Opportunity Management
Master Data
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
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
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
Integrated Functions in Other Systems
Lead 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
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
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
Lead Creation
Campaign Execution
Lead Dispatching
Lead Processing
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
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
Activity Management
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
Task 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
Task
Working with Activities in 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
Activity Processing in CRM Enterprise
Texts in Activities
Customer Screen in the CRM Enterprise Activity
Copying Business Transactions
Opportunity Planning
Opportunity Planning
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
Cross-System Lock
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
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