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HOW TRANSACTION TYPE WORKS

Rohit Ranjan
Series How CRM Functionality Works 28-04-2011

Agenda

Definition Purpose Structure Customizing Steps Control Parameters & Basic Functions Customizing Screenshots

Navigation Paths for Customizing


Q&A

Definition

A transaction type specifies the characteristics and attributes of a business transaction (for example, sales order, service request, visit, etc,) and the control attributes (for example, partner determination procedure, text determination procedure, status profile, organizational data profile). A transaction type controls the processing of a specific business transaction. A business transaction type is assigned to one business transaction category (for example, activity, opportunity, sales, service). The business transaction category defines the business context in which a business transaction type can be used. Transaction type is similar to the document types in SAP SD.

SAP 2007 / Page 3

Important Business Transactions

SAP 2007 / Page 4

Purpose

A business transaction in SAP CRM portrays a business event.


You can enter items from different business contexts in one transaction. For example, you can enter product sales, complaint items and returns items in one transaction. Transactions are a flexible means to control and manage processes according to the company's requirements.

A business transaction provides business structures and functions that can be used in the various processes of a company, for example, in sales, marketing or service.

SAP 2007 / Page 5

General Structure of Transactions

Header General data, such as: Description, Priority Status , Sales Cycle Priority, Purchase order Number Pricing Procedure..

Business Partner
Item Material 1 Quantity Material 2 Quantity Service 1 Quantity

Item specific Data, such as: Pricing relevance Billing relevance ATP Relevance Confirmation Relevance..

Structure of Sales Transaction


Transactions are divided into 3 levels :Header level, Item level & Schedule line level HEADER
The header data contains the general data which are applicable for the entire document like Sold to party, Purchase order number etc

ITEM
The Item level contains data which is applicable only for the items (e.g.) Product number, Product Value, Item Quantity.

Schedule Line
The Schedule lines sub-divides an item according to the exact Delivery dates and Delivery quantity according to ATP check

Transaction: Customizing Header Define Transaction Types


Here we define the Business Transaction attributes & Characteristics Leading business Transaction category Control parameters for the document

Assign Business Transaction Categories


Here depending upon the Leading Business Transaction category we assign Additional Business Transaction categories. Sales, service, complaints.

Customizing at Header Level


Different settings according to Business Transaction Category

Assign Blocking Reasons


With respect to the Business Partner Status Over all block, Free Goods Block.

Allowed Channels for Transaction Types


Restricting the usage of Transactions to specific channels CRM Server, Interaction Center, Mobile sales.

Business Transaction Customizing Header

Leading Transaction category

All Profiles are set here according to the Business requirements

Assignment of Business Transaction Category

Business Transaction: Customizing Header

Allowed Channels for Transaction Types

Transaction: Customizing Item Define Item Category


Here we define Item attributes & Characteristics Controlling Attributes Item Object type

Assign Business Transaction Categories


Here we assign Business Transaction categories. Only certain combinations are possible

Customizing at Item Level


Different settings according to Business Transaction Category
SAP 2007 / Page 13

Business Transaction Customizing: Item

Assignment of Business Transaction Categories

Business Transaction: Customizing Item

Customizing Item Category Determination

TRANSACTION TYPE

Transaction ( TA )

+
ITEM CATEGORY GROUP ITEM CATEGORY USAGE MAIN ITEM CATEGORY
Product Master (NORM) Program

ITEM CATEGORY

( TAN )

SAP 2007 / Page 17

Customizing: Item Category Determination

Transaction Type Item Category Group ( Product Master )

Item Category

Copying Business Transactions

COPY
Copies Current Transaction document: Same Transaction Type

CREATE FOLLOW-UP

Header data and Item data copied Transaction history is not updated; no relationship to predecessor

Copies data from a Business Transaction We can choose the transaction type for the follow up Header Data is copied You can select items Transaction history is Updated
Prerequisite: We have to make the Customizing settings for Copy control

Transaction History/ Document Flow in Transactions


Transaction history allows you to display the inter linkages between Business Transactions at both Header & Item Level

The display of the transaction history is context-specific and depends on each transaction type CRM_COPY_BADI to create own copy routines Possible to navigate to linked transactions from transaction history, even to connected ECC system if ITS settings are maintained Subsequent referencing possible using object relationship profile

Customizing: Copy Control

Source

Target

Transaction Types

AG

General Control Detailed Data

TA

Source

Target

Item Categories

AGN
General Control Detailed Data

TAN

Item Category Determination

Source Item Source Source Category

AGN AGN ZAG1

Transaction Type Target Target

TAN TAN

Target Item category

TA

ZTA1

Copy Control: Customizing

Define Copying Control for Item Category

Define Copying Control for Transaction Type

Basic Functions & Control Parameters in Business Transactions


Text Determination Date Management Status Management

Incompleteness Check
Organization Determination Partner Processing Action Processing Credit Check Availability Check Product Substitution

Basic Functions in Transactions

These are the Basic Functions which can be set for a Business Transaction

Date Management

Date management enables you to process the dates that are relevant for you in one transaction

Examples of date types in business transactions:

Activity

Date type: Planned date: Actual date:

Date rule:

Current Date

Sales Contract

Contract start: Current Date Runtime: One Year Contract end: Contract start + validity period Call customer: Contract end two weeks

Date Management

Transaction Type

Item Category

Date Profile Which date types can I use? Which durations are included? What attributes have been given to the dates and durations? How are the dates determined (date rules)?

Status Management

User Status (Customer status)


Set by User Controlled by Status Profile Can be set manually or triggered by a process. Examples: Customer Action To Release Released Rejected Triggered

System Status (SAP standard status)


Its set Internally by the system It informs the completion of certain Business Transactions. Examples: Open In Processing Error Complete Distribution Lock

Status Profile

Transaction Type

Item Category

Status Profile Definition of User Status With or Without Status Number Transactional Control. Authorization Key

Status Profile

Incompleteness Check

The Incompleteness check, checks whether all necessary information is completed in a Transaction document. Example : Ext. Reference Field is a mandatory field in standard sales order

Follow Follow

up Transaction possible

up Transaction not possible

Incompleteness Check Customizing


You define which fields are mandatory for which transaction type and/or item category: Transaction Type/ Item category Business Partner Master data

Incompleteness group Transaction/item

Incompleteness Group Business Partner

Incompleteness Procedure Which fields are required entry fields? Which message type is involved (error or warning)? How does the system react (for example, is the status set to incomplete for delivery)?

Incompleteness Check: Customizing

Change History

The system can update change documents for transactions This allows you to display all changes made to a document, including:

What was changed (field, old value, new value)


Who made the change When (date and time) the change was made

You can decide for each transaction type whether change documents are updated.

Transaction Processing

Item Category Determination

SAP IMG Customer Relationship Management Transactions Basic Settings Define Item Category Determination

Copy Control

SAP IMG Customer Relationship Management Transactions Basic Settings Copying Control for Business Transactions Define Copying Control for Transaction Types

Transaction Processing

Transaction Types

SAP IMG Customer Relationship Management Transactions Basic Settings Define Transaction Types

Item Category

SAP IMG Customer Relationship Management Transactions Basic Settings Define Item Category

Questions

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