Automated SAP Push for Approved Sales Orders

Once a sales order passes internal approval, Hoicko CRM automatically pushes it to SAP — no manual export or re-entry is required, and the returned SAP Sales Order Number is displayed directly against the originating inquiry.

Why this removes a major manual step: in most CRM–ERP setups, someone eventually has to re-key the finalized order into the ERP, introducing delay and the risk of transcription errors. Hoicko CRM eliminates that step entirely—the moment a sales order is approved, the push to SAP happens automatically in the background.

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The full automated sequence:

1. A sales order is created from an approved quotation, carrying forward all commercial and logistics data.
2. User clicks Send to Approval.
3. Once approved by the designated approver, the Send to SAP action is triggered automatically.
4. SAP processes the order and generates an official SAP Sales Order Number.
5. That number is synced back and displayed against the originating inquiry, so anyone tracing the deal can see it end-to-end—Lead → Inquiry → Quotation → Sales Order → SAP Order Number—without switching systems.

FAQ

• Is there a delay between approval and SAP push?

The push is triggered automatically upon approval; actual processing time depends on SAP's own response, but no manual action is needed on the CRM side.

• What if the SAP push fails?

Since SAP is the authoritative system for order numbers, any sync failure would need to be resolved before a valid SAP Sales Order Number appears against the inquiry—check with your SAP/IT team if a push doesn't complete as expected.