CRM Configuration Document 11

SAP Implementation Project

Configuration Document

SAP CRM Rediff.com


INDEX

1 Master Data:-....................................................................................................................................... 31.1 ORGANISATION MODEL:-................................................................................................................... 31.2 BUSINESS PARTNERS:-..................................................................................................................... 4

2 BASE CUSTOMIZATION:-................................................................................................................... 52.1 TRANSACTIONS IN CRM (LEAD & OPPORTUNITY):-..............................................................................52.2 STATUS PROFILE:-........................................................................................................................... 72.3 PARTNER DETERMINATION PROCEDURE:-...........................................................................................82.4 ACTION PROFILE:-.......................................................................................................................... 10

3 WEB UI CONFIGURATION:-..............................................................................................................113.1 BUSINESS ROLES:-.........................................................................................................................113.2 TRANSACTION LAUNCHER: -............................................................................................................123.3 BI Reports: -................................................................................................................................ 12

Disclaimer: - All the Configuration Documented is per SAP CRM Production as on Date.


1 Master Data:-

1.1 Organisation Model:-

We have made the settings for organizational management and automatic determination of organizational data in the business transaction from CRM Organisation Model definition.

CRM Sales Org ECC Sales Org Sales Area Description50000672 1000 SLS AREAS Sales areas50000673 1000 SORG.1000 Sales Organization 100050000675 1000 SOFFBAN Sales Office BAN50000676 1000 SOFFCHE Sales Office CHE50000677 1000 SOFFDEL Sales Office DEL50000678 1000 SOFFHYD Sales Office HYD50000679 1000 SOFFMUM Sales Office MUM50000674 1000 SORG.2000 Sales Organization 200050000680 1000 SOFFNY Sales Office NY50000808 1000 SOFFNY. Sales Office New York50000768 1000 SORG.1510 Sales Organization 151050000769 1000 SORG.1520 Sales Organization 152050000770 1000 SORG.1530 Sales Organization 153050000766 1000 SLS AREAS Sales areas


1.2 Business Partners:-

1.2.1 Business Partner Role:-

In this activity we have define the business partner roles and their attributes.BP Role Title DescriptionISM000 Sales Customer Sales Customer (Role)ISM020 Media Customer Media CustomerBUP001 Contact Person Contact PersonBUP002 Prospect ProspectBUP003 Employee Employee

000000 Business Partner (Gen.)Business Partner (General)

1.2.2 Business Partner Grouping:-

The business partner role grouping allows you to group together several BP roles for selection in the dialog. A program can access specific business partner role groupings using the business partner role grouping category. We have defined the BP role groupings and BP role grouping categories in Customizing.

Grouping Short Name Description NR. ID Number RangeZADV Advertiser Media Advertiser Media (Internal) 5 0005000001 0005999999ZAGN Agency Media Agency Media (Internal) 6 0006000001 0006999999ZBAP BA-Partner BA Partner 3A 0003000111 0003999999ZCON CON Contact person 2 0002000001 0002599999ZCR3 CP R3 Contact person in R3 2A 0002600000 0002999999ZCRM General Customer General Customer 7A 0007000001 0007599999ZEVN E-Com Vendor E-Com Vendor 11 0001000000 0001749999ZMVN Mobile Vendor Mobile Vendor 12 0001750000 0001999999ZOTS OTS OTS Customer 9 0090000001 0099999999ZR3 Gen Cust ECC General Customer EC 7B 0007600000 0007699999

2.2 Business partner are created in SAP CRM and get replicated to ECC. The number ranges assignment for each business partner grouping is mentioned above. The Number range assignment is set to internal assignment in CRM and External in ECC.


2 Base Customization:-

2.1 Transactions in CRM (Lead & Opportunity):-

The concept of business transactions is based on the fact that there is only one user interface for processing all types of transaction documents. A business transaction can combine several business transaction categories, that is, sales transaction (sales order) can, for example, also contain business activity data and complaints items.

The Customizing settings for the transaction type specify processing of a business transaction, that is, the characteristics attributes and control attributes. A transaction type therefore controls processing of a specific business transaction.

One or several business transaction categories are assigned to a transaction type. The business transaction category specifies the business context in which a transaction type can be used.

Below are the Customization Parameters for Transactions in CRM with the Transaction Short Text & Transaction Type in Red. The Profiles and values describe the customization for each profile.

Details of Status, Partner Determination Procedure, and Action Profile are also given in the part following.

2.1.1 Ad Sales Lead

Ad Sales Lead ZLEDProfile ValuesText Det. Procedure ZLEAD002Partner Determination Procedure Z0000016Status Profile ZMOBLEADOrg Data Profile ZMOBILE_LDPartner Function ORG Person ResponsibleDate Profile ZLEADInternal No. Range 1

2.1.2 Ad Sales Opportunity

Ad-Sale Opportunity ZOPPProfile ValuesText Det. Procedure ZOPP0001Partner Determination Procedure Z0000005Status Profile ZADSLOPPOrg. Data Prof. ZMOBILE_LDPartner Function ORG Person ResponsibleDate Profile 0000000000001Internal No. Range 1


2.1.3 Subscription Lead

Subscription Lead ZSLDProfile ValuesText Det. Procedure ZLEAD002Partner Determination Procedure Z0000016Status Profile ZSUBLEADOrg Data Profile ZMOBILE_LDPartner Function ORG Activity PartnerAction Profile ZMAIL_LEADDate Profile ZLEADInternal No. Range 1

2.1.4 Subscription Opportunity

Subscription Opportunity ZSUPProfile ValuesText Det. Procedure ZOPP0001Partner Determination Procedure Z0000004Status Profile ZSUBOPPROrg Data Profile ZMOBILE_LDPartner Function ORG Person ResponsibleAction Profile ZNEW_MAILDate Profile 0000000000001Internal No. Range 1

2.1.5 Subscription BA LeadSubscription BA Lead ZBALProfile ValuesText Det. Procedure ZLEAD002Partner Determination Procedure Z0000016Status Profile ZSUBLEADOrg Data Profile ZMOBILE_LDPartner Function ORG Activity PartnerDate Profile ZLEADAction Profile ZMAIL_LEADInternal No. Range 1

2.1.6 Subscription BA OpportunitySubscription BA Opportunity ZSBAProfile ValuesText Det. Procedure zopp0001Partner Determination Procedure Z0000004Status Profile ZSUBOPPROrg Data Profile ZMOBILE_LDPartner Function ORG Person ResponsibleDate Profile 0000000000001Action Profile ZNEW_MAILInternal No. Range 1


2.2 Status Profile:-

In this activity, we have created status profiles for user statuses. In a status profile, you can perform the following activities:-

Define user statuses and document their function. A status profile can contain one or more user statuses.

Determine the sequence in which the user statuses are run. This sequence is determined by the status number. If you do not assign a status number to a user status, this status can always be set. Note, however, that only one user status with a status number can be active at any one time. When you assign a status number to a user number, you must also assign a highest and lowest status number. These numbers restrict the status number range from which the user status can be selected.

The Initial Status’s are marked as Red. These indicated the initial status for the status profile which are assigned to the corresponding Business Transaction

2.2.1 Status Profile Assigned to Ad Sales Lead.ZMOBLEAD Red: Mobile CRM Lead

Status No.Statu

s Short Text1 OPEN Created2 PROC Follow up In Process3 WIN Won4 LOST Lost

2.2.2 Status Profile Assigned to Ad Sales Opportunity. ZADSLOPP Rediff: Ad-Sale OpportunityStatus No. Status Short Text

1 CRET Created2 WINN Won3 LOST Lost4 DROP Dropped5 COLD Cold6 WARM Warm7 HOTT Hot

2.2.3 Status Profile assigned to Subscription Lead & Subscription BA Lead.ZSUBLEAD Red: Subscription CRM Lead

Status No.Statu

s Short Text1 OPEN Created2 PROC In process3 APRO Approval in Process4 REJE Rejected by Sales5 WINN Won6 LOST Suspended7 DROP Dead8 APPR Approved


2.2.4 Status Profile assigned to Subscription Opportunity & Subscription BA Opportunity.

ZSUBOPPR Red: Subscription OpportunityStatus No. Status Short Text

1 OPEN Created2 DROP Dropped3 WINN Won4 LOST Lost

2.3 Partner Determination Procedure:-

In this activity, we have defined partner determination procedures that the system uses to automatically enter partners in business transactions. The partner functions and access sequences defined are brought together here.

We have defined a new procedure, assigned it to a transaction category, an item object type, and enter required and mandatory partner functions. These are the partner functions the system looks for in transactions. We have maintained settings for each partner function, and list which functions are displayed in the transaction document header. When you have assigned this procedure to a transaction type and item category, the settings are valid for transactions of that type or for items of that category.

2.3.1 Partner Determination Procedure assigned to Ad Sales Leads & Subscription BA Leads

Partner Determination Procedure Z0000016

Red:Leads (Header)

Partner Function Changeable Min Max Access Sequence

Employee Responsible (CRM) YES 1 10003 Business Partner Relationships: Activity Partner -> User

Contact Person (CRM) YES 0 100002 Preceding Document -> BP Relationships by Sales Organization: Activity Partner->

Sales Prospect (CRM) YES 1 10001 Preceding Document: Activity Partner -> Preceding Document: Sold-To Party

Competitor (CRM) YES 0 10 Channel Partner (CRM) YES 0 1 Vendor (CRM) YES 0 1 User (CRM) YES 0 1 Key Account Manager (CRM) YES 0 1 Employee Resp. at Ch. Partner (CRM) YES 0 1


2.3.2 Partner Determination Procedure assigned to Ad Sales Opportunity


Ad Sales Opportunities

Partner Function Changeable Min Max Access SequenceEmployee Responsible (CRM) No 1 1 0008 Preceding Document -> User

Contact Person (CRM) Yes 0 5CH07 Preceding Document -> Business Partner Relationships: Prospect

Sales Prospect (CRM) No 1 10001 Preceding Document: Activity Partner -> Preceding Document: Sold-To Party

Competitor (CRM) Yes 0 10

2.3.3 Partner Determination procedure assigned to Subscription Opportunity & Subscription BA Opportunity.


Mobile Opportunitie

s Partner Function Changeable Min Max Access Sequence

Sales Representative (CRM) Yes 0 100006 Prec. Doc.: Activity Partner -> Prec. Doc. :SP -> BP Relationships: Activity Partner

Employee Responsible (CRM) Yes 1 1 0008 Preceding Document -> User

Contact Person (CRM) Yes 0 10CH07 Preceding Document -> Business Partner Relationships: Prospect

Sales Prospect (CRM) No 1 10001 Preceding Document: Activity Partner -> Preceding Document: Sold-To Party

Competitor (CRM) Yes 0 10


2.4 Action Profile:-

Actions in CRM use the Post Processing Framework (PPF). The Post Processing Framework is a Basis component which generates actions from the data for an application according to an action definition. The actions are processed at a specific time. The PPF provides the tools for planning, starting and monitoring the actions.

Action Definition ZNEW_MAILSchedule Condition - ZBA_ACTIVATEDProcessing when Document SavedCondition&CRM Opportunity.User Status& = E0007ZSUBPPRH Start Condition - ZBA_ACTIATEDProcessing when Document SavedCondition

&CRM Opportunity.Status profile& = ZSUBPPRH Methodztriger_event_bat

When a Lead or Opportunity is created in CRM, upon saving the document Action Profile ZNEW_MAIL is triggered which will send a mail to employee responsible notifying the employee that a lead or opportunity is created and Follow-up Activity need to be carried out to complete the Process Cycle. The method used is ztriger_event_bat.


3 Web UI Configuration:-

3.1 Business Roles:-

Business Roles are roles defined to a user to access the Web UI. The roles are authorization by assigning PFCG Role. The Business Roles are configured assigning Role Configuration Key, Navigation Bar Profile, Layout Profile, PFCG Roles.

The Navigation Bar Profile consists of all the links that the user uses for his daily activities

Business Role

Role Configuration Key

Navigation Bar Profile

Layout Profile PFCG Role

Ad Sales Marketing

ZAD_SL ZADSLMKT_PRO

CRM_UIU_MASTER ZADSL_CRM_UIU_MKT_PROFESSIONAL

E-Com Marketing

ZECOM_SL ZECOMMKT_PRO

CRM_UIU_MASTER ZECOM_CRM_UIU_MKT_PROFESSIONAL

Local Ads Marketing

ZLOCAL_ADS ZLOCAL_ADS_MKT_PRO

CRM_UIU_MASTER ZLOCL_CRM_UIU_MKT_PROFESSIONAL

Mobile Marketing

ZMOBILE ZMOBMKT-PRO

CRM_UIU_MASTER ZMOB_CRM_UIU_MKT_PROFESSIONAL

My Pages Marketing

ZMYPAGES ZPAGES_MKT_PRO

CRM_UIU_MASTER ZPAGE_CRM_UIU_MKT_PROFESSIONAL

Rediff NG Admin

ZSUBPM_SL ZNG_SUB CRM_UIU_MASTER ZRG_REPORT

Rediff NG ZSUBPM_SL ZNG_SUB CRM_UIU_MASTER Z_REDIFF_NGSearch Marketing

ZSEARCH ZSEARCH_MKT_PRO

CRM_UIU_MASTER ZSERH_CRM_UIU_MKT_PROFESSIONAL

Subscription Marketing

ZSUBPM_SL ZSUBPMKT_PRO

CRM_UIU_MASTER ZSUBP_CRM_UIU_MKT_PROFESSIONAL


3.2 Transaction Launcher: - Transaction Launcher enables to fetch an ECC T-Code to CRM Web UI. The list gives details of all the T-Code from ECC System which is called from CRM Web UI through Transaction Launcher.

T-Code System Launch Transaction ID Description

ZCRMT_MO_BP CRM ZCRMT_MO_BPOperator, Circle, Customer mapping

ZCRMT_MO_DEFS CRM ZCRMT_MO_DEFS Operator Master TableZPROPOSAL ECC ZPRINTPRO Print ProposalZPROFORMA ECC ZPRO_FORMA_INV Pro Forma InvoiceZVCUST CRM ZRD_NG1 Rediffmail NG V customerVA41 ECC ZVA41_TRANS Operator Contract - CreateVA42 ECC ZVA42_TRANS Operator Contract - ChangeVA43 ECC ZVA43_TRANS Operator Contract - DisplayJHA6 ECC ZZCOPYADSALE PROPOSAL/ORDER

JHA3N ECCZZMEDIA_ADSALE_DISPLAY PROPOSAL/ORDER AdSales Proposal/Order Display

JHA2N ECC ZZMEDIA_ADVERTINZING_ORDER_CHANGE AdSales Proposal/Order Change

JHA1N ECCZZMEDIA_ADVERTINZING_ORDER_OVERVIEW AdSales Proposal/Order Create

3.3 BI Reports: -

SAP Net Weaver BI Reports are displayed on SAP CRM Web UI. These reports are fetched from SAP BI Production system.

BI Report ID BI Object Key DescriptionZORDER_IN_HAND ZREV_CLIENTTEST5 Revenue ReportADSALE_CAMPAIGN_REPORT ZREV_I002_Q001 Order in Hands

Date post:	18-Jul-2016
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CRM Configuration Document 11

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