New: Change sales orders and read quotations in SAP S/4HANA

Tekst could already create sales orders in SAP S/4HANA from incoming emails. With this release, your automations can also change existing sales orders and look up quotations, so the order changes and quote follow-ups that land in your inbox no longer need to be keyed into SAP by hand.

What is new

The SAP S/4HANA integration has new blocks that you can add to any automation flow:

• Update sales order changes an existing sales order. It can update header fields such as the requested delivery date, customer PO reference, payment terms, delivery block, sales group, and shipping details. It can also change line items, such as the quantity or unit of an existing line, and clear fields you no longer need, such as a delivery block.
• Get sales order finds an existing sales order by its number, for example a number extracted from the customer's email. It returns the order with its partners, texts, pricing, line items, and delivery and billing status, so the flow can check the order before it changes anything.
• Get sales quotation reads a quotation by its number, including its partners, texts, pricing, and line items, so you can answer questions about a quote or turn it into an order.

The Create sales order block has also been extended. It can now fill in everything SAP needs in one go, including plant, shipping details, partners, and pricing. If a call to SAP is retried, for example after a network interruption, Tekst no longer creates a duplicate order.

Why it matters

Order intake was only part of the work. Customers also email to change a delivery date, adjust a quantity, or ask about a quote they received, and each of those requests still meant opening SAP and making the change by hand.

Now the full flow can run end to end: Tekst reads the email, finds the right sales order or quotation in SAP, and applies the change or prepares the answer. This means:

• Less manual re-entry and fewer typing mistakes in SAP
• Faster handling of order changes and quote follow-ups
• A safe retry, without duplicate orders

How to get started

Add the new blocks from the block picker of your SAP S/4HANA integration in the automation builder. For the fields of the order block, see Create a Sales Order with the Create Sales Order Block.

The blocks need the matching communication scenarios in SAP S/4HANA, such as Sales Order Integration for orders and Sales Quotation Integration for quotations. See Set Up SAP S/4HANA for Tekst.

If you connect SAP S/4HANA through SAP BTP Cloud Integration (CPI), deploy the latest Tekst iFlow package first. See Deploy the Tekst iFlow Package in CPI. Contact your Tekst contact person if you need help with the update.