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CRM_VOR_AKT_MAPP0001 - Map Activity Transaction Type

CRM_VOR_AKT_MAPP0001 - Map Activity Transaction Type

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This IMG activity enables you to migrate activities that were created in Mobile Sales (MSA) in Releases 2.0C, or below, to Release 3.0. The migration is necessary because the activity structure has been changed to match the structure of activities in CRM Online. You only need to carry this activity out once, before the activities are migrated. You must carry out this activity, even if you only use activities in Mobile Sales.

The table in this activity is for mapping the previous MSA activity types with the new MSA business transaction type and category (analog to the CRM structure). Where necessary, you can also indicate that the activity is a task.

You have the following activities, created in MSA, Release 2.0B:

  • E-mail
  • Telephone call
  • Visit
  • Letter

This corresponds to the new structure - business activity type 0001 (CRM Online structure) - subdivided into the following categories:

  • E-mail
  • Telephone call
  • Visit
  • Letter
New structure (CRM online)   Mobile Sales
Business activity Category Activity Type
0002 TEL TEL
0001 VISIT VISIT
0003 LET LETTER

LET

You must have completed all the other Customizing settings for your activity types.

LET

In the standard system, the business transaction type Business activity with categories:

  • Visit (transaction type 000, category 001)
  • Letter (transaction type 000, category LET)
  • Telephone call (transaction type 000, category TEL)

is already mapped to the following Mobile Sales activity types:

  • Visit (activity type 0001)
  • Letter (activity type 0003)
  • Telephone call (activity type 0002)
LET

LET

Proceed as follows:

  1. Enter the new business transaction type in the Transaction type field.
  2. Enter the new category of the business activity in the Category field.
  3. In the Activity type field, enter the previous MSA activity to which this new activity should correspond.
  4. If the activity is a task, activate the Task field in the next column.
LET

For more information, see the Installation Guide page on SAPNet under mySAP CRM → CRM 3.0 → Field Sales → Upgrade.






General Data in Customer Master   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.

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