CRM Configuration

8/17/2019 CRM Configuration

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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



SAP Best Practices CRM Master Data Relication *C0+, Con%ig(ration G(i$e

Copyright

2010 SAP AG. All rights reser/e$.

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Icon Meaning

Ca(tion

Eamle

ote

Recommen$ation

S&nta

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Cross-re%erences to other $oc(mentation.

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EXAMPLE TEXT e&s on the )e&boar$4 %or eamle4 %(nction )e&s *s(ch as F2, or the

ENTER )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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+.+.+.! 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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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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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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• 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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Mapping a'ple

CRM Syste' R! Syste'

Classification

$rom num%er tonum%er

Replication

direction

Account group


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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CRM Syste' 12T! R!

Classification


Replicationdirection

Account group


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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#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


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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!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)


,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


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)


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,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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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$


#3###"# Creating R! Reference Custo'er (S%! R!)


,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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!rocedure


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!)


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


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!)


,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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• 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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>or SAP 'est Practices %or CRM onl& a maing o% acco(nt gro(s toclassi%ication C(stomer is reF(ire$.


#3###3 Mapping +usiness !artner Master Data fro' CRM toR!


,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


%ccount group

&u'/er range


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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#3###3# Defining &u'/er Ranges for CRM +usiness!artners (II) (S%! CRM)


,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


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!.


#3###3#" Defining CRM +usiness !artners Groupings (II)(S%! CRM)


,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



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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>or the translations highlight the ne gro(ing an$ choose Goto


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$e Deselecte$


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!. 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


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!)


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,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


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!)


,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



S%! R! IMG 'enu *ogistics ' General → Business Partner → Customers →

Control → +efine Account Groups and $ield Selection for

Customer

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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


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!)


,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



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.






#3###3#7 Mapping CRM Classifications to R! %ccountGroups (S%! R!)


,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!)


,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



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


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.





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)


,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)


!rocedure


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)


!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)


!rocedure


Transaction code R3AM1


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)


!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


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)


!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




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






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)


!rocedure

3o chec) the comleteness o% the contact erson relication4 carr& o(t these stes


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)


,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




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2. 6n the *oad #%@ect %iel$4 enter the obect +-*C<S33I3 .



#3##3#" Monitoring Replication Status (S%! CRM)

!rocedure




Exc.ange

Initial *oad

Monitor #%@ects


Result


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



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





#3##3# Replicating Custo'er <ierarchy

,se

3he SAP ERP table ;H *c(stomer hierarchies, has to be $onloa$e$ to SAP CRM.

!rocedure





2. 6n the *oad #%@ect %iel$4 enter the obect +-*B<PAF- .



#3##3#6 Monitoring Replication Status (S%! CRM)

!rocedure






Result


6n case o% roblems $(ring relication4 call transaction SM#P *Mi$$learePortal, an$ search %or error stat(s in the area Runtime Information.


#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"#





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


,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


,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!)


!rocedure1. Access the acti/it& (sing the %olloing na/igation otions


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)


!rocedure

3o create the item categor& gro(s in the CRM s&stem4 carr& o(t these stes



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)


!rocedure





,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





2. 6n the *oad #%@ect %iel$4 enter MA3ERIA*.







#3###6 Monitoring Replication Status (S%! CRM)

!rocedure






Result


6n case o% roblems $(ring relication4 call transaction SM=P *Mi$$learePortal, an$ search %or error states in the area Runtime Information.


#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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>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


. 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 .





#3##6#" Deter'ine R! Sales !ricing !rocedure


,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



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


,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


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@@.


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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%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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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


#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


Transaction code R3AC'


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


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






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


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.





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.



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










Result


6n case o% roblems $(ring relication4 call transaction SM#P *Mi$$learePortal, an$ search %or error states in the area Runtime Information.


#3##6#6 Chec-ing Co'pleteness of Replication (S%! CRM)

!rocedure


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



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



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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<. 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


Transaction code SDIMA


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@.





#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


,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





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


,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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!rocedure





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.





3#3#" I'proving !erfor'ance During Replication


,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


Se/eral tools %or monitoring can be (se$ to chec) the stat(s o% the relication.

#3#3#3# Monitoring Do;nload Status


,se

3he list Monitor #%@ects shos the c(rrent $onloa$ stat(s *Running =ait +one, %orre/io(sl& selecte$ obects.

!rocedure



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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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


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


!rocedure


Transaction code SM)1


Queues +ispla( #ut%ound R$C Queues

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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


!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)*


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


,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


Transaction code SM%01






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


!rocedure


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


!rocedure


Transaction code ST**


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






,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


!rocedure




+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


!rocedure


Transaction code SM)1


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





#3#3##3 Deleting In/ound ueue


!rocedure


Transaction code SM)*


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


,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





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.


3his transaction also maintains $atabase table 3'E+1 in the ERP s&stemp

CRM Configuration

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Transcript of CRM Configuration