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

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 Functional Design Document

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

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 Functional Design Document

Use Case............................................................................................................19
Test data............................................................................................................19
Transaction Flow................................................................................................19
Appendix A...............................................................................................................20
Additional Files & Supporting Documentation.......................................................20
Additional Files & Supporting Documentation

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 Functional Design Document

Document Control
Revision History
No. Date (DD-MM- Name Description
YYYY)
1 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

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 Functional Design Document

Business Process

Functional Requirements Overview

This 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 Marketing
Forms/ Email Sales
Enhancement Service
Reports
Dashboards
Interfaces
Conversion

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Functional Design Document

Workflow
Language
Security
Third Party Vendor
Other ______________

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 _________________________

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 Functional Design Document

Assumptions
No. Assumption Validated Validati Regio County Issue/Ga
By on Date n ps

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 Functional Design Document

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.

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Table for follow-up transactions of Transaction type BP Task

(Y030).

Transaction
S.No Description type
1 BP Opportunity Y002
2 BP MKT Out bound E-Mail Y005
3 BP Interaction log Y007
4 BP E-Mail Y010
5 BP Visit with PROD Y020
6 BP IC Activity Y110
7 BP Complaints YCOM
8 BP Confirmation(SME) YECO
9 CRM Quotation YAG
10 BP IC Lead YLED
11 BP Service Request ICSS YCSS
12 BP Service Order YESV
BP Service Contract using SLA
13 (SME) YESC
14 BP Service order Quotation(SME) YEOQ
15 BP Lead YLD
16 BP Tele sales YTSA
17 BP IC Service Order YSVO
18 Order YTA
19 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 SPRO
code

SAP CRM Customer Relationship Management → Basic

IMG menu Settings→Transaction->Copy Control for
Transaction types->Define Copying Control for
Transaction Types.

1. Select NEW ENTRIES.

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 Functional Design Document

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)

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 CRMC_UI_PROFILE
code

SAP CRM Customer Relationship Management →

IMG menu Business Roles→Define 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 CRMC_UI_PROFILE
code

SAP CRM Customer Relationship Management →

IMG menu Business Roles→Define 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.

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 Functional Design Document

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

Transaction BSP_WD_CMPWB
code

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 BSP_WD_CMPWB
code

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>

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 Functional Design Document

UI Screen Layout
Screen Logic
None

Roles
This configuration will be done for all roles.

Integration Points
None

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 Functional Design Document

Reports
None

Reports Overview
Reports Detail

Reports Description

Reports Scheduling

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 Functional Design Document

Dashboards
None

Dashboards Overview

Dashboards Detail

Dashboards Description

Dashboards Scheduling

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 Functional Design Document

Integration
None

Integration Overview

External Systems, Files, Other Infrastructure

Security

Workflow

Dependencies

Integration Overview

External Systems, Files, Other Infrastructure

Security

Workflow

Dependencies

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 Functional Design Document

Conversions
None

Conversion Overview

Conversion Detail

Conversion Description

Conversion Mapping/Transformation

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 Functional Design Document

Enhancements
None

Overview
Description
Enhancement Detail
Dictionary Enhancement

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 Functional Design Document

Forms
None

Workflows
None

Security
Role for Security Enhancement

Role

Security Description

Security Access

Language Translation Requirements

None

Language Translation Overview

Language Translation Detail

Language Translation Documents

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Functional Design Document

Test Scenarios

Test Scenario Description

Use Case

Test data

Transaction Flow

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Functional Design Document

Appendix A
Additional Files & Supporting Documentation

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