Professional Services
Master Data
Organizational Data
Business Partners
Product
Project Master Data
Lead Creation
Lead Processing
Basic Functions
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
Document Flow in Business Transactions
Document Flow at Item Level
Copying Business Transactions
Content Management in the Business Transaction
Status Management in Business Transactions
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 (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
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
Opportunity Processing
Basic Functions
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
Document Flow in Business Transactions
Document Flow at Item Level
Copying Business Transactions
Content Management in the Business Transaction
Status Management in Business Transactions
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
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
Product Configuration in the Sales Transaction
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
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
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
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
Opportunity
Presentation of the Sales Cycle
Reason for Status
Working With Products
Detailed Product Information
Competitor Products
Classification of Opportunities
Attachments
Milestones
Phase History
Transferring Data for Sales Volume Forecast
Opportunity Hierarchies
Creating Opportunities with Reference to Items
Sales Methodology
Sales Assistant
Opportunity Assessment/Questionnaire
Project Goals and Notes
Buying Center
Competitor Information
Opportunity Plan
Integration With the Project System
Business Activity Processing
Basic Functions
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
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
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
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
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
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
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
Activity Management
Activity
Business Activity
Working with Activities in CRM Enterprise
Working with Activities in the CRM Enterprise System - Example
Activities in the Business Workplace (CRM Enterprise)
Activities in the Calendar (CRM Enterprise)
Integration of CRM Calendar with Groupware Calendar
Mapping the CRM Enterprise Calendar with Groupware Calendars
Mapping the CRM Calendar with a Groupware Calendar: Example
Integration of CRM Enterprise Calendar with Microsoft Outlook
Calendar Functions
The Calendar Display
The Standard Toolbar for the Daily and Weekly Views
Appointments
Time Zones
Displaying the Appointments of Several Users
User Settings
Business Partner Cockpit
Business Partner Cockpit
Fact Sheet
Working with the Fact Sheet
Personalizing Fact Sheet Views
Fact Sheet in the SAP Enterprise Portal
Activity Monitor in CRM Enterprise
Activity Processing in CRM Enterprise
Partners in Activities
Texts in Activities
Addresses in Activities
Questionnaires in Activities
Assignment of Multiple Surveys to Transactions
Activity Journals
Object Relationships
Integration of Actions in Activities
Customer Screen in the CRM Enterprise Activity
Sending CRM Enterprise Activities
Copying Business Transactions
Opportunity Analysis
Project Management
Collaboration Projects (cProjects)
Project Resource Planning
Project Resource Planning
Project Roles
General Definition of a Project Role
Creating a Project Role
Sorting Project Roles
Views
Task Assignment
Assigning Tasks/Project Roles
Deleting a Task Assignment
Assignment of Project Roles to Tasks
Definition of Qualifications
Defining Qualifications
Deleting Qualifications
Resource Search
General Selection Criteria
Selection According to Organizational Units
Selection According to Qualifications
Running a Search
Search Result
Suitability Percentage
Project-Independent Search
Marketplace for Project Vacancies
Staffing of Project Roles with Resources
Favorites
Creating a Business Partner
Storing Resources as Favorites
Notifying a Selected Resource by E-Mail
Staffing Project Roles with Resources
Reserving Resources
Assignment of Appointments
Creating a Groupware Task
Creating a Groupware Appointment
Resource Manager
Project List for Resource Manager
Projects in My Organization
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
Engagement Management with Project Controlling
Replicating SAP CRM Projects in SAP R/3 PS Projects
Mapping Within the Replication Process
Mapping of Elements and Objects
Transfer Status
SAP CRM Middleware
Troubleshooting
Defining a Project Scenario in SAP R/3 PS
Project Replication Interface
Engagement Management with Order Controlling
Internal Service Fulfillment