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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Copyright IBM Corporation 2009
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
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Copyright IBM Corporation 2009
IBM Global Business Services
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/
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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
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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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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