What is summary in SAP CRM-BTX - Business Transactions?

SAP Term: summary

• Component: CRM-BTX

• Component Name: Business Transactions

• Description: Field in Customizing for CRM Activity Management, in which specific information attached to an activity is mapped to groupware, so that the CRM calendar and groupware calendar can be synchronized. The Summary field summarizes the following: Main business partner for activity Category of activity Description of activity The activity category and description attached to the specified business partner are automatically displayed alongside the business partner in the Subject line of an MS Outlook or Lotus Notes appointment. The subject line for an appointment or task in groupware could look as follows: Subject: E-Mail; John Smith; Prepare Demo for Customer

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• Key Concepts: 
  A summary in CRM-BTX Business Transactions is a feature that allows users to quickly view the details of a transaction. It provides an overview of the transaction, including the customer, product, and quantity involved. It also includes any additional information related to the transaction, such as discounts or taxes. 
  
  How to use it: 
  To view a summary of a transaction in CRM-BTX Business Transactions, users can select the “Summary” option from the menu. This will open a window with all the details of the transaction. Users can then review the information and make any necessary changes. 
  
  Tips & Tricks: 
  When viewing a summary of a transaction in CRM-BTX Business Transactions, users should pay close attention to any discounts or taxes that may be applied. This will ensure that they are accurately charged for the transaction. 
  
  Related Information: 
  For more information on CRM-BTX Business Transactions, users can refer to SAP’s official documentation or contact their local SAP representative.