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Leading Business Transaction Category

Specifies the leading business context in which a transaction type can be used (for

example, service, sales, activity).

DependenciesThe leading business transaction category is not in a hierarchical relationship to the other

business transaction categories assigned to a transaction type. It merely enters a

preference. A transaction with the business transaction categories 'sales' and 'businessactivity' would, for example, be more likely to have 'sales' as a leading business

transaction category than 'business activity'. In the locator for transaction processing, a

transaction with this transaction type would be displayed as a sales transaction, not as a

business activity.

Example

When creating a business transaction type "standard order", you would choose Sales as a

leading business transaction category. You could however also assign the businesstransaction category Activity.

Status object type in CRM business transaction

Specifies with which status object type the status object of a CRMbusiness transaction or

of a CRM business transaction item should be created.

Use

If this field is empty, the status object type COI is chosen for the item and the statusobject type COH for the header.

The allowed status object types must be specified in the CRMC_OBJ_TYPE table. Thistable is a system table. Changes to the table count as a modification.

The option of creating the status objects for the business transaction with a separate statusobject type is particularly useful for business transactions (for example, Leasing) that are

heavily based on status management and therefore use a different status control than the

standard.

No Change Document Update for Transaction Type

Specifies whether the change documents should be updated for the document tables forthe transaction type, and whether the system should therefore create a change history.

Definition of item categories:

CRM Item Object Type

Defines the business context for an item category.


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Assign BW and CO

Controls the assignment of the item in the Business Information Warehouse (BW) and

Controlling (CO).

Use

These entries make it possible to separate the various business scenarios for BWreporting and controlling.

For items with the following item object types, the "Sales" or "Service" assignments arepossible:

Sales

ComplaintsCredit memo

Debit memo

Returns

Free-of-charge delivery,Example: You can assign a sales item to the "Service" scenario, for example, to

distinguish between new business and replacement parts business.

If you do not make an entry in this field, "sales" is taken as the default.

For item object categories from service, an assignment is always made to the "service"scenario. This field therefore cannot be maintained.

Billing Relevance

Specifies one of the following billing scenarios for an item category:

Not Relevant for Billing

The item category is not relevant for billing (for example, a free-of-charge delivery item

or quotation item).External Billing

Billing takes place in SAP ERP (for example, for sales orders or contract release orders)

or in another external system.

Transaction-related billing:Billing After Contract Release

The order quantity is billed for the contract once it is released.

Transaction-Related Billing According to Order QuantityThe order quantity is billed for a transaction, for example, a credit memo request

resulting from a complaint.

Transaction-Related Billing After CompletionThe order quantity is billed once a transaction (primarily a service order) is completed.

Delivery-related billing:

Transaction-Related Billing According to Delivery Quantity


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The cumulated delivery quantity is billed for a transaction (the SAP ERP delivery

transfers the delivery quantity to the SAP CRM transaction).

Note: With this setting, you must make sure that the relevant item category in SAP ERPis defined as not relevant for billing.

Delivery-Related Billing

Deliveries created in SAP ERP after goods issue are billed in SAP CRM. We recommendthis setting since the billing documents that are created relate to individual deliveries.

Note: With this setting, you must make sure that the relevant item category is set to Q in

the SAP ERP.Delivery-Related Billing - No Zero Quantities

Deliveries with a quantity of zero are not billed. If you use bills of materials or batches,

the delivery has a zero product quantity in the main item. In the subitems, the product is

listed with the batch and the relevant quantity. With this setting, only the subitems arebilled.

Usage-based billing for service contracts:

Usage-Based Billing After Prebilling

Usage-Based Billing After Pool PrebillingFor both of the above, items are only billed after prebilling has taken place.

Value-Based Billing After ApprovalClaims relating to trade promotions are settled after approval.

Note:

This setting also plays a role for payment card authorizations. The system must recognize

whether a value needs to be determined for the authorization. This is always the casewhen an item is relevant for billing.

Define Item Category Group

With the help of the item category group, you review the various products from a

business view for item category determination. Enter the item category group for eachproduct in the product master.

During business transaction processing, the system creates the item category from theitem category group for the product, and from the business transaction category, and

proposes it in the document. You can assign item categories to business transaction types

and item category groups in the process Maintain item category determination.

Define Item Category Determination

In this process, you can define, per business transaction category and item categorygroup, which item categories the system defaults for processing business transactions. At

the same time, you can define which item categories can alternatively be entered

manually for system default. There are a maximum of three alternative item categoriespossible.


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For example, if you enter a product with the item category group NORM in a sales order,

the SAP system creates the item category allowed by assigning the item categories

allowed for business transaction categories to item category groups.

The system proposal and the alternatives possibly allowed are always created from the

business transaction category as well as from one or two further dependant criteria. Thesystem default is dependant on the following criteria:

Business transaction typeItem category group

Item category for higher-level item

Item category usage

Depending on the transaction type and business transaction category, it does not alwaysmake sense to assign item categories to the transaction type. Each item category is

assigned to an item object category, which should only be used in certain business

transaction categories.

Recommendation

You can start differenty with the assignment, depending on the the output situation:

If you define a new business transaction type, you should define the default item category

and the item categories allowed for the products, which are represented by the item

category groups.If you define a new item category, you should, for the products which are represented by

the item category group, define for which business transaction types an item category is

proposed, or which item category is possible.If you define a new item category group, you should enhance the assignment of an item

category to business transaction categories with these new item category groups.

Activities

To define item category determination, for example, take the following steps:

1. Choose the business transaction type from which you want to assign item categories.2. Then choose an item category group.

3. For the combination of business transaction type and item category group, enter all

item categories allowed.In the case of an item without reference to a product, you must enter the corresponding

item usage.

In the case of an item category which is to be proposed in the sales document, you mustselect the combination of item category, item category group and business transaction

type as a default value.

4. Enter, if necessary, one to a maximum of three item categories, with which the system

default can be overwritten manually during business transaction processing.


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Further notes

Possible occurence of item object categories within a business transaction:

Key:

+ necessary for minimal integrity

o optional

Activity taskActivity contact

Opportunity o Opportunity item

Service contract o customer billing request item

o Customer financing itemo Customer credit memo request item

o Reference object itemo Service contract item

o Service item

Service confirmation o Service confirmation item

Service transaction o Sales order itemo Customer substitute delivery item

o Customer billing request item

o Customer credit memo request itemo Customer complaints item

o Customer returns item


o Service item

Sales contract o order itemo Customer billing request item

o Customer financing item

o Customer credit memo request item

o Customer contract itemo Customer returns item

o Reference object item

o Service contract itemo Service item

Sales transaction o order item

o Customer substitute delivery itemo Customer billing request item

o Customer credit memo request item

o Customer contract item

o Customer complaints item


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o Customer returns item

o Customer returns: return delivery item


o Service item

Tendering o tendering itemProcurement confirmation + procurement confirmation item

Purchase order o purchase order item

Bidder-quotation o bidder quotation itemPurchasing contract + vendor contract item

Incoming invoice + incoming invoice item


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SAP CRM Business Transactions

What ?

In SAP CRM you have different kinds of business transactions, and they depend on the

business scenario in which they are used. Business transactions in SAP CRM are used to

describe business processes and transactions.A Business transaction provides businessstructures and functions that can be used in the various processes of a company, for

example, in sales, marketing or service. In order to understand what exactly a business

transaction is, you should at least understand the following aspects:

1.1.Customizing Transaction Types:

A transaction type defines the attributes and characteristics of a business transaction (forexample, sales order, service request, visit) and the controlling attributes (for example,

text determination procedure, partner determination procedure, status profile,

organizational data profile). A transaction type controls how a specific business

transaction is processed.

A transaction type is assigned to one or more business transaction categories (such as,

sales, activity). The business transaction category specifies the business context in whicha transaction type can be used (for example, service, sales, activity). One business

transaction category is the leading business transaction category. This category is simply

a preference and is not related hierarchically to the other business transaction categories.A sales transaction with business activity data, for example, would be more likely to have

'sales' as a leading business transaction category than 'business activity'.

>> Customizing path (SPRO): SAP IMG > Customer Relationship Management>Transactions > Basic Settings > Define Transaction types

An example of a Standard SAP Transaction type for 'sales order processing' in SAP CRMis called TA -standard order. This is a template from SAP that is used in the Sales

scenario for sales order processing.

If we take a look at the customizing settings for this transaction type you will see the

following:

Transaction Type Customizing Settings


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The Highlighted line tells you that the Transaction type TA is called a "standard order"

and it is currently marked as 'inactive'. This means no-one can actually use this

transaction type in the SAP CRM system. Furthermore you can also see that thetransaction type TA belongs to the leading transaction category BUS2000115 (SALES)

which is very relevant later on when looking at the CRM authorisation concept for

Business transaction processing.

Transaction Type Details


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In this screenshot you see the relevant configuration settings for the transaction type TA.This configuration is normally done by Functional CRM consultants like myself. It

involves changing the settings in the SAP system to adjust the default functions to the

customer's unique business requirements - so the various nuts and bolts (parameterization- no programming involved).


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The most important things that are relevant for your security concept with regards tobusiness transaction processing will be:

- the technical name of your Transaction type = eg. TA

- the leading transaction category to which a particular transaction type belongs to (for

TA this is BUS2000115 - sales process)

- the Status Profile (in this example CRMORDER)

- the partner determination procedure (in this example 00000001 -sales)

* Leading Transaction Category:The leading transaction category determines the

structure of the business transaction. For example, contact, opportunity, sales, service.

As an example: Tasks have only a header level whereas leads, opportunities and service

transactions have a header and item level. Sales transactions have an additional schedule

line level (delivery quantities and delivery dates, possibly after an ATP check).

* Transaction Codes for business transaction processing (SAPGUI):Most consultants using the SAP GUI would use the transaction code CRMD_ORDERto

create a new business transaction. This is actually a generic transaction code to create anytype of business transaction. I usually do not give this transaction code to end-users

although it is harmless as such, if you do not have the correct authorisation values for the

business transaction processing relevant authorisation objects anyway.

The reason why I do not give it to end-users is since it does not reflect an easy and

efficient overview of WHAT the user is allowed to do, considering that each leading

transaction category also has its own particular transaction code. Let's say I am an end-user and I am only allowed to process leads in the system, than looking at SUIM does not

really tell me this fact, because finding back the tcode CRMD_ORDER is not giving me

this information. However, If I would find back the transaction codeCRMD_BUS2000108 I would know he is only allowed to process leads but for example

no opportunities. (* this remark is not entirely true, but still the picture should become

clear).

Table showing the relationship between: Leading Transaction category - RelevantTransaction Code - Relevant transaction category related authorization object


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This information will become clear to you once you have read and understand theauthorization check process flow that takes place during business transaction processing.

GO BACK to the CRM AUTHORIZATION INDEX PAGE

1.2. Partner Determination Procedure

Here you will learn the options and functions associated with partner processing inbusiness transactions.

Partner processing controls how the system works with business partners in transactions.

It ensures the accuracy of partner data in transactions by applying rules you specify inCustomizing, and it makes your work easier by automatically entering certain partners

and related information, like addresses.

One of the most important aspects of partner processing is partner determination, the

process by which the system automatically finds and enters the partners involved in a

transaction. In most transactions, you manually enter one or more partners, and thesystem enters the others through partner determination. Various sources of information

make partner determination possible; two of the most important are business partner

master data and organizational data.

Please refer to the SapHelp on Partner Processing to get a complete insight!>

* Which external partners are involved - for example, supplier or payer?

* Which business partners MUST be involved in a business transaction (Mandatory)?
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* Which internal business partners are involved - for example, responsible employees,

service technician groups?

* Where does the system look for involved partners (based on access sequences)?

Customizing path: SAP IMG > Customer Relationship Management > BasicFunctions > Partner Processing:

- Define Partner Functions

- Define Access Sequences

- Define Partner Determination Procedure

1.2.1. Define Partner Functions

Partner functions are terms that describe the people and organizations with whom you do

business, and who are therefore involved in transactions. For example, when you createan activity, based on Customizing settings, it automatically includes the partner functionsActivity Partner, Contact Person, andPerson Responsible. Partner functions are alwaysassigned to Partner function Categories , which are hard-coded in the system.

The system includes commonly used partner functions, but you can also define your own.

Screenshot of Partner Functions in SAP CRM

In this section of customizing you can define your own set of partner functions, whichcan be used when defining your partner determination procedure. E.g. if you define a new

activity management related transaction type, for example "customer appointment" you

will usually create a copy of a standard transaction type. In this case it would probably bea copy of the standard transaction type '0000 - Apppointment'. Next, if your company

has defined its own partner functions, you can integrate those in a NEW partner


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determination procedure which you will create once again by making a copy of

'00000002 - business activities'.


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SAP CRM Service Order to Invoice

SAP CRM service functionality enables you to manage your service cycles, starting withmanaging service contracts and warranties, through service requests to service orders,

complaints, returns and service confirmations. This post describes a typical service

process in SAP CRM from receiving customer incoming call to billing the customer forthe service performed.

1. Service Interaction Center

The service agent receives the customer call. The customer can automatically identified

using the phone number. The service agent can also use search function to identifycustomers in the system. Then agent chooses the corresponding insalled base component

according to the conversation. After completing the account identification, all thefollowing business transactions are based on theses selected information.

If agent decides a service technician must check the issue on-site, he creates a serviceorder.

2. Maintain Service Order

After the service agent creates the service order, the service employee can view the list ofnew created service orders. He can assign the service employee group to the business

partner list. After changing the service order, the status must be set to released for further

processing.
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3. Resource Planning and Allocation

The service manager assigns free resources to service order. He searches the available

technician according to certain criteria. Then he highlights the free resource and servicedemand and creates the assignment. The service technician now can see the task in his

inbox.

4. Service Confirmation

After performing the service on-site, the technician wants to create the service

confirmation to enter the actual used time and spare parts. He create service confirmationusing Create Follow-Up button in the service order detail screen.
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5. Invoicing in ERP

After the service confirmation has been created, the service employee needs to create the

invoice to charge customer the service performed. This activity is performed in ERPsystem. Because the service order information is CRM is replicated to ERP system using

middleware, he can create the billing document using bill due list.

Above are the basic steps for SAP CRM service order to invoice business process.
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Action Profiles in SAP-CRM

By Kanika Chopra, Infosys

1 INTRODUCTION

1.1 ACTIONS

Actions are used in maintaining and improving business relationships. We can schedule and startpredefined conditions with theActions component by means of user-definable conditions fromtransaction and marketing objects.

Actions use the Post Processing Framework (PPF), a Basis component, which can be automated

with the initiation of outputs, follow-on documents or workflows. Using theActions tab page within


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a business document, you can display a list of actions that can be included in the business

transaction.

An action profile is determined from the corresponding transaction type or item

category.

Actions are stored as action definitions within an action profile.

You can control action processing using different settings and parameters:

Action changeable or executable in dialog

Action displayed in toolbar (SAP GUI)

Processing time (when saving the document or via selection report)

Partner dependence

Determination technique

Action merging

Processing types (with entry of the desired form name)

1.2 FEATURES OF ACTIONS

You can define actions dependent on conditions so that the system automatically schedules and

starts them when the conditions are fulfilled. With actions you can:

Create follow-up transactions automatically

Execute changes in the transaction or marketing object currently being

processed, for example, create new items, or status inheritance by subordinate

elements in marketing objects

Output in print, by faxing or e-mail

Actions are displayed in transaction documents that support actions and to which an action

profile is assigned. You can display a list of actions scheduled for the document on theActions

tab page of a transaction document. The following information is displayed in the list for each

action:

Status (action scheduled, action processed)

Description (purpose of action)

Conditions (settings for action definition and conditions are displayed)

Creator, Creation date

There are various processing types for actions:


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Methods (Business Add-Ins)

Methods are Business Add-In (BADI) implementations. You can define your own BADI

implementation to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF

is the relevant BADI.)

Examples for standard methods include the following:

COPY_DOCUMENT (create a follow-up document)

COMPLETE_DOCUMENT (set status completed within document)

CREDIT_MEMO (create credit memo item)

REPAIR_ITEM (create a repair item)

1O_EVENT_CREATE (create a workflow event)

SAP Business Workflow

This is suitable for more complex processes, for example, a follow-up transaction that

includes an approval process.

Smart Forms

SAP Smart Forms must be used to print, e-mail or fax documents such as an order

confirmation. You can use the graphics tool, SAP Smart Forms, to design the layout of

output forms.

SAP delivers several Smart Forms for outputs in SAP CRM:

Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters,

and e-mail)

Form CRM_ORDER_LEASING_01 (suitable for faxes, letters, and e-

mail)

Form CRM_OPPORTUNITY_01 (suitable for faxes, letters, and e-mail)

SAP Smart Forms offer the advantage of adapting forms without requiring programming

knowledge, thanks to a completely graphical user interface.


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When you request a printout of a form, the application program obtains the relevant data to

be used and prints it on the form. Data retrieval and form logic are separated from one

another.

SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Smart

Forms is supported).

2.0 HOW TO CREATE AN ACTION

2.1 STEP-BY-STEP PROCEDURE

2.1.1 Enter into any SAP-CRM Server and move to Transaction SPRO.

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions ->

Actions -> Actions in Transactions.


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2.1.3 To create an Action Profile Click on . First read the

documentation.

2.1.4 Now Press the Execute Button to start creating an Action Profile.


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Adding New Fields to the Business Transaction

Using the Easy Enhancement Workbench (EEW), you can add new fields to the data

model of the business transaction, and integrate them into the business processes. SAP

CRM supports you with the following functions:

Addition of new fields, which you can then manually integrate into the userinterface

Transfer of new fields to the Mobile Bridge (interface with CRM Mobile)

Transfer of new fields to SAP ECC

Inclusion and update of new fields in DataSources for SAP NetWeaver BusinessIntelligence (SAP BI)

For these functions, the system automatically generates all necessary objects and table

entries.
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Process

1. To add new fields to the business transaction, use the business object CRMBusiness Transaction and create an enhancement of the typeAdd New Fields.

2. Select business transaction categories that you wish to enhance, for example,

Opportunity, Sales, Service.

Depending on the business transaction categories,

o The fields for the business transaction categories that have not been

selected are not displayed on the interfaceo Only DataSources for the selected business transaction categories are

enhanced

o The system determines the subobjects of the business transaction (for

example, product data, pricing data) that can be enhanced

o The system determines whether a transfer to the SAP CRM Mobile Client

or to SAP ECC is relevant3. You specify for which connected systems the fields are relevant, for example,

SAP NetWeaver BI, SAP ECC.

Transfer of fields to the SAP CRM Mobile Client is only an option if you haveselected at least one of the following business transaction categories:

o Activity

o Contact

o Opportunity

o Sales

o Serviceo Service confirmation

Transfer of fields to SAP ECC is only an option if you have selected the business

transaction categories Sales or Complaints.

Note

You cannnot make enhancements to the SAP CRM Mobile Client or in SAP

NetWeaver BI, in SAP CRM. You must manually maintain the enhancements inthe Mobile Application Studio or in SAP NetWeaver BI.

If you use SAP ECC,append structures are generated there in sales order tables,

and the fields are transferred to the sales order in SAP ECC. There is no automatictransfer to delivery or billing. The fields do not appear on the user interface.

If you want to add new fields to the item data of activities, you have to make

additional settings in Customizing. To do this, choose Customer Relationship

Management Transactions Settings for Activities Activity Journal

Additional Fields , in the SAP CRM Implementation Guide (IMG).
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Technical Implementation

The EEW creates the following repository objects and table entries, in accordance with

your entries:

A data element for each field Customer include structure CI_EEW_, for each subobject to which

fields are added

A dictionary structure with the new fields for each subobject. This structure isincluded in the customer include structure.

Enhancement of the synchronization BDoc for the SAP CRM Mobile Client, as

well as a BAdI implementation for transferring fields to and from the SAP CRMMobile Client

BAdI implementation that maps the fields to the sales fields in SAP ECC (and

vice versa), as well as append structures in SAP ECC

Append structures for the relevant SAP NetWeaver BI DataSources, a BAdI

implementation that fills the fields, as well as the requiredmetadata Append structures for the structures of the External Interface adapter (XIF

adapter)

The following business transaction components can be enhanced, that is they offer a

customer include structure for new fields.

Business Transaction

Component

Technical Name of Business Transaction

Component

General header data ORDERADM_H

General item data ORDERADM_I

Activity data ACTIVITY_HOpportunity data OPPORT_H

Lead data LEAD_H

Product data PRODUCT_I

Financing product data FINPROD_I

Sales data SALES

Shipping data SHIPPING

Billing data BILLING

Organizational data ORGMAN

Pricing data PRICING

Pricing result PRICING_ISchedule lines SCHEDLIN

Service item data SERVICE_I

User-defined header data CUSTOMER_H

User-defined item data CUSTOMER_I

Fund header data FUND_H
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Enhancement of Customer-Specific Business Transaction Components and

Display in the CRM WebClient UI

If you have enhanced the business transaction components Customer_Hfor customer-specific header data, orCustomer_Ifor customer-specific item data, you can easily

display the new fields in the CRM WebClient UI. You do this by using the UIConfiguration Tool in the Customizing activity at Customer Relationship Management

UI Framework UI Framework Definition Configure User Interface .

By default, the corresponding BSP componentsBTCUSTOMER_Hfor customer-specific

header data, orBTCUSTOMER_Ifor customer-specific item data, are available in the

respective overview pages of the header- or item components of the businesstransactions, as available assignment blocks.

For example, the view SOHOverView of BSP componentBT115H_SLSO, which depicts

the overview page for the sales order header, contains the BSP component

BTCUSTOMER_H. The view SOIOverView of BSP componentBT131I_SLS, whichdepicts the overview page at item level, contains the BSP componentBTCUSTOMER_I.

So that the new fields in the CRM WebClient UI can be displayed in the Customer Fields

assignment block, you must still transfer these BSP components to the list of displayed

assignment blocks, in the respective overview pages.

You must also create at least one configuration, with which you define the layout, for theview CustomerIof BSP componentBTCUSTOMER_I, or for the view CustomerHof

BSP componentBTCUSTOMER_H. You thereby define how the fields in the assignment

block are displayed.

Result

You have created a field or several fields for the business transaction categories specified

by you, and the system has created the required repository objects and table entries. You

can then add the field to the user interface, using the UI Configuration Tool.

More Information

You can find general information about the Easy Enhancement Workbench in SAP CRM

at Easy Enhancement Workbench.

SAP CRM EEW(Easy Enhancement Workbench)

The Easy Enhancement Workbench is a development tool with which SAP applications(called Business Objects in the following document) can be extended in a simple manner.
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Customer enhancements to a Business Object are defined via wizards. The Workbench

then does all development work for the user: database tables, screens and application

logic are created automatically. Finally the customer enhancement is included in the SAPstandard. This post will show you how to enhance SAP business transaction step by step.

Step 1.Create a new project.

Go to transaction code EEWB and choose Create Project. Enter project name and

package name.

Step 2.Assign the transport to the project.

So that the extension objects generated by the Easy Enhancement Workbench can be

used in the productive system, the Easy Enhancement Workbench is connected to theChange and Transport System. To include the objects in requests, transport requests must

be assigned to the transportable projects of the Easy Enhancement Workbench.

Step 3.Create A new Extension


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Step 4. Follow the extension wizard to add new fields

In the wizard, you can choose which business transaction categories do you want to

enhance. Then you can define new added fields with data type and length. Once you

finish the definition of extension, the EEWB will automatic generate everything for you.

There are also lots of limitations of EEW generation. For example, Only the first 10

generated extensions are automatically shown in SAPGUI on a tabstrip called Customerfields. For more detail information, please find below SAP Note:


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SAP CRM Territory Management is a tool that is designed to structure and organize

markets by dividing it into territories through a territory hierarchy.

You use a territory hierarchy in the following cases:

To better segment your sales market. With different levels, you can define whowill be responsible for a particular territory at a particular point and the accounts

and products that will be part of that territory

Monitor and administer your market at the desired level of granularity.

Levels need to be defined as n-tier stack, each one with its own Territory IDlength, hierarchy can thus be created accordingly strictly to the defined n-levels.

But not every hierarchy level has to be sub-structured to the maximum n-tier.

The territory hierarchy is linked to the organizational model via the position of theemployee responsible. You can adapt the territory hierarchy or structure to an existing

organizational model structure and assign employees to territories, based on this.

While the organizational model reflects the internal view of your organization, the

territory hierarchy reflects the market view. Changes to the territory hierarchy occur morefrequently than changes to the organizational model. The customer base can increase or

decrease, and territories must be resized or reallocated to accommodate this, to ensure

that a sales representative has the appropriate workload.

SAP territory management has below features:

Initial design and assignment


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This includes defining territory hierarchy levels, creating territories, assigning business

rules to a territory to define its scope, and assigning employees responsible for them.

Restructuring

You can analyze what if scenarios by simulating changes to territories without actuallychanging the underlying territory data.

Continuous management

If a change you make to a territory affects that territorys relationship with accounts,

products or sales area (master data changes), you have to run the Update Territory

Relationships report.


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Texts in SAP CRM Text Determination

There are three Elements to configuring Text in SAP CRM

Text Types

Text Determination Procedure

Access Sequences

Text Types are names of the Text containers. SAP CRM supplies an exhaustive set of

Text Types but new ones can be defined. These are also associated with Objects in

CRM like Business PartnerMaster Data and Transactions.
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Text Determination Procedure is essentially a collection of Text Types. This procedure is

assigned to CRM Objects. This way the Objects in CRM are associated with Text Types

For Each Text type in the Procedure, an Access Sequence is assigned. Access sequencedetermines where to fetch the text that needs to be populated into a Text Type. Thus,

either User can input the text or it can be copied from other locations .

For Example, Access sequence for a Text type in a transaction can be set to fetch the text

from Text Type in Business PartnerMaster Data.
http://howcrmworks.com/2010/03/business-partners-in-sap-crm_part-1-%E2%80%93-master-data/http://howcrmworks.com/wp-content/uploads/2010/08/Text-Determination-with-Access2.pnghttp://howcrmworks.com/2010/03/business-partners-in-sap-crm_part-1-%E2%80%93-master-data/


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Tagged as: Access Sequence,Business Partner,Partner,Text,Text DeterminationNo

Comments

16May/101

Organization Model in SAP CRM Part 4 Org

Determination in TransactionsOrganization Model in SAP CRM not only helps in mapping the software representation

of the organization hierarchy, but also helps automatically determine the organization atransaction will belong to when properly configured for "Organization Determination

Procedure" in Transactions. For example, a new lead transaction for a customer can look

up at the address and determine which sales agent it needs to be assigned to and whichSales office and which Sales Manager will be working on this lead. The system uses the

Attributes defined for different organizations to determine appropriate assignments
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Connected Posts Organization Model in SAP CRM Part 2 - Define Structure

Tagged as: Business Partner,Organization,Partner1 Comment

5May/100

Organization Model in SAP CRM Part 2 Define

Structure

SAP CRM Organization Structure model can be used to map the company Organizations,

Positions and Partners ( Company Employees and Business Partners like external SalesAgencies and Agents).
http://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/http://howcrmworks.com/tag/business-partner/http://howcrmworks.com/tag/organization/http://howcrmworks.com/tag/organization/http://howcrmworks.com/tag/organization/http://howcrmworks.com/tag/partner/http://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-4-%E2%80%93-org-determination-in-transactions/#commentshttp://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/#commentshttp://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/http://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/http://howcrmworks.com/wp-content/uploads/2010/05/Org-Determination-in-SAP-CRM2.pnghttp://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/http://howcrmworks.com/tag/business-partner/http://howcrmworks.com/tag/organization/http://howcrmworks.com/tag/partner/http://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-4-%E2%80%93-org-determination-in-transactions/#commentshttp://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/#commentshttp://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/http://howcrmworks.com/2010/05/organization-model-in-sap-crm-part-1-%E2%80%93-define-structure/


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When defining structure, organizational attributes also can be defined.

Tagged as: Organization, Partner,Relationship,RoleNo Comments19Mar/100

Business Partners in SAP CRM_Part 4 BP

Relationships
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Relationship category, in SAP CRM defines the context in

which two Business partners are related to each other.

Some examples of Business Partner Relationship are:

Is Employee of"

Is an End-Customer of

Is a Sales Agent of

Is a ship to party of

Is a Contact Person for Has Contact Person

Is Married to

Is Channel Partner for

Is Share Holder of

Business Relationships define nature of alliance between two Business partners.

If this relationship is defined in one of the partner records, the corollary relationship is

automatically defined by the system.

Thus if we define :

Business Partner X Is Employee of Business Partner Y

Then following relationship gets defined in the system:

Business Partner Y Has the Employee Business Partner X
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Since the relationship and and any data connected to relationship is common to both the

partners, this data can be maintained only once and available as relationship data than

the data that is tied down to any particular Business partner record.

Thus If we define :

Business Partner X Is Share Holder of Business Partner Y

And we define the percentage of shares held, then this information is available in when

we view either Business Partner X or Business Partner Y

New Relationship categories can be defined in SAP CRM through the configuration

Relationships in Business partner Master Data help to determine appropriate Business

Partners for a transaction

Tagged as: Business Partner,Partner,RelationshipNo Comments

18Mar/104

Business Partners in SAP CRM_Part 3 BP Roles

Business Partners can have several Roles.

The examples of Roles are

Business Partner-General

Sold-To-Party

Ship-To-Party

End Customer
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Sales Agent

Contact Person

Employee

Business Roles define the context and data required for Business partners that engage in

certain Business Processes. All Business partners are created in Business Partner General Role which requires very basic data like Name and address of the customer. The

business partner can be created in a new role as ship-to-party and adding relevant datathat pertains to shipping requirements for the partner.

There is a cross checking relationship between BP Roles and BP Categories. ForExample, if a BP is created in Role Employee, then they must have been created in BP

Category Person or Individual but not in category Organization.

Essentially, by extending Business Partners into different Roles, the role connected

information is added to the basic business partner data.

Later, when business partner engages in various processes, they can only be assigned todifferent processes and documents if they have been appropriately extended in the role

the business context needs. For example a Business Partner cannot to assigned as a SalesAgent, if this person is not extended in the Role as Sales Agent.

The out-of-the-box system has several Roles already defined. But additional roles can bedefined in SAP CRM.

Tagged as: Business Partner,Partner,Role4 Comments

15Mar/100

Business Partners in SAP CRM_Part 1 Master data
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Business partner is a term used to denote a commercial entity with which another

commercial entity has some form of alliance. In SAP CRM, Business Partner Master or

Customer Master stores all the data related to Business Partners.

Business Partner Can be:

Tagged as: Business Partner,PartnerNo Comments

11Mar/100

How to Set Up Business Partner Determination inmySAP CRM

Partner processing is a basic function in transactionprocessing that includes the partner determination procedure, which the system uses to

find and enter partners in transactions automatically. Partner processing also provides

information about the business partner in a document. For example, it can tell you whichbusiness partner to use as the ship-to party or the address number to use. Partner
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processing also ensures that you can implement different partners in a business

transaction. For example, in an order with 10 items, you might have two items to deliver

to another ship-to party or a different address.

Business partners occur in different functions (business and organizational) for mySAP

CRM business transactions such as sales, activities, or service notifications. For example,when processing an order, you need at least a sold-to party (person ordering), a ship-to

party (person receiving the goods), a bill-to party (person receiving the invoice), and apayer (person that pays).

Building Blocks of Partner Processing:

Customization Requirements of Partner Processing:
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What is the difference between an activity and a task in CRM?

An activity is created with reference to the customer, and an activity is always public.Examples of activities are a customer visit, a call back to a customer, an outbound phone

call, an inbound phone call, an outbound e-mail and an inbound e-mail.

A task is created with reference to an employee of the organization. Tasks can be public

or private. A sales rep can create tasks as private to follow up with a customer. Examplesof tasks are a call to a customer or a customer survey.

Task is planned one. Activity is actually what have been done.

A task can be said to be on a level above the activities. A task can be a planned group of

activities. For example the task can be a maintenance of the motor assembly and andthere might be a task list for this maintenance and each item of this list can be an activity.

for example open the coil casing is an activity perfomed for the task of maintenance of

motor.

Documents

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