Activity Management
Functional Design Document
Table of Contents
Table of Contents.......................................................................................................2
Document Control......................................................................................................5
Revision History......................................................................................................5
Approvals...................................................................................................................5
Author's Signature...................................................................................................5
Management(s) Signature.......................................................................................5
Distribution List.......................................................................................................5
Reference Documents.............................................................................................5
Business Process........................................................................................................6
Functional Requirements Overview............................................................................6
Functional Requirements.........................................................................................6
Impacted (check all required):................................................................................6
Systems required (check all required):....................................................................7
Assumptions............................................................................................................8
Configuration:.............................................................................................................9
ACTV -1: Removing unwanted Follow up transaction type for BP Task...................9
ACT-6: Add Opportunities with Open Activities under Activities Sub Menu........11
ACT-7: Add Leads with Open Activities under Activities Sub Menu....................11
ACT-10: Remove the following options under Activities Submenu.....................11
CRM UI......................................................................................................................12
CRM Navigation.....................................................................................................12
Special Messaging.................................................................................................12
UI Screen Layout...................................................................................................12
Reports.....................................................................................................................13
Reports Overview..................................................................................................13
Reports Detail....................................................................................................13
Reports Description............................................................................................13
Reports Scheduling............................................................................................13
Dashboards..............................................................................................................14
Dashboards Overview...........................................................................................14
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Functional Design Document
Dashboards Detail..............................................................................................14
Dashboards Description.....................................................................................14
Dashboards Scheduling......................................................................................14
Integration................................................................................................................15
Integration Overview..........................................................................................15
External Systems, Files, Other Infrastructure.....................................................15
Security..............................................................................................................15
Workflow............................................................................................................15
Dependencies....................................................................................................15
Integration Overview..........................................................................................15
External Systems, Files, Other Infrastructure.....................................................15
Security..............................................................................................................15
Workflow............................................................................................................15
Dependencies....................................................................................................15
Conversions..............................................................................................................16
Conversion Overview.............................................................................................16
Conversion Detail...............................................................................................16
Conversion Description......................................................................................16
Conversion Mapping/Transformation..................................................................16
Enhancements..........................................................................................................17
Overview...............................................................................................................17
Description............................................................................................................17
Enhancement Detail..............................................................................................17
Dictionary Enhancement.......................................................................................17
Forms.......................................................................................................................18
Workflows.................................................................................................................18
Security....................................................................................................................18
Role for Security Enhancement..........................................................................18
Language Translation Requirements........................................................................18
Language Translation Overview............................................................................18
Language Translation Detail..............................................................................18
Language Translation Documents......................................................................18
Test Scenarios..........................................................................................................19
Test Scenario Description......................................................................................19
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Functional Design Document
Use Case............................................................................................................19
Test data............................................................................................................19
Transaction Flow................................................................................................19
Appendix A...............................................................................................................20
Additional Files & Supporting Documentation.......................................................20
Additional Files & Supporting Documentation
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Functional Design Document
Document Control
Revision History
No. Date (DD-MM- Name Description
YYYY)
1 1/14/2008 Sai Natakala Initial
Approvals
Author's Signature
Your signature verifies that this document complies with functional requirements
and represents the intended scope of functional enhancements.
Name Signature Title/Department Date (DD-MM-
YYYY)
Management(s) Signature
Your signature verifies you agree with the purpose and scope of this document,
the document has been appropriately reviewed, and you understand and accept
responsibility for any departmental assignments for your area.
Name Signature Title/Department Date (DD-MM-
YYYY)
Distribution List
Name Role
Reference Documents
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Functional Design Document
Business Process
Functional Requirements
ACTV-1: Removing unwanted Follow up transaction type for BP Task
A business transaction TASK Y030 is configured to transaction types as a follow
up transaction.
ACTV-1: Removing unwanted Follow up transaction type for BP Task
A business transaction TASK Y030 is configured to transaction types as a follow
up transaction.
ACT-8 : Activities Search dropdown cleanup. Hide the following
options:
- Trade Promotion
- Trade Promotion Description
- Financial Contract ID
- Responsible at Channel Partner
- Employee Resp. at Channel Partner First Name
- Employee Resp. at Channel Partner Last Name
ACT-9: For Activities:
- Hide Questionnaires Assignment block
- Hide Dates, Scheduled Actions and Referenced Objects
For BP Tasks
- Remove Questionnaires and Referenced Objects Assignment Blocks
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Functional Design Document
Workflow
Language
Security
Third Party Vendor
Other ______________
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Functional Design Document
Assumptions
No. Assumption Validated Validati Regio County Issue/Ga
By on Date n ps
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Functional Design Document
Configuration:
ACTV -1: Removing unwanted Follow up transaction type
for BP Task
The transactional processing system is currently configured for the Task Y030.
Process Steps:
1. Logon Web UI using user id sales_man and welcome password.
2. Create an Activity TASK, select ‘more’ button and select follow up option.
The below screen will show the Recommended Activity for the task Y030.
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Functional Design Document
Transaction
S.No Description type
1 BP Opportunity Y002
2 BP MKT Out bound E-Mail Y005
3 BP Interaction log Y007
4 BP E-Mail Y010
5 BP Visit with PROD Y020
6 BP IC Activity Y110
7 BP Complaints YCOM
8 BP Confirmation(SME) YECO
9 CRM Quotation YAG
10 BP IC Lead YLED
11 BP Service Request ICSS YCSS
12 BP Service Order YESV
BP Service Contract using SLA
13 (SME) YESC
14 BP Service order Quotation(SME) YEOQ
15 BP Lead YLD
16 BP Tele sales YTSA
17 BP IC Service Order YSVO
18 Order YTA
19 Order YTA1
Transaction SPRO
code
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Functional Design Document
Transaction CRMC_UI_PROFILE
code
Select your business role and click on Adjust Work Centers and assign the work
center Activities and click on Adjust Work Center Group Links and make
Opportunities with open activities as visible and in menu.
ACT-7: Add Leads with Open Activities under Activities Sub Menu
Add the second level Navigation to Work center Activities in Navigation Bar.
Log on to Webclient. On the Navigation Bar, Activities work center the submenu
Leads with Open Activities will be shown.
Procedure:
Transaction CRMC_UI_PROFILE
code
Select your business role and click on Adjust Work Centers and assign the work
center Activities and click on Adjust Work Center Group Links and make Leads
with Open Activities as visible and in menu.
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Functional Design Document
Transaction BSP_WD_CMPWB
code
Component BT126S_APPT
Select The View ‘ApptSQ’ → Select Configuration and Make the changes and
save the configurations.
Transaction BSP_WD_CMPWB
code
Component BT126S_APPT
Select The View ‘ApptSR’ → Select Configuration and Make the changes and
save the configurations.
CRM UI
None
CRM Navigation
<Enter UI Navigation>
Special Messaging
<Enter Special Messaging>
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Functional Design Document
UI Screen Layout
Screen Logic
None
Roles
This configuration will be done for all roles.
Integration Points
None
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Functional Design Document
Reports
None
Reports Overview
Reports Detail
Reports Description
Reports Scheduling
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Functional Design Document
Dashboards
None
Dashboards Overview
Dashboards Detail
Dashboards Description
Dashboards Scheduling
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Functional Design Document
Integration
None
Integration Overview
Security
Workflow
Dependencies
Integration Overview
Security
Workflow
Dependencies
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Functional Design Document
Conversions
None
Conversion Overview
Conversion Detail
Conversion Description
Conversion Mapping/Transformation
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Functional Design Document
Enhancements
None
Overview
Description
Enhancement Detail
Dictionary Enhancement
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Functional Design Document
Forms
None
Workflows
None
Security
Role for Security Enhancement
Role
Security Description
Security Access
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Functional Design Document
Test Scenarios
Use Case
Test data
Transaction Flow
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Functional Design Document
Appendix A
Additional Files & Supporting Documentation
21