Since there is no formal book available for SAP CRM Pricing , then how do you ramp-up using the available materials. The idea looks pretty daunting but using this learning map , you get exposed to a learning map. The learning map goes like this

  • Functional Knowledge: The configuration of pricing is a very big skill in itself. To conquer this, you need to to a have formal material in your hand. I chose to use this book. You may also choose to use another book or alternate material but there is no way you conquer pricing without knowing the basic functional configuration of pricing. Now the literature on SAP CRM pricing is limited so feel free to pick SAP SD Pricing configuration guide/book and do a comparative study of both to enhance your knowledge.
  • Internet Pricing Configurator(IPC): The pricing engine in SAP CRM is IPC. Without knowing this it is very difficult to conquer the pricing. Pricing engine contains Pricing , Tax and Configuration Engine. Also should have understanding of Virtual Machine Container(VMC) which is a part of Application Server ABAP. What do we do in IPC ? There are many things we do in IPC. Primarily all custom routines which are implemented in ECC SD have to be re-implemented in IPC. Since IPC is Java based , hence you need to have knowledge of JAVA , NWDS and NWDI. There are restrictions as to what Java based functionality you can use in IPC. To know more details , please download this document. This would explain you everything related to IPC. The document is a treatise and would help you to ramp-up on all topics in SAP IPC. This document was delivered with a SAP Note.

        Also you can refer to this website.

This diagram illustrates the Development Infrastructure used in IPC

Capture.PNG

The development process in Java is illustrated below ( holds good for IPC Java developments as well)

Capture.PNG

The ABAP & JAVA development process is compared

Capture.PNG

 

  • ABAP Based Developments for pricing: Though there are somethings which are missing in this blog, yet this blog is an absolute must for beginners. The ABAP based developments are covered and that part is sufficient.
  • Tools to analyze pricing: There are some excellent tools available to analyze pricing in SAP CRM.Check the attachment in the note . You would need the access to Service Market Place. The following paramters are used in SAP CRM/IPC analysis.

Capture.PNG

  • Middleware: The mass generation of following types of objects could be done
      • Price determination relevantconditions (PR , BO and FG) -These conditions control the price determination when the trade promotion is executed or the sales order is executed.
      • Conditions used in campaign determination (CD) -These conditions control thecampaign determination when the trade promotion is executed.

     The transation CND_MASS_GEN_OBJECTS is used to generate the objects these objects

Capture.PNG

 

With this learning map at least you would  have more than the basic idea about pricing from customization, IPC from its infrastructure, development and other related areads and CRM Pricing Analysis tools. Enough to get started.

 

It took me a lot of effort ( actually effort of colleagues who ramped me up as well ) and a lot of persistence to gain a foothold in this area. Went through lots of materials available in the internet and then could narrow down the list to these documents/books. In the interest of people , let this blog be a placeholder for learning SAP CRM Pricing and Internet Pricing Configurator resources. We can add the resources if we want to add.

 

If you believe if something is missing please mention it in the comments and hopefully me or someone else will be able to modify the blog to capture the information.

 

Selected Blogs from SAP SCN which may be of interest

  1. Blog1
  2. Blog2
  3. Blog3
  4. Customizing Download
  5. IPC Java User Exit Development
  6. IPC Java User Exit Advanced
  7. Update Pricing in SAP CRM & SAP ECC
  8. Debugging Java Based IPC user Exit part1
  9. Debugging Java Based IPC user Exit part 2

You would wonder why the hell is he publishing a book review of a SAP SD topic in CRM area. The reason is very simple. There were no books available for pricing in SAP CRM area hence I decided to accelerate my learning by purchasing this book. In fact if you have worked on projects which have a CRM and ECC integration using CRM Middleware , then most of the customizing is downloaded from ECC system to CRM, so learning SD customizations for Pricing makes perfect sense.Since I am currently working in one such project , I had a good use case to use the knowledge that I would gain from this.

 

I found the book a must read for any body who doesn't have an extensive SAP Pricing experience and would like to ramp-up quickly in this area. The books claims to help you with these points

  • Understand the complete pricing solution from SAP

If you are working in SAP SD , then this statement completely holds true. This is a very good book to understand the pricing from SAP point of view. Exposes you to almost every thing related to pricing. Also exposes you to Variant Configuration and Internet Pricing .  But from a SAP CRM point of view, this would expose you only with the configuration ( which is good ) and not anything else ( which is also not the core constituency ) of the book. The book also details the User Exits which are used in SD Pricing and Routines which needs to be developed. If you are looking for a formal introduction to pricing configurations , condition techniques and various intricate details of pricing configurations then this part is satisfactory. There are finer details which is difficult to pick but this book exposes to you with that.

  • Master Pricing with Materials Management and Sales & Distribution, as well as condition technique and industry-specific coverage

Though I did go through MM Pricing portions but they were not relevant to my study hence I would not provide any review on it. Now coming to Sales&Distribution pricing. Provides a very detailed analysis on pricing , condition techniques , special topics in pricing , pricing performance enhancement and data migration and cutover planning.An example that I liked very much is it is using the pricing enhancements only that we make sure if a condition record is fetched using a particular access then no further records are fetched.It is always mentioned in topics that once a condition record is fetched using an access no further search is made but that is not possible without a customization. This book exposes you many such small details which is very necessary for real life scenarios. There are many topics which you don't come across until you have very high exposure to SD Pricing for e.g. there are certain checks which happen on header level fields which would help optimize pricing.

  • Explore case studies and practical, real life examples and throughput.

The book uses examples to build upon the concepts. And also it goes from a simple concept to build upon the composite topics. For e.g. the condition type customizing would determine if scale based pricing is to be maintained and quantity conversion details. Once you go through this you would appreciate smaller details like this. It is this practical approach that helped a noob like me to pick the concepts faster. Actually once you see the examples in this book , you would start noticing smaller artifacts in your project system as well.

 

This book can be used to in many stages. First to get acquainted , them to familiarize and then to gain expertise. That also means that if you are newbie then you may have to read the books multiple times. This is a very good guide for any one and every one who is looking to make a serious career in Pricing. Why ? because you have to start some where and this is an excellent starting point. CRM consultants may argue that it doesn't topics such as IPC , customizations specific to CRM but then there is no book on that at present and hence this would be a launch pad.

 

My verdict : Must read and must be read many times.

Kavindra Joshi

The Report Card

Posted by Kavindra Joshi Aug 5, 2014

I have written this blog on Feb 2nd , 2012( http://scn.sap.com/people/kavindra.joshi/blog/2012/02/02/scn-active-contributor-silver )and 2.5 years after that I sought to review the promises that i have made publicly.I had put a sticky notes on my personal laptop one for short term goals and another for long term goals.

 

The goals were following

  • SAP  CRM Sales
  • SAP CRM Services
  • SAP CRM Marketing
  • SAP CRM IPC
  • SAP Interaction Center
  • SAP Business Partner
  • PFCG & ACE
  • SAP CRM Middleware
  • SAP ECC SD
  • SAP ECC FICO
  • SAP CRM BCM and Contact Center
  • SAP Variant Configuration
  • SAP ECC Pricing in SD
  • SAP CRM WebServices
  • SAP Solution Manager & ITSM process

 

 

I am very happy to say that apart form ECC FICO , I at least managed to lay my hand on most of the topics. CRM Service & Middleware are the only areas, that i have not been able to complete to my satisfaction. I had ordered SAP Press Books ( I would publish my reviews on them). I had ordered a book for ERP SD and read most portions of it and managed to understand the sales process , customizing and logistics process.I could de-clutter the following

 

 

  • Frameworks such as One Order, Marketing etc and touch upon areas such as Service & Marketing.
  • CRM middleware or how does a CRM system talk to ERP or a third party software
  • All areas in WebUI
  • PFCG & Access Control Engines.These are the backroom boys which restrict my access to links.( I hate them actually hence would like to conquer them).
  • Business Use of CRM.
  • Mobile CRM ( one of my friend has promised me to introduce this concept).
  • Consuming Web Services in SAP CRM
  • Sales & Distribution Module of SAP ECC as this is the back bone of order processing in SAP world.

             In the non-CRM areas i would like to fine tune my knowledge in the following areas

  • Web Services in general and in the SAP world doing some hands on this.

 

Some of my learning would get disseminated in the form of blogs( they are pending items on my list). I am currently working on them would publish them one by one.

Hasan Zubairi

Enterprise Search

Posted by Hasan Zubairi Aug 5, 2014

My grandmother once gave me some valuable advice about not being too shy to ask people for what I wanted, “Don’t be afraid to ask. The worst that can happen is they’ll just say no.” In my case – as a seven year old – I wanted a cute puppy dog. (Note: I eventually got that puppy dog – and he eventually chewed up all my shoes, clothes, and toys. Strangely though, I could never convince him to eat my school homework.)

 

SAP also provides a way for customers to ask for things. The SAP Influence Programs offer three channels for customers to provide direct input to help influence SAP’s products and solutions.

 

  • SAP Advisory Councils invite lighthouse customers and thought leaders to work with SAP to shape the future direction of SAP products and strategy.
  • Customer Engagement Initiatives offer SAP customers the chance to collaborate with SAP on the development and testing of new products and solutions in the pipeline.
  • Customer Connection topics invite customers to help improve existing SAP products that customers are already using by suggesting and voting on ideas for improvements.

 

SAP typically has multiple Advisory Councils, Customer Engagement Initiatives (CEIs), and Customer Connection focus topics running in parallel.

 

SAP recently wrapped up a Customer Connection focus topic dedicated to Usability of CRM WebClient User Interface(UI). Customers from around the world submitted thirty-eight different ideas for improvements, of which twenty-four were recently delivered. Among some of the cool new enhancements are things like:

 

  • Automatic “save”
  • Cancel a running search
  • Ability to include colors in result lists
  • Custom logos for business roles
  • Improvements to the email editor
  • And many, many more…

 

And the best news? All of these features are available for immediate use (via SAP Notes) for select existing CRM versions! No need to wait for a future enhancement package.


Check out the presentation and/or watch a recording of the presentation showing all the new features!

 

And don’t miss your chance to participate in the next round of enhancements in the next cycle for Customer Connection for CRM to begin at end of August. Click here to sign up for the Aug 28 kick-off meeting!

 

 

Follow me on my blog at http://scn.sap.com/people/john.burton/blog

Is anyone puzzled that CRM enterprise search could not consider attachment in its search scope? The good news is, from CRM 7.0 Ehp3 SP02, attachment information such as content, name, description, file name could also be considered when executing ES, furthermore matched attachments are indicated on the search result view! Sound interesting, right? Now let me give you a brief introduction about this new feature and how to enable it.

 

1 Enterprise search in business object attachments, how it works

Besides other normal attributes of a business object, we now include its attachments in ES. Taking account simple search for example, if account A has several attachments, and some of their content contain the key word "kw_acc02", when searching for accounts with key word "kw_acc02", the account A could be searched out in result view, and an additional column "Matched Attachments" shows an icon indicating that there are attachments matching the search key word, with a tool tip indicating the exact number of matched attachments.

If there are no matched attachment, the column "Matched Attachments" would be empty. The new feature does not affect original ES functionality.

picture1.png

Matched Attachments can be opened directly by clicking the icon. If there are more than one attachment, a list of them would be popped up.

picture2.png

picture3.png

Not only attachment content is supported in the search, but also its name, description and file name are supported too. Please note that for binary attachment such as video, audio and picture, only its name, description and file name are supported. Attachment content search is supported for most of common text based format such as .txt, .doc, .pdf, .xls, .ppt and etc.

 

2 How to enable search in attachment for standard supported business objects

Search in attachment is available for  the following business objects: accounts, contacts, activities, opportunities and installed bases in standard delivery.

The overall feature can be switched on/off by BF CRM_ES_BY_ATTACHMENT. Besides this, enabling is also supported on individual business object type level. Following configuration path: Customer Relationship Management->UI Framework->Enterprise Search Integration->Enable Search in Business Object Attachments, you can enable a specific object type by checking the "Searchable" field.

picture4.png

Upon saving after you change the "Searchable" field, you will be prompted to schedule a full indexing job for the corresponding application model connectors in Connector Administration Cockpit, this is to make attachment data indexed on TREX side. Another important point is that, matched attachments display on ES result view is based on virtual model which is a special kind of ES model, therefore you must also create a corresponding virtual model connector in the Connector Administration Cockpit as well. For detail information, you could refer to its IMG activity documentation.

 

3 How to enable search in attachment for other business objects

Customer is capable to enhance other business objects to support search in attachment other than the objects listed above on its own business need. Note 1950354 provides guide for this enhancement, and from Note 1949699 you can get the list of business objects that can be enabled with the search in attachment function. Additionally, enablement for ICM case is described separately in note 1944566, and that of product and individual object is in note 1960753.

 

That's the main functions of this feature, if you are interested, you can start with note 1977197. Hopefully you'll enjoy it!

Your questions and suggestions are always welcome!^-^

 

Best Regard

Song

Finally the professional edition of

desktop connection

is ready for shipment.

 

This version covers a complete set of main functionality which are:

Accounts  

create, maintain and delete of accounts and the corresponding

 

Contacts    

Maintain, create and delete to keep data consistent and actual

 

Mails

Sharing of incoming and outgoing mails

Appointments

Sharing appointments and meetings

 

Tasks

Sharing personal tasks to structure your work

 

With this solution you ca easily enable your sales force to do around 80% of their daily work directly out of Microsoft(R) Outlook. Keeping collegues up-to-date providing most actual information and keep you dta in order in the backend.

Still the solution is free of charge for all existing CRM customers.

Further information can be found here.

At the end of this year an enterprise edition is planned which focuses maily on

  • Recurring appointments
  • Leads
  • Opportunities
  • and extensibility

CRM Actions are really usefull functionality when we need running some codes in specific conditions. We have lots of options on customize conditions.

CRM consultants are of course familier with action customizing.

 

We are defining our action profiles then defining conditions. We can define start or schedule conditon. System is allowing standart parameters based on object type.

 

But what if we have z-fields and we want to use these fields in condition?

We will do below steps:

1- Create your parameter in condition definition page.

 

It's really easy to define new parameter. There is a create button bottom right side.

 

You can use order structure and field as reference.

 

After defining your parameter you can use this parameter in your condition.


2- Create an implementation on badi CONTAINER_PPF to set your parameter.

This badi has a filter on business object (eg:BUS2000116 for CRM service process)

Here some code patterns,

 

* ------- Get the order GUID ----------
   call method ci_container->get_value
     exporting
       element_name = 'BUSINESSOBJECT'
     importing
       data         = ls_object.

   lv_guid = ls_object-instid.
   append lv_guid to lv_headerguid.

* ----- Get the Parameters from container
   call method ci_parameter->get_values
     receiving
       values = lt_value.


you can use 'CRM_ORDER_READ' function to read order details.


and finally you can set a specific custom field. It's important element name should be your parameter name.


call method ci_parameter->set_value
         exporting
           element_name = 'Z_DAGITIMSIRKETI'
           data         = ls_orderadm_h-zzafld000060
         receiving
           retcode      = lv_return.

 



ComponentSuuport Pachage
BBPCRMSAPKU70204
SAP_ABASAPKA73105
SAP_BASISSAPKB73105
WEBCUIFSAPK-73105INWEBCUIF

 

The scnenario

 

We want to redetermine all the conditions of sales orders without modifying any data which forces the pricing redetermination (PRICE_DATE, STATUS, etc.)

Should we use BOL to perform mass changes?

 

Well, IMHO you shouldn't use the BOL to manage large amount of data, why? Well, that's a good question, in theory less amount of software layers, better performance, but one reason why I would choose an API instead of BOL is using aRFC to improve the performance via parallelization, as you already know you must initialize the BOL core and load the specific sets for each aRFC, so I don't believe this is the right path, but if don't agree with my view I will be more than happy to discuss even change this lines

 

Then, Why we should use BOL?

 

BOL has numerous advantages, modern/uniform layer to access data, tools for modelling, etc. my intention is not enter in detail why we should or not using BOL, but I think a very brief overview will situate you for what comes next.

 

We should use BOL, some times, because there's no other option, and my example is one of those cases, there's no complete API to redetermine conditions. If you want to develop this functionality you should trace all the FM involved in during the process and put all the pieces together (for more  detail, I would suggest to trace the stack until  the FM PRC_PD_ITEM_UPDATE_MULTI or PRC_PD_ITEM_UPDATE is triggered), the problem is you are decoupling the logic in the GENIL layer or in the controller of the CRMD_ORDER into a custom spot, like a report, the logic decoupled is how the standard works right here, right now, but guess what, SP and ehp will come, and new FM can be included/excluded bugs fixed, etc. and your code will remind the same, so you must take an eye every time you apply a note, sp or ehp, from my point of view this is a huge waste of time.

cookie-monster-wtf-is-this.jpg

 

The small reward

 

Here is the sample of the code as reward to bear all my "philosophical" stuff, keep in mind this is just a sample use it with care.

 

 

DATA: lt_param TYPE crmt_name_value_pair_tab.
DATA: lv_error_w TYPE string,
        lv_object_id_w  TYPE string.
DATA: lo_bol_core  TYPE REF TO cl_crm_bol_core,
        lo_query     TYPE REF TO cl_crm_bol_query_service,
        lo_result    TYPE REF TO if_bol_entity_col,
        lo_entity    TYPE REF TO cl_crm_bol_entity,
        lo_col       TYPE REF TO if_bol_entity_col,
        lo_bol_trans TYPE REF TO if_bol_transaction_context.
DATA: lv_bpath_query TYPE string.
FIELD-SYMBOLS: <ls_param>  LIKE LINE OF lt_param.
lo_bol_core = cl_crm_bol_core=>get_instance( ).
lo_bol_core->start_up( iv_appl_name = 'ONEORDER' ).
lo_query = cl_crm_bol_query_service=>get_instance( 'BTQuery1O' ).
lo_query->set_property( EXPORTING iv_attr_name =   'OBJECT_ID'
                                    iv_value     = lv_object_id_w  ).
lo_result = lo_query->get_query_result( ).
TRY.
      IF lo_result->size( ) EQ 0.
*     Error handling
      ENDIF.
      lo_entity  = lo_result->get_first( ).
      IF lo_entity->lock( ) EQ abap_false.
*     Error handling
      ENDIF.
    CATCH cx_sy_move_cast_error.
*   Error handling
ENDTRY.
lv_bpath_query  = `./BTOrderHeader/BTHeaderPridoc/CondHSetRel/*$`.
lo_col = lo_entity->get_related_entities_by_bpath( iv_bpath_statement =  lv_bpath_query ).
IF lo_col->size( ) EQ 0.
*  Error handling
ENDIF.
lo_entity ?= lo_col->get_first( ).
CLEAR lt_param.
APPEND INITIAL LINE TO lt_param ASSIGNING <ls_param>.
<ls_param>-name  = 'RETAIN_MANUAL_CONDITIONS'.
<ls_param>-value = abap_true.
TRY.
      lo_entity->execute( iv_method_name = 'Update' it_param = lt_param ).
      lo_bol_core->modify( ).
      lo_bol_trans = lo_bol_core->get_transaction( ).
      lo_bol_trans->save( ).
      lo_bol_trans->commit( ).
      lo_bol_core->reset( EXPORTING iv_include_bal_reset = abap_true ).
    CATCH: cx_crm_genil_model_error cx_crm_bol_meth_exec_failed.
*   Error handling
ENDTRY.





If you want to redetermine the conditions at item level you can use the following BPath: ./BTOrderHeader/BTHeaderPridoc/CondItemSetRel/*$ and loop at the collection executing the method for each entity (CondISet), one nice thing to considerer is the entity CondISet has the attribute ITEM_NO, well don't let the name confuse you, that's the item GUID (CRMD_ORDERADM_I-GUID)


Cheers!


Luis

Client-based groupware integration enables you to synchronize tasks, appointments, and contacts between Microsoft Outlook or IBM Lotus Notes and SAP CRM so that you can access from the groupware client all data that has been created in an SAP CRM application.


Data can be synchronized in both directions.

Automatic synchronization can be enabled, allowing users to seamlessly work without the extra task of synching their calendar data every day.

 

Supportability.

Before installing the software, pay close attention to the prerequisites and the supportability of Email clients and version

Lotus Notes 9 is not yet supported. Expected to be supported by late 2014.

 

MS Office 2003, 2007, 2010 & 2013 (32 bit) are all supported

 

Lotus Notes (6.5, 7.0, 7.5, 8.0, 8.5 till 8.5.3) – 32 bit

(Note: LN 9 is not yet supported. Expected late 2014)

 

Example of prerequisite check during installation -

prereq.JPG

 

After installing on MS Outlook a new Menu item will appear. This is the AddIn. See below....

 

GWIhome.JPG

 

 

Key features

 

  • Determination of Relevant Items for Synchronization

 

The synchronization settings made by the administrator in Customizing influence which items are synchronized.

 

  • Conflict Handling

 

Administrators (and business users, if allowed) can define which items automatically have priority in cases of conflict

conflicts.JPG

 

 

  • Relate to SAP CRM Add-In (Microsoft Outlook Only)

 

Allows user to classify an item as relevant to SAP CRM. If not then item will not be synched to CRM.

 

 

  • Auto Synchronization

autosynch.JPG

  • Synchronization of Attachments
  • Single Sign-On

 

 

Documentation

Documentation for 10.30 Client-based Groupware Integration is available on  SAP Help Portal for all CRM 2007, CRM 7.0, CRM 7.0 EHP1 and CRM 7.0 EHP2  releases.

"Client Groupware Integration 10.30: Functional Guide" and
"Client Groupware Integration 10.30: Inst. and Config. Guide" are available on
Service Market Place for CRM 2007 and CRM 7.0 releases (including Enhancement Packages).

 

 

  1. Go to https://service.sap.com/crm-inst
  2. Select a CRM release applicable for you

 

  • For SAP CRM 7.0 and 7.0 Enhancement Packages:
      Installation Guide is available under "Install"

          Functional Guide is available under "Operate"

  • For SAP CRM 2007 (CRM 6.0):

          Both the guides are available under "CRM Standalone and Addon Components"

 

Latest Version

The latest version is 10.30 SP02 Patch 02 (10.30.02.02)

Refer to SAP Note 1997853

What is WeChat?

 

WeChat is a free mobile social media App from Tecent Corp., China.  With WeChat, mobile users can send text/voice/image/video messages to their friends, groups, for free.

 

WeChat also provides public platform where companies can have their service accounts or subscription accounts here to serve and collaborate with their customers / end users. WeChat public platform also has payment, sharing, message pushing etc functions integrated.

 

Until Nov. 2013, WeChat already had more than 600million users globally, and is one of the biggest mobile user traffic entry point.

 

For details of WeChat, refer to their website: http://www.wechat.com/en/

 

Recently, the demand from customers to have WeChat and SAP CRM system integrated is keeping increasing. Therefore, I'm writing this blog to show some scenarios that can be realized via WeChat and SAP CRM integration.

 

What are the Demo Scenarios?

 

Following 6 scenarios will be demoed in the video:

  • Contacts and Memberships Management via WeChat
    • A WeChat user follows a company's WeChat Service Account
    • An individual account and a membership is created in SAP CRM and the membership ID is returned back to the WeChat user
    • WeChat user can update their personal information via WeChat directly
    • WeChat user can check their membership information anytime on WeChat

 

  • Support O2O via guiding user traffic between WeChat and other channels (like Call Center, e-commerce, physical stores, etc).
    • Show the products defined in SAP CRM on user's WeChat, and WeChat user can navigate to see the product details (possiblity to integrate with e-commerce platform here)
    • Click from WeChat to call the sales hotline
    • Check status of their sales orders on WeChat via menu or voice messages
    • Check the shops nearby

 

  • Self-service (e.g. register product, check order status, etc)
    • Register product via self-service
    • Check the user's registered product on WeChat
    • Check Service order status via menu or voice messages

 

  • Online service via communication with service agents
    • WeChat user to communicate with Interaction Center agent via text/image/voice messages

 

  • Support marketing campaigns via WeChat (to all or some of your WeChat followers).
    • Use WeChat as a channel for marketing compaigns
    • WeChat user can choose to join a compaign or not and target group will be maintained automatically
    • WeChat user can check latest promotions/marketing events anytime on WeChat
    • Send personalized information to selected WeChat users
    • WeChat user can check their vouchers anytime on WeChat

 

  • Analysis of WeChat user behaviors.
    • Analyze usages of any WeChat menu item over different periods of time
    • Analyze usages of different WeChat menu items to optimize the WeChat functions

 

Demo

 

Following is the demo on YouTube.com.

 

 

If YouTube.com is not accessable in your country, you can use the following link on Youku.com

http://v.youku.com/v_show/id_XNzIyMzg1NjAw.html

Summary


Following is a summary of WeChat Integration demo scenarios:

Scenario.JPG

Objective: If there are multiple opportunity types are active in the CRM then while creating the opportunity systems gives a pop-up window to select the opportunity type. By following the steps below we can assign the default opportunity type for a business role.

Note: This document I have created referring to a solution provided in the SDN thread https://scn.sap.com/thread/864355.

 

1.JPG

 

Click on Opportunity.

 

2.JPG

 

Here we can see the 3 opp. Types, now the requirement is to set the default opportunity type depending on the business role.

 

1: Create Logical Links:

First identify the logical link of the opportunity, as for the opportunity standard logical link is ‘SLS-OPP-CR’.

Now execute the transaction ‘CRMC_UI_NBLINKS: Define Navigation Bar Profile’

 

 

3.JPG

 

Double click on Define logical link and then select the ‘SLS-OPP-CR’ link and click on Copy icon.

 

4.JPG

 

Provide the logical Link ID starting with ‘Z’ here we will use link as ‘ZRN-OPP-CR’. In the parameter enter the opportunity transaction type which we want to call and in the class enter the class name as ‘CL_CRM_IC_NAV_BTCREATE’ and save the link.

 

 

2: Define work center link Groups:

 

5.JPG

 

Select the group id ‘SLS-OPP-CR’ and copy to ‘ZRN-OPP-CR’.

 

3: Assign Links to work center link group:

 

6.JPG

 

Select the newly created Group ID and double click on Assign links to work center link group.

 

7.JPG

 

Add the logical link in the work center link group and save.

 

4: Assing the work center link group to Work center:

 

8.JPG

Select the existing work center ZSLS-HOME and double click on Assign work center link group to work center.

 

9.JPG

 

Add the new created group ID at the required positions.

5: Enable the logical link at business role: Transaction ‘CRMC_UI_PROFILE’.

 

10.JPG

 

Select the business role and double click on adjust work center and then make the newly created link as visible.

Now test the web page by creating the opportunity

 

 

11.JPG

Now system has not given any pop up, by this way we can assing the default transaction type to a business role.

 

 

Regards,

Zafar

Two of the most common question from users where they are dealing with Partner Determination issues are “Why are the partner not been re-determined after I changed other partner in the document?” and “Why is partner re-determination not available for all the kind of transaction types?”.

 

For the first one, it is very important to clarify that users are able to change partners as many times as they want and, of course, if this partner function has been set to allow changes through the partner determination procedure. However, it doesn’t mean that all the other partners will be re-determined in the document.

 

Partner Re-determination is a process that will be automatically triggered for specific transaction types (here you will find the answer to the second most common question I’ve heard), and for other you can use “Propose Alternatives” button. If you want to learn more about  the pre-requisites and settings needed for partner re-determination, please click here.

 

In the next coming weeks, I will be posting more challenges on this process and how overcome them.

Dear friends,

 

Thanks a lot for being intersted in SAP CRM social media integration solution, now our latest release EHP03 SP04 is released to market, you can download and try it out in case you are intersted.

 

Now let me give you a brief introduction about the main feature we delivered in this release.

  1. Support inbound attachment.

        Beside the post text conent, now we support to also retrieve the attachments in post, e.g. pictures and documents, etc. Then in the post overview page,

        CRM agent can see thses attachments and open it to see the details.

   

        All the attachments are stored in SAP content management server, so all the functions which standard CM supported like virus scan is also supported for         social media.

  

        In order to support the attachment function, customer needs to update theri channel adapter class to latest version which can be downloaded from consulting note.

attachment.PNG

 

  2.  Include conversation history block also in post reply page.

       Now, we add the conversation history AB to post reply page as well, so that agent can check the conversation context easily during reply.

reply.PNG

 

3. Enhance the application log for social data retrieving.

    As now, the social media data is retrieved by the backgroud job, so if there are some error occured, e.g. client certificate is expired, API changes by the social media channel, it is difficult for the IT guy to do the trouble shooting.

 

In order to make the trouble shooting process easier, we enhance our error logging logic to log the very detailed steps during whole data retrieving.

Then customer's IT guy can go to transaction 'SLG1', and check the log object 'CRM_SOC' and sub-object 'SOC_MANAGER' to get more details.

 

log.PNG

 

4. Support Before-Save BAdI for social media post.

From SP04, we now create an new BAdI "Before-Save" for social media post.

It can be used in senarios like below.

(1) The social media channel you are connecting can also give you the main category and sentiment of the post to you, you don't want the text analysis engine to calculate them again. You can use this BAdI to fill these two fields from additional attributes table.

(2) If you have some rules which can be used to filter out some junk social post (e.g. define black-list for some social media users), you can check logic in this BAdI impl and remove the post entries from changing parameter. Then this post will not be saved into CRM system.

 

 

That's all the main functions we provides in SP04.

Welcome your questions and suggestions! ^-^

 

B.R

Derry

CRM and sales automation systems have existed for many years now. Many of them are in transactional /automation systems. The need of the hour is omni-channel consumer engagement system, let’s discuss.

 

Inspired by Ray Wang’s post in HBR, moving from transaction to engagement, I thought of pinning my long pending blog on this topic, which is a topic we are working on here at SAP. Ray suggests 9 tips on an effective consumer engagement system.

 

I like history, and it helps us to understand evolution and the “whys” behind anything. In the business evolution, Forrester had shared an excellent article recently on Competitive Strategy In The Age Of The Customer, where they really highlight 2010+ as age of customer with customer-obsessed metrics
are key. The evolution goes back through manufacturing, distribution, information and into now in age of  customer.

 

forresterAgeOfCustomer.jpg

 

Getting back to Ray’s post and connecting it with ‘age of customer’, the fundamental shift on customer (CRM) system is moving away from
transactional/automation system which is very operational in nature, has a lot of B2B focus, with strength in enterprise centric customer information and is
inside-out (for cross sell, upsell, opportunity tracking) to systems that facilitates knowing about the consumer, their omni-channel activities (across
enterprise and digital channels), B2C focus and is outside-in (understanding what consumer wants/two way interaction and how they perceive through every
interaction).

 

 

 

Consumer engagement & profile enrichment

 

The below picture shows a simple example for an airline to understand the  passenger better over a time scale, note how the consumer picture becomes more clear.

 

enrichedconsumer.jpg

 

This is what we call as “profile enrichment” where we continuously build and enrich profile of consumers. There could be 100s of profile attributes
that the business users would be interested to know about their consumers.

But every large or small company have huge consumer base (can run into millions of consumers).The ultimate business goal is to get good share 7.2billion+ people of the world as your consumers. Many companies rely on their partners/retailers to know their real customers, their needs and is often a big challenge. All this boils down to really big data of consumers and we are talking of understanding 100s of profile attributes, of each consumers.

 

   

Technology plays a pivot role in ability to handle large consumer activities, across omni-channel and enrich profile of the consumers.
This can’t be done manually, gone are the days when a marketer or commercial manager would sit and get a segmentation done for targeting campaigns. The need of “age of customer” is to enable rule based and predictive learning that would allow for constantly asking the relevant questions about the consumer omni-channel activities and data, and enriching the consumer profile through machine learning algorithms.  The biggest competitive advantage for the company would be to constantly ask the relevant differentiating questions and translate the knowledge back into the consumer engagement
systems. So these systems have to be special purpose platforms which cannot be pre-built applications like we have a traditional CRM transaction system.

 

Technology further enables bringing the context (time stamp) of consumer activity. This is especially very relevant given mobile brings the opportunity to understand the real time context and the geo location of the consumer, and their intent (to buy). The context information can again be bucketed into as attributes to enrich consumer profile.

 

In addition to getting the consmer data, we need to empower business users to visualize these consumers information in different new ways, an example is pixel plot big data visualization.

 

SAP with its Hybris e-commerce suite and its powerful big data platform SAP HANA, enables for this special purpose platform for consumer
engagement. It’s really competitive differentiation in this age of customer, to know and enrich their consumer’s profile and provide personalized consumer
engagement.

 

Welcome your comments and thoughts on this topic...

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