1. SAP Glossary
  2. Customer Relationship Management
  3. controlling type


What is controlling type in SAP CRM - Customer Relationship Management?


SAP Term: controlling type

  • Component: CRM

  • Component Name: Customer Relationship Management

  • Description: A Customizing setting that decides where costs and revenues for a combination of validity period, transaction type, and service organization are to be posted. Costs and revenues can be posted to the following: An internal order A profitability segment and/or profit center mass-object controlling To the account assignment object in No controlling is necessary


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  • Key Concepts: 
    Controlling type is a feature of SAP CRM Customer Relationship Management that allows users to define the type of controlling that should be used for a particular customer. It is used to determine the level of control that should be applied to the customer's activities. This can include setting limits on the number of transactions, the amount of money that can be spent, and other restrictions. 
    
    How to use it: 
    To use controlling type in SAP CRM, users must first define the types of controlling that they want to apply to their customers. This can be done by creating a controlling type in the system and assigning it to a customer. Once this is done, users can then set limits on the number of transactions, the amount of money that can be spent, and other restrictions for that customer. 
    
    Tips & Tricks: 
    When setting up controlling type in SAP CRM, it is important to consider the customer's needs and preferences. For example, if a customer has a limited budget, it may be beneficial to set a lower limit on the amount of money that can be spent. Additionally, it is important to ensure that all controlling types are properly configured so that they are applied correctly. 
    
    Related Information: 
    For more information about controlling type in SAP CRM, please refer to the official SAP documentation. Additionally, there are many online resources available that provide detailed instructions on how to configure and use this feature.
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