Quotations Project

[Former Member]

Dear Experts,

I'm new to SAP CRM and this is my first project to work. Below are the project requirements. Can someone help me giving detailed step by step instruction how I can accomplish this?

Project details

We are in the process of bringing the quotes system into Webui. An opportunity is created via an upload process (this has already been taken care) and also manually in CRM. An email should be sent to regional sales rep when an opportunity is created. A master quote will be created with or without reference of opportunity. Once quote is created, it should send an email to sales reps. The quote admin controls the pricing, margin analysis when they approve the quote, the system should check for a specific type of product in the quote and if exists, route to sales rep and if product doesn't exist, check for the price and if the margin is >25% then rout to one person if not to another person. The notifications should be via email.

There is already org model created and business role and role config key has already been assigned. My question to you all is,

1) when I create a z transaction type be linked to a business role to ensure that the users can get to see the data that is relevant to their org?

2) How does the approval process work? how can I set up the approval process?

3) Is there any special org structure required?

Please advise

Thanks,

Sri

[hongyan_shao · Accepted solution]

Hi,

Let me try to help,

1) do you mean to limit authorization?

you may consider authorization objects CRM_ORD_*, you may check online help

http://help.sap.com/saphelp_crm60/helpdata/en/e9/b29a39e7aee372e10000000a11402f/frameset.htm

for more detail

2) you may introduce workflow, or use simple status management

a. for workflow, I am not so familiar, which might need to be used together with status management also I guess.

b. for simple status management, you may define a status profile with status like

APP1 Aproved by Level 1

APP2 Aproved by Level 2

and different auth. code to allow status set only by different user.

and check the condition to send out the notification email via action.

3) no special needed I believe

Hongyan

ps: as this is not a webclient ui specific topic, moving this thread

[Former Member · Accepted solution]

Thanks for you help. Since this should be done in webui. I thought this will be an appropriate place to post the thread

[hongyan_shao · Accepted solution]

Hi,

You are welcome. that's no problem. It is always confused what web ui topic is focused.

normally, if we talk about web ui, it is related to web ui customizing/settings/errors.

If the problem is related to certain application setting, take your example as status, business transaction control, this is normally user interface dependent, as the business control no matter what interface, needs to work as you required.

We can always discuss if you like.

Hongyan