Excel CRM & SAP MM Integration

Замовник: AI | Опубліковано: 09.11.2025

I need a single, well-structured Excel solution that doubles as a lightweight CRM and as an interface to SAP MM. Inside the workbook I want full contact management, sales tracking and customer support workflows. Leads, opportunities and support tickets should all sit in dedicated sheets yet remain connected through formulas or VBA so I can see a 360-degree view of every customer with minimal manual input. On the SAP side, the same file must let me handle inventory management, procurement processing and invoice verification. Typical actions will include pulling real-time stock levels, creating or updating purchase orders, and reconciling invoices against goods receipts. A direct RFC/BAPI approach is preferred, but I will accept a clean export/import routine if it keeps the process reliable and secure. Deliverables • Custom Excel workbook with the CRM tabs fully operational • VBA or Power Query scripts that read from and write to SAP MM for inventory, PO and invoice data • Quick-start guide (PDF or inline sheet) explaining configuration and day-to-day use • Short hand-off session to verify data flows, field mappings and error handling Acceptance criteria The workbook must (1) store at least 5 000 contacts without lag, (2) post a test PO into SAP MM and retrieve its GR/IR status, and (3) display a consolidated dashboard of open sales, support cases and material availability—all without external add-ins beyond standard SAP libraries. If these points are clear and you have proven experience with both advanced Excel automation and SAP MM BAPI/IDoc integration, the project is ready to start immediately.