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Print - SAP CRM Technical Tutorials by Naval Bhatt._ SAP CRM Tutorials

Print - SAP CRM Technical Tutorials by Naval Bhatt._ SAP CRM Tutorials

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5/24/12
SAPCRMTechnicalTutorialsbyNavalBhatt.:SAPCRMtutorialsShareReportAbuseNextBlog»CreateBlogSignIn
SAPCRMTechnicalTutorialsbyNavalBhatt.
SAPCRMTutorialsInterviewQuestions.SAPJobpagesShowingpostswithlabelSAPCRMtutorials.ShowallpostsMonday,May21,2012
AnintroductionaboutIPC
SAPCRMusesIPCtodeterminepricinginformationwhencreatingabusinesstransaction,suchasaquotation,salesorder,serviceprocessoracontract.Forexample,thesystemautomaticallydeterminesthegrosspriceandthediscountsandsurchargesthatarerelevantforaspecificcustomerorforaparticulardate,inaccordancewiththevalidconditions.Fromatechnicalpointofview,pricinginCRMstilluseconditiontechniquetoperformpricing.Hereyoucanfindalinkaboutconditiontechniqueandtheprocesswhendeterminingtheprice.Referencehttp://help.sap.com/saphelp_crm60/helpdata/en/51/0302403d62c442e10000000a1550bO/frameset.htmIfyourcompanyhasalreadygotERPsystemonline,youcandirectdownloadtheconfigurationdatatotheCRMsystemusingCRMmiddleware.Theconfigurationdatacontainspricingprocedure,conditiontype,accesssequence.TheconditionmasterdatacanalsobedownloadedtotheCRMside.IfyourcompanyusesthestandaloneCRMsystem,theconsultantwillneedtoconfigureelerythinginCRMdirectly.IPC(lntemetPricingandConfigurator)isthecorepartofpricing.TheIPCensuresintegratedpricecalculation,regardlessofwhetherpricesarecalculatedforabusinesstransactioninCRMEnterprise,inTelesales,orinSAPE-Commerce.IwillpostanewblogtomakeanbriefintroductiontoIPC.TheCRMapplicationscommunicatewithIPCusingpricingcommunicationstructure.Usually,thestandardstructurefielddoesnotmeettherequirement.Weneedtoaddcustomfieldduringpricingprocess.Forexample,weneedtodeterminepriceaccordingtoproducthierarchywhichisnotcontainedinthecustomcommunicationstructure.Inthiscase,weneedtodosomeenhancementtopasscustomfieldtothecommunicationstructure.SAPprovideanBADInamed'CRM_COND_COM_BADI'forthispurpose.Iwillalsopostanewarticletocovarthisrequirement.SAPInternetPricingandConfigurator(SAPIPC)isusedinnumerousSAPapplicationstoconfigureproductsthroughtheInternet.SAPIPCbelongs,technicallyspeaking,toSAPCustomerRelationshipManagement(SAPCRM),butitcanalsobeinstalledseparatelyonitsowndatabase['standalone").
As
ofSAPCRM5.0theSAPIPC7.0isacomponentoftheApplicationPlatform(AP).ComparedtothepreviousreleasethatisSAPIPC4.0,thetechnologyhasbeenswitchedtoSAPVirtualMachineContainer(VMC),whichispartoftheSAPWebApplicationServer(SAPWebAS)andSAPNetWeaver2004s.InstallationofaseparatedatabaseisnotrequiredasSAPIPC7.0ismovedtotheSAPWebAS.ThiswasdoneinordertouseVMC.IPCsupportsthesamefunctionalitylikeR/3pricingandVC(variantconfiguration)anditisthefirstJavaapplicaitonthatrunsintheVMC(virtualmachinecontainer).Itcomprisesbelowparts:
seE
SalesConfigurationEngineSPESalesPricingEnginePMEProductmodelingEnvironmentIPCalsocontainsanJSPapplicationthatisintegratedintoERPECOandCRMwebchannel.UsethisJSPapplication,internetcustomercaneasyconfigureanconfigurablematerialinthebrowser.sapcrmtutorial.blogspot.com/search/label/SAPCRMtutorialsSAPCRMrelatedlinks...Askforonlinehelphere.....YouarenotcurrentlyloggedintoGoogleTalk.Sign
In
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May(10)ImportantmiddlewaretransactionsAnintroductionaboutIPCTerritoryManagementQuestionsforCRMcertificationPart1.Codeforcheckingtheactiontriggered.AccountClassificationBasiccodefordatetypevaluesetting.BasicsofCRMUIcomponentprogramming.CRM-changedocumentappointmentdate
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SAPCRMTechnicalTutorialsbyNavalBhatt.:SAPCRMtutorialsPostedbyNavalBhattat8:25AM0comments
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Labels:crmtutorials,interetpricing.,IPC,sapcrmtutorial,SAPCRMtutorialsSunday,May20,2012
TerritoryManagement
TerritoryManagement
ThereareseveralscenariosforwhichyoucanuseTerritoryManagement(TM)'TerritoryManagementisusedmostforreportingandforthedeterminationoftheemployeeresponsiblewifhinbusinesstransactions.Youstartbycreatingahierarchicalterritorystructurethatdescribesyoursalesareas.Youcandescribetheterritoriesusingattributeslikesalesorganization,countryoftheBusinessPartner(BP)andpostalcodeoftheBP.Aftercreatingyourterritorystructureyoucanassignpositionsoftheorganizationalmodeltoyour
territories.
ThesystemwilldetermineBusinessPartnerassignedtothepositionsandlinkthemtotheterritory.Thiswayyouareabletolinkpersonstotheirresponsibleterritories.Formorebusinessscenario'sseeforinstancethefollowingblog.
UseofTerritoryManagement
TobeabletounderstandTMyouneedtoknowhowthedatacanisusedinCRM.Youcanusethedataduringtransactionprocessing.Thatcanhappeninthreeways.
1.
DeterminetheemployeeresponsibleusingTerritoryManagementForemployeedetermination,youhavedefinedtheaccesssequenceIMG:CustomerRelationshipManagement
->
BasicFunctions
->
PartnerProcessing
->
DefineAccessSequencesUseaccesssequence0030(PrecedingDocument->TerritoryManagement->User)basedonthesource,partnerdeterminationoriginCRM_PARTNER_M,BusinessPartnerfromTerritoryManagement.Basedontheattributesofthepartnerfunctionsource(inaccesssequence0030,thisisthesold-toparty),thesystemdeterminestheterritory.Thesystemthendeterminestheemployeeresponsibleassignedtotheterritory.2.DetermineterritorybasedonemployeeresponsibleWhenyoursalesrepresentativewhoworkswithsalesorders,createsabusinesstransaction,andhasinformationabouttheemployeeresponsible,theterritorymanagementfunctionalityautomaticallydeterminestheterritoryforthebusinesstransaction.Thesystemcandetermineterritoriesbasedonthepartnerfunctioncategory.Youcanactivateterritorydeterminationforpartnersinbusinesstransactions.YoudothisbymaintainingtheviewCOMV_PARTNER_FT4ntransactionSM30.Inthestandardsystem,thesesettingsaremaintainedforthefollowingpartnerfunctioncategories:0005(employee)0008(personresponsible)3.AutomaticallymaintainrelationshipsonthebusinesspartnerYoucanalsochoosetousetheterritorymanagementdatatomaintainrelationshipsonthebusinesspartner.YouneedtohavedefinedthepartnerfunctioninthepositionassignmentinTerritorymanagement.
-
D~Wo!O>R_
~1§.
ByrunningreportCRMTERRMANEMPASSIGNthesystemcreetesrelatlonshipsonthebusinesspartner.Nowtheemployeesthatareresponsibleforabusinesspartneraredirectlyvisibleonthebusinesspartneroverview.Therelationshipscanofcoursealsobeusedinthenormalpartnerdetermination.
SettingupTerritoryManagementCustomizing
ThefollowingCustomizingstepsneedtobeexecutedtobeableworkwithTM.Basiccustomizingforterritories
1.
DefineNumberranges-Ifyouwantthesystemtomaintainaninternalnumberrangesfortheterritories.sapcrmtutorial.blogspot.com/search/label/SAPCRMtutorialsHowtousemessagesinCRMwebUI~April(10)~March(28)~February(13)~January(10)
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SAPCRMTechnicalTutorialsbyNavalBhatt.:SAPCRMtutorials
2.DefineTerritoryHierarchyLevels.
DisplayView"C'efiineTerritorylHierarchy"';Overview
--
O~n~
~rr:tm
f.ller;!r(fI:r
lmil
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Thelengthofyouterritorykey~perlevel.
DisplayView"OefineTerritoryHieif<nchy":Oetails
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Iwouldrecommendtomaintaintheterritorykeysmanuallyandtokeepalogicalstructure.Keepinmindthatthetotalstructure(appendcodesfromtoptobottominthetree)shouldnotexceed30positions.Foranexamplelookatthescreenshotinthecreateterritorysection.3.MaintainTerritoryAttributes4.AssignPartnerFunctiontoAssignmentFunctionCategory-Youneedtodothiscustomizingtobeabletospecifyapartnerfunctionwhenyouassignaspositiontoaterritory.
SettingupBRF+
SinceCRM7.0TMusestheBRF+(BusinessRuleFramework).Thismeansthatattributesarenolongerassignedto
terrltorlqs,
asinpreviousversionsofCRM,butrulesarecreatedtodescri5eaterritory.TosetupBKF+,thefollowingactionsstepsneedtobedone.
1.
Maintainattributesinclient000IMG:CRM->MasterData->TerritoryManagement->TerritoryAttributes->MaintainTerritoryAttributes2.ImplementSAPNote1316872sotheattributesaretransferredtotheBRF+layerinallotherclients.3.ImplementSAPNote1362549soyoucancreaterulepolicies,rulesetsandrulesintherequiredsystem(development,quality,orproductionsystem).CheckifrulepolicytypeTMisavailable.
1.
YouhavesettherulepolicytypeforTerritoryManagementtoTM.IMG:CRM->Cross-ApplicationComponents->RuleBuilder->DefineRulePolicyTypes.Territorymanagementisnowsetupforusebythebusiness.
MaintainingTerritoriesandRules
CreationofRuleSet.Allterritoryruleswillbebundledinaruleset.YouneedtosetupthisRulesetbeforeyoucancreateanyrule.1.IntheNavigationbaroftheSALESPRObusinessrole,choose
SalesOperations
->
RulePolicies
for
RuleBuilder.
2.ClickNewandselectRulePolicyTypeasTM.Enterasuitabledescriptionfortherulepolicyandselectthenodetocreatearuleset.3.Enterasuitabledescriptionfortherulesetandsaveyourentries.Createthenecessarynumberofrulesets,dependingonyourbusinessneeos.
sapcrmtutorial.blogspot.com/search/label/SAPCRMtutorials
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