What is a Business Transaction?

  • Business Processes in SAP CRM:

SAP CRM Business Transaction Process

  • For various processes of a company, business transaction provides business structure and the functions that can be used. Thus a business transaction in SAP CRM represents business interaction of your organization with various business partners
  • It enables to use the same interface and processing concepts across the business processes
  • It is possible to use various components of the business transactions repeatedly
  • Within one transaction items can be entered from different business contexts
  • Independent of the Business transaction type, the look and feel of different business transactions in SAP CRM is always similar

Structure of Transactions

  • Any company specific business processes can be flexibly controlled and managed with the Business Transactions in SAP CRM.
  • SPRO path -> Customer Relationship Management -> Transactions -> Basic Settings

SAP CRM Business Transaction Process

SPRO path for Business Transaction configuration

  • A business transaction in SAP CRM consists of a leading business transaction category.
  • Structure of CRM business transaction depends up on leading business transaction category.
  • CRM business transaction consists of the header level and the item level (Fig. 2 & Fig. 3).

SAP CRM Business Transaction Process

Header (General) and Item Data representation in a Business Transaction

SAP CRM Business Transaction Process

Header (General) and Item Data representation in a Business Transaction

Transaction Types Item Categories and Category Description

  • Transaction Type structure:

SAP CRM Business Transaction Process

  • A transaction type defines:
    • attributes
    • characteristics
    • controlling attributes
  • In SAP CRM business transaction processing is controlled by a transaction type
  • The leading business transaction category in an transaction type controls:
    • specific settings that can be applied on a lower level
    • other business transactions categories to which it could be assigned
    • detailed control of the transaction
  • The properties and attributes of a business transaction item are specified by an item category.
  • Item category controls how the item is processed.

SAP CRM Business Transaction Process

  • First an item category needs to be assigned to an item object type that defines the business context in which an item category is used.

SAP CRM Business Transaction Process

  • Similar to transaction types, an item category can be assigned to one or more business transaction categories.
  • Specific settings applied to item categories on a lower level depend upon the leading item category (object type).
  • In SAP CRM, for processing business transactions, default item categories need to be defined per business transaction category, and item category group.
  • Also, it is possible to define alternative item categories which can be entered manually for system default.

SAP CRM Business Transaction Process

  • Item Category determination depends upon:
    • Transaction Type
    • Item Category Group
    • Item Category Usage
    • Main Item Category
  • Item Category Group is a field in the product master.
  • Item Category Usage comes from the programming logic.

Copy Transaction or Follow up transaction

  • A follow-up transaction represents the next business transaction in the current business process
    • For example, from a released Sales Contract, Sales Orders can be created.
    • Thus in this case, Sales Order is viewed as a follow-up document for the Sales Contract
  • Also, a business transaction can be copied to create another transaction of same business transaction type
    • For example, a sales order can be copied to create another sales order
  • From an existing business transaction it is possible to create a copy or to create a follow up transaction.
  • In case, a business transaction is copied:
    • transaction type is same
    • header and item data is copied
    • transaction history is not updated
    • no relation to the source transaction is maintained
  • In case, a follow up transaction is created from a business transaction:
    • it is possible to configure the transaction type for the follow-up transaction
    • header data is copied
    • you can select items
    • transaction history is updated
    • for this copy control setting should be maintained
    • this flow can be seen in the Transaction History assignment block

SAP CRM Business Transaction Process

Transaction History assignment block of a business transaction[

  • Following are the required settings in the copy control settings:
    • Copy control for transaction types
    • Copy control for item categories
    • Settings for target transaction type are maintained
    • Determination of the item category during the copy (optional)
    • Implementation of CRM_COPY_BADI (optional)
  • In SAP CRM BAdI definition CRM_COPY_BADI is provided for implementation to write your own data transfer routines.
  • You can access the interlink-age between business transactions at header and item level through the transaction history data.
  • SAP CRM also provides option Subsequent Referencing, where you can link an activity while it is being created to an existing activity.
  • This will make the new transaction a follow up to the existing one (Fig. 4).

Basic Functions in Business Transactions

  • Basic functions in Business Transactions:
    • Text Determination
    • Date Management
    • Status Management
    • Incompleteness Check
    • Partner Processing
    • Action Processing
    • Pricing
  • For each business transaction in SAP CRM it is possible to maintain different notes.

SAP CRM Business Transaction Process

  • As per the requirement, it is possible to combine a number of text types in the text determination procedure.

SAP CRM Business Transaction Process

SAP CRM Business Transaction Process

SAP CRM Business Transaction Process

  • Text determination procedures are used in the business transactions for different relevant texts in the transaction.
  • CRM Web UI provides assignment blocks to
    • Create a new text with a particular text type.
    • Display the text in the business transaction
    • Modify the particular text
  • With date management it is possible to process the dates that are relevant for the business transaction.
  • It consists of:
    • Date type
    • Date rule
    • Duration
    • Date Profile

SAP CRM Business Transaction Process

  • This date management system also supports conversion of saved dates to user time zones and considering the factory calendar in business transaction.

SAP CRM Business Transaction Process

  • Dates in a business transaction can be entered manually or can be calculated by the system using the date rules.

SAP CRM Business Transaction Process

  • Status management Allows maintaining user statuses in a status profile for business transactions.
  • It consists of status profile which is assigned to a business transaction.
  • If status profile is not assigned to business transactions type/item categories, system statuses are displayed in the application.

SAP CRM Business Transaction Process

  • Following can be defined in a status profile:
    • Activation sequence of user statuses
    • An initial status/start status
    • Set transaction status connected with user status

Activity Management

  • Activity management is an example of the business transactions in the SAP CRM.
  • An activity represents an activity performed by an employee in the organization
  • It also covers the scenario where there is an interaction of the employee with a particular business partner involved in the business transaction
  • Activities can be linked as follow-up documents to various business transactions like Sales Order, Service Order, etc., provided as part of difference CRM modules like Sales, Marketing and Services
  • Technically -
    • Information about interaction with the business partner on a particular date is contained by a Business Activity
    • Information about activities that one or more employee has to complete by a particular date is contained by a Task
  • SAP CRM provides different type of activities to cover different channels of communication with the business partners involved in the business transactions
  • Types of activity:

SAP CRM Business Transaction Process

 

  • Similar to the other business transaction types, activities contains data related to the processing of the involved business process for example the interaction with a business partner involved in the business transaction
  • Structure of activities:

SAP CRM Business Transaction Process

 

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