Working Context Behavior in Funds Management
Note
The following function is available for the trade promotion management business scenario.
Whether or not a working context attribute displays in an SAP Customer Relationship Management (CRM) application depends on the application. Generally speaking, when you perform an advanced search, the search page receives the default attributes defined in the working context. When creating a new object, attribute values are defaulted whenever possible. For example, the working context attributes are defaulted to a fund only after the fund type is selected.
Attribute and Application Matrix
The matrix below summarizes whether or not attributes specified in the working context are assigned by default in funds management applications. For example, if a product category is defined in the working context, the specified product category value appears by default when you create a fund.
Product, Product Category, Product Group |
Account, Account Hierarchy Node, Target Group |
Start Date, End Date |
Funds Plan ID |
|
|---|---|---|---|---|
Fund Creation |
Yes |
Yes, except for Target Group |
No |
Yes |
Fund Search |
Yes |
Yes, except for Target Group |
No |
Yes |
Fund Usage Search |
Yes |
Yes, except for Target Group |
No |
Yes |
Budget Posting Search |
No |
Account only |
No |
Yes |