Contract Management
Master Data
Organizational Management in SAP CRM Enterprise
Differences in the Organizational Data in R/3 (SD) and CRM
Organizational Objects (CRM)
Organizational Unit
Service organization
Sales organization
Business Place
Position
Holder
Maintaining the Organizational Model in CRM
Working with Screen Areas
Validity
Validity of Objects and Assignments
Selecting a Date and Preview Period
Activating/Deactivating Query Time Period
Validity of Object Characteristics
Object Manager
Finding/Selecting Objects
Using Search Tools
Using Search Variants
Displaying/Editing Objects
Creating Objects
Copying Objects
Assigning/Moving/Repositioning Objects
Terminating/Deleting Objects or Assignments
General Attribute Maintenance
Attributes for Sales and Service Scenarios
Attribute Inheritance
Determining Organizational Data
Rule Resolution Using Responsibilities
Rule Resolution Using Organizational Model
Organizational Data Determination in Internet Sales
Organizational Data in Transaction Documents
Organizational Data Log
Check List for Organizational Data
Buffering for CRM Organizational Data
Data Exchange for Organizational Data
Maintain Number Ranges for Organizational Data
Enhanced Backend Integration Version of CRM Organizational Model
Copying the Sales Structure from R/3 to CRM Enterprise
Creating the Organizational Model Manually in CRM
Distributing the Organizational Plan from R/3 HR with ALE
Transferring the Org. Model from CRM Enterprise to CRM Mobile
Business Partners
Concepts
Business Partner Roles (BP Roles)
BP Role Grouping
Data Sets
Extensibility
Business Partner Relationships
Partner Function
Business Partner Group Hierarchy
Functions
Maintaining Business Partner Data
Business Partner Data
Address Data
Communication Data
Bank Details
Payment Cards
Identification Numbers
Status Management
Assignment of Industries
Classification
Business Partner Classification
Business Hours
Dialog Form for the Goods Receiving Hours
Excluded Partner Functions
Central status (Block)
Tax classification
Business Agreement
Marketing Attributes
Conditions
Documents
Agreed Business Appointments
Pharmaceuticals
Loading Bricks and Nanobricks
Sales Area Data
Central Relationship Data
Displaying Business Partner Relationships
Data Cleansing
Creating a Data Cleansing Case
Processing the Data Cleansing Case
Archiving of Business Partners
Business Agreement
Distribution of Business Partner Master Data
Products
Concepts
Set Types and Attributes
Attribute Maintenance
Set Types: Modeling and Appearance
Single-Line Set Type (with Multiple Use)
Single-Line Set Type (Multiple Use, Multiple-Value Attribute)
Multiline Set Type (with Multiple Use)
Single-Line Set Type (Without Multiple Use)
Multiline Set Type (Without Multiple Use)
Set Type Maintenance
Transporting Set Types to Production Systems
Categories and Hierarchies
Hierarchy Maintenance
Category Maintenance
Extended Attribute Maintenance
Screen Structure: Search and Work Area
Integration of CRM Products in the Business Information Warehous
Functions
Product Maintenance
Locator
Product Maintenance Functions
Products (People-Centric UI)
Set Types in Product Maintenance
General Set Types
Product Status
Descriptions
Units of Measure
Free Attributes
Basic Texts / Sales Texts
Sales: Control Fields, Quantities
Sales: Groupings
Taxes
Conditions
Documents
Set Types for Materials
Basic Data on Materials
Global Trade Item Number (GTIN)
Financing-Dependent Attributes
Set Types for Services
Transaction Control Fields
Duration of Work
Resource Requirement
Default Values for Service Contracts
Service Plan
Set Types for Warranties
Warranty
Warranty Catalog Data
Warranty Services
Warranty Counter Data
Financing Set Types
Financing: Type
Financing: Basic Data
Financing: Distribution-Chain-Dependent Data
Financing: Classification and Views
One-Time Flows
Periodic Payment Structure
Financing Options: Type
Financing Options: Exercise Dates
Financing Options: Additional Features
Set Types for Intellectual Property Management
Alias
IP Product Data
Rights Owned
Release Dates
Release Restrictions
Type of Shipping
Ship-From Location
Available Languages
Title Data
Sales Data
Structured Products
Configurable Products
Modeling Configurable Products
Creating a Configurable Product
Accessing the Product Model in PME
Categories and Hierarchies in the Product Modeling
Processing the Product Model
Basic Settings
Adding Images and Long Texts
Test in SCE
Characteristic Maintenance
Characteristics in Numerical Format: Defining Domains
Characteristics in Character Format: Defining Domains
Variant Conditions
Creating Reference Characteristics
Maintaining Dependencies
Working with the Dependency Editor
Conditions for Characteristics
Formula Dependencies
Dependency Syntax
Using Arithmetic Operations
Table Dependencies
Creating Model Views
Maintaining Product-Model-Specific Interface Settings
Translating Product Models
Competitor Products (People-Centric CRM)
Statuses in the Product Master
Mass Maintenance for Inactive Products
Archiving of Product Master Data
Restrictions
Activating the Archiving Functionality
Performing the Archiving
Monitoring
Uploading CRM Product Data to OLTP Systems
Data Entry in the Upload Input Screen
Uploading Structured Products to OLTP Systems
Partner/Product Ranges
Concepts
Controlling Partner/Product Ranges
Partner/Product Range Check
Checking Existing Partner/Product Ranges
Checking Partner/Product Ranges with Exclusion Flags
Using Partner/Product Ranges as Product Proposals
Extensibility
Partner/Product Range Rule
Using Partner/Product Range Rules
Executing Partner/Product Range Rules
Functions
Maintaining Partner/Product Ranges
Changing Status of Partner/Product Ranges
Archiving of Partner/Product Ranges
Conditions
Price List
Price Agreements in Contracts
Expiring Currencies
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
Contract 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
Product Determination
Product Configuration
Master Data for Product Configuration
Using CRM Master Data
Using SAP R/3 Master Data
Comparison of SCE and R/3 Variant Configuration
Maintaining Configurable Products in the SAP R/3 System
User-Defined Variant Functions
Preparing R/3 Master Data for Product Configuration
Knowledge-Base Object
Creating or Changing a Knowledge-Base Object
Runtime Version
Creating a Runtime Version
Re-Generating a Runtime Version
Maintaining Product-Model-Specific Interface Settings
Reference Characteristics
Product That is Easy to Configure
Visualizing Configuration Objects
Product Variants
Product Variant Comparison (JSP UI)
Conflict Handling
Conflict Analysis
Conflict Handling in the Interactive Configuration
Conflict Handling (JSP UI)
Shortened Conflict Handling (JSP UI)
Conflict Types
Typical Product Model for Conflict Handling
Direct Conflict
Value Conflict
Conflict Caused by a Statically Restricted Value Range
Characteristic Exclusion Conflict
Value Exclusion Conflict
Non-Classifiable Conflict
Contract-Specific Restrictions for Configuration
IPC Configuration User Interfaces
Option Selection (JSP UI)
Option Details (JSP UI)
User Interface Settings (JSP UI)
Product Configuration in the Sales Transaction
Variant Matching in Sales Transactions
Batches in the Sales Transaction
Structured Products in the Business Transaction
Credit Management
Automatic Credit Check
Credit Update for Unreplicated Documents
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
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
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
Document Flow in Business Transactions
Document Flow at Item Level
Copying Business Transactions
Partial Processing of Business Transactions
Content Management in the Business Transaction
Status Management in Business Transactions
Data Exchange for Business Transactions
Data Exchange for Sales Transactions: CRM Enterprise – SAP R/3
Data Exchange for Quotations: CRM Enterprise – SAP R/3
Data Exchange for Sales Orders: CRM Enterprise – SAP R/3
Data Exchange for Sales Transactions: CRM Enterprise – CRM Mobil
Data Exchange for Service Process: CRM Server - R/3 System / APO
Data Exchange for Service Confirmations: CRM Server - SAP R/3
Data Exchange for Complaints: CRM Enterprise – SAP R/3
Data Exchange for Activities: CRM Online – CRM Mobile Sales
Data Exchange for Sales Contracts: R/3 – CRM Online
Data Exchange for Sales Contracts: CRM Online - CRM Mobile
Data Exchange for Opportunities: CRM Online – CRM Mobile
Incompleteness Check in Business Transactions
Sales Contract
Price Agreements in Contracts
Authorized Partners
Dates in Business Transactions
Completion Rules
Actions for Contracts
Cancellation
Contract-Specific Restrictions for Configuration
Integrated Functions with Other Systems
Release Order Processing
Sales 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
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
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
Credit Management
Automatic Credit Check
Credit Update for Unreplicated Documents
Cash on Delivery
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
Content Management in the Business Transaction
Copying Business Transactions
Incompleteness Check in Business Transactions
Document Flow 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
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
Committing Business Transaction Items for Delivery
Example 1: Calculation of the Commitment Date
Example 2: Calculation of the Commitment Date
Example 3: Calculation of the Commitment Date
Sales Transaction
Products
Product Configuration
Master Data for Product Configuration
Using CRM Master Data
Using SAP R/3 Master Data
Comparison of SCE and R/3 Variant Configuration
Maintaining Configurable Products in the SAP R/3 System
User-Defined Variant Functions
Preparing R/3 Master Data for Product Configuration
Knowledge-Base Object
Creating or Changing a Knowledge-Base Object
Runtime Version
Creating a Runtime Version
Re-Generating a Runtime Version
Maintaining Product-Model-Specific Interface Settings
Reference Characteristics
Product That is Easy to Configure
Visualizing Configuration Objects
Product Variants
Product Variant Comparison (JSP UI)
Conflict Handling
Conflict Analysis
Conflict Handling in the Interactive Configuration
Conflict Handling (JSP UI)
Shortened Conflict Handling (JSP UI)
Conflict Types
Typical Product Model for Conflict Handling
Direct Conflict
Value Conflict
Conflict Caused by a Statically Restricted Value Range
Characteristic Exclusion Conflict
Value Exclusion Conflict
Non-Classifiable Conflict
Contract-Specific Restrictions for Configuration
IPC Configuration User Interfaces
Option Selection (JSP UI)
Option Details (JSP UI)
User Interface Settings (JSP UI)
Product Configuration in the Sales Transaction
Variant Matching in Sales Transactions
Product Determination
Batches in the Sales Transaction
Batch Characteristics in the Sales Transaction
Structured Products in the Business Transaction
Example 1: Sales Order With Structured Product
Example 2: After Raising the Quantity for the Header Product
Example 3: After Adding a Schedule Line for the Header Product
Order Quantity Check
Checking Existing Partner/Product Ranges
Issuing Output from Transaction Documents
Data Exchange for Sales Transactions: CRM Enterprise – SAP R/3
Data Exchange for Sales Transactions: CRM Enterprise – CRM Mobil
Sales Orders
Availability Information in the Sales Order (Using SAP R/3)
Partial Processing of Business Transactions
Changing Business Transactions Transferred to SAP R/3
Cross-System Lock
Grouping Sales Order Items for Delivery
Delivery Group
Delivering All Items With One Delivery (Complete Delivery)
Delivering Several Items With One Delivery
Delivering One Item With One Delivery
Delivery Group: Examples
Example: Later Confirmed Delivery Date
Example: No Confirmed Delivery Date
Example: Partial Delivery
Committing Business Transaction Items for Delivery
Example 1: Calculation of the Commitment Date
Example 2: Calculation of the Commitment Date
Example 3: Calculation of the Commitment Date
Sales Order Confirmation by E-Mail
Workflow for Long Texts in Sales Orders
Campaign Determination
Controlling Integration
Integrated Functions in Other Systems
Outbound Delivery Processing
Basic Functions
Pricing and Conditions (SD-BF-PR)
Pricing and Conditions
Introduction to the Condition Technique
Condition Types
Condition Tables
Access Sequences
Pricing Procedures
How Condition Technique Elements Work Together
Pricing in Sales Documents
Pricing Elements in Sales Order Processing
Prices
Surcharges and discounts
Freight Charges
Sales Taxes
Prerequisites for Automatic Pricing
Pricing Screens in Sales Documents
Header and Item Conditions
Manual Pricing
Distribution Between Header and Items
Implementing a New Pricing Procedure.
Pricing Analysis
Condition Records
Condition Maintenance
Maintaining Condition Records
Customer-Specific Enhancements
Maintaining with Selection Using the Condition Type
Dynamic Field Check
Release Procedures
Validity Periods
Table Displays
Long Texts in Conditions
Pricing Scales
Pricing with Graduated Scales
Condition Supplements
Condition Exclusion
Upper and Lower Limits
Reference Conditions
Changing Condition Records
Change Documents for Condition Records
Copying Condition Records
Copying Condition Records
Selecting From Alternative Copying Rules
Deleting a Condition Record
Condition Index
Special Condition Record Functions
Terms of Payment
Tracking Cumulative Values With Condition Update
Maximum Values
Maximum Quantities
Maximum Number of Sales Orders
Special Pricing Functions
Promotional Pricing Agreements
Creating Promotions and Sales Deals
Creating Condition Records Within a Sales Deal
Release Status
Budget Assignment
Budget Assignment in SD
Using Variable Views of Condition Record Data
Selecting Variable Views of Condition Records
Customer Expected Price
Entering Customer Expected Price in the Sales Orde
Processing Lists of Orders With Price Discrepancie
Cost
Gross Prices
Condition Exclusion
Variant Conditions
Minimum Order Value
Sales Order Costing in Pricing
Duplicating Conditions
Cumulating Conditions
Group Conditions
Pallet Discounts
Hierarchical Accesses
Data Determination in the Access
Data Determination using a Communication Structure
Data Determination using Routines
Data Determination for Sales Deals
Price Book
Condition Interchange
Idocs and Condition Technology
Outbound Processing
Inbound Processing
Distribution Scenarios
Customizing
Customer Exits
Serialization
Pricing Information and Analysis
Pricing Analysis
Pricing Reports
Creating Pricing Reports
Running a Pricing Report
Net Price Lists
Partner Determination in Sales and Distribution (SD-BF-PD)
Partner Control
Partner Type
Partner Functions
Partner Determination Procedure
Partner Source
Assigning the Account Group to Partner Functions
Partners in the Sales and Distribution Process
Displaying Partner Information from Documents
Displaying Partner Screen from the Sales Document
Displaying Information on the Customers
Different Partners at Item Level
Entering Different Partners at Item Level
Authorized Partners for Release Orders
Partner Determination for Customer Hierarchy Nodes
Texts in Sales and Distribution
Texts in Sales and Distribution Documents
Document Header Texts
Document Item Texts
Using Sales Texts
Copying Sales Texts
Referencing and Duplicating Texts
Using Standard Texts
Output Determination (SD-BF-OC)
Output Type (SD)
Processing Condition Records for SD Output
Creating Condition Records for SD Output
Output Determination Analysis (SD)
Output Processing
Selecting a Worklist for Output
Processing Output in Worklists
Processing Output in Sales and Distribution Documents
Output from Billing Documents
Transmission Media (SD)
Printing Output (SD)
Printing Output Manually for a Sales Document
Sending Electronic Mails Internally
Entering Electronic Mails Manually in SD Documents
Processing Internal Mails in SD
Optical Archiving in Sales and Distribution
Shipping (LE-SHP)
Delivery Processing
Outbound Delivery Structure
Delivery Data and Screens
Origin of Data in the Delivery
Delivery Types
Item Categories in Deliveries
Creating Outbound Deliveries
Prerequisites for Processing Deliveries in Sales Orders
Updating Delivery Status in Sales Orders
Shipping Point Determination
Route Determination
Transportation and Delivery Scheduling
Backward Delivery Scheduling Only
Partial Delivery and Complete Delivery
Correlating Delivery Groups
Free Goods in the Outbound Delivery
Order Combination
Additional Shipping Deadlines
Creating Outbound Deliveries
Creating Outbound Deliveries Without Preceding Document
Changing Outbound Deliveries
Displaying Outbound Deliveries
Deleting Outbound Deliveries
Adding to Outbound Deliveries
Subsequent Outbound Delivery Split
Carrying out a Subsequent Delivery Split
Grouping Outbound Deliveries
Collective Processing of Documents due for Delivery
Delivering Documents Due for Delivery
Scheduling Background Processing
Establishing User Roles
Selection Criteria
Deliveries from Projects
Change-Documents in the Delivery
Incompleteness in the Delivery
Editing the Incompletion Log
Picking
Picking with Warehouse Management
Display Outbound Deliveries for Picking
Using a Transfer Order as a Pick Order in Lean WM
Specifying Picking Location
Determining the Picking Location Automatically
Specifying the Picking Location Manually
Goods Issue Processing with Reference to Outbound Delivery
Stock Removal
Pick-and-Pack During Picking
Wave Picks
Wave Picks with Capacity Restrictions
Wave Pick Monitor
Creating Wave Picks - Delivery Time
Creating Wave Picks - Shipment
Create Wave Picks - Shipment and Compare Time
Creating Wave Picks - Outbound Delivery Monitor
Processing Wave Picks
Subsequent Functions for Wave Picks
Picking Status
Packing
Packing for Inbound and Outbound Deliveries
Packing Delivery Items
Generation of Delivery Items for Packaging Materials
Automatic Packing in the Delivery
Automatic Packing Through Order Proposal
Packing Automatically when Creating Deliveries
Pack Using External Systems
Packing Deliveries in Shipments
Overviews That Are Relevant for Packing
Working with Handling Units
Creating Empty Handling Units
Pack
Packing per Partial Quantity
Packing If Full
New HU per x HUs
Single Entry
Unpacking
Emptying Handling Units
Deleting Handling Units
Deleting Assignments
Finding Handling Units
Assigning New Numbers for Handling Units
Entering and Selecting Serial Numbers
Editing Detailed Data for Handling Units
Display Allowed Packaging Materials
Automatic Packing
Generating Handling Units Automatically in the Background
Packing Proposal
Hierarchical Display in the Packing Transaction
Create an HU Proposal Based on a Packing Instruction
Create an HU Proposal Manually
Changing the HU Proposal
Packing Status Check Profile
Handling Unit Proposal
Check an HU Proposal
Simulate Handling Unit Creation
Packing with Packing Instructions
Packing Instruction
Create a Packing Instruction
Texts in the Packing Instruction
Enter a Text Item in a Packing Instruction
Link a Document to a Packing Instruction
Packing Instruction Determination
Creating Determination Records
Pack at a Packing Station
Packing Deliveries at a Packing Station
Working with Freight Lists Use
Editing Freight Lists
Printing Freight Lists
Goods Issue
Goods Issue Posting
Goods Issue in Collective Processing
Goods Issue from Consignment Stock
Status Overview in the Preceding Documents
Displaying Goods Issue Documents
Including Express Delivery Company Requirements
Creating an Express Delivery Company
Master Data
Editing Express Delivery Company Data in the Delivery
Setting up Labels for Express Delivery Companies
Access Delivery Tracking Status
Proof of Delivery
Manually Confirming Proof of Delivery (POD)
Subsequent Processing of Proof of Delivery (POD)
Processing Returns After Goods Issue Posting
Goods Issue Reversal
Reversal of Goods Issue
Printing and Communication in Shipping
Shipping Output
Editing Outbound Delivery Output
Editing Loading Output
Processing Handling-Unit Output
Delivery Interface
Material Label (Material Tag)
Adapting Label Layout
Planning, Monitoring and Analysis in Shipping
Working with the Delivery Monitor
Defining Selection Criteria
Calling up List Functions
Carrying out Subsequent Processing
Special Functions in Shipping
Working with Batches in Deliveries
Executing Batch Splits in Deliveries
Transferring Batch Data from Deliveries into Warehouse Managemen
Working with Material Determination in Deliveries
Working with Material Listing and Exclusion in Deliveries
Working with Replenishment Deliveries
Creating Stock Transport Orders
Creating and Processing Replenishment Deliveries
Working with Serial Numbers in Deliveries
Maintaining Master Data for Serial Numbers in Shipping
Assigning Serial Numbers in Deliveries
Deleting Serial Numbers from Deliveries
Creating Equipment in Deliveries
Working With Inspection Lots in Deliveries
Working with Route Schedules
Requirements for Route Schedules
Processing a Route Schedule
Creating a Route Schedule
Rough Workload Estimate
Billing
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
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