MuleSoft Accelerator for SAP
Use case 3 - Order-to-cash
Real-time visibility of critical inventory and customer information is essential for sales teams to quote and close opportunities and reduce risk of order fulfillment errors. MuleSoft Accelerator for SAP empowers IT teams to automate the opportunity to close process and synchronize order, inventory, and customer data between Salesforce and SAP S/4HANA.
Overview
- Description
- Glossary
- Solution overview
- Assumptions and constraints
- High-level architecture
- Sequence diagram
- Systems involved
- Successful outcome
- Workflow
See also
Description
The primary set of use cases covered in the current solution involves the creation of an opportunity in Salesforce, the selection of products, the checking of inventory, and the close won of an opportunity, which creates a sales order in SAP S/4HANA.
Glossary
| Term | Definition |
|---|---|
| CIM | The Cloud Information Model (CIM) defines a set of standard data structures that can be used as canonical representations of common entities for integrating systems. |
| MDM | A Master Data Management (MDM) solution provides an accurate, consistent and complete copy of master data for use by enterprise applications and business partners. Most solutions include data quality tools and workflow processes for managing conflicting updates. |
| OMS | An Order Management System is a software solution that supports the management and processing of sales orders. |
Solution overview
The purpose of this solution is to document the technical aspects of integration that happen when the Sales leads convert the opportunity in Salesforce to orders in SAP S/4HANA.
Before you begin
|
The Accelerators setup guide provides general information on getting started with the accelerator components. This includes instructions on setting up your local workstation for configuring and deploying the applications. |
Goals
- Support the conversion of Opportunity in Salesforce to an order in SAP S/4 HANA.
- Support for Inventory check in Salesforce from SAP S/4 HANA.
- Support for updating order IDs from SAP S/4 HANA to Salesforce.
- Support for displaying the order ID graph in Salesforce.
Use case considerations
- SAP S/4 HANA is the System of Record for Products, and Inventory.
- The term Customer in this use case refers to Organizational Accounts (rather than individuals).
- Accounts are synced between SAP S/4HANA and Salesforce as part of the Customer profile sync use case.
- Orders are synced between SAP S/4HANA and Salesforce as part of the Sales order sync use case.
Technical considerations
- Use CIM as the canonical model
- Build using top applications, inclusive of Salesforce products, but should be built to work with other endpoints as well. For this solution, leverage the following applications:
- Salesforce Core (Sales, Service, B2B Commerce) and SAP S/4HANA
Assumptions and constraints
The following will be used to guide or constrain the solution design at a high level:
- The Cloud Information Model (CIM) will be used as the canonical model for all business types; see the CIM usage guidelines in this document.
- Global identifiers will be maintained in MDM. Wherever possible, these will be assigned as external identifiers in target systems.
- References to the global IDs for accounts and orders will be reflected in downstream systems using custom properties to avoid conflicts with the usage of other external identifiers.
High-level architecture
Sequence diagram
The following diagram below illustrates the sequence of converting an Opportunity in Salesforce to a Sales Order in SAP S/4HANA:
Systems involved
- MDM
- OMS
- Salesforce Core (Sales Cloud and B2B Commerce)
- SAP ECC
- SAP S/4HANA
Successful outcome
- Inventory Availability from SAP S/4 HANA is displayed in Salesforce in real time.
- Order is created in SAP S/4 HANA.
- Order number from SAP S/4 HANA is displayed on Salesforce on the Order ID Graph.
- Order is created in Salesforce.
Workflow
- Create an opportunity in Salesforce.
- Add products to that opportunity.
- For each product, check for inventory in SAP S/4 HANA and update the quantity based on availability.
- Mark the opportunity as closed-won which will trigger the opportunity event from Salesforce.
- Create the sales order in SAP S/4 HANA.
- Create the sales order in Salesforce.
- View the Order ID graph in Salesforce.
Downloadable assets
System APIs
- SAP S/4HANA Product Availability System API | API Specification | Implementation Template
- SAP S/4HANA Customers System API | API Specification | Implementation Template
- SAP S/4HANA Orders System API | API Specification | Implementation Template
- OMS System API | API Specification | Implementation Template
- Salesforce Customers System API | API Specification | Implementation Template
- Salesforce Orders System API | API Specification | Implementation Template
- MDM System API | API Specification | Implementation Template
Process APIs
- Data Management Process API | API Specification | Implementation Template
- Customers Process API | API Specification | Implementation Template
- ERP Customers Process API | API Specification | Implementation Template
- Orders Process API | API Specification | Implementation Template
- ERP Orders Process API | API Specification | Implementation Template
Experience APIs
- Data Management Experience API | API Specification | Implementation Template
- Salesforce Experience API | API Specification | Implementation Template
Listeners
- Salesforce Topic Listener | Implementation Template
- SAP Event Listener | Implementation Template