SAP Note

Header Data

Symptom

Documentation Enhancement for Trade Promotion Management with CRM 2007 SP01

Other Terms

TPM

Reason and Prerequisites

Additional Solution Manager Information Required for Configuring the TPM Business Scenario

Solution

The following documentation enhancements have been made: IMG Changes: Customer Relationship Management -> Trade Promotion Management -> Basic Data -> Define Status-Driven Events (See Attachment 1). You need the following basic Customizing settings to run this scenario:

l Actions

l Taxes

l Date Management

l Transactions

l Billing:

Configure Application (ensure the following features are activated):

Enhanced Account Determination Funds Management Integration Marketing Set

Symbolic Account Key

l Organizational Management

Assign Billing Units to Sales Organization

Assign Company Code to Billing Units

l Pricing

l Partner Processing

l Territory Management

l Text Management

l Pricing Procedures

l Define Customer Groups

These have been maintained in the Solution Manager under Basic Data for Marketing -> TPM Specific Settings -> Settings in SAP CRM -> Maintain Basic Data Under Basic Data for Marketing -> TPM Specific Settings -> Settings in SAP CRM -> Integrate Claims

1120091 - Documentation Enhancements for TPM with CRM 2007 SP01

Version 2 Validity: 21.12.2007 - active Language English (Master)

Released On 21.12.2007 14:59:36 Release Status Released for Customer Component CRM-MKT-MPL-TPM Trade Promotion Management Priority Recommendations / Additional Info Category Documentation error

Management, there is a section added about BC Set activation. An IMG activity that has been added to the Solution Manager system that is a prerequisite for Claims Management integration in the TPM scenario. You complete this Customizing in CRM, by choosing Master Data -> Organizational Management -> Cross-System Assignment of Organizational Units -> Assign Billing Units to Sales Organizations. For information on setting up SAP ERP controlling integration for TPM, see the note 1120920. This information has been maintained in the Solution Manager under Basic Data for Marketing -> Set Up ERP Controlling Integration. For the process TPM Deduction Claim, you need the SAP ERP activity Define Derivation of Element Types from Dispute Management. This has been added to this process. For dispute management integration, you need the following Customizing activities in se3: Financial Supply Chain Management -> Dispute Management-> Dispute Case Processing -> Integration with Other Applications. The Business Functions that are required to be activated to integrate Claims Management with Dispute Management and FI-AR are:

l FIN_FSCM_CCD

l FIN_FSCM_INTEGRATION

You also have to activate the BC-Set UDM_CUST_CCM and complete the IMG activities under Financial Supply Chain Management -> Dispute Management -> Process Integration with Account Receivable Accounting. The following are prerequisite settings for this integration:

l Dispute Management

Copy the Dispute Management Customizing from client 000 to your customer client. Activate the business function FIN_FSCM_CCD. Specific settings for integration with Claims Management are available through the BC set UDM_CUST_CCM, which you can activate. This BC set contains settings regarding the following IMG activities:

Create Status Profile

Create Values for Attribute "Category"

Assign Escalation Reasons to an Attribute Profile

Create Values for Attribute "Reason"

Define Case Types

Define Automatic Status Changes

Define Derivation of Element Types

Define Text ID for Notes

Define the Effect of Events on Dispute Cases

Define Transfer of Dispute Cases

After activating the BC set, the case type F_D3 is available in the system. Case type F_D3 is configured for integration with Claims Management. If you want to further customize Dispute Management for your specific requirements, you can do so under Financial Supply Chain Management, by choosing Dispute Management -> Dispute Case Processing.

l FI-AR

Activate the Business function FIN_FSCM_INTEGRATION. Complete the following IMG activities in Financial Supply Chain Management, by choosing Dispute Management -> Process Integration with Accounts Receivable Accounting:

Activate Process Integration to SAP Dispute Management

Define Default Values for Creation of Dispute Cases

Automatic Write-Off of Dispute Cases -> Edit settings(if you require this process also).

All IMG activities under Integration with Claims Management (all IMG activities except for the BAdI: Distribution of Credit Memos)

If you want to further customize the Dispute Management integration with Accounts Receivable accounting, then you can do so under Financial Supply Chain Management, by choosing Dispute Management -> Process Integration with Accounts Receivable Accounting.

Transferring Conditions to SAP ERP Transferring trade promotion data from SAP CRM to SAP ERP Initial Load

R3AC5 # Adapter Object Overview Similar to the settings for transferring condition Customizing from SAP ERP to SAP CRM, you use transaction R3AC5 to transfer trade promotion data. You must define one adapter object for each condition table in SAP CRM. Note: All condition tables (and the associated adapter objects) must start with 'Z' if they are not to be delivered to the client!!! For example, CUS522 is an internal condition table that is not standard delivery and starts with a 'z'. Start Initial Load Similar to loading condition Customizing from SAP ERP to SAP CRM, you also load trade promotion data from SAP CRM to SAP ERP in transaction R3AS. Delta Load CMWMON # Middleware Object Navigator Site R/3 needs to contain the following Subscriptions:

l Agreements

l Conditions

Set Up Delta Load The object classes correspond to the adapter objects defined in transaction R3AC5. The following object classes have to be there:

l AGREEMENTS

l CONDITIONS

The object classes have to be linked to the correct destination. Using Trade Promotions in Sales Order Make sure conditions are active in SAP ERP once you are ready to use trade promotion condition records in SAP ERP sales orders.

Validity

References

This document is referenced by:

SAP Notes (1)

Attachments

Software Component From Rel. To Rel. And Subsequent

BBPCRM 600 600

1151884 Configuration Documentation for Trade Promotion Management

File Name File Size (KB) Mime Type

Define_Status_updated.zip 6 application/x-zip-compressed