SAP-CRM (7.0) SUN SURYA VECHNG. < SAP- CRM(7.0) pyMr,. Srinivas team Lead 6 Years Real Time Exp. suN UREA, lew GIES SUN SURYA TECHNOLOGIES # 206, ANNAPURNA BLOCK, ADITYA ENCLAVE, AMEERPET, HYD. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.TECHS! SUB SURYA SUN SURYA TECHNOLGIES SAP-CRM (7.0) QUIN yun uF SUB SU 2 GIES SUN SURYA TECHNOLGIES ‘SUN SURYA TECHNOLOGIES Phy; 040-69996677, 9246188809.SUN SUE. SUN SURYA TECHNOLGIES SAP-CRM (7.0) 1 CRM BASIC MASTER DATA ‘+ Business Partners and BP Relations % PRODUCTS % Maintain Organization Structure, Organization Determinati Roles to Positions. jon of business partner: 1. A general term used to refer toa party in which a company has a business interest. Mt a includes accounts, contacts, and employees. z organization but with whom.a business interest exist. 2. Annatural or legal person-or a group of natural or legal persons, not part of the business z a 3. Aperson, organization; = of pegons, or or group of organizations in which a company has a business interest: Business Partner: In age terms Business Partner is called customer of the company depending upén the scenarios BP's change accogtiney. Business partners are only created in connection.with BP roles. . All the entities that are a part of business transaction either from Orgattization perspective or Customers perspective should be treated as Business Partners'in CRM. This can also be a person, orgapization or group within this company. Gesu Bh eee Business Partners are classified into 3 Categories 1. Person 2. Organization 3. Group SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809,SUN SURYA TECHNOLGIES SAP-CRM (7.0) 2 Business Partner Categories Person | 3 ‘business partner may be peson soup of eel oF organization witha corsn basing © 5 ‘The classification ofa business partner as a natural person (For example. a private person). group oF partner category A group specifies a shared living arrangement, ‘ge fotsou, Jor eAtupie, wepar lent cae the BUSINESS arred couple, or an executive board, ‘When a group is created. the coresponsing partuer group type must be entered. ‘Toe organization represents units such as company. a department of a company aelub, of an association In addition oa legal person, parts of «legal person can be mapped asa business parmer. Organization js an umbrella term for mapping every kind of siuaton inthe day-to-day business activites. Therefor, {branch o purchasing department, for example, represents just parts ofa legal person. ‘The business partner ealegory must be defined when creating a new business partner and it eanot be changed ater on. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-60996677, 9246188809.ay & a te: SUN SUN SURYA TECHNOLGIES SAP-CRM (7.0) 3 ROLES OF BUSINESS PARTNER: For every Business Partner there is specitic role. By default syst Business Partner GENERAL so we have to change accordingly else th saved Business Partners Roles: These are the general business partner roles whit generally. Sold To Party Ship To Party Bill To Party Payer. % Employee Responsible SUN SURYA TECH BASIC SCREEN OF BUSINESS PARTNER: of. aaa a Va st Came RSP Pe aE: Concept of Business Partner Roles: In the dialog you can assign a business partner role to a business partner in order to specify its function. You define BP roles in Customizing. A program can access specific business partner roles for a business partner business partner role category. You likewise define BP role categories in Customizing. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES 140-69996677, 9246188809.SUH SURYA TECHS SUN SURYA TECHNOLGIES SAP-CRM (7.0) 4 The business partner view and are defined in the Business Data Toolset (BDT) and are used for screen control that you can define using the assignment to a BP role in Customizing. Use this, for example, to control which business partner data should be displayed in the dialog ‘when the relevant role has been selected, The business partner role grouping allows you to group together several BP roles for selection in the dialog. ‘A program can access specific business partner role groupings using the business partner role ‘grouping category. You also define the BP role groupings and BP role grouping categories in ‘Customizing. To ensure that a business partner does not take on certain roles simultaneously, you can groups. together several BP roles in a business pariner role exclusion group in Customizing You should not particularly, mextfy or ebange the role categories delivered by SAP because SAP programs may access them direct 3 Define Number Rajiges . In this process, youdefing the number i rals for activities, opportunities, and other aio gem nt aa When creating a iransaction, a clea number is proposed} which élearlyidentifies the transaction: The number comes fromthe number range aye set for the corresponding business transaction type in Customizing. “© There ar two possibile forte type offiumber assignment a Gi E © Internal number assignimierit "ssn sea ‘The SNP RET ut Ahi CHR AM seen Be ht TAR FF Ph def gaaeeim pe oe You propose a number from the external number range manually. STfinFe range Note: You enter the number ranges for the business transaction types in Customizing. If you enter a ‘number for intemal and external number assignment, number assignment can be carried out for corresponding transactions according to both possibilites. Within the Intemet scenario, you should set intemal number assignment for business transactions in the CRM system. For intemal number assignment, the document number is automatically proposed by the system within a specific interval. Since the sales orders are transferred from the CRM system to the ERP system, you should set extemal number assignment in the ERP system - this means mumber assignment which is not proposed ‘automatically by the system. ‘The interval for internal assignment in CRM should be the same as for external number assignment in ERP. In this way, you can make sure that the sales orders have the same number in the CRM system and the ERP system. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.2 < 3 5 SAP-CRM (7.0) 5 In onder to define a number assignment, you need to insert a new number 2. Enter the boundaries for the number assignment. The individual nur by a overlap. Each number can therefore only appear once, 4, Finally, enter the key for the number range in the business transaction 3. Select the number assignment in case it is proposed for external nun SAP Business Partner: Relationships Used for describing relationships between business partners, &™ Attributes describe relationships ™ Some relationships are time-dependent Business partner Business partner No. 60095 No. 62031 ‘1st May 1995 31st Merch 2003, is shareholder of 80% § of YN DMLIGLEL Definition: business partner relationship category ‘A description of the characteristics of a business partner relationship. Using relationship categories you can define activity partners and contact persons for a company, as well as certain data on members of a shared living arrangement or marriage. The latter might be necessary for liability reasons. ‘The relationship categories that you can select depend on the business partner category and on the role, Examples of relationship categories: + tis contact person for” + "is married to" AA differentiation is made between one-way relationship categories (the relationship exists between business partner 1 and business partner 2, but not vice versa) and undirected relationship categories (for example, a marriage). SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246198809.8 S 3 E § = a 5 ‘SAP-CRM (7.0) 6 BUSINESS PARTNER RELATIONSHIP CATEGORY: [Business Partner Relationship Category (Example) Contact Person Relationship E has contact person s Is contact person for j —_— a Relationship Attributes 3 |" Emptoyee | wa __Tesponsible A business partner rel Fe “Toshow that two business partners hae a particular eatonshipto one another, we sign hema HE SS relationship eatepor. bey ‘example, you can get an overview of the periods during which a particular company operated as a shareholder of an organization. ‘You can use the Business Data Toolset (BDT) to assign additional relationship categories, ‘To do this, use the BP relationships task menu which is called in the SAP GUT using transaction BUMRL SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809,‘SAP-CRM (7.0) 7 ORGANIZATIONAL MANAGEMEN Organizational Management determination of organizational data in the business transaction, You can distribute your company’s organizational structure from your le CRM Online System or create it in Customizing for CRM. This is where you make the settings for organizational management e In the section Organizational Data Determination you can maintain the determination rules and organizational data profiles that you require for automatically determining organizational units and other organizational data divisions in the CRM System, siiteh off the divi Ifyou use divisions, you shold be consistent i jing this as the business partner record requires a division inthis case for processing sales data. 2. You can show yourarganizational plan in the system. You neg only show the oxpmizationi unite sha af relevant for processag eansctons [CRM (Seles, Service, B2B). ee 3. You assign attributes to the organizational units foreach scenaio. 4. You can maintain determination mules, in which you define the deteinination exter for organizational data determination. 5. You maintain an organizational data profile and assign itt the transaction types ORGANIZATIONAL’ MANAGEMENT IN BUSINESS'SCENARIO: G i E § You ae ‘espunsivie ior mapping the organizaiionai ~ (structure of your company (marketing, sales and service) in the CRM organizational model. You have to create a new organization model, but you also have to map parts of the organizational structure of the existing SAP ERP system in. the. ‘ CRM system. You set up automatic organizational determ| to automate your sales and service precessegany much as possible. = WHAT IS ORGANIZATIONAL MANAGEMENT: ‘+ Organizational Management allows you to map the Marketing, Sales, Service Structure, ‘© Characterize your organizational units by organizational and general attributes ‘+ Define Rules to determine the responsible organizational unit. 8 3 : 5 3 a 3 s a 1. Decide whether you want to use divisions in ithe ac ge If you want to work without z “a SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES: Ph: 040-69996677, 9246188809,xy, a SUN SURYA TECHNOLGIES SAP-CRM (7.0) 8 Organizational Model In this step, you can set up an organizational model for your organizational plan) An organizational model basically consists of organizational units and their links with each other. It also contains positions that are linked to the organizational units and can be assigned to their holders (employees, users). The organizational model shows the structure of your a company in the SAP System, In CRM Enterprise you mainly show the departments relevant for Sales and Distribution and Service, Use the following activi + Create organizational mo vunlinkéd organization zational model or individual : foe Seif an orBatipational model or for assigning ie » sign attributes to the orgdhizational twnits by entering values for In both activities, you the required attribytes, e. ee Pay attention to the fol Hing when Bs attributes Data set (Combination of distribution Channel and vision f + Ifyou specify combigiations (data seis Be ust also,define the components of the combinion inthe dfn chanel ahd ison els IFyou want to main cambinton A amis vom the itn shane 01 ag division A att bmn sell ie Bo + Tovandomondehpe spaenaP annonce bet, albpossibl ang UNO ‘You have entered two values for the attribute distribution channel : 01 and 02. ‘You have entered two values for the attribute division: A and B. If you have not defined any combinations, then all possible combinations apply for these attributes: OW/A ; O1/B ; 02/A ; 02/8 If you ate using SAP R/3 as a backend system and are using the enhanced backend integration version of the organizational model you can represent multiple assignments, maintained in your R/3 sales structure, in the CRM organizational model. If you are using the standard backend integration version of the organizational model, you cannot represent your ‘multiple assignments in your R/S sales structure in the CRM organizational model. To switch to the enhanced version of the organizational model please see the documentation for the Customizing activity Convert Org. Model to Represent R/3 Multiple Assignments, SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SAP-CRM (7.0) 9 Create Organizationa % You create an organizational model in this step. You can also assign attributes to your organizational units here. Recommendation is ‘We recommend that you use this step only when you actually create a new organizational model. Use the activity Change Organizational Model when you want to enlfagee.or change an existing organization or assign new attributes to individual organizational units Farther notes a ‘You can find more information on creating organizational nodels in the SAP Library under CRM = Master Data > Organizational Managgen Change Organizational Model j . Cupe heeeie fs * Create postions for existing org Further notes You can find more information on ghaintaining organizational models ‘and assigning attributes inthe SAP.Library under CRM -» Master:Data-> Organizational Management, or choose Help > Application help on the maintenance interface for, thepreanizatonal ‘model. aguas Cae wo fe Functions General Attributes Alsed to define the type of “organtzational unit. : responsibilities of an fs Es A * ne aliuinit. = “Sales organization Sales office Ms 3 £: SUN SUE SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES \: 040-69096677, 9246188809.SUN SURYA TECHNOLGIES ‘SAP-CRM (7.0) 10 IF you specify a function For an oxyinizational unit, this information is inherited by the hizathonal units Yoo con assign certain structure. General attiibutes are alays Uifferent attributes for each Tunetion, Goneral stributes define the responsibilities of an organizations! uni You anizational unl ‘ n assign several alributes to an 0 ‘You may define additional atibutes for your company (lablview TITOMATTR). FUNCTIONS FOR SALES. wickesins This involves an organizational unit in sales that oa structures the company according to sales Tequirements. line Itis responsible for the success of a sales area. This locationis responsible for sales of products and services In a particular area. Group of sales employees who are responsible for ‘pe: A sales group has different areas of responsibility in a soles otteae ‘The sales organization isthe leading organizational unt for sales. You must always define at least one ‘organizational unit as a sales organization in order to map standard processes for sales and service in the CRM sysiem. Sales offices and sales groups are used to map the intemal organization. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.i SUN Si SUN SURYA TECHNOLGIES ‘SAP-CRM (7.0) 4 FUNCTIONS FOR SERVICE: 3 = Functions for Service ‘The SI isa Service Group which executes the Service Tasks. It is relevant for resource planning. This Is the organizational unit in the service area in which services are plantied and prepared. The service organizations responsible for the success of a service area. ‘This is the organizational unit to which. service employees are assigned according to tasks and other criterla. It performs. service tasks at customer sites (for example, service technician group). SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES: Ph: 040-69996677, 9246188809,wp SUN SUe SUN SURYA TECHNOLGIES SAP-CRM (7.0) 12 FUNCTIONS FOR MARKETING: The marketing organization is a characteristic of the marketing plans and campaigns. You can use it to define how your enterprise structures the responsibilities for the marketing activities. =) Ba E ss 38 ro od a You can use the marketing organization characteristic as follows: For authorization checks: You can use the marketing organization in authorization checks. for example, to determine whether a user is authorized to change a particular campaign, For automatically entering and chocking marketing asibutes: The system ean use the marketing ‘organization to make standard entries for particular Fiekls in she available marketing planner. mine the For partner determination: For example, you can use the marketing organization tod ‘campaign (on the parter tab page). “ - ‘Workflow routing: You can assign 2 marketing organization toa campaign and then start a workflow based on the atuibutes ofthe campaign. For example, you set the status of a campaign witha particular product category to "For Approval’. The system forwards a workflow item to all users that are assigned {oa marketing organization with ths particular product category. Cost planning: You can use the cost planning to distribute key figures over multiple levels. For ‘example, you can use the marketing organization to distribute the costs of a campaign over multiple ‘marketing organizational units, Reporting: You can use the marketing organization for reporting. Forexample, you can measure the success ofa particular organizational unit Defining the Organizational Assignment: Before you can start working with your business role, you need to assign your business role to an organizational unit or a position, in the organizational model. All users who are assigned to that node can access the assigned business role. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.A TEC SUN SUE SUN SURYA TECHNOLGIES SAP-CRM (7.0) 13 Activities ‘You can perform both assignments in the business role Customizing in SAP GUI or in the CRM WebClient Ul. Assigning a Business Role to an Organizational Unit Zeb ‘You assign your business role to an organizational unit or user inthe offfzational me whichis availabe in transaction PPOMA,CRM. The user needs to be atiged tothe sie organizational unt + Inthe CRM WebClient UI, you can stat the organizational model i bar of your business role via the logical link MD-ORG-SR. + InSAP GUI, you define the organizational assignment in Customizing for Customer Relationship Management, by chogsing b UI Framework ~»Business Roles “Define Organizational Assignment « oct “. Organizational Unit: etd ie Be Bey, ‘The organizational unit ‘and | Siocon een yor belong are displayed at the top of the screcn in pipeline performance management. If you hve more than one role or assignment in the Human Resources orgtinizational model, you eaSclect the ofganizational unit you require to evaluate the salts pipeline. Prerequisites” : ‘You have set up the. orgttizationa. model as described in your SAP Solution Manager system. sts opaomeomgers coe? Features : * Detat orgpianlt ell can? q roca Aa NS, Be “paskanansicen the followit . Positions as a sales representative and a sales manager, the sales manager position is defaulted + Ifyou hold several positions as sales representative, one of them is defaulted + If you hold several positions as sales manager, one of them is defaulted + If You have a user ID that is located multiple times, the first organizational unit is always displayed Note: ‘A sales manager position always takes precedence over a sales representative position. End of the note. Selection of Organizational Unit and Location If you are assigned to multiple organizational units, you can use a different one by selecting Choose Organizational Unit from the More menu. Your selection becomes the new default. By assigning an employee or a user to a position, you can show where an employee is assigned organizationally in a company (what his function is). = od B 2 = a SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUN SURYA TECHR OL SUN SURYA TECHNOLGIES SAP-CRM (7.0) 14 You can define the user key in the employee master. If you then assign the employee to a position, the user is automatically assigned as well and is displayed in the structure. To enable an employee to display the worklist functions in the Locator, he must be assigned to a position as an employee. ‘When using SAP Workflow, users must be assigned to the position directly If you are also using CRM Territory Management, SAP recommends you to assign only one employee to a position. Assigning/Moving/Repositioning Objects: ‘An organizational plan depicts the functional relationships in your enterprise. To depict such relationships (the hierarchy of organizational units or the staffing of positions by persons, for a ree example), you,assign objects to,each other. Objects can, be, fey a newly assigned if they.ate ‘not yet assigns + moved that is, you end the object's current assignment in a structure and create a new a8signment Within fhe same sttucture. . repositioned withipra hierarchy fe evel in a structure. ‘The following can be target positions: + An organizational-init can be, assigned to another Clorganizational unit. + A @position can bé assignéd to an organizational unit . An-Employee (business partner with the employee role) or an user can be assigned to. a &position. Prerequisites “ ‘You are familiar with alii Sete tekey date ahd preview pet For more HAERIN AR oe IRSA ine "UB NickIa roel UM JUNaes * Assigning Objects 1, Search for an object that already exists, but does not yet belong to the current structure. For more information, see Finding Objects. 2. Inthe selection area, select the object that you want to assign to another object. 3. Holding down the left mouse button, drag the object to the target position. ‘The system assigns the object. 4. Save your entries by choosing. Moving Objects 1. Inthe overview area, select the object that you want to move. 2, Hold down the left mouse button and drag the object to the object to which you want to assign it. ‘The object has moved and is therefore newly-assigned. 3. Save your entries by choosing SUN SURYA TECHNOLGI SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809,FG ia) SUN SUK YA 7 SUN SURYA TECHNOLGIES SAP-CRM (7.0) 15 Repositioning Objects 1. Inthe overview area, select the object that you want to reposition 2. Choose “or ¥ to reposition the object in a higher or lower positi level chy © \ ‘The object has been repositioned. Therefore, the sequence of objects ORY changed. 3. Save your entries by choosing a Assigning/Moving Using @ Pushbutton ™ ‘Asan altemative to assigning or moving with drag & drop, you can also use the 03 Sot pushbutton. ale 1. Inthe overview area, select the object that you want to assign to another object. = 2. Choose off, a ‘The Choose link dialog box. - ; g ‘You can select the object and) Bsin€ss partner for, positions. Note that you can “a only assign business*parttiers that aré'maintainéd:for the businé’Ss partner role Employee. 3. Search forthe objest that you want to assign, salget it and then choose ¥ 4. Save your entries bytoosing Inthis setion you can make sheeting for automatically determining organizational units in transaction documents. Thé: organizational data is determined in a business transaction independently of the sales!otganization,distribution. channel, and division Pera atuibutes that are tog ig the business paying master. dull a ms QUIT Bawrees 7 transaction documents is determined at header level. + TPthe system cannot find organizational data at header level, the fields for organizational units are left blank in the transaction document, You can then complete these manually. You can find more notes on organizational data at item level under Assign Organizational Data Profiles to the Item Category. Special features for the division in the CRM Online System: + There is no division at header level + Atitem level, the division is always read from the product, not from the relevant organizational unit. Ifthe product has not been assigned to a division, the Division field in the org data set is left blank. Note for Internet Sales In the Internet Sales business scenario, organizational data is not determined using Customizing settings; they are read directly from the product catalog variant. For this reason, ‘you should not assign determination rules to transaction types for Internet orders. You can find further information on determining organizational data in Internet Sales in the SAP SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUN SURYA TECHA SUN SURYA TECHNOLGIES SAP-CRM (7.0) 16 Library under CRM > Master Data > Organizational Management in the CRM System -> Determining Organizational Data > Organizational Data Determination in Internet Sales. Determining Organizational Data When processing a business transaction, certain organizational data is mandatory depending, con the transaction type. In a service order, for example, the service organization that is re] responsible for processing is a determining factor. The distribution channel in a sales order is as important as the responsible sales organization, as price and delivery data can depend on the distribution channel. In SAP CRM you have the following options for determining organizational data in the > transaction, You can set these in Customizing depending on the transaction type: Ps + nodetermination In this case, enter the organizational data (for example, sales area) manually in the transaction. ~ ¢ STS phy ‘+ automatic determination & os The system determines organizational data using the data available in the transaction, for example, the business partner number, region, product, or using the user assignments for the organizational unit (using the position), ~ Prerequisites “ ‘e No automatig determination, —— 1. Youhave created an organizational data préile in Customizing, in which no determination rules have been entered. : sr ee 2. You have assigned this organizational datgprofilé tothe required transaction G i ¢ 5 Automatic determinglioi eo i tenn a me a vs i Qa Bar ee ER, pila wlth Yo! ‘one or two determination rules in the organizational deta profile for evaluating the organizational data profile of a transaction. 3. You have assigned the organizational data profile to a transaction type. 2. You carry out the settings in Customizing for CRM. Choose 8 Master Data Organizational Management Organizational Data Determination #, You can find further information in the documentation there Features ‘When determining organizational data, the system takes the organizational data profile defined in Customizing and the determination rules from this profile. These determination rules specify which fields are taken into account when the system determines organizational data from transaction data (for example, business partner number, telephone number). Determining organizational data can be set by assigning the organizational data profile for the business process type so that it is dependent on the business process type. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 04069996677, 9246188809.Hii 3, SUN SUR H8 TEC) SUN SURYA TECHNOLGIES SAP-CRM (7.0) 17 There are two determination paths provided in the CRM system that have been characterized for the two rule types: + Rule type Responsibilities + Rule type Organizational Model ‘The basis rule types Organizational Data and Function Module are availa ‘use them you must have ABAP/4 knowledge. You can find information. the basis documentation, + Defining rules using organizational data + Defining rules using function to be executed If you define two determination rules in the organizational data profile, the system creates the intersection from the resulting quantity of the two rule resolutions 2 . — s = Determining con canvadiffetwaccordingyite.the scenario, because an ¥® organizational 'unit in te Sales scenario’ Can have different attributes with different values to an organizational unit in the Service scenario. va EE a e nal data at item level If you do not iise'a'tiéider division i business transactions, the Division attribute only exists at item levelvIn this case the division is derived from the:produet and all of the organizational data at item level of a transaction, except for the division, may not differ from that in the header. There is therefore 10 individual organizational data determination at item Jevely Phe (4 flowing options fojjorganjzational data atem Jevel-are passible. You can aii s Customizing, They aredependent or the itein category. «SEEN SOKA WME inate in Customizing Assign an organizational data profile ‘The organizational data is copied from the document header. The division is derived from the Without a determination rule to the item me category, With header division: ‘The organizational data is copied from the cata en document header, The division is derived from the Wiibans Gu mmmnontuleto fhe document header. category. ‘There is no organizational data at item level (no Do not assign the organizational data ‘organizational data screen) profile to the item category. You can find more information about the header division in the Implementation Guide (IMG) under CRM Ib Master Data -*Organizational Management ~Division Settings # Activities 1, The system determines the responsible organizational unit 2. The system reads the other attribute values for this organizational unit, and, if necessary, uses them to determine other data, for example, the distribution channel. Ifthe system determines more than one responsible organizational unit or determines several attribute values for the responsible organizational unit, a selection screen appears. SUN SURYA TECHNOLGIES ‘SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809,SAP-CRM (7.0) 18 Organizational data is shown on its own tab page in tran: Prerequisites ‘The Org.data tab page is only displayed, if you have assigned an organizational data profile 34 to the transaction type in Customizing for Organizational Management. You can find more information in the Implementation Guide (IMG) for Customer Relationship Management under Master Data > Organizational Management, Ifthe tab page is not shown, this means that the system does not create organizational data at the corresponding level (header or item): Features You can change the organiafioal data the of Shter new data if the fields are empty + The input help fs context-sensitivé inthe organizational data fields. If you enter, for example, the sales organization © 5000333 =: LW. 1000 and then display the input telp forthe distribution channel field, only those distribution channels that are assigned:to sales organization 0 5000333 - Ww 1000 in the organizational model are. displayed. , + If you enter the data manually, the system checks whether this combination of organizatiGnal data is maintained in the organizational model. ‘The system checks, for example © whether the attributes distribution channel and division are assigned wo the slog 6 es organization q © whether the suborilinatennits (aldsioffioe;salés ‘group,isetvice group) are assis te! comespendingoryantzattorcal ant, °7 me La mm UU yedteaee If you have problems with organizational data determination, you can call up a log that shows how the system determines organizational data. ‘The log can only be called up when creating or changing a transaction. It is not saved. Activities: To display the log, choose the call log symbol Call log on the Org.data tab page. Check List for Organizational Data: ‘The system does not determine the organizational data for a transaction document (for example, telesales order) as expected (org data screen is partly or completely empty or the required organizational units were not found). This can have various causes. You can use the following checklist to check the settings for determining organizational data. In the Internet Sales scenario, the organizational data is always read from the product catalog variant, The following Customizing settings are therefore not valid for intemet orders. Check List a 3 3 e 5 SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUN SURYA TECANGLE SUN SURYA TECHNOLGIES SAP-CRM (7.0) 19 1. Organizational data model Isthe organizational data mode! maintained and are the organizational units provided with attributes? ‘Are the organizational units Sales organization, sales office, sales group; servieé organization and purchasing organization marked as such? . a hel Make sure that the organizational units have been activated for the required scenarid: during maintenance of the organizational model (for example, the service orgaiizition’ for the Service scenario). On the Attribute tab page in the field Object is permitted for scenario, activate . ea 2. Attribution 8 ‘Ae the organizational model and atefbules iniquely maintained? 2 ‘When attributing oreniatigg overlapping may océur; for’example, in the following Ifyou evaluate atibtes ta higher level ofthe cofganizational modal (for example, the root), these attributes andthe assigned values are passed on to all subordinate organizational units for the ‘corresponding’ Scenario, if they are not Overwritten by ahother value. In some cases therefore several orgatizational units have the same value and attribution overlaps. In organizational, data determination all of izational units are determined with the searched value. spend by overwriting the subordinate organization @ ales with ‘her vals, of By.providinig them with restricted a8 make rosy VN SURE Pten wae ~~ Ifyou I WL hese You assign the postal areas 1 -12000 to organizational unit 1, the areas 5000 to 25000 to organizational unit 2. Both organizational units are responsible for a sold-to party with the postal code 10 000. If the system determines several organizational units for a document, a selection screen. appears in which you can select the required organizational unit for the current document. 3. Organizational data profile Hs an organizational data profile been created and defined in these determination rules? To check the determination rule, you can carry out a simulation in the determination rule maintenance (Simulation symbol). 4. Organizational data profile assigned? In order that organizational data is determined at header level for the transaction, the organizational data profile must be assigned to the corresponding business transaction type. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809,oS ie VE SUN SUR SUN SURYA TECHNOLGIES SAP-CRM (7.0) 20 If the organizational data at item level should be copied fiom the header data, an empty organizational data profile (without determination rules) must be assigned to the corresponding item category. If no organizational data profile is assigned, the organizational data set in the business transaction document is empty at header and/or item level and the screens for organizational data are not displayed. It isnot possible to carry out organizational data determination independently from the header data for the item level. This means that no organizational data profile can be assigned to an item category if it contains a determination rule, Sa 5. Source data Re Is the source data that is required for determining organization data available in the iss document? * . = If, for example, the determination rule states that the responsible sales organization should be 3 determined using the postal cade of the sold-to party but fio address has been defined here, the system is not able to defermine the Sales organization. Check List for Organizational Data: _ a ee a ‘The systerii Bes not determine the organizational data for a transaction document (for example, telesales order) as expected (org data screen is partly or completely empty or the required organizational units were not found). determining organizational data. Inthe Interpet Sgleg sce SAAS Saas = Is the organizational data model maintained and are the organizational units provided with attributes? This can have various causes. You éan use the following checklist to check the settings & § G nt ‘Are the organizational units Sales organization, sales office, sales group, service organization and purchasing organization marked as such? “Make sure that the organizational units have been activated for the required scenario during ‘maintenance of the organizational model (for example, the service organization for the Service scenario). On the Attribute tab page in the field Object is permitted for scenario, activate . 2. Attribution ‘Are the organizational model and attributes uniquely maintained? When attributing organizational units overlapping may occur, for example, in the following cases: If you evaluate attributes at a higher level of the organizational model (for example, the root), these attributes and the assigned values are passed on to all subordinate organizational units SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUN SURYA TE SUN SURYA TECHNOLGIES ‘SAP-CRM (7.0) 241 for the corresponding scenario, if they are not overwritten by another value. In some cases therefore several organizational units have the same value and attribution overlaps, tn ‘organizational data determination all of these organizational units are determined with the searched value. ‘You can avoid this type of overlapping by overwriting the subording that have inherited values with other values, or, by providing them vf make restrictions, you can use the exclusion flag Excluded. ‘6 If you go over the value areas for attributes, there will be overlapping: ‘You assign the postal areas | ~12000 to organizational unit 1, the areas 5000 to 25000 to organizational unit 2, Both organizational units are responsible for a sold-to party with the postal code 10 000, If the system determines several organizational uitits for a document, a selection screen appea in which you can select th required organizational unit forthe current document. 3. Organizational data profiles" 4 a Has an orgitiizational data profile been created and defined in thes¢ determination rules? To check the determiriation rule, you ean carry out & simulation firth determination rule ‘maintenance (Simulition symbon 4-Orgahizational data profile assigned? 2 tn order that arganizational data i{Geermined, at header level forthe transaction, the organizatidnal data profile must bé assigned to the corresponding business transaction type. tbe ongnizatinal dats a item Jvel sould pil am the header das, an empty organizational data profile (without spin Tues) must be assigned to the gf corresponding item célézory: q W Ifno 01 ta ae orfhnibatiBatlA dA Sth the business is i item level and the sereens for organizational data yed. Itis not possible to carry out organizational data determination independently from the header data for the item level. This means that no organizational data profile can be assigned toan item category if it contains a determination rule. 5. Source data Is the source data that is required for determining organization data available in the document? If, for example, the determination rule states that the responsible sales organization should be determined using the postal code of the sold-to party but no address has been defined here, the system is not able to determine the sales organization. Product Packages: A product package is a combination of different products that are sold as a whole. The package items can be tangible products, services, or contract items. A package has a super ordinate product that bundles the package components, and is typically composed of various relationships at different hierarchy levels. SUR OF ge eS SUN SURYA TECHNOLGIES ‘SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.ECE a SUB St BRYA. SUN SURYA TECHNOLGIES ‘SAP-CRM (7.0) 22 Product packages are used to combine different products into a package that is designed to ‘meet cettain customer requirements. Using product packages provides the following, benefits: + . Different products can be combined based on specified rules + Packages can contain optional components as well as alternative components. + Products can be offered as whole, but processed in different follow-up transactions (for Bae example, contracts, sales orders, and service orders). a ‘+ Products can have special prices when offered within a package. 4 Structure = Packages can contain any of the following: : «Core products s For a manufacturer, the core product is a tangible physical object that demonstrates the 4 business's technical competence, for example, a configurable machine. id . Rate plans . “a A rate plan is an agreement between the se wider and the customer that runs over a certain time period and is typically billéd’on « Fééirring basis. Rate plans may have options 5 that the customer can seléct of destlect based oitservice adie, Selling rate plans is coretoa 9 service provider's busiriéss.. e Inceritive products, Incentive products are part of the packaged or bundca offering to'6uéfomers. Incentive products are typically n6fttequired, but Sffering the latest and greatest devices or consumer items at discounted pricéstis the basis fof marketing rate plans or core producis to customers. Because enabling andinééntive prodtiéts are essential: for the sales process, but not part of the contract, they.can be viewéd as onetime products . Enabling products 2 "* ‘ Enabling products are tangible of séryice pfoducts that are related to the core product, Hts can be optional or required. Selling enabling products is not core business but is provide the services in rate plalis, Enabling products can be changed for with recu with ong.ting, eh “rae aaa ‘abi seryices_may, becom naga OAK aE eon Services can include one-time services, such as the installation of a machine, or recurring services, such as a periodic general maintenance. + One-time fees or discounts ‘These may include activation or cancellation fees or other surcharges or discounts. Fees can be based on a process that occurs (order is created) or an event (service is discontinued). + Other product packages Packages can, in tum, contain other packages. ‘Technically speaking, there is no strict differentiation between various product types. Product types are abstract business categories to support the setup of a proper product structure. End of the note. Integration Product packages can be used in service order quotations (package quotations). A package ‘quotation generally combines a tangible core product with additional services and incentive products for the sales process. The offer is always a quotation resulting in one or several follow-up transactions: + Items relevant for production or distribution are replicated to a logistics backend, + Services are replicated to a service order. + Contracts might be generated for recurring services or leasing or rental objects. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.& 3 a SUN SURYA TECHNOLGIES SAP-CRM (7.0) 23 Example All-in-one communication package DSL internet connection ISDN phone lines Discounted hardware DSL Splitter for free Coffee machine in a company’s lobby Big coffee machine type 425M with several options Starter set of ingredients matching the machine type Free installation and setup service SLA: Reaction within 4 hours 5*12, T&M (19 €/month) Transactions You define business transactions in the following steps. A transaction in CRM is a business transaction, for example, a sales order, seryice oxder, acity.or opportunity. for processing all types of transaction documents. A fc on transaction can f ‘business transaction categories, that is, a sles transaction (sales Order) can, contain-business activity data and complaints items. 3 zs) ‘The Customizing settings for the transaction type specify processing of a business. transaction;'that is, the charactetistics, attributes and contol attributes. A transaction type therefore controls processing of a specfic business transaction, One or several busind§s \pnsoction (ategoies (for empl saf@s, business won § inevioned toa transaction whe “The Bniginées teavienction catedary enecifies the huitin “CHIN SUIT AY Fawn = The ‘used in the CRM Online system is specified with the different screen areas and individual field, via sereen sequence control. You can either use the default profiles provided by SAP, or make the necessary changes. In order that the transactions can be copied correctly from the CRM Online system into the OLTP RS system, the setting for document processing and the business control must match in both systems. For sales transactions, for example, this means that for the transaction type, there must be a corresponding sales document type of the same name in the OLTP R/3 system. The same applies for the item categories, item category groups and item category determination. Automatic matching does not occur via Middleware. Transaction Types: All General Business Processes in SAP CRM are constructed as Transaction Types. They are categorized as Business Activity, Complaints, Financing Contract, Group Contract, Lead, Opportunity, Prepayment, Product Service Letter, Sales, Sales Contract, Service Confirmation, Service Contract, Service Process, Task, Warranty Claim etc. Ex: Quotation, Sales Order, Service Order, Complaints, Activities, Tasks, Opportunities etc. BR oA Le SUN SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.2 : 5 SAP-CRM (7.0) 24 ‘A Business Transaction can combine several other business Transactions, That is, initially we decide all the Transaction types that are a part of constructing a particular Business process. From them, we choose one Transaction Type as a Base Transaction and others are follow-up Transactions. A simple Example: Create a Sales Quotation. After you save the Quotation it should generate =~ a Sales Order. Once the Sales Order is saved it should inform the customer through B- mail/SMS that the Order is generated. * _Inthis case there are four transaction types. Sales Quotation, Sales Order, Outgoing, Email and Outgoing SMS. » ee [ojo > BS p>] outgoing emai z sales quotation |_4[ Sais order 3 Lf outgoingsws || | a + As the'Busitiéss Process is starting with Sales Quotation, we Select it as a base ‘Transaction type and others as follow up/continuity transactions, Customizing Path for creating Transaction Types Customer Relatonshig Management > Trahsactions > Basic Settings > Define Gi ‘Types: SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.3 = SUN SUE ZA SUN SURYA TECHNOLGIES ‘SAP-CRM (7.0) 25 The Dialog Structure we define: fotaiog structure Cojera 2 > % EDainiin okansadkon pes CaAscignment of Business Trancaction Categories ustomizing header CaAssign Blocking Reasons Cchannet Definition of Transaction Type: We define the Leading Transaction Category, Téxt Determination ¢ Profile, Action Profile, Contraction Determination, Commitment Date, Quotation Determination, Tetiory Check and ype ati ee Procedure, Status Profile, Internal Number Range, Organizational Data Profile, D ‘many more, Most important is, we activate or de-activate the Business Transaction! only. 1. Assighment_of Bisiness Transtiion Catigeies: Here ‘we will_ define the ‘Transaction Categories thatshould suppor this currént Transaction Type. Ex: If the Business ‘Transaction Categories are selec complaints in your business process you inwhen to select them. [Transaction Category Ibervice Process ~ [Business Activity Header: Here you should select one Transaction Category and click on Customizing Header. Customizing Headers differs from one Transaction Category to other. The Input value of Sales, Service Process and Business Activity ae different even though they refer to the same transaction, ‘We will learn in depth in class room traning, Business Acti vit: Business as Business Activity and Sales for a Transaction Type, only furctionalily related. to Activities and, Sales are executed. If you have ld add Complaints Transaction Category also. In class room session, we will lear in depth functionality of al these Transaction Categories and also (aleS SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUH S SUN SURYA TECHNOLGIES ‘SAP-CRM (7.0) 26 HTransaction Typ SRVO Service Transaction qe T 4 Bloneck Po number Rating Profle Crropose order Coreait check extType Dupl Check active Doe. PricPtoc. (SP Contract Condition ype |} | PaymiPlantype king Grou | Screen sh'sf Customizing Header for Service Process‘ ysaction Category 2. Assigaing Blocking Reasons: Ths etomizing is done to show the reason why we blocked a particular Transaction. This feally doesn’t block the Transaction type. We actually perform a ‘Central Block’ for Business Partner (Ex. For specific Sales Area, Categories, Billing Area etc). If you perf this operation to base Transaction Type itis automatically valid to all other follow up ‘Transactions. Ifyou want to avoid this inhentance process, you shdild perform the individual assignments of Blocking Reasons for each Transaction sul peer Ie fet “overall block ed 2 lites ofeharge ‘We can define more Blocking Reasons by going to Customer Relationship Management -> Master Data > Business Partner -> Status Management > Define Blocking Reasons. 3. Channel: This is originally called as Input Channel. We define the Channels in which the ‘Transaction type should be displayedvisiblelexecuted. Ex: Ifyou give CRM WebClient UI, then the Transaction displays only in Web Client. Similarly if this Transaction should work on Mobile Applications, you need to define Mobile Client Note: In the real time we avoid defining any Input channels. Leaving this blank is equal to defining. this Transaction Type to all the channels. This setting is mandatory only when you want to restrict this ‘Transaction type to a particular Channel. There is a possibility to create your own Input Channel. But you need to configure the pending entries. Refer SAP message 00124 for further information. SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SAP-CRM (7.0) 27 Transaction Tyee _SRVO yg a “ beeen < : Foote crient 3 s POA 2 Hees aT bes 2 r . 5 Ttem Categoi id Trem Category’ Determination, a ‘he eh a ‘A bref idea before we Lest Iem Categories. Generally Business ‘Traiaction i'@ Sabina of Header Area arid Item Area’ (Transaction: Area exists for some Transactions. Let’s not concentrate of this now). fer reat th Transaction Type Header ress rete. NOW we wl Se how we will creat em Arca by defting Item Categories ce LHC AEHEHAY Ue spceifies the aributes ofa business transaction item, and therefore controls how the item s processed. We first assign'te item category to an item object type and the item object type defines the business context in which item category is ised: Like transaction types, an item category is dsbigned to one or more business transaction gee “PIES oo) Lae eanererarenarer 2 = Tee rmbt, ern fern fn ote tte i ‘en P| 2 4a Fe at SBALHFCA ory for Credit Memo (taken as example) ~ Important: If the Transaction items to be uploaded from CRM to ECC, the document processing. settings must be identical in both systems. The IDs of the Item Categories in SAP CRM must match to the item categories in SAP ECC. (In one word the configuration should be the same) To reach out the Customizing path for defining the Item categories, navigate to Customer Relationship Management > Transactions > Basic Settings > Define Item Categories SUN SURYA TECHNOLGIES SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUN St&itYA TECHNOLGIES SAP-CRM (7.0) 28 ‘Customer Relationship Management ‘ORM Middleware and Related Components (CRN Cross-Application Components UlFramework ‘ Industy-Specie Solutions ) Basie Functions Master Data Marketing ‘Trade Promotion Management ‘Account Planning aims Management ‘ Funds Management 3 ‘Transactions CGleustomizing tiem - we sacmmeromltd dip Ue ES we leam the customizing setts in deta 4. Define em Categories ete we dee Ob} warallc ge rocedure’ Scr Re BSC MMA ac BR vl Merce IRC at he men range “yore aga i Gonttoa tts, ca cian ache novetTpe — fosou. tema [emethosDes. iti evar rote =e jus Acti. Rehm us. Aetitytens Rel] etivity Tem teem Con’ ACTOSOO! — Acivyern Note Note: Above is not a complete picture displaying all the attributes . Assign Business Transaction Category: (Same as we discussed at Transaction Type): Item Categories can be assigned to one or more Business Transaction Categories. Oniy specific combinations are allowed. We will lea more in Class room Training. Important: You have to maintain Customizing settings for the item level of the transaction for each business transaction category you assign. [5H] standard tam SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809,SUN SURYA TECHNOLGIES SAP-CRM (7.0) 29 © Senice tem Sales contract o orderitem ‘© Customer biting request tom ‘© Customer financing fern SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.a z : ; SAP-CRM (7.0) 30 o Customer cea ere requests 2 Customer contacto 6 Customer reuse o Retrenc oeciem ¢ Sone contact tem 9 Senice em Salestansacion ordre o Custer sunt devey tom ‘Custer ig remest tem 6 Custer ere memo requet Ham o Caso conctm 0 Ctstme complains om . ¢ Customer lus Rem Cejore © Customer etums:retum detiveryiter ‘ Retrence cet em 0 Sane conan o Senice tam Tendering oendeang em rocuement onfimsten + pecuremet onset er Purch O purchase ore tem Copa S> Bidcerqucaion oder qutaton tm Purchasing contast + vendor conactitem Incoming ice Incoming ie tem Navigate to thé below path for Customizing the lea Cafe pory Deleinination ‘Customer Relationship Management.-> Transactions 3, Basic Settiigs -> Define Item Category Determination. ‘ceded wn GES open > TECH 2 7 SEEN St By © pete tem categories By © Detne tom Category Group BS Dotne tom Categories Usages [Djewa => © Define item Category Determination SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.Be i KA sl SUN SUN SURYA TECHNOLGIES SAP-CRM (7.0) 31 Copying Controls As discussed a Business Transaction is a combination of multiple transaction typ flow from Base Transaction to the follow up transactions we link the Transaction Category and Item Category Determination when copying. ‘Outgoing sms Scenario: From the above diagram jou understand that there shud bea lik from Sales Quotation to Sales Onder and from Sales Order © Outgoing Email and Outgsing $MS, You now know how to pass the conal fom one Transaction to another You shoul also ensure the data should flow. So what type of data wll ow? Only the Pitner Functions, nail Bince and Text Management, Partner Fults: Maintin the acess sequence before the partner futons are copied from the preceding documents. Path CRM > Basie Functions > Partner Processing Texts: To copy the texts, Path: CRM- Basic Functions > Text Management Organization Structure: To copy the OFganization Units; Positions Path: CRM “> Master Data > Organizational Management > Change Organizational Simcture Pasnew oe er dea @ Cis Tain bo fe customizing steps for Copying control withthe scréen shots. NURS. AMS a for Transaction Type. Sooe [Ojon > iO "Detne Copying Conta rTansacion Tes By ® Define Copying Contro! fr item Categories By © Define item Category Determination when Copying EE ® Bast Enhancements for Copying Control Define Copying Control for Transaction Types SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUN SURYA TECHNOLGIES SAP-CRM (7.0) 32 Souree trans. > NBC TalTrans.Tpe 280 jure > | Boopy tera number | Cicompiete reference & | ey Copying routine Rit {@) Leasing: Copy Eventing \ 2 Copy Price Agreements \ CJExplode Template Hierarchy. 1 ee Define Copyinj Contatti ff Cate chies~ 4 “ % ia Customer Reson Management fansactions > Bui Stings Cfying contol for Business Transiction"> Define vopying yi ates SourceCat =) NBC" TarglimCaty ) j:°* g ZAKA- ¥ G SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809,SUN SURYA TECHN SUN SURYA TECHNOLGIES ‘SAP-CRM (7.0) 33 Sowrcetem Cat, ZHBC getitom cat ZAAA Core | Cate Categoria - General Contl Data " Destiton Serco ProsigPoot | : | comingiouine | capers |Site | ClReempiode Srusurefree goods | Process now f Orn LicopyPo data [MGenerate prodmaster data again SourceCat *TargltmCat souescat_[Toraimeat pescinton coming outro —[oopy eontons Bian Bontce Poa gaPo0t Foy ATT condrevons (3 fro | sales opy ConditTons, Rede =] Added Rely Wo od Source tem Cat__ [NBC] . Targetitom cat (8b! Cohen: SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES ‘Ph: 040-69996677, 9246188809,a g i & § 3 Es SAP-CRM (7.0) 34 3. c. Define Item Category Determination when Copying Customer Relationship Management > ‘Transactions > Basic Settings > copying control for Bussiness Transaction Defoe lem Caseyory Determination wien Copying. SourceCat ZNBC Tgt T.Type ZSC ItmCat. by ZAAA Source tem [216] Core: TatTrans. Type [2-8] Control Attributes @iaius Date hy Text Pie) f There,ars.sg types of StatigBpoile. t (2) User,Statusi-Enables to, éxtent the contro of Business processes mafiaged by the System status. User Status Profile for Trapgaction T configured to (a) enable the eh user to know the ‘current status of the batiness transact ) Perform the atomatic. -actiotis when selected a particular Stats IPE eet See AP f (&) System Status: St by SAP Sola tealy'as&yarf general status management ‘System Status Profile le the ends Luger to nigra fe that a certain business transaction [i performed for an Obj a trated Tocnsto ERE NaMs PAIGE MMU ST Emm mmm ee Cust tHlins BASIC Scitings > Status Management > She eae om im ey roup gates Usages gor Determination Number Ranges. Q deine tributes orSystem Nessanes By © Datine Residence Times eS ‘By @ Assion Transaction Types to Templates for Folder and Doc. Template Proties - By © Detne Obiett Reference Prone “ppnrovalSetings By, ‘Conying Cont or Business Transactions [ojerm 2 Siahis Nanagerisnl. CDjorm [> [Define Status Profile for User Status, SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809.SUN SUI SUN SURYA TECHNOLGIES SAP-CRM (7.0) 35 Now you will see how the Status Profile is defined. 1. Create a Status Profile with Status values, Coe 4 ° | 2 induaiy Ana | ‘Customer approval Pending TNPR ‘Approved: NPR | egos wn | fiuesaed we Resoned EB Fin | a. Long Tent: By default isin displ de: When You'Uatlble lick on it's check box against any SUN SUR Is short text a new window pops.u op yf BX Douek te chi hh against ‘Open’. ‘Status [OPEN] Open. ° [business Transaction [No intue Aliowed [Warning [Forbidd. [No action jcceot CRIM Quotaton @ | Wecoot Contract Ineceot Contact ojolololololojolo! OOOO!) 10/0) doldlojojojolojo} ae Wellearn more in detail about the authorization @ class room training b. Initial Status: If you mark a check box against any status value, its taken as default display value, ‘Means, when you create a particular business transaction (to which this status profile is assigned) the ‘mark value will display as default Status, «. Lowest value: These control the loop at condition checking. 4. High ‘st Value: These control the loop at condition checking. « Transaction: When you choose the status in Transaction (which isa short text), system don’t ‘understand. So you need to assign your short text to System compatible which is called as Status ‘Transaction. Ifyou seta user status this triggers the execution of the business transaction assigned here. ‘To assign the User Status to System Status, Go to Transaction BS33, Select OPEN Business Transaction Business Transaction Text JV Sth UsiSt Check PersonResp. Package De @ Ge HR: ai SUN SURYA TECHNOLGIES SUN SURYA TECHNOLOGIES “Ph: 040-69996677, 9246188809.RYA TECH SUN SU! SUN SURYA TECHNOLGIES SAP-CRM (7.0) 36 Choose ‘Goto’ from the Menu and click on ‘Follow Up Actions’. Here you can sel System Status to User Status Business Traneaction — ’ jbave process: “ gee o ® CDforva = Es Last step, Go to Customer Relationship Management -> Transactions -> Basic Settings > Define ‘Transaction Types. Select a Transaction type where you want f0 assign the Status profile and click on Deuils butonl 4. Under profes assign the Status profit vale amc) a aS a ‘Win nite’ anyon cen oer edn sen Tneton. Ifyou take a Quotation it sho Bi {He dated like Qoation Strt Date, Expiry Date and Reminder Dateete You can define specific dgtes, SRE mate ‘can ers -daics.using date types, d and date rules. You ca cla ben ate the date rules aécordingly to" ‘meet your woman earn them in detail, serenade anaes Cvstom 8 Simm, Fe Baa Molt oe Mana MN Ge es Cojorm Duration Types and Date Rules By @ Assign Gate Protie to Transaction Type By © Ascign Date Prote totem Category a. Date Types: A description of a date such as Quotation Start Date, Expiry date and Reminder Date. [bescriston ee "id Receved ! Cojorm = Registration Date From ivate this indicator if the date type should also be visible in the search help for the date profile. Milestone Check Box: If you activate this indicator, then your date is a milestone. This means that the beginning and end points are identical. The duration between the two points is zero. .. Duration Types: Assigning the time Limit for Date Types. (Ex: Expiry Date: Created date + 15 Days) SUN SURYA TECHNOLOGIES Ph: 040-69996677, 9246188809, SUN SURYA TECHNOLGIES