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SAP S/4HANA Cloud 2202

Situation Handling
January 20, 2022

PUBLIC

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Contents

 Introduction with Videos

 Selected Situation Templates: One-Pagers

 New: Customer-Created Use Cases

 Documentation, Links

 Situation Templates SAP S/4HANA Cloud 2202

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Introduction
Situation Handling

Idea Description
Situation handling automatically detects and tracks issues requiring attention –
these are called situations. It provides information and functionality that is
relevant for the user to resolve the situation.
The responsible users are informed about situations in various user interface
elements, including notifications, lists, and object pages.
Analytical data collected by situation handling is used to continuously improve
the intelligent ERP: high quality, supported human handling and automation.

Business Value
 Automatically identify urgent and important issues
 Bring situations to the right groups of users to speed up business
 Users can act immediately, less issues are missed
 Intelligent support to make the right decisions
 Optimize the business processes continuously

Enabling Situation Handling (in short)

Use Cases / Situation Templates
 Copy situation type from pre-delivered situation template
 Situation templates for use cases in various application areas delivered with  Refine details in situation type, optionally start with selective filters
SAP S/4HANA Cloud 2202
 Define teams and responsible users in
 Mass Activity Message Monitoring in Finance Contract Accounting Team & Responsibility Management
 Custom object-based situation use cases can be created with  Enable monitoring option and activate situation type
Situation Handling – Extended
 See Situation Handling documentation for details
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Situation Handling Videos

Selected use cases briefly explained 

■ Procurement: Catalog Item Proposal Is Ready to Use (Free Text Items for Catalog)
■ Procurement: Quantity Deficit in Supplier’s Delivery
■ Procurement: Low Number of Quotations Received
■ Finance: Invoice Skipped in Payment Advice
■ Finance: Errors and Warnings in Allocation Runs (includes configuration)
■ Finance: GR/IR Processor was Changed
■ Finance: GR/IR Deviation Exceeds Threshold
■ Manufacturing: Stock Transport Order Overdue (includes configuration)

Use cases in processes for specific roles

■ Finance: Account Receivable Manager [02:45]
■ Intelligent Innovations for Sales Manager [03:10]
■ Intelligent Innovations for Employee in Procurement [02:00, 02:56]
■ Intelligent Procure-to-Invoice: Operational Purchaser [01:58, 02:36]
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Selected Situation Templates: One-Pagers
Delivery Insights for Ordered Items

Role Process Technology Initial Release

Purchaser Buy and Delivery | Receiving Situation Handling 2105

Scenario & Key Features

The handling units of ordered items are equipped with sensors to monitor a
product‘s condition using SAP IoT. For example, the temperature, humidity,
or acceleration can be checked. If a critical situation arises during delivery,
purchasers are notified to make them aware of purchase order items
that require immediate attention. 

Key Features
• The operational purchaser is informed immediately that ordered goods <insert screen shot>
may have been damaged during delivery.
• They now have the chance to take the appropriate actions.

Business value
• Get a holistic and transparent view of the entire delivery process
• Determine immediate insight-to-action based on IoT sensor data
• React to critical supply situations proactively
• Anticipate quality issues

Scope Item ID: 4IH Fiori ID: F0842A Find out more

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MRP Material Exception

Role Process Technology Initial Release

Material Planner/Production Planner Manufacturing Situation Handling 1902

Scenario & Key Features

The following MRP situations are detected
• No requirements exist for a receipt element. To avoid unnecessary
warehouse stock, the element should be reversed.
• The planned available stock exceeds the maximum stock as specified.
• The actual stock and the receipt elements exceed the requirements in the
individual segment, such as make-to-order planning, individual project
planning, direct production, or direct procurement.

Key Features
• Selected MRP issues are detected and signaled to the user responsible

Business value
• The material planner is directly informed about supply elements (for
example, purchase orders or production orders) which are not needed
anymore.
• This leads to cost reduction because materials that are not needed are
neither produced nor bought.

Scope Item ID: I44 Fiori ID: F0251 Find out more

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Quantity Deficit in Supplier‘s Delivery

Role Process Technology Initial Release

Operational Purchaser Sourcing and Procurement Situation Handling 1905

Scenario & Key Features

Purchasing materials that are critical to the business are activated for
supplier confirmations. If the current delivery quantity by the supplier is lower
than initially confirmed, notifying the responsible purchaser helps customers
to overcome the impact of the delay.​

Key Features
• Identify issues in which the current delivery quantity by the supplier is
lower than initially confirmed
• Contact current supplier (phone / email)
• Create new purchase order with another supplier,
list of proposed alternative suppliers provided.

Business value
• Automatically alerting the responsible purchaser about a quantity deficit for
a material delivery enables immediate reaction to avoid a late delivery.

Scope Item ID: 2TX Fiori ID: F0842A Find out more

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Stock Transport Order Overdue

Role Process Technology Initial Release

Inventory Manager Inventory Management Situation Handling 1908

Scenario & Key Features

Responsible inventory managers get a direct notification on delayed stock
transport order items based on the configuration belonging to the situation type.
A detailed screen shows more information about the stock transport order item,
a timeline now visualizes the sequence of posted documents.
A new Complete Delivery button for open stock transport order items where the
total goods issue quantity equals the total goods receipt quantity offers direct
issue resolution capabilities.

Key Features
• Get a direct notification on delayed stock transport order items
• Direct issue resolution capability when delivery complete

Business value
• Faster reaction time to business situations that require immediate attention
• Effective resolution of urgent issues thanks to tailored notifications for
individual users or teams

Scope Item ID: 1P9 Fiori ID: F2139 Find out more

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Physical Inventory Monitoring

Role Process Technology Initial Release

Inventory Manager Inventory Management Situation Handling 2005

Scenario & Key Features

Manage your settings for physical inventory tolerances and subsequent
difference postings in a more efficient and non-disruptive way with situation
handling.
If a physical inventory document exceeds the defined physical inventory
tolerances the assigned team is notified and can then decide on potential
follow-up actions.

Key Features
• Manage settings for physical inventory tolerances, assign team
responsible
• Follow-up actions

Business value
• Faster reaction time
• Effective resolution of urgent issues thanks to tailored notifications for
individual users or teams

Scope Item ID: BML Fiori ID: F0379A

Find out more
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Mass Activity Message Monitoring in Finance Contract Accounting (FI-CA)

Role Process Technology Initial Release

Contract Accountant Finance Contract Accounting Situation Handling 2008

Scenario & Key Features

Inform business users about problem messages that occur during mass
processing to prevent errors in mass processing (for example, during
a payment run) leading to losses for your company.
In a powerful configuration environment, customers can define important
issues themselves and choose the messages for the different run types for
which situations should be created.

Key Features
• Messages from mass processing in FI-CA are directly indicated as
situations to the users responsible
• Flexible configuration of own situation templates for a problem patterns
• Configuration users can select actions that help resolve the underlying
problem

Business value
• Automatically alerts the contract accountant responsible to ensure that
errors in mass processing do not lead to a delay or loss of payments.

Scope Item ID: 31N Fiori ID: F4145

Find out more

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Customer-Created Use Cases
Customer-Created Use Cases with Situation Handling – Extended

• The Situation Handling – Extended framework

allows you to create your own use cases – with the
following new apps:
• Manage Situation Objects
• Manage Situation Scenarios
• Manage Situation Types - Extended
• You can use the new Situation Handling Demo app
to test and explore the new features of the extended
framework.
• End users can display all open situations that they Scenario-specific list view in My Situations - Extended app
are responsible for in the extended framework using
the My Situations - Extended app.

Find out more

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Documentation, Links
Documentation and Links
Community
New: Community Page Intelligent Situation Handling
 Introduction Series
 Situation Handling: What is it and why do you need it? (1/5)
 Situation Handling: Selected use cases in different application areas (2/5)
 Situation Handling: How do I configure situation types? (3/5)
 Situation Handling: How to analyze situations using Monitor Situations (4/5)
 Situation Handling: Advanced configuration of situation types (5/5)
 Advanced insights, Troubleshooting
 Situation Handling: How to use Responsibility Management efficiently
 Help – Why isn’t there any situation notification?
 Message-Based Situation Handling in Finance Contract Accounting (FI-CA) and Convergent Invoicing (CI)
 Intelligent Situation Automation
 “Intelligent Situation Automation – The next big step in Digital Transformation”
 User Experience
 Vladimir Shapiro: “UX for Intelligent Situation Handling”
 Shruti Joshi: “Ux for Intelligent Situation Automation”
 Sven Denecken: “Situation Handling – Don’t just tell me there is a problem, help me solve the problem… more examples”
 Sven Denecken: “Situation Handling – Inform, Insight and Decide”
 Matthias Grabellus: “From Handling Situations to Situation Handling” (with video)

help.sap.com
 Situation Handling (on premise: Situation Handling)
 Responsibility Management (on premise: Responsibility Management)

SAP Best Practices Explorer

 Situation Handling (31N)
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Situation Templates
SAP S/4HANA Cloud 2202
SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Finance Finance (continued)

Errors and Warnings in Allocation Runs Bank Account Revisions to Be Activated
 Template to inform a specific group of users about when bank account revisions are
 Template used for situation handling that informs Overhead Accountants of completed pending activation for a certain number of days.
allocation runs and any warnings or errors that occurred during the run.
 Situation Template Documentation
 Video: Errors and Warnings in Allocation Runs
 Delivered for App: Manage Bank Accounts
 Situation Template Documentation  Relevant for Scope Item: J77
 Delivered for App: Run Allocations
 Relevant for Scope Item: 2QL Invoice Skipped in Payment Advice
House Bank Account to Be Checked  Template to detect one or more unpaid invoices for substantial amounts that were submitted
during the same time period as the rest of the invoices in this payment advice.
 Inform employees to update the payment configuration when a bank account is closed but the  Video: Invoice Skipped in Payment Advice
linked house bank account is still used in the configuration Maintain Payment Program.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Bank Accounts
 Delivered for App: Manage Payment Advices
 Relevant for Scope Item: J77  Relevant for Scope Item: J59

GR/IR Clearing Processor Was Changed Mass Activity Exception (Rate and Time)
 Template that informs the processor that they are asked to clarify differences in amounts or  Template to inform users about issues that occurred during the processing of scheduled
quantities between the posted deliveries and invoices for a certain purchasing document item. application jobs.
 Video: GR/IR Processor was Changed  Situation Template Documentation
 Situation Template Documentation  Delivered for App: Application Logs
 Delivered for App: Reconcile GR/IR Accounts 
 Relevant for Scope Item: 2AR
 Relevant for Scope Item: 2V7

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Finance (continued) Finance (continued)

Date Difference Warning for FI Flows Bank Message Still in Status Created
 The system detects an FI cash flow for which the difference between the posting date and the  Informs a user that a Bank Message remains in status Created. If a message remains in status
value date does not meet the defined condition. Created for a longer time this usually indicates that there was some issue with sending of the
message.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Cash Flow Analyzer
 Delivered for App: Manage Bank Messages
 Relevant for Scope Item: J78
 Relevant for Scope Item: 16R

Predictive Accounting Notification Success Rate

 The success rate of predictive accounting notifications is below the configured threshold. Bank Message Going into Error Status
 Situation Template Documentation  Informs a user that a Bank Message was set to Error status.

 Delivered for App: Monitor Predictive Accounting – Predictive Quality  Situation Template Documentation

 Relevant for Scope Item: 2FD  Delivered for App: Manage Bank Messages
 Relevant for Scope Item: 16R
GR/IR Deviation Exceeds Threshold
 Differences between the quantity or amount in goods receipts and invoice receipts for Bank Message Still in Status Received
purchasing document items exist for a long time or the differences in amount exceed a certain  Informs a user that a Bank Message remains in status Received. If a message remains in status
threshold.
Received for a longer time this usually indicates that there was some issue with decryption or
 Video: GR/IR Deviation Exceeds Threshold processing of the message.
 Situation Template Documentation  Situation Template Documentation
 Delivered for App: Reconcile GR/IR Accounts  Delivered for App: Manage Bank Messages
 Relevant for Scope Item: 2V7  Relevant for Scope Item: 16R

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Finance (continued) Finance (continued)

Payment Reject Payment Item Requires Manual Repair
 Payment Item has status “manual postprocessing”.
 Triggered when a payment in APM is rejected.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Payments
 Delivered for App: Manage Payments
 Relevant for Scope Item: 4MT
 Relevant for Scope Item: 4MT

Payment Requires Manual Repair Payment Batch Partially Rejected

 Payment has status “manual postprocessing”.  Informs a user when a payment batch was partially rejected.

 Situation Template Documentation  Situation Template Documentation

 Delivered for App: Manage Payments  Delivered for App: Monitor Payments

 Relevant for Scope Item: 4MT  Relevant for Scope Item: J78

Payment Transaction Reject Payment Batch Was Rejected

 Triggered when a payment transaction is rejected.  Informs a user when a payment batch was rejected..
 Situation Template Documentation  Situation Template Documentation
 Delivered for App: Manage Payments  Delivered for App: Monitor Payments
 Relevant for Scope Item: 4MT  Relevant for Scope Item: J78

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Finance (continued) Finance (continued)

Payment Batch Status Check No MBC-Status Received for Bank Message
 Informs users if no MBC-Status message is received for outgoing Bank Messages after a
 Check if the payment batch is stuck in a defined status.
max. of 20 minutes.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Monitor Payments
 Delivered for App: Manage Bank Messages
 Relevant for Scope Item: J78
 Relevant for Scope Item: 16R

Payment Requires Manual Repair

Bank Message Has Issue in XI-Runtime
 Payment has status “manual postprocessing”.
 Informs the user of outgoing messages having issues in XI-Runtime.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Payments
 Delivered for App: Manage Bank Messages
 Relevant for Scope Item: 4MT
 Relevant for Scope Item: 16R

Bank Message Requires Manual Processing

 Informs a user about MBC messages which are in status “manual processing required”. Dispute Case Processing
 Situation Template Documentation  Informs accounts receivable accountants or accounts receivables managers about changes
in the processing state of their dispute cases..
 Delivered for App: Manage Bank Messages
 Situation Template Documentation
 Relevant for Scope Item: 16R
 Delivered for App: Manage Dispute Cases
 Relevant for Scope Item: BFC

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Finance (continued)
Collections Invoice Information
 Informs accounts receivable accountants about additional information about invoices in their
collections worklist. Adapt this generic template to your purposes.
 Situation Template Documentation
 Delivered for App: Process Receivables
 Relevant for Scope Item: BFC

Approve Documented Credit Decisions

 Informs the approver of a documented credit decision about pending approvals.
 Situation Template Documentation
 Delivered for App: Manage Documented Credit Decisions
 Relevant for Scope Item: 1QM

Approve Credit Limit Requests

 Informs the approver of a credit limit request about pending approvals.
 Situation Template Documentation
 Delivered for App: Approve Credit Limit Requests
 Relevant for Scope Item: 1QM

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Manufacturing Manufacturing (ctnd.)

MRP Material Exceptions JIT Call Component Groups Due for Delivery
 Template used for exceptions occurring for MRP Material.  Notify when the planned delivery creation date is nearing for JIT call component group
based on supply control tolerances.
 Delivered for App: Manage Material Coverage
 Situation Template Documentation
 Relevant for Scope Item: J44
 Delivered for App: Manage Customer JIT Calls by Component Groups

Stock Transport Order Overdue  Relevant for Scope Item: 2EM

 Template used for overdue stock transport orders, when the expected delivery date is
exceeded. JIT Call Component Groups Due for Goods Issue Processing
 Video: Stock Transport Order Overdue  Notify when the planned shipping date/time is nearing for JIT call component group based
 Situation Template Documentation on supply control tolerances.

 Delivered for App: Overdue Materials - Stock in Transit  Situation Template Documentation

 Relevant for Scope Item: 1P9  Delivered for App: Manage Customer JIT Calls by Component Groups
 Relevant for Scope Item: 2EM
Physical Inventory Monitoring
 Monitor Physical Inventory processes and bring issues to the user’s attention.
Status of Jobs in Just-In-Time Supply to Customer
 Situation Template Documentation
 Notify when a scheduled job is complete.
 Delivered for App: Physical Inventory Document Overview
 Situation Template Documentation
 Relevant for Scope Item: BML
 Delivered for App: Manage Customer JIT Calls
 Relevant for Scope Item: 2EM

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

R&D / Engineering
Budget Threshold Exceeded
 Create awareness if a project budget is about to be consumed.
 Situation Template Documentation
 Delivered for App: Project Control, Work Package
 Relevant for Scope Item: 1NT

Project Demand Close Failed

 Project demand close failed when work package is completed.
 Situation Template Documentation
 Delivered for App: Manage Project Demand
 Relevant for Scope Item: 4RF

Project Demand Request Failed

 Project demand request failed during work package release.
 Situation Template Documentation
 Delivered for App: Manage Project Demand
 Relevant for Scope Item: 4RF

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Sales & Distribution Sales & Distribution (continued)

Sales Quotation Is Close to Expiring
Sales Contract Fulfillment Alert
 Sales quotations are about to expire but have a low conversion rate
 Informs users when sales contracts are being fulfilled at a faster or slower rate than
 Situation Template Documentation expected
 Delivered for App: Sales Quotation  Situation Template Documentation
 Relevant for Scope Item: BDG  Delivered for App: Sales Contract
 Relevant for Scope Item: I9I (app), 4IH (situation template)
Delivery Insights for Sales Orders
 Informs users about what is happening with the handling unit of a delivery related to a sales Mass Change of Sales Docs: Jobs Complete
order. The information is based on IoT sensor values.
 Informs users when the mass change jobs for sales documents are completed
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Sales Order
 Delivered for App: Mass Change of Sales Documents
 Relevant for Scope Item: BD9 (app), 4IH (situation template)
 Relevant for Scope Item: n/a

Delivery Insights for Sales Order Items

Data Not Extracted for Order Creation
 Informs users about what is happening with the handling unit of a delivery related to a sales
 Informs internal sales representatives when the system has failed to extract file data to
order. The information is based on IoT sensor values.
sales order requests.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Sales Order
 Delivered for App: Create Sales Orders - Automatic Extraction
 Relevant for Scope Item: 4IH
 Relevant for Scope Item: 4X9

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Sales & Distribution (continued)

Data Incomplete for Order Creation
 Informs internal sales representatives about incomplete sales order requests after the
automatic data proposal has finished.
 Situation Template Documentation
 Delivered for App: Create Sales Orders - Automatic Extraction
 Relevant for Scope Item: 4X9

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Service Service (continued)

Precheck of Repair Object Delayed Inhouse-Repair Not Confirmed
 Informs customer service representatives when a repair object that has recently been  Informs customer service representatives when an in-house repair hasn’t been confirmed
created is still in status Precheck after a defined number of days. within a defined number of days.
 Situation Template Documentation  Situation Template Documentation

 Delivered for App: Perform Prechecks  Delivered for App: Manage In-House Repairs

 Relevant for Scope Item: 3XK  Relevant for Scope Item: 3XK

Service Contract Due to Expire Soon Processing of In-House Repair Overdue

 Informs customer service managers about service contracts that are due to expire in 60  Informs customer service representatives when the defined processing time of an in-house
days. repair has been exceeded.
 Situation Template Documentation  Situation Template Documentation

 Delivered for App: Manage Service Contracts  Delivered for App: Manage In-House Repairs

 Relevant for Scope Item: 43B  Relevant for Scope Item: 3XK

Service Confirmations Required Billing For Repair Object Delayed

 Informs customer service managers of goods receipts for parts or services where service  Informs customer service representatives about repair objects in status Bill for which billing
confirmations are still required. hasn’t been triggered after a defined number of days.
 Situation Template Documentation  Situation Template Documentation

 Delivered for App: Manage Service Orders  Delivered for App: Prepare for Billing

 Relevant for Scope Item: 3D2  Relevant for Scope Item: 3XK

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Service (continued) Service (continued)

Solution Order Delivery Date Changed Planned Execution Date Changed (Service Order)
 Informs the user that the delivery date in the sales order has been changed.  Informs the user that the planned execution date in service order has changed.
 Situation Template Documentation  Situation Template Documentation
 Delivered for App: Manage Solution Orders  Delivered for App: Manage Solution Orders
 Relevant for Scope Item: 4GT  Relevant for Scope Item: 4GT 

Service Item Not Completed Solution Order Item Not Delivered

 Informs the user that the planned execution date of the solution order service item has been  Informs the user that the item delivery date has been reached, but no or only partial delivery
reached and service item is not confirmed. has taken place.
 Situation Template Documentation  Situation Template Documentation
 Delivered for App: Manage Solution Orders  Delivered for App: Manage Solution Orders
 Relevant for Scope Item: 4GT  Relevant for Scope Item: 4GT 

Service Order Not Scheduled Sales Item Delivery Date Changed

 The requested service date of the solution order item date is close and the technician is not  Delivery date of the sales item in the solution order has been changed.
assigned for the requested service..
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Solution Orders
 Delivered for App: Manage Solution Orders
 Relevant for Scope Item: 4GT 
 Relevant for Scope Item: 4GT

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Service (continued) Service (continued)

Sales Item Delivery Date Reached Billing for Service Order Not Completed
 Delivery date of the sales item has reached, but no or only partial delivery has taken place.  Informs customer service managers about service orders that were released for billing, but
for which billing hasn't been completed after a defined number of days.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Solution Orders
 Delivered for App: Manage Solution Orders
 Relevant for Scope Item: 4GT
 Relevant for Scope Item: 4GT

Planned Execution Date Changed (Service Item)

 Planned execution date of the Service Item in the Solution order has changed.
Service Contract with Zero Billing Value
 Inform customer service managers of service contracts that contain one or more billing
 Situation Template Documentation
request lines with a billing value of zero.
 Delivered for App: Manage Solution Orders
 Situation Template Documentation
 Relevant for Scope Item: 4GT
 Delivered for App: Manage Service Contracts
 Relevant for Scope Item: 3MO
Planned Execution Date Reached
 Planned execution date of the solution order service item has reached and service item isn’t
Service Contract Item Due to Expire Soon
confirmed..
 Informs customer service managers about service contract items that are due to expire
 Situation Template Documentation
within a defined number of days..
 Delivered for App: Manage Solution Orders
 Situation Template Documentation
 Relevant for Scope Item: 4GT
 Delivered for App: Manage Service Contracts
 Relevant for Scope Item: 3MO

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Service (continued) Service (continued)

Service Maintenance Plan Mass Schedule Issue Transfer of Service Order Data Failed
 Informs service planners when issues occurred in the specified mass scheduling job.  Informs customer service managers when the transfer of service order data to a follow-up
process (such as billing or procurement) failed or hasn't been completed within a defined
 Situation Template Documentation
period.
 Delivered for App: Mass Schedule Maintenance Plans - Service
 Situation Template Documentation
 Relevant for Scope Item: 4X5
 Delivered for App: Manage Service Orders
 Relevant for Scope Item: 3D2
Repair Confirmations Required
 Informs the customer service manager (In-House Repair) of goods receipts for parts or Project Execution Dates Changed (Solution Order)
services where repair confirmations are still required.
 Project execution dates of the project item in the solution order have changed.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Repair Orders
 Delivered for App: Manage Solution Orders
 Relevant for Scope Item: 3XK
 Relevant for Scope Item: 4GT

Planned End Date Is After Due Date

Project Execution Dates Changed (Solution Order Item)
 Informs customer service managers when the planned end date of a service order item is
 Project execution dates of the project item in the solution order have changed. It is used
after the due date for this item.
when item relationship is maintained between project items and other solution order items.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Service Orders
 Delivered for App:  Manage Solution Orders
 Relevant for Scope Item: 3D2
 Relevant for Scope Item: 4GT

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Situation Handling Use Cases (Situation Handling Templates) Overview

Service (continued)
Project Net Value Changed
 Net value of the project item has changed.
 Situation Template Documentation
 Delivered for App: Manage Solution Orders
 Relevant for Scope Item: 4GT

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Sourcing and Procurement Sourcing and Procurement (continued)

Cash Discount at Risk Contract Is Ready as Source of Supply
 Notify in advance on cash discount at risk, if supplier invoices are blocked for payment  New or updated contract available for usage in purchase requisition.
 Situation Template Documentation
 Delivered for App: Manage Supplier Invoices
 Delivered for App: Manage Purchase Requisitions – Professional
 Relevant for Scope Item: 2TX
 Relevant for Scope Item: BMD

Due Date Reach Soon

Low Number of Quotations Received
 Notify in case an invoice is blocked for payment and overdue soon.
 The RFQ submission deadline is approaching. You might want to contact suppliers that
 Delivered for App: Manage Supplier Invoices haven‘t yet submitted a quotation.
 Relevant for Scope Item: J13  Video: Low Number of Quotations Received
 Situation Template Documentation
Catalog Item Proposal Is Ready to Use  Delivered for App: Manage RFQs
 The following Item is recommended to be added into Procurement Catalog. The  Relevant for Scope Item: 1XF
recommendation is based on the free-text item usage in purchasing documents.
 Video: Catalog Item Proposal Is Ready to Use Confirmation Is Overdue for PR Item
 Delivered for App: Manage Catalog Item Recommendations  Confirm purchase requisition item, as the delivery date is in the past.
 Relevant for Scope Item: 2XW  Delivered for App: Confirm Receipt of Goods
 Relevant for Scope Item: 18J

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Sourcing and Procurement (continued) Sourcing and Procurement (continued)

Pending Supplier Confirmation Quantity Deficit in Supplier's Delivery
 Inform operational purchasers automatically when the designated suppliers have not  Based on the supplier’s delivery confirmation, a certain quantity of materials will not be
confirmed delivery of purchase order items during the monitoring period. delivered on the scheduled delivery date.
 Video: Quantity Deficit in Supplier’s Delivery
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Monitor Supplier Confirmations
 Delivered for App: Manage Purchase Orders
 Relevant for Scope Item: 2TX
 Relevant for Scope Item: 2TX

Quantity Contract Consumption Prediction

Expiration of Central Contract
 Reminder when a purchase contract is nearing the predicted expiration date.
 Central purchase contract will expire soon.
 Delivered for App: Manage Purchase Contracts
 Delivered for App: Manage Central Purchase Contracts
 Relevant for Scope Item: 1QR
 Relevant for Scope Item: 2ME

Central Contract Item Consumption Overdue Centrally Managed PO Items

 Central contract item will soon be fully consumed overdue.  The delivery date of the centrally managed purchase order item is overdue.

 Delivered for App: Manage Central Purchase Contracts  Delivered for App: Manage Purchase Orders Centrally

 Relevant for Scope Item: 2ME  Relevant for Scope Item: 2XT

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Sourcing and Procurement (continued) Sourcing and Procurement (continued)

Delivery Insights for Ordered Items Supplier Proposal Rejected
 Informs purchasers when the current state of the handling unit that contains ordered items  Informs users that the supplier they proposed is rejected.
deviates from the set measures. The information is based on IoT sensor values.  Situation Template Documentation
 Situation Template Documentation  Delivered for App:  Manage Preferred Supplier LIsts
 Delivered for App: Manage Purchase Orders  Relevant for Scope Item: 4RI

 Relevant for Scope Item: 4IH

Low Number of Received Quotations (Sourcing Projects)
New Supplier Proposed  Informs users that the Sourcing Project submission deadline is approaching, but only a low
number of quotations have been received.
 Informs purchaser when a new supplier is proposed for a supplier list.
 Situation Template Documentation
 Situation Template Documentation
 Delivered for App: Manage Sourcing Projects
 Delivered for App: Manage Preferred Supplier LIsts
 Relevant for Scope Item: 4RD
 Relevant for Scope Item: 4RI

Supplier Quotation Created (Sourcing Projects)

Supplier Proposal Accepted  Informs users that a new supplier quotation has been created for sourcing project..
 Situation Template Documentation
 Informs users that the supplier they proposed is accepted.
 Delivered for App:  Manage Sourcing Projects
 Situation Template Documentation
 Relevant for Scope Item: 4RD
 Delivered for App: Manage Preferred Supplier LIsts
 Relevant for Scope Item: 4RI

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Sourcing and Procurement (continued)

Negotiation Deadline is Approaching
 Informs users that a new supplier quotation has been created for sourcing project..
 Situation Template Documentation
 Delivered for App:  Manage Sourcing Projects
 Relevant for Scope Item: 4RD

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Enterprise Contract Management Cross Application (continued)

Status Synchronization Not Successful Document Content Copy Pending
 During health synchronization for relationship, one or more legal transaction was not  Informs users about the failure that occurred during the copying of document content
synchronized with the current legal transaction. in Create with Reference process. Go to the Display Logs of Documents facet in
 Situation Template Documentation legal transaction to know more about the errors that occurred.
 Delivered for App: Manage Legal Transactions  Situation Template Documentation
 Relevant for Scope Item: 1XV  Delivered for App: Manage Legal Transactions
 Relevant for Scope Item: 1XV
Status Synchronization Failed
 Legal transaction was not synchronized successfully. To see error details, choose “Notifications” Document Content Copy Failed
in the “Relationships” facet.
 Informs users about the failure that occurred during copy of document content in
 Situation Template Documentation
Create with Reference process. Go to the Pending Actions of Documents facet in
 Delivered for App: Manage Legal Transactions legal transaction to know more about the errors that occurred.
 Relevant for Scope Item: 1XV  Situation Template Documentation
 Delivered for App: Manage Legal Transactions
Status of Completed Phase Changed  Relevant for Scope Item: 1XV
 Status of one or more phases has changed to 'Completed (Revision Needed)' as the completion
criteria is no longer valid.
 Situation Template Documentation
 Delivered for App: Manage Legal Transactions
 Relevant for Scope Item: 1XV

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Cross Application Cross Application (continued)

Data Migration Is Completed Unavailable Team Member in Resp. Mgmt
 Data migration is complete. Please check the results for verification.  Inform the team owner that a responsible team member is unavailable.
 Delivered for App: Data Migration Status  Delivered for App: Manage Teams and Responsibilities
 Relevant for Scope Item: BH5  Relevant for Scope Item: 1NT

Digital Access License Consumed Multiple Matches in Supply Protection

 The usage of digital access license has exceeded the entitlement. Please renew the license to
continue using this service.  Detects multiple matches of consuming document items in supply protection.

 Delivered for App: License Compliance Digital Access  Situation Template Documentation

 Delivered for App: Manage Supply Protection
Digital Access License Usage Warning  Relevant for Scope Item: 1JW
 Your digital access license usage is over 80% of the entitlement. Please renew the license soon
if you want to continue using this service.
 Delivered for App: License Compliance Digital Access

Output Item Processing Error

 Once a day all processed output items are checked. If there are errors, a situation is triggered.
 Delivered for App: Manage Output Items
 Relevant for Scope Item: 1LQ

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Industries in SAP S/4HANA Cloud IoT

Public Sector Handling Unit IoT

 Inform customer service managers of service contracts that contain one or more billing
Budget Threshold Exceeded (Budget Management) request lines with a billing value of zero.
 Informs budget specialists when budget thresholds are exceeded (based on Public Sector  Situation Template Documentation
Budget Management for own budgets - not applicable for grant-related budgets).  Delivered for App: Monitor Handling Units
 Relevant for Scope Item: 3QE  Relevant for Scope Item: 4IH, 4MM

Grant Budget Threshold Exceeded

 Informs grant specialists when budget thresholds are exceeded (based on Grant
Management - not applicable for own budget).
 Situation Template Documentation
 Delivered for App: Grant Budget Overview
 Relevant for Scope Item: 4GY

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SAP S/4HANA Cloud 2202
Situation Handling Use Cases (Situation Handling Templates) Overview

Message-Based Situation Handling Finance Contract Accounting (continued)

Finance Contract Accounting Business Critical Master Data Errors in Application Jobs
 Situation Template Documentation
General Business Critical Errors in Application Jobs  Displayed in app: My Situations - Message-Based
 Situation Template Documentation  Relevant for Scope Item: 2AR
 Delivered for app: Receivables Management and Payment Handling
 Relevant for Scope Item: 2AR Business Critical SEPA Errors in Application Jobs
 Situation Template Documentation
Business Critical Customizing Errors in Application Jobs  Displayed in app: My Situations - Message-Based
 Situation Template Documentation  Relevant for Scope Item: 2AR
 Displayed in app: My Situations - Message-Based
 Relevant for Scope Item: 2AR Monitor General Business Critical Errors in Application Jobs
 Situation Template Documentation
Business Critical Locks in Application Jobs  Displayed in app: My Situations - Message-Based
 Situation Template Documentation  Relevant for Scope Item: 2BG
 Displayed in app: My Situations - Message-Based
 Relevant for Scope Item: 2AR

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