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Create Number Ranges and Groupings SPRO SAP Reference IMG Cross Application Components SAP Business Partner

ner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges Click on Intervals Insert Interval and Add entries SPRO SAP Reference IMG Cross Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Groupings and Assign Number Ranges Click on New Entries and Add entries Create Business Partner (BP) Enter Transaction Code BP Click on Person Select Grouping and BP Role Add the required entries and save Click on Organization Select Grouping and BP Role - Add the required entries and save Create Relationship between Person and Organization Enter Transaction Code BP Click on Relationships Select Grouping, Relationship Category and Relationship to BP (Person) - Create Create Organizational Model SPRO SAP Reference IMG Customer Relationship Management Master Data Organizational Management Organizational Model Create Organizational Model T-Code PPOCA_CRM (Create) SPRO SAP Reference IMG Customer Relationship Management Master Data Organizational Management Organizational Model Change Organizational Model T-Code PPOMA_CRM (Change) Head Organization Unit Basic Data Enter the details Address Enter the details Function Select Sales Attributes Enter IN in Value field and check object permitted in determination Save Sales Organization Unit Right Click on Head Organization Unit Create Organizational Unit Basic Data Enter the details

Address Enter the details Function Select Sales and Check Sales Organization Attributes Enter IN in Value field and check object permitted in determination Save Sales Office Right Click on Sales Organization Unit Create Organizational Unit Basic Data Enter the details Address Enter the details Function Select Sales and Check Sales Office Attributes Enter IN in Value field and check object permitted in determination Save Position (Manager) Right Click on Sales Office Create Position Basic Data Enter the details and Check Head of Own Organizational Unit Address Enter the details Function Select Sales Attributes Enter IN in Value field and check object permitted in determination Save User Right Click on Sales Manager Assign Business Partner Enter the search term to select the Business Partner Repeat the procedure to create Marketing and Service Organization Units Create Product Enter Transaction Code COMMPR01 Click on Material For Category MAT_FERT, Click on Continue Enter Description SAP Basic Data Basic Unit of Measure (EA) Sales and Distribution Assign (Select Organization), Sales Unit (EA), Item Category Group (NORM)

Conditions CCtC (OPRO (PR)) Amount and Currency (Text Field) Purchasing Order Unit (EA) Documents If any (Upload) Save Create Attributes SPRO SAP Reference IMG Customer Relationship Management Master Data Listing Settings for Listings Maintain Attributes Select Attribute and Enter Name for the Attribute Create Enter Short Text Definition Attribute Type, Attribute Length and Check Multiple Value Poss. Value Range Enter Single Value and Fixed Value Des. Save Create Set Types SPRO SAP Reference IMG Customer Relationship Management Master Data Listing Settings for Listings Maintain Attributes Select Set Type and Enter Name for Set Type Create Enter the Description Definition Check Material Assigned Attributes Select Attribute (F4) Save Create Hierarchy Enter Transaction Code COMM_HIERARCHY Click on New Hierarchy Enter Hierarchy ID and Text Save Click on New Category Enter Category ID and Short Text Save Category Product Type (Material)

Set Types Click on Add Set Types and Select the Set Type Save Go to COMMPR01 Select Category ID (Hierarchy is generated automatically) Create Transaction SPRO SAP Reference IMG Customer Relationship Management Transactions Basic Settings Define Transaction Types Select the Standard Transaction AG and Click on Copy as (F6) Change the Transaction Type, Short Description and Description Enter Select Category Save Create Item Category SPRO SAP Reference IMG Customer Relationship Management Transactions Basic Settings Define Item Categories Select the Standard Item Category AGN and Click on Copy as (F6) Change the Item Category, Short Description and Description Enter Save Item Category Determination SPRO SAP Reference IMG Customer Relationship Management Transactions Basic Settings Define Item Category Determination Select the Standard entries AG and Click on Copy as (F6) Change the Transaction Type and Enter (For all AGs) Save Create Quotation Enter Transaction Code CRMD_ORDER Go to Business Transactions Create Select the Quotation General Select Sold-to Party, Product, Quantity and Sales Unit Enter Save Organizational Data Determination Step 1

SPRO SAP Reference IMG Customer Relationship Management Master Data Organizational Management Organizational Data Determination Wizard for Organizational Data Determination Create Determination Rule from Organizational Model Start - Click on Continue Enter Basic Data Enter Short Description, Description and Package ($TMP) Select Scenario Sales Select Attributes Create Rule Description Click on Complete Complete Step 2 SPRO SAP Reference IMG Customer Relationship Management Master Data Organizational Management Organizational Data Determination Wizard for Organizational Data Determination Create Determination Rule of Responsibility Type Start - Click on Continue Enter Basic Data Enter Short Description, Description and Package ($TMP) Select Scenario Sales Select Attributes Enter Basic Data for Responsibility Click on Continue Set Values for Attributes Assign Organizational Units for Responsibility Click on Continue Create Detailed Description Click on Continue Complete Step 3 SPRO SAP Reference IMG Customer Relationship Management Master Data Organizational Management Organizational Data Determination Wizard for Organizational Data Determination Create and assign Organizational Data Profile Start - Click on Continue Enter Basic Data for Org Data Profile Profile and Description Select Scenario Sales Select Determination Rule Category Org. Attributes Category Enter Determination Rules Org. Attributes Category (Created in Step 1)

Select Obligatory Attributes Check Sales Organization Assign Profile to Transaction Type Select Transaction Type (Created Earlier) Complete Then Go to Transaction Type and Click on details. New Org Profile is assigned to Org Data Profile Create Business Activity Enter Transaction Code CRMD_ORDER Go to Business Transactions Create Select Business Activity (Ex. Store Visit) Activities Enter the Description Partner Activity Partner, Contact Person, Field Sales Rep. and Key Acc. Manager Activity Journal Product Save Go to SAP Easy Access and Click on Business Workplace (Ctrl+F12) In the Inbox, Find the assigned Activity. Go to the Activity (Store Visit) and change the completion (100 %) and Status (Complete) Save Go to SAP Easy Access and Click on Business Workplace (Ctrl+F12) In the Inbox, No Activity is assigned Create Partner Processing SPRO SAP Reference IMG Customer Relationship Management Basic Functions Partner Processing Define Access Sequence Click on New Entries Enter Sequence and Description Save Select the Access Sequence Double Click Individual Accesses Click on New Entries Enter Batch Sequence Individual Access Source (Business Partner Relationships)

Details on the Source Partner Function (Sold-to Party CRM) Save Partner Determination Procedure SPRO SAP Reference IMG Customer Relationship Management Basic Functions Partner Processing Define Partner Determination Procedure Click on Telesales and Click on Copy as (F6) Change Procedure and Description Save Select the Partner Determination Procedure Double Click on Partner Functions in Procedure Click on New Entries Select the Partner Function General Enter Number of Occurrences (Lowest and Highest) Partner Determination Select Access Sequence and Determination Tm (Recurring) Enter and Save Go to Transaction Type Change Partner Determination Procedure Go to CRMD_ORDER Business Transactions Create Select the Quotation Enter the Sold-to Party Enter the Product, Quantity, Sales Unit Enter Double Click on Product In Partner Tab, Find the Partner Functions Create Status Profile SPRO SAP Reference IMG Customer Relationship Management Transactions Basic Settings Status Management Define Status Profile for User Status Click on New Entries Enter Status Profile, Text and Language Save Double Click on Status Profile

Enter Status Number, Status, Short Text, Initial Status, Lowest and Highest Enter, Click on Object Types Select CRM Order Header, Click on User Status and Save Go to Transaction Types Select Quotation and Double Click Select Status Profile Enter and Save Go to CRMD_ORDER Select Business Transactions Create Select Quotation Select Sold-to Party Enter Select Product, Quantity, Sales Unit Enter Change the Status and See Create Action Profile SPRO SAP Reference IMG Customer Relationship Management Basic Functions Actions Actions in Transaction Create Action with Wizard Start Continue Select/Create Action Profile Check Create New Action Profile | Action Profile, Description, Date Profile | Business Object Repository | Object Type Name BUS2000126 (CRM Business Activity) Create Action Action Definition, Description Set Action Processing (Processing When Saving Document) | Check Schedule Automatically Set Up Partner Determination Remove Checkmark Partner Dependent Select Processing Select Method Call Set Up Processing Method (Copy Document) | Click on Change Document Create | Element, Name, Short Description | D Type ABAP Dictionary Reference: Structure (CRMD_ORDERADM_H), Field (PROCESS_TYPE) | Initial Value: Process Type Action Description Continue Assign Schedule Condition Continue Assign Start Condition Continue Complete

SPRO SAP Reference IMG Customer Relationship Management Basic Functions Actions Actions in Transaction Change Actions and Conditions Define Conditions Scheduling of Actions Select the Action Profile and Double Click Schedule Condition (Tab) Click on Edit Condition Enter Name, Click on Click here to Create a New Condition Drill down CRM Business Activity (User Status) Double Click Click on Operators (=) Constant (F4) - Status Profile (CRMACTIV) Click on E0003 Click OK Save Go to Transaction Type Assign Action Profile Save

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