1. SAP Glossary
  2. CRM-Customer Relationship Management
  3. reference order


What is reference order in SAP SRD-CRM - CRM-Customer Relationship Management?


SAP Term: reference order

  • Component: SRD-CRM

  • Component Name: CRM-Customer Relationship Management

  • Description: A sales or service order that is used as a reference for another document such as an invoice. The reference order contains data that is used by the referencing document.


Smart SAP Assistant

  • Key Concepts: 
    A reference order is a type of order in SAP Customer Relationship Management (CRM) that is used to create a template for other orders. It contains all the necessary information for the order, such as customer data, product information, pricing, and delivery details. The reference order can then be used as a template for other orders, allowing users to quickly create new orders with the same information.
    
    How to use it: 
    To create a reference order in SAP CRM, users must first enter all the necessary information into the system. This includes customer data, product information, pricing, and delivery details. Once all the information has been entered, users can save the order as a reference order. This will create a template that can be used for other orders. To use the reference order as a template for another order, users must select the reference order from the list of available orders and then enter any additional information that is needed for the new order.
    
    Tips & Tricks: 
    When creating a reference order in SAP CRM, it is important to make sure that all the necessary information is entered correctly. This will ensure that any orders created using the reference order will have all the correct information. Additionally, it is important to keep track of which reference orders are being used for which orders. This will make it easier to find and update any reference orders if needed.
    
    Related Information: 
    Reference orders are just one of many features available in SAP CRM. Other features include customer segmentation, lead management, and analytics tools. Additionally, SAP CRM can be integrated with other SAP products such as ERP and HANA to provide an even more comprehensive solution for managing customer relationships.
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