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SAP Sales Doc Search

Summary​

NOTE: The SAP Sales Doc Search component can be used only on the Account Details page and, with some configuration, on Cases and other Account-related sObjects.

Use the SAP Sales Doc Search component to search for Sales Documents, including Quotes and Orders, from your SAP instance within Salesforce.

  • Advanced custom configuration options are available with this component. It ships with certain presets, but new presets can be created to work with the user's specific needs.
  • Results are pageable. You can set how many records per page you would like to display.
  • You can refresh the results of the search by clicking on the icon in the upper right corner of the component.
  • When you click on the Details link to the left of each record, you navigate to the document detail page.

TIP:

Configuring the SAP Sales Doc Search Component in FlexiPages​

Use the Lightning App Builder to configure the SAP Sales Doc Search component in FlexiPages. Refer to Configuring an SAP Component in a FlexiPage to see how to configure the SAP Sales Doc Search component.

You need to drag the SAP Sales Doc Search component onto the page multiple times in order to display search results for multiple presets. For example, the screenshot below shows two instances of the SAP Sales Doc Search component: once for SAP Orders AND again for SAP Quotes (since orders and quotes are both Sales Docs).

The following settings control fields that display Sales Doc Search information. Use these settings to control which invoice information from your SAP instance displays within Salesforce.

  • Display SD Type - Sales Document Type
  • Display SD Type Description - Sales Document Type Description

Other configurable fields:

  • Title - Will display only if Display Header is checked (if left blank, no title will display).
  • Presets - Select the Search Preset from the drop-down list. The preset chosen will use the search parameters and sorting information configured in metadata (example: SAP Orders or SAP Quotes).
  • Override Default Page Link (Optional) - Overrides the default Surface detail page. Used to redirect from the search page to your own custom detail page.
  • Rename Custom# Field (# = 1-10) - Will display only if the corresponding Display Custom# Field is checked (if blank, default display = "Custom#").

TIP: For more information on how to configure:

  • Presets
  • Override Default Page Link (Custom Detail Pages)
  • Custom Fields 1-10

see Document Search Custom Configuration