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CRM_OSP_VC_AC - Define Account and Contact Customization Settings
ROGBILLS - Synchronize billing plans General Material DataThis documentation is copyright by SAP AG.
In this IMG activity you can customize SAP Customer Relationship Management (SAP CRM) for accounts and contacts management in Duet.
The Dialog Structure pane on the left allows you specify note type settings for accounts and contacts and configure accounts and contacts management feature in Duet Sales Management.
Accounts Customization
- Under Dialog Structure, select Note Type Settings.
- Select the Accounts row.
- For the Accounts row, select the parameter in SAP CRM that corresponds to note in Microsoft Outlook accounts.
- The screen displays the following options:
| Field | Description |
|---|---|
| Duet CRM Object | Displays the CRM object (accounts or contacts) for which the corresponding option is shown. |
| NoteType | Select the SAP CRM note type for the corresponding SAP CRM object. |
- Under Dialog Structure, choose Replication Type.
- Select Active for accounts and the REPLICATION BASED ON ACCOUNTS row.
- The screen displays the following options:
| Field | Description |
|---|---|
| Replication type | Displays the replication type (accounts or contacts) for which the corresponding information is shown. |
| Description | Displays the description for the corresponding replication type. |
| Active | Select this radio button to specify the replication type that is currently active. |
| Custom | Select this indicator if replication types are custom-configured in SAP CRM and different from the standard options delivered by SAP. (This feature is explained below.) |
- Choose Account Customization Settings.
- Choose New Entries to specify the replication type based on which accounts are retrieved and displayed in the client.
- The screen displays the following options:
| Field | Description |
|---|---|
| Replication type | Displays the replication type (accounts) for which the corresponding information is shown. |
| Description | Displays the description for the accounts replication type. |
| Rep.Rule | Press F4, select a replication rule, and press ENTER. (If EMPLOYEE RESPONSIBLE is selected here, the Rel.Cat field is also displayed.) |
| Rel.Cat | Press F4, select the relationship category based on which accounts and contacts are to be replicated in the client. |
Note: Only one replication rule can be defined. To change the replication rule, click the Delete icon on the current replication rule before defining a new one. For a screen where user entry is locked, click the SKIP icon on the upper left side to enable user entries.
- Choose Save.
- Choose Contact Customization Settings. The screen lists the relationship categories of contacts to accounts, based on which contacts are retrieved and displayed in Microsoft Outlook.
- Choose New Entries to specify more relationships.
- The screen displays the following options:
| Field | Description |
|---|---|
| Replication type | Displays the replication type (accounts) for which the corresponding information is shown. |
| Account-Contact Rel.Category | Press F4, select the relationship category, and press ENTER. |
- Choose Save.
- Choose Person Responsible Check. The screen lists the relationship for which a Person Responsible Check must be done.
- Choose New Entries to specify more relationships.
- The screen displays the following options:
| Field | Description |
|---|---|
| Replication type | Displays the replication type (accounts) for which the corresponding information is shown. |
| Person Resp. Rel. Category | Press F4, select the relationship, and press ENTER. |
- Choose Save.
Note: This option is applicable only for replication based on accounts.
Custom-Configured Replication Rules for Accounts
If replication types are custom-configured in SAP CRM, Duet allows you to retrieve this data and program the system in ABAP to function as per the conventions in a specific company. For ABAP programming guidelines to customize replication types, see the Duet for Microsoft Office and SAP; SAP CRM Configuration Guide available on the SAP Service Marketplace at service.sap.com/instguides -→ SAP xApps -→ Duet -→ Duet 1.5.
- Under Dialog Structure, choose Replication Type.
- Select Active for accounts, the Custom indicator, and the REPLICATION BASED ON ACCOUNTS row.
- Choose Account Customization Settings.
The screen displays read-only data that can be customized by the system administrator.
Contacts Customization
- Under Dialog Structure, select Note Type Settings.
- Select the Contacts row.
- For the Contacts row, select the parameter in SAP CRM that corresponds to note in Microsoft Outlook accounts.
- The screen displays the following options:
| Field | Description |
|---|---|
| Duet CRM Object | Displays the CRM object (accounts or contacts) for which the corresponding option is shown. |
| NoteType | Select the SAP CRM note type for the corresponding SAP CRM object. |
- Under Dialog Structure, choose Replication Type.
- Select Active for accounts and the REPLICATION BASED ON CONTACTS row.
- The screen displays the following options:
| Field | Description |
|---|---|
| Replication type | Displays the replication type (accounts or contacts) for which the corresponding information is shown. |
| Description | Displays the description for the corresponding replication type. |
| Active | Select this radio button to specify the replication type that is currently active. |
| Custom | Select this indicator if replication types are custom-configured in SAP CRM and different from the standard options delivered by SAP. (This feature is explained below.) |
- Choose Account Customization Settings.
- The screen lists the contact-account relationship categories based on which accounts are to be replicated in Microsoft Outlook.
- Choose New Entries to specify a new relationship category.
- The screen displays the following options:
| Field | Description |
|---|---|
| Replication type | Displays the replication type (contacts) for which the corresponding information is shown. |
| Contact-Account Rel.Category | Press F4, select a relationship category, and press ENTER. |
- Choose Save.
- Choose Contact Customization Settings.
- The screen lists the relationship categories based on which contacts are retrieved and displayed in Microsoft Outlook.
- Choose New Entries to specify more relationships.
- The screen displays the following options:
| Field | Description |
|---|---|
| Replication type | Displays the replication type (contacts) for which the corresponding information is shown. |
| Emp. Resp. Rel. Category | Press F4, select the relationship category, and press ENTER. |
- Choose Save.
Note: This Person Responsible Check option is not available for replication based on contacts.
Custom-Configured Replication Rules for Contacts
If replication types are custom-configured in SAP CRM, Duet allows you to retrieve this data and program the system in ABAP to function as per the conventions in a specific company. (For ABAP programming guidelines to customize replication types, see the Duet for Microsoft Office and SAP; SAP CRM Configuration Guide available on the SAP Service Marketplace at service.sap.com/instguides -→ SAP xApps -→ Duet -→ Duet 1.5.
- Under Dialog Structure, choose Replication Type.
- Select Active for contacts, the Custom indicator, and the REPLICATION BASED ON CONTACTS row.
- Choose Contact Customization Settings.
The screen displays read-only data that can be customized by the system administrator.
BAL_S_LOG - Application Log: Log header data PERFORM Short Reference
This documentation is copyright by SAP AG.
Length: 12711 Date: 20240523 Time: 182454 sap01-206 ( 131 ms )
