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SAP CRM 7.00
December 2010
English
CRM Master Data
Replication (C03)
SAP AGDietmar-Ho-Allee 1!!"1"0 #all$or% German&
'(il$ing 'loc) Con%ig(ration G(i$e
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
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2010 SAP AG. All rights reser/e$.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
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Contents
1 P(rose..........................................................................................................................7
2 Prearation.....................................................................................................................7
2.1 PrereF(isites............................................................................................................7
2.2 SAP otes...............................................................................................................7
+ Con%ig(ration..................................................................................................................
+.1 Master Data Relication ERP - CRM.....................................................................
+.1.1 Relicating '(siness Partners...........................................................................
+.1.1.1 General 6n%ormation....................................................................................
+.1.1.1.1 De%ining So(rces %or '(siness Partner Creation.................................
+.1.1.1.2 '(siness Partner Concet ERP I- CRM..........................................
+.1.1.1.+ De%ining (mber Assignment Strateg& %or '(siness Partners............"
+.1.1.2 Maing '(siness Partner Master Data %rom ERP to CRM......................12
+.1.1.2.1 6$enti%&ing Rele/ant ERP Acco(nt Gro(s *SAP ERP,.....................12
+.1.1.2.2 De%ining (mber Ranges %or CRM '(siness Partners *6, *SAP CRM,........................................................................................................1+
+.1.1.2.+ De%ining CRM '(siness Partners Gro(ings *6, *SAP CRM,............1<
+.1.1.2.< Creating ERP Re%erence C(stomer *SAP ERP,...............................18
+.1.1.2.8 Assigning Cons(mer - Re%erence C(stomer *SAP ERP,..................1!
+.1.1.2.! Maing ERP Acco(nt Gro(s to CRM Classi%ications *SAP ERP,..17
+.1.1.+ Maing '(siness Partner Master Data %rom CRM to ERP.....................1
+.1.1.+.1 De%ining (mber Ranges %or CRM '(siness Partners *66, *SAPCRM,...............................................................................................1"
+.1.1.+.2 De%ining CRM '(siness Partners Gro(ings *66, *SAP CRM,...........1"
+.1.1.+.+ Creating ERP '(siness Partner (mber Ranges *SAP ERP,..........22
+.1.1.+.< Creating ERP Acco(nt Gro(s *SAP ERP,.......................................22
+.1.1.+.8 De%ining Partner >(nctions *SAP ERP,.............................................2+
+.1.1.+.! Maing CRM Classi%ications to ERP Acco(nt Gro(s *SAP ERP,..2<
+.1.1.< S&nchroni9ing >iel$ Settings %or '(siness Partners *SAP ERP,........... ...28
+.1.1.8 Con%ig(ring >iel$ Attrib(tes er 'P Role..................................................2!
+.1.1.! Relicating ERP Re%erence C(stomer *SAP CRM,..................................2!
+.1.1.7 Selecting C(stomers %or Relication *otional, *SAP CRM,.....................27
+.1.1. Relicating C(stomers *SAP CRM,..........................................................2
+.1.1." Monitoring Relication Stat(s *SAP CRM,...............................................2
+.1.1.10Chec)ing '(siness Partners *SAP CRM,.................................................2"
+.1.2 Relicating Contact Persons............................................................................2"
+.1.2.1 Relicating Contact Persons *SAP CRM,.................................................2"
+.1.2.2 Monitoring Relication Stat(s *SAP CRM,...............................................+0+.1.2.+ Chec)ing Comleteness o% Relication *SAP CRM,................................+0
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+.1.+ Relicating C(stomer Hierarch& *5tional,......................................................+0
+.1.+.1 Relicating C(stomer Hierarch& C(stomi9ing..........................................+1
+.1.+.2 Monitoring Relication Stat(s *SAP CRM,...............................................+1
+.1.+.+ Assign ERP C(stomer Hierarch& to CRM Hierarch& Categor&.................+1
+.1.+.< Relicating C(stomer Hierarch&...............................................................+2
+.1.+.8 Monitoring Relication Stat(s *SAP CRM,...............................................+2
+.1.+.! Create Acco(nt Hierarch&.........................................................................++
+.1.< Relicating Materials........................................................................................++
+.1.<.1 Chec)ing Material *SAP ERP,..................................................................+<
+.1.<.2 De%ining 6tem Categor& Gro(s................................................................+<
+.1.<.2.1 Chec)ing 6tem Categor& Gro(s *SAP ERP,....................................+<
+.1.<.2.2 Co&ing 6tem Categor& Gro(s *SAP CRM,.....................................+<
+.1.<.+ Selecting Materials %or Relication *SAP CRM,........................................+8
+.1.<.< Relicating Materials *SAP CRM,.............................................................+!
+.1.<.8 Monitoring Relication Stat(s *SAP CRM,...............................................+!
+.1.<.! Chec)ing Materials *SAP CRM,...............................................................+!
+.1.8 Relicating Con$itions.....................................................................................+7
+.1.8.1 Creating Pricing Proce$(res.....................................................................+7
+.1.8.2 Determine ERP Sales Pricing Proce$(re.................................................+
+.1.8.+ Relicating Con$itions *SAP CRM,..........................................................+"
+.1.8.+.1 Setting >ilter %or Con$ition C(stomi9ing 5bect................................+"
+.1.8.< Selecting Con$ition C(stomi9ing %or Relication *SAP CRM,...................+"
+.1.8.<.1 Setting >ilter %or Con$ition Master Data 5bect.................................<1
+.1.8.<.2 Relication o% Con$ition 5bects.......................................................<2
+.1.8.8 Monitoring Relication Stat(s *SAP CRM,...............................................<+
+.1.8.! Chec)ing Comleteness o% Relication *SAP CRM,................................<+
+.1.8.7 Disla&ing Con$ition 3&es in Pro$(ct Con$itions *SAP CRM,................<<
+.1.8. Chec)ing Pricing Proce$(res *SAP CRM,................................................<<
+.2 Chec)ing Data 6ntegrit& o% Relication...................................................................<8
+.+ 3is an$ 3ric)s %or the Relication Process...........................................................<!
+.+.1 5bect Management.........................................................................................<!
+.+.1.1 Changing 'loc) Si9e................................................................................<!
+.+.1.2 De%ining >ilters %or 5bects.......................................................................<7
+.+.2 6mro/ing Per%ormance D(ring Relication......................................................<
+.+.+ Monitoring an$ Error Anal&sis %or Relication..................................................<
+.+.+.1 Monitoring Donloa$ Stat(s.....................................................................<"
+.+.+.2 General Anal&sis Stes............................................................................80
+.+.+.+ Monitoring 5(tbo(n$ J(e(e....................................................................80
+.+.+.< Monitoring 6nbo(n$ J(e(e.......................................................................80
+.+.+.8 Anal&9ing 'Doc Messages.......................................................................81
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
+.+.+.! Chec)ing 3ransactional R>C ReF(ests....................................................81
+.+.+.7 Anal&9ing A'AP D(ms...........................................................................82
+.+.< Restart Relication...........................................................................................82
+.+.<.1 Canceling Donloa$ o% 5bects................................................................8+
+.+.<.2 Deleting 5(tbo(n$ J(e(e........................................................................8+
+.+.<.+ Deleting 6nbo(n$ J(e(e...........................................................................8+
+.< Chec)ing Delta Relication E/ents........................................................................8<
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
Configuration Guide
!urpose
3his b(il$ing bloc) *Con%ig(ration G(i$e, $escribes the necessar& acti/ities to relicatemaster $ata an$ transaction $ata %rom the ERP s&stem to the CRM s&stem an$ /ice /ersa.
3his b(il$ing bloc) is the rereF(isite %or the installation o% all CRM scenarios $eli/ere$ b&SAP 'est Practices. 3his b(il$ing bloc) is not reF(ire$ i% &o( r(n the CRM in a stan$alonemo$e4 that is itho(t an 5@3P bac)-en$ s&stem.
3he relication o% the %olloing $ata %rom the ERP s&stem to the CRM s&stem is $escribe$ inthis g(i$e
• Master Data
− '(siness Partners
−
Contact Persons− Materials
− Con$itions
" !reparation
#"# !rere$uisites
'e%ore starting ith the installation o% this b(il$ing bloc)4 lease see the $oc(ment QuickGuide to Installing SAP Best Practices for CRM .
3he con%ig(ration o% the '(il$ing 'loc)s B0 CRM Customi!ing Replication an$ C0" CRM#rgani!ational Model has been comlete$.
#"#" S%! &otes
'e%ore &o( begin the installation an$ con%ig(ration4 rea$ the rele/ant SAP otes. 3hese SAPotes contain imortant in%ormation %or installation an$ con%ig(ration4 an$ also correctionsconcerning this b(il$ing bloc).
Ma)e s(re that &o( ha/e the most (-to-$ate /ersion o% SAP otes. Ko( can %in$ the SAPotes on the SAP Ser/ice Mar)etlace *http://service.sap.com/notes ,.
S%! &ote %rea Title
CRM Syste'
<+0"0 CRM-M#-ADP CRM Ser/er Anal&sis in $elta $ata echange
R:+ → CRM
100+7"+ CRM-MD-C5-6> Con$ition t&e not %o(n$ in PRCCLC5DLC3
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
3 Configuration
#3# Master Data Replication R! * CRM
3## Replicating +usiness !artners#3### General Infor'ation
#3#### Defining Sources for +usiness !artner Creation
,se
A b(siness artner can be create$ an$ maintaine$ in $i%%erent classi%ications an$ in $i%%erents&stems $een$ing on the b(siness scenario. 3he %olloing table $escribes the b(sinessartner (sage in the 'est Practices scenarios. An entr& in the col(mn CRM or ERP in$icatesthat this b(siness artner classi%ication is man$ator& in this s&stem %or a comlete al)-thro(gh o% the scenario.
%rea Sales Mar-eting Service
Classification
ReF(ire$ %or CRM ERP CRM ERP CRM ERP
Custo'er ? ? ? ? ? ?
!rospectivecusto'er
? ?
Co'petitor ?
#3####" +usiness !artner Concept R! .* CRM
,se
3he b(siness artner concets o% the ERP s&stem an$ the CRM s&stem are $i%%erent.3here%ore &o( ha/e to $e%ine a maing hen echanging b(siness artners %rom ERP toCRM an$ /ice /ersa.
a) R! Syste'
• E/er& b(siness artner has to be assigne$ to an acco(nt gro( that $etermines the
roerties o% b(siness artners4 eseciall&
−
Master $ata %iel$s− (mber range
− Seci%ic %(nctionalit& %or sales an$ $istrib(tion
• 3here are more than 20 $i%%erent acco(nt gro(s a/ailable in the stan$ar$ $eli/er&.
/) CRM Syste'
• '(siness artners in the CRM s&stem are gro(e$ b& (sing classi%ications hich
$etermine
− Master $ata %iel$s
− Seci%ic %(nctionalit&
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
• 3he n(mber ranges are not $irectl& assigne$ to the classi%ication. 3he n(mber range
is $etermine$ b& the so-calle$ gro(ing. 3his gro(ing has to be assigne$ man(all&or a(tomaticall& hen creating a b(siness artner.
• 3here are onl& 8 $i%%erent classi%ications
− Cons(mer 5rgani9ation
− Cons(mer Person
− C(stomer
− Prosecti/e c(stomer
− Cometitor
3he maing o% b(siness artners has to be $e%ine$ %or both $irections %rom the ERP s&stemto the CRM s&stem an$ /ice /ersa. 3hereb& &o( ha/e to
• Ma acco(nt gro(s to classi%ications an$ ma)e s(re that the reF(ire$ %iel$s in both
s&stems are i$entical
• Ma the n(mber ranges
#3####3 Defining &u'/er %ssign'ent Strategy for+usiness !artners
,se
3here are to alternati/es %or maing the b(siness artner n(mbers %rom the 5@3P ERP tothe CRM s&stem an$ /ice /ersa.
1. Choosing $i%%erent n(mber ranges
• Descrition
• 3he b(siness artner 6Ds o% ERP an$ CRM b(siness artners are not i$entical.
• 3here is ala&s an internal assignment table that mas the ERP b(siness artner
6D to the correson$ing CRM b(siness artner to ens(re a consistent $ataechange.
• A$/antage:Disa$/antages
• *=, 3he maing roce$(re is eas&
• *=, o roblems ith $(licate b(siness artner 6Ds
• *-, 6$enti%ication o% the same b(siness artner in 5@3P ERP an$ CRM s&stem is
$i%%ic(lt. 3he 5@3P ERP 6D is onl& a/ailable %or searching an$ is not $isla&e$ inthe master $ata recor$.
• Proce$(re
• #hen maing ERP acco(nt gro(s to CRM b(siness artner gro(ings an$
/ice /ersa &o( choose ala&s internal n(mber assignment in the recei/ings&stem4 i.e. a b(siness artner that is create$ in ERP gets a(tomaticall& a ne 6D$(ring the relication to the CRM s&stem an$ /ice /ersa. Ko( can choose thesame or $i%%erent n(mber ranges %or the maing o% acco(nt gro( toclassi%ication. 3o a/oi$ mis(n$erstan$ings4 i.e. c(stomers ith the same 6D arenot i$entical4 it is recommen$e$ to (se $i%%erent n(mber ranges.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
Mapping a'ple
CRM Syste' R! Syste'
Classification
$rom num%er tonum%er
Replication
direction
Account group
$rom num%er tonum%er
C(stomer 1000-1"""
6nternaln(mberrange
0001 1-"""
6nternaln(mberrange
C(stomer 1000-1"""
6nternaln(mberrange
0001 1-"""
6nternaln(mberrange
3he %irst c(stomer create$ in 5@3P ERP gets 6D 1 in the 5@3P ERP an$ 6D 1000in the CRM s&stem.6% the net c(stomer is create$ in the CRM s&stem he ill get the 6D 1001 in theCRM s&stem an$ 6D 2 in the 5@3P ERP.
2. Choosing i$entical n(mber ranges
• Descrition
• 3he b(siness artner 6Ds o% ERP an$ CRM b(siness artners are i$entical.
• 3here is ala&s an internal assignment table that mas the ERP b(siness artner
6D to the correson$ing CRM b(siness artner to ens(re a consistent $ataechange.
• A$/antage:Disa$/antages
• *-, 3he maing roce$(re is comlicate$.
• *-, D(licate b(siness artner 6Ds ma& occ(r i% the maing is not $e%ine$
correctl&.
• *=, 6$enti%ication o% the same b(siness artner in 5@3P ERP an$ CRM s&stem is
eas& ossible beca(se o% (sing the same 6D.
• Proce$(re
• 3here are to a&s to g(arantee i$entical n(mber ranges.
a, @ea$ing s&stem aroachDe%ine a lea$ing s&stem %or b(siness artner maintenance4 i.e. b(sinessartners belonging to the same acco(nt gro( or classi%ication are onl&maintaine$ in the 5@3P ERP or in the CRM s&stem ecl(si/el&.>or eamle C(stomers *acco(nt gro( 0001, are onl& maintaine$ in the
5@3P ERP4 cons(mers *acco(nt gro( 0170, are onl& maintaine$ in the CRMs&stem.3he acco(nt gro( an$ the mae$ classi%ication m(st ha/e the samen(mber range.>or the recei/ing s&stem eternal n(mber assignment is reF(ire$.Ko( ha/e to ma)e s(re that b(siness artner creation in the recei/ing s&stemis rohibite$.
Mapping a'ple
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
CRM Syste' 12T! R!
Classification
$rom num%er tonum%er
Replicationdirection
Account group
$rom num%er tonum%er
C(stomer 1-""" Eternal
n(mberrange
0001 1
-"""
6nternal
n(mberrange*lea$ing,
Cons(mer 1000-
6nternaln(mberrange*lea$ing,
0170 1000-
Eternaln(mberrange
b, Searate acco(nt gro( aroach6% the lea$ing s&stem aroach is not %easible &o( can ens(re i$enticaln(mber ranges b& (sing $i%%erent acco(nt gro(s.
>or eamle C(stomers ha/e to be maintaine$ in the ERP s&stem an$ in theCRM s&stem in arallel. De%ine one acco(nt gro( *e.g. 0001, %or c(stomersthat are create$ in the ERP s&stem an$ ha/e to be relicate$ in the CRMs&stem. De%ine an a$$itional acco(nt gro( *e.g. 001, %or c(stomers thatare create$ in the CRM s&stem an$ ha/e to be relicate$ to the ERP s&stem.se $i%%erent n(mber ranges %or these acco(nt gro(s an$ $e%ine eternaln(mber assignment in the recei/ing s&stem.
3his aroach is not alicable %or cons(mers beca(se there can onl& beone (niF(e acco(nt gro( %or cons(mers in the ERP s&stem. 3here%ore &o(ha/e to choose the lea$ing s&stem aroach to ens(re i$entical n(mbers %orcons(mers in both s&stems.
CRM Syste' 12T! R!
Classi%ication >rom n(mber ton(mber
Relication$irection
Acco(ntgro(
>rom n(mber ton(mber
C(stomer 1-""" Eternaln(mberrange
0001 1-"""
6nternaln(mberrange*lea$ing,
C(stomer 1000-1"""
6nternaln(mberrange
*lea$ing,
001 1000-1"""
Eternaln(mberrange
6n the %olloing onl& the reF(ire$ acti/ities %or imlementing the searate acco(ntgro( aroach %or c(stomers an$ the lea$ing s&stem aroach %or cons(mersare $escribe$4 i.e. the CRM s&stem is the lea$ing s&stem %or the creation o%cons(mers a%ter the initial relication %rom the ERP s&stem.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
#3###" Mapping +usiness !artner Master Data fro' R! toCRM
,se
3his ste is %or the b(siness artner echange only fro' R! to CRM. 6n the %olloingsection &o( er%orm all necessar& stes to get the b(siness artners %rom the ERP into theCRM s&stem.
6n or$er to ma the b(siness artner master $ata %rom ERP to CRM &o( ha/e to r(n the%olloing acti/ities
1. 6$enti%&ing rele/ant ERP acco(nt gro(s.
2. De%ining n(mber ranges %or CRM b(siness artners.
+. De%ining CRM b(siness artner gro(ings.
<. Maing ERP acco(nt gro( to CRM classi%ication
3he %olloing table $escribes all rele/ant elements that ha/e to be maintaine$ %or the
maing o% ERP acco(nt gro(s to CRM classi%ications. 6t is also mentione$ at hich acti/it&the element is maintaine$. 6t is recommen$e$ to maintain this table to )ee the o/er/iehen r(nning the %olloing acti/ities.
R! CRM
Step Step Step 3 Step " Step " Step "
%ccount group
&u'/er range
Interval &u'/erassign'ent
Classification Grouping &u'/er range
Interval &u'/erassign'ent
0001 01 0000100000-0000""""""
6nternalor Eternal
C(stomer R001 R1 0000100000-0000""""""
Eternal
>or the abo/e eamle4 the maing r(ns as %ollos
1. A b(siness artner %or acco(nt gro( 000" &sold'to part() is create$ in the ERP s&stem.
2. 3he acco(nt gro( has the n(mber range assignment 0" an$ internal n(mberassignment4 i.e. a n(mber is a(tomaticall& create$ %rom the inter/al 0000"00000'0000 %or this b(siness artner4 e.g. "0000".
+. 3he b(siness artner is relicate$ to the CRM s&stem.
<. 3he acco(nt gro( is assigne$ to the classi%ication Customer ith gro(ing R00".Gro(ing R00" is assigne$ to n(mber range R" that is i$entical to the ERP n(mber range0". 3he ERP c(stomer that is relicate$ to the CRM s&stem a(tomaticall& is create$ ithclassi%ication Customer an$ gets the same n(mber beca(se eternal n(mber assignment
is chosen %or the CRM n(mber range.
#3###"# Identifying Relevant R! %ccount Groups (S%!R!)
!lease chec- the Delta Guide#
,se
6n the ERP s&stem4 anal&9e the rele/ant acco(nt gro(s an$ their assigne$ n(mber ranges.6$enti%& the acco(nt gro(s that &o( are (sing hen creating b(siness artners in the ERPs&stem. >or these acco(nt gro(s a maing has to be $e%ine$ in the %olloing acti/ities.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code OVT0
S%! R! IMG 'enu *ogistics ' General Business Partner Customers
Control +efine Account Groups and $ield Selection forCustomers
2. Select &o(r rele/ant c(stomer gro(s.
+. Choose +etails &$,).
<. An o/er/ie table o% the n(mber ranges aears.Select the %iel$ (mber range an$ choose >< to get the inter/al %or this n(mber range.6n this table4 the Eternal %iel$ in$icates hether the n(mber range is internal or eternal.
8. ote $on the acco(nt gro( in%ormation in the table $escribe$ in the section MappingBusiness Master +ata from ERP to CRM . 6t ill be (se$ in the %olloing acti/ities.
#3###"#" Defining &u'/er Ranges for CRM +usiness!artners (I) (S%! CRM)
!lease chec- the Delta Guide#
,se
>or each n(mber range o% the selecte$ acco(nt gro(s o% the ERP s&stem &o( ha/e to createa n(mber range in the CRM s&stem.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code BUCF
S%! CRM IMG 'enu Cross'Application Components SAP Business Partner Business Partner Basic Settings -um%er Ranges andGroupings +efine -um%er Ranges
2. Choose C.ange inter/als.>or each $i%%erent n(mber range i$enti%ie$ in the acti/it& Identif(ing Rele/ant ERP Account Groups create a ne n(mber range.
+. Choose Insert inter/al &S.ift$") an$ enter the n(mber range accor$ing to the ERPn(mber range.
<. Choose the Et %lag %or the n(mber range.
8. Choose Sa/e &CtrlS).
#3###"#3 Defining CRM +usiness !artners Groupings (I)(S%! CRM)
!lease chec- the Delta Guide#
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
,se
>or each n(mber range create$ in the acti/it& +efining -um%er Ranges for CRM BusinessPartners &I) &o( ha/e to create a gro(ing. 3he b(siness artner gets a n(mber %rom then(mber range that is assigne$ to the gro(ing. 3his gro(ing is onl& (se$ %or $e%ining n(mber ranges %or b(siness artners that are relicate$ %rom ERP to CRM.
3hese gro(ings sho(l$ not be (se$ %or creating b(siness artners in the CRMs&stem4 beca(se b(siness artners belonging to these gro(ings are notrelicate$ to the ERP s&stem.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! CRM IMG 'enu Cross'Application Components SAP Business Partner Business Partner Basic Settings -um%er Ranges and
Groupings +efine Grouping and Assign -um%er Ranges
2. Choose -e1 Entries &$2).Create a gro(ing %or each n(mber range inter/al create$ in the acti/it& De%ining (mberRanges %or CRM '(siness Partners.
+. Enter the %olloing /al(es
>or the translations highlight the ne gro(ing an$ choose Goto
3ranslation %rom the men(.Select the rele/ant lang(ages an$ maintain the translations *accor$ing to the
the correson$ing ERP acco(nt gro(,.4ield 5alue Co''ent
Gro(ing K0
Short name *E, ERP C(stomer Choose a name in$icating that this gro(ing is(se$ %or the correson$ing ERP acco(nt gro(
Short name *DE, ERP (n$e
Short name *ES, Cliente ERP
Short name *>R, Client ERP
Short name *P3, Cliente ERP
Short name *R, ERP NOQ
Short name *H, ERP客户
Short name *3R, ERP MTUterisi
Short name *@, lant ERP
Short name *CS, V)a9nW) ERP
Short name *P@, lient ERP
Short name *DA, ERP )(n$e
Short name *>6, ERP-Asia)as
Short name *BA, ERP 得意先Short name *5, ERP (n$e
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
4ield 5alue Co''ent
Short name *S;, ERP (n$
Descrition *HE, XYZ[\ ERP
Descrition *5, ERP고객
Descrition *H, ERP Tg&%]l
Descrition *R5, Client ERP
(mber range I(mber range Choose one o% the n(mber ranges &o( ha/ecreate$ be%ore.
Eternal Selecte$ Eternal n(mber assignment is reF(ire$.
<. Choose Enter4
6nt.St$.Gring Deselecte$
Et.St$ Gring Deselecte$
8. Choose Sa/e &CtrlS).
#3###"# Creating R! Reference Custo'er (S%! R!)
!lease chec- the Delta Guide#
,se
3his acti/it& is not /ali$- 6% &o( $on^t or) ith cons(mers *E-Ser/ice scenarios o% SAP 'est Practices,- 6% a re%erence c(stomer %or cons(mer is alrea$& create$
'(siness artners ith the classi%ication Consumer5 Persons are $istrib(te$ as b(sinessartner master $ata %or cons(mers to the ERP s&stem *as o% release <.!,. 3he sales area$ata coie$ %rom the re%erence b(siness artner to the b(siness artner master recor$s %orcons(mers in the CRM is not $istrib(te$ to the c(stomer master recor$s in the ECC s&stem.3he sales area $ata %or cons(mers in the ERP s&stem is $etermine$ %rom the ERP re%erencec(stomer. >or these $ata (se an eisting acco(nt gro( &o( create$ as c(stomer masterrecor$s %or cons(mers in the ERP s&stem4 e.g. acco(nt gro( 0170.
Ko( ha/e to create a c(stomer master recor$ that can be (se$ as re%erence c(stomer. 3hisc(stomer m(st ha/e consistent sales area $ata %or all sales areas that can be assigne$ to acons(mer that is create$ in the CRM s&stem.
Ma)e s(re that c(stomer master $ata is maintaine$ %or the combinations
• Sales organi9ation4 $istrib(tion channel
• Sales organi9ation4 $istrib(tion channel4 $i/ision
Do not choose an eisting c(stomer as re%erence b(siness artner.
3he re%erence c(stomer $oesn^t ha/e to be a cons(mer himsel%. Create the
re%erence c(stomer as Sol$-to Part&.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code ?D01
S%! R! G,I 'enu *ogistics *ogistics Execution Master +ata Partner
Customer Create 3otal
2. Create a ne c(stomer master recor$ an$ maintain all rele/ant $ata. Ko( can also co&this b(siness artner %rom an eisting b(siness artner here t&ical sales area $ata ismaintaine$ alrea$&.
#3###"#6 %ssigning Consu'er Reference Custo'er (S%!R!)
!lease chec- the Delta Guide#
6n or$er to assign one C(stomer to the re%erence c(stomer4 &o( ha/e to maintain theComan& Co$e o% the c(stomer *3ransaction ?D02 in SAP ERP,.
,se
- 6% &o( $on^t or) ith cons(mers *E-Ser/ice scenarios o% SAP 'est Practices,
- 6% a re%erence c(stomer %or cons(mer is alrea$& create$
3here is onl& one re%erence c(stomer in an ERP client. 3his re%erence c(stomer is imlicitl&assigne$ the acco(nt gro( %or cons(mers.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code VD07
S%! R! G,I 'enu *ogistics Sales and +istri%ution Master +ata Business
Partners Customer Assign Consumer 6 ref4 Customer
2. 6n the %iel$ Ref4 customer enter the b(siness artner &o( ha/e create$ in the acti/it&Creating Business Partner for Reference Customer .
+. Choose Enter4
<. Sa/e &o(r entries.
#3###"#7 Mapping R! %ccount Groups to CRMClassifications (S%! R!)
!lease chec- the Delta Guide#
,se
>or each o% the ERP acco(nt gro(s &o( ha/e to $e%ine a maing to a CRM b(sinessartner classi%ication an$ gro(ing. 6n the CRM s&stem4 the %olloing b(siness artnerclassi%ications eist
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
• C(stomer
• Cons(mer 5rgani9ation
• Cons(mer Person
• Sales Prosect
• Cometitor
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otion
S%! R! Transaction code PIDE
>or each acco(nt gro( &o( ha/e to seci%& the classi%ication *%or eamle Consumer ,an$ the gro(ing *that is4 n(mber ranges,.
2. 6n the $ialog str(ct(re choose R78CRM5 Assign Account Grp4 to BP Classification.
+. Choose -e1 Entries &$2).
<. Enter the %olloing /al(es
4ield 5alue Co''ent
Acco(nt Gro( IAcco(nt Gro( 6D Create an entr& %or e/er& ERP acco(ntgro( e/en i% no maing sho(l$ be$e%ine$ %or this acco(nt gro(
ame IShort name o%acco(nt gro(
Determine$ a(tomaticall&
Classi%ication I6D o% the CRMb(siness artner
classi%ication
Choose the rele/ant classi%ication tohich the acco(nt gro( sho(l$ be
assigne$. @ea/e this %iel$ emt& i% noassignment is necessar&4 i.e. b(sinessartners o% this acco(nt gro( $on^t ha/eto be relicate$ to the CRM s&stem.
3he acco(nt gro( %or cons(mers *e.g.0170, has to be assigne$ to theclassi%ication Consumer5 Person.
Gro(ing IGro(ing o% theCRM s&stem
Choose the gro(ing that as create$ %or this classi%ication.
Eternal Selecte$ Eternal n(mber assignment is reF(ire$to ma)e s(re that the b(siness artner
n(mbers are i$entical in ERP an$ CRM.
Mapping a'ple
%ccountGroup
&a'e Classification Grouping ternal
0001 Sol$-to art& C(stomer K0 Selecte$
0002 Goo$s reciient C(stomer K0 Selecte$
... ... ...
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
>or SAP 'est Practices %or CRM onl& a maing o% acco(nt gro(s toclassi%ication C(stomer is reF(ire$.
8. Choose Sa/e &CtrlS).
#3###3 Mapping +usiness !artner Master Data fro' CRM toR!
!lease chec- the Delta Guide#
,se
3his ste is %or the b(siness artner echange only fro' CRM to R!. 6n the %olloingsection &o( er%orm all necessar& stes to get the b(siness artners %rom the CRM into theERP s&stem.
6n or$er to ma the b(siness artner master $ata %rom CRM to ERP &o( ha/e to r(n the%olloing acti/ities
1. De%ining n(mber ranges %or CRM b(siness artners.
2. De%ining CRM b(siness artner gro(ings.
+. Creating ERP b(siness artner n(mber ranges.
<. Creating ERP acco(nt gro(s.
8. Maing CRM classi%ications to ERP acco(nt gro(s.
3he %olloing table $escribes all rele/ant elements that ha/e to be maintaine$ %or themaing o% CRM classi%ications to ERP acco(nt gro(s. 6t is also mentione$ at hich acti/it&the element is maintaine$. 6t is recommen$e$ to maintain this table to )ee the o/er/ie
hen r(nning the %olloing acti/ities.
CRM R!
Classification Grouping &u'/er range
Interval &u'/erassign'ent
%ccount group
&u'/er range
Interval &u'/erassign'ent
Step 6 Step " Step Step Step Step 86 Step 3 Step 3 Step 3
C(stomer C001 C1 0000100000-0000""""""
6nternalor Eternal
001 C1 0000100000-0000""""""
Eternal
....
>or the abo/e eamle the maing r(ns as %ollos
1. A b(siness artner ith classi%ication Customer an$ gro(ing C001 is create$ in the CRMs&stem.
2. 3he gro(ing C001 has the n(mber range assignment C" an$ internal n(mberassignment4 i.e. a n(mber is a(tomaticall& create$ %rom the inter/al 0000"00000'0000 %or this b(siness artner4 e.g. "0000, .
+. 3he b(siness artner is relicate$ to the ERP s&stem.
<. 3he classi%ication is assigne$ to the acco(nt gro( 900" &sold'to part()4 3he n(mberrange C" ith the same inter/al as ERP n(mber range C" is assigne$ to acco(nt gro(900"4 3he CRM b(siness artner that is relicate$ %rom the CRM s&stem to the ERPs&stem gets the CRM n(mber beca(se eternal n(mber assignment is chosen %or theERP n(mber range.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
#3###3# Defining &u'/er Ranges for CRM +usiness!artners (II) (S%! CRM)
!lease chec- the Delta Guide#
,se
>or the b(siness artners create$ in the CRM s&stem &o( ha/e to $e%ine n(mber ranges. Ko(can $e%ine one n(mber range %or all classi%ications or $e%ine %or eamle a searate n(mberrange %or each classi%ication.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code BUCF
S%! CRM IMG 'enu Cross'Application Components → SAP Business Partner →
Business Partner → Basic Settings → -um%er Ranges andGroupings → +efine -um%er Ranges
2. Choose C.ange inter/als.
+. Choose Insert inter/al &S.ift $") an$ enter the ne n(mber range. Ma)e s(re that thisinter/al is not (se$ in the ERP s&stem %or b(siness artners.Create at least a n(mber range K8 %or CRM c(stomers an$ K! %or CRM cons(mers *K!onl& i% the E-Ser/ice scenario is (se$,.
<. se eternal n(mber assignment %or K8 an$ internal n(mber assignment %or K!.
8. Choose Sa/e &CtrlS).
#3###3#" Defining CRM +usiness !artners Groupings (II)(S%! CRM)
!lease chec- the Delta Guide#
,se
>or each n(mber range create$ in the acti/it& +efining -um%er Ranges for CRM BusinessPartners &II) &o( ha/e to create a gro(ing. 3his gro(ing has to be assigne$ man(all& or
a(tomaticall& hen creating a b(siness artner. 3he b(siness artner gets a n(mber %rom then(mber range that is assigne$ to the gro(ing.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! CRM IMG 'enu Cross'Application Components SAP Business Partner
Business Partner Basic Settings -um%er Ranges and
Groupings +efine Grouping and Assign -um%er Ranges
2. Choose -e1 Entries &$2).
Create a gro(ing %or each n(mber range inter/al create$ in the acti/it& +efining -um%erRanges for CRM Business Partners4
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
+. Enter the %olloing /al(es
>or the translations highlight the ne gro(ing an$ choose Goto
3ranslation %rom the men(.Select the rele/ant lang(ages an$ maintain the translations *accor$ing to the
the correson$ing ERP acco(nt gro(,.
4ield 5alue Co''ent
Gro(ing K8
Short name *E, CRM C(stomer Choose a name in$icating that this gro(ingis (se$ %or the correson$ing ERP acco(ntgro(
Short name *DE, CRM (n$e
Short name *ES, Cliente CRM
Short name *>R, Client CRM
Short name *P3, Cliente CRM
Short name *R, CRM NOQ
Short name *H, CRM客户
Short name *3R, CRM MTUteri
Short name *@, lant CRM
Short name *63, Cliente CRM
Short name *CS, V)a9nW) CRM
Short name *P@, lient CRM
Short name *DA, CRM (n$eShort name *>6, CRM-Asia)as
Short name *BA, CRM 得意先
Short name *5, CRM (n$e
Short name *S;, CRM (n$
Short name *HE, XYZ\ CRM
Short name *5, CRM고객
Descrition *H, CRM Tg&%]l
Descrition *R5, Client CRM
(mber range K8 Choose one o% the n(mber ranges &o( ha/ecreate$ be%ore.
Eternal I>lag %or et. no.assignment
Set a(tomaticall& accor$ing to the selecte$n(mber range
<. Choose Enter4
6nt.St$.Gring Deselecte$ 3his %iel$ has to be selecte$ onl& %or thegro(ing that is (se$ %or CRM Cons(mers
Et.St$.Gring Selecte$
Hi$e Deselecte$
8. Choose Sa/e &CtrlS).
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
!. Create an a$$itional entr& %or cons(mers i% the E-Ser/ice scenario is (se$._
>or an& translations highlight the ne gro(ing an$ choose Goto
3ranslation %rom the men(.Select the rele/ant lang(ages an$ maintain the translations *accor$ing to the
the correson$ing ERP acco(nt gro(,.
4ield 5alue Co''ent
Gro(ing K!
Short name *E, CRM Cons(mer Choose a name in$icating that thisgro(ing is (se$ %or the correson$ingERP acco(nt gro(
Short name *DE, CRM ons(ment
Short name *ES, Cons(mi$or CRM
Short name *>R, Consommate(rCRM
Short name *P3, Cons(mi$or CRM
Short name *R, CRM ̀ QQOd
Short name *H, CRM消费者
Short name *3R, CRM 3T)etici
Short name *@, Cons(ment CRM
Short name *63, Cons(matore CRM
Short name *CS, Sotebitel CRM
Short name *P@, 5$biorca CRM
Short name *DA, CRM >orbr(ger Short name *>6, CRM (l(ttaa
Short name *BA, CRM 消費者
Short name *5, CRM ons(ment
Short name *S;, CRM ons(ment
Short name *HE, f CRM
Short name *5, CRM소비자
Short name *H, CRM >og&as9tj
Short name *R5, CRM Cons(mator
6nt.St$.Gring Selecte$ 3his %iel$ has to be selecte$ onl& %or thegro(ing that is (se$ %or CRM Cons(mers
Et.St$.Gring Deselecte$
Hi$e Deselecte$
#3###3#3 Creating R! +usiness !artner &u'/er Ranges(S%! R!)
!lease chec- the Delta Guide#
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
,se
>or all n(mber ranges create$ in the CRM s&stem as $escribe$ in the acti/it& +efining CRMBusiness Partner -um%er Ranges II &o( ha/e to $e%ine a correson$ing n(mber range in the5@3P ERP. 3his is necessar& to ens(re that b(siness artners create$ in the CRM s&stemget the same 6D hen the& are relicate$ to the 5@3P ERP.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code OVZC
S%! R! IMG 'enu *ogistics ' General → Business Partner → Customers→
Control → +efine and Assign Customer -um%er Ranges
2. Select +efine -um%er Ranges for Customer Master .
+. Choose C.ange inter/als.
<. Choose Insert inter/al &S.ift $") an$ enter the n(mber range accor$ing to the CRM
n(mber range create$ in the acti/it& De%ining CRM '(siness Partner (mber Ranges 66.
8. 3he Ext %lag has to be selecte$.
!. Choose Sa/e &CtrlS).
#3###3# Creating R! %ccount Groups (S%! R!)
!lease chec- the Delta Guide#
,se6n or$er to ma the CRM b(siness artner classi%ications to ERP acco(nt gro(s %or therelication o% b(siness artners %rom the CRM s&stem to the ERP s&stem &o( ha/e to $e%inea searate acco(nt gro( %or each classi%ication *ecetion Consumer5 Person,
Ko( can^t (se the same acco(nt gro(s that &o( ha/e chosen %or the relication %rom the ERPs&stem into the CRM s&stem4 beca(se this o(l$ ca(se inconsistencies. >or eamle Acco(nt gro( 000" is mae$ to classi%ication Customer %or both relication $irections ERP CRM an$ CRM ERP. #hen to $i%%erent c(stomers are create$ at the same time in
ERP an$ CRM it is ossible that the& get the same n(mber. 6n this case the relication o(l$not or) beca(se the c(stomer n(mber that has to be create$ in the recei/ing s&stem isalrea$& bloc)e$.
3hese acco(nt gro(s sho(l$ not be (se$ %or creating b(siness artners in theERP s&stem4 beca(se b(siness artners belonging to these acco(nt gro(s arenot relicate$ to the CRM s&stem.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code OVT0
S%! R! IMG 'enu *ogistics ' General → Business Partner → Customers →
Control → +efine Account Groups and $ield Selection for
Customer
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
2. Create an acco(nt gro( %or the CRM classi%ication C(stomer Create the ne acco(ntgro(s b& co&ing %rom the original acco(nt gro(. Select the acco(nt gro( an$ chooseCop( as: &$;)4
+. Enter the %olloing /al(es
4ield 5alue Co''ent
Acco(nt gro( *6D, I6D Choose an 6D beginning ith k^4 e.g. 001%or the co& o% acco(nt gro( 0001.
Acco(nt gro(*ame,
IShort name Choose a name in$icating that this acco(ntgro( is (se$ %or the maing o% CRMclassi%ications4 e.g. CRM Customer %or theco& o% acco(nt gro( 0001.
(mber range I(mber range6D
Choose the n(mber range &o( ha/e create$in the acti/it& Creating ERP %usiness partnernum%er ranges %or the classi%ication theacco(nt gro( is $e%ine$ %or.
<. Choose Sa/e &CtrlS).
#3###3#6 Defining !artner 4unctions (S%! R!)
!lease chec- the Delta Guide#
,se
A%ter creating the ne acco(nt gro(s &o( ha/e to $e%ine the artner %(nctions alloe$ %orthis acco(nt gro(.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! R! IMG 'enu Sales and +istri%ution → Basic $unctions→ Partner
+etermination → Set <p Partner +etermination
2. Select Set <p Partner +etermination for Customer Master
+. Choose Account Groups 6 $unction Assignment .
<. Choose -e1 Entries &$2).
8. Enter the %olloing /al(es
!artn# 4unct# %ccount Grp
SP IAcco(nt Gro(
SH IAcco(nt Gro(
'P IAcco(nt Gro(
PK IAcco(nt Gro(
!. Disregar$ the =arning an$ choose Enter tice.
7. Choose Sa/e &CtrlS).
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#3###3#7 Mapping CRM Classifications to R! %ccountGroups (S%! R!)
!lease chec- the Delta Guide#
,se
>or each o% the CRM b(siness artner classi%ications &o( ha/e to $e%ine a maing to anERP acco(nt gro(. se the ERP acco(nt gro(s &o( ha/e create$ in the acti/it& CreatingERP Account Groups4
!rocedure
"4 Access the acti/it& (sing the %olloing na/igation otion
S%! R! Transaction code PIDE
>or each acco(nt gro( &o( ha/e to seci%& the classi%ication *%or eamle Consumer ,an$ the gro(ing *that is4 n(mber ranges,.>or SAP 'est Practices %or CRM onl& b(siness artners o% classi%ication Cons(mer an$C(stomer are relicate$ to the ERP s&stem.
,4 6n the $ialog str(ct(re choose CRM →R785 Assign BP Classification to Account Grp.
84 Choose -e1 entries &$2)4
>4 Enter the maing accor$ing to the %olloing recommen$ation
a, Cons(mer
3he b(siness artner $ata that &o( create in CRM as cons(mers4 it is imortant to)no hether the b(siness artners are organi9ations or ersons.
• 5rgani9ations are $istrib(te$ to the ERP s&stem as b(siness artner master $ata
%or c(stomers4 an$ not %or cons(mers. 3h(s4 the sales area $ata that as coie$%rom the re%erence b(siness artner to b(siness artner master recor$s %orcons(mers in CRM is $istrib(te$ to c(stomer master recor$s in the ERP s&stem.Create an acco(nt gro( in the ERP s&stem seci%icall& %or b(siness artnermaster recor$s ith the classi%ication Consumer5 #rgani!ation o% the CRMs&stem. Do not (se an eisting acco(nt gro( that &o( create$ in the ERPs&stem %or c(stomer master recor$s %or cons(mers.
• Persons are $istrib(te$ as b(siness artner master $ata %or cons(mers to the
SAP s&stem *as o% R:+ release <.!,. 3he sales area $ata coie$ %rom there%erence b(siness artner to the b(siness artner master recor$s %or cons(mersin the CRM is not $istrib(te$ to the c(stomer master recor$s in the ERP s&stem.3he sales area $ata %or cons(mers in the ERP s&stem is $etermine$ %rom there%erence c(stomer. >or these $ata (se an eisting acco(nt gro( &o( create$ asc(stomer master recor$s %or cons(mers in the ERP s&stem.
b, C(stomer
Assign the acco(nt gro( that is rele/ant in the ERP s&stem %or c(stomers. 3his isalso assigne$ hen the b(siness artner is a$$itionall& classi%ie$ as a prospecti/ecustomer an$ a competitor in the CRM s&stem.
Mapping a'ple
CRM Classification R! %ccount Group
C(stomer Co& o% 0001 *sol$-to art&,
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24 Choose Sa/e &CtrlS).
#3### Synchroni9ing 4ield Settings for +usiness !artners(S%! R!)
!lease chec- the Delta Guide#
,se
6n or$er to relicate b(siness artners %rom the ERP to the CRM s&stem an$ /ice /ersa &o(ha/e to s&nchroni9e the %iel$ settings %or b(siness artner4 i.e. i% a master $ata recor$ %iel$ inthe recei/ing s&stem has the setting Re?uired Entr( an (loa$ is onl& s(ccess%(l i% this %iel$maintaine$ in the master $ata recor$ o% the sen$ing s&stem.
3o a/oi$ relicating roblems the reF(ire$ entries o% the master $ata recor$s ha/e to bei$entical.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code OVT0
S%! R! IMG 'enu *ogistics ' General Business Partners Customers
Control +efine Account Groups and $ield Selection for
Customer
2. Choose an acco(nt gro( that is rele/ant %or the maing.
+. Choose +etails &$,).
<. Do(ble-clic) on the tet General data in the screen area $ield status.
8. Do(ble-clic) on each o% the $i%%erent entries in the Select Group area4 %or eamle4 Address. 3he correson$ing %iel$ list is $isla&e$.
!. Reeat these stes %or all %iel$ stat(s areas *Coman& co$e $ata4 Sales $ata,.
7. Sa/e &o(r changes.
#3###6 Configuring 4ield %ttri/utes per +! Role
!rocedure1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code SPRO
S%! CRM IMG 'enu Cross'Application Components SAP Business Partner
Business Partner Basic Settings $ield Groupings
Configure $ield Attri%utes per BP Role
2. Choose the b(siness artner roles that correson$ to the acco(nt gro( an$ chec) i% thereF(ire$ entries are i$entical.
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6n or$er to chec) i% the relication o% b(siness artners or)s in general itho(tregar$ing roblems ca(se$ b& incomlete master recor$ %iel$s &o( can set all%iel$s %or the rele/ant acco(nt gro(s to stat(s #ptional . A%ter a s(ccess%(l testrelication %or a single b(siness artner &o( ha/e to reset these %iel$s to stat(sRe?uired in or$er to a/oi$ $ata inconsistencies.
#3###7 Replicating R! Reference Custo'er (S%! CRM)
!lease chec- the Delta Guide#
,se
6n or$er to ma)e s(re that the sales area $ata o% a CRM cons(mer is i$entical in the CRMs&stem an$ the ERP s&stem &o( can $onloa$ the ERP re%erence c(stomer to the CRMs&stem an$ (se him as CRM re%erence b(siness artner.
3he relication o% the re%erence c(stomer is onl& rele/ant to the ERP s&stemrelease <.8 or higher.
Ko( can $irectl& relicate the re%erence b(siness c(stomer o(t o% the re%erencec(stomer transaction in CRM.
!rocedure
• Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code CRMCL'PALC5SM
S%! CRM IMG 'enu CRM Master +ata Business Partner Basic Settings
Maintain Reference Business Partner for Consumers
• >rom the men(4 choose En/ironment an$ Initial +o1nload Reference Customer4 3he
Re%erence '(siness Partner %or cons(mers is $onloa$e$ %rom the ERP S&stem an$ isinserte$ in the Re%erence '(siness Partner %iel$.
• Choose Edit .
• Choose S1itc. %et1een +ispla( an$ C.ange &$;).
• 6n %iel$ C.ange in BP role4 choose Role Account .
• 6n screen area Sales Area4 choose C.oose Sales Area444
• Highlight the rele/ant sales area an$ choose Continue.
• 5n tab Billing 4 maintain /al(es at least %or the %iel$s Cust4Pric4Procedure an$ Currenc( %or
both sales area combinations
• Sales #rgani!ation 7 +istri%ution C.annel an$
• Sales #rgani!ation 7 +istri%ution C.annel 7 +i/ision4
• Sa/e &o(r entries.
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#3###: Selecting Custo'ers for Replication (optional) (S%!CRM)
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AC1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange #%@ect Management Business #%@ects
2. 3o set the %ilter %or the b(siness obect CS35MERLMA64 clic) on the %ilter s&mbol.
+. Go to the tab $ilter Settings.
<. 6n the %iel$ Source Site -ame4 choose the site so(rce o% &o(r $ata *normall& 5@3P,.
8. Ma)e s(re that &o( are in change mo$e. Choose +ispla( ' C.ange &Ctrl$").
!. Choose the rele/ant $ata %or &o(r %ilter settings4 %or eamle &o( can seci%& the c(stomer n(mbers %or relication.
7. Enter the %olloing $ata
Ta/le8Structure 4ield 1! 2o; <igh Incl#8cl#
A1 R '3 I@o n(mber IHigh n(mber 6ncl(si/e $e%ine$set:arra&
. Choose Sa/e &CtrlS)
". Choose -o to all on the %irst $ialog bo.
10. Choose Continue &Enter) on the secon$ $ialog bo..
6% &o( seci%& %ilter criteria an$ enter /al(es into n(meric %iel$s to narro therange o% obects to be $onloa$e$4 ma)e s(re &o( a$$ lea$ing 9eros to the /al(e(ntil the %(ll length o% the ERP $atabase table %iel$ is reache$.
a'ple=
C(stomer n(mber A1.R reF(ires 10 $igits *00000!88<+,
Material n(mber MARA.MA3R reF(ires 1 $igits *0000000000100000<0,. 3hematerial n(mber m(st ha/e the same %ormat as in the ERP s&stem chec)$atabase entries *3able MARA, ith transaction co$e SE17.
3his is $(e to $i%%erences in %iel$ lengths beteen the CRM s&stem an$ the ERPbac)-en$ s&stem. Do not ta)e into acco(nt the %iel$ length o% the CRM s&stem.
#3###> Replicating Custo'ers (S%! CRM)
!lease chec- the Delta Guide#
!rocedure
1. 3o relicate the c(stomers4 either as seci%ie$ in the %ilter or all c(stomers4 into the CRM
s&stem4 access the acti/it& (sing one o% the %olloing na/igation otions
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Transaction code R3AS
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( → Middle1are → +ata
Exc.ange → Initial *oad → Start
2. 6n the *oad #%@ect %iel$4 enter C<S3#MERMAI- .
+. 6n the Source Site &Sender) %iel$ enter #*3P an$ in the +estination Site &Recei/er) %iel$enter CRM .
<. 3o r(n the relication4 choose Execute &$D).
8. Con%irm the net screen message b& choosing Continue &Enter).
#3###? Monitoring Replication Status (S%! CRM)
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Monitor #%@ects
2. 6n the #%@ect -ame %iel$4 enter the $onloa$e$ obect to get the $onloa$ stat(s o% thisobect. Ko( can also ma)e no entr& to get the stat(s o% all $onloa$e$ obects.
+. Choose Execute &$D).
<. 3he relication is comlete i% all obects ha/e the stat(s +one.
6n case o% roblems $(ring relication- Call transaction SM#P *Mi$$leare Portal, an$ search %or error states in thearea Runtime Information.
- Re%er to section 3ips and 3ricks for t.e Replication Process o% this g(i$e.
#3###0 Chec-ing +usiness !artners (S%! CRM)
!lease chec- the Delta Guide#
!rere$uisites
6n the b(siness artner maintenance o% the CRM s&stem4 ma)e s(re that the b(siness artner has a correson$ing entr& in the Sales Area o% the sales4 $istrib(tion4 an$ in/oicing $ata.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
S%! CRM @e/Client 'enu Master Data Accounts
2. Enter the Acco(nt 6D o% &o(r b(siness artner in the Searc. Criteria %iel$ Account I+ is.
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+. 6n Searc. Criteria %iel$ Role4 choose the Role Sold'to.
<. 6n the area /ie Result *ist $o(ble-clic) on the b(siness artner -ame4
8. 3hen scroll $on to the /ie area Sales Area +ata4 3his /ie area might be hi$$en. 6tcan be a$$e$ b& choosing Personali!e in this Acco(nt ;ie4
3##" Replicating Contact !ersons
#3##"# Replicating Contact !ersons (S%! CRM)
!lease chec- the Delta Guide#
!rere$uisites
3he relication o% the c(stomers has to be %inishe$ s(ccess%(ll&.
!rocedure
3o relicate the contact ersons into the CRM s&stem4 carr& o(t these stes
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AS
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Start
2. 6n the *oad #%@ect %iel$4 enter C<S3#MERRE*.
+. 6n the Source Site &Sender) %iel$ enter #*3P an$ in the +estination Site &Recei/er) %iel$
enter CRM .<. 3o r(n the relication4 choose Execute &$D).
All contact ersons %or hom the correson$ing b(siness artners are nota/ailable in CRM are a(tomaticall& omitte$.
#3##"#" Monitoring Replication Status (S%! CRM)
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Monitor #%@ects
2. 6n the #%@ect -ame %iel$4 enter the $onloa$e$ obect to get the $onloa$ stat(s o% thisobect. Ko( can also ma)e no entr& to get the stat(s o% all $onloa$e$ obects.
Result
3he relication is comlete i% all obects ha/e the stat(s +one4
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6n case o% roblems $(ring relication4 call transaction SM#P *Mi$$learePortal, an$ search %or error states in the area Runtime Information.
>or a $etaile$ error han$ling see section 3ips and 3ricks for t.e ReplicationProcess at the en$ o% this g(i$e.
#3##"#3 Chec-ing Co'pleteness of Replication (S%! CRM)
!lease chec- the Delta Guide#
!rocedure
3o chec) the comleteness o% the contact erson relication4 carr& o(t these stes
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code SE16
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( ABAP =ork%enc.
#/er/ie1 +ata Bro1ser
2. Enter B<3020 in the %iel$ 3a%le -ame.
+. Choose 3a%le Contents &Enter).
<. Comare the n(mber o% entries ith the Relationshi Categor& /al(e B<R00" ContactPerson Rel4s.ip ith the n(mber o% entries in the ERP table ;.3he n(mber o% entries sho(l$ be i$entical. Please note that all contact ersons %or hichthe correson$ing b(siness artner isn^t a/ailable in the CRM s&stem are not relicate$4
i.e. &o( ha/e to set a %ilter in the tables hich is i$entical ith the %ilter (se$ %or the$onloa$ o% c(stomers.
3##3 Replicating Custo'er <ierarchy (1ptional)
!lease chec- the Delta Guide#
,se
Ko( can match the c(stomer hierarch& in the ERP bac) en$ to the b(siness artner gro( inthe CRM s&stem.
#3##3# Replicating Custo'er <ierarchy Custo'i9ing
,se
3he c(stomi9ing settings %or the c(stomer hierarch& ha/e to be $onloa$e$.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AS
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
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Exc.ange Initial *oad Start
2. 6n the *oad #%@ect %iel$4 enter the obect +-*C<S33I3 .
+. 6n the Source Site &Sender) %iel$ enter #*3P an$ in the +estination Site &Recei/er) %iel$enter CRM .
<. 3o r(n the relication4 choose Execute &$D).
#3##3#" Monitoring Replication Status (S%! CRM)
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange
Initial *oad
Monitor #%@ects
2. 6n the #%@ect -ame %iel$4 enter the $onloa$e$ obect to get the $onloa$ stat(s o% thisobect. Ko( can also ma)e no entr& to get the stat(s o% all $onloa$e$ obects.
Result
3he relication is comlete i% all obects ha/e the stat(s +one4
6n case o% roblems $(ring relication4 call transaction SM#P *Mi$$learePortal, an$ search %or error stat(s in the area Runtime Information.
>or a $etaile$ error han$ling see section 3ips and 3ricks for t.e Replication
Process at the en$ o% this g(i$e.
#3##3#3 %ssign R! Custo'er <ierarchy to CRM <ierarchyCategory
,se
3he ERP c(stomer hierarch& categories ha/e to be mae$ to the CRM acco(nt hierarchies.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! CRM IMG 'enu Customer Relations.ip Management Master +ata
Business Partner Account ierarc.( +ata Exc.ange of
ERP Customer ierarc.ies 1it. t.e CRM S(stem Assign
ERP Customer ierarc.( 3(pe to CRM ierarc.( Categor(
2. Choose -e1 Entries &$2).
+. Select the R:+ Hierarch& 3&e A &Standard ierarc.() an$ the CRM Hierarch& Cat. 0"&Pricing).
<. Choose Sa/e &CtrlS)4
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#3##3# Replicating Custo'er <ierarchy
,se
3he SAP ERP table ;H *c(stomer hierarchies, has to be $onloa$e$ to SAP CRM.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AS
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Start
2. 6n the *oad #%@ect %iel$4 enter the obect +-*B<PAF- .
+. 6n the Source Site &Sender) %iel$ enter #*3P an$ in the +estination Site &Recei/er) %iel$enter CRM .
<. 3o r(n the relication4 choose Execute &$D).
#3##3#6 Monitoring Replication Status (S%! CRM)
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Monitor #%@ects
2. 6n the #%@ect -ame %iel$4 enter the $onloa$e$ obect to get the $onloa$ stat(s o% thisobect. Ko( can also ma)e no entr& to get the stat(s o% all $onloa$e$ obects.
Result
3he relication is comlete i% all obects ha/e the stat(s +one4
6n case o% roblems $(ring relication4 call transaction SM#P *Mi$$learePortal, an$ search %or error stat(s in the area Runtime Information.
>or a $etaile$ error han$ling see section 3ips and 3ricks for t.e ReplicationProcess at the en$ o% this g(i$e.
#3##3#7 Create %ccount <ierarchy
,se
3he SAP CRM acco(nt hierarch& has to be create$ base$ on the $onloa$e$ SAP ERPc(stomer hierarch&.
1. A%ter ha/ing mae$ the hierarchies er%orm the %olloing stes %or the $onloa$
Transaction code BP!D"#
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2. 5n the screen Business Partner Group ierarc.(5 Initial +o1nload select the chec)bo inthe col(mn +o1nload %or &o(r maing scenario an$ select the R:+ Sales Areas choosingthe b(tton R78 Sales Areas.
+. Choose Execute &$D).
<. Chec) the log %ile %or errors.
8. Choose Sa/e &CtrlS)4
Result
3he c(stomer hierarch& has been create$.
3he $elta $onloa$ %or the ERP c(stomer hierarch& has been acti/ate$ acti/e a(tomaticall&.
All $ata change$ in the ERP s&stem is $elta $onloa$e$ to CRM. 3he c(stomer hierarch& isb(ilt as a hierarch& tree o% the categor& P ricing ith the $escrition R78'CRM'0".
ConseF(ences
• Ko( can $isla&4 b(t not maintain this tree in CRM.
• Ko( can no longer create trees ith the categor& pricing .
3his a& it is ens(re$ that ricing base$ on the c(stomer hierarch& an$ the 'P gro(hierarch& ill ha/e the same res(lt in both the ERP s&stem as ell as in CRM.
3## Replicating Materials
!lease chec- the Delta Guide#
,se3he %olloing acti/ities are reF(ire$ to relicate the ro$(ct settings to the CRM s&stem
• Chec)ing Material
• De%ining (mber Ranges %or Materials
• De%ining 6tem Categor& Gro(s
• Selecting Materials %or Relication
• Relicating Materials
• Monitoring Relication Stat(s
#3### Chec-ing Material (S%! R!)
,se
6n this ste &o( chec) hether the material master that &o( ant to sell in &o(r CRM s&stemis in the correson$ing sales area in the ERP s&stem.
!rocedure
Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code MM03
S%! R! G,I 'enu *ogistics Materials Management Material Master
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Material +ispla( +ispla( Current
#3###" Defining Ite' Category Groups
!lease chec- the Delta Guide#
,se
3he item categories o% the ERP bac) en$ ha/e to be create$ in the same a& in the CRMs&stem.
#3###"# Chec-ing Ite' Category Groups (S%! R!)
!lease chec- the Delta Guide#
!rocedure1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! R! IMG 'enu Sales and +istri%ution Sales Sales +ocuments
Sales +ocument Item +efine Item Categor( Groups
2. Co& the rele/ant item categories that &o( ant to (se in the CRM s&stem.
#3###"#" Copying Ite' Category Groups (S%! CRM)
!lease chec- the Delta Guide#
!rocedure
3o create the item categor& gro(s in the CRM s&stem4 carr& o(t these stes
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! CRM IMG 'enu Customer Relations.ip Management 3ransactions
Basic Settings +efine Item Categor( Group
2. 5n the Item Categor( Group screen choose -e1 Entries &$2).+. Paste the rele/ant item categor& gro(s o% the ERP bac) en$.
<. Choose Sa/e &CtrlS)4
3here are item categor& gro(s in the CRM s&stem initiall&. #hen co&ingalrea$& eisting item categor& gro(s %rom the ERP s&stem &o( get an errormessage $(ring sa/ing in the CRM s&stem. 6n this case &o( ha/e to choose Skip.
6% &o( co& item categor& gro(s %rom the ERP s&stem that are not in thec(stomer namesace &o( ill recei/e a arning message. Con%irm this messageith Enter i% this item categor& is reall& reF(ire$ in the CRM s&stem.
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#3###3 Selecting Materials for Replication (S%! CRM)
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AC1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange #%@ect Management Business #%@ects
,4 Set the %ilter %or the b(siness obect MA3ER6A@ b& clic)ing on the %ilter s&mbol.
84 Ma)e s(re that &o( are in change mo$e. Choose +ispla( ' C.ange &Ctrl$").
>4 6n the %iel$ Source Site -ame choose 5@3P.
24 Seci%& the material n(mbers %or relication4 %or eamle b& selecting table MARA an$
%iel$ MA3R.;4 Enter the %olloing $ata
Ta/le8Structure 4ield 1! 2o; <igh Incl#8cl#
MARA MA3R EJ I@o n(mber 6ncl(si/e $e%ine$set:arra&
H4 Choose Sa/e &CtrlS).
D4 Choose -o to all on the %irst $ialog bo.
4 Choose Continue &Enter) on the secon$ $ialog bo.
"04 Choose $ilter S(nc4
""4 Choose Continue &Enter) on the $ialog bo.
6% &o( seci%& %ilter criteria an$ enter /al(es into n(meric %iel$s to narro therange o% obects to be $onloa$e$4 ma)e s(re &o( a$$ lea$ing 9eros to the /al(e(ntil the %(ll length o% the ERP $atabase table %iel$ is reache$.Material n(mber MARA.MA3R reF(ires 1 $igits *0000000000100000<0,. 3hematerial n(mber m(st ha/e the same %ormat as in the ERP s&stem4 chec)$atabase entries ith transaction co$e SE17.
>or more $etails re%er to section +efining $ilters for #%@ects o% this g(i$e.
#3### Replicating Materials (S%! CRM)
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AS
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Start
2. 6n the *oad #%@ect %iel$4 enter MA3ERIA*.
+. 6n the Source Site &Sender) %iel$ enter #*3P an$ in the +estination Site &Recei/er) %iel$enter CRM .
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
<. 3o r(n the relication4 choose Execute &$D).
#3###6 Monitoring Replication Status (S%! CRM)
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Monitor #%@ects
2. 6n the #%@ect -ame %iel$4 enter the $onloa$e$ obect to get the $onloa$ stat(s o% thisobect. Ko( can also ma)e no entr& to get the stat(s o% all $onloa$e$ obects.
Result
3he relication is comlete i% all obects ha/e the stat(s +one4
6n case o% roblems $(ring relication4 call transaction SM=P *Mi$$learePortal, an$ search %or error states in the area Runtime Information.
>or a $etaile$ error han$ling see section 3ips and 3ricks for t.e ReplicationProcess at the en$ o% this g(i$e.
#3###7 Chec-ing Materials (S%! CRM)
!rere$uisites
6n the ro$(ct maintenance o% the CRM s&stem4 ma)e s(re that the ro$(ct has entries %orSales an$ Distrib(tion.
!rocedure1. Access the acti/it& (sing one o% the %olloing na/igation otions
S%! CRM @e/Client 'enu Master Data Products
2. Enter the Product I+ o% one o% &o(r relicate$ ro$(cts %rom ERP to CRM.
+. Choose a ro$(ct in the Result *ist /ie area an$ chec) the %iel$s in the /ie areasProduct +etails Categories %or comleteness.
3##6 Replicating Conditions
3his chater $escribes the 6nitial @oa$ o% Con$ition C(stomi9ing Data an$ Con$ition MasterData %or seci%ic ricing roce$(res.
#hen (sing SAP 'est Practices %or CRM the sales or$er rocessing *F(otation4 sales or$er,ta)es lace in the ERP s&stem onl&.
>or the 'est Practices scenario 5ort(nit& Management onl& a basic ricing $etermination(sing the material rice is alie$.
3here%ore a ne Pricing Proce$(re K00001 ith one Con$ition 3&e *PR00,4 one AccessSeF(ence *PR02, an$ the three Con$ition 3ables A+0< *Material,4 A+08 *C(stomer:Material,an$ A+0! *Categor&:C(rrenc&:Material, ill be create$ in the ERP s&stem4 $onloa$e$ to theCRM s&stem an$ assigne$ to the ricing roce$(re $etermination %or oort(nities.3he creation an$ $onloa$ is $escribe$ in this '(il$ing 'loc). 3he assignment ta)es laces
in the '(il$ing 'loc) CRM Central Master +ata.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
>or the 'est Practices ser/ice scenarios a ricing roce$(re is nee$e$ to calc(late the ricing%or ser/ices. 6n or$er to ma)e s(re that the ricing in ERP an$ CRM is s&nchroni9e$ aneisting ERP ricing roce$(re has to be $onloa$e$ %rom ERP to CRM an$ assigne$ to thericing roce$(re $etermination %or ser/ices.3he $onloa$ is $escribe$ in this '(il$ing 'loc). 3he assignment ta)es laces in the '(il$ing'loc) CRM Ser/ice.
#3##6# Creating !ricing !rocedures (S%! R!)
,se
6n or$er to relicate con$ition c(stomi9ing $ata an$ con$ition master $ata &o( ha/e to ma)es(re that the %olloing acti/ities4 creating to ne c(stomer ricing roce$(res4 ha/e beeneec(te$ in ERP.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otionsTransaction code SPRO
S%! R! IMG 'enu Sales and +istri%ution Basic $unctions Pricing
Pricing Control +efine And Assign Pricing Procedures
2. Choose Maintain pricing procedures.
+. Choose -e1 Entries &$2) and create the ne ricing roce$(re Y00001 Best Practices5CRM Pricing4
<. Choose Enter4
8. Select the nel& create$ ricing roce$(re an$ choose Control data in the le%t-han$Dialog Str(ct(re.
!. Choose -e1 entries &$2) an$ enter the con$ition t&e PR00 &Price) in the col(mn C3(p4the /al(e , &Item 1it. pricing) in col(mn Re?t an$ the /al(e ER*&Re/enue) in the col(mn AccFe(4
7. Choose Sa/e &CtrlS).
. Select an$ highlight stan$ar$ ricing roce$(re RAA0" an$ choose Cop( As: &$;).
". Maintain the ne ricing roce$(re Y00002 Best Practices5 Ser/4 Pricing an$ ressE3ER.
10. Choose cop( all an$ con%irm all s&stem messages.
11. Select the nel& create$ ricing roce$(re an$ choose Control data in the le%t-han$
Dialog Str(ct(re.12. >or con$ition t&e *C3&, PR00 *Price, $eselect the chec)bo %lag in col(mn Re?uired .
1+. Sa/e &o(r entries an$ select a c(stomi9ing reF(est i% reF(ire$.
3o ens(re that the s(btotals[ $escritions o% the ne ricing roce$(res are translate$in &o(r rele/ant lang(age4 highlight the s(btotal entr& in the ricing roce$(re[scontrol $ata /ie an$ choose the %olloing men( athGoto - 3ranslation
Result
Pricing roce$(re J0000" ill be (se$ %or the scenario #pportunit( Management .Pricing roce$(re J0000, ill be (se$ %or the scenario Ser/ice #rder Management .
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
#3##6#" Deter'ine R! Sales !ricing !rocedure
!lease chec- the Delta Guide#
,se
6$enti%& the ERP ricing roce$(re hich is (se$ %or rice $etermination in ERP sales or$errocessing. 3his ricing roce$(re has to be $onloa$e$ %rom the ERP to the CRM s&stem.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! R! IMG 'enu Sales and +istri%ution Basic $unctions Pricing
Pricing Control +efine And Assign Pricing Procedures
2. Choose +efine Pricing Procedure +etermination.
+. ote $on the ricing roce$(re hich is assigne$ to the combination o% Sales5rgani9ation4 Distrib(tion Channel an$ Di/ision that has been (se$ %or the ERPorgani9ational mo$el integration in '(il$ing 'loc) C0" CRM #rgani!ational Model4 6n this'(il$ing 'loc) the /al(es %or Sales 5rgani9ation4 Distrib(tion Channel an$ Di/ision aregi/en.6n case se/eral ricing roce$(re entries eist %or this sales area choose the one ithDoc(ment Pricing Proce$(re A.
#3##6#3 Replicating Conditions (S%! CRM)
#3##6#3# Setting 4ilter for Condition Custo'i9ing 1/Aect
!lease chec- the Delta Guide#
,se
3he initial loa$ o% the con$ition c(stomi9ing obect is er%orme$ be%ore the initial loa$ o% thecon$ition master $ata obects an$ a%ter the initial loa$ o% b(siness artner master $ata an$
material master $ata has been er%orme$.
Please see SAP note <<07+ %or in%ormation abo(t cross-client an$ client-seci%icc(stomi9ing tables.
#3##6#3#" Selecting Condition Custo'i9ing for Replication(S%! CRM)
,se
An imortant rereF(isite to the s(ccess%(l initial $onloa$ o% con$ition c(stomi9ing is that all
the necessar& %ilter settings are in lace. #itho(t (sing a %ilter all c(stomi9ing obects4 i.e.ricing roce$(res etc. are relicate$.
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>or the seci%ic SAP 'est Practices (se case onl& the $onloa$ o% 2 ricing roce$(res ithassigne$ con$ition t&es an$ access seF(ences is reF(ire$.
>or that reason it o(l$ be a goo$ option not to (se obect D@LCS3LCDA@@ %or the$onloa$ o% con$ition c(stomi9ing b(t to create another obect *%or eamleKD@LCS3CDA@@, an$ to set ( the %ilters accor$ing &o(r b(siness nee$s.
#hen creating a ne con$ition c(stomi9ing $onloa$ obect *e.g.4KD@LCS3CDA@@, &o( sho(l$ or) together ith an ERP SD cons(ltant ithro%o(n$ ricing )nole$ge to $e%ine the tables an$ %ilter settings being (se$.5therise (se obect D@LCS3LCDA@@ to $onloa$ all c(stomi9ing obects.
3o get the gross /al(e $isla&e$ in CRM sales $oc(ments4 lease see SAP ote+<00"".
6n case &o( o(l$ li)e to r(n another con$ition c(stomi9ing $onloa$ in an a$$itional CRMclient it is recommen$e$ to (se *coies o%, the $onloa$ obects D@LCS3LPRC an$
D@LCS3LCDLPR ith %ilters instea$ o% D@LCS3LCDA@@ beca(seD@LCS3LCDLA@@ comrises client in$een$ent an$ client $een$ent c(stomi9inghereas the other to obects are restricte$ to client seci%ic c(stomi9ing.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R+AC8
S%! CRM 'enu Arc.itecture and 3ec.nolog( Middle1are → +ata
Exc.ange → #%@ect Management → Condition #%@ects
2. Choose Create in the change mo$e.
+. 6% &o( ant to create a ne con$ition c(stomi9ing $onloa$ obect *e.g.4KD@LCS3CDA@@, choose Create #%@ect4 Ma)e s(re that &o( enter eactl& the samein%ormation %or the ne obect as &o( ha/e %or D@LCS3LCDA@@.
<. Sa/e &o(r entries.
8. 3he %olloing table can be (se$ as an orientation %or $e%ining table %ilter settings ithinthe nel& create$ $onloa$ obect. Accor$ing to &o(r seci%ic $ata some settings ma&ha/e to be a$ate$.
Ta/le 4ilter settings
M3C3 ot nee$e$.
3!1 sing %iel$ $OTAB enter onl& those con$itiontables accesse$ b& con$ition t&es %rom thericing roce$(res that &o( are going to$onloa$ to the CRM s&stem.
3!13 sing %iel$ $OTAB"R enter onl& those
con$ition tables accesse$ b& con$ition t&es%rom the ricing roce$(res that &o( aregoing to $onloa$ to the CRM s&stem.
Also restrict the Language key to E (sing
%iel$ SPRAS an$ the Usage of thecondition table to A (sing %iel$ $VE%E.
3!1E sing %iel$s $OTAB"R enter onl& those
con$ition tables accesse$ b& con$ition t&es
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
%rom the ricing roce$(res that &o( aregoing to $onloa$ to the CRM s&stem.
Also restrict the Usage of the conditiontable to A (sing %iel$ $VE%E.
3!24 3!264 3!234 3!2 sing %iel$ $OZ&F enter onl& those accessseF(ences (se$ b& con$ition t&es %rom thericing roce$(res that &o( are going to$onloa$ to the CRM s&stem.
3!2; 6t is recommen$e$ that &o( set %ilters on%iel$s ;E#E an$ APP@4 restricting$onloa$ onl& to sage A Pricing an$ Alications ; Sales:Distrib(tion.
3!+4 3!+S4 3!+4 3!+3 Set a %ilter on the %iel$ A@SM4 seci%&ingonl& those ricing roce$(res &o( ant to(se in the CRM s&stem.
6t is recommen$e$ that &o( also set %ilters on%iel$s ;E#E an$ APP@4 restricting$onloa$ onl& to sage A Pricing an$ Alications ; Sales:Distrib(tion
3!<4 3!<G4 3!<34 3!<S Seci%& %ilter settings onl& i% &o( (se con$itionecl(sion gro(s in &o(r ricing roce$(resthat &o( are $onloa$ing to the CRMs&stem. 5therise4 $eacti/ate these tables.
3! 84 3!8A4 3!834 3!8 sing %iel$ $SC# enter onl& those con$ition
t&es hich &o( (se in the ricingroce$(res that &o( are going to $onloa$ tothe CRM s&stem.
6t is recommen$e$ that &o( also set %ilters on%iel$s ;E#E an$ APP@4 restricting$onloa$ onl& to sage A Pricing an$ Alications ; Sales:Distrib(tion
3!!E4 3!!> Ko( can lea/e these tables itho(t %iltersettings.
3MC1 sing %iel$ &STRU onl& enter those con$ition
tables4 hich are accesse$ b& con$itiont&es %rom the ricing roce$(res that &o(are going to $onloa$ to the CRM s&stem.
3MC1D Ko( can lea/e these tables itho(t %ilter
settings.
!. >or the SAP 'est Practices scenarios onl& to ricing roce$(res ha/e to be relicate$%rom the ERP s&stem to the CRM s&stem a simli%ie$ ricing roce$(re %or CRM5ort(nit& Management *K00001, an$ a ricing roce$(re %or Ser/ice 5r$erManagement IPP Sales i$enti%ie$ in section +etermine ERP Sales Pricing Procedure46n or$er to restrict the $onloa$ at least on the le/el o% ricing roce$(res &o( can a$$the %olloing %ilters to the 3!+ tables in the ne $onloa$ obect KD@LCS3CDA@@an$ )ee all other %ilters (nchange$
Ta/le 4ield 1perator 5alue
3!+ A@SM EJ EF(alit& * @o, K00001
3!+ A@SM EJ EF(alit& * @o, IPP Sales
3!+S A@SM EJ EF(alit& * @o, K00001
3!+S A@SM EJ EF(alit& * @o, IPP Sales
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Ta/le 4ield 1perator 5alue
3!+3 A@SM EJ EF(alit& * @o, K00001
3!+3 A@SM EJ EF(alit& * @o, IPP Sales
3!+ A@SM EJ EF(alit& * @o, K00001
3!+ A@SM EJ EF(alit& * @o, IPP Sales
7. Choose Sa/e &CtrlS).
#3##6#3#3 Setting 4ilter for Condition Master Data 1/Aect(S%! CRM)
,se
3he %olloing $onloa$ obects are rele/ant to relicate con$ition master $ata %rom the ERPs&stem to the CRM s&stem
•
'asic ricing con$itionso D@LC5DLA+0<
o D@LC5DLA+08
o D@LC5DLA+0!
• 3a con$itions
3he %olloing $onloa$ obects are rele/ant in case the 3ransaction 3a Engine *e.g. %orS taes, is not (se$ an$ the SAP $eli/ere$ access seF(ence M#S3 is reF(ire$
o D@LC5DLA002
o D@LC5DLA011
o D@LC5DLA07
6n a$$ition %or the initial loa$4 %ilters ha/e to be set to relicate the correct an$ reF(ire$ $ata%rom ERP to CRM.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AC'
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange #%@ect Management Condition #%@ects
2. Maintain the %ilter %or each obect +-*C#-+A80> +-*C#-+A802 an$+-*C#-+A80; an$ sa/e each obect.
1/Aect D&2BC1&DB%30
Ta/le 4ield 1perator 5alue
A+0< APP@ EJ ;
A+0< SCH@ EJ PR00
3MC1D GS3R EJ A+0<
3MC1 GS3R EJ A+0<
1/Aect D&2BC1&DB%306
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
Ta/le 4ield 1perator 5alue
A+08 APP@ EJ ;
A+08 SCH@ EJ PR00
3MC1D GS3R EJ A+08
3MC1 GS3R EJ A+08
1/Aect D&2BC1&DB%307
Ta/le 4ield 1perator 5alue
A+0! APP@ EJ ;
A+0! SCH@ EJ PR00
3MC1D GS3R EJ A+0!
3MC1 GS3R EJ A+0!
#3##6#3# Replication of Condition 1/Aects
,se
3he (rose o% this tas) is to relicate the con$ition c(stomi9ing an$ the con$ition master$ata %rom the ERP bac)-en$ s&stem to the CRM s&stem.
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AS
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Start
2. Select the ne $onloa$ obect J+-*C<S3C-+A** & or the obects +-*C<S3PRCan$ +-*C<S3C-+PR , %or the con$ition c(stomi9ing $ata.
+. 6n the Source Site &Sender) %iel$ enter #*3P an$ in the +estination Site &Recei/er) %iel$enter CRM .
<. 3o r(n the relication4 choose Execute &$D).
8. A%ter a s(ccess%(l $onloa$ o% obect J+-*C<S3C-+A** select the $onloa$ obects+-*C#-+A80> +-*C#-+A802 an$ +-*C#-+A80; %or relicating thecon$ition master $ata.
!. 6n case seci%ic taes are rele/ant as $escribe$ in the rece$ing section the $onloa$
obects D@LC5DLA0024 D@LC5DLA0114 D@LC5DLA07 ha/e to be selecte$ ina$$ition.
7. 6n the Source Site &Sender) %iel$ enter #*3P an$ in the +estination Site &Recei/er) %iel$enter CRM .
. 3o r(n the relication4 choose Execute &$D).
#3##6# Monitoring Replication Status (S%! CRM)
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange Initial *oad Monitor #%@ects
2. 6n the #%@ect -ame %iel$4 enter the $onloa$e$ obect to get the $onloa$ stat(s o% thisobect. Ko( can also ma)e no entr& to get the stat(s o% all $onloa$e$ obects.
Result
3he relication is comlete i% all obects ha/e the stat(s +one4
6n case o% roblems $(ring relication4 call transaction SM#P *Mi$$learePortal, an$ search %or error states in the area Runtime Information.
>or a $etaile$ error han$ling see section 3ips and 3ricks for t.e ReplicationProcess at the en$ o% this g(i$e.
#3##6#6 Chec-ing Co'pleteness of Replication (S%! CRM)
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otion
Transaction code C"D!MAP!#O&!DISP#A(
2. Enter C5DLE?CHAGE in the #%@ect %iel$ an$ C5D6365S in the Su%o%@ect %iel$.
+. Chec) the log %ile %or errors.
Ko( can also comare the content o% the ERP con$ition tables ith the correson$ing CRM
con$ition tables. 3he CRM con$ition tables ha/e the re%i CCCRMPRSAP?K here ?Kis the n(mber o% the ERP con$ition table4 e.g. the ERP table A+0< is mae$ to the CRMtable CCCRMPRSAP+0<.
#3##6#7 Displaying Condition Types in !roduct Conditions(S%! CRM)
,se
3he (rose o% this tas) is to ma)e &o(r $onloa$e$ ERP con$ition t&es *%or eamlePR00, /isible in the CRM ro$(ct con$itions.
3he %olloing stes are $escribe$ %or con$ition t&e PR00 as an eamle.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! CRM IMG 'enu Customer Relations.ip Management Master +ata
Conditions and Condition 3ec.ni?ue Condition 3ec.ni?ue5
Basics Create Maintenance Group
2. Select the gro( PR5DC3CRM *Pro$(ct sales rices,.
+. Do(ble-clic) on %ol$er Condition Maintenance Group5 +etail .
<. o &o( can see the ermitte$ con$itions an$ tables $isla&e$ in the ro$(ct con$itions.
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8. ote the highest (se$ co(nter.
!. Choose -e1 Entries.
7. Ma)e the %olloing + entries %or the con$ition tables A+0<4 A+08 an$ A+0!
Counter et (n(se$ Co(nter
%ppl# Class CRM
,sage PR
Condition Ta/le se the con$ition table &o( are (sing %or &o(r con$ition4SAP+0<4 SAP+08 an$ SAP+0!.
Cond# Type Ko(r ERP con$ition4 %or eamle4 here PR00.
Description >or eamle4 Price
. Choose Enter an$ $isregar$ the arning.
". Sa/e *Ctrl = S, &o(r settings.
10. Chec) the log %or errors.
Result
3he $onloa$e$ con$itions are no /isible in the CRM ro$(ct con$itions.
#3##6#: Chec-ing !ricing !rocedures (S%! CRM)
,se
Chec) hether the ricing roce$(res ere $onloa$e$ correctl&.
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otions
Transaction code SPRO
S%! CRM IMG 'enu Customer Relations.ip Management Basic $unctions
Pricing +efine Settings for Pricing Create Pricing
Procedure
2. Chec) hether the ERP ricing roce$(re J0000" that has been loa$e$ %rom ERP toCRM is a/ailable.
+. Select the reF(ire$ ricing roce$(re an$ choose Control +ata. Chec) the ricingroce$(re control $ata %or comleteness.
6% a$$itional con$ition t&es are reF(ire$ the %olloing stes ha/e to beer%orme$.
3his is an eamle o% the enhancement o% con$ition t&e ;A00 *Disco(nt ors(rcharge,.
1. A$$ the ne con$ition t&e ;A00 to the c(stomer ricing roce$(re K00001in the ERP bac) en$.
2. Set the %ilter %or the tables in the a$ater obect 'PLD@LPRLCS3 %orthe %iel$s SCH@ *Con$ition t&e,4 5G> *Access seF(ence,4 53A'R*Con$ition Master Data table, an$ GS3R *Con$ition Master Data table, as$escribe$ be%ore in the CRM s&stem.
+. 6nitial @oa$ o% the Con$ition C(stomi9ing 5bect 'PLD@LPRLCS3 %romERP to CRM.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
<. 6nitial @oa$ o% the (se$ Con$ition Master Data 5bects D@LC5DLAith the roer %ilter o% the tables as $escribe$ be%ore %rom ERP to CRM.I is here the n(mber o% the ERP con$ition master $ata table.
#3#" Chec-ing Data Integrity of Replication,se
3he Data 6ntegrit& Manager allos to comare c(stomi9ing an$ master $ata beteens&stems *in this case beteen CRM an$ ERP,. Either Hea$er Comare *5bect eists in boths&stems, or Detail Comare *comarison on %iel$ le/el, can be eec(te$.
6n the %olloing the comare %or the relicate$ master $ata obects c(stomer4 contacts an$ro$(cts ill be $escribe$.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code SDIMA
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange S(nc.roni!ation +ata Integrit( Manager
2. Choose -e1 +IMA Instance.
+. Choose Continue4
<. Enter a D6Ma 6nstance $escrition4 e.g. LCS35MER an$ a D6Ma 5bect4 e.g.CS35MER an$ choose Continue.
8. Chec) hether the R>C connection oints to &o(r connecte$ ERP s&stem. Select >ilter
Mo$e All $ilters.
!. Choose Continue.
7. Set a %ilter hich correson$s to the %ilter &o( ha/e (se$ %or the $onloa$ o% the obect4e.g. c(stomer n(mber range b& choosing Append Ro1 .De%ine the %ilter b& (sing a combination o% table4 %iel$ an$ range4 e.g. A14 R4 '340000100000 00001""""".
. Choose Continue4
". Choose Complete4
10. Choose +IMa ' Start Compare to r(n a comarison on hea$er le/el.
11. Choose +IMa ' Start +etail Compare to r(n a comarison on %iel$ le/el.
12. Choose Refres. to ($ate the stat(s *tra%%ic light, o% the D6Ma instance.
1+. 6n the Results of +IMA Instance list the %olloing in%ormation is ro/i$e$
• Eistence o% obects in CRM an$ ERP
• Di%%erences beteen obects
1<. Choose S.o1 $irst Message to $isla& $ata inconsistenc& messages.
18. Correct rele/ant master $ata inconsistencies b& maintaining the rele/ant master $ata totrigger a $elta $onloa$ o% master $ata beteen ERP an$ CRM.
1!. Reeat these stes %or D6Ma obects C53AC3S an$ MA3ER6A@.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
#3#3 Tips and Tric-s for the Replication !rocess
Please see SAP ote <2"<2+ %or the latest error anal&sis roce$(re.
3#3# 1/Aect Manage'ent
#3#3## Changing +loc- Si9e
!lease chec- the Delta Guide#
,se
3he bloc) si9e seci%ies the n(mber o% obect instances that ill be selecte$ an$ %orar$e$ in
a single oeration. 3he bloc) si9e is set b& the s&stem. 3he $e%a(lt /al(e onl& has to bechange$ i% there are roblems *%or eamle4 memor& o/er%lo hen ma)ing selection in theERP s&stem,.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AC1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange #%@ect Management Business #%@ects
2. 5n the #%@ect #/er/ie1 screen select the obect %or hich the bloc) si9e sho(l$ bechange$ an$ choose $ilters.
+. Choose +ispla( C.ange &Ctrl $,)4
<. Change the entr& in the %iel$ Block Si!e.
8. Sa/e *Ctrl = S, &o(r entries.
#3#3##" Defining 4ilters for 1/Aects
!lease chec- the Delta Guide#
,se
n$er $ilter Settings &o( can set %ilters %or a b(siness obect. >or C(stomi9ing an$ con$itionobects the %ilters can be $e%ine$ onl& (sing tables:str(ct(res an$ the table-relate$ %ilters&mbol. 6% &o( (se more than one %ilter entr& er obect4 %ilters to the same table %iel$ arelin)e$ ith an 5R. >ilters to $i%%erent table %iel$s are lin)e$ b& AD.
3he %ilter con$ition ;5RG 00014 ;5RG 0002 res(lts in a set that contains both the %irstan$ secon$ sales organi9ation.
3he %ilter con$ition ;5RG 00014 ;3#EG 01 res(lts in obects that %(l%ill both con$itionsat the same time.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AC1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are +ata
Exc.ange #%@ect Management Business #%@ects
2. Select a b(siness obect an$ choose +etails.
+. Choose $ilter Settings4
<. Enter the $ata %or the %olloing %iel$s
4ield !rocedure
So(rce site se the in(t hel to select the site &o( ant to set the %iltercriteria %or. >or eamle4 %or an initial $ata trans%er %rom SAP ERP4this is the ERP S&stem %rom hich the $ata is to be trans%erre$.
ote 3he selection is $een$ent on the alloe$ %lo contets*SM5>66C5,.
3able se the in(t hel to select a table4 %or eamle4 A1 %orc(stomer master.
>iel$ se the in(t hel to select a %iel$.
5P *5erator, Select an oerator.
@5# Seci%& the loer limit %or the %ilter con$ition. 6% the %iel$ &o(selecte$ is a $ate %iel$4 enter the $ate ith the %ormatKKKKMMDD. @ea$ing 9eros sho(l$ be (se$ as /al(es %oreamle4 %or c(stomer an$ material n(mbers.
H6GH Seci%& the (er limit.
6ncl.:Ecl. Seci%& hether the state$ /al(e:inter/al range sho(l$ beincl($e$ or not.
6ncl(si/e the res(lting set lies ithin the range.
Ecl(si/e 3he res(lting set lies o(tsi$e the range.
6nacti/e Set &o(r %ilter con$itions to acti/e.
8. Sa/e *Ctrl = S, &o(r entries.
3he Generate $ilter (shb(tton locate$ belo the men( is onl& (se$ %orregenerating %ilter mo$(les %or selecte$ obects4 an$ sho(l$ onl& be (se$ inecetional cases.
• 3he %iel$s %or %iltering are a/ailable re$e%ine$ %or the obects. Ko( ill %in$ the /al(es
alloe$ %or each obect hen &o( ma)e &o(r selection.
• Some obects are $eli/ere$ ith re$e%ine$ %ilters. SAP recommen$s that &o( $o not
change or $elete. 6% necessar&4 &o( sho(l$ $e%ine ne %ilters. 3he (rose o% %ilters isto re$(ce the si9e o% the $ataset trans%erre$. Ko( can %in$ the re$e%ine$ %ilters in thechange %(nctions o% the A$ater >rameor) an$ in table SM5>>6@3A'.
• >ilter con$itions are onl& store$ locall& an$ are not containe$ in the transort o%
a$ater obects. 6n this a& %ilters are not transorte$ %rom the $e/eloment s&stemto the ro$(ction s&stem. 3his is beca(se %ilter con$itions are site-seci%ic an$ are$e%ine$ $i%%erentl& in the $e/eloment s&stem to the ro$(ction s&stem. e %iltersettings ha/e to be $e%ine$ in each s&stem.
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
3#3#" I'proving !erfor'ance During Replication
!lease chec- the Delta Guide#
,se3he initial $onloa$ o% obects s(ch as the material master $ata can lea$ to er%ormanceroblems.
!rocedure
6n or$er to imro/e er%ormance4 al& SAP ote +8017!.
3#3#3 Monitoring and rror %nalysis for Replication
!lease chec- the Delta Guide#
Se/eral tools %or monitoring can be (se$ to chec) the stat(s o% the relication.
#3#3#3# Monitoring Do;nload Status
!lease chec- the Delta Guide#
,se
3he list Monitor #%@ects shos the c(rrent $onloa$ stat(s *Running =ait +one, %orre/io(sl& selecte$ obects.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
+ata Exc.ange Monitor #%@ects
2. Enter either an obect name or an obect name area or (se the >< in(t hel.@ea/e the selection emt& i% &o( ant to $isla& all obects.
+. n$er Additional Selection Criteria &o( can select b& the c(rrent stat(s A%ort 4 =aiting 4Running or +one4
<. Choose Execute.
8. 5n the Monitor +o1nload #%@ects screen &o( get the %olloing in%ormation that gi/es &o(hints abo(t the correctness o% the $onloa$ %or each obect.
4ield 5alue
Chec)bo Set the in$icator to select a trans%er obect %or %(rtherrocessing.
Stat(s 3he %olloing /al(es are ossible
• Re$ *aiting, i.e. not &et starte$ or aborte$
• Kello *Running ,
• Green *+one,
5bect name
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
4ield 5alue
P *Parent, 6% this in$icator is set4 there is a s(eror$inate obect in thetrans%er.
Date Date o% the last trans%er bloc).
3ime Start time o% the last trans%er bloc).
'loc) o. 3he bloc) n(mber in$icates ho man& bloc)s ha/e alrea$&been $onloa$e$.
6%4 %or eamle4 the bloc) si9e has been set to 1004 then bloc)n(mber 18 means that 14800 obects ha/e alrea$& beenoste$ on the CRM Ser/er $atabase.
Attemt 3his %iel$ shos the n(mber o% attemte$ trans%ers.
So(rce Site Seci%ication o% the R>C 5@3P $estination.
Destination Seci%ication o% the CRM s&stem or CD'
!. 6% an obect ill not start *re$ light an$ stat(s =aiting ,4 chec) i% the obect is $een$ent*%iel$ Su%o%@ect ,. 5nl& i% the arent obect has been loa$e$ s(ccess%(ll&4 can $een$entobects be starte$4 e.g. Material can onl& be $onloa$e$ once Customer has been$onloa$e$4 since there are materials $een$ent on c(stomers.
7. 6% an obect has not change$ in the Monitor %or a long time4 *e.g. no increase in bloc)n(mbers %or the last %i/e min(tes,4 ascertain the reason %irst an$ then tr& to $onloa$ theobect again.6n this case &o( sho(l$ r(n the %olloing acti/ities to $etect the error.
#3#3#3#" General %nalysis Steps
!lease chec- the Delta Guide#
Carr& o(t the %olloing stes
1. Ma)e s(re the highest a/ailable Core S(ort Pac)ages are installe$ in the 5@3P in thesame a& as on the CRM ser/er.
2. Chec) the setting %or ERP table CRMR>CPAR *see chater Maintaining 3a%leCRMR$CPAR ,.
+. Chec) the R>C connections %rom CRM to ERP an$ /ice /ersa.
#3#3#3#3 Monitoring 1ut/ound ueue
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code SM)1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
Queues +ispla( #ut%ound R$C Queues
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
2. 3o $isla& a list o% the F(e(es4 enter the client4 F(e(e name *%or eamle , an$ theF(e(e $estination *%or eamle ,.
+. Choose Execute.
<. 3o $isla& the stat(s4 select the F(e(e an$ choose +ispla( selection *>7,.
8. Call a seci%ic o(tbo(n$ F(e(e4 select it an$ choose +ispla( Selection &$H).
!. 3o $isla& $etails on a F(e(e4 $o(ble-clic) the %iel$ Queue name.
7. 6% the F(e(e as stoe$ beca(se o% caacit& o/erloa$4 (se >! to restart the F(e(e.
. 6% a secon$ start o% the F(e(e is not s(ccess%(l4 call the short $(m anal&sis in the CRMs&stem.
#3#3#3# Monitoring In/ound ueue
!lease chec- the Delta Guide#
!rocedure
1. 3o /ie the inbo(n$ F(e(es in the CRM s&stem an$ their stat(s4 choose one o% the%olloing na/igation otions
Transaction code SM)*
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
Queues +ispla( In%ound R$C Queues
2. Enter the client an$ the F(e(e name *%or eamle ,.
+. Choose Execute.
<. 3o $isla& the stat(s4 select the F(e(e an$ choose +ispla( selection *>7,.
8. #hen &o( $o(ble-clic) the %iel$ Status4 a$$itional $etaile$ in%ormation is generate$.
!. 3o $isla& $etails on a F(e(e4 $o(ble-clic) the Queue name %iel$.
7. 5n the F(e(e $etails screen4 a re$ entr& in the %iel$ Stat(s in$icates an error.
. 6% the F(e(e has stat(s S3#P this is a C(stomi9ing roblem in the CRM alication.
". #hen &o( $o(ble-clic) on the stat(s %iel$ entr& $etaile$ in%ormation is $isla&e$.
#3#3#3#6 %naly9ing +Doc Messages
!lease chec- the Delta Guide#
,se
'& anal&9ing the 'Doc messages &o( get in%ormation abo(t incorrect settings in the CRMs&stem that in%l(ence the relication.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code SM%01
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
Message $lo1 +ispla( B+oc Messages
2. Seci%& $ate an$ time o% the rele/ant erio$ o% time.
+. Choose Execute.
<. 'D5C messages ith stat(s beginning ith E *re$ tra%%ic light, nee$ man(al correction
an$ retr&.
8. Select the message an$ choose Errors.
!. Here &o( %in$ notes regar$ing CRM setting roblems.
#3#3#3#7 Chec-ing Transactional R4C Re$uests
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing the %olloing na/igation otion
Transaction code SM'+
2. 5n the initial screen 3ransactional R$C 4 seci%& $ates %or the $isla& erio$.
+. >ill in the remaining %iel$s. Alternati/el&4 enter .
<. Choose Execute.
8. 3o $isla& %(rther $etails4 $rill $on in the log.
#3#3#3#: %naly9ing %+%! Du'ps
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code ST**
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
Performance Exceptions7<sers Exceptions
ABAP Runtime Errors
2. Seci%& the erio$ *to$a&4 &ester$a&,.
+. Choose +ispla( list *>,.
<. 3o $isla& the A'AP short $(m $escrition4 select one o% the short $(ms an$ choose+ump anal(sis *>2,.
3#3# Restart Replication
!lease chec- the Delta Guide#
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
,se
A%ter $etecting an$ sol/ing the relication error &o( ha/e to restart the relication.
3here are no restrictions %or reeating $ata trans%ers %rom ERP to CRM.
!rocedure6n or$er to restart the relication &o( ha/e to r(n the %olloing stes
1. Canceling $onloa$ o% obects in transaction R+AM14
2. Deleting o(tbo(n$ F(e(e in transaction SMJ1.
+. Deleting inbo(n$ F(e(e in transaction SMJ2.
<. Restart $onloa$ (sing transaction R+AS.
#3#3## Canceling Do;nload of 1/Aects
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code R3AM1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
+ata Exc.ange Monitor #%@ects
2. Enter either an obect name or an obect name area or (se the >< in(t hel.@ea/e the selection emt& i% &o( ant to $isla& all obects.
+. n$er Additional Selection Criteria &o( can select the stat(s =aiting an$ Running4
<. Choose Execute.
8. 5n the Monitor +o1nload #%@ects screen select the obects &o( ant to cancel %or$onloa$.
!. Choose the Cancel s&mbol.
#3#3##" Deleting 1ut/ound ueue
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code SM)1
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
Queues +ispla( #ut%ound R$C Queues
2. 3o $isla& a list o% the F(e(es4 enter the client4 F(e(e name *%or eamle , an$ theF(e(e $estination *%or eamle ,.
+. Choose Execute.
<. 3o $elete an o(tbo(n$ F(e(e4 select the F(e(e an$ choose +elete selected o%@ects4
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
#3#3##3 Deleting In/ound ueue
!lease chec- the Delta Guide#
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otions
Transaction code SM)*
S%! CRM G,I 'enu Arc.itecture and 3ec.nolog( Middle1are Monitoring
Queues +ispla( In%ound R$C Queues
2. 3o $isla& a list o% the F(e(es4 enter a F(e(e name *%or eamle ,.
+. Choose Execute.
<. 3o $elete an inbo(n$ F(e(e4 select the F(e(e an$ choose +elete selected o%@ects4
#3# Chec-ing Delta Replication vents
!lease chec- the Delta Guide#
,se
>or all master $ata obects an a(tomatic $elta relication ill be acti/ate$ $(ring the initial$onloa$4 i.e. each mo$i%ication o% a master $ata obect is a(tomaticall& trans%erre$ %rom theERP into the CRM s&stem. C(stomi9ing $ata is not a(tomaticall& relicate$. Ko( ha/e to r(nthe $elta relication man(all& or r(n a bac)gro(n$ ob erio$icall&.
3he initial loa$ o% an obect normall& er%orms the acti/ation o% $elta e/ents a(tomaticall&.
Ko( ha/e to acti/ate the $elta e/ents man(all& onl& i% &o( nee$ the $elta e/entsb(t ha/e not er%orme$ the initial loa$ o% an obect4 %or eamle %or sales$oc(ments.6% all rele/ant obects that ill be (se$ in the scenarios ha/e been $onloa$e$s(ccess%(ll&4 &o( can s)i this acti/it&.
!rocedure
1. Access the acti/it& (sing one o% the %olloing na/igation otionsTransaction code SE16
S%! R! G,I 'enu 3ools ABAP =ork%enc. #/er/ie1 +ata Bro1ser
2. 6n the table name %iel$ enter 3'E+1.
+. Choose 3a%le Contents &Enter)4
<. Choose Execute &$D)4
8. Chec) the col(mn $<-C3 %or the rele/ant entries. >or sales $oc(ments the rele/ant entr&is
%!!2 4,&CT
'C-M6D CRSLSA@ESLC5@@EC3LDA3A
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SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e
6% this entr& is in the table4 the $elta relication %or sales $oc(ments is sitche$ on.
6n case &o( nee$ to acti/ate the $elta e/ents man(all&4 r(n the %olloing acti/it& in theCRM s&stem
Transaction code R3AC,
S%! CRM G,I 'enu Arc.itecture K 3ec.nolog( Middle1are +ata
Exc.ange +elta *oad Set <p +elta *oad
1. Choose +ispla( C.ange in or$er to sitch to change mo$e.
2. Choose -e1 Entries4
+. Enter the rele/ant obect class in %iel$ #%@ect Class an$ the R>C $estination to the ERPs&stem in the %iel$ +estination.
<. Sa/e &o(r entries.
3his transaction also maintains $atabase table 3'E+1 in the ERP s&stemp