Sap Crm Steps

# Module Meaning/Definition

1 Create Region

2

3 Create Jobs

4 Maintain Position

5 Define Sales District

6 It is the geographical area where customers are located.

7 Sales Group

8 Define Division

9 Define Distribution Channel Divisions are different segments of the enterprise of the client.

10 Assignment Proceddure Are the different channels used to circulate the products.

11 Business Partners ( BP )

12 Sold-To Party ( SP )

13 Ship to Party ( SH ) Is the highest level of external business partner of a client.

14 Bill to Party ( BP ) Is the Goods receipient for the SP.

15 Payer ( PY ) Is the Bills Receipient for the SP.

16 Internal Person BP Is the Payer of bills for the purchases made by SP.

17 Holder Is any internal employee who is a holder of any position.

18 External Person BP

19 Contact Person

20 Organisation BP Is the person who represents the SOLD-TO Party.

21 Group BP

22 Industrial Customer

Regions are internal offices of the client. Region can be country, city, area etc.

Maintaining Organisational Department

Organisational department is the actual departmental hierarchy of the client.

Create Jobs helps one create all the sales jobs in an organisation inlcuding the CEO.

A set of employees working under the Sales Office directly dealing with the customer for Sales.

Connect all the Sales Districts, Division, Dist Channel etc. to the Root Organisation.

All entities Person or Organisation associated with the client is called a Business Partner.

Is any internal employee of a client who holds external business is treated as a Holder.

Is any person / individual who are sales prospects for the client is treated as external person BP

Any customer of the client who owns its own business is treated as Organisational BP.

Is the process of creating customer groups based on the nature and type.

23 Trading Customer

24 Number Ranges Is the customer who markets the product under its own brand name.

25

26 Authorisation Groups

27 External BP - Orgn Type

28 External BP - Person Type

29 Transportation Zone

30 BP Role

31 Assignment Proceddure

32

33 Extended Relatiohsip Management Linking all Internal Business Partners Created to Orgn Model

34 Territory Management The relationships between external business partners of a client.

35

Is the customer who purchases the client's products and uses it as a raw material / semi-finished product in its own product.

Groupings and Assigning No. Ranges

Identifies the number of BPs the company expects to have, both in terms of person and organisation.

Creates Groupings based on type of Business Partner and links it to the Number Range created above.

It identifies the Internal Form of authorisation group from one level (position) to another. Eg. CEO->VP->BDM->SO

It is the Organisation Type ( i.e. Individual ) External Business Partner of a client. Eg: X Inc.a corporate customer of Company ABC.

It is the Person Type ( i.e. Individual ) External Business Partner of a client. Eg: Ashish, an individual customer of Company ABC.

It is the Shipped to party zone/location where the client will deliver the goods.

BP Role identifies the category of BP. Eg : SP, SH, BP, PY, SE, COMPETITOR, CHANNEL PARTNER, DISTRIBUTOR etc>

Assigning Internal Business partners to Orgn Model Positions

Planning and allocation of Client's Internal Employees in a certain geographical area.

Purpose

Is the entity who receives the Bill on behalf of the SP.

When is it used during implementation?

This regions are internal departments in a client's organisation/company.

To create CEO and other Sales Positions in an organisation.

To create the Sales Hierarchy in an organisation. Eg: CEO-> VP-SALES-> TM -> SM -> S OFFICER

To define all the districts/places where Sales Offices will be located.

To identify every channel that will be used by the clent to move the goods from the plant to the customer.

All Sales positions / offices should be linked to the Root Orgn for effective control.

To identify each and every Sales Employee, Customer( person or orgn ) and their representatives.

An entity who places an order to a client is called a Sold-to Party.

Is the entity who is responsible for receiving the goods on behalf of the SP.

Is the entity who is responsible for making the payment for the purchase made by the SP.

All internal employees who are Holders ( explained below ) are called Internal BPs.

All the sales employees of the client are called Holders. It includes Sales Employees, Employee Responsible etc.

Each and every person who can be sold a product or can be a customer is called an external person BP.

To identify the Contact Person/s in the customer's organisation for communication.

Each and every Company that is the customer of the client is called Orgn BP.

To identify the different types of customers, eg: industrial, trading, occassional etc.

This customer uses the client's product as Raw Material or Semi-finished product.

To create Territory IDs based on Offset and Length.

This customer purchases the finished products and sells it under its own brand name.

To create a number range ( for the purpose of unique IDs for each BP depending upon their nature.)

To create Person and Orgn Grouping and link it to their repsective number ranges a/w description.

To identify positions that are authorised to instruct lower level positions in the client's orgn chart.

To Segregate all the client's customers into Orgn type and Person type. Eg: Wholesale and Retail.

To Segregate all the client's customers into Orgn type and Person type. Eg: Wholesale and Retail.

To identify and create the different zones where the goods' recceipients are located.

The Client needs to figure out the different Business Partners and their types associated.

All BPs created ( i.e. with names and positions ) should be linked to the Orgn Model.

To link SH, BP, PY and CP to the SP for each Orgn Business Partner Type.

Step-4 Step-5 Step-6 Step-7

Step-8

# Module Screen Step-1 Step-2

1 Create Region IMG SAP Netweaver General Settings

2 IMG Master Data

3 Create Jobs IMG Master Data

4 Maintain Position IMG Master Data

5 Define Sales District IMG Master Data

6 Define Division IMG Master Data

7 Define Distribution Channel IMG Master Data

8 Assignment Proceddure IMG Master Data

9 Define Number Ranges IMG SAP Business Partner

10 IMG SAP Business Partner

11 Define Authorisation Groups IMG SAP Business Partner

12 Define Business Partner Types IMG SAP Business Partner

13 Define Transport Zones IMG SAP Netweaver Application Server

14 IMG SAP Business Partner

15

16

Maintaining Organisational Department

Customer Relationship Management







Cross Application Components

Define Grouping and Assign Number Ranges




Define Field Grouping as per BP Role ( for analysis only )


Step-3 Step-4 Step-5 Step-6

Set Countries Insert Region

Organisational Model

Organisational Model Menu Bar

Organisational Model Rght Click Root Org

Define Sales District New Entries

Division Settings Define Deivision New Entries

Define Distribution Channel New Entries

Organisational Model

Business Partner Basic Settings Define Number Ranges

Business Partner Basic Settings New Entries

Business Partner Basic Settings Authorisation Management

Business Partner Basic Settings Business Partner Types Define Partner Types

Basic Services Address Management Maintain Transport Zones

Business Partner Basic Settings Field Groupings

Organisational Management

Create Organisational Model


Change Organisational Model




Organisational Data for Sales Scenario



Organisational Data for Sales Scenario



Transaction Code - PPOMA_CRM

Number Ranges and Groupings

Define Grouping and Assign Number Ranges

Maintain Authorisation Groups

Maintain Address & Person Number Range

Configure Field Attributes for BP Role

Step-7 Step-8

Edit Create Jobs

Create Position

Company Name ( Click) Attributes

Change Intervals

New Entries

Sap Crm Steps

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