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Therefore, you define a new opportunity transaction type and set the relevant parameters to match your business requirements. This should be carried out in a typical business scenario, such as creating an opportunity that may result in a sales order.
Example: Step 1 The first step in the example is to create a new transaction type for the opportunity, which fulfills the requirements for the business scenario in question. Usually, this is done by copying an existing entry and changing the relevant parameters in a second step: Check the standard Customizing for an appropriate entry and, if available, copy it.
Depending on the kind of transaction type and the kind of product used, a special item category will be found. This item category manages further processing. Therefore, you must maintain item category determination.
To do this, select your created transaction type. Access path: E. By using Business Add-Ins, customers can insert additional code without modifying the original object. Pull it all together with key CRM service functionality and business scenarios.
Monitor your business' progress with CRM analytics, while measuring performance and workload analysis. With more than 12 years of practical CRM experience, Chandrakant has worked on multiple projects around core areas of marketing, sales and service with different CRM applications like customer Interaction Center and Web Channel.
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