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1. To define a transaction document like a sales order, key elements must be set up including a partner determination procedure, organizational data profile, date profile, and number range which are then assigned to the transaction type.
2. When creating a new transaction type, it is best to copy an existing type and update the leading transaction category, partner determination, organizational data, date profile, and number range assignment.
3. Partner processing determines which partners must be involved in a transaction, how the system finds them, and whether they are internal or external partners.
1. To define a transaction document like a sales order, key elements must be set up including a partner determination procedure, organizational data profile, date profile, and number range which are then assigned to the transaction type.
2. When creating a new transaction type, it is best to copy an existing type and update the leading transaction category, partner determination, organizational data, date profile, and number range assignment.
3. Partner processing determines which partners must be involved in a transaction, how the system finds them, and whether they are internal or external partners.
1. To define a transaction document like a sales order, key elements must be set up including a partner determination procedure, organizational data profile, date profile, and number range which are then assigned to the transaction type.
2. When creating a new transaction type, it is best to copy an existing type and update the leading transaction category, partner determination, organizational data, date profile, and number range assignment.
3. Partner processing determines which partners must be involved in a transaction, how the system finds them, and whether they are internal or external partners.
Just like we follow a certain structure in writing a business letter (example: On the top of the letter, recipient name and address and then subject headline and then the content of the letter), we also follow a certain structure in creating transaction documents in SA !"#$ %eader le&el data ('eneral data(business partner related information) )tem le&el data (material*product and pricing related information) Schedule line le&el data (Onl+ sales transactions ha&e this line and it pro&ides deli&er+ related information) Role of item category in SAP CRM )tem categor+ controls the processing of an item in a ,ransaction$ )tem !ategor+ is determined in a ,ransaction b+ - factors !ombination ),.# !A,.'O"/ 0SA1.S 2O! ,/. (,ransaction t+pe) 3 ),.# !A,.'O"/ '"O4 3),.# !A,.'O"/ 4SA'. 3 %)'%." 1.5.1 ),.# !A,.'O"/ ,he item categor+ group determines how a product in the business transaction should be handled$ 6or example, )t determines that pricing does not take place for free items such as promotional free gifts, or that in&entor+ management is carried out for a ser&ice$ 6or processing of business transactions, the s+stem uses the item categor+ group to determine the item categor+$ 6rom the item categor+ group of the product and the current transaction t+pe, the s+stem determines the item categor+ and enters it as default in the rele&ant transaction at item le&el$ .xample:( /ou create a sales order for a product with item categor+ group (sales item), the s+stem automaticall+ determines the item categor+ suitable for this$ /ou can make the rele&ant settings for item categor+ determination in the )mplementation 'uide, under !ustomer "elationship #anagement 7 ,ransactions 7 8asic Settings 7 2efine )tem !ategor+ 2etermination$ Item Category : /ou define the item categories for business transactions$1ike transaction t+pes, an item categor+ is assigned to one or more business transaction categories$ An item categor+ specifies the properties and attributes of a business transaction item, and therefore controls how the item is processed 6irst, +ou assign the item categor+ to an item object t+pe$ ,he item object t+pe defines the business context in which an item categor+ is used$ .xample 84S9::;-:( !"# Ser&ice roduct )tem$ Item Category Group <ith the help of the item categor+ group, +ou re&iew the &arious products from a business &iew for item categor+ determination$ .nter the item categor+ group for each product in the product master$(, !ode !O##":;) 2uring business transaction processing, the s+stem creates the item categor+ from the item categor+ group for the product, and from the business transaction categor+, and proposes it in the document$ /ou can assign item categories to business transaction t+pes and item categor+ groups in the process #aintain item categor+ determination$ Item Categories Usage ,he item categor+ usage is generall+ used for items that do not refer to a product (for example, 6ree )tems, text items)$ ,he item categor+ usage is assigned to the respecti&e transaction t+pes when the item categor+ is determined$ <hen processing documents, the s+stem determines the item categor+ from the transaction t+pe and item categor+ group or the item categor+ usage and proposes it in the document$ What is needed to create a transaction document (Example: Sales order)? ,o define a transaction t+pe (example: =uotation, sales*ser&ice order etc), we must first define the following things$ artner 2etermination rocedure Organi>ational 2ata rofile 2ate rofile ?umber "ange Assign all the abo&e to transaction t+pe How to define Partner Determination Procedure IMG -> CRM (@ Basic Functions (@ Partner Processing (@ Define Partner Determination Procedure A&oid changing existing determination procedures$ !reate new determination procedures using the assistant or b+ cop+ing existing determination procedures and then changing the copies as needed$ How to set up Org Data Profile IMG -> CRM -> Master Data -> Organizational Management -> Organizational Data Determination Check this link for more details Determining Organizational Data How to define a Date Profile IMG -> CRM -> Basic Functions -> Date Definition -> Define Date !"#es$ Duration !"#es and Date Rules )f +ou use !"# 8illing, +our date profile must also contain the date t+pes 8)11A2A,. Billing date and )?5!"A2A,. In%oice creation date$ How to define a number range IMG -> CRM -> !ransactions -> Basic &ettings -> Define 'um(er Ranges Now, we are ready to define transaction types by using the below steps. IMG -> CRM (@ !ransactions (@ Basic &ettings (@ Define !ransaction !"#es$ An example of a Standard SA ,ransaction t+pe for Bsales order processingB in SA !"# is called ,A (standard order$ ,his is a template from SA that is used in the Sales scenario for sales order processing$ 1. Alwa+s cop+ from the default transaction t+pe (pro&ided b+ SA s+stem) and then update important controlling attributes, such as the leading business transaction categor+, the partner determination procedure, the organi>ational data profile, date profile and the number range assignment, in addition to defining a ke+ and a short description of the transaction t+pe$ 9$ 1eading business transaction categor+ is simpl+ a preference and is not related hierarchicall+ to the other business transaction categories$ A sales transaction with business acti&it+ data, for example, would be more likel+ to ha&e BsalesB as a leading business transaction categor+ than Bbusiness acti&it+B$ C$ Select )ssignment of Business !ransaction Categories in the dialog structure and assign the business transaction categories$ /ou can assign one or more business transaction categories to one transaction t+pe$ Onl+ certain combinations of business transaction categories are possible$ Select the additional business transaction categories according to the leading business transaction categor+$ -$ !hoose Customizing *eader in the dialogue structure to make the !ustomi>ing settings for the header le&el for the business transaction categories +ou selected$ D$ Once +ou sa&e it, +our new transaction t+pe is read+ for use$ ,est it b+ creating a new transaction$ Why Partner Processing? <hich partners must be in&ol&ed in a business transactionE Are indi&idual partners found automaticall+E <here does the s+stem look for in&ol&ed partnersE <hich external partners are in&ol&ed( example: supplier, pa+er <hich internal partners are in&ol&ed( example: emplo+ee