Demo Script for SAP S/4HANA 2023 FPS01 Fully-Activated Appliance: Service - Presales
This guide covers the entire process flow from registering customer interest in a product through to lead and opportunity management, resulting in a sales quotation. Download the Document2
© 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.
Table of Contents
1 How Can This Script Be Used? 4
2 Demo Story: Presales 5
2.1 Scenario: Lead and Opportunity Management 5
2.1.1 Create Task and Follow-Up Lead 5
2.1.2 Process Lead 8
2.1.3 Create and Process Opportunity 11
2.1.4 Complete Opportunity and Create Sales Quotation 13
© 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.
Table of Contents
1 How Can This Script Be Used? 4
2 Demo Story: Presales 5
2.1 Scenario: Lead and Opportunity Management 5
2.1.1 Create Task and Follow-Up Lead 5
2.1.2 Process Lead 8
2.1.3 Create and Process Opportunity 11
2.1.4 Complete Opportunity and Create Sales Quotation 13
3
© 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.
Document History
Revision Date Change
1.0 December
2020
Upgrade to release 2020; the Presales demo guide was formerly included in
the Service demo guide. Content-wise there were no updates for Presales in
release 2020.
1.1 April 2021 Upgraded to release 2020 feature pack 1.
1.2 July 2021 Upgraded to release 2020 feature pack 2
2.0 December 2021 Upgraded to release 2021
2.1 March 2022 Upgraded to release 2021 feature pack 1
2.2 June 2022 Upgraded to release 2021 feature pack 2
3.0 December
2022
Upgraded to release 2022
3.1 March 2023 Upgraded to release 2022 feature pack 1
3.2 June 2023 Upgraded to release 2022 feature pack 2
4.0 December
2023
Upgraded to release 2023
4.1 April 2024 Upgraded to release 2023 feature pack 1
© 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.
Document History
Revision Date Change
1.0 December
2020
Upgrade to release 2020; the Presales demo guide was formerly included in
the Service demo guide. Content-wise there were no updates for Presales in
release 2020.
1.1 April 2021 Upgraded to release 2020 feature pack 1.
1.2 July 2021 Upgraded to release 2020 feature pack 2
2.0 December 2021 Upgraded to release 2021
2.1 March 2022 Upgraded to release 2021 feature pack 1
2.2 June 2022 Upgraded to release 2021 feature pack 2
3.0 December
2022
Upgraded to release 2022
3.1 March 2023 Upgraded to release 2022 feature pack 1
3.2 June 2023 Upgraded to release 2022 feature pack 2
4.0 December
2023
Upgraded to release 2023
4.1 April 2024 Upgraded to release 2023 feature pack 1
4
© 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.
1 How Can This Script Be Used?
This demo script has been written for usage with the SAP S/4HANA 2023-2022-2021-2020 Fully-Activated
Appliances (in short “appliance” in this script), hence you will need such an appliance to make use of this guide.
The appliance can be brought up in two ways, and the demo scenario in this script is largely the same for both:
1. Via SAP Cloud Appliance Library (hosted on cloud providers)
You need a cloud provider account at AWS, MS Azure, or GCP. With this, you can deploy the appliance within
1-2 hours from https://cal.sap.com > Solutions > SAP S/4HANA (your preferred version) Fully-Activated
Appliance.
2. Via installing it on your own on-premise hardware.
You need to provide your own hardware, and order & install the appliance as explained in SAP Note 2041140.
If you are new to the SAP S/4HANA Fully-Activated Appliance, introductory information can be found here:
https://blogs.sap.com/2018/12/12/sap-s4hana-fully-activated-appliance-create-your-sap-s4hana-1809-
system-in-a-fraction-of-the-usual-setup-time/
Important:
Before you start your demo, please read SAP S/4HANA Fully-Activated Appliance: Demo Scripts for information
about necessary preparations, especially any post-deployment steps to ensure the full functionality of your
appliance. These steps are covered in sections;
B) General Remarks
C) Post-deployment Steps
D) Log-on to the system
Besides this, you will also find links to all demo scripts on this page.
1.1 Passwords: Passwords for the pre-configured demo users
Please contact your company’s system administrator for your company-specific demo user passwords. Demo
users provided in the appliance which are used for the Demo Scripts were delivered with the password
“Welcome1”, however SAP recommends changing these.
If you experience user/logon issues, please contact your team’s SAP S/4HANA Appliance system administrator.
© 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.
1 How Can This Script Be Used?
This demo script has been written for usage with the SAP S/4HANA 2023-2022-2021-2020 Fully-Activated
Appliances (in short “appliance” in this script), hence you will need such an appliance to make use of this guide.
The appliance can be brought up in two ways, and the demo scenario in this script is largely the same for both:
1. Via SAP Cloud Appliance Library (hosted on cloud providers)
You need a cloud provider account at AWS, MS Azure, or GCP. With this, you can deploy the appliance within
1-2 hours from https://cal.sap.com > Solutions > SAP S/4HANA (your preferred version) Fully-Activated
Appliance.
2. Via installing it on your own on-premise hardware.
You need to provide your own hardware, and order & install the appliance as explained in SAP Note 2041140.
If you are new to the SAP S/4HANA Fully-Activated Appliance, introductory information can be found here:
https://blogs.sap.com/2018/12/12/sap-s4hana-fully-activated-appliance-create-your-sap-s4hana-1809-
system-in-a-fraction-of-the-usual-setup-time/
Important:
Before you start your demo, please read SAP S/4HANA Fully-Activated Appliance: Demo Scripts for information
about necessary preparations, especially any post-deployment steps to ensure the full functionality of your
appliance. These steps are covered in sections;
B) General Remarks
C) Post-deployment Steps
D) Log-on to the system
Besides this, you will also find links to all demo scripts on this page.
1.1 Passwords: Passwords for the pre-configured demo users
Please contact your company’s system administrator for your company-specific demo user passwords. Demo
users provided in the appliance which are used for the Demo Scripts were delivered with the password
“Welcome1”, however SAP recommends changing these.
If you experience user/logon issues, please contact your team’s SAP S/4HANA Appliance system administrator.
5
© 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.
2 Demo Story: Presales
This business process covers the entire process flow from registering customer interest in a product through to
lead and opportunity management, resulting in a sales quotation.
For the core sales process flow from sales quotation to sales order, delivery, and customer invoice, refer to the
Sell from Stock with Outbound Delivery Processing demo script.
The following pre-defined user is available for this demo story:
User Details
SLS_MAN
Sales professional role to process all presales-related documents,
master data and related functions; workflow approval for sales orders is
enabled for this user.
For the process flow below, usually more than one employee (and user) would be affected. For ease of use you
can execute all the steps with the above-mentioned user.
The scenarios in this demo script have been tested with the SAP Best Practices master data mentioned in the
scenarios below. For a complete overview of master data available for the SAP Best Practices for SAP S/4HANA
(on premise) solution, refer to this document: Your Master Data | SAP Help Portal
(https://help.sap.com/docs/s4hana-best-practices/s4hana2023-master-data/your-master-data).
2.1 Scenario: Lead and Opportunity Management
2.1.1 Create Task and Follow-Up Lead
During a customer contact, for example, during a call or an onsite visit, an employee learns that the customer
would like to discuss a product in more detail. To make sure that there will be a follow-up activity, the employee
creates a task.
The task can be created stand-alone or as a follow-up document of any other transaction, for example, as a follow-
up of a service request, a service order, a lead etc. In this chapter we describe how to create a task without
predecessor document.
After the call with the customer, it becomes clear that the presales colleagues should follow-up with the customer.
The employee creates a lead as follow-up of the task. Of course, the lead can also be created without predecessor
document.
© 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.
2 Demo Story: Presales
This business process covers the entire process flow from registering customer interest in a product through to
lead and opportunity management, resulting in a sales quotation.
For the core sales process flow from sales quotation to sales order, delivery, and customer invoice, refer to the
Sell from Stock with Outbound Delivery Processing demo script.
The following pre-defined user is available for this demo story:
User Details
SLS_MAN
Sales professional role to process all presales-related documents,
master data and related functions; workflow approval for sales orders is
enabled for this user.
For the process flow below, usually more than one employee (and user) would be affected. For ease of use you
can execute all the steps with the above-mentioned user.
The scenarios in this demo script have been tested with the SAP Best Practices master data mentioned in the
scenarios below. For a complete overview of master data available for the SAP Best Practices for SAP S/4HANA
(on premise) solution, refer to this document: Your Master Data | SAP Help Portal
(https://help.sap.com/docs/s4hana-best-practices/s4hana2023-master-data/your-master-data).
2.1 Scenario: Lead and Opportunity Management
2.1.1 Create Task and Follow-Up Lead
During a customer contact, for example, during a call or an onsite visit, an employee learns that the customer
would like to discuss a product in more detail. To make sure that there will be a follow-up activity, the employee
creates a task.
The task can be created stand-alone or as a follow-up document of any other transaction, for example, as a follow-
up of a service request, a service order, a lead etc. In this chapter we describe how to create a task without
predecessor document.
After the call with the customer, it becomes clear that the presales colleagues should follow-up with the customer.
The employee creates a lead as follow-up of the task. Of course, the lead can also be created without predecessor
document.