Copyright
Copyright(c) 2008 SAP AG. All rights reserved.
Neither this document nor any part of it may be copied or reproduced in any form or by any
means or translated into another language, without the prior consent of SAP AG. The
information contained in this document is subject to change without notice.
SAP is a registered trademark of SAP AG.
All other products which are mentioned in this documentation are registered or not registered
trademarks of their respective companies.
1 CRM Customer Relationship Management 1 1.1 Uniform User Interface in CRM (New) 1
1.2 Enterprise Services (Changed) 3
1.3 Help Center for SAP CRM (New) 3
1.4 Terminology in CRM (Changed) 4
1.5 New, Changed and Removed IMG Activities in SAP CRM 5.2 6 1.6 New, Changed and Removed IMG Activities in SAP CRM 2007 9
1.7 New, Changed and Removed Customizing Activities in SAP CRM
2007 (Enhanced for SP02) 20
1.8 CRM-MD Master Data 33
1.8.1 New, Changed and Removed IMG Activities in SAP CRM 5.1 and
SAP CRM 5.2 33
1.8.2 CRM-MD-BP Business Partners 48
1.8.2.1 Account Life Cycle (New) 48
1.8.2.2 Account Management Functions (New) 49 1.8.2.3 Internet User in Account (new) 50 1.8.2.4 Billing Account Hierarchies (New) 51 1.8.2.5 Rule-Based Assignment of Employees (New) 51 1.8.2.6 Business Partner Fields (New) 52 1.8.2.7 Data Quality Administration (New for SP02) 53 1.8.2.8 Account Fact Sheet: BI 7.x Templates (Enhanced for SP02) 54 1.8.2.9 Business Partners: Qualification Requirements (New for SP02) 55 1.8.2.10 Authorization Object CRM_BPROLE (New) 55 1.8.2.11 CRM WebClient UI for IS-M Processes in Interaction Center 56
1.8.3 CRM-MD-PRO Products 58
1.8.3.1 Up-Selling and Cross-Selling via Interlinkages (New) 58 1.8.3.2 Package Group Maintenance (Enhanced) 59 1.8.3.3 Interlinkage Maintenance User Interface (New) 59 1.8.3.4 Interlinkage Types (Enhanced) 61 1.8.3.5 Packages and Products with Dependent Components (New) 62
1.8.4 CRM-MD-PCT Product Catalog 64
1.8.4.1 Product Catalog Staging (New) 64 1.8.4.2 Programming Interface SAP TREX API (New) 66 1.8.4.3 Additional Product Category Information (New) 66 1.8.5 CRM-MD-PPR Partner/Product Range 67 1.8.5.1 Partner/Product Ranges (PPRs) (Enhanced in SP02) 67 1.8.5.2 Partner/Product Ranges (PPRs) (New) 68 1.8.6 CRM-MD-CON Condition Technique 69 1.8.6.1 Terminology in Condition Maintenance (Changed) 69
1.9 CRM-BF Basic Functions 70
1.9.1 Worklist (New) 70
1.9.3 New, Changed and Removed IMG Activities in SAP CRM 5.1 and
SAP CRM 5.2 71
1.9.4 Worklist (Enhanced for SP02) 86
1.9.5 Worklist (Enhanced) 87
1.9.6 Worklist (New) 88
1.9.7 CRM-BF-PD Partner Processing 89
1.9.7.1 Partner Processing: Alternative Partner Proposal (New for
SP02) 89
1.9.8 CRM-BF-COU Counter 89
1.9.8.1 89
1.9.8.2 Language-Dependent Counter Descriptions (New in SP02) 90 1.9.9 CRM-BF-CFG Product Configuration 90 1.9.9.1 Display Options for Characteristics and Characteristic
Values (Enhanced) 90
1.9.9.2 Display of Messages when Loading a New Knowledge Base (New) 92 1.9.9.3 Comparison of Product Configurations (New) 93 1.9.9.4 Performing Standard Configuration in the Background (New) 94 1.9.9.5 Product Config: Using Sales Order Fields as Object
Characteristics (New) 94
1.9.9.6 Characteristics for Display of Messages (New) 97
1.9.9.7 Product Modeling (Enhanced) 99
1.9.10 CRM-BF-PR Pricing 100
1.9.10.1 Terminology in Condition Maintenance (Changed) 100 1.9.10.2 Credit Analyst Workbench (New) 101 1.9.10.3 Approval Process for Price Changes in Sales Orders (New 102 1.9.10.4 Display Price List(s) for an Account (New) 103 1.9.11 CRM-BF-COM Content Management 103 1.9.11.1 Enhancements for Content Management (Changed) 103 1.9.12 CRM-BF-WST Web Services Tool 104
1.9.12.1 Web Services Tool (New) 104
1.9.12.2 Web Service Consumption Tool (New for SP02) 105 1.9.12.3 Web Services Tool (Enhanced) 105
1.10 CRM-BE Billing 107
1.10.1 Transfer of Accounting Indicator to Billing (New) 107 1.10.2 Intercompany Billing (Enhanced) 107 1.10.3 Transfer of Billing Data to SAP GTS for Intrastat
Declarations (New) 108
1.10.4 Claim Settlements (New) 108
1.10.5 CRM-BE-DL Billing Due List 111
1.10.5.1 Reference to Letter of Credit in Billing Documents (New) 111 1.10.6 CRM-BE-FI Transfer to Accounting 111
1.10.6.1 Controlling Integration for Intercompany Billing (New) 111
1.11 CRM-RB Rebate Processing 112
1.11.1 Terminology in Condition Maintenance (Changed) 112 1.11.2 SAP CRM Rebate Processing WebClient UI (Enhanced) 113
1.11.3 114
1.12 CRM-EM CRM Entitlement Management 117 1.12.1 Entitlements Management (Enhanced ) 117
1.13 CRM-BTX Business Transactions 118
1.13.1 Use of the Maintenance Framework for Business Transactions
(New) 118
1.13.2 Sale of External Products (New) 119 1.13.3 Sold-To Party Profiles in Sales Orders (New) 121 1.13.4 Different Actions in Sales Orders Depending on Transaction
Mode (New) 121
1.13.5 Displaying Customer-Specific Fields/Business Transaction
Components in 121
1.13.6 Subsequent assignment of transactions 122 1.13.7 Business Object Layer and Web Services (Enhanced) 123
1.13.8 CRM-BTX-LEA Lead Management 123
1.13.8.1 Duplicate Check for Leads (New) 123
1.13.9 CRM-BTX-OPP Opportunities 124
1.13.9.1 Opportunity Assessment Determination Based on Expected Sales
(New) 124
1.13.9.2 Transfer Buying Center Between Opportunity and Account (New) 125 1.13.9.3 Competitor Information for an Opportunity (Enhanced) 125 1.13.9.4 Enhancements to Opportunities in CRM (Changed) 126 1.13.10 CRM-BTX-SLO Sales Transaction 127 1.13.10.1 Use of Product Proposals (Enhanced) 127 1.13.10.2 Use of Provider Orders (New) 129 1.13.10.3 Automatic Creation of Provider Orders for Lock/Unlock
Services (New) 131
1.13.10.4 Settlement of Recurring and One-Time Fees (Enhanced) 131 1.13.10.5 Status Management in Provider Order Maintenance (Enhanced) 133 1.13.10.6 Abnormal Demand in Sales Order Items (New) 134 1.13.10.7 Assignment of Internal Orders to Sales Orders (New) 134 1.13.10.8 Integration of Letters of Credit in the Sales Order (New) 135 1.13.10.9 Mass Changes at Header Level (New) 136 1.13.10.10 Maximum Number of Locations in Availability Check (New) 136 1.13.10.11 Determine Maximum Partial Deliveries (New) 137 1.13.10.12 Use of Objects in Service Recall Orders (Enhanced) 138 1.13.10.13 Third-Party Order Processing with Consolidation (New) 139 1.13.10.14 Third-Party Order Processing with Supersession (New) 140
1.13.10.15 Using Grid Products in the Sales Order (New for SP02) 141 1.13.11 CRM-BTX-ERP BSP for ERP Sales Order 142 1.13.11.1 Creating and Changing ERP Sales Transactions in SAP CRM
(New) 142
1.13.12 CRM-BTX-SVO Service Processes 143 1.13.12.1 CRM-BTX-SVO-QUT Service Inquiries / Quotations 143 1.13.12.1.1 Packages in Service Order Quotations (New) 143 1.13.13 CRM-BTX-SCO Service Confirmation 144 1.13.13.1 Serial Number Entry in Confirmations (New) 144 1.13.14 CRM-BTX-BRQ Billing Request 145 1.13.14.1 Transfer of Accounting Indicator to Billing (New) 145 1.13.15 CRM-BTX-COM Complaints / Returns / In-House
Repair 145
1.13.15.1 Use of Complaints and Returns to Update Sales Contracts
(New) 145
1.13.15.2 Complaint with reference to trade promotion (New) 147 1.13.15.3 Exchange Group for Used Part Returns (New) 149 1.13.15.4 Complaints for External Products (New) 150 1.13.15.5 Complaint Creation with Reference to a SAP ECC Handling Unit
(New) 151
1.13.15.6 Inventory Adjustment for Complaints (New) 152
1.13.16 CRM-BTX-CTR Contracts 153
1.13.16.1 CRM-BTX-CTR-CCO Sales Contract 153 1.13.16.1.1 Provider Contracts (New) 153 1.13.16.2 CRM-BTX-CTR-SCO Service Contract 156 1.13.16.2.1 Provider Contracts (New) 156 1.13.16.3 CRM-BTX-CTR-UCO Usage-Based Service Contract 158
1.13.16.3.1 158
1.13.17 CRM-BTX-PRV Provider Transactions 159 1.13.17.1 New Functions in the Provider Contract and Dispute
Management (New) 159
1.14 CRM-CMG Case Management 161
1.14.1 Automatic Case Notes in Case Management (New) 161
1.14.2 Case Management (Enhanced) 161
1.14.3 Case Management (Enhanced) 163
1.15 CRM-ACP Account Planning 165
1.15.1 Account Planning (Enhanced) 165
1.16 CRM-FM Funds Management 166
1.16.1 Funds Management (New) 166
1.16.2 Funds Analytics (New) 167
1.16.3.1 Accruals (new) 167 1.16.4 CRM-FM-AVC Availability Control 169 1.16.4.1 Availaibility Control (New) 169 1.16.5 CRM-FM-BER Budget Expiration 170
1.16.5.1 Budget Expiration (new) 170
1.16.6 CRM-FM-BFW Batch Framework 171
1.16.6.1 Batch Processing Framework (new) 171
1.16.7 CRM-FM-BPO Budget Posting 172
1.16.7.1 Budget Postings (New) 172
1.16.8 CRM-FM-FND Fund Plans and Funds 173 1.16.8.1 Fund Determination (Enhanced for SP02) 173 1.16.8.2 Funds Plans and Funds (New) 173
1.16.9 CRM-FM-FPO Fund Posting 174
1.16.9.1 Fund Postings (New) 174
1.16.10 CRM-FM-FU Fund Usages 175
1.16.10.1 Fund Usage (New) 175
1.17 CRM-CLA Claims Management 176
1.17.1 Claims Management for SP02 (Enhanced) 176
1.17.2 Claims Management (New) 178
1.17.3 Claim Settlements (New) 179
1.17.4 Aggregation and Distribution of Amounts in Marketing
Projects for Claims 181
1.17.5 CRM-CLA-BI BI Integration 183
1.17.5.1 Claims Management: BI Extractors 183
1.18 CRM-ISA Internet Sales 184
1.18.1 Shopping Basket (Enhanced) 184
1.18.2 Enabling Links to Web Channel Applications from CRM
WebClient UI (New) 184
1.18.3 Improved Usability (Enhanced) 186 1.18.4 Multiple Campaign Assignment (New) 187
1.18.5 Campaign Enrollment (New) 188
1.18.6 Dynamic Field Control for Orders (New) 189 1.18.7 Generic Filter Solution (Enhanced) 191
1.18.8 Customer Role (New) 192
1.18.9 Collaborative Views: Search and Create (New) 192 1.18.10 CRM-ISA-CAT Internet Sales Catalog 193 1.18.10.1 Basic Eye-Catcher Text in Web Shop (New) 193 1.18.11 CRM-ISA-CFG Product Configuration Internet Sales 194 1.18.11.1 Configurable Products Attribute Display (Enhanced) 194
1.18.11.2 Comparing Products (New) 195
1.18.12 CRM-ISA-BCS Business-to-Consumer Sales 196 1.18.12.1 Provider Shop and Interaction Center Mode (New) 196
1.18.12.2 Price Eye-Catcher Text (New) 196 1.18.12.3 Recurring Prices in the Provider Web Shop (New) 198 1.18.12.4 Special Price Display in the Web Shop (New) 199
1.18.13 CRM-ISA-CNT Contracts 200
1.18.13.1 Contract Duration in Web Shop (New) 200 1.18.13.2 Contract Negotiation: User Status Profiles (New) 200 1.18.13.3 Contract Negotiation: Status Display (New) 201 1.18.14 CRM-ISA-BAS Shopping Basket and Order Entry 202 1.18.14.1 Block View Format in Web Shop (New) 202 1.18.14.2 Direct Debit Payment Method in Web Shop (New) 204 1.18.14.3 Save and Upload Shopping Baskets (Enhanced) 205 1.18.14.4 Separate Payment Methods for Web Shop Purchases 206 1.18.14.5 Shopping Basket (Enhanced) 207 1.18.14.6 Technical Data in Provider Web Shop Order 208
1.18.15 CRM-ISA-AUC Web Auction 209
1.18.15.1 B2C Checkout in Selling Via eBay (Enhanced) 209
1.18.16 CRM-ISA-UM User Management 209
1.18.16.1 Internet User in Account (new) 209 1.18.17 CRM-ISA-TEC Technical Infrastructure 210 1.18.17.1 Extended Product Detail Page (New) 210 1.18.18 CRM-ISA-SHA Shop Management 211 1.18.18.1 Verification Word for Web Shop Assistance 211
1.19 CRM-ISE Internet Service 212
1.19.1 CRM-ISE-COM Complaints and Returns 212 1.19.1.1 E-Service: Extended Complaints and Returns (Enhanced) 212
1.19.2 CRM-ISE-WBF Web Forms 213
1.19.2.1 New Link Type for Web Requests (Changed) 213 1.19.2.2 External Interface for Web Requests with Attachments (New) 214
1.19.2.3 214
1.20 CRM-RPL Resource Planning for Personnel
Resources 215
1.20.1 Resource Planning (Enhanced for SP02) 215 1.20.2 Project-Based Resource Planning (New for SP02) 216 1.20.3 Service Resource Planning (New) 217
1.21 CRM-MKT Marketing 218
1.21.1 Pertinent Master Data Changes (New) 218
1.21.2 Personalized Mail (Changed) 219
1.21.3 Trade Promotion Upload Using SAP Exchange Interface (New) 219
1.21.4 Deals 220
1.21.5 TPM and Account Planning: BI 7.x Templates (Enhanced for
1.21.6 Purchasing Products and Services in Marketing Projects (New
for SP02) 221
1.21.7 Trade Promotion Agreements (New) 222 1.21.8 Mass Copy, Mass Change, Mass Approval (New) 223 1.21.9 Enhancements in CRM Marketing (New and changed) 224
1.21.10 Overlap Checks (New) 224
1.21.11 Scheduled Claims (New) 225
1.21.12 Trade Promotion Templates (New) 226 1.21.13 Tiered Growth Rebates (New) 227 1.21.14 Enhancements in Trade Promotion Management (New) 227
1.21.15 Take Rates (new) 229
1.21.16 Attribute Filters (New) 230
1.21.17 Causals (New) 231
1.21.18 Trade Promotion Critical Changes (new) 231 1.21.19 Editable Overview Pages (Enhancement) 232 1.21.20 TPM Funds Integration (New) 233 1.21.21 Long-Term Trade Promotion Planning (New) 234 1.21.22 Price Simulation Within a Trade Promotion (New) 234 1.21.23 Trade Promotion Guidelines (new) 235 1.21.24 Trade Promotion Versions (new) 236 1.21.25 CRM-MKT-MPL Marketing Planner 236 1.21.25.1 Enrolling for Marketing Projects (New) 236 1.21.25.2 Enhancements to Campaigns and Trade Promotions 237 1.21.25.3 Mass Generation of Sales Orders via Campaigns or Trade
Promotions (New) 238
1.21.25.4 CRM-MKT-MPL-CAL Marketing Calendar 239 1.21.25.4.1 Marketing Calendar (Enhanced in SP02) 239 1.21.25.4.2 Marketing Calendar (Enhanced) 239 1.21.25.5 CRM-MKT-MPL-ST Basic Functions 241 1.21.25.5.1 CRM-MKT-MPL-ST-KFP Key Figure Planning 241 1.21.25.5.1.1 Free Goods in Trade Promotions (Enhanced) 241 1.21.25.6 CRM-MKT-MPL-DEF Customer Defaults 242 1.21.25.6.1 Trade Promotion Management - Product Hierachy Promotions
(Enhanced) 242
1.21.25.7 CRM-MKT-MPL-MDF Marketing Development Funds 245 1.21.25.7.1 MDF BI Extractors (Enhanced in SP02) 245 1.21.25.7.2 Market Development Funds (Changed) 245 1.21.25.7.3 Authorization and User Management (Enhanced) 248 1.21.25.7.4 Market Development Funds: Extractors 250 1.21.25.7.5 Determination of Reimbursement Rates in the MDF Process
(New) 251
1.21.25.8.1 Product Planning Basis for Trade Promotions and Deals
(Enhanced for 252
1.21.25.8.2 Key Figure Planning Enhancements (New for SP02) 253 1.21.25.8.3 Effective Dates in Trade Promotions and Deals (New) 254
1.21.25.8.4 TPM BI Extractors 254
1.21.25.8.5 Indirect Relationships (New) 256 1.21.25.8.6 Listings in Product Proposals (New) 257 1.21.25.8.7 Cross-Order Caps for Discounts in TPM (New) 258 1.21.25.8.8 Significant Uplifts and Transfer to APO (New) 259
1.21.26 CRM-MKT-SEG Segmentation 259
1.21.26.1 Product Segments (New) 259
1.22 CRM-ANA CRM Analytics 260
1.22.1 Integration of PPM into SAP CRM (New) 260 1.22.2 CRM-ANA-OR Operative Reporting 261 1.22.2.1 CRM Interactive Reports (New) 261 1.23 CRM-IC Interaction Center WebClient 261 1.23.1 Interaction Center WebClient in CRM WebClient UI Framework
(New) 262
1.23.2 Intent-Driven Interaction Guidance (New) 262 1.23.3 Client Switch (New for SP02) 263 1.23.4 Selection Dialog Boxes (New) 264 1.23.5 Listing Based Product Proposals (New) 264
1.23.6 Multi Chat (New for SP02) 265
1.23.7 Cancel Button in Business Transactions (New) 265 1.23.8 CRM-IC-MDB Manager Dashboard 266 1.23.8.1 Monitoring of Statistics from Multiple Telephony Systems
(New) 266
1.23.9 CRM-IC-SEA Account Identification 267 1.23.9.1 Account Identification (Enhanced) 267 1.23.9.2 Index Table for Simple Business Partner Searches (New) 268 1.23.9.3 Mixed Business-to-Business and Business-to-Consumer Scenario
(New) 268
1.23.9.4 Related Business Partners (New) 269 1.23.9.5 CRM WebClient UI for IS-M Processes in Interaction Center 270 1.23.9.6 Registered Products (Enhanced) 272 1.23.9.7 Account Identification (Enhanced) 272
1.23.10 CRM-IC-PRO Products 273
1.23.10.1 Product Search in the Interaction Center (New) 273 1.23.10.2 Product Catalog Search (New) 274 1.23.11 CRM-IC-FCA Financial Contract Accounting 274 1.23.11.1 Financial Customer Care and Dispute Management (Enhanced) 274
1.23.11.2 Financial Customer Care for Insurance (Enhanced) 277
1.23.12 CRM-IC-ALT Alert 278
1.23.12.1 Alert Editor (New) 278
1.23.13 CRM-IC-CHA Communication Channels 278 1.23.13.1 Display and Maintenance of Contact Attached Data (New) 278 1.23.13.2 Presence - Availability of Agents When Transferring Contacts
(New) 279
1.23.13.3 CRM-IC-CHA-TEL Telephony Integration 280 1.23.13.3.1 Dual Tone Multi Frequency Tones (New) 280 1.23.13.3.2 Simple Computer Telephony Integration (New) 281 1.23.13.4 CRM-IC-CHA-EMA E-Mail Integration 281 1.23.13.4.1 Inserting Agent Signatures and Standard Responses in E-Mail
Editor (New) 281
1.23.14 CRM-IC-EMS E-Mail Response Management System 282 1.23.14.1 Pushing E-Mails to Agents (New) 282 1.23.14.2 Rules Policies (Enhanced) 282 1.23.14.3 CRM-IC-EMS-RUL Rule Maintenance 283 1.23.14.3.1 Transport of Rule Policies and Rules (New) 283 1.23.14.4 CRM-IC-EMS-CAT Categories 284 1.23.14.4.1 Merge and Import of Categorization Schemas (New) 284
1.24 CRM-MSA Mobile Sales 285
1.24.1 CSDT and Infocenter (Deleted) 285 1.24.2 Security Enhancements for CRM Mobile Applications (Enhanced
in SP02) 285
1.24.3 Trade Promotion Management Enhancements (Enhanced) 286
1.24.4 CRM-MSA-BP Business Partner 288
1.24.4.1 Life Cycle Stage for Business Partners (New) 288 1.24.4.2 Account Classification for Business Partners (New) 289 1.24.5 CRM-MSA-PAS Products & Services 290 1.24.5.1 Using Configurable Products Created in the CRM Server
(Enhanced) 290
1.24.6 CRM-MSA-ACT Activity 291
1.24.6.1 Activity Scheduling Functions (Enhanced) 291 1.24.6.2 Synchronization of Attachments in Activities with MS Outlook
(New) 292
1.24.6.3 Attachment of Account Fact Sheet to Activities (New) 293
1.24.7 CRM-MSA-OPP Opportunities 294
1.24.7.1 Assessments in Opportunities Based on Expected Sales Volume
(New) 294
1.24.7.2 Maintenance of Competitor Product Information in
Opportunities (New) 294
1.24.8.1 Mass Assignment and Unassignment of Roles to Users in AMT
(New) 295
1.24.8.2 Authorization in AMT for Pricing Details (New) 295
1.24.9 CRM-MSA-SAD Sales Document 296
1.24.9.1 Comparing Product Configurations (New) 296 1.24.10 CRM-MSA-PAC Campaigns & Promotions 297 1.24.10.1 Product Planning Basis for Trade Promotions and Deals (New) 297
1.25 CRM-MSE Mobile Service 298
1.25.1 Mobile Service Functions (Changed) 298 1.25.2 Security Enhancements for CRM Mobile Applications (Enhanced
in SP02) 298
1.25.3 Local Stock Information Update (New in SP02) 299
1.25.4 Goods Movement (New) 300
1.25.5 Reservations and Purchase Requisitions (New) 302
1.25.6 Stock Overview (New) 305
1.26 CRM-FRW Framework 306
1.26.1 Portal Integration (Enhanced) 306
1.26.2 Portal Integration (New) 307
1.26.3 Working Context (New) 308
1.26.4 CRM-FRW-AFP Application Frame 309
1.26.4.1 Central Search (New) 309
1.26.4.2 Central Search (New) 310
1.26.5 CRM-FRW-CON UI Configuration Tool 310 1.26.5.1 UI Configuration (Enhanced) 310 1.26.5.2 UI Configuration Tool (Enhanced) 312 1.26.6 CRM-FRW-ROL Roles Management 312
1.26.6.1 User roles (changed, new) 312
1.26.6.2 Business Role Customizing (Enhanced) 314 1.26.6.3 User Role IPM Rights Manager (New) 315
1.26.7 CRM-FRW-UI User Interface 316
1.26.7.1 User Interface Personalization (Enhanced) 316 1.26.7.2 UI Configuration: Usability (Enhanced) 316 1.26.7.3 CRM WebClient User Interface (Enhanced) 317 1.26.7.4 Personalization (Enhanced) 318
1.27 CRM-CHM Channel Management 319
1.27.1 Partner Channel Management (Changed) 319 1.27.2 Partner Channel Management (Enhanced) 319 1.27.3 Partner Channel Management: SAP NetWeaver Portal (New) 321
1.28 CRM-LAM CRM Leasing 321
1.28.1 Functions No Longer Available in Leasing 321
1.28.3 Integration of Contractual Services (New) 323 1.28.4 Unique Item Identifier (UIID) (New) 328 1.28.5 Management of Third-Party Relationships (New) 329 1.28.6 Grouping Leasing Documents und FS Documents (New) 330 1.28.7 Functions for Lease Payment Structures (New) 330
1.28.8 Change Processes (New) 332
1.28.9 Classification (New) 335
1.28.10 Management of Billing Request Items (New) 336 1.28.11 Asset Handling and Depreciation (New) 338
1.28.12 Collections Function (New) 339
1.28.13 Calculation of Late Fees (New) 340 1.28.14 Changing the Status of Objects (New) 342
1.28.15 Pricing (New) 342
1.28.16 One-Time Taxes and Fees (New) 343 1.28.17 Termination Quotation (New) 344 1.28.18 Modification of the CRM WebClient UI for Leasing Manager
(New) 345
1.28.19 Selection for Floating Rate Adjustment (Changed) 347 1.28.20 Partial Processing of Leases (New) 348 1.28.21 Floating Rate Adjustment (New) 349 1.28.22 New Functions for SAP Leasing (New) 350
1.29 CRM-IFS Financial Services 351
1.29.1 Installment Loans (Changed) 351
1.30 CRM-IPS Public Sector 352
1.30.1 Case Management for Grantor (Enhanced) 352 1.30.2 Business Rule Framework in CRM (Enhanced) 354 1.30.3 Business Rule Framework in CRM (Enhanced) 355 1.30.4 Event-Driven CRM Activities (New) 355 1.30.5 BRF Action Types for Social Services (New) 356 1.30.6 Case Assignment for Social Applications and Social Service
Plans (New) 357
1.30.7 Change Processes in Social Service Plans (New) 357 1.30.8 Item Proposal for Social Applications (New) 358 1.30.9 Business Object Social Application (New) 359 1.30.10 Business Intelligence Analysis of Social Services Data (New) 360 1.30.11 User Role Social Services (New) 361 1.30.12 Social Services Eventing (New) 361 1.30.13 Business Object Social Service Plan (New) 362 1.30.14 Successor Processing of Public Sector Business Transactions
(New) 363
1.30.15 Financial Customer Care and Dispute Management (Enhanced) 364 1.30.16 Financial Customer Care for Insurance (Enhanced) 367
1.30.17 Financial Customer Care for Public Sector (Enhanced) 367
1.30.18 Grantor Claims 368
1.30.19 CRM-IPS-MD Master Data 369
1.30.19.1 CRM-IPS-MD-PRG Grantor Programm 369 1.30.19.1.1 Grantor Delivery Customizing (New and Enhanced) 369 1.30.20 CRM-IPS-BTX Business Transaction 371 1.30.20.1 CRM-IPS-BTX-AGR Grantor Agreement 371
1.30.20.1.1 Change Request (New) 371
1.31 CRM-IHT High Tech 372
1.31.1 High Tech: Mass Search and Replace (New for SP02) 372 1.31.2 High Tech: Partner Manager Role (New for SP02) 373
1.31.3 CRM-IHT-PP Price Protection 374
1.31.3.1 High Tech: Reverse Price Protection (Enhanced for SP02) 374 1.31.4 CRM-IHT-PDP Partner Design Projects 375 1.31.4.1 High Tech: Design Registration (Enhanced for SP02) 375
1.32 CRM-IM Media 376
1.32.1 CRM-IM-IPM Intellectual Property Management 376 1.32.1.1 Applications Available Through the Transaction Launcher
(New) 376
1.32.1.2 Uniform User Interface for Intellectual Property Management
(New) 377
1.32.1.3 CRM-IM-IPM-MD Master Data 379
1.32.1.3.1 Intellectual Property Rights Maintenance Check (Enhanced) 379 1.32.1.3.2 Intellectual Property Maintenance from SAP GUI (Changed) 379
1.32.1.3.3 Rights Templates (New) 380
1.32.1.3.4 Rights Consumption (New) 381 1.32.1.3.5 Rights Maintenance for Intellectual Property Management
(Changed) 382
1.32.1.4 CRM-IM-IPM-BTX Business Transactions Licensing 383 1.32.1.4.1 Rights Consumption (New) 383 1.32.1.4.2 CRM-IM-IPM-BTX-PUR License Acquisition 384 1.32.1.4.2.1 License Contract Maintenance (Changed) 384 1.32.1.4.3 CRM-IM-IPM-BTX-SAL License Sales 385 1.32.1.4.3.1 License Contract Maintenance (Changed) 385 1.32.1.5 CRM-IM-IPM-RO Royalty Accounting 386 1.32.1.5.1 CRM-IM-IPM-RO-ROO Outgoing Royalties 386 1.32.1.5.1.1 Outgoing Royalties Settlement Without Differential Billing
(New) 386
1.32.1.6 CRM-IM-IPM-RIN Rights Inventory Analysis 388 1.32.1.6.1 Rights Availability Analysis (Changed) 388
1.33.1 Account Hierarchy Affiliation and Class of Trade (New) 390 1.33.2 Contract Management for Life Sciences (Enhanced) 392 1.33.3 Products: Pharmaceutical Attributes and NDC (New) 394 1.33.4 Time Dependencies for Business Partners (Telco) - New 396
1.33.5 CRM-IPH-CB Chargebacks 397
1.33.5.1 Chargeback Claims BI Extractors (New) 397
1.34 CRM-IT Telecommunications 398
1.34.1 Functions in Dispute Management (New for SP02) 398 1.34.2 Financial Customer Care and Dispute Management (Enhanced) 399 1.34.3 Financial Customer Care for Insurance (Enhanced) 402
1.34.4 CRM-IT-CI Billing 403
1.34.4.1 Dispute Management (Enhanced) 403
1.35 CRM-IU Utilities Industry 403
1.35.1 CRM-IU-IC Utilities Industry: Interaction
Center 403
1.35.1.1 Financial Customer Care and Dispute Management (Enhanced) 403 1.35.1.2 Financial Customer Care for Insurance (Enhanced) 406
1.36 CRM-MW Middleware 406
1.36.1 CRM-MW-MON Monitoring 407
1.36.1.1 Data Integrity Manager (Enhanced for SP02) 407 1.36.2 CRM-MW-GWI Groupware Integration 407 1.36.2.1 Migration of GWI Data from the Java-Based MapBox to the
ABAP-Based 408
1.37 CRM-CA CRM Cross-Application Components 408
1.37.1 Survey Suite (Enhanced) 408
1 CRM Customer Relationship Management
1.1 Uniform User Interface in CRM (New)
Use
This release note is only relevant if upgrading from SAP CRM 5.0.
With the CRM WebClient UI, a uniform and clearly arranged user interface is now available. The Web-based user interface has been completely remodeled and simplified following the example of SAP CRM on-demand solution. The user interface has the following advantages:
- Clearly arranged page layout
- Flexible and convenient interface configuration - Simple and intuitive navigation
- Easy to handle personalization - Advanced search concept - Function bars with icons
- Terminology adjusted to the new user interface - User-centered online help and online tutorials
You can now use functions from all areas of CRM and the most important industries, all in a single user interface.
Note
SAP GUI is only supported for administrative tasks. The People-Centric UI (PC UI) is no longer supported. For more information, see SAP Note 1118231.
Effects on Customizing
For trouble-free functioning of SAP CRM, you must use transaction HTTP Service Tree Maintenance (SICF) to activate BSP services on the SAP Web Application Server.
You can configure the SAP CRM user interface yourself with the new configuration tool, for example, hide or show fields on pages, rename them or put them in new groups. In the Implementation Guide, use IMG activity UI Framework-> UI Framework Definition -> Maintain Design Layers and/or Configure User Interface.
You can configure business roles in SAP CRM yourself, for example, you can define the navigation framework, the navigation structure, and the role content. In the Implementation Guide, use the following IMG activity:
- Business Roles -> Define Navigation Frame - Business Roles -> Define Business Role
You can assign exactly one authorization role to each business role. In the implementation Guide, use IMG activity UI Framework -> Technical Role Definition -> Define Authorization Role.
You can use the transaction launcher to include external Internet addresses or call different transactions in the SAP GUI via the SAP Internet Transaction Server (ITS). In the Implementation Guide, use IMG activity UI Framework -> Technical Role Definition -> Configure Transaction Launcher.
See also
1.2 Enterprise Services (Changed)
Use
This release note is only relevant if upgrading from SAP CRM 5.0.
As of SAP CRM 5.1 SP02, the XI content for enterprise services previously delivered is available in a new namespace, http://sap.com/xi/CRM/SE/Global (SAP CRM ABAP 5.1). The existing XI content has been designated as "deprecated".
Other changes made are as follows:
- All Web service definitions have been renamed, by replacing the prefix "CRMXI" with "CRM". For example, CRMXI_BPBASICDATABYCOMQR has been renamed
CRM_BPBASICDATABYCOMQR.
- A number of Web service definitions have been renamed altogether:
- CRMXI_CUSTOMERQUOTEACCEPTACKRC -> CRM_CUSTQTACCEPTACKRC - CRMXI_CUSTOMERQUOTEBYIDQR -> CRM_CUSTQTBYIDQR
- CRMXI_CUSTOMERQUOTECHGRC -> CRM_CUSTQTCHGRC - CRMXI_CUSTOMERQUOTECRTRC -> CRM_CUSTQTCRTRC
- CRMXI_SRVCONF_CONFCRTRC -> CRM_SRVCONFSRVPROVCRTRC
- Message types have been given a suffix "sync". For example, BusinessPartnerBasicDataByIDQuery has been renamed BusinessPartnerBasicDataByIDQuery_sync.
1.3 Help Center for SAP CRM (New)
Use
This release note is only relevant if upgrading from SAP CRM 5.0.
The Help Center for users is now available to you. You can access it from the interface using the link to the Help Center. Specific information on a certain application can be directly accessed using a help symbol in the application. The Help Center offers the following content:
- Jump Start Guide: All the information you need to quickly find your way around the user interface. - Online-Tutorial: Supplements the jump start guide and gives an overview of the CRM user
- Tell Me About...: Application overview for all CRM functions, such as sales orders, opportunities, and campaigns.
Note that the Help Center is not available in the E-Commerce applications.
Adjustment of User Documentation
You can adjust the SAP user documentation to be company- and process-specific. In order to do this, use the authoring-, translation- or administrator environments in the SAP NetWeaver Knowledge Warehouse (KW), with which you can create, translate and manage documentation content.
Prerequisite: You have installed SAP GUI as well as the appropriate components of SAP NetWeaver KW on the computers being used.
You can find information on working with SAP NetWeaver KW in the SAP Help Portal under SAP NetWeaver -> SAP NetWeaver 2004s -> SAP NetWeaver Library -> Power User Guide -> Enterprise Knowledge Management.
The user documentation was created with XML. Pay attention therefore, to the notes on working with XML content.
You can find information about connecting the user documentation to the CRM system in SAP Note 1038204.
1.4 Terminology in CRM (Changed)
Use
This release note is only relevant if upgrading from SAP CRM 5.0.
The following terms on the new CRM WebClient user interface were changed: Master Data
Use Current English New English Current German New German
Accounts Address Usage Address Type Adressverwendung Adressart Accounts Account Corporate Account / Individual Account Account Unternehmens -Account / Privat-Account
Accounts BP Group Hierarchy Account Hierarchy Geschäftspartnergruppenhierarchie Account-Hierarchie
Products Vendor Supplier Lieferant (unchanged)
Objects Individual Object Object Individuelles Objekt Objekt Marketing
Use Current English New English Current German New German
All Areas Person Responsible Employee Responsible Verantwortlicher Zuständiger Mitarbeiter
ELM Type of Field Separator Delimiter Feldtrennzeichen Trennzeichen ELM Escape Character Text Qualifier Maskierungszeichen
Texterkennungszeichen
Segment Builder Master Group Segmentation Basis Mastergruppe Segmentierungsbasis
Segment Builder Segment Type Usage Segmenttyp Verwendung
Segment Builder Segment Category Usage Category Segmentkategorie Verwendungstyp Sales
Use Current English New English Current German New German
Opportunities Phase Sales Stage Phase Verkaufsphase
Contracts Sales Contract (unchanged) Verkaufskontrakt Verkaufsvertrag Activities Owner Employee Responsible Verantwortlicher Zuständiger Mitarbeiter
Service
Use Current English New English Current German New German
Service Order Contract Service Contract Vertrag Servicevertrag Service Order Retroactive Assignment Subsequent Assignments Nachträgliche
Verknüpfungen Nachträgliche Zuordnungen
Contracts Listing Product List Listung Produktliste
Cross Functions
Use Current English New English Current German New German
Business Transactions Document Flow Transaction History Belegfluss Vorgangshistorie Sales and Distribution,Service SurveyQuestionnaire Survey Fragebogen All Areas Contact Person Contact Ansprechpartner (unchanged)
All Areas R/3 ECC R/3 ECC
All Areas Administrative Data Administration Administrative Daten Administration All Areas Organization Organizational Data Organisation Organisationsdaten
All Areas Texts Notes Texte Notizen
All Areas Partner Parties Involved Partner Beteiligte
Personen/Organisationen Note
For information on terminology changes in condition maintenance, see the release note Terminology in Condition Maintenance (Changed).
1.5 New, Changed and Removed IMG Activities in SAP CRM 5.2
Use
Master Data - Product Catalog
New IMG activities:
- Customer Relationship Management -> Master Data -> Product Catalog -> Define Catalog Variant Indexing
- Customer Relationship Management -> Master Data -> Product Catalog -> Maintain IMS Server for Catalog Indexing
- Customer Relationship Management -> Master Data -> Product Catalog -> Business Add-Ins for Product Catalog -> Implementation: Indexing New Product Category Information
Master Data - Business Partner
New IMG activity:
- Customer Relationship Management -> Master Data -> Business Partner -> Basic Settings -> Define Profiles.
Transactions
New IMG activity:
- Customer Relationship Management -> Transactions -> Additional Settings -> Assign Marketing Usage Types to Transaction Types
Moved IMG activity:
- 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:
- The IMG node Customer Relationship Management -> Transactions -> Settings for Complaints -> Integration -> Business Add-Ins for Document Referencing is renamed to Transaction Referencing - 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 Document Reference
Billing
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.
Rebate Processing
New IMG Activities:
- Customer Relationship Management -> Rebate Processing -> Configure Application
- Customer Relationship Management -> Rebate Processing -> Set Up Rebate Determination -> Assign Maintenance Group for Mass Processing
- Customer Relationship Management -> Rebate Processing -> Rebate Profiles -> Settlement Profiles -> Define Filters for Cancellation Requirements
- Customer Relationship Management -> Rebate Processing -> Rebate Profiles -> Consumable Rebate Profiles -> Define Filters for Consumable Value Calculation
- Customer Relationship Management -> Rebate Processing -> Rebate Profiles -> Consumable Rebate Profiles -> Define Consumable Rebate Profile
- Customer Relationship Management -> Rebate Processing -> Reason Codes -> Define Reason Codes
- Customer Relationship Management -> Rebate Processing -> Reason Codes -> Assign Reason Codes to Process Types
- Customer Relationship Management -> Rebate Processing -> System Enhancements -> Business Add-Ins -> BAdI: Cancellation Requirements
- Customer Relationship Management -> Rebate Processing -> System Enhancements -> Business Add-Ins -> BAdI: Calculation of Consumable Rebate Value
Changed IMG Activities:
- Customer Relationship Management -> Rebate Processing -> Set Up Rebate Determination -> Create Condition Types
- Customer Relationship Management -> Rebate Processing -> Define Settlement Document Type - Customer Relationship Management -> Rebate Processing -> Rebate Profiles -> Define Rebate
Profile
- Customer Relationship Management -> Rebate Processing -> Calculation Profiles -> Define Filters for Base Calculation
- Customer Relationship Management -> Rebate Processing -> Calculation Profiles -> Define Filters for Scale Base Calculation
- Customer Relationship Management -> Rebate Processing -> Calculation Profiles -> Define Filters for Payment Value Calculation
E-Commerce
New IMG activities:
- Customer Relationship Management -> E-Commerce -> Basic Settings for E-Commerce -> Define Authorizations
- Customer Relationship Management -> E-Commerce -> Basic Settings for E-Commerce -> Business Add-Ins (BAdIs) for E-Commerce -> BAdI: Additional Search Filter
Entitlement Management New IMG Activities:
- Customer Relationship Management -> Entitlement Management -> Basic Functions -> Entitlement Program Types -> Intercompany Related Customizing Setup
- Customer Relationship Management -> Entitlement Management -> Basic Functions -> Inbound/ Outbound Processing -> Inbound Number Range Object Maintenance
- Customer Relationship Management -> Entitlement Management -> Basic Functions -> Inbound/ Outbound Processing -> Outbound Number Range Object Maintenance
- Customer Relationship Management -> Entitlement Management -> System Enhancements -> Assign Workflow Events to Business Workflow Events
Renamed IMG Activites:
- From : Customer Relationship Management -> Entitlement Management -> Basic Functions -> Entitlement Program Types -> Assign Pricing Procedure for Automatic Deposit Determination To: Customer Relationship Management -> Entitlement Management -> Basic Functions -> Entitlement Program Types -> Setup Application Parameters
- From: Customer Relationship Management -> Entitlement Management -> Basic Functions -> Entitlement Program Types -> Define Document Types
To: Customer Relationship Management -> Entitlement Management -> Basic Functions -> Entitlement Program Types -> Define Entitlement-Specific Transaction Categories
Removed IMG Activities:
- Customer Relationship Management -> Entitlement Management -> System Enhancements -> Maintain Appearance of Selection and Results Screens
- Customer Relationship Management -> Entitlement Management -> System Enhancements -> Business Add-Ins -> BAdI: User Interface Toolbar Enhancements
- Customer Relationship Management -> Entitlement Management -> System Enhancements -> Business Add-Ins -> BAdI: Customer Exits for Serial Number
Basic Functions New IMG Activities:
- Customer Relationship Management -> Basic Functions -> Pricing -> Pricing in the Business Transaction -> Define Mapping for Condition Types from Application BBP to Application CRM
Effects on Existing Data
1.6 New, Changed and Removed IMG Activities in SAP CRM 2007
Use
This release note is relevant if upgrading from SAP CRM 5.0 or from SAP CRM 5.2. The following IMG activities were moved from Marketing to Trade Promotion Management: - Customer Relationship Management -> Trade Promotion Management -> Basic Data for Trade
Promotion Management -> Define Default Buying Pattern Types
- Customer Relationship Management -> Trade Promotion Management -> Basic Data for Trade Promotion Management -> Assign Planning Account Hierarchy Tree
- Customer Relationship Management -> Trade Promotion Management -> Basic Data for Trade Promotion Management -> Define Product Planning Basis
- Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Product Assignments -> Assign Product Hierarchies
- Customer Relationship Management -> Trade Promotion Management -> Basic Data for Trade Promotion Management -> Listings and Partner/Product Ranges -> Map Listing Fields - Customer Relationship Management -> Trade Promotion Management -> Basic Data for Trade
Promotion Management -> Listings and Partner/Product Ranges -> Assign Listing Procedures and Set PPR Indicator
- Customer Relationship Management -> Trade Promotion Management -> Basic Data for Trade Promotion Management -> Listings and Partner/Product Ranges -> BAdI: Define Listing Checks
- Customer Relationship Management -> Trade Promotion Management -> Basic Data for Trade Promotion Management -> Business Add-Ins -> BAdI: Advanced Checks for Additional Date Ranges
- Customer Relationship Management -> Trade Promotion Management -> Key Figure Planning -> Define Planning Profile Groups
- Customer Relationship Management -> Trade Promotion Management -> Trade Spends -> Define Trade Spends for Values
- Customer Relationship Management -> Trade Promotion Management -> Trade Spends -> BAdI: Trade Spends in Marketing Planning
- Customer Relationship Management -> Trade Promotion Management -> Condition Maintenance -> Assign Condition Maintenance Group
- Customer Relationship Management -> Trade Promotion Management -> Condition Maintenance -> Define Condition Generation
- Customer Relationship Management -> Trade Promotion Management -> Condition Maintenance -> Assign Condition Generation Type
- Customer Relationship Management -> Trade Promotion Management -> Condition Maintenance -> Check Data Volumes for Condition Generation
- Customer Relationship Management -> Trade Promotion Management -> Condition Maintenance -> Define Currency Units for Cross-Order Caps
- Customer Relationship Management -> Trade Promotion Management -> Condition Maintenance -> BAdI for Generating Conditions
- Customer Relationship Management -> Trade Promotion Management -> Check Data Volume for Deal Generation
Trade Promotion Management - Basic Data
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Define Status Driven Events
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Define Uplift
- Customer Relationship Management -> Marketing -> General Settings -> Define Rates Origin - Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Products
-> Select Item Category Groups for Display Pallets
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Add TPM-Specific Fields in Segmentation
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Versions -> Define Version Based on Status
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Versions -> Define Versions User Interface
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Versions -> Business Add-Ins -> BAdI: Versioning
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Rules Setup -> Define Rule Contexts
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Rules Setup -> Define Rule Events
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Rules Setup -> Business Add-Ins -> BAdI: Rule Messages
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Rules Setup -> Business Add-Ins -> BAdI: Critical Change Runs
Trade Promotion Management - Key Figure Planning
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Key Figure Planning -> Settings for Display of BI Key Figures -> Define Key Figure Queries
- Customer Relationship Management -> Trade Promotion Management -> Key Figure Planning -> Settings for Display of BI Key Figures -> Map BI Key Figures to List Fields
- Customer Relationship Management -> Trade Promotion Management -> Key Figure Planning -> Settings for Display of BI Key Figures -> Maintain Design Layers
Trade Promotion Management - Trade Promotions - Funds Integration
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Funds Integration -> Define Settings for Funds Integration
Trade Promotion Management - Trade Promotions - Claims Integration
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Claims Integration -> Maintain Transaction Types for Invoice Claims
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Claims Integration -> Business Add-Ins > BAdI: Data Modifications for Scheduled Claims
Trade Promotion Management - Trade Promotions - Causals
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Causals -> Define Causal Profiles, Causal Types and Default Values
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Causals -> Assign Causal Profiles for Marketing Planning
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Causals -> Maintain Attributes and Key Values for Causals
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Causals -> Map Key Figures for Causals
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Causals -> Maintain Customer Fields for Causals
Trade Promotion Management - Trade Promotions - Trade Spends
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Trade Spends -> Define Trade Spends for Values
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Trade Spends -> Tiered Growth Rebates -> Define Tiered Growth Rebate Types
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Trade Spends -> Tiered Growth Rebates -> Define Trade Spend Combinations for Tiered Growth Rebates
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Trade Spends -> Tiered Growth Rebates -> Define BI Content
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Trade Spends -> Tiered Growth Rebates -> Business Add-Ins > BAdI: Performance Evaluation Criteria and Calculation Method
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Trade Spends -> Businesss Add-Ins: BAdI: Trade Spends in Marketing Planning
Trade Promotion Management - Trade Promotions - Promotion Guidelines
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Promotion Guidelines -> Define Parameters
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Promotion Guidelines -> Define Pricing Level
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Promotion Guidelines -> Rule Categories -> Define Rule Sets
Trade Promotion Management - Trade Promotions - Indirect Relationships New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Indirect Relationships -> Define Business Line Levels
Trade Promotion Management - Trade Promotions - Overlap Checks
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Overlap Checks -> Define Attributes
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Overlap Checks -> Define Additional Date Ranges for Overlap Checks
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Overlap Checks -> Define Overlapping Trade Promotion Types
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Overlap Checks -> Business Add-Ins -> BAdI: Overlap Checks
Trade Promotion Management - Agreements
New IMG Activities
- Customer Relationship Management -> Trade Promotion Management -> Agreements -> Define Attributes for Agreement Overlap Check
- Customer Relationship Management -> Trade Promotion Management -> Agreements -> Define Statuses to Ignore for Overlap Check
- Customer Relationship Management -> Trade Promotion Management -> Agreements -> Define Planning Transactions for Agreements
- Customer Relationship Management -> Trade Promotion Management -> Agreements -> Business Add-Ins -> BAdI: Agreement Overlap Check
- Customer Relationship Management -> Trade Promotion Management -> Agreements -> Business Add-Ins -> BAdI: Automatic Agreement Determination
- Customer Relationship Management -> Trade Promotion Management -> Agreements -> Business Add-Ins -> BAdI: Agreement Validation
Marketing - Marketing Planning and Campaign Management
Changed IMG Activities
- Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Basic Data -> Define Types/Objectives/Tactics
- Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Basic Data -> Define Additional Date Ranges
- Customer Relationship Management -> Trade Promotion Management -> Trade Promotions -> Trade Spends -> Businesss Add-Ins: BAdI: Trade Spends in Marketing Planning
- Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Partner Processing -> Assign Partner Determination Procedure
Marketing - Marketing Calendar Enhancements
New IMG Activities
- Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Marketing Calendar -> Define Field Catalog Attributes for Marketing Project Display
- Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Marketing Calendar -> Define Selection of Calendar Attributes
- Customer Relationship Management -> Marketing -> Marketing Planning and Campaign Management -> Marketing Calendar -> Define Permitted Row Context Attributes - Customer Relationship Management -> Marketing -> Marketing Planning and Campaign
Management -> Marketing Calendar -> Define Split Calendar Options
New IMG Activities
- Customer Relationship Management -> Funds Management -> Define Fiscal Year Variant
Funds Management - Funds Determination
New IMG Activities
- Customer Relationship Management -> Funds Management -> Fund Determination -> Define Fund Determination Profiles
Funds Management - Funds Plan and Funds
New IMG Activities
- Customer Relationship Management -> Funds Management -> Funds Plan and Funds -> Define Fund Types
- Customer Relationship Management -> Funds Management -> Funds Plan and Funds -> Define Funds Plan Types
- Customer Relationship Management -> Funds Management -> Funds Plan and Funds -> Define Expense Types
- Customer Relationship Management -> Funds Management -> Funds Plan and Funds -> Assign Expense Types to Fund Types
- Customer Relationship Management -> Funds Management -> Funds Plan and Funds -> Define Number Ranges for Funds Plan
- Customer Relationship Management -> Funds Management -> Funds Plan and Funds -> Define Number Ranges for Funds
Funds Management - Fund Usages
New IMG Activities
- Customer Relationship Management -> Funds Management -> Fund Usage -> Maintain Residence Time for Archiving
- Customer Relationship Management -> Funds Management -> Fund Usage -> Define Number Ranges for Fund Usages
- Customer Relationship Management -> Funds Management -> Fund Usage -> Business Add-Ins -> BAdI: Define Archiving Actions for Fund Usages
- Customer Relationship Management -> Funds Management -> Fund Usage -> Business Add-Ins -> BAdI: Define Additional Functions for Fund Usages
Funds Management - Checkbooks
New IMG Activities
Customer Relationship Management -> Funds Management -> Checkbooks-> Define Calculated Key Figures for Funds Checkbook
- Customer Relationship Management -> Funds Management -> Checkbooks -> Define Calculated Key Figures for Fund Usages Checkbook
- Customer Relationship Management -> Funds Management -> Checkbooks-> BAdI: Calculated Key Figures
Funds Management - Fund Postings
New IMG Activities
- Customer Relationship Management -> Funds Management -> Fund Postings -> Fund Posting Archiving -> Maintain Residence Time
- Customer Relationship Management -> Funds Management -> Fund Postings -> Fund Posting Archiving -> Business Add-Ins -> BAdI: Archiving Actions for Fund Postings.
Funds Management - Budget Postings
New IMG Activities
- Customer Relationship Management -> Funds Management -> Budget Postings -> Assign Funds Management AVC Profile
- Customer Relationship Management -> Funds Management -> Budget Postings -> Fund Determination -> Assign Fund Determination Profiles
- Customer Relationship Management -> Funds Management -> Budget Postings -> Fund Determination -> Business Add-Ins -> BAdI: Fund Determination Parameters
- Customer Relationship Management -> Funds Management -> Budget Postings -> Fund Determination -> Business Add-Ins -> BAdI: Fund Determination Logic
- Customer Relationship Management -> Funds Management -> Budget Postings -> Business Add-Ins -> BAdI: Budget Posting Class Actions
- Customer Relationship Management -> Funds Management -> Budget Postings -> Business Add-Ins -> BAdI: Enhancement for New Business Transaction Components
- Customer Relationship Management -> Funds Management -> Budget Postings -> Business Add-Ins -> BAdI: Budget Posting Search
Fund Management - Availability Control (AVC)
New IMG Activities
- Customer Relationship Management -> Funds Management -> Availability Control (AVC) -> Define Availability Control (AVC) Check Rules
- Customer Relationship Management -> Funds Management -> Availability Control (AVC) -> Define Availability Control (AVC) Tolerance Profiles
- Customer Relationship Management -> Funds Management -> Availability Control (AVC) -> Define Availability Control (AVC) Authorization Levels
- Customer Relationship Management -> Funds Management -> Availability Control (AVC) -> Define Availability Control (AVC) Profiles
- Customer Relationship Management -> Funds Management -> Availability Control (AVC) -> Business Add-Ins -> BAdI: Fund Postings and AVC Message Variables
Fund Management - Approvals
New IMG Activities
- Customer Relationship Management -> Funds Management -> Approvals -> Define Approver Groups and Thresholds
- Customer Relationship Management -> Funds Management -> Define Approval Settings -> Business Add-Ins -> BAdI: Approval Procedure Definition
Funds Management - Workflow Settings
New IMG Activities
- Customer Relationship Management -> Funds Management -> Workflow Settings -> Implement Workflow Assignment for Funds Management
Fund Management - Accruals New IMG Activities
- Customer Relationship Management -> Funds Management -> Accruals -> Define Accrual Reference Data Types
- Customer Relationship Management -> Funds Management -> Accruals -> Define Accrual Calculation Methods
- Customer Relationship Management -> Funds Management -> Accruals -> Define Accrual Profiles - Customer Relationship Management -> Funds Management -> Accruals -> Define SAP Sales
Volumes Validity Period
- Customer Relationship Management -> Funds Management -> Accruals -> Integration -> Transfer Accrual Documents to Accounting
- Customer Relationship Management -> Funds Management -> Accruals -> Business Add-Ins -> BAdI: Accrual Processes
Fund Management - Batch Processing Framework
New IMG Activities
- Customer Relationship Management -> Funds Management -> Batch Processing Framework -> Define Batch Processing Framework Component Types
- Customer Relationship Management -> Funds Management -> Batch Processing Framework -> Define Job Types
Changed IMG Activities
- Customer Relationship Management -> Funds Management -> Workflow Settings -> Maintain Standard Settings for SAP Business Workflow
Transactions - Basic Settings
Changed IMG Activities
- Customer Relationship Management -> Transactions -> Basic Settings -> Define Transaction Types
New IMG Activities
- Customer Relationship Management -> Transactions -> Basic Settings -> Define Analyzer Views for Transaction Analyzer
Billing (Settlement)
Billing -> Integration -> Transfer of Billing Documents to Accounting -> Transfer to Accounts Receivable (FI-AR) and Accounts Payable (FI-AP) -> Define Parameters for Prepayment
UI Framework - Technical Role Definition
New IMG Activities
- Customer Relationship Management -> UI Framework -> Technical Role Definition -> Define Working Context Profiles
- Customer Relationship Management -> UI Framework -> Technical Role Definition -> Define Central Search
Changed IMG Activities
- Customer Relationship Management -> UI Framework -> Technical Role Definition -> Define Navigation Bar Profile
UI Framework - Portal Integration
New IMG Node
- Customer Relationship Management -> Portal Integration -> Overview
- Customer Relationship Management -> Portal Integration -> Upload Business Role
- Customer Relationship Management -> Portal Integration -> Map Portal Theme to CRM Skin
Business Roles
Changed IMG Activities
- Business Roles -> Define Business Role
Partner Channel Management - Market Development Funds
New IMG Activities
- Customer Relationship Management -> Partner Channel Management -> Market Development Funds -> Causals for MDF -> Define Causal Profiles, Causal Types, and Default Values - Customer Relationship Management -> Partner Channel Management -> Market Development
Funds -> Causals for MDF -> Assign Causal Profiles for Marketing Planning
- Customer Relationship Management -> Partner Channel Management -> Market Development Funds -> Causals for MDF -> Define Values for MDF Standard Causals
- Customer Relationship Management -> Partner Channel Management -> Market Development Funds -> Causals for MDF -> Maintain Customer Fields for Causals
Interaction Center WebClient
New IMG Activities
- Customer Relationship Management -> Interaction Center WebClient -> Business Transaction -> ERP Sales Order -> Business Add-Ins -> BAdI: Change DDLB Values for Product Proposals - Customer Relationship Management -> Interaction Center WebClient -> Business Transaction ->
ERP Sales Order -> Business Add-Ins -> BAdI: Determine Product Proposal in ERP Sales Order Changed IMG Activities
- Customer Relationship Management -> Interaction Center WebClient -> Business Transaction -> Define Business Transaction Profiles
- Customer Relationship Management -> Interaction Center WebClient -> Basic Functions -> Communication Channels -> Define Toolbar Profiles
- Customer Relationship Management -> Interaction Center WebClient -> Customer-Specific System Modifications -> Define Toolbar Buttons
Usage-Based Service Contract Processing
New IMG Node: Customer Relationship Management -> Usage-Based Service Contract Processing
Workforce Deployment
New IMG Node: Customer Relationship Management -> Workforce Deployment
Master Data
Removed IMG Activities
- Customer Relationship Management -> Master Data -> Partner/Product Range -> Sort Routines -> Define Sort Routines for Business Partners
- Customer Relationship Management -> Master Data -> Partner/Product Range -> Sort Routines -> Define Sort Routines for Products
New IMG Activity
Customer Relationship Management -> Master Data -> Business Partner -> Accounts and Contacts -> Business Add-Ins -> Implementation: Filtering of BP Roles by Authorization Check
Channel Sales for High Tech
The IMG activities for Channel Sales and Channel Sales for High Tech were moved from Customer Relationship Management -> Channel Sales and Customer Relationship Management -> Channel Sales -> Industry Specific Channel Sales -> Channel Sales for High Tech to:
Customer Relationship Management -> Industry-Specific Solutions -> High Tech. This section has been partly restructured and includes two new activities:
- Maintain Business Partner Settings
- Assign Business Partner Functions to Business Partner Types
Media - Intellectual Property Management
New IMG Activities
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Basic Functions -> Pricing -> Define Scale Retroactivity
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Master Data ->Product -> Basic Settings -> Define Characteristics of IPM IP Check Messages
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Master Data ->Define Rights Templates Types
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Transactions ->Define User Interface Scenarios
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Rights and Royalties Dimensions -> Define Rights Maintenance - Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual
Property Management -> Rights Availability Analysis -> CRM WebClient UI -> Define Number Ranges for Rights Availability Requests
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Rights Availability Analysis -> CRM WebClient UI -> Configure Rights Availability Wizard
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Rights Availability Analysis -> CRM WebClient UI -> Define Rights Availability Scenarios
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Master Data ->Product -> Settings for Rights Generation -> Define Inheriting Relationship Types for Generation Formulas
- Customer Relationship Management -> Industry-Specific Solutions -> Utilities Industries -> Settings for User Interfaces -> General Functions -> Define Object Hierarchy and Object Attributes
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Master Data ->Product -> BAdIs -> Activate Copying of Interlinkages Moved IMG Activities:
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Basic Functions -> Pricing -> BAdI for Additional Quantity-Type Fields in Pricing is now found under Pricing ->BAdIs.
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Basic Functions -> Pricing -> BAdI Used to Calculate Additional Data Values is now found under Pricing ->BAdIs.
Removed IMG Activity:
- Customer Relationship Management -> Industry-Specific Solutions -> Media -> Intellectual Property Management -> Rights and Royalties Dimensions -> Generate People Centric UI for Rights and Royalties Dimensions
Sales Transactions New IMG Activities
- Customer Relationship Management -> Transactions -> Settings for Sales Transactions -> Define Profile for ERP Sales Transactions
-User Management
New IMG Activities
- Customer Relationship Management -> Basic Functions -> Actions -> Actions in User Management -> Create Actions with Wizard
- Customer Relationship Management -> Basic Functions -> Actions -> Actions in User Management -> Define Change Actions and Conditions -> Define Action Profiles and Actions - Customer Relationship Management -> Basic Functions -> Actions -> Actions in User
Management -> efine Change Actions and Conditions -> Define Start and Schedule Conditions - Customer Relationship Management -> Master Data -> Business Partner -> Basic Settings ->
Define Settings for E-Mail Notifications
1.7 New, Changed and Removed Customizing Activities in SAP
CRM 2007 (Enhanced for SP02)
Use
This release note is relevant if upgrading from SAP CRM 5.0 or from SAP CRM 5.2. The following IMG activities were moved from Marketing to Trade Promotion Management:
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Define Default Buying Pattern Types
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Assign Planning Account Hierarchies
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Products -> Define Product Planning Basis
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Product Assignments -> Assign Product Hierarchies
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Listings and Partner/Product Ranges -> Map Listing Fields
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Listings and Partner/Product Ranges -> Assign Listing Procedures and Set PPR Indicator
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Listings and Partner/Product Ranges -> BAdI: Listing Checks
- Customer Relationship Management -> Trade Promotion Management -> Basic Data -> BAdI: Advanced Checks for Additional Date Ranges
