Sales Transactions
Sales Transaction
Product Determination
Product Substitution
Product Proposals in Quotation and Order
Sales Area-Dependent Creation of Sales Transactions
Availability Check
Product Configuration in the Sales Transaction
Variant Matching in Sales Transactions
Structured Products in the Business Transaction
Example 1: Sales Order With Structured Product
Example 2: After Raising the Quantity for the Header Product
Example 3: After Adding a Schedule Line for the Header Product
Quantity Checks in the Sales Order
Duplicate Check
Checking Existing Partner/Product Ranges
Batches in the Sales Transaction
Batch Characteristics in the Sales Transaction
Issuing Output from Transaction Documents
Committing Business Transaction Items for Delivery
Example 1: Calculation of the Commitment Date
Example 2: Calculation of the Commitment Date
Example 3: Calculation of the Commitment Date
Schedule Lines
Products
Status
Proposing Requested Delivery Date in the Header
Specifying Fixed Date and Quantity
Partial Processing of Business Transactions
Data Exchange for Sales Transactions: CRM Enterprise– ERP System
Changing Business Transactions Transferred to SAP R/3
Data Exchange for Sales Transactions: CRM Enterprise– CRM Mobile
Sales Transaction Cockpit in Mobile Sales
Inquiry
Processing Inquiries
Quotation
Processing Quotations
Availability Information in the Quotation (Using SAP APO)
Reading and Maintaining the Success Rate (Report CRM_MAINTAIN_SU
Workflow for Approving Quotations
Workflow for Automatically Releasing Quotations
Sales Orders
Checks for Sales Order
Check for Double Purchase Order Numbers
Duplicate Check
Quantity Checks in the Sales Order
Credit Rating Check
Automatic Credit Check
Partner/Product Range Check
Listing Checks
Grouping Sales Order Items for Delivery
Delivery Group
Delivering All Items With One Delivery (Complete Delivery)
Delivering Several Items With One Delivery
Delivering One Item With One Delivery
Delivery Group: Examples
Example: Later Confirmed Delivery Date
Example: No Confirmed Delivery Date
Example: Partial Delivery
Mass Changes for Sales Transactions
Mass Changes for Sales Transactions in the Dialog
Mass Changes for Sales Transactions in the Background
Creating Variants
Service Recall Processing: Exchange of Defective Products
Creating the Sales Order Template
Creating a Product Service Letter
Service Recall Order
Processing Grid Products in the Sales Order
Example of Use of Grid Products
Copying for Different Delivery Dates and Ship-To Parties
Usage of Latest Delivery Date
Shipping and Transportation
Integration of Shipping and Delivery
Signaling of Differing Supplier Confirmations
Internal Quality Inspection for Order Items
Creating Outbound Packing Instructions
Usage of the Handling Indicator
Determination of External Reference Numbers
Sales Agreement in Sales Transactions
Triggering Actions with Action Profile Determination
Sales Order Confirmation by E-Mail
Workflow for Long Texts in Sales Orders
Message Monitor for Order
Configuration of the Item Category
Determination of Tax Rate
Usage of Reference Objects in the Sales Order
Processing SAP ECC Sales Documents in SAP CRM
Print Output of Configurable Products
Determination of Tax Rate
Additional Functions for Service Parts Management
Delivery Tracking in Transportation Cross-Docking
Definition of Route, Carrier, and Means of Transport
Integration of Foreign Trade Checks in the Sales Order
SAP GTS Data in the Sales Order
Releasing Locked Order Items
Compliance Checks
Triggering Third-Party Order Processing from the Sales Order
Transferring Sales Order Data for Evaluation and Forecasting
Integration of Entitlements