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 Deal Management

 

Technical Data

Technical Name of Business Function

CRM_PMM_1

Type of Business Function

Enterprise Business Function

Available From

SAP Enhancement Package 1, for SAP CRM 7.0

Technical Usage

CRM Core

Application Component

Quotations Price and Margin Management Integration (CRM-BTX-SLO-QUT-PMM)

Required Business Function

Not relevant

You can use this business function to enhance quotation processing in SAP CRM by enabling deal management using the SAP Price and Margin Management application by Vendavo.

Deal management empowers sales professionals to negotiate consistent and profitable prices and deals, and to adhere to pricing policies. This reduces the erosion of profit margins and increases transparency of profitability and the approval process required in sales quotations.

Prerequisites

  • You have installed the following components as of the version mentioned:

    Type of Component

    Component

    Required for the Following Features Only

    Software Component

    SAP BBPCRM 701

    not relevant

    Software Component

    SAP Enhancement Package 5 for ERP 6.0

    not relevant

    Software Component

    SAP NetWeaver PI 7.1

    not relevant

    Software Component

    XI Content PMM 1.0

    not relevant

    External Product

    SAP PRICE & MARGIN MGT 7.6 SP1

    not relevant

    External Product

    Oracle Database 10g Release 2 (10.2.0.4)

    Only for the SAP Price and Margin Management application by Vendavo 7.6.

  • You have made the Customizing settings in Customizing for Customer Relationship Management under Transactions:

    • Start of the navigation path Basic Settings Next navigation step Define Transaction Types End of the navigation path

      For quotation transaction types that are assigned to the sales business transaction category, under Customizing header, select the Enable Deal Management for Quotation checkbox.

    • Start of the navigation path Settings for Sales Transactions Next navigation step Settings for Quotation Integration with SAP Price and Margin Management End of the navigation path

      In the Customizing activities, you define the discount types from SAP Price and Margin Management and assign them to condition types defined in SAP CRM.

  • You have configured SAP NetWeaver PI and SAP Price and Margin Management

    For more information, see the configuration document Integrating Quotations with the SAP Price and Margin Management Application by Vendavo in SAP Solution Manager.

Features

Review Quotation Profitability and Approval Process

The system retrieves profitability and approval information for the quotation from SAP Price and Margin Management. The sales professional can review the information to decide whether or not to submit the quotation for approval if necessary or to make further changes to the quotation.

Submit Quotation for Approval

When one or more items require approval, the sales professional can submit the quotation to SAP Price and Margin Management. The system confirms the submission for approval and triggers the approval process in SAP Price and Margin Management.

Reject Items from Quotation

When a quotation has one or more items that are pending approval, the sales professional can reject one or more items from the quotation and stop the approval workflow in SAP Price and Margin Management for these items.

Receipt of Approval or Rejection

The sales or pricing manager can approve or reject a quotation submitted for approval in SAP Price and Margin Management. The sales or pricing manager can also give a reason for the rejection in text format.

Restrict Creation of Follow-Up Sales Orders for Unapproved Items

The system prevents sales professionals from creating follow-up sales orders from quotations that contain items that are not approved or released.