CRM 703 Configuration Guide B09

8/15/2019 CRM 703 Configuration Guide B09

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EHP3 for SAP CRM 7.0 April 2014

English

CRM CustomizingReplication (B09)

SAP SEDietmar Hopp Allee 1!!"1"0 #all$orf %erman&

'(il$ing 'lo)* Config(ration %(i$e



SAP Best Practices CRM C(stomi+ing Repli)ation ,'0"- Config(ration %(i$e

Copyright

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e press permission of SAP SE. 5he information )ontaine$ herein ma& e )hange$ itho(t prior noti)e.

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Some soft are pro$()ts mar*ete$ & SAP SE an$ its $istri (tors )ontain proprietar& soft are)omponents of other soft are en$ors.

ational pro$()t spe)ifi)ations ma& ar&.

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for errors or omissions ith respe)t to the materials. 5he onl& arranties for SAP SE or SAP affiliate)ompan& pro$()ts an$ ser i)es are those that are set forth in the e press arrant& statementsa))ompan&ing s()h pro$()ts an$ ser i)es8 if an&. othing herein sho(l$ e )onstr(e$ as )onstit(ting ana$$itional arrant&.

9n parti)(lar8 SAP SE or its affiliate$ )ompanies ha e no o ligation to p(rs(e an& )o(rse of (sinesso(tline$ in this $o)(ment or an& relate$ presentation8 or to $e elop or release an& f(n)tionalit&mentione$ therein. 5his $o)(ment8 or an& relate$ presentation8 an$ SAP SE ’s or its affiliate$)ompanies ’ strateg& an$ possi le f(t(re $e elopments8 pro$()ts8 an$6or platform $ire)tions an$f(n)tionalit& are all s( :e)t to )hange an$ ma& e )hange$ & SAP SE or its affiliate$ )ompanies at an&time for an& reason itho(t noti)e. 5he information in this $o)(ment is not a )ommitment8 promise8 orlegal o ligation to $eli er an& material8 )o$e8 or f(n)tionalit&. All for ar$ loo*ing statements are s( :e)tto ario(s ris*s an$ (n)ertainties that )o(l$ )a(se a)t(al res(lts to $iffer materiall& from e pe)tations.Rea$ers are )a(tione$ not to pla)e (n$(e relian)e on these for ar$ loo*ing statements8 hi)h spea*onl& as of their $ates8 an$ the& sho(l$ not e relie$ (pon in ma*ing p(r)hasing $e)isions.

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Revision Change Date Description

1 Ma& 201;





Icons

Icon Meaning

Ca(tion

E ample

ote

Re)ommen$ation

S&nta

Typographic Conventions

Type Style Description

Example text #or$s or )hara)ters that appear on the s)reen. 5hese in)l($e fiel$names8 s)reen titles8 p(sh (ttons as ell as men( names8 paths an$options.Cross referen)es to other $o)(mentation.

Example text Emphasi+e$ or$s or phrases in o$& te t8 titles of graphi)s an$ ta les.

E<AMP=E 5E<5 ames of elements in the s&stem. 5hese in)l($e report names8program names8 transa)tion )o$es8 ta le names8 an$ in$i i$(al *e&or$s of a programming lang(age8 hen s(rro(n$e$ & o$& te t8 for

e ample8 SE=EC5 an$ 9 C=>DE.

Example text S)reen o(tp(t. 5his in)l($es file an$ $ire)tor& names an$ their paths8messages8 so(r)e )o$e8 names of aria les an$ parameters as ell asnames of installation8 (pgra$e an$ $ata ase tools.

EXAMPLE TEXT ?e&s on the *e& oar$8 for e ample8 f(n)tion *e&s ,s()h as F2 - or theENTER *e&.

Example text E a)t (ser entr&. 5hese are or$s or )hara)ters that &o( enter in thes&stem e a)tl& as the& appear in the $o)(mentation.

<Example text> @aria le (ser entr&. Pointe$ ra)*ets in$i)ate that &o( repla)e theseor$s an$ )hara)ters ith appropriate entries.





Contents

1 P(rpose..........................................................................................................................!2 Preparation..................................................................................................................... !

2.1 Prere (isites............................................................................................................ !3 Config(ration..................................................................................................................!

3.1 Preliminar& A)ti ities for Repli)ation........................................................................!3.1.1 Setting >p Error Han$ler ,SAP CRM- !3.1.2 Dea)ti ating Mapping B(n)tions ,SAP CRM- 7

3.2 Config(ration Repli)ation ERP CRM...................................................................73.2.1 Che)*ing 9S Co$es ,SAP ERP- 73.2.2Pro$()t Hierar)h& Str()t(re

3.2.2.1 Che)*ing Pro$()t Hierar)h& Str()t(re in =5P ,SAP ERP-

3.2.2.2 Defining Pro$()t Hierar)h& Str()t(re ,SAP CRM- "3.2.3 Defining Pro$()t 9D Settings ,SAP CRM- 103.2.4Repli)ation of C(stomi+ing :e)ts ,SAP CRM- 11

3.2.4.1 Re )reating Content of 5a le CRMA5A' ,SAP CRM- 113.2.4.2 Repli)ating C(stomi+ing :e)ts from ERP =5P to CRM S&stem 113.2.4.3 Monitoring Repli)ation Stat(s ,SAP CRM- 13

3.2.;Setting >p 5a es 133.2.;.1 Defining Bilter for 9mport of 5a 5&pes ,SAP CRM- 143.2.;.2 Defining SAP CRM 5a 5&pes ,SAP ERP- 1;3.2.;.3 Defining '(siness Partner 5a %ro(ps ,SAP ERP- 1!

3.2.;.4 Defining 'P 5a Classifi)ation Assignment Settings ,SAP ERP- 1"3.2.;.; Repli)ating 5a C(stomi+ing ,SAP CRM- 203.2.;.! Che)*ing C(stomi+ing of Data 5ransfer for 5a es ,SAP CRM- 213.2.;.7 Monitoring Repli)ation Stat(s ,SAP CRM- 223.2.;. Defining 5a 5&pe an$ %ro(p ,SAP CRM- 223.2.;." Defining Assignment of Pro$()t 5a Data from ERP to CRM 23

4 Pre Assem le$ Deplo&ment.........................................................................................2!

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CRM Customizing Replication Con!iguration"ui#e

$ %urpose5his (il$ing lo)* ,Config(ration %(i$e- $es)ri es the ne)essar& a)ti ities to repli)ate)(stomi+ing $ata from the ERP s&stem to the CRM s&stem.5his (il$ing lo)* is the prere (isite for the installation of all CRM s)enarios $eli ere$ &SAP 'est Pra)ti)es.5his (il$ing lo)* is not re (ire$ if &o( r(n the CRM in a stan$alone mo$e8 that is itho(t an

=5P a)* en$ s&stem.5he Config(ration %(i$e $es)ri es ho to set (p the )onfig(ration of a (il$ing lo)*man(all&.

& %reparation%rere'uisites'efore starting ith the installation of this (il$ing lo)*8 please see the $o)(ment QuickGuide to Implementing SAP Best Practices for CRM .

Con!iguration%reliminary ctivities !or ReplicationSetting *p +rror ,an#ler (S % CRM)

*se9n this step8 &o( $efine an ERP e mail re)ipient for ea)h 'Do) t&pe. Re)ipients a(tomati)all&re)ei e messages in the '(siness #or*pla)e 9n o if errors o))(r in the relate$ 'Do).

%roce#ure1. A))ess the a)ti it& (sing the follo ing na igation options

Transaction co#e SPRO

S % CRM IM" menu Customer Relationship Management → CRM Middle areand Related Components → Message !lo Setup → AssignError Actions to Messages

2. Sele)t "efault Error Action .3. Choose Execute (F8).

4. Sele)t Maintain Configuration (F9).

;. Sele)t Mail as Error Action .!. Enter the follo ing $ata as Mail Parameters

-iel# name .alue

E Mail A$$ress of Re)ei ers F>SER 9D of the (ser that is logge$ on

E Mail 5&pe ' ,SAP >ser-

7. Choose Sa#e Configuration (Ctrl + F1).

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. Choose Execute (F8).

Bor other Error Han$ler settings please see the $o)(mentation of the 9M% a)ti it&.

Result An ERP e mail re)ipient for ea)h 'Do) t&pe is $etermine$. 5his re)ipient a(tomati)all&

re)ei es messages in his6her '(siness #or*pla)e 9n o if errors o))(r in the relate$ 'Do).5he e mail re)ipient is spe)ifie$ as the (ser ,the installation (ser- that is )(rrentl& logge$ onto the s&stem.

Deactivating Mapping -unctions (S % CRM)

*se9n this step8 &o( ill $ea)ti ate a setting rele ant to (siness partner relationship repli)ation.

%roce#ure$% A))ess the a)ti it& (sing the follo ing na igation options


S % CRM IM" menu Customer Relationship Management → CRM Middle areand Related Components → Mo&ile Scenario Setup →

Acti#ate Mapping !unctions

'% n the Change (ie “ Customer) Specific !lo ” *+#er#ie s)reen8

-iel# name .alue -iel# name Service -unction +ntryctive

'>PAGRE= M ' M o)

otifi)ation M(ltiple

'PGRE=GCR

MG5 GCD'

'PGRE=GCRMG5

GCD',% Desele)t )he)* o of Entr- Acti#e%.% Choose Sa#e .

ResultDea)ti ate a mapping f(n)tion for (siness partner relationships.

Con!iguration Replication +R% / CRMChec1ing IS2 Co#es (S % +R%)

*se'efore starting the C(stomi+ing repli)ation8 erif& that entries for the 9S )o$es are (ni (e inthe follo ing ERP ta les

• =ang(age *e&s ,ta le 5002 fiel$ =A9S -• C(rren)& )o$es ,ta le 5C>RC fiel$ 9S CD-• Co(ntries ,ta le 500; fiel$ 9 5CA-.

Altho(gh SAP $eli ers these ta les in a )onsistent state8 $(pli)ate 9S entries )an o))(re)a(se this is not a *e& fiel$ in those ta les ,espe)iall& if o n entries ha e een set (p ith

cop- f(n)tions-.

%roce#ure1. A))ess the a)ti it& (sing one of the follo ing na igation options





Transaction co#e SE16

S % +R% "*I menu /ools → ABAP 0ork&ench → +#er#ie → "ata Bro ser

2. 9n the ta le name fiel$ enter T002 .

3. Choose /a&le Contents (Enter).

4. Choose Execute (F8).

;. Che)* the )ol(mn 1AIS+ for $(pli)ate entries.!. Repeat these steps for the other ta les.

9f $(pli)ate 9S )o$es are $ete)te$8 the& ha e to e repla)e$ & ne 9S )o$es. 5hefinal res(lt has to e that all ta les mentione$ hol$ (ni (e 9S )o$e entries. M(ltipleentries ith empt& 9S )o$es are possi le.

Regar$ing ta le /C2RC*o( ma& (se se eral SAP )(rren)& *e&s for the same 9S )o$e. 5o ens(re a (ni (e

assignment of the 9S )o$e to an SAP )(rren)& *e&8 one of the SAP )(rren)& *e&s

m(st e sele)te$ as the primar& )(rren)& *e& for the 9S )o$e.9f the assignment et een SAP )(rren)& *e& an$ 9S )o$e is (ni (e8 &o( $o notnee$ to sele)t this fiel$.

9n or$er to ma*e 9S )o$es (ni (e a))ess these ta les ia the follo ing ERP 9M%a)ti ities• 5a le 5C>RC

SAP 3et0ea#er → General Settings → Currencies → Check Currenc- Codes%• 5a le 500;

SAP 3et0ea#er → General Settings → Set Countries → Specif- Countries inm-SAP S-stems 4CRM5 SRM5 SCM5 … 6

Resulto( ha e )he)*e$ the 9S )o$es in the three ERP ta les.

%ro#uct ,ierarchy Structure

%lease chec1 the Delta "ui#e3

Chec1ing %ro#uct ,ierarchy Structure in 24T% (S % +R%)

*se5he str()t(re of the pro$()t hierar)h& has to e )he)*e$ in =5P ,SAP ERP-.



S % +R% "*I menu /ools → ABAP 0ork&ench → "e#elopment → ABAP"ictionar-

2. 9n the ABAP "ictionar-* Initial Screen 8 enter PRODHS in the fiel$ (ie .

3. Choose "ispla- .

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4. 9n the "ictionar-* "ispla- Structure s)reen the n(m er of )omponents )orrespon$s to then(m er of le els in the CRM s&stem ,$efine$ in the ne t paragraph-. 5he fiel$ 1ength $efines the n(m er of $igits for ea)h le el.

Result

o( ha e )he)*e$ the str()t(re of the pro$()t hierar)h&.

De!ining %ro#uct ,ierarchy Structure (S % CRM)

*se5his step sho s &o( ho to $efine the pro$()t hierar)h& str()t(re in SAP CRM.



S % CRM IM" menu Cross Application Components → SAP Product → ProductCategor- → "efine Categor- 3um&ering Schemes

2. Choose 3e Entries .3. Ma*e the follo ing entries

-iel# name +ntry

(m er S)heme R3PR DH9ER

S)heme Des)ription (m ering S)heme ERP

S)heme Des)ription ,DE- ERP (mmerier(ngss)hema

S)heme Des)ription ,ES- Es (ema $e n(mera)iIn ERPS)heme Des)ription ,P5- Es (ema $e n(meraJKo ERP

S)heme Des)ription ,LH- ERP

S)heme Des)ription ,BR- S)h ma n(mero(s ERP

S)heme Des)ription ,NA- ERP

S)heme Des)ription ,R>- O Q TU QV WXX ERP

S)heme Des)ription ,AR- 5678 :;<=ERP

Choose Enter t i)e an$ ignore the arning message after the first Enter .

4. Mar* n(m er s)heme R,PR+"7IER an$ $o( le )li)* on fol$er "efine 3um&eringScheme 1e#els .

;. Choose 3e entries an$ enter the mat)hing le els an$ n(m er of $igits for ea)h le el.5he& nee$ to e e a)tl& the same as in the =5P s&stem.

+>ample (S % stan#ar# #elivery)

4evel ?um@er o! Chars

1 ;

2 ;

3

!. Choose Enter for all entries that ha e een ma$e an$ ignore the arning message.7. Sa#e (Ctrl + S) the entries.

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Resulto( ha e s())essf(ll& $efine$ the pro$()t hierar)h& str()t(re.

De!ining %ro#uct ID Settings (S % CRM)

*se5he o(tp(t format an$ storage form of pro$()t 9Ds ha e to e $efine$.9f &o( inten$ to repli)ate pro$()t $ata to an ERP s&stem8 the n(m er of )hara)ters &o(spe)if& ill $etermine hether &o( )an (se the pro$()t 9D as the material n(m er.5his a)ti it& $es)ri es ho to s&n)hroni+e the pro$()t 9Ds in the CRM s&stem an$ the ERPs&stem.


Transaction co#eCOMCPRFORMAT

S % CRM IM" menu Cross)Application Components → SAP Product → BasicSettings → "efine +utput !ormat and Storage !ormat ofProduct Ids

2. Che)* the pro$()t 9D settings in the ERP s&stem & )alling transa)tion MS= in the ERPs&stem.

3. Enter the follo ing al(es on the Material 3um&er !ormat s)reen in the CRM s&stem.Choose 3e Entries (F ) if no n(m er format e ists.

-iel# .alue

Pro$. 9D =ength @al(e of fiel$ Material 3o% 1ength in the ERP s&stem

,5ransa)tion MS=-5emplate for 9D @al(e of fiel$ Material 3um&er /emplate in the ERP

s&stem

Displa& =ea$ing Leros @al(e of fiel$ 1eading 8eros in the ERP s&stem

Sa e =e i)ographi)all& @al(e of fiel$ 1exicographical in the ERP s&stem

4. Sa e (Ctrl + S) &o(r entries.

Bor more information8 see SAP ote A A &.

Result5he pro$()t 9Ds ha e een s())essf(ll& s&n)hroni+e$ in the CRM an$ the ERP s&stems.

Replication o! Customizing 2@ ects (S % CRM)Re/creating Content o! Ta@le CRM T B (S % CRM)

*se5a le CRMA5A' )ontains all of the ta les for hi)h the initial loa$ C(stomi+ing is allo e$. 9f ane o :e)t is )reate$ or a)ti ate$8 the ta le CRMA5A' is not a(tomati)all& (p$ate$. 5his ma&lea$ to fail(res in initial loa$ e e)(tion ,see ote 14" 111 for $etails-.#e here la(n)h the re )reation of ta le )ontent to e s(re there ’ s no entr& missing.





%roce#ure$% A))ess the a)ti it& (sing one of the follo ing na igation options

Transaction co#e SE!8

S % CRM "*I menu Architecture and /echnolog- → ABAP 0ork&ench →

"e#elopment → ABAP Editor

'% 9n the ABAP Editor* Initial Screen 8 enter follo ing al(e

-iel# .alue

Program SM BGB9==GCRMA5A'

,% Choose Execute 4!96%

.% 9n Program SM BGB9==GCRMA5A' s)reen8 enter follo ing al(es

-iel# .alue

So(r)e Site ame CRM

:e)tname All :e)ts <

:% Choose Execute 4!96%

;% 9n Program SM BGB9==GCRMA5A' s)reen8 enter follo ing al(es

-iel# .alue

So(r)e Site ame =5P

:e)tname

All :e)ts <

<% Choose Execute 4!96%

9% Choose Back

ResultContent of ta le CRMA5A' has een re )reate$.

Replicating Customizing 2@ ects !rom +R% 24T% to CRMSystem

*se5he follo ing o :e)ts are rele ant to the $o nloa$ from ERP =5P to the CRM s&stem.

2@ ect ?ame Description

D =GC>S5GAC%RP' A))o(nting %ro(p '(siness Partner

D =GC>S5GAC%RPP A))o(nt %ro(p Pro$()t

D =GC>S5GADDR Regional str()t(re

D =GC>S5G'AS9S 'asis CRM online

D =GC>S5G'AS9S2 'asis CRM online

D =GC>S5G'AS9S3 'asis CRM online

D =GC>S5G'AS9S; 'asis CRM onlineD =GC>S5G'AS9S! 'asis CRM online





2@ ect ?ame Description

D =GC>S5G' ?A 'an*ing Master

D =GC>S5G?5 ?D '(siness Partner A)). %ro(p

D =GC>S5GPA P= Pa&plan

D =GC>S5GPR9CE Sales pri)ing an$ pri)ing item

D =GC>S5GPR D0 Material n(m er )on ersions

D =GC>S5GPR D1 Pro$()t )ategories

D =GC>S5GPR D3 Material ERP sales stat(s

D =GC>S5GSA=ES Sales

D =GC>S5GSCE SCE ar)on$

D =GC>S5GSH9P Sales shipping

D =GC>S5GSPR D Sales pro$()t item

D =GC>S5GSGAREA rgani+ational >nit Di isionsD =GC>S5G5;025 '(siness Partner 5;025

D =GC>S5G5'RC '(siness Partner 9n$(stries

D =GC>S5G5?>?= '(siness Partner 5?>?=8 5?>?5

D =GC>S5G5 =S '(siness Partner 5 =S8 5 =S5

D =GC>S5G5PB? '(siness Partner 5PB?8 5PB?5

D =GC>S5G5SA' '(siness Partner 5SA'8 5SA'5

D =GC>S5G5@AS5 Sales Do)(ment 'lo)*ing Reason

D =GC>S5G5@BS Sales Do)(ment 'illing 'lo)*D =GC>S5G5@%B '(siness Partner 5@%B8 5@%B5

D =GC>S5G5@9P '(siness Partner 5@9P8 5@9P5

D =GC>S5G5@? '(siness Partner Attri (tes

D =GC>S5G5@=S Deli eries 'lo)*ing Reasons6C

D =GC>S5G5@P@ '(siness Partner 5@P@8 5@P@5

D =GP=A 5 Plant

ot performing the repli)ation for more than8 for e ample8 ; o :e)ts at the same timea oi$s possi le lo performan)es.


Transaction co#e R!AS

S % CRM "*I menu Architecture and /echnolog- → Middle are → "ataExchange → Initial 1oad → Start

2. 9n the 1oad +&=ect fiel$8 enter an o :e)t from the ta le a o e.3. 9n the Source Site 4Sender6 fiel$ enter OLTP an$ in the "estination Site 4Recei#er6 fiel$8

enter CRM .4. 5o r(n the repli)ation8 )hoose Execute .





;. Repeat this step for all other o :e)ts liste$ a o e.

Resulto( ha e s())essf(ll& repli)ate$ all the )(stomi+ing o :e)ts from the ERP =5P to the CRM

s&stem.

Monitoring Replication Status (S % CRM)

*se5he repli)ation stat(s has to e monitore$ in the SAP CRM.


Transaction co#e R!AM1

S % CRM "*I menu Architecture and /echnolog- → Middle are → "ata Exchange→ Initial 1oad → Monitor +&=ects

2. Enter the repli)ate$ o :e)t in the +&=ect 3ame fiel$ to get the $o nloa$ stat(s of thiso :e)t.5o get the stat(s of all repli)ate$ o :e)ts8 lea e the fiel$ empt&.

3. Choose Execute .

Result5he repli)ation is )omplete if all o :e)ts ha e the stat(s "one%

Choose Refresh to (p$ate the o :e)t stat(s.

Setting *p Ta>es9n CRM stan$ar$8 there is no a(tomati) generating an$ transferring f(n)tion for the entire)onfig(ration a o(t ta es from =5P to CRM &et. 5o transfer it from =5P to CRM8 it isne)essar& to maintain a mapping ta le in the CRM s&stem.5he ne mapping allo s &o( to ha e more )omple ta $etermination )om ine$ ith easierset(p. 5he $etermination is ase$ on the )om inations of countr- Y region Y tax t-pe Y taxgroup . 5he ta gro(p of a )ertain ta t&pe $etermines8 for e ample8 if a pro$()t is f(ll& orpartl& ta e$ or e empt from this ta .5his information is also (se$ & a thir$ part& program that finall& $etermines the appli)a leta rate.,oE #oes the trans!er logic !rom +R% 24T% to CRM Eor1F• %ro#ucts All e isting ta $ata hi)h is material ase$ ,ta le M=A - is transferre$.

5o f(n)tion )orre)tl& the mapping of ta set(p nee$s to e )onsistent on oth si$es.ther ise the $ata transfer stops.

• Business %artners 5he mapping of the ta )lassifi)ation is alrea$& $one in ERP. 5hene )onfig(ration o :e)ts also ha e to e maintaine$ in the ERP s&stem sin)e the

(siness partner mapping is $one in ERP s&stem. 5he Config(ration loa$ imports $atafrom the follo ing ta les of the ERP s&stem into the follo ing ta les of the CRM s&stem

+R% System CRM System

5a 5&pes 5S5= 5'070

'P 5a %ro(ps 5'071GCM 5'071





+R% System CRM System

Mapping of (sinesspartner rele antinformation ofCon$ition re)or$s

5'072GCM CRMCG5A<GMAPG'P

5he ne )onfig(ration o :e)ts are• 5'070GCM 5a 5&pes• 5'071GCM 'P 5a %ro(ps• 5'072GCM Mapping 'P 5a Classifi)ation ERP CRM

• Con#ition Recor#s 5he $ata transfer of Con$ition re)or$s for ta)al)(lation re (ires the mapping for Pro$()ts an$ '(siness Partners.

5his set(p of 5a 5&pes )an e $isa le$ if the set(p for ta es is not re (ire$ for

'(siness Partners an$ Pro$()ts.

De!ining -ilter !or Import o! Ta> Types (S % CRM)

Please )he)* the Delta %(i$e.

*se A filter )riterion is $efine$ ithin the (siness a$apter o :e)t MA5ER9A= to sele)t the)o(ntries &o( nee$ to manage ta information for.

9n a t&pi)al pro$()ti e s)enario8 ta t&pes sho(l$ e importe$ for all those )o(ntrieshere

• a s( si$iar& of the mo$ele$ )ompan& e ists

• the a))o(nting of this s( si$iar& is manage$ in SAP ERP

• ERP Sales r$ers or ERP Z(otations nee$ to e )reate$ in SAP CRM

5he )(rrent a)ti ation pro)e$(re mo$els a )ompan& lo)ate$ in a single )o(ntr&,>nite$ States- itho(t foreign s( si$iaries. 5he management of $ifferent )o(ntries ispossi le in SAP ERP (t it nee$s to e )o ere$ & a$$itional )(stomi+ing8 hi)h isnot part of the )(rrent pre )onfig(re$ sol(tion.


Transaction co#e R3AC1

S % CRM menu Architecture and /echnolog- → Middle are → "ataExchange → +&=ect Management → Business +&=ects

2. Set the filter for the a$apter o :e)t MA5ER9A= & )li)*ing on the filter s&m ol.

3. Ma*e s(re that &o( are in )hange mo$e. Choose "ispla- )> Change (Ctrl+F1).4. 9n the fiel$ Source Site 3ame )hoose =5P.

5. Spe)if& the Co(ntries to repli)ate 5a information for. Sele)t ta le M=A an$ fiel$ A=A D.





Ta@leGStructure -iel# 2% 4oE ,igh Incl3G+>cl3

M=A A=A D EZ F=o n(m er 9n)l(si e $efine$set6arra&

Enter a $istin)t line for e er& Co(ntr& liste$ in the Delta %(i$e.6. Choose Sa#e (Ctrl+S).7. Choose 3o to all on the first $ialog o .8. Choose Continue (Enter) on the se)on$ $ialog o .9. Choose !ilter S-nc%10. Choose Continue (Enter) on the $ialog o .

Result5he filter for ta t&pes has een set (p.

De!ining S % CRM Ta> Types (S % +R%)


*se5his step $es)ri es the ne)essar& settings that the s&stem re (ires to $o nloa$ tainformation from )(stomer master re)or$s in SAP ERP to (siness partner master re)or$s inSAP CRM.5hese are the )(stomer ta )ategories an$ ta )lassifi)ations that are maintaine$ on theBilling "ocument ta in the sales area $ata in the )(stomer master re)or$. 5hese settingsnee$ to e assigne$ to the )orrespon$ing ta t&pes an$ ta gro(ps from the (siness partnermaster in SAP CRM.#hen )(stomer master re)or$s are $o nloa$e$ from SAP ERP to SAP CRM8 the s&stemassigns the (siness partner master re)or$s to the )orre)t ta t&pes an$ ta gro(ps.9n this step the ta t&pes are $efine$ in SAP ERP that are (se$ in SAP CRM.5he ta t&pes in SAP CRM are maintaine$ in the follo ing SAP CRM 9M% a)ti it&Basic !unctions → /axes → Basic Setting → /ax /-pes and /ax Groups → "efine /ax /-pesand /ax Groups%

%roce#ure1. A))ess the a)ti it& (sing the follo ing na igation option


S % +R% menu /ools → ABAP 0ork&ench → +#er#ie → "ata&ro ser

2. Enter TSTL fiel$ 5a le ame.

3. Choose /a&le Contents 4Enter6%4. 9n fiel$ Countr- enter a Co(ntr& for hi)h &o( o(l$ li*e to $o nloa$ ta information from

)(stomer master re)or$s in SAP ERP to (siness partner master re)or$s in SAP CRM8 e.g.2S%

;. Bor e er& rele ant )om ination of )o(ntr& an$ ta )ategor& in ta le /S/1 ,5a )ategories& )o(ntries- a )orrespon$ing entr& nee$s to e a aila le in ta le /B?<?@CM .

A))ess the a)ti it& (sing the follo ing na igation option

Transaction co#e PITC

/ SAP SE Page 1; of 2!




S % +R% IM" menu Integration ith +ther m-SAP%com Components → Customer Relationship Management → Basic !unctions →

/axes → Business Partner /ax Groups → "efine SAPCRM /ax /-pes and Business Partner /ax Groups

!. 'ran)h to the "efine /ax /-pes s)reen.7. Che)* if entries for the rele ant )o(ntries an$ ta t&pes e ist if not8 pro)ee$ as follo s

. Choose "efine /ax /-pes%". Choose 3e Entries .10. Enter the Countr- .11. Enter the /ax /-pe .12. 9n$i)ate8 ia the )he)* o es8 if the ta t&pe is rele ant for the Business Partner 8Product 8

or oth.13. Choose Sa#e .

+>ample o! correct mapping

Resulto( ha e s())essf(ll& $efine$ the ta t&pes.

De!ining Business %artner Ta> "roups (S % +R%)


*se9n this step the ta gro(ps are $efine$ in SAP ERP that are (se$ in SAP CRM.

%roce#ure1. A))ess the a)ti it& (sing the follo ing na igation option


S % +R% menu /ools → ABAP 0ork&ench → +#er#ie → "ata&ro ser

2. Bor e er& rele ant )o(ntr& an$ ta )ategor& in ta le 5S5= $etermine the ta)lassifi)ations in ta le 5S?D.Enter TSKD fiel$ 5a le ame.

3. Choose /a&le Contents 4Enter6%4. 9n fiel$ /ax Categor- enter a 5a Categor& for hi)h &o( o(l$ li*e to $o nloa$ ta

information from )(stomer master re)or$s in SAP ERP to (siness partner master re)or$s inSAP CRM8 e.g. 2/ %

/ SAP SE Page 1! of 2!




;. Bor e er& rele ant )om ination of )o(ntr& an$ ta )ategor& an$ ta )lassifi)ation in ta le5A?D ,5a %ro(ps & 5a Categories- a )orrespon$ing entr& has to e a aila le in ta le5'071GCM )onsisting of )o(ntr&8 ta t&pe an$ ta gro(p has to e ist.

A))ess the a)ti it& (sing the follo ing na igation option

Transaction co#e PITC

S % +R% IM" menu Integration ith +ther m-SAP%com Components → Customer Relationship Management → Basic !unctions → /axes → Business Partner /ax Groups → "efine SAP CRM/ax /-pes and Business Partner /ax Groups

!. Sele)t a )o(ntr& an$ ta t&pe )om ination.7. Choose Assign BP /ax Group . Che)* if an entr& a))or$ing to ta le /S " e ists.

9f not pro)ee$ as follo s. Choose 3e Entries%

". Enter the Countr- .Enter the Region 8 if re (ire$.

9f &o( )al)(late ta ia the :(ris$i)tion metho$8 &o( m(st maintain a region. 9f thisfiel$ )ontains no al(e8 the settings ma$e appl& to all regions $efine$ for the)o(ntr&.

10. Enter the /ax /-pe .11. Enter the /ax Group .12. Choose Sa#e .

+>ample o! correct mapping5he )o(ntr& %erman& ,DE- has the ta )ategor& ‘ M#S5 ’ , ‘ Mehr ertste(er ’ -. 5his

)(stomi+ing in the SAP ERP ta le /S/1 no has to e maintaine$ in the SAP ERP ta le/B?<?@CM ,CRM 5a 5&pes- ith the follo ing fiel$s an$ al(es )o(ntr& ‘ DE ’ 8 ta t&pe‘ M#S5 ’ an$ the rele an)e for '(siness Partner , ‘ 'P ’ - an$ Pro$()t.9n the SAP ERP ta le /S " the ta )ategor& ‘ M#S5 ’ has 2 ta )lassifi)ations8 ‘ 5aE empt ’ an$ ‘ =ia le for 5a es ’ . 5his )(stomi+ing no has to e maintaine$ in the SAPERP ta le /B?<$@CM ,'P 5a %ro(p- for ea)h )orrespon$ing )o(ntr&. 9n this e ample t oentries ha e to e )reate$ for the )o(ntr& %erman& ‘ DE ’ 8 one for 'P 5a %ro(p ‘ B>== ’ ,[ ’ =ia le for 5a es ’ - an$ one for 'P 5a %ro(p ‘ E ’ ,[ ’ 5a E empt ’ -.





Result5he ta )ategor& an$ ta )lassifi)ation that is assigne$ to a (siness partner master re)or$ inthe ERP s&stem is mappe$ to the ta t&pe an$ ta gro(p in the )orrespon$ing (sinesspartner master re)or$ of the CRM s&stem.





De!ining B% Ta> Classi!ication ssignment Settings (S %+R%)


*se#ith this a)ti it& &o( repli)ate ERP ta )ategories an$ ta )lassifi)ations to the CRM s&stem.

o( ha e to map the ne l& )reate$ CRM ta t&pes an$ ta )ategories )reate$ in thepre)e$ing a)ti ities to the )orrespon$ing ERP ta )ategories an$ ta )lassifi)ations.

%roce#ure1. A))ess the a)ti it& (sing one of the follo ing na igation option

Transaction co#e PITM

S % +R% IM" menu Integration ith +ther m-SAP%com Components → Customer Relationship Management → Basic !unctions → /axes → Business Partner /ax Groups → Assign SAP CRM BP /ax Groups to /ax Classifications

2. n the s)reen /ax Classification* Mapping ERP D)> CRM5 )hoose 3e Entries .3. Enter the Countr- .4. Enter the Region%;. 9f &o( )al)(late ta ia the :(ris$i)tion metho$8 &o( m(st maintain a region.!. Enter the CRM /ax /-pe .7. Enter the CRM /ax Group .

. Enter the ERP /ax Categor-%". Enter the ERP /ax Classification%10. Choose Sa#e .

Result5he ne l& )reate$ CRM ta t&pes an$ ta )ategories ha e een mappe$ to the)orrespon$ing ERP ta )ategories an$ ta )lassifi)ations.

/ SAP SE Page 1" of 2!




+>ample o! a correct mapping9n this e ample in the ERP CRM Assignment ,ERP ta le 5'072GCM8 ERP 5ransa)tion P95M-t o entries ha e een maintaine$ for the )o(ntr& %erman& ‘ DE ’ .

Replicating Ta> Customizing (S % CRM)

*se5he ta )(stomi+ing has to e repli)ate$ into the SAP CRM )lient.


Transaction co#e R3AS

S % CRM "*I menu Architecture and /echnolog- → Middle are → "ataExchange → Initial 1oad → Start

2. 9n the 1oad +&=ect fiel$8 enter DNL_C ST_TA! .

3. 9n the Source Site 4Sender6 fiel$ enter OLTP an$ in the "estination Site 4Recei#er6 fiel$enter CRM .

4. 5o r(n the repli)ation8 )hoose Execute (F8).





Result5he repli)ation has een s())essf(ll& e e)(te$.

Chec1ing Customizing o! Data Trans!er !or Ta>es (S % CRM)

*seo( ha e to )he)* the )(stomi+ing of the $ata transfer for the ta es in SAP CRM.


Transaction co#e CRM_TA!C ST_"ALIDATE

S % CRM IM" menu Customer Relationship Management Basic !unctions

/axes Basic Settings /ax /-pes and /ax Groups

Check "ata /ransfer Customi ing Settings

Sometimes8 as soon as transa)tion CRM"TAXC#ST"$AL%&ATE is la(n)he$8 &o(ma& e perien)e that the program a orts an$ sho s a s&stem $(mp. 5his ma& e$(e to in)onsisten)ies in $ata )ontaine$ in ta ta les ,the ones fille$ in se)tionsError Referen)e so(r)e not fo(n$ to Error Referen)e so(r)e not fo(n$ -. 9n this)ase )ontent of ta ta les nee$s to e re ie e$ to eliminate $ata in)onsisten)ies. 9n)ase this is not s())essf(l8 &o( ma& )onsi$er to )ompletel& $elete ta ta les inCRM an$ then re import them from the ERP e e)(ting the rele ant se)tions a o e.

2. 5he Check Results s)reen is $ispla&e$.

3. Che)* the res(lts an$ )orre)t the errors a))or$ing to the messages.

Result5he $ata has een s())essf(ll& )he)*e$.

Monitoring Replication Status (S % CRM)

*se5his a)ti it& $es)ri es ho to monitor the repli)ation stat(s in the SAP CRM.






Transaction co#e R3AM1

S % CRM "*I menu Architecture and /echnolog- → Middle are → "ata

Exchange → Initial 1oad → Monitor +&=ects

2. 9n the +&=ect 3ame fiel$8 enter the $o nloa$e$ o :e)t DNL_C ST_TA! to get the$o nloa$ stat(s of this o :e)t.

Result5he repli)ation is )omplete if all o :e)ts ha e the stat(s "one%

9n )ase of pro lems $(ring repli)ation8 )all transa)tion SM#P ,Mi$$le arePortal- an$ sear)h for error states in the area Runtime Information .

De!ining Ta> Type an# "roup (S % CRM)


*se9n this a)ti it& &o( esta lish the ta t&pes ith the rele ant ta gro(ps for pro$()ts. 5heassignment of the appropriate ta t&pes an$ gro(ps for Pro$()t an$ '(siness Partner ser esthe p(rposes of ta $etermination.

5he ta t&pes6gro(ps an$ the assignment of the (siness partner ta gro(psha e een maintaine$ in the ERP s&stem an$ ha e een repli)ate$ alrea$& fromthe ERP s&stem to the CRM s&stem in the a)ti it& Replicating /ax Customi ing .

%roce#ure1. Che)* ERP ta les 5S5= an$ 5S?M (sing transa)tion SE1!.2. 9n CRM8 )all transa)tion SM30. Spe)if& ie C M@G5A<G%R >P. Choose Maintain .3. Bor ea)h )om ination of Co(ntr&8 5a Categor& an$ 5a Classifi)ation in the ERP s&stem

,ta les 5S5= an$ 5S?M- ma*e s(re a )orrespon$ing )om ination ,of Co(ntr&8 5a 5&pean$ Pro$()t 5a %ro(p- e ists in the CRM , ie C M@G5A<G%R >P-. 9n )ase an&entr& is missing8 )reate it )hoosing 3e Entries .

Resulto( ha e $efine$ the ta t&pes ith the rele ant ta gro(ps for pro$()ts.





+>ample o! a correct mapping

De!ining ssignment o! %ro#uct Ta> Data !rom +R% to CRM


*se9n this a)ti it&8 &o( )an assign the SAP ERP material ta )lassifi)ation , /A Mx - to the

)om ination of )o(ntr&8 region ,optional-8 ta t&pe8 an$ ta gro(p $efine$ in the SAP CRMs&stem in the 9M% a)ti it& "efining Assignment of /ax "ata for Products from ERP to CRM .#hen $ata is importe$ from an SAP ERP s&stem to an SAP CRM s&stem8 all e isting ta $atain the SAP ERP s&stem ,ta le M1A3 - is transferre$ to the SAP CRM s&stem for ea)hmaterial. 5his re (ires the ta settings to e assigne$ from the SAP ERP s&stem to the SAPCRM s&stem )orre)tl&. 9f this is not the )ase8 the $ata transfer pro)ess stops.



S % CRM IM" menu Customer Relationship Management \ Basic !unctions \

/axes \ Basic Settings \ /ax /-pes and /ax Groups \ Assign /ax Groups to SAP ECC /ax Classifications 4Product6

2. Che)* ta les 5S5= an$ 5S?M in the ERP s&stem.3. Bor ea)h )om ination of )o(ntr&8 ta )ategor& an$ ta )lassifi)ation in the ta les 5S5=

an$ 5S?M &o( ha e to )reate an entr& in the ta le CRMCG5A<GMAP in the CRM s&stemas follo s

4. R(n 9M% a)ti it& Assign /ax Groups to SAP ECC /ax Classifications 4Product6%;. Choose 3e Entries .!. Enter al(es for )o(ntr&8 ta t&pe8 pro$()t ta gro(p8 ta se (en)e an$ ta )lassifi)ation.

+>ample• 9n the SAP ERP )lient





5a le /S M

T TH% T JM

C5<1 0

C5<1 1

C5<2 0

C5<2 1

C5<3 0

C5<3 1

5a le /S/1

Country 4-D?R T TH%

CA 1 C5<1

CA 2 C5<2

CA 3 C5<3

• 9n the SAP CRM )lient

5a le CRMC@/A @MAP ,assignment- hi)h is also the 9M% a)ti it& Assign /ax Groupsto SAP ECC /ax Classifications 4Product6

Country Region Ta> Type Ta> "roup Ta> Se'3 Ta> Class3

CA C5<1 1 0

CA C5<1 B>== 1 1

CA C5<2 2 0

CA C5<2 B>== 2 1CA C5<3 3 0

CA C5<3 B>== 3 1

Result5he pro$()t ta $ata is maintaine$ in the CRM s&stem an$ s&n)hroni+e$ ith the ERPs&stem.5he ta information in the pro$()t master $ata ill e $o nloa$e$ in the follo ing a&







%re/ ssem@le# Deployment

*se9f &o( follo the “ pre assem le$ $eplo&ment ” approa)h8 some parts of the SAP BestPractices for CRM )ontent are alrea$& a)ti ate$8 hereas others still nee$ to e a)ti ate$.5herefore8 all )onfig(ration tas*s are )lassifie$ into one of the follo ing )ategories

Pre Assem l& , “ Pre ” - Config(ration tas*s )lassifie$ as ‘ Pre Assem l& ’ ha ealrea$& een e e)(te$ an$ $o not nee$ to e re a)ti ate$ $(ring an implementationpro:e)t.Post Pro)essing , “ Post ” - ‘ Post Pro)essing ’ )onfig(ration tas*s still nee$ to eperforme$ in the target s&stem lan$s)ape.Some tas*s )an e )lassifie$ as oth ‘ Pre Assem l& ’ an$ ‘ Post Pro)essing ’ ]this means that these tas*s ha e een pre assem le$8 (t nee$ to e )he)*e$ an$potentiall& mo$ifie$ $(ring the post assem l& phase.

Con!iguration Tas1 +R% Integrate# CRM Stan#alone System%re %ost %re %ost

Setting >p Error Han$ler ,SAP CRM- < n.a. n.a. CRM

Dea)ti ating Mapping B(n)tions < n.a. n.a. CRM

Che)*ing 9S Co$es ,SAP ERP- < < n.a. n.a. ERP

Che)*ing Pro$()t Hierar)h& Str()t(re in =5P ,SAPERP-

< n.a. n.a. ERP

Defining Pro$()t Hierar)h& Str()t(re ,SAP CRM- < n.a. n.a. CRM

Defining Pro$()t 9D Settings ,SAP CRM- < n.a. n.a. CRM

Re )reating Content of 5a le CRMA5A' ,SAP CRM- < n.a. n.a. CRM

Repli)ating C(stomi+ing :e)ts from ERP =5P toCRM S&stem

< n.a. n.a. CRM

Monitoring Repli)ation Stat(s ,SAP CRM- < n.a. n.a. CRM

Defining Bilter for 9mport of 5a 5&pes ,SAP CRM- < n.a. n.a. CRM

Defining SAP CRM 5a 5&pes ,SAP ERP- < n.a. n.a. ERP

Defining '(siness Partner 5a %ro(ps ,SAP ERP- < n.a. n.a. ERP

Defining 'P 5a Classifi)ation Assignment Settings,SAP ERP-

< n.a. n.a. ERP

Repli)ating 5a C(stomi+ing ,SAP CRM- < n.a. n.a. CRM

Che)*ing C(stomi+ing of Data 5ransfer for 5a es,SAP CRM-

< n.a. n.a. CRM

Monitoring Repli)ation Stat(s ,SAP CRM- < n.a. n.a. CRM

Defining 5a 5&pe an$ %ro(p ,SAP CRM- < n.a. n.a. CRM

Defining Assignment of Pro$()t 5a Data from ERPto CRM

< n.a. n.a. CRM

Documents

CRM 703 Configuration Guide B09