Product Assignment and their Default Values

Use

You can assign the following types of products to templates during template creation:

•  Products
•  Product categories
•  Product hierarchies
•  Partner/product ranges

These then appear as product proposals in the activity journal during activity processing.

You can also specify default values for all of the above.

 

Specifics of CRM Mobile

You can also display trade promotion products and campaign products in activity journals. You can this both during template creation and during activity processing.

For more information on the options in CRM Mobile, see Product Assignment.

 

Prerequisites

Specifics of CRM Enterprise

To work with default values for products, proceed as follows:

1. Select the required fields during template type creation. These fields are then automatically copied to the template, and are displayed on the Attributes and Products tab pages.
2. During template creation, select a product, product category or product hierarchy on the Products tab page.
3. Maintain the default values for the required product, product category or product hierarchy under the Products tab page.
4. Release the template.

Specifics of CRM Mobile

To work with default values for products, proceed as follows:

1. Select the required fields during template type creation, as above.
2. During template creation, select a product, product category or product hierarchy under the Template Default Values tile set.
3. Maintain the default values for the required product, product category or product hierarchy under the Template Default Values tile set.

 

You specify default values for PPRs directly under the PPR application. For more information, see the “Prerequisites” section under Partner/Product Ranges and their Default Values.

 

Display of products in activity journal

Once you have assigned any types of products to a template, you can specify whether or not you want all assigned products to appear as product proposals every time you maintain the corresponding activity journals.

Specifics of CRM Enterprise

1. To display all product proposals in activity journals, the system administrator selects the Display all Product Proposals in Activity Journal(s) flag in the implementation guide, under CRM -> Transactions -> Settings for Activities -> Display all Product all Product Proposals in Activity Journal(s).
2. If this flag is not set in the above Customizing activity, the system assumes you do not want to display all product proposals in activity journals. However, sales representatives can change this during activity processing by selecting the Load Data  button under the Activity Journals tab page.

The Load Data button is only active if the Display all Product Proposals in Activity Journals flag has not been selected. If the flag has been selected, the Load Data button is no longer required and therefore not active.

 

Specifics of CRM Mobile

1. To display all product proposals in activity journals, the system administrator selects the application parameter ACTTEMSHOWASSIGNED in Mobile System Maintenance.
2. If this parameter is not selected, the system assumes you do not want to display all product proposals in activity journals. However, sales representatives can change this during activity journal execution by selecting the Load Data button.

 

Features

You can also select product categories and product hierarchies for explosion. This means that all products belonging to the specified category or hierarchy are displayed during activity journal execution. If you do not choose this function, only the specified categories and hierarchies will be displayed in the activity journal, and not all assigned products.