Week 1 Day 2 CRM Transaction

7/25/2019 Week 1 Day 2 CRM Transaction

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Copyright IBM Corporation 2009

IBM Global Business Services

Business Transactions

Module [!" C#M $vervie%&

Business Transaction

'ate


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Business Transactions

Opportunity

OrderContract

Inquiry /

Quotation

Activity

Lead

Service

Request

Complaint

Business transactions in mySAP CRM are used to descrie

usiness processes and transactions! The concept o+ businesstransactions has the +ollo%ing,eanings"

( business transaction can coverseveral business cases- +ore.a,ple- sales order and contact/

There is a si,ilar inter+ace +orprocessing all types o+ businesstransactions/ There is a strict split

bet%een the user inter+ace andthe processing o+ transactions/

Si,ilar +unctions are available inall types o+ business transactions/


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"eneral Structure o# Business Transactions

( business transaction e.presses a businessinteraction %ith a business partner/

The business transaction provides business structures

and +unctions that can be used in various processes o+a co,pany- +or e.a,ple- in sales- ,areting or service/

'epending on the 1eading Transaction Category +ore.a,ple- contact- opportunity- sales- service3- abusiness transaction has a certain structure/

4.a,ples

Tass have only a header level/

1eads- opportunities and service transactions have aheader and ite, level/

Sales transactions additionally have a schedule linelevel delivery 5uantities and delivery dates- possiblya+ter an (T) chec3/

Material $

Quantity

Business Partner

Item%speci#ic data& suc' asPricin( relevance

ATP relevance

Con#irmation relevance

Resource plannin( relevance

Billin( relevance

!!!

"eneral data& suc' as)escription

Priority

Sales cycle

Purc'ase order numerPricin( procedure

Status

Su*ect

!!!

Business Transaction

Material +

Quantity

Service $

Quantity


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Basic ,unctions in Business Transactions

6ot all +unctions are available in everytransaction type/

( selection o+ basic +unctions are"

7 )artner )rocessing

7 )ricing

7 Inco,pleteness Chec

7 Te.t Manage,ent

7 'ate Manage,ent

The sales&speci+ic +unctions are "

7 )roduct Substitution

7 8ree Goods

7 Credit Chec

7 (vailability Chec (T) Chec3

Create #ollo-%up transactions

Copyin( control

)ocument #lo-

Susequent re#erencin(

)eterminin(

Or(ani.ational data

Tets

Administration

Status

Per#orm incompleteness c'ec0

C'an(e transactions C'an(e documents

,ield c'an(es


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C'an(e )ocument

In Custo,iing- you can deactivate the updating o+ change docu,ents +or transaction types/There+ore go to the details o+ a transaction type and chec the +lag No Change Documents/

In S() G:I you can display the change docu,ents by choosing Extras Change Documents/

The system can update change documents for

transactions.

T'is allo-s you to display all c'an(es made to a transaction&

includin(1

2'at -as c'an(ed 3#ield& old value& ne- value4

2'o made t'e c'an(e

2'en 3date and time4 t'e c'an(e -as made

5ou can decide #or eac' transaction type -'et'er c'an(e

documents are updated!


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4vents and BT4

Module [!" C#M $vervie%& Master 'ata

'ate


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Business (ddins B(di3


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O*ectives

The participants %ill be able to"

7 'escribe Business (dd&Ins and their advantages over :ser 4.its/

7(nalye de+inition and I,ple,entation o+ B(di through transactions S4; and S49/

7 8ind Business (ddins +or a particular S() transaction i+ it has a B(di3/


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2'at is BAdi

Business (dd&Ins are a ne% S() enhance,ent techni5ue based on (B()

$b


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BAdis 6 7ser%8its

B(dis have +ollo%ing distinct +eatures- unlie :ser 4.its"

7 :ses $bou can activate or de&

activate any o+ the i,ple,entations a+ter creation/

7 In addition- Business (dd&Ins can be de+ined according to +ilter values/ This allo%s

you to control add&in i,ple,entation and ,ae it dependent on speci+ic criteria on a

speci+ic Country value- +or e.a,ple3/


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BAdi 1 2'ere to ,ind

1oo +or B(di de+inition in IMG and in co,ponent hierarchy/ using transaction

S4;3

Create o%n i,ple,entation o+ the add&in co,plete coding +or Methods3 and

activate/ using transaction S493 4nhance,ent?s active co,ponents are called at runti,e/


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BAdi )e#inition 3S8$94

In the 'e+inition vie%- an application progra,,er prede+ines e.it points in a source

that allo% custo,ers to attach additional so+t%are to standard S() source code

%ithout having to ,odi+y the original ob


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BAdi Implementation 3S8$:4

In the I,ple,entation vie%- the users o+ Business (dd&Ins can custo,ie the

logic they need or use a standard logic i+ one is available/

8ind the suitable Business (dd&Ins present in syste, :se IMG or Co,ponent

hierarchy3 :se (dd&Ins 'ocu,entation to understand +unctionality = to decide %hich

'e+inition to i,ple,ent/

:se S() Menu (B() Aorbench &@:tilities &@ Business (dd&Ins &@

I,ple,entation transaction S493


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BAdi Implementation 1 Sequence o# steps

/ 8ind the corresponding B(di +or the S() transaction

2/ Create a custo, I,ple,entation +or the B(di

/ 8ro, the ,ethods available in the B(di and select the appropriate ,ethod

*/ 4nter custo, code in the ,ethod and activate

/ 4.ecute S() transaction and test i+ ,ethod %ith custo, code is being invoed


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Summary

Business (dd&Ins are a ne% S() enhance,ent techni5ue based on (B()

$b


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Questions

Ahat are B(dis D

Ahich transactions are used +or B(di 'e+inition and I,ple,entation D

Eo% do you locate B(dis de+ined by S() +or a S() standard transaction D


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4nhance,ent Spot$vervie%


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8n'ancement ,rame-or0

4nhance,ent 8ra,e%or is the ne% paradig, to bring all enhance,ent techni5ues under one roo+/ 'i++erence bet%een 4nhance,ent 8ra,e%or and :ser 4.its and B('I"

8or :ser 4.its and B('I

- upgrading custo,er syste,s- re5uires a lot o+ ti,e and e++ort/

- di++icult to trace various develop,ents to an original syste, bac to this syste,/

8or 4nhance,ent 8ra,e%or

-

creation o+ ,odi+ication&+ree enhance,ents- integration o+ di++erent concepts- +or enhancing develop,ent ob


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Source Code 8n'ancement

This ,ethod can be provided %henever enhance,ent needs to be incorporated directly into the (B() source

code/ (lso no%n as Source Code )lug&In/ Technically the source code plug&in i,ple,entations are stored in a separate include progra, and not as part o+

the original source progra, T%o types o+ Source Code enhance,ents possible"

Implicit enhancement option

Explicit enhancement option

In order to i,ple,ent any o+ these Source code enhance,ents- user needs to be in the HChange 4nhance,ent

,ode the spiral icon available in the editor3 "


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Implicit 8n'ancement OptionImplicit enhancement option

Throughout the (B() syste,- enhance,ent options are auto,atically available at certain pre&de+ined

places lie (t the end o+ all the progra,s Includes- #eports- 8unction pool- Module pool- etc/3- a+ter

the last state,ent (t the beginning and end o+ all 8$#M subroutines (t the end o+ all 8unction Modules (t the end o+ all visibility areas public- protected and private3 o+ local class

To vie% all the i,plicit options available in a source code- ,enu path is 4dit 4nhance,ent $perations Sho% I,plicit 4nhance,ent $ptions

)lace the cursor on any o+ these i,plicit options and choose HCreate 4nhance,ent +ro, the

,enu to i,ple,ent it /


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Explicit enhancement option There are t%o types o+ 4.plicit 4nhance,ent options available"

4nhance,ent )oint& %hich can be provided at a speci+ic place

4nhance,ent Section& can be used to replace a set o+ state,ents

8plicit 8n'ancement Option


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contd!!

Ahen the 4nhance,ent&Section is i,ple,ented&&

$nly the i,ple,entation gets e.ecuted and the original code doesnt get e.ecuted

It is a ne% techni5ue indeed- %hich didnt e.ist previously in any o+ the old %ays o+

enhancing- to e.clude any standard S() code +ro, e.ecution

Because o+ this- there can be only one active i,ple,entation o+ an 4nhance,ent&Section

$n the other hand- there can be ,ultiple active i,ple,entations o+ an 4nhance,ent&)oint-

in %hich case all the i,ple,entations %ill be e.ecuted %ith no guarantee in the order o+ e.ecution/

IBM Gl b l B i S i


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Type o# 8n'ancements

JThe enhance,ent options can be o+ +ollo%ing types as per the storage o+ enhance,ent options in 4nhance,ent

Tree3"

Si,ple3 4nhance,ent Spots" Contains se,antically related enhance,ent options

grouped together3 Co,posite 4nhance,ent Spots " Co,prises one or ,ore o+ Si,ple and other Co,posite

4nhance,ent Spots Si,ple3 4nhance,ent I,ple,entations" Karious related i,ple,entation ele,ents are grouped

under

this Co,posite 4nhance,ent I,ple,entations" Consists o+ one or ,ore Si,ple and other Co,ple.

4nhance,ent I,ple,entations/

They can be vie%ed by t%o %ays"

Through S)(:L46E transaction Through $b


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Transaction SPA7;8


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O*ect 4JThe enhance,ent options can be

vie%ed through S4;0 transaction" Go to #epository In+or,ation

Syste, Go to 4nhance,ent

I,ple,entations Give the na,e o+ the

i,ple,entation/ )ress 4nter/

Clic on (B()/

The coding logic o+

the i,ple,entation

%ill be visible

IBM Gl b l B i S i


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,unction "roup 8n'ancement

8unction ,odules can be enhanced by adding para,eters to the standard +unction ,odule inter+ace The para,eters ,ust be Hoptional in nature- since i+ a ,andatory para,eter is added- then all calls %ill need to

get altered

8ro, the ,enu- choose H8unction ,odule &@ 4nhance inter+ace to add optional para,eters to a +unction ,odule

$ne thing to be noted- any +unction ,odule that is part o+ the Central Basis cannot be enhanced +or e.a,ple"

+unction ,odule H#4:S4L(1KLG#I'L'IS)1(>3



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Class 8n'ancement

The global Classes and Inter+aces can be enhanced as +ollo%s"

$ptional para,eters can be added to e.isting Methods 6e% Methods can be added to the global Class N Inter+ace )re&e.it- )ost&e.it or $ver%rite&e.it can be added to an e.isting Method

The )re and )ost e.its get e.ecuted be+ore and a+ter invoing the respective ,ethod/ (n auto,atically

generated local class stores all the ,ethods/ To enhance a class- ,ore speci+ically- to add ne% ,ethods or para,eters- ,enu path is HClass &@ 4nhance

To add or delete the )reN)ostN$ver%rite e.it ,ethods- ,enu option is H4dit &@ 4nhance,ent operations/



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?ernel%BA)I 8n'ancement

(n i,prove,ent in old classic&B('IJFernel&B('I is +aster than old classic B('I

The old classic B('Is de+inition and i,ple,entation are achieved at the (B() %orbench level

global classes and inter+aces 3/ The ne% Fernel&B('I taes it to the (B() language level/

To i,ple,ent ernel B('I (n 4nhance,ent Spot is needed to hold the B('I de+initions/ (gain the B('I i,ple,entations ,ust also

be

assigned to 4nhance,ent I,ple,entations/ The B('I de+inition and i,ple,entation editors are integrated

into S4;0/



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Master 'ata29



S7MMAR5

Though this technology gives ,ore control to user- but i+ not used properly- it can lead to disorder/ (s ,oreoptions are available- user should not ,ae over&use o+ it/


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T=A