Opportunity Management with Channel Partners
Master Data
Opportunity 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
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
Product Configuration in the Sales Transaction
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
Data Exchange for Opportunities: CRM Online – CRM Mobile
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 Dispatching to Channel Partners
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
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
Product Configuration in the Sales Transaction
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
Data Exchange for Opportunities: CRM Online – CRM Mobile
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
CRM Access Control Engine
Administration of the CRM Access Control Engine (ACE)
Checking for Active ACE Users
Example
Background to the CRM Access Control Engine (ACE)
Access Rights for Roles
Modifications to the Business
Status Management in 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
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
Opportunity Processing by Channel Partners
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
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
Data Exchange for Opportunities: CRM Online – CRM Mobile
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
CRM Access Control Engine
Administration of the CRM Access Control Engine (ACE)
Checking for Active ACE Users
Example
Background to the CRM Access Control Engine (ACE)
Access Rights for Roles
Modifications to the Business
Status Management in 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
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
Accessibility of Channel Opportunities for Channel Partners
Business Activity Processing with Channel Partners
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
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
CRM Access Control Engine
Administration of the CRM Access Control Engine (ACE)
Checking for Active ACE Users
Example
Background to the CRM Access Control Engine (ACE)
Access Rights for Roles
Modifications to the Business
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
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
Order Processing B2B in E-Commerce
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 in SAP Internet Sales
Availability Check Using SAP APO
Availability Check Using SAP R/3
Credit Management
Automatic Credit Check
Credit Update for Unreplicated Documents
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Processing Transactions in the SAP GUI
Locator
Locator and Interface Settings
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