Summary : what are the copy controls in Sap CRM ?
Copy Transaction or Follow up
transaction
Follow-up transaction:-
A follow-up transaction represents the next
business transaction in the current business process
·
For example, from a released Sales Contract, Sales Orders can be
created.
Lead --------------------------Ã opportunity
Opportunity----------------------Ã Quotation
Quotation -----------------------Ã Sales
Order
Or
Lead --------------------Ã
Quotation/Sales Order (directly based on client requirement)
Like this we can create (copy ) one business transaction type to another business transaction type by
using Follow up Transaction option.
·
Thus in this case, Sales Order is viewed as a follow-up document
for the Sales Contracts
·
In case, a follow up transaction is created from a business
transaction:
·
it is possible to configure the transaction type for the follow-up
transaction
·
header data is copied
·
you can select items
·
transaction history is updated
·
for this copy control setting should be maintained
·
this flow can be seen in the Transaction History assignment block
Transaction History assignment block of a business transaction
·
Following are the required settings in the copy control settings:
Ø Copy
control for transaction types
Ø Copy
control for item categories
Ø Settings
for target transaction type are maintained
Ø Determination
of the item category during the copy (optional)
Ø Implementation
of CRM_COPY_BADI (optional)
- In SAP CRM BAdI
definition CRM_COPY_BADI is provided for implementation to write your own
data transfer routines.
- You can access
the interlink-age between business transactions at header and item level
through the transaction history data.
- SAP CRM also
provides option Subsequent Referencing, where you can link an activity
while it is being created to an existing activity.
- This will make
the new transaction a follow up to the existing one.
Copy:-
By using this concept we can copy the Businesss Transaction type
to same Business Transaction type
For example ,
Lead ---------------------Ã Lead
Opportunity
-------------Ã Opportunity
Quotation ---------------Ã
Quotation
Sales Order ------------Ã Sales
Order
Eg:-a sales order can be copied to create another
sales order
Like this we can copy one transaction to same transaction type
.here we can’t copy one transaction type
to another transaction type.
In case, a business transaction is copied:
·
transaction type is same
·
header and item data is copied
·
transaction history is not updated
·
no relation to the source transaction is maintained
From an existing business transaction it is possible to create a copy or to create a follow up transaction.
Basic Functions in Business Transactions
·
Basic functions in Business Transactions:
·
Text Determination
·
Date Management
·
Status Management
·
Incompleteness Check
·
Partner Processing
·
Action Processing
·
Pricing
·
For each business transaction in SAP CRM it is possible to
maintain different notes.
·
As per the requirement, it is possible to combine a number of text
types in the text determination procedure.
·
Text determination procedures are used in the business
transactions for different relevant texts in the transaction.
·
CRM Web UI provides assignment blocks to
·
Create a new text with a particular text type.
·
Display the text in the business transaction
·
Modify the particular text
·
With date management it is possible to process the dates that are
relevant for the business transaction.
·
It consists of:
·
Date type
·
Date rule
·
Duration
·
Date Profile
·
This date management system also supports conversion of saved
dates to user time zones and considering the factory calendar in business
transaction.
·
Dates in a business transaction can be entered manually or can be
calculated by the system using the date rules.
·
Status management Allows maintaining user statuses in a status
profile for business transactions.
·
It consists of status profile which is assigned to a business
transaction.
·
If status profile is not assigned to business transactions
type/item categories, system statuses are displayed in the application.
·
Following can be defined in a status profile:
·
Activation sequence of user statuses
·
An initial status/start status
·
Set transaction status connected with user status
Activity Management
·
Activity management is an example of the business transactions in
the SAP CRM.
·
An activity represents an activity performed by an employee in the
organization
·
It also covers the scenario where there is an interaction of the employee
with a particular business partner involved in the business transaction
·
Activities can be linked as follow-up documents to various
business transactions like Sales Order, Service Order, etc., provided as part
of difference CRM modules like Sales, Marketing and Services
·
Technically -
·
Information about interaction with the business partner on a
particular date is contained by a Business
Activity
·
Information about activities that one or more employee has to
complete by a particular date is contained by a Task
·
SAP CRM provides different type of activities to cover different
channels of communication with the business partners involved in the business
transactions
Types of Activities:
· Similar to the other business transaction types, activities
contains data related to the processing of the involved business process for
example the interaction with a business partner involved in the business
transaction
Structure of activities:
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