Object documentationBusiness Transaction

 

Business object that depicts the following possibilities:

  • A business interaction with a business partner at a given time

  • The result of an interaction, for example, a contract

  • The initiation of or request for an interaction, for example, an opportunity

  • The collection of information in preparation for a possible business interaction, for example, an activity

  • The object of a (potential) interaction, for example, a sales or service transaction

Each business transaction is stored as a separate database record.

 

The business transaction provides business structures and functions that can be used in the various processes of a company, for example, in sales, marketing, and service.

In SAP CRM, business transactions are used in the following areas:

  • Sales

    For example, quotation, sales order, opportunity, sales contract, sales agreement

  • Marketing

    Lead

  • Service

    For example, service contract, service order, service request, complaint, return, service confirmation

  • Activity management

    For example, interaction logs, tasks

Structure

Business transactions are structured as follows, with the exception of transactions such as activities and leads, which do not contain items:

  • Header

    The header of a business transaction contains information that is relevant for the entire transaction, for example, the business partner, status of the transaction, and certain dates.

  • Items

    Items contain the details of individual products to which the business transaction relates, and information such as the item status. Items can have subitems.

You can combine items from different business contexts in one transaction. For example, in one transaction you can sell products and also enter complaint or return items.

Integration

Business transactions can be created, displayed, and processed in all user interfaces that are or can be integrated with SAP CRM (for example, mobile applications, Interaction Center WebClient, and Web shops). Some business transactions can also be replicated to an integrated SAP ERP system for further processing, for example, for accounting.