04 sap crm sales product_master_final

SAP CRM 7.0Detailed View

SAP CRM 7.0 – Product

Product Master

1. Introduction2. Product Master in SAP CRM3. Further Information

Agenda

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Challenges

Enable product master data enhancements to meet the unique requirements of companies in a variety of industries

Product attributes can be defined to meet a company‘s go-to-market needs

Get the best possible market overviewAvailability of sales-relevant product information at the point of saleComparability of own products with competitor products

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Product – Features

Product – integrated in sales, service, and marketing processes andchannels

Product data maintenance using templatesCondition maintenance at category levelExtensibility of product master dataCategorization of productsProduct search and identification by alternative IDsProduct relationships

With other productsWith accounts

Competitor productsEnhanced status managementChange historyManagement of batches and configurable products Data exchange with SAP ERP and external systems

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Product – Benefits

Increased user adoption, effectiveness, and satisfactionDecreased adaptation costsIncreased comparability with competitor products as a basis for strategic decisions in marketing and sales

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Agenda

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Product Master

Product MasterContains data of a tangible or intangible product

Product ID and alternative IDsDescriptionsGeneral dataDistribution channel-related data Prices and taxesDocuments

Extensibility of product master by business-specific attributes

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Product Master

Search result list

Overview page

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Categories and Product Hierarchies

A product can be assigned to one category per hierarchyCategories are arranged in hierarchies. There can be more than one hierarchy.

Product Hierarchy

Hole punches Paper

Felt-tip pens Highlighters Ballpoint pens

L5008

Top star

Pens

Stationery

= Category

= Product

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Set Types and Attributes

Product Hierarchy

Stationery

Hole punches Pens Paper

Felt-tip pens Highlighters Ballpoint pens

Top star

L5008

ADMIN

Room

Cupboard

Ordered by

Deletable

Customer-defined set type

Attribute

COLOR

Color

ADMIN

ADMIN ADMIN ADMIN COLORCOLORCOLOR

COLORADMINADMINADMIN COLORCOLOR

UNDOUNDOUNDO

3 SETS:Room: EVZ, C5.02Cupboard: 1Ordered by: Mike MillerColor: RedDeletable: No

The graphic contains customer-defined set types only, not standard set types.

UNDO

= Category

= Product

= Inherited set type© SAP 2008 /

Conditions at Category Level

The conditions at category level are valid for all products of the category

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Condition Maintenance at Category Level

Condition maintenance at category level

The conditions of the higher-level categories can also be taken into account in pricing determination

You have to define the relevant product hierarchies as pricing relevant

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Enhanced Product Master Data Maintenance

Maintenance of descriptions in multiple languages independent of logon language possible for:

AttributesAttribute valuesSet typesCategories

Multi-line set typesDesignate one or more attributes as key field(s)Allow several entries for each attribute of this set typeMaintain attributes in tabular form

Note: The PME is no longer needed to define multi-value attributes

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Alternative Product IDs

Alternative product IDs that conform to industry standards can be usedAs industry-specific ID types

Vehicle identification number (SAP Automotive)ISBN (SAP Media)GTIN (Consumer Industries)Serial numbers (SAP High Tech)

Instead of the product ID inSales transactionsProduct search and maintenance External interface

As the main ID typeOnly one ID type can be used as the main ID type. It is part of the product header data.

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Enhanced Status Management

Enhanced status managementDefinition of user statusMaintenance of user and system statusHistory of status changes

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Templates for Products

Using templates in product data maintenanceDefinition of templates at category level

Simplify and accelerate your product data maintenance by using templates

When referencing templates there is a permanent link to the data of the template. That data then does not belong to the product itself.When copying data from templates that data then belongs to the product itself and can be overwritten if necessary.

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Definition of Templates

Definition of templates at category level

Note: Template instances are inherited by default within a product hierarchy.

Templates in Product Hierarchies

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Product Relationships in CRM

RelationshipsExist between a product and one or more other products or accountsExamples of possible relationships:

Accessory ofService forService parts ofHas customer’s product number

A product can have any number of relationships with any number of other products or accounts.

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Product Relationships in CRM

Relationships

Download of ERP customer material number to CRMNew relationship type for customer material number and shipping plant infoStorage according to distribution chainInitial downloadDelta download

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Competitor Products

Competitor products

Maintenance of competitor productsLean product master for competitor productBidirectional data exchange with mobile client

RelationshipsCompetitor – competitor productAccount – competitor productOur product – competitor product

Integration in business processesOpportunity Management

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Batch Management

Managing batches in CRMERP download of classification data (class type 23) in order to manage batches in CRM

ClassesCharacteristicsAssignment of product – classification data

Initial downloadDelta downloadFlag in product master: relevant for batchesBatches can be maintained in the sales order item Availability check (APO) on batch level

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Product Master Data Exchange ERP CRM

Preliminary stepsCarry out the complete Customizing download

Product-relevant Customizing object: DNL_CUST_PROD1– SAP ERP material types CRM basis hierarchy: R3PRODSTYP – SAP ERP material groups CRM basis hierarchy: R3MATCLASS– SAP ERP product hierarchies CRM basis hierarchy: R3PRODHIER

Carry out initial downloadBusiness object: MATERIAL

OngoingAutomatic delta download when changing material master data

Setup and load guide

© SAP 2008 /

Summary: Download Material Master from ERPto CRM

1) Materials from an ERP system can be downloaded to CRM.

2) CRM product master data is created from ERP material master data.

3) If material master data in the connected ERP system is changed, the corresponding product master data in CRM is also changed.

4) CRM product master data downloaded from the connected ERP system can be changed in CRM. These changes are not uploaded back to the ERP system.

5) CRM product master data can be enhanced with CRM-specific data, for example, additional categories can be assigned.

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Summary: Upload Product Master from CRM to ERP

1) Product master data created in CRM can be uploaded to the connected ERP system as material master data.

2) ERP material master data can be changed, but the changed data is not replicated to the CRM product master data.

3) ERP material master data can be enhanced with ERP-specific data, such as plant data and accounting data.

4) If CRM product master data is changed, the product is uploaded again and ERP material master data is changed, based on the current CRM product master data.

5) If CRM product master data is changed, earlier changes made in the ERP material master data are lost. ERP-specific data, such as plant or accounting data is not affected.

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Service Oriented Architecture (SOA): Material Product Services

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Product Data MaintenanceRead Material Attachment FolderMaterial

Product Data MaintenanceRead MaterialMaterial

Product Data MaintenanceFind Material Basic Data by ElementsMaterial

Product Data MaintenanceCreate Material As BulkMaterial

Product Data MaintenanceCreate Material ConfirmationMaterial

Product Data MaintenanceCreate MaterialMaterial

Product Data MaintenanceConfirm Material As BulkMaterial

Product Data MaintenanceConfirm MaterialMaterial

Product Data MaintenanceChange Material ConfirmationMaterial

Product Data MaintenanceChange MaterialMaterial

Process ComponentService NameBusiness Object

Service Oriented Architecture (SOA): Service Product Services

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Product Data MaintenanceRead Material Attachment FolderService Product

Product Data MaintenanceRead Service ProductService Product

Product Data MaintenanceFind Service Product Basic Data by Elements

Service Product

Product Data MaintenanceCreate Service Product As BulkService Product

Product Data MaintenanceCreate Service Product ConfirmationService Product

Product Data MaintenanceCreate Service ProductService Product

Product Data MaintenanceConfirm Service Product As BulkService Product

Product Data MaintenanceConfirm Service ProductService Product

Product Data MaintenanceChange Service Product ConfirmationService Product

Product Data MaintenanceChange Service ProductService Product

Process ComponentService NameBusiness Object

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Further Information

SAP CRM - Roll-Out Maphttps://portal.wdf.sap.corp/go/crm-rollout-map

SAP CRM - Ramp-Up Knowledge Transfer (RKT)http://service.sap.com/rkt-crm

SAP CRM – Demo Portalhttp://crmportal.wdf.sap.corp:1080

SAP CRM – WiKihttps://wiki.wdf.sap.corp/display/SAPCRMHub/Home

SAP CRM - Help Portalhttp://help.sap.com/crm

SAP Public Webhttp://www.sap.com/crm

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04 sap crm sales product_master_final

Documents

product sap

intangible product product

product benefits

product featuresproduct

category sap

product masterproduct

relevant product hierarchies

relevant product information