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SAP Customer Relationship Management (CRM) Software that supports businesses to manage and analyze end-to-end customer interactions. It improvises the business activities by handling their invoicing, billing, delivery, and decision making with accounts receivables and many.
Activity Journal helps businesses in recording and updating the data by customer visiting or by telephone call.
Go ---> Select SPRO ---> Select CRM ---> Choose Transactions --> Choose Basic Settings --> Define Product Category.
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SAP CRM Consultant, Configures the ERP by analyzing the business requirements.
Yes, by using the transaction code 00ATTRICUST, we can change. Also, this is the core SAP Configuration Section, through which we can recover any deleted items.
In the ADR6 table and field SMTP_ADDR, we can store e-mail addresses for business partners.
The business partner role classifies the business partner according to business function. The roles that are assigned to a business partner mirror the partner’s functions and the business transactions in which they may be involved. You can create more than one business partner role for a business partner. General information such as name, address, and bank details, only has to be entered once. All applications or industry business solutions using the SAP Business Partner function provide special business partner roles. The classification that should be assigned to a business partner (for data transfer) is determined from the business partner’s role. This assignment is not visible in the UI and occurs implicitly. This classification is decided in the data exchange between SAP CRM and SAP ECC. This then determines which form the data is created in SAP ECC after it is transferred from SAP CRM.
There are only three types of BP Categories possible, Individual, Group, or Corporate. A business partner may be a person, a group of people. or an organization with a certain business interest. The classification of a business partner as a natural person(for example, a private person), group, or organization (I legal person or part of a legal person. for example, department) is called the business partner category. A group specifics a shared living arrangement, a married couple. or an executive board. When a group is created, the corresponding partner group type must be entered. The organization represents units such as a company, a department of a company, a club, or an association. In addition to a legal person, parts of a legal person can be mapped as a business partner. Organization e is an umbrella term for mapping every kind of situation in day-to-day business activities. Therefore, a branch or purchasing department, for example, represents just parts of a legal person. The business partner category must be defined when creating a new business partner and it cannot be changed later on.
Life cycle stages allow you to retain the different stages of a business partner during the life cycle. Each stage represents the specific view at a certain point in time. For example, a business partner may be a prospect before becoming a customer. A life cycle stage is closely related to a role. A business partner may have several roles at the same time, but a life cycle stage is s the status that the business partner has at a specific point in time. An account may be assigned several business partner roles, but just one life cycle e stage. The account life cycle is delivered as a hidden function and must be activated in the UI configuration tool
The setting. till the account life cycle is in Customizing: SAP Implementation Guide Cross-Application Components- SAP Business Partner- Business Partner- Basic Settings- Business Partner Roles-Define BP Role Exclusion Groups. You can define views for each life cycle stage. This means that you can specify which fields are displayed in the header of each phase and which type of fields are involved (editable, read-only, or required entry fields). These settings are made in Customizing for Customer Relationship Management under Master Data-Business PartnerAccounts and Contacts-Business A&-lns. Use the BAd!: Configuration on of Views activity to make field modifications. Use the BAdl: Configuration on of Assignments activity to add and remove assignment blocks. Use the BAd!: Setting of Attribute Defaults activity to assign & Wit values to fields at account header-level.
SAP CRM 7.0 introduces the account life cycle functionality for the account application in the CRM WebClient 1.11. It consists of the single field “Life Cycle Stage”.
The life cycle stage of an account is maintained within the account details and is available for all account categories (corporate, individual, and groups), but is not available for contacts and employees.
The “Life Cycle Stage” field is hidden in the CRM standard delivery.
Besides providing the information indicating the current stage of an account, the assignment of a life cycle stage also provides additional functions:
A life cycle stage is technically a business partner role. The value range of all stages that can be maintained as a life cycle stage is a subrange of business partner roles, which have to be defined as parts of the life cycle. The term “life cycle” is 111 specific, which means that there is no configuration in which stages and business partner roles are grouped to form a life cycle.
To define the assignments of stages and business partner roles to a life cycle, the existing functionality provided by role exclusion groups is reused.
A role exclusion group contains a range of roles (when used for the account life cycle, these roles correspond to stages) that are mutually exclusive.
This means that only one business partner role in an exclusion group can be assigned to a business partner at any one time. To be able to assign another role from the exclusion group, the existing assignment has to be deleted first. This ensures that the assignment of roles from a role exclusion group to a business partner is unambiguous. The assignment of a role that is part of an exclusive group is therefore the same as assigning a unique status.
The assignment of a role that is part of an exclusion group cannot be changed. Since this does not meet business requirements in many scenarios, where a sequence of statuses is required, transitions can be defined for roles within an exclusion group.
These enable a defined sequence of statuses to follow once a certain status has been established (by the assignment of a role from an exclusion group). This can be summarized as follows:
The functionality provided by mutually exclusive roles and role exclusion groups replaces the user status functionality available in the SAP GUI business partner maintenance.
Business partner roles that are part of a role exclusion group cannot be maintained as normal roles in the “Roles” assignment block. If a role is assigned to a role exclusion group, it is not available on the CRM WebClient UI, but could be visible once the “Life Cycle Stage” field is displayed in the account application.
No role exclusion groups are delivered in the standard system. If you are using the account life cycle and have set up a number of role exclusion groups in customizing, only the roles/stages of the first role exclusion group found in customizing are provided for the account life cycle in the standard system. You can control the exclusion group used for the account life cycle by implementing a BAdI and setting the default life cycle stage for when an account is created. See the following sections for information about the steps required and prerequisites.
Business Partner data is used in many business transactions. The system proposes business partner master data in the appropriate fields when, for example, you create a sales order in SAP CRM. Internet self-registration: Consumers can use this function in the CRM Web Channel to register themselves. A business partner is created automatically in the SAP CRM system. CRM mobile client: A sales representative can use the field application function to create or change business partner data (such as the contact). The data is transferred when the sales representative synchronizes the local data on their laptop with the SAP CRM system.
SAP CRM Interaction Center: An agent can use the Interaction Center Web Client to create or change account information. Processing business partners in SAP CRM: Users can create or change business partners directly in the SAP CRM system. SAP Net Weaver Ell (leads): This allows you to import lists into SAP Net Weaver BI which you can then transfer to the CRM system using the Segment Builder. External list management: When this scenario is used, addresses obtained from address providers must be deleted from the system when a certain number of contacts is reached or when no positive reaction is elicited from the business partner after a certain period of time.
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