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ProcedureConfiguring Transaction Data for Third-Party Programs

 

SAP delivers Customizing settings for third-party programs. You can use these as a template for customer-specific third-party programs or third-party outline agreements.

Procedure

  1. In SAP Customer Relationship Management (SAP CRM), copy the standard Customizing settings in the following Customizing activities:

    • Define transaction types: DP, Promotional Agreement Program

    • Define item categories: DPI, Promotional Agreement Program

    • Define item category determination: Assign the item category DPI to the transaction type DP

    • Define copying control for transaction types

      Example Example

      Source Transaction Type

      Target Transaction Type

      Description

      DP

      DP

      Promotional Agreement Program

      DP

      FSC1

      FS Contract

      DP

      FSO1

      FS Quotation
      End of the example.

    • Define copying control for item categories

      Example Example

      Source Category

      Target Category

      Description

      Copying Routine

      Copy Conditions

      DPI

      DPI

      Promotional Agreement Program

      Do Not Copy Conditions

      DPI

      FS31

      Lease Quotation

      Do Not Copy Conditions

      DPI

      FS36

      Lease

      Do Not Copy Conditions
      End of the example.

  2. Before you can create and edit third-party programs and third-party outline agreements on the CRM WebClient UI, you have to make the following settings in Customizing:

    • Determine interface for transaction types

      Object Type

      Transaction Type

      BT107_LAM Leasing Master Agreement

      DP Promotional Agreement Program

    • Determine interface for item categories

      Object Type

      Item Category

      BT305_DPM Dealer Management Item

      DPI Promotional Agreement Program

  3. Before you activate the generated Easy Enhancement Workbench enhancement in third-party programs and third-party outline agreements, you need to make the following Customizing settings:

    • Define enhancement profiles: Assign the component FS_DRM_1O_EXT to the enhancement profiles FS05 and FS07

    • Assign enhancement profile to item category: FS07, DPIPromotional Agreement Program