C03 BB Config Guide en US

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English

CRM Master and

Transaction Data

Replication (C03)

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

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Configuration Guide

1 Purpose

This building block (Configuration Guide) describes the necessary activities to replicate master data and transaction data from the ECC system to the CRM system and vice versa. This building block is the prerequisite for the installation of all CRM scenarios delivered by SAP Best Practices. This building block is not required if you run the CRM in a stand-alone mode, that is without an OLTP back-end system.

The replication of the following data from the ECC system to the CRM system is described in this guide: • Master data − Business partners − Contact persons − Materials − Conditions • Transaction data − Sales documents

2 Preparation

.2.1 Prerequisites

Before starting with the installation of this building block, please see the document Quick Guide to Installing SAP Best Practices for CRM.

The configuration of the Building Blocks B09 CRM Customizing Replication and C01 CRM Organizational Model has been completed.

.2.2 SAP Notes

Before you begin the installation and configuration, read the relevant SAP Notes. These SAP Notes contain important information for installation and configuration, and also corrections concerning this building block.

Make sure that you have the most up-to-date version of SAP Notes. You can find the SAP Notes on the SAP Service Marketplace (http://service.sap.com/notes) or in SAPNet.

SAP Note Area Title

CRM System

430980 CRM-MW-ADP CRM Server: Analysis in delta data exchange R/3 -> CRM

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3 Configuration

.3.1 Master Data Replication ECC -> CRM

3.1.1 Replicating Business Partners

.3.1.1.1 General Information

.3.1.1.1.1 Defining Sources for Business Partner Creation

Use

A business partner can be created and maintained in different classifications and in different systems depending on the business scenario. The following table describes the business partner usage in the Best Practices scenarios. An entry in the column CRM or ECC indicates that this business partner classification is mandatory in this system for a complete walk-through of the scenario.

Area Sales Service Marketing Classification

Required for CRM ECC CRM ECC CRM ECC

Customer X X X X X

Consumer X X

Prospective

customer X

Competitor X

.3.1.1.1.2 Business Partner Concept ECC <-> CRM

Use

The business partner concepts of the ECC system and the CRM system are different. Therefore you have to define a mapping when exchanging business partners from ECC to CRM and vice versa.

a) ECC System

• Every business partner has to be assigned to an account group that determines the properties of business partners, especially:

− Master data fields

− Number range

− Specific functionality for sales and distribution

• There are more than 20 different account groups available in the standard delivery.

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• Business partners in the CRM system are grouped by using classifications which determine:

− Master data fields

− Specific functionality

• The number ranges are not directly assigned to the classification. The number range is determined by the so-called grouping. This grouping has to be assigned manually or automatically when creating a business partner.

• There are only 5 different classifications

− Consumer: Organization

− Consumer: Person

− Customer

− Prospective customer

− Competitor

The mapping of business partners has to be defined for both directions: from the ECC system to the CRM system and vice versa. Thereby you have to:

• Map account groups to classifications and make sure that the required fields in both systems are identical

• Map the number ranges

.3.1.1.1.3 Defining Number Assignment Strategy for Business

Partners

Use

There are two alternatives for mapping the business partner numbers from the OLTP ECC to the CRM system and vice versa.

1. Choosing different number ranges

• Description

• The business partner IDs of ECC and CRM business partners are not identical.

• There is always an internal assignment table that maps the ECC business partner ID to the corresponding CRM business partner to ensure a consistent data exchange.

• Advantage/Disadvantages

• (+) The mapping procedure is easy

• (+) No problems with duplicate business partner IDs

• (-) Identification of the same business partner in OLTP ECC and CRM system is difficult. The OLTP ECC ID is only available for searching and is not displayed in the master data record.

• Procedure

• When mapping ECC account groups to CRM business partner groupings and vice versa you choose always internal number assignment in the receiving system, i.e. a business partner that is created in ECC gets automatically a new ID during the replication to the CRM system and vice versa. You can choose the same or different number ranges for the mapping of account group to

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not identical, it is recommended to use different number ranges. Example for mapping:

CRM System OLTP ECC

Classification From number to

number Replicationdirection Account group From number to number

Customer 1000-1999 Internal number range  0001 1-999 Internal number range Customer 1000-1999 Internal number range  0001 1-999 Internal number range The first customer created in OLTP ECC gets ID 1 in the OLTP ECC and ID 1000 in the CRM system.

If the next customer is created in the CRM system he will get the ID 1001 in the CRM system and ID 2 in the OLTP ECC.

2. Choosing identical number ranges

• Description

• The business partner IDs of ECC and CRM business partners are identical.

• There is always an internal assignment table that maps the ECC business partner ID to the corresponding CRM business partner to ensure a consistent data exchange.

• Advantage/Disadvantages

• (-) The mapping procedure is complicated.

• (-) Duplicate business partner IDs may occur if the mapping is not defined correctly.

• (+) Identification of the same business partner in OLTP ECC and CRM system is easy possible because of using the same ID.

• Procedure

• There are two ways to guarantee identical number ranges. a) Leading system approach

Define a leading system for business partner maintenance, i.e. business partners belonging to the same account group or classification are only maintained in the OLTP ECC or in the CRM system exclusively.

For example: Customers (account group 0001) are only maintained in the OLTP ECC, consumers (account group 0170) are only maintained in the CRM system.

The account group and the mapped classification must have the same number range.

For the receiving system external number assignment is required.

You have to make sure that business partner creation in the receiving system is prohibited.

Example for mapping:

number Replicationdirection Account group From number to number Customer 1-999 External number range  0001 1 -999 Internal number range (leading)

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Consumer 1000-ZZZ Internal number range (leading)  0170 1000-ZZZ External number range

b) Separate account group approach

If the leading system approach is not feasible you can ensure identical number ranges by using different account groups.

For example: Customers have to be maintained in the ECC system and in the CRM system in parallel. Define one account group (e.g. 0001) for customers that are created in the ECC system and have to be replicated in the CRM system. Define an additional account group (e.g. Z001) for customers that are created in the CRM system and have to be replicated to the ECC system. Use different number ranges for these account groups and define external number assignment in the receiving system.

This approach is not applicable for consumers because there can only be one unique account group for consumers in the ECC system. Therefore you have to choose the leading system approach to ensure identical numbers for consumers in both systems.

number Replicationdirection Account group From number to number Customer 1-999 External number range  0001 1 -999 Internal number range (leading) Customer 1000-1999 Internal number range (leading)  Z001 1000-1999 External number range

In the following only the required activities for implementing the separate account group approach for customers and the leading system approach for consumers are described, i.e. the CRM system is the leading system for the creation of consumers after the initial replication from the ECC system.

.3.1.1.2 Mapping Business Partner Master Data from ECC to

CRM

Use

This step is for the business partner exchange only from ECC to CRM. In the following section you perform all necessary steps to get the business partners from the ECC into the CRM system.

In order to map the business partner master data from ECC to CRM you have to run the following activities:

1. Identifying relevant ECC account groups.

2. Defining number ranges for CRM business partners. 3. Defining CRM business partner groupings.

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4. Mapping ECC account group to CRM classification

The following table describes all relevant elements that have to be maintained for the

mapping of ECC account groups to CRM classifications. It is also mentioned at which activity the element is maintained. It is recommended to maintain this table to keep the overview when running the following activities.

ECC CRM

Step 4 Step 4 Step 3 Step 2 Step 2 Step 2

Accoun t group Number range Interval Number assignment Classification Groupin g Number range Interval Number assignment 0001 01 0000100000-0000999999 Internalor External Customer R001 R1 0000100000-0000999999 External

For the above example, the mapping runs as follows:

1. A business partner for account group 0001 (sold-to party) is created in the ECC system. 2. The account group has the number range assignment 01 and internal number

assignment, i.e. a number is automatically created from the interval 0000100000-0000999999 for this business partner, e.g. 100001.

3. The business partner is replicated to the CRM system.

4. The account group is assigned to the classification Customer with grouping R001. Grouping R001 is assigned to number range R1 that is identical to the ECC number range 01. The ECC customer that is replicated to the CRM system automatically is created with classification Customer and gets the same number because external number assignment is chosen for the CRM number range.

.3.1.1.2.1 Identifying Relevant ECC Account Groups (SAP

ECC)

Please check the Delta Guide.

Use

In the OLTP ECC analyze the relevant account groups and their assigned number ranges. Identify the account groups that you are using when creating business partners in the OLTP ECC. For these account groups a mapping has to be defined in the following activities.

Procedure

1. Access the activity using one of the following navigation options: Transaction code OVT0

SAP ECC IMG menu Logistics General  Business partners  Customers  Control  Define account groups and field selection for customer

2. Select your relevant customer groups. 3. Choose Details (F2).

4. An overview table of the number ranges appears.

Select the field Number range and choose F4 to get the interval for this number range. In this table, the External field indicates whether the number range is internal or external. 5. Note down the account group information in the table described in the section Mapping

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.3.1.1.2.2 Defining Number Ranges for CRM Business Partners

(I) (SAP CRM)

Use

For each number range of the selected account groups of the OLTP ECC you have to create a number range in the CRM system.

Procedure

1. Access the activity using one of the following navigation options: Transaction code BUCF

SAP CRM IMG menu Cross Application Components  SAP Business Partner  Business Partner  Basic Settings  Number Ranges and Groupings  Define Number Ranges

2. Choose Change Intervals.

For each different number range identified in the activity Identifying Relevant ECC Account Groups create a new number range.

3. Choose Insert Interval and enter the number range according to the ECC number range. 4. Choose the Ext. flag for the number range.

5. Save your entries.

.3.1.1.2.3 Defining CRM Business Partners Groupings (I) (SAP

CRM)

Use

For each number range created in the activity Defining Number Ranges for CRM Business Partners (I) you have to create a grouping. The business partner gets a number from the number range that is assigned to the grouping. This grouping is only used for defining number ranges for business partners that are replicated from ECC to CRM.

These groupings should not be used for creating business partners in the CRM system, because business partners belonging to these groupings are not replicated to the OLTP ECC.

Procedure

1. Access the activity using one of the following navigation options: Transaction code SPRO

SAP CRM IMG menu Cross Application Components  SAP Business Partner  Business Partner  Basic Settings  Number Ranges and Groupings  Define Grouping and Assign Number Ranges

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2. Choose New Entries.

Create a grouping for each number range interval created in the activity Defining Number Ranges for CRM Business Partners.

3. Enter the following values:

Field Value Remarks

Grouping Y0

Short name (EN) ECC Customer Choose a name indicating that this grouping is used for the corresponding ECC account group

Short name (DE) ECC Kunde Description (EN) ECC Customer Description (DE) ECC Kunde

Number range <Number range> Choose one of the number ranges you have created before.

External Selected External number assignment is required.

4. Choose Enter.

Int.Std.Grping Deselected Ext.Std.Grping Deselected 5. Save your entries.

.3.1.1.2.4 Creating ECC Reference Customer (SAP ECC)

Use

This activity is not valid: - for ECC releases less than 4.6

- if a reference customer for consumer is already created

Business partners with the classification Consumer: Persons are distributed as business partner master data for consumers to the ECC system (as of release 4.6). The sales area data copied from the reference business partner to the business partner master records for consumers in the CRM is not distributed to the customer master records in the ECC system. The sales area data for consumers in the ECC system is determined from the ECC reference customer. For these data use an existing account group you created as customer master records for consumers in the ECC system, e.g. account group 0170.

You have to create a customer master record that can be used as reference customer. This customer must have consistent sales area data for all sales areas that can be assigned to a consumer that is created in the CRM system.

Make sure that customer master data is maintained for the combinations:

• Sales organization, distribution channel

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Do not choose an existing customer as reference business partner.

The reference customer doesn’t have to be a consumer himself. Create the reference customer as Sold-to Party.

Procedure

1. Access the activity using one of the following navigation options: Transaction code XD01

SAP ECC menu Logistics  Logistics Execution  Master Data  Partner  Customer  Create  Total

2. Create a new customer master record and maintain all relevant data. You can also copy this business partner from an existing business partner where typical sales area data is maintained already.

.3.1.1.2.5 Assigning Consumer - Reference Customer (SAP

ECC)

In order to assign one Customer to the reference customer, you have to maintain the Company Code of the customer (Transaction XD02 in SAP ECC).

Use

This activity is not valid:

- for ECC releases less than 4.6

- if a reference customer for consumer is already created

There is only one reference customer in a ECC client. This reference customer is implicitly assigned the account group for consumers.

Procedure

1. Access the activity using one of the following navigation options: Transaction code VD07

SAP ECC menu Logistics  Sales and Distribution  Master Data  Business Partners  Customer  Assign Consumer – ref. Customer 2. In the field Ref. customer enter the business partner you have created in the activity

Creating Business Partner for Reference Customer. 3. Choose Enter.

.3.1.1.2.6 Mapping ECC Account Groups to CRM

Classifications (SAP ECC)

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Use

For each of the OLTP ECC account groups you have to define a mapping to a CRM business partner classification and grouping. In the CRM system, the following business partner classifications exist: • Customer • Consumer: Organization • Consumer: Person • Sales Prospect • Competitor

Procedure

1. Access the activity using the following navigation option: Transaction code PIDE

For each account group you have to specify the classification (for example Consumer) and the grouping (that is, number ranges).

2. In the dialog structure choose ECC  CRM: Assign Account Grp to BP Classification. 3. Choose New entries.

Account Group <Account Group ID> Create an entry for every ECC account group even if no mapping should be defined for this account group

Name <Short name of

account group> Determined automatically Classification <ID of the CRM

business partner classification>

Choose the relevant classification to which the account group should be assigned. Leave this field empty if no assignment is necessary, i.e. business partners of this account group don’t have to be replicated to the CRM system. The account group for consumers (e.g. 0170) has to be assigned to the classification Consumer: Person.

Y0 <Grouping of the CRM

system> Choose the grouping that was created for this classification.

External Selected External number assignment is required to

make sure that the business partner numbers are identical in ECC and CRM.

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0001 Sold-to party Customer Y0 Selected

0002 Goods recipient Customer Y0 Selected

0005 Prospective customer Sales Prospect Y0 Selected

0006 Competitor Competitors Y0 Selected

0170 Consumer Consumer: Person Y0 Selected

... ... ...

.3.1.1.3 Mapping Business Partner Master Data from CRM to

ECC

Use

This step is for the business partner exchange only from CRM to ECC. In the following section you perform all necessary steps to get the business partners from the CRM into the ECC system.

In order to map the business partner master data from CRM to ECC you have to run the following activities:

1. Defining number ranges for CRM business partners. 2. Defining CRM business partner groupings.

3. Creating ECC business partner number ranges. 4. Creating ECC account groups.

5. Mapping CRM classifications to ECC account groups.

The following table describes all relevant elements that have to be maintained for the

mapping of CRM classifications to ECC account groups. It is also mentioned at which activity the element is maintained. It is recommended to maintain this table to keep the overview when running the following activities.

CRM ECC Classification Groupin g Number range Interval Number assignment Accoun t group Number range Interval Number assignment

Step 5 Step 2 Step 1 Step 1 Step 1 Step 4/5 Step 3 Step 3 Step 3

Customer C001 C1 0000100000-0000999999 Internal or External Z001 C1 0000100000-0000999999 External ....

For the above example the mapping runs as follows:

1. A business partner with classification Customer and grouping C001 is created in the CRM system.

2. The grouping C001 has the number range assignment C1 and internal number assignment, i.e. a number is automatically created from the interval 0000100000-0000999999 for this business partner, e.g. 100002.

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3. The business partner is replicated to the ECC system.

4. The classification is assigned to the account group Z001 (sold-to party). The number range C1 with the same interval as ECC number range C1 is assigned to account group Z001. The CRM business partner that is replicated from the CRM system to the ECC system gets the CRM number because external number assignment is chosen for the ECC number range.

.3.1.1.3.1 Defining Number Ranges for CRM Business Partners

(II) (SAP CRM)

Use

For the business partners created in the CRM system you have to define number ranges. You can define one number range for all classifications or define for example a separate number range for each classification.

Procedure

1. Access the activity using one of the following navigation options: Transaction code BUCF

SAP CRM IMG menu Cross Application Components → SAP Business Partner →

Business Partner → Basic Settings → Number Ranges and Groupings → Define Number Ranges

3. Choose Insert Interval and enter the new number range. Make sure that this interval is not used in the ECC system for business partners.

Create at least a number range Y5 for CRM customers and Y6 for CRM consumers. 4. It is recommended to use internal number assignment. Therefore the Ext. flag should not

be selected. 5. Save your entries.

.3.1.1.3.2 Defining CRM Business Partners Groupings (II) (SAP

CRM)

Use

For each number range created in the activity Defining Number Ranges for CRM Business Partners (II) you have to create a grouping. This grouping has to be assigned manually or automatically when creating a business partner. The business partner gets a number from the number range that is assigned to the grouping.

Procedure

1. Access the activity using the following navigation options: Transaction code SPRO

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SAP CRM IMG menu Cross Application Components  SAP Business Partner  Business Partner Basic Settings  Number Ranges and Groupings  Define Grouping and Assign Number Ranges 2. Choose New Entries.

Create a grouping for each number range interval created in the activity Defining Number Ranges for CRM Business Partners.

Field Value 1 Value2 Remarks

Grouping Y5 Y6

Short name (EN) CRM Customer CRM Consumer Choose a name indicating that this grouping is used for the corresponding ECC account group

Short name (DE) CRM-Kunde CRM-Konsument

Description CRM Customer CRM Consumer

Description (DE) CRM-Kunde CRM-Konsument

Number range Y5 Y6 Choose one of the number

ranges you have created before.

External <Flag for ext. no. assignment>

Set automatically

according to the selected number range

4. Choose Enter.

Int.Std.Grping Deselected Selected This field has to be selected only for the grouping that is used for CRM Consumers

Ext.Std.Grping Deselected Deselected

.3.1.1.3.3 Creating ECC Business Partner Number Ranges

(SAP ECC)

Use

For all number ranges created in the CRM system as described in the activity Defining CRM Business Partner Number Ranges II you have to define a corresponding number range in the OLTP ECC. This is necessary to ensure that business partners created in the CRM system get the same ID when they are replicated to the OLTP ECC.

Procedure

1. Access the activity using one of the following navigation options: Transaction code OVZC

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SAP ECC IMG menu Logistics - General → Business Partner → Customers → Control

→ Define and assign customer number ranges 2. Choose Define Number Ranges for Customer Master.

4. Choose Insert Interval and enter the number range according to the CRM number range created in the activity Defining CRM Business Partner Number Ranges II.

5. The Ext. flag has to be selected. 6. Save your entries.

.3.1.1.3.4 Creating ECC Account Groups (SAP ECC)

Use

In order to map the CRM business partner classifications to ECC account groups for the replication of business partners from the CRM system to the OLTP ECC you have to define a separate account group for each classification (exception: Consumer: Person)

You can’t use the same account groups that you have chosen for the replication from the OLTP ECC into the CRM system, because this would cause inconsistencies. For example: Account group 0001 is mapped to classification Customer for both replication directions ECC  CRM and CRM  ECC. When two different customers are created at the same time in ECC and CRM it is possible that they get the same number. In this case the replication would not work because the customer number that has to be created in the receiving system is already blocked.

These account groups should not be used for creating business partners in the ECC system, because business partners belonging to these account groups are not replicated to the CRM system.

Procedure

SAP ECC IMG menu Logistics General → Business Partner → Customers → Control →

Define Account Groups and Field Selection for Customer 2. Create account groups for each CRM classification according to the following

recommendation:

CRM Classification ECC Account Group

Customer Copy of 0001

Consumer: Organization Copy of 0001 Consumer: Person No copy!

Competitor Copy of 0006

Prospective Customer Copy of 0005

3. Create the new account groups by copying from the original account group. Select the account group and choose Copy as.

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Account Group (ID) <ID> Choose an ID beginning with ‘Z’, e.g. Z001 for the copy of account group 0001. Account Group

(Name) <Short name> Choose a name indicating that this account group is used for the mapping of CRM classifications, e.g. CRM Customer for the copy of account group 0001. Number range <Number range ID> Choose the number range you have

created in the activity Creating ECC business partner number ranges for the classification the account group is defined for.

.3.1.1.3.5 Defining Partner Functions (SAP ECC)

Use

After creating the new account groups you have to define the partner functions allowed for this account group.

Procedure

SAP ECC IMG menu Sales and Distribution → Basic Functions → Partner Determination → Set Up Partner Determination 2. Select Set Up Partner Determination for Customer Master

3. Choose Account Groups – Function Assignment 4. Choose New Entries.

Partn. Funct Account Grp.

SP <Account Group>

SH <Account Group>

BP <Account Group>

PY <Account Group>

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.3.1.1.3.6 Mapping CRM Classifications to ECC Account

Groups (SAP ECC)

Use

For each of the CRM business partner classifications you have to define a mapping to an ECC account group. Use the ECC account groups you have created in the activity Creating ECC Account Groups.

Procedure

1. Access the activity using the following navigation option: Transaction code PIDE

For each account group you have to specify the classification (for example Consumer) and the grouping (that is, number ranges).

2. In the dialog structure choose CRM → R/3: Assign BP Classification to Account Grp. 3. Choose New entries.

4. Enter the mapping according to the following recommendation: a) Consumer:

The business partner data that you create in CRM as consumers, it is important to know whether the business partners are organizations or persons.

• Organizations are distributed to the ECC system as business partner master data for customers, and not for consumers. Thus, the sales area data that was copied from the reference business partner to business partner master records for consumers in CRM is distributed to customer master records in the ECC system. Create an account group in the ECC system specifically for business partner master records with the classification Consumer: Organization of the CRM system. Do not use an existing account group that you created in the ECC system for customer master records for consumers.

• Persons are distributed as business partner master data for consumers to the ECC system (as of release 4.6). The sales area data copied from the reference business partner to the business partner master records for consumers in the CRM is not distributed to the customer master records in the ECC system. The sales area data for consumers in the ECC system is determined from the

reference customer. For these data use an existing account group you created as customer master records for consumers in the ECC system.

b) Customer

Assign the account group that is relevant in the ECC system for customers. This is also assigned when the business partner is additionally classified as a prospective customer and a competitor in the CRM system.

c) Prospective customer

Assign the account group that is relevant in the ECC system for prospective

customers. This is also assigned when the business partner is additionally classified as a competitor in CRM.

d) Competitor

Assign the account group that is relevant as competitors in the ECC system. If you have maintained neither an account group for consumers, nor a reference customer in the ECC system or in case that the release of your ECC system is earlier

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than 4.6, do not assign an account group for these data but use the new account group for both situations: organizations or persons.

Mapping

CRM Classification ECC Account Group

Customer Copy of 0001 (sold-to party)

Consumer: Organization Copy of 0001 (sold-to party) or Z170 for ECC < 4.6

Consumer: Person 0170 or

Z170 for ECC < 4.6

Competitor Copy of 0006 (competitor)

Prospective Customer Copy of 0005 (prospective customer 5. Save your entries.

.3.1.1.4 Synchronizing Field Settings for Business Partners

(SAP ECC)

Use

In order to replicate business partners from the OLTP ECC to the CRM system and vice versa you have to synchronize the field settings for business partner, i.e. if a master data record field in the receiving system has the setting Required Entry an upload is only successful if this field maintained in the master data record of the sending system.

To avoid replicating problems the required entries of the master data records have to be identical. Please check these entries especially in the following cases:

• You have changed optional entries to required entries in the ECC system or the CRM system.

• You have to replicate consumers with account group 0170.

Procedure

SAP ECC IMG menu Logistics General  Logistics Basic Data: Business partners  Customers  Control  Define account groups and field selection for customer

2. Choose an account group that is relevant for the mapping. 3. Choose Details.

4. Double-click the text General Data in the screen area Field status.

5. Double-click on each of the different entries in the Select Group area, for example, Address. The corresponding field list is displayed.

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7. In the CRM system choose the IMG activity:

Cross-Application Components  SAP Business Partner  Business Partner  Basic Settings  Field Groupings  Configure Field Attributes per BP Role

8. Choose the business partner roles that correspond to the account group and check if the required entries are identical.

In order to check if the replication of business partners works in general without regarding problems caused by incomplete master record fields you can set all fields for the relevant account groups to status Optional. After a successful test replication for a single business partner you have to reset these fields to status Required in order to avoid data inconsistencies.

.3.1.1.5 Configuring Field Attributes per Client

Procedure

SAP CRM IMG menu Cross Application Components  SAP Business Partner  Business Partner  Basic Settings  Field Groupings  Configure Field Attributes per Client

2. Select BUPA (SAP Business Partner). 3. Choose Field Grouping.

4. Double-click Data Set “CRM40 CRM Classification”.

5. Set the radio button to “not specified” for field grp “1072 R/3 Account Group” 6. Choose Save.

7. Choose Back.

.3.1.1.6 Replicating ECC Reference Customer (SAP CRM)

Use

In order to make sure that the sales area data of a CRM consumer is identical in the CRM system and the ECC system you can download the ECC reference customer to the CRM system and use him as CRM reference business partner.

The replication of the reference customer is only relevant to the ECC system release 4.5 or higher.

You can directly replicate the reference business customer out of the reference customer transaction in CRM.

Procedure

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Transaction code CRMC_BUPA_CONSUM

SAP CRM IMG menu CRM  Master Data  Business Partner  Basic Settings  Maintain Reference Business Partner for Consumers

2. From the menu, choose Environment and Initial Download Reference Customer. The reference BP for consumers is downloaded from the ECC System and is inserted in the Reference Business Partner field.

3. Choose Edit.

4. Choose the Reference Customer. 5. Choose Sales Area Data.

6. On the Billing tab maintain values at least for the fields Cust Pric. Procedure and Currency for the combinations Sales Organization / Distribution Channel and Sales Organization / Distribution Channel /Division.

.3.1.1.7 Maintaining Reference Business Partner for

Consumers (SAP CRM)

Use

In this activity you define the replicated ECC reference customer as reference business partner for consumers in the CRM system.

Procedure

1. Access the activity using one of the following navigation options: Transaction code CRMC_BUPA_CONSUM

SAP CRM IMG menu CRM  Master Data  Business Partner  Basic Settings  Maintain Reference Business Partner for Consumers

2. Check if the field Reference Bus. Partner is filled.

3. Note the number of the Reference Business Partner, choose the transaction CRMM_BUPA_MAP, put the number of reference business partner into the field Business Partner and choose Enter.

4. See whether the field Customer contains the number of the Reference Customer in ECC. 5. Copy the GUID of the Reference Business Partner which is displayed in the field

Business partner GUID.

6. Go to your related ECC System, choose transaction SE16, choose the table name CRMKUNNR and press F7, put the copied GUID of the CRM reference business partner into the field PARTN_GUID in the selection screen and execute it.

7. Check if you can find an identical entry for this selection and see if the field CUSTOME_NO contains the number of the Reference Customer in ECC. If all this checks are done, you can start the load of the customers.

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.3.1.1.8 Selecting Customers for Replication (optional) (SAP

CRM)

Procedure

1. Access the activity using one of the following navigation options: Transaction code R3AC1

SAP CRM menu Architecture and Technology  Middleware  Data Exchange  Object Management  Business Objects

2. Ensure that you are in change mode. Choose Display <-> Change (Ctrl+F1).

3. To set the filter for the business object CUSTOMER_MAIN, click on the filter symbol. 4. Go to the tab Filter Settings.

5. In the field Source Site Name, choose the site source of your data (normally OLTP). 6. Choose the relevant data for your filter settings, for example you can specify the

customer numbers for replication. 7. Save your settings.

If you specify filter criteria and enter values into numeric fields to narrow the range of objects to be downloaded, make sure you add leading zeros to the value until the full length of the ECC database table field is reached.

Example:

Customer number KNA1.KUNNR requires 10 digits (0000065543)

Material number MARA.MATNR requires 18 digits (000000000010000040). The material number must have the same format as in the ECC system; check database entries (Table MARA) with transaction code SE17.

This is due to differences in field lengths between the CRM system and the ECC back-end system. Do not take into account the field length of the CRM system.

.3.1.1.9 Replicating Customers (SAP CRM)

Prerequisites

There are some prerequisite configuration objects before you load business partners. Make sure the necessary configuration objects are loaded successfully (transaction R3AM1). The essential 12 configuration objects are the following:

DNL_CUST_ACGRPB, DNL_CUST_BNKA, DNL_CUST_ADDR, DNL_CUST_KTOKD, DNL_CUST_TVPV, DNL_CUST_TVLS, DNL_CUST_TVIP, DNL_CUST_TVGF, DNL_CUST_TVKN, DNL_CUST_TKUKL, DNL_CUST_TVFS, DNL_CUST_TVAST, DNL_CUST_TSAB, DNL_CUST_TPFK, DNL_CUST_T502T, DNL_CUST_TBRC. If you are working with consumers you have to replicate the reference customer before.

Procedure

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1. To replicate the customers, either as specified in the filter or all customers, into the CRM system, access the activity using one of the following navigation options:

Transaction code R3AS

SAP CRM menu Architecture and Technology → Middleware → Data Exchange → Initial Load → Start

2. In the Load Object field, enter CUSTOMER_MAIN.

3. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 4. To run the replication, choose Execute (F8).

.3.1.1.10

Monitoring Replication Status (SAP CRM)

Procedure

1. Access the activity using one of the following navigation options: Transaction code R3AM1

SAP CRM menu Architecture and Technology  Middleware  Data Exchange  Initial Load  Monitor Objects

2. In the Object Name field, enter the downloaded object to get the download status of this object. You can also make no entry to get the status of all downloaded objects.

3. The replication is complete if all objects have the status Done. In case of problems during replication

- Call the transaction SMWP (Middleware Portal) and search for error states in the area Runtime Information.

- Refer to section Tips and Tricks for the Replication Process of this guide.

.3.1.1.11

Checking Business Partners (SAP CRM)

Prerequisites

In the Business Partner Maintenance of the CRM system, ensure that the business partner has a corresponding entry in the Sales Area of the sales, distribution, and invoicing data.

Procedure

1. Access the activity using one of the following navigation options: Transaction code BP

SAP CRM menu Master Data  Business Partner  Maintain Business Partner

2. Enter the number/name of your business partner. 3. In field Display in Role, choose Sold-to-Party.

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4. On the application toolbar choose button Sales Area Data.

5. Choose button Choose sales area and select the relevant sales areas.

6. Choose the Shipping and Billing tab and check whether the required data is available. If no fields are displayed on the Sales, Shipping and Billing tab, run the following procedure.

7. Call transaction BUSP (Generate Subscreen Containers for Screens). 8. Enter the following values (choose your client):

9. Choose Execute (F8).

3.1.2 Replicating Contact Persons

.3.1.2.1 Replicating Contact Persons (SAP CRM)

Prerequisites

The replication of the customers has to be finished successfully.

Procedure

To replicate the contact persons into the CRM system, carry out these steps: 1. Access the activity using one of the following navigation options:

SAP CRM menu Architecture and Technology  Middleware  Data Exchange  Initial Load  Start

2. In the Load Object field, enter CUSTOMER_REL.

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All contact persons for whom the corresponding business partners are not available in CRM are automatically omitted.

.3.1.2.2 Monitoring Replication Status (SAP CRM)

Procedure

SAP CRM menu Architecture and Technology  Middleware  Data Exchange  Initial Load  Monitor Objects

Result

The replication is complete if all objects have the status Done.

In case of problems during replication, call transaction SMWP (Middleware Portal) and search for error states in the area Runtime Information.

For a detailed error handling see section Tips and Tricks for the Replication Process at the end of this guide.

.3.1.2.3 Checking Completeness of Replication (SAP CRM)

Procedure

To check the completeness of the contact person replication, carry out these steps: 1. Access the activity using one of the following navigation options:

Transaction code SE16

SAP CRM menu Architecture and Technology  ABAP Workbench  Overview  Data Browser

2. Enter BUT050 in the field Table name. 3. Choose Execute (F8).

4. Compare the number of entries with the number of entries in the ECC table KNVK. The number of entries should be identical. Please note that all contact persons for which the corresponding business partner isn’t available in the CRM system are not replicated.

3.1.3 Replicating Customer Hierarchy (Optional)

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You can match the customer hierarchy in the ECC back end to the business partner group in the CRM system.

.3.1.3.1 Replicating Customer Hierarchy (SAP CRM)

Procedure

1. Access the activity using one of the following navigation options: Transaction code R3AS

SAP CRM menu Middleware  Data Exchange  Initial Load  Start 2. In the Load Object field, enter DNL_BUPA_KNVH.

.3.1.3.2 Monitoring Replication Status (SAP CRM)

Procedure

Result

In case of problems during replication, call the transaction SMWP (Middleware Portal) and search for error states in the area Runtime Information.

.3.1.3.3 Matching Customer Hierarchy to Business Partner

Group (SAP CRM)

Procedure

To match customer hierarchy to business partner group, carry out these steps: 1. Access the activity using the following navigation option:

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Transaction code BPH_DNL 2. Choose Execute (F8).

3. Check the log file for errors. 4. Choose Save.

.3.1.3.4 Activating Delta Load (SAP CRM)

Use

The delta download for the ECC customer hierarchy is active.

All data changed in the ECC system is delta downloaded to CRM. The customer hierarchy is built as a hierarchy tree of the category 01 for pricing with the description ECC-CRM.

Consequences:

• You can display, but not maintain this tree in CRM.

• You can no longer create trees with the category 01.

This way it is ensured that pricing based on the customer hierarchy and the BP group hierarchy will have the same result in both the ECC system as well as in CRM.

Procedure

SAP CRM IMG menu CRM  Master Data  Business Partner  Business Partner Group Hierarchy  Data Exchange of R/3 Customer Hierarchies with the CRM System  Activate Delta Load

2. Set flag in field Delta download active. 3. Save your entries.

3.1.4 Replicating Materials

Please regard Note 432339 if any errors occur with the replication.

Use

The following activities are needed to replicate the product settings to the CRM system:

• Checking Material

• Defining Number Ranges for Materials

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• Selecting Materials for Replication

• Replicating Materials

• Monitoring Replication Status

.3.1.4.1 Checking Material (SAP ECC)

Use

In this step you check whether the material master that you want to sell in your CRM system is in the corresponding sales area in the ECC system.

Procedure

Access the activity using one of the following navigation options: Transaction code MM03

SAP ECC menu Logistics  Materials Management  Material Master  Material  Display  Display Current

.3.1.4.2 Defining Item Category Groups

Use

The item categories of the ECC back end have to be created in the same way in the CRM system.

.3.1.4.2.1 Checking Item Category Groups (SAP ECC)

Procedure

SAP ECC IMG menu Sales and Distribution  Sales  Sales Documents  Sales Document Item  Define Item Category Groups

2. Copy the relevant item categories that you want to use in the CRM system.

.3.1.4.2.2 Copying Item Category Groups (SAP CRM)

Procedure

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SAP CRM IMG menu CRM  Transactions  Basic Settings  Define Item Category Group

2. On the Item Category Group screen choose New entries. 3. Paste the relevant item category groups of the ECC back end. 4. Save your entries.

There are item category groups in the CRM system initially. When copying already existing item category groups from the ECC system you get an error message during saving in the CRM system. In this case you have to choose Skip. If you copy item category groups from the ECC system that are not in the

customer name space you will receive a warning message. Confirm this message with Enter if this item category is really required in the CRM system.

.3.1.4.3 Selecting Materials for Replication (SAP CRM)

Procedure

1. Access the activity using one of the following navigation options: Transaction code R3AC1

SAP CRM menu Architecture and Technology  Middleware  Data Exchange  Object Management  Business Objects 2. Ensure that you are in change mode. Choose Display <->Change (Ctrl+F1). 3. Set the filter for the business object MATERIAL by clicking on the filter symbol. 4. In the field Source Site Name choose OLTP.

5. Specify the material numbers for replication, for example by selecting table MARA and field MATNR.

6. Save your settings.

7. Choose the button Filter Synchr. (see Note 513550).

If you specify filter criteria and enter values into numeric fields to narrow the range of objects to be downloaded, make sure you add leading zeros to the value until the full length of the ECC database table field is reached.

Material number MARA.MATNR requires 18 digits (000000000010000040). The material number must have the same format like in the ECC system, check database entries with transaction code SE17.

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.3.1.4.4 Replicating Materials (SAP CRM)

Procedure

1. Access the activity using one of the following navigation options: Transaction code R3AS

SAP CRM menu Architecture and Technology  Middleware  Data Exchange  Initial Load  Start

2. In the Load Object field, enter MATERIAL.

.3.1.4.5 Monitoring Replication Status (SAP CRM)

Procedure

Result

In case of problems during replication, call transaction SMWP (Middleware Portal) and search for error states in the area Runtime Information.

.3.1.4.6 Checking Materials (SAP CRM)

Prerequisites

In the Product Maintenance of the CRM system, ensure that the product has entries for Sales and Distribution.

Procedure

1. Access the activity using one of the following navigation options: Transaction code COMMPR01

SAP CRM menu Master Data  Products  Maintain Products 2. Enter the id/description of one of your replicated products.

3. Check the fields on the General, Material and Sales and Distribution tab for completeness.

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If an error message related to marketing attributes occurs when starting transaction COMMPR01 run the report COM_SETTYPE_ATTRIBUTE_40 for attribute conversion as mentioned in the error message.

3.1.5 Replicating Conditions

Procedure

In order to replicate conditions you have to make sure that the following activities have been executed:

• Replicating Condition Customizing (refer to section Replicating Condition Customizing)

• Business partners and material master have been replicated

.3.1.5.1 Checking Conditions (SAP ECC)

Use

In this step you check whether the pricing conditions exist for the corresponding sales area in the OLTP ECC.

Procedure

Access the activity using one of the following navigation options: Transaction code VK33

SAP ECC menu Logistics  Sales and Distribution  Master Data  Conditions  Display

.3.1.5.2 Replicating Conditions (SAP CRM)

Use

In the initial replication each condition table is loaded separately.

Procedure

1. To replicate conditions from the ECC back-end system into the CRM system, access the activity using one of the following navigation options:

2. The condition objects for the ECC conditions tables have the pattern DNL_COND_<AXXX> where XXX is the ECC condition table, for example DNL_COND_A304.

3. You only have to replicate the condition records for your required conditions tables of the pricing procedures.

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4. Choose Multiple Selection beside the Load Object field and enter all required objects in the Single Vals column.

.3.1.5.3 Replicating Specific Conditions

Use

Beside the pricing conditions, there are additional conditions that have to be downloaded if the following CRM functionality is to be used:

• Free Goods

• Product Determination

For details about free goods and product determination see building block CRM Cross-topic Functions.

You can skip or postpone this section if free goods and product determination are not relevant at all or at the current implementation phase.

Procedure

1. To replicate conditions from the ECC back-end system into the CRM system, access the activity using one of the following navigation options:

2. Select the download objects DNL_CUST_FGD and DNL_CUST_CND_FG for replicating the customizing for Free Goods and DNL_CUST_PDD and DNL_CUST_CND_PD for replicating the customizing for Product Determination.

5. Select the download object DNL_COND_N010 for replicating the conditions for Free Goods and DNL_COND_D001 for replicating the conditions for Product Determination. 6. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 7. To run the replication, choose Execute (F8).

.3.1.5.4 Monitoring Replication Status (SAP CRM)

Procedure

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Result

In case of problems during replication, call transaction SMWP (Middleware Portal) and search for error states in the area Runtime Information.

.3.1.5.5 Checking Completeness of Replication (SAP CRM)

Please apply SAP Note 670630 for improving the result of the check report.

Procedure

1. Access the activity using the following navigation option: Transaction code CND_MAP_LOG_DISPLAY

2. Enter COND_EXCHANGE in the field Object and CONDITIONS in the field Subobject. 3. Check the log file for errors.

You can also compare the content of the ECC condition tables with the corresponding CRM condition tables. The CRM condition tables have the prefix CNCCRMPRSAPXYZ where XYZ is the number of the ECC condition table, e.g. the ECC table A005 is mapped to the CRM table CNCCRMPRSAP005.

.3.1.5.6 Displaying Condition Types in Product Conditions

(SAP CRM)

Use

The purpose of this task is to make your downloaded ECC-condition types (for example PR00) visible in the CRM product conditions.

The following steps are described for condition type PR00 as example.

Procedure

SAP CRM IMG menu Customer Relationship Management  Master Data  Conditions and Condition Technique  Condition Technique: Basics  Create Maintenance Group

2. Mark the group PRODUCTCRM (Product sales prices). 3. Double-click on folder Condition Maintenance Group: Detail.

4. Now you can see the permitted conditions and tables displayed in the product conditions. 5. Note the highest used counter.

6. Choose New Entries. 7. Make the following entries:

C03 BB Config Guide en US

English

CRM Master and

Transaction Data

Replication (C03)

Copyright

Icons

Typographic Conventions

Contents

Configuration Guide

1

Purpose

2

Preparation

.2.1 Prerequisites

.2.2 SAP Notes

3

Configuration

.3.1 Master Data Replication ECC -> CRM

3.1.1

Replicating Business Partners

.3.1.1.1 General Information

.3.1.1.1.1 Defining Sources for Business Partner Creation

Use

.3.1.1.1.2 Business Partner Concept ECC <-> CRM

Use

.3.1.1.1.3 Defining Number Assignment Strategy for Business

Partners

Use

.3.1.1.2 Mapping Business Partner Master Data from ECC to

CRM

Use

.3.1.1.2.1 Identifying Relevant ECC Account Groups (SAP

ECC)

Use

Procedure

.3.1.1.2.2 Defining Number Ranges for CRM Business Partners

(I) (SAP CRM)

Use

Procedure

.3.1.1.2.3 Defining CRM Business Partners Groupings (I) (SAP

CRM)

Use

Procedure

.3.1.1.2.4 Creating ECC Reference Customer (SAP ECC)

Use

Procedure

.3.1.1.2.5 Assigning Consumer - Reference Customer (SAP

ECC)

Use

Procedure

.3.1.1.2.6 Mapping ECC Account Groups to CRM

Classifications (SAP ECC)

Use

Procedure

.3.1.1.3 Mapping Business Partner Master Data from CRM to

ECC

Use

.3.1.1.3.1 Defining Number Ranges for CRM Business Partners

(II) (SAP CRM)

Use

Procedure

.3.1.1.3.2 Defining CRM Business Partners Groupings (II) (SAP

CRM)

Use

Procedure

.3.1.1.3.3 Creating ECC Business Partner Number Ranges

(SAP ECC)

Use

Procedure

.3.1.1.3.4 Creating ECC Account Groups (SAP ECC)

Use

Procedure

.3.1.1.3.5 Defining Partner Functions (SAP ECC)

Use

Procedure

.3.1.1.3.6 Mapping CRM Classifications to ECC Account

Groups (SAP ECC)

Use

Procedure