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CRM_PMM_1: Deal Management (New) ( RELNCRM_7E1_PMM_DEALMGMT )

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CRM_PMM_1: Deal Management (New)

Use

As of SAP enhancement package 1 for SAP CRM 7.0, business function Deal Management (CRM_PMM_1), you can use deal management to evaluate the profitability of your sales quotations.

The SAP Price and Margin Management application by Vendavo is integrated with the quotation function in SAP Customer Relationship Management (SAP CRM) and provides the following benefits:

• Evaluation of price and margin information for entire quotations and quotation items to enable profit margins to be maintained

• Enablement of approvals by one or multiple approvers for item discounts added to a quotation that exceed defined criteria, preventing profit margin erosion and enforcing pricing policies

Effects on Existing Data

The WebClient UI of the quotation application has been enhanced in the following ways:

• A new assignment block Price Approvalsis available.

It displays the item information retrieved from SAP Price and Margin Management such as: the item score, the target price, the requested discount, if an approval is required, and the approval status of the line item.

• A new field Deal Score is available in the quotation details.

It provides the overall profitability score of the quotation based on the evaluation made by SAP Price and Margin Management.

Effects on Data Transfer

The pricing information is exchanged between SAP CRM and SAP Price and Margin Management through SAP NetWeaver PI using SOA services.

The following changed process component is available for this:

• Customer Quote Processing (CustomerQuoteProcessing)

The following new service interfaces are available for this:

• Price Agreement Action Out (CustomerQuoteProcessingPriceAgreementActionOut)

• Price Agreement Processing In (CustomerQuoteProcessingPriceAgreementProcessingIn)

• Price Agreement Processing Out (CustomerQuoteProcessingPriceAgreementProcessingOut)

• Query Price Agreement Out (CustomerQuoteProcessingQueryPriceAgreementOut)

The following new operations are available for this:

• Request Price Agreement Creation (PriceAgreementCRMCreateRequest_Out)

• Request Price Agreement Change (PriceAgreementCRMChangeRequest_Out)

• Request Price Agreement Approval Submission,, (PriceAgreementCRMApprovalSubmissionRequest_Out)

• Request Price Agreement Cancellation (PriceAgreementCRMCancelRequest_Out)

• Change Customer Quote Based On Price Agreement Confirmation (PriceAgreementCRMConfirmation_In)

• Find Price Agreement (PriceAgreementCRMByElementsQueryResponse_Out)

• Simulate Price Information(PriceAgreementCRMSimulatePriceInformationRequest_Out)

Effects on System Administration

Effects on Customizing

You make the Customizing settings for deal management in Customizing for Customer Relationship Management under Transactions:

• Basic Settings → Define Transaction Types

In the Customizing header for quotation transactions of the sales business transaction category, select the new checkbox Enable Deal Management for Quotation.

• Settings for Sales Transactions → Settings for Quotation Integration with SAP Price and Margin Management

Complete the following activities:

• Assign Condition Type to Negotiable Price

• Define Negotiable Discount Types

• Assign Condition Types to Negotiable Discount Types

• BAdI: Control SAP Price and Margin Management Checks

Further Information

For more information see the main release note for business function Deal Management and SAP Library under SAP Business Suite → SAP Customer Relationship Management → Sales → Sales Quotation and Order Management → Quotation.

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Length: 5751 Date: 20240520 Time: 204009     sap01-206 ( 60 ms )