Corporate project · Industrial manufacturer · In use

Spare Parts Quoting Moved from Excel into the CRM, with Live SAP Costs

Spare-part quotes moved from Excel into the CRM. The CRM reads part costs live from SAP, opens the quote in SAP with the margin and turns it into an order once approved.

SAP / ERP
Integration
Automation

0 differencesvs SAP pricing across 9 quotes and 3,397 sub-items
60 minduplicate-send protection window
Pre-checkcheck mode that creates no document
79/79ERP sync tests passed

1Parts listFrom the customer's request
2SAP costLive, read-only
3CRM quoteWith margin
4SAP orderAfter approval
5Read-backHourly sync (prototype)

Built for an industrial company. For confidentiality, the company name, logo, product/part codes and internal data are not shared; images are cropped accordingly. The flow diagram is illustrative.

The need

A stock-code list was made from the customer's photo, the cost team priced each part, and the quote was built by hand in Excel.

The solution

A read-only SAP cost service returns part costs using the same selection as SAP pricing.
The quote service calls the existing quote service unchanged and writes the margin on the main item.
An order service turns the approved quote into an SAP order.
Each service was tested with scenarios in the test system, then moved to production with approval.
CRM side (working prototype, release-ready): when an order is revised in SAP, quantity, price, billing and delivery status are read hourly and written back to the CRM; a billed order becomes final and leaves tracking.
CRM side: a change-history table, salesperson notifications, a dry-run diff, a signed bulk fix and rollback; feature-flagged rollout.

Delivered

3 SAP services (cost, quote, order)
CRM spare-parts flow
ERP sync service
Test scenarios
Design document

Technologies

SAP ABAP
RFC / BAPI
SOAP
C# / .NET 8
SQL Server
Next.js
Python (tests and mock ERP server)

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