Language & Region
Eagle-
Burgmann

Implementation of an SD release process for offers

Reduced effort, documentation directly in the system, transparency and seamless transition of processes during system changeover

To the Quick Facts


Implementation Highlights

  • Implementation of an efficient and transparent, automated approval process for sales documents
  • Creation of a flexible approval workflow in combination with BRFplus as part of the international S/4HANA rollout
     
  • Reduced lead time for quotation preparation
  • Securing the approval process
  • Lighthouse project for SAP Fiori in the company
5800
Employees
858
million € turnover
86
Countries
45000
Customers

By implementing the SD approval process, we benefit from increased transparency while maintaining flexibility for adjustments to approval factors.

Dieter Gartner, Head of Sales IT EagleBurgmann GmbH & Co. KG

Starting point

EagleBurgmann has a well-defined, multi-level approval process for offers. To make the approvals more efficient, it was decided to automate the process.

After offers are created in S/4HANA, a flexible workflow and rule-based offer release system was sought in this environment that can be rolled out step by step to all national subsidiaries.

Challenges and framework conditions of the project

At the beginning of the project, challenges initially arose in relation to customer-specific requirements and the integration of the BRFplus rules, which went beyond the standard S/4HANA 1909 on-premise.

Users wanted an approval option at team level, integrated e-mail delivery and a secure review process. In addition, a particular focus was on ensuring the transparency and traceability of the process.

Another customer request was an additional function to start the approval process, which allows users to control the process manually, while in the SAP standard this happens automatically when the offer is saved.

After approval, details of the approval process, such as approval status and reasons for the determined approval procedure, were visualised in the offer for the user.

The approval process was implemented on the basis of four parameters via BRFplus tables. The first parameter was the total value of the offer, which triggers the internal release process. Two further parameters were the absolute and percentage deviation of the sales price from the recommended sales price. In addition, the amount of the margin was also used as a basis for the release.

Solution benefits

The solution was implemented at EagleBurgmann as a pilot project in the national subsidiaries in the US, Mexico and Canada within three months. It has automated the approval process for around 2,400 offers per month.

This not only reduced processing times, but also created increased traceability and transparency.

Due to its high level of benefit, this solution has now been activated in four additional companies.

The main benefit is defined by the reduced effort, the ability to document blocking reasons and releases directly in the system, the transparency and the seamless transition of processes during the system change.

EagleBurgmann Germany GmbH & Co. KG

  • Industry sector: Supplier to various industries
  • Product range: Industrial sealing technology such as mechanical seals and seal supply systems, magnetic couplings, carbon floating ring seals, expansion joints and flat gaskets, packings, special products and comprehensive services.
  • Web: www.eagleburgmann.com
  • Solution: SD approval process
  • Consulting partner: CONSILIO GmbH