SAP CRM for Industries
SAP CRM for Industries
Content
SAP CRM for Industries
Basic Functions for Industries
Business Rule Tools in CRM
Business Rule Framework in CRM
Controlling the Business Rule Framework
Generate Tags for Business Partner and Product Fields
Example: Generated Tags in a Tag Hierarchy
Tags for Case Management Fields
Example: Definition of a Tag Expression
Search Expression
Processing Rules in the Business Transaction
Initializing Actions
Multi-Instance Logic
BRF Log
Business Rule Framework Plus in CRM
Public Sector
Investigative Case Management
User Interface and Roles
Cases and Leads
Case
Lead
Setting Up Cases and Leads
Activities, Incidents, and E-mail
Activity
Incident
Setting Up Activities and Incidents
E-Mail
Integration
Integration of Defense Forces & Public Security (DFPS)
Integration of Collaboration Projects
Investigation Record
Filing Attachments and E-Mails
Filing Attachments
Filing E-Mail
Editing Investigation Record Documents
Status Management
Persons and Organizations
Identification of Parties
Building Profiles
Merging Records
Anonymizing Persons, Expunging and Archiving Records
Object
Setting Up Objects
Location
Set Up Usage of Locations
Creation and Editing of Locations
Relationship
Reliability
Optimizing Advanced Search Performance
Enterprise Search for ICM
Setting Up Authorizations
Investigative Case Management Web Services
Archiving ICM Entities
Read Access Logging in ICM
Social Services
Social Services Authorization Objects
Web Requests
Setting Up Web Requests
Templates for Web Requests
Request Data Structure
Views and Authorization Concept
Layout Maintenance for BSP-Based Web Requests
JavaScript in Web Requests
Server-Page Scripting Instructions: Layout Definition
Server-Page Scripting Instructions: Event Control
Layout of a BSP-Based Web Request
Setting as Stateless or Stateful Web Request
Migrating from Stateful BSP Applications to Stateless
Layout Maintenance for Adobe-Based Request Forms
Business Rule Framework plus for Web Requests
Error Handling in the Web Request Form
Messages with Field Reference
Formatting Incorrect Fields
Saving Incorrect Request Data
Persistent Error Messages
Customer-Specific Message Parameters
External Interface
Digital Signature for Web Requests
Interaction Using Transaction Instance
SAP Demo Requests
Request for Parking Permit
Request for Parking Permit for Third Party
Request for Parking Permit with Digital Signature
Request for Parking Permit Without Item
Request with Pricing
Web Request as Service Transaction
Setting Up Web Requests as Service Transactions
Web Services for Self-Registration and Master Data Changes
Social Application
Successor Processing
Social Service Plan
Decision Category
Decision Flow
Benefit Reduction
Social Deduction Plan
Versioning of Social Deduction Plan
Payment on Request
Payment Request
Decision Basis
Data Processing and Checks
Change of Circumstance
Completeness Check
Modeling the Decision Basis
Configuring the Decision Basis
Replication of DBA Modeling
Item Proposal
Change Processes in Social Services
Header Change Processes
Item Change Processes
Eligibility Determination
Entitlement Determination and Calculation
Item Assessment
Decision Assessment
Entitlement Adjustment
Gross Payment Item Determination
Approval Check
Business Rule Framework plus for Social Services
Read Business Partner Data
Read Transaction Data
Search Expression (BRFplus)
Case Assignment
Social Case
Automatic Case Notes
Event-Driven CRM Activities
Social Services Eventing
SSE Processing
SSE Error Handling
Business Rule Framework for Social Services Eventing
Business Rule Framework in CRM
Controlling the Business Rule Framework
Generate Tags for Business Partner and Product Fields
Example: Generated Tags in a Tag Hierarchy
Tags for Case Management Fields
Example: Definition of a Tag Expression
Search Expression
Processing Rules in the Business Transaction
Initializing Actions
Multi-Instance Logic
BRF Log
Benefit Calculation and Payment
Data Replication
Technical Currency for Date-Specific Benefit Calculation
Periods and Due Dates
Period Toolset in Social Services
Determine Payment Frequencies and Dates
Gross Calculation
Gross Entitlement Calculation
Composite Calculation
Gross Payment Determination
Mass Processing for Gross Recalculations
Net Calculation
Process Flow to Net Calculation
Initial Net Calculation
Mass Processing for Net Recalculations
Net Recalculation
Net Calculation Document
Status Change
Billing
Schedule Mass Run With Copying Template
Invoicing
Accounting Adapter
Read Contract Account Data
Create Master Data
Overviews
Overviews of Planned Payments
Accounting Overviews
Account Identification (Social Services)
Data Archiving in Social Services
Destruction of Personal Data
Archivability Check for Social Applications
Archivability Check for Social Service Plans
Archivability Check for Social Deduction Plans
Archivability Check for the Decision Basis
Archiving SXP Data
Archiving Net Calculation Documents
Debt Management
Fees for Enforcement Actions
Real-Time Dunning
Enforcement Action
Debtor Overview
Debt Set
Asset Income Register
Grants Management for Grantor in SAP CRM
Program Management
Special Settings for Programs
Process Control
Status Management in Grants Management for Grantor
Authorizations in Grants Management for Grantor
Application
Processing Applications
Agreement
Editing Agreements
Processing Claims
Processing Change Requests
Web Requests in Grantor Processing
SAPGAPDEMO: Example of Grantor Application Form
SAPGCR: Example of Grantor Change Request Form
SAPGCLDEMO: Example of Grantor Claim Form
Business Rule Framework plus in Grantor Management
Case Management in Grants Management for Grantor
Electronic Toll Collection
Objects in Electronic Toll Collection
Product
ETC Contract
Business Agreement
Features of Electronic Toll Collection
Customer Search
Contract Search
Creation of Contracts
Maintenance of Contract Data
Creation of Business Agreements
Changing Customer and Contract Data
Top-Up Methods
Maintenance of Customer-Requested Locks
System Processes in Electronic Toll Collection
Functions in Interaction Center for Financial Customer Care
CRM Interaction Center WebClient with ERP FI-CA
Account Identification
Business Agreements in the Interaction Center
Business Agreement
Provider Contract
Integration of Insurance Objects
Contract Object (Public Sector Only)
Payment Data
Account Balance
Account Overview
Balances Overview
Document/Item Display
Customer Overviews
Account Overview
Invoices
Bills
Displaying Bills
Billing Detail Records
Dispute Management
Dispute Cases
Adjustment Requests
Replication of Dispute Data to SAP ERP
Worklists
Worklists for Customer Notifications Regarding Disconnections/Reconnections (Utilities Industry)
Collection History
Dunning Notices
Installment Plans
Payments
Promise to Pay
Prepaid Accounts
Documents
Alerts in Interaction Center for Financial Customer Care
Integration with Document Management in SAP CRM
Inbound Correspondence (Public Sector Only)
Telecommunications
Functions in Interaction Center for Financial Customer Care
CRM Interaction Center WebClient with ERP FI-CA
Account Identification
Business Agreements in the Interaction Center
Business Agreement
Provider Contract
Integration of Insurance Objects
Contract Object (Public Sector Only)
Payment Data
Account Balance
Account Overview
Balances Overview
Document/Item Display
Customer Overviews
Account Overview
Invoices
Bills
Displaying Bills
Billing Detail Records
Dispute Management
Dispute Cases
Adjustment Requests
Replication of Dispute Data to SAP ERP
Worklists
Worklists for Customer Notifications Regarding Disconnections/Reconnections (Utilities Industry)
Collection History
Dunning Notices
Installment Plans
Payments
Promise to Pay
Prepaid Accounts
Documents
Alerts in Interaction Center for Financial Customer Care
Integration with Document Management in SAP CRM
Inbound Correspondence (Public Sector Only)
Functions for Provider Sales and Order Management
Products
Creation of Product Hierarchies and Categories
Product Purpose and Product Classification
Sales Packages
Options for Packaging of Products
Modeling Configurable Products
Simplified Configuration
Attributes, Attribute Groups and BRFplus Rules
Product Modeling
Product Modules
BRFplus Trace Log
Product Configuration with the Configuration Engine in SAP CRM
Sales Components
Dependent Components
Business Rules
Recommendations for Setting up Products
Product Proposals
Cross Catalog Mapping
Assigning External Objects
CCM Charge Plan and Refill Plan Assignment
Maintaining Convergent Charging Tables
Allowance Definition Groups
Allowance Assignment
Price Conditions for Distribution to SAP CC
Price Version in Pricing of CC Products
Billing Cycle
Discounts in Products
Product Replication to FI-CA
Product Transport
Prerequisites for the Product Transport
Transporting Products
Transporting Products with Simplified Configuration
Business Partners
Initial Data Transfer for Replicating Business Partners
Business Agreement
Find and Create Business Agreement
Change Business Agreement
Change Business Agreement Assignment
Prepaid Handling
Prepaid Account
Replication of Prepaid Data and Prepaid Account
Business Agreement Decoupling
Master Agreement
Create and Edit Master Agreement
Master Agreement: Assigning Business Partners
Master Agreement: Assigning Products
Master Agreement: Display ERP Agreements
Master Agreement: Product Selection
Master Agreement: Create/Assign Sharing Contract
Create Provider Orders with Reference to the Master Agreement
Archive Master Agreement
Provider Order and Provider Contract
Provider Orders
Business Agreements in Provider Orders
Payment Groups for Order Capturing
Technical Resource Management
Technical Resource
Technical Object
Redefinition and Assignment of Charging Tables
Discount Assignment
Billing Cycle and Determination Rules
Controlling Integration
Template Logic
Creation of Provider Order Templates
Create Provider Orders with Reference to the Master Agreement
Archiving Provider Orders
Display Allowances During Order Capture
Provider Contracts
Replication of Provider Contracts to SAP ERP and SAP CC
SAP Jam Integration
Data Integrity Manager
Archiving Provider Contracts
Display Allowances in Provider Contracts
Create Repair Order
Contract Change Overview
Allowances
Document Distribution
ODI Framework
Document Distribution Categories
Document Distribution Step Type
Document Distribution Schema
Document Distribution Schema Determination
Document Distribution Status
Step Reference
Repeat Execution
Multiple SAP CC Systems for a SAP CRM System
Document Distribution in Provider Order
Provider Order Copy
Contract Distribution
Contract Distribution and Contract Status
Joint Distribution of Master Data and Provider Contracts
Use Cases in Contract Distribution
Modeling Contract Deactivation Steps for Subitems
Standard Steps
Allowance Activation
Distribution of One-Off Charges to SAP ERP
Distribution of Data to SAP ERP
Batch Report
Distribution Monitor
Status Management
Date Management
Copying Logic
Contract Processes
Maintenance Framework for Business Transactions
Process Types
Define Change Processes
Define Process Profiles
Persistent Contract History
Provider Contract Changes
Product Change Process
Change Business Agreement Assignment
Billing Cycle Changes During Product Change Process
CCM Version for Contract Upgrade
Refill of Allowances
Change Rating Area
Change Technical Resources
Change Configuration
Cancellation of Contracts
Revoke Cancellation of Contracts
Cancellation of Options
Revoke Cancellation of Options
Contract Extension
Revoke Contract Extension
Bill on Demand
Locking and Unlocking Services
Mass Runs
Mass Creation of Provider Orders
Mass Creation of Provider Orders in Relation to Master Agreement
Mass Changes to Provider Contracts
Extensibility of Mass Runs
Agent Inbox in the Interaction Center WebClient
Processing in Business Role PROV-SALES
Contract Change in WebUI
Processing in the Interaction Center
Identifying Customers and Contracts
Display Contract, Service and Product Data
Unbilled Balances
Real-Time Offers
Application Programming Interface (API)
Sharing Contract
Products for Sharing Contracts
Transaction Types for Sharing Contracts
Master Agreement: Create/Assign Sharing Contract
Partner Agreement
Provider Order for Partner Agreements
One Off Charges
Settling Recurring and One-Time Charges
Reversal of One-Off-Charges
Distribution of One-Off Charges to SAP ERP
Convergent Charging Tables
Maintaining Convergent Charging Tables
Utilities
Functions for the Utilities Industry
Distribution Channels in CRM for Utilities
Interaction Center Agent (CRM for Utilities)
Interaction Center Agent (Deregulated)
Interaction Center Agent (Regulated)
Interaction Center Agent (Scenario Without Contract Integration)
Key Account Manager (CRM for Utilities)
Functions for the Interaction Center (Utilities Industry)
Utility Quotations and Utility Contracts
Move-In
Move-Out
Utility Contract
Utility Quotation
Quotation Management
Summary Page for Prices and Consumption
Contract Management
Summary Page for Prices and Consumption
Product Finder and Configurator
Sales Process Using the Product Finder and Configurator
Display Saved Product Configurations (PDO Documents)
Detailed Product Comparison: Changing Values
Pricing
Price Object in the Product Finder and Configurator
Pricing in Product Modeling for the Utilities Industry (PMU)
"Pricing Manager" Usage
Display Prices on the User Interface
Price Simulation in SAP ERP
Price Source IS-U Simulation Workbench
PFC as an OData Service for Web-Based Scenarios
Prerequisites/Settings for the OData Service
Product Modeling for the OData Service
Model for OData Service
Improving Performance and Display
Support for Co-Browsing Features
Using the PFK OData Service with Co-Browsing/RTCE on WebSocket Technology
Selling Individual Materials or Services
Account
Account Identification (CRM/IS-U Criteria)
Free Text Search in the Interaction Center
Searching for Premises Using Free Text Search
Searching for Business Partners Using Free Text Search
Contact Person in the Interaction Center
Account Identification (IS-U Criteria)
Enhanced Identification
Account Overview in the Interaction Center
Interaction Records Search
Configuring SAP Data Quality Management
Object Workbench in the Interaction Center
Business Agreement
Business Agreement
Find and Create Business Agreement
Change Business Agreement
Credit Card Verification
Technical Objects
Technical Objects (SAP for Utilities)
Object Workbench in the Interaction Center
Premise Overview in the Interaction Center
Premise Activity Graph
SAP Data Quality Management for Technical Objects
Billing
Enter Meter Reading
Meter Reading in Contract Management
Bill Correction
Enhanced Bill Correction
Filtering of Documents
Billing Order Creation
Budget Billing Plan
Contract Accounts Receivable and Payable
Payment Data
Mandates
Payment Plan
Payment Scheme
Account Balance
Account Overview
Balances Overview
Document/Item Display
Dunning Notices
Collection History
Installment Plans
Payments
Promise to Pay
Additional Functions
Documents
Integration with Document Management in SAP CRM
Alerts in Interaction Center for Financial Customer Care
Service Notification
Service Order
Clarification Cases in the Interaction Center
Historical Clarification Cases in the Interaction Center
Disconnection/Reconnection
Disconnection and Reconnection
Notification Work Items
Detailed Device Overview
Technical Data Environment
Technical Data Workbench
Disconnection and Reconnection Example
Worklists
Searching for events using the AMI Event Monitor
Sending Text Messages to a Device
Functions for the Key Account Manager (Utilities Industry)
Utility Quotations and Utility Contracts
Move-In
Move-Out
Utility Contract
Utility Quotation
Selling Products and Product Packages in the Utilities Industry
Account Overviews
Business Agreement
Business Agreement
Find and Create Business Agreement
Change Business Agreement (Key Account Manager)
Technical Objects
Technical Objects (SAP for Utilities)
Object Workbench in the SAP CRM WebClient
Additional Functions
Profiles
Object Set
Label Determination
Integration
Activities
Customizing for the Object Set and Label Determination
Utilities Data Import Tool
Utilities Data Import Tool
Authorization for Utilities Data Import Tool
Importing Data using Utilities Data Import Tool
Field Mapping for Utilities Data Import Tool
Import File Characteristics for Technical Objects
Utilities Check Cockpit
Product Modeling for the Utilities Industry
Products for the Utilities Industry
Saleable Products
Modeling Products
Other Products
General Product Structure
BRFplus Rule Set in the Utilities Product
Rules for Utilities Products
Application Usage
Basic Features and Naming Conventions of Generation
Specialist Formula Functions in the Utilities Environment
Product Header Data
Master Data Template
Version and Pricing
Using Version Management
Status Characteristics
Status Change
UI Response
Test Sales of Utilities Products
Assigning Versions to Utilities Products
Change Versions for Product Modules and Reference Products
Version Variants
Pricing with BRFplus
Product Details and Validity
Search Results Group
Product Actions
Product Attributes and Product Attribute Groups
Attribute Group
Presentation Control for the Attribute Group Using BRFplus
Attributes
Render Types
Presentation Control for Attributes Using BRFplus
Dynamic Help Texts and Checks Using BRFplus
Dynamic Value Help with BRFplus
Dynamic Value Determination with BRFplus
Combining Attributes in the Product Configuration
Modeling Components
Reference Products and Product Modules
Product Determination Object, Package Components and Component Groups
Alternative Products in a Component Group
Components
IS-U Components/Component Conditions with BRFplus
Product Lists with BRFplus
Sales Components
Product Structuring
Product Structuring Object - Functions
Product Structuring Using BRFplus
Technical Structure of Product Roles
Utilities Product and Reference Product
Product Module
Utilities Package
Product Determination Object
Product Structuring Object
Activities
Creating New Utilities Products
Definition of New Attributes for the Product
Redefinition of Attributes and Deactivation of Rules
Assignment of Additional Product Components to Product Packages or Product Determination Objects Using Component Conditions
Using Product Modules
Working with the BRFplus Editor
Creating a New BRFplus Function
Simulating Utilities Products
Search for Utilities Products
Copying Products
Transfer New Version of Product Modules and Utilities Packages to Assigned Products
Customizing Settings
Categories and Hierarchies
Defining the Configuration Attributes Worklist
General Procedure for Using BRFplus
Transporting Utilities Products
Prerequisites for the Product Transport
UI Integration in Product Modeling for the Utilities Industry
Process Flow for Product Transport
Export Transaction in the Source System
Import Transaction in the Target System
Logging
Example:
Customizing
SAP Energy Demand-Side Management for Utilities
DSM Program Manager
Program
Program Assignments
Program Authorizations
Program Management
Payment Limit
Example: Payment Limit Calculation
Goal Contribution
Goal Contribution Calculation
Program Enhancements
User Status
System Status
Applications and Agreements
Authorization for Applications and Agreements
Service Order Item Processing
Tasks in Applications and Agreements
Item Status Search
Eligibility Check
Examples of Eligibility Check
Example: Eligibility Check for Applications
Example: Eligibility Check for Agreements
Eligibility Check: Action on Header when Status Is In Process
Eligibility Check: Action on Header when Status Is Rejected
Eligibility Check: Header Manually Changed from In Process to Released
Eligibility Check: Header Manually Changed from Rejected to Released
Eligibility Check: Incentive Status Manually Changed from In Process or Rejected to Released
Eligibility Check: Measure Status Manually Changed from In Process to Released
Eligibility Check: Measure Status Manually Changed from Rejected to Released
Eligibility Check: Measure with Status In Process or Rejected
Application
Application Management
Application Processing
Copying Applications
Application Status Management
Status Flow for Applications
Status Flow for Measures in Applications
Status Flow for Incentives in Applications
Agreement
Agreement Processing
Agreement Status Management
Status Flow for Agreements
Status Flow for Measures in Agreements
Status Flow for Incentives in Agreements
Status Flow for Billing Request Items
Extending Standard Demand-Side Management Functions
Application Programming Interface (API) Used to Get DSM Objects
Implementation Class CL_CRM_IU_DSM_API_GET_ABS
Input Parameters for Method SEARCH
Reading a Note (Text)
Reading an Attachment
Reading a Service Order Item
Application Programming Interface (API) Interface Used to Create DSM Objects
Implementation Class CL_CRM_IU_DSM_API_CRT_ABS
Creating a Note (Text)
Creating an Attachment
Application Programming Interface Used to Update DSM Objects
Implementation Class CL_CRM_IU_DSM_API_UPD_ABS
Updating a Note (Text)
Save Modes for Create and Update
Incentive
Addition of Incentives to Measures in Applications and Agreements
Incentive Calculation
Financial Incentive Payment
Financial Incentive Billing
Billable Item in Demand Side Management
Creating Billing Documents for Financial Incentive Payment
Invoicing
Payment Run
Reversal of Billing Request Items
Measure
Assigning Measures to Programs
Addition of Measures to Applications or Agreements
Equipment
Authorization for Equipment Management in Premise Overview
Equipment Management in Premise Overview
Equipment Management Using the Utilities DSM Program Manager Role
BRFplus and Demand Side Management
Questionnaires in Demand Side Management
Confirmation or Rejection of Program Participation
Extensibility for Demand Side Management
Making Custom Fields Searchable
Country-Specific Functions
Retail Localization for Japan
Contract management enhancements for JBP calculations
Ampere enhancements
Address enhancements
Contract Accounts Receivable and Payable (FI-CAX)
Functions in Interaction Center for Financial Customer Care
CRM Interaction Center WebClient with ERP FI-CA
Account Identification
Business Agreements in the Interaction Center
Business Agreement
Provider Contract
Integration of Insurance Objects
Contract Object (Public Sector Only)
Payment Data
Account Balance
Account Overview
Balances Overview
Document/Item Display
Customer Overviews
Account Overview
Invoices
Bills
Displaying Bills
Billing Detail Records
Dispute Management
Dispute Cases
Adjustment Requests
Replication of Dispute Data to SAP ERP
Worklists
Worklists for Customer Notifications Regarding Disconnections/Reconnections (Utilities Industry)
Collection History
Dunning Notices
Installment Plans
Payments
Promise to Pay
Prepaid Accounts
Documents
Alerts in Interaction Center for Financial Customer Care
Integration with Document Management in SAP CRM
Inbound Correspondence (Public Sector Only)
Functions for Provider Sales and Order Management
Products
Creation of Product Hierarchies and Categories
Product Purpose and Product Classification
Sales Packages
Options for Packaging of Products
Modeling Configurable Products
Simplified Configuration
Attributes, Attribute Groups and BRFplus Rules
Product Modeling
Product Modules
BRFplus Trace Log
Product Configuration with the Configuration Engine in SAP CRM
Sales Components
Dependent Components
Business Rules
Recommendations for Setting up Products
Product Proposals
Cross Catalog Mapping
Assigning External Objects
CCM Charge Plan and Refill Plan Assignment
Maintaining Convergent Charging Tables
Allowance Definition Groups
Allowance Assignment
Price Conditions for Distribution to SAP CC
Price Version in Pricing of CC Products
Billing Cycle
Discounts in Products
Product Replication to FI-CA
Product Transport
Prerequisites for the Product Transport
Transporting Products
Transporting Products with Simplified Configuration
Business Partners
Initial Data Transfer for Replicating Business Partners
Business Agreement
Find and Create Business Agreement
Change Business Agreement
Change Business Agreement Assignment
Prepaid Handling
Prepaid Account
Replication of Prepaid Data and Prepaid Account
Business Agreement Decoupling
Master Agreement
Create and Edit Master Agreement
Master Agreement: Assigning Business Partners
Master Agreement: Assigning Products
Master Agreement: Display ERP Agreements
Master Agreement: Product Selection
Master Agreement: Create/Assign Sharing Contract
Create Provider Orders with Reference to the Master Agreement
Archive Master Agreement
Provider Order and Provider Contract
Provider Orders
Business Agreements in Provider Orders
Payment Groups for Order Capturing
Technical Resource Management
Technical Resource
Technical Object
Redefinition and Assignment of Charging Tables
Discount Assignment
Billing Cycle and Determination Rules
Controlling Integration
Template Logic
Creation of Provider Order Templates
Create Provider Orders with Reference to the Master Agreement
Archiving Provider Orders
Display Allowances During Order Capture
Provider Contracts
Replication of Provider Contracts to SAP ERP and SAP CC
SAP Jam Integration
Data Integrity Manager
Archiving Provider Contracts
Display Allowances in Provider Contracts
Create Repair Order
Contract Change Overview
Allowances
Document Distribution
ODI Framework
Document Distribution Categories
Document Distribution Step Type
Document Distribution Schema
Document Distribution Schema Determination
Document Distribution Status
Step Reference
Repeat Execution
Multiple SAP CC Systems for a SAP CRM System
Document Distribution in Provider Order
Provider Order Copy
Contract Distribution
Contract Distribution and Contract Status
Joint Distribution of Master Data and Provider Contracts
Use Cases in Contract Distribution
Modeling Contract Deactivation Steps for Subitems
Standard Steps
Allowance Activation
Distribution of One-Off Charges to SAP ERP
Distribution of Data to SAP ERP
Batch Report
Distribution Monitor
Status Management
Date Management
Copying Logic
Contract Processes
Maintenance Framework for Business Transactions
Process Types
Define Change Processes
Define Process Profiles
Persistent Contract History
Provider Contract Changes
Product Change Process
Change Business Agreement Assignment
Billing Cycle Changes During Product Change Process
CCM Version for Contract Upgrade
Refill of Allowances
Change Rating Area
Change Technical Resources
Change Configuration
Cancellation of Contracts
Revoke Cancellation of Contracts
Cancellation of Options
Revoke Cancellation of Options
Contract Extension
Revoke Contract Extension
Bill on Demand
Locking and Unlocking Services
Mass Runs
Mass Creation of Provider Orders
Mass Creation of Provider Orders in Relation to Master Agreement
Mass Changes to Provider Contracts
Extensibility of Mass Runs
Agent Inbox in the Interaction Center WebClient
Processing in Business Role PROV-SALES
Contract Change in WebUI
Processing in the Interaction Center
Identifying Customers and Contracts
Display Contract, Service and Product Data
Unbilled Balances
Real-Time Offers
Application Programming Interface (API)
Sharing Contract
Products for Sharing Contracts
Transaction Types for Sharing Contracts
Master Agreement: Create/Assign Sharing Contract
Partner Agreement
Provider Order for Partner Agreements
One Off Charges
Settling Recurring and One-Time Charges
Reversal of One-Off-Charges
Distribution of One-Off Charges to SAP ERP
Convergent Charging Tables
Maintaining Convergent Charging Tables
Waste & Recycling
Functions for the Waste and Recycling Industry
Architecture
Enhancement Capabilities Provided by WebClient UI Framework
Business Objects and Reader Classes
Business Object Classes, Root Objects and Dependent Objects
Reader Classes, Query Objects and Query Result Objects
Object Types and Implementing Classes Within SAP ERP
Customizing for Object Types
Enhancement of the Search Help
Enhancement of a Business Object
Enhancement of Lists for Objects in SAP CRM
Business Role: Waste IC Agent
Activation of SAP CRM Integration in SAP ERP
Account and Address Identification
Enhancement of Account and Address Identification
Account Fact Sheet and Customer Overview
Filter by Key Date
Enhancement of the Overview Tree (business and object)
Object and Service Address
Edit Object Address
Create and Edit a Service Address
Classification
Services and Waste Disposal Orders
Create, Edit, End, or Delete a Service
Group Services
Service Screen
Determine Route Proposal
Clarification Cases
End Contract and End Customer Relationship in SAP CRM
Financial Services
Business Partners for Financial Services
Concepts
Business Partner
Business Partner Role (BP Role)
Business Partner Relationship
Business Partner Relationship Categories
Relationship Category "Is Member of Borrower Entity"
Business Partner Data Cleansing
Functions
Maintaining Business Partner Data
Search Techniques
Performance-Enhanced Search
Fuzzy Search
Data for the Business Partner for Financial Services
Central Data
Address Data
Standard Address
Assigning Address Usage
Communication Data
Conversion of Communication Data
Industry
Assigning Industries
Tax Number
Identification Number
Identification as Bank
Bank Details
Payment Card
Account Classification
Marketing Permissions
Current Permissions and Invalid Permissions
Marketing Permissions in ELM
Sales Area Data
Business hours
Status
Assigning User Status
Employment Data
Enterprise Data
Balance Sheet Data
Financial Data
Regulatory Reporting Data
Business Agreement
Account Origination Data
Legal Data
Rating of Business Partners
Temporal Validity
Note Regarding Validity Period - Relevant for Financial Services
Display of Total Commitment
Relationship Data
Central Relationship Data
Displaying Business Partner Relationships
Change History
Fact Sheets
Mass Changes
Mapping Borrower Entities
Examples of Three Borrower Entities
Authorization Management
Data Cleansing for SAP Business Partner for Financial Services
Edit Data Cleansing Case
Reset Data Cleansing Case
Release Object FSBP_CC (Data Cleansing Case for SAP Business Partner for Financial Services)
Workflow for Creating a Data Cleansing Case
Archiving
Archiving and Deleting Business Partner Data
Transaction: Set Deletion/Archiving Flag (BUPA_PRE_DA)
Data Transfer from External Systems and Source Systems
Complex Interface for the Business Partner
Transfer Structure for Master Data
Transfer Structure for Business Partner Relationships
Processing Method
Control Segments for Ratings
Effects of Processing Method Selected at Object Level
Data Supply with the Processing Method OBJECT_TASK U
Data Supply with the Processing Method OBJECT_TASK C
Distribution of Business Partner Data
ALE/IDoc Interfaces for Business Partner
BUPA_INBOUND_MAIN_SAVE_M
BUPA_INBOUND_REL_SAVE_M
Replication of User Names
Mapping of Employee Information
Partial Replication
Resending Business Partner Information
Enterprise Services for Business Partner
Account Origination
User Interface and Roles
Master Data
Product
Financial Service Product (FS Product)
Creating Financial Service Products for FS Quotations
Creating Financial Service Products for Banking Customer Quotes
Set Types for Financial Service Products
Loans: Age of Applicant
Loans: Term
Loans: Fixed Interest Period
Loans: Interest and Payments
Loans: Usage Category
Loans: Premium and Discount
Loans: Payment Structure
Loans: Special Arrangements
Loans: Collateral Required
Collateral Agreement: Agreement Type
Mapping of a Collateral Constellation
Mapping of Objects
Personal Financial Statement
Maintenance of a Personal Financial Statement
Status for Personal Financial Statements
Data Cleansing for Personal Financial Statements
Enhancement of the Product Master and Business Transaction
Business Transaction Enhancements
Enhancement of the Business Transaction Using EEW
Enhancement of the Business Transaction using AET
Case Management in Account Origination
Document Management in the Case
Opportunity with Transaction Type OPBA (Banking Opportunity)
Maintenance of a Banking Opportunity
Enhancing the Need Analysis Step
Loan Wizard
Printing of Data in the Loan Wizard
Quotation Types for Financial Services
Banking Customer Quote
Maintenance of a Banking Customer Quote
Maintenance of a Retail Loan Item
Maintenance of a Product Variant
Price Determination for a Banking Customer Quote
Maintenance of Payment Advice
Maintenance of a Clearing Account
Maintenance of a Collateral
Rating of Business Partners
Print of a Banking Customer Quote
Status Management for a Banking Customer Quote
Business Partner Replication for a Banking Customer Quote
Subsequent Processing for a Banking Customer Quote
Connection to External Systems Using Consumer Proxies
Financial Services Quotation
Maintenance of a Financial Services Quotation
Transfer of Products to Financial Service Quotations
Maintenance of a Loan Item
Configuration of the Payment Structure
Calculation of the Payment Schedule
Maintenance of a Real Estate Item
Maintenance of the Relationships in a Collateral Constellation
Transfer of Existing Collateral
Rating of Business Partners
Set Types for Business Transactions
Linking of FS Products and Product Categories in FS Quotations
Creation of a Product Bundle for FS Quotations
Subsequent Processing for a Financial Service Quotation
Status Management for a Financial Service Quotation
Distribution of Loan Data
Distribution of Collateral Data
Connection to External Systems Using CRM Middleware
Banking Sales Contract
Status Management for Banking Sales Contracts
Tools Used in Account Origination
Business Rules in Account Origination
Business Rule Framework in Account Origination
BRFplus for Account Origination
Loan-to-Value Calculation and Product Proposal
Financial Calculations for Personal Financial Statements
Example of Calculations in a Personal Financial Statement
Document Checklist
Importing BRFplus Application in Required Clients
Archiving Account Origination Data
Archiving Personal Financial Statements with CRM_FS_PFS
Characteristics of CRM_FS_PFS
Technical Data of CRM_FS_PFS
Checks of CRM_FS_PFS
Performing Application-Specific Customizing of CRM_FS_PFS
Defining Preprocessing Variant for CRM_FS_PFS
Defining Write Variant for CRM_FS_PFS
Authorizations for Archiving Object CRM_FS_PFS
Enhancements of CRM_FS_PFS
Displaying Personal Financial Statements with CRM_FS_PFS
Archiving Banking Opportunities with CRM_OPPT
Characteristics of CRM_OPPT
Technical Data of CRM_OPPT
Checks of CRM_OPPT
Performing Application-Specific Customizing of CRM_OPPT
Defining Preprocessing Variant for CRM_OPPT
Defining Write Variant for CRM_OPPT
Authorizations for Archiving Object CRM_OPPT
Displaying Banking Opportunities with CRM_OPPT
Archiving Quotations and Sales Contracts with CRM_LEAS
Characteristics of CRM_LEAS
Technical Data of CRM_LEAS
Checks of CRM_LEAS
Defining Preprocessing Variant for CRM_LEAS
Defining Write Variant for CRM_LEAS
Authorizations for Archiving Object CRM_LEAS
Displaying Quotations or Sales Contracts with CRM_LEAS
Reporting Extractors for Contingent Liabilities
SAP Leasing
User Interface and Roles
Master Data
Products
Financing Product
Creation of a Financing Product
Relationships
Product Bundle
Financing Option
Financing Set Types
Financing: Basic Data
Classification
View-Dependent Calculation Base
FIMA Calculation Procedure
Payment Structure Variant
Payment Structure
Term
Information About Financing Option
Financing Options: Exercise Dates
Service Contract Product
Set Types for Service Contract Products
Fuel Card: Service Options
Fuel Card: Administrative Data
Tire Service
Pricing for Service Contract Products
Product List Determination
Object in Leasing
Creation of Objects
Service Card Object
Set Types for Service Cards: Service Card Information
Set Types for Vehicles
General Vehicle IDs
Other Vehicle IDs Extension
Vehicle Model Extension
Vehicle Specification Extension
Third Party Extension
Use of Objects in the Leasing Life Cycle
Internal Status of Objects
Manual Status Change of Objects
Distribution of Identification Data for Objects
Leasing Document
Status Management in Leasing
Actions in Leasing
Partial Processing of Leases
Classification of Financings
Certificate of Acceptance
Certificate of Acceptance: Examples
Creation of a Purchase Order
Entering and Checking of Vendor Invoices
Multiple-Asset Contract
Creating Multiple-Asset Contracts
Uploading Multiple-Asset Contracts from External Files
Archiving of Leasing Documents
Archiving Object CRM_LEAS
Archiving Object CRM_MACM
Archiving Object CRM_MACO
Archiving Object CRM_INTADJ
Service Plan and Counter-Based Service Intervals
Outline Agreement with Customers
Third-Party Business Relationships
Third-Party Program
Creating Third-Party Programs
Third-Party Payments and Receivables in the Financing Contract
Financial Mathematics in Leasing
Payment Structure and Payment Structure Variants
Adjustment of the Payment Structure During Change Processes
Flow Categories
Cash Flow
Financing Views
Subsidy and Participation
Calculation Procedure
Effective Interest Rate Calculation
Calculation of Rate per Thousand
Interim Periods
Interest Calculation Methods and Types
Floating Rate Adjustment
Interest Rate Adjustment for Leasing Documents
Evaluation of Successful Interest Rate Adjustment
Evaluation of Interest Rate Adjustment in Documents Containing Errors
Floating Rate Adjustment: Example
Pricing in Leasing
Conditions
Pricing Procedure
Fixation Group
Maintenance of Prices
Performance-Optimized Pricing
Tax Determination in Leasing
Calculation of One-Time Taxes and Fees
Financing of One-Time Tax Payments
Change Processes
Business Rule Framework: Rules for Change Processes in Leasing
Overview of Mid-Lease Change Processes
Change Processes with Financing Character
Change of Ownership
Change of Location
Change of Other Partners
Asset Swap to Other Country
Asset Swap to Other Sales Organization
Base Lease Extension
Restructuring
Restructuring with Display of Full Payment Schedule
Rollover Lump Sum with Continuation
Rollover Financing
Insurance Rollover Financing
Change Processes Without Financing Character
Bankruptcy with Return
Bankruptcy Without Return
Early Buyout
Early Buyout Due to Insurance Claim
Early Termination Due to Insurance Claim
Early Termination with Return
Early Termination Without Return
Rollover Lump Sum
Repossession
Rollover Lump Sum with Termination
Termination Quotation
Creation of a Quotation for Early Termination
Change of Attributes
Upgrade Processes
Upgrade with Base Lease Extension
Change Processes for the Same Item
Stop Accounting
Reset Stop Accounting
Stop Billing
Reset Stop Billing
Insolvency
Undo Insolvency
Overview of End-of-Lease Change Processes
Change Processes with Financing Character
Renewal
Continuation
Change Processes Without Financing Character
Purchase of Leased Object
Termination Without Return
Termination with Return
Remarketing
Remarketing Process
Processing in Accounting
Billing
Generation of Billing Request Items
Billing Process in SAP CRM
Payment Schedule Billing
Billing of Payments from Third-Party Business Relationships
Update of Lease Items
Billing in Agency Business
Processing of Service Invoices in Agency Business
Authorization of a Service
Checking of Service Invoices
Identification of Fuel Cards
Management of Late Payments
Assignment of Worklists for Telephone Collections
Processing of Telephone Collections
Account Identification with Leasing-Specific Object Data
Display of FS Contracts and FS Quotations from the Collection Fact Sheet
Processing of Late Fees
Categorization of Open Items as Non-Accruals
Resetting the Categorization as a Non-Accrual
Controlling in Leasing
Cancellation
Reporting
Reporting Extractors for Contingent Liabilities
Connection of External Systems
XI Content for Leasing
Integration with Procurement System
Service Invoice Check
Media
Intellectual Property Management
Product in Intellectual Property Management
Intellectual Property (IP)
Rights Maintenance in Intellectual Property
Generation of Rights Owned
Generation of Release Dates
Set Types for Intellectual Property Management
Alias
IP Product Data
Rights Owned
Rights Owned (Granting Ref.)
Release Dates
Release Restrictions
Generation Formula
Type of Shipping
Ship-From Location
Available Languages
Title Data
Publication Data
Library
Content Categorization
IP-Specific Product Relationships
IP Hierarchy Display
Part
Package Part
Underlying Component
Underlying Component (Granting Ref.)
Title
Related Materials
IP-Related Sales Material
Partners (Involved Parties)
Title Master in By Title Financial Processing and Reporting
Title Hierarchy
Send Titles to an SAP ERP System
Material in Intellectual Property Management
IP Shipping
Material
Third-Party Digital Asset Management Integration
IP Mass Generation
Mass Generating IPs
Intellectual Property Mass Changes
Defining and Executing a New Mass Change Procedure
Defining and Executing a New Mass Change Procedure for Online Execution
Defining and Executing a New Mass Change Procedure for Background Execution
Search Tool for the Select Step
Notes on Defining an IP Mass Change Procedure
Notes on Executing an IP Mass Change Procedure
Step Status, Execution Status, Message Log, Message Log Details
Step Status
Execution Status
Message Log
Message Log Details
Mass Change Logs
Saving Mass Change Templates
Examples
Visual Representation of Intellectual Property Nodes
Details of the Form View and the List View Assignment Blocks
Rights in Intellectual Property Management
Maintenance of Rights
Manual Entry of Rights
Hierarchical Attributes
Rights Views for Hierarchical Attributes
Rights Template
Release Dates Relevance
Availability Profile
Checks for Release Dates Relevance
Rights Inventory
License Contracts
License Acquisition Contract
Example: Acquisition Contract with Fixed Royalties
Example: Acquisition Contract with Variable Royalties and Advance
Example: Acquisition Contract with Advance and Minimum Guarantee
Example: Acquisition Contract with Installment Payment (Milestone Billing)
Example: Acquisition Contract with Separate Rights and Royalties Items
Example: Acquisition Contract with Multiple Payees
Example: Acquisition Contract with Transaction-Based Outgoing Royalties
Example: Acquisition Contract with Accruals
Example: Acquisition Contract with Transaction Tiering
Example: Acquisition Contract with Reserves
Example: Acquisition Contract with Single-Object Controlling
Example: Acquisition Contract with Holdbacks
License Sales Contract
Example: Sales Contract with Fixed License Revenues
Example: Sales Contract with Variable License Revenues and Advance
Example: Sales Contract with Advance and Minimum Guarantee
Example: Sales Contract with Installment Payment (Milestone Billing)
Example: Sales Contract with Separate Rights and Royalties Items
Example: Sales Contract with Single-Object Controlling
Example: Sales Contract with Holdbacks
Contract Functions
Contract User Interface Scenario
Contract Creation
Assigning an Intellectual Property to a Contract
Modifying an Intellectual Property in a Contract
Duplicating Rights and Royalties Information
Copying Dependent Scopes from an Existing Intellectual Property in the Contract to a New Intellectual Property in the Contract
Rights Maintenance in Contract
Rights and Royalties Scope
Rights Scope
Royalties Scope
Holdback Scope
Holdbacks for Contracts
Collision Check
Extended Collision Check
Cross-Contract Advance
Multiple Payees
Distribution of Royalty Payment
Copy Relationships from Licensor
Share Basis
License Agreements in the Contract
Conditions
Price Agreements
Scale Retroactivity
Advance Reference
Exclusivity Type
Item Categories for License Contracts
Account Assignment
Distribution in License Acquisition Contracts
Single Object Controlling in License Acquisition/License Sales
Revenue Distribution (BTA) in the License Sales Contract
Exploitation Frequency
Data Values Profile for Confirmation
IP Shipping
Expand Relationships Within Contract Items
Date and Event Management in IPM
IPM-Specific Actions for License Contracts
Display IPM Contract Information Using Smart Forms
Contract Mass Changes
Defining and Executing a New Mass Change Procedure
Defining and Executing a New Mass Change Procedure for Online Execution
Defining and Executing a New Mass Change Procedure for Background Execution
Search Tool for the Select Step
Notes on Defining a Mass Change Procedure
Notes on Executing a Contract Mass Change Procedure
Step Status, Execution Status, Message Log, Message Log Details
Step Status
Execution Status
Message Log
Message Log Details
Mass Change Logs
Saving Mass Change Templates
Examples
Visual Representation of Contract Nodes
Details of the Form View and the List View Assignment Blocks
Billing Plans in Intellectual Property Management
Billing Plan for License Acquisition Contracts
Billing Plan for Confirmations (Sales Contracts)
Billing Plan for Distribution/Revenue Plan
Billing Plan for Installment Payments (Milestones)
Billing Plan for Payment Split (Multiple Payees)
Different Periodicities in a Periodic Billing Plan
Rights Availability Analysis
License to Third Party Request
Copying a Rights Availability Analysis Request
Printing a Rights Availability Analysis Request
Guided Activity for the Rights Availability Analysis
Calculation of Transmissions in the Rights Availability Analysis
License Usage Confirmation
Usage Confirmation Maintenance
Maintaining Usage Confirmation
Change Confirmed Values
Handling Missing or Incomplete Confirmations
Incoming Royalties Billing
General Information on Billing
The Billing Engine Application for SAP Intellectual Property Management
Maintenance of the Billing Due List
Billing
Individual Billing
Collective Billing
Maintenance of the Billing Document
Cancellation
Output Processing
Output
Transfer to Accounting
Provisioning for BW
Special Features of IPM Billing
Incoming Royalties Billing
BEA-IPMI Application
Contract Revision
Difference Calculation
Advance and Minimum Guarantee
Event-Controlled License Settlement
Archiving of Mutually Dependent IPM Billing Documents
Background Information
Master Data
Services
Pricing
Partner Processing
Text Processing
Action Processing
Item Category Determination
Advanced Item Category Determination
Input Processing
Outgoing Royalties Settlement
General Information on Settlement
The Billing Engine Application for SAP Intellectual Property Management
Maintenance of the Billing Due List
Billing
Individual Billing
Collective Billing
Maintenance of the Billing Document
Summary Billing Document for Multiple Payees
Payee Billing Document for Multiple Payees
Cancellation
Output Processing
Output
Transfer to Accounting
Save Title Hierarchy
Provisioning for BW
Special Features of IPM Settlement
Outgoing Royalties Settlement
BEA-IPMO Application
Transaction-Based Outgoing Royalties Settlement
Clearing of Negative Royalties
Transaction Tiering
Example: Transaction Tiering for One IP
Example: Transaction Tiering with Change of Scale Rate
Example: Transaction Tiering with Multiple IPs and Common Scale Basis
Outgoing Royalties Accruals
Outgoing Royalties Reserves
Difference Calculation
Advance and Minimum Guarantee
Event-Controlled License Settlement
Archiving of Mutually Dependent IPM Billing Documents
DIMa Data Alignment Between ERP and the OR Data Collector
Background Information
Master Data
Services
Pricing
Partner Processing
Text Processing
Action Processing
Item Category Determination
Advanced Item Category Determination
Input Processing
Revenue Recognition
Creating and Editing Accrual Objects
Displaying Accrual Objects and Starting Periodic Accrual Run
Revenue Distribution (BTA) in the License Sales Contract
DIMa Data Alignment Between Sales Contract & Revenue Recognition
Closing Tasks
Integration
Extensibility for Intellectual Property Management
Access Control Engine in IPM
Enterprise Search
Enterprise Services for Intellectual Property Management
Data Transfer Using External Interfaces for IPM
Web Service Enabling for Intellectual Property Management
Example: Intellectual Property
Example: Contract
Integration of SD Product Sales with IPM
Technical Background: Integration of SD Product Sales with IPM
High Tech
Channel Sales for High Tech
Channel Partners
Resale Tracking
Channel Inventory
Channel Inventory Reconciliation Records
Inventory Reports
Sales to Channel Partners
Resale and Claim Reports
Price Protection
Bill-Up Items
Point of Sale Revenue Recognition
Design Registration
Design Win Exchange
Business Framework
Execution of Application Logic
Business Rule Determination
Schemas
Transmission Management
Error Handling
Archiving
Pharmaceuticals
Functions for the Pharmaceutical Industry
Business Partner: Pharmaceuticals
Pharmaceuticals
Pharma-Specific Checks for Business Partners and Products
Loading RPM Segments and Nanobricks
Making Customizing Settings for DEA Addresses
Products: Pharmaceuticals
Activity Management: Pharma Functions
Mobile Sales Pharmaceuticals
Activity Journals for Issuing Samples
Sample Management in SAP ECC with SAP CRM Integration
Creating a Tour Plan: Hospitals
Displaying a Sample List
Territory Management: Pharma Functions
Territory-Dependent Business Partner Relationships
Territory-Dependent Business Hours
Territory-Dependent Notes
Customizing Territory-Dependent Business Partner Data
Partner Channel Management for Pharmaceuticals
Maintenance of External Data and Contracts
External Data
External Data Management
DEA Number Maintenance
Health Industry Number (HIN) Maintenance
Group Roster Maintenance
Group Roster Affiliation Check
Maintenance of Pharma Contracts
Individual Contract Maintenance
Group Contract Maintenance
Custom Contract Maintenance
Functions for Pharma Contracts
Incentive Programs
Cascade Manager
Notification Manager
Chargeback Claims and Sales Tracings
Chargeback Claims Management
Inbound Processing for Chargeback Claims
Reconciliation Reports for Chargebacks and Sales Tracings
Automotive
Functions for Automotive
Interaction Center for Automotive: User Interface (WebClient)
Vehicle
Vehicle Search
Vehicle Data Maintenance
Vehicle-Related Business Transactions
Creation of a Vehicle Model as Reference
Exchange of Vehicle-Related Data
Settings and Profiles for the Interaction Center
Vehicle Life-Cycle Information
Healthcare
Functions for the Healthcare Industry
Synchronization of Patient Data Between SAP CRM and SAP ERP
Interaction Center WebClient for Healthcare
Patient Appointments
Merging of Duplicate Accounts
Replication of Services and Service Groups from SAP ERP