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Functional Specification
CRM_FS_CRM_MKT_E_007_V1.0.
14-Apr-2009
High Drafted
REVISION HISTORY:
Version # 1.0 Date Modified 3-May-2009 Modified By Consultnat Brief Description of Change Added required information as per technical request
FS Approval
Action Approved Approved Approved Name Signature Date
Cleint Name
Functional Specification
OVERVIEW.......................................................................................................................................................4
BUSINESS DRIVER .................................................................................................................................................................................4 KEY BUSINESS REQUIREMENTS: ................................................................................................................................................................4
DETAILS..........................................................................................................................................................5
SELECTION SCREEN : ............................................................................................................................................................................5 SCREEN LAYOUT / VALIDATIONS FOR EACH SCREEN : .................................................................................................................................5 DETAIL PROCESSING LOGIC:..................................................................................................................................................................12 USER COMMAND :...............................................................................................................................................................................13 REPORT/FORM LAYOUT: ......................................................................................................................................................................13 INTERACTIVE REPORT LEVEL (1.N) :....................................................................................................................................................13 CUSTOMIZING PATH FOR FORMS/SCRIPT AND NAME:..................................................................................................................................13 PAPER REQUIREMENTS:.........................................................................................................................................................................14 PRINT REQUIREMENT:...........................................................................................................................................................................14 PDF OUTPUT REQUIREMENTS:..............................................................................................................................................................14 SPECIAL CHARACTERISTICS:..................................................................................................................................................................14 DATA SAVING CRITERIA.......................................................................................................................................................................14 DATA MAPPING REQUIREMENTS............................................................................................................................................................14 CONVERSION TABLES .........................................................................................................................................................................14 ROUTING TABLE .................................................................................................................................................................................17 TRIGGER EVENT FOR THE WORKFLOW .....................................................................................................................................................17 TERMINATION EVENT FOR THE WORKFLOW...............................................................................................................................................17
OTHER DETAILS............................................................................................................................................17
EXCEPTION HANDLING RULES...............................................................................................................................................................17 SPECIAL REQUIREMENTS.......................................................................................................................................................................17 DEPENDENCIES....................................................................................................................................................................................17 CONSTRAINTS .....................................................................................................................................................................................17 TEST SPECIFICATION.............................................................................................................................................................................18
Functional Test Scenarios.........................................................................................................18 Test Data & Other Needs...........................................................................................................18 Test System & Environment......................................................................................................18
SECURITY/AUTHORIZATION REQUIREMENTS.............................................................................................................................................18
Cleint Name
Functional Specification
INTRODUCTION
Purpose of the document
The purpose of this document is to document any SAP code modification or additional processing logic requirements to further enhance the standard SAP delivered functionality. This document once approved by the appropriate authorities as mentioned in section Document Control forms the basis of Technical specification and the development work by the Development team.
Request Overview
Type: Module pool program Table ABAP Report Form Other_________________ Tools used SAP Forms Interface Type: Direction: Data latency: ABAP Program Information System Smart form XI Inbound Real-time ALE Outbound Batch Report Writer ALV Sap script Other ________ Others (Specify) Both (Synchronous) On-demand BADI Search Help Query User Exit
LSMW
ABAP Development
Other ____
Quarterly
Monthly
Weekly
Modules Impacted:
FI HR
MM
PP
PM
BW
IS OIL
Complexity
High
Cleint Name
Functional Specification
OVERVIEW
Business Driver ABC of science and technology is implementing SAP CRM to automate their business process of grants/aid information using Grants Management system, area in CRM. in Grants Mgmt built combination of Grantor Management and Grantee Management. Grantor is implemented in SAP CRM Technology, Grantee process will be mapped in ECC/R/3. Key business requirements: ABC CLIENT can execute various events for internal or external people, when they wanted to communities these events information to external entities SAP CRM has provided a functionality in Marketing areas with the help of Marketing Planning, Campaign Management , Target groups etc., Using these functionalities they will send the communication to Targeted people. Once ABC CLIENT send the information about the Event if they are interested they will register and they will provide additional details as requested by ABC CLIENT like passport information and valid visa information. Once ABC CLIENT received the data from targeted audience then they will do necessary actions like if target audient is out side of the KSA taken care about visa process, once they arrive to KSA accommodation and Transportation all the things will be taken care by various other departments. High level Process overview ABC CLIENT can use this business scenario to cover the complete process for running a Campaigns(Events) starting with market analysis, continuing with execution of the Campaigns, and ending with the closure of the events and analysis of the results. Campaigns serve as operative marketing planning. They describe actions that are carried out, for example, mailing actions, product promotions and telemarketing. Once a campaign has been set up, it can be tracked throughout its duration and the results used in future planning. Criteria such as target groups, products, documents, responsible employees and the budget are defined in the campaign for these activities. The scenario shows the possible steps that are involved in a complex campaign. Here we see, for example, how the different systems interact with the SAP Customer Relationship Management (CRM) System; how you can analyze campaign attributes and carry out the necessary budgeting and performance monitoring in SAP Business Information Warehouse (BI).
Cleint Name
Functional Specification
DETAILS
Selection Screen :
< Specify the selection screen details here>
Screen Label Referenced Field Range of Value Attributes, Default Values Validations / Checks Comments/ Selection Criteria (select options, parameters, radio buttons, checkboxes)
1. 2. 3. SPECIFIY VALIDATIONS FOR EACH FIELD: When Campaign is executed an Email should triggered to the respect Target group, This link should contains 5 views and each view should be followed by various fields.
Personal Information
Cleint Name
Functional Specification
Note: All the Personal Information view fields are already available in every BP Role Address Tab.
Contact Information
Cleint Name
Functional Specification
Note: All the Contact Information view fields are already available for all BP Roles Address Tab. Visa Information
Cleint Name
Functional Specification
Note: These all the fields are we need to enchance as per the ABC CLIENT Requirement.
Travel Requirments 8
Cleint Name
Functional Specification
Note: These all the fields are we need to enchance as per the ABC CLIENT Requirement.
Special Instructions
Cleint Name
Functional Specification
Note: These all the fields are we need to enchance as per the ABC CLIENT Requirement.
SPECIFIY F1 HELP REQUIREMENTS FOR EACH FIELD: SPECIFY VALUE REQUEST FOR REQUIREMENTS FOR EACH FIELD:
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Cleint Name
Functional Specification
No, I am not attending Please keep me in the database (DEFAULT Check Box) No, I am not attending Keep me in the data based but I like to send alternate in my place o Would need to input First Name, Last Name, Position, Organization, Phone, Mobile Phone and email. (separate Sub view) No, I am not attending, please unsubscribe me from all ABC CLIENT Communication (this email get flag and not message get sent to them)
The mail BP related Table is BUT000 in this table we will get most of the fields were available,
Personal Information (In this view some of the fields data already available with BP Number, when ELM is executed all these
data uploaded to CRM data available fields should display data, bp should not have change access)
- Title - Job Title - First name - Middle Name - Last Name - Organization - Nationality - Country of the Residence
Contact Information ( All these field are available in ADRC table) - Preferred Email Id (ADRC.FLAGCOMM6) - Telephone (ADRC.TEL_NUMBER) - Mobile (SZA11_0100.MOB_NUMBER) - Fax (ADRC.FLAGCOMM3) - Mailing Address (ADRC.ADDRESS_ID) - City (ADRC.CITY1) - Postal Code (ADRC.POST_CODE1) - State/Region (ADRC.REGION) - Name ztable - Telephone ztable - Email ztable Visa Information ( There is standard data structure available VBUT0ID, it should store all these data in this structure) - I require Visa ztable - Passport Number (VBUT0ID.fs0002.idnumber) - Sex (BUT000.XSEXU) - Passport Expiry (VBUT0ID.fs0002.valid_date_to) - Age ztable - Visa pick up country ztable
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Cleint Name
Functional Specification
Date of Birth (BUS000FLDS.BIRTHDT) Nearest Saudi Embassy ztable Region ztable Attach copy of the photo ztable Travel Requirement - Departure Date ztable - Departure City ztable - Returning date ztable - Notes ztable Special Instruction -Is there anything else you think we should know? Ztable
SPECIFY APPLICATION TOOL BAR BUTTONS / LOGIC: SPECIFY ALV TOOL BAR BUTTONS / LOGIC: SPECIFY OTHER BUTTONS (Push buttons/Radio Buttons/ Check Box) LOGIC:
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Cleint Name
Functional Specification
User command :
<Specify the user command details >
Report/Form Layout:
<Specify the details of reports and layouts ,Please attach the sample output format >
Once he log in to Web form all above mentioned views and fields should be displayed, once he provide the date and save the form automatically data should be saved in the respect tables.
Interactive report level (1.n) : Customizing path for forms/script and Name:
<Specify the customizing path required to configure for this development >
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Cleint Name
Functional Specification
Paper Requirements:
<Specify if any specific paper requirement is there >
Print Requirement:
<Specify if any print requirement is there >
Info types
<Specify Info type details>
[Direct One to one mapping; Logic derived value from one or more source fields; Table One-to-One and Many-to-One mapping based on table below; Constant Does not depend on source data]
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Cleint Name
Functional Specification
Table name
ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA ZCONADDTDATA
Field
ZContact Name ZTelephone ZEmail zAge Zvisa pick up country ZI Require Visa ZNearest Saudi Embassy ZRegion ZAttached scanned copy ZDepature date ZDepature city Zreturning date Znotes Zspecial instruction
Key
-
Initial
Length
Char
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Cleint Name
Functional Specification
Other developments
1. Tables: Specify the name of the Standard SAP table to be enhanced or mention new tables to be created. Specify Name (Short, Medium, Long), data element, domain, Reference field, length, F1 Help document
BUT000 is the standard table where all the BP data will be saved, we need to define a table where all the enhancement data should stored and linked to this standard table. 2. Matchcode ID or search help: Specify the new matchcode ID, which has to be entered or changed. Provide details about the fields to be selected and the path in the SAP System, where the matchcode ID can be found.
3.
Modification:
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Cleint Name
Functional Specification
4.
Other Objects:
Trigger event for the workflow When Bp Details updated for BP record one work flow should triggered and thanks mail should go to BP. Termination event for the workflow
<Specify Transaction / Event relevance/ Dead line monitoring for the termination of workflow>
OTHER DETAILS
Exception Handling Rules Special Requirements
<Provide any special requirements related to this development effort such as language translations, configurability or personalization allowed, etc.>
Dependencies Constraints
<Discuss all the constraints or the limitations if any for this technical object>
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Cleint Name
Functional Specification
Test Specification
<This portion of the document is used to plan the unit testing. It includes items such as defining the test participants, the test environment, the schedule, and scope of the testing event.>
Test Scenario
Expected Results
Comments
2 3
Security/Authorization Requirements
<Provide any special authorization checking or data security provisions required.>
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