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CRM Basic Sales

Contents

CRM Basic Sales: Configuration Guide ........................................................................................... 1

1

Purpose..................................................................................................................................1

2 Preparation ............................................................................................................................1

2.1

Prerequisites ...................................................................................................................1

2.2 SAP Notes.......................................................................................................................1

3 Configuration .........................................................................................................................2

3.1 Maintaining Organizational Data Profile..........................................................................2

3.2 Checking Number Range for Sales Transactions...........................................................3

CRM Basic Sales: Configuration Guide

1 PurposeThis configuration guide provides the information you need to set up the configuration of thisbuilding block manually.

2 Preparation

2.1 Prerequisites

Before starting with the installation of this building block, please have a look at thedocument Quick Guide to Installing SAP Best Practices for CRM.

2.2 SAP Notes

Before you begin the installation and configuration, read the relevant SAP Notes. Theycontain important information for installation and configuration, and also correctionsconcerning this building block.

Make sure that you have the most up-to-date version of SAP Notes. You can find the SAPNotes on the SAP Service Marketplace (http://service.sap.com/notes) or in SAPNet.

SAP Note Number Description Release

---(Currently there are no relevant Notes for thisbuilding block.)

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3 Configuration

3.1 Maintaining Organizational Data Profile

Use

The purpose of this activity is to create a new organization determination profile that allowsyou to determine the responsible organizational unit by means of the assignment of therespective system user, which creates a business transaction, in the organizational model.

Prerequisites

The organizational model has been created and all persons creating business transactions inthe CRM system are assigned to an organizational unit - either as user or as businesspartners with an assigned user.

The standard organizational determination rule 10000194 User orgunitexists.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code CRMC_ORGPROF

SAP CRM IMG menu CRMMaster DataOrganizational ManagementOrganizational Data DeterminationChange Rules and Profiles Maintain Organizational Data Profile

2. To create the new organizational data determination profile Y00000000001perform thefollowing steps:

3. Choose New Entriesand enter the following values:

When creating new data manually (not using the BC-Set) for both languages (ENand DE), you need to maintain translation-sensitive data (descriptions, titles, textsetc.) twice, after having logged on the system with the appropriate language (ENand/or DE).

Field Entry

Profile Y00000000001 - BP Sales Org. Data Profile -Country/Reg (EN)

Scenario Sales

Determination Rules

Organizational Model Determin. Rule 10000166 (Det. acc. to partner attr. (Reg, country))

Responsibilities rule

Mandatory

Sales Organization

Distribution Channel

Sales Office

4. Choose Saveand select a customizing request if required.

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Result

A new organizational data determination profile has been created, ready for being assigned toone or more CRM business transactions.

3.2 Checking Number Range for Sales Transactions

Procedure

1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu Customer Relationship ManagementTransactionsBasicSettingsDefine Number Ranges

2. Mark the line Number Ranges for Sales Transactionsand choose Choose.

3. Choose Display Intervals.

If you find an existing interval with internal number assignment for example,interval with no. 01 you have nothing to do for this step and you can go back.

Proceed with the following activities (choose Backtwice, then choose Cancel).

If there is no such an interval you have to create it. Carry out the following steps:

1. Choose Back.

2. Choose Change intervals.

3. Choose Insert Interval.

4. Maintain the values in the dialog box as shown in the following table.

Maintain Number Range Intervals

Number range object CRM Sales Trans.Ranges

No 01

From number 0005000000

To number 0005999999

Current number 0

Ext

5. Choose Insert.

6. Choose Save.

7. Choose Backtwice.8. Choose Cancel to close the Choose Activityscreen.

Result

The number range for sales transactions is maintained.