Config Material

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hat is SAP

AP stands for Systems Applications and Products in Data Processing. Designed and developed by 5 IBM engineersuring the 1970s as a standards based software alternative to custom built ERP software, SAP has come a long way.

as been in the forefront of ERP software ever since.

AP develops ERP products to be used by companies to manage their enterprise. This includes managing their day to

perations, logistics, finances, month end, quarter end and yearly activities, reporting, HR etc. Although there are a

ouple of other ERP vendors who do the same, the key differentiator for SAP is the way in which SAP integrates allese operations and makes for a seamless system that is both easy to use and at the same time sophisticated enough t

clude all kinds of complex activities that are needed for any kind of enterprise. Examples of some of these activities

ould, be running Material resourceplanning, recruiting and managing an employees lifecycle, disbursing payrolls,cording all financial transactions and drawing balance sheets and P/L statements of the company etc. Now imagine

ngle system that takes care of all these diverse activities and still keep them well integrated.

AP was initially designed to be run on the mainframe and was called that release was called R/2 (Release 2). SAP

uickly caught on to the client server model with a later release called R/3 and this was the most popular version of Sfter R/3, later versions of their core software were launched called Enterprise Central Component (ECC).

he automation needs of an enterprise are endless. SAP soon realized that corporations needed business intelligence

ine data from their daily operational data and extract meaningful trends that could enable further business opportun

AP BW was born and morphed into BI after buying out Business Objects (BO).

fter the hugely successful R/3, SAP created more and more niche software like Customer Relationship ManagemenCRM), SRM, XI (now called Process Integration or PI) and once again living up to the standards of SAP by maintai

ght integration with their core ECC software.

hrough the process of developing these software components, SAP has slowly moved from standard client serverchitecture to a completely web-based architecture where every transaction can be run from just a browser. These ne

mension products developed on the web standards based framework (NetWeaver) are all under new umbrella called

ySAP.

Whats in it for me ?

AP is all-powerful software and everything, but you might ask How does it help me? Roughly more than 70% of ortune 100 and more than 50% of all Fortune 500 companies use SAP as their core ERP software.

What this gives you is tremendous job opportunities with these companies. These companies have enormous appetite

ualified IT consultants in the field of SAP. These jobs are not just for computer engineers or the likes of them. Thereultiple tiers of consultants working in SAP for these companies. SAP is one of the very few softwares where thereear distinction between functional and technical areas of expertise. For companies, this means that there is a clear a

gical division of the type of work performed and hence leads to increased productivity and efficient implementation

nd maintenance lifecycles. For individuals like you, this means more jobs and more specialization required for the s

We can classify them as


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1. Functional Consultants: These are folks who have tremendous industry experience in their respective area (LiHR, Finance, Logistics modules like Sales, Procurement etc ) . An example would be a hard-core sales managwith extensive Sales domain experience, working as an SAP SD functional consultant. Another example wou

a CPA working to configure an SAP FICO system in a company. The strength of these consultants would like

their deep understanding of the core business processes that are key to the enterprise. A CPA would understan

the General Ledger, Balance Sheet or a reconciliation account more than somebody with just pure technicalknowledge.

2. Technical Consultants: These are folks who have very good engineering or other academic backgrounds and ha very strong understanding of programming languages. SAPs own 4

thGeneral Programming language is cal

ABAP. ( Advanced Business Application Programming). In the mySAP suite of products, programming can b

done in Java as well. Also there are specialized skills like configuring and customizing SAPs own middlewa

XI(Exchange Infrastructure), MDM ( Master Data Management) etc.3. System Administration: This is managing the SAP software itself (The Netweaver Core ). These folks are call

SAP Basis consultants and they come from some kind of System Administration background (*NIX, Window

Database Administrators). The job includes, installation, upgrades, patching and general maintenance of the S

system. They also take care of maintaining the entire system landscape.

Modules, Suites and More..

990s saw a tremendous change in SAP. Early 1990 is when SAPs R/3 captured the ERP market. The core ERP proomprised of the following modules.

1. FICOFinance & Controlling2. SDSales & Distribution3. MMMaterials Management4. PPProduction Planning5. SMService Management6.

QMQuality Management7. WMWarehouse Management

8. TMTransportation Management9. HRHuman Resources10.PSProject Systems

the later part of 1990s, SAP diversified into many niche products expanding beyond just its core ERP product spac

nd venturing into new dimension products. Some of these products are mentioned here. They were grouped under thrm SAP Business Suite.

1. CRMCustomer Relationship Management2.

SRMSupplier Relationship Management3. APOAdvanced Planner and Optimizer

4. PLMProduct Lifecycle Management5. SCMSupply Chain Management6. e-Procurement7. FSCMFinancial Supply Chain Management8. EHSEnvironment Health and Safety9. SEMStrategic Enterprise Management


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10.BIBusiness Intelligence11.PIProcess Integration12.EWMExtended Warehouse Management13.and counting.

arallelly, SAP has been working on Industry specific solutions (SAPIS ) which are written with collaboration witpecific industries. For example, SAP implements at Nike and has gathered tremendous information on how the footw

nd apparel industry works. Naturally SAP has come up with a version of ERP called SAP IS AFS (Apparel &ootwear). SAP also has many other Industry solutions. For a complete list, visithttp://help.sap.comand click on Sr industries.

AP GUI Interface:

ntroduction to SAP Easy Access screen:

heSAP Easy Access application window can be logically divided into numerous sections. The topmost s ection, jus

elow the Red, Yellow and Green button like icons, is called as Main Menu bar which has around 6 options, namely,Menu, Edit, Favorite, Extras, System and Help; each of these menu item contains several sub options. Main Menu is

nsitive to the transaction, this means that it may change according to the transaction you are performing. For exam

you do a transaction related to sales order, then you may notice different menu items listed in the main menu bar s

Sales Document replacingMenu option, Goto option replacing Extras and so on. This can be better practiced on acAP system, you can gain remoteSAP accessat Fuze Server.
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ust below the Main Menu bar there are additional buttons provided, which serves as shortcut for navigating through pplication and performing other important tasks. For example one useful button is Back button which is present in g

olor with backward arrow sing. This button when pressed will take you to the immediate previous page. But before se this Back Button it is essential to remember that there is no forward button; hence, you may proceed forward only

rough a transaction. The button available on the right side of the Back button is the Log Off button which can be se

yellow color with upward arrow.


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Main tool bar:

Back Button and Log Off Button:

he next button on the right of Log Off option is used to jump to the main page, that is the SAP Easy Access screen.

While Back button helps you navigate backwards page by page, the jump option which is seen with a X mark takesthe main page from where you can perform transactions. Sequentially there are other useful buttons on the same ba

uch as Print button, Find button, Find Next button, Page Up, Move Up, Page Down, Move Down and finally Help


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utton. Help button provides information on several topics; for an instance if you do not understand what is Sales Gro

eld on the Create Sales Order: Initial Screen, then select the field and click on Help button. It will provide all theossible information about that particular field. The shortcut key for performing Help action is again by selecting the

eld and pressing F1 button on the keyboard.

Command Window for Transaction Codes: (See Image 1.2)

n the same bar you may also see a Text field just next to a green button with check mark. This field is known asommand Window wherein you can execute Transaction Codes in this window (Transaction Quotes are shortcut to

xecute a transaction). Let Us Understand this with an example transaction. For example you want to create a Sales

rder; you may have to navigate through various options such as Logistics then Sales and Distribution then Sales anden Order. Within Order option you have to double click on a node which is also called Info Cube, to execute a

ansaction. To cut short the execution you can just type the Transaction Code of the node in Command Window and

xecute the command by clicking on the green button with check mark or press enter, to directly reach to the Create

ales Order: Initial Screen. You can get better understanding on Transaction Codes if you practice regularly on actuAP system or Master Data. It is better to possess knowledge about Transaction Codes even if you are more intereste

her SAP branches such as SAP BIorSAP CRMetc.

Page Title:

elow the Command Window you will be able to see some contextual- indication which is nothing but the title of the

age you are viewing currently. For example if you are executing a Sales Order transaction, then the very first page thou may see is the Create Sales Order: Initial Screen. If you proceed to the next page by entering Order Type on

Create Sales Order: Initial Screenpage then you will land on the Create StandardOrder: Overview page.

pplication Toolbar:
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mmediately under the title bar you will be able to see another bar with various options; this bar is known as thepplication Tool Bar. Again, the Application Toolbar changes as you navigate from page to page; this means that the

ay be two different Application Toolbars for SAP Easy Access page and Create Sales Order: Initial Screen. The

pplication Toolbar proffers options which are relevant to that particular page; hence, it shows different option onssimilar pages. There are numerous such options or buttons that can be seen on Application Toolbar on different

reens and each button have its own functionality. You may also see many buttons appearing again and again. To ke function of a particular button in this toolbar you just need to place your mouse on the option and a pop- up field

mart text will indicate the use of the button.

avigation Window:

he next sequential frame on the SAP Easy Access screen is your Navigation Window. This section of the interface

ontains a Hierarchical representation of all the folders and its content. It is present in a dig- down tree form withrectories present in different levels. You can navigate through folders and their sub folders to reach to the desired n

or example to arrive at Create Sales Order: Initial Screen, you may have to navigate through Logistics > Sales and

istribution > Sales > Order and then the Node which you want will be seen (In this example it is VA01- Create inube). You can expand and collapse the folders by clicking on the arrow button at the left side of respective folders.

e right hand side of the Navigation Window or Navigation Menu you can set your company logo.
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tatus Bar:

eyboard Status: INS and DEL

nally at the bottom of the page you may find a horizontal bar which indicates system information which is to theottom- right of the screen. To the extreme right on the bar you may find INS which indicates that the keyboard is in

sert mode; if it is not INS then it is in DEL mode which can be seen according to the transaction. But remember thais does not have any significant effect on your transaction; it is just a denotation of your keyboard state.

RMSYS(CRM or Customer Relationship Management System):

o the left of your INS option you may find CRMSYS option. CRMSYS is nothing but the name of the server. Thisary according to the server.

ession Manager

mmediately next to the server name indication option you may find Session_ Manager option with a scratch pad like

on. When you click on this icon you may see a popped up menu with about 5 options.

The first option that you may find in these options may be System ID which is a unique alphanumeric oralphabetical SAP system name allocated to every server on the network. This id will always contain threecharacters.

It is also used to perform an EDI transaction between one system and another if the SRT connection isestablished. This is possible because all the systems on the network are registered at a hub which is ca

the SAP Solution Manager. The makes each SAP System aware of other systems available on the

network; hence, through such shortcuts (the three character system name) it is possible to send of recedata.
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The second listed option in the popped up menu list is Client which is three digit number. The client ID is usurequired when you login to the system; you need to enter the desired client ID, ID and Password. You may ahave to select the language; hence, you need to put EN if you want English (it is default language). If you wan

your system to be available in Chinese you need to feed in CN and so on. This is possible as SAP supports

multiple languages. This is referred to as internationalization and is depended on the login language.

The next listed option in the dropped down menu is the User. This option shows the current user who is loggethe system.

The next option is program which is nothing but the program for a particular action. For example if you want create a sales order, then the program for creating sales order would be SAPMV45A. Remember that every acmay have different program and this can be check by clicking on scratch pad like icon and selecting program

option. It should be understood thatABAPis the language used to develop programs in SAP and every screen

that you see has a program running behind it and to determine the currently running program you need to follo

aforementioned steps.

The last listed option in the menu is the Transaction which shows the currently running transaction. Thetransaction as showed in the list changes according to the execution you do. Sometimes you may notice that

different actions, steps or screen may show same transaction, this explains that one single transaction may hav

different steps; hence, transaction showed on the right hand bottom of the screen remains the same.

Goto Menu Item:-

While creating a sales order we have to perform different tasks one of which is navigating through different

pages. One reaches to desired location obviously through Navigation Window. But there are other ways to do

this, one of which is Goto menu option. For example if you select Header within Goto option you will get varoptions in a drop down list such as Shipping, Payment Card, Conditions etc. You will also find Sales option

which on clicking will lead to Sales screen of the header data. You may navigate backward by clicking on Ba

button as mention above and again return to the same Sales screen by clicking on a small button with magnifyglass icon which shows Display Doc. Header Details smart text. Similarly you can go to any listed screen

through Goto menu option.

SAP is also efficient due to its property of not loosing the data. For example, if you create a word document yare prompted to save or otherwise let the created data lose. In SAP you need not fear of losing your data. Even
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scenario wherein your system gets crashed you do lose the information you entered. But it should be rememb

that if the GUI connection times out then there are chances that you may lose your data. You also have the opto save your work which can be done by clicking on floppy like icon on the tool bar. After you click on save y

can see the execution on the left hand bottom on the status bar. You can return to the same transaction and fin

the data. The data can also be temporarily preserved as a draft for short time.

Note: There are certain minimum requirements that should be available, which is usually defined by the creatof the transaction. In real life SAP system these requirements may be augmented and different with custom

reports, custom data etc. Hence, SAP allows users to create customized screens or transactions. Even a standa

SAP screen can be modified or you also have the option of creating new screen with minimum data which isrequired to be saved.

orm of messages:

o your information SAP Systems communicate with the users in form of messages which is also a conventional way

hich any computer may interact with the user. There are two usual kinds of messages that are presented to the user.

op-up windows are usually seen in SAP interface and are one of the ways in which SAP system interacts with the une example of pop-up window can be seen when you enter some data and try to go back or exit the application; the

ystem asks you whether you desire to save any changes.

nother kind of messages can be seen at the bottom of the page on the status bar. These messages are usually status of the

ansaction or action (Information message in Green round button icon with white checkmark)
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ou may also sometimes see error messages as well, which are usually in red button icon with white cross mark. You

annot proceed without rectifying the errorin case you notice an error message. If you proceed without any rectificati

en you may find that most functions and toolbar buttons will not be working except of back button.

AP interface also provides alert message which are usually in yellow circular button icon with black exclamation m

ut these messages are just for your information and do not stops you from proceeding further anyways. To conclude

oint, there are three basic kinds of messages, namely informational message (does not need you to act on it), erroressages (mandates/requires you to rectify the issue) and alert messages (asks you to double check your action or

ntered data before proceeding). However, most of the important messages will be denoted in an intrusive manner, w

pop- up.


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rder Type help:

may sometimes happen that on any particular screen such as Create Sales Order: Initial Screen page you may havefficulties in entering or rather recollecting the desired order type code. Hence, SAP provides Search Help feature

ds you in selecting the desired order types. This feature can be used just by clicking on the button available in the O

ype field, which looks like a drop down button, but in fact opens a new window, named Sales Document Type. It

rovides with a list of possible values that can be entered in the field. But it should be understood that this help featuray vary according to transaction or pages you are on; this can be understood through the following point.

earch Help feature on Create Standard Order Overview page:
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fter entering the Order Type field when you progress to the next page, you may again find Search Help button in Soo- Party field. But when you click on this button you may find a different output. You may notice that rather than a

f options you are provided with a form- window, namely Restrict Value Range, wherein you can enter your query ann a search. Depending on your search query you will be provided with a list of matching options from which you c

lect your desired option. To get the best out of this feature it is better to have understanding of the master data, whi

so beneficial for working with the entire SAP system. This will equip you with knowledge required to perform aansaction, enter correct data and save time which you may otherwise spend in searching through the system.

ote: To fluently use SAP GUI system it is essential to undergo complete SAP trainingand practice on regular basihis will help you gains complete understanding of SAP system.

AP GUI Presets

ease switch these presets on before you start navigating the SAP GUI. The version of the SAP GUI shown here is 7

he options for SAP GUI Version 7.1 and 6.x vary. This applies to allSAP Trainingstudents.

or GUI Version 7.2

tep 1 : Go to Options
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tep 2 : Go to Visualization & Interaction under the Interaction Design section in the left and switch on the che

oxes titled Show keys.. and sory by keys..

or GUI Version 7.1
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tep 1 : Go to Options button and click on Options in the SAP GUI System toolbar

tep 2 : Go to Expert tab by clicking on the little scratch pad like icon on the top right corner of the pop-up
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tep 3 : Select both the checkboxes highlighted below.

> Show Keys in all Dropdown lists

> Sort Items by Key
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Why are we doing this ?

ere is how an SAP Customer Master Creation will look like before/after checking these options.
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n a Mac SAP GUI, the same thing would be done as follows

ep 1: Go to SAP GUI Preferences
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ep 2: Select Additional Information under the R/3 section and checkmark the items highlighted in yellow.

We also need to explicitly enable the Transaction codes to be visible in the SAP GUI. This is enabled using the follow

ep.

ep 1 : Go to Extras -> Settings in the SAP Easy Access Menu
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ep 2: Make sure the Option Display Technical Names is checked on

he effect of this on the SAP Menu path is shown below:
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ow to set the CRM UI Profile for users in SAP CRM ?

or new comers toSAP CRM Training, it seems a little difficult initially , especially with SAP CRM 2007 ( 6.0 ) and

ver ( with the advent of role-based functionality ) to identify what the user id can do. There is a parameter called

RM_UI_PROFILE that can be used to set in the user profile as a parameter. Lets look at the example below.

he user id siva has been set with the SAP profile parameter CRM_UI_PROFILE of * ( Star ) as shown below.
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ow, as soon as you login with the corresponding user id

ou will be given the list of all the roles that you can choose to login.
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lick on any of the roles above to choose the corresponding role and you will be taken to the main screen. The type o

nctions will available in the main screen depends on the role that you choose here. Normally, the wild-card characte

ill be used only for functional consultants.

or end-users or super users, the exact business role will be given in the parameter.( Like MARKETINGPRO ,

ALESPRO , SERVICEPRO etc ). For more details, visitSAP Training
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AP CRM Business Partner Relationship Categories

you go to the relationship tab in the SAP CRM Business Partner ( BP ), you will find that there are one or more tab

ith different partners associated via different relationships with the main BP. The closest you can compare to the

ustomer master in SAP SD is Partner Functionsbut this is different. For more, please visit ourSAP CRM Trainin

age.

xample, a BP can have the following relationships.

P415165

has End CustomerFriedrich Newbauer ( 531 )has Contact PersonCheryl Anderson ( 408787 )

ach of the tabs ( Has End Customer , Has Contact Person ) are called Relationship Categories. These are freely

onfigurable.
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o create a new Relationship, select the right relationship category ( For example, if you want to create a new Contac

erson, select Has Contact Person ) and click on the Relationship to BP field and select the right Contact Person ick on the Create button.

additional details were requested, fill them up and your new contact person should be created.

onfiguration :

he menu path for configuring already created BP Relationship Configuration is at [ spro-> IMG -> Cross Applicatioomponents -> SAP Business Partner -> BP Relationships ]
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o to Properties of BP Relationship Categories to see the different relationship categories, select the Relationship

ategory BUR001Contact Person Relationship for example and double click on it.

the details section, you can see that you can do the following.

Click on the Hide checkmark to hide it from the standard dropdown in the Relationship Categories section of theelationship view.

You can change the Title that shows up in the Tab

You can also change the position in which the tabs are displayed in the BP Relationship view.
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ow to Create new BP Relationship Categories in SAP ?

his part is a little tricky and can be left out if desired. This is actually an SAP Easy Access Transaction [ BUPT ]

nce you are in, go to Relationship Categories or[ BUBA ]

ere you can select the right relationship category that you want to copy from and create your own. Try and avoid

eating BP Relationship categories from scratch in yourSAP CRM Training. Its an overkill.

created a copy of my own ( by copying from the standard BUR001 Contact Person relationship category ) and nameBUR09 to represent the Credit Representative relationship. We will go through some important fields here.

escriptions : The descriptions that should appear in the BPs relationship view should be specified here. We already

scussed in the class what the views represent.
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ardinality :The BP Relationships cardinality ( How many Credit Reps per Account for example ) can be configure

e semantics section. You can leave it blank if you do not want to impose any constraints.

P Relationship Possibilities : In this case you define who the first partner can be and who the second partner should

or example in case of Has Contact Person relationship, the rule here says Only a BP of BP Category Person c

e associated as a Contact Person to the first BP. The same can be extended to Credit Representative.

esults : As you can see from the picture now, the BP relationship category Has Credit Representative is showing

e BP Relationship view.
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We have specified in the BP Categories section of the BP Relationship categories config that the Partner 2 only needs

e a BP category of person. So, if you try to add any other BP category, you will get an error.

xercises :

efine a new Relationship CategoryCredit Controller as follows.

The Credit Controller is always a Person

There is NO reverse for it. ( Like, NO credit controlled by relationship)

Let the title of this relationship category tab say Credit Controller

AP CRM Business Partner Roles

usiness Partner Roles define the responsibilities that the BP has in transactions. Roles have a far reaching implicatioe Classification System that is used extensively during the ECC-CRM data transfer process.

oles are defined in [ spro -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner

asic Settings -> Business Partner Role -> Define BP Roles ]
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here are some SAP defined BP Roles that we are not supposed to change, but we can as well create copies of the sa

ere are some examples of BP roles in an IDES system.

There are not an awful lot of controls behind BP Roles. Double click a role to view the controls behind it. As usual y

an copy an existing role to define your own role.

For more onSAP CRM Training, please visit the respective page.
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he ones that are highlighted in red are the important controls.

Title : You can change the title of the BP Role to reflect the description in the BP in the transaction BP.

Hide : If you want to hide a BP role from being displayed in the BP transaction, check-on the hide checkbox.

BP Role Category : A BP Role category can be associated with any number of BP Roles with one Role being defi

the standard role against the Role Category ( The check box Std. Assignment BP Role -> BP Role Category def

is ) . The controls behind BP Role Categories can be seen right on the same screen by clicking on the BP Role
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ategories hierarchy on the left.

elect the right BP role category and double click it to view the controls. As you can see from the controls below, thele category defines the BP Categories that can be associated with a particular BP Role Category (and subsequently

P Role) and the differentiation type.

BP View : Each role is technically associated with aBP View.A strong understanding of BDT is required to

nderstand views technically and requires extensive help from your CRM Web UI or ABAP consultant. The transacti

ode to generate views is [ BUSD ]. The area menu for full BDT customization is [ BUPT ] and requires the expertisodule pool programming and BDT knowledge which is beyond the scope of this post.

xercises
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usiness Scenario : Assuming that your business requires a Guarantor for the payer for transactions exceeding half a

illion, you have been asked to create a new BP role called Payer Guarantor.

Create a new BP Role called Payer Guarantor ( As a copy of Payer ). Which standard BP role would you choose

opy from ?

Create a new BP or modify an existing BP and try to add the newly created role Payer Guarantor to the BP .

pecify the new BP Role you have created and the BP that you have extended with this newly created BP Role.

ow to define new Number Ranges in SAP CRM ?

efine new number ranges in SAP CRM using the transaction [ SPRO -> IMG -> Cross Application Components ->

AP Business Partner -> Business Partner -> Basic Settings -> Number Range and Grouping -> Define Number Rangr transaction code [BUCF]

The way number ranges are defined is very similar toay we have learnt to create number ranges inSAP SD Training. Please go throughNumber Ranges in SAPto

nderstand how to maintain new number range intervals, check existing number range interval statuses and more.
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ow to Create BP for user id in SAP CRM ?

SAP CRM, the SAP User ID has to be created as a business partner if the user id needs to be used as a partner in th

ansactions. For example, if there is an employee responsible field in a sales order/quotation, then the user id which i

sed to create the sales transaction should have an associated BP created in the system.

SAP Training SAP CRM Training SAP Access

ser Name (SAP User ID) can be created as a BP using the standard BP transaction, selecting the Identification taboing to the Employee Data section. The trick is to select the BP role Employee.

tep 1 : Create the BP using tcode [ BP ]

tep 2 : Select the BP Role of Employee and go to Identification tab

tep 3 : Enter the user id for which the BP is being created.

AP CRM Product Master Number Ranges

roduct Master can have both Internal as well as external number ranges.

spro -> IMG -> Cross Application Components -> SAP Product -> Settings for Product Type -> Number Assignme
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nce Products are normally imported from ECC or MDM or other external systems, the concept of number ranges h

ery little significance when it comes to product master ( This might seem very different for students in SAP SD traiho have learnt that material master number ranges are important ). In fact with SAP CRM Products, there could be

roducts with the same number or name and this is pretty much allowed by the system. There are other parameters lik

roduct type, Source system etc the combination of which makes up a unique product which will be discussed in the

ass. You can get some more information on this by understand the concept ofSAP GUID more.

nder Number range assignments, go to Specify Number Assignment Settings to define the basic settings by prod

pe.

ouble click on the product type to view the settings behind it.

he different options available under external number assignments are used under different circumstancesSome wansferring data from external systems and some in case when CRM is the master system for the products ( For exam

ervice or Warranty )

lso, the number range of a material can be external OR internal just like the way material numbers are created in EC

you specify a numeric or alphanumeric id, the system respects it. If you do NOT specify a material number/produc
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umber, then the system takes it from the internal number range assignment by default. The actual internal range

signments are right underneath by product type.

or more on SAP CRM product master or in general onSAP CRM Training, visit the respective pages.

AP CRM Product Master Structure

his is an advanced concept inSAP CRM Training and should only be attempted when you have a thoroughnderstanding of the user-transaction part of the Product Master.

n this post we will attempt to define a product master from scratch. When I mean from scratch, I mean defining th

ructure of the product master, the attributes, set types etc. Typically product masters are transferred over from ECCome times, Service and warranty items are created in SAP CRM ). When product master is transferred over from SA

CC, it fundamentally belongs to a product hierarchy R3PRODSTYP. You can go to [ COMM_HIERARCHY ] to

nderstand the structure of this product hierarchy as defined by standard SAP.
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s you can see, the Product Hierarchy R3PRODSTYP contains a bunch of categories ( like APPL, ICMP ..etc ). The

AP Material types as defined in SAP ECC , map to these categories or sub-categories.

s you can see from the categories above, here is the structure ( hierarchy ) in which the product categories are arran

3PRODSTYP> MAT_

>MAT_HAWA

> MAT_FERT

o on and so forth.

he reason why this has been created as a hierarchical structure is to allow for flexibility in defining products. We wiscuss a simple example below and you will be able to appreciate all the work done by standard SAP for us in the

roduct master in terms of defining views, screens, attributes , set types etc.

you want to create a computer from scratch without the use of existing Hierarchies/ categories, here is how you can
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tep 1 : Define the respective categories in the hierarchy as shown below. The transaction for doing the same is [

OMM_HIERARCHY ]
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tep 2 : Associate the respective Set-types to the categories.
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his is done under the Set-Types tab when choosing the respective product category.

tep 3 : You should have already created the respective SAP CRM Product Set types using [ COMM_ATTRSET ]ansaction.

tep 4 : Finally, a crucial step. Assign the Product Type per Application Product In this step you assign the defaulterarchy ID to the product type. Please do NOT do this step as this affects all the users of the system. The menu path

is is [ spro -> IMG -> Cross-Application Components -> SAP Product -> Product Category -> Assign Category
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ierarchies to Applications ]
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EMO : Now, lets create a product using the product hierarchy that we newly created. COMPUTER. As usual , g

COMMPR01 ] and select the product category

nd when you create the product, you will see the respective set types in the basic view of the product master. ( Becaue have not assigned a specific view to the Set Type )
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ow that we understand the process of creating a new product master from scratch, let me remind you again, that this

rocess that is rarely done in real-time. Most of the time, ECC or MDM systems are the leading systems when it com

CRM. Now, lets revisit the standard MAT_ categories to understand them better.
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he set types as discussed are all inheritable. So, standard SAP has defined MAT_ with a bunch of Set types thatMAT_FERT or other sub-categories automatically inherit.
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milarly, MAT_FERT or MAT_HAWA ( the sub-categories of MAT_ category ) will have additional set of types ap

om the inherited set types from MAT_

nd that is how your product master is structured. This concept could be a little bit intimidating for someone who is j

arting to learn SAP CRM. So, I request all the students of our SAP CRM Training to ask questions in the class to h

etter understanding of product hierarchy, product category.

ow to Create Set Types and Attributes in SAP CRM Product Master

you wanted to add Custom Attributes to the SAP Product Master, then there are a number of steps that you will havo. The examples of business requirements that necessitate adding new attributes to the product master have already b

scussed in theSAP CRM Trainingclass.
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tep No. 1Go to Transaction COMM_ATTRSET to define the attributes & set types. Enter a Attribute to be create

this case, we are creating an attribute named Brand and giving it a technical name ZZBRAND and click on

Create button.

tep No. 2Give a Brief Description of the attribute and select the attribute type and attribute length.

Step No. 3Add a new val
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nge to restrict the values to a particular value. In this case, we are adding all the brands in the Dell computer range

n example.

tep No.4 -Create new Set Type by giving a Z name. In this case, we want to have all the Brand related parameter

nder the section Brand Parameters Step No. 5 lick on create and in the ensuing screen, give a meaningful name ( that will appear in the product master screen ). I

is case, we want the words Brand parameters to be visible as the Set Type in the product master.
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tep No. 6 -Go to Assigned Attributes and assign the attributes that you have created to go under this Set TypeI

is case, we have created the ZZBRAND as the newly created attribute and lets assign this attribute to the set typeZBRANDPARMS

Creation of the Attributes and Set Types is

chnically complete. However, in order for this set type ( and hence the attributes ) to be visible in the product masteou would have to create a custom hierarchy and custom categories. For example, lets create a new product hierarchy

orresponding product category/sub-categories if required.

tep No. 7 -Go to [COMM_HIERARCHY] and create new base hierarchysay ZZBRAND by clicking on the Newierarchy button and select the Hierarchy ID name and Description. Observe that you cannot create new product

ategories here.
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tep No. 8Under the hierarchy that you just created, enter a root category ( This one would NOT have an ID as sh

elow ).

ease ensure that you select the product type at the root hierarchy level in the Category tab.
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tep No. 9Enter sub-categories as shown below ( Using the same New Category button ) In this example, we

eating a sub-category of ZB01 , going to the set types tab by selecting the sub-category and start adding the set tyat we have created earlier.

Step No. 10Ae set type ZZBRANDPARMS that we have created earlier and select the position and view ID. Views and Position

ave already been discussed inSAP CRM Trainingclass by the trainer.
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EMO : We have created a new product with the category ID MAT_FERT called TEST123. Here are the views for

aterial as they exist now.
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Now, we want to he new field Brand being added to this material right ? In order to do this, add the new category ID that we haveeated to this material in the Basic Data section.

Hint : Since the number of categories are going to be large, try and filter them down by the Hierarchy ID. In this cas

lect the hierarchy ID ZZBRAND that we have created and try the search help for Category IDs and you will only

hown the corresponding category IDs that have been created under the hierarchy ID ZZBRAND )

Before adding the new

ategory ID, the new view (General ) / field does NOT come up yet. As soon as you entered the new view( Gene
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comes up. If yo

to the new view, you will be able to find the new field ( Brand ) that you have added and you can the possible list o

alues as well.

xercises :
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cenario : Products have been downloaded from ECC using DNL_CUST_PROD1 and the business has decided to us

ew field specific to CRM called external marketing ID. This is NOT org specific and should be available in the

General tab of the product master. This field should be available under the set type Marketing

AP CRM Organizational Structure Basics

verview : In SAP CRM, the entire organization ( Read Company ) is represented in the system as an Organizationa

Model. This is very similar to theSAP SD Enterprise structureinSAP SD Training, but much simpler and far more

exible. In fact the SAP SD Enterprise Structure is also called a rigid structure because it has to be done in a certain wnd allows very little flexibility. We will discuss the differences between the SAP SD Enterprise Structure and SAP

RM Org Model in a different section. The Org Model in CRM however is both flexible as well as generic. I call it

eneric because, it has just two types of org elements Organizational Unit (also called Org Unit for short) and Posi

is flexible because using this structure you can represent many entities eg., Sales Organization, Service OrganizaMarketing Organization etc.

ands-on Organizational Model :Lets discuss a case study of an org model from a real scenario and model it whie learn the different elements. Lets say you are the SAP CRM consultant implementing SAP CRM for a computeranufacturer ( Magna Computers Inc., ) . The company has sales and marketing across multiple countries like the on

hown in pictureelow.
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ets just model the marketing section of the US organizational model and you can extend the same logic for sales anrvice organizations as well across any country.

rganizational Units : Irrespective of what we are modeling Marketing Top Level Org Unit or a Regional Marke

ead Office ( WEST in this case ) , or the marketing offices across cities ( LAX, SEA..etc ) , they are all represented

sing an Org Unit. Like discussed before, this results in tremendous amount of flexibility in designing complex org

odels with relative ease. Each of these org units can be strung up together in a hierarchy in [PPOMA_CRM] which e transaction code used to configure the org model in SAP CRM.

[PPOCA_CRM] = Create SAP CRM Org Model

[PPOMA_CRM] = Edit/Maintain Org Model

[PPOSA_CRM] = View SAP CRM Org Model
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ometimes, when you open the transaction for the first time, you might not see the selection criteria for search. Drag andle marked above to pull down the search criteria. You have search criteria based on Org Units, Position,

ser/Employee which we are going to discuss in a bit.
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Lets quickly searce IDES system for an organizational unit, say IDES* and you will see that there are a whole bunch of org units th

as the name IDESPick one to see how it is organized in a hierarchical structure discussed above. I have picked ID

S and you can see that that is the top level org unit and underneath it there are more org units like US Sales & Serv
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Purchasing West and so on.

ou can very well create your own org elements underneath IDES US by clicking on the new button

A new Org unit will be created. Since we arecused on the Marketing Org Model, lets try and see if we can make this a marketing org unit. Before we do anythits give it a name. As you can see, the code for 2 different org units could be the same. Internally, the org unit is

fferentiated by the Org Unit SAP Business Partner.
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You can give it an address in

ddress tab and now for the Function part. There are 3 possible scenarios in which a particular org unit can be used

Sales Service Marketing

ou would have to clearly identify the scenario at the org unit level In this case since we are using a marketing Org

ts choose Marketing You cso choose attributes based on the scenario, once again in this case it is Marketing and the attributes associated with

Marketing scenario are available for selection.
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This could be a little tr

understandThe attributes specify the relevancy for the Org Unit under a particular scenario. For example, the org

nit Marketing US that we have created is responsible ONLY for US. Hence you specify the country attribute as

ou can add multiple attribute values if desired by clicking on the + button to the left of the attribute description. Itribute is mandatory to be filled in (Required Attribute set in OOATTRCUST ) with a value, then the attribute will

arked accordingly. In some cases, custom attributes need to be maintained via How to Create Custom Attributes f

rg Units in CRM In case thereny issues with maintaining the attributes for a particular scenario for a unit, you can do a consistency check and any

rors/warnings will be identified for you. This could be a big life saver in debugging SAP CRM organizational data
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etermination.

ttribute Inheritance : Once we start building the org structure that we intended to build, we will realize soon that thild Org Element will inherit attributes from the parent. The attributes in the child org unit are unchangeable.
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In the structur

bove, the org unit Marketing US has the country attribute as mandatory and we have specified US in it. Theubsequent lower level org units Laptop Marketing, Post PC Marketing and second level marketing offices inherit th

ame attribute. However, you can modify attributes that were not inheritedin this case the product category has bee

hanged at the POST PC Marketing org unit level to PCSHOP.. which could represent a Post PC product categorygnifying that this marketing org unit only deals with that particular product line.

pecial Org Units : In the first picture, there are 4 different org elements Marketing Org unit , WEST Org Unit anAX Org Unit. At the highest level, typically an org unit is classified as a Marketing Organization , Salesrganization , Sales Office etc and they represent the type of org unit which is hard coded into SAP As opposed

ountry, Product Category etc which can be customized.
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osition : The second key element in SAP CRM Org Model is Position . CEO, Regional Sales Manager, Marketing

xecutive etc are all examples of position. Each position is filled by either a user or an employee. As usual, you caneely define positions. In Order to do that, select the Org Element and right click to create. For example, we want to

eate aposition Marketing Manager for the San Francisco Marketing Office, here is how we do it.

ep 1 :Right Click the Org Unit and click on Create
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ep 2 : In the pop-up for Choose Relationship, select Incorporates Position and click continue

ep 3 : Give name to the newly created position in the Basic Data and hit Enter.

Step 4 : Go tottributes and make sure that the consistency check is done and the inherited attributes are visible from the parent Or
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nit. Step 5 : Lets now assign aser/employee to the position. For example, lets assign ourselves to theMarketing Managerposition. Right click on

osition and click on assign. Yill get the Choose Relationship pop-upSelect Holder User in this case since we want to assign our own userthe position.
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e ensuing pop-up select the user and save it. Voila !! Your assignment is complete.
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