Integration · SAP S/4HANA
AI quote and sales order automation for SAP S/4HANA
ERP Agent is an AI agent for SAP S/4HANA that turns customer requests from email, PDF and Excel into sales quotations and sales orders. It identifies the right material for each line in your product master, gets that customer’s price from your S/4HANA pricing and creates the document through SAP’s standard OData APIs once a rep has approved it. We set up the connection for your company during onboarding.
What ERP Agent reads from SAP S/4HANA
Everything goes through SAP’s released OData APIs for sales and master data, the same APIs SAP documents on the SAP Business Accelerator Hub. No screen automation, no custom tables.
| S/4HANA data | Standard API | What the agent does with it |
|---|---|---|
| Product master: materials, descriptions in each language, sales units | Product Master (API_PRODUCT_SRV) | Identifies the right material for each request line; a German request finds materials described in English |
| Business partners and customers, with their sales area data | Business Partner (API_BUSINESS_PARTNER) | Finds the sold-to party behind the request and the sales organisation, distribution channel and division to quote from |
| Customer materials | Customer Material (API_CUSTOMER_MATERIAL_SRV) | A line written with the customer’s own material number lands on your material |
| Customer prices | Sales Order – Simulate (API_SALES_ORDER_SIMULATION_SRV) | S/4HANA calculates each line with your own pricing for that customer and quantity; the simulation saves nothing |
Condition records can also be read through the Condition Record for Pricing in Sales API (API_SLSPRICINGCONDITIONRECORD_SRV) where that suits your setup better.
What ERP Agent writes to SAP S/4HANA
| Document | Standard API | What is created |
|---|---|---|
| Sales quotations | Sales Quotation (API_SALES_QUOTATION_SRV) | The approved quotation: header with sold-to and ship-to party, and one item per line with material and quantity |
| Sales orders | Sales Order (API_SALES_ORDER_SRV) | The approved sales order with its items in a single request, the customer’s PO number in the customer reference |
Master data, condition records and customer materials are only read. The agent writes nothing but the quotations and orders your team has approved.
Can an AI agent automate quotes and sales orders in SAP S/4HANA?
Yes. ERP Agent takes over the slowest part of sales order processing in S/4HANA: turning a customer’s email, PDF or spreadsheet into a document with the right materials, the right sales area and that customer’s prices. It works on top of S/4HANA and creates the sales quotations and sales orders your inside sales team would otherwise enter line by line. A rep approves every one.
In a large distributor, the product master is big, maintained in several languages and sold through more than one sales organisation. The customer writes “bearing 6205 2RS C3” or their own part number. Someone has to work out which material that is and what this customer pays. According to our case study, a sales rep spends on average 4–7 minutes per line when creating quotes and orders by hand. With the agent doing that groundwork, customers get answers sooner and your team spends its time on customers, not on keying lines. See what manual entry costs you with the quote cost calculator.
How does SAP S/4HANA quote automation work?
A request reaches the agent
Reps forward the customer’s email to your company’s agent mailbox, or paste it into the web app as it is and choose sales quotation or sales order. PDF (scanned too), Excel, CSV, Word and images all work. Your own systems can send requests through the REST API or MCP server.
Customer and materials are identified
The agent finds the business partner from the company name or email domain and alerts the rep if none matches. Abbreviations, dimensions, standards and customer part numbers are mapped to materials in your product master, and candidates that contradict a stated size, voltage or pressure class are pushed down. A line too vague to identify goes on your placeholder material with the customer’s wording kept, never a guess.
S/4HANA prices each line
The agent asks S/4HANA for the price through a pricing simulation, so the net price on the draft is the one your pricing procedure gives this customer for this quantity. If the rep changes a price in review, it goes onto the item as a manually entered pricing element.
A rep reviews the draft
Lines appear as they are matched. The rep checks the marked ones, takes an alternative where needed and approves. A delivery address that differs from the customer’s ship-to party is flagged.
The document is created in S/4HANA
Every material number is checked first, then the quotation or order is created with one OData request and S/4HANA returns the document number. A short countdown lets the rep cancel. The lines your team sends teach the agent, so the next time a customer writes the same thing, it picks the same material.
Example: an emailed RFQ becomes an S/4HANA sales quotation
A maintenance contractor emails an Excel list to a distributor of bearings and power transmission parts; the rep drops it into the web app and chooses sales quotation.
“Please quote the attached for the line 3 shutdown, delivery to our Rotterdam site.”
- 40 x bearing 6205 2RS C3
- 12 x V-belt SPZ 1250
- 6 x pillow block UCP 208
- 25 x cust. no. KX-3318
- 2 x coupling for 7.5 kW motor, shaft 38 mm
| Request line | Proposed S/4HANA material | Qty | Match | Note |
|---|---|---|---|---|
| bearing 6205 2RS C3 | Deep groove ball bearing 6205-2RS, C3 clearance | 40 | 96 | Sealed both sides and C3 clearance, as written. |
| V-belt SPZ 1250 | Narrow V-belt SPZ 1250 Lw | 12 | 93 | Read as reference length 1250 mm. |
| pillow block UCP 208 | Pillow block unit UCP208, cast iron housing, 40 mm bore | 6 | 95 | Housing and insert as one unit, as this customer orders it. |
| cust. no. KX-3318 | Taper bush 2012, 30 mm bore | 25 | 98 | The customer’s own number, found through the customer material record. |
| coupling for 7.5 kW motor, shaft 38 mm | Jaw coupling hub, 38 mm bore | 2 | 72 | Coupling type not stated: the jaw coupling this customer bought before is proposed, a tyre coupling offered as an alternative. Marked for review (under 80). |
Illustrative example with sample materials, numbers and scores. The Rotterdam delivery address is flagged because it differs from the customer’s ship-to party; in a real draft, each line also carries the customer’s price from S/4HANA.
What the rep sees before anything reaches S/4HANA
- A match score from 0 to 100. Lines under 80 are marked, so review starts where judgement is needed. How the match score works.
- Reasoning. Open a line to see why the agent chose that material.
- Alternatives. Runner-up materials are kept for every line; take one instead.
- Quote chat. Add or remove rows or change quantities and prices, then approve or reject each proposed edit line by line.
- Your team stays in control. The rep approves the draft before it is created in S/4HANA, and nothing reaches a customer without approval.
The OData APIs move the data. ERP Agent makes the decisions.
API_SALES_QUOTATION_SRV creates a quotation once it is given a sold-to party, a sales area, and a material and quantity for every item. The customer’s email contains none of those: it has a company name, a site in Rotterdam and “coupling for 7.5 kW motor”. Getting from one to the other is the work your inside sales team does today.
That is the part ERP Agent brings: identifying the materials, pricing them from S/4HANA, the review screen and learning from every approved line, with no matching logic for your team to build or maintain.
Security and control
- GDPR-compliant. ERP Agent is GDPR-compliant, and models run with zero data retention. See security.
- Access scoped to the work. Before setup, we agree which data the agent needs and which systems it can access.
- SAP’s own authentication. On S/4HANA Cloud Public Edition the agent connects through a communication arrangement with its own communication user, authenticated by user and password, client certificate or OAuth 2.0.
- A person approves. By default nothing is written to S/4HANA before a rep has reviewed the draft, and the agent never sends anything to a customer on its own.
What setting up the S/4HANA connection involves
We set up the connection for your company during onboarding. What we need from your SAP team:
- S/4HANA Cloud Public Edition: a communication arrangement for the Sales Quotation Integration (SAP_COM_0118) and Sales Order Integration (SAP_COM_0109) scenarios, plus read access to the product, business partner and customer material APIs.
- S/4HANA in your own data centre or Private Edition: the same OData services activated in SAP Gateway and a technical user with the authorisations the work needs.
- Your rules. Quotation and order types, the sales area to use when a customer is set up in more than one, and the placeholder material for lines too vague to identify.
- Your own history. Past quotations and Outlook email history teach the agent how your customers write.
- Start the same week. Reps can work from a catalogue file and forward real requests while the S/4HANA connection is set up.
- Pricing. A setup fee plus a monthly subscription, scoped by integrations, product data and your requirements, with an itemised quote first. See pricing.
ERP Agent in numbers
- 4–7 min
- per line to create quotes and orders by hand, according to our case study
- 95%
- average automation across our customers
- 3–8 min
- for the agent to prepare a typical request
- 1–3 min
- in fast mode, for requests of up to about 50 lines
Built for distributors on SAP S/4HANA
ERP Agent is the first agentic AI layer for wholesale distribution ERP systems. On S/4HANA, that means it works on top of the system you already run: quotations and orders are ordinary S/4HANA documents your team opens, changes and converts like any other, with no replacement project.
What the agent checks on each line depends on your trade: grades and lengths for steel stockholders, DIN and ISO codes for fastener distributors, sizes and ratings for industrial supplies and electrical wholesale. ERP Agent is live with steel, HVAC and fastener distributors.
S/4HANA, Business One or another system
ERP Agent integrates with Business Central, SAP, NetSuite, Visma, IFS, Sage and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week. Running SAP Business One instead? See SAP Business One quote and order automation, or browse all integrations.
Frequently asked questions
Does ERP Agent work with SAP S/4HANA?
Yes. ERP Agent reads products, business partners, customer materials and prices from S/4HANA and creates sales quotations and sales orders through SAP’s standard OData APIs. We set up the connection for your company during onboarding.
Does ERP Agent replace Joule or other SAP AI features?
No. Joule is SAP’s AI copilot across SAP applications. ERP Agent adds a dedicated agent for the quoting and order-entry work: it reads the customer’s request as written, identifies materials from shorthand and customer part numbers, prices them from S/4HANA, shows every line with a match score and reasoning, and learns from what your team sends.
Which S/4HANA editions does it work with?
SAP S/4HANA Cloud Public Edition, Private Edition and S/4HANA run in your own data centre. The sales quotation, sales order and master data APIs ERP Agent uses are part of SAP’s standard OData APIs in each.
What does ERP Agent need access to in S/4HANA?
Read access to products, business partners, customer materials and pricing, and permission to create sales quotations and sales orders. We agree the exact scope with you before setup.
Where do the prices on an S/4HANA quotation come from?
From your S/4HANA pricing. The agent runs a pricing simulation for the customer and quantity, so the draft shows the price your own conditions give. The rep can review and edit any price before approving.
Does it create sales orders as well as quotations?
Yes. In the web app the rep chooses sales quotation or sales order for each request; emails forwarded to the agent mailbox become the document type your company has chosen. For customer purchase orders arriving by email, see purchase order to sales order automation.
How do we get started?
Book a call and bring a few real requests. Reps can start the same week from a catalogue file while we set up the S/4HANA connection during onboarding; S/4HANA prices and documents created directly in S/4HANA follow as soon as the connection is live.
Related
- ERP integrations for AI quote and order automation, on any ERP system
- AI quote automation for distributors and wholesalers
- Order entry automation for distributors: customer POs to sales orders
- Purchase order to sales order automation for wholesale distributors
- AI quote and order automation for SAP Business One
- AI quote and order automation for Dynamics 365 Finance & Supply Chain Management
Let’s look at your quote workflow
Bring a request from your inbox
Book a 30-minute call with a few real requests; we’ll show how the agent handles them and what connecting your S/4HANA involves.
- Your requests and product catalogue
- Your pricing and review process
- A clear scope for the next step
Lauri Pelkonen
Founder & CEO
Book a 30-minute call Request a demo by emailOr use the address directly