C09_BB_ConfigGuide_EN_DE

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December 2010

English

CRM Central Master Data

Standalone (C09)

SAP AG

Dietmar-Hopp Allee 16 69190 Walldorf

Germany

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Copyright

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Cross-references to other documentation.

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Configuration Guide

1 Purpose

This configuration guide provides the information you need to set up the configuration of this building block manually.

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.

.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).

SAP Note Area Title

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3 Configuration

.3.1 Business Partner

3.1.1 Customers

.3.1.1.1 Defining Number Ranges

Use

You want to create customers with separate external number ranges in CRM.

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.

3. Enter the following interval IDs and number ranges one after another:

Number range From number To number Ext

Y5 100000 599999 X

Y6 600000 699999

4. Choose button Insert (Enter). 5. Save your entries.

.3.1.1.2 Defining Groupings

Use

You want to create customers with the external number ranges in CRM. You have to define the grouping and assign the number range to this grouping

Procedure

1. Access the activity using 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 Groupings and Assign Number Ranges

2. Choose New Entries. 3. Enter the following values:

Grouping Short name Number range

External _Int.Std

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Y5 CRM Customer Y5 X X

Y6 CRM Consumer Y6 X

4. Save your entries.

.3.1.1.3 Execute Report for Changeover Classification

Use

A report has to be executed to changeover the customer classification from former CRM releases.

This report has to be executed once even in case of a new installed CRM system. Otherwise error messages during business partner processing will occur.

See SAP Note 450640 for details.

Procedure

1. Access the activity using the following navigation option:

Transaction code SA38

2. Enter the report CRM_MKTBP_ZCACL_UPDATE_30 and Execute. 3. Keep the default values and choose Execute.

4. In case of the status message No Suitable Classes Found no further actions are required. 5. In case of other message read the documentation of the report and run the report with

deactivated flag for Test mode.

.3.1.1.4 Creating Customers

Use

All SAP Best Practices scenarios require sample customers for creation of transactional data. These customers are normally replicated from the ERP system into the CRM system.

In case of a standalone CRM system customers have to be created initially in the CRM system.

Please create customers with business partner IDs and name as listed in the following table:

Business Partner ID Name

100000 Customer domestic 00 100001 Customer domestic 01 100002 Customer domestic 02 100003 Customer domestic 03 100004 Customer domestic 04 100005 Customer domestic 05 100009 Customer domestic 06

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100010 Customer domestic 07

Procedure

1. Log on to the SAP CRM WebClient with the user ‘POWER_USER.’ 2. Access the activity using one of the following navigation options:

SAP CRM WebClient menu Master Data  Create: Corporate Account

3. Make the following entries:

Field name User action and values Comment General Data

Grouping CRM Customer

ID Enter a value

Name 1 Enter a name

Name 2

Search Term Enter the relevant data

Rating A-customer

Employee Responsible

Employee ID Will be assigned in the next step

Name Will be assigned in the next step

Main Address and Communication Data

Street/House

Number Enter the relevant data All the data that is known about the contact Postal Code/City Enter the relevant data

Country Enter the relevant data

Region Enter the relevant data

Transport Zone Language

Phone/Extension Enter the relevant data Fax/Extension

E-Mail Enter the relevant data

Website

Communication Method

Notes

Customer is interested in the product and wants the new product catalog.

Enter a short note to provide all necessary internal information.

4. In the assignment block Roles choose Edit List and select the Role Sold-To Party from the dropdown list.

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5. In case the assignment block Sales Area Data is not displayed, choose button

Personalize on the top of the page (next to the button Print) and move Sales Area Data

from the Available Information to the Displayed Information and Save.

6. Open the assignment block Sales Area Data and choose the button New. 7. In the view Sales Area Select a Sales Area consisting of a combination of Sales Organization and Distribution Channel by using the Input Help.

8. In the view Billing select values from the dropdown list/Input Help for at least the following fields:

• Customer Pricing Procedure, for example .Standard

• Currency, for example .EUR

• Terms of Payment 9. Choose Back.

.3.1.1.5 Assigning Relationships to Business Partners

Use

When using the pre-defined partner determination rules in sales transactions the sales representative is determined automatically via the employee responsible that is assigned to the customer.

Procedure

1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options:

SAP CRM WebClient menu Master Data  Search: Accounts

3. Search for the first business partner you have created in step Creating Customers by

Name 1 / Last Name and/or by Account ID (e.g. Customer domestic 00 / 100000).

4. Choose button Search.

5. In the result list click on the link of the business partner name. 6. Open the assignment block Relationships and choose New.

7. In the view Relationships maintain the following entries by using the dropdown list or the

Input Help respectively:

Field Name Field Entry

Relationship Has the Responsible Business Partner Relationship to BP Matthew Carter (10230)

8. In the view Partner Function Assignments maintain the following entries by by using the dropdown list or the Input Help respectively:

Sales Org. ID BP Sales Organization Distr. Channel ID 10 (Direct Sales) Partner Function Employee Responsible

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9. Choose Back and Save.

10. In the assignment block Relationships choose New again to maintain the employee responsible:

11. In the view Relationships maintain the following entries by using the dropdown list or the

Input Help respectively:

Relationship Has the Employee Responsible Relationship to BP Michael Curtis (10010)

12. In the view Partner Function Assignments maintain the following entries by by using the dropdown list or the Input Help respectively:.

Sales Org. ID BP Sales Organization Distr. Channel ID 10 (Direct Sales) Partner Function Sales Representative 13. Choose Back and Save.

14. Repeat steps 3 – 13 for each business partner, which you have created in step Create

Customers.

Result

An employee has been assigned to a customer as responsible Business Partner.

After the assignment of access sequence Business Partner Relationships: Sold-To-Party to a partner determination procedure, this employee will always be found automatically as

responsible employee when creating a document (e.g., service order, complaint) for the respective customer.

3.1.2 Contact Persons

.3.1.2.1 Defining Number Ranges

Use

You want to create contact persons with separate number ranges in CRM.

Procedure

2. Choose button Change Intervals.

3. Enter the following interval IDs and ranges:

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.3.1.2.2 Defining Groupings

Use

You want to create contact persons in CRM. You have to define the grouping and assign the number range to this grouping

Procedure

Grouping Short name Description Number range External Int Std. Grping

Y9 CRM Contact CRM Contact

Person

Y9 X

.3.1.2.3 Creating Contact Persons

Use

All SAP Best Practices scenarios require sample contact persons for customers for creation of transactional data.

In case of a standalone CRM system contact persons have to be created initially in the CRM system.

Please create contact persons as listed in the following table:

8000000 Frank Bauer 8000001 Marian Fisher 8000002 Peter Lemon 8000003 Susan Smith 8000004 Ronald Miller 8000005 Paul Baker 8000006 Christine White 8000007 Chris Cooper

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Procedure

SAP CRM WebClient menu Master Data  Create: Contact

1. In the view General Data Enter the ID and the Name of the business partner. 2. Choose Language by the Input Help.

3. Choose Grouping ‘CRM Contact Person’ in the dropdown list. 4. Enter a Search Term 1.

5. In the views Main Address and Communication Data enter at least values for the following fields:

• Street/House Number, Postal Code/City, Country

• Phone/Extension, E-Mail, Communication Method 6. Save your entries.

.3.1.2.4 Assigning Contact Persons to Customer

Use

Assign the contact person to customers according to the following table:

Customer (Account ID) Contact Person

100000 Frank Bauer 100001 Marian Fisher 100002 Peter Lemon 100003 Susan Smith 100004 Ronald Miller 100005 Paul Baker 100009 Christine White 100010 Chris Cooper

Procedure

SAP CRM WebClient menu Master Data  Search: Accounts

1. Search for the first customer of the table above by the Account ID. 2. Choose button Search.

3. In the result list click on the link of the account name. 4. Open the assignment block Contacts and choose Add.

5. In the view Contact maintain the Contact ID of the corresponding ‘Contact Person’ in the table above by using the Input Help.

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3.1.3 Competitors

Use

In some scenarios, for example Opportunity Management, you can specify competitors. Competitors can be created in the system as master data. Create a new Business Partner in the Role Competitor and enter the required data.

.3.1.3.1 Defining Number Ranges

Use

You want to create competitors with separate external number ranges in CRM.

Procedure

2. Choose button Change Intervals.

3. Enter the following interval IDs and ranges:

Y8 0009000000 0009999999

.3.1.3.2 Defining Groupings

Use

You want to create competitors with the external number ranges in CRM. You have to define the grouping and assign the number range to this grouping

Procedure

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Grouping Short name Description Number

range External Int Std. Grping

Y8 CRM Competitors CRM Competitors Y8

.3.1.3.3 Creating Competitors

Procedure

1. Log on to the SAP CRM WebClient with the user POWER_USER. 2. Access the activity using one of the following navigation options:

SAP CRM WebClient menu Master Data  Create: Corporate Account

3. In the view General Data enter the Name of the competitor (e.g. APRA) but leave the ID field blank.

4. Choose Grouping ‘CRM Competitors’ in the dropdown list. 5. Enter a Search Term.

6. In the view Main Address and Communication Data enter at least values for the following fields:

7. Street/House Number, Postal Code/City, Country 8. Phone/Extension, E-Mail

9. Choose Language by the Input Help. 10. Save your entries.

.3.2 Products

Use

Products are goods which are the object of a company's business activities. The product master provides you with all information on the products that your company purchases and sells. Product information is used in marketing, sales, and service processes.

Only the products of type material are created in this building block. Products of other types like Service or Warranty are defined related building blocks, such as CRM Service.

Materials have to be only created directly in the CRM system if the CRM system is used as a standalone system. This is applicable to some SAP Best Practices scenarios like Activity Management or Opportunity Management.

3.2.1 Checking Application Assignment for Product

Hierarchies

Use

In case of a standalone CRM system no product hierarchies are initially available in the system. This has to be checked before creating product hierarchies.

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Don’t create product hierarchies with ID R3MATCLASS, R3PRODHIER, R3PRODSTYP manually in the CRM system because these hierarchies are created automatically in case of a (later) integration with an ERP system.

Procedure

Transaction code COMM_PRAPPLCAT

SAP CRM IMG menu Cross-Application Components  SAP Product  Product Category  Assign Category Hierarchies to Applications

2. Double-click on view Assign Hierarchies to Applications. No entry for application Product should be found here. 3. Choose Back.

Result

If you have found an entry as described above, you can proceed with the creation of the categories.

3.2.2 Creating a Category Hierarchy

Use

The material master data has to be maintained with special information according to the transaction in which they are used. Therefore you have to create a product category. The product category with sets and attributes for those kinds of services has to be created.

If you create base hierarchies manually for the product type Material or Service do not later connect an ERP system to your CRM system without consulting SAP first. In no way perform an R/3 Customizing download.

Procedure

SAP CRM WebClient menu Master Data  Create: Product Hierarchy

3. In the view General Data enter the Hierarchy ID and a Description.

When creating new data manually for both languages (EN and DE), you need to maintain translation-sensitive data (descriptions, titles, texts etc.) twice, after having logged on the system with the appropriate language (EN and/or DE).

Hierarchy ID YBPCRMPROD

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BP CRM Produkte (DE) 4. Choose Save.

5. In the assignment block Categories choose Edit Hierarchy and then New.

6. Maintain the Hierarchy Structure (= Category ID) and the Category (=Category Short Text).

Hierarchy Structure YBP_CRM_PRODTYPE Category BP CRM Product Types (EN);_{BP CRM Produktarten (DE)}

3.2.3 Assigning Product Hierarchy to Application

Use

In order to make the categories visible in the product master the new hierarchy has to be assigned to the application Product.

Procedure

Transaction code SPRO

SAP CRM IMG menu Cross-Application Components → SAP Product → Product

Without Customizing Transfer from Backend Systems

2. Select the activity Assign Category Hierarchies to Applications and click on the button

Choose.

3. Double-click on the folder Assign Hierarchies to Applications. 4. Choose New Entries.

5. Maintain the values as shown in the following table.

Field Name Value

Assign Hierarchies to Applications

Application 03 Product

6. Choose Save.

7. Select the assigned Hierarchy YBPCRMPROD to the application 03 Product and double-click on the folder Assgmt per Product Type for Application ‘Product’.

8. Choose New Entries.

Assgmt per Product Type for Application ‘Product’

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10. Choose Save.

3.2.4 Creating a Category for Sales

Use

The purpose of this activity is the creation of a new category for sales products which are used in sales scenarios.

Procedure

SAP CRM WebClient menu Master Data  Search: Product Hierarchies

3. In the view Search Criteria enter the Hierarchy ID or the Hierarchy Description that you have created in step 3.2.2, e.g. YBPCRMPROD.

4. Choose Search.

5. In the view Result List click on the Hierarchy ID you searched for.

6. In the assignment block Categories choose Edit Hierarchy and select the root Category that you have created in step 3.2.2, e.g. YBP_CRM_PRODTYPE.

7. Choose New to create a subordinated category and maintain the Hierarchy Structure (= Category ID), the Category (=Category Short Text) and the Product Type.

Hierarchy Structure YBP_CRM_SALES

Category BP CRM Sales Products

Product Type Material

8. Open the assignment block Category Data, choose Edit and set the flags for Assignment

Allowed, Documents Allowed and Prices Allowed in the view Product/Object Maintenance (if not already done)

9. Open the assignment block Assigned Set Types, choose Edit List and maintain the following Set Type ID and Set Type:

Set Type Description

COMM_PR_MAT Basic Data for Materials

COMM_PR_UNIT Units of Measure

COMM_PR_GTIN Global Trade Item Number (GTIN) COMM_PR_LGTEXT1 Basic Texts

COMM_PR_SHTEXT Descriptions

CRMM_PR_TAX Product Taxes

CRMM_PR_SALESA Sales: Control Fields, Quantities CRMM_PR_SALESG Sales: Groupings

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Set Type Description

Set types for one product type can be assigned only to (one or more categories within) one hierarchy. If a set type is not offered in the possible entries help, it is already assigned to (a category of) another hierarchy.

10. Save.

3.2.5 Define Format of Product ID

Procedure

SAP CRM IMG menu Cross-Application Components → SAP Product → Product

without Customizing Transfer from Backend Systems

2. Select Define Output Display and Save Type of Product ID and click on the button

Choose.

3. Choose New Entries if no data is displayed.

Prod. ID Length 18

5. Leave all other fields empty.

It is strongly recommended to specify a maximum length of 18 characters for the product ID if integration with an ERP system is planned.

Please see documentation of this customizing activity for details. 6. Choose Save.

3.2.6 Defining Number Ranges for Materials

Use

The number assignment customizing defines within which number range intervals a product ID can or cannot be assigned.

See documentation of IMG activity Customer Relationship Management  Cross-Application Components  SAP Product  Settings for Product Type  Number Assignment 

Preliminary Information about Number Assignment for details before defining number ranges.

Procedure

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SAP CRM IMG menu Cross-Application Components  SAP Product  Settings for

Product Type  Number Assignment  Define Number Ranges for Product Type “Material”

2. Note that initially two number ranges (1 - 99999 and 999999 – 99999999) are defined, which are displayed by choosing Change Intervals.

3. Choose Back.

4. In order to create another interval, you have to choose the button Maintain (Groups) (F6). 5. In the main menu choose Group → Insert to define an external number range for this

group in the pop-up window Insert Group.

6. For this, enter the following text and interval in the second line that has the flag for Ext set by default. Do not maintain any entries in the first interval line.

Text BP CRM Sales Products

From number A

To number ZZZZZZZZ

7. To confirm press ENTER.

8. In order to make sure that a new product of a specific product type gets a number of the number range of this group you have to assign the product type to this group.

9. Set a flag for the group BP CRM Sales Products.

10. Select the product type YBP_CRM_SALES from the Not assigned group section.

It is possible that a newly created category might not appear in this transaction at once (in group section Not assigned).

In this case just log on to the CRM system again in order to refresh the data. 11. Choose the button Select Element to mark the product type.

12. Choose the button Assign Element/Group. 13. Save your entries.

3.2.7 Specify Number Assignment Settings

Use

After creating the number ranges you have to make sure the number range is checked when creating a product in the CRM system.

Procedure

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SAP CRM IMG menu Cross-Application Components  SAP Product  Settings for

Product Type  Number Assignment  Specify Number Assignment Settings

2. Choose Prod. Type Material. 3. Choose Details.

4. Enter the following values:

Reference Prod. Type 01

ExternalNumberAssgmt All external IDs Are Checks Against Number Ranges Number of Attempts 20

Result

When creating a new product the ID (numeric or alphanumeric) is checked against the predefined number range.

3.2.8 Creating Products

Use

The SAP BP CRM scenarios for marketing, sales and service require several different materials.

Procedure

1. Log on to the SAP CRM WebClient with the user ‘POWER_USER’. 2. Access the activity using one of the following navigation options:

SAP CRM WebClient menu Master Data  Create: Product

3. In the view General Data enter the Product ID and the Product description. 4. Choose the Base Category by the selection help, e.g. YBP_CRM_SALES. 5. Choose the Base Unit ‘EA’ by the selection help.

6. Press Enter.

7. In the view Processing Data of the assignment block Product Details choose the Item

Category Group ‘NORM (Sales Item)’ by the selection help.

8. Open the assignment block Distribution Chains and choose New.

9. In the view Distribution Chain select a corresponding Sales Organization and a

Distribution Channel by the selection help, e.g. BP_Sales and Direct Sales.

10. In the view Control Fields, Quantities select the Item Cat. Group ‘NORM (Sales Item). 11. Choose Back.

12. To maintain the product description in different languages, open the assignment block

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13. Select a Language and maintain the product Description in the selected language. Repeat these steps for all languages, in which you want to maintain your product description.

14. To maintain a longer sales text to describe the product, open the assignment block Notes and choose New.

15. Select the Text Type ‘Basic text’ and the Language, in which you want to maintain the sales text from the dropdown list.

16. Enter the sales text in the view Text.

17. Repeat step 15 and 16 for all languages, in which you want to define a sales text. 18. Choose Back.

19. Save.

20. Create Products with the following IDs for example:

Product ID Product H10 Trading Good 1 H11 Trading Good 2 H12 Trading Good 3 H13 Trading Good 4 H14 Trading Good 5 H20 Trading Good 6 H21 Trading Good 7 H22 Trading Good 8 H100 Trading Good 9 H200 Trading Good 10

.3.3 Conditions

Use

The pricing for products have to be defined in the CRM system in case of using CRM as a standalone system.

3.3.1 Determining Pricing Procedures

Use

A pricing procedure has to be determined for every combination of sales organization and distribution channel.

Procedure

SAP CRM IMG menu Customer Relationship Management  Basic Functions  Pricing  Pricing in the Business Transaction  Determine Pricing Procedures

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2. Choose New entries (F5).

3. Maintain the following data as described below:

Sales Org. Dis.

Chan. Division Doc. Pric. Proc. Cust. Pric. Procedure Proc.

<Distr

Channel> A (Standard) 1 (Standard) 0CRM01 or customer-specific procedure <Distr Channel> A (Standard) <Distr

Channel> <Division> A (Standard) 1 (Standard) <Distr

Channel> <Division> A (Standard) <Distr

Channel> B (Standard) 1 (Standard) 0CRM02 or customer-specific procedure <Distr Channel> B (Standard) <Distr

Channel> <Division> B (Standard) 1 (Standard) <Distr

Channel> <Division> B (Standard)

4. Select your combinations of Sales Organization, Distribution Channel and Division for the transaction type that you are using. For this, place your cursor in the field Sales

Organization and choose F4 Help for each. Only sales organizations are displayed that

have the attribute sales organization in the organizational model.

5. If required, also maintain the corresponding Distribution Channel and Division.

In case you make use of the header division you have to maintain the field

Division, if you make use of the dummy division you have to leave the field

blank!

6. Maintain the Document Pricing Procedure and the Pricing Procedure for standard sales transaction.

Thereby, maintain for each combination of Sales Organization, Distribution Channel and

Division the Document Pricing Procedure ‘A (Standard)’ and the standard Pricing Procedure, e.g..’0CRM01’.

7. Maintain the Document Pricing Procedure and the Pricing Procedure for sales transactions without taxes, e.g. opportunities.

Thereby, maintain for each combination of Sales Organization, Distribution Channel and

Division the Document Pricing Procedure ‘B (Standard)’ and the standard Pricing Procedure without tax, e.g..’0CRM02’.

8. Repeat Step 4 and 5 and additionally maintain the Customer Pricing Procedure ‘1

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To ensure the system will find prices for the customer, even if the customer is not assigned to your customer pricing procedure, it is important that the field Cust. Proc (Customer Pricing Procedure) remains empty in one row of the table Determination of

Pricing Procedure for each combination of sales organization, distribution channel,

document pricing procedure, customer pricing procedure, and pricing procedure. That is, for every combination that you create, you must create a copy in which the field

Cust. proc. is left empty.

9. Save your entries. 10. Example result:

Sales Org. Dis

Chan Division Doc.Pric.Proc. Cust.Pric. Procedure Proc.

BP_Sales

10 A (Standard) 0CRM01

(or your specific procedure)

10 A (Standard) 1 (Standard) 0CRM01

(or your specific procedure) 10 B (Standard) 0CRM02 or customer-specific procedure 10 B (Standard) 1 (Standard) 0CRM02 or customer-specific procedure 10 10 A (Standard) 0CRM01

(or your specific procedure)

10 10 A (Standard) 1 0CRM01

(or your specific procedure) 10 10 B (Standard) 0CRM02 or customer-specific procedure 10 10 B (Standard) 1 (Standard) 0CRM02 or customer-specific procedure

3.3.2 Creating Conditions

Use

Conditions for the products have to be maintained.

Procedure

SAP CRM WebClient menu Master Data  Search: Prices

3. In the view Choose Maintenance Group select Application Sales/Service and Price Maintenance Group Sales: Product Prices.

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4. Choose OK.

5. Click on the New button in the Result List and choose Price Type Product Price. 6. Enter the following values:

Sales Org < enter ID for sales org BP Sales> (e.g. BP_Sales)

Dis.Chan. Y1

Product ID <enter a CRM product>

(products have been created in step 3.2.8)

Amount <enter an amount>

Curr. <enter your currency>

Price Unit 1

Product Unit EA

Valid From <change predefined values if necessary> Valid To <change predefined values if necessary> 7. Choose Back.

C09_BB_ConfigGuide_EN_DE

December 2010

English

CRM Central Master Data

Standalone (C09)

Copyright

Icons

Typographic Conventions

Contents

Configuration Guide

1

Purpose

2

Preparation

.2.1 Prerequisites

.2.2 SAP Notes

3

Configuration

.3.1 Business Partner

3.1.1

Customers

.3.1.1.1 Defining Number Ranges

Use

Procedure

.3.1.1.2 Defining Groupings

Use

Procedure

.3.1.1.3 Execute Report for Changeover Classification

Use

Procedure

.3.1.1.4 Creating Customers

Use

Procedure

.3.1.1.5 Assigning Relationships to Business Partners

Use

Procedure

Result

3.1.2

Contact Persons

.3.1.2.1 Defining Number Ranges

Use

Procedure

.3.1.2.2 Defining Groupings

Use

Procedure

.3.1.2.3 Creating Contact Persons

Use

Procedure

.3.1.2.4 Assigning Contact Persons to Customer

Use

Procedure

3.1.3

Competitors

Use

.3.1.3.1 Defining Number Ranges

Use

Procedure

.3.1.3.2 Defining Groupings

Use

Procedure

.3.1.3.3 Creating Competitors

Procedure

.3.2 Products

Use

3.2.1

Checking Application Assignment for Product

Hierarchies

Use

Procedure

Result

3.2.2

Creating a Category Hierarchy

Use

Procedure

3.2.3

Assigning Product Hierarchy to Application

Use

Procedure

3.2.4

Creating a Category for Sales