Skip to main content

Sales Document UI

The Sales Document UI (SalesDoc UI) is the Cloud UI application for simulating and creating SAP sales documents — currently Orders and Quotes. Users work with header data, partners, conditions, and line items inside the host application, while Cloud UI handles the SAP interaction.

App identifier: salesdoc-ui
Supported document types: Order, Quote
Related: Applications overview

Purpose​

SalesDoc UI gives sales and order-entry users a focused interface to build a sales document, preview pricing and availability, and create the document in SAP. It replaces the need to enter the same information directly in SAP transaction screens for common simulate and create flows.

info

This release supports one-way document creation only — Cloud UI creates a new Order or Quote in SAP from data supplied by the host application. There is currently no way to reference or load an existing SAP document into SalesDoc UI.

Primary Audience​

  • Sales and order-entry users who create or price Orders and Quotes from a host application (for example, Salesforce)

What Users Can Do​

  • Set document basics such as sold-to party, document type, and sales area
  • Maintain header fields, partners, texts, and pricing conditions
  • Search for materials and add, edit, clone, or remove line items
  • Review schedule lines, inventory, and related item details where enabled
  • Simulate pricing and availability without creating a document in SAP
  • Create a sales document in SAP and return the document number to the host
  • Optionally open the Variant Configuration UI for configurable materials

Operating Modes​

SalesDoc UI supports two modes. The host sets the mode in the document context (SalesDocSettings.Header.Mode).

Simulate​

Use Simulate when users need a pricing and availability preview without writing a document to SAP.

  • The app can run simulate automatically as the document changes (based on settings)
  • Save returns the current document context to the host
  • Save to SAP is typically hidden in this mode

Create​

Use Create when users need to create a real sales document in SAP.

  • Users complete header and item data required by your process
  • Saving to SAP creates the document and returns the new document number to the host
  • At least one line item with a material and quantity is required before create

Overall Usage​

  1. The host application opens Cloud UI with ?app=salesdoc-ui and sends API connection details, document data, and application settings.
  2. SalesDoc UI loads reference data (such as shipping conditions, sales areas, and customer data when a sold-to party is provided).
  3. The user completes the Initialize step, then works through Header, Partners, Conditions, and Items as configured.
  4. The user simulates to refresh pricing and availability, then returns the preview to the host (Simulate) or creates the document in SAP (Create).

Next Steps​