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SAP Implementation Project

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INDEX
1 MASTER DATA:- ....................................................................................................................................... 2 1.1 1.2 2 ORGANISATION MODEL:- .........................................................................................................................2 BUSINESS PARTNERS:- ...........................................................................................................................3

BASE CUSTOMIZATION:- ........................................................................................................................ 4 2.1 2.2 2.3 2.4 TRANSACTIONS IN CRM (LEAD & OPPORTUNITY):-...................................................................................4 STATUS PROFILE:- ..................................................................................................................................6 PARTNER DETERMINATION PROCEDURE:- ................................................................................................7 ACTION PROFILE:- ..................................................................................................................................9

WEB UI CONFIGURATION:-................................................................................................................... 10 3.1 3.2 3.3 BUSINESS ROLES:- .............................................................................................................................. 10 TRANSACTION LAUNCHER: - ................................................................................................................. 11 BI REPORTS: - ..................................................................................................................................... 11

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.
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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

1.2
1.2.1

Business Partners:Business Partner Role:-

In this activity we have define the business partner roles and their attributes.

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Error! Unknown document property name. BP Role ISM000 ISM020 BUP001 BUP002 BUP003 000000 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)

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 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.

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.

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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 ZLED Values ZLEAD002 Z0000016 ZMOBLEAD ZMOBILE_LD Person Responsible ZLEAD 1

2.1.2

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

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 ZSLD Values ZLEAD002 Z0000016 ZSUBLEAD ZMOBILE_LD Activity Partner ZMAIL_LEAD ZLEAD

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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 ZSUP Values ZOPP0001 Z0000004 ZSUBOPPR ZMOBILE_LD Person Responsible ZNEW_MAIL 0000000000001 1

2.1.5

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 ZBAL Values ZLEAD002 Z0000016 ZSUBLEAD ZMOBILE_LD Activity Partner ZLEAD ZMAIL_LEAD 1

2.1.6

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 ZSBA Values zopp0001 Z0000004 ZSUBOPPR ZMOBILE_LD Person Responsible 0000000000001 ZNEW_MAIL 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.

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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.
ZMOBLEAD Status No. 1 2 3 4 Red: Mobile CRM Lead Status Short Text Created OPEN PROC Follow up In Process WIN Won LOST Lost

2.2.2

Status Profile Assigned to Ad Sales Opportunity.

2.2.3

Status Profile assigned to Subscription Lead & Subscription BA Lead.

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

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.
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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 Employee Responsible (CRM) Contact Person (CRM) Sales Prospect (CRM) Competitor (CRM) Channel Partner (CRM) Vendor (CRM) User (CRM) Key Account Manager (CRM) Employee Resp. at Ch. Partner (CRM) Z0000016 Changeable YES YES YES YES YES YES YES YES YES Red:Leads (Header) Min Max 1 0 1 0 0 0 0 0 0 1 10 1 10 1 1 1 1 1

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

2.3.2

Partner Determination Procedure assigned to Ad Sales Opportunity

Partner Determination Procedure Partner Function Employee Responsible (CRM) Contact Person (CRM) Sales Prospect (CRM) Competitor (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 Opportunities Min Max

Access Sequence

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Sales Representative (CRM) Employee Responsible (CRM) Contact Person (CRM) Sales Prospect (CRM) Competitor (CRM)

Yes Yes Yes No Yes

0 1 0 1 0

10 1 10 1 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_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

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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 Ad Sales Marketing E-Com Marketing Local Ads Marketing Mobile Marketing My Pages Marketing Rediff NG Admin Rediff NG Search Marketing Subscript Role Configuration Key ZAD_SL ZECOM_SL ZLOCAL_ADS ZMOBILE ZMYPAGES ZSUBPM_SL ZSUBPM_SL ZSEARCH ZSUBPM_SL Navigation Bar Profile ZADSLMKT_ PRO ZECOMMKT _PRO ZLOCAL_AD S_MKT_PRO ZMOBMKTPRO ZPAGES_MK T_PRO ZNG_SUB ZNG_SUB ZSEARCH_ MKT_PRO ZSUBPMKT_ Layout Profile PFCG Role

CRM_UIU_MASTER CRM_UIU_MASTER CRM_UIU_MASTER CRM_UIU_MASTER CRM_UIU_MASTER CRM_UIU_MASTER CRM_UIU_MASTER CRM_UIU_MASTER CRM_UIU_MASTER

ZADSL_CRM_UIU_MKT_PROFESSIONAL ZECOM_CRM_UIU_MKT_PROFESSIONAL ZLOCL_CRM_UIU_MKT_PROFESSIONAL ZMOB_CRM_UIU_MKT_PROFESSIONAL ZPAGE_CRM_UIU_MKT_PROFESSIONAL ZRG_REPORT Z_REDIFF_NG ZSERH_CRM_UIU_MKT_PROFESSIONAL ZSUBP_CRM_UIU_MKT_PROFESSIONAL

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3.2

Transaction Launcher: T-

Transaction Launcher enables to fetch an ECC T-Code to CRM Web UI. The list gives details of all the Code from ECC System which is called from CRM Web UI through Transaction Launcher. T-Code ZCRMT_MO_BP ZCRMT_MO_DEFS ZPROPOSAL ZPROFORMA ZVCUST VA41 VA42 VA43 JHA6 JHA3N JHA2N JHA1N System CRM CRM ECC ECC CRM ECC ECC ECC ECC ECC ECC ECC Launch Transaction ID ZCRMT_MO_BP 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_OVERVIEW

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

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 ZORDER_IN_HAND ADSALE_CAMPAIGN_REPORT BI Object Key ZREV_CLIENTTEST5 ZREV_I002_Q001 Description Revenue Report Order in Hands

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