activity management functional design document4

Functional Design Document.Activity Management

Functional Design Document

Table of Contents

Table of Contents...............................................................................................................................................2

Document Control.............................................................................................................................................5

Revision History.............................................................................................................................................5

Approvals...........................................................................................................................................................5

Author's Signature.........................................................................................................................................5

Management(s) Signature.............................................................................................................................5

Distribution List..............................................................................................................................................5

Reference Documents....................................................................................................................................5

Business Process................................................................................................................................................6

Functional Requirements Overview...................................................................................................................6

Functional Requirements...............................................................................................................................6

Impacted (check all required):.......................................................................................................................6

Systems required (check all required):...........................................................................................................7

Assumptions..................................................................................................................................................8

Configuration:....................................................................................................................................................9

ACTV -1: Removing unwanted Follow up transaction type for BP Task.........................................................9

ACT-6: Add Opportunities with Open Activities under Activities Sub Menu............................................11

ACT-7: Add Leads with Open Activities under Activities Sub Menu.........................................................11

ACT-10: Remove the following options under Activities Submenu..........................................................11

CRM UI.............................................................................................................................................................12

CRM Navigation...........................................................................................................................................12

Special Messaging........................................................................................................................................12

UI Screen Layout..........................................................................................................................................12

Reports............................................................................................................................................................13

Reports Overview.........................................................................................................................................13

Reports Detail..........................................................................................................................................13

Reports Description.................................................................................................................................13

Reports Scheduling..................................................................................................................................13

Dashboards......................................................................................................................................................14

2


Dashboards Overview..................................................................................................................................14

Dashboards Detail....................................................................................................................................14

Dashboards Description...........................................................................................................................14

Dashboards Scheduling............................................................................................................................14

Integration.......................................................................................................................................................15

Integration Overview...............................................................................................................................15

External Systems, Files, Other Infrastructure...........................................................................................15

Security....................................................................................................................................................15

Workflow.................................................................................................................................................15

Dependencies..........................................................................................................................................15

Integration Overview...............................................................................................................................15

External Systems, Files, Other Infrastructure...........................................................................................15

Security....................................................................................................................................................15

Workflow.................................................................................................................................................15

Dependencies..........................................................................................................................................15

Conversions.....................................................................................................................................................16

Conversion Overview...................................................................................................................................16

Conversion Detail.....................................................................................................................................16

Conversion Description............................................................................................................................16

Conversion Mapping/Transformation......................................................................................................16

Enhancements.................................................................................................................................................17

Overview......................................................................................................................................................17

Description...................................................................................................................................................17

Enhancement Detail.....................................................................................................................................17

Dictionary Enhancement..............................................................................................................................17

Forms...............................................................................................................................................................18

Workflows........................................................................................................................................................18

Security............................................................................................................................................................18

Role for Security Enhancement................................................................................................................18

Language Translation Requirements................................................................................................................18

Language Translation Overview...................................................................................................................18

Language Translation Detail.....................................................................................................................18

Language Translation Documents............................................................................................................18

3


Test Scenarios..................................................................................................................................................19

Test Scenario Description.............................................................................................................................19

Use Case...................................................................................................................................................19

Test data..................................................................................................................................................19

Transaction Flow......................................................................................................................................19

Appendix A.......................................................................................................................................................20

Additional Files & Supporting Documentation.............................................................................................20

4


Document Control

Revision HistoryNo. Date (DD-MM-YYYY) Name Description1 1/14/2008 Sai Natakala Initial

Approvals

Author's Signature

Your signature verifies that this document complies with functional requirements and represents the intended scope of functional enhancements.

Name Signature Title/Department Date (DD-MM-YYYY)

Management(s) Signature

Your signature verifies you agree with the purpose and scope of this document, the document has been appropriately reviewed, and you understand and accept responsibility for any departmental assignments for your area.

Name Signature Title/Department Date (DD-MM-YYYY)

Distribution List

Name Role

Reference Documents

Document Name Location

5


Business Process

Functional Requirements OverviewThis document covers the requirements related to Activity management business process for the Release 2 Run CRM Solution.

Functional Requirements

ACTV-1: Removing unwanted Follow up transaction type for BP Task

A business transaction TASK Y030 is configured to transaction types as a follow up transaction.

ACTV-1: Removing unwanted Follow up transaction type for BP Task

A business transaction TASK Y030 is configured to transaction types as a follow up transaction.

ACT-8 : Activities Search dropdown cleanup. Hide the following options:

- Trade Promotion

- Trade Promotion Description

- Financial Contract ID

- Responsible at Channel Partner

- Employee Resp. at Channel Partner First Name

- Employee Resp. at Channel Partner Last Name

ACT-9: For Activities:- Hide Questionnaires Assignment block- Hide Dates, Scheduled Actions and Referenced Objects For BP Tasks- Remove Questionnaires and Referenced Objects Assignment Blocks

Impacted (check all required):Configuration MarketingForms/ Email SalesEnhancement ServiceReportsDashboardsInterfacesConversionWorkflow

6


LanguageSecurityThird Party VendorOther ______________

Systems required (check all required): SAP CRM SAP Web Dispatcher SAP ERP FTP/sFTP SAP BCM SAP Web Application Servder SAP Xcelceus SAP BW SAP Solution Manager Other _________________________

7


AssumptionsNo. Assumption Validated By Validation

DateRegion County Issue/Gaps

8


Configuration:

ACTV -1: Removing unwanted Follow up transaction type for BP Task

The transactional processing system is currently configured for the Task Y030.

Process Steps:

1. Logon Web UI using user id sales_man and welcome password.

2. Create an Activity TASK, select ‘more’ button and select follow up option.

The below screen will show the Recommended Activity for the task Y030.

9


Table for follow-up transactions of Transaction type BP Task (Y030).

S.No Description Transaction type

1 BP Opportunity Y0022 BP MKT Out bound E-Mail Y0053 BP Interaction log Y0074 BP E-Mail Y0105 BP Visit with PROD Y0206 BP IC Activity Y1107 BP Complaints YCOM8 BP Confirmation(SME) YECO9 CRM Quotation YAG10 BP IC Lead YLED11 BP Service Request ICSS YCSS12 BP Service Order YESV13 BP Service Contract using SLA (SME) YESC14 BP Service order Quotation(SME) YEOQ15 BP Lead YLD16 BP Tele sales YTSA17 BP IC Service Order YSVO18 Order YTA19 Order YTA1

Configuration Technical Details:1. The transaction type configured for BP Task is Y030 as a source transaction type.2. Check the transactions to the source transaction type mentioned in the above Table for

follow-up transactions of Transaction type BP Task (Y030).

Configuration Documentation: (This Section will be updated after Build and Unit Test Completed).

1. Access the activity using one of the following navigation options:

Transaction code SPRO

SAP CRM IMG menu Customer Relationship Management Basic SettingsTransaction->Copy Control for Transaction types->Define Copying Control for Transaction Types.

1. Select NEW ENTRIES.2. Select Source Transaction as Y030 and Target transaction type as BP Opportunity

(Y002).3. Save the Entry.4. And follow the same procedure for the transaction types maintained in the

above table Table for follow-up transactions of Transaction type BP Task (Y030)

10


ACT-6: Add Opportunities with Open Activities under Activities Sub Menu.

Add the second level Navigation to Work center Activities in Navigation Bar.

Log on to Webclient. On the Navigation Bar, Activities work center the submenu

Opportunity with open activities will be shown.

Procedure:

Transaction code CRMC_UI_PROFILE

SAP CRM IMG menu Customer Relationship Management Business RolesDefine Business Role

Select your business role and click on Adjust Work Centers and assign the work center Activities and click on Adjust Work Center Group Links and make Opportunities with open activities as visible and in menu.

ACT-7: Add Leads with Open Activities under Activities Sub Menu

Add the second level Navigation to Work center Activities in Navigation Bar.

Log on to Webclient. On the Navigation Bar, Activities work center the submenu Leads with Open Activities will be shown.

Procedure:

Transaction code CRMC_UI_PROFILE

SAP CRM IMG menu Customer Relationship Management Business RolesDefine Business Role

Select your business role and click on Adjust Work Centers and assign the work center Activities and click on Adjust Work Center Group Links and make Leads with Open Activities as visible and in menu.

ACT-10: Remove the following options under Activities Submenu.

Log on to Webclient. On the Navigation Bar, Activities work center the submenu leads with Open Activities and Opportunity with open activities will not be shown.

ACT-8 : Activities Search dropdown cleanup. Hide the following options:

- Trade Promotion

- Trade Promotion Description

- Financial Contract ID

- Responsible at Channel Partner

- Employee Resp. at Channel Partner First Name

- Employee Resp. at Channel Partner Last Name

11


Transaction code BSP_WD_CMPWB

Component BT126S_APPT

Select The View ‘ApptSQ’ Select Configuration and Make the changes and save the configurations.

ACT-9: For Activities:- Hide Questionnaires Assignment block- Hide Dates, Scheduled Actions and Referenced Objects For BP Tasks- Remove Questionnaires and Referenced Objects Assignment Blocks

Transaction code BSP_WD_CMPWB

Component BT126S_APPT

Select The View ‘ApptSR’ Select Configuration and Make the changes and save the configurations.

CRM UI None

CRM Navigation

<Enter UI Navigation>

Special Messaging

<Enter Special Messaging>

UI Screen Layout

Screen Logic

None

Roles

This configuration will be done for all roles.

Integration Points

None

12


ReportsNone

Reports Overview

Reports Detail

Reports Description

Reports Scheduling

13


DashboardsNone

Dashboards Overview

Dashboards Detail

Dashboards Description

Dashboards Scheduling

14


IntegrationNone

Integration Overview

External Systems, Files, Other Infrastructure

Security

Workflow

Dependencies

Integration Overview

External Systems, Files, Other Infrastructure

Security

Workflow

Dependencies

15


ConversionsNone

Conversion Overview

Conversion Detail

Conversion Description

Conversion Mapping/Transformation

16


EnhancementsNone

Overview

Description

Enhancement Detail

Dictionary Enhancement

17


FormsNone

WorkflowsNone

Security

Role for Security Enhancement

Role

Security Description

Security Access

Language Translation Requirements None

Language Translation Overview

Language Translation Detail

Language Translation Documents

18


Test Scenarios

Test Scenario Description

Use Case

Test data

Transaction Flow

19


Appendix A

Additional Files & Supporting Documentation

20

activity management functional design document4

Documents

dashboards overview

reports overview

integration overview

open activities

dashboards description

dashboards scheduling

reports description

reports scheduling