SAP Implementation Project

Configuration Document

SAP CRM Rediff.com

SAP Implementation Project

INDEX
1

MASTER DATA:-...................................................................................................................................... 3
1.1
1.2

BASE CUSTOMIZATION:-....................................................................................................................... 5
2.1
2.2
2.3
2.4

ORGANISATION MODEL:-................................................................................................................... 3
BUSINESS PARTNERS:-..................................................................................................................... 4
TRANSACTIONS IN CRM (LEAD & OPPORTUNITY):-..............................................................................5
STATUS PROFILE:-........................................................................................................................... 7
PARTNER DETERMINATION PROCEDURE:-........................................................................................... 8
ACTION PROFILE:-.......................................................................................................................... 10

WEB UI CONFIGURATION:-.................................................................................................................. 11
3.1
3.2
3.3

BUSINESS ROLES:-......................................................................................................................... 11
TRANSACTION LAUNCHER: -............................................................................................................ 12
BI REPORTS: -............................................................................................................................... 12

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

SAP Implementation Project

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

50000672
50000673
50000675
50000676
50000677
50000678
50000679
50000674
50000680
50000808
50000768
50000769
50000770
50000766

ECC Sales Org

1000
1000
1000
1000
1000
1000
1000
1000
1000
1000
1000
1000
1000
1000

Sales Area
SLS AREAS
SORG.1000
SOFFBAN
SOFFCHE
SOFFDEL
SOFFHYD
SOFFMUM
SORG.2000
SOFFNY
SOFFNY.
SORG.1510
SORG.1520
SORG.1530
SLS AREAS

Description
Sales areas
Sales Organization 1000
Sales Office BAN
Sales Office CHE
Sales Office DEL
Sales Office HYD
Sales Office MUM
Sales Organization 2000
Sales Office NY
Sales Office New York
Sales Organization 1510
Sales Organization 1520
Sales Organization 1530
Sales areas

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1.2
1.2.1

Business Partners:Business Partner Role:-

In this activity we have define the business partner roles and their attributes.
BP Role
ISM000
ISM020
BUP001
BUP002
BUP003
000000

1.2.2

Title
Sales Customer
Media Customer
Contact Person
Prospect
Employee
Business Partner (Gen.)

Description
Sales Customer (Role)
Media Customer
Contact Person
Prospect
Employee
Business Partner (General)

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
ZADV
ZAGN
ZBAP
ZCON
ZCR3
ZCRM
ZEVN
ZMVN
ZOTS
ZR3

Short Name
Advertiser Media
Agency Media
BA-Partner
CON
CP R3
General Customer
E-Com Vendor
Mobile Vendor
OTS
Gen Cust ECC

Description
Advertiser Media (Internal)
Agency Media (Internal)
BA Partner
Contact person
Contact person in R3
General Customer
E-Com Vendor
Mobile Vendor
OTS Customer
General Customer EC

NR. ID
5
6
3A
2
2A
7A
11
12
9
7B

Number Range
0005000001
0005999999
0006000001
0006999999
0003000111
0003999999
0002000001
0002599999
0002600000
0002999999
0007000001
0007599999
0001000000
0001749999
0001750000
0001999999
0090000001
0099999999
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.

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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
Profile
Text Det. Procedure
Partner Determination
Procedure
Status Profile
Org Data Profile
Partner Function ORG
Date Profile
Internal No. Range

2.1.2

ZLED
Values
ZLEAD002
Z0000016
ZMOBLEAD
ZMOBILE_LD
Person Responsible
ZLEAD
1

Ad Sales Opportunity
Ad-Sale Opportunity
Profile
Text Det. Procedure
Partner Determination Procedure
Status Profile
Org. Data Prof.
Partner Function ORG
Date Profile
Internal No. Range

ZOPP
Values
ZOPP0001
Z0000005
ZADSLOPP
ZMOBILE_LD
Person Responsible
0000000000001
1

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2.1.3

Subscription Lead
Subscription Lead
Profile
Text Det. Procedure
Partner Determination Procedure
Status Profile
Org Data Profile
Partner Function ORG
Action Profile
Date Profile
Internal No. Range

2.1.4

Subscription Opportunity
Subscription Opportunity
Profile
Text Det. Procedure
Partner Determination Procedure
Status Profile
Org Data Profile
Partner Function ORG
Action Profile
Date Profile
Internal No. Range

2.1.5

ZBAL
Values
ZLEAD002
Z0000016
ZSUBLEAD
ZMOBILE_LD
Activity Partner
ZLEAD
ZMAIL_LEAD
1

Subscription BA Opportunity
Subscription BA Opportunity
Profile
Text Det. Procedure
Partner Determination Procedure
Status Profile
Org Data Profile
Partner Function ORG
Date Profile
Action Profile
Internal No. Range

2.2

ZSUP
Values
ZOPP0001
Z0000004
ZSUBOPPR
ZMOBILE_LD
Person Responsible
ZNEW_MAIL
0000000000001
1

Subscription BA Lead
Subscription BA Lead
Profile
Text Det. Procedure
Partner Determination Procedure
Status Profile
Org Data Profile
Partner Function ORG
Date Profile
Action Profile
Internal No. Range

2.1.6

ZSLD
Values
ZLEAD002
Z0000016
ZSUBLEAD
ZMOBILE_LD
Activity Partner
ZMAIL_LEAD
ZLEAD
1

ZSBA
Values
zopp0001
Z0000004
ZSUBOPPR
ZMOBILE_LD
Person Responsible
0000000000001
ZNEW_MAIL
1

Status Profile:-

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

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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 Statuss 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.

ZMOBLEA
D
Status No.
1
2
3
4

2.2.2

Status Profile Assigned to Ad Sales Opportunity.

ZADSLOP
P
Status No.
1
2
3
4
5
6
7

2.2.3

Red: Mobile CRM Lead

Statu
s
Short Text
OPEN
Created
PROC
Follow up In Process
WIN
Won
LOST
Lost

Rediff: Ad-Sale Opportunity

Status
Short Text
CRET
Created
WINN
Won
LOST
Lost
DROP
Dropped
COLD
Cold
WARM
Warm
HOTT
Hot

Status Profile assigned to Subscription Lead & Subscription BA Lead.

ZSUBLEA
D
Status No.
1
2
3
4
5
6
7
8

Red: Subscription CRM Lead

Statu
s
Short Text
OPEN Created
PROC In process
APRO Approval in Process
REJE
Rejected by Sales
WINN Won
LOST
Suspended
DROP Dead
APPR Approved

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2.2.4
Status Profile assigned to Subscription Opportunity & Subscription BA
Opportunity.
ZSUBOPP
R
Status No.
1
2
3
4

2.3

Red: Subscription Opportunity

Status
Short Text
OPEN
Created
DROP
Dropped
WINN
Won
LOST
Lost

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
Partner Function

Z0000016
Changeable

Red:Leads
(Header)
Min Max

Employee Responsible (CRM)

YES

Contact Person (CRM)

YES

10

Sales Prospect (CRM)

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

YES
YES
YES
YES
YES
YES

1
0
0
0
0
0

1
10
1
1
1
1

YES

Access Sequence
0003 Business Partner Relationships: Activity
Partner -> User
0002 Preceding Document -> BP Relationships by
Sales Organization: Activity Partner->
0001 Preceding Document: Activity Partner ->
Preceding Document: Sold-To Party

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2.3.2

Partner Determination Procedure assigned to Ad Sales Opportunity

Z0000005
Changeable
No

Ad Sales
Opportunitie
s
Min
Max
1
1

Contact Person (CRM)

Yes

Sales Prospect (CRM)

Competitor (CRM)

No
Yes

1
0

1
10

Partner Determination
Procedure
Partner Function
Employee Responsible (CRM)

Access Sequence
0008 Preceding Document -> User
CH07 Preceding Document -> Business Partner
Relationships: Prospect
0001 Preceding Document: Activity Partner ->
Preceding Document: Sold-To Party

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

Z0000004
Changeable

Mobile
Opportunitie
s
Min
Max

Sales Representative (CRM)

Employee Responsible
(CRM)

Yes

10

Yes

Contact Person (CRM)

Yes

10

Sales Prospect (CRM)

Competitor (CRM)

No
Yes

1
0

1
10

Access Sequence
0006 Prec. Doc.: Activity Partner -> Prec. Doc.
:SP -> BP Relationships: Activity Partner
0008 Preceding Document -> User
CH07 Preceding Document -> Business Partner
Relationships: Prospect
0001 Preceding Document: Activity Partner ->
Preceding Document: Sold-To Party

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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_MAIL
Schedule Condition ZBA_ACTIVATED
Processing when Document Saved
Condition
&CRM Opportunity.User Status& =
E0007ZSUBPPRH
Start Condition - ZBA_ACTIATED
Processing when Document Saved
Condition
&CRM Opportunity.Status profile& =
ZSUBPPRH
Method
ztriger_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.

SAP Implementation Project

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
Ad Sales
Marketing
E-Com
Marketing
Local Ads
Marketing
Mobile
Marketing
My Pages
Marketing
Rediff NG
Admin
Rediff NG
Search
Marketing
Subscript
ion
Marketing

Role
Configuration
Key
ZAD_SL
ZECOM_SL
ZLOCAL_ADS
ZMOBILE
ZMYPAGES
ZSUBPM_SL
ZSUBPM_SL
ZSEARCH
ZSUBPM_SL

Navigation
Bar Profile

Layout Profile

PFCG Role

ZADSLMKT_
PRO
ZECOMMKT
_PRO
ZLOCAL_AD
S_MKT_PRO
ZMOBMKTPRO
ZPAGES_MK
T_PRO
ZNG_SUB

CRM_UIU_MASTER

ZADSL_CRM_UIU_MKT_PROFESSIONAL

CRM_UIU_MASTER

ZECOM_CRM_UIU_MKT_PROFESSIONAL

CRM_UIU_MASTER

ZLOCL_CRM_UIU_MKT_PROFESSIONAL

CRM_UIU_MASTER

ZMOB_CRM_UIU_MKT_PROFESSIONAL

CRM_UIU_MASTER

ZPAGE_CRM_UIU_MKT_PROFESSIONAL

CRM_UIU_MASTER

ZRG_REPORT

ZNG_SUB
ZSEARCH_
MKT_PRO
ZSUBPMKT_
PRO

CRM_UIU_MASTER
CRM_UIU_MASTER

Z_REDIFF_NG
ZSERH_CRM_UIU_MKT_PROFESSIONAL

CRM_UIU_MASTER

ZSUBP_CRM_UIU_MKT_PROFESSIONAL

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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

ZCRMT_MO_BP
ZCRMT_MO_DEF
S
ZPROPOSAL
ZPROFORMA
ZVCUST
VA41
VA42
VA43
JHA6

CRM

ZCRMT_MO_BP

CRM
ECC
ECC
CRM
ECC
ECC
ECC
ECC

JHA3N
JHA2N

ECC
ECC

JHA1N

ECC

ZCRMT_MO_DEFS
ZPRINTPRO
ZPRO_FORMA_INV
ZRD_NG1
ZVA41_TRANS
ZVA42_TRANS
ZVA43_TRANS
ZZCOPYADSALE PROPOSAL/ORDER
ZZMEDIA_ADSALE_DISPLAY
PROPOSAL/ORDER
ZZMEDIA_ADVERTINZING_ORDER_CHANGE
ZZMEDIA_ADVERTINZING_ORDER_OVERVIE
W

3.3

Launch Transaction ID

Description
Operator, Circle, Customer
mapping
Operator Master Table
Print Proposal
Pro Forma Invoice
Rediffmail NG V customer
Operator Contract - Create
Operator Contract - Change
Operator Contract - Display
AdSales Proposal/Order Display
AdSales Proposal/Order Change
AdSales Proposal/Order Create

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
ZORDER_IN_HAND
ADSALE_CAMPAIGN_REPORT

BI Object Key
ZREV_CLIENTTEST5
ZREV_I002_Q001

Description
Revenue Report
Order in Hands