Data Exchange for Sales Contracts: CRM Online - CRM Mobile 

Use

To enable you to display sales contracts while working with a laptop, contracts are downloaded from CRM Online to the mobile application. Sales contracts are exchanged between systems using CRM Middleware so that you are always informed about the current status of contracts.

 

Integration

Both R/3 and CRM sales contracts can be downloaded to the mobile application.

 

Prerequisites

·         You have activated the mobile bridge for sales contracts.

·         You have assigned the necessary subscriptions to the mobile client.

For more information, see the documentation for CRM Middleware under Architecture and Technology in the SAP Library.

·         The Customizing settings for sales contracts are identical in CRM Online and CRM Mobile.

Note if you also wish to display R/3 sales contracts, these Customizing settings must also be identical. For more information, see Data Exchange for Sales Contracts: R/3 – CRM Online.

 

Features

·         CRM and R/3 sales contracts are displayed on the mobile client.

·         If you create a sales order in Mobile Sales, the mobile client does not immediately determine whether a contract exists (and therefore create a release order). Contract determination takes place when the sales order is uploaded to the CRM online system, and the system updates the contract information accordingly. If there is more than one appropriate contract, the sales order  contains an error message informing you of such and you can choose the correct contract in the CRM online system.

·         You cannot create or change contracts in Mobile Sales.