c34 crm integrated erp order and quotation management

7/24/2019 C34 CRM Integrated ERP Order and Quotation Management

http://slidepdf.com/reader/full/c34-crm-integrated-erp-order-and-quotation-management 1/20

SAP CRM 7.00

September 2010

English

CRM Integrated ERP Order

and QuotationManagement (C34)

SAP AGDietmar-Hopp-Allee 1!1!0 "all#or$ German%

&'il#ing &lo() Con$ig'ration G'i#e



SAP Best Practices CRM *nt. ERP +r#er an# ,'otation Mgmt. C/ Con$ig'ration G'i#e

Copyright

2010 SAP AG. All rights reser3e#.

4o part o$ this p'bli(ation ma% be repro#'(e# or transmitte# in an% $orm or $or an% p'rpose 5itho't thee6press permission o$ SAP AG. he in$ormation (ontaine# herein ma% be (hange# 5itho't prior noti(e.

Some so$t5are pro#'(ts mar)ete# b% SAP AG an# its #istrib'tors (ontain proprietar% so$t5are(omponents o$ other so$t5are 3en#ors.

Mi(roso$t8 "in#o5s8 E6(el8 +'tloo)8 an# Po5erPoint are registere# tra#emar)s o$ Mi(roso$t Corporation.

*&M8 D&28 D&2 9ni3ersal Database8 S%stem i8 S%stem i:8 S%stem p8 S%stem p:8 S%stem 68 S%stem ;8S%stem ;108 S%stem ;!8 ;108 ;!8 iSeries8 pSeries8 6Series8 ;Series8 eSer3er8 ;<=M8 ;<+S8 i:<+S8 S<!08+S<!08 +S</008 AS</008 S<!0 Parallel Enterprise Ser3er8 Po5er=M8 Po5er Ar(hite(t're8 P+"ER>8P+"ER8 P+"ER:>8 P+"ER:8 P+"ER8 +penPo5er8 Po5erPC8 &at(hPipes8 &la#eCenter8 S%stemStorage8 GP?S8 HACMP8 REA*48 D&2 Conne(t8 RAC?8 Re#boo)s8 +S<28 Parallel S%sple68 M=S<ESA8

A*@8 *ntelligent Miner8 "ebSphere8 4et$init%8 i3oli an# *n$ormi6 are tra#emar)s or registere# tra#emar)so$ *&M Corporation.

in'6 is the registere# tra#emar) o$ in's or3al#s in the 9.S. an# other (o'ntries.

A#obe8 the A#obe logo8 A(robat8 PostS(ript8 an# Rea#er are either tra#emar)s or registere# tra#emar)so$ A#obe S%stems *n(orporate# in the 9nite# States an#<or other (o'ntries.

+ra(le is a registere# tra#emar) o$ +ra(le Corporation.

94*@8 @<+pen8 +S?<18 an# Moti$ are registere# tra#emar)s o$ the +pen Gro'p.

Citri68 *CA8 Program 4eighborhoo#8 Meta?rame8 "in?rame8 =i#eo?rame8 an# M'lti"in are tra#emar)sor registere# tra#emar)s o$ Citri6 S%stems8 *n(.

HM8 @M8 @HM an# "C are tra#emar)s or registere# tra#emar)s o$ "CB8 "orl# "i#e "eb

Consorti'm8 Massa(h'setts *nstit'te o$ e(hnolog%.a3a is a registere# tra#emar) o$ S'n Mi(ros%stems8 *n(.

a3aS(ript is a registere# tra#emar) o$ S'n Mi(ros%stems8 *n(.8 'se# 'n#er li(ense $or te(hnolog%in3ente# an# implemente# b% 4ets(ape.

SAP8 R<8 SAP 4et"ea3er8 D'et8 PartnerE#ge8 &%Design8 Clear Enterprise8 SAP &'siness+be(tsE6plorer8 an# other SAP pro#'(ts an# ser3i(es mentione# herein as 5ell as their respe(ti3e logos aretra#emar)s or registere# tra#emar)s o$ SAP AG in German% an# other (o'ntries.

&'siness +be(ts an# the &'siness +be(ts logo8 &'siness+be(ts8 Cr%stal Reports8 Cr%stal De(isions8"eb *ntelligen(e8 @(elsi's8 an# other &'siness +be(ts pro#'(ts an# ser3i(es mentione# herein as 5ellas their respe(ti3e logos are tra#emar)s or registere# tra#emar)s o$ SAP ?ran(e in the 9nite# Statesan# in other (o'ntries.

All other pro#'(t an# ser3i(e names mentione# are the tra#emar)s o$ their respe(ti3e (ompanies. Data(ontaine# in this #o('ment ser3es in$ormational p'rposes onl%. 4ational pro#'(t spe(i$i(ations ma%3ar%.

hese materials are s'be(t to (hange 5itho't noti(e. hese materials are pro3i#e# b% SAP AG an# itsa$$iliate# (ompanies SAP Gro'p $or in$ormational p'rposes onl%8 5itho't representation or 5arrant%o$ an% )in#8 an# SAP Gro'p shall not be liable $or errors or omissions 5ith respe(t to the materials. heonl% 5arranties $or SAP Gro'p pro#'(ts an# ser3i(es are those that are set $orth in the e6press 5arrant%statements a((ompan%ing s'(h pro#'(ts an# ser3i(es8 i$ an%. 4othing herein sho'l# be (onstr'e# as(onstit'ting an a##itional 5arrant%.

SAP AG o$ 20




Icons

Icon Meaning

Ca'tion

E6ample

4ote

Re(ommen#ation

S%nta6

Typographic Conventions

Type ty!e "escription

Example text "or#s or (hara(ters that appear on the s(reen. hese in(l'#e $iel#names8 s(reen titles8 p'shb'ttons as 5ell as men' names8 paths an#options.

Cross-re$eren(es to other #o('mentation.

Example text Emphasi;e# 5or#s or phrases in bo#% te6t8 titles o$ graphi(s an# tables.

E@AMPE E@ 4ames o$ elements in the s%stem. hese in(l'#e report names8program names8 transa(tion (o#es8 table names8 an# in#i3i#'al )e%5or#s o$ a programming lang'age8 5hen s'rro'n#e# b% bo#% te6t8 $ore6ample8 SEEC an# *4C9DE.

Example text S(reen o'tp't. his in(l'#es $ile an# #ire(tor% names an# their paths8messages8 so'r(e (o#e8 names o$ 3ariables an# parameters as 5ell asnames o$ installation8 'pgra#e an# #atabase tools.

EXAMPLE TEXT Fe%s on the )e%boar#8 $or e6ample8 $'n(tion )e%s s'(h as F2 or theENTER )e%.

Example text E6a(t 'ser entr%. hese are 5or#s or (hara(ters that %o' enter in the

s%stem e6a(tl% as the% appear in the #o('mentation. <Example text> =ariable 'ser entr%. Pointe# bra()ets in#i(ate that %o' repla(e these

5or#s an# (hara(ters 5ith appropriate entries.

SAP AG Page o$ 20




Contents

1 P'rpose................................................................................................................................

2 Preparation...........................................................................................................................2.1 Prere'isites..................................................................................................................

2.2 SAP 4otes.....................................................................................................................

Con$ig'ration........................................................................................................................

.1 Settings $or ERP ,'otation an# Sales +r#er Management...........................................

.1.1 Mapping ERP Sales Do('ment %pes......................................................................

.1.1.1 *#enti$%ing ERP Sales Do('ment %pes.........................................................

.1.1.2 *#enti$%ing ERP *tem Categories....................................................................

.1.2 De$ine an# assign Pro$ile $or ERP ,'otations an# Sales +r#ers.............................

.1.2.1 De$ine Pro$ile..................................................................................................

.1.2.2 Assign Pro$ile.................................................................................................

.1.2. A(ti3ate "or) Center Gro'p in)s.................................................................

.1. Settings $or ,'otation...............................................................................................

.1..1 Sele(ting Rele3ant ransa(tion %pes $or ,'otations....................................

.1./ Settings $or Pro#'(t Proposals...............................................................................

.1./.1 Assign Metho# S(hema to ERP ransa(tion %pe.......................................

.2 A##ing E6ten#e# ERP Sales ?'n(tionalit%..................................................................

.2.1 Con$ig'ring ransa(tion a'n(her...........................................................................2.2 Creating ogi(al in) $or ransa(tion.....................................................................

.2. Assigning in) to "or) Center...............................................................................

SAP AG Page / o$ 20




CRM Integrated ERP Order and QuotationManagement # Con$iguration %uide

& Purposehis (on$ig'ration g'i#e pro3i#es the in$ormation %o' nee# to set 'p the (on$ig'ration o$ thisb'il#ing blo() man'all%.

' Preparation

'& Prereuisites

*e$ore starting +ith the insta!!ation o$ this ,ui!ding ,!oc-. p!ease have a !oo- at the

document Quick Guide to Installing SAP Best Practices for CRM

'' /P 0otes

&e$ore %o' begin the installation an# (on$ig'ration8 rea# the rele3ant SAP 4otes. he%(ontain important in$ormation $or installation an# (on$ig'ration8 an# also (orre(tions(on(erning the CRM Integrated ERP Order and Quotation Management b'il#ing blo().

Ma)e s're that %o' ha3e the most 'p-to-#ate 3ersion o$ SAP 4otes. o' (an $in# the SAP4otes on the SAP Ser3i(e Mar)etpla(e http://servicesapco!/notes .

/P 0ote 0um,er "escription Re!ease

1201: ERP sales transa(tions in SAP CRM

SAP AG Page : o$ 20




3 Con$iguration

3& ettings $or ERP Quotation and a!es OrderManagement

1se

his se(tion #es(ribes the integration o$ SAP CRM 5ith ERP 'otation an# sales or#erpro(essing.

2or the direct creation o$ sa!es orders in the CRM e,C!ient. certainrestrictions app!y ou can $ind e5tensive in$ormation a,out theserestrictions in /P 0ote &'367&8

3&& Mapping ERP a!es "ocument Types

3&&& Identi$ying ERP a!es "ocument Types

1se

*n or#er to (reate ERP 'otations an# ERP sales or#ers #ire(tl% $rom the CRM "ebClient orto (reate an ERP 'otation base# on a CRM opport'nit% the rele3ant 'otation an# salesor#er t%pes ha3e to be i#enti$ie# in the ERP s%stem.

Procedure

1. A((ess the a(ti3it% 'sing one o$ the $ollo5ing na3igation optionsTransaction Code VOV8

/P ERP IM% Menu Sales and Distribution Sales Sales Documents Sales

Document Header Define Sales Document Tpes

2. *#enti$% %o'r t%pi(al 'otation an# sales or#er t%pe an# note #o5n these t%pes be(a'sethe% 5ill be 'se# in a s'bse'ent se(tion. As an e6ample8 'otation t%pe QT an# stan#ar# or#er t%pe OR 5ill be (hosen.

4ote that the 'otation t%pe , in ERP is #ispla%e# as the 'otation t%pe AG in CRMan# the stan#ar# or#er t%pe +R in ERP as the stan#ar# or#er t%pe A in CRM.

3&&' Identi$ying ERP Item Categories

1se

o (op% a CRM opport'nit% to an ERP 'otation a (op% (ontrol $or item (ategories has to be#e$ine#.

Procedure

1. A((ess the a(ti3it% 'sing the $ollo5ing na3igation options

SAP AG Page o$ 20




Transaction Code SPRO

/P ERP IM% Menu Sales and Distribution Sales Sales Documents Sales

Document Item Define Item Categories

2. *#enti$% %o'r t%pi(al item (ategor% $or the 'otation t%pe 5hi(h 5ill be the $ollo5-'p

#o('ment o$ the CRM opport'nit%. 4ote #o5n this item (ategor% be(a'se it 5ill be 'se# ina s'bse'ent se(tion.

As an e6ample8 stan#ar# item (ategor% !"# 5ill be (hosen.

3&' "e$ine and assign Pro$i!e $or ERP Quotations and a!esOrders

3&'& "e$ine Pro$i!e

1se*n this step8 %o' #e$ine the pro$ile $or the R?C (onne(tion to the ERP ba()en# s%stem.

Procedure



/P CRM IM% Menu Customer Relations$ip Management → Transactions → Settings for Sales Transactions → Define Profile for ERP

Sales Transactions

2. Enter the R?C #estination to %o'r ERP s%stem $or the ERP Sales +r#er Pro$ileSAESPR+

ERP a!es Order Pro$i!e R2C "estinations

SAESPR+ I%o'r R?C (onne(tionJ

. Mar) the entr% SAESPR+ an# #o'ble-(li() on Dialog Structure %!ssign DocumentTpes to ERP Profile&'

/. Choose #e( Entries an# enter the transa(tion t%pe o$ the ERP 'otation8 'sing inp'thelp8 to 5hi(h the CRM opport'nit% sho'l# be (opie# in $iel# Do(%p. Here8 the ERP'otation t%pe , 5ill be (hosen as an e6ample8 #ispla%e# as !" in the CRM s%stem.

:. Choose #e( Entries an# enter the transa(tion t%pe o$ the ERP sales or#er8 'sing inp't

help8 5hi(h sho'l# be (reate# #ire(tl% $rom the CRM "ebClientHere8 the stan#ar# or#er t%pe +R 5ill be (hosen as an e6ample8 #ispla%e# as T! in theCRM s%stem.

. Sa3e %o'r entries.

3&'' /ssign Pro$i!e

1se

*n this step8 %o' assign the pro$ile $or the ERP ,'otations an# Sales +r#er to %o'r &'sinessRoles.

SAP AG o$ 20




Procedure


Transaction Code CRMC_UI_PROFILE

/P CRM IM% Menu Customer Relations$ip Management → )usiness Roles

Define )usiness Role

2. Sele(t the &'siness Role &PKSSKEMP an# #o'ble-(li() on Dialog Structure %!ssign*unction Profiles&'

. Choose 4e5 Entries.

/. Ma)e the $ollo5ing entr%

2unctiona! Pro$i!e I" Pro$i!e 9a!ue

ERPKSAESK+RDER SAESPR+

:. Repeat step 2 L / $or b'siness role &PKSSKMA4.


3&'3 /ctivate or- Center %roup :in-s

1se

9se this a(ti3it% to set logi(al lin)s to 3isible in the b'siness roles either as se(on# le3elentries in the na3igation bar in the men' an#<or as lin)s in the 5or) (enter pages.

Procedure

Complete the $ollo5ing steps to e6ten# the (ontents o$ the b'siness roles


Transaction Code CRMC_UI_PROFILE

/P CRM IM% Menu Customer Relations$ip Management )usiness Roles


2. Sele(t the &'siness Role &PKSSKEMP.

. Do'ble-(li() on !d+ust ,or- Center "roup .in-s in the le$t-han# Dialog Str'(t're.

/. A#'st the #ispla% o$ the logi(al lin)s in the CRM "ebClient 9* to (reate Gro'p *D S.S/ERP/CR an#<or to sear(h Gro'p *D S.S/ERP/SR $or the ERP ,'otation an# the ERPSales +r#er Sele(t the $lag 0isible to ma)e a lin) a3ailable in the 5or) (enter an#<or the

$lag In Menu to ma)e a lin) a3ailable in the 9* as se(on# le3el entr% in the na3igation bar.

o sele(t the .ogical .in- ID 'i()l%8 sele(t Position1 8 enter the ,or- Center ID8 the"roup ID an# the .ogical .in- ID %o' are loo)ing $or an# (hoose Continue'

or- Center I"

%roup I" :ogica! :in-I"

InMenu

9isi,!e :ogica! :in- Tit!e

SS-CCE SS-ERP-CR SS-ER,-CR ERP ,'otation

SS-CCE SS-ERP-CR SS-ERS-CR ERP Sales +r#er

SAP AG Page o$ 20




or- Center I"

%roup I" :ogica! :in-I"

InMenu


SS-CCE SS-ERP-SR SS-ER,-SR ERP ,'otations

SS-CCE SS-ERP-SR SS-ERS-SR ERP Sales +r#ers

:. Choose Sa3e.

. Choose &a().

7. Repeat the a(ti3ation o$ these "or) Center Gro'p in)s $or &'siness Role&PKSSKMA4.

Resu!t

o' a#'ste# the b'siness roles 5ith ne5 (ontent.

3&3 ettings $or Quotation

3&3& e!ecting Re!evant Transaction Types $orQuotations

1se

*n this pro(ess %o' #ea(ti3ate the transa(tion t%pes $or 'otation be(a'se the% are not 'se#in the CRM s%stem.

Procedure



/P CRM IM% Menu Customer Relations$ip Management → Transactions → )asic Settings → Define Transaction Tpes

2. Set the $ollo5ing transa(tion t%pes to Inacti2e

Trans

Type

"escription "escription Inactive

AG ,'otation ,'otation @

AGEA "eb A'(tion ,'otat. "eb A'(tion ,'otation @

AG*S ,'ot. *nternet Sales ,'otation in *nternet Sales @

AG"A "eb A'(tion ,'otat. "eb A'(tion ,'otation @

. Choose Sa2e.

SAP AG Page ! o$ 20




3&4 ettings $or Product Proposa!s

3&4& /ssign Method chema to ERP Transaction Type

1se

*n this a(ti3it%8 %o' assign a metho# s(hema to a sales organi;ation an# an ERP salestransa(tion t%pe sales #o('ment t%pe. his (ontrols 5hi(h pro#'(t proposal t%pes are#etermine# $or a parti('lar ERP sales transa(tion $or e6ample8 ERP stan#ar# or#er in aparti('lar sales organi;ation.

he basi( settings $or pro#'(t proposals ha3e been (arrie# o't in the &'il#ing &lo() C33CRM Mar-eting Master Data.

Procedure

1. A((ess the a(ti3it% 'sing one o$ the $ollo5ing na3igation options

Transaction code SPRO

/P CRM IM% menu Customer Relations$ip Management → Transactions →

Settings for ERP Transactions Maintained 2ia CRM → Product

Proposals → !ssign Met$od Sc$ema to ERP Transaction

Tpes

2. Choose #e( Entries an# enter the $ollo5ing #ata

2ie!d name 1ser action and va!ues

Sales +rg. *D Enter %o'r (entral sales organi;ation

Sales #o(. t%peEnter %o'r ERP sales or#er t%pe8 e.g. A $or 5hi(hpro#'(t proposals has to be (arrie# o't

Metho# s(hema Re$ine Pro#'(t Sele(tion 9sing Pop-'p

Pro#'(t Proposal on Re'est Sele(te#

Past +r#ers on Re'est Sele(te#

Pro#'(t istings on Re'est Sele(te#

isting Pro(. Empt%

E6(l'sion Pro(. Empt%

High Priorit% Empt%

Pri(e ist %pe Empt%

. Repeat this step $or %o'r ERP 'otation t%pe8 e.g. AG.

/. Choose Sa2e.

3' /dding E5tended ERP a!es 2unctiona!ity

1se

he ('rrent (reation o$ sales #o('ments in the CRM "ebClient #oes not s'pport the(omplete ERP sales #o('ment $'n(tionalit%.

*n (ase the ('rrent pro3i#e# sales #o('ment $'n(tionalit% 5ith $'ll "ebClient integration is nots'$$i(ient8 the ERP SAP G9* transa(tions (an be in(l'#e# in the CRM "ebClient.

SAP AG o$ 20




o' (an s)ip this se(tion i$ this integration is not rele3ant to %o'r b'sinesss(enario.

3'& Con$iguring Transaction :auncher

1se

?or ea(h G9* transa(tion to be (alle# a transa(tion la'n(her nee#s to be (on$ig're#.

he $ollo5ing SAP G9* transa(tions 5ill be ma#e a((essible $rom the CRM "ebClient.

Transaction ource ystem 2ie!d Entry

=D0 ERP Displa% C'stomer Sales

=A01 ERP Create Sales +r#er

=A21 ERP Create ,'otationSD,1 ERP E6piring ,'otations

=.1: ERP Displa% &a()or#ers

SKARK701221! ERP Cre#it Mgmt Earl% "arning ist

=<D ERP E6e('te Pri(ing Report

Procedure

&e$ore pro(ee#ing 5ith this step8 ens're that step ./ o$ b'il#ing blo() C0/ has

been implemente# s'((ess$'ll%.1. A((ess the a(ti3it% 'sing one o$ the $ollo5ing na3igation options

Transaction code CRMC_UI_ACTIONWZ

/P CRM IM% menu Customer Relations$ip Management 4I *rame(or-

Tec$nical Role Definition Transaction .aunc$er Configure

Transaction .aunc$er

2. Enter the $ollo5ing #ata in the steps o$ the "i;ar# i$ not o$$ere# b% the inp't help8 enter#ire(tl%

2ie!d 0ame 2ie!d Entry

creen & ; Introduction (Continue)

creen '

a'n(h rans. *D &PKERPK@K=D0

Component Set A

creen 3

Des(ription ERP ransa(tion =D0

Class 4ameIgi3e an o5n name $or the (lass 5hi(h #oes not e6ist alrea#%in the s%stemJ

State$'l

Raise =eto

SAP AG o$ 20





creen 4

ransa(tion %pe A L &+R ransa(tion

ogi(al S%stem Iogi(al s%stem $or ERP or CRM #e$ine# $or the transa(tion

la'n(her in the pre3io's stepJ e.g.8 RS:C421&+R +be(t %pe SC

Metho#e 4ame E@EC9E

creen 8

Parameter +be(t Fe%

=al'e =D0

creen 6

Parameter Iea3e it blan)J

creen <

Choose Complete

. Repeat step 2 $or the $ollo5ing la'n(h transa(tions. 9se the #ata gi3en belo5 i$ it #i$$ers$rom the #ata abo3e.

/. a'n(h rans. *D &PKERPK@K=A01

• S(reen - Des(ription ERP ransa(tion =A01

• S(reen : L Parameter +be(t Fe%8 =al'e =A01

a'n(h rans. *D &PKERPK@K=A21• S(reen - Des(ription ERP ransa(tion =A21

• S(reen : L Parameter +be(t Fe%8 =al'e =A21

a'n(h rans. *D &PKERPK@KSD,1

• S(reen - Des(ription ERP ransa(tion SD,1

• S(reen : L Parameter +be(t Fe%8 =al'e SD,1

a'n(h rans. *D &PKERPK@K=1:

• S(reen - Des(ription ERP ransa(tion =1:

•

S(reen : L Parameter +be(t Fe%8 =al'e =.1:a'n(h rans. *D &PKERPK@KCME"

• S(reen - Des(ription ERP ransa(tion SKARK701221!

• S(reen : L Parameter +be(t Fe%8 =al'e SKARK701221!

a'n(h rans. *D &PKERPK@K=D

• S(reen - Des(ription ERP ransa(tion =<D

• S(reen : L Parameter +be(t Fe%8 =al'e =<D

SAP AG o$ 20




3'' Creating :ogica! :in- $or Transaction

1se

his a(ti3it% #e$ines logi(al lin)s $or 'se in the CRM "ebClient 9*. A logi(al lin) is #e$ine# $or

ea(h transa(tion assigning the (orrespon#ing transa(tion la'n(her as parameter.

Procedure

Create #ire(t lin) 5)/T6/0D78 an# ma)e it a3ailable on the "ebClient 9* 'n#er A((o'ntManagement $or b'siness role )P9S.S9M!# .

1. A((ess the a(ti3it% 'sing one o$ the $ollo5ing na3igation options

Transaction code CRMC_UI_NBLINKS

/P CRM IM% menu Customer Relations$ip Management 4I *rame(or-

Tec$nical Role Definition Define #a2igation )ar Profile

2. Choose 3ie5 Define .ogical .in-s an# (hoose #e( Entries to (reate a ne5 lin) 5ith the$ollo5ing #etails


ogi(al in) *D &-@-=D0

%pe a'n(h ransa(tion

arget *D E@EC@

Parameter &PKERPK@K=D0

Parameter Class CKCRMK9*K@K4A=&ARKPARAM

*(on 4ame optional GCK*C+4K+&ECKREP+Ritle E4 A((o'nts ERP

itle DE F'n#en ERP

itle ES C'entas ERP

itle ?R Comptes ERP

itle P Contas ERP

itle R9 NOQ TUVWXW ERP

itle YH 客户ERP

itle R MZ[teriler ERPitle 4 A((o'nts ERP

itle * Clienti ERP

itle CS Y\)a;n](i ERP

itle P Fonta ERP

itle DA F'n#er ERP

itle ?* ilit ERP

itle A 得意先(ERP)

itle 4+ Fonti ERP

itle S= Fonton ERP

SAP AG Page 1 o$ 20





itle HE ERP ̂ _`_c

itle F+ 거래처ERP

itle H9 dg%$ls;\ml\) ERP

itle R+ Cont'ri ERP

Des(ription ERP ransa(tion =D0


/. Repeat step 2 $or the $ollo5ing lin)s. Change onl% the #ata gi3en here8 5hi(h are #i$$erentto the abo3e


ogi(al in) *D &-@-=A01


arget *D E@EC@Parameter &PKERPK@K=A01


*(on 4ame optional GCK*C+4K+&ECKREP+R

itle E4 ERP Sales +r#er E6ten#e#

itle DE ERP F'n#ena'$trag Er5eitert

itle ES ERP Pe#i#o (liente e6ten#i#o

itle ?R Comman#e (lient ERP ten#'e

itle P +r#en #e 3en#a ERP extendido

itle R9 ERP fQ TUjUT kUXWk

itle YH ERP销售订单扩展的

itle R ERP Sat[ Sipari[i Geli[mi[

itle 4 ERP =er)oop or#er 'itgebrei#

itle * ERP +r#ine #i 3en#ita ampliato

itle CS ERP Pro#en] ;a)\;)a ro;].

itle P ERP Yle(enie spr;e#a% ro;s;er;one

itle DA ERP Salgsor#re '#3i#et

itle ?* ERP M%%ntitila's aaennett'

itle A ERP受注(拡張)

itle 4+ ERP F'n#eor#re 't3i#et

itle S= ERP F'n#or#er 't3i#ga#

itle HE ^cq_ c_ ̂ `uv ERP

itle F+ ERP판매 오더확장형

itle H9 ERP rt)es]tsi ren#els )iteres;tett

itle R+ ERP (oman#w #e 3xn;wri e6tinsw

Des(ription ERP ransa(tion =A01

SAP AG Page 1/ o$ 20





ogi(al in) *D &-@-=A21


arget *D E@EC@

Parameter &PKERPK@K=A21



itle E4 ERP ,'otation E6ten#e#

itle DE ERP Angebot Er5eitert

itle ES ERP +$erta e6ten#i#o

itle ?R +$$re ERP ten#'e

itle P Cotayzo ERP extendido

itle R9 ERP Vk{|}W kUXWkitle YH ERP报价扩展的

itle R ERP e)li$ Geli[mi[

itle 4 ERP +$$erte 'itgebrei#

itle * ERP +$$erta ampliato

itle CS ERP 4ab]#)a ro;].

itle P ERP +$erta ro;s;er;one

itle DA ERP ilb'# '#3i#et

itle ?* ERP aro's aaennett'itle A ERP見積(拡張)

itle 4+ ERP ilb'# 't3i#et

itle S= ERP +$$ert 't3i#ga#

itle HE ^cq_ q~c ̂ •€v ERP

itle F+ ERP견적확장형

itle H9 ERP \ra\nlat )iteres;tett

itle R+ ERP o$ertw e6tinsw

Des(ription ERP ransa(tion =A21


ogi(al in) *D &-@-SD,1


arget *D E@EC@

Parameter &PKERPK@KSD,1



itle E4 E6piring ,'otations ERP

SAP AG Page 1: o$ 20





itle DE Abgela'$ene Angebote ERP

itle ES +$ertas =en(i#as ERP

itle ?R +$$res e6pires ERP

itle P +$ertas ERP a $im #e pra;o

itle R9 kXkO Vk{|}W‚ ERP

itle YH 到期的报价ERP

itle R SZresi Dolan e)li$ler ERP

itle 4 A$lopen#e o$$ertes ERP

itle * +$$erte s(a#'te ERP

itle CS 4ab]#)% po platnosti ERP

itle P "%gasaƒ(e o$ert% ERP

itle DA 9#l„ben#e tilb'# ERPitle ?* aro')sen p……tt…minen ERP

itle A 期限になる見積(ERP)

itle 4+ 9tg†en#e anb'# ERP

itle S= 9tg†ngna o$$erter ERP

itle HE ERP q~c ̂ _•€v ̂ ‡_ˆ^

itle F+ 만료 견적ERP

itle H9 e\r‰ \ra\nlato) ERP

itle R+ +$erte Šn ('rs #e e6pirare ERPDes(ription ERP ransa(tion SD,1


ogi(al in) *D &-@-=1:


arget *D E@EC@

Parameter &PKERPK@K=1:



itle E4 &a()or#ers ERP

itle DE A'$tragsrZ()stan#e ERP

itle ES +r#en en espera ERP

itle ?R Comman#es en retar# ERP

itle P +r#ens em atraso ERP

itle R9 ‹QXQUŒW TUjUT ERP

itle YH 拖欠订单ERP

itle R ers)a%t - &a()or#er ERP

SAP AG Page 1 o$ 20





itle 4 4abestelling ERP

itle CS Yb%te) ;a)\;e) ERP

itle * +r#ini arretrati ERP

itle P YalegŽe ;le(enia ERP

itle DA Restor#re ERP

itle ?* …l)itoimit')set ERP

itle A バックオーダー(ERP)

itle 4+ Restor#re ERP

itle S= Restor#er ERP

itle HE ERP q_c ̂ _`uv

itle F+ 백오더ERP

itle H9 Ren#elsh\tral) ERPitle R+ Comen;i neonorate ERP

Des(ription ERP ransa(tion =.1:


ogi(al in) *D &-@-CME"


arget *D E@EC@

Parameter &PKERPK@KCME"Parameter Class CKCRMK9*K@K4A=&ARKPARAM


itle E4 Cre#it *n$ormation $or A((o'nt

itle DE Fre#itin$ormation ;' F'n#e

itle ES *n$orma(i‰n (re#iti(ia #e C'entas

itle ?R Donnes (r#it po'r (ompte

itle P *n$ormayzo #e (r#ito para (ontas

itle R9 k{WQU‚ WXQkW‚ j|WQU

itle YH 客户信用信息

itle R MZ[teri Fre#i &ilgisi

itle 4 Cre#it in$ormatie 3oor a((o'nt

itle * Rapporto #i (re#ito #el (liente

itle CS ‘];en] ’3“r' ;\)a;n])a

itle P *n$orma(a )re#%t #la )onta

itle DA Fre#itin$ormation om )'n#e

itle ?* ilin l'ottotie#ot

itle A 顧客与信情報

SAP AG o$ 20





itle 4+ Fre#ittin$ormason $or )onto

itle S= Fre#itin$ormation $or )'n#

itle HE ”_c ~q •–~

itle F+ 거래처에 대한 신용 정보

itle H9 S;\mlahitel in$orm\(i‰

itle R+ *n$orma—ie (re#it pe (ont

Des(ription ERP ransa(tion SKARK701221!


ogi(al in) *D &-@-=D


arget *D E@EC@Parameter &PKERPK@K=D



itle E4 Pri(es ERP

itle DE Preise ERP

itle ES Pre(ios ERP

itle ?R Pri6 ERP

itle P Preyos ERPitle R9 ˜ ERP

itle YH 价格 ERP

itle R ?i%atlar ERP

itle 4 Pri;en ERP

itle CS Cen% ERP

itle P Cen% ERP

itle * Pre;;i ERP

itle DA Priser ERP

itle ?* Hinnat ERP

itle A 価格(ERP)

itle 4+ Priser ERP

itle S= Priser ERP

itle HE ERP ™~q~c

itle F+ 가격ERP

itle H9 šra) ERP

itle R+ Pre—'ri ERP

Des(ription ERP ransa(tion =<D

SAP AG Page 1 o$ 20




:. Choose 3ie5 Define ,or- Center .in- "roups.

. Sele(t the $ollo5ing Gro'p *Ds an# in the 3ie5 !ssign .in-s: assign the ne5 lin)s

%roup I" :ogica! :in- I" Position

SS-MD-SR &-@-=D0SS-ERP-CR &-@-=A01

SS-ERP-CR &-@-=A21

SS-SS-RE &-@-SD,1

SS-SS-RE &-@-=1:

SS-ACC-RE &-@-CME"

SS-&*-SR &-@-=D

7. Sa3e %o'r entries.

3'3 /ssigning :in- to or- Center

1se

o ma)e the logi(al lin)s a3ailable $or a b'siness role8 the lin)s are assigne# to 5or) (enterlin) gro'ps8 5hi(h themsel3es are assigne# to 5or) (enters.

Procedure

Complete the $ollo5ing steps to e6ten# the (ontent o$ b'siness role &PKSSKMA4.


Transaction code CRMC_UI_PROFILE

/P CRM IM% menu Customer Relations$ip Management )usiness Roles


2. Sele(t &'siness Role )P9S.S9M!# .

. Choose !d+ust ,or- Center "roup .in-s an# set the $ollo5ing re(or#s to ›=isibleœ

or- CenterI"

%roup I" :ogica!:in- I"

InMenu


SS-ACC SS-MD-SR &-@-

=D0

A((o'nts ERP

SS-CCE SS-ERP-CR

&-@-=A01 ERP Sales +r#erE6ten#e#

SS-CCE SS-ERP-CR

&-@-=A21 ERP ,'otationE6ten#e#

SS-REP+R SS-SS-RE

&-@-SD,1

E6piring ,'otationsERP

SS-REP+R SS-SS-RE

&-@-=1: &a()or#ers ERP

SS-REP+R SS-ACC-

RE

&-@-

CME"

Cre#it *n$ormation

$or A((o'nt ERP

SAP AG Page 1! o$ 20




or- CenterI"

%roup I" :ogica!:in- I"

InMenu


SS-ADM*4 SS-&*-SR &-@-=D Pri(es ERP

/. Choose Sa2e ;Ctrl<S=.

Resu!t

o' a##e# ne5 lin)s to the "ebClient 9* $or hol#ers o$ b'siness role )P9S.S9M!#' 5ith5hi(h %o' (an start se3eral ERP transa(tions.