Master data base customization
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Master data base customization
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India SAP CoE Slide 1
CR1001 Base Customizing Master Datandash V10
India SAP CoE Slide 2
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 3
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 4
What is CRMWhat is CRM
bullCompany wide business strategy designed to reduce costs and increase profitability by increasing customer loyalty
bullCRM brings together information from all data sources within the organization
bullDevelop stronger relationship with customer
bullCustomer relationships are the heart of the business success
India SAP CoE Slide 5
Key Benefits of CRMKey Benefits of CRM
Shared or Distributed Data
Cost Reduction
Better Customer Service
Increased Customer Satisfaction
India SAP CoE Slide 6
Functionality of CRMFunctionality of CRM
Marketing
Sales
Service
Analytics
India SAP CoE Slide 7
Base Customizing Master DataBase Customizing Master Data
bull Business PartnerBusiness Partner
bull Organization ManagementOrganization Management
bull Partner Processing Partner Processing
bull Product MasterProduct Master
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 2
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 3
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 4
What is CRMWhat is CRM
bullCompany wide business strategy designed to reduce costs and increase profitability by increasing customer loyalty
bullCRM brings together information from all data sources within the organization
bullDevelop stronger relationship with customer
bullCustomer relationships are the heart of the business success
India SAP CoE Slide 5
Key Benefits of CRMKey Benefits of CRM
Shared or Distributed Data
Cost Reduction
Better Customer Service
Increased Customer Satisfaction
India SAP CoE Slide 6
Functionality of CRMFunctionality of CRM
Marketing
Sales
Service
Analytics
India SAP CoE Slide 7
Base Customizing Master DataBase Customizing Master Data
bull Business PartnerBusiness Partner
bull Organization ManagementOrganization Management
bull Partner Processing Partner Processing
bull Product MasterProduct Master
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 3
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 4
What is CRMWhat is CRM
bullCompany wide business strategy designed to reduce costs and increase profitability by increasing customer loyalty
bullCRM brings together information from all data sources within the organization
bullDevelop stronger relationship with customer
bullCustomer relationships are the heart of the business success
India SAP CoE Slide 5
Key Benefits of CRMKey Benefits of CRM
Shared or Distributed Data
Cost Reduction
Better Customer Service
Increased Customer Satisfaction
India SAP CoE Slide 6
Functionality of CRMFunctionality of CRM
Marketing
Sales
Service
Analytics
India SAP CoE Slide 7
Base Customizing Master DataBase Customizing Master Data
bull Business PartnerBusiness Partner
bull Organization ManagementOrganization Management
bull Partner Processing Partner Processing
bull Product MasterProduct Master
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 4
What is CRMWhat is CRM
bullCompany wide business strategy designed to reduce costs and increase profitability by increasing customer loyalty
bullCRM brings together information from all data sources within the organization
bullDevelop stronger relationship with customer
bullCustomer relationships are the heart of the business success
India SAP CoE Slide 5
Key Benefits of CRMKey Benefits of CRM
Shared or Distributed Data
Cost Reduction
Better Customer Service
Increased Customer Satisfaction
India SAP CoE Slide 6
Functionality of CRMFunctionality of CRM
Marketing
Sales
Service
Analytics
India SAP CoE Slide 7
Base Customizing Master DataBase Customizing Master Data
bull Business PartnerBusiness Partner
bull Organization ManagementOrganization Management
bull Partner Processing Partner Processing
bull Product MasterProduct Master
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 5
Key Benefits of CRMKey Benefits of CRM
Shared or Distributed Data
Cost Reduction
Better Customer Service
Increased Customer Satisfaction
India SAP CoE Slide 6
Functionality of CRMFunctionality of CRM
Marketing
Sales
Service
Analytics
India SAP CoE Slide 7
Base Customizing Master DataBase Customizing Master Data
bull Business PartnerBusiness Partner
bull Organization ManagementOrganization Management
bull Partner Processing Partner Processing
bull Product MasterProduct Master
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 6
Functionality of CRMFunctionality of CRM
Marketing
Sales
Service
Analytics
India SAP CoE Slide 7
Base Customizing Master DataBase Customizing Master Data
bull Business PartnerBusiness Partner
bull Organization ManagementOrganization Management
bull Partner Processing Partner Processing
bull Product MasterProduct Master
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 7
Base Customizing Master DataBase Customizing Master Data
bull Business PartnerBusiness Partner
bull Organization ManagementOrganization Management
bull Partner Processing Partner Processing
bull Product MasterProduct Master
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 8
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 9
Business PartnerBusiness Partnerbull Business Partners are at the center of business transactions and
thus the center of business interestbull All relevant information on a Business Partner must therefore be
available quickly in consolidated form This means that a central view of a business partner over all areas is imperative
bull A business partner exists only once regardless of the business transaction in which they participate
bull For example if a company is both a customer and a vendor it is still one and the same business partner
bull However a business partner can come into contact with a company in several situations Depending on the specific business processes in which a business partner participates the information required on the business partner may vary considerably
bull A business partner is in contact with other business partners These relationships can be very different in nature (for example a marriage contact person company relationships)
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 10
Business PartnerBusiness Partner
BP Master Datain SAP CRM
SAP BW(Leads)
Download fromSAP R3
People-Centric CRM
InternetSelf-Registration
Initial load from legacy system
External List Management(Marketing)
BP Maintenancein CRM Enterprise
CRM Interaction Center
CRM Field Applications
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 11
Examples of Business PartnersExamples of Business Partners
BP Master Datain SAP CRM
Patient
Loanrecipient
Tenant
Customer
Debtor
Employee
Creditor
Vendor
Organizational Unit
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 12
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 13
Organizational ManagementOrganizational Managementbull The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales Service and Business-to-Business Procurement)
bull You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units
bull The following application areas in CRM use organizational managementbull Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document (sales area from R3)
bull Partner processing - Partner determination (Partner function Employee responsible)
bull Payment card processing - Automatic determination of the organizational unit responsible for clearing
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 14
Advantages of Org ModelAdvantages of Org Model
Flexible The organizational units are not already specified
Time dependent This enables you to plan organizationalchanges in the future
Adaptable and extendable
One structure for SaleService amp Marketing
Organizational units can take the role of a business partner
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 15
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 16
Partner ProcessingPartner ProcessingWhich partners
must be involved in
a business transactionWhich external Partners are involved
Which internalpartners for Eg
Responsible Employee
are involved
Are individual
partners
found
automatically
Where does the system
look for partners
Business
Transaction
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 17
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 18
PRODUCT MASTERPRODUCT MASTER
Products are goods which are the object of a companys business activities
Products can be tangible such as a PC or intangible such as services like PC maintenance
The product master provides you with all information on the products that your company purchases and sells
Product information is used in marketing sales and service processes
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 19
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 20
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 21
Business Partner CategoryBusiness Partner Category
Person
Organization
Group
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 22
Business Partner GroupingBusiness Partner Grouping
Business Partner
Business PartnerCategory
Grouping
Grouping
Number rangesFreely definable criteriaStandard grouping
bullA business partner must be assigned to a groupbullThe grouping controls the number rangebullInternal and external number assignment is possiblebullThe grouping is defined in CustomizingbullYou can make settings for standard groupings
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 23
Business Partner RolesBusiness Partner Roles
A Role Offers a particular view of the BP Master
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 24
Data SetsData Sets Each Role Offers a different view of the BP Master
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 25
Business Partner ClassificationBusiness Partner ClassificationmySAP CRM SAP R3
Classification
Customer
SP
SH
BP
PY
Account Group
0001
BP Role Partner Role
SP
SH
BP
PY
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 26
RelationshipsRelationships
MTR Inc
Business PartnerNo 0007
1 May 2007 ndash 31 March 2009Is shareholder of
80
MacDonald Inc
Business PartnerNo 420
bull Used for describing relationships between business partnersbull Attributes describe relationshipsbull Some relationships are time-dependent
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 27
Number Range Distribution Between CRM Number Range Distribution Between CRM and R3and R3
mySAP CRM SAP R3
External number range Internal number range
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 28
The Difference SAP R3 amp CRMThe Difference SAP R3 amp CRMmySAP CRM SAP R3
The account group of the customer master defines the followingbullThe number rangebullProcesses a customer can beused for (partner functions)bullField attributes
bullGrouping Determines the number rangebullRoles Provides different views of BP data dependent on different ProcessesbullField Grouping determines the field attributesbullClassification is mapped to SAP R3 account group
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 29
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 30
Organizational ObjectsOrganizational Objects
Organizational objects are used for the design of organizationalmanagement when creating an organizational model
Organizational unit Functional unit of a company
Position Functional task distribution of individual items and their reportstructure in the Organizational plan
Salesorganization
Sales office
Position
Position
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 31
FunctionsFunctions
Functions are possible applications in which the organizationalunit is valid
With the function you can control which attributes are available and which properties the attributes have
You can use one organizational structure for different applications
Sales Service Marketing
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 32
AttributesAttributesOrganizational Attributes
They are used to define thetype of an organizational unit
One or more organizationalattributes can be assigned toan organizational unitFor examplebullSales OrganizationbullSales OfficebullSales GroupbullService Organization
General Attributes
They are used to define theresponsibilities of anorganizational unitSeveral general attributes canbe assigned to anorganizational unitFor examplebullCountrybullDivisionbullDistribution ChannelbullPostal Code
You always maintain these attributes specifically for a function
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 33
Determining the responsible Determining the responsible organizational unitorganizational unit
Manually
Automatically via Responsibility
Automatically via Org Model
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 34
Organizational Data DeterminationOrganizational Data Determination
Transaction Type
Organizational Data Profile
Determination Rules
Rule type ResponsibilitiesDetermination according to theattributes of the organizationalunitsOrganizational plan must bedefined attributes must bemaintained
Rule type Org attributesResponsibilities can beassigned directly
Only organizational units arenecessary no attributes noorganizational plan necessary
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 35
Organizational Data ProfileOrganizational Data Profile
Copy it or create a new profile using New entries
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 36
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 37
Automatic Partner DeterminationAutomatic Partner Determination
1Create transaction (for example order)
2Enter Sold to Party
3The partners involved are determined by thesystem For example ship-to party payer
4Partner determination time is dependent
on customizing settings
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 38
Customizing Partner Processing Customizing Partner Processing
TransactionsBusiness Partner
Partner Processing
PartnerFunctionCategory
PartnerFunction
PartnerDetermination
Procedure
AccessSequence
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 39
Partner Determination ProcedurePartner Determination Procedure
Partner Determination
Procedure Telesales
Partner FunctionsSold-to partyShip-to partyBill-to partyPayer
Mandatory partnerDetermine automaticallyor enter manually ndashpossibly several timesWhich search strategy shouldbe usedCan the address be changedDetermination time
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 40
Access SequencesAccess Sequences
Partner Determination
Procedure Telesales
Partner Functionsbull Sold-to party using access sequence0001bull Ship-to party using access sequence0002bull Contact person using access sequence0003bull Employee responsible using accesssequence 0004
Access 10 preceding documentAccess 20 business partnerAccess 30 current partnerAccess 40
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 41
Partner Processing Partner Processing Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding Document Organizational
DataBusiness Partner
Relationship
Current Partner
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 42
Mapping CRM Partner functions Mapping CRM Partner functions to R3 Partner Roles to R3 Partner Roles
Partner Functions Partner Roles
mySAP CRM SAP R3
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 43
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 44
PRODUCT TYPESPRODUCT TYPES1 Material 4Services
2Warranty 5Financing
3Intellectual Property
CRMProductMaster
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 45
MAINTAING PRODUCTSMAINTAING PRODUCTS
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 46
RelationshipsRelationships
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 47
Attributes amp Set TypesAttributes amp Set TypesHighest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 48
Hierarchies and Categories Hierarchies and Categories
R3PRODSTY Hierarchy (Customer)
High Tech
Computers Printers Monitors
Standard PC
Standard PC Standard PC LG Monitor
Ink Jet Laser Jet
Laser IT
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 49
Upload amp Download of CRM Product DataUpload amp Download of CRM Product Data
mySAP CRM
SAP R3 System
Source
Target
1048708 Direct upload from product maintenance (manual)1048708 Subsequent changes in mySAP CRM are updated
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 50
Download of CRM Product Data from SAP R3 Download of CRM Product Data from SAP R3 SystemSystem
mySAP CRM
SAP R3 System
Source
Target
1 Initial download (one time)2 Delta download (permanent)
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 51
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 52
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 53
Business Partner Business Partner
As depicted in the figureBasic Setting for Basic Settings such as BP Roles Number ranges etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 54
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner
Business Partner Business Partner
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 55
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 56
Organization ModelOrganization ModelIn CRM 50 you can define additional function of Marketing along with Sales and Service
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 57
Customizing settings for Org model such as Creating amp Changing Org Model Org Model Determination etc
Organization ModelOrganization Model
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 58
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 59
PartnerPartner ProcessingProcessing
1Which partners mustbe involved in thetransaction
2Are the partnersdeterminedautomatically orcompleted manually
3When are thepartnersdetermined
1
2
3CreateChangeSave
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 60
Customizing Partner ProcessingCustomizing Partner Processing1 Define partner functions2 Define access sequences3 Define partner determination procedures in which you specify an access sequence4 Assign the partner determination procedures to the required business transaction types and item categories
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 61
Base Customizing Master DataBase Customizing Master Data
Business Partner
Product Master
Partner Processing
Organization management
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 62
Structure of CRM Product Structure of CRM Product MasterMaster
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 63
Customizing in Product MasterCustomizing in Product Master
As depicted in the figure Basic Setting Templates etc can be carried out through Cross Application Components in IMG
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 64
Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Customizing in Product MasterCustomizing in Product Master
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 65
Enhancing the Product Enhancing the Product Master AttributesMaster Attributes
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 66
Enhancing the Product Enhancing the Product Master Set TypesMaster Set Types
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 67
Enhancing the Product Master Enhancing the Product Master Hierarchy Hierarchy
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 68
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 69
Business PartnerBusiness Partner
bull Create a Business Partner with Role Sold Create a Business Partner with Role Sold to Partyto PartyCreate a Business Partner with different Create a Business Partner with different Address UsagesAddress Usages
bull Create a Business Partner for Different Create a Business Partner for Different Sales AreaSales Area
bull Make feel mandatory in a BP roleMake feel mandatory in a BP rolebull Create a new number range and assign it Create a new number range and assign it
to a BP roleto a BP role
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 70
bull Outline an organizational structure using the organizational unit and position objects
bull Assign scenarios and attributes to an organizational unit
bull Create a determination rule and an organizational data profile which are used for automatic organizational data determination Assign the new profile to a Business Transaction
Organization ModelOrganization Model
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 71
Partner DeterminationPartner Determinationbull Define partner functionsDefine partner functions
bull Define access sequencesDefine access sequences
bull Define partner determination procedures Define partner determination procedures in which you specify an access sequencein which you specify an access sequence
bull Assign the partner determination Assign the partner determination procedures to the required business procedures to the required business transaction types and item categoriestransaction types and item categories
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 72
Product MasterProduct Masterbull Display the material master in both
CRM and SAP R3 and familiarize yourself with product maintenance
bull Enhance your product master in CRM by adding new categories set types and attributes
bull Include the product in your work list Display the relationships for your product
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 73
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
Base Customizing Master DataBase Customizing Master Data
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 74
Business PartnerBusiness Partnerbull SAP menu Master Data Business
Partners Maintain Business Partnerbull SAP Menu Master Data Business
Partners Administration Monitoring BP Data Exchange
bull SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 75
bull Transaction Code for Org model
1 Maintain ( Easy Access) PPOMA_CRM
2 Display ( Easy Access) PPOSA_CRM
3 Maintain (SPRO) PPOCA_CRM
bull SAP Menu rarr Master Data rarr Organizational Model rarr Maintain Org Model
Organization ModelOrganization Model
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 76
Partner ProcessingPartner Processing
bull Menu Path IMG rarr Customer Menu Path IMG rarr Customer Relationship Management rarr Basic Relationship Management rarr Basic Functions rarr Partner Processing rarr Functions rarr Partner Processing rarr Define Partner Determination ProcedureDefine Partner Determination Procedure
bull IMG rarr Customer Relationship IMG rarr Customer Relationship Management rarr Basic Functions rarr Management rarr Basic Functions rarr Partner Processing rarr Define Access Partner Processing rarr Define Access SequencesSequences
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
India SAP CoE Slide 77
Product MasterProduct Masterbull Transaction for Creating Product master Transaction for Creating Product master
COMMPR01 COMMPR01bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProducts Maintain Products Maintain Productsbull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master
Data Data ProductsProductsMaintain Set Types and Maintain Set Types and Attributes Attributes [COMM_ATTRSET][COMM_ATTRSET]
bull Menu Path Menu Path SAP Easy AccessSAP Easy Access Master Master Data Data ProductsProductsMaintain Categories Maintain Categories and Hierarchies and Hierarchies [COMM_HIERARCHY][COMM_HIERARCHY]
