Transaction Data:

Types of Transaction:
1. Marketing
2. Sales
3. Services

Marketing
1. Marketing Plan
2. Opportunity
3. Activity
1. Marketing Plan:

Strategic Planning Level

Operative Level

2. Opportunity Management:

Recognized possibility for an enterprise for sales of products or services.

3. Activity Management

Activity in SAP CRM records Sales employees interaction with customers.

2. Sales: Quotation , Sales Order.

1. Quotation

Follows on from a Customer inquiry

A binding offer to deliver specific products in a specified timeframe at a predefined price. An quotation
can be copied or converted into a sales order.
2. Sales Order

A Request from the customer to the enterprise to deliver a certain amount of products at a certain time or
to provide services by a certain time. From CRM sales order is sent to SAP R/3 for fulfillment.

3. Service: Service Order , Complaints

1. Service Cycle

The Service Order is a document that can contain:

Service Items
Spare part items
Sales Items
Expense Items

Header Data: Information that is valid for the service Order as a whole.
Item Data:
Information that is valid for the service Order Items only.
2. Complaints
When a customer has issue with material or service provided with or without reference to product sold or
service performed.

Master Data:

Business Partner
Product
Organization Data

Business Partner:
Business Partner categories: Person, Groups, Organization Unit
Business Partner Roles: Sold to party , Bill to Party , Payer.
Organization Data

Product:
Product Type: describes the characteristics of a product.
The product Types available are : Material, Service, Warranty , Financing.
The CRM product master is a collection of various set types that contain specific data. Set types are
groups of attributes and are used to assign fields to a product or individual object.
Attributes are used to describe products and are assigned to set types.
Set types corresponds to a database table and are displayed on various views(tab pages).

Create Attributes:
COMM_ATTRSET
Product:
COMMPR01
BP:
Create a Business Partner
Business Partner FM and Tables:
1.
2.
3.
4.
5.
6.
7.
8.
9.

Create a Business Partner : BAPI_BUPA_CREATE_FROM_DATA

Get Roles of BP: BUPA_ROLES_GET
BUT000 - Table for BP - General Data 1
BUT001 - General Data 2
BUT020 - Addresses
BUT050 - BP Relationships/ Role Definitions - General Data
BUT100 - BP: Roles
BAPI_BUPR_CONTP_CREATE - To create 'Has Contact Person' relation
BAPI_BUPR_RELATIONSHIP_GET - Read General Relationships

Product FM and Tables:

1.
2.
3.
4.
5.

COM_PRODUCTUI_DISPLAY_API - Get Product Details

CRMXIF_PRODUCT_SAVE - Upload Product
COMM_PRODUCT - Table . Details like GUID, ID , Type
COMM_PRSHTEXT - Product Description
COMM_IPRODUCT - Inactive Product

Business Objects:
1. BUS1006 - BP
2. BUS1006002 - BP Contact Person Relationship
3. BUS1178 - Product
Sales Order:
FM:

CRM_ORDER_GETLIST
CRM_ORDER_GETSTATUS
CRM_ORDER_MAINTAIN
CRM_ORDER_READ
CRM_ORDER_SAVE

: list of all sales order in CRM

: status of the sales order in CRM
: maintains sales order in CRM
: sales order in CRM
: saves Sales Order in CRM

Tables:
CRMD_ORDERADM_H - save the header level data for the sales order
CRMD_ORDERADM_I - save the item level data for the sales order
CRMD_ACTIVITY_H - save the header level data for activity
CRMD_ACTIVITY_I - save the item level data for activity
Transaction:
CRMD_ORDER : Create Sales Order , Activity , Service Order ( use BP and Product )
CRM_MKTPL : Create Campaign
EEW :

Master data is required to process Transaction data. Master Data is the foundation for creating
transactions...

Business Partners
Organization Data
Products

Business Partners:
A business partner can have multiple roles. Every role has unique fields that control the behavior of the system. Business
Partners represent entities with which an Organization interacts with to conducts its business.
BP, WEBUI - Accounts & Products - Accounts
Business Partner Roles

To Control the fields that are available within a role

BUBA - To change relationship properties

COMM_HIERARCHY