Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf ·...
Transcript of Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf ·...
![Page 1: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000](https://reader034.fdocuments.net/reader034/viewer/2022042100/5e7cc0bb10f21228417335ff/html5/thumbnails/1.jpg)
Step 1:‐ Click on SAP Logon from desktop & click on CRP.
Step:‐Login with authorized username & password
![Page 2: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000](https://reader034.fdocuments.net/reader034/viewer/2022042100/5e7cc0bb10f21228417335ff/html5/thumbnails/2.jpg)
Following roles must be available for CRM access:
1. CRM_COMPLAINT_HANDLER 2. CRM_CUSTOMER_CREATION 3. DOP_COMMON_ROLE 4. SAP_CRM_UIU_IC_AGENT
Step 3:‐You’ll be logged in to CRM.
Step 4:‐Click Start the webclient UI
![Page 3: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000](https://reader034.fdocuments.net/reader034/viewer/2022042100/5e7cc0bb10f21228417335ff/html5/thumbnails/3.jpg)
Step 5:‐It will redirect to CRM webpage, login with same credentials again
Step 6:‐Login page will appear as below.
![Page 4: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000](https://reader034.fdocuments.net/reader034/viewer/2022042100/5e7cc0bb10f21228417335ff/html5/thumbnails/4.jpg)
Step 7:‐Click on account management & select individual or corporate account
![Page 5: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000](https://reader034.fdocuments.net/reader034/viewer/2022042100/5e7cc0bb10f21228417335ff/html5/thumbnails/5.jpg)
Step 7:‐Corporate customer creation‐>enter full name,account group, address line 1, address line2, city, pinclode, country,region,language,post office.
Step 8:‐ Click on save it will prompt to select sales area & tax.
![Page 6: Step SAP from desktop click on CRP.utilities.cept.gov.in/csi/CSI-SOP/Create_Customer_CRM.pdf · 2018-11-12 · SAP_CRM_UIU_IC_AGENT ... Actions Sal" O OPI List Channel 10 P021308135000](https://reader034.fdocuments.net/reader034/viewer/2022042100/5e7cc0bb10f21228417335ff/html5/thumbnails/6.jpg)
Step 9:‐ Select sales area & tax. Click save button customer account is created.