Business transactions

[Former Member]

Hi Experts

What is business Transaction?

What is the major difference between Copy control and Follow-up Transaction?

Where we are maintain Follow-up transaction in IMG

Thanks

Mahi

[Former Member · Accepted solution]

Hi Mahi,

A business Transaction in mySAP CRM is used to describe Business Processes and Transactions. It is used to describe the business Flow in SAP CRM. It can cover several business cased like SALES ORDER,SERVICE ORDER.

It can generally split between 2 sections. 1. Header Data - General Data and 2. Item Data - Item Category Data.

You can have a look at this following slides for a complete details of Business Transactions:

http://help.sap.com/saphelp_crm50/helpdata/en/5b/e4f53911cac83ce10000000a114084/frameset.htm.

Thanks,

Samantak.

[nelson_raj2]

Hi Mahi,

Please find the answers to your questions from SAP documentation itself:

1. The business transaction concept has the following meanings:

- A business transaction can cover several business cases, for example, sales order and contact.

- There is a similar interface for processing all types of business transactions. There is a strict split between the user interface and the processing of transactions.

- Similar functions are available in all types of business transactions.

A business transaction expresses a business interaction with a business partner.

- The business transaction provides business structures and functions that can be used in various processes of a company, for example, in sales, marketing or service.

- Depending on the Leading Transaction Category (for example, contact, opportunity, sales, service), a

business transaction has a certain structure.

Examples

· Tasks have only a header level.

· Leads, opportunities and service transactions have a header and item level.

· Sales transactions additionally have a schedule line level (delivery quantities and delivery dates,

possibly after an ATP check).

2. The primary differences between Follow up and Copying the document are:

a. In Copying, Header and Item level data are automatically copied, whereas in Follw up only header data is copied, and there is an option to copy/not copy the item data

b. In Copy, the copied transaction also has the same transaction type as the original, however in Follow up any activity can be used as Source and Target transaction types

c. Further, in copying, the change documents within a transaction are not updated, whereas in follow up, the transaction change documents are also updated.

3. Copying control can be maintained in Customizing: IMG - Customer Relationship Management - Transactions - Basic Settings - Copying Control for Business Transactions

Thanks & Regards,

Nelson.