C03 DeltaGuide en De

SAP CRM 7.00

September 2010

English

CRM Master and Transaction Data Replication (C03)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Delta Guide for SAP Best Practices Baseline Packages

1

SAP Best Practices CRM Master and Transaction Data Replication (C03): Delta Guide

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Contents

CRM Master and Transaction Data Replication: Delta Guide...........................................................4Master Data Replication...................................................................................................................... 4

Replicating Business Partners.........................................................................................................4Mapping Business Partner Master Data from ERP to CRM.........................................................4

Identifying Relevant ERP Account Groups (SAP ERP)............................................................4Defining Number Ranges for CRM Business Partners (I) (SAP CRM).....................................4Defining CRM Business Partner Groupings (I) (SAP CRM).....................................................4Creating ERP Reference Customer (SAP ERP).......................................................................5Assigning Consumer – Reference Customer (SAP ERP)........................................................5Mapping ERP Account Groups to CRM Classifications (SAP ERP).........................................5

Mapping Business Partner Master Data from CRM to ERP (SAP CRM).....................................5Defining Number Ranges for CRM Business Partners (II) (SAP CRM)....................................5Defining CRM Business Partner Groupings (II) (SAP CRM)....................................................5Creating ERP Business Partner Number Ranges (SAP ERP).................................................5Creating ERP Account Groups (SAP ERP)..............................................................................6Defining Partner Functions (SAP ERP)....................................................................................6Mapping CRM Classifications to ERP Account Groups (SAP ERP).........................................6

Synchronizing Field Settings for Business Partners (SAP ERP)..................................................6Replicating ERP Reference Customer (SAP CRM).....................................................................6Selecting Customers for Replication (SAP CRM)........................................................................6

Replicating Customer Hierarchy......................................................................................................7Replicating Materials....................................................................................................................... 7

Defining Item Category Groups...................................................................................................7Selecting Materials for Replication (SAP CRM)...........................................................................7

Replicating Conditions..................................................................................................................... 8Replicating Conditions (SAP CRM)..............................................................................................8

Maintaining Pricing Procedures.......................................................................................................8Checking Pricing Procedures (SAP CRM)...................................................................................8



CRM Master and Transaction Data Replication: Delta GuideUsePlease see chapter SAP ERP Back-End System with Best Practices Baseline Package in the document Quick Guide to Installing SAP Best Practices for CRM in section Installation for details about the Delta Guide usage.

This Delta Guide is only relevant if an SAP Best Practices Baseline Package has been installed in the ERP system that is connected to the CRM system.In addition it has to be assured that no customizing settings have been changed after the SAP Best Practices Baseline Package installation.

Master Data ReplicationReplicating Business PartnersMapping Business Partner Master Data from ERP to CRMIdentifying Relevant ERP Account Groups (SAP ERP)The following ERP account groups are relevant for mapping:

Account group Number range From number To number Ext

YB01 01 100000 199999 X

YBEC 01 100000 199999 X

YBAC Y4 400000 499999 X

Defining Number Ranges for CRM Business Partners (I) (SAP CRM)Create the following number range:

Number range From number To number External

Y0 400000 499999 X

Y2 100000 199999 X

Defining CRM Business Partner Groupings (I) (SAP CRM)Create the following grouping:

Grouping

Short name Number Range External Hide

Y0 EN: Affiliated CompaniesDE: Angegliederte Unternehmen

Y0 X X

Y1 EN: Export Customers DE: Export-Kunden

Y2 X X

Y2 EN: Sold-to-partyDE: Auftraggeber

Y2 X X



Creating ERP Reference Customer (SAP ERP)Create ERP Reference Customer 101000 by copying Customer 100000.

Customer Company Code Sales Org Distr. Channel Division

101000 1000 1000 10 10

Assigning Consumer – Reference Customer (SAP ERP)Assign reference customer 101000.

Mapping ERP Account Groups to CRM Classifications (SAP ERP)Define a mapping for the following account groups:

Account Group Name Classification Grouping External

YB01 Sold-to party B Y2 x

YBEC Export Customers - BP B Y1 x

YBAC Affiliated Companies - BP B Y0 x

Mapping Business Partner Master Data from CRM to ERP (SAP CRM)Defining Number Ranges for CRM Business Partners (II) (SAP CRM)Create the following number ranges:

Number range From number To number Ext

Y5 0007000000 0007999999 X

Y6 0000600000 0000699999

Defining CRM Business Partner Groupings (II) (SAP CRM)Create the following groupings:

Grouping Short name Number Range

External Int.Std Grping

Ext.Std Grping

Hide

Y5 CRM Customer Y5 X X

Y6 CRM Consumer Y6 X

Creating ERP Business Partner Number Ranges (SAP ERP)Create the following number ranges:

Number range From number To number Ext

Y5 0007000000 0007999999 X

Y6 0000600000 0000699999 X



Creating ERP Account Groups (SAP ERP)Create the following account groups:

Group Short name Number Range External

Y100 EN: CRM Customer Y5 X

DE: CRM-Kunde

0170 EN: Consumer Y6 X

Create account group Y100 as a copy of account group YB01.Account group 0170 doesn’t have to be created but the number assignment has to be changed.

Defining Partner Functions (SAP ERP)Please do the following account group assignments:

Partn. Funct. Name Account Grp Name

SP Sold-to party Y100 CRM Customer

SH Ship-to party Y100 CRM Customer

BP Bill-to party Y100 CRM Customer

PY Payer Y100 CRM Customer

Mapping CRM Classifications to ERP Account Groups (SAP ERP)

Classification Account group Name

A 0170 Consumer

B Y100 CRM Customer

E 0170 Consumer

Synchronizing Field Settings for Business Partners (SAP ERP)For testing purposes set all mandatory fields in account groups Y100 and 0170 in the ERP system to optional. In productive systems all fields must be synchronized with the CRM system.

Replicating ERP Reference Customer (SAP CRM)Choose Reference Customer 101000.

Selecting Customers for Replication (SAP CRM)Select the following customers for download:

Customer

0000100000

0000100001

0000100002

0000100003

0000100004

0000100005

0000100009

0000100010

0000100100



Customer

Replicating Customer HierarchyThe download of the customer hierarchy is optional.

Replicating MaterialsDefining Item Category GroupsCreate the following item category groups:

ItCGr Description

YBNA EN: Stock ord 3rd party

DE: Strecke (ohne LA)

YBUK EN: Bought-In

DE: Zukauf

YBS1 EN: Service w Order CS

DE: Service m Auftrag CS

YBLE EN: Service w/o Delivery

DE: Service o. Lieferung

YBC1 EN: Consulting SD

DE: Beratung SD

Selecting Materials for Replication (SAP CRM)Please download the following materials.Plant: BP01 und BP02

Material Sales Organization Distr. Channel Division Classification Material type

H10 1000 10 10 HAWA

H11 1000 10 10 HAWA

H12 1000 10 10 HAWA

H13 1000 10 10 HAWA

H14 1000 10 10 HAWA

H20 1000 10 10 HAWA

H21 1000 10 10 HAWA

H22 1000 10 10 HAWA

H100 1000 10 10 HAWA

H200 1000 10 10 HAWA

D100 1000 10 10 DIEN

D200 1000 10 10 DIEN

D300 1000 10 10 DIEN



Make sure that the services which you replicate from ERP (here D100 – D300) have got the general item category group LEIS maintained (for both basic data and sales org. data).

Replicating Conditions Replicating Conditions (SAP CRM)Please look which condition tables are used in the access sequences PR02.The condition objects for the ERP conditions tables have the pattern DNL_COND_<XXX> where XXX are the ERP condition tables A304, A305 and A306.

Maintaining Pricing ProceduresChecking Pricing Procedures (SAP CRM)Check the availability of the following pricing procedures: Y00001 Best Practices: CRM Pricing Y00002 Best Practices: Serv. Pricing


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C03 DeltaGuide en De