Functional Design Document.Activity Management
Functional Design Document
Table of Contents
Table of Contents...............................................................................................................................................2
Document Control.............................................................................................................................................5
Revision History.............................................................................................................................................5
Approvals...........................................................................................................................................................5
Author's Signature.........................................................................................................................................5
Management(s) Signature.............................................................................................................................5
Distribution List..............................................................................................................................................5
Reference Documents....................................................................................................................................5
Business Process................................................................................................................................................6
Functional Requirements Overview...................................................................................................................6
Functional Requirements...............................................................................................................................6
Impacted (check all required):.......................................................................................................................6
Systems required (check all required):...........................................................................................................7
Assumptions..................................................................................................................................................8
Configuration:....................................................................................................................................................9
ACTV -1: Removing unwanted Follow up transaction type for BP Task.........................................................9
ACT-6: Add Opportunities with Open Activities under Activities Sub Menu............................................11
ACT-7: Add Leads with Open Activities under Activities Sub Menu.........................................................11
ACT-10: Remove the following options under Activities Submenu..........................................................11
CRM UI.............................................................................................................................................................12
CRM Navigation...........................................................................................................................................12
Special Messaging........................................................................................................................................12
UI Screen Layout..........................................................................................................................................12
Reports............................................................................................................................................................13
Reports Overview.........................................................................................................................................13
Reports Detail..........................................................................................................................................13
Reports Description.................................................................................................................................13
Reports Scheduling..................................................................................................................................13
Dashboards......................................................................................................................................................14
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Functional Design Document
Dashboards Overview..................................................................................................................................14
Dashboards Detail....................................................................................................................................14
Dashboards Description...........................................................................................................................14
Dashboards Scheduling............................................................................................................................14
Integration.......................................................................................................................................................15
Integration Overview...............................................................................................................................15
External Systems, Files, Other Infrastructure...........................................................................................15
Security....................................................................................................................................................15
Workflow.................................................................................................................................................15
Dependencies..........................................................................................................................................15
Integration Overview...............................................................................................................................15
External Systems, Files, Other Infrastructure...........................................................................................15
Security....................................................................................................................................................15
Workflow.................................................................................................................................................15
Dependencies..........................................................................................................................................15
Conversions.....................................................................................................................................................16
Conversion Overview...................................................................................................................................16
Conversion Detail.....................................................................................................................................16
Conversion Description............................................................................................................................16
Conversion Mapping/Transformation......................................................................................................16
Enhancements.................................................................................................................................................17
Overview......................................................................................................................................................17
Description...................................................................................................................................................17
Enhancement Detail.....................................................................................................................................17
Dictionary Enhancement..............................................................................................................................17
Forms...............................................................................................................................................................18
Workflows........................................................................................................................................................18
Security............................................................................................................................................................18
Role for Security Enhancement................................................................................................................18
Language Translation Requirements................................................................................................................18
Language Translation Overview...................................................................................................................18
Language Translation Detail.....................................................................................................................18
Language Translation Documents............................................................................................................18
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Functional Design Document
Test Scenarios..................................................................................................................................................19
Test Scenario Description.............................................................................................................................19
Use Case...................................................................................................................................................19
Test data..................................................................................................................................................19
Transaction Flow......................................................................................................................................19
Appendix A.......................................................................................................................................................20
Additional Files & Supporting Documentation.............................................................................................20
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Functional Design Document
Document Control
Revision HistoryNo. Date (DD-MM-YYYY) Name Description1 1/14/2008 Sai Natakala Initial
Approvals
Author's Signature
Your signature verifies that this document complies with functional requirements and represents the intended scope of functional enhancements.
Name Signature Title/Department Date (DD-MM-YYYY)
Management(s) Signature
Your signature verifies you agree with the purpose and scope of this document, the document has been appropriately reviewed, and you understand and accept responsibility for any departmental assignments for your area.
Name Signature Title/Department Date (DD-MM-YYYY)
Distribution List
Name Role
Reference Documents
Document Name Location
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Functional Design Document
Business Process
Functional Requirements OverviewThis document covers the requirements related to Activity management business process for the Release 2 Run CRM Solution.
Functional Requirements
ACTV-1: Removing unwanted Follow up transaction type for BP Task
A business transaction TASK Y030 is configured to transaction types as a follow up transaction.
ACTV-1: Removing unwanted Follow up transaction type for BP Task
A business transaction TASK Y030 is configured to transaction types as a follow up transaction.
ACT-8 : Activities Search dropdown cleanup. Hide the following options:
- Trade Promotion
- Trade Promotion Description
- Financial Contract ID
- Responsible at Channel Partner
- Employee Resp. at Channel Partner First Name
- Employee Resp. at Channel Partner Last Name
ACT-9: For Activities:- Hide Questionnaires Assignment block- Hide Dates, Scheduled Actions and Referenced Objects For BP Tasks- Remove Questionnaires and Referenced Objects Assignment Blocks
Impacted (check all required):Configuration MarketingForms/ Email SalesEnhancement ServiceReportsDashboardsInterfacesConversionWorkflow
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Functional Design Document
LanguageSecurityThird Party VendorOther ______________
Systems required (check all required): SAP CRM SAP Web Dispatcher SAP ERP FTP/sFTP SAP BCM SAP Web Application Servder SAP Xcelceus SAP BW SAP Solution Manager Other _________________________
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Functional Design Document
AssumptionsNo. Assumption Validated By Validation
DateRegion County Issue/Gaps
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Functional Design Document
Configuration:
ACTV -1: Removing unwanted Follow up transaction type for BP Task
The transactional processing system is currently configured for the Task Y030.
Process Steps:
1. Logon Web UI using user id sales_man and welcome password.
2. Create an Activity TASK, select ‘more’ button and select follow up option.
The below screen will show the Recommended Activity for the task Y030.
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Functional Design Document
Table for follow-up transactions of Transaction type BP Task (Y030).
S.No Description Transaction type
1 BP Opportunity Y0022 BP MKT Out bound E-Mail Y0053 BP Interaction log Y0074 BP E-Mail Y0105 BP Visit with PROD Y0206 BP IC Activity Y1107 BP Complaints YCOM8 BP Confirmation(SME) YECO9 CRM Quotation YAG10 BP IC Lead YLED11 BP Service Request ICSS YCSS12 BP Service Order YESV13 BP Service Contract using SLA (SME) YESC14 BP Service order Quotation(SME) YEOQ15 BP Lead YLD16 BP Tele sales YTSA17 BP IC Service Order YSVO18 Order YTA19 Order YTA1
Configuration Technical Details:1. The transaction type configured for BP Task is Y030 as a source transaction type.2. Check the transactions to the source transaction type mentioned in the above Table for
follow-up transactions of Transaction type BP Task (Y030).
Configuration Documentation: (This Section will be updated after Build and Unit Test Completed).
1. Access the activity using one of the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Basic SettingsTransaction->Copy Control for Transaction types->Define Copying Control for Transaction Types.
1. Select NEW ENTRIES.2. Select Source Transaction as Y030 and Target transaction type as BP Opportunity
(Y002).3. Save the Entry.4. And follow the same procedure for the transaction types maintained in the
above table Table for follow-up transactions of Transaction type BP Task (Y030)
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Functional Design Document
ACT-6: Add Opportunities with Open Activities under Activities Sub Menu.
Add the second level Navigation to Work center Activities in Navigation Bar.
Log on to Webclient. On the Navigation Bar, Activities work center the submenu
Opportunity with open activities will be shown.
Procedure:
Transaction code CRMC_UI_PROFILE
SAP CRM IMG menu Customer Relationship Management Business RolesDefine Business Role
Select your business role and click on Adjust Work Centers and assign the work center Activities and click on Adjust Work Center Group Links and make Opportunities with open activities as visible and in menu.
ACT-7: Add Leads with Open Activities under Activities Sub Menu
Add the second level Navigation to Work center Activities in Navigation Bar.
Log on to Webclient. On the Navigation Bar, Activities work center the submenu Leads with Open Activities will be shown.
Procedure:
Transaction code CRMC_UI_PROFILE
SAP CRM IMG menu Customer Relationship Management Business RolesDefine Business Role
Select your business role and click on Adjust Work Centers and assign the work center Activities and click on Adjust Work Center Group Links and make Leads with Open Activities as visible and in menu.
ACT-10: Remove the following options under Activities Submenu.
Log on to Webclient. On the Navigation Bar, Activities work center the submenu leads with Open Activities and Opportunity with open activities will not be shown.
ACT-8 : Activities Search dropdown cleanup. Hide the following options:
- Trade Promotion
- Trade Promotion Description
- Financial Contract ID
- Responsible at Channel Partner
- Employee Resp. at Channel Partner First Name
- Employee Resp. at Channel Partner Last Name
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Functional Design Document
Transaction code BSP_WD_CMPWB
Component BT126S_APPT
Select The View ‘ApptSQ’ Select Configuration and Make the changes and save the configurations.
ACT-9: For Activities:- Hide Questionnaires Assignment block- Hide Dates, Scheduled Actions and Referenced Objects For BP Tasks- Remove Questionnaires and Referenced Objects Assignment Blocks
Transaction code BSP_WD_CMPWB
Component BT126S_APPT
Select The View ‘ApptSR’ Select Configuration and Make the changes and save the configurations.
CRM UI None
CRM Navigation
<Enter UI Navigation>
Special Messaging
<Enter Special Messaging>
UI Screen Layout
Screen Logic
None
Roles
This configuration will be done for all roles.
Integration Points
None
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Functional Design Document
ReportsNone
Reports Overview
Reports Detail
Reports Description
Reports Scheduling
13
Functional Design Document
DashboardsNone
Dashboards Overview
Dashboards Detail
Dashboards Description
Dashboards Scheduling
14
Functional Design Document
IntegrationNone
Integration Overview
External Systems, Files, Other Infrastructure
Security
Workflow
Dependencies
Integration Overview
External Systems, Files, Other Infrastructure
Security
Workflow
Dependencies
15
Functional Design Document
ConversionsNone
Conversion Overview
Conversion Detail
Conversion Description
Conversion Mapping/Transformation
16
Functional Design Document
EnhancementsNone
Overview
Description
Enhancement Detail
Dictionary Enhancement
17
Functional Design Document
FormsNone
WorkflowsNone
Security
Role for Security Enhancement
Role
Security Description
Security Access
Language Translation Requirements None
Language Translation Overview
Language Translation Detail
Language Translation Documents
18
Functional Design Document
Test Scenarios
Test Scenario Description
Use Case
Test data
Transaction Flow
19
Functional Design Document
Appendix A
Additional Files & Supporting Documentation
20
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