CRM Incentive and Commission Management
Master Data
Getting Started with CRM Incentive and Commission Management
Incentive Plan Maintenance
Application Menu for Commission System
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
Maintaining Pricing in Business Transactions
Maintaining Conditions
Implementing New Pricing
Displaying Detail Screens
Condition Analysis
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)
Conditions
Condition Maintenance
General Condition Maintenance
Creating Conditions
Create With Template
Selecting Conditions
Mass Data Changes
Validity Periods
Authorizations
Integrated Condition Maintenance
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
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
Commission Simulation
Running the Commission Simulator
Integrated Functions in Other Systems
Commissions Simulator
Sales Order Processing
Contract Processing
Basic Functions
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Pricing
The Pricing Process
Maintaining Pricing in Business Transactions
Maintaining Conditions
Implementing New Pricing
Displaying Detail Screens
Condition Analysis
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)
Conditions
Condition Maintenance
General Condition Maintenance
Creating Conditions
Create With Template
Selecting Conditions
Mass Data Changes
Validity Periods
Authorizations
Integrated Condition Maintenance
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
Product Determination
Product Configuration in the Sales Transaction
Variant Matching in Sales Transactions
Batches in the Sales Transaction
Structured Products in the Business Transaction
Credit Management
Automatic Credit Check
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Output Determination
Conditions for Output
Example: Conditions for Order Confirmation
Sales Order Confirmation by E-Mail
Opportunity Plan
Issuing Output from Transaction Documents
Action Monitor
Printing Output via the Action Monitor
Actions in CRM Enterprise
Controlling Actions
Processing time
Scheduling Actions
Scheduled Actions
Conditions for Scheduling and Starting Actions
Determining Conditions
Condition Editor
Processing Actions in Documents
Action List
Processing Actions using the Application Toolbar
Action Monitor
Actions for Alerts
Printing Transactions Using Actions
Processing Actions with Dialog Boxes
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Screen Sequence Control of the Business Transaction
Screen Sequence Control
Screen Control Data for the Business Transaction Type
Screen Profile Type and Screen Profile
Screen Control Data Grouping
Screen Panel, Subpanel and Tabstrip Panel
Item Profile Type and Item Profile
Selection of the Screen Control Data
Tabstrip Assignment (Assignment of the Tab Page Title)
Entering Screen Control Data
Processing the Screen Control Data
Document Flow in Business Transactions
Document Flow at Item Level
Copying Business Transactions
Content Management in the Business Transaction
Status Management in Business Transactions
Data Exchange for Business Transactions
Data Exchange for Sales Transactions: CRM Enterprise – SAP R/3
Data Exchange for Quotations: CRM Enterprise – SAP R/3
Data Exchange for Sales Orders: CRM Enterprise – SAP R/3
Data Exchange for Sales Transactions: CRM Enterprise – CRM Mobil
Data Exchange for Service Process: CRM Server - R/3 System / APO
Data Exchange for Service Confirmations: CRM Server - SAP R/3
Data Exchange for Complaints: CRM Enterprise – SAP R/3
Data Exchange for Activities: CRM Online – CRM Mobile Sales
Data Exchange for Sales Contracts: R/3 – CRM Online
Data Exchange for Sales Contracts: CRM Online - CRM Mobile
Data Exchange for Opportunities: CRM Online – CRM Mobile
Incompleteness Check in Business Transactions
Sales Contract
Price Agreements in Contracts
Authorized Partners
Dates in Business Transactions
Completion Rules
Actions for Contracts
Cancellation
Contract-Specific Restrictions for Configuration
Resale and Claim Message Processing
Transmission Management
Example - Resale and Claims Processing
Mass Correct Resale and Claim Records
Validate Resale and Claim Data
Perform Duplicate Check on Resale and Claim Data
Update Channel Inventory with Resale
Partial Consumption by Resale
Update Channel Inventory with Return from Resale Customer
Ship-and-Debit Contract
Ship-and-Debit Claim
Calculate Ship-and-Debit Claim Amount
Incentive Processing
Extraction of Sales Documents to Commission System
CRM Incentives: Admin Log for Extraction Interface to ICM
Incentive Results Reporting
Portal-based Output
Integrated Functions in Other Systems
Commissions Simulator
My Closed Deals
My Sales and Commissions
My Team: Sales and Commissions
Closed Deals per Sales Office or Representative
Outperformers/Subperformers: MTD Commissions
Outperformers/Subperformers: YTD Commissions