One doubt on CRM Workflow.

Question

Hi All,
I have a clarification to be made.
Below are some requirements from a CRM project. Now we are planning to train some one to handle this part and essentialy his role is on Workflow. Now my doubt is whether this person should take CRM training or workflow training? One thing to note here is that the person does not have any CRM background also. So my question is whether this person needs to take Workflow training or CRM training( I am not sure whether CRM training has workflow in it) or something else(meaning first CRM and then Workflow, since the project is on CRM)?
The requirements are in bold.
<b>1. Ability to define a Customer Program, including, but not limited to:
will adhere to role based security
informational program characteristics
program eligibility rules
technical prerequisites (e.g. equipment)
program specific options (e.g. bill protection)
enrollment related work flow steps and prerequisites
funding accounts
<i>Comments : Standard SAP functionality. May need workflow</i>
2.Ability to automatically enable or disable program functions.
<i>Comments : Workflow or Actions can be used.</i>
3.Ability to generate automated notifications/ticklers when program steps need to be taken.
<i>Comments : Workflow or Actions can be defined to trigger Notification on certain events.</i>
4. Notify appropriate Program Manager if measure factors or incentive rates are changed.
<i>Comments : Need workflow or Actions to trigger this.</i>
5. Associate the completed audits to actual programs and when applicable tie to a programs workflow requirements.
<i>Comments : Link is Standard SAP Functionality and needs to define workflow.</i>
6. Ability to generate customer communications based on triggers such as; dates, changes to customer information, work flow steps, etc.
<i>Comments : Needs to develop workflow or actions to trigger Notifications on pre-defined rules.</i>
7. Based on program, allow for multiple incentives or timed incentives based on workflow process completion steps.
<i>Comments : Need to be configured in Rebate Processing</i>
</b>
Thank you,
Regards,
Manesh

Answer 1

Hi,
The steps which u have done al are correct
Find the information below for BWA1,BWA5 and BWA7
BWA1:
1.BW adapter which will give you meta data information and if you want to chnage any settings relatede to mapping or if you want add any BDOC mapping you can  do by using this Tcode
2. We c an copy  BW adapter data source and we can create custom BW adapter data  data source by using copy function
3. We can change the selection conditions for the data source
4. we can  bdoc mapping information under mapping tab,if you want to add any new field to map with new bdoc segment ,we have to map here;for ex  if you want to extract  Extractnal reference number from  0CRM_SRV_PROCESS_H  data source
we have to follow below steps
1.enhance Extract structure
2.Add bdoc mapping in BWA1 with perticular BDOC segment for example Sales bdoc segment mapped with Extractnal reference number
3.Add code in Mapping module of data sourc eto fetch data or write code in Badi CRM_BWA_MFLOW to fetch data for newly added fields
BWA5:it will show all activated BW adapter data source information under ACTIVE  tab
BWA7: it will have all BW adapter  delta enabled data source information,if your data source is not available under BWA7 ,that means you didnt enable delta for the same (not intialized )
Table information:
SMOXAFLD: Field List: Key Attributes for BWA Master Data Delta Queue
  for example :  DISTR_CHAN, PRODUCT_GUID,  SALES_ORG are key fields for data source 0CRM_PRODSL_ATTR        
SMOXRELP:BWA: Use of Segments and Fields in DataSources
BDOC segment mapping information fro the data source (which u have used in BWA1 under mapping tab)
SMOXRELP_S: Shadow Table for Table smoxrelp
  which will give information  about BW selection whether we can use this field for BW selection for data loading iof its marked for selection u can see in rsa3 selections.