Lesson: Transaction Types Item Categories and Item Category Determination
Exercise 3: Transactions and Related Customizing – Sales
Exercise Objectives
After completing this exercise, you will be able to:
• Create and analyze a transaction
• Create a transaction type
• Describe and perform item category determination for a transaction type
Business Example
You want to use a new transaction type for your trade fair business in the Sales area. You therefore copy and adjust an existing transaction type in the Implementation Guide (IMG). Before you create a transaction type, you want to understand the application and where to find the data.
Optional Exercises (Service): You want to set up a new transaction type for service transactions in the Service area.
Task 1:
To familiarize yourself with some of the basic mechanisms in transaction processing, you create a transaction in the CRM system.
Hint: Use Business Role Sales Professional.
1. Create a quotation of the type Quotation ERP for the sold-to party
##Megastore. Use First Quotation ## for the external reference.
Note: Before you choose Quotation ERP (description of the transaction type), personalize the technical transaction type in the selection dialog for transaction types.
Continued on next page
2. Which transaction type (technical key) represents this transaction?
3. Which statuses are available in the quotation after you enter the sold-to party?
4. Enter the product with the number HT-1010 and a quantity of 10 PC in the item list.
Which item category is determined by the system?
Hint: If you set the central personalization option Show keys in dropdown lists, (Personalize → Personalize Settings), you can display the technical key of the item category.
5. Save the transaction and note the number.
___________________
Task 2:
If applicable, call the last sales transaction you saved and analyze the item category that was determined and also how it was determined.
1. Where in Customizing are the detailed settings for the transaction type that is used?
2. Where in Customizing are the detailed settings for the item category that was determined?
3. Check whether this item category contains a date profile.
What Billing Relevance indicator does this item category have?
4. In Customizing, analyze the item category determination. What were the influencing factors or associated values found for the item category determined in the previous step? Write down both the influencing factors and associated values.
____________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
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5. What other factors can influence the determination of an item category?
Name a suitable example.
Task 3:
You want to create the new sales transaction type ZA## (##Quotation) in Customizing. Create it as a copy of existing transaction type AG and make some minor changes.
SAP Menu → Architecture and Technology → Configuration → Customizing Choose SAP Reference IMG.
SAP Customizing Implementation Guide → Customer Relationship Management
→ Transactions → Basic Settings → Define Transaction Types 1. Search for the existing transaction type AG.
2. Select the line and choose Copy as….
3. Enter the abbreviation ZA## and the description ##Quotation (short and long text (Description)).
4. Confirm the dialog box (number of dependent entries copied) with ENTER.
5. Assign the organizational data profile ZTACADEMY to this transaction type.
6. Choose Save.
Task 4:
In order to use the new transaction type, you must maintain item category determination. If you are entering a sales item (NORM), use the standard SAP item category for the quotation item rather than your own item category.
1. Set up item category determination in Customizing.
SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define Item Category Determination
2. Search (using Position) for transaction type AG and item category group NORM (Standard Item). Select the line and choose Copy as….
3. Replace transaction type AG with the new transaction type ZA##.
4. Save your entries.
Task 5:
Test your new transaction type by creating a new quotation of type ##Quotation.
Hint: You have to log off first from the Web Client UI and then log on again to test your new transaction.
1. Enter sold-to party ##Decot and a product with short text ##Screen and quantity 1.
Search for the product id using the input help (description = ##Screen).
Save the transaction and note the number.
___________________
Solution 3: Transactions and Related Customizing – Sales
Task 1:
To familiarize yourself with some of the basic mechanisms in transaction processing, you create a transaction in the CRM system.
Hint: Use Business Role Sales Professional.
1. Create a quotation of the type Quotation ERP for the sold-to party
##Megastore. Use First Quotation ## for the external reference.
Note: Before you choose Quotation ERP (description of the transaction type), personalize the technical transaction type in the selection dialog for transaction types.
a) Choose Sales Cycle.
Choose Create → Quotation.
Choose Personalize ( ) in the dialog box that is displayed.
Select Transaction Type and move ( ) the field to the displayed columns.
Choose Save.
Choose Quotation ERP.
Sold-To Party: ##Megastore.
External Reference: First quotation ##.
2. Which transaction type (technical key) represents this transaction?
Answer: AG.
3. Which statuses are available in the quotation after you enter the sold-to party?
Answer: Available statuses: Open, In Process, Released and Completed.
4. Enter the product with the number HT-1010 and a quantity of 10 PC in the item list.
Which item category is determined by the system?
Hint: If you set the central personalization option Show keys in dropdown lists, (Personalize → Personalize Settings), you can display the technical key of the item category.
a) Product ID: HT-1010 Quantity: 10
You can display the item category in the Items assignment block by using the Personalization function.
b) The system determines the item category Quotation Item (AGN).
5. Save the transaction and note the number.
___________________
a) Choose Save.
Task 2:
If applicable, call the last sales transaction you saved and analyze the item category that was determined and also how it was determined.
1. Where in Customizing are the detailed settings for the transaction type that is used?
Answer: SAP Menu → Architecture and Technology → Configuration
→ Customizing
Choose SAP Reference IMG .
SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types
2. Where in Customizing are the detailed settings for the item category that was determined?
Answer: SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define Item Categories
3. Check whether this item category contains a date profile.
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What Billing Relevance indicator does this item category have?
a) Check whether this item category contains a date profile.
Select entry AGN and click the Details ( ) icon.
The item category does not contain a date profile.
b) What Billing Relevance indicator does this item category have?
In the dialog structure, double-click Assignment of Business Transaction Categories.
Select the Sales transaction category and double-click Customizing Item in the dialog structure.
The item category is not relevant for billing.
4. In Customizing, analyze the item category determination. What were the influencing factors or associated values found for the item category determined in the previous step? Write down both the influencing factors and associated values.
____________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
a)
Note:
• In the CRM Web UI go to the product master to determine the relevant item category group.
• Choose Sales Operations
• Choose Search → Products.
• Product ID: HT-1010
• Choose the Product Details assignment block.
Item Category Group: NORM (Standard Item).
In this case, the item category is determined with the influencing factors Transaction Type (AG) and Item Category Group (Standard Item
= NORM).
SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define Item Category Determination
Choose Position..., enter the above data in the dialog box, and confirm with ENTER.
The system displays the corresponding entry in the table.
Select the entry and choose Details ( ) icon.
The item category AGN is used as the default value. In this case you cannot use an alternative item category.
5. What other factors can influence the determination of an item category?
Name a suitable example.
Answer: As well as the transaction type and the item category group, the usage and a higher-level item category can be used to influence the item category determination.
For example, in standard sales orders (TA), the automatic free goods discount determination uses the usage FREE (free goods discount). In addition, the free goods discount item refers to a higher-level item of the TAN category.
If a Standard item (NORM) is recorded in the sales order and a free goods discount is found, the standard system determines a (main) item with item category TAN and a free goods discount item with the item category TANN.
Other examples included structured products and complaint transactions.
Continued on next page
Task 3:
You want to create the new sales transaction type ZA## (##Quotation) in Customizing. Create it as a copy of existing transaction type AG and make some minor changes.
SAP Menu → Architecture and Technology → Configuration → Customizing Choose SAP Reference IMG.
SAP Customizing Implementation Guide → Customer Relationship Management
→ Transactions → Basic Settings → Define Transaction Types 1. Search for the existing transaction type AG.
a) SAP Menu → Architecture and Technology → Configuration → Customizing
Choose SAP Reference IMG .
SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define
Transaction Types
2. Select the line and choose Copy as….
a) Select the button before the line and then the icon.
3. Enter the abbreviation ZA## and the description ##Quotation (short and long text (Description)).
a)
Note: It is important that you change both the short and long texts (Description) to ##Quotation.
4. Confirm the dialog box (number of dependent entries copied) with ENTER.
a) Choose Continue.
Note:
• If you are logged on in a language other than the course language, you should translate the entry you just created into the course language.
• Select Goto → Translation and then the course language.
Enter a text that contains your group number.
5. Assign the organizational data profile ZTACADEMY to this transaction type.
a) If you are no longer in the detailed view of the transaction type, select transaction type ZA## and choose Details ( ).
In the Org. Data Prof. field, enter the value ZTACADEMY.
6. Choose Save.
a) Choose Save.
Task 4:
In order to use the new transaction type, you must maintain item category determination. If you are entering a sales item (NORM), use the standard SAP item category for the quotation item rather than your own item category.
1. Set up item category determination in Customizing.
SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define Item Category Determination
a) SAP Customizing Implementation Guide → Customer Relationship Management → Transactions → Basic Settings → Define Item Category Determination
2. Search (using Position) for transaction type AG and item category group NORM (Standard Item). Select the line and choose Copy as….
a) Choose Position...
Transaction Type: AG Item Cat. Group: NORM Choose ENTER.
Select the row and choose Copy As...( ).
3. Replace transaction type AG with the new transaction type ZA##.
a) Transaction Type: ZA##.
Choose ENTER.
4. Save your entries.
a) Choose Save.
Continued on next page
Task 5:
Test your new transaction type by creating a new quotation of type ##Quotation.
Hint: You have to log off first from the Web Client UI and then log on again to test your new transaction.
1. Enter sold-to party ##Decot and a product with short text ##Screen and quantity 1.
Search for the product id using the input help (description = ##Screen).
Save the transaction and note the number.
___________________
a) Choose Sales Cycle.
Choose Create → Quotation.
Choose ##Quotation.
Enter the data above and save the quotation.