAP Fiori app ‘Create Electronic Documents Manually -
Special Cases’)

Benefit
• Accelerate corrections by automatically notifying
responsible person and avoid late submission due to
errors
• Maximize efficiency by prompting user actions when
SAP Fiori app “Manage Electronic Documents”
required and preventing unnecessary manual monitoring
• Increased usability, from insights to actions
• Seamlessly handle special case electronic documents
e.g. recreate e-documents previously deleted

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Enterprise Risk and
Finance: SAP Financial Compliance Management Compliance

SAP Financial Compliance Management allows to centralize and automate tax checks, remediation and improve
the quality of tax data by addressing the issues at the source.

Financial control content for Tax Management

Supplier Without VAT Registration Tax Amount Above Threshold Postings without Tax Codes

This check identifies B2B customer


The check identifies all suppliers for invoices with a VAT amount greater than This checks identify the list of documents that
Description whom no VAT ID is recorded. a certain amount (the default is 10,000 in do not have a tax code entered.
local currency).

This control helps to identify suppliers with


missing VAT registration value, and as result This controls helps to identify and validate This controls helps to identify any business
Why this postings to this suppliers can be hold required high value transactions and avoid transactions without tax code to ensure
Control? data are maintained and verified. unnecessary manual effort. reporting is accurate and complete.

The amount can individually be set (the


VAT Registration field is checked, and default that is predefined is 10,000 in LC). The compliance check “Postings without Tax
Logic record is returned if field is empty. Account type: Debit. Time selection field: Codes” returns documents that do not have a
Posting Date. tax code entered in the MWSKZ field.

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Finance: Transform your IFRS Compliance with SAP
IFRS compliance with embedded intelligent processes: New IFRS and Other Legal Requirements

IFRS 15 - ASC 606 IFRS 9 - ASC 815 Country by Country


Revenue Recognition from contracts Classification and measurement
Reporting
Revised approach according IFRS9 to measure all financial (CbCR, BEPS)
Supports the single five-step model for recognizing revenue
assets and Liabilities Preconfigured solution for
Automates and simplifies revenue recognition Impairments data collection, validation and
Provides native support for parallel reporting (multi-GAAP) Fundamental redesign of provisioning model for financial reporting
assets
NEW Integration with Central Finance Reporting package for risk
Hedge Accounting analysis and comparison
SAP Solution: Reduction of Volatility of Financial Position (video)
Automated Revenue Management (ARM) portfolio (blog) SAP Solution:
SAP S/4HANA Revenue Accounting (RA(R), video, FAQ) SAP Solutions: SAP S/4HANA direct tax
SAP S/4HANA & SAP Treasury and Risk Management (Blog) management

IFRS 16 - ASC 842 IFRS 9 & IFRS 17 for Insurance Companies and Banks
Leases Insurance Contracts
Automated lease accounting activities Supports new insurance contract liability calculations in a comprehensive subledger used by
Purpose-built real property business processes banks, insurance and reinsurance companies as wells as fintech and corporates
Automated process for equipment events
SAP Solution:
NEW Integration with Planon SAP S/4HANA for Financial Products Subledger
SAP Solution:
SAP contract, lease $and real estate management (aka CLM,
RE-FX, FAQ)

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Advanced Accounting Intelligent
Finance: Entity Close Orchestration and Financial Close Technologies

Automation and collaboration for all close cycles

Manage Closing Process Approve Financial Close Closing Task


Task List Closing Tasks Closing Tasks Overview Completion

Accounting Expert General Ledger Accounting Manager Head of Finance, Central Controlling
Accountant
Asset Accountant
AR/AP Accountant

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Advanced Accounting Intelligent
Finance: Entity Close Orchestration and Financial Close Technologies

SAP S/4HANA Cloud for advanced financial closing

Run Advanced Financial Closing in a Cloud Hub scenario to further automate, streamline, and harmonize the overall closing process.

Advanced
Financial Closing

SAP Business Technology Platform

SAP
SAP ECC SAP S/4HANA
S/4HANA SAP BTP
Cloud

• Closing Hub Scenario: enable pre-defined


connectivity to On Premise and Cloud ERPs in
heterogeneous landscapes (incl. Central Finance)
Dependencies network graph in the financial closing task list
• Intelligent Closing: leverage intelligent
technologies to automate and further streamline
the closing process

• Central steering: Enable central management for • SAP Build Process Automation: advanced orchestration of
entity and group close along the entire finance closing bots New 2023
process Roadmap
• Automated supervision of closing tasks with account balance
validation New 2023
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2023
Finance: SAP S/4HANA Cloud for advanced financial closing
Entity Close Orchestration Closing Tasks with
Account Balance
Validation

Automated supervision of closing tasks with


account balance validation
New SAP Fiori apps to maintain and execute
financial closing validations such as balance
verifications before and after closing tasks,
detection of variances between current and
previous periods and more. In addition, these
integrate with SAP S/4HANA Cloud Public Edition
for Advanced Financial Closing to further automate
execution and trigger prompt actions in case of
failures:
• Define account balance validation rules.
SAP Fiori app “Manage Balance
• Execute validations and analyze results.
Validation Rules and Groups ”
• Plan validations as part of entity close, and
orchestrate the process based on results.

Benefit
• Improve entity closing process governance with
full visibility of validations.
• Reduce manual effort and accelerate the
closing by automating error detection and
notifications.
SAP Fiori app “View Balance
• Higher financial statement quality via early data Validation Results”
qualification.

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Finance: Additional LoB Finance Solutions for SAP S/4HANA

SAP S/4HANA Cloud for advanced financial closing – hub-based entity close orchestration for 1:more SAP
Intelligent Technologies
Accounting systems (ECC or S/4HANA)

3rd party add-ons provide additional automation and governance

Add-on extending Entity Close:


SAP Account Substantiation and Automation by BlackLine – for best practice automation for the balance sheet substantiation processes

Add-on extending Corporate Close:


SAP Intercompany Governance by BlackLine – for governance especially related to the origination phase for non-trade intercompany
processes in a heterogeneous landscape

Add-on extending SAP S/4HANA Central Finance:


SAP Central Finance Transaction Replication by Insightsoftware for SAP S/4HANA – standardized integration scenarios for posting non-SAP
data into the Central Finance instance
SAP Central Finance Data Harmonization by Insightsoftware - for master data harmonization including data profiling, conflict detection,
golden record determination, and upload into target system for central finance-specific objects and scenarios

Public 248
Advanced Accounting
Finance: Group Reporting and Financial Close

Leverage an integrated platform and simplify the entire consolidation process

System basics Data preparation


Customer-specific Flexible restatement and
Analysis
attributes for consolidation simulation functionality Group financial statements
units Integration of group review booklet
Consolidation unit planning data from SAC
derivation in accounting

Data collection Consolidation Dashboarding /


Staggered close On-the-fly interunit profit Planning /
process elimination via group
Questions and answers Disclosures
valuation ledger
in forms Posting on cashflow
Enhanced segregation reporting items
of tasks

Public 249
Advanced Accounting
Finance: Group Reporting and Financial Close

Using currency rates specific to a consolidation unit or specific to posting date

Need to translate the financial data of a


consolidation unit using an exchange
rate that is specific to this
consolidation unit (Group Reporting
Data-Based Rate)
Need to translate the financial data for a
transaction using the exchange rate
valid for the posting date of this
transaction

Benefit
• Higher precision when translating the
financial statements of a newly
acquired consolidation unit
• Precise historical conversion for
investments and equity leveraging
the posting date of the original
transaction

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Advanced Accounting
Finance: Group Reporting and Financial Close

Collect multiple answers in forms and relate them to numbers

Enable form designers to ask questions


within a form that can now refer to
numbers, such as: explain deviations, or
provide supplemental information

Benefit
• Provide questions and answers a
stronger semantic by referring to
numbers
• Ask a question with answers for each
item in a list and reduce the number
of questions to create

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Advanced Accounting 2023
Finance: more transparency regarding and Financial Close
Joint Venture Accounting FPS02

JVA-agreements than ever before


Joint Venture Accounting (JVA)
Business Background
A joint venture operating partner carries all operating costs
throughout the accounting period. At the end of the accounting
period, the operator‘s expenditures are shared by the non-
operating partners and the operator, according to their equity
shares. This process is called cutback. The SAP Joint Venture
Accounting System (JVA) cutback process assigns expenses to
partners.

Joint venture accounting on the universal journal: cutback


mapping extensibility (CDS views) support
Enable multiple CDS views that support the exposure and
consumption of joint venture cutback mappings (GJ25 - GJ32) for
account and cost object types, including the following:

Cutback account mapping intracompany


Cutback cost center mapping intracompany
Cutback WBS mapping intracompany
Cutback order mapping intracompany
Cutback chart of accounts mapping intracompany
Cutback account mapping intercompany
Cutback cost center mapping intercompany
JVA: Cutback App
Cutback WBS mapping intercompany
Cutback order mapping intercompany
Cutback chart of accounts mapping intercompany

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Finance: Advanced Financial Operations

Advanced Financial
Collections Management Contract Accounting Credit Evaluation Management Dispute Resolution
Operations

Improve management of past-due Manage accounting for a sales or Manage credits efficiently to reduce Clarify and resolve customer payment
accounts and reduce days-sales- service agreement that runs over the risk of financial losses and to disputes quickly and efficiently.
outstanding to accelerate cash flow. an extended period of time. optimize relationships with your Automate the escalation of billing
Proactively manage overdue business partners. Determine the risk disputes, proactively manage and
receivables and prioritize collections of losses on receivables from your solve those to reduce DSO and ensure
efforts for maximum success. business partners early and in making customer satisfaction.
credit decisions efficiently and
automatically.

Supervise Collections Worklist Process Receivables

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Advanced Financial 2023
Finance: Collections Management Operations

Intelligent Cash Collections

Insights for pro-active collections management ‘With AiVidens, we now have a dynamic view on
the evolution of the risk of our debt portfolio. We
can better anticipate payment issues and
therefore take early enough the necessary
• Benefit from an integrated process from Financial Accounting to collection actions. Risk analysis was our first
collection strategy execution in SAP Collection Management motivation, but the solution also helps us improve
our cash position by targeting the clients that can
• Anticipate payment issues - understand whether your make a big difference.’
customers will pay and when
CFO leading Media Company
• Segment your portfolio according to specific risk indicators
• Compare payment patterns and risk according to many business
dimensions
• Simulate different collection strategies and decide which one 30%
Overdue Amount reduction Featured Partner
fits best your current requirements
• Set the right priorities, focus for your collection team and 20%
execute your collection strategies, all in one flow Cash Accuracy Improvement Contact

• Central point for dashboards, reports and simulations (SAP 20%


Analytics Cloud) Operational efficiency improvement

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Finance: Real Estate Management

Contract & Lease Investment and Maintenance and Portfolio & Location
Real Estate Management Energy and Safety Workspace Mgmt.
Mgmt. Construction Repair Mgmt.

Manage leases within a Mitigate environmental, Support companies to Integrate with SAP Optimize the Supports to increase
single application that is health, and safety risks include estimations, bid Intelligent Asset management of your real the efficiency and
used to support many associated with energy- management, and Management to manage estate portfolio and utilization of the
different leasing related fields. project management for technical equipment improve your building buildings.
processes and be the efficient completion and inventories. The performance with master
compliant with lease of investment projects. extensive message, data model to enable
accounting standards notification and order end-to-end real estate
without duplication/repli system supports the business processes
cation of abstracted maintenance processes.
lease data. The One solution to perform
It includes a systematic
simplified cost allocation space management for
planning and control
model supports leased commercial and
of all necessary
in, leased out and corporate requirements
maintenance
internal allocations. and servicing measures.
Natively integrated with
SAP S/4HANA Financial.

Contract and Lease Management: “Periodic Posting” Contract and Lease Management: “Periodic Posting”

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2023
Finance: Real Estate accounting, Real Estate Management Contract & Lease Mgmt. FPS02

contract management and analytics at ease


Contract and Lease Management (CLM)
Intercompany Lease Processes in Real Estate Management
Enables the management of lease processes between two companies that
belong to the same corporate group. The intercompany lease process allows you
to do the following:
• Manage intercompany lease-out contracts
• Manage intercompany lease-in contracts
• Make periodic postings for intercompany lease contracts
(accounts receivable and accounts payable)
• Run periodic valuation for intercompany lease contracts

You can manage objects that are part of an intercompany lease process in the
Manage Usable Objects app and the Manage Rentable Objects app.

The following new usage categories have been added to the


Manage Usable Objects app:
• Intercompany Usable Object with and without Portfolio Structure

The following new usage categories have been added to the


Manage Rentable Objects app:
• Intercompany Rentable Object with and without Portfolio Structure CLM Dashboard

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Finance: central business steering across SAP and non-SAP systems in real time
Central Finance value proposition in a nutshell
Central Finance as a solution
Central Finance Solution incorporates additional aspects and offers a comprehensive scope for a central platform in
Central Finance corporate finance, including group reporting for consolidation, AFC for financial closing, a treasury workstation,
Solution receivables management, and the Analytics Cloud for planning and analytics, among other features.
Central Finance enables and provides access to new innovations such as RISE, AI, and sustainability, particularly for
large enterprises with multisystem landscapes.

SAP S/4HANA Cloud for Central Finance as a product


Central finance From a product point of view, the software solution Central Finance is more than a S/4HANA system. It is based on
S/4HANA Cloud but it comes additionally with a set of enabling pure Central Finance technologies (like logging,
replication, mapping, posting, error correction and reconciliation) and uses SAP SLT*, MDG, AIF.

Central Finance as a system


SAP S/4HANA SAP S/4HANA Cloud for central finance foundation (also known simply as “Central Finance”) is a S/4HANA system
installed as side-car, receiving financial accounting transactions via real-time replication from SAP or non-SAP ERP
source systems. Only available for RISE Premium and RISE Premium Plus customers

Advanced reporting Scalable execution Transformation platform


at segment, entity and group level of local and central processes for the digital business

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* SLT ≡ System Landscape Transformation; MDG ≡ Master Data Governance; AIF ≡ Application Interface Framework
Finance: getting a unified view of the business in a multi-system landscape
The non-disruptive step towards SAP S/4HANA Finance

SAP S/4HANA Cloud Advanced Segment, Entity, and Group Reporting


for Central Finance • All documents from source systems available in the
Universal Journal in Central Finance in real-time
Accounting Planning Finance
and Close and Analysis Operations
• Integrated financial data on the most granular level
• Consistent internal and external reporting

Treasury Compliance Scalable Local and Central Process Execution


and Risk Management
• Reduce costs and increase efficiency by centralizing financial
processes
• Minimize manual and re-deploy labor to value-added activities
Real-time replication Audit trail drill-back
by higher degree of automation
• Access to latest technology innovations for operational
Source Systems excellency at all times

SAP S/4HANA Cloud


Transformational Platform for the Digital Enterprise
SAP S/4HANA
• Future-proof harmonized data model

… … • Retain multi back-end environment (SAP and non-SAP)


Legacy SAP ECC Non-SAP*
• Zero-touch Finance, exception-based finance management
* Non-SAP integration provided by SAP Central Finance Transaction
Replication by insightsoftware for SAP S/4HANA
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2023
Finance: Central Finance
Error resolution

In the app Manage Pending Journal Entries - Message


View, you can see all error messages from all pending
journal entries including information about the financial
impact of the documents. From this view, you can navigate
to the pending journal entry in question and decide how to
proceed.
• Distribute error messages to different recipients
• Group error messages in error categories
• Upload assignments of error messages to error
categories from a spreadsheet

Benefit
• Increase efficiency by distributing error messages to the right
recipients
• Improve overview and classification of different types of errors
• Lower costs by automating tasks in central finance

SAP Fiori app “Manage


Pending Journal Entries”

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Advanced Accounting 2023
Finance: streamlined deviation analysis and Financial Close
Central Finance FPS02

with Transfer of Plan Data app


Central Finance reporting innovation

Business Background
Using this report you can transfer period-based financial plan data for cost centers / activity types from one (SAP ERP)
source system at a time to the Central Finance (SAP S/4HANA Cloud Private Edition or SAP S/4HANA) system. You start
the plan data transfer from the Central Finance system, that is, you run the report in the Central Finance system per cost
object type, in this case for the combination of cost center and activity type to support real-time deviation analysis for
accelerated business steering based on current data
Business Value
Seamless reporting and deviation analysis in Central Finance
system of actual vs. plan data across multiple systems
Motivation/Background
Enabling Plan vs Actual Data Reporting in a Central Finance system
Solution/Feature
• Report to transfer plan data from SAP ECC source systems
• Replication and conversion of object-based plan data Transfer Plan Data App
(table COSS/COSP to ACDOCP)

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Advanced Accounting 2023
Finance: central and accelerated and Financial Close
Central Finance FPS02

handling of asset accounting


Central Finance Purchase Order integration

Business Background
Using the app ‘Manage Asset Assignments to Purchase Orders’
(Central Finance), you can call up a worklist that shows the
replicated purchase order line items which are related to an asset
acquisition based on the configuration settings, its asset assignment
status, and its corresponding asset acquisition posting status. You
can then decide how to handle the line items with incomplete or
error statuses

Purchase order integration for central asset creation in central


finance
New functionalities for central asset accounting, which currently
allows management of fixed assets and asset accounting in the
central finance system and enables users to switch off asset
accounting in the source system for selected company codes:
• Central asset creation from a replicated accounting view of a
purchase order
• Automatic asset acquisition posting in central finance

Purchase Order Overview

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Finance: Strategy for Financial Planning,
Consolidation, and Reporting on and within SAP S/4HANA

Strategic data visualization Integrated financial planning


• Intelligent decision-making platform • Integrated financial planning and budgeting processes based on
• Only analytics solution to bring together BI, detailed and up-to-date information to support business decisions.
Planning, and Predictive in the cloud • Coverage of main planning processes, optimization of planning
• Smart features deliver insights with embedded ML SAP Analytics Cloud SAP Analytics Cloud execution and support of planner by system intelligence &
analytics available on any device simulation
• Flexible, accurate, and powerful construction of Business Intelligence Planning • Flexible and consistent modeling of planning and simulation
planning scenarios processes across the organization
• Accelerated time to value $ $ • End-user-driven processes, enabling closed-loop performance
• Embedded SAP Analytics Cloud Stories and management
multidimensional reporting possible in • Augment financial analysis with artificial intelligence to create a
SAP S/4HANA more accurate forecast
• Re-usability of allocation logic for actuals and plan

Integrated entity and group close Real-time integrated analytics in SAP S/4HANA
• Local and group close can share same master data • Real-time operational reporting powered by SAP HANA
and transactional data • Completing the process by combining analytical and
− No data duplication transactional components
− Full range of universal journal dimensionality • Fact-based transaction handling and decision support (e.g.
available for analysis SAP S/4HANA SAP S/4HANA by using embedded KPI’s, or work lists prioritized by facts)
− Tasks such as intercompany matching and – “insight-to-action”
currency translation can be run before period- Group Reporting Embedded Analytics • Fast growing business content (data models and SAP Fiori-
end (supporting continuous close) based applications)
• Full consolidation • Strong integration with SAP Analytics Cloud and
$
• End-to-end transparency with full audit trail from SAP BW/4HANA
SAP S/4HANA Group Reporting through to the
underlying accounting journals

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Finance: additional LoB Finance Solutions on SAP Analytics Cloud SAP Analytics Cloud

Within the LoB Finance context, both reporting and dashboarding content as well as planning content
is delivered out of the box, allowing you to make use of available best practices and decrease the
implementation effort.
Some of the enhancements delivered in 2022 focusing on integrated enterprise-wide planning and
transparency for the business user include (non-exhaustive)

Planning Integration & Content Prediction & Collaborative Simulation

• Financial planning content integration with sales planning • Predictive Liquidity Planning
• Planning consolidation • Predictive accounting integration
• Restatements And Simulations (transparent changes on past closings)

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2023
Finance: Delta scope summary I FPS02

Subscription Billing and Revenue Management Advanced Accounting & Financial Close Treasury Management

• Subscription Order Management innovations include: • Joint Venture Accounting (JVA) innovations • Financial Risk Management innovations include:
• Enhanced capabilities in product listing and credit management include: • Daily exposure monitoring in the hedge
• Enhanced integration capabilities in subscription orders and • JVA on the universal journal: cutback management cockpit
contracts mapping extensibility • Balance sheet exposure on central
• Integration with SAP Global Trade Services for SAP HANA (CDS views) support calendar – working day shift
• Enhancement of the SAP Fiori apps for contract lifecycle • JVA on the universal journal: central- • FX hedge accounting flexibility: critical
management to support SAP Convergent Charging parameters finance replication BAdIs for JVA master terms match approach
data • Simulation of period-end closing with
• Convergent invoicing innovations include: • Joint venture accounting on universal different rate types
• Credits and Debits: support for gross and net amounts journal: cutback postings with invoice
• Back Dated changes when integrated with SAP Subscription Billing reference document number • Payments and Bank Communications
• SAP Fiori app enhancements for convergent invoicing innovations include:
• Intercompany (ICO) postings in convergent invoicing • Flexible incoming payment approvals

Accounting and Financial Close

• Revenue and Cost Accounting innovations include:


• Migration to optimized revenue accounting in a distributed
scenario
• Improved error handling and usability in SAP Fiori apps for
revenue accounting
• Enabling projects with network activities in event-based revenue
recognition

• Product Costing innovations include:


• Subcontracting as part of universal parallel accounting

Subscription Billing: Subscription Order Management

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2023
Finance: Delta scope summary II FPS02

SAP S/4HANA Central Finance

• Enhanced planning features with transfer of plan data across systems


• Increased efficiency in plan vs actual data reporting for several
source systems in a Central Finance (cFIN) system
• Planning & replication for cost center and activity type
• Status overview with application log and message status
• Purchase Order integration for central asset creation in cFIN
• Swift integration of the procurement process and asset
accounting
• Complete the asset acquisition process in cFIN
• Harmonized material cost estimate analysis
• Provide a harmonized material cost estimate on one CA* currency
• Holistic Accounting View of Logistics (AVL)
• Replication, deletion and enhanced reporting for the new types of
sales order categories service contract and scheduling agreement
Enhancing customer reporting requirements in Central Finance by
expanding the service contract category within AVL tables
• Centralized tax reporting for replicating parked docs and more
• Improved VAT reporting for dedicated countries
• Integrate RITA** posting for reporting in central system Central Finance: Transfer of Plan Data

Real Estate Management Enterprise Risk and Compliance

Contract and Lease Management innovations include: International Trade Management innovations include:
• Plan-versus-actuals report for usable objects • Integration with SAP S/4HANA Service
• Enabling contract management for intercompany leases • Integration with Service Order Management
• Usable and rentable object data extraction to enable cross- • Integration with SAP Watch List Screening
platform analytics with SAP Datasphere

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*Controlling Area; **SAP RITA ≡ Registration for Indirect Taxation Abroad
Research &
Development
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


R&D: Overview

Modular Cloud • SAP Enterprise Product Development (EPD) Engineering – Visualization – Collaboration –
LoB Solutions Innovation Management -- Partner applications.
• SAP Cloud for Projects Collaborative project and resource management.
additional license

additional installation • SAP Responsible Design and Production Respond to Extended Producer Responsibility (EPR)
obligations and other public commitments.
Visualization viewer

Portfolio and Project Increase efficiency and automation for gaining insights for products and Manufacturing & Planning Optimization
Management projects into cost, time, scope, resources, and quality performance.

Manage product information holistically and efficiently across the


SAP S/4HANA Product Lifecycle complete lifecycle, ensuring end-to-end visibility from requirements to
LoB Apps Management design to manufacturing to service, in process and discrete industries.
additional license

Ensure compliance of products and chemicals to secure the right to


Product Compliance market, sell, and ship products.
Compliance information for products
Provide safe and compliant transportation of hazardous materials.

Circular Economy Enable design, development and promotion of products that can be
reused, repaired and remanufactured.

Provide a 360-degree view of all relevant aspects in the early stages of a


Product Engineering product’s life, from first product idea through design to handover to
SAP S/4HANA manufacturing.
Enterprise
Management Gain insight into cost, time, scope, resources, and quality performance of
Project Control
products and projects. Project system

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R&D: Business area overview

Modular Cloud • SAP Enterprise Product Development (EPD) Engineering – Visualization – Collaboration – Innovation Management – Partner applications.
LoB Solutions
• SAP Cloud for Projects Collaborative project and resource management.
additional license

additional installation • SAP Responsible Design and Production Respond to Extended Producer Responsibility (EPR) obligations and other public commitments.

Commercial Project Management Portfolio Management Project Schedule Management


Portfolio and Project
Management Project Management Project Resource Management

SAP S/4HANA Product Lifecycle Recipe Development Authoring Tool Integration Product Development Handover to Manufacturing
LoB Apps Management
Model-Based Enterprise Design Systems Interoperability Product Change Management Advanced Variant Configuration
additional license

Product Compliance Product Marketability and Compliance Safety Data Sheet and Label Management Dangerous Goods Management

Circular Economy Responsible Design and Production

Product Engineering Product Development Foundation Variant Configuration


SAP S/4HANA
Enterprise
Management Project Control Project Logistics Control Project Financial Control

Public 268
R&D: Engineering

Product Development
Project Control Project Financials Control Project Logistics Control Product Engineering Variant Configuration
Foundation

Define work breakdown Define project structures Manage and integrate Define, develop, test and
structures as basis for comprising suitable work customer-driven innovations simulate the configuration
hierarchical project breakdown and network throughout the product of product models. Enable
accounting. Plan costs and structures as basis for project development process. your business processes to
budgets and track actual costs logistics planning and Define all the design handle highly individualized
tightly integrated with core execution. Use simplified code requirements and constraints products in engineering,
business processes. Monitor and optimized data model while maintaining rigorous sales, quality management,
project progress and financial in line with a simplified design standards. Increase the and manufacturing. Allow
performance enabling the authorization concept and initial reuse of components and integration of variant
avoidance cost overruns on set of CDS views for external providing information sooner. configuration and
time. consumption. classification data into
embedded analytics

Project Network Graph Manage Multi Level BoM

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2023
R&D: Project Systems Project Control
Project Financial and
Logistics Control Q4

Navigational project assistant capabilities for Joule copilot Intelligent Project


Assistant

• Increase user satisfaction by supporting


navigation in the Fiori Launchpad via natural
language processing in the intelligent copilot
Joule
• Easily find and open apps to display project
data
• Open projects, WBS elements, or networks
directly in the Project Builder or dedicated
object pages for display or editing purpose
using natural language processing

Joule content planned for Q4:


• Improve user efficiency by querying project
master data using the Joule copilot
• Change selected project master data using
natural language processing in Joule

Project Builder

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2023
R&D: Project Systems Project Control
Project Logistics
Control FPS02

Enablement of lean services procurement

• Lean service capability enables one to plan and purchase


external services as an alternative to using service activities in
the Project System.

• Planning, purchasing, and monitoring of lean services from


project networks is now made possible.

• Efficient project related purchasing is facilitated through


grouping and planning of both material and service
components - planned or unplanned - in a harmonized way.
Project Builder
• Simplified service selection with selection of services and
materials from model product specification for planned
services; ability to assign contracts or contract items to
unplanned services.

• Extensibility option provided to validate overall limit and


expected value for unplanned services.

• Simplify handling of unplanned services in the lean service


procurement process and the service entry sheet.

Project Builder

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2023
R&D: Project Systems Project Control
Project Logistics
Control FPS02

Integration of field logistics with project systems for network orders Field Logistics
Integration

• Enabling project systems to support the field


logistics processes - between a supplying base
and remote locations

• Integrate field logistics processes with project


systems starting from supply process derivation
in the network order and supporting the demand
initiation from projects

• Support the logistics between a supplying base


and remote locations, receiving products
needed for network orders at the base and
forwarding them to the remote location, as well
as return from the remote location to the base

Project Builder

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2023
R&D: Portfolio and Project Management Portfolio and Project
Management
Portfolio Management FPS02

Simplified authorization handling for portfolio management

• Simplified authorization management is now available in


Portfolio Management, making it easier for you to analyze
and maintain user authorizations for portfolio objects.

• Accelerated and more-comprehensive authorization


handling for portfolio objects through:
• Removal of “none” authorization.
• Removal of prioritization rules based on
inheritance or authorization holder objects.

Create item

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R&D: Portfolio and Project Management Portfolio and Project
Management
Portfolio Management 2023
Reading portfolio data using an API Clean Core and
Portfolio Integration

• APIs for reading portfolio data incl financial information


based on semantically aligned one domain model
resulting in increased stability of integrations.

• New Project Portfolio – Read API enables read of


information related to Project Portfolio, Bucket, Item and
Decision Point. It enables the read of master data,
financial planning, capacity planning and many other
entity specific data.

• Improve process flexibility by using create, update, and


delete APIs for portfolio financial information.

• Simplify the exchange of business objects and improve


data consistency by leveraging the suite quality “aligned
domain models, APIs, and events”.

Public 274
R&D: Product Compliance (1)

Product Marketability and Dangerous Goods Safety Data Sheet and


Product Compliance
Chemical Compliance Management Label Management

• Manage material and • Manage dangerous goods • Manage substance and


ingredient information and information centrally for all regulatory information
satisfy legal and customer products, regions and centrally, streamline
requirements. modes of transport. component and product
• Collect compliance data • Automate dangerous goods classification, and automate
from suppliers and classification and leverage safety data sheet and label
customers and publicize included dangerous goods creation. Classify packaged dangerous goods
compliance information. regulatory content. • Use regulatory content to
• Automatically track • Ensure that all shipments reduce effort and ensure
volumes of regulated are DG compliant through ongoing compliance.
substances, assess and integrated dangerous goods • Automate label printing and
verify products and checks, providing adequate safety data sheet shipping
materials for different packaging, accurate integrated in logistics
compliance requirements transportation modes and processes.
including required routing.
registrations and tracked- • Automate the creation and
versus-allowed quantities. provisioning of dangerous
goods documents.

Compliance information for products

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R&D: Product Compliance (2) Product Compliance

• Easy conversion from the classic world: classic EHS Product Safety, based on the
specification database, is available in SAP S/4HANA (perpetual scope).
• Available since release 1809: the new, re-architected Product Compliance
solution, introduces a new and simplified data model.
• Completely Fiori-based: dashboards and intuitive apps.

• Comprehensive integration in order-to-cash and procure-to-pay processes.

• Regulation aspects (marketability, dangerous goods (DG), etc.) implemented via


new data model, with multiple versions at the same time.
• Simple customer extensibility of regulation aspects.

• Dangerous Goods Management: massively extended, pre-delivered regulatory DG


Classify Packaged Dangerous Good
content, incl. graphics and phrases; automated DG data maintenance.
• Safety Data Sheet (SDS) Management: automated triggering of SDS shipment: in
delivery processing and subsequent shipment for US and EU.
• Compliance checks:
• Now in all relevant sales documents (quotations, sales orders, sales contracts and
outbound deliveries).
• Now covering all check types: product marketability, dangerous goods, and safety
data sheet.

Compliance information for products

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R&D: Product Compliance Product Compliance

New data model


The new Product Compliance solution has a new data model for efficiently managing compliance requirements, business-related groupings,
and their assignment to packaged and unpackaged products.

Regulatory Content is included in SAP S/4HANA Product Compliance – no additional license required.

Example: „Sale of
halogenated
regulation hydrocarbons
in LatAm“

Compliance
Purpose A
part of
regulation Compliance
Compliance
Compliance Product
Requirement
Requirement
Requirement
Industry-/company Compliance
specific lists Purpose B
Example:
„Chloromethane
500g“

other stakeholder Example: „Production of


hydrocarbons in the EU“
requirements

Public 277
R&D: Product Compliance Product Compliance 2023
Synchronization of company owned phrases Synchronization of
Company Owned
Phrases

• Ability to manage company-owned phrases


that are basically the same.

• New feature to keep company-owned


phrases in sync to simplify phrase
management.

• Enable use of company-owned phrases for


output on documents like safety data sheets,
labels, and reports.

• Automatic replication of changes to phrases,


no matter which phrase has been edited
within the list of sync phrases.

• Avoid multiplied data maintenance for


customers to maintain phrases. Manage Phrase-Enabled Fields

Public 278
R&D: Product Compliance Product Compliance 2023
Listed substance provisioning through regulatory content service

• Ensure that customers stay up-to-date with


the latest listed substances and listed
substance group assignments.

• Delivery of listed substances and listed


substance groups using a regulatory content
service from SAP.

• Consumption of listed substances and listed


substance groups into SAP S/4HANA for
product compliance through a service
interface.

• Automated updates of listed substances


and listed substance groups in case of
regulatory changes and enhancements.
Manage Listed Substances

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R&D: Product Compliance Product Compliance 2023
Enablement of Substance Volume Tracking for a Compliance Requirement Substance
Volume Tracking

• Efficiently manage the substance volume


tracking process with the new Fiori app.

• Possibility to start the substance volume


tracking process for a compliance requirement
that is relevant for tracking.

• Gain flexibility by having to the ability to switch


substance volume tracking on or off for a
compliance requirement and business
process.

• Leverage the ability to perform a full reset for


all compliance requirements, including
retracking decisions.

Enable Substance Volume Tracking for Compliance Requirement

Public 280
R&D: Product Compliance Product Compliance 2023
Multiple address handling & international address version support

• Handling of multiple addresses in safety data


sheet (SDS) processes using the business
partner data model from SAP, which can
provide multiple addresses with time-
dependent validities and address-dependent
data for each business partner master record.

• Support for international address versions


(IAVs) on SDSs.

• Ability to print translations for multiple product


names in chapter one of the SDS.

• Increase efficiency and comply with regulations


that require printing of the product name in two
languages, such as English and Chinese for a
Chinese SDS.

Manage Listed Substances

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R&D: Product Compliance Product Compliance

Dangerous goods movement

• Make dangerous goods data available to carriers


in electronic form (business-to-business
interface) reducing inconsistencies and avoiding
manual work

• Provision of dangerous goods data with SOAP


service for road, rail, ocean, and air-cargo freight
bookings to carriers

• Provide dangerous goods data within SOAP


service for subcontracting road and rail freight
orders to carriers for all relevant products.

• New sub-structure is added to dangerous goods


segment which contains the applicable
dangerous goods regulations that are
determined in dangerous goods checks carried Edit Ocean Freight Booking

out in transportation documents.

Public 282
R&D: Product Compliance in inter-company stock transfer Product Compliance

Product compliance integration in advanced intercompany stock


transfer
• Use product compliance data in checks carried out in
documents within the advanced intercompany stock transfer
process:

• Compliance relevant products which the system carries out


compliance checks in:
• Intercompany purchase orders of the receiving company
• Outbound deliveries of the delivering company
• Freight orders and freight units (dangerous goods check,
only)

• Create or edit one of these documents; then the system:


• Verifies whether a safety data sheet is required and whether
the relevant safety data sheet is available in the specified
languages
• Checks for products classified as dangerous goods whether
transportation of the product is allowed, forbidden, or
restricted

• The safety data sheet is not sent from the outbound delivery of
the delivering company, because company-internal safety data
sheets are available to all consumers

Public 283
R&D: Product Lifecycle Management

Product Lifecycle Management Integrated Recipe Development Integrated Product Development Handover to Manufacturing Advanced Variant Configuration

PLM for process manufacturing: PLM for discrete manufacturing: Efficiently hand over from Product Improve sales and product
develop recipes and formulas rapidly, accelerate design by integrating Engineering to Production Engineering engineering performance for
reusing existing ingredients. Design product lifecycle management in a by working in one integrated real-time advanced variant configuration by
packaging and labeling. Collaborate single, real-time environment. solution. Minimize product cost by implementing a new state-of-the-art
with suppliers and work seamlessly Validate and control complex thoroughly understanding product- configurator. Utilize a
with partners to accelerate product products structures; including the and resource related master data. comprehensive simulation
development and comply with definition and management of Improve agility by deploying flexible environment for variant configuration
regulations, while managing product hardware and software compatibility. manufacturing practices based on models. Benefit from the user-friendly
development costs. Create individualized products by plant resources and capabilities. End- classification capabilities. Integrated
defining and reusing variant product to-end visualization helps to eliminate advanced variant configurator
structures across the supply chain. errors and improve quality. supporting multi-level variant
configuration models. Efficiently
Change record:
• Support of discrete and process industry objects. manage constraints without coding,
• Digital signature for change records. supported by a new tracing and
• Flexible CR hierarchies. inconsistency handling functionality.
• Visualization of status & changes.

Use of reference designators to better identify a material /


component:
• in visualization.
• handing over the information from EBOM to MBOM.
• display in shop floor routings and work instructions.

Change Record Handover to Manufacturing

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2023
R&D: Bill of Material FPS02

Dynamic viewing (3D) of the bill of materials

▪ Fiori app enabled for 3D viewing of Bill of


Material.

▪ Support for dynamic viewing based on


component visuals and the geometric
information in the bill of materials (BOM).

▪ Capabilities to view single documents or


generation of a dynamic mock-up based on
the BOM explosion results.

▪ Simplify the validation process to decide on


the accuracy of the BOM using 3D
visualization of the structure.

▪ Get additional insights by visualizing the


assembly and parts information.

Public 285
2023
R&D: Change Record Product Lifecycle
Management
Product Change
Management FPS02

• Comprehensive change management to increase agility and


responsiveness through enhancements in Change Record.

• Provide transparency in change process through impact analysis


to review and understand the implications of change on objects.

• Enable effective management of product changes by enhancing


change record to support different Bill of Materials (BoM) types
incl material BoM, equipment BoM, Functional location BoM,
Order BoM, Work Breakdown Structures (WBS) BoM.

• Enabling streamlined authorization management by allowing


maintenance of an authorization group on the Change
Record header level of SAP S/4HANA.

• Drive efficiency in change process by supporting multiple task list


types incl. general maintenance task list, rate routing, reference
operation sets, rough cut planning profiles, equipment and
functional task lists in change records.
Manage Change Records
• Increased transparency over different phases of the product
change by enabling the users to add the same component, with
different relevancy, into a change record.

Manage Change Records

Public 286
2023
R&D: Integration to external PLM systems FPS02

Product Lifecycle Management Design Systems Interoperability

• Bi-directional document exchange between an


external PLM system.
• Integration to enable the transfer of documents
from SAP solutions to an external PLM system:
• Exchange of document details , physical
files & vendors linked to the document

• Exchange required documents between the


engineering system and SAP to enable all
stakeholders to collaborate across domains.
• Necessary information for manufacturing
engineering and transfer of inspection
characteristics from an external PLM system.
• Multi-system cardinality support: Ability to
connect multiple external PLM systems to single
SAP S/4HANA system.

Public 287
R&D: Integrated recipe development

Integrated Recipe
Product Lifecycle Management Development Develop Recipes - Fully Integrated Validate Compliance, Prepare Product Declarations
and Labeling
Centrally Manage Ingredient and Product Details • Formulate using multilevel hierarchies and various
calculation modes. Calculate product properties like • Integrate compliance in product development to
• Specification Management: single source for ingredient and ingredients, compositions, allergens, nutrients, diets, total ensure marketability early on. Perform real-time
product information to flexibly describe raw materials, semi, solids, evaporation, nutrient losses, and costs. Describe compliance checks against regulatory and self-defined
and finished products. the processing of the product using stages, parameters rules. Store and review former check runs, maintain
• Composition, properties, nutrient, allergen, and diet information and equipment requirements and leverage in place and enhance your rules centrally.
including declarative, compliance, and packaging information. analytics to get quick access to information.
• Develop legal and other product declaration info using
• Use integrated Change Management and structured workflows • Develop recipes side by side to accelerate the trial labeling functionalities, define ingredients lists,
to manage release and review processes, integrated across the process, create multiple versions and variants in one nutritional facts, allergen information, statements and
different objects. step to setup trials, compare ingredients, and calculation claims.
results of multiple recipes. Manage the release process
• Contribution-based formulation - Optimized formulator: with structured handover to manufacturing.
- check against limits and targets for compliance during
formulation. • Recipe Finder: identify change impacts across product A brief product history of SAP Recipe Management /Recipe Development (Blog)
- configurable contribution view layout. hierarchies – find out easily where change is needed.
- more efficient calculations. • Contribution-based formulation to visualize
• Specification data integration: formulation KPIs in real-time when changing a recipe.
OData service to read and write specification data (description
and compositions) supporting solution extensions such as
supplier collaboration.

“Target-driven recipe development — the functionality that our


product developers were dreaming of to design compliant
recipes — is a revolution in terms of usability. This work was an
outcome of successful design thinking on the formulation area.”
Senior product manager, CPG multinational

Public 288
R&D: Variant Configuration core and advanced scope

Product Lifecycle
Product Engineering Variant Configuration Adv. Variant Configuration
Management

Variant Configuration – easy conversion Advanced Variant Configuration – rearchitected, constant innovations
from the classic world: LO-VC
• New VC Engine making full use of HANA
• Classic Variant Configuration LO-VC available as part of capabilities (code pushdown)
SAP S/4HANA Enterprise Management • Improved performance and usability
• Immediate re-use of existing models after system • Single- and multi-level VC models
conversion • Flexible constraint modelling
• LO-VC improvements: new Fiori UIs, Embedded Analytics (operators, positive/negative)
for Classification & Configuration
• Migration tool for LO-VC models, single- and multi-level, • Enhanced Analytics based on CDS views
into the new Advanced Variant Configuration for holistic analytics scenarios => visualization
• Integration of LO-VC into Order Engineering Workbench - flexibility, e.g., via SAP Analytics Cloud
> intuitive user interface
• Enhanced UI: Role-based overview page
for Product Modeler
VC modelling environment

• Trace view: how are object dependencies


processed in configuration engine

• Visibility of AVC data in purchasing and production execution

• Support for multilevel sales kit- / SET scenarios


for configured products

Visualization with SAP Analytics Cloud • VC data in sales order SOAP services

Public 289
R&D: Enterprise Portfolio and Project Management

Portfolio and Project Commercial Project Project Connection


Portfolio Management Project Management Management
Management

Align portfolios with strategy while Plan, carry out, and monitor Embedded Commercial Project Streamline and automate a
analyzing risk and performance in projects in real-time to minimize Management (CPM) covers multiple bidirectional exchange of project
real-time. Invest in the right projects deviations in schedule, cost, scope processes in an end-to-end scenario information with external scheduling
and identify those which can generate and quality. Manage the resources, spanning the selling, planning, tools. Orchestrate the exchange
the most business value by instantly schedule, and financial performing, monitoring, and through business rules defining the
scoring and ranking proposals. Gain performance for each project controlling of projects. Companies sequence of creating and modifying
rapid insights into the performance phase, from project initiation that sell projects (e.g., in professional project elements – dynamically, based
of your entire project portfolio through closure. Minimize delays services or the engineering & on project types and other criteria.
through real-time analytics and and prevent business interruptions construction industries) can so Exchange plant maintenance orders
monitoring. by monitoring the progress of professionalize their core business with third-party scheduling tools for full
projects in real-time. processes and expand beyond back- processing maintenance, from planning
Portfolio Management: office capabilities. and scheduling to execution and
Manage risk scenarios for portfolio Project Management: progress tracking.
items and projects Automatically generate projects
from a portfolio item, incl. PS and
CPM projects

UI5-based Gantt-chart for single and multiple project monitoring

Public 290
R&D: Portfolio & Project Management process

Portfolio and Project


Portfolio Management Project Management
Management

From Ideas to Project Success with Ext. Enterprise Portfolio & Project Management

Portfolio Project Resource


Idea Management Project Planning Project Execution Monitoring
Management Management

Collect & evaluate ideas Draft project timeline Use templates Plan resource demand Phase approvals Progress tracking
Collaborate, discuss & Financial & capacity Structure project Role demand in project Project accounting Budget control
vote planning
Schedule tasks & activities Identify available Time recording Availability checks
Identify experts Risk assessment resources via candidates,
Planning of project efforts Multi project management Plan vs. actual
resource pools & teams
Rank ideas Technical feasibility & costs
Project versions / snap Embedded analytics
Resource assignment
Execute on ideas Evaluate commercial Manage milestones shots dashboards
success, draft KPIs Workflow & notification
Track performance from Manage authorization Document management
idea to product Project total score & (ACL) Resource overview
Engineering change
ranking
Document idea & Archiving Resource allocation management
innovation process Project what-if / simulation
Import/export… Availability control
Decision support
Strategic direction

Public 291
R&D: Commercial Project Management Portfolio and Project
Management
Commercial Project
Management

Create change requests and report issues


• Report project issues and create a change request for a project via
SAP Fiori app.
Change-request approvals and print form configurations
Improved functionality for monitoring and forecasting
• In addition to the existing change-request approval process, users are able of commercial projects
to leverage simpler approvals for change requests using the overall status
• Better documentation of manual adjustments to system-generated forecasts by
of the change request.
project manager
• Users are able to configure multiple print forms for the same change • Cut-off dates for running actuals reports
request and to select and print one of them in the change-request
application. • “Period KPIs” to show situation until / as-of certain date, versus real-time
• Additional reports and queries providing S-curve information or KPI trends,
Cut-off date, Period KPIs, and Forecast Accuracy
embedded in the existing forecast workbook application
• Cut-off dates – forecasting in the application based on real-time data;
• Versioning of risk scenarios
enhancement that allows users to conveniently specify a cut-off date for
considering actual postings (such as cost, revenue, or quantity); project
Flexible printing of PDF forms from issue or change requests
manager ability to view and forecast information on accurate data, for
example, if relevant postings were made until last Friday, project manager
ability to run a forecast based on that cut-off date
• Period KPIs – enhanced management of commercial projects; ability to
work with real-time information; ability to augment information with notes
from the project manager (such as details of a particular situation last
Friday); period KPIs that bring this information into the same view of current
data, allowing project managers to accurately assess progress.

Simplified approval workflow for change requests


• Based on BRF+; trigger = status of CR or activity within the CR Risk management

Public 292
R&D: Delta scope summary 2023 2023

Portfolio and
Product Lifecycle Management Product Compliance
Project Management

Design Systems Interoperability Product Marketability and Dangerous Goods Portfolio Management
Compliance
• Bidirectional document exchange between • Regulatory content update 2023: New and • Enhanced transfer of financial
SAP S.4HANA and external PLM systems • Enable use of company-owned updated content for the Dangerous Goods planning values to portfolio item
phrases for output on documents like movement incl ADN 2023 , ADR 2023, CFR 49 as of
• Transfer of inspection characteristics from
safety data sheets, labels, and reports July 26th 2022, IATA-DGR 2023, IMDG Code 2022,
an external PLM system Portfolio Management
by keeping company owned phrases in JT/T 617.3-2018, NZS HB 2021, RID 2023
Product Change Management synchronized • Simplified authorization handling
• Handling of dangerous goods in tanks and bulk
for portfolio management (FPS2)
• Increased transparency over different • Flexibility to enable substance volume containers
phases of the product change by enabling tracking for a compliance requirement • APIs for reading portfolio data
• View the labeling and marking information for all
the users to add the same component, with incl financial information based
items that are included in a business document
different relevancy, into a change record on semantically aligned one
Safety Data Sheet
domain model resulting in
Product Development
• Multiple address handling, international address version support, and increased stability of integrations
• Simplifying the validation processes and multi-name print support for safety data sheets (FPS2)
driving the accuracy of Bills of Material
BOM using 3D Visualization of the structure
Project Control

• Reading project cash management data from universal journal


Product Engineering
• Use responsibility management teams to assign employees to network activities

Product Development Foundation • Support for purchasing services in through lean services enablement (FPS1)
• Project assistant capabilities for Joule: Enabling Project System users tasks by enabling navigational and transactional capabilities (FPS2)
• New item category of ‘non-plant item’ to
enable the addition of service, subscription, Project Logistics Control
and project items without regard to plant • Simplify handling of unplanned services in the lean service procurement process and the service entry sheet (FPS2)
assignment in configurable BoMs
• Integration of field logistics with project systems for network orders (FPS2)

Public 293
Asset
Management
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Asset Management: Overview

Modular Cloud
• SAP Asset Performance Management
LoB Solutions • SAP Service and Asset Manager
additional license • SAP Asset Intelligence Network
additional installation

Combine spatial and asset data to describe, locate, and manage Asset Perf. Mgmt.: Explore Technical Objects
Maintenance
Management (ext.)
maintenance activities for linear assets (e.g., pipeline, road, railway, etc.)
and extend core scheduling functionality with detailed scheduling
SAP S/4HANA capabilities and resource planning.
LoB Apps
additional
license * SAP categorizes EHS to which work permit
Environment, Health, Work Permit and Isolations capabilities belong under Manufacturing. We list the
and Safety Management work permit and work clearance management
(WCM) here in Asset Management considering main
customer use cases .
Maintenance Scheduling Board

SAP S/4HANA
Leverage a holistic approach including planning, execution, improvement,
Enterprise Maintenance and collaboration. Combine material management and plant
Management Management
maintenance functionalities to plan and achieve a holistic strategy for
maintenance management. Track costs and conduct thorough damage
analysis.

Manage Maintenance Backlog


Public 295
Asset Management: Business areas and capabilities

Modular Cloud • SAP Asset Performance Management


LoB Solutions • SAP Service and Asset Manager
• SAP Asset Intelligence Network
additional license

additional installation

Maintenance Asset Management Resource


Asset Spatial Enablement
Management (ext.) Planning
SAP S/4HANA
LoB Apps
additional
license * SAP categorizes EHS to which work permit capabilities belong under
Environment, Health, Work Permit and Isolations
Manufacturing. We list the work permit and work clearance management
and Safety Management
(WCM) here in Asset Management considering main customer use cases .

Asset Fault and Incident Response


Asset Data and Information Management Asset Costing and Valuation
Management
SAP S/4HANA
Enterprise Maintenance
Tactical Asset Management Planning Asset Configuration Management Asset Performance Analysis
Management
Management
Maintenance Execution Asset Refurbishment

Public 296
Asset Management: Maintenance Management
Maintenance Asset Fault and Incident Response
Tactical Asset Management Planning Maintenance Execution Asset Refurbishment
Management Management

Systematically respond to asset Develop and implement plans and Perform planned or emergency Repair or remanufacture
failures and incidents by detecting and activities for effective asset inspection, maintenance. defective technical objects, such
identifying issues, conducting fault maintenance, repair, replacement, and as machinery and equipment to
Manage asset information for
analysis, and applying standard disposal. This includes specified restore them to operational
maintenance orders,
responses. timescales and costs for completion, as status after wear or malfunction.
maintenance, measurements,
well as the necessary resources, such inspections, metering, and Extend the lifespan of assets,
Create, screen, and process
as people, tools, materials, services, inventory in order to improve delaying the need for expensive
maintenance requests for different
documents, permits, and safety, environmental impact, replacements.
types of work including corrective,
authorizations. and operational results.
preventive and condition-based Track refurbishment costs to
maintenance with any device such as help in financial reporting and
mobile devices or desktops, or decision-making.
automatically by the system.

Asset Data and Information Management Asset Configuration Management Asset Costing and Valuation Asset Performance Analysis

Create, update, delete, and archive Identify, record, and manage the Monitor asset maintenance costs, Collect and analyze
asset master and transactional (such as functional and physical attributes of from planning to closing, operational data, maintenance
time series and events) data. assets and related documentation including labor and materials records, and other key metrics
including the links between the consumed, with recognizing and to identify opportunities for
Manage relevant business rules, adopting appropriate valuation improving reliability, availability,
components of a system. It enables
unstructured data (documents, practices. efficiency, and effectiveness
systematic control of changes to the
drawings of design models, and pictures),
identified asset attributes for Leverage analytical insights to
and location information across asset
maintaining integrity and traceability optimize asset utilization,
types including historical data according
throughout the asset lifecycle. minimize downtime, and reduce
to data quality requirements.
maintenance costs.

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Asset Management: Resource planning Maintenance
Management (ext.)
Asset Management
Resource Planning

SAP S/4HANA Asset Management for resource scheduling


Optimize maintenance schedule with availability windows for maintenance,
work center capacity, and maintenance plans.

Use SAP S/4HANA Asset Management for resource scheduling for


embedded resource scheduling.

• Gain insight into your maintenance workload and available capacities for
current and upcoming maintenance activities
• Identify critical planning situations early and take action to improve
planning-relevant KPIs
• Plan maintenance orders efficiently based on work center utilization to
make sure that all maintenance jobs can be completed
Manage Work Center Utilization
• Adjust work center capacity quickly
• Assign statuses to schedules and optimize work center capacity.
• Visualize the maintenance orders in your work centers to gain transparency
about what needs to be done when
• Set up, share, and monitor schedules
• Provide feedback for a schedule and plan your own work accordingly

Optionally, Multi-resource Management can still be used.

Maintenance Scheduling Board

Public 298
Asset Management: Spatial Asset Enablement Maintenance
Management (ext.)
Asset Spatial Enablement

SAP Spatial Asset Management for SAP S/4HANA


Seamlessly integrate with geographical information systems (GIS)
and business spatial data providing end-to-end spatial workflows
• Run SAP business transactions from a map on any device
• Create and manage geometry for business objects (equipment,
functional location, notification, and work order)
• Support for multiple business layers, reference layers, and
geometry types (points, lines, and polygons)
• Bi-directional and real-time visualization of SAP spatial data and
external geographical information systems (GIS)
Geometry Explorer – Business Layers
• Linear data modeling – enhancement of technical object
functions and classification system to support the definition of a
linear asset – e.g., power lines, pipelines, roads, and rail tracks)
• Linear asset work management – enhancement of work order
processing to support linear work definition including
notifications, measurement points and counters, measurement
documents, work orders, confirmations, and maintenance plans
to support linear information

Geometry Explorer – Web Map Service Oil and Gas

Public 299
SAP Service and Asset Manager SAP Service and
Asset Manager

SAP Service and Asset Manager enables your field workers to


see, record, and update data for maintenance and field service
execution whether they are connected or working remotely in the
field.
• Streamline your execution process giving your technicians
real-time access to asset data, work orders, and
documentation they need to complete tasks faster and with
greater accuracy.
• Ensure compliance with regulations, standards and a digital
workflow that guides technicians through the required
procedures.
• Improve accuracy of the data captured and reduce
paperwork and administrative tasks increasing the time
available to perform the job.
• Perform diagnostics remotely to address maintenance
needs before the escalate into costly downtime.
• Facilitate a seamless communication and collaboration
between technicians, supervisors and back-office teams.

Public 300
Asset Management: Phase-based maintenance process Maintenance
Management

The phase-based maintenance process helps eliminate


the needs for complex user status customizing and
implement a standard process across different sites with
unified data – key for data-driven decision-making.

Maintenance Notification

1 2 3 4 5 6 7 8 9
Preparatio Schedulin Post-
Initiation Screening Planning Approval Execution Completion
n g Execution

Submitted for
Approved Rejected The maintenance process is divided into phases, each of which is
Approval
further broken down into subphases. These phases and
subphases track progress in the overall process. You can filter,
sort, and group the maintenance orders by phase or subphase
across various order list views

Public 301
Asset Management: Phase-based maintenance process Maintenance
Management

Comparison of classic and new phase-based maintenance processes


Create Create work Technically
notification order Release order Confirm order complete order

Plan Order Monitor Order


Check and Add
Notification + + Complete Order
Data to Order
Check Order Execute Order
Classic
Preparation
Phase-
Initiation Planning +
Based + + (opt.) Scheduling
(optional)
Completion
Post-Execution
Screening (optional) Approval +
Execution

Create and submit Accept request Release order Confirm order Technically
maintenance + complete order
request Create
maintenance order Legend
Action or event at a point in the process
Series of actions or phase in the process

Public 302
Asset Management: Maintenance request and screening Maintenance
Management
Asset Fault and Incident
Response Management

1 2
Initiation Risk Assessment Screening Screening
You can include a risk-based Maintenance supervisors / planners can review
assessment of the priority of work maintenance requests and edit details. You can return a
request by evaluating expected maintenance request to the initiator for additional
consequences of failure and their information. You can proceed to the next phase by
likelihood. accepting the request.

Create Maintenance Request

My Maintenance Request Screen Maintenance Requests

Public 303
Asset Management: Minor work Maintenance
Management
Asset Fault and Incident
Response Management
Maintenance Execution

1 7
Initiation Execution

Simplified process to raise minor work


maintenance request and record the
work done.
Record malfunction detail as a
standardized data point that can feed
into the asset health monitoring and
machine learning process for damage
code recommendation.

Public 304
Asset Management: Emergency work Maintenance
Management
Asset Fault and Incident
Response Management
Maintenance Execution

1 7
Initiation Execution

For emergency work, you can get


the system immediately to create a
maintenance order on saving the
emergency work request to get
technicians to commence working
immediately.
You can add operations, etc. and
dispatch them manually.

Public 305
Asset Management: Maintenance plan Maintenance
Management
Tactical Asset Management
Planning

3
Planning

New easy-to-use Fiori apps to manage


maintenance plans and maintenance plan items.
Graphical representations with color codes to
highlight what needs attention.
List of maintenance plans in Manage
Maintenance Plans App

Fiori Launchpad with the new Fiori apps Maintenance Cycles and Calls within a Maintenance Plan

Public 306
Asset Management: Task lists Maintenance
Management
Tactical Asset Management
Planning

Non-stock materials & lean services

3
Planning

Now you can add non-stock materials and


services to task lists.
It can be added from product master
(material master, non-stock or service) or can
be added as a description.
Enhanced limit service can also be added.

Change Task List

Public 307
Asset Management: Lean service procurement Maintenance
Management
Tactical Asset Management
Planning

3
Planning

• Lean service can be enabled for


select work order types
• Users can also use enhanced limit
value-based services for each
operation or sub operation of the
work order
• Identification for service type is
enabled using item category

Public 308
Asset Management: Approval Maintenance
Management
Asset Fault and Incident
Response Management
Tactical Asset Management
Planning

Manage workflows, teams, and responsibilities

3 4 5
Planning Approval Preparation

You can initiate an approval process and


manage the approval workflow for
maintenance orders. As a configuration
expert, you can configure workflows to
optimize the approval process for
maintenance orders.

Maintenance Notification and Orders

Public 309
Asset Management: planning buckets and backlogs Maintenance
Management
Tactical Asset Management
Planning

3 4 5
Planning Approval Preparation

By defining maintenance
planning buckets, you can
divide the maintenance effort
into manageable groups based
on their scope. The scope of a Orders in Management Maintenance Backlog

planning bucket includes time,


but also other important
attributes of the maintenance
jobs such as the planner group.
Based on this scope, the
system groups maintenance
orders and assigns them to the
corresponding planning Services in Management Maintenance Backlog Stock Components in Management Maintenance Backlog

buckets.

Public 310
Asset Management Maintenance
Management
Tactical Asset Management
Planning

Backlog overview & procurement milestones


3 4 5
Planning Approval Preparation

You can use Maintenance Backlog to


monitor the procurement of non-stock
materials and services by means of
procurement milestones. Non-Stock Components in Manage Maintenance Backlog

The completion of some milestones


depends on changes in the purchase order
and posting of the goods receipt for non-
stock components.

Maintenance Backlog Card and External Procurement Card

Public 311
Asset Management: Work packs and output Maintenance
Management
Tactical Asset Management
Planning

5 7
Preparation Scheduling Execution

Create a work pack (a group of operations)


from a list of operations of work orders for
mass output

Flexibly organize your jobs (work order


operations) into job packs and work
packs

Maintenance Orders and Operations

Public 312
Asset Management: Product catalogs search Maintenance
Management
Tactical Asset Management
Planning

5 7
Preparation Scheduling Execution

Work closely with the procurement


department to let maintenance teams have
easy access to the approved item and
supplier lists.

Search product catalogs with the open


catalog interface (OCI) in the maintenance
orders. This can be a catalog provided by
suppliers and internal catalogs.

Multiple catalogs can be connected for the Selected items from the
user to choose from. catalog to put into the
maintenance order

Public 313
Asset Management: Enhanced availability check Maintenance
Management
Tactical Asset Management
Planning

5 7
Preparation Scheduling Execution

Perform an enhanced material availability


check for maintenance orders and reassign
committed stock material to the orders with
the highest priority and urgency.

you can manually determine that committed


quantities of individual components should
Manage Maintenance Backlog
not be cleared and reassigned during a
material availability check by selecting the
Keep Commitment checkbox. In this case,
available quantities will only be assigned to
the respective maintenance order but cannot
be removed by the availability check.

Public 314
Asset Management: Extended Warehouse Management Maintenance
Management
Tactical Asset Management
Planning

5 7
Preparation Scheduling Execution

Asset Management Inventory Extended


Logistics
Management Warehouse Mgmt.
For large-scale warehouse, a new master
data object has been introduced: recipient
location. It identifies the location where the
intended recipient can receive the Release
Maintenance
Reservation
is created Outbound
Outbound
Delivery
component. Order with
stock
with
Committed
Delivery
Order
component Quantity

The integration between maintenance order


and extended warehouse management
establishes seamless flow between asset Pick List
Warehouse Tasks
• Pick
maintenance, inventory management, and (MB26) • Pack
• Load
warehouse, thereby enabling easy tracking of • Post Goods Issue

requested stock components across the


end-to-end process.

Public 315
Asset Management: Resource scheduling (1/2) Maintenance
Management (ext.)
Asset Management
Resource Planning

6
Scheduling Resource Scheduling has had
various useability and functional
improvements.

Manage Work Center Utilization

Maintenance Scheduling Board

Public 316
Asset Management: Resource scheduling (2/2) Maintenance
Management (ext.)
Asset Management
Resource Planning

6
Scheduling

Intuitive user interface with


• Drag-ang-drop to change schedules of
maintenance orders
• Drawing a “lasso” with mouse to select
multiple elements Maintenance Scheduling Board

• Drop-down selection to visually show work


center utilization
Team assignment to work centers with using the
Teams and Responsibilities framework
… and more new features

Assign Maintenance Order Operation

Public 317
Asset Management: Job confirmation Maintenance
Management
Maintenance Execution

Intuitive time recording for a job Quick confirm for multiple jobs
7 from the list
Execution

Data entered by maintenance


technicians are important input to the
whole process asset management.
Various features have been added to
make their job easy from within the
same Fiori app – on the mobile
device or desktop.

Record measurements Upload attachments

Public 318
Asset Management: Inspection checklist Maintenance
Management
Tactical Asset Management
Planning
Maintenance Execution

• Enable inspection checklist process from


creation of inspection plans, results
recording, and follow-up actions – e.g., new
checklist tab on maintenance orders

• Create inspection checklist templates for


combinations of technical objects and
recurring maintenance tasks; e.g., monthly
electrical check-ups
List of results – Inspection Characteristic

• Create work order manually or from maintenance plan Display Maintenance Order
Work Order • Generate object list manually or from a maintenance plan or after
Object List creation of a work order

Inspection • Generate inspection checklists after object list generation manually


Checklist or automatically at order release

Results • Record results for checklist items, that is, inspection lot
Recording characteristics

Completion • Set usage decision for inspection lots


Follow-Up • Complete maintenance order (status TECO - technically completed)
Actions • Execute follow-up actions after usage decision

Inspection Checklist Process Asset Manager** on iPad – Record


Results

Public 319
Asset Management: Asset Spatial Enablement Maintenance
Management (ext.)
Asset Spatial
Enablement

Embedding Spatial Editor in


Change Equipment (IE02) and
Change Functional Location
(IL02) transactions.

Open the equipment or


functional location in change
mode and the “Spatial Editor
tab will be enabled. The user
can now geo-enable the
object.

Public 320
Asset Management: Work Clearance Management Environment,
Health, and Safety
Work Permit and
Isolations Management

Work permits

Manage Work Permits (List View) Manage Work Permits (Single Work Permit)

Controlling maintenance work through clear safety Ability to establish an integrated process between
instructions and permits. asset management and EH&S in order to
communicate pertinent safety risks and control the
maintenance work being performed.

Public 321
2023
Asset Management Maintenance
Management
Tactical Asset Management
Planning FPS2
FPS02

AI-assisted maintenance order recommendation CLOUD


ONLY

AI-assisted maintenance
Let AI recommend maintenance order recommendation
orders that solved similar incidents
from maintenance history. You select
one to copy to create a new
maintenance order.

Benefits
• Minimize disruptions of inadequate planning and
execution by analyzing and learning from past
data that align with best practices with a higher
likelihood of success
• Improve efficiency by leveraging historical data Maintenance Notifications and Orders

from maintenance orders and maintenance


notifications to provide planners with templates
for resolving new maintenance requests
• Reduce the time to plan a maintenance order by
providing a maintenance order recommendation
feature with self-learning capabilities

Public 322
2023
Asset Management: Task list in maintenance request Maintenance
Management
Asset Fault and Incident
Response Management FPS2
FPS02

Recommendations from SAP Asset Performance Management

You can now assign a task list to your


maintenance request, copying the
operations, materials, relationships, PRTs and
documents from the task list to the
maintenance order once this order is created
based on the maintenance request.
This is especially useful for emergency work.

You can now get task lists recommendations by


your reliability engineers for the failure mode for
the asset while creating a maintenance request –
integration with SAP Asset Performance
Management (SAP APM).
Create Maintenance Request

Public 323
2023
Asset Management Maintenance
Management
Tactical Asset Management
Planning
Maintenance Execution
FPS2
FPS02

New Manage Inspection Checklists app New Manage Inspection


Checklists app

Manage Inspection Checklists


app is newly available with SAP
S/4HANA 2023 FPS2 for use by
maintenance planners.
This app shows an overview of
inspection checklists in the
Inspection Lots view, or the
corresponding inspection
characteristics in the
Characteristics view.
The planner can filter the result
list and also perform actions,
like setting the usage decision.
Manage Inspection Checklists

- Blog on Expert Talk


Semantic object based cross-app navigation is enabled
- YouTube video: Expert Talk on Inspect Checklist

Public 324
2023
Asset Management: Purchasing contracts in task lists Maintenance
Management
Tactical Asset Management
Planning FPS2
FPS02

You can now enter


purchasing contracts
(outline agreement) in
your task lists.
Contracts can be entered
for non-stock components
as well as for enhanced
limits.
You can now also create a
non-stock component or
enhanced limit by using
the new Select from
Contract button and
selecting a contract to
create a component from.
New button Select from Contract For enhanced limits you can also
available to create a new enter the limits with the selection
component based on a contract

Public 325
2023
Asset Management: Work permit Environment,
Health, and Safety
Work Permit and Isolations
Management FPS2
FPS02

You can now create a new work permit or view assigned work permits while
processing a maintenance order.

Additionally, you can now


automatically generate work permits
and any associated safety
certificates for maintenance orders
using the program Mass
Generation of Permit to Work
Objects (transaction PTWMASSGE). Change Maintenance Order Work Permits

Public 326
2023
Asset Management Maintenance
Management
Tactical Asset Management
Planning FPS1
FPS02

Recommendations from Asset Performance Management 1/2

Maintenance tasks lists and maintenance items


are enhanced by the related commendations
Navigation to APM Documentation for
from the reliability engineers working in APM. the failure mode
Below is an example screen from a
maintenance task list.

Information of
recommendations
assigned to the task list

Overview of the failure


mode

Maintenance Task Lists

Public 327
2023
Asset Management Maintenance
Management
Asset Fault and Incident
Response Management
FPS01
FPS1
Recommendations from Asset Performance Management 2/2

While screening
maintenance requests,
supervisors can use
the recommendations
from APM to select a
task list.

The recommended task lists


from APM
recommendations

New action
“Recommended Task List”

Maintenance Request

Public 328
2023
Asset Management: Inspection checklist process Maintenance
Management (ext.)
Asset Management
Resource Planning
FPS01
FPS1

New Checklists
tab

Perform Maintenance Jobs

The search and list display within


Perform Maintenance Jobs app are
now enhanced with additional
information, search criteria, and filters Maintenance Request

Public 329
2023
Asset Management Environment,
Health, and Safety
Work Permit and
Isolations Management
FPS01
FPS1
Safety certificates and integration with work permits*
$

A safety certificate goes through an


approval process that adheres to a four-
eyes principle.

A safety certificate can be used together


with a work permit when the maintenance
job requires additional control measures
and help ensure safety requirements are
followed through.

Safety Certificates

* SAP categorizes Environment, Health and Safety to


which work permit capabilities belong under
Manufacturing.

Public 330
2023
Asset Management Environment,
Health, and Safety
Work Permit and
Isolations Management
FPS01
FPS1
Permit to Work Overview for Plant Manager

With this app, you can view a


summarized view of the open work
permits and safety certificates
associated with a planning plant.

Permit to Work Overview for Plant


Manager

Public 331
Asset Management: Mass editing Maintenance
Management
Tactical Asset Management
Planning
2023
Header details of maintenance orders

This feature enables you to edit the


following header details of one or more
selected maintenance orders using the
new Edit Orders quick action in the Find
Maintenance Orders app: order
description, maintenance activity type,
priority, and system condition.

Find Maintenance Orders

Public 332
Asset Management: Mass editing Maintenance
Management
Tactical Asset Management
Planning
2023
Warranty details of technical objects

You can now select one or more


technical objects and edit customer
warranty and vendor warranty details in
the Find Technical Object app (F2072).

Find Technical Object

Public 333
Asset Management: Object list Maintenance
Management
Tactical Asset Management
Planning
2023
Adding object list entries to maintenance items

You can now assign a list of objects


to a maintenance item using the
Manage Maintenance Items app.
The objects that can be assigned
are:
 Functional location
 Equipment
 Assembly
The maintenance operations are
defined as a maintenance task list in
the maintenance item and are
associated with all the assigned
technical objects using object lists.
The object list items are carried
forward as maintenance order
object list items.
Find Maintenance Orders

Public 334
Asset Management: Equipment structure Maintenance
Management
Asset Configuration
Management
2023

You can now install


equipment on the equipment
or dismantle equipment from
the equipment using the
options that are available in
the Manage Structure
dropdown list in the Find
Technical Object app
(F2072).

Find Maintenance Orders

Public 335
Asset Management: Printing Maintenance
Management
Tactical Asset Management
Planning
Maintenance Execution 2023
Automatic Attachments
for Output Items

Manage Work Packs Manage Work Packs

• Output Management: Enable Automatic Attachments for


Output Items
• Simplified Printing for Multiple Orders and Operations

Public 336
Asset Management: People Gantt Maintenance
Management (ext.)
Asset Management
Resource Planning
2023
Maintenance Scheduling Board

In the Maintenance Scheduling Board


you can select one or more operations
and then call up the People Gantt to see
all the people in the work center team.
You can choose to assign one or more
people to carry out the operations.

Resource Scheduling for Maintenance Planners

Public 337
Asset Management: Generate recurring schedules Maintenance
Management (ext.)
Asset Management
Resource Planning
2023

If you have schedules that are


repeated at regular intervals (for
example, every week), you can now
have them automatically generated
for you. Regular maintenance
planners or reviewers only have to be
assigned once. Standard tasks, such
as adding relevant operations
automatically, providing they meet
certain criteria (for example, are
assigned to specific work centers),
can be carried out for you. Generate Recurring Schedules

Public 338
2023
Asset Management: Delta scope summary FPS2
FPS02

Joule and Business AI Maintenance Management

Tactical Asset Management Planning Tactical Asset Management Planning

• AI-assisted maintenance order recommendation • New Manage Inspection Checklists app & other enhancements
• Add purchase contract details to materials and lean services in maintenance
orders and task lists

Asset Fault and Incident Response Management


• Assign a task list for emergency work directly within a maintenance request.
• Get task lists recommendations from reliability engineers for the failure
Environment, Health, and Safety mode for the asset (integration with SAP Asset Performance Management –
SAP APM)
Work Permit and Isolations Management
• Simplified work permit creation from maintenance orders, and mass
generation

Public 339
2023
Asset Management: Delta Scope Summary & FPS01

Asset Management Resource Planning Environment, Health, and Safety: Work Permit and Isolations Management

Multiple enhancements • Work Permit Relevance Flag in Assigned Maintenance Orders


• Maintenance Scheduling Board: People Gantt • Manage Safety Certificates and Integration with Permit to Work (FPS01)
• Generate Recurring Schedules Automatically
• Permit to Work Overview App (FPS01)
• Multiple Apps: Stable Colors
• Manage Work Center Utilization: Flexible Time Period for Utilization Chart
• Resource Scheduling for Maintenance Planners: Resizable Cards

Maintenance Management

Mass Processing Tactical Asset Management Planning:


• Integration of Recommendation from Asset Performance Management
• Mass Editing Header Details of Maintenance Orders
(FPS1)
• Adding Object List Entries to Maintenance Items
• Inspection Checklist Process on the Web UI (FPS1)
• Mass Editing Warranty Details of Technical Objects
Maintenance Execution:
• Manage Structure in Find Technical Object App
• Perform Maintenance Jobs: Clear Open Reservation
• Output Management: Enable Automatic Attachments for Output Items
Others:
• Simplified Printing for Multiple Orders and Operations
• Additional Options to Filter Task Lists and Task List Operations
• Manage Material Serial Numbers App
• Maintenance Request Drafts
• Improvements in Maintenance Backlog Overview

Public 340
Human
Resources
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


Human Resources: Business area overview

SAP SuccessFactors

Define, create, and convey structured information and knowledge associated with a curriculum. Track course progress
Modular Cloud Learning Management
and to analyze learning deficits. Increase productivity and reduce operational burdens for HR staff.
LoB Solutions
Flexibly develop and foster talents, monitor their performances and qualifications and find measures to further develop
additional license Talent Management their potential. Identify and build on employees' strengths to fill key positions.
additional installation

Talent Acquisition Manage the entire recruiting process chain, from planning and budgeting, through attracting, hiring, and retaining
employees.
Payroll and Collect and prepare the necessary information to pay employees accurately and on time and to comply with all payroll
Reimbursement regulations and statutory reporting requirements for employees. Increase productivity and reduce operational burdens
for HR staff.
Enable managers and employees to manually or automatically record personnel times. Manage recorded time data and
Time Management (ext.)
optimally plan employees' capacities. Analyze employees' time data and monitor work schedules, quotas and other time-
related information.
SAP S/4HANA Rewarding Retain employees by properly managing company benefits. Keep overview of available benefits plans and eligibility.
LoB Apps
additional license
HR Strategy and Leverage HR data to measure and improve workforce-related outcomes and to continuously provide analyses to enable
Planning workforce decisions. Assess future workforce needs to minimize potential gaps and to prioritize future workforce
investments.
Manage personnel administration tasks: from storing all types of employee information to basic personnel actions such
HR Administration (ext.)
as hiring or reassigning employees.

Organizational
Build, maintain and adjust the HR elements and structures that enable organizations to achieve business success.
Management
SAP S/4HANA
Record employee attendance, overtime, and exceptions to planned working time, and assist managers in reviewing and
Enterprise Time Management approving these entries.
Management
HR Administration Integrate seamlessly data between enterprise systems: employee master, organizational and cost-centers.

Public Only available in SAP SuccessFactors and SAP S/4HANA on-premise 342
Human Resources: Business area overview

SAP SuccessFactors

Modular Cloud Learning Management Training Management


LoB Solutions
Career Development Employee Goal Management Employee Performance Mgmt.
additional license Talent Management
additional installation
Skills and Competencies Management Succession Management

Talent Acquisition Recruiting

Payroll and Payroll Management


Reimbursement
Absence Management Attendance Management Rostering and Shift Optimization
Time Management (ext.) Time Calculation Work Schedule Management

SAP S/4HANA Rewarding Benefits Management Compensation Management


LoB Apps
HR Strategy and
additional license Workforce Analytics Workforce Planning
Planning

HR Administration (ext.) Employee Administration Global Assignment Management

Organizational
Organizational Structure Management
Management
SAP S/4HANA
Enterprise Time Management Time Sheet Management
Management
HR Administration Employee Connectivity

Public Only available in SAP S/4HANA Cloud Only available in SAP SuccessFactors and SAP S/4HANA on- 343
premise
Human Resources: Capabilities available exclusively in SAP SuccessFactors
and SAP S/4HANA on-premise

Define and create adapted training for your employees in different formats depending on company’s and
Learning Management Training Management
employees' needs.

Provide the right tools, knowledge, and opportunities for employees to develop short- and long-term career
Talent Management Career Development
goals. It also allows you to monitor your employees' progression.

Skills and Competencies Mgmt. Define qualifications required for certain positions in your company.

Manage the process of setting objectives. Integrate company-wide objectives breakdown to departmental level,
Employee Goal Management
including task planning and –fulfillment for individual employees.

Succession Management Identify key jobs and positions and ensure the best fit between employees and requirements for critical roles.

Employee Performance Mgmt. Monitor employees' performances; find the best matches for key positions.

Public 344
Human Resources: Structure

Licenses Solution Capabilities Deployment Models

SAP S/4HANA Cloud


On-premise
▪ Employee Administration incl. Global Assignment Private Edition
Management
▪ Organization and Position Management
▪ Benefits Management
▪ Compensation Management
Core Human Capital Management ▪ Goal and Performance Management Talent Mgmt: SAP
▪ Skills and Competencies Management SuccessFactors
▪ Career Development & Succession Management
▪ Work Schedule Management
▪ Absence Management

▪ Work Schedule Management


▪ Absence Management
Time Tracking ▪ Attendance Management
▪ Time Calculation
▪ Rostering and Shift Optimization

▪ Payroll
Payroll Processing ▪ Pension funds
▪ VADM

SAP
E-Recruiting ▪ Recruiting SuccessFactors

SAP
Learning Solution ▪ Training Management SuccessFactors

Public 345
Human Resources: Innovation and simplification

SAP ERP HCM


and SAP Human Capital Management
minimum release: 2022
SAP S/4HANA for SAP S/4HANA
HCM Compatibility Package

1 Conversion / Upgrade to
+ Innovations
see SAP Roadmap Explorer

SAP S/4HANA 2022+

New licensing Feature Scope Description


2 structure

Activation of
3 Business Function

− Simplifications
see SAP Note 3091160

Important SAP notes:


▪ SAP Note 2273108 ▪ SAP Note 3091160
▪ SAP Note 2269324 ▪ SAP Blog SAP HCM for S4

Public 346
Human Resources: Human capital management transformation options

Move HCM to the public cloud,


SAP SuccessFactors, via 1 Talent Hybrid 2 Core Hybrid 3 HCM Suite

three deployment options ▪ Talent & Analytics


▪ Talent & Analytics ▪ Talent & Analytics
▪ Core HR ▪ Core HR
▪ Time and Payroll

SAP SuccessFactors Talent Management

Analytics

Talent Management Core HR

Talent Management Analytics Payroll

Analytics Core HR Time & Attendance

SAP Business Technology Platform (including Pre-Packaged Integration)

Core HR Payroll ERP

SAP S/4HANA Cloud Payroll Time & Attendance


Private Edition

Time & Attendance ERP

ERP

Public 347
Human Resources: Customer evolution program for HCM

More information: Simplify your move

SAP Learning
Understand the free online training class
economic benefits of “Hire-to-Retire”
moving to the cloud ▪ Overview course
▪ Strategy, Implementation and
Operations

Public 348
Human Resources: Delta scope summary

2023 2023
FPS02

Employee Administration Employee Administration Payroll Management

• Redesign of the “My Team Calendar” app in SAP Fiori • Quick view for SAP Fiori apps for SAP Human Capital • New tool for payroll schema comparison
3 user experience Management for SAP S/4HANA
• Parallel running of posting program RPCIPE01 in the
• New SAP Fiori app “My FSA Claims” for employees • Access to an employee's public profile via enterprise HR Process Workbench
search
• Generic search for employees based on Enterprise
Search

Training Management* Attendance Management

• New SAP Fiori app “Manage Course Participation” for • My Team Calendar app: additional view owner for
managers and administrators shared views
• New report to take over views from the old to the new
“My Team Calendar” app

Public * Only available in SAP SuccessFactors and SAP S/4HANA on-premise 349
2023
Human Resources: Delta scope 2023 - Details

Employee Administration Training Management*

Redesign of the “My Team Calendar” app in the The new “My FSA Claims” app enables The new Employee Search now leverages With the "Manage Course Participation" app,
Fiori 3 user experience, providing managers employees to: HANA Enterprise Search capabilities managers can assign trainings to their employees
and employees with: • Get an overview of all FSA claims • Improved performance and view the completion status of the trainings, be it
• Absences and attendance of colleagues, • Create new FSA claims • Fuzzy search mandatory or optional trainings. It allows them to
plus manager ability to access the absences • Update existing FSA claims • Link to organizational chart track the compliance level of their employees who
and attendance of direct reports • Delete existing FSA claims • Two-step search via result lists, which can are directly and indirectly reporting to them.
• Filtering to display the absent or available • Accept the rejected FSA claims be filtered
employees only • Directly contacting employees by clicking
• Sharing the calendar with employees on email or phone number
outside of the organizational unit
• Creating new views to focus on the For further information, refer to SAP
employees the user primarily works with Note 3304275
• Sharing user defined views with members of
the view

My Team Calendar My FSA Claims Employee Search Manage Course Participation

Public * Only available in SAP SuccessFactors and SAP S/4HANA on-premise 350
2023
Human Resources: Delta scope 2023 FPS02 - details FPS02

Employee Administration Attendance Management Payroll Management

Quick view for SAP Fiori apps for SAP Human Capital My Team Calendar app: additional view owner for shared Parallel running of posting program RPCIPE01 in HR Process
Management for SAP S/4HANA views Workbench
• Launch cross-app functionality, provided in several • Define additional view owners for user-specific shared • Enable parallel execution of RPCIPE01 through HR Process
SAP Fiori apps such as “My Team Calendar” and “Approve calendar views in the My Team Calendar app, granting them Workbench, which is particularly beneficial for larger
Timesheet,” when clicking on an employee's name: the same functions and rights as the view’s creator employers dealing with tight posting deadlines
• Provide the contact and organizational information of an • Enables them to add / remove employees, rename / • Create a new program category designed for parallel
employee, including name, phone, e-mail, cell phone, office unshare the view processing, resulting in the creation of multiple parallel jobs
address, local time, and time zone Key Benefits for the posting step in the HR Process Workbench
• Allows navigation to the SAP Fiori app “Organizational • Increase the independence of individual view owners Key Benefits
Chart” • Improves the performance of posting runs that involve a
Key Benefits New report to take over views from the old to the new “My substantial number of employees, streamlining the overall
• Enable fast provisioning of contact information of an Team Calendar” app payroll process
employee without leaving self-service • Migration from the previous My Team Calendar app for SAP • Allows the split of employees into multiple sets that can be
Fiori 2.0 to the successor My Team Calendar app for SAP processed simultaneously
Access to an employee's public profile Human Capital Management for SAP S/4HANA, F1309B.
• Launch employee's public profile from result list of the The new report that allows to take over user-defined team
employee address book using the “enterprise search” calendar views. New tool for payroll schema comparison
functionality Key Benefits • Enhance the display format through visualization of an ALV
• System navigates to employee's public profile when user • Easy migration to the new and redesigned My Team tree structure
clicks on employee's name, displaying job description, Calendar app for SAP Human Capital Management for SAP • Highlight the differences of the schemas concerning the
organizational unit, cost center, location information, S/4HANA functions used and their parameters
employee’s picture, manager attribute, list of direct reports • Facilitate comparison against a standard schema, not just
etc. customer schemas, and support remote comparisons
Key Benefits Key Benefits
• Retrieve important information for all employees, • Intuitively analyze and compare payroll schemas through
consistently the improved display format and tree structure visualization
using an ALV tree
• Make it easier to maintain custom copies of standard
schemas

Public 351
2023
Human Resources: Delta scope highlight 2023 FPS02 Payroll Management FPS02

New tool for payroll schema comparison Payroll Schema


Comparison

• Visualization via an ALV tree structure enhances


the display format
• Highlights the differences between schemas
concerning the functions used and their
parameters
• Facilitates comparison against a standard
schema, not just customer schemas, and
supports remote comparisons between systems

Benefits
• Intuitive analysis and comparison of payroll
schemas through the improved display format
and tree structure visualization
• Easier maintenance of custom copies of
standard schemas

Compare schemas

Public 352
Cross Topics
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


2023
Master Data Governance FPS02

Master data excellence for the Digital Business CLOUD


ONLY
Comprehensive processes for the entire master data lifecycle, covering central governance and consolidation
Empowering business agility with data quality management, process analytics, and a consumer-grade user experience
Strong foundation for improved business efficiency and process flexibility, enabling simplification

Gen AI-based
summary of
changes in
Generative AI for assisted changes/summary of SAP S/4HANA

changes in central governance (classic mode)


Data Quality Analytics 2.0 for business partner and
product master data
Mass enrichment of business partner from CDQ
reference data
Continuous Improvements

Mass enrichment of
business partners with Enhanced data quality
reference data in SAP analytics consumer: SAP
S/4HANA Analytics Cloud

Public 354
Generative AI for assisted changes/summary of changes in central governance
(classic mode)
Feature Highlights
Summarize Changes:
Get an overview on unsaved and saved changes in natural
language (using a Large Language Model) to:
• verify the completeness and/or correctness of master data
changes
• get a brief overview of the changes comprised in an MDG
change request
• prevent useless revisions based on incomplete changes
• have a non-technical summary of changes (in contrast to
change documents)
• facilitate approver’s final checks

Assisted Change:
Change master data attributes with as little effort / few steps
as possible so that applying changes to a master data object
is time efficient. A user makes prompts in natural language to Business value : Increase effectiveness through AI in
make field changes. central governance

Public 355
Data Quality Analytics 2.0 for products and business partner
in SAP S/4HANA and SAP Analytics Cloud
Feature Highlights
Dashboard for chief data officers and master data specialists that provides a real-time
overview of master data quality and history trends.
• Data quality overview in 3-level reporting structure: by category,
dimension, and rule
• Data quality analytics for 7 business partner data segments, e.g.,
business partner core data, customer sales data, or supplier
purchasing data. Each can be drilled down using master data
attributes or/and organizational unit e.g., country or company
codes.
• Data quality analytics for 7 product master data segments, e.g.,
plant data, sales data, or classification data. Each can be drilled
down using master data attributes or/and organizational unit, e.g.,
product group or plant.
• Embedded authorization control via live data connection
• Extensibility with custom fields
• SAC Integration with MDG system for data remediation

Business value Enhanced data quality analytics in


• Data quality insight for business decisions SAP Analytics Cloud

• User-friendly quality visualization and responsive interaction for master data analytics
Enhanced data quality analytics
• Extended analytics with low TCO consumer: SAP Analytics Cloud

Public 356
Mass enrichment of business partners from CDQ reference data

Feature Highlights
Enable enrichment of business partner
records from reference data as an
integrated part of single and mass
processing, consolidation, and
federation processes

Business value
Increase usability and effectiveness of
reference data with the ability to
integrate data providers through full
process integration

Public 357
Master Data Governance Summary
SAP Master Data Governance on SAP S/4HANA: the efficient way towards
consistent and high-quality master data – the foundation of your Digital Business

SAP MDG on SAP S/4HANA provides preconfigured, domain-specific master data


governance as well as a flexible framework for custom data models and processes.
This allows to de-centrally manage and consolidate, or centrally manage and
distribute all master data for your company’s complete system landscape.

The clean master data from SAP MDG on SAP S/4HANA enables you to accelerate
your enterprise software journey, and to enable new digital business models. For
example…
• SAP MDG on SAP S/4HANA supports your system landscape simplification and move to the
cloud with synchronized master data across on-premise and on-demand applications
• Leverage SAP MDG on SAP S/4HANA’s harmonized master data and SAP’s platform
capabilities to connect transactional and IoT or other big data, and derive real business
value
• Mobilize your business with simplified master data access and efficient scenarios
for request, approval, or to monitor KPIs and trends
• MDG can support your SAP S/4HANA move: get experience with a controlled subset, ensure
master data quality before the implementation, and maintain quality after go-live

Public 358
Business Technology Platform (BTP)
Find all scenarios here:
Comprehensive extensibility capabilities to allow cloud lifecycle https://d.dam.sap.com/a/hHzXdEW?rc=10
compliant innovation and differentiation whilst retaining the
benefits of a clean digital core Business Data Fabric
Intelligent
Situation Machine
structures allow for
Further intelligent industry Automation Learning enterprise-wide data
capabilities available side-by-side democratization
via SAP Business Technology Analytics
Platform

SAP Build
Situation Process
Handling Automation
Machine
Learning
Intelligent
technologies fully
embedded in SAP Analytics Digital
S/4HANA Cloud Assistant &
Chatbot

The right structure and business processes


set up to improve your business performance through
business innovation and intelligent technologies Extend Prebuilt use cases via: Side-by-side extension via:
Digital core & Key User Extensibility Custom code development
backbone
Developer Extensibility Integration with BTP services

Public 359
BTP Helps Accelerate Transformation to an Intelligent Enterprise
How to get from an SAP ECC to an SAP S/4HANA Cloud environment and keep the speed

Integration Data and Analytics

NOW
Integration
ECC or SAP S/4HANA Cloud Clean Data Application Testing
▪ Customers on their SAP S/4HANA Cloud journey Keep the master data clean, ensure proper
Safeguard projects and accelerate testing phases.
▪ Customers building and planning their migration and success for all analytics and
Analyze impacts of the next application change to
SAP S/4HANA Cloud journey application deployments. De-risk project by
better scope and automate what needs to be tested
▪ Customers waiting for SAP S/4HANA Cloud reducing critical path tied to data migration
but seeking value now

Automation

Clean Application Continuous Process Automation Intelligent,


Keep the core clean and improve operations with side-
by-side enhancements. Leverage pre-built integrations,
Further simplify processes across the enterprise with easy
to create workflows. Automate high-volume, and repetitive
Sustainable
improving time to market for new capability manual tasks with intelligent bots will help adoption Enterprise
AI
App Dev
202X
Data and Analytics

Low-Code Extensions Data-Driven Decisioning


Starting to change behavior with a new application is Enabling cross-process data-driven decision-making will
often the linchpin to success. Enabling low-code/no- significantly improve a customers return on asset
code solutions help organization deploy new Initial focus around cash and spend management will help the
capabilities weekly and keep up with dev backlog success of the project and ensure organization stability

Public 360
Situation Handling
Standard and extended framework

Extended Framework
for custom use cases
Monitor Situations -
Extended Standard Framework
Monitor Situations

Notification

Manage Situation Manage Situation Manage Situation My Situations


Objects Scenarios Types

Manage Situation My Situations -


Types - Extended Extended

Public 361
Intelligent Situation Automation Service on SAP BTP
Key applications
Related Situations Explorer -
Dashboard - analyze content Find related issues across use cases
All situations are
tracked and analyzed
on SAP BTP for
business insights and
solution automations.

Rule Builder - build rules to automate Analyze Situations - identify patterns, analyze details

Public 362
2023
SAP User Experience in SAP S/4HANA Cloud
SAP Collaboration Manager (Releases 2023, and beyond) SAP Collaboration
Manager

Seamlessly integrated collaboration experience directly inside the SAP Fiori


launchpad. It increases overall user efficiency through in-place collaboration features
such as creating chats with and sending documents supporting various image types
and video links to your peers. Your co-workers receive the notification instantly and can
begin to work on your request without any delay and system switchover. Additionally,
the SAP Collaboration Manager helps you keep up with your daily tasks by letting you
store notes in your own private thread that is only visible to you–all you need to do is
create a chat with yourself.
Value Proposition
• Increase user productivity
• No media breaks while work & collaborate in one place
• Full access to the origin of the conversation by link to the SAP Fiori screen
• Intuitive user experience with the seamless integration
Capabilities
• Link your chat to any screen in your apps for reference
• Take screenshots to add directly to your chat without having to close SAP
Collaboration Manager
• Annotate, highlight, and conceal areas of your screenshot
• Find out which screen your screenshot was created on
• Receive notifications on the SAP Fiori launchpad regarding chat notifications
through the notification area.

For more information, see: Integrating SAP Collaboration Manager, or


SAP Collaboration Manager Will Replace SAP CoPilot in SAP S/4HANA Cloud and SAP
S/4HANA

Public 363
2023
SAP Collaboration Manager FPS02

Provide a modern interface which is more intuitive, user-friendly, and engaging

• The SAP Collaboration Manager chat


interface will have a modern visual look and
feel and thus be more intuitive and
engaging for end users

• This will intrinsically motivate users to


adopt it, further improving efficiency of their
daily work through in-place collaboration
directly where critical business processes
are taking place

Public 364
2023
Collaborate with your co-workers in Microsoft Teams
Integration with
Microsoft Teams

Share access to criticial business Make critical business issues


issues with your co-workers in chats* part of your Teams channels*

Public 365
2023
Positioning SAP Collaboration Manager and Joule

SAP Collaboration Manager


Human-to-Human (H2H)
collaboration

Joule
Human-to-Machine (H2M)
communication
Joule for SAP S/4HANA Cloud generates and navigates
SAP S/4HANA users through new and improved pathways
between functional applications as well as information tailored to
individual prompts.
The solution empowers end users to save significant time and manual
effort in searching for an answer to her or an internal customer’s questions.

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RESPONSIBILITY
Responsibility Mgmt. 2023
Responsibility Management Overview MANAGEMENT

A functionality which helps determine the responsible contacts within the organization for various contexts in order to address tasks and
activities, along the working structure and, dimensions of the respective lines of business.
Define responsibilities in terms of either teams consisting of team members with assigned functions or responsibility mgmt. agent rules
and refer to these in frameworks like workflows and situation handling.

Responsibility Determination by Teams:

Manage Teams and Manage Team


Responsibilities Hierarchies Team

In 2023, Responsibility Management has delivered Write APIs that enable customers to create, update, delete teams and
their details in Responsibility Management. For more information, see https://help.sap.com/docs/SAP_S4HANA_ON-
PREMISE/a156fdaa471548bba5cd0bbaaec9b6bd/b211414de1eb41a69b4a477dc4009083.html?locale=en-US

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Responsibility Management in Business Processes
Receive abnormal Trigger customer Approve return Compensate customer
Ship the delivery
situation warning return process request (credit memo/repl. material)
Flexible Workflow Situation Handling

Sales Order fact sheet with Warning Approval Inbox

Return Document
Track Sales Order created Return Process Flow

Responsibility Management Situation Handling Business Workflow


• Flexibly maintains responsibilities for team • Brings urgent issues to the attention of business • Synchronize and proactively deliver work in the
members users, who can react to notifications immediately right sequence at the right time to the right people
• Integrates with workflow and situation handling received • Business departments can model, configure and
• Supports complex scenarios (hierarchies) to • Optimize business processes by enabling administrate the workflows
determine the responsible recipients automation and machine learning • The difference to Suite Workflow blog
• Dynamically determine agents using customers
logic defined via Responsibility rules.
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RESPONSIBILITY
Responsibility Management: MANAGEMENT Responsibility Mgmt.

Responsibility determination by agent rules

Manage Manage Responsibility Manage Team


Responsibility Rules Contexts Categories

Agility through flexible adaption of responsibilities and hierarchies allowing to alignment with business processes.

Centralized monitoring of responsibilities to directly react to organizational changes without disrupting processes.

Reduced implementation efforts and more flexibility with intuitive user interface allowing key users to do edits.

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Responsibility Management: Using Teams for situation handling

• Add users (Business Partners) to


logical teams serving dedicated
functions
• Define the recipients of Situation
Handling Notifications via defined
teams and functions
Manage Teams and
Responsibilities Manage Situation Types

• Flexible management of teams, hierarchies, and


responsibilities
• Monitoring and changes to team structure in one
central place
• Decoupling of business partners from ultimate
User function for more resilient business processes
Fiori Launchpad with Situation
(Business Partner) Handling Notification

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SAP S/4HANA for Enterprise Contract Management - 1
SAP S/4HANA for Enterprise Contract Management is an application in S/4HANA for the management of legal documents
in enterprises. It supports all types of contract documents (sales, procurement, legal, HR, real-estate, financial, etc.) can be
easily integrated into all core business processes, and stores all legal documents in one central online repository. (Available
as Cloud, Private Cloud and On Premise deployment option)

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2023
SAP S/4HANA for Enterprise Contract Management - 2
Create amendment for main contract Upload signed copy of contract to legal transaction

• Users can now correct, change, add or delete content in the existing • Users can now upload the signed (final) copy of the contract directly to
contracts that have already been signed. the legal transaction. This helps to move the legal document to the
‘Accepted’ status without any manual effort.

Upload supporting documents for main contract Migrate legal documents in enterprise contract management

• Users can create supporting documents for a main contract. This feature • With this feature you can create mass legal documents using the data
helps to manage and organize supporting documents from one place. migration option and migrate business data from any legacy system.

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2023
SAP S/4HANA for Enterprise Contract Management - 3 FPS02

Integration of Enterprise Contract Management with Icertis Contract Intelligence

Users can now perform intelligent buy-side, sell-side, and organization-wide contracting tasks with ease. The integration enables users to
perform tasks such as authoring, and assembly of clauses and documents and efficiently collaborate with internal and external stakeholders.
The integration supports capabilities such as better traceability of signatures and responsibilities.

• Users can now create a document with the help of a template or by


uploading content, using the integration scenario.

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2023
SAP S/4HANA for Enterprise Contract Management - 4 FPS02

New signature options for legal contracts Choose the amendment type for a main document

• Users can now select whether signature is required for contract and • Users can now choose the amendment type while creating an
choose between manual signature or e-signature for legal contracts. amendment for a main document. This helps to define and track the
type of changes made to a legal contract.

Creation of optional document without content Check status of external contracts

• Users can now create an optional legal document without content. • Users can now view the status details of external contracts and check the
Users can maintain all the important data before triggering the logs to trace the latest operations performed with respect to the Icertis
creation of content in the legal document. Contract Intelligence system.

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Embedded Analytics: The basics you need to know
Enhanced ERP
process example:

Principles
Concepts

Recommendation:
Embedded Analytics includes technical embedding of analytical functionality and
“To assure the optimization of ERP processes, the close alignment and
visualizations for seamless interoperability between transactional and analytical
integration of transactional and analytical components is essential.
aspects of an optimized business process
Therefore, the usage of embedded analytics should be maximized wherever
Note: SAP Analytics Cloud is included commercially only in possible.”
SAP S/4HANA Cloud Public Edition (GROW) as OEM version

Fiori business user visualizations


• Smart Business KPIs
• Overview Pages
• Analytical List Page

Functionality
• Multidimensional Reports
• Dashboards (powered by SAP
Architecture

Analytics Cloud)
• Hybrid Applications (In-app
Analytics and Machine Learning)
• Supplier filter added to Product
Sourcing Overview App
Key user tools for the Analytics Specialist
• Manage KPIs and Reports
• View Browser
• Custom CDS Views
• Custom Analytical Queries
• Embedded SAP Analytics Cloud Stories

Public 375
SAP Data and Analytics Solutions: Building the business data fabric

*including SAP S/4HANA Cloud Public Edition, SAP S/4HANA Cloud Private Edition, and on premise deployments of SAP S/4HANA

Public 376
Embedded Analytics Embedded Analytics SAP Analytics Cloud

SAP Analytics Cloud Stories are now fully embedded in SAP S/4HANA
• Provide embedded insights in the solution, optimally support business users
in defined business processes with decision support and information at the
users' fingertips.
Manage KPIs and Reports
• Integrate seamlessly into the enterprise intelligence offerings such as SAP
Analytics Cloud and
SAP BW/4HANA

• Provide real-time access to solution data, as well as replication of data and


blending with multiple other sources for end2end enterprise intelligence -
direct access to SAP S/4HANA data based on live connectivity

• Integrated into SAP Fiori Launchpad, integrated in SAP S/4HANA role and
screen variant management
Purchasing Spend Dashboard
• SAP Analytics Cloud content can be found in the
Best Practices Package
“SAP Best Practices for analytics with SAP S/4HANA” Scope items for SAP S/4HANA Cloud Private Edition
(for SAP S/4HANA Cloud) *SAP S/4HANA Cloud Treasury Management Content with SAP Analytics Cloud 49P_S4CLD2208_BPD_EN_XX.docx

*SAP S/4HANA Cloud Receivable management content with SAP Analytics Cloud 4A6_S4CLD2208_BPD_EN_XX.docx
• Intent-based navigation
*SAP S/4HANA Cloud Procurement content with SAP Analytics Cloud 29D_S4CLD2208_BPD_EN_XX.docx
• SAP Fiori variant management *SAP S/4HANA Cloud Sales content with SAP Analytics Cloud 3N0_S4CLD2208_BPD_EN_XX.docx
* in this table means, the SAP Analytics Cloud content inside the Scope item also support SAP S/4HANA Cloud Private Edition, in it’s latest release. There may be minor manual
effort before consuming the SAP Analytics Cloud content, such as changing predefined prompt value, etc.

Public 377
Intelligent Technologies: Delta scope summary

Act Optimize Interact


Process Automation Machine Learning (AI/ML)
Self-learning bots and applications SAP Collaboration Manager
Multiple bot workflows for action
(attended + unattended) with SAP with dynamic adaptability
Process Automation, Chat capabilities for Peer-to-Peer communication and
based on SAP intelligent RPA and SAP collaboration, enriched with Business Context
Workflow Management • Conversation: Notes and Chats
IT and Cross Function: Sales:
No new scenarios • In-place Screenshots and Annotations
• Joule in SAP S/4HANA Cloud Private Edition Joule: Sales - Track Sales Orders: Faster insight into
Sales Order fulfillment process • Notifications
• Navigation to Apps from Sales, Finance,
Procurement and Professional Services Joule: Simplified Business Partner maintenance
using SAP Joule
• Conversational Search The functionality is now available for SAP S/4HANA
Cloud, public and private editions only, and will be
• SAP Signavio - Process Recommender for SAP
S/4HANA* Asset Management: deployed commercially embedded as part of the
base subscription price.
• Master Data Governance- • Enterprise Asset Management –

Anticipate Assisted Changes and Summarization of Change Intelligent Maintenance Order Recommendation
Requests
Latest functionality added for this release:
Situation Handling Joule: Intelligent Project Assistant - Selected
Navigational/Transactional Capabilities
Transportation Management: • PDF Document Attachment
Detect exceptions, notify, and Finance: • Transportation Cockpit Planning • Share data as Insights Cards
provide insight-to-action options • Shared Services Automation for Finance Content* • SAP S/4HANA Transportation Management: Goods
• Improved UX and Performance
(SAP Enterprise Service Management ) Receipt Analysis

• Enhancing Intelligent
Service:
Collections (SAP Behavioral Insights for BRIM)
• Subscription Contract Item Distribution (2023)
• Intelligent Dispute Management (SAP Enterprise
• Trade Compliance Check Blocked/Pending (2023) Service Management)
• SAP Advanced Financial Closing-Automated error
explanation and guided resolution*

*Stand-alone solution, that is not delivered with SAP S/4HANA

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Facilitate Migration Projects with SAP S/4HANA Migration Cockpit
Transition scenario: new implementation

Guidance and simulation


Included in SAP S/4HANA and
for the migration process
SAP S/4HANA Cloud license and shipment

SAP S/4HANA Automated mapping


Preconfigured migration
between source and target
content specific to migration
SAP S/4HANA cockpit

Lower migration time and costs,


Integrated into with no developer skills required
SAP Activate methodology

Migration object modeler for


custom requirements

Public 379
Migration Cockpit: Migration approaches

Two different migration approaches, depending on the source system:

Migrate Data Using Staging Tables Migrate Data Directly from SAP System
(Direct Transfer)
▪ Staging tables are created automatically in SAP ▪ Connect source system (ABAP-based SAP source systems) via
HANA DB (either locally or in a remote system) RFC connection
▪ Populate these staging tables with business data ▪ Selection
using: - Based on predefined selection criteria (for example company code
▪ XML template files for ERP source system) and selected migration objects
▪ CSV template files - Can be adapted with the SAP S/4HANA migration object modeler
▪ SAP or third-party ETL tools
▪ Supports data migration scenarios from SAP ERP, SAP AFS,
SAP APO SPP, SAP CRM, SAP EWM

Public 380
Migration Cockpit: Architecture

Public 381
2023
Migration Cockpit: Direct transfer FPS02

Analyze Your Selection Process App


(FPS1)

New
SAP Fiori App Analyze Your Selection Process
▪ Available for direct transfer projects only
▪ Get detailed analysis results for specific migration object instances
▪ Get transparency about the selected data
▪ Get recommendations about how to account for unexpected selection results

Public 382
SAP S/4HANA 2023 Fully-Activated Appliance
The Software Appliance Concept
Create your own pre-configured system in
a fraction of the usual setup time
SAP S/4HANA & Software
additional components

In 1-2 hours via SAP Cloud Appliance Library


(SAP CAL), hosted in AWS / MS Azure / GCP

In 2-3 days when deploying on own physical


SAP Best Practices & hardware
Configuration SAP S/4HANA 2023,
technical settings
Fully-Activated Appliance
Use cases:
Trial / Sandbox / PoC / Scoping

Open to customers, partners, public users, and


SAP employees

Sample data & More information:


Walk-throughs
demo scenarios • Overview blog
• Demo scenarios
• Try out as S/4HANA 30-day trial
• Detailed How-To videos
Public 383
SAP S/4HANA Cloud, ABAP environment
3-tier extensibility model for SAP S/4HANA private cloud and on-premise
TIER 1 – Cloud extensibility model
SAP S/4HANA SAP Business Technology Platform
Cloud-ready and upgrade-stable development of new
applications and extensions. ABAP Cloud is mandatory –
TIER 1 SIDE-BY-SIDE no classic ABAP in tier 1.
TIER 1 ON-STACK
Cloud development
ABAP Cloud Same extensibility model as used in SAP S/4HANA Cloud Public
(Java / Node.js / ABAP Cloud)
Edition
Default for new extensions and custom apps
TIER 2
Cloud API enablement
TIER 2 – Cloud API enablement
RENOVATE OR
Extends and enables tier 1 for private cloud and on-premise
INNOVATE Mitigates missing public SAP APIs or extension points:
• Develop custom wrapper objects for not released SAP objects
to be used in tier 1
• Retire wrapper once a released SAP API is available

TIER 3
Classical ABAP development TIER 3 – Classic ABAP extensions
Legacy/existing custom ABAP code or new on-stack extensions
RETIRE code that cannot follow the rules of tier 1 and 2
ADAPT
Avoid and reduce the content in tier 3

ON-STACK - tightly coupled SIDE-BY-SIDE - loosely coupled

This presentation and SAP‘s strategy and possible future developments are subject to change
Public 384
and may be changed by SAP at any time for any reason without notice.
Roadmap – subject to change

RISE with SAP Packaging


Provide compelling RISE with SAP offerings* that reflect the different customer profiles

Base Premium Premium


60-135 FUE Plus
Enterprise Management Core ERP X X X
Cloud Operational Services X X X
Base Edition Cloud Services
Embedded Launch Activities (Onboarding Advisor) X X X
Provides small organizations with SAP S/4HANA Cloud,
SAP Sustainability Footprint Management X
private edition functionalities with a lean setup Sustainability
SAP Sustainability Control Tower X
SAP Build Apps X X
Premium Edition
SAP Build Process Automation X X
Enables organization’s business transformation supported Extension, Integration,
by built in AI capabilities into SAP applications, process SAP Build Work Zone X X X
and Automation
automation, low-code business application development CPEA X X
and access to supplier networks. SAP Datasphere X X
Joule X X X
Premium Plus Edition Artificial Intelligence
Generative AI X X
(flat entitlement) (dynamic entitlement)
Extends premium by unlocking more AI scenarios, including
Group Reporting X X X
sustainability solutions, and advanced finance capabilities.
Group Reporting Data Collection X X X
Office of the CFO SAC planning X X

Cash Management X

Receivables Management X

Procurement Network Supplier Portal X X


*Please note that some features are not available in Mainland China, Process Optimization SAP Signavio — —
this is detailed on the following slides

Public 385
Addressing a clean core is an ongoing strategic activity

A clean core is a system that is as close


1. Extensibility to standard as possible, while running
Keep the extensions clean
cloud-compliant extensions and
integrations.
2. Data
Keep the data lean
It allows you to adapt your system
to changing business requirements and
3. Integrations to adopt new capabilities.
Keep the landscape reliable

4. Processes
Keep the processes flexible

5. Operations
Keep the operations effective
and efficient

Public 386
Thank you.
Contact information:

© 2024 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material.
Appendix
SAP S/4HANA Cloud Private Edition

(based on SAP S/4HANA 2023)


SAP S/4HANA: Country versions & Languages

64
country
versions

via
• Arabic • Danish • Hebrew • Lithuanian • Slovene

39 •

Bahasa Malay
Bulgarian


Dutch
English


Hindi
Hungarian


Norwegian
Polish


Spanish
Swedish
Languages • Catalan • Estonian • Italian • Portuguese • Thai
• Chinese (simplified) • Finnish • Japanese • Romanian • Turkish
• Chinese (traditional) • French • Kazakh • Russian • Ukrainian
• Croatian • German • Korean • Serbian • Vietnamese
• Czech • Greek • Latvian • Slovak

Public 389
SAP S/4HANA Cloud Private Edition:
The right solution for each customer journey

SAP S/4HANA Cloud Public Edition SAP S/4HANA Cloud Private Edition SAP S/4HANA
functional scope

SAP Product SAP S/4HANA Cloud Public Edition SAP S/4HANA


Release Cycles quarterly (e.g. 2402) By annually, plus 6 months Feature/Support Packs (e.g. 2023)*
Minimum Upgrade Frequency quarterly 7 years* (to stay in mainstream maintenance)
UX SAP Fiori SAP Fiori and SAP GUI
Deployment Types new implementation new Implementation, System Conversion, Selective Data Transition
SAP Best Practices yes optional (for New Implementation)
Configuration Options Self-Service and Expert Configuration Implementation Guide (IMG)
Custom Code no optional
Modification of SAP code no optional
rd
3 Party Add-ons certified Public Cloud add-ons allowed allowed unless operating system access allowed
Infrastructure required
SAP, Alibaba, AWS,. etc. (SAP decision) customer preferred infrastructure
Upgrades SAP, AWS, Azure, GCP, (customer preference)
included and mandatory not included
Compatibility Scope customer owned, installation on request
n/a allowed
Licensing mostly allowed – see note 2269324
subscription perpetual
business engagement
Public * with 2023 Release and Maintenance Announcement changed to by yearly release + 4 years standard maintenance 390
SAP S/4HANA Compatibility Packs:
Commercial Separation from the Business Suite World

Only SAP S/4HANA solutions are allowed to run on an SAP S/4HANA installation
− SAP S/4HANA is a new product, not the legal successor of SAP ERP/SAP Business Suite products
− Limitation in our Software Use Rights (SUR) to separate the commercial worlds:

✓ ✓
SAP S/4HANA LoB
Why allow the use of
ERP LoB & ERP LoB & Compatibility Packs on

X
& Industry
Industry solutions
solutions
Industry solutions SAP S/4HANA?
ERP Core
➢ Allow sufficient time for

X
SAP S/4HANA SAP S/4HANA functionality redesign of business
ERP Core Enterprise Enterprise SAP S/4HANA processes under SAP
Management Management Enterprise S/4HANA
Management
➢ Make transition easier for
ERP Licensing SAP S/4HANA Licensing installed base customers

unless explicitly permitted


via „Compatibility Packs“

Public 391
SAP S/4HANA On-premise: Compatibility Pack Example
HCM on-stack
LoB & Industry LoB & Industry
SAP S/4HANA Usage only allowed if
LoB & Industry
Engines Engines
solutions
Compatibility pack

HCM HCM

Usage allowed via


ERP Core SAP S/4HANA Enterprise Management Compatibility Pack

System 1 System 1/S4

HCM side-by-side SAP


LoB & Industry SAP S/4HANA
S/4HANA
Engines ready LoB & licensing
Industry solutions

HCM HCM

SAP S/4HANA ERP


ERP Core Enterprise
Management
licensing

HR1 ERP1 ERP1/S4 HR1

Public 392
SAP S/4HANA Compatibility Packs:
Selective Extension of Compatibility Pack Usage Rights
More details in SAP Note 2269324:
SAP grants a timely restricted usage right for specific classic solution functionalities in the context of SAP S/4HANA. These
• Customer Service (CS) IDs 402-413
term licenses are limited to the end of 2025, and are defined by the compatibility scope. SAP intends to provide new go-to • Transport (LE-TRA) ID 474
functionalities for all compatibility scope items by 2023. Many compatibility scope items can already be phased out today. This • Production Planning for Process Ind.
transition from compatibility scope to the new go-to solutions is in most cases primarily a technical adoption and can be (PP-PI) IDs 444, 446, 447, 453-457
conducted with moderate effort.

For three compatibility scope components (Customer Service, Transport, and Production Planning for Process
Industries) the new go-to solutions provide enhanced capabilities and will require a more extensive transformation project,
especially for global organizations and customers who leverage individual extensions today.
In order to help customers get the highest business value from their SAP S/4HANA systems, SAP has decided to align the usage rights for those three components
with the SAP Business Suite maintenance timeline. SAP is extending the usage rights exclusively for Customer Service, Transport, and Production Planning
for Process Industries until the end of 2030.

This extension will be available to all SAP S/4HANA customers in SAP S/4HANA Cloud Private Edition as well as those with an SAP S/4HANA on-premise
deployment and is limited to the three components listed above. The extension comes at no additional cost and does not require any contractual changes or
amendments for existing customers as the change is being implemented centrally.

CS
usage rights for LE-TRA
Customer Service
Logistics Execution - Transportation
Compatibility Packs (CP) PP-PI Production Planning & Execution for Process Industries

2025 2030
Public 393
Compatibility Packs in SAP S/4HANA
Webinar

Get more detailed


information in our
latest SAP
community webinar

Recording and
slides available on
youtube

Public 394
SAP SAP S/4HANA Cloud Private Edition: Product Tour (sap.com)

Public 395
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Agenda

Agenda item/divider headline


• Details

Agenda item/divider headline


• Details

Agenda item/divider headline


• Details

Agenda item/divider headline


• Details

Public 397
Insert page title (sentence case)

Start typing to add text without a bullet point. To add a bullet point, place the cursor at the start of
this line and press tab.
• Second level
– Third level

Public 398
Thank you.
Contact information:

© 2024 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material.

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