What is transaction history in SAP CRM - Customer Relationship Management?

SAP Term: transaction history

• Component: CRM

• Component Name: Customer Relationship Management

• Description: List of business transactions related to the current transaction. From the transaction history, users can navigate to the related transactions. &EXAMPLE& A transaction history for a sales order can consist of a business activity and a quotation as preceding transactions and a billing document as follow-on transaction.

Smart SAP Assistant

• Key Concepts: 
  Transaction history is a feature of SAP Customer Relationship Management (CRM) that allows users to view a chronological list of all transactions that have been completed with a customer. This includes sales orders, invoices, payments, and other activities. It provides an overview of the customer’s relationship with the company and helps to identify any potential issues or opportunities. 
  
  How to Use It: 
  To access the transaction history, users must first log into their SAP CRM system. Once logged in, they can select the “Transaction History” option from the main menu. This will open a list of all transactions that have been completed with the customer. Users can then view details about each transaction, such as the date, amount, and type of transaction. 
  
  Tips & Tricks: 
  When viewing the transaction history, users should pay close attention to any discrepancies between what is listed in the system and what is actually happening in the customer’s account. This can help to identify any potential issues or opportunities that may be present. Additionally, users should take advantage of the filtering options available in order to quickly find specific transactions or types of transactions. 
  
  Related Information: 
  The transaction history feature is closely related to other features in SAP CRM such as customer profiles and analytics. By combining these features, users can gain a better understanding of their customers and their interactions with them. Additionally, this information can be used to create more targeted marketing campaigns and improve customer service.