Documente Academic
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Rohit Ranjan
Series How CRM Functionality Works 28-04-2011
Agenda
Definition Purpose Structure Customizing Steps Control Parameters & Basic Functions Customizing Screenshots
Definition
A transaction type specifies the characteristics and attributes of a business transaction (for example, sales order, service request, visit, etc,) and the control attributes (for example, partner determination procedure, text determination procedure, status profile, organizational data profile). A transaction type controls the processing of a specific business transaction. A business transaction type is assigned to one business transaction category (for example, activity, opportunity, sales, service). The business transaction category defines the business context in which a business transaction type can be used. Transaction type is similar to the document types in SAP SD.
Purpose
A business transaction provides business structures and functions that can be used in the various processes of a company, for example, in sales, marketing or service.
Header General data, such as: Description, Priority Status , Sales Cycle Priority, Purchase order Number Pricing Procedure..
Business Partner
Item Material 1 Quantity Material 2 Quantity Service 1 Quantity
Item specific Data, such as: Pricing relevance Billing relevance ATP Relevance Confirmation Relevance..
ITEM
The Item level contains data which is applicable only for the items (e.g.) Product number, Product Value, Item Quantity.
Schedule Line
The Schedule lines sub-divides an item according to the exact Delivery dates and Delivery quantity according to ATP check
TRANSACTION TYPE
Transaction ( TA )
+
ITEM CATEGORY GROUP ITEM CATEGORY USAGE MAIN ITEM CATEGORY
Product Master (NORM) Program
ITEM CATEGORY
( TAN )
Item Category
COPY
Copies Current Transaction document: Same Transaction Type
CREATE FOLLOW-UP
Header data and Item data copied Transaction history is not updated; no relationship to predecessor
Copies data from a Business Transaction We can choose the transaction type for the follow up Header Data is copied You can select items Transaction history is Updated
Prerequisite: We have to make the Customizing settings for Copy control
The display of the transaction history is context-specific and depends on each transaction type CRM_COPY_BADI to create own copy routines Possible to navigate to linked transactions from transaction history, even to connected ECC system if ITS settings are maintained Subsequent referencing possible using object relationship profile
Source
Target
Transaction Types
AG
TA
Source
Target
Item Categories
AGN
General Control Detailed Data
TAN
TAN TAN
TA
ZTA1
Incompleteness Check
Organization Determination Partner Processing Action Processing Credit Check Availability Check Product Substitution
These are the Basic Functions which can be set for a Business Transaction
Date Management
Date management enables you to process the dates that are relevant for you in one transaction
Activity
Date rule:
Current Date
Sales Contract
Contract start: Current Date Runtime: One Year Contract end: Contract start + validity period Call customer: Contract end two weeks
Date Management
Transaction Type
Item Category
Date Profile Which date types can I use? Which durations are included? What attributes have been given to the dates and durations? How are the dates determined (date rules)?
Status Management
Status Profile
Transaction Type
Item Category
Status Profile Definition of User Status With or Without Status Number Transactional Control. Authorization Key
Status Profile
Incompleteness Check
The Incompleteness check, checks whether all necessary information is completed in a Transaction document. Example : Ext. Reference Field is a mandatory field in standard sales order
Follow Follow
up Transaction possible
Incompleteness Procedure Which fields are required entry fields? Which message type is involved (error or warning)? How does the system react (for example, is the status set to incomplete for delivery)?
Change History
The system can update change documents for transactions This allows you to display all changes made to a document, including:
You can decide for each transaction type whether change documents are updated.
Transaction Processing
SAP IMG Customer Relationship Management Transactions Basic Settings Define Item Category Determination
Copy Control
SAP IMG Customer Relationship Management Transactions Basic Settings Copying Control for Business Transactions Define Copying Control for Transaction Types
Transaction Processing
Transaction Types
SAP IMG Customer Relationship Management Transactions Basic Settings Define Transaction Types
Item Category
SAP IMG Customer Relationship Management Transactions Basic Settings Define Item Category
Questions