SAP Library - SAP CRM: Basic Configuration

SAP CRM: Basic Configuration

Lead-to-Cash: Basic Configuration

Software Agent Framework: Basic Configuration

Software Agent Framework (SAF)

Software Agent Framework (SAF) in SAP CRM

Configuration Help for Software Agent Framework

Configuration Help for Software Agent Framework in SAP CRM

Knowledge Base Compilation

Solution Database: Basic Configuration

Solution Database

Configuration Help for Solution Database

Information Security

Maintaining Information Security Profiles

Assigning Information Security Profiles to Users

General Settings for Enterprise Service

Accounting Transfer for SAP Public Sector

Setting Up Web Requests

Creating an Organizational Model

Creating a Root Organizational Unit

Verkaufsorganisation bearbeiten

Creating a Service Organization

Creating Service Employees

Creating Service Teams

Assigning Service Employees to Service Teams

Creating Users for Resource Planners

Assigning Resource Planners to Service Teams

WFM Core

Making Customizing Settings for the WFM Core

Controlling Integration

Single-Object Controlling

Establishing a Controlling Type, Level, and Scenarios

Creating a Controlling Scenario

Strategy Sequences for Automatic Generation of Settlement Rules

Assignment of a PA Transfer Structure

Settings for Single-Object Controlling with Accounting Indicator

Controlling with Direct Account Assignment

Setting Up Search Helps and Reports

Selecting Account Assignment Categories

Mass-Object Controlling

CATS Integration

Settings for Activity Types

Master Data Maintenance

Settings for Characteristics

E-Service: Basic Configuration

Configuring Scenario and Language in ICSS

Configuring Available Functions in ICSS

Configuring Icons in ICSS

Configuring User Management in ICSS

Configuring Contact Us in ICSS

Configuring Contact Us (Send Us a Comment) in ICSS

Configuring Contact Us (Live Web Collaboration) in ICSS

Configuring Monitoring and Logs in ICSS

Configuring the Language Switch in ICSS

General Settings for Interaction Center

Agent Administration

Date Profiles in the Interaction Center

Maintaining Automated Dialing Settings in SAPphone

Enabling Dialog Boxes

Setting Up Letter Processing for the Interaction Center

Special Settings for IC WebClient

Activating BSP Services

Check System Settings and Status

Internet Explorer Settings

Specifics for Interaction Center: Communication Management Softw

Defining Transaction Launcher Logical Systems and URLs

Setting Up High-Speed Business Partner Search

Setting Up Client Switch for the Interaction Center

Creating a Remote Function Call Destination for Work Clients

Configuring the End Button for Client Switch in the Interaction

Configuring an Index-Based Business Transaction Search

Configuring the Context Area

Enhancing Branding in the Context Area

Creating New Components for the Context Area

Adding IC-Specific Business Transactions to Business Roles

Integrating CRM Business Transactions into IC Business Roles

Setting Up Knowledge Base for Use with Chat

E-Mail Response Management System Configuration Objects

Rule Processing Services

Fact Base

Classes and Interfaces

Settings for Analytics

Configuration for CRM Interactive Reporting

General Settings for CRM Interactive Reporting

Activating Services

Enabling Local Reporting

Maintaining the Application Component Hierarchy

Installing Application Components and DataSources

Activating Connection to the BI Client

Making Settings for Administration and Language Support

Configuring Aleremote

Activating Technical Content

Setting Up the Myself Destination

Activating the Data Mart Application Component

Setting Up Connections to the Source System

Setting Up Material Number Conversion

Activating Connection to the CRM System

Transferring Global Settings and Exchange Rates

Making Settings for Special Reporting Values

Authorizations and Roles

Activating Delivered Reports and InfoTypes

Enabling Additional CRM Clients for CRM Interactive Reporting

Uploading BI Report Attributes

Defining New Logical Links

Adding Reporting Functions to Business Roles

Migrating Data for BI Reports

SAP for Telecommunications: Configuration Documentation

Additional Information on Data Transfer for Telecommunications

Number Ranges for SAP Business Partner

Replication of Business Agreements

Settings for the Business Agreement in SAP CRM.

Mapping Settings in SAP RM-CA

Replication of Products (Telecommunications)

Define Telecommmunications Services

Set Up Template Installed Base

Activate Transfer of the Telecommunication Object

Configuration of Assoc.Bus.Packages (Enterprise Portal Content)

Create Sample Business Agreement

Authorization Objects for the Application Interface

Business Partner Master Data for the Dealer Portal

Create Business Role in IC WebClient for Financial Customer Care

Create Organizational Structure for Financial Customer Care

Defining Logical System for RFC Access to FI-CA

Define Profiles and Filters for Financial Customer Care

Define Profile for Credit Memo Creation

Configuration Notes

Function Modules for Managing Collections in Interaction Center

Display FI-CA documents in IC WebClient

FI-CA Customizing for Financial Customer Care

CRM Customizing for Financial Customer Care

Settings for Processing Installment Plans

Creating Correspondence

Invoice Display in Financial Customer Care

Customer-Specific Balances

FI-CA Events for Financial Customer Care

Settings for Dispute Management in Interaction Center

Settings for Adjustment Requests in Interaction Center

SAP Notes on the Configuration of Financial Customer Care

Dispute Case Customizing

Activate/Deactivate Contract Level in Financial Customer Care

Prerequisites for Credit Risk and Collections Management Process

Authorizations in FI-CA for Financial Customer Care

Configuration Info-Objekte CRM/Utilities

IS-U/CRM Contract Integration

Integration – Data Model

Business Agreements in the Interaction Center

Business Agreement

Customizing Settings for Service Contracts in CRM

Structured Utility Contract

Products in SAP IS-U

Products in SAP CRM

Product Processing in SAP CRM

Product Configuration with PME

Simplified Configuration

Product Processing in SAP IS-U – Master Data Generator

Initial Load of Contracts

Identification Settings in the Interaction Center

Contract-Related Processes

Integration of Processes in the User Interface

Accept Quotation

Product Change

Contract Reversal (Move-In Reversal)

Settings for the Product Proposal

Settings for Billing Simulation in the Product Proposal

BAdIs for Product Proposal

Use of Interactive Scripting for the Product Proposal

Address Management

IS-U/CRM Integration: Replication of Technical Objects

Integration – Data Model

Mapping IS-U Data in CRM

Unicode

System Settings in SAP IS-U

Mass Changes and Migrations in SAP IS-U

System Settings in CRM

Administration Console

Delta Download of Technical Objects

Upload of Technical IS-U Objects

BDocs

Cust. Fields f. Tech. IS-U Obj. in SAP CRM 4.0 and SAP IS-U 4.71

Excursus: Changing settypes and attributes

Automatic Enhancement of CI_POD

Replication of Customer Enhancements

Utilities Industry Enhancements with CRM 2006s/2.

Quotation Calculation in Sales Process for C&I Customers

Maintain Price Proposal in Product

Customizing Settings

Business Transaction Categories and Item Object Types

Transaction Types and Item Categories for C&I Customers

Price Types

Communication Interfaces for External Calculation Tools

Customizing Settings for the Communication Interfaces

Description of the Interfaces

Demo Mode

Customer-Specific Implementation of Pushbutton for Triggering Ca

Configuration of E-Services

General Notes on Configuration

Authorizations for Controlling IS-U Functions in Front-End Syst.

Inclusion of SAP Utility Customer E-Services in a Portal

Detailed Documentation

Services

Display Contract Overview

Move-In

Entering Meter Readings

Interim Billing

Comparing Rates

Adjust Budget Billing Plan

Adjust Payment Plan

Display Contract Overview

Move-Out

Move-In/Out

Additional Parameters

Configuration of the Web Interface

Example Resource File RATEDATA

Business Partner Replication

Set-Up and Load Guide for Business Agreements and Contract Accou

Utility-Specific Settings for Business Partner Relationships and

Settings for Object Set

Quotation Calculation in Sales Process for C&I Customers

Maintain Price Proposal in Product

Customizing Settings

Business Transaction Categories and Item Object Types

Transaction Types and Item Categories for C&I Customers

Price Types

Communication Interfaces for External Calculation Tools

Customizing Settings for the Communication Interfaces

Description of the Interfaces

Demo Mode

Customer-Specific Implementation of Pushbutton for Triggering Ca

IS-U/CRM Contract Integration

Integration – Data Model

Business Agreements in the Interaction Center

Business Agreement

Customizing Settings for Service Contracts in CRM

Structured Utility Contract

Products in SAP IS-U

Products in SAP CRM

Product Processing in SAP CRM

Product Configuration with PME

Simplified Configuration

Product Processing in SAP IS-U – Master Data Generator

Initial Load of Contracts

Identification Settings in the Interaction Center

Contract-Related Processes

Integration of Processes in the User Interface

Accept Quotation

Product Change

Contract Reversal (Move-In Reversal)

Settings for the Product Proposal

Settings for Billing Simulation in the Product Proposal

BAdIs for Product Proposal

Use of Interactive Scripting for the Product Proposal

Address Management

Master Agreements in Sales Process for C&I Customers

Supported Standard Procedure for Cross-Contract Billing

Purchasing Communities

Joint Blocking

Bonus Calculation

Support for Cross-Contract Billing, up to SAP IS-U 4.71

Overview of New Developments for CRM 4.0 and IS-U 4.71

Enhancements to Existing Master Data

Master Agreements in IS-U / CRM Integration

Business Partner Replication

Replication of Customizing Objects

Checking ISO Codes

Defining Product Hierarchy Structure

Defining Product Hierarchy Structure in CRM

Checking the Product Hierarchy Structure in ERP

Defining Product ID Settings

R/3 Tax Configuration Settings: Overview

Defining Tax Types

Defining Business Partner Tax Groups

Defining Business Partner Tax Classification Assignment Settings

Validating Business Partner Assignment Settings

Performing the Initial Load of Customizing Objects

Monitoring Replication Status for Customizing Objects

Master Data Replication Between ERP and CRM

Replication of Customer Data

Defining Sources for the Creation of Business Partners

Customer Data Model in ERP and CRM

Classification of Customer Data

The Meaning of Number Assignment in the Source and Target System

The Role of Transaction PIDE

Defining Number Assignment Strategy for Business Partners

Number Assignment Using Different Numbers in a Leading System

Number Assignment Using Different Numbers in Systems of Equal St

Number Assignment Using the Same Numbers in a Leading System

Number Assignment Using the Same Numbers in Systems of Equal Sta

Overview of the Configuration Steps

Mapping Business Partners from ERP to CRM

Identifying Relevant ERP Account Groups

Defining Number Ranges for Business Partners in CRM (Part 1)

Defining Business Partner Groupings (Part 1)

Defining an ERP Reference Customer

Mapping ERP Account Groups to CRM Classifications

Mapping Business Partners from CRM to ERP

Defining Number Ranges for Business Partners in CRM (Part 2)

Defining Business Partner Groupings (Part 2)

Creating Number Ranges for Business Partners in ERP

Creating ERP Account Groups

Mapping CRM Classifications to ERP Account Groups

Synchronizing Field Settings in ERP and CRM

Replicating ERP Reference Customers

Checking Reference Business Partners

Selecting Customers for Replication (Optional)

Initial Load of Customer Master Data

Initial Load of HR Master Data to the CRM System

Monitoring Replication Status for Customers

Checking Business Partners

Replication of Contact Persons

Initial Load of Contact Persons

Monitoring the Replication Status for Contact Persons

Checking for Completeness of Replication

Replication of Customer Hierarchy

Assigning ERP Customer Hierarchy to CRM Hierarchy Category

Initial Load of ERP Customer Hierarchy

Monitoring the Replication Status for Customer Hierarchy

Creating Account Hierarchies in SAP CRM

Loading Business Partner Objects

Replication of Vendor Master Data

Activating the Generation of Vendor Records in CRM

Activating the Generation of Vendor Records in ERP

Synchronizing Field Settings

Specifying Filter Settings for Initial Data Transfer

Initial Load of Vendor Master Records

Monitoring Replication Status of Vendor Master Records

Delta Upload of Vendor Master Records

Activating the Delta Download in SAP CRM

Replication of Plants from an ERP System

Replication of Product Tax Data

Initiating the Customizing Download

Defining Product Tax Groups

Validating Tax Assignment Settings

Replication of Materials

Checking Materials

Defining Number Ranges for Materials

Checking Item Category Groups

Creating Item Category Groups Manually

Activating the Replication of Material-Plant Assignment

Selecting Materials or Services for Initial Load

Initial Load of Materials and Services

Initial Load of Configuration Models for Configurable Materials

Monitoring the Replication Status of Materials

Replication of Conditions

Transferring Customizing Data

Postprocessing Customizing Data

Transferring Customizing Data to the Consolidated Database (CDB)

Transferring Master Data from SAP ERP

Correction Possibilities for Copying Master Data

Transferring Master Data to the Consolidated Database

Routines (Formulas and Requirements)

Data Replication

Replication of Equipment Between SAP CRM and SAP ERP

Replication of the Equipment Configuration Between SAPCRM and SA

Replication of Functional Locations Between SAP CRM and SAP ERP

Connection to SAP APO for Availability Check

Set up System Landscape for SAP CRM and SAP APO

Set up Logical Systems and RFC Connections

Set up SAP APO Core Interface (APO-CIF)

Set up Test Data for Availability Check

Set up SAP APO-CIF Integration Model

Set up Mapping of Vendor (Plant) and Location

Set up Customizing for Availability Check

Set up User Interface for Product Configuration

IPC: Performing the Function Check

Extended Configuration Management (XCM)

XCM: Specific Settings for the Product Configuration Interface

Document Replication

Dynamic Product Images

SAP Exchange Infrastructure and CRM

Extended Configuration Management (XCM)

Settings in XCM for Partner Management

Configuring User Management in CRM Web Channel and PCM

Central Logon Module

E-Commerce Logon Procedures

E-Commerce with UME

Configuration Settings for User Management in CRM Web Channel

Setting Up a Service User for Web Application-SAP CRM Connectivi

Configuration Settings for the Authorization Concept

Authorization Roles in CRM Web Channel

Document Authorizations

CRM Web Channel User Management and the Access Control Engine

Configuration for CRM Mobile

Data Replication

Activating Message Transfer on the Communication Station

Maintaining the DCOM Connector Settings

Initial Load from CRM Server to CDB

Performing the Initial Load of Customizing Objects

Loading Customer Master Data and Contacts

Loading Business Partner Objects

Loading Partner/Product Ranges

Loading Products and Listings

Loading Materials and Services

Loading Conditions and Pricing Customizing Data

Loading Account Planning Data

Loading Offline Planning Data

Loading Offline Planning Layouts

Loading Promotions and Campaigns

Loading Field Service Objects

Initial and Delta Download for Stock Management

Maintaining Settings in the Administration Console

Relationships Between Replication Objects

Mobile Service: Settings for Objects

Publications for Customizing

Customizing Publications for General Objects

Customizing Publication for Business Transactions

Customizing Publication for Standard Texts

Customizing Publications for Marketing

Customizing Publication for Account Planning

Customizing Publication for Visit Planning

Customizing Publications for Conditions

Customizing Publications for Pricing

Customizing Publications for Products and Listings

Customizing Publications for Business Partners

Customizing Publications for Mobile Service Objects

Publications for Master Data

Publications for Business Partners

Publications for Business Partner Group Hierarchy

Publications for Customers and Prospects

Publications for Customer Defaults

Publications for Customer Hierarchy

Publication for Customer Relationships

Publication for Customer and Competitor Agreement Prio.

Publications for Contacts

Publications for Employees

Publications for Products and Objects

Publications for the Product Configuration Model

Publications for Partner/Product Ranges

Publications for Visit Plans

Publications for Installed Base

Publications for Non-Scenario-Based Objects

Publications for Attachments

Publications for Authorization Objects

Publications for Inbox Mapping

Publications for Reports

Publications for Mobile Administration

Publications for Testing Adapter Connection

Publication for Connection Handler

Publication for Connection Handler Log

Publications for E-Mails

Publications for Workbench

Publications for Project/Assembly

Publications for Territories

Generic Publications for Scenario-Based Objects

Publications for Account Planning Data

Publications for SAP SEM Planning

Publications for Business Partner Fact Sheet

Publications for Target Groups

Publications for Activities

Publications for Shelf Management

Publications for Opportunities

Publications for Project/Assembly

Publications for Marketing

Publications for Sales Transactions

Publications for Mobile Service: General Objects

Publications for Service Confirmation

Publications for Service Orders

Mobile Service: Settings for Stock Overview

Mobile Service: Settings for Goods Movement

Mobile Service: Settings for Reservations

Mobile Service: Settings for Requisitions

Publication for Time Specification

Publications for Complaints and Returns

Publications by Business Scenario

Publications: Field Account & Contact Mgmt with CRM Mobile Sales

Publications: Field Campaign Management with CRM Mobile Sales

Publications: Field Opportunity Management with CRM Mobile Sales

Publications: Field Quotation and Order Management with CRM Mobi

Publications: Field Service Order Mgmt with CRM Mobile Service

Configuration and Publications: Field Service Stock Management w

Publications: Field Complaints Management with CRM Mobile Servic

Replicating Customer-Specific Condition Objects to Mobile Client

Checking Entries in the Mobile Bridge

Generating the Objects for Data Transfer

Creating SAP R/3 Adapter Objects

Generating Table Script

Generating the Metadata on the Mobile Client

Creating the Replication Object

Creating a Publication

Updating the Mobile Client

Creating Subscriptions to Customer Specific Condition Objects

Providing SAP SEM Data to Mobile Clients

SAP SEM Settings for Offline Account Planning

Customizing for Offline Planning Data and Layouts

Customizing for Account Planning with CRM Mobile Sales

Settings for Downloading Historical Data

Specifying Characteristic Values and Virtual Planning Profiles

Virtual Planning Layouts with Standard Content

Basic Customizing for Virtual Planning Layouts

Advanced Customizing for Planning Layouts in BI

Downloading Historical Data from BI to CDB

Maintaining Settings in Mobile Application Studio (MAS)

Offline Planning in Field Campaign Management

Offline Planning in Field Trade Promotion Management

Offline Planning in Field Opportunity Management

The Administration Console

Configuration Settings in MSY

Creating and Managing Replication-Relevant Objects

Sites

Creating, Changing, or Deleting Sites

Company Employees

Assigning and Reassigning a Site ID to the Mobile Client

Synchronizing Data

Mobile System Maintenance (MSY)

Cross-Component Settings

Choice Field Overview

Creating and Changing Choice Fields

Creating Choice Field Value Hierarchies

Relationship Category

Relationship Category Maintenance

Inbox Maintenance

Integrating Inbox with Business Components

Defining Number Generation Settings for Sales Transactions

Calendar Template Workflow

Creating Calendar Templates

Configuring Calendar Templates

Assigning Calendar Templates to Employees

Application Parameters

Password Parameters

Defining Values for Pricing Engine Parameters

Communication between Mobile Sales and IPC

Setting Parameters for Due Visits

Sales Transaction Settings

Sales Transaction Types

Maintaining Field Properties for Sales Transactions

Availability Information in CRM Mobile

Customizing for Availability Information

Creating Availability Profiles

Assigning ATP Profiles to Item Categories

Defining Number Generation Settings for Sales Transactions

General Settings for Sales Transactions

General Settings for Pricing

Easy Condition Types

Sales Transaction Cockpit Settings

Document Generation

Document Generation Workflow

Creating Layouts

Assigning Transactions to Layouts

Layout Design

Document Generation

Data Element Definition

Data Element Generation

Text Element Definition

Decision Element Definition

Advanced Selection

Advanced Selection Workflow

Creating Advanced Selections

Defining Advanced Selection Criteria

Defining Advanced Selection Variables

Designing Advanced Selection Variables as Combo Boxes

Integrating Advanced Selection with Business Components

Using Advanced Selection

Activity Journal Definition

Activity Journal Template

Activity Journal Template Creation

Creating Template Types

Field Assignment to Activity Journal Template Types

Creating Activity Journal Templates

Product Assignment to Activity Journal Templates

Adding Fields to Activity Journals

Mapping Data for New Fields in Activity Journals

Target Group Generation

Target Group Management

Target Group Member Administration

All Territory Hierarchies

Employee Territories

Selections and Target Groups

Target Group Generation

Creating Selection Headers

Target Group Generation: Standard Selection Header

Target Group Generation: Advanced Selection Header

Target Group Management

Target Group Member Administration

BI Report Tools

BI Reports Workflow on the Mobile Client

Employee Component Setup

Number Range Maintenance for Service Transactions

Business Content Provider

Business Content Provider Workflow

Creating Business Content Providers

Defining Formulas for Business Content Providers

Report Maintenance

Report Category

Report Creation

Creating Reports Using Crystal Reports

Creating Super Reports Using Crystal Reports

Updating Active Field Definition Files

Creating Reports Using Microsoft Excel

Creating Super Reports Using Microsoft Excel

Defining Filtering Criteria for Reports and Charts

User Interface Assignments to a Report

Generating Instant Reports

Instant Reporting: Third-Party Tool Integration

Defining Filtering Criteria for Reports and Charts

Chart Element Descriptions

Metadata Export and Import

Export-Import Workflow

Export Manager

Export Management for Advanced Users

Import Manager

Data Structures of Entity Types

Business Partner Settings

Defining Settings for Fact Sheets

Defining Settings for Business Hours

Configuring Communication Lines

Defining Relationship Categories and Partner Functions

Setting the Default Relationship Category

Defining Settings for Contact and Business Partner Relationships

Defining Settings for Contact Types

Specifying Criteria to Check for Duplicate Business Partners

Defining Business Partner Cockpit Settings

Customizing Territory-Dependent Business Partner Data

Making Customizing Settings for DEA Addresses

PDA Synchronization

Configuration for Shelf Management

Listing Settings

Defining Values for Listing Parameters

Adding Listing Header Fields

Settings for Service Stock Management

Storage Location Assignments

Security Logs and Settings

Installation of Groupware Integration Components

Data Flow in Groupware Integration

Groupware Integration Configuration Activities

Groupware Server Configuration

Determine Parameters for the Groupware Adapter

Setting Up and Configuring the SAP Groupware Connector

Configuring the Groupware Connector

Generating Functions and Services for BDoc Types

Generating Replication Services

Generating R/3 Adapter Services

Create Sites for the Groupware Adapter

Creating Subscriptions for the Groupware Integration

Transfer Business Partner to Personal Contact Directory

Synchronizing Attachments to Activities in CRM with Groupware

Fetching Metadata for BUS_TRANS_MSG

Get Activity Categories for Master Category List

Groupware Customizing Objects

Applying Filter Conditions to the GWA_APPLN_MSG Customizing Obje

Loading the Customizing Objects to Groupware

Monitoring the Initial Load of Customizing Objects

Transfer Business Partner to Public Contact Directory

Monitoring the Initial Load of Business Partners

Customizing Settings for Groupware Integration

Setting Master Categories List in Microsoft Outlook

Groupware Integration Troubleshooting

Troubleshooting the Groupware Adapter

Performance-Related Settings for Groupware Integration

Installation of Groupware Integration Components

Using Surveys in Activity Management

Configuring the Multiple Back-End Scenario

Billing Configuration

Single Object Processing for a Metadata Entry

List of Metadata Entries

Generation Logs

Template Analysis

Modification Analysis

Container Structure Analysis

Consistency Check

Edit Metadata

Generating an Application

Generating a Workbench Object

Activating and Creating a Feature

Creating a Feature Attribute

Creating a Subscription for an Event

Expanding a Selection Group

Creating an Index

Maintaining Service Mapping

Authorizations

Configuring the Business Package

Digital Asset Management

Configuring Digital Asset Management

Activation

Repository Manager

Repository Filters

RFC Connections for the Conversion Server

Configuration

MIME Type Administration

Taxonomy Definition

Administration of the Type of Digital Asset

Administration of Legal Information

TOC and E-Mail Notification Templates

Initial Upload

Deleting Digital Assets

Knowledge Management in SAP Customer Relationship Management

Publishing of Documents from SAP CRM in Knowledge Management

SAP CRM

Setting Up the HTTP Service in Internet Communication Manager

Maintaining WebDAV Hierarchies

Maintaining Authorizations for WebDAV Hierarchies

Addition of Document Hierarchies

BO_Info Classes

Creating Namespaces for Properties

SAP NetWeaver

Setting Up the HTTP Data Source

Setting Up the Memory Cache

WebDAV Repository Manager

Creating an Index for the Document Repository for SAP CRM

Making Document Hierarchies Available

Setting Permissions

Additional Authorizations for KM Folder Structure

Info Center Structure and Authorizations in SAP CRM

News Management in SAP CRM

Adjusting News Masks

Creating and Adjusting News Filters

Creating New Categories as News Folders

Time-Dependent Publishing of News

Object Link Properties

Worklist

Controlling Access to Documents and Filtering Documents

Setting Up Multiple Blocks of Categorization Fields