SAP CRM Sales Features in Quotation and Order Management

SAP CRM Gross sales particular Features in citation and order management helps you to do the sales business in a better and effective way to will surely help to make better profits.As of CRM 4.0, you can use both alternative product IDs and product substitution during the processing of a gross sales transaction. You may enter numerous keys and descriptions for products, and the system will find the required product. The system can even robotically change one product with another. On this method, specific gross sales promotions will be supported, for example, throughout certain seasons.

You'll give you the chance to enter the next product identifiers for alternative product IDs:
  1. Product ID from CRM system
  2. Product order number (PON)
  3. World trade merchandise number (GTIN)
  4. Partner product quantity
  5. Different various product IDs of your choice
Various IDs help you use an identification that conforms to trade standards.You determine per transaction kind in Customizing whether or not and which product dentifiers could be entered in the document.If the system finds multiple attainable merchandise, you can choose the one you want.The system can automatically exchange merchandise that you enter manually; for example, at Easter or Christmas, products with special packaging are sold. If a buyer buys these products at the applicable time, the required product is changed by the product with the special packaging. If the system finds a quantity of appropriate products, you can select the one you require. Product substitution is controlled by the product dedication procedure that you just assign to a transaction type.

You outline situation records for product substitution in SAP R/3. You additionally assign the corresponding substitution causes to the willpower materials in the R/3 system. Along with the willpower supplies, the substitution reasons additionally should be transferred to CRM. Product substitution can only take place on the premise of the circumstances outlined within the R/3 system.Depending on the substitution cause, the substitute product or the ordered product shall be displayed within the document.Product determination just isn't available to you in CRM Cellular Gross sales or in the Interplay Center Net Client.

Product willpower based mostly on product availability just isn't carried out. Because of this if a product is not out there, it is not going to be substituted with one that is available. If you want this to occur, use the rule-based availability examine in SAP APO.The profile for various identifiers is outlined in Customizing: Cross-Software Parts ® SAP Merchandise ® Various Product IDs ® Outline Profiles.

You set up product willpower or materials dedication in SAP R/3 and download this to SAP CRM (Customizing knowledge in addition to condition information).You'll be able to display the settings for product dedication and the substitution causes in the CRM system. Select Buyer Relationship Administration ® Fundamental Functions ® Product Substitution in the Implementation Guide.You assign the product dedication process and the profile for different ID varieties in Customizing for business transactions. Within the Implementation Guide, choose Customer Relationship Management ® Transaction ® Basic Settings ® Define Transaction Types.Various ID varieties are integrated within the locator in product upkeep, enabling you to search in protecting with your requirements. Different IDs are additionally included in the standard search help, which is utilized in many processes (information aspect COMT_PRODUCT_ID).

Different IDs are integrated within the gross sales transactions for creating and displaying quotations and sales orders, within the product catalog for outlining catalogs and displaying products in the catalog (Web store), in companion/product ranges within the locator and item list, and in product relationships in product maintenance.

To enter different product IDs:

  1. Application: Grasp Data ® Merchandise ® Maintain Set Types and Attributes.
  2. Application: Master Data ® Merchandise ® Maintain Set Sorts and Attributes.
  3. Software: Master Data ® Merchandise ® Keep Classes and Hierarchies.
  4. Customizing: Cross-Application Components ® SAP Products ® Various Product IDs ® Outline ID Types.
  5. Customizing: Cross-Application Elements ® SAP Product ® Alternative Product IDs ® Define Profiles.
  6. Customizing: Customer Relationship Management ® Transactions ® Basic Settings ® Define Transaction Types.
  7. Software: Grasp Information ® Products ® Keep Merchandise
Partner/product ranges describe a mixture of enterprise companions and merchandise that is valid for a particular time interval in predefined eventualities (for instance, Telesales, Web Gross sales), and with which merchandise are supplied for sale in particular areas. You can provide prospects the exact products and companies which can be related for them. For instance, customer 4711 can purchase products M201, M202,M205, and R120.Every partner/product range has a specific organizational frame, that is, the gross sales group in which the mix of products and enterprise partners is valid.

The system additionally specifies a scenario (Internet, Mobile, Telesales) wherein a selected mixture is valid.Associate/product ranges additionally will let you keep away from sure products being bought to sure clients (for instance, buyer 3815 is not allowed to buy product M208).Exclusion is controlled by the exclusion flag for a companion/product range. The exclusion flag signifies that the merchandise contained therein can't be bought to the listed business companions through the validity period.Maintenance of companion/product ranges have to be carried out by method of Master Information ® Accomplice Product Vary ® Keep Accomplice/Product Ranges.You could make the mandatory settings for companion/product ranges in the Implementation Information (IMG) via Customer Relationship Administration ® Grasp Data ® Associate/Product Range.

Additional use of associate/product ranges (PPRs):

  1. Interaction Center: Product proposals can come from PPRs. After a business companion has been recognized within the Interaction Heart, it's possible to display all products that are presently legitimate for that partner.
  2. High n Merchandise: High n product lists (from Advertising) are created and saved as PPRs.
  3. Contracts: Merchandise in worth and amount contracts are saved as PPRs.
  4. Catalog Views: Catalog views are PPRs, comparable to customer-particular views for target teams or business companions in the Web shop.
Accomplice/product ranges are used in a verify in sales transactions. During the examine, the system makes an attempt to discover a accomplice/product vary through which the product item, the bought-to occasion, and the test date are maintained. If no companion/product range is found, the system abandons its and displays a message.You should utilize the search help in the Merchandise subject within the item overview for the sales transaction to hyperlink to a particular enterprise companion and display the legitimate products. That is relevant for PPRs that have been created in the upkeep transaction or in contract processing.The examine can be used by different purposes in the background (for example, in Advertising Planner).To make sure the PPR check is energetic, you'll need to make the next settings in Customizing for the companion/product vary (IMG: Customer Relationship Management ® Master Data ® Companion/Product Vary):
  1. You want to set the Verify PPRs in Enterprise Transactions and Functions flag within the activity Define Common Settings for Accomplice/Product Range.
  2. within the activity Outline Transaction Sorts and Purposes Related for Check, it's important to enter the transaction sorts and functions for which a check ought to be carried out.
  3. In the exercise Outline Companion/Product Vary Sorts, it's essential to set the In PPR Check flag for the related PPR types.
In many trade sectors, it is regular apply to supply free goods upon the sale of a specific amount of another product. This encourages the client to order giant quantities.There are two kinds of free items:
  1. Inclusive bonus amount: The customer solely pays for a part of the good ordered. The remaining is free.
  2. Exclusive bonus quantity: The shopper pays for the products ordered and in addition receives extra goods for free. The supplies delivered as free items do not need to be the identical as the products ordered.
When creating a sales order, the free items items are routinely created in accordance with the agreement. The free items may be displayed as a separate merchandise (sub-merchandise). You create a free goods settlement as a condition. You'll be able to create conditions when a free good is assured on any level, for example, at buyer/product level.Pricing might be carried out for a free items merchandise within the gross sales order and in the billing document. The free goods merchandise becomes free of charge once the pricing is finished, because of the computerized 100 percent markdown.In CRM you may have the identical vary of functions totally free goods as in SAP R/3.You outline and assign free goods willpower procedures in Customizing: Buyer Relationship Administration ® Basic Functions ® Free Goods.

If you need to create a sub-item for the free goods, you must make the Customizing settings for the merchandise class dedication (item class TANN).You define the document pricing procedure and the customer pricing procedure in Customizing for Pricing: Customer Relationship Administration ® Basic Features ® Pricing ® Pricing in the Enterprise Transaction . Application upkeep of condition records without cost items might be accomplished by way of Master Data ® Prices and Conditions ® Preserve Conditions.

It is doable to transfer Customizing knowledge and circumstances data from SAP R/three to SAP CRM.
If you use SAP Superior Planner and Optimizer (SAP APO) or SAP R/three for materials resources planning, the business transaction in CRM Enterprise can perform an availability test or obtain availability info utilizing certainly one of these systems.The features are just like these used if you carry out an availability check utilizing SAP APO.When you perform availability test using SAP R/three, the system transfers requirements to manufacturing or purchasing, reserves inventory, and carries out scheduling for supply and transportation.SAP R/3 transfers the outcomes of the provision verify back to the enterprise transaction in CRM Enterprise.You can use the following processes in SAP R/three in combination with the availability examine:

Transportation and cargo scheduling to determine the fabric availability date; follow-up activities resembling outbound supply and goods concern; and product allocation.Within a shopper, you select whether to hold out an availability check with SAP APO or with SAP R/3. You create an ATP Profile (any worth will do) and enter it in the merchandise class (CRM ® Transactions ® Basic Settings ® Outline Merchandise Categories ® Outline Merchandise Categories). The functionality within the item class is: SPACE = No ATP in APO or R/three, ANY entry: ATP verify in APO or R/3 activated.Subsequent step: IMG ® Buyer Relationship Management ® Primary Capabilities ® Availability Test ® Availability Test Utilizing SAP R/3 ® Outline Middleware Parameters. Availability Examine Using SAP R/3: Enter the RFC vacation spot for Key = R3A_COMMON and "X=R/36.20“ within the Management Data field. Ensure that in IMG ® Customer Relationship Management ® Fundamental Functions ® Availability Test ® Availability Check Using APO ® Outline Middleware Parameters: Availability Examine Using APO and key = "CRMAPOATP“, there is no "X" within the Control Data field.

Availability check (ATP verify) is used to check whether a product could be confirmed in a sales order, Based on whether or not sufficient stock is offered or may be produced or bought on time. The product reserved in the required quantity, and ATP necessities are transferred to production or purchasing.You can perform an availability check utilizing totally different programs and for different situations:

SAP Superior Planner and Optimizer (SAP APO)

You set the related system in Customizing for Buyer Relationship Management below Primary Capabilities ® Availability Examine ® Outline Middleware Parameters: Availability Test /Information.You should utilize credit management to reduce monetary dangers to your organization. Credit score administration makes it attainable for you to carry out credit score checks in transaction processing, and it forwards documents which are blocked for credit score reasons on to the particular person responsible to be checked.Credit score checks are finished utilizing a remote perform name (RFC) to contact another OLTP system (SAP R/3 or one other credit score administration grasp system).The shoppers’s credit score standing is up to date primarily based on the enterprise transaction.The CRM system transfers customers with the status Credit score Verify OK and Credit Verify not OK to the OLTP system because the latter doesn't depend as an error.Credit management in SAP CRM is limited as a end result of separation of SAP CRM from a financial accounting system. It consists primarily of the credit check called up from the OLTP system, and the processing of blocked transactions in workflow.

Trigger credit score examine when saving doc or by choosing the Credit verify button. CRM calls up the credit verify and sends the mandatory info to R/3 which returns the outcomes primarily based on the payer‘s credit score standing.CRM displays an overall credit standing within the header, units credit score standing at merchandise stage, and enters messages in the application log.If credit score limit is exceeded, the system blocks subsequent processing of paperwork with standing Credit score Examine not OK.The blocked paperwork could be sent via workflow to the employee answerable for clearing them.The credit launch could be initiated from within CRM or from within R/3.

Prerequisites for utilizing credit score management functionality:

You could set up the relevant actions in CRM Customizing: IMG: Buyer Relationship Management ® Primary Functions ® Credit Management.You must set up the relevant credit score administration setting in R/three Customizing: IMG: Gross sales and Distribution ® Fundamental Features ® Credit score Management/Danger Management.You need to keep credit management accounts and knowledge in SAP R/3.The Response fields within the Customizing exercise Define Automated Credit Control in R/3 should be set to B or D.If you happen to work with SAP R/3 as an OLTP system, all item classes within one CRM transaction must have the identical credit score group assigned as a consequence of credit score management in SAP R/three is based on header stage and not item level.

Cost card processing lets you work with fee cards, equivalent to credit score cards.You can keep cost card information in the enterprise companion grasp information and then enter the information in the sales document.In a sales transaction related for cost with a payment card, the system carries out an authorization examine with a clearing house.The settlement with the clearing home is executed in the OLTP system.

Procedure for fee card transaction:

Create a sales transaction in CRM. You'll have the ability to enter fee card data on the Fee Kind tab.The system carries out a preauthorization (relying on Customizing settings) and displays a message with the results of the check. Save the transaction. The system authorizes the payment card transaction with the clearing house.It checks if the cardboard number, CVV, expiration date, and name and handle are legitimate, and that the transaction amount does not exceed the limit.The clearing house sends a outcome, granting or denying authorization. The system enters the ends in the document.If the authorization is granted, the doc is transferred to the OLTP (SAP R/3).

Delivery, billing, accounting, and settlement with the clearing house is handled within the OLTP. As of SAP CRM 3.0, all structured articles available in SAP R/3 Retail (sales units, displays, prepacks) are available as structured products in SAP CRM.The system can carry out single-degree explosion of structured merchandise in a business transaction in CRM Online. You enter the header product as the principle merchandise, and the system mechanically generates sub-gadgets for the element products. The system can perform pricing, availability verify, and switch of requirements to manufacturing or purchasing for:
  1. The header product (the main item), if the product is assembled
  2. The element product (the sub-objects), if the product just isn't assembled
For these who copy a business transaction, you may management:
  1. Whether or not solely the principle merchandise is copied; in the new enterprise transaction the structured product is exploded
  2. Whether the primary item and the sub-gadgets are copied to the new business transaction
You choose within the source enterprise transaction which sub-items are to be copied to the new business transaction. That is useful for complaints processing. If, for instance a computer mouse doesn't work, the customer sends again only the mouse, and never the monitor, keyboard, or CPU Constraints:
  1. Only single-level structured merchandise might be created in CRM Enterprise. That is, part merchandise can't be header merchandise for different element products.
  2. The fundamental quantity of the header product must be 1 (one). The quantity of the part merchandise must be a a quantity of of the header product, represented by an entire number.
  3. Because of the fact that structured products apply to the entire company in CRM Enterprise, bills of materials in SAP R/3, that are plant-particular (for example, gross sales payments-of-material), cannot be represented in CRM Enterprise.
You enter grasp information for the structured products in CRM Enterprise. You'll be able to obtain grasp data to CRM Mobile Sales and upload it to SAP R/3.You specify whether an explosion (and what sort of explosion) takes place in the item class of the principle item. Within the Implementation Guide for Customer Relationship Administration, choose Transactions ® Fundamental Settings ® Outline Item Categories. In the Construction scope field, select Single level explosion of structured product.Whether the pricing or ATP examine takes place for the principle merchandise or for the sub-objects is controlled by the item category group within the product grasp file of the relevant products. The item category group is linked to the merchandise category, which specifies whether the ATP and pricing check ought to take place.

As of CRM 4.0, you can enter batches within the following ways:
  1. You'll have the ability to enter a batch for a product that requires batch handling, for which the product is assigned in R/3. That is particularly helpful for additional orders. Throughout the availability test, the batch is taken into consideration (R/3 availability information or SAP APO), and is transferred to SAP R/3 with the order item.
  2. Batch entry is on the market in several CRM channels (CRM Enterprise, Cellular Sales, Interplay Heart, Internet Sales) and also within the People-Centric UI.
  3. In CRM Enterprise, in the Interplay Middle and in Internet Gross sales , you can enter batch attribute values for a product that the R/3 system ought to think about throughout batch determination. As a prerequisite, the respective product have to be flagged as topic to batch handling and categorised as such in the R/3 system. Batch determination takes place in the R/3 system, and solely turns into seen in CRM throughout delivery.
There is no batch willpower in SAP APO and SAP CRM.Master knowledge for products that have to be handled in batches cannot be created in CRM. These products have to be transferred from SAP R/three into SAP CRM.The next Enterprise Add-Ins exist for batch processing in sales transactions:
  1. BAdI for Existence Test of Batch Numbers (CRM_BATCH_ID_BADI)
  2. BAdI for User-Defined Enter Help in Batch Number Area (CRM_BATCH_ID_F4)
  3. BAdI for Adjusting Number of Batch Traits in ISA-B2B (CRM_BATCH_ISA_BADI)
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