What is preceding document in SAP SRD-CRM - CRM-Customer Relationship Management?

SAP Term: preceding document

• Component: SRD-CRM

• Component Name: CRM-Customer Relationship Management

• Description: A document that has been used as a basis to create one or more follow-up documents in the document flow. For example, a purchase order has been created on the basis of a purchase request. In this case, the purchase request is the preceding document of the purchase order.

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• Key Concepts: 
  A preceding document is a document that is created before the current document in a business process. In SAP Customer Relationship Management (CRM), a preceding document is used to store information about the customer and their interactions with the company. This information can then be used to inform decisions about how to best serve the customer. 
  
  How to use it: 
  In SAP CRM, a preceding document can be used to store customer information such as contact details, purchase history, and preferences. This information can then be used to inform decisions about how to best serve the customer. For example, if a customer has previously purchased a product from the company, the preceding document can be used to suggest similar products or services that may be of interest to them. 
  
  Tips & Tricks: 
  When creating a preceding document in SAP CRM, it is important to ensure that all relevant information is included. This will ensure that the customer’s interactions with the company are accurately recorded and can be used to inform decisions about how to best serve them. 
  
  Related Information: 
  SAP CRM also offers other features such as customer segmentation and analytics which can be used in conjunction with preceding documents to gain insights into customer behaviour and preferences.