Account Processing with Mobile Sales 

Purpose

You can use this business process to provide a solution for managing accounts. The integration of business transactions and contacts enables you to access quickly and easily process important information related to your accounts.

An account in Mobile Sales is a business partner or contact person.

Some of the Account Processing with Mobile Sales documentation is also located in Master Data under the Business Partners section.

Prerequisites

The prerequisites listed below must be achieved:

·        Connect to CRM server which is enabled for data replication.

·        Download customer data

Process Flow

 

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       1.      Search and display account (CRM Mobile)

You perform an account inquiry to search for a specific business partner or contact person. The data you have requested is displayed in a tile or tile set. Once an account has been located, detailed data is displayed depending on the search criteria. For more information about the search functionality in Mobile Sales see Working with Tiles in the Getting Started with Mobile Client Applications guide.

       2.      Create and maintain account (CRM Mobile)

You can select and maintain an existing account. You can also create accounts and add or modify information relating to existing accounts. If an account does not exist, new accounts, for example business partners and/or contact persons are created. For more information about business partner maintenance, see Maintaining Business Partner Data.

       3.      View and maintain account details (CRM Mobile)

You can monitor an account to view and organize activities. For example, you can view business calling hours, address data, relationships, notes, and contact person data. For more information about maintaining contact persons, see Contact Person Data.

       4.      Synchronize data (CRM Mobile)

The system performs a data synchronization. For more information about synchronizing data in Mobile Sales see, Options for Server Synchronization.

       5.      System replicates data (CRM Server)

The system replicates your data to SAP CRM Enterprise.