SAP CRM 7 NOTES INFOSAT CORPORATION USA SAPGURU

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Contents 1. BUSINESS PARTNERS 1.1. CREATING BP 1.1.1. DEFINE NUMBER RANGE 1.1.2. DEFINE GROUPING AND ASSIGN NUMBER RANGE 1.1.3. DEFINE BP ROLE 1.1.4. CREATE AND MAINTAIN BP 1.2. FORMS OF ADDRESSES 1.3. DATA ORIGIN 1.4. INSERT REGION 1.5. STATUS MANAGEMENT 1.6. TESTING 2. ORGANIZATIONAL MANAGEMENT 2.1. 2.2. 2.3. 2.4. CREATE DIVISION CREATE DISTRIBUTION CHANNEL CREATE TUPEL CREATE ORGANIZATION MODEL PATH 1 1 2 2 2 2 3 3 3 4 4 5 5 5 6 6 6 7 7 8 8 8 9 10 11 12 12 12 13

3. ORGANIZATION DATA DETERMINATION 3.1. 3.2. 3.3. 3.4. 3.5. 3.6. CREATE DETERMINATION RULE FROM ORGANIZATIONAL MODEL (RULE 1) CREATE DETERMINATION RULE OF THE RESPONSIBILITY TYPE (RULE 2) CREATE AN ASSIGN ORGANIZATION DATA PROFILE CHANGE DETERMINATION RULE OF THE RESPONSIBILITY TYPE ASSIGN ORG. DATA PROFILE TO TRANSACTION TYPE TESTING:-

4. PRODUCT 4.1. 4.2. 4.3. 4.4. 4.5. MAINTAIN ATTRIBUTES MAINTAIN SET TYPE MAINTAIN HIERARCHY AND CATEGORIES DEFINE NO. RANGE CREATE OR MAINTAIN PRODUCT

5. ACTIVITY MANAGEMENT 5.1. 5.2. 5.3. 5.4. CREATE ACTION WITH WIZARD DEFINE CONDITION ASSIGN ACTION PROFILE TO TRANSACTION TYPE TESTING:-

14 ERROR! BOOKMARK NOT DEFINED. ERROR! BOOKMARK NOT DEFINED. ERROR! BOOKMARK NOT DEFINED. ERROR! BOOKMARK NOT DEFINED. 31 32 32 32 33 33 34 34 35 36 36 36 37 37 37 38 38 38 38 39 39 40 40 40 41 41 41 41

6. TRANSACTION PROCESSING 6.1. 6.2. 6.3. 6.4. 6.5. 6.6. 6.7. DEFINE TRANSACTION TYPE DEFINE ITEM CATEGORY DEFINE ITEM CATEGORY DETERMINATION DEFINE COPYING AND CONTROL FOR TRANSACTION TYPE DEFINE COPYING AND CONTROL FOR ITEM CATEGORY DEFINE ITEM CATEGORY DETERMINATION WHEN COPYING TESTING:-

7. PARTNER DETERMINATION PROCEDURE (PDP) 7.1. 7.2. 7.3. 7.4. 7.5. 7.6. DEFINE ACCESS SEQUENCE DEFINE PDP DEFINE PARTNER FUNCTION AND ASSIGN ACCESS SEQUENCE ASSIGN PDP TO TRANSACTION TYPE MAINTAIN BP RELATIONSHIP TESTING:-

8. WEB CLINT UI 8.1. DEFINE PFCG ROLE 8.2. DEFINE NAVIGATION BAR PROFILE 8.3. DEFINE BUSINESS ROLE AND ASSIGN NAVIGATION BAR PROFILE AND PFCG ROLE 8.4. ASSIGN BUSINESS ROLE TO A POSITION OF YOUR ORGANIZATION STRUCTURE 8.5. TESTING:8.6. PERFORM CUSTOMIZING STEPS TO ORGANIZATION STRUCTURE( WEB UI) 8.6.1. DEFINE LOGICAL LINK 8.6.2. DEFINE WORK CENTER GROUP 8.6.3. ASSIGN LINKS 8.6.4. DEFINE WORK CENTER 8.6.5. ASSIGN GROUPS 8.6.6. DEFINE PROFILE

8.6.7. ASSIGN WORK CENTER 8.6.8. MARK VISUAL AND IN MENU OF YOUR LOGICAL LINK 9. MARKETING 9.1. CREATE MARKETING PLAN:9.2. DEFINE OBJECTIVES 9.3. DEFINE TACTICS 9.4. DEFINE TYPE / OBJECTIVES / TACTICS 9.5. SEGMENTATION 9.5.1. MAINTAIN ATTRIBUTES 9.5.2. MAINTAIN ATTRIBUTE SET 9.5.3. ASSIGN ATTRIBUTE VALUES TO BP 9.5.4. DEFINE DATA SOURCE 9.5.5. MAINTAIN ATTRIBUTE LIST 9.5.6. SEGMENT BUILDER 9.6. MAIL FORM 9.7. ASSIGN MAIL FORM TO YOUR CAMPAIGN 9.8. CAMPAIGN EXECUTION 10. ELM (EXTERNAL LIST MANAGEMENT) 10.1. MAINTAIN MAPPING FORMAT 10.2. MAINTAIN EXTERNAL LIST 11. SURVEY 11.1. 11.2. 11.3. 11.4. 11.5. CREATE SURVEY DEFINE DETERMINATION FOR QUESTIONNAIRES DEFINE LEAD QUALIFICATION LEVEL ASSIGN QUALIFICATION LEVEL TO QUESTIONNAIRES TESTING:-

41 42 43 43 44 44 44 45 45 46 47 47 47 48 48 49 49 50 50 50 51 51 52 52 53 53 54 54 54 55 55

12. DEFINE SALES CYCLE AND SALES STAGES 12.1. 12.2. 12.3. 12.4. DEFINE SALES CYCLE DEFINE SALES STAGE ASSIGN SALES STAGES TO SALES CYCLE ASSIGN SALES CYCLE TO YOUR OPPORTUNITY SALES CYCLE

12.5. TESTING 13. SERVICE CONTRACT PRODUCT 13.1. MAINTAIN AVAILABILITY AND RESPONSE TIMES 13.2. MAINTAIN HIERARCHY AND CATEGORIES 13.3. CREATE OR MAINTAIN PRODUCT

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Sap CRM 7.0 Notes 1. Business Partners In SAP CRM Business Partner We Customize Them In Three Parts. 1) Person 2) Organization 3) Group Mainly We Use Seven Types of Business Partner Roles, 1) Sold To Party 2) Ship To Party 3) Bill To Party 4) Payer 5) Contact Person 6) Employee 7) Prospects Note :- In Sap CRM For Any Customize We Need To Go To The IMG Screen. T Code :- SPRO Click To Sap Reference IMG For A New Screen For Customization.

1.1.

Creating BP

Steps For Bp Creation:1) Define Number range 2) Define Grouping And Assign Number Range 3) Define BP Role 4) Create And Maintain BP

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1.1.1. Define Number range SPRO IMG Cross Application Components SAP Business Partner Business Partner Basic Setting Number Ranges And Grouping Define Number Range Click On Change Interval Button Click On Insert Interval Button

Give Id In The Fill From Number Press F4 And Select The Available Number Range In The Field To Number Manually Type The Number. Then Press Enter Save And Exit. 1.1.2. Define Grouping and Assign Number Range IMG Cross Application Components SAP Business Partner Business Partner Basic Setting Number Ranges And Grouping Define Grouping And Assign Number Ranges Click On New Entry Give Id Give A Short Name And Description In The Field Number Ranges Press F4 And Select Your Number Range Enter, Save And Exit

1.1.3. Define BP Role IMG Cross Application Components SAP Business Partner Business Partner Basic Setting Business Partner Roles Define Bp Roles Select Sold To Party Click On Copy As Icon Change The Id Change the Title and Description Then Enter, Save and Exit.

1.1.4. Create and Maintain BP Go To The Easy Access Menu

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Give The T Code :- BP And Enter Click On Create Person Button

Leave The Business Partner Id Blank In The Fill Grouping Press F4 And Select Your Grouping In The Field Create In Bp Roll Press F4 And Select Your Bp Roll Click On Create Give A Title Give The First And Last Name And Other Relevant Data And Save. 1.2. Forms of Addresses

IMG Cross Application Components Sap Business Partner Business Partner Basic Setting Form Of Addresses Maintain Form of Addresses 1.3. Click On New Entry, Give Id And Title Select The Check Box Person, Organization Or Group As Required Select The Gender As Required Enter, Save and Exit. Data Origin

Path Step Imp Cross Application Components Bap Business Partner Business Partner Basic Setting Data Origin Maintain Data Origin Type 1.4. Click On New Entry Give Id , Short Name and Description Enter, Save And Exit Insert Region

Path Step IMG Sap Netweaver General Setting Set Country Insert Regions Click On New Entry In The Field Country Press F4 And Select Your Country In The Field Region Give A Short Name Required Region Give Description Enter And Save, Exit.

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1.5.

Status Management

IMG Cross Application Components Bap Business Partner Business Partner Basic Setting Status Management Define Status Profile For User Status Click On New Entry Give Id And Description, Select Maintenance Language English Then Continue Double Click On Your Status Profile Status Numb 1 2 3 Status Ab1 Ab2 Ab3 Short Text As Gold Class As Silver Class As Platinum Class Lowest 1 2 3 Highest 3 3 3

Enter Click On Object Type Button Select The Check Box Business Partner Enter And Save, Exit.

1.6.

Testing Go To Easy Access Menu Type The T Code BP Give Your BP Id Enter Click On The Type Status Click On Assign Status Profile Select Your Created Status Profile Select The Status And Enter

Check Data Origin under the Top Control, Check Form of Address And Region Under The Tab Address.

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2. Organizational Management
Organization

Sales

Marketing

Service

Sales Organization Unit:The Organization Unit Is Responsible To Carry Out All The Sales Process Of The Organization Is Called Sales Organization Unit. Distribution Channel:It Is The Path Through Which Product Of An Organization Reaches The End Customer. Division:It Is The Product Line Or The Business Line Of An Organization. Sales Area Data:It Is The Combination Of Sales Organization Unit, Division & Distribution Channel. Tupel :It Is The Combination Of Division & Distribution Channels. 2.1. Create Division

IMG CRM Master Data Organization Management Division Setting Define Division (Product Line or Business Line) 2.2. Click On New Entry Give Id And Description, Enter Save And Exit Create Distribution Channel

IMG CRM Master Data Organization Management Organizational Data For Sales Scenario Define Distribution Channel Click On New Entry, Give Id And Description Then Enter,

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 2.3.

Save And Exit. Create Tupel

IMG CRM Master Data Organization Management Organizational Data For Sales Scenario Define Combination Division And Distribution Channel 2.4. Click On New Entry In The Field Division Press F4 & Select Your Division In The Field Distribution Channel Press F4 & Select Your Distribution Channel Enter, Save And Exit. Create Organization Model Path

IMG CRM Master Data Organization Management Creat Organization Model Continue The Data, Click On New Organization Unit, Give Id And Description Press Enter Click On Address Tab Give City, Country & Region Click On Function Tab, Select The Scenario Sales On The Attributes Tab, In The Field Of Attributes Maintenance Scenario Select Sales Click The Check Box Object Permitted In Determination.

3. Organization Data Determination

Transaction Type

Organizational
Data

Rule 1 (General Rule)

Rule 2 (Responsibility Type)

Organizational Data Profile To Set The Responsible Organization For A Particular Transaction.
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 3.1.

Step 1:-Create Determination Rule From Organizational Model (Rule 1) Step 2:-Create Determination Rule Of The Responsibility Type (Rule 2) Step 3:-Create An Assign Organization Data Profile Step 4:-Change Determination Rule Of The Responsibility Type Step 5:-Assign Org. Data Profile To Transaction Type Create Determination Rule From Organizational Model (Rule 1)

IMG CRM Master Data Organization Management Organization Data Determination Wizard Organization Data Determination Create Determination Rule For Organization Click On Create, Give Id And Description In The Field Package Type $ Tnp Click On Continue 3.2. Select Sales, Select The Attribute Sales Office, Sales Organization, Sales Group Continue Till Complete And Note The System Generated Rule No.1 Create Determination Rule Of The Responsibility Type (Rule 2)

IMG CRM Master Data Organization Management Organization Data Determination Wizard Organization Data Determination Create Determination Rule Of The Responsible Type Click On Continue Button, Give Short Description And Description, Package $Tnp Then Continue, Select Scenario Sales Then Continue, Select The Attribute Postal Code Then Continue To Till Complete Note The System Generated Rule No.2

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3.3.

Create an Assign Organization Data Profile

IMG CRM Master Data Organization Management Organization Data Determination Wizard Organization Data Determination Create And Assign Organization Data Profile Click On Continue, Give Id And Description Then Click On Continue, Select Scenario Sales Then Continue, Select Both Then Continue In The Organization Attribute Category Give Rule No.1 And Responsible Category Rule No.2 Then Continue 3.4. Select All Attributes Click Continue Change Determination Rule Of The Responsibility Type

IMG CRM Master Data Organization Management Organization Data Determination Change Roles And Profiles Change Determination Roles Of The Responsible Type In The Field Rule Number Give Rule No.2 Press Enter, Click On Create Responsibility Icon Continue Give The Postal Code Of 500040 To 500050 Then Save And Back Select The Responsibility From Green Button, Click On Insert Agent Assignment Icon Double Click On Organization Unit Then Continue Select Your Sales Org., Sales Office And Sales Group Then Continue, Click On Create Icon (No. Of Select ) 3.5. Save And Exit Assign Org. Data Profile to Transaction Type

IMG CRM Master Data Organization Management Organization Data Determination Change Roles And Profiles Assign Organization Data Profile To Transaction Type

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Double Click On Telesales In The Field Organization Data Profile Press F4 And Select Your Organization Data Profile

3.6.

Then Save And Exit Testing:-

T.Code - Crmd_Order Click On Business Transaction (Menu Bar) Click On Create Double Click On Telesales In The Field Sold To Party Give To Sold To Party Id And Press Enter Select Sales Group And Continue Click On Organization Tab Exit

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4. Product Any Thing Tangible Or Intangible Sold In Order In Generate Revenue. In CRM Products Are Six Types 1) Material 2) Service 3) Finance 4) Warranty 5) Intel Actual Proper TG. 6) Financial Services
Product

Hierarchy

Category

Set Type

Attributes

Set Types:It Is The Collection Of Attributes Set Types Or Two Types 1) User Define
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2) System Standard System Standards Set Types To Maintain While Creating The Product Exp. Comm_Pr_Lgtext Comm_Pr_Shtext Comm_Pr_Unit Comm_Pr_Mat Pre Requisite:We Need To Consider The Hierarchy Of The Product Has Been Already Downloaded From R/3. 4.1. Step 1:-Maintain Attributes Step 2:-Maintain Set Types Step 3:-Maintain Hierarchy And Categories Step 4:-Define No. Range Step 5:-Create Or Maintain Product Maintain Attributes

Path For Step 1:T.Code - Comm_Attrset In Attribute Give Id Then Click On Create Give Description In The Field Attribute Types Select Character String, In The Field Attribute Length 20 Click On Value Range Tab Give Single Value And Fixed Value Description Then Enter, Save And Back

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4.2.

Maintain Set Type

Path For Step 2: Select Set Type Give Id Then Click On Create Give Description Select The Product Type Material Click On Assign Attribute Tab In The Field Attribute And Select Your Attribute 4.3. Enter, Save & Exit Maintain Hierarchy And Categories

Path For Step 3:- Comm_Hierarchy Click On Start Button, Click On R3prodstyp, Click On Change Display Icon Then Continue Expend The Category Right Click On Mat _ Click On Create New Category Give The Id Starting With Mat_And Length Should Be 8 Words Long, Give Description Click On Set Type Tab, Click On Set Types Icon Then Select Your Set Types (Double Click) 4.4. In The Field View Id Press F4 And Select Basic Give A Position 45 Enter, Save And Exit Define No. Range

IMG Cross Application Components Sap Product Setting For Product Type Number Assignment Define No. Range for The Product Type Material Click On Maintain Group Button, Click On Group (Menu Bar) Click On Insert Give A Description , Give The Number From To Number Then Press Enter

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 4.5.

Select The Check Box Your Group, Double Click On Your Category Click On Assign Element Group Button Save And Exit Create Or Maintain Product

T.Code- Commpr01 Click On Create Material Button In The Field For Category Press F4 Select Your Category Click On Continue Leave The Material Block Give The Description (Exp. Ankush Red Gel Pen ) In The Field Base Unit Of Measure Press F4 And Select (Pc) Click On General Tab In The Field Attribute Then Select Click On Condition Tab In The Field Cctc Press F4 And Select 0k04, In The Sales Org. Press F4 And Select Your Org. Unit, Give Amount And Curency Enter, Save & Exit

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5. Activity Management Activity Are Two Types 1) Business Activity 2) Task Business Activity Involves the Business Partner of Any Role Task Is For Interval Purpose Where Business Partner with Role Employee Only. Action Profile:It Is A Part Process Framework Which Gives Some Output (Exp. Work Flow, Subsequent Document) Depending Its Condition. Step 1:-Create Action With Wizard Step 2:-Define Condition Step 3:-Assign Action Profile To Transaction Type

5.1. Actions Actions are used in maintaining and improving business relationships. We can schedule and start predefined conditions with the Actions component by means of user-definable conditions from transaction and marketing objects. Actions use the Post Processing Framework (PPF), a Basis component, which can be automated with the initiation of outputs, follow-on documents or workflows. Using the Actions tab page within a business document, you can display a list of actions that can be included in the business transaction.

An action profile is determined from the corresponding transaction type or item category. Actions are stored as action definitions within an action profile. You can control action processing using different settings and parameters: Action changeable or executable in dialog Action displayed in toolbar (SAP GUI) Processing time (when saving the document or via selection report)

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Partner dependence Determination technique Action merging Processing types (with entry of the desired form name)

5.2. Features of actions You can define actions dependent on conditions so that the system automatically schedules and starts them when the conditions are fulfilled. With actions you can:

Create follow-up transactions automatically Execute changes in the transaction or marketing object currently being processed, for example, create new items, or status inheritance by subordinate elements in marketing objects Output in print, by faxing or e-mail

Actions are displayed in transaction documents that support actions and to which an action profile is assigned. You can display a list of actions scheduled for the document on the Actions tab page of a transaction document. The following information is displayed in the list for each action:

Status (action scheduled, action processed) Description (purpose of action) Conditions (settings for action definition and conditions are displayed) Creator, Creation date

There are various processing types for actions: Methods (Business Add-Ins) Methods are Business Add-In (BADI) implementations. You can define your own BADI implementation to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF is the relevant BADI.) Examples for standard methods include the following:

COPY_DOCUMENT (create a follow-up document) COMPLETE_DOCUMENT (set status completed within document)

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CREDIT_MEMO (create credit memo item) REPAIR_ITEM (create a repair item) 1O_EVENT_CREATE (create a workflow event) SAP Business Workflow

This is suitable for more complex processes, for example, a follow-up transaction that includes an approval process.

Smart Forms

SAP Smart Forms must be used to print, e-mail or fax documents such as an order confirmation. You can use the graphics tool, SAP Smart Forms, to design the layout of output forms. SAP delivers several Smart Forms for outputs in SAP CRM:

Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters, and e-mail) Form CRM_ORDER_LEASING_01 (suitable for faxes, letters, and e-mail) Form CRM_OPPORTUNITY_01 (suitable for faxes, letters, and e-mail)

SAP Smart Forms offer the advantage of adapting forms without requiring programming knowledge, thanks to a completely graphical user interface. When you request a printout of a form, the application program obtains the relevant data to be used and prints it on the form. Data retrieval and form logic are separated from one another. SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Smart Forms is supported). 5.3. HOW TO CREATE AN ACTION 5.3.1. STEP-BY-STEP PROCEDURE Enter into any SAP-CRM Server and move to Transaction SPRO.

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Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions -> Actions in Transactions.

To create an Action Profile Click on documentation.

. First read the

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Now Press the Execute Button

to start creating an Action Profile.

Click

. Enter the Details to create Action Profile.

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Click

. Enter the Details to create Action.

Click

. Enter the Details to set Action.

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In the Processing Time Details, there are 3 Options.

Processing Using Selection Report gets started after a selection report is executed if the start condition has been fulfilled. Immediate Processing gets started as soon as the start condition is fulfilled. Processing when saving a Document gets started when the document is saved. Click . Enter the Details to Set Up Partner Determination.

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Partner Dependent makes this Action as dependent on Partner. The partner you choose is the one, for which the action triggers. It first checks whether that Partner exists or not. If not, it throws an ERROR. Click and select the Processing. The processing that we select is the one on which we want the Action to work on.

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Processing can be of various types such as:-

Select the one you want. For this case select Workflow. Click this and Enter the Workflow Number that you want to assign with

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Action.

Click

and Enter Action Description.

Click

and assign Schedule Condition.

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Schedule Condition decides whether an action should be scheduled for processing or not. An action is therefore generated only if the schedule condition is met. It is not mandatory to assign a schedule condition.

Select anyone that suits your requirement and proceed further.

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Click

and assign Start Condition.

Start Condition is checked before an action is executed. The Action is executed only if the Start Condition is satisfied. Here you wont be able to assign a Start Condition; there is another tab in Actions where we can assign Start Condition.

Click

and Action Configuration is complete.

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Click

and save it in a Transport Request.

To assign Start Condition -> Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions -> Actions in Transactions -> Change Actions and Conditions -> Define Conditions.

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In Scheduling of Actions, find your Action Test an Action Profile.

It shows you the entire Action that you created till now. To assign start condition, Click on Start Condition Tab.

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Click Edit Condition to enter a condition.

Enter a Condition.

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Click .

Click on SAVE. Save it in the same Transport Request as Earlier.

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And hence, this completes your Action Profile Creation for a Workflow. Similarly, we can create Action Profiles for other processing also.

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6. Transaction Processing

Lead Marketing

Opportunity Quotation

Retention

Sales Order

Service

Sales Contract Payment Delivery Billing

Transaction Type:-

Figure 1 Sales Process

It Is A Document Where We Keep The Record About A Particular Transaction. Header Level Item Level Schedule Level Item Category:It Determines How An Item Behave In A Transaction Type. Name Lead Opportunity Quotation Tran. Id Lead OPPT AG Item Cat.Id Lead OPPT AGN - Information Common For All Transaction - Information About Product - Information About Delivery

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Sales Order Copying Control:-

TA

TAN

While Creating Follow Up Transaction System Loses Its Back End Link For This Purpose We Do Copying Control. 6.1. Step 1:-Define Transaction Type Step 2:-Define Item Category Step 3:-Define Item Category Determination Step 4:-Define Copying And Control For Transaction Type Step 5:-Define Copying And Control For Item Category Stap 6:-Define Item Category Determination When Copying Define Transaction Type

IMG CRM Transaction Basic Settings Define Transaction Type Select Lead Then Click On Copy As Icon, Change Id (Title) And Description 6.2. Enter Continue Select Opportunity Click On Copy As Icon Change Id And Description Enter And Save , Exit Define Item Category

IMG CRM Transaction Basic Settings Define Item Category 6.3. Select Lead Icon Copy As Icon Change Id And Description Enter Continue Select Opportunity Icon Copy As Icon Change Id And Description Enter And Save , Exit Define Item Category Determination

IMG CRM Transaction Basic Settings Define Item Category Determination

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Click On Position In The Field Transaction Type Lead Press Enter Select All Three Lead Click On Copy As Icon In The Field Transaction Type Press F4 Select Lead Three Times Lead Id And Enter Then Save And Exit

Click On Position In The Field Transaction Type Oppt Press Enter Select All Fourteen Opportunity Click On Copy As Icon In The Field Transaction Type Press F4 Select Oppotunity Fourteen Times Oppotunity Id And Enter Then Save And Exit

6.4.

Define Copying And Control For Transaction Type

IMG CRM Transaction Basic Settings Copying Control For Business Transaction Define Copying Control For Transaction Type Click On New Entry In The Field S.Tran Press F4 And Select Your Lead In The Field Tgt.T.T Press F4 And Select Opportunity Type 6.5. Enter Press And Save, Exit Define Copying And Control For Item Category

IMG CRM Transaction Basic Settings Copying Control For Business Transaction Define Control And Copying In Item Category Click On New Entry In The Field S.I.Cat. Press F4 And Select Your Lead Item Category In The Field T.I.Cat Press F4 And Select Your Opportunity Item Category Enter And Save, Exit

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6.6.

Define Item Category Determination When Copying

IMG CRM Transaction Basic Settings Copying Control For Business Transaction Define Item Category Determination When Copying 6.7. Click On New Entry In The Field S.I.C Press F4 And Select Your Lead Item Category T.T.T In The Field Transaction Type Press F4 And Select Your Opp. Transaction Type Target Item Cat. Press F4 And Select Your Opp. Item Category Enter And Save & Exit Testing:-

T.Code Crmd_Order Click On Business Transaction Then Click On Create Double Click On Your Lead, In The Field Sales Prospect Type 300027 Press Enter And Save Click On Create Follow Up Transaction Icon Click On Your Opportunity

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7. Partner Determination Procedure (PDP)

Transaction Type PDP Partner Function Access Sequence Batch Sequence Dialog Sequence
PDP Is To Determine The Business Partner Involve In A Transaction Type. Partner Function:-It Is Nothing But The Roles. Access Sequence:-It Is A Search Strategy. Bath Sequence:-It Is Also Search Strategy Pointing Towards Source. Dialog Sequence:-It Is The Source Indicator With In Bath Sequence. Note :We Use Four Sources for PDP 1) Bp Relationship 2) Preceding Document 3) Current Partner 4) Organization Data Step 1:-Define Access Sequence

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 7.1.

Step 2:-Define PDP Step 3:-Define Partner Function And Assign Access Sequence Step 4:-Assign PDP To Transaction Type Define Access Sequence

IMG CRM Basic Function Partner Processing Define Access Sequence 7.2. Click On New Entry Give Id And New Description Then Enter Select Your Access Sequence Double Click On Folder Individual Accesses Click On New Entry In The Field Bath Seq. Type 10, In The Field Dialog Seq. Type 20 In The Field Source ( Business Partner Realtion Ship ) In The Field Partner Function Select Sold To Party (CRM) Enter And Save & Exit. Define PDP

IMG CRM Basic Function Partner Processing Define Determination Procedure 7.3. Select 00000001 ( Telesales ) Click On Copy As Icon Change Id And Description , Enter Copy All Then Continue Select Your Newly Create PDP, Double Click On Folder Procedure User Select Sales Double Click On Folder Partner Function In Procedure Define Partner Function and Assign Access Sequence Same Screen Click On New Entry In The Field Partner Function Select Contact Person (CRM)
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 7.4.

In The Field No. Of Occurrence Lowest (1) And Hight (5) In The Field Access Sequence Select Your Access Sequence Then Enter, Save & Exit. Assign PDP to Transaction Type

IMG CRM Transaction Basic Setting Define Transaction Type 7.5. Double Click On Telesales In The Field Partner Determination Pro. Select Your Pdp Enter And Save &Exit. Maintain BP Relationship

Business Partner T.Code Bp Open Sold To Party General Data Click On Relationship Button In The Field Reference Category Select Has The Ship To Party In The Field Relationship To Bp Provide Ship To Party Id Press Enter Then Continue 7.6. Save and Exit. Testing:-

Crmd_Order Click On Business Transaction Then Click On Create Double Click On Telesales , In The Field Sold To Party Give Sold To Party Id Press Enter Then Continue Click On Partner Tab

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8. Web Clint UI 8.1. Step 1:-Define PFCG Role Step 2:-Define Navigation Bar Profile Step 3:-Define Business Role and Assign Navigation Bar Profile and PFCG Role Step 4:-Assign Business Role to a Position of Your Organization Structure Define PFCG Role

T.Code - PFCG In The Field Role Press F4 Select SAP_CRM_UIU_MKT_PROFESSIONAL Click on Copy Role Icon, In the Field To Role Change The Id (Save The Id For Next Steps) 8.2. Click On Copy All Then Exit Define Navigation Bar Profile

IMG CRM Ui Framework Technical Role Definition Define Navigation Bar Profile 8.3. Select MKT-PRO, Click on Copy As Icon Change Id and Description Enter Copy All Continue Two Times the Error Click on Skip Icon Then Continue and Save & Exit Define Business Role and Assign Navigation Bar Profile and PFCG Role

IMG CRM UI Framework Business Role Define Business Role Select MARKETINGPRO, Click on Copy as Icon Change Id and Description In The Field Navigation Bar Profile Press F4 and Select Your Navigation Bar Profile In The Field PFCG Role Type Select Your PFCG Role

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 8.4.

Enter and Continue Save & Exit. Assign Business Role to a Position of Your Organization Structure

T,Code - - PPOCW Then Continue Give Id And Description Create A Position Assign User To The Position Right Click On The Position Then Click On Assign Double Click A User (Sapuser) Continue , Select The User Name Then Continue Then Save Double Click On Position , Click On Go To (Menu Bar) Detail Object And Go To Enchange Object Description Under Info Type Name Select Business Role Click On Create Icon In The Field Business Role Press F4 8.5. Select Your Business Role Then Select Enter And Save & Exit. Testing:In The Easy Assess Screen Right Click On The Folder Favorite Click On Add Other Objects Double Click On BSP Application In The Field BSP Application Type - CRM_UI_FRAME Description ( Exp- Ankush Ui)

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 8.6.

In The Field Start Page Type - Default.Htm Continue Perform Customizing Steps to Organization Structure( Web UI) Step 1:-Define Logical Link Step 2:-Define Work Center Group Step 3:-Assign Links Step 4:-Define Work Center Step 5:-Assign Groups Step 6:-Define Profile Step 7:-Assign Work Center Step 8:-Mark Visual And In Menu Of Your Logical Link

Path For Step 1 To 7:IMG CRM UI Framework Technical Role Definition Define Navigation Bar Profile CRMC_UI_NBLINKS 8.6.1. Define Logical Link Double Click On Folder Define Logical Links Select Md-Org-Cr, Click On Copy As Icon Change Id, Title And Description Enter And Save

8.6.2. Define Work Center Group Double Click On Folder Define Work Center Link Group Click On New Entry Change Group Type Create

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Give Id, Title And Description Enter And Save

8.6.3. Assign Links Double Click On Folder Assign Links Click On New Entry In The Field Log Link Id Press F4 And Select Your Logical Link Id Give A Position 1 Enter And Save

8.6.4. Define Work Center Double Click On Folder Define Work Center Click On New Entry Give Id Then In The Field Logical Link Id Press F4 Select Your Logical Link Id Give Title And Description Enter And Save

8.6.5. Assign Groups Double Click On Folder Assign Groups Click On New Entry In The Field Group Id Press F4 Select Your Group Id Give A Position 1 Enter And Save

8.6.6. Define Profile Double Click On Folder Define Profile Select Your Navigation Bar Profile

8.6.7. Assign Work Center Double Click On Folder Assign Work Center

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Click On New Entry In The Field Work Center Id Press F4 And Select Your Work Center Id Give Position 1 Enter And Save & Exit

8.6.8. Mark Visual and In Menu Of Your Logical Link IMG CRM Ui Framework Business Role Define Business Role Select Your Business Role Double Click On Folder Adjust Work Center Group Links Select The Check Box Visual And In Menu Of Your Logical Link Save And Exit

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9. Marketing
Marketing Plan

Marketing Plan Element

Campaign (An Operational Unit with Cost Plan and Goal)

Campaign Element

. 9.1. Create Marketing Plan:In The Web UI Click on Marketing Work Center Under Create, Click On Marketing Plan Give Id and Description In The Field Type Select Maintain Plan Start and Plan End Date Then save Click On Show Hierarchy Button Click On New

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Give Id and Description Click On Create, In The Field Type In Any Thing Maintain Plan Start and Plan End Then Save

Step 1:-Define Objectives Step 2:-Define Tactics Step 3:-Define Type / Objectives / Tactics

9.2.

Define Objectives

IMG CRM Marketing Marketing Planning Campaign Management Basic Data Define Objective Give Id and Description

9.3.

Define Tactics

IMG CRM Marketing Marketing Planning Campaign Management Basic Data Define Tactics Click On New Entry Give Id and Description Enter and Save & Exit

9.4.

Define Type / Objectives / Tactics

IMG CRM Marketing Marketing Planning Campaign Management Basic Data Define Types/Objectives/Tactics Click On New Entry

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Give Id And Description Then Select Category Campaign Double Click On Folder Types/Objectives Click On New Entry Press F4 And Select Your Objective Then Press Enter, Then Select Your Objective, Then Double Click On Folder Types/Objective/Tactics

9.5.

Click On New Entry Press F4 and Select Your Tactics, Enter And Save & Exit. Segmentation

There Are Four Types Of Data Sources For Segment Builder. 1) Attribute Set 2) Infoset 3) BI Infocube 4) ELM (External List Management)

Step 1:-Maintain Attributes Step 2:-Maintain Attribute Set Step 3:-Assign Attribute Values To BP Step 4:-Define Data Source Step 5:-Maintain Attribute List Step 6:-Segment Builder

9.5.1. Maintain Attributes T-Code - CRMD_PROF_CHAR Click On Create Attribute Button

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Give Id And Description Format Select Characters. Then Select Number of Characters 20 Then Select the Check Box Multi Value Give attribute values and description Atr.Value Age 20 Yer 30 Yer Age 31 Yer 40 Yer Age 41 Yer 50 Yer Description Age 20 Yer- 30 Yer Age 31 Yer 40 Yer Age 41 Yer 50 Yer

Enter And Save Same Steps For Salary Atr.Value Salary 20 K 30 K Salary 31 K 40 K Salary 41 K 50 K Description Salary 20 K- 30 K Salary 31 K 40 K Salary 41 K 50 K

Enter And Save & Exit

9.5.2. Maintain Attribute Set T-Code- CRMD_PROF_TEMPL Click On Create Attribute Set Button

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Give Id and Description In The Field Attribute Press F4 and Select Your Attribute Enter and Save & Exit

9.5.3. Assign Attribute Values To BP T-CODE- CRMD_PROF_BP Click On Assignment Button in The Field BP Give Id And Field Attribute Set Press F4 And Select Your Attribute Set Click on Ending Attribute Then Select The Values Then Enter, Save & Exit

9.5.4. Define Data Source T-CODE - CRMD_MKTDS Click On Create Data Source Button In The Field Origin Type Select Attribute Set Then Field Attribute Set Press F4 and Select Your Attribute Set Enter and Save & Exit

9.5.5. Maintain Attribute List T-CODE- CRMD_MKTDS Click On Create Attribute List Button Give Description User Id Select Campaign Press Enter Click On Assign Data Source Button Select Your Attribute Set And Continue

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Then Expend Your Attribute Set Non Select The Check Box Of Your First Attribute Click On Create Filter Icon Select All Value And Continue Select The Second Attribute Click On Create Filter Icon Select All Value And Continue Then Save & Exit

9.5.6. Segment Builder 9.6. In The UI Open Your Campaign In The Segment Assignment Block Click On New Button In The Field Profile Set Give A Name Then Save Click On Graphical Modular Button In The Field Attribute List Select Your Attribute List Dray And Drump The Attribute Value To The Staging Area Right Click On Your Target Group Than Build Target Group Then In Dialog Save And Back Mail Form In The UI Click On Marketing Work Center Under Create Click On Mail Form Give Id And Description Subject New Product Range Click On New Text Element Button

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 9.7.

Give Id And Description Hello (Msg) Click On Attribute Button Select (Person First Name) Select (Person Last Name) Save Click On Test Save & Preview Button Give Email Id And Select Bp Click On Preview Button Assign Mail Form to Your Campaign Open Your Campaign Click On Edit Button In The Field Communication Medium (Select Email ), Select Sender, Select Form For Email Insert

9.8.

Save Campaign Execution Open The Marketing Plan Under Which The Campaign Was Created Click On Edit Button Select The Status ( Released) Then Save Then Open Your Campaign, Click On Edit Button Select The Status (Released) Then Save Click On Start Button Select Start Immediately

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Then Click On Start

T-CODE - SOST

10. ELM (External List Management) Note :- The File Need To Save As .CSS (Comma Delimited) Or .Txt (Tab Delimited) Format Step 1:-Maintain Mapping Format Step 2:-Maintain External List 10.1. Maintain Mapping Format In The UI Click On Marketing Work Center Then Under Create Click On Mapping Format Give Id And Description Click On Select A File Button Click On Upload Then In The Field Delimiter Type Select Comma Click On Refresh Button In The Field Filter For Criterion Select Person Select The First Name Left Hand Side Select The First Name Right Hand Side Click On Map Same Way For Last Name Also Click On Back Save

10.2. Maintain External List Click On Marketing Work Center Under Create Click On External List

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Give Id And Description Give Origin And Type Click On Select Clint File Select Delimiter Type (Comma) Select The Check Box Read File, Map Data, Maintain Bp, Maintain Target Group Then Give Id Of Target Group And Segmentation Module Id Click Start Immediately Select Mapping Format Then Click On Start

11. Survey Step 1:-Create Survey Step 2:-Define Determination For Questionnaires Step 3:-Define Lead Qualification Level Step 4:-Assign Qualification Level To Questionnaires

11.1. Create Survey In The UI Click On Marketing Work Center Then Under Create Click On Survey Give Id Then Field Application (Lead) Give Description In The Survey Prework Assignment Block Click On Edit Enter A Title Select Question Maintain Question And Attributes Click On Question Button Then Type The Question ( Exp- What Is Your Marital Status ? )

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Give Rating Factor 30 Click On Answer Button In The Field Answer Cate- Select (Radio Button ) Click On Answer Option Button Then Type Your Answer (Unmarried) Give Rating 20 Click On Back Click On Activate Icon

11.2. Define Determination for Questionnaires IMG CRM Transaction Setting For Leads Questionnaires For Leads Define Determination For Questionnaires Click On New Entry Give Id And Description Maintain Validity Date From :- 28.07.11 To :- 08.09.11 In The Field Transaction Type Press F4 And Select Your Lead Transaction Type In The Field Questionnaires Id Press F4 And Select Your Survey , Select The Check Box Active Enter And Save & Exit

11.3. Define Lead Qualification Level IMG CRM Transaction Setting For Leads Define Lead Qualification Level Click New Entry A1 Very Hot Very Hot

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A2 A3

Very Warm Very Cold

Very Warm Very Cold

Save And Exit

11.4. Assign Qualification Level To Questionnaires IMG CRM Transaction Setting For Leads Questionnaires For Leads Assign Qualification The Questionnaires Click On New Entry In Questionnaires Press F4 Then Select Your Survey, Enter Double Click On Folder Qualification Level Then Click On New Entry Very Hot 80 Very Warm 60 Very Cold 40 Select Your Qualification Level Give Minimum Percentage Enter And Save & Exit

11.5. Testing: In UI Click on MKT Work Center Under Create Click on Lead Then Select Your Lead

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12. Define Sales Cycle and Sales Stages Step 1:-Define Sales Cycle Step 2:-Define Sales Stage Step 3:-Assign Sales Stages to Sales Cycle Step 4:-Assign Sales Cycle to Your Opportunity Sales Cycle

12.1. Define Sales Cycle IMG CRM Transaction Setting For Opportunity Define Sales Cycle And Sales Stages Define Sales Cycle Click On New Entry Give Id And Description ( Exp. Home Loan) Enter And Save & Exit

12.2. Define Sales Stage IMG CRM Transaction Setting For Opportunity Define Sales Cycle And Sales Stages Define Sales Stages A1 A2 A3 A4 Enter And Save & Exit Click On New Entry Give Id And Description (Doc. Collection) Doc. Collection Verification Discussion Disbursement Doc. Collection Verification Discussion Disbursement

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12.3. Assign Sales Stages to Sales Cycle IMG CRM Transaction Setting For Opportunity Define Sales Cycle And Sales Stages Assign Sales Stages To Sales Cycle Click On New Entry In The Field Sales Cycle Press F4 And Select Your Sales Cycle In The Field Sales Stages Press F4 And Select Your Sales Stages Enter And Save & Exit

12.4. Assign Sales Cycle to Your Opportunity Sales Cycle IMG CRM Transaction Basic Settings Define Transaction Type Select your Opportunity Transaction Type Double Click on Folder Assignment Of Business Tran. Categories Select Opportunity Double Click on Folder Customizing Header In The Field Sales Cycle Select Your Sales Cycle Enter and Save & Exit

12.5. Testing Go To Opportunity Select Your Opportunity

13. Service Contract Product Step 1:-Maintain Availability and Response Times Step 2:-Maintain Hierarchy and Categories Step 3:-Create or Maintain Product 13.1. Maintain Availability and Response Times T-CODE - CRMD_SERV_SLA Click On Change Display Icon

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Click On New Entry Give Id And Description Click On Availability Time Icon Select All Days Maintain Time From 00:00 To 23:59 Time Zone : Utc 05:30 Click On Copy Button Select Your Service Profile Double Click On Folder Response Profile Then Click On New Entry Give Id And Description Then Select The Check Box Priority Double Click On Folder Indicators For Response Time Click On New Entry In The Field Priority Press F4 And Select The Priority Induasly Press Enter And Select The First Priority Now Double Click On Folder Response Time Click On New Entry In The Field Name Of Duration Press F4 Select Cic_Tmdeal (Processing Time) Give Duration Value And Time Unit Then In The Field Name Of Duration Field Dlv Time Then Give Duration Value And Time Unit. Same Way Maintain Processing Time And Delivery Time For Other Proirities

Save And Exit

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13.2. Maintain Hierarchy and Categories T-CODE - COMM_HIERARCHY Click On Start Click On R3prodstyp Click On Change Display Icon Then Continue Expend The Category Right Click On Ser_Service Then Click On Creat New Category Give Id Ser_ Description (Exp. Ankush Service Category) Then Continue Click On Set Type Tab Click On Add Set Type Icon Add The Below Sat Types Set Type Description Ink Posting View Id View Desp. 10 20 30 40 10 Basic Basic Basic Basic Service General General General General General

Comm_Pr_Lgtext Comm_Pr_Shtext Comm_Pr_Unit Serviceplan Comm_Pr_Srv

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Crmm-Pr_Srvdur Crmm_Pr_Srvent Save And Exit

20 30

Service Service

General General

13.3. Create or Maintain Product T-CODE - COMMPR01 Click On Create Service Button Then Field For Category Press F4 And Select Your Category Then Click On Continue Button Give Id And Description In The Field Base Unit Of Measure Select (Hours) Click On Service Tab In The Field Duration Of Work Give 1 Hours Then In The Field Service Profile Press F4 And Select Your Service Profile Then In The Field Response Profile Press F4 And Select Your Response Profile Click On Condition Tab In The Field Cctc Press F4 And Select Opsv Select The First Organization Unit Then Continue Then Field Sales Org. Press F4 and Select Your Sales Org. Then Give Amount And Currency.

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