2 04 product master
TRANSCRIPT
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Partner DeterminationOverview
Business Partner
Text DeterminationOrganizational Management
Output DeterminationProduct Master
CRM BillingOpportunity Management
Conclusion & Appendix:CRM Best PracticesActivity Management
Sales Transactions
Product Master
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Describe the new concepts of the product master
Process products and enhance them with the aid of settypesand attributes
Explain product hierarchies and categories
Understand the up- and download of product data between theCRM and the R/3 system
Explain the basic functions of a product catelog
Contents
Objectives
At the end of this unit, you will be able to:
The basics of the product master
Processing products
Hierarchies, categories, settypes and attributes
Product data exchange between CRM and R/3
Product catalog
Contents/Objectives
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Your enterprise wants to open new distributionchannels and also to conduct the sale of yourproducts via the CRM system
As product data in the form of material masters is
already available in the backend R/3 system, youuse part of this data, integrate and enhance itaccording to the new CRM product master concept
Business Scenario
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Products, Services and Financing
Structured
products
Services
Configurableproducts
Financing
Materials,
Services andFinancing
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Structure of the CRM Product Master
Status
Short texts
Productcategories
General
GTIN
Product
Basic data
Basic texts
Product 4711 - hard disk
Sales
...
...
...
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Advantages of the CRM Product Master Concept
Enhancement of product master data is possible without
modification
Contrary to R/3, the product master tables are smaller.
Only data structures and data that is really needed areconnected to the product
Product master data is enhanced in the application, not
in the development environment
Documents and multimedia objects can be added to
products
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Assignment to a base hierarchy should always be aimed for
Temporary or inconsistent products can be saved asinactive
Relationships, i.e. dependencies between products can bemodelled (e.g. accessories)
Processing Products
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Logging of all error messages
Use of colors to show the seriousness of the message Navigation in corresponding data fields from the application log
is possible
Application Log
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CRM DB
Productdata inactive
Productcatalog
Order item
CRM Application
Saving temporary or inconsistent product data
Inactive product data cannot be used in CRM applications
Inactive product data can be deleted
Mass maintenance of inactive product data is possible
Inactive Product Data
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CRM DB
Productdata
Archive
The status "to be archived" is assigned in the productmaintenance (preselection for archiving)
The archiving process automatically alters the status to
"archivable" and checks for the usage of product data
If the archiving is successful, the status is automatically set to"archived"
Archiving Products
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Product 1 (PC) Product 2
(manual)
has accessories
Product 3 (HDD20 GB)
Product 4(controller)
has replacement part
Product 3 (HDD20 GB)
BuPa 1
(IDES Inc.)has customers
Product x Product yBuPa z
relationship xy
Relationships
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CRM System
Source
OLTP System
Target
Upload directly from product processing
Subsequent changes in CRM are updated
Upload of CRM Product Data into OLTP
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R/3 system
Source
CRM system
Target
Initial Download (unique)
Delta Download (permanent)
Synchronization (recurring)
Download of CRM product data from OLTP
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Hierarchies and Categories (1)
Except from the base hierarchy R3PRODHIER
hierarchy nodes
machines00100
00125
PC0012500100
hardware
0012500105 workstation
0012500115 printer
categories
subcategories
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R/3 CRM
Material type R3PRODSTYP
Material group R3MATCLASS
Product hierarchy R3PRODHIER
Base hierarchies
with an R/3 customizing download, R/3 material mastergroupings are converted to CRM category hierarchies(base hierarchies)
Hierarchies and Categories (2)
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With the aid of product categories, products can besummarized by various criteria
Product categories are ordered in one or more hierarchies
Categories inherit the product type as well as the set types of
higher level categories
The product type (e.g. product) determines which productscan be assigned
The assignment to a product can be changed or deleted
Hierarchies and Categories (3)
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Set Types and Attributes (1)
Product
Product ID: PC-1000
Description: Campus PC-1000
Unit of quantity: Unit
Short text: Personal Computer 1000
Guarantee: 24 monthsService: 24 hour service
New product: yes
Special price: no
Product attributes Set type
Marketing DataMarketing data(user-defined)
Basic data(standard)
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A set type is a collection of one or more attributes Attributes help describe a product
Attributes can have one or multiple values
Attributes can be configurable
Set Types and Attributes (2)
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Creating hierarchies and categories Creating attributes
Creating set types
Assignment of attributes to set types
Assignment of set types to categories (within the categoryand hierarchy maintenance)
Assignment of the product master to hierarchy/categorydata (within the product maintenance)
Enhancing the Product Master: Step by Step
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17 Inch?
19 Inch?
50 GB?
100 GB?
8x?
12x?
Configuration makes it possible to offer and sell apersonalized product to the customer
For example, a personal computer can be sold in manydifferent specifications
Configurable Products
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A structured product consists of a header product and auser-defined number of component products
Component products are maintained in Relationships
The relationship types set, display and prepack areavailable
Structured Products
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What is a Product Catelog?
The product catelog is a collection and arrangement ofCRM product data for presentation on the Web
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Catalog name
Catalog area 1
Catalog area 2
Header data
status (active/inactive)
basic data
administration data
Variants / Views status (active/inactive)
language
currency
organizational data
pricing procedure
catalog view
Product Catalog Structure (1)
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Product Catalog Structure (2)
Catalog name
Catalog area 1
Catalog area 2
Header data
basic data
text
documents
Item list
product ID
product description
product type
status (active/inactive)
Item details
text
S
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Describe the new concepts of the product master
Process products and enhance them with the aid of settypes andattributes
Explain product hierarchies and categories
Understand the up- and download of product data between theCRM and the R/3 system
Explain the basic functions of a product catalog
You are now able to
Summary