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2. BP

Check tr ansfer between CRM and ERP

...in CRM

SAP Menu Master Data Business Partners Administration

Monitoring BP Data Exchange

SAP Menu Master Data Business Partners Maintain Business

Partner

... in ERP

SAP Menu Logistics Sales and Di str ibution Master Data

Business Partners Customers Di splay Sales and Di str ibu tion (on

Customer master ->general data->Identi fi cation tab),

Check/Modif y address

SAP menu Master Data Business Partners Maintain Business

Partner

3. Org str

Det rule

You want to create an organizational modeldetermination rule that uses the

organizational attributes Postal Codeand Country. Use the IMGdocumentation for maintaini ng determination rulesto check whether there is

a suitable determination rule that you could use as a template. UseORGATTR## as an object abbreviation for the new determination rule and

Determination Rule ## as a description (object name).

SAP Menu Architecture and Technology Configur ation

Customizing

Choose SAP Reference IMG.

SAP Reference IMG Customer Relati onship Management Master

Data Organi zational Management Organizational Data

Determination Change Rules and Profi les Maintain Determination

Rules

Profile

SAP Reference IMG Customer Relati onship Management Master

Data Organi zational Management Organizational Data

Determination Change Rules and Profi les Maintain Organizational

Data Profil e

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4 Produtcs

Which product types exist in CRM?

In CRM, there are six technically different product types.

Materialsphysical products, used in different scenarios (for example, Sales

and Service)

Servicesfor example, services used in the service scenario

Financingand Financial Serviceused, for example, in banking and theinsurance sector (leasings)

Warrantiesused in the Service scenario

IPs(Intellectual Properties) - media-specific product type

Enhance your product master in SAP CRM.A number of steps are necessary forthis.They should be performed in the following order:

2-3-1 First, create two new attributes.

SAP Menu Master Data Product s Maintain Set Types and

Attr ibutes

Attribute: ZTOOL##

Choose Create.

Description: Tool

required ##

Attribute Type: Checkbox

Choose the Value Rangetab.

Fixed Value, Description: No, Yes.

Choose SaveandBack.

Attribute: ZTOOL1##

Choose Create.

Description: Tool

##

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Attribute Type: Character

string

Attribute Length: 10

Multiple values are possible: Checkmark

Choose the Value Rangetab.

Single Value or Lower Limit: Multimeteror pliers

Fixed Value, Description: Multimeteror

pliers

Choose SaveandBack.

2-3-2 Create a set type ZREPAIR## (Repair characteristics##) forServicesand assign to it the attributes you created in the previousexercise.

Make sure you set the Multiple Values Poss.indicator for the attribute

ZTOOL1.


Attr ibutes

Set Type:

ZREPAIR##

Choose Create.

Description: Repair

characteristics ##

Product Type: Service

(checkmark)

Choose theAssigned Attributestab.

Attribute: ZTOOL##

Attribute: ZTOOL1##and set the Multiple Values Poss.indicator.

Save the set type.

2-3-3 Create a category hierarchy ##HIER(Hierarchy group ##)and twocategories.

SAP Menu Master Data Product s Maintain Categories andHierarchies

ChooseNew Hierarchies...

Hierarchy ID: ##HIER

Description:

Hierarchy Group ##

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Choose ENTER.

SelectNew Category.

Category ID: ROOT

Description:

Dummy entry ##

Choose ENTER.

SelectNew Category.

Category ID: ##REPAIR

Description: Repair

of group##

Product Type: Service

Select the Set Typestab.

ChooseAdd set type( ) and select your set type ZREPAIR##. In the ViewID field, enter BASIC(General).

Save your data.

2-3-4 Go to product maintenance and change your product by entering andsaving the relevant hierarchy and category in product categories inGeneral Data.

After you have released the data (ENTER), the new fields becomevisible.Use the search help (F4) to maintain values and save theproduct.

2-4 Templates on the product master.

2-4-1 Display the set type ZTREPAIR.Apart from the assigned attributes,what differentiates this set type from the one you created in theprevious exercise?


Attr ibutes

Set Type:

ZTREPAIR

Choose Display.

In the characteristics, the indicator Template Enabledis set.

2-4-2 Go to Customizing and call Maintain Mini-Templates (for products).

SAP Implementat ion Guide Cross-Appl icat ion Compo nents

SAP Product Templates Maintain Mini-Temp lates

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Display the mini-template CR100(repair characteristics).

Find:Product templates

By: Templatetype

ID/Description: *REP*

Choose Start.

Expand the first entry set typeand double-click the template below it.

You should see two attributes containing default values (Trade testand Drivers license category).

You should see two attributes containing default values (Trade test andDrivers license category).

2-4-3 Display the category ZTSERVICE_01of the product hierarchy

ZT_HIER.Apart from the assigned set types, what else can you see?

SAP Menu Master Data Product s Maintain Categories and

Hierarchies

In the field Template(on the right beside the field Set type), you seethe value CR100.

2-4-4 Now assign category ZTSERVICE_01of the product hierarchyZT_HIERto your product master.

What do you notice?

SAP Menu Master Data Products Maintain Products

If necessary, find and open your product master (for example, usingLocator

Worklist)

Select: the Generalview

In the product category area, enter the hierarchy ID ZT_HIERand then select

the category ZTSERVICE_01in the Category ID field.

Choose ENTER.

After a few seconds you see two new fields in the product master, this time

containing the default values from the template.

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5 Transaction processing

Text

Text objects and text types are defined in Customizing: SAP Implementation Guide Customer

Relationship Management Basic Functions Text ManagementDefine Text Objects and Text

Types.

Text determination procedures and access sequences are also defined in Customizing:SAP

Implementation Guide Customer Relationship Management Basic Functions Text

Management Define Text Determination Procedure.

Status

You can define a status profile in Customizing:SAP Implementation Guide Customer Relationship

Management Transactions Basic Settings Status Management.

The impact of a system status to a business transaction can be displayed using transaction BS23.

Incompletness

You can define the incompleteness check in Customizing. For this, choose SAP Implementation Guide Customer Relationship Management Basic Functions Incompleteness

Recap

You would like to create a new sales transaction type ZA## (##Quotation) in Customizing

SAP Implementat ion Guide Customer Relat ionsh ip Management

Transact ions Basic Settings Define Transact ion Types

In order to use the new transaction type, it is necessary to maintain item categorydetermination.If you are entering a sales item, you do not use your own itemcategory, but rather the SAP standard item category for a quotation item.

1-4-1 In Customizing, set up the item category determination.

SAP Implementat ion Guide Customer Relat ionship

Management Transact ions Basic Sett ings Define Item

Category Determin ation

1-4-2 Search (using Position) for Trans. type AGand Item Cat.Group NORM(Standard item).Select the line and choose Copy as.

1-4-3 Replace transaction type AG with your new transaction type ZA##.

1-4-4 Save your entries.

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Questionnaires TransactionsSettings for ActivitiesQuestionnaires.

Recap

Maintain goal

SAP Implementation Guide Customer Relati onship Management Transactions

Settings for Activities Maintain Categories, Goals and Pri ori ties Maintain Goals

Define tnx

SAP Implementation Guide Customer Relati onship Management Transactions Basic

Settings Define Transaction Types

Assign the organizational data profile ZORGPROF## and the action profile ACTIVITYto thenew transaction type. Select the new transaction type and choose Details ( ).

In the Customizing headerarea, assign your newly created aim Z##to the transaction type ZB##and set the priority to

7 business partner processing

Def partner function* SAP Implementation GuideCustomer Relationship ManagementBasic FunctionsPartnerProcessingDefine Partner Functions.

Def partner determination procedure

SAP Implementation GuideCustomer Relationship ManagementBasic FunctionsPartner

ProcessingDefine Partner Determination Procedure

Def access sequence

SAP Implementation GuideCustomer Relationship ManagementBasic FunctionsPartner

ProcessingDefine Access Sequences

Partner fct and partner roles r3 vs CRM

In Customizing (Customer Relationship Management Basic Functions Partner Processing Data

Transfer Distribution of Partner Functions from SAP ECC into CRM), you can specify that SAP R/3 sold-

to parties are SAP CRM customers.

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In Customizing (Customer Relationship Management Basic Functions Partner Processing Data

Transfer Distribution of Partner Functions from CRM into SAP ECC), you can specify that SAP CRM

customers are SAP R/3 sold-to parties.

Actions

Processing types:

Smartforms

Workflow

Badi

-> smartforms

* Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters, and e-mail)

* Form CRM_LEAD_PRINT (suitable for faxes, letters, and e-mail)

* Form CRM_ORDER_SERVICE (suitable for faxes, letters, and e-mail)

->

Methods are Business Add-In (BAdI) implementations. You can define your own BAdI implementation

to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF is the relevant BAdI.)

Examples for standard methods include the following:

COPY_DOCUMENT (create a follow-up document) COMPLETE_DOCUMENT (set status completed within document)

CREDIT_MEMO (create credit memo item)

REPAIR_ITEM (create a repair item)

1O_EVENT_CREATE (create a workflow event)

Exercises

1-1-2 Display all the actions that the system found for this quotation.

Go to the Act ionstab strip.

What entries are there on the corresponding tab page?

You can see various actions:(Call Customer Again About Offer, ,Archive outgoing quotation).

Does the list include the action Print Quotation Manually?Nowschedule the action manually.

No, the list does not include this action.

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Select Create action ( ) and Print Quotation Manually.

What processing status does this action have?

The action has not yet been processed ( ).

Trigger processing of the Print Quotation Manually action.

1-2-1 Can you execute the action directly from transaction processing?

Select the Executeaction ( ).

No, the action cannot be executed in dialog mode.

1-2-2 Call the action monitor and use the parameter action definition =QUOTATION_PRINT, action status = 0, processing time = 1Processing using selection report.

If you want to select the action that was found in thecustomer order you created, enter the in the application key field.

You can also work without this selection parameter and sort

or filter to find the creator in the list that appears.

Now process your commitment to finance using the action monitor.

Select the entry for the transaction you created (via the transaction number in

the application key column) and click onProcess( ). This changes the

status of the action to Processed successfully.

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1-3 Use Customizing to analyze how automatic determination takes place for thePrint Quotation Manuallyaction.

1-3-1 Which action profile is used by transaction type ZA## (##Quotation)?

SAP Implementation Guide Customer Relati onship Management

Basic Functions Actions Actions in Transaction Assign ActionProf il e to the Business Transaction Type

Select the transaction type ZA##. Display theDetails.

The action profile is QUOTATION.

1-3-2 Analyze this action profile.At what time is the action processed and thequotation form output?


Management Basic Funct ions Act ion s Act ion s in

Transact ion Change Act ion s and Condi t ions Define Act ion

Prof i les and Act ion s

Select the action profile QUOTATION. Display the details of action

definition QUOTATION_PRINT.

The processing time is Processing using selection report.

1-3-3 Check the details of the action definition to find out why you could notexecute the action from transaction processing.

The indicator Executable in Dialog isnot setin the action definitionsdetails.

2-1 You would like to create an action profile for your ##TradeFairVisits that helpsyou create a follow-up activity once the preceding activity is completed.

2-1-1 SAP Implementation Guide Customer Relationship Management

Basic Functions Actions Actions in Transaction Create ActionsWith Wizard

Enter the data given in the exercise.

2-1-2 Assign the action profile to transaction type ZB## (##TradeFairVisit).


Basic Functions Actions Actions in Transaction Assign ActionProf il e to the Business Transaction Type

Go to the details for transaction type ZB## and enter ZACTIONPROFILE##in the ActionProfile field.

2-2 Test your settings.

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2-2-1 Create a new business activity of the type ZB##.

Enter a business partner and a description and go to the Actionstab.Isthe action scheduled yet?

_____________

SAP Menu Act iv i t ies Maintain Act iv i t ies

Create an activity of the type ##TradeFairVisitfor the activity partner##Stockmann AG.Maintain any data.

Since the action is not scheduled automatically, the action does notappear on the Actions tab.

What are your two options for scheduling the action?

Option 1: on the actions tab, click on the Create Action icon ( )and select the action.

Option 2: in transaction processing, click on the Actions icon ( )and select the action.

2-3 Next, you want to add a schedule condition to your action. As soon as yourtrade fair visit is done (and only then), you want to be able to create a follow-up activity of the type Sales Call.

2-3-1 Define a schedule condition for your Follow-up Activity Sales Call##action.Go to the IMG and start defining the condition.


Management Basic Funct ions Act ion s Act ion s in

Transact ion Change Act ion s and Condi t ions Define

Condi t ions

In the upper-left corner, double-click on your action profile.

Click the Schedule Conditiontab.

ChooseEdit Condition.

Click on the hyperlinkto create the condition.

Open your current container object CRM Bus. Activity.

Double-click on User Status.

Click on the operator =.

Use the input help in the Constantfield.

Enter status profile CRMACTIV.

Choose status E0003 Completeand press Enter.

Adopt and save the condition.

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2-3-2 Test your settings again by creating another trade fair visit.

SAP Menu Act iv i t ies Maintain Act iv i t ies

Create an activity of the type ##TradeFairVisitfor the activity partner##Stockmann AG.Maintain any data.

Can you schedule the action immediately after creating thetransaction?

No, this is not yet possible because the activity does not have thecorrect status.

Complete the trade fair visit by setting the status accordingly.

On the Detailstab, select the Completedstatus.

Can you schedule the activity now?

Yes, the action can now be scheduled.

9 pricing

In addition to specific maintenance contexts, there is also general condition maintenance (GCM) in

the SAP CRM system (SAP Menu Master Data Prices and Conditions Maintain Conditions).

Here, you can maintain the conditions that are in condition maintenance groups and were assigned to

the GCM maintenance context.

You can define your own condition maintenance groups in Customizing

SAP Implementation Guide Customer Relationship Management Master Data Conditions

and Condition Technique Condition Technique: Basics Create Maintenance Group

Pri cing analysis

Checks pricing for all tnx* User parameter PRC_TRACE = X needs to be set.

Condition analysis is not available in the People-Centric UI.

Exercises

1-1-2 Check in the transactions item details to see if the system found a customerdiscount(0K07).

Click on theExpand data areasicon ( ) to see the item details.

Choose the Conditionstab.

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The list of displayed condition types does notinclude the entry 0K07.

1-1-3 Try entering a customer discountinto the transaction manually, with a value

of 5%. Is this possible?

ChooseAppend Row ( ).

Ctyp: 0K07

Amount: 5

The minus sign (-) and unit (%) are added automatically.

You do not need to save the transaction.

1-1-4 In the future, the customer should receive a customer discount(0K07) of 3%for transactions of this type. This agreement should last from today until the

end of the year.

Maintain a condition master record in the SAP CRMsystem accordingly.

SAP Menu Master Data Prices and Conditions Maintain

Conditions

Application: CRM

Maintenance group: BUPADISCOU

Choose (Execute).

In the data area, enter the value 0K07 in the Condition Type(Ctyp) field on

the right and confirm your entry. Enter:

Sales Organization: Sales US

Distribution Channel: 30

Division: 00

Customer: Number of

##Megastore

Amount: 3

Valid-From Date: today

Valid-To Date: End of year

Save your data.

In the future, you want the customer to receive a customer-specific material price of

179.99 EURper piece for transactions of this type.

Maintain a condition master record in the SAP ERPsystem accordingly.

SAP Menu Logistics Sales and Di str ibution Master Data

Conditi ons Select Using Conditi on Type Create

Condition Type: PR00

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1-3-3 What factors influence the determination of a pricing procedure? Where in the

system are the concrete values of the factors for your business transactions

from the previous exercise?

Determining the pricing procedure can be affected by the following factors:

Sales organization, Distribution channel, Division, Document pricingprocedure andCustomer pricing procedure.

The Sales organization, Distribution channel andDivisionare displayed in

the transaction on the Organizationtab page.

The document pricing procedure is assigned to the transaction type.

Architecture and Technology Configur ation Customizing

Go to the SAP Reference IMG.


Transactions Basic Settings Define Transaction Types

Select entry ZSALand click on the Detailsicon ( ).

In the dialog structure, double-click on Assignment of Business Transaction

Categories.

Select the Salestransaction category and double-click on Customizing headerin the dialog structure.

The document pricing procedure is called CRM (9).

The customer pricing procedure is stored in the sold-to partys master data. It

is located in the sales area data related to this case on the Bil l ingtab page.

1-3-4 Can you make any changes to the two pricing procedures in the SAP CRMsystems Customizing?


Basic Functions Pricing Defi ne Settings for Pricing Create Pricing

Procedure.

Transaction from 1-1:

Yes, changes are possible because the procedure was created in the SAP CRM

system (source: CRM).

Transaction from 1-2:

No, it is not possible to make changes in the SAP CRM system. The pricingprocedure was transferred from the SAP ERP system by Customizing

download (source: R/3).

1-3-5 You want to display the customer-specific material price (which you created

in the ERP system) (condition type PR00) in general condition maintenance.

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To do this, set up a separate condition maintenance groupZCMG##

(maintenance group##)containing the corresponding condition table /

condition type. Use a suitable description.

Specify that this condition maintenance group is in the GCM(generalcondition maintenance) context.


Master Data Conditi ons and Conditi on Technique Condition

Technique: Basics Create Maintenance Group

1-3-6 In general condition maintenance, check if you can display condition masterrecords of condition type PR00 in the condition maintenance group ZCMG##.

SAP Menu Master Data Prices and Conditions Maintain

Conditions

Application: CRMMaintenance group: ZCMG##

Choose Execute.

In the structure area on the left, select the fields Condition Typeand Sold-ToParty.

Click on Select records( )

In the dialog box that then appears, enter the following:

Condition Type: PR00

Sold-To Party: Number of##Stockmann

Choose Execute.

Condition records are displayed (at least one). However, it is not possible to

change the master record because it was transferred from the ERP system and

was not intended for processing in the SAP CRM system.

10 Bil ling

Delivery related crm bil li ng SAP note 504730

Exercises

1-1 Relevant Organizational Data for CRM Billing.

1-1-1 Check if one or more billing units exist in the CRM system. Make a note of

the numbers.

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There is no entry for your process because goods issue has notbeen posted yet.

1-2-5 Carry out picking and posting goods issue in the SAP ERP system for your

process.

SAP Easy Access Menu Logistics Sales and Distr ibution Shippingand Transportation Outbound Delivery Change Single Document

Enter your outbound delivery number, confirm your entry by choosing

ENTER and select Fol low-on Funct ions Create Transpo rtRequest.

Enter Backgroundin the Foreground/Backgrnd field. In theAdoptpick. quantityfield, select parameter 2 (to book goods issueimmediately).

1-2-6 Open the billing due list billing in the CRM system again and check again if

you can find your transaction within this list.

SAP menu Sales Bi ll ing Maintain Bi ll ing Due L ist

Now there will be an entry with your delivery number.

1-2-8 Billing created in CRM. Are accounting documents generated in the SAP ERP

system?

Yes, because the Do not Transferoption is not selected in billing typeF2.

SAP menu Sales Bi ll ing Maintain Bi ll ing Documents

Go to the created billing document and choose Display Document flow.

In the document flow ( ), you can go to the created Accounting

documents ( ).

1-3 Check the relevant Customizing for CRM Billing.

1-3-1 Check the Billing-relevanceindicator for the item category ZSAL(which

was determined in your transaction).

______________SAP Implementation Guide Customer Relati onship Management

Bi ll ing Defi ne Bi ll ing Relevance of Transaction I tem Categori es

Go to item category ZSAL.

Billing relevance: Delivery-Related CRM Billing

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1-3-2 Check out which item category for billing is assigned to your source process

category LF (Delivery) in SAP ERP and source item category ZSAL.

IMG: SAP Implementation Guide Customer Relati onship Management

Bi ll ing I tem Category Determination Assign I tem Categories

Choose CRMB(CRM Billing).Go to the line with Source Process Category LFand Source Item Category

ZSAL.

Billing item category ZDELis assigned.

1-3-3 Take a look at the details for this item category. What billing type is used by

default? Do billing due list items need to be released before they can be

billed?

IMG: SAP Implementation Guide Customer Relati onship Management

Bi ll ing Define I tem Categori es

Select CRMB(CRM Billing).

Take a look at the details for item category ZDEL( ).

The billing type Invoice (F2)is stored as the default value.

The billing block indicator is not set; in other words, invoices do not have tobe released.

11 CRM middleware Notes 640570 and 853430 offer info on CRM or ERP systems

ERP to CRM

To start the initial load, using Transaction R3AS (SAP menu Architecture and Technology

MiddlewareDate Exchange Initial Load Start)

The Administration Console essentially specifies which data from the CRM system is to bedistributed to other systems.

To display the RFC destination, use Transaction/nsm59

Take a look at the BDoc message that was generated dur ing this data exchange.

Use Transaction /nsmw01 or SAP menu Architectur e and Technology M iddleware

Moni tori ng Message F low Display BDoc Messages

Select the *business partner number using the queue name for example.

To do thi s, you need to display addit ional selection

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1-1 Familiarize yourself with the Administration Console.The AdministrationConsole essentially specifies which data from the CRM system is to bedistributed to other systems.

1-1-1 Start the Administration Console.

SAP menu Archi tecture and Techno logy Middleware

Administration Admini stration Console

1-1-2 Display the details for the Site object.

Display the details for the SAP R/3 site.

Choose the Site object typeand then Display object( )

Double-click on the R/3 node.

Choose Site attr ibu tes.What is the RFC destination of the site and what is the logical system?

The RFC destination is DII_800 and the logical system is T90CLNT090.

1-1-3 Take a closer look at the RFC destination and perform a test to find outwhich system is being addressed.

To display the RFC destination, use Transaction /nsm59

(ABAP connections).

Find the corresponding destination and test this by carrying

out a (test) remote login.

Call transaction /nsm59and choose the ABAP connection DII_800.

Choose the Remote Loginpushbutton.

A new session is started in the ERP system.

Close the session again.

1-1-4 Examine the existing assigned subscription Al l Business Partners (MESG).

Double-click either the All Business Partners (MESG) entry in the structure

tree on the left or in the detail area of the R/3 site (Subscriptionstab page).

What is the assigned publication and replication object used?

If you called up the details of the subscription, choose the Publicationstabpage. The publication name is Al l Business Partners (MESG).

Are there criteria values assigned to the subscription?

No. The replication object is of the type simple unfiltered and cannot be

assigned criteria values.

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2-1 Famil iar ize yourself with Object Management.In Ob ject Management, youspeci fy wh ich data from the ERP system is to be transferred to the CRM system

2-1-1 Take a look at the details for theCUSTOMER_MAINbusiness adapterobject. Which Business Document (Bdoc) is the adapter object linkedto?

SAP menu Ar chitecture and Technology M iddleware Data

Exchange Object Management Business Objects

Select CUSTOMER_MAINand choose Details( ).

BDoc link: BUPA_MAIN.

2-1-2 Do filter settings exist that restrict loading of ERP business partner data?Choose the R/3 source site and the Filter Settings tab.

No filters have been maintained

2-1-3 In the ERP system, create a new (customer) business partner for the account

group Sold-to-party R/3 ---> CRMand check whether this is transferred

successfully to the SAP CRM system.

SAP menu Logistics Sales and Distr ibut ion Master Data

Business Partner Customer Create Sales and Di str ibuti on

Account group: Sold-to-Party R/3 ---

> CRM

Choose ENTER.

Form of Address:

Company

Name:

##Transfer

Country: DE

Save the master record make a note of the number.______________

2-1-4 Does the business partner appear in SAP CRM?

Perform a search in Business Partner Processing using the R/3 customer

number. What number does the business partner have in the SAP CRM

system?

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Partner

Using the Locator, search for the business partner.

Search:

OrganizationBy: R/3 customer

number

(Number): Customer

number

2-1-5 Using the same method, take a look now at the details for the Customizing

adapter object ZCR540_##_DO.

Which table does this object refer to? This information is relevant for the nextexercise.

SAP menu Ar chitecture and Technology M iddleware DataExchange Object Management Customizing Objects

Select ZCR540_##_DOand choose Details( ).

Choose the Tables/Structurestab page.

The table is ZCR540_##.

In the following exercise, you make an initial data transfer of Customizing data. To do this,

you use separately defined Customizing tables and adapter objects.

3-1-1 Display the contents of table ZCR540_##in the ERP system.

SAP menu Tools ABAP Workbench Overview Data Br owser

Table Name: ZCR540_##.

Choose ENTERfollowed by Execute ( ).

Which contents are displayed?

49 countries and the relevant continents are shown.

Which tables are displayed?

MANDT, COUNTRYand CONTINENT.

Note the name of one continent.

3-1-2 Display the contents of table ZCR540_##in the SAP CRM system.

Which contents are displayed?

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SAP menu Ar chitecture and Technology ABAP Workbench

Overview Data Br owser


The relevant table is empty.

3-1-3 Define filter criteria for the data transfer (Customizing adapter objectZCR540_##_DO).

You want to perform an initial data transfer but restrict the data transfer by

only transferring countries from one continent.

Make sure you enter the filter definition correctly!


Exchange Object Management Customizing Objects

Select ZCR540_##_DOand choose Details( ).

Choose the Tables/Structures tab page and press the Filter pushbutton ().

Select the R/3source site and then press Change ( ).

Enter the following filter settings

Field:

CONTINENT

Operator: Equal to (=

low).

LOW: for exampleEUROPE

Save the settings. You will receive a message confirming that these filtercriteria have been changed successfully in the backend system.

3-1-4 Now perform the initial load for your table ZCR540_##.


Exchange I ni tial Load Start

Load object:

ZCR540_##_DO

Choose (Execute).

Acknowledge the popup.

3-1-5 Display the contents of table ZCR540_##in the SAP CRM system.

Which contents are displayed now?

SAP menu Ar chitecture and Technology ABAP Workbench

Overview Data Br owser

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The table now contains some entries with countries from the continent you

entered in the filter criteria.

4-1 In the following exercise you exchange business partner data between the ERP andSAP CRM systems and, in doing so, cause a deliberate error during data transfer.

Using a suitable monitor, you perform an error analysis and rectify the problem.

4-1-1 In the SAP CRMsystem, open the business partner ##Stockmann AG in

Change mode.


Partner

Open the business partner ##Stockmann AG and switch to change mode.4-1-2 Change the customer ##Stockmann AG in the ERP system by entering an

additional region for instance and then save the master record.

SAP menu Logistics Sales and Distr ibut ion Master Data

Business Partner Customer Change Sales and Di str ibu tion

Customer: Number of

##Stockmann AG

Choose ENTER.

Region: for example,

01

Save your data.

4-1-3 Check that this change is displayed in the SAP CRM system. To do this, exit

the Business Partner transaction and restart it.


Partner

The changes are not displayed.

4-1-4 Take a look at the BDoc message that was generated during this dataexchange.

SAP menu Architecture and Technology M iddleware Monitoring

Message F low Di splay BDoc Messages

Select the *business partner number using the queue name for example.

Choose Add fur ther selection options( ).

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Queue name: *Number of

business partner

Choose (Execute).

If multiple entries are listed, search for the correct entry using transmission

time and transmission date.4-1-5 Take a look at the error message. Why does the message have the error status

(E04)?

Select the relevant entry (red traffic light) and choose BDoc Message Er ror /

Recipient( ).

One of the messages indicates that the business partner is currently being

processed.

4-1-6 Ensure that the business partner ##Stockmann AG is not being processed in

the CRM system and reprocess the BDoc message. Check that the data has

been processed correctly by, for example, opening the business partner again.

Select your entry and choose Reprocess B Doc Message( ).

The message that follows is very important and in this case you can answer

using Yes.

After reprocessing, the CRM business partner should contain the correct dataand one region only.

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Introduction

Sales

1-2 Create a quotation as a follow-up transaction for the opportunity.

1-2-1 ChooseFollow-Up Activityin the header area of the opportunity.

From the dropdown list, choose Create Quotation Quotation ( - Order).

On theItem Selection tab page, Transfer the product to the quotation.

Save the quotationand note the transaction number.

Go to theDocument Flow tab page. (You have to scroll to the right using theNext Pageicon to display this tab page.)

The opportunity appears as a preceding document in the document flow.

1-2-2 Use the document flow or the status overview to check if the quotation has

been transferred to the ERP system.

Answer: No, quotations that were created in SAP CRM are not transferred to

the ERP system by default. There is only one quotation document listed; there

is no replicated quotation which would indicate it had been transferred to ERP

1-3 Now create an order as a follow-up transaction for the quotation.

1-3-1 ChooseFollow-Up Activity in the header area of the quotation.

From the dropdown list, choose Create Order Telesales.

On theItem Selection tab page, Transfer the product to the order.

Save the order and note the transaction number.

1-3-2 Use the document flow or the status overview to check if the order has beentransferred to the ERP system.

Answer: Yes, the order created in SAP CRM is transferred as a replicated

document to the ERP system and is available there for further logisticalprocessing (such as delivery, picking, or goods issue).

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I UT 255

1-1-2-1

To create contract select POD, right click ,create contract.

1-1-2-3

Contract just created in I SU.

To see if a connection exi sts between I SU and CRM the history can be checked

in the thi rd tab page of the sap isu contr act.

2-1-2-1Uti li ty contract items in sap crm do not all ow histori cal changes to the product;

in crm you can exit a contract item for an old product and create a new item with

the new product; this allows you to change bil li ng related contract data (bil li ng

related dif ferences are mapped in sap crm by means of di ff erent products)

2-1-2-4

How can you recognize that bil li ng related data in your contract may have

changed?Use detail button in the contract item to navigate to the contr act in sap isu. On

the thi rd tab page dif ferent time sl ices can be seen f or the contract.

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