Symptom
You have an Opportunity Follow-Up Integration Scenario in place.
When a Sales Quote is created in SAP S/4HANA, the external Sales Quote ID appears in the Document Flow of the Opportunity in SAP Sales Cloud Version 2.
However, since the Sales Quote is managed in S/4HANA, you want to view the S/4HANA printout (PDF) of what was sent to the customer.
The Print Preview option does not appear.
Environment
- Sales and Service Cloud Version 2
- ERP
- S4Hana
Cause
The PDF preview feature is already available for:
- Sales Quote follow-up cards
- Sales Order follow-up cards
in Opportunity and Quote Documents.
If the preview is missing, the integration for fetching the PDF from S/4HANA is not deployed.
Resolution
To enable PDF preview for S/4HANA Sales Quotes:
- Deploy the integration flow:
Retrieve Follow-up Sales Document PDF from S/4HANA
in SAP Cloud Integration.
This iFlow retrieves the PDF from S/4HANA and makes it available in the Sales Cloud UI.
See Also
If you need PDF previews for non-Sales Cloud Version 2 objects (e.g., Outbound Delivery, Invoice):
- This feature is not supported in Document Flow.
- As an alternative:
- Configure External Links for each object.
- This allows users to navigate to the source system for additional details or access the PDF via an externalized link.
Keywords
PDF preview;CNS;Retrieve Follow-up;external link , KBA , CEC-CRM-INT , Integration for SAP Sales/Service Cloud , Known Error
SAP Knowledge Base Article - Public