New SD Plant Functionality in CRM 2005

  • by Karen Lindholm, CRM Consultant, PRAGMATEK
  • November 15, 2007
SAP CRM 2005 contains several basic R/3 Sales and Distribution (SD) features to help improve the sales order process. Understand the vendor availability check functionality in CRM 2005 and the settings required to integrate GATP in your CRM system.
Key Concept
Information about these Sales and Distribution (SD) features is available in the SAP CRM 2005 Release Notes at http://service.sap.com/releasenotes. Follow menu path SAP Solutions>SAP Customer Relationship Management (SAP CRM)>Release Notes SAP CRM 5.0 (SP10). Some updates were not documented in these Release Notes, such as changes to the plant mapping (transaction CRM_LOCMAP), which is important to understand when you configure Global Available-to-Promise (GATP) or R/3 Available-to-Promise (ATP).

Are you in the process of implementing or upgrading to CRM 2005? This release mainly showcased new Marketing and Service functionality. However, many plain vanilla R/3 Sales and Distribution (SD) features are included that are not available in earlier CRM releases. These features are not the cornerstones of sales order processing and customer master maintenance, but they are certainly nice-to-have options that longtime R/3 SD users probably hoped for in CRM.

SD functionality along these lines available in SAP CRM 2005 includes allowed order type by sales area, templates for business partners, product proposals for quotations and orders, mass update for sales transactions, listings, credit rating check, electronic output of order confirmations, rebate processing, delivery tracking in the sales order for transportation cross-docking, and third-party order processing. In this article, I’ll review the changes to the business partner (also known as plant) and explain how the availability check works in CRM 2005, which is integral to sales order processing.

Karen Lindholm

Karen Lindholm is a senior consultant with PRAGMATEK Consulting Group in Minneapolis. She has been working with SAP products for more than eight years. As an SAP AG SD consultant, she implemented apparel and footwear (AFS) projects in Europe. Karen has also worked as a global support consultant for SAP America in SD and CRM , as well as a CRM consultant for SAP America’s Demo Development Group. Karen holds a bachelor of arts degree from Stanford University. Currently, she is the CRM consultant for a medical device company.

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