Service Order Management
Master Data
Service Order Quotation
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Pricing
The Pricing Process
Condition Record
Price List
Condition Maintenance
Expiring Currencies
Price Agreements in Contracts
Maintaining Pricing in Business Transactions
Maintaining Conditions
Implementing New Pricing
Differences in Pricing in CRM and R/3
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Data Exchange for Conditions
Data Transfer from the R/3 System (Download)
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Transferring Customizing Data
Copying Customizing Data into the CDB (Consolidated Data Base)
Transferring Master Data
Correction Possibilities for Copying Master Data
Copying Master Data into the CDB
Routines (Formulas and Requirements)
Data Transfer to the R/3 System (Upload)
Copying Master Data (from CRM to R/3)
Correction Options
Using Data Integrity Manager for Conditions
The Transaction Tax Engine
The Transaction Tax Engine Environment
Calling The Transaction Tax Engine
Tax Event Determination
Decision Tree For Tax Event Determination
Field Catalog For Tax Event Determination
Maintaining The Field Catalog Variant
Decision Tree Elements: Overview
Maintaining The Decision Tree For Tax Event Determination
Maintaining Parameter Comparison Tests
Maintaining Value Comparison Tests
Maintaining Results
Maintaining Errors
Sample Decision Tree
Glossary: Overview of Decision Tree Terminology
The Simulation Tool
Input Document: Overview
TTE Input Document: Interface
TTE Business Partner: Interface
TTE Product: Interface
Maintaining The Input Document
Simulating Tax Determination And Tax Calculation
Interpreting The Output Document
Generating The Sample Document
Tax Determination And Calculation Process
Tax Determination
Invoice Verification: Tax Process
Sales Order: Tax Process
Tax Amount Calculation For Sales Orders
Accessing TTE Results
Fiscal Code Determination
Basic Settings: Checklist
CRM Master Data For Tax Calculation
Maintaining Tax Classification Settings
Maintaining The Departure Country
Maintaining The Destination Country
Adding Tax Classification to BP View
SRM Scenarios: General Information
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Actions in CRM Enterprise
Controlling Actions
Processing time
Scheduling Actions
Scheduled Actions
Conditions for Scheduling and Starting Actions
Determining Conditions
Condition Editor
Processing Actions in Documents
Action List
Processing Actions using the Application Toolbar
Action Monitor
Actions for Alerts
Printing Transactions Using Actions
Processing Actions with Dialog Boxes
Output Determination
Conditions for Output
Example: Conditions for Order Confirmation
Sales Order Confirmation by E-Mail
Opportunity Plan
Issuing Output from Transaction Documents
Action Monitor
Printing Output via the Action Monitor
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Content Management in the Business Transaction
Copying Business Transactions
Taxes
Tax Classification
Taxes and Cash Discounts
Tax Calculation Using the Condition Technique
Tax Calculation Using Tax Jurisdictions
The Transaction Tax Engine
The Transaction Tax Engine Environment
Calling The Transaction Tax Engine
Tax Event Determination
Decision Tree For Tax Event Determination
Field Catalog For Tax Event Determination
Maintaining The Field Catalog Variant
Decision Tree Elements: Overview
Maintaining The Decision Tree For Tax Event Determination
Maintaining Parameter Comparison Tests
Maintaining Value Comparison Tests
Maintaining Results
Maintaining Errors
Sample Decision Tree
Glossary: Overview of Decision Tree Terminology
The Simulation Tool
Input Document: Overview
TTE Input Document: Interface
TTE Business Partner: Interface
TTE Product: Interface
Maintaining The Input Document
Simulating Tax Determination And Tax Calculation
Interpreting The Output Document
Generating The Sample Document
Tax Determination And Calculation Process
Tax Determination
Invoice Verification: Tax Process
Sales Order: Tax Process
Tax Amount Calculation For Sales Orders
Accessing TTE Results
Fiscal Code Determination
Basic Settings: Checklist
CRM Master Data For Tax Calculation
Maintaining Tax Classification Settings
Maintaining The Departure Country
Maintaining The Destination Country
Adding Tax Classification to BP View
SRM Scenarios: General Information
Incompleteness Check in Business Transactions
Document Flow in Business Transactions
Document Flow at Item Level
Status Management in Business Transactions
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Screen Sequence Control of the Business Transaction
Screen Sequence Control
Screen Control Data for the Business Transaction Type
Screen Profile Type and Screen Profile
Screen Control Data Grouping
Screen Panel, Subpanel and Tabstrip Panel
Item Profile Type and Item Profile
Selection of the Screen Control Data
Tabstrip Assignment (Assignment of the Tab Page Title)
Entering Screen Control Data
Processing the Screen Control Data
Product Determination
Issuing Output from Transaction Documents
Service Order Quotations and Inquiries
Maintaining Quotations and Inquiries
Service Order Processing
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Pricing
The Pricing Process
Condition Record
Price List
Condition Maintenance
Expiring Currencies
Price Agreements in Contracts
Maintaining Pricing in Business Transactions
Maintaining Conditions
Implementing New Pricing
Differences in Pricing in CRM and R/3
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Data Exchange for Conditions
Data Transfer from the R/3 System (Download)
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Transferring Customizing Data
Copying Customizing Data into the CDB (Consolidated Data Base)
Transferring Master Data
Correction Possibilities for Copying Master Data
Copying Master Data into the CDB
Routines (Formulas and Requirements)
Data Transfer to the R/3 System (Upload)
Copying Master Data (from CRM to R/3)
Correction Options
Using Data Integrity Manager for Conditions
Taxes
Tax Classification
Taxes and Cash Discounts
Tax Calculation Using the Condition Technique
Tax Calculation Using Tax Jurisdictions
The Transaction Tax Engine
The Transaction Tax Engine Environment
Calling The Transaction Tax Engine
Tax Event Determination
Decision Tree For Tax Event Determination
Field Catalog For Tax Event Determination
Maintaining The Field Catalog Variant
Decision Tree Elements: Overview
Maintaining The Decision Tree For Tax Event Determination
Maintaining Parameter Comparison Tests
Maintaining Value Comparison Tests
Maintaining Results
Maintaining Errors
Sample Decision Tree
Glossary: Overview of Decision Tree Terminology
The Simulation Tool
Input Document: Overview
TTE Input Document: Interface
TTE Business Partner: Interface
TTE Product: Interface
Maintaining The Input Document
Simulating Tax Determination And Tax Calculation
Interpreting The Output Document
Generating The Sample Document
Tax Determination And Calculation Process
Tax Determination
Invoice Verification: Tax Process
Sales Order: Tax Process
Tax Amount Calculation For Sales Orders
Accessing TTE Results
Fiscal Code Determination
Basic Settings: Checklist
CRM Master Data For Tax Calculation
Maintaining Tax Classification Settings
Maintaining The Departure Country
Maintaining The Destination Country
Adding Tax Classification to BP View
SRM Scenarios: General Information
Credit Management
Automatic Credit Check
Credit Update for Unreplicated Documents
Payment Card Processing
Creating Payment Card Transactions
Authorization
Authorization Horizon
Address Verification System
Card Verification Value
Merchant ID Determination
Customizing Payment Card Processing
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Screen Sequence Control of the Business Transaction
Screen Sequence Control
Screen Control Data for the Business Transaction Type
Screen Profile Type and Screen Profile
Screen Control Data Grouping
Screen Panel, Subpanel and Tabstrip Panel
Item Profile Type and Item Profile
Selection of the Screen Control Data
Tabstrip Assignment (Assignment of the Tab Page Title)
Entering Screen Control Data
Processing the Screen Control Data
Processing Transactions in the SAP GUI
Locator
Locator and Interface Settings
Document Flow in Business Transactions
Document Flow at Item Level
Copying Business Transactions
Content Management in the Business Transaction
Incompleteness Check in Business Transactions
Status Management in Business Transactions
Data Exchange for Business Transactions
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Product Determination
Checking Existing Partner/Product Ranges
Actions in CRM Enterprise
Controlling Actions
Processing time
Scheduling Actions
Scheduled Actions
Conditions for Scheduling and Starting Actions
Determining Conditions
Condition Editor
Processing Actions in Documents
Action List
Processing Actions using the Application Toolbar
Action Monitor
Actions for Alerts
Printing Transactions Using Actions
Processing Actions with Dialog Boxes
Output Determination
Conditions for Output
Example: Conditions for Order Confirmation
Sales Order Confirmation by E-Mail
Opportunity Plan
Issuing Output from Transaction Documents
Action Monitor
Printing Output via the Action Monitor
Availability Check
Availability Information
Availability Check Using SAP APO
Availability Check and Planning in SAP APO
Availability Check in SAP APO, Planning in SAP R/3
Other Technical Scenarios
Set up System Landscape for CRM Enterprise and SAP APO
Set up Logical Systems and RFC Connections
Set up SAP APO Core Interface (APO-CIF)
Set up Test Data for Availability Check
Set up SAP APO-CIF Integration Model
Set up Location (Plant)
Set up Customizing for Availability Check
Rules-Based Availability Check
Changing Sales Order Items Relevant for Rules-Based ATP Check
Example 1: Rules-Based ATP Check - Subitems
Example 2: Rules-Based ATP Check - Schedule Lines
Example 3: Rules-Based ATP Check - Unconfirmed Quantities I
Example 4: Rules-Based ATP Check - Unconfirmed Quantities II
Availability Check Using SAP R/3
Availability Check Using External Systems
Survey Tool
Survey Run Time
Survey Suite
Survey Builder
Survey Maintenance
Survey Testing
Version Management
Survey Translation
Translation Display
Changing Translations
Style Sheets and Parameters
Style Sheet Assignment
Importing Style Sheets and Parameters
Exporting Style Sheets and Parameters
Replacing Style Sheets and Parameters
Result Evaluation
Dynamic Components
URL Usage
XML Parameters
Survey Printing
Service Processes
Service Process
Determining Organizational Data
Rule Resolution Using Responsibilities
Rule Resolution Using Organizational Model
Service Order Templates
Creating Service Order Templates
Customizing for Service Order Templates
Service Process Item
Service Products
Item Categories
Item Hierarchy
Customizing for the Service Process
Determining Service Contracts (Contract Determination)
Displaying Service Processes
Amount Allocation
Accounting Indicator
Data Exchange for Service Process: CRM Server - R/3 System / APO
Controlling Integration
Logistics Integration
Country-Specific Functions
Nota Fiscal
Master Data
Billing Unit
Setup of Locations
Creating a Relationship Category for Delivering Locations
Sold-to Party
Product
NCM Code
Order Processing with Notas Fiscaís
Order
Determination of Delivering Locations
Billing Unit Determination
Nota Fiscal
Tax Situation
Printouts
Transfer to SAP R/3
Tax Calculation
Tax Calculation Using Condition Technique
Tax Calculation Using TTE
CFOP Codes
IPI and ICMS Tax Laws
Service Confirmation Processing
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Pricing
The Pricing Process
Condition Record
Price List
Condition Maintenance
Expiring Currencies
Price Agreements in Contracts
Maintaining Pricing in Business Transactions
Maintaining Conditions
Implementing New Pricing
Differences in Pricing in CRM and R/3
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Data Exchange for Conditions
Data Transfer from the R/3 System (Download)
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Transferring Customizing Data
Copying Customizing Data into the CDB (Consolidated Data Base)
Transferring Master Data
Correction Possibilities for Copying Master Data
Copying Master Data into the CDB
Routines (Formulas and Requirements)
Data Transfer to the R/3 System (Upload)
Copying Master Data (from CRM to R/3)
Correction Options
Using Data Integrity Manager for Conditions
Taxes
Tax Classification
Taxes and Cash Discounts
Tax Calculation Using the Condition Technique
Tax Calculation Using Tax Jurisdictions
The Transaction Tax Engine
The Transaction Tax Engine Environment
Calling The Transaction Tax Engine
Tax Event Determination
Decision Tree For Tax Event Determination
Field Catalog For Tax Event Determination
Maintaining The Field Catalog Variant
Decision Tree Elements: Overview
Maintaining The Decision Tree For Tax Event Determination
Maintaining Parameter Comparison Tests
Maintaining Value Comparison Tests
Maintaining Results
Maintaining Errors
Sample Decision Tree
Glossary: Overview of Decision Tree Terminology
The Simulation Tool
Input Document: Overview
TTE Input Document: Interface
TTE Business Partner: Interface
TTE Product: Interface
Maintaining The Input Document
Simulating Tax Determination And Tax Calculation
Interpreting The Output Document
Generating The Sample Document
Tax Determination And Calculation Process
Tax Determination
Invoice Verification: Tax Process
Sales Order: Tax Process
Tax Amount Calculation For Sales Orders
Accessing TTE Results
Fiscal Code Determination
Basic Settings: Checklist
CRM Master Data For Tax Calculation
Maintaining Tax Classification Settings
Maintaining The Departure Country
Maintaining The Destination Country
Adding Tax Classification to BP View
SRM Scenarios: General Information
Credit Management
Automatic Credit Check
Credit Update for Unreplicated Documents
Payment Card Processing
Creating Payment Card Transactions
Authorization
Authorization Horizon
Address Verification System
Card Verification Value
Merchant ID Determination
Customizing Payment Card Processing
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Screen Sequence Control of the Business Transaction
Screen Sequence Control
Screen Control Data for the Business Transaction Type
Screen Profile Type and Screen Profile
Screen Control Data Grouping
Screen Panel, Subpanel and Tabstrip Panel
Item Profile Type and Item Profile
Selection of the Screen Control Data
Tabstrip Assignment (Assignment of the Tab Page Title)
Entering Screen Control Data
Processing the Screen Control Data
Processing Transactions in the SAP GUI
Locator
Locator and Interface Settings
Document Flow in Business Transactions
Document Flow at Item Level
Copying Business Transactions
Content Management in the Business Transaction
Incompleteness Check in Business Transactions
Partial Processing of Business Transactions
Status Management in Business Transactions
Change History
Data Exchange for Business Transactions
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Product Determination
Checking Existing Partner/Product Ranges
Actions in CRM Enterprise
Controlling Actions
Processing time
Scheduling Actions
Scheduled Actions
Conditions for Scheduling and Starting Actions
Determining Conditions
Condition Editor
Processing Actions in Documents
Action List
Processing Actions using the Application Toolbar
Action Monitor
Actions for Alerts
Printing Transactions Using Actions
Processing Actions with Dialog Boxes
Output Determination
Conditions for Output
Example: Conditions for Order Confirmation
Sales Order Confirmation by E-Mail
Opportunity Plan
Issuing Output from Transaction Documents
Action Monitor
Printing Output via the Action Monitor
Service Confirmations
Creation of Service Confirmations
Item Hierarchy
Product
Amount Allocation
Accounting Indicator
Counters
Counter Administration (SAP GUI)
Counters (People-Centric UI)
Data Exchange for Service Confirmations: CRM Server - SAP R/3
Controlling Integration
Mass-Object Controlling
Single-Object Controlling
Standard Cost Estimates for Single-Object Controlling
Settlement in Single-Object Controlling
Accounting Indicators in Single-Object Controlling
Cockpit for Controlling Integration
Controlling for Account Assignment Objects
Logistics Integration in the Material Procurement Process
Resource Planning
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Actions in CRM Enterprise
Controlling Actions
Processing time
Scheduling Actions
Scheduled Actions
Conditions for Scheduling and Starting Actions
Determining Conditions
Condition Editor
Processing Actions in Documents
Action List
Processing Actions using the Application Toolbar
Action Monitor
Actions for Alerts
Printing Transactions Using Actions
Processing Actions with Dialog Boxes
Output Determination
Conditions for Output
Example: Conditions for Order Confirmation
Sales Order Confirmation by E-Mail
Opportunity Plan
Issuing Output from Transaction Documents
Action Monitor
Printing Output via the Action Monitor
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Content Management in the Business Transaction
Status Management in Business Transactions
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Issuing Output from Transaction Documents
Service Resource Planning
Prerequisites for Resource Planning
Service Employee Assignment
Status of Service Employee Assignments
Resource Planning Tool
Working with the Resource Planning Tool
Monitoring Assignments and Transaction Items
Versions of the WFM Core and Available Functions
Appointment Scheduling
Mapping Statuses
Ranked Lists
Groupware Integration
Telephony Integration
Check for Additional Tasks
Sending Short Messages
Automatic and Semiautomatic Scheduling with the WFM Core
Qualifications
Working with Qualifications
Qualification Requirements in Service Processes
Workforce Management Core
Resources
Requirements
Qualifications
Time Specifications
Assignments
WFM Event Handler
Groupware Integration
Data Flow from WFM Core to the Groupware
Data Flow from the Groupware to WFM Core
Scheduling Engine Interface
Resource Planning Using an External Scheduling Engine
Scenario Example: Service Resource Planning in the Interaction C
Technical Information
Customizing Settings
Settings in the SAP Business Connector
Methods
APPOINTMENTS_GET
APPOINTMENT_PARAM_01_GET
APPOINTMENT_PARAM_02_GET
APPOINTMENT_PARAM_03_GET
ARCHIVE_BP
ARCHIVE_BP_CHECK
ASSIGNMENT_AND_TASK_GET
ASSIGNMENT_FOR_PROCESS_ITEM
ASSIGNMENT_FOR_RESOURCE
ASSIGNMENT_GET_DETAIL
ASSIGNMENT_MODIFY
ASSIGNMENT_STATUS_CHANGE
ASSIGNMENT_STATUS_READ
CALENDAR_GET
CALENDAR_MAINTAIN
CHECK_CALL_BACK
CHECK_DEMAND
CHECK_RESOURCE
DEMAND_GET_DELTA
DEMAND_MODIFY
PARAMETERS_CALENDAR_MAINTAIN
RANK_DEMAND
RESOURCE_MODIFY
RFCDEST_GET
SCHEDULE_DEMAND
SCHEDULE_STRATEGY_GET
TIMESPEC_DETAILS
TIMESPEC_GET_FOR_BPS
TIMESPEC_MODIFY
TIMESPEC_TYPE_GET
Function Modules
Function Modules in Detail
CRM_SRV_SDL_APPOINTMENTS_GET
CRM_SRV_SDL_APPT_PARAM1_GET
CRM_SRV_SDL_APPT_PARAM2_GET
CRM_SRV_SDL_APPT_PARAM3_GET
CRM_SRV_SDL_ASSIGNMENTS_DETAIL
CRM_SRV_SDL_ASSIGNMENTS_FOR_BP
CRM_SRV_SDL_ASSIGNMENTS_FOR_IT
CRM_SRV_SDL_ASSIGNMENTS_FOR_OU
CRM_SRV_SDL_ASSIGNMENT_MODIFY
CRM_SRV_SDL_ASSIGN_STATUS_MOD
CRM_SRV_SDL_BP_CALENDAR_GET
CRM_SRV_SDL_BP_CALENDAR_MAINT
CRM_SRV_SDL_BP_EXIST_CHECK
CRM_SRV_SDL_BP_MAINTAIN
CRM_SRV_SDL_BT_DISPLAY
CRM_SRV_SDL_DEMAND_EXIST_CHECK
CRM_SRV_SDL_DEMAND_MODIFY
CRM_SRV_SDL_DEMAND_SCHEDULE
CRM_SRV_SDL_ORGUNIT_CREATE
CRM_SRV_SDL_SCHED_STRATEGY_GET
CRM_SRV_SDL_TIMESPEC_DETAIL
CRM_SRV_SDL_TIMESPEC_GET_BP
CRM_SRV_SDL_TIMESPEC_GET_TYPES
CRM_SRV_SDL_TIMESPEC_MODIFY
Import Parameters
IS_DEMAND
Tables
ET_APPOINTMENTS
ET_ASSIGNMENTS
ET_INVALID_BPS
ET_INVALID_DEMANDS
ET_RETURN
ET_SCHED_PARAM
ET_TIME_AVAILABLE
ET_TIMESPECS
ET_TIMESPEC_TYPES
IT_ASSIGNMENT_LIST
IT_BP_LIST
IT_DEMAND_LIST
IT_TIME_INTERVALL
Export Parameters
EX_TIMESPEC
Assignment Processing with Mobile Service for Handheld
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Content Management in the Business Transaction
Incompleteness Check in Business Transactions
Status Management in Business Transactions
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Issuing Output from Transaction Documents
Absences
Attendances
Assignments
Activities
Synchronization
Confirmation with Mobile Service for Handheld
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Output Determination
Conditions for Output
Example: Conditions for Order Confirmation
Sales Order Confirmation by E-Mail
Opportunity Plan
Issuing Output from Transaction Documents
Action Monitor
Printing Output via the Action Monitor
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Content Management in the Business Transaction
Incompleteness Check in Business Transactions
Status Management in Business Transactions
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Controlling Integration
Mass-Object Controlling
Single-Object Controlling
Standard Cost Estimates for Single-Object Controlling
Settlement in Single-Object Controlling
Accounting Indicators in Single-Object Controlling
Cockpit for Controlling Integration
Controlling for Account Assignment Objects
Issuing Output from Transaction Documents
Confirmation
Synchronization
Amount Allocation
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Pricing
The Pricing Process
Condition Record
Price List
Condition Maintenance
Expiring Currencies
Price Agreements in Contracts
Maintaining Pricing in Business Transactions
Maintaining Conditions
Implementing New Pricing
Differences in Pricing in CRM and R/3
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Data Exchange for Conditions
Data Transfer from the R/3 System (Download)
Differences in Pricing in SAP CRM and SAP R/3
Differences in the Data Model
Differences in Routines (Formulas and Requirements)
Transferring Customizing Data
Copying Customizing Data into the CDB (Consolidated Data Base)
Transferring Master Data
Correction Possibilities for Copying Master Data
Copying Master Data into the CDB
Routines (Formulas and Requirements)
Data Transfer to the R/3 System (Upload)
Copying Master Data (from CRM to R/3)
Correction Options
Using Data Integrity Manager for Conditions
The Transaction Tax Engine
The Transaction Tax Engine Environment
Calling The Transaction Tax Engine
Tax Event Determination
Decision Tree For Tax Event Determination
Field Catalog For Tax Event Determination
Maintaining The Field Catalog Variant
Decision Tree Elements: Overview
Maintaining The Decision Tree For Tax Event Determination
Maintaining Parameter Comparison Tests
Maintaining Value Comparison Tests
Maintaining Results
Maintaining Errors