SAP Knowledge Base Article - Preview

2432429 - [WEBINAR] Building relationships Territories-Accounts

Symptom

Overview:

Territory management enables you to organize your sales markets according to criteria of your choice. This training will give you an overview on how the processing of relationships of territories with accounts, products, or sales areas is done (including aspects of the definition of rules).

AGENDA:

1. Report CRM_TERRMAN_PROC_REL: initial mode.
          (Re)creation of all the relationships between territories and objects.
2. Report CRM_TERRMAN_PROC_REL: delta mode.
          Partial creation or update of the relationships for territory or object changes.
3. Report CRM_TERRMAN_PROC_REL: best practices.
          When to use initial mode/delta mode, what is the advised frequency for the report.
4. Dynamic Build or Update of Relationships.
          Settings to maintain to automatically trigger the build or update of relationships.
5. Master Data Notification Process.
          Automatic build or updates based on territory or object changes.

Other areas such as relationships of employees with territories and their direct assignment to accounts, territory hierarchy definition, partner determination based on territory determined, WebClient UI related issues in territory management application and data transfer are out of the scope of this presentation.

Duration:

60 minutes.


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Environment

This Technical Webinar covers:

CRM Territory Management.

Target audience:

  • SAP System Admins.
  • Key users.
  • Support Engineers.

 Knowledge level:

Intermediate.

Product

SAP Customer Relationship Management 7.0 ; SAP Customer Relationship Management 7.0 on SAP enhancement package 1 for SAP NetWeaver 7.0

Keywords

CRM_TERRMAN_PROC_REL, CRMD_TERR_DELTA, CRMD_TERR_ACCREL, CRMD_TERRMAN_LOG, INITIAL, DELTA, MDN, DYNAMIC UPDATE. , KBA , CRM-MD-TM , Territory Management , How To

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