Release Notes SAP Enhancement Package 1 (Including SP11) for SAP CRM 7.0

Transcription

1 Release Notes SAP Enhancement Package 1 (Including SP11) for SAP CRM 7.0

2 Copyright 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see for additional trademark information and notices.

3 Notices of Discontinuation... 6 Legal Changes...11 Business Function Single Euro Payments Area (SEPA)...11 Service-Oriented Architecture...18 Business Function SOA Documentation...18 WebClient UI Framework...34 Business Function UI Framework...34 Business Function UI Framework Documentation...39 Master Data...78 Business Function Complaints & Leads Assignment Blocks on Business Partner OVP...78 Business Function Marketing Permission...80 Business Function Knowledge Article Basic Functions and Performance...93 Business Function Infrastructure...93 Business Function Performance and Large Contracts Business Function Enlarged Text Area and Filters in Text Log Business Function Integration of SAP StreamWork with SAP CRM Business Function Integration of SAP Jam with SAP CRM Business Function SAP CRM BO Change Notification Using SAP NetWeaver Gateway Sales and Service Business Function Sales and Service Business Function Deal Management Business Function Service Management Multichannel Enablement Business Function SAP Web Channel Experience Management for SAP CRM..165 Business Function SAP Web Channel Experience Management 2.0 for SAP CRM Business Function Retail Master Data Integration Business Function SAP Web Channel Experience Management 3.0 for SAP CRM Marketing Business Function Claims and Funds Management Business Function Loyalty Partner Management Business Function Loyalty Productivity Business Function CRM, Funds Management for Marketing Business Function High-Volume Marketing Business Function Marketing Productivity Business Function Trade Promotion Management Business Function FI, Integration with CRM Funds Management for Marketing..235 Business Function SAP Real-Time Offer Management...236

4 Business Function Marketing Mailform Productivity Business Function Campaign Wizard Partner Channel Management Business Function Collaborative Campaign Management Business Function Partner Channel Management, Market Development Funds..248 Interaction Center Business Function IC and Communication-Enabled Business Processes Business Function Task-Based UI for Interaction Center Business Function Rule Modeler Usability Business Function Multifunctional Shared Service Interaction Center Business Function IC Inbox Extensions and Acceleration Business Function IC Inbox Extensions Mobile Business Function Sales and Service for Gateway to SAP NetWeaver Mobile Analytics Business Function SAP BusinessObjects Integration and CRM Interactive Reporting Business Function Interactive Reporting: Report Area for Sales Agreement SAP CRM for Industries: Contract Accounts Receivable and Payable Business Function Financial Customer Care for Contract AR/AP (FI-CAX) SAP CRM for Industries: Financial Services Business Function Performance Improvements Business Function Reporting Extractors for Contingent Liabilities Business Function Tax Compliance SAP CRM for Industries: High Tech Business Function High Tech: Design Win Exchange Business Function High Tech: POS Revenue Recognition SAP CRM for Industries: Insurance Business Function Financial Customer Care for Insurance Companies SAP CRM for Industries: Media Business Function Intellectual Property Management SAP CRM for Industries: Public Sector Business Function Social Services - Benefit Calculation Business Function Investigative Case Management Business Function BRFplus for Grantor Management Business Function Financial Customer Care for Public Sector Organizations Business Function Social Services - Benefit Calculation and Payment SAP CRM for Industries: Telecommunications Business Function Financial Customer Care for Telecommunications Business Function Sales & Order Management for Telecommunications SAP CRM for Industries: Utilities Business Function Utility Energy Retailer...413

5 Business Function Interaction Record Improved Search Business Function Utilities, Maximum Number of Hits in Interaction Center Business Function Meter Reading in Contract Management SAP CRM for Industries: Waste and Recycling Business Function Utilities: Waste and Recycling Business Function-Independent Features Master Data Basic Functions Marketing Sales Interaction Center...451

6 Notices of Discontinuation Mobile Sales and Service for Handheld Devices (Advance Notice of Discontinuation with SP11) As of the following releases, the mobile sales and service functions for handheld devices are no longer actively released due to lack of demand: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP09) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 SAP CRM 7.0 (SP14) SAP CRM 2007 (SP14) SAP CRM 5.0 (SP23) Accordingly, the following business scenarios in SAP Solution Manager are obsolete: Field Account and Contact Management with CRM Mobile Sales for Handheld Field Activity Management with Mobile Sales for Handheld Field Quotation and Order Management with CRM Mobile Sales for Handheld Field Sales with CRM Mobile Sales Online SAP anticipates that the functions will be fully discontinued in In case of queries in regard to this discontinuation, please create a customer message in the SAP Support Portal. Consider also SAP's current offering of mobile apps for use with SAP CRM.

7 Citrix Operation of Mobile Sales and Service for Laptop (Advance Notice of Discontinuation with SP11) As of the following releases, the option to run mobile sales and service functions for laptops on Citrix is no longer actively released due to lack of demand: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP09) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 SAP CRM 7.0 (SP14) SAP CRM 2007 (SP14) SAP CRM 5.0 (SP23) SAP anticipates that the functions will be fully discontinued in In case of queries in regard to this discontinuation, please create a customer message in the SAP Support Portal.

8 Selling via ebay (Advance Notice of Discontinuation with SP11) As of the following releases, the functions for selling via ebay are no longer actively released due to lack of demand: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP09) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 SAP CRM 7.0 (SP14) SAP CRM 2007 (SP14) SAP CRM 5.0 (SP23) Accordingly, the business scenario Web Auctions: Selling via ebay in CRM in SAP Solution Manager is obsolete. SAP anticipates that the functions will be fully discontinued in In case of queries in regard to this discontinuation, please create a customer message in the SAP Support Portal.

9 SAP for Telecommunications: Sales and Order Management for Web Channel (Advance Notice of Discontinuation with SP11) Functions specific to order and contract processing using the Web shop application in SAP for Telecommunications are no longer actively released due to lack of demand. Accordingly, the business scenario Sales and Order Management in Web Channel in the context of SAP for Telecommunications in SAP Solution Manager is obsolete. This applies as of the following releases: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP09) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 SAP CRM 7.0 (SP14) SAP CRM 2007 (SP14) SAP CRM 5.0 (SP23) SAP anticipates that the functions will be fully discontinued in In case of queries in regard to this discontinuation, please create a customer message in the SAP Support Portal.

10 SAP for Telecommunications: Sales and Order Management for Dealer Channel (Advance Notice of Discontinuation with SP11) Functions specific to order and contract processing in the dealer application in SAP for Telecommunications are no longer actively released due to lack of demand. Accordingly, the business scenario Sales and Order Management in Dealer Channel in the context of SAP for Telecommunications in SAP Solution Manager is obsolete. This applies as of the following releases: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP09) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 SAP CRM 7.0 (SP14) SAP CRM 2007 (SP14) SAP CRM 5.0 (SP23) SAP anticipates that the functions will be fully discontinued in In case of queries in regard to this discontinuation, please create a customer message in the SAP Support Portal.

11 Legal Changes Business Function Single Euro Payments Area (SEPA) CRM_SEPA_1: Business Function Single Euro Payments Area (SEPA) Mandates (New for SP11) The business function Single Euro Payments Area (SEPA) Mandates (CRM_SEPA_1) is available as of the following releases: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP08) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 You can use this business function to enable payment by direct debit using the Single Euro Payments Area (SEPA) standard. The business function enables you to enter SEPA mandates in SAP CRM. These mandates are required by the SEPA initiative to harmonize payments in the European Union. For more information, see the following release notes: See also CRM_SEPA_1: Integration of SEPA Mandates in Business Partner (New) CRM_SEPA_1: SEPA Direct Debits for CRM Business Transactions (New) CRM_SEPA_1: SEPA Direct Debits for ERP Sales Documents (New) CRM_SEPA_1: SEPA Mandates in the Financial Customer Care Application (New) SAP Library for Customer Relationship Management on SAP Help Portal at -> <choose release> -> Application Help -> Business Functions for SAP Customer Relationship Management -> Master Data -> Single Euro Payments Area (SEPA) Mandates.

12 CRM_SEPA_1: Integration of SEPA Mandates in Business Partner (New for SP11) As of the following releases, business function Single Euro Payments Area (SEPA) Mandates (CRM_SEPA_1), you can enter SEPA mandates in SAP CRM and exchange them with SAP ERP: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP08) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 SEPA mandates are authorizations issued by the business partner (as debtor) for payment to be collected by you (as creditor) in the form of a direct debit. Such authorizations are required by the SEPA (Single European Payment Area) initiative to harmonize payments in the EU. SEPA mandates can be exchanged between SAP CRM and the following SAP ERP components: Contract Accounts Receivable and Payable (FI-CA) Accounts Receivable (FI-AR) Note: You can only create mandates in SAP CRM if you have integration with one of the above components. Business users can enter mandates in the following places: On the Accounts page in SAP CRM, in the Bank Details assignment block (per bank account) Mandate forms can also be printed. In the Financial Customer Care application (in master data and business agreements) When they are saved, mandates are transferred automatically between SAP CRM and SAP ERP with the business partners to which they are assigned (CRM business partners are equivalent to customers in FI-AR). You can transfer SEPA mandates from SAP ERP to SAP CRM, for example, if you implement SEPA in SAP CRM after you have already started using it in SAP ERP. Effects on Customizing You need to make settings in Customizing for Customer Relationship Management, under Master Data -> Business Partner -> Make Settings for SEPA Mandates. See also Release note CRM_SEPA_1: Business Function Single Euro Payments Area (SEPA) Mandates (New) SAP Library for Customer Relationship Management on SAP Help Portal at -> <choose release> -> Application Help -> Master Data -> Business Partners -> Functions -> Bank and Tax Data -> SEPA Mandates.

13 CRM_SEPA_1: SEPA Direct Debits for CRM Business Transactions (New for SP11) As of the following releases, business function Single Euro Payments Area (SEPA) Mandates (CRM_SEPA_1), you can enable SEPA direct debit payments using the Single Euro Payments Area (SEPA) standard: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP08) for SAP CRM 7.0 SAP enhancement package 1 (SP11) for SAP CRM 7.0 Effects on System Administration To view the ID and status of the SEPA mandate, you must use the UI Configuration Tool to enhance the layout. Both fields are hidden in the standard UI configuration. Therefore, you must choose to display the fields for both headers and items for component BTPAYMENT for the following views: BTPAYMENT/HeaderPayment BTPAYMENT/ItemPayment Effects on Customizing You must enable SEPA direct debit for sales and distribution in SAP ERP. For more information, see SAP Library for SAP ERP on SAP Help Portal at - > <choose release> -> Application Help -> SAP ERP Central Component -> Logistics -> Sales and Distribution (SD) -> Credit and Risk Management (SD-BF-CM) -> SEPA Direct Debit in SD. You must enable SEPA mandates in SAP CRM. For more information, see SAP Library for SAP CRM on SAP Help Portal at -> <choose release> -> Application Help -> Master Data -> Business Partners -> Data -> Bank and Tax Data -> SEPA Mandates. The Customizing settings for defining both terms of payment and payment method for SEPA direct debit must be the same in SAP CRM and SAP ERP. You transfer Customizing settings from SAP ERP to SAP CRM on the SAP Easy Access screen under Architecture and Technology -> Middleware -> Data Exchange -> Initial Load. If you do not transfer Customizing settings, then you must make the following settings: - You choose SEPA direct debit as the payment method in SAP CRM under Customer Relationship Management -> Master Data -> Business Partner -> Define Attributes -> Define Terms of Payment. - You make the setting to require mandates for SEPA direct debit in SAP CRM under Customer Relationship Management -> Master Data -> Business Partner -> Business Agreement -> Define Parameters for Business Agreement -> Define Payment Methods. If you want CRM Billing to support the SEPA standard, you must activate the Support for Single Euro Payments Area feature of CRM Billing (CRMB) in Customizing for SAP CRM under Customer Relationship Management -> Billing -> Configure Application. If you want the system to print IDs for SEPA mandates on invoices, you must create a custom smart form. For information about an example implementation of a smart form, see SAP Note If you want the system to warn you when mandates are not entered for business transactions, you must make settings for the incompleteness check in Customizing for SAP CRM under Customer Relationship Management -> Transactions -> Basic Settings ->

14 Incompleteness Check -> Define Incompleteness Procedures. See also Release note CRM_SEPA_1: Business Function Single Euro Payments Area (SEPA) Mandates (New) SAP Library for Customer Relationship Management on SAP Help Portal at -> <choose release> -> Application Help -> Basic Functions - > SEPA Direct Debits.

15 CRM_SEPA_1: SEPA Direct Debits for ERP Sales Documents (New for SP11) As of the following releases, business function Single Euro Payments Area (SEPA) Mandates (CRM_SEPA_1), you can enable the use of SEPA direct debit payments using the Single Euro Payments Area (SEPA) standard for supported ERP sales documents (that is, sales orders, quotations, and quantity contracts) in SAP CRM: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 (SP08) for SAP CRM 7.0 SAP enhancement package 1 (SP11 ) for SAP CRM 7.0 For more information about creating ERP sales documents in SAP CRM, see SAP Library for SAP CRM on SAP Help Portal at -> <choose release> -> Application Help -> Sales -> Sales Quotation and Order Management -> Sales Transactions -> Entry of ERP Sales Documents in SAP CRM. Effects on System Administration To view the ID and status of the SEPA mandate, you must use the UI Configuration Tool to enhance the layout. Both fields are hidden in the standard UI configuration. Therefore, you must choose to display the fields for both headers and items for component ERP_BILLING for the following views: ERP_BILLING/Header ERP_BILLING/Item Effects on Customizing You must enable SEPA direct debit for sales and distribution in SAP ERP. For more information, see SAP Library for SAP ERP on SAP Help Portal at - > <choose release> -> Application Help -> SAP ERP Central Component -> Logistics -> Sales and Distribution (SD) -> Credit and Risk Management (SD-BF-CM) -> SEPA Direct Debit in SD. You must enable SEPA mandates in SAP CRM. For more information, see SAP Library for SAP CRM on SAP Help Portal at -> <choose release> -> Application Help -> Master Data -> Business Partners -> Data -> Bank and Tax Data -> SEPA Mandates. If want to use SAP ERP for invoicing, you must make settings as follows: - To use Accounts Receivable (FI-AR) in SAP ERP, you must make the appropriate settings in SAP ERP. For more information, see SAP Library for SAP ERP on SAP Help Portal at -> <choose release> -> Application Help -> SAP ERP Central Component -> Accounting -> Financial Accounting (FI) -> Accounts Receivable (FI-AR). - To use Contract Accounts Receivable and Payable (FI-CA) in SAP ERP, you must setup a unique business agreement (called a contract account number in SAP ERP) for the supported ERP sales documents. For more information about FI-CA, see SAP Library for SAP ERP on SAP Help Portal at -> <choose release> -> Application Help -> Industries in SAP ERP -> Contract Accounts Receivable and Payable (FI-CA). If you want the system to warn you when mandates are not entered for business transactions, you must make settings for the incompleteness check in Customizing for SAP ERP under Sales and Distribution -> Basic Functions -> SEPA. See also

16 Release note CRM_SEPA_1: Business Function Single Euro Payments Area (SEPA) Mandates (New) SAP Library for Customer Relationship Management on SAP Help Portal at -> <choose release> -> Application Help -> Basic Functions - > SEPA Direct Debits.

17 CRM_SEPA_1: SEPA Mandates in the Financial Customer Care Application (New for SP11) As of the following releases, business function Single Euro Payments Area (SEPA) Mandates (CRM_SEPA_1), you can assign SEPA mandates to business agreements in SAP CRM and transfer this reference to SAP ERP: SAP enhancement package 3 for SAP CRM 7.0 SAP enhancement package 2 for SAP CRM 7.0 (SP08) SAP enhancement package 1 for SAP CRM 7.0 (SP11) Several list views for SEPA mandates are also available (for example, during payment data maintenance) to show the user which mandates exist/are available in different situations for a specific business partner/bank account. This inclusion of SEPA mandates is available in the Interaction Center and for business users in C&I. rs can view, create and assign SEPA mandates as follows in SAP CRM: On the Business Agreement overview page During payment maintenance - Mandate forms can also be printed. When they are saved, mandate references are transferred automatically between SAP CRM and SAP ERP. As of SAP enhancement package 3 for SAP CRM 7.0, business function Single Euro Payments Area (SEPA) Mandate (CRM_SEPA_1) you can also assign SEPA mandates to the following objects: Objects of Financial Customer Care (like Installment Plan, Promise to Pay and Payment Specifications) Prepaid accounts (when using Provider Contract Management) Contracts in SAP for Public Sector Using this assignment, you can define for each single object which SEPA mandate is to be used for payment processes. If you decide to use only one SEPA mandate for a business partner and IBAN, for example, such an assignment is not mandatory. Effects on Customizing You define that particular payment methods require a SEPA Mandate in Customizing for Customer Relationship Management under Master Data -> Business Partner -> Business Agreement -> Define Parameters for Business Agreement -> Define Payment Methods. Based on this setting, the system checks if a suitable SEPA Mandate exist for the corresponding business partner and the IBAN of the bank details used in the business transaction. See also Release note CRM_SEPA_1: Business Function Single Euro Payments Area (SEPA) Mandates SAP Library for Customer Relationship Management on SAP Help Portal at -> <choose release> -> Application Help -> Master Data -> Business Partners -> Functions -> Bank and Tax Data -> SEPA Mandates.

18 Service-Oriented Architecture Business Function SOA Documentation CRM_SOA_1_DOCU: Business Function SOA Documentation (New) As of SAP enhancement package 1 for SAP CRM 7.0, the business function SOA Documentation (CRM_SOA_1_DOCU) is available. For more information, see the following release notes: CRM_SOA_1_DOCU: Activity Management SOA Services CRM_SOA_1_DOCU: Organizational Management SOA Services CRM_SOA_1_DOCU: Identity Management SOA Services CRM_SOA_1_DOCU: Human Capital Master Data Management SOA Services CRM_SOA_1_DOCU: Digital Asset Management SOA Services CRM_SOA_1_DOCU: Price Master Data Management SOA Services CRM_SOA_1_DOCU: Service Order Management SOA Services CRM_SOA_1_DOCU: Loyalty Membership Activity Processing SOA Services CRM_SOA_1_DOCU: Loyalty Program Membership Data Management SOA Service CRM_SOA_1_DOCU: Voucher Processing SOA Services CRM_SOA_1_DOCU: Service Request Processing SOA Services CRM_SOA_1_DOCU: Trade Promotion Management SOA Services CRM_SOA_1_DOCU: Trade Promotion Agreement Management SOA Services Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function. This business function is only used to provide access to the SOA release notes.

19 CRM_SOA_1_DOCU: Activity Management SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new operations are available in the process component Activity Management: Create Appointment Activity as Bulk (AppointmentActivityCRMBulkChangeRequest_In) This asynchronous operation allows you to create appointment activities as bulk. For example it can use the data entered to create an appointment activity in an external CRM system. Change Appointment Activity as Bulk (AppointmentActivityCRMBulkChangeRequest_In) This asynchronous operation allows you to change appointment activities as bulk. For example it can use the data entered to change a specified appointment activity in an external CRM system. Confirm Appointment Activity as Bulk (AppointmentActivityCRMBulkConfirmation_Out) This asynchronous operation informs you by confirmation message of any changes you made to appointment activities using the Change Appointment Activity as Bulk operation. It also informs you by confirmation message of any appointment activities you create using the Create Appointment Activity as Bulk operation. Find Appointment Activity by Elements (AppointmentActivityCRMBasicDataByElementsQueryRequest_In) This asynchronous operation allows you to search for appointment activities synchronously. The search results are returned to you asynchronously by the Respond Appointment Activity by Elements operation. For example Find Appointment Activity by Elements operation can be used to search an external CRM system for appointment activities that match the search criteria. Respond Appointment Activity by Elements (AppointmentActivityCRMBasicDataByElementsResponseMessage_Out) This asynchronous operation informs you by response message of results from searching appointment activities using the Find Appointment Activity by Elements operation. For example it can be used to return the results of a search of an external CRM system for appointment activities that match the search criteria. Create Interaction Activity as Bulk (InteractionActivityCRMBulkCreateRequest_In) This asynchronous operation allows you to create interaction activities as bulk. For example it can use the data entered to create an interaction activity in an external CRM system. Change Interaction Activity as Bulk (InteractionActivityCRMBulkChangeRequest_In) This asynchronous operation allows you to change interaction activities as bulk. For example it can use the data entered to change a specified interaction activity in an external CRM system. Confirm Interaction Activity as Bulk (InteractionActivityCRMBulkConfirmation_Out) This asynchronous operation informs you by confirmation message of any changes you made to interaction activities using the Change Interaction Activity as Bulk operation. It also informs you by confirmation message of any interaction activities you create using the Create Interaction Activity as Bulk operation. Find Interaction Activity by Elements (InteractionActivityCRMBasicDataByElementsQuery_In) This asynchronous operation allows you to search for interaction activities synchronously. The search results are returned to you asynchronously by the Respond Interaction Activity by Elements operation. For example Find Interaction Activity by Elements operation can be used to search an external CRM system for interaction activities that match the search criteria. Respond Interaction Activity by Elements

20 (InteractionActivityCRMBasicDataByElementsQueryResponse_Out) This asynchronous operation informs you by response message of results from searching interaction activities using the Find Interaction Activity by Elements operation. For example it can be used to return the results of a search of an external CRM system for interaction activities that match the search criteria. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

21 CRM_SOA_1_DOCU: Organizational Management SOA Services As of SAP enhancement package 1 for CRM 7.0, the following new operations are available in the process component Organizational Management: Find Business Partner Basic Data By Responsibility and Business Partner Elements (ResponsibilityCRMBusinessPartnerBasicDataByElementsQueryResponse_In) This synchronous operation allows you to find a channel partner having given responsibilities and other business partner properties. Find Responsibility By Responsible Agent (ResponsibilityCRMByResponsibleAgentQueryResponse_In) This synchronous operation allows you to find the responsibilities of a given agent, type business partner. Create Responsibility (ResponsibilityCRMCreateRequestConfirmation_In) This synchronous operation allows you to create a responsibility for a given agent, type business partner. Change Responsibility (ResponsibilityCRMChangeRequestConfirmation_In) This synchronous operation allows you to changes the responsibilities of a given agent, type business partner. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

22 CRM_SOA_1_DOCU: Identity Management SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new operations are available in the process component Identity Management: Create Identity (IdentityCRMCreateRequestConfirmation_In) This synchronous operation allows you to create an identity with user account and role assignment for non-employees, such as internet users or channel partner contacts. Change Identity (IdentityCRMChangeRequestConfirmation_In) This synchronous operation allows you to change the identity data that is user account and role assignment, for non-employees, such as internet users or channel partner contacts. Find Identity By Business Partner (IdentityCRMByBusinessPartnerQueryResponse_In) This synchronous operation allows you to read the identity data, that is user account and role assignment, for a given business partner. Find Business Partner Basic Data by Identity (IdentityCRMBusinessPartnerBasicDataByIdentityQueryResponse_In) This synchronous operation allows you to find a business partner based on the user account and returns its basic data, that is name, address, and communication data. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

23 CRM_SOA_1_DOCU: Human Capital Master Data Management SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new operation is available in the process component Human Capital Master Data Management: Find Employee by Work Agreement and Employee Basic Data (WorkAgreementCRMEmployeeElementsByIDAndEmployeeBasicDataQueryResponse_In) This synchronous operation allows you to retrieve a list of employees based on name, workplace address, company, or user. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

24 CRM_SOA_1_DOCU: Digital Asset Management SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new outbound service operations are available in the process component Digital Asset Management: Find Allowed Digital Asset Types (DigitalAssetCRMAllowedDigitalAssetTypesQueryResponse_Out) This synchronous operation allows you to read the allowed search criteria (languagedependent) supported by the third party digital asset management system. Find Allowed Digital Asset Properties (DigitalAssetCRMAllowedPropertiesQueryResponse_Out) This synchronous operation allows you to read the allowed search criteria (languagedependent) supported by the third party digital asset management system. Find Digital Asset Version Basic Data By Elements (DigitalAssetCRMVersionBasicDataByElementsQueryResponse_Out) This synchronous operation allows you to find digital asset versions by elements. The response contains the details of the requested digital asset versions. The service can be used to find a particular version or the highest version of a digital asset. Read Digital Asset Version Basic Data (DigitalAssetCRMVersionBasicDataByIDQueryResponse_Out) This synchronous operation allows you to read the basic data of the digital asset version. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

25 CRM_SOA_1_DOCU: Price Master Data Management SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new operations are available in the process component Price Master Data Management. You can use these service operations to check the quality of your data, before you create or change price master data (condition records) via mass maintenance. The following check services are available: Check Sales Price Specification Creation as Bulk (SalesPriceSpecificationCRMBulkCreateCheckQuery) Simulates creation of condition records using mass maintenance Check Sales Price Specification Change as Bulk (SalesPriceSpecificationCRMBulkChangeCheckQuery) Simulates changes to condition records using mass maintenance Respond Sales Price Specification Check as Bulk (SalesPriceSpecificationCRMBulkCheckResponse) Sends the data records that resulted from the simulation, as they would be if the simulated creation/change were saved Note that no new or changed data records are saved on the database during the course of the check services. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function. Process Flow 1. You use the Check Sales Price Specification Creation as Bulk service, to simulate the mass creation of condition records. Alternatively, use the Check Sales Price Specification Change as Bulk service to simulate mass changes (for example, changing the condition rate or the scales). 2. The system uses the Response Service (Respond Sales Price Specification Check as Bulk) to send back the result of the simulation to the initiator. The target system receives a list with data records, as they would look after creation/change under the simulated conditions. No new or changed data records are saved in the service system. 3. If the simulation of the changes achieves a satisfactory result, you can use the service operations Create Sales Price Specification as Bulk or Change Sales Price Specification as Bulk to execute the mass maintenance. Only with these services, the data records are newly created or changed, and saved on the database. If the data records have errors, the system responds as follows: If the errors in a data record mean that it could not be saved, it is submitted to Forward Error Handling. The field check (BAdI), which is executed for every key field, decides whether a data record with errors can still be saved. Examples: A data record with an unknown business partner cannot be saved. A data record with an invalid combination of sales organization and distribution channel has errors, and is not taken into account in price determination, but it can be saved. Such a data record would be sent back in the service response. In this case, all log messages

26 that would be displayed on the UI when maintaining this record are sent back with the service response. Business Add-Ins: There are Business Add-Ins in Enhancement Spot CRM_SPOT_SE_SLSPRSPEC for the operations in process component Price Master Data Management.

27 CRM_SOA_1_DOCU: Service Order Management SOA Services As of SAP enhancement package 1 for SAP CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new operations are available in the process component Service Order Processing: Create Service Order as Bulk (ServiceOrderCRMBulkCreateRequest_In) This asynchronous operation creates service orders as bulk. For example, it can create service orders in a CRM system, based on the data entered (such as business partner, product, and so on). The service orders that are created consist of header information and one or more items. The items can be service, sales, service part, or expense items. Multiple header and item attributes of multiple service orders can be created during one call of the service operation. The operation is intended for application-to-application communication. Change Service Order as Bulk (ServiceOrderCRMBulkChangeRequest_In) This asynchronous operation changes service orders as bulk (see the description of the attributes of service orders above). Multiple header and item attributes of multiple service orders can be changed during one call of the service operation. The operation is intended for application-to-application communication. Confirm Service Order as Bulk (ServiceOrderCRMBulkConfirmation_Out) This asynchronous operation confirms the creation and changing of service orders as bulk. For example, a confirmation can be sent out whenever a service order is created or changed by the above service operations. The operation is intended for application-to-application communication. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

28 CRM_SOA_1_DOCU: Loyalty Membership Activity Processing SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following enhanced operations are available in the process component Loyalty Membership Activity Processing. You use these operations to create and search membership activities. The services include: LoyaltyMembershipActivityJournalCRMRequestConfirmation_In This synchronous operation allows you to maintain a loyalty membership activity journal wherein you can create membership activities against a membership. The journal holds all the activities of a membership which results in accrual or redemption of points against the loyalty member's point account. LoyaltyMembershipActivityJournalCRMBulkRequest_In This asynchronous operation allows you to maintain loyalty membership activity journals in a bulk mode. In this context there exist multiple activity journals. Each individual journal holds activities of a particular membership. LoyaltyMembershipActivityJournalCRMBulkConfirmation_Out This asynchronous operation confirms the membership activities created through the operation maintain loyalty membership activity journal in bulk. When the membership activities are created without any errors, an automatic confirmation is sent to the user. If the membership activities have errors when created, either of the confirmation processes is manually carried out: The membership activities are discarded and a message containing the list of errors is sent to the user. The errors in the membership activities are resolved through the esoa tool and a confirmation message is sent to the user. LoyaltyMembershipActivityJournalCRMMembershipByElementsQueryResponse_In With this synchronous operation, you retrieve membership activities based on search parameters. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

29 CRM_SOA_1_DOCU: Loyalty Program Membership Data Management SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following enhanced operations are available in the process component Loyalty Program Membership Data Management. You use these operations to manage membership information in a loyalty program. LoyaltyProgrammeMembershipCRMCreateRequestConfirmation_In This synchronous operation allows you to create a membership in a loyalty program. LoyaltyProgrammeMembershipCRMUpdateRequestConfirmation_In This synchronous operation allows you to update membership information in a loyalty program. LoyaltyProgrammeMembershipCRMByIDQueryResponse_In This synchronous operation allows you to retrieve information of a specific membership in a loyalty program. LoyaltyProgrammeMembershipCRMBasicDataByElementsQueryResponse_In With this synchronous operation, you retrieve membership information based on search parameters. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

30 CRM_SOA_1_DOCU: Voucher Processing SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following enhanced operations are available in the process component Voucher Processing. You use these operations to utilize a voucher for its realization. The services include: VoucherCRMUtiliseRequestConfirmation_In This synchronous operation allows you utilize a voucher. VoucherCRMBulkUtilisationRequest_In This asynchronous operation allows you to utilize multiple vouchers in bulk mode. VoucherCRMBulkUtilisationConfirmation_Out This asynchronous operation confirms the utilization of vouchers requested through the operation voucher bulk utilization request. When vouchers are utilized without any errors, an automatic confirmation is sent to the user. If the utilization of vouchers has errors, either of the confirmation processes is manually carried out: The vouchers are discarded and a message containing the list of errors is sent to the user. The errors in the voucher are resolved and a confirmation message is sent to the user. The errors can be resolved through the esoa tool or by other alternatives such as the application UI and so on. Note The operations belonging to the business function SOA Documentation (CRM_SOA_1_DOCU) are immediately available when you install SAP enhancement package 1 for SAP CRM 7.0, without activating the business function.

31 CRM_SOA_1_DOCU: Service Request Processing SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new operations are available in the process component Service Request Processing: Create Service Request (ServiceRequestCRMCreateRequestConfirmation_In) This synchronous operation allows you to create a Service Request. For example it can use the data entered to create a Service Request in an external CRM back-end system. Read Service Request (ServiceRequestCRMByIDQueryResponse_In) This synchronous operation allows you to specify a service request and to have its corresponding data returned to you. For example it can be used to read the record of a specified service request in an external CRM back-end system. Update Service Request (ServiceRequestCRMUpdateRequestConfirmation_In) This synchronous operation allows you to update a service request. For example it can use the data entered to update a specified service request in an external CRM back-end system. Find Service Request Basic Data By Elements (ServiceRequestCRMBasicDataByElementsQueryResponse_In) This synchronous operation allows you to search for service requests. For example it can be used to search an external CRM back-end system for service requests that match the search criteria. Create Service Request (ServiceRequestCRMCreateRequest_In) This asynchronous operation allows you to create a Service Request. For example it can use the data entered to create a Service Request in an external CRM back-end system. Confirmation that a service request has been created is sent using the Confirm Service Request operation. Create Service Request as Bulk (ServiceRequestCRMBulkCreateRequest_In) This asynchronous operation allows you to create service requests as bulk. For example it can use the data entered to create one or many service requests in an external CRM backend system. Confirmation that one or many service requests have been created is sent using the Confirm Service Request as Bulk operation. Change Service Request (ServiceRequestCRMChangeRequest_In) This asynchronous operation allows you to change a service request. For example it can use the data entered to change a specified service request in an external CRM back-end system. Confirmation that a service request has been changed is sent using the Confirm Service Request operation. Change Service Request as Bulk (ServiceRequestCRMBulkChangeRequest_In) This asynchronous operation allows you to change service requests as bulk. For example it can use the data entered to change one or many service requests in an external CRM back-end system. Confirmation that one or many service requests have been changed is sent using the Confirm Service Request as Bulk operation. Confirm Service Request (ServiceRequestCRMConfirmation_Out) This asynchronous operation informs you by confirmation message of changes made to a service request using the Change Service Request operation. It also informs you by confirmation message of each service request created using the Create Service Request operation. Confirm Service Request as Bulk (ServiceRequestCRMBulkConfirmation_Out) This asynchronous operation informs you by confirmation message of changes made to one or many service requests using the Change Service Request as Bulk operation.

32 CRM_SOA_1_DOCU: Trade Promotion Management SOA Services As of SAP enhancement package 1 for CRM 7.0, business function SOA Documentation (CRM_SOA_1_DOCU), the following new operations are available in the process component Trade Promotion Management: Create Trade Promotion (TradePromotionCRMCreateRequest_In) This asynchronous operation allows you to create a trade promotion. For example it can use the data entered to create a trade promotion in an external system such as a customer CRM back-end system or a Sales and Volume Planning application. Confirmation that a trade promotion has been created is sent using the Confirm Trade Promotion operation. Create Trade Promotion as Bulk (TradePromotionCRMBulkCreateRequest_In) This asynchronous operation allows you to create trade promotions as bulk. For example it can use the data entered to create one or many trade promotions in an external system such as a customer CRM back-end system or a Sales and Volume Planning application. Confirmation that one or more trade promotions have been created is sent using the Confirm Trade Promotion as Bulk operation. Change Trade Promotion (TradePromotionCRMChangeRequest_In) This asynchronous operation allows you to change a trade promotion. For example it can use the data entered to change a specified trade promotion in an external system such as a customer CRM back-end system or a Sales and Volume Planning application. Confirmation that a trade promotion has been changed is sent using the Confirm Trade Promotion operation. Confirm Trade Promotion (TradePromotionCRMConfirmation_Out) This asynchronous operation informs you by confirmation message of changes made to a trade promotion using the Change Trade Promotion operation. It also informs you by confirmation message of each trade promotion created using the Create Trade Promotion operation. Confirm Trade Promotion as Bulk (TradePromotionCRMBulkConfirmation_Out) This asynchronous operation informs you by confirmation message of changes made to one or many trade promotions using the Change Trade Promotion as Bulk operation. Notify Trade Promotion (TradePromotionCRMNotification_Out) This asynchronous operation informs subscribers of trade promotion events triggered by a change in system status. Read Trade Promotion (TradePromotionCRMByIDQueryResponse_In) This synchronous operation allows you to specify a trade promotion and to have its corresponding data returned to you. For example it can be used to read the record of a specified trade promotion in an external system such as a customer CRM back-end system or a Sales and Volume Planning application.

33 CRM_SOA_1_DOCU: Trade Promotion Agreement Management SOA Services As of SAP enhancement package 1 for CRM 7.0, the following new operations are available in the process component Trade Promotion Agreement Management: Create Trade Promotion Agreement (TradePromotionAgreementCRMCreateRequest_In) This asynchronous operation allows you to create a trade promotion agreement. For example it can use the data entered to create a trade promotion agreement in an external system such as a customer CRM back-end system or a Sales and Volume Planning application. Confirmation that a trade promotion agreement has been created is sent using the Confirm Trade Promotion Agreement operation. Create Trade Promotion Agreement as Bulk (TradePromotionAgreementCRMBulkCreateRequest_In) This asynchronous operation allows you to create trade promotion agreements as bulk. For example it can use the data entered to create one or many trade promotion agreements in an external system such as a customer CRM back-end system or a Sales and Volume Planning application. Confirmation that one or more trade promotion agreements have been created is sent using the Confirm Trade Promotion Agreement as Bulk operation. Confirm Trade Promotion Agreement (TradePromotionAgreementCRMConfirmation_Out) This asynchronous operation informs you by confirmation message of each trade promotion agreement created using the Create Trade Promotion Agreement operation. Confirm Trade Promotion Agreement as Bulk (TradePromotionAgreementCRMBulkConfirmation_Out) This asynchronous operation informs you by confirmation message of changes made to one or many trade promotion agreements using the Change Trade Promotion as Bulk operation.

34 WebClient UI Framework Business Function UI Framework UI_FRW_1: Business Function UI Framework (New) As of SAP enhancement package 1 for SAP CRM 7.0, the business function UI Framework (UI_FRW_1) is available. For more information, see the following release notes: See also UI_FRW_1: Personalization and Configuration of Icons (New) UI_FRW_1: Adding CSS Files and JS Files (New) UI_FRW_1: Authorization for Export to Spreadsheet (New) UI_FRW_1: r Interface Enhancements (New) SAP Library for SAP CRM on SAP Help Portal at -> SAP CRM 7.0 Enhancement Package 1 -> Application Help -> Business Functions (SAP Enhancement Package 1 for SAP CRM 7.0) -> Business Functions for SAP Customer Relationship Management -> UI Framework.