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BackgroundCustomizing for Package Quotations

Activities

  1. Set the Package Explosion indicator for the transaction type SRVP.

    To do this, choose   Customer Relationship Management   Transactions   Basic Settings   Define Transaction Types  . Select the transaction type SRVP, choose Details, and set the indicator for package explosion in the Product Determination group box.

  2. Choose   Customer Relationship Management   Transactions   Basic Settings   Define Item Categories  , and set the Package Explosion indicator for the following item categories:

    • SRQS: BUS2000131 (CRM Sales Item)

    • SRQP: BUS2000140 (CRM Service Product Item)

    This indicates that the two item object types should be used for package main items. When they are added to a quotation, the subitems will also be added.

  3. Choose   Customer Relationship Management   Transactions   Basic Settings   Copying Control for Business Transactions  .

    The settings you make control the generation of follow-up documents in the last step of the process ("System creates follow-up transactions"). The copy control customizing is checked for every item to determine the transaction type of the follow-up transaction. If multiple transaction types are selected, the first entry will be selected.