mySAP Customer Relationship ManagementGetting Started with mySAP CRM
Getting Started with Mobile Client ApplicationsGetting Started with the Interaction CenterGetting Started with the People-Centric UICRM EnterpriseMarketingMarketing PlanningCustomer SegmentationExternal List ManagementCampaign ManagementCampaign Management for the Media IndustryCampaign Management for UtilitiesSAP Trade Promotion ManagementLead ManagementProduct ProposalKnowledge ManagementEnterprise SalesSales Planning and ForecastingAccount and Contact ManagementTerritory ManagementActivity ManagementOpportunity ManagementQuotation and Order ManagementContract ManagementCRM Incentive and Commission ManagementSales Management for Residential CustomersSales Management for Commercial and Industrial CustomersSales Against ContractContracts and Chargeback for PharmaceuticalsValue-Based Detailing for PharmaceuticalsIntellectual Property Management for the Media IndustryEnterprise ServicePlanned ServicesService Contract and Entitlement ManagementUsage-Based BillingService Order ManagementCase ManagementCase Management for Public SectorComplaints and Returns ManagementIn-House RepairService Parts Order FulfillmentProduct Service Letter ManagementConstituent Services for Public SectorProfessional ServicesAnalyticsCustomer AnalyticsProduct AnalyticsMarketing AnalyticsSales AnalyticsService AnalyticsInteraction Channel AnalyticsField ApplicationsField MarketingField Campaign Management with Mobile SalesMaster DataBasic FunctionsInboxRejectionsRejection BehaviorNotificationsPersonalizationPending ConfirmationsCross-Component FunctionsInstant ReportingAttachmentsNotesUsing Advanced SelectionGetting Started with Mobile Client ApplicationsCampaign PreparationCampaign PlanningCampaign ExecutionCampaign Preparation with Mobile SalesCampaignBasic Data in CampaignsAssigning ProductsAssigning PartnersStatus ManagementMarketing CalendarCreating a QueryTarget GroupsGenerating a Target GroupCreating SelectionsStandard SelectionsAdvanced SelectionsAssigning Target GroupsProcessing a Target GroupAssigning Marketing Attributes Sets to Target Group MembersAttributesAttribute SetsCampaign Planning with Mobile SalesAllocation PlanningAllocation MaintenanceAllocation ManagementPlanning in Mobile Sales for Campaigns and Trade PromotionsPlanning on Key Figures in Mobile SalesVolume and Trade Spend Planning in Mobile SalesCost Planning in Mobile SalesSuccess Key Measure Planning in Mobile SalesPlanning in Microsoft ExcelMass GenerationActivity Template for Mass GenerationOpportunity Template for Mass GenerationDetermination of Persons ResponsibleDefining Persons ResponsibleProcessing Mass Generated OpportunitiesProcessing Mass Generated ActivitiesCampaign Execution with Mobile SalesMarketing CalendarCreating a QueryBasic Data in CampaignsActivity JournalsCampaign Monitoring and Success AnalysisReplicating SAP BW Analysis to Mobile ClientAnalyzing Local Data with Mobile ClientField Trade Promotion Management with Mobile SalesMaster DataGetting Started with Mobile Client ApplicationsPlanning Account Volume with Mobile SalesBasic FunctionsInboxRejectionsRejection BehaviorNotificationsPersonalizationPending ConfirmationsCross-Component FunctionsInstant ReportingAttachmentsNotesUsing Advanced SelectionOffline Account Volume PlanningPlanning in Microsoft ExcelCharts and Target ObjectivesTrade Promotion Planning with Mobile SalesBasic FunctionsInboxRejectionsRejection BehaviorNotificationsPersonalizationPending ConfirmationsCross-Component FunctionsInstant ReportingAttachmentsNotesUsing Advanced SelectionTrade PromotionsMarketing CalendarCreating a QueryDeal MasterWorking with Deals in the Marketing CalendarGenerating Trade Promotions from DealsBasic Data for Trade PromotionsMarketing-Specific Additional Date RangesAssigning ProductsAssigning PartnersMarketing-Specific Customer DefaultsStatus ManagementPlanning in Mobile Sales for Campaigns and Trade PromotionsPlanning on Key Figures in Mobile SalesVolume and Trade Spend Planning in Mobile SalesCost Planning in Mobile SalesSuccess Key Measure Planning in Mobile SalesPlanning in Microsoft ExcelCondition Generation with Mobile SalesTrade SpendsSales Order ProcessingBasic FunctionsPartner ProcessingPartner Processing: OverviewBasic Elements of Partner ProcessingPartner FunctionsPartner Function Categories and Relationship Categories in CRMPartner Function Categories and Relationship Categories in EBP"Undefined Partner" and "Is the Undefined Partner of"When "Undefined Partner" Is the Best ChoiceWhen Not to Use "Undefined Partner"Blocking Partner FunctionsExcluding Partner Functions in Master DataBlocking Partner Functions in Partner ProcessingAccess SequencesPartner Determination ProceduresPartner Processing and Business Partner Master DataPartner Determination Using Business Partner RelationshipsInternational Address Version MaintenancePartner Processing and Organizational DataAttributes and Rules Used in Partner DeterminationPartner TeamsAlternative Partner ProposalDifferences Between CRM and R/3Conceptual Differences: Partner Processing in CRM and R/3Maintaining Business Partner Master DataPartner Type in R/3 and Partner Function Category in CRMAccount Group in R/3 and Business Partner Classification in CRMBusiness Partner Relationship CategorySources for Partner DeterminationSequences in R/3 and Access Sequences in CRMCustomizing DifferencesPricingThe Pricing ProcessPrice ListExpiring CurrenciesPrice Agreements in ContractsMaintaining Pricing in Business TransactionsMaintaining ConditionsImplementing New PricingDifferences in Pricing in CRM and R/3Differences in Pricing in SAP CRM and SAP R/3Differences in the Data ModelDifferences in Routines (Formulas and Requirements)Data Exchange for ConditionsData Transfer from the R/3 System (Download)Differences in Pricing in SAP CRM and SAP R/3Differences in the Data ModelDifferences in Routines (Formulas and Requirements)Transferring Customizing DataCopying Customizing Data into the CDB (Consolidated Data Base)Transferring Master DataCorrection Possibilities for Copying Master DataCopying Master Data into the CDBRoutines (Formulas and Requirements)Data Transfer to the R/3 System (Upload)Copying Master Data (from CRM to R/3)Correction OptionsUsing Data Integrity Manager for ConditionsFree GoodsThe Transaction Tax EngineThe Transaction Tax Engine EnvironmentCalling The Transaction Tax EngineTax Event DeterminationDecision Tree For Tax Event DeterminationField Catalog For Tax Event DeterminationMaintaining The Field Catalog VariantDecision Tree Elements: OverviewMaintaining The Decision Tree For Tax Event DeterminationMaintaining Parameter Comparison TestsMaintaining Value Comparison TestsMaintaining ResultsMaintaining ErrorsSample Decision TreeGlossary: Overview of Decision Tree TerminologyThe Simulation ToolInput Document: OverviewTTE Input Document: InterfaceTTE Business Partner: InterfaceTTE Product: InterfaceMaintaining The Input DocumentSimulating Tax Determination And Tax CalculationInterpreting The Output DocumentGenerating The Sample DocumentTax Determination And Calculation ProcessTax DeterminationInvoice Verification: Tax ProcessSales Order: Tax ProcessTax Amount Calculation For Sales OrdersAccessing TTE ResultsFiscal Code DeterminationBasic Settings: ChecklistCRM Master Data For Tax CalculationMaintaining Tax Classification SettingsMaintaining The Departure CountryMaintaining The Destination CountryAdding Tax Classification to BP ViewSRM Scenarios: General InformationText ManagementText ObjectText TypeText Determination ProcedureDefinition of Text Determination ProcedureText DeterminationType of Text TransferDefinition of Access SequenceAssignment of FieldsStandard Texts in CRMCheck Text Customizing for ConsistencySetting New Text TypesSpecify a Text Type in SAPscriptTranslating Text TypesSetting TextsSet Texts Using Text DeterminationTranslating Procedure Descriptions and Access Sequence DescriptiDate Management (CRM-BF-DAT)DateDurationDate RulesReference ObjectsDates in Business TransactionsActions in CRM EnterpriseControlling ActionsProcessing timeScheduling ActionsScheduled ActionsConditions for Scheduling and Starting ActionsDetermining ConditionsCondition EditorProcessing Actions in DocumentsAction ListProcessing Actions using the Application ToolbarAction MonitorActions for AlertsPrinting Transactions Using ActionsProcessing Actions with Dialog BoxesOutput DeterminationConditions for OutputExample: Conditions for Order ConfirmationSales Order Confirmation by E-MailOpportunity PlanIssuing Output from Transaction DocumentsAction MonitorPrinting Output via the Action MonitorAvailability CheckAvailability InformationAvailability Check Using SAP APOAvailability Check and Planning in SAP APOAvailability Check in SAP APO, Planning in SAP R/3Other Technical ScenariosSet up System Landscape for CRM Enterprise and SAP APOSet up Logical Systems and RFC ConnectionsSet up SAP APO Core Interface (APO-CIF)Set up Test Data for Availability CheckSet up SAP APO-CIF Integration ModelSet up Location (Plant)Set up Customizing for Availability CheckRules-Based Availability CheckChanging Sales Order Items Relevant for Rules-Based ATP CheckExample 1: Rules-Based ATP Check - SubitemsExample 2: Rules-Based ATP Check - Schedule LinesExample 3: Rules-Based ATP Check - Unconfirmed Quantities IExample 4: Rules-Based ATP Check - Unconfirmed Quantities IIAvailability Check Using SAP R/3Availability Check Using External SystemsCredit ManagementAutomatic Credit CheckCredit Update for Unreplicated DocumentsCash on DeliveryPayment Card ProcessingCreating Payment Card TransactionsAuthorizationAuthorization HorizonAddress Verification SystemCard Verification ValueMerchant ID DeterminationCustomizing Payment Card ProcessingConcept and Basic Functions of the Business TransactionBusiness TransactionConcept of Transaction ProcessingCustomizing for Business TransactionsCombined Business TransactionsTransaction Variants Depending on Transaction TypesAuthorization Check in the Business TransactionProcess Flow of Authorization Check in Business TransactionsCheck on Visibility in the Organization ModelAuthorization Objects and Authorization FieldsExamples for the Authorization AssignmentScreen Sequence Control of the Business TransactionScreen Sequence ControlScreen Control Data for the Business Transaction TypeScreen Profile Type and Screen ProfileScreen Control Data GroupingScreen Panel, Subpanel and Tabstrip PanelItem Profile Type and Item ProfileSelection of the Screen Control DataTabstrip Assignment (Assignment of the Tab Page Title)Entering Screen Control DataProcessing the Screen Control DataProcessing Transactions in the SAP GUILocatorLocator and Interface SettingsDocument Flow in Business TransactionsDocument Flow at Item LevelCopying Business TransactionsContent Management in the Business TransactionIncompleteness Check in Business TransactionsStatus Management in Business TransactionsChange HistoryEasy Enhancement Workbench for Business TransactionsData Exchange for Business TransactionsBilling PlanBilling PlanMilestone Billing PlanCurrency Conversion ProgramArchiving of Business TransactionsAvailable Archiving ObjectsUnderstanding the Data that Is ArchivedAttachments and Linkages in a Document FlowAuthorizationsMaintaining Residence TimesArchivability CheckSearching and Displaying Archived Business TransactionsSales TransactionProduct DeterminationProduct SubstitutionProduct Configuration in the Sales TransactionVariant Matching in Sales TransactionsCampaign DeterminationBatches in the Sales TransactionBatch Characteristics in the Sales TransactionStructured Products in the Business TransactionExample 1: Sales Order With Structured ProductExample 2: After Raising the Quantity for the Header ProductExample 3: After Adding a Schedule Line for the Header ProductCommitting Business Transaction Items for DeliveryExample 1: Calculation of the Commitment DateExample 2: Calculation of the Commitment DateExample 3: Calculation of the Commitment DateProposing Requested Delivery Date in the HeaderOrder Quantity CheckSpecifying Fixed Date and QuantityChecking Existing Partner/Product RangesSchedule LinesProductsStatusIssuing Output from Transaction DocumentsData Exchange for Business TransactionsData Exchange for Sales Transactions: CRM Enterprise – SAP R/3Changing Business Transactions Transferred to SAP R/3Cross-System LockData Exchange for Sales Transactions: CRM Enterprise – CRM MobilSales OrdersAvailability Check in the Sales OrderLocation Determination in the Sales OrderChanging Sales Order Items Relevant for Availability CheckGrouping Sales Order Items for DeliveryDelivery GroupDelivering All Items With One Delivery (Complete Delivery)Delivering Several Items With One DeliveryDelivering One Item With One DeliveryDelivery Group: ExamplesExample: Later Confirmed Delivery DateExample: No Confirmed Delivery DateExample: Partial DeliveryBackorder processingAvailability Information in the Sales Order (Using SAP R/3)Changing Business Transactions Transferred to SAP R/3Cross-System LockGrouping Sales Order Items for DeliveryDelivery GroupDelivering All Items With One Delivery (Complete Delivery)Delivering Several Items With One DeliveryDelivering One Item With One DeliveryDelivery Group: ExamplesExample: Later Confirmed Delivery DateExample: No Confirmed Delivery DateExample: Partial DeliverySales Order Confirmation by E-MailWorkflow for Long Texts in Sales OrdersCampaign DeterminationData Exchange for Sales Orders: CRM Enterprise – SAP R/3Controlling IntegrationIntegrated Functions in Other SystemsBusiness Activity ProcessingBasic FunctionsActions in CRM EnterpriseControlling ActionsProcessing timeScheduling ActionsScheduled ActionsConditions for Scheduling and Starting ActionsDetermining ConditionsCondition EditorProcessing Actions in DocumentsAction ListProcessing Actions using the Application ToolbarAction MonitorActions for AlertsPrinting Transactions Using ActionsProcessing Actions with Dialog BoxesPartner ProcessingPartner Processing: OverviewBasic Elements of Partner ProcessingPartner FunctionsPartner Function Categories and Relationship Categories in CRMPartner Function Categories and Relationship Categories in EBP"Undefined Partner" and "Is the Undefined Partner of"When "Undefined Partner" Is the Best ChoiceWhen Not to Use "Undefined Partner"Blocking Partner FunctionsExcluding Partner Functions in Master DataBlocking Partner Functions in Partner ProcessingAccess SequencesPartner Determination ProceduresPartner Processing and Business Partner Master DataPartner Determination Using Business Partner RelationshipsInternational Address Version MaintenancePartner Processing and Organizational DataAttributes and Rules Used in Partner DeterminationPartner TeamsAlternative Partner ProposalDifferences Between CRM and R/3Conceptual Differences: Partner Processing in CRM and R/3Maintaining Business Partner Master DataPartner Type in R/3 and Partner Function Category in CRMAccount Group in R/3 and Business Partner Classification in CRMBusiness Partner Relationship CategorySources for Partner DeterminationSequences in R/3 and Access Sequences in CRMCustomizing DifferencesDate Management (CRM-BF-DAT)DateDurationDate RulesReference ObjectsDates in Business TransactionsOrganizational Management in SAP CRM EnterpriseDifferences in the Organizational Data in R/3 (SD) and CRMOrganizational Objects (CRM)Organizational UnitService organizationSales organizationBusiness PlacePositionHolderMaintaining the Organizational Model in CRMWorking with Screen AreasValidityValidity of Objects and AssignmentsSelecting a Date and Preview PeriodActivating/Deactivating Query Time PeriodValidity of Object CharacteristicsObject ManagerFinding/Selecting ObjectsUsing Search ToolsUsing Search VariantsDisplaying/Editing ObjectsCreating ObjectsCopying ObjectsAssigning/Moving/Repositioning ObjectsTerminating/Deleting Objects or AssignmentsGeneral Attribute MaintenanceAttributes for Sales and Service ScenariosAttribute InheritanceDetermining Organizational DataRule Resolution Using ResponsibilitiesRule Resolution Using Organizational ModelOrganizational Data Determination in Internet SalesOrganizational Data in Transaction DocumentsOrganizational Data LogCheck List for Organizational DataBuffering for CRM Organizational DataData Exchange for Organizational DataMaintain Number Ranges for Organizational DataEnhanced Backend Integration Version of CRM Organizational ModelCopying the Sales Structure from R/3 to CRM EnterpriseCreating the Organizational Model Manually in CRMDistributing the Organizational Plan from R/3 HR with ALETransferring the Org. Model from CRM Enterprise to CRM MobileConcept and Basic Functions of the Business TransactionBusiness TransactionConcept of Transaction ProcessingCustomizing for Business TransactionsCombined Business TransactionsTransaction Variants Depending on Transaction TypesAuthorization Check in the Business TransactionProcess Flow of Authorization Check in Business TransactionsCheck on Visibility in the Organization ModelAuthorization Objects and Authorization FieldsExamples for the Authorization AssignmentScreen Sequence Control of the Business TransactionScreen Sequence ControlScreen Control Data for the Business Transaction TypeScreen Profile Type and Screen ProfileScreen Control Data GroupingScreen Panel, Subpanel and Tabstrip PanelItem Profile Type and Item ProfileSelection of the Screen Control DataTabstrip Assignment (Assignment of the Tab Page Title)Entering Screen Control DataProcessing the Screen Control DataProcessing Transactions in the SAP GUILocatorLocator and Interface SettingsDocument Flow in Business TransactionsDocument Flow at Item LevelCopying Business TransactionsContent Management in the Business TransactionIncompleteness Check in Business TransactionsStatus Management in Business TransactionsChange HistoryEasy Enhancement Workbench for Business TransactionsData Exchange for Business TransactionsBilling PlanBilling PlanMilestone Billing PlanCurrency Conversion ProgramText ManagementText ObjectText TypeText Determination ProcedureDefinition of Text Determination ProcedureText DeterminationType of Text TransferDefinition of Access SequenceAssignment of FieldsStandard Texts in CRMCheck Text Customizing for ConsistencySetting New Text TypesSpecify a Text Type in SAPscriptTranslating Text TypesSetting TextsSet Texts Using Text DeterminationTranslating Procedure Descriptions and Access Sequence DescriptiArchiving of Business TransactionsAvailable Archiving ObjectsUnderstanding the Data that Is ArchivedAttachments and Linkages in a Document FlowAuthorizationsMaintaining Residence TimesArchivability CheckSearching and Displaying Archived Business TransactionsActivity ManagementActivityBusiness ActivityWorking with Activities in CRM EnterpriseWorking with Activities in the CRM Enterprise System - ExampleActivities in the Business Workplace (CRM Enterprise)Activities in the Calendar (CRM Enterprise)Integration of CRM Calendar with Groupware CalendarMapping the CRM Enterprise Calendar with Groupware CalendarsMapping the CRM Calendar with a Groupware Calendar: ExampleIntegration of CRM Enterprise Calendar with Microsoft OutlookCalendar FunctionsThe Calendar DisplayThe Standard Toolbar for the Daily and Weekly ViewsAppointmentsTime ZonesDisplaying the Appointments of Several UsersUser SettingsBusiness Partner CockpitBusiness Partner CockpitFact SheetWorking with the Fact SheetPersonalizing Fact Sheet ViewsFact Sheet in the SAP Enterprise PortalActivity Monitor in CRM EnterpriseActivity Processing in CRM EnterprisePartners in ActivitiesTexts in ActivitiesCreating Texts in ActivitiesCreating Attachments in ActivitiesAddresses in ActivitiesQuestionnaires in ActivitiesAssignment of Multiple Surveys to TransactionsActivity JournalsSignature RecordingObject RelationshipsTemplates for ActivitiesCustomer Screen in the CRM Enterprise ActivitySending CRM Enterprise ActivitiesCopying Business TransactionsField SalesSales Planning and ForecastingField Territory Management with Mobile SalesMaster DataGetting Started with Mobile Client ApplicationsLogging OnApplication Window at a GlanceMenu and SubmenusOnline/Offline SwitchContext MenusToolbarHeader AreaNavigation BarView AreaTile SetTileApplication ControlsTree ControlStatus BarBusy IndicatorDialog BoxesFirst StepsNavigatingWorking with TilesPerforming a SearchSorting Business Data in a ListNavigating: More OptionsManaging Your Business DataCreating Business ObjectsChanging DataSaving DataDeleting Business ObjectsPrintDrag and DropAuto-CompleteField HistoryHelpError MessagesShortcutsShortcuts – Menu and Navigation BarShortcuts – Tile SetsShortcuts – Application ControlsPersonalizing the ApplicationMaintaining FavoritesHistory and Favorites OptionsGeneral OptionsOptions for Server SynchronizationAccessibility FeaturesLarge Fonts SupportScreen Reader SupportRight-to-Left Languages SupportTablet Computer FeaturesInk Popup for Tablet ComputersInk Image Control for Tablet ComputersSignature Control for Tablet ComputersTerritory Hierarchy PlanningTerritory MaintenanceMaintaining Territory HierarchySpecifying Validity Period of TerritoryAssigning Attribute Values to TerritoryAssigning Business Partners to TerritoryAssigning Products to TerritoryAssigning Employee to TerritoryTerritory Determination in the Business TransactionEmployee Determination in the Business Transaction (Based on TerSearching for TerritoriesSubscription Generation on the Basis of Territory ManagementCreating Subscription Generators for Territory specific PublicatThe Administration ConsoleCreating and Managing Replication Relevant ObjectsManaging Replication ObjectsCreating Replication ObjectsAdding Potential Criteria Fields for Replication ObjectsDeleting Replication ObjectsManaging InterlinkagesCreating or Deleting InterlinkagesManaging PublicationsCreating PublicationsDisplaying/Changing PublicationsDeleting PublicationsManaging the Subscription Generator (the Subscription Agent)Creating Subscription GeneratorsUsing Static Where ClausesUsing Dynamic Where ClausesUsing The Call FunctionLinking Criteria FieldsTransporting Subscription GeneratorsChanging or Deleting Subscription GeneratorsEnhancing or Changing Criteria RulesCopying Subscription GeneratorsTesting and Executing Subscription GeneratorsManaging SubscriptionsCreating SubscriptionsDisplaying/Changing or Deleting SubscriptionsManaging SitesCreating, Changing or Deleting SitesExtracting Data for SitesDeactivating and Activating SitesCreating Replacement Rules for SitesChanging or Deleting Replacement Rules for SitesCreating Site Scheduling TemplatesCreating Templates with the Template MaintenanceDefining Templates Using already created Scheduling RulesManaging EmployeesChanging EmployeesManaging OrganizationsCreating, Changing or Deleting OrganizationsAssigning Subscriptions IndirectlyTransferring Data with the Administration ConsoleProviding Mobile Clients with SAP BW DataMaking Settings in SAP BWMaking Settings on the SAP CRM ServerManaging and Monitoring BW Requests for Mobile ClientsDetail Settings for BW RequestsLookup for BW Variant NamesGeneric Variant DefinitionExample: Generic Variant DefinitionExample: Customer-Defined Conversion ModuleCRM Middleware Parameters for BW RequestsDistributing Data to Mobile ClientsBW Report AssemblerSolving Problems on Mobile ClientsLog FileLoading User Data and SitesLogs, Checks and Background JobsRetrieving and Editing Log DataRetrieving Log Data for the Subscription AgentCheck Replication Relevant ObjectsChecking and Updating LookUp TablesScheduling Background JobsOverview of the Graphical User InterfaceCalling up Menus and FunctionsSelecting and Displaying Object Types and ObjectsSelecting Object TypesSelecting ObjectsDisplaying ObjectsDisplaying Object DetailsDisplaying Information on the Selected ObjectDisplaying Information on Dependent ObjectsData Consolidation for Mobile ApplicationsHow Data is ReplicatedData Model for ReplicationModeling RealignmentFiltering in Replication by Criteria FieldsHow is Realignment Triggered?Relevant Tables for Replication and RealignmentSales Analysis by TerritoryIntegrated Functions in Other SystemsField Account and Contact Management with Mobile SalesMaster DataGetting Started with Mobile Client ApplicationsPlanning Account Volume with Mobile SalesOffline Account Volume PlanningPlanning in Microsoft ExcelCharts and Target ObjectivesAccount Processing with Mobile SalesBasic FunctionsChart OverviewCross-Component FunctionsInstant ReportingAttachmentsNotesUsing Advanced SelectionInboxRejectionsRejection BehaviorNotificationsPersonalizationPending ConfirmationsNotesReportsMaintaining Business Partner DataBusiness Partner RelationshipsContact Person DataSales Area DataCommunication DataBusiness HoursPartner FunctionFact SheetOptions for Server SynchronizationTask Processing with Mobile SalesBasic FunctionsActions in CRM EnterpriseControlling ActionsProcessing timeScheduling ActionsScheduled ActionsConditions for Scheduling and Starting ActionsDetermining ConditionsCondition EditorProcessing Actions in DocumentsAction ListProcessing Actions using the Application ToolbarAction MonitorActions for AlertsPrinting Transactions Using ActionsProcessing Actions with Dialog BoxesPartner ProcessingPartner Processing: OverviewBasic Elements of Partner ProcessingPartner FunctionsPartner Function Categories and Relationship Categories in CRMPartner Function Categories and Relationship Categories in EBP"Undefined Partner" and "Is the Undefined Partner of"When "Undefined Partner" Is the Best ChoiceWhen Not to Use "Undefined Partner"Blocking Partner FunctionsExcluding Partner Functions in Master DataBlocking Partner Functions in Partner ProcessingAccess SequencesPartner Determination ProceduresPartner Processing and Business Partner Master DataPartner Determination Using Business Partner RelationshipsInternational Address Version MaintenancePartner Processing and Organizational DataAttributes and Rules Used in Partner DeterminationPartner TeamsAlternative Partner ProposalDifferences Between CRM and R/3Conceptual Differences: Partner Processing in CRM and R/3Maintaining Business Partner Master DataPartner Type in R/3 and Partner Function Category in CRMAccount Group in R/3 and Business Partner Classification in CRMBusiness Partner Relationship CategorySources for Partner DeterminationSequences in R/3 and Access Sequences in CRMCustomizing DifferencesDate Management (CRM-BF-DAT)DateDurationDate RulesReference ObjectsDates in Business TransactionsOrganizational Management in SAP CRM EnterpriseDifferences in the Organizational Data in R/3 (SD) and CRMOrganizational Objects (CRM)Organizational UnitService organizationSales organizationBusiness PlacePositionHolderMaintaining the Organizational Model in CRMWorking with Screen AreasValidityValidity of Objects and AssignmentsSelecting a Date and Preview PeriodActivating/Deactivating Query Time PeriodValidity of Object CharacteristicsObject ManagerFinding/Selecting ObjectsUsing Search ToolsUsing Search VariantsDisplaying/Editing ObjectsCreating ObjectsCopying ObjectsAssigning/Moving/Repositioning ObjectsTerminating/Deleting Objects or AssignmentsGeneral Attribute MaintenanceAttributes for Sales and Service ScenariosAttribute InheritanceDetermining Organizational DataRule Resolution Using ResponsibilitiesRule Resolution Using Organizational ModelOrganizational Data Determination in Internet SalesOrganizational Data in Transaction DocumentsOrganizational Data LogCheck List for Organizational DataBuffering for CRM Organizational DataData Exchange for Organizational DataMaintain Number Ranges for Organizational DataEnhanced Backend Integration Version of CRM Organizational ModelCopying the Sales Structure from R/3 to CRM EnterpriseCreating the Organizational Model Manually in CRMDistributing the Organizational Plan from R/3 HR with ALETransferring the Org. Model from CRM Enterprise to CRM MobileConcept and Basic Functions of the Business TransactionBusiness TransactionConcept of Transaction ProcessingCustomizing for Business TransactionsCombined Business TransactionsTransaction Variants Depending on Transaction TypesAuthorization Check in the Business TransactionProcess Flow of Authorization Check in Business TransactionsCheck on Visibility in the Organization ModelAuthorization Objects and Authorization FieldsExamples for the Authorization AssignmentScreen Sequence Control of the Business TransactionScreen Sequence ControlScreen Control Data for the Business Transaction TypeScreen Profile Type and Screen ProfileScreen Control Data GroupingScreen Panel, Subpanel and Tabstrip PanelItem Profile Type and Item ProfileSelection of the Screen Control DataTabstrip Assignment (Assignment of the Tab Page Title)Entering Screen Control DataProcessing the Screen Control DataProcessing Transactions in the SAP GUILocatorLocator and Interface SettingsDocument Flow in Business TransactionsDocument Flow at Item LevelCopying Business TransactionsContent Management in the Business TransactionIncompleteness Check in Business TransactionsStatus Management in Business TransactionsChange HistoryEasy Enhancement Workbench for Business TransactionsData Exchange for Business TransactionsBilling PlanBilling PlanMilestone Billing PlanCurrency Conversion ProgramText ManagementText ObjectText TypeText Determination ProcedureDefinition of Text Determination ProcedureText DeterminationType of Text TransferDefinition of Access SequenceAssignment of FieldsStandard Texts in CRMCheck Text Customizing for ConsistencySetting New Text TypesSpecify a Text Type in SAPscriptTranslating Text TypesSetting TextsSet Texts Using Text DeterminationTranslating Procedure Descriptions and Access Sequence DescriptiArchiving of Business TransactionsAvailable Archiving ObjectsUnderstanding the Data that Is ArchivedAttachments and Linkages in a Document FlowAuthorizationsMaintaining Residence TimesArchivability CheckSearching and Displaying Archived Business TransactionsActivity ManagementActivityTaskWorking with Activities in CRM EnterpriseActivities in the Calendar (CRM Enterprise)Integration of CRM Calendar with Groupware CalendarMapping the CRM Enterprise Calendar with Groupware CalendarsMapping the CRM Calendar with a Groupware Calendar: ExampleIntegration of CRM Enterprise Calendar with Microsoft OutlookActivity Processing in CRM EnterpriseTexts in ActivitiesCustomer Screen in the CRM Enterprise ActivityCopying Business TransactionsBusiness Activity Processing with Mobile SalesBasic FunctionsActions in CRM EnterpriseControlling ActionsProcessing timeScheduling ActionsScheduled ActionsConditions for Scheduling and Starting ActionsDetermining ConditionsCondition EditorProcessing Actions in DocumentsAction ListProcessing Actions using the Application ToolbarAction MonitorActions for AlertsPrinting Transactions Using ActionsProcessing Actions with Dialog BoxesPartner ProcessingPartner Processing: OverviewBasic Elements of Partner ProcessingPartner FunctionsPartner Function Categories and Relationship Categories in CRMPartner Function Categories and Relationship Categories in EBP"Undefined Partner" and "Is the Undefined Partner of"When "Undefined Partner" Is the Best ChoiceWhen Not to Use "Undefined Partner"Blocking Partner FunctionsExcluding Partner Functions in Master DataBlocking Partner Functions in Partner ProcessingAccess SequencesPartner Determination ProceduresPartner Processing and Business Partner Master DataPartner Determination Using Business Partner RelationshipsInternational Address Version MaintenancePartner Processing and Organizational DataAttributes and Rules Used in Partner DeterminationPartner TeamsAlternative Partner ProposalDifferences Between CRM and R/3Conceptual Differences: Partner Processing in CRM and R/3Maintaining Business Partner Master DataPartner Type in R/3 and Partner Function Category in CRMAccount Group in R/3 and Business Partner Classification in CRMBusiness Partner Relationship CategorySources for Partner DeterminationSequences in R/3 and Access Sequences in CRMCustomizing DifferencesDate Management (CRM-BF-DAT)DateDurationDate RulesReference ObjectsDates in Business TransactionsOrganizational Management in SAP CRM EnterpriseDifferences in the Organizational Data in R/3 (SD) and CRM