Function documentationSpecifics for Mobile Sales/Service (Laptop): Business Transactions Locate this document in the navigation structure

 

Compared to CRM Enterprise, the following specifics apply to Mobile Sales and Mobile Service in the business transactions area:

  • Copying Business Transactions

    It is not possible to explicitly forbid copying of business transactions in mobile applications. Even if you have made the appropriate settings in the Business Add-In in CRM Enterprise, this does not have any effect on copying business transactions in the mobile applications.

    In the mobile applications, there are additional ways of copying business transactions:

    • One-to-one copying

      This type of copying is particularly suitable for returns processing or if a customer always orders the same products and you want to reuse the old pricing conditions.

    • Copying from an opportunity and a sales transaction

      In this type of copying, the new target transaction consists of the header data from an opportunity and the item data from a sales transaction.

    The following table summarizes the differences between the copying types in the mobile applications.

    Function

    Availability

    Customizing

    Transaction History

    Bill of Material Explosion

    Pricing

    Create follow-up transaction

    CRM Enterprise and mobile applications

    Specific settings also apply in mobile applications

    Updated

    Re-exploded in target transaction or copied, according to Customizing

    Performed in target transaction

    Copy transaction with template

    CRM Enterprise and mobile applications

    Not required

    Not updated

    Performed in target transaction

    Performed in target transaction

    One-to-one copy

    Only in mobile applications

    Not required

    Not updated

    Not re-exploded, only copied

    Not performed, only copied

    Copy from opportunity and sales transaction

    Only in mobile applications

    Not required

    Not updated

    Performed in target transaction

    Performed in target transaction

    Fore more information, see Copying Business Transactions.

  • Transaction History

    • Links between sales transactions and activities do not appear in the transaction history. The links are, however, exchanged between Mobile Sales and CRM Enterprise. If an activity in Mobile Sales is linked to a sales transaction, it always appears as a subsequent transaction in CRM Enterprise

    • It is possible to branch directly from the transaction history to a transaction only if the corresponding transaction is replicated to the Mobile Client. You cannot branch to documents in SAP ECC.

    Fore more information, see Transaction History.