Conditional Contract Management (CCM) Features for Chatbot Applications

1. Purpose and Applications

The available functions provide reference, customization, and control information from SAP Condition Contract Management. They are particularly well-suited for a chatbot that supports business units, key users, Controlling, Purchasing, Sales, and Internal Audit with business-related questions regarding the setup and settlement of condition contracts.

The focus is on questions such as:

• What types of pricing contracts have been set up, and how do they differ?
• What partner, classification, process, and billing logic is planned?
• How are customer and supplier scenarios distinguished from one another?
• Which source documents and sales selection rules determine the relevant transaction basis?
• What status, date, and approval rules must be followed to ensure proper billing?

The functions can be classified into four technical levels:

1. Contract Structure and Classification: Condition contract types, partner types, and classifications describe the basic business model.
2. Process and Governance Management: Process types, process variants, activation status, intended uses, and relevance to determination support compliance-based processing.
3. Billing Control: General, customer-specific, and supplier-specific billing types, as well as date rules, determine how a contract is billed.
4. Sales Selection: Signs, selection groups, field combinations, and source document types determine which business transactions are included in the settlement basis.

Many attributes are available both as code functions and as language-dependent text functions. To provide clear and understandable responses, the chatbot should combine both: codes ensure unambiguous mapping, while text provides the technical term in the desired language. Particularly valuable are cross-function responses that, for example, link a condition contract type with a partner type, classification, billing type, and sales selection.

The current scope of functionality consists primarily of configuration and data validation information. It therefore enables transparency, explanation, and plausibility checks of the business setup. However, it does not include complete individual contracts, billing documents, sales amounts, accruals, or schedule histories. Questions regarding specific contract values, expiring contracts, outstanding payments, or actual variances cannot be reliably answered using this data alone.

2. List of Functions

2.1 Contract Structure, Classification, and Partners

Function	Business Benefits and Appropriate Research Questions
Condition Contract Type	Central function for the business rules set for each contract type. Among other things, it links the field combination series, provision reversal type, classification, beneficiary type, item type, partner type, partial settlement, settlement type, and blocking logic. Suitable for comparing contract models and determining which setup is intended for a specific business case.
Condition Contract Type – Text	Adds language-specific descriptions to the contract types and makes code comparisons understandable to business users.
Condition Contract Classification Type	Assigns classification types to process types. Supports questions regarding business segmentation and the intended process logic.
KK Classification Type – Text	Provides clear descriptions of the classifications, for example, for overviews and decision-making documents.
Partner Type for a Price Contract	Returns the allowed partner types. Suitable for distinguishing between customer, supplier, or other partner scenarios.
Terms and Conditions Contract Partner Type – Text	Translates partner codes into language-specific technical terms.

Typical business management questions:

• What types of contracts are intended for customer and supplier scenarios?
• How do these two types of contracts differ in terms of classification, billing, and the reversal of accruals?
• What type of partner and billing logic are associated with a specific contract type?

2.2 Process, Status, and Governance Management

Function	Business Benefits and Appropriate Research Questions
Condition Contract Process Type	Provides the defined process types and supports the classification of term contracts according to their business workflow.
Conditional Contract Process Type – Text	Adds language-specific descriptions to process types.
Condition Contract Process Variant	For each process variant, it displays, among other things, the approval process, the status group for payroll management, and the default application status for payroll documents. Suitable for governance, approval, and control-related issues.
Conditional Contract Process Variant – Text	Provides clear descriptions of the process variants.
Condition Contract Activation Status	Provides the possible activation statuses as unique codes. Supports the technical interpretation of activation steps.
Terms and Conditions Contract Activation Status – Text	Add descriptive, language-specific names to the status codes.
Condition Contract Purpose Type	Provides information on the possible uses of a conditional contract and helps determine its appropriate business application.
Condition Contract Purpose Type – Text	Add clear descriptions to the purposes.
Pricing Determination Relevance Type	Provides the values indicating whether and how a given circumstance is relevant to contract determination. Important for ensuring the traceability of the automatic determination.
Text for the Pricing Determination Relevance Type	Translates information relevant to the investigation into language-specific technical texts.

Typical business management questions:

• Which process variants require an approval process?
• Which status group and which default status are used for a process variant?
• How should the terms “activation status” and “relevance to the investigation” be understood from a technical perspective?
• What combinations of processes and classifications are supported by the system?

2.3 Billing Types and Date Control

Function	Business Benefits and Appropriate Research Questions
Billing Type for a Condition Contract	Provides the general billing types. Useful for determining the billing logic underlying a contract type.
Terms and Conditions Contract Settlement Type – Text	Adds easy-to-understand labels to billing types.
Contract, Customer Billing Category.	Provides customer-specific billing categories. Supports the differentiation of bonus, compensation, or other customer scenarios according to the system configuration.
KK Customer Billing Type – Text	Provides the language-specific descriptions of the customer billing types.
Terms Contract - Vendor Billing Type	Provides vendor-specific billing types and supports the classification of purchasing scenarios.
KK Vendor Invoice Type – Text	Adds language-specific descriptions to vendor billing types.
Billing Date Type	Returns the possible types of billing data. Useful for determining which date is relevant from a business perspective for a process step.
Text for the Billing Date Type	Adds easy-to-understand labels to billing date types.
Use of Billing Dates	Returns the intended usage types for a billing date. Supports transparent date and period logic.
Use of Billing Dates – Text	Provides language-specific descriptions of how dates are used.

Typical business management questions:

• What types of billing are available for customers, and what types are available for suppliers?
• Which billing type is associated with a specific condition contract type?
• What is the significance of the billing date type and date usage for period cutoff and billing?
• How do customer and supplier processes differ in terms of their technical setup?

2.4 Sales Selection and Basis of the Transaction

Function	Business Benefits and Appropriate Research Questions
Conditional Contract Sales Sign	Provides the inclusion/exclusion logic for selected sales. This is important for determining whether business transactions increase, decrease, or are excluded from the billing basis.
Terms Contract Sales Sign – Text	Add clear descriptions to the sign logic.
Sales Selection Group	Provides the defined selection groups for relevant business transactions. Suitable for a structured explanation of how revenue is determined.
Sales Selection Group – Text	Adds language-specific technical texts to selection groups.
Sales Field Combination Type	Lists the valid field combination types used to segment sales by business area.
Sales Field Combination Type – Text	Add clear descriptions to the field combination types.
Condition Contract Source Document Type	Returns the permitted external reference or source document types. Supports traceability of which business documents serve as the basis.
Terms and Conditions Contract Source Document Type – Text	Adds language-specific labels to source document types.

Typical business management questions:

• Which source document types can be included in the sales base of a condition contract?
• How do the selection group, field combination, and sales sign interact?
• What criteria determine whether a business transaction is included or excluded?
• Which configuration should be reviewed from a technical perspective in the event of an unexpected billing basis?

2.5 Recommended Cross-Functional Analyses

The greatest business benefit comes from combining several functional groups:

• Contract Type Matrix: Merge contract type with classification, partner type, billing type, reversal of accruals, and sales field combination.
• Governance Overview: Compare process types and variants using the approval process, status group, and default status.
• Billing Scenarios: Explain general, customer-specific, and supplier-specific billing types, along with date type and date usage.
• Revenue Calculation Check: Combine the source document type, selection group, field combination, sign, and calculation relevance into a clear chain of rules.
• Customizing Validation: Compare codes and text, flag missing descriptions, and highlight combinations that appear unusual from a technical standpoint for manual review.

3. The Five Most Important Sample Prompts

1. Overview and Comparison of Terms and Conditions Contract Types

Create a German-language overview of all types of term contracts. For each contract type, list the description, classification, partner type, settlement type, provision reversal type, partial settlement type, and assigned sales field combination series. Highlight the most important differences and explain the business scenarios for which each variant appears to be suitable.

This prompt provides clarity regarding the core contract model. Statements regarding suitability should be phrased as a professional assessment rather than as automatic approval.

2. Process Variants and Approval Logic

Compare all process variants for condition contracts. Add the German terms and indicate the approval process, the status group for billing management, and the standard application status. Identify variants with different approval or status logic, and formulate the most important control questions for the business unit.

The prompt supports governance, process harmonization, and the preparation of internal controls.

3. Customer and Supplier Billing

Compare the available customer and vendor billing types, including their German terms. To the extent that this can be inferred from the functions, classify the general terms and conditions contract settlement types as well as settlement date types and date usages. Explain the key business differences and list points that should be reviewed before setting up a new settlement scenario.

The prompt provides a concise decision-making guide for sales and purchasing billing models.

4. Traceability of Revenue Calculation

Explain the configured sales determination logic using source document types, sales selection groups, field combination types, sales signs, and determination relevance. Provide the German text for all codes and describe the situations in which sales might be included, excluded, or incorrectly allocated.

This prompt is suitable for business planning, error analysis, and audit preparation. It evaluates the general structure, not the actual amount of revenue.

5. Customizing Validation

Check the available terms and conditions contract master data for business-related anomalies. In particular, look for codes without German text, contract types with unclear partner or billing assignments, process variants without recognizable approval logic, and combinations of classification, billing type, and sales selection that are difficult to understand. Prioritize the findings based on their potential business impact and formulate specific audit questions for the responsible key users.

This prompt uses the functions for risk-based quality assurance. Any anomalies should be treated as audit notes, as the functions alone do not allow for a complete assessment of operational use.