SAP SD CRM Functional Course Contents

8/11/2019 SAP SD CRM Functional Course Contents

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EMMANUEL IT SOLUTIONS

Interactive or Demo Session (Day 1)SAP histroy and terminologyConsulting companies and partnership with SAPSAP products or solutionsERP - Indepth explanationIntroduction to SAP CRM

Interactive or Demo Session (Day 2)What is a Customer - Customer Relationship ManagementTypes o customerTypes o CRM or Appproches to CRMCRM !endorsSAP TechnologiesWhether SAP CRM is a "unctional or Technical or Techno-unctional Conclusion on o#erall training W$R$Tpractise% &o' recruitment and company re(uirements

Training Sessions will get started with the below topics

SAP C! C"#S$ C"%T$%TS&ase C'stomiation

Types o )ata * )ocument TypesAccount Management

CRM "unctions and Architecture+usiness Categories+P Roles and ,roupings)eining a new roles and hiding the standard rolesrgani.ation ManagementTerritory ManagementProduct Master

Acti#ity Management)ate ManagementText ManagementPartner ProcessingActionsPricing #er#iewTransaction ProcessingCRM +illingStatus Proile

!areting

Mar/eting Planning * Campaign Management

Campaign Automation

External 0ist Management

Segmentation o +usiness Partners

Personali.ed Mail "orms

0ead Management

1uestionnaires

Campaign * Campaign Automation

Sales

Territory Management

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pportunity Management

Status proile and code group proile

Special "unctions in (uotation and order management

Credit Management

Contract Management

Sales Cycle

Services

#er#iew o CRM ser#ice * products

Installed +ase

Resource Planning Tool

Proiciency Scales and (ualiication catalogue

Ser#ice order management 2integration with ECC3

Complaints and Returns

Warranty Management

1ualiication Re(uirements

Ser#ice Agreements% Contracts * plans

C! !iddleware

Middleware #er#iew

Administration Console

)ownload '&ects

Intergation 'etween ECC and CRM

+doc Types

Error handling and monitoring

Important T$codes or Middleware

C! #I con*ig'ration

Importance o We' 4I

+usiness role conigurationRole coniguration /ey

Authori.ation Roles

5a#igation 'ar proile

Acti#ating or deacti#ating wor/ centers

Wor/ center and na#igation lin/ creation

)irect lin/ group

0ogical lin/

Enhancing the product o#er#iew

C! A&AP e+pos're *or ,'nctional Cons'ltants

In-depth CRM Technical Architecture 2M!C3 * )atamodelne rder "ramewor/

A+AP )ictionary 2Important CRM Ta'les * "ields3

)esign 0ayer

Easy Enhancement wor/'ench

Application Enhancement Tool

Transaction 0auncher

"re(uently used +A)I6s and "unctional Modules in CRM

Important Ta'le and "ields used in CRM


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Pro-ect .orshop

Pro&ect 0andscape in detail 2)e#%1A%PR)3

Implementation Phases

Pro&ect Perperation

++P phase

Reali.ation phase"inal Preperation

,o li#e

Supporting process

Tic/eting Tools

"A16s

7ow to write unctional speciications

7ow to write test cases or E8E testing * "unctional unit testing 2"4T6s3

SAP SD Functional Course Contents

===========================

Introuctor! sessions

""""""""""""""""""""""""""""

2 interacti#e sessions $De%o&

I%'ortance o( SAP in current %ar)et in co%'arison *ith other a''lications

I%'ortance o( SD %oule alon *ith su, %oules

-o* SD %oule is interate *ith other %oules li)e ../ FIC0/ PP etc

Detaile iscussion on course contents

A session

ote"

0nl! aitional etails are 'ro#ie (or i%'ortant to'ics

5elo* liste course contents are not ehausti#e/ ne* to'ics on core SD as *ellinteration relate *ill ,e ae (ro% ti%e to ti%e

Da! to a! trainin sessions *ill ,e starte *ith the ,elo* course contents

SAP SD C"#S$ C"%T$%TS1 8nter'rise structure

2 Partner eter%ination 'roceure

3 .aster ata

Custo%er %aster ata

.aterial %aster ata

Custo%er %aterial in(or%ation recor

Conition %aster ata

4 Sales ocu%ent t!'es

Functionalit! o( a Sales Docu%ent !'e


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Functionalit! o( a Ite% Cateor!

Functionalit! o( a Scheule :ine Cateor!

; Pricin

Conition ta,les

Access se<uence Conition t!'e

Pricin 'roceure

'ricin 'roceure eter%ination

6 Free oos eter%ination

7 .aterial listin eclusion

> .aterial su,stitution or %aterial eter%ination

9 5ill o( %aterials $50.&

1? Re#enue account eter%ination

11 Creit %anae%ent

Denin creit control area

Assinin creit control area to co%'an! coe an sales area

Ris) cateories " creit rou's

.aintainin creit li%its (or custo%ers

12 Auto%atic creit control

13 S'ecial sales orer

Cash sale

Rush orer

14 0utline Aree%ents

Scheulin aree%ents

Contracts

1; Postin stoc) in the 'lant .aterial reser#ation

Sortin out all the 'ossi,le errors *hile 'ostin stoc)

16 Shi''in

Denin shi''in 'oint an assinin it to 'lant

Shi''in 'oint eter%ination


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17 Deli#er!

Creatin trans(er orer

8Bects o( 'ost oos issue $PI&

Deli#er! ocu%ent t!'es

1> In"co%'letion 'roceure

19 Co'!in controls

2? 5illin

Creatin in#oice Fiels in accountin ocu%ent

In#oice cancellation

Creit %e%o e,it e%o

Dene ,illin t!'es

In#oice correction re<uest

21 ariant conuration $su'er 50.&

Creatin characteristics class

Conuration 'role

De'enencies

De'enenc! t!'es

.aintainin De'enenc!

.aintain #ariant 'rice

22 Cross sellin

23 hir 'art! sales

24 A#aila,ilit! chec)

2; Consin%ent sales

26 Inter"co%'an! sales

SAP echnical A5AP e'osure (or (unctional consultants

""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""I%'ortance o( technical )no*lee (or (unctional consultants

Data Dictionar! I%'ortant ta,les an els *ill ,e iscusse

8nhance%ents Custo%er eists an 5usiness A inEs $5ADIs&

I%'ortant tcoes to chec) test ID0CEs

Proect Gor)sho'


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"""""""""""""""""""""""

I%'le%entation Phases

Proect Pre'aration

55P 'hase

RealiHation 'hase

Final Pre'arationo li#e

Su''ortin 'rocess

ic)etin ools

FAs

-o* to *rite (unctional s'ecications $FSDEs& an 5usiness Re<uire%ent Docu%ents

$5RDEs&

-o* to *rite test cases (or 828 testin Functional unit testin $FJs&


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SAP SD CRM Functional Course Contents

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