Activity Management Functional Design Document4
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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
2
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
3
Functional Design Document
Use Case............................................................................................................19 Test data............................................................................................................19 Transaction Flow................................................................................................19 Appendix A...............................................................................................................20 Additional Files & Supporting Documentation.......................................................20 Additional Files & Supporting Documentation
4
Functional Design Document
Document Control Revision History No.
Date (DD-MMYYYY) 1/14/2008
1
Name
Description
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-MMYYYY)
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
Distribution List Name
Role
Reference Documents Document Name
5
Location
Date (DD-MMYYYY)
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 Forms/ Email Enhancement Reports Dashboards Interfaces Conversion
6
Marketing Sales Service
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 _________________________
7
Functional Design Document
Assumptions No.
Assumption
8
Validated By
Validati on Date
Regio n
County
Issue/Ga ps
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.
9
Functional Design Document
Table for follow-up transactions of Transaction type BP Task (Y030).
S.No
Description
1 2 3 4 5 6 7 8 9 10 11 12
BP Opportunity BP MKT Out bound E-Mail BP Interaction log BP E-Mail BP Visit with PROD BP IC Activity BP Complaints BP Confirmation(SME) CRM Quotation BP IC Lead BP Service Request ICSS BP Service Order BP Service Contract using SLA (SME) BP Service order Quotation(SME) BP Lead BP Tele sales BP IC Service Order Order Order
13 14 15 16 17 18 19
Transaction type Y002 Y005 Y007 Y010 Y020 Y110 YCOM YECO YAG YLED YCSS YESV YESC YEOQ YLD YTSA YSVO YTA 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 SAP CRM IMG menu
1.
10
SPRO
Customer Relationship Management → Basic Settings→Transaction->Copy Control for Transaction types->Define Copying Control for Transaction Types.
Select NEW ENTRIES.
Functional Design Document
2. 3. 4.
Select Source Transaction as Y030 and Target transaction type as BP Opportunity (Y002). Save the Entry. 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 code SAP CRM IMG menu
CRMC_UI_PROFILE
Customer Relationship Management → 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 code SAP CRM IMG menu
CRMC_UI_PROFILE
Customer Relationship Management → 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.
11
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 code Component
BSP_WD_CMPWB
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 Component
BSP_WD_CMPWB
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>
12
Functional Design Document
UI Screen Layout Screen Logic None Roles This configuration will be done for all roles. Integration Points None
13
Functional Design Document
Reports None
Reports Overview Reports Detail
Reports Description
Reports Scheduling
14
Functional Design Document
Dashboards None
Dashboards Overview Dashboards Detail
Dashboards Description
Dashboards Scheduling
15
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
16
Functional Design Document
Conversions None
Conversion Overview Conversion Detail
Conversion Description
Conversion Mapping/Transformation
17
Functional Design Document
Enhancements None
Overview Description Enhancement Detail Dictionary Enhancement
18
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
19
Functional Design Document
Test Scenarios Test Scenario Description Use Case
Test data
Transaction Flow
20
Functional Design Document
Appendix A Additional Files & Supporting Documentation
21
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
2
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
3
Functional Design Document
Use Case............................................................................................................19 Test data............................................................................................................19 Transaction Flow................................................................................................19 Appendix A...............................................................................................................20 Additional Files & Supporting Documentation.......................................................20 Additional Files & Supporting Documentation
4
Functional Design Document
Document Control Revision History No.
Date (DD-MMYYYY) 1/14/2008
1
Name
Description
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-MMYYYY)
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
Distribution List Name
Role
Reference Documents Document Name
5
Location
Date (DD-MMYYYY)
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 Forms/ Email Enhancement Reports Dashboards Interfaces Conversion
6
Marketing Sales Service
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 _________________________
7
Functional Design Document
Assumptions No.
Assumption
8
Validated By
Validati on Date
Regio n
County
Issue/Ga ps
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.
9
Functional Design Document
Table for follow-up transactions of Transaction type BP Task (Y030).
S.No
Description
1 2 3 4 5 6 7 8 9 10 11 12
BP Opportunity BP MKT Out bound E-Mail BP Interaction log BP E-Mail BP Visit with PROD BP IC Activity BP Complaints BP Confirmation(SME) CRM Quotation BP IC Lead BP Service Request ICSS BP Service Order BP Service Contract using SLA (SME) BP Service order Quotation(SME) BP Lead BP Tele sales BP IC Service Order Order Order
13 14 15 16 17 18 19
Transaction type Y002 Y005 Y007 Y010 Y020 Y110 YCOM YECO YAG YLED YCSS YESV YESC YEOQ YLD YTSA YSVO YTA 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 SAP CRM IMG menu
1.
10
SPRO
Customer Relationship Management → Basic Settings→Transaction->Copy Control for Transaction types->Define Copying Control for Transaction Types.
Select NEW ENTRIES.
Functional Design Document
2. 3. 4.
Select Source Transaction as Y030 and Target transaction type as BP Opportunity (Y002). Save the Entry. 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 code SAP CRM IMG menu
CRMC_UI_PROFILE
Customer Relationship Management → 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 code SAP CRM IMG menu
CRMC_UI_PROFILE
Customer Relationship Management → 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.
11
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 code Component
BSP_WD_CMPWB
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 Component
BSP_WD_CMPWB
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>
12
Functional Design Document
UI Screen Layout Screen Logic None Roles This configuration will be done for all roles. Integration Points None
13
Functional Design Document
Reports None
Reports Overview Reports Detail
Reports Description
Reports Scheduling
14
Functional Design Document
Dashboards None
Dashboards Overview Dashboards Detail
Dashboards Description
Dashboards Scheduling
15
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
16
Functional Design Document
Conversions None
Conversion Overview Conversion Detail
Conversion Description
Conversion Mapping/Transformation
17
Functional Design Document
Enhancements None
Overview Description Enhancement Detail Dictionary Enhancement
18
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
19
Functional Design Document
Test Scenarios Test Scenario Description Use Case
Test data
Transaction Flow
20
Functional Design Document
Appendix A Additional Files & Supporting Documentation
21
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