1.9 CRM-BF Basic Functions
1.9.2 Authorization Check at Field Level (Enhanced)
Use
This release note is only relevant if upgrading from SAP CRM 5.0.
You can use this function to permit certain authorization groups to change fields in a business transaction such as Sales- or Service Order. You may want to allow only those employees with special authorization to, for example, subsequently change quantities after the sales order has been delivered. You can also use the authorization check for business transaction components, and so make your authorization check even more precise. The following business transaction components are supported:
- Order item (ORDERADM_I)
For example, you can permit certain authorization groups to delete or create order items, for example.
For expample, you can allow only a specific authorization group to change the appropriate fields of the object Partner that relate exclusively to the partner function Ship-To Party (logical key: 00000002).
- Transaction history (DOC_FLOW)
For example, you can also control actions for campaigns and trade promotions using the object Transaction History (DOC_FLOW), and define whether a certain authorization group can delete or create campaigns or trade promotions if you have activated the function Multiple Campaigns or Trade Promotions.
Effects on Customizing
- You have created an authorization that applies to authorization object CRM_FLDCHK, assigned this authorization to an authorization profile and then allocated this profile to the appropriate user. When you create the authorization that applies to the authorization object CRM_FLDCHK, you can only specify one value (an integer) for the field Authorization Level. Intervals (1-12, for example) or multiple values (such as 5,7,9) cannot be processed in the authorization check.
- You have defined authorization groups and allocated fields to them in Customizing. An authorization group is a type of field group and consists of a collection of fields. You make the entries for this in the Customizing for Customer Relationship Management under Define Authorization Group.
For performance reasons, you should determine the rules for the authorization check very carefully. In the IMG activity Maintain Authorizations at Field Level, you should only use the value Asterisk ( * [=all transaction types]) in the column Transaction Type when you really want all transaction types to be analyzed in the authorization check for this authorization rule.
- You have granted an authorization level for each authorization group in connection with the key fields Transaction Type, Item Category and Delivery Status. These entries are manually made in the Customizing for Customer Relationship Management under Maintain Authorizations at Field Level. You fill the control table CRMM_AUTH_FIELD with these entries.
Note: The control table CRMM_AUTH_FIELD is created as a master data table and therefore cannot be
transported. You should maintain this control table in your productive system.
1.9.3 New, Changed and Removed IMG Activities in SAP CRM 5.1 and SAP CRM
5.2
This release note is only relevant if upgrading from SAP CRM 5.0.
Layout of User Interface (People Centric CRM)
Removed IMG activities: Customer Relationship Management -> Layout of User Interface (People-Centric CRM)
All activities under this node have been removed.
Basic Functions New IMG activities:
o Customer Relationship Management -> Basic Functions -> Worklist -> Define Alert Inbox and Workflow Inbox -> Define Task-Specific Navigation
o Customer Relationship Management -> Basic Functions -> Worklist -> Define Alert Inbox and Workflow Inbox -> Define Alert-Specific Navigation
o Customer Relationship Management -> Basic Functions -> Pricing -> Pricing in the Business Transaction -> Define Mapping for Condition Types from Application BBP to Application CRM
Master Data - Organizational Management New IMG node:
Customer Relationship Management -> Master Data -> Organizational Management -> Assignment of Organizational Units from SAP ECC
All the activities under this node are new. They have been isolated from the activities Organizational Model -> Create Organizational Model and -> Change Organizational Model so that you can maintain only the mapping of the organizational units between SAP ECC and SAP CRM. The organizational model itself can now be maintained in the CRM Web UI. If you have already made settings for a former release, you do not need to make any further changes.
Master Data - Product New IMG nodes:
o Customer Relationship Management -> Master Data -> Products -> Settings for Configurable Products
- The activity Define Settings for Product Models is new.
o Customer Relationship Management -> Master Data -> Products -> Settings for Packages - The activity Assign Product Roles to Categories is new.
Removed IMG activities:
o Customer Relationship Management -> Master Data -> Products -> Settings for Product Type -> Define Product Template for Configurable Products
Option for Object Structure
o Customer Relationship Management -> Master Data -> Products -> Objects -> Define Available Catalogs for Object Structure
o Customer Relationship Management -> Master Data -> Products -> Objects -> BAdI: Include External Catalogs for Object Structure
o Customer Relationship Management -> Master Data -> Products -> Objects -> Activate Map Visualization of Location
Master Data - Partner/Product Range Removed IMG activity:
o Customer Relationship Management -> Master Data -> Partner/Product Range -> Assign PPR Types to PPR Listings
Master Data - Business Partner New IMG activity:
o Customer Relationship Management -> Master Data -> Business Partner -> Basic Settings -> Define Profiles.
Removed IMG activity:
o Customer Relationship Management -> Master Data -> Business Partner -> Basic Settings -> Assign Templates for Content Management Folder to BP Roles
Master Data - Product Catalog New IMG activities:
o Customer Relationship Management -> Master Data -> Product Catalog -> Define Catalog Variant Indexing
o Customer Relationship Management -> Master Data -> Product Catalog -> Maintain IMS Server for Catalog Indexing
o Customer Relationship Management -> Master Data -> Product Catalog -> Business Add-Ins for Product Catalog -> Implementation: Indexing New Product Category Information
o Customer Relationship Management -> Master Data -> Product Catalog -> Define Templates for Folders
Account Planning New IMG activity:
Customer Relationship Management -> Account Planning -> Product Assignments -> Define Product Planning Basis
Removed IMG activity:
Customer Relationship Management -> Account Planning -> General Settings -> Define Field Selection
New IMG activity:
o Customer Relationship Management -> Transactions -> Additional Settings -> Assign Marketing Usage Types to Transaction Types
Moved IMG activity:
o Customer Relationship Management -> Transactions -> Assign Amount Allocation Profile to Transaction Type and Item Category can now be found under Transactions -> Additional Settings. Renamed node and activities:
o The IMG node Customer Relationship Management -> Transactions -> Settings for Complaints -> Integration -> Business Add-Ins for Document Referencing is renamed to Transaction Referencing o The IMG activities under the node Customer Relationship Management -> Transactions -> Settings for Complaints -> Integration -> Transaction Referencing are renamed:
- Business Add-In: Create Complaints with Reference to External Document is renamed to BAdI: Create Complaint with Reference to External Transaction
- Define Object Types for Document Reference is renamed to Define Object Types for Transaction Reference
- Assign Business Object Types to Transaction Types is renamed to Assign Business Object Types to Transaction Types
- Business Add-In: Create Document Flow for Subsequent Document Reference is renamed to BAdI: Create Transaction History for Subsequent Transaction Reference
- Define Business Object Type for Subsequent Document Reference is renamed to Define Business Object Type for Subsequent Transaction Reference
Removed sections (for functions not supported in this release):
Customer Relationship Management -> Transactions -> Settings for Service Processes -> Settings for Service Resource Planning
IMG activity moved: Customer Relationship Management -> Transactions -> Settings for Product Service Letters -> Define Object Reference Profile can now be found under Transactions -> Basic Settings.
Grantor Program Management New IMG activities:
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Program Management -> General Settings -> Define Program Profile Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Program Management -> General Settings -> Define Availability Control Profile
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Program Management -> General Settings -> Define Tolerance Profile
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Change Process Management -> Define Input Field Control Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Change Process Management -> Define Change Processes Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Change Process Management -> Customer Enhancements for Change Process Management
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor
Management -> Grantor Processing -> Change Process Management -> BAdI: Customer Enhancements for Web Requests
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Basic Functions for Grantor Processing
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Financial Transactions -> Define Financial Execution Type Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Financial Transactions -> Pricing -> Define Value Type Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Financial Transactions -> Define Billing Plan
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Actions in Grantor Processing
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Web Requests for Grantor Management
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor
Management -> Grantor Processing -> Business Add-Ins -> BAdI: Customer Enhancements for Grantor Agreement
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor
Management -> Grantor Processing -> Business Add-Ins -> BAdI: Customer Enhancements for Grantor Application
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor
Management -> Grantor Processing -> Business Add-Ins -> BAdI: Customer Enhancements for Grantor Claim
Changed IMG activities
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Processing -> Transactions in Grantor Processing
Removed IMG activities
Customer Relationship Management -> Industry-Specific Solutions -> Public Sector -> Grantor Management -> Grantor Program Management -> Content Management
Case Management New IMG activities:
Customer Relationship Management -> Case Management -> Process Partners -> BAdI: Reassign Business Partners in Linked Objects
Customer Relationship Management -> Case Management -> Basic Settings -> Define Search Scenario Customer Relationship Management -> Case Management -> Basic Settings -> Define Case Closing Profile
Customer Relationship Management -> Case Management -> Basic Settings -> BAdI: Define Additional Tasks for Case Closing Profile
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Archiving -> CRM Data Archiving Process
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Archiving -> Display Archived Case Data
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Archiving -> BAdIs for Case Archiving -> BAdI: Define Checks Prior to Case Archiving
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Archiving -> BAdIs for Case Archiving -> BAdI: Archive Case Table Entries
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Archiving -> BAdIs for Case Archiving -> BAdI: Delete Case Table Entries from the Database
Customer Relationship Management -> Case Management -> Extended Customizing -> Special Settings -> BAdI: BAPIs for Case Parameters -> BAdI: Change BAPI Parameters
Customer Relationship Management -> Case Management -> Extended Customizing -> Special Settings -> BAdI: BAPIs for Case Parameters -> BAdI: BAPI Change Case - Change Import Parameters
Customer Relationship Management -> Case Management -> Extended Customizing -> Special Settings -> BAdI: BAPIs for Case Parameters -> BAdI: BAPI Create Case - Change Import Parameters
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> Case Import and Export with XI
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> Monitor XI Case Exports
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> Manually Export Cases
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> BAdI: Export Case XI
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> BAdI: Import Case XI
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> BAdI: Map XI Case Export
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> BAdI: Map XI Case Import
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> BAdI: Export Case During Save
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> BAdI: Export Case at Business Partner Update
Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> BAdI: Export Case at Postal Code Update Customer Relationship Management -> Case Management -> Extended Customizing -> Case Import and Export with XI -> BAdI: Perform Customer Enhancements -> Case Management Customer
Enhancements in XI
Customer Relationship Management -> Case Management -> Extended Customizing -> ACE Implementation for Case Management (Note: This activity describes how the delivered sample ACE implementation has been configured in case you want to create your own ACE implementation.) Removed IMG activities
The following BAdIs were removed under Customer Relationship Management -> Case Management -> Extended Customizing -> Special Settings -> Define Processes -> Business Add-Ins (BAdIs):
Business Add-In: Data Transfer When Creating a Case Business Add-In: Filling Customer-Specific Dropdown Lists Business Add-In: Copying Cases
BAdI: Attributes for Links in Case Record BAdI: Process Control in Case Management BAdI: Process Control for Case Notes
BAdI: Process Control of Derived Case Management Applications BAdI: Enhancement for BSP Case Framework
Customer Relationship Management -> Case Management -> Extended Customizing -> Special Settings -> Create Profiles -> Notes About the Function Profile and Terminology Profile
All of the informational nodes were removed under Customer Relationship Management -> Case Management -> Integration in the User Interface (People-Centric UI).
Customer Relationship Management -> Case Management -> Extended Customizing -> Special Settings -> Create Profiles - > Assign Profile for Document Templates to a Case Type
Billing
New IMG activity: Customer Relationship Management -> Billing -> Intercompany Billing -> Determine Sales Area Data for Determination of Invoice Currency
New IMG section: Billing -> Integration -> Transfer of Billing Documents to Foreign Trade -> Transfer to SAP GTS 3.0 and Later Releases -> Transfer of BiIling Data for Intrastat Declarations.
Usage-Based Billing
Removed IMG activities:
Customer Relationship Management -> E-Commerce -> Basic Settings for E-Commerce -> Business Add-Ins (BAdIs) for E-Selling -> BAdI: Change Target System for Calling Up Availability Check in ERP
Interaction Center WinClient, and Interaction Center WebClient 2005 These sections have been removed.
Prior to SAP CRM 5.1, Interaction Center WebClient 2005 section was Interaction Center WebClient.
Interaction Center WebClient This section is new.
As of Service Pack 02 a new configuration activity was added under Interaction Center WebClient -> Basic Functions -> Communication Channels -> Configure E-Mail for SAPconnect.
Marketing Planning and Campaign Management Changed IMG activities:
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Key Figure Planning -> Version Management -> Define Versions
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Key Figure Planning -> Version Management -> Define Version for System Status
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Key Figure Planning -> Version Management -> Define Version for User Status
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> System Landscape -> Activate SAP NetWeaver BI Update
Removed IMG activities:
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Key Figure Planning -> Define Parameters for BW Analyses
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Key Figure Planning -> Assign Success Key Figures to Campaign Type and Objective
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> General Settings -> Define Field Assignment for Microsoft Project
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> General Settings -> Define User Settings
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Marketing Calendar -> Define Search Tables
-> Marketing Calendar -> Define Search Criteria
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Marketing Calendar -> Assign Search Criteria
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Marketing Calendar -> Define Field Settings for Table View
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Marketing Calendar -> Business Add-Ins -> Extend Standard Functions in Query for Calendar Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> User Interface Settings (all activities)
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Personalized Mail -> Maintain Print Profile
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Personalized Mail -> Define Status Profile for User Status
Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Additional Fields and Business Add-Ins (BAdIs) for Marketing Planning -> Define Additional Fields: Set Types
IPM Solution Management Removed IMG activities:
SAP Implementation Guide -> Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Rights and Royalties Dimensions -> Generate People Centric UI for Rights and Royalties Dimensions
Telecommunications New IMG node:
o Customer Relationship Management -> Industry-Specific Solutions -> Telecommunications -> Dispute Management
Hi-Tech Moved
The entire node under Customer Relationship Management -> Channel Management -> Channel Sales -> Industry-Specific Channel Sales -> Channel Sales has been moved and renamed to Customer
Relationship Management -> Industry-Specific Solutions -> High Tech. Transactions being used in common with Pharma have been copied to Customer Relationship Management -> Industry-Specific Solutions -> Life Sciences/ Pharmaceuticals Industry.
Pharma