Professional Documents
Culture Documents
Types of Transaction:
1. Marketing
2. Sales
3. Services
Marketing
1. Marketing Plan
2. Opportunity
3. Activity
1. Marketing Plan:
2. Opportunity Management:
A Request from the customer to the enterprise to deliver a certain amount of products at a certain time or
to provide services by a certain time. From CRM sales order is sent to SAP R/3 for fulfillment.
Service Items
Spare part items
Sales Items
Expense Items
Header Data: Information that is valid for the service Order as a whole.
Item Data:
Information that is valid for the service Order Items only.
2. Complaints
When a customer has issue with material or service provided with or without reference to product sold or
service performed.
Master Data:
Business Partner
Product
Organization Data
Business Partner:
Business Partner categories: Person, Groups, Organization Unit
Business Partner Roles: Sold to party , Bill to Party , Payer.
Organization Data
Product:
Product Type: describes the characteristics of a product.
The product Types available are : Material, Service, Warranty , Financing.
The CRM product master is a collection of various set types that contain specific data. Set types are
groups of attributes and are used to assign fields to a product or individual object.
Attributes are used to describe products and are assigned to set types.
Set types corresponds to a database table and are displayed on various views(tab pages).
Create Attributes:
COMM_ATTRSET
Product:
COMMPR01
BP:
Create a Business Partner
Business Partner FM and Tables:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Business Objects:
1. BUS1006 - BP
2. BUS1006002 - BP Contact Person Relationship
3. BUS1178 - Product
Sales Order:
FM:
CRM_ORDER_GETLIST
CRM_ORDER_GETSTATUS
CRM_ORDER_MAINTAIN
CRM_ORDER_READ
CRM_ORDER_SAVE
Tables:
CRMD_ORDERADM_H - save the header level data for the sales order
CRMD_ORDERADM_I - save the item level data for the sales order
CRMD_ACTIVITY_H - save the header level data for activity
CRMD_ACTIVITY_I - save the item level data for activity
Transaction:
CRMD_ORDER : Create Sales Order , Activity , Service Order ( use BP and Product )
CRM_MKTPL : Create Campaign
EEW :
Master data is required to process Transaction data. Master Data is the foundation for creating
transactions...
Business Partners
Organization Data
Products
Business Partners:
A business partner can have multiple roles. Every role has unique fields that control the behavior of the system. Business
Partners represent entities with which an Organization interacts with to conducts its business.
BP, WEBUI - Accounts & Products - Accounts
Business Partner Roles