Quotation and Order Management
Master Data
Organizational Management in SAP CRM Enterprise
Business Partners
Products
Partner/Product Ranges
Conditions
Inquiry 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
Concept and Basic Functions of the Business Transaction
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
Change History
Easy Enhancement Workbench for Business Transactions
Data Exchange for Business Transactions
Billing Plan
Billing Plan
Milestone Billing Plan
Currency Conversion Program
Sales Transaction
Product Determination
Product Substitution
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
Inquiry
Processing Inquiries
Product Modeling
Variant Configuration (LO-VC)
Defining a Material as Configurable
Material Master Data for Configurable Materials
Super BOM
Selecting BOM Items
Classification as a Selection Condition
Selection from a Class Item
Selection from a Class Item: Example
Finding Objects in a Class Item
Routings for Configurable Materials
Maintaining Characteristics for Configuration
Reporting: Characteristics and Values
Variant Classes
Defining Classes as BOM Items:
The Configuration Profile
Creating a Configuration Profile
Class Assignment
Filters for BOM Explosion
Availability of Components
Process Overview
Process: Sales Order
Process: Order BOM
Controlling the BOM Explosion
No BOM Explosion
Single-Level BOM Explosion
Multi-Level BOM Explosion
Interface Settings
Defining Settings for the Language
Defining the Scope and Display Options for Characteristics
Defining Settings for Pricing
Defining Settings for Default Values
Defining Settings for the Configurator
Settings for Variant Matching
Changing/Displaying/Deleting Configuration Profiles
Possible Combinations of Configuration Profiles
Dependencies
Global Object Dependencies
Creating Global Dependencies
Changing Global Dependencies
Displaying Global Dependencies
Local Object Dependencies
Maintenance Authorizations for Dependencies
Preconditions
Example: Precondition for a Characteristic Value
Precondition for a Characteristic
Selection Conditions
Selection Conditions for a BOM Item and Operation
Selection Condition for a Characteristic
Procedures
Processing Sequence of Procedures
Inferring a Characteristic Value with Procedures (Example)
Built-In Function $COUNT_PARTS
Built-In Function $SUM_PARTS
Setting Default Values with Procedures
Deleting Default Values with Procedures
Assigning Object Dependencies
Changing Master Data with Dependencies
Reference Characteristics in Dependencies
Master Data References in Bills of Material
Master Data References in Task Lists
Changing the Weight in the Sales Order
Example: Shape and Size Variants
Constraints
Constraints: Referring to Objects
Constraints: Entering Conditions
Constraints: Restrictions
Constraints: Setting Values
Constraints: Restricting the Allowed Values
Creating a Dependency Net
Changing a Dependency Net
Displaying a Dependency Net
Networks in a Company
Relationship Between Operating System and Server
Relationship Between Operating System of Server an
Relationship Between Company Network Server and Department Netwo
Relationship Between LAN Type and Server Processor
Dependency: Cable Type and LAN Type
Actions (Obsolete)
Inferring a Characteristic Value with Actions (Example)
Where-Used List for Dependencies
Dependency List
Declarative Dependencies
Value Assignment Attribute for Characteristics
Single-Value Characteristics
Multiple-Value Characteristics
Restrictable Characteristics
Restricting a Characteristic
Restricting Characteristics with a Variant Table
Restricting a Characteristic with a Table: Example
Restricting a Characteristic with IN
Assigning Values to Restrictable Characteristics
Using Dependencies to Change how Characteristics are Displayed
Dependency Syntax: General Rules
Entering Characteristics and Characteristic Values
Using Arithmetic Operations
Entering Intervals
Entering Comparisons
Object Variables
Built-In Condition SPECIFIED
Built-In Condition IN
Built-In Condition TYPE_OF
Variant Tables
Creating a Table Structure
Changing a Table Structure
Displaying a Table Structure
Value Assignment Alternatives
Multiple-Value Characteristics in Table Calls
Link to a Database Table
Linking a Variant Table to a Database Table
Transferring Variant Table Contents to Database Ta
Maintaining Table Entries
Changing Table Entries
Displaying Table Entries
Decision Table
Tables in Actions and Procedures
Tables in Constraints
Tables in Preconditions
Tables in Selection Conditions
Creating Table Lists
User-Defined Functions
Creating a Function
Changing a Function
Displaying a Function
Interface of the Function Module
Function Call
Functions for Accessing the Dynamic Database
Creating a Function List
Variant Conditions
Variant Conditions in Purchasing
Maintaining Variant Conditions in the Info Record
Variant Conditions in Sales
Maintaining Variant Conditions in Sales
Assigning Variant Conditions Directly
Variant Conditions in Procedures
Variant Conditions with a Table
Pricing Factors
Dependency Group for Pricing
Material Variants
Maintaining Material Master Records for Variants
Bill of Material (BOM)
Task List
Creating Cross-Plant Material Variants
The Configuration Simulation
Simulating BOM/Task List Explosion
Selecting Configured Objects to Copy
Level of Detail for the BOM
Simulation of Costing
Creating a Routing with the Configuration Simulati
Creating a Routing from the Configuration Simulati
The Characteristic Value Assignment Screen
Configuring Objects
Processing Sequence for Dependencies
Explanation Functions for Value Assignment
Trace Function
Configuration Buffer
Interface Design – Overview
Defining an Interface Design
Maintaining an Interface Design
Defining the Sequence of Characteristics
Relevance to Printing of Characteristics
Specifying Enhancements in the Configuration Editor
The Configuration Result
Explanation Functions: Result Screen
Defining Scope and Display Options for the Result
Configurable Materials in Sales Documents
Item Categories for Configurable Materials
Graphic 1
Graphic 2
Graphic 3
Graphic 4
Graphic 5
Graphic 6
Graphic 7
Variant Matching in the Sales Order
Transfer of Requirements for Locked Configurations
Changing Fields in a Sales Order
Low-Level Configuration
Configurable Materials in Purchasing
Displaying a Configuration Overview
Enhancements in Variant Configuration
ALE Transfer of Configuration Data
Distribution of Material Variants
EDI for KMATs (Information on Creating Your Own)
Basic Type ORDERS02
Segment Type E1CUREF
Segment Type E1CUCFG
Segment Type E1CUINS
Segment Type E1CUPRT
Segment Type E1CUVAL
Creating an Order for Configurable Materials with EDI
IDoc Structure
Example: Segment E1CUREF
Example: Segment E1CUCFG
Example: Segment E1CUINS
Example: Segment E1CUPRT
Example: Segment E1CUVAL
Error Handling
Restrictions
Creating a Knowledge Base Object for the SCE
Creating a Knowledge Base Object
Creating a Runtime Version
Changing a Runtime Version
Loading Data for a Runtime Version
Creating a Database Schema for the SCE
OO Class
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
Quotation 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
Free Goods
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
Credit Management
Automatic Credit Check
Credit Update for Unreplicated Documents
Concept and Basic Functions of the Business Transaction
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
Change History
Easy Enhancement Workbench for Business Transactions
Data Exchange for Business Transactions
Billing Plan
Billing Plan
Milestone Billing Plan
Currency Conversion Program
Sales Transaction
Product Determination
Product Substitution
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
Proposing Requested Delivery Date in the Header
Order Quantity Check
Specifying Fixed Date and Quantity
Checking Existing Partner/Product Ranges
Issuing Output from Transaction Documents
Data Exchange for Sales Transactions: CRM Enterprise – SAP R/3
Changing Business Transactions Transferred to SAP R/3
Data Exchange for Sales Transactions: CRM Enterprise – CRM Mobil
Quotation
Processing Quotations
Availability Information in the Quotation (Using SAP APO)
Reading and Maintaining the Success Rate (Report CRM_MAINTAIN_SU
Workflow for Approving Quotations
Workflow for Automatically Releasing Quotations
Data Exchange for Quotations: CRM Enterprise – SAP R/3
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
Free Goods
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
Credit Management
Automatic Credit Check
Credit Update for Unreplicated Documents
Concept and Basic Functions of the Business Transaction
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
Change History
Easy Enhancement Workbench for Business Transactions
Data Exchange for Business Transactions
Billing Plan
Billing Plan
Milestone Billing Plan
Currency Conversion Program
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)
Sales Transaction
Product Determination
Product Substitution
Product Configuration in the Sales Transaction
Variant Matching in Sales Transactions
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
Proposing Requested Delivery Date in the Header
Order Quantity Check
Specifying Fixed Date and Quantity
Checking Existing Partner/Product Ranges
Issuing Output from Transaction Documents
Data Exchange for Business Transactions
Data Exchange for Sales Transactions: CRM Enterprise – SAP R/3
Changing Business Transactions Transferred to SAP R/3
Data Exchange for Sales Transactions: CRM Enterprise – CRM Mobil
Quotation
Processing Quotations
Reading and Maintaining the Success Rate (Report CRM_MAINTAIN_SU
Workflow for Approving Quotations
Workflow for Automatically Releasing Quotations
Data Exchange for Quotations: CRM Enterprise – SAP R/3
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
Free Goods
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
Concept and Basic Functions of the Business Transaction
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
Change History
Easy Enhancement Workbench for Business Transactions
Data Exchange for Business Transactions
Billing Plan
Billing Plan
Milestone Billing Plan
Currency Conversion Program
Archiving of Business Transactions
Available Archiving Objects
Understanding the Data that Is Archived
Attachments and Linkages in a Document Flow
Authorizations
Maintaining Residence Times
Archivability Check
Searching and Displaying Archived Business Transactions
Sales Transaction
Product Determination
Product Substitution
Product Configuration in the Sales Transaction
Variant Matching in Sales Transactions
Campaign 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
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
Proposing Requested Delivery Date in the Header
Order Quantity Check
Specifying Fixed Date and Quantity
Checking Existing Partner/Product Ranges
Schedule Lines
Products
Status
Issuing Output from Transaction Documents
Data Exchange for Sales Transactions: CRM Enterprise – SAP R/3
Changing Business Transactions Transferred to SAP R/3
Data Exchange for Sales Transactions: CRM Enterprise – CRM Mobil
Sales Orders
Availability Check in the Sales Order
Location Determination in the Sales Order
Changing Sales Order Items Relevant for Availability Check
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
Backorder processing
Availability Information in the Sales Order (Using SAP R/3)
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