Answer / upendar sharma

Defining a Transaction Type

Use

A transaction type defines the attributes and
characteristics of a business transaction (for example,
sales order, service request, visit) and the controlling
attributes (for example, text determination procedure,
partner determination procedure, status profile,
organizational data profile). A transaction type controls
the processing of a particular business transaction.

The service process is used to represent services in the
system. From a business viewpoint, a service process can
take the character of an order, or can be used to enter a
request.

You must define a transaction type and the necessary
controlling attributes according to your specific service
process.

Prerequisites

To define a transaction type, you must have first defined
the following determination procedures or profiles to
enable you to use them in your transaction type:

Partner determination procedure (see Defining a Partner
Determination Procedure)
Organizational data profile (see Setting Up Organizational
Data Determination)
Date profile (see Defining a Date Profile)
In addition, you should have defined number ranges for your
service processes (see Defining a Number Range).

Procedure

In the Implementation Guide (IMG), choose Customer
Relationship Management ® Transactions ® Basic Settings ®
Define Transaction Types.
Define the transaction type by defining the important
controlling attributes, such as the leading business
transaction category, the partner determination procedure,
the organizational data profile, date profile and the
number range assignment, in addition to defining a key and
a short description of the transaction type. You must set
Service as the leading business transaction category so
that the service process items can be read later as service
tasks in the service item list in the Resource Planning
Tool.
Select Assignment of Business Transaction Categories in the
dialog structure and assign the business transaction
categories Service and Business Activity.


You can assign one or more business transaction categories
to one transaction type. Only certain combinations of
business transaction categories are possible. Select the
additional business transaction categories according to the
leading business transaction category.

To use pricing, you must also assign the business
transaction category Sales to the transaction type.

Choose Customizing Header in the dialog structure to make
the Customizing settings for the header level for the
business transaction categories you selected.


You must make different settings here according to each
business transaction category.

You can maintain the fields Priority, Category, Goal and
Direction for the business transaction category Business
Activity. Maintaining the fields Task, Calendar and Subject
Profile has no effect since these are not used in Service.

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