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Product Proposals and Item Proposals in Sales Transactions (Enhanced) ( RELNCRM_70_SLS_PRODPROP )

Product Proposals and Item Proposals in Sales Transactions (Enhanced) ( RELNCRM_70_SLS_PRODPROP )

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Short text

Product Proposals and Item Proposals in Sales Transactions (Enhanced)

Use

For release CRM 7.0, the product proposals function was enhanced, and the interface design in the CRM WebClient UI was improved.

In addition, as of CRM 7.0, you can use product proposals in ERP sales transactions (ERP quotations and ERP sales orders) in the CRM WebClient UI, including the Interaction Center (IC), as well as in Web Channel.

The enhancement comprises the following functions:

Item Proposals (New)

Item proposals are displayed in the Itemsassignment block on the Editable Overview Page. They appear at the end of the item list as "template items", that is, without item numbers. The user can transfer the template items as order items, by entering an order quantity. Only then can the system perform pricing and an availability check for the items.

The following types of item proposals exist:

  • Item proposals from past orders
This function was previously available in the Product Proposalsassignment block. Here, the system can propose purchase order quantities in addition to the products.
  • Item proposals from listings and exclusions
If a listing is determined for the customer, the system proposes the products from it. If there is also an exclusion for certain products, these products are not displayed in the proposal list. This prevents items from being proposed that will later be rejected by the exclusion check.

Item proposals are available in the CRM WebClient UI (including IC). In Web Channel, item proposals cannot be displayed.

Product Proposals (Enhanced)

Product proposals are displayed in their own assignment block, Product Proposals. The user can select individual products, and transfer them to the item list.

This applies to the following types of product proposals:

  • Accessories
  • Cross-Selling
  • Up-/Downselling
  • Top N product list
  • Marketing Projects (Campaigns and Trade Promotions)

This function previously existed for CRM sales transactions; as of CRM 7.0, it is also available for ERP sales transactions (quotations and orders).

UI Redesign

To display product proposals in the transaction, there is an automatic mode and a manual mode available. In the automatic mode, the product proposals are dynamically adjusted, according to the current items. In manual mode, the user can trigger the update, if this seems to make more sense for performance reasons.

Pricing

You can display prices for the proposed products with the following methods:

  • CRM price list (calculated using IPC)
  • CRM Pricing in IPC (not for ERP transactions)

Availability Check

You can display the availability information for product proposals in CRM transactions (not in ERP transactions).

Product proposals are available in the CRM WebClient UI (including IC), as well as in Web Channel.

Note the following restrictions for product proposals from marketing projects:

  • Product proposals based on marketing projects are not available in Web Channel.
  • In ERP sales transactions, the assignment to a marketing project at item level is not saved.

Effects on Existing Data

For CRM 7.0, the item proposals from past orders are no longer displayed in the Product Proposals assignment block, but directly in the Items assignment block.

Transaction History removed from UI

The Transaction History table, which displays the previous transactions from the customer for a certain product, is no longer available in CRM 7.0.

If you wish, you can display the Transaction History in SAP CRM WebClient UI, if you activate the old interface design. To do so, you must set the user parameter CRM_PP_LAYOUT_OLD. You can then configure default columns in Access BSP WD Workbench in UI Component CRM_PRODPROP , view ProdPropListView with subtype LAST_ORDERS, or each user can personalize how many columns to display.

The associated Customizing views for the maintenance of Display Profiles for the transaction history were removed from the Customizing structure for CRM. If you still want to use an existing display profile, and want to change it, you can access and edit it using the following views:

  • Assign Display Attributes - CRMV_PP_HST_1O (via SM30)
  • Define Display Profile - CRMV_PP_DP_1O_A (via SM34)

Effects on Data Transfer

  • For item proposals from listings, you can download listings from ERP to CRM. You can also load CRM listings to the ERP system.
  • You cannot transfer ERP product proposals to the CRM system. If you want to use CRM product proposals for ERP sales transactions, you should not set up dynamic product proposals in ERP.

Effects on System Administration

Effects on Customizing

The Customizing for item proposals and product proposals was adapted to the changed UI, and simplified.

There is now a simplified maintenance view available for the definition of method schemas. CRM -> Transactions -> Settings for Sales Transactions -> Product Proposals in Quotations and Orders -> Method Schemas for Product Proposals -> Define Method Schema (Basic)

You can also use the previous maintenance of method schemas. The previous maintenance view is now called Define Method Schema (Expert). If you use your own function modules for product proposals, you can edit the method schema using the expert mode only.

For more information on Customizing changes, see the "Product Proposals" section in the Release Note Customizing Changes for Business Transactions.

New Standard Customizing

  • SAP delivers the following new function module for item proposals from listings: CRM_SALES_PP_PROD_LISTING_READ
  • The new method schema 000019 contains all types of item proposals and product proposals available as of this release that can be used for CRM transactions or ERP transactions.
  • For the display of previous orders for item proposals, the simple display profile PROF_SIMPLE (with only one Profile Attribute) is used in the standard system.

Further Information

ERP Sales Transactions in CRM






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This documentation is copyright by SAP AG.

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