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Function documentationProduct Configuration in the Sales Transaction Locate this document in the navigation structure

 

You can configure configurable products in the sales transaction. The configuration from a quotation can be copied to a sales order.

If you use a configurable product in the sales order, the data for the product is displayed in the Configuration assignment block in the item details. If you switch to edit mode, you can configure the product.

The configuration of the product is executed using the Configuration Engine. The interface for this is called from the sales transaction. If the Configuration Engine is not available, the product cannot be configured.

Note Note

You use master data for the product configuration that you either download from SAP ECC or model and edit directly in SAP CRM. For more information on product modeling in SAP CRM, see Modeling Configurable Products.

End of the note.

This function is available to you in CRM Enterprise, CRM Mobile and in the Interaction Center WinClient.

See also:

Product Configuration

Prerequisites

Settings in SAP ECC

There is information about the settings in SAP ECC and downloading data in the Configuration Engine under Using SAP ECC Master Data.

Settings in SAP CRM
  • You have created a product and flagged it as configurable.

  • You have set up an item category for which the configuration data is maintained.

  • You have maintained the settings for the BOM (bill of material) explosion in Customizing for the item category.

Features

  • Entry of configurable products

  • Configuration of the configurable product directly in the sales transaction

Activities

  1. You enter a configurable product.

  2. Navigate to the item details via the item number. The configuration interface for the product is displayed in the Configuration assignment block.

  3. You can configure the product in edit mode.

  4. Assign the required values to the characteristics of your product.

  5. When you have completely configured your product, go back to the sales transaction.

  6. Continue the transaction processing required and save the transaction.

The configuration of your product is saved with the transaction.