c03 Crm702 BB Configguide en XX

EHP2 for SAP CRM 7.
0
July 2013
English
Documen !ersion 1.0
CRM Master Data
Replication (C03)
SAP A"
Diem#r$Ho%%$Allee 1&
&'1'0 (#ll)orf
"erm#ny
*uil)ing *loc+ Configur#ion "ui)e
SAP Best Practices CRM M#ser D## Re%lic#ion ,C03-. Configur#ion "ui)e
Copyright
/ 2013 SAP A" or #n SAP #ffili#e com%#ny. All righs reser!e).
0o %#r of his %u1lic#ion m#y 1e re%ro)uce) or r#nsmie) in #ny form or for #ny %ur%ose 2ihou he
e3%ress %ermission of SAP A". 4he inform#ion con#ine) herein m#y 1e ch#nge) 2ihou %rior noice.
Some sof2#re %ro)ucs m#r+ee) 1y SAP A" #n) is )isri1uors con#in %ro%rie#ry sof2#re
com%onens of oher sof2#re !en)ors.
0#ion#l %ro)uc s%ecific#ions m#y !#ry.
4hese m#eri#ls #re %ro!i)e) 1y SAP A" #n) is #ffili#e) com%#nies ,5SAP "rou%5- for inform#ion#l
%ur%oses only6 2ihou re%resen#ion or 2#rr#ny of #ny +in)6 #n) SAP "rou% sh#ll no 1e li#1le for
errors or omissions 2ih res%ec o he m#eri#ls. 4he only 2#rr#nies for SAP "rou% %ro)ucs #n)
ser!ices #re hose h# #re se forh in he e3%ress 2#rr#ny s#emens #ccom%#nying such %ro)ucs
#n) ser!ices6 if #ny. 0ohing herein shoul) 1e consrue) #s consiuing #n #))iion#l 2#rr#ny.
SAP #n) oher SAP %ro)ucs #n) ser!ices menione) herein #s 2ell #s heir res%eci!e logos #re
r#)em#r+s or regisere) r#)em#r+s of SAP A" in "erm#ny #n) oher counries. Ple#se see
h%.77222.s#%.com7cor%or#e$en7leg#l7co%yrigh7in)e3.e%38r#)em#r+ for #))iion#l r#)em#r+
inform#ion #n) noices.
/ SAP A" P#ge 2 of 9&
Icons
Icon Meaning
C#uion
E3#m%le
0oe
Recommen)#ion
Syn#3
Typographic Conventions
Type Style Description
Example text (or)s or ch#r#cers h# #%%e#r on he screen. 4hese inclu)e fiel)
n#mes6 screen iles6 %ush1uons #s 2ell #s menu n#mes6 %#hs #n)
o%ions.
Cross$references o oher )ocumen#ion.
Example text
Em%h#si:e) 2or)s or %hr#ses in 1o)y e36 iles of gr#%hics #n) #1les.
E;AMP<E 4E;4 0#mes of elemens in he sysem. 4hese inclu)e re%or n#mes6
%rogr#m n#mes6 r#ns#cion co)es6 #1le n#mes6 #n) in)i!i)u#l +ey
2or)s of # %rogr#mming l#ngu#ge6 2hen surroun)e) 1y 1o)y e36 for
e3#m%le6 SE<EC4 #n) =0C<>DE.
Example text
Screen ou%u. 4his inclu)es file #n) )irecory n#mes #n) heir %#hs6
mess#ges6 source co)e6 n#mes of !#ri#1les #n) %#r#meers #s 2ell #s
n#mes of ins#ll#ion6 u%gr#)e #n) )##1#se ools.
EXAMPLE TEXT
?eys on he +ey1o#r)6 for e3#m%le6 funcion +eys ,such #s F2- or he
ENTER +ey.
Example text
E3#c user enry. 4hese #re 2or)s or ch#r#cers h# you ener in he
sysem e3#cly #s hey #%%e#r in he )ocumen#ion.
<Example text>
@#ri#1le user enry. Poine) 1r#c+es in)ic#e h# you re%l#ce hese
2or)s #n) ch#r#cers 2ih #%%ro%ri#e enries.
Contents
/ SAP A" P#ge A of 9&
CRM Master Data Replication: Configuration
Guie
! "urpose
4his 1uil)ing 1loc+ ,Configur#ion "ui)e- )escri1es he necess#ry #ci!iies o re%lic#e
m#ser )## #n) r#ns#cion )## from he ERP sysem o he CRM sysem #n) !ice !ers#.
4his 1uil)ing 1loc+ is he %rereBuisie for he ins#ll#ion of #ll CRM scen#rios )eli!ere) 1y
SAP *es Pr#cices. 4his 1uil)ing 1loc+ is no reBuire) if you run he CRM in # s#n)#lone
mo)e6 h# is 2ihou #n C<4P 1#c+$en) sysem.
4he re%lic#ion of he follo2ing )## from he ERP sysem o he CRM sysem is )escri1e) in
his gui)e.
M#ser D##
*usiness P#rners
Con#c Persons
M#eri#ls
Con)iions
# "reparation
$#$! "rere%uisites
*efore s#ring 2ih he ins#ll#ion of his 1uil)ing 1loc+6 %le#se see he )ocumen Quick
Guide to Installing SAP Best Practices for CRM.
4he configur#ion of he *uil)ing *loc+s B0 CRM Customi!ing Replication #n) C0" CRM
#rgani!ational Model h#s 1een com%lee).
3 Configuration
$3$! Master Data Replication &R" '( CRM
3$!$! Replicating )usiness "artners
$3$!$!$! General Infor*ation
$3$!$!$!$! Defining Sources for )usiness "artner Creation
+se
A 1usiness %#rner c#n 1e cre#e) #n) m#in#ine) in )ifferen cl#ssific#ions #n) in )ifferen
sysems )e%en)ing on he 1usiness scen#rio. 4he follo2ing #1le )escri1es he 1usiness
%#rner us#ge in he *es Pr#cices scen#rios. An enry in he column CRM or ERP in)ic#es
h# his 1usiness %#rner cl#ssific#ion is m#n)#ory in his sysem for # com%lee 2#l+$
hrough of he scen#rio.
,rea Sales Mar-eting Service
Classification
Re%uire for CRM &R" CRM &R" CRM &R"
Custo*er ; ; ; ; ; ;
"rospective
custo*er
; ;
Co*petitor ;
$3$!$!$!$# )usiness "artner Concept &R" .'( CRM
+se
4he 1usiness %#rner conce%s of he ERP sysem #n) he CRM sysem #re )ifferen.
4herefore you h#!e o )efine # m#%%ing 2hen e3ch#nging 1usiness %#rners from ERP o
CRM #n) !ice !ers#.
a) &R" Syste*
E!ery 1usiness %#rner h#s o 1e #ssigne) o #n #ccoun grou% h# )eermines he
%ro%eries of 1usiness %#rners6 es%eci#lly.
M#ser )## fiel)s
0um1er r#nge
S%ecific funcion#liy for s#les #n) )isri1uion
4here #re more h#n 20 )ifferen #ccoun grou%s #!#il#1le in he s#n)#r) )eli!ery.
/) CRM Syste*
*usiness %#rners in he CRM sysem #re grou%e) 1y using cl#ssific#ions 2hich
)eermine.
M#ser )## fiel)s
S%ecific funcion#liy
4he num1er r#nges #re no )irecly #ssigne) o he cl#ssific#ion. 4he num1er r#nge
is )eermine) 1y he so$c#lle) grou%ing. 4his grou%ing h#s o 1e #ssigne) m#nu#lly
or #uom#ic#lly 2hen cre#ing # 1usiness %#rner.
4here #re only 9 )ifferen cl#ssific#ions
Consumer. Crg#ni:#ion
Consumer. Person
Cusomer
Pros%eci!e cusomer
Com%eior
4he m#%%ing of 1usiness %#rners h#s o 1e )efine) for 1oh )irecions. from he ERP sysem
o he CRM sysem #n) !ice !ers#. 4here1y you h#!e o.
M#% #ccoun grou%s o cl#ssific#ions #n) m#+e sure h# he reBuire) fiel)s in 1oh
sysems #re i)enic#l
M#% he num1er r#nges
/ SAP A" P#ge & of 9&
$3$!$!$!$3 Defining 0u*/er ,ssign*ent Strategy for )usiness
"artners
+se
4here #re 2o #lern#i!es for m#%%ing he 1usiness %#rner num1ers from he C<4P ERP o
he CRM sysem #n) !ice !ers#.
1. Choosing )ifferen num1er r#nges
Descri%ion
4he 1usiness %#rner =Ds of ERP #n) CRM 1usiness %#rners #re no i)enic#l.
4here is #l2#ys #n inern#l #ssignmen #1le h# m#%s he ERP 1usiness %#rner
=D o he corres%on)ing CRM 1usiness %#rner o ensure # consisen )##
e3ch#nge.
A)!#n#ge7Dis#)!#n#ges
,D- 4he m#%%ing %roce)ure is e#sy
,D- 0o %ro1lems 2ih )u%lic#e 1usiness %#rner =Ds
,$- =)enific#ion of he s#me 1usiness %#rner in C<4P ERP #n) CRM sysem is
)ifficul. 4he C<4P ERP =D is only #!#il#1le for se#rching #n) is no )is%l#ye) in
he m#ser )## recor).
Proce)ure
(hen m#%%ing ERP #ccoun grou%s o CRM 1usiness %#rner grou%ings #n)
!ice !ers# you choose #l2#ys inern#l num1er #ssignmen in he recei!ing
sysem6 i.e. # 1usiness %#rner h# is cre#e) in ERP ges #uom#ic#lly # ne2 =D
)uring he re%lic#ion o he CRM sysem #n) !ice !ers#. Eou c#n choose he
s#me or )ifferen num1er r#nges for he m#%%ing of #ccoun grou% o
cl#ssific#ion. 4o #!oi) misun)ers#n)ings6 i.e. cusomers 2ih he s#me =D #re
no i)enic#l6 i is recommen)e) o use )ifferen num1er r#nges.
Mapping &1a*ple
CRM Syste* &R" Syste*
Classificatio
n
$rom num%er to
num%er
Replicatio
n
direction
Account
group
$rom num%er to
num%er
Cusomer 1000$
1'''
=nern#l
num1er
r#nge
0001 1$
'''
=nern#l
num1er
r#nge
Cusomer 1000$
1'''
=nern#l
num1er
r#nge
0001 1$
'''
=nern#l
num1er
r#nge
4he firs cusomer cre#e) in C<4P ERP ges =D 1 in he C<4P ERP #n) =D 1000
in he CRM sysem.
=f he ne3 cusomer is cre#e) in he CRM sysem he 2ill ge he =D 1001 in he
CRM sysem #n) =D 2 in he C<4P ERP.
2. Choosing i)enic#l num1er r#nges
Descri%ion
4he 1usiness %#rner =Ds of ERP #n) CRM 1usiness %#rners #re i)enic#l.
4here is #l2#ys #n inern#l #ssignmen #1le h# m#%s he ERP 1usiness %#rner
=D o he corres%on)ing CRM 1usiness %#rner o ensure # consisen )##
e3ch#nge.
A)!#n#ge7Dis#)!#n#ges
,$- 4he m#%%ing %roce)ure is com%lic#e).
,$- Du%lic#e 1usiness %#rner =Ds m#y occur if he m#%%ing is no )efine)
correcly.
,D- =)enific#ion of he s#me 1usiness %#rner in C<4P ERP #n) CRM sysem is
e#sy %ossi1le 1ec#use of using he s#me =D.
Proce)ure
4here #re 2o 2#ys o gu#r#nee i)enic#l num1er r#nges.
#- <e#)ing sysem #%%ro#ch
Define # le#)ing sysem for 1usiness %#rner m#inen#nce6 i.e. 1usiness
%#rners 1elonging o he s#me #ccoun grou% or cl#ssific#ion #re only
m#in#ine) in he C<4P ERP or in he CRM sysem e3clusi!ely.
For e3#m%le. Cusomers ,#ccoun grou% 0001- #re only m#in#ine) in he
C<4P ERP6 consumers ,#ccoun grou% 0170- #re only m#in#ine) in he
CRM sysem.
4he #ccoun grou% #n) he m#%%e) cl#ssific#ion mus h#!e he s#me
num1er r#nge.
For he recei!ing sysem e3ern#l num1er #ssignmen is reBuire).
Eou h#!e o m#+e sure h# 1usiness %#rner cre#ion in he recei!ing sysem
is %rohi1ie).
Mapping &1a*ple
CRM Syste* 23T" &R"
Classificatio
n
$rom num%er to
num%er
Replicatio
n
direction
Account
group
$rom num%er to
num%er
Cusomer 1$''' E3ern#l
num1er
r#nge
0001 1
$'''
=nern#l
num1er
r#nge
,le#)ing-
Consumer 1000$
GGG
=nern#l
num1er
r#nge
,le#)ing-
0170 1000$
GGG
E3ern#l
num1er
r#nge
1- Se%#r#e #ccoun grou% #%%ro#ch
=f he le#)ing sysem #%%ro#ch is no fe#si1le you c#n ensure i)enic#l
num1er r#nges 1y using )ifferen #ccoun grou%s.
For e3#m%le. Cusomers h#!e o 1e m#in#ine) in he ERP sysem #n) in he
CRM sysem in %#r#llel. Define one #ccoun grou% ,e.g. 0001- for cusomers
h# #re cre#e) in he ERP sysem #n) h#!e o 1e re%lic#e) in he CRM
sysem. Define #n #))iion#l #ccoun grou% ,e.g. G001- for cusomers h#
#re cre#e) in he CRM sysem #n) h#!e o 1e re%lic#e) o he ERP sysem.
>se )ifferen num1er r#nges for hese #ccoun grou%s #n) )efine e3ern#l
num1er #ssignmen in he recei!ing sysem.
/ SAP A" P#ge H of 9&
4his #%%ro#ch is no #%%lic#1le for consumers 1ec#use here c#n only 1e
one uniBue #ccoun grou% for consumers in he ERP sysem. 4herefore you
h#!e o choose he le#)ing sysem #%%ro#ch o ensure i)enic#l num1ers for
consumers in 1oh sysems.
CRM Syste* 23T" &R"
Cl#ssific#ion From num1er o
num1er
Re%lic#ion
)irecion
Accoun
grou%
From num1er o
num1er
Cusomer 1$''' E3ern#l
num1er
r#nge
0001 1
$'''
=nern#l
num1er
r#nge
,le#)ing-
Cusomer 1000$
1'''
=nern#l
num1er
r#nge
,le#)ing-
G001 1000$
1'''
E3ern#l
num1er
r#nge
=n he follo2ing only he reBuire) #ci!iies for im%lemening he se%#r#e #ccoun
grou% #%%ro#ch for cusomers #n) he le#)ing sysem #%%ro#ch for consumers
#re )escri1e)6 i.e. he CRM sysem is he le#)ing sysem for he cre#ion of
consumers #fer he inii#l re%lic#ion from he ERP sysem.
$3$!$!$# Mapping )usiness "artner Master Data fro* &R" to
CRM
+se
4his se% is for he 1usiness %#rner e3ch#nge only fro* &R" to CRM. =n he follo2ing
secion you %erform #ll necess#ry se%s o ge he 1usiness %#rners from he ERP ino he
CRM sysem.
=n or)er o m#% he 1usiness %#rner m#ser )## from ERP o CRM you h#!e o run he
follo2ing #ci!iies.
1. =)enifying rele!#n ERP #ccoun grou%s.
2. Defining num1er r#nges for CRM 1usiness %#rners.
3. Defining CRM 1usiness %#rner grou%ings.
A. M#%%ing ERP #ccoun grou% o CRM cl#ssific#ion
4he follo2ing #1le )escri1es #ll rele!#n elemens h# h#!e o 1e m#in#ine) for he
m#%%ing of ERP #ccoun grou%s o CRM cl#ssific#ions. = is #lso menione) # 2hich #ci!iy
he elemen is m#in#ine). = is recommen)e) o m#in#in his #1le o +ee% he o!er!ie2
2hen running he follo2ing #ci!iies.
&R" CRM
Step 4 Step 4 Step 3 Step # Step # Step #
,ccoun
t group
0u*/er
range
Interval 0u*/er
assign*ent
Classification Groupin
g
0u*/er
range
Interval 0u*/er
assign*ent
0001 01 0000100000
$
0000''''''
=nern#l
or
E3ern#l
Cusomer R001 R1 0000100000
$
0000''''''
E3ern#l
/ SAP A" P#ge ' of 9&
For he #1o!e e3#m%le6 he m#%%ing runs #s follo2s.
1. A 1usiness %#rner for #ccoun grou% 000" &sold'to part() is cre#e) in he ERP sysem.
2. 4he #ccoun grou% h#s he num1er r#nge #ssignmen 0" #n) inern#l num1er
#ssignmen6 i.e. # num1er is #uom#ic#lly cre#e) from he iner!#l 0000"00000'
0000 for his 1usiness %#rner6 e.g. "0000".
3. 4he 1usiness %#rner is re%lic#e) o he CRM sysem.
A. 4he #ccoun grou% is #ssigne) o he cl#ssific#ion Customer 2ih grou%ing R00".
"rou%ing R00" is #ssigne) o num1er r#nge R" h# is i)enic#l o he ERP num1er
r#nge 0". 4he ERP cusomer h# is re%lic#e) o he CRM sysem #uom#ic#lly is
cre#e) 2ih cl#ssific#ion Customer #n) ges he s#me num1er 1ec#use e3ern#l num1er
#ssignmen is chosen for he CRM num1er r#nge.
$3$!$!$#$! Ientifying Relevant &R" ,ccount Groups (S,"
&R")

Ple#se chec+ he Del# "ui)e.
+se
=n he ERP sysem6 #n#ly:e he rele!#n #ccoun grou%s #n) heir #ssigne) num1er r#nges.
=)enify he #ccoun grou%s h# you #re using 2hen cre#ing 1usiness %#rners in he ERP
sysem. For hese #ccoun grou%s # m#%%ing h#s o 1e )efine) in he follo2ing #ci!iies.
"roceure
1. Access he #ci!iy using one of he follo2ing n#!ig#ion o%ions.
Transaction coe
OVT0
S," &R" IMG *enu *ogistics $ General Business Partner Customers
Control +efine Account Groups and $ield Selection for
Customers
2. Selec your rele!#n cusomer grou%s.
3. Choose +etails (F2).
A. An o!er!ie2 #1le of he num1er r#nges #%%e#rs.
Selec he fiel) 0um1er r#nge #n) choose F4 o ge he iner!#l for his num1er r#nge.
=n his #1le6 he E3ern#l fiel) in)ic#es 2heher he num1er r#nge is inern#l or e3ern#l.
9. 0oe )o2n he #ccoun grou% inform#ion in he #1le )escri1e) in he secion Mapping
Business Master +ata from ERP to CRM. = 2ill 1e use) in he follo2ing #ci!iies.
Result
4he rele!#n #ccoun grou%s #n) heir #ssigne) num1er r#nges h#!e 1een i)enifie).
$3$!$!$#$# Defining 0u*/er Ranges for CRM )usiness
"artners (I) (S," CRM)

"lease chec- the Delta Guie$
+se
For e#ch num1er r#nge of he selece) #ccoun grou%s of he ERP sysem you h#!e o cre#e
# num1er r#nge in he CRM sysem.
"roceure
Transaction coe
BUCF
S," CRM IMG *enu Cross'Application Components SAP Business Partner
Business Partner Basic Settings ,um%er Ranges and
Groupings +efine ,um%er Ranges
2. Choose C-ange inter.als.
For e#ch )ifferen num1er r#nge i)enifie) in he #ci!iy Identif(ing Rele.ant ERP
Account Groups cre#e # ne2 num1er r#nge.
3. Choose Insert *ine (F6) #n) ener he num1er r#nge #ccor)ing o he ERP num1er
r#nge.
A. Choose he Ext fl#g for he num1er r#nge.
9. Choose Sa.e (Ctrl + S).
Result
0um1er r#nges h#!e 1een )efine) for CRM 1usiness %#rners.
$3$!$!$#$3 Defining CRM )usiness "artners Groupings (I) (S,"
CRM)

+se
For e#ch num1er r#nge cre#e) in he #ci!iy +efining ,um%er Ranges for CRM Business
Partners &I) you h#!e o cre#e # grou%ing. 4he 1usiness %#rner ges # num1er from he
num1er r#nge h# is #ssigne) o he grou%ing. 4his grou%ing is only use) for )efining num1er
r#nges for 1usiness %#rners h# #re re%lic#e) from ERP o CRM.
4hese grou%ings shoul) no 1e use) for cre#ing 1usiness %#rners in he CRM
sysem6 1ec#use 1usiness %#rners 1elonging o hese grou%ings #re no
re%lic#e) o he ERP sysem.
"roceure
1. Access he #ci!iy using he follo2ing n#!ig#ion o%ions.
Transaction coe
SPRO
Groupings +efine Grouping and Assign ,um%er Ranges
2. Choose ,e/ Entries (F5).
Cre#e # grou%ing for e#ch num1er r#nge iner!#l cre#e) in he #ci!iy Defining 0um1er
R#nges for CRM *usiness P#rners.
3. Ener he follo2ing !#lues.
For he r#nsl#ions highligh he ne2 grou%ing #n) choose Goto
0ranslation from he menu.
Selec he rele!#n l#ngu#ges #n) m#in#in he r#nsl#ions ,#ccor)ing o he
he corres%on)ing ERP #ccoun grou%-.
5iel 6alue Co**ent
"rou%ing E0
Shor n#me ,E0- ERP Cusomer Choose # n#me in)ic#ing h# his grou%ing is
use) for he corres%on)ing ERP #ccoun grou%
Shor n#me ,DE- ERP ?un)e
Shor n#me ,ES- Cliene ERP
Shor n#me ,FR- Clien ERP
Shor n#me ,P4- Cliene ERP
Shor n#me ,=4- Cliene ERP
Shor n#me ,R>- ERP IJKLMN
Shor n#me ,GH-
ERP
Shor n#me ,4R- ERP MOPerisi
Shor n#me ,0<- ?l#n ERP
Shor n#me ,CS- GQ+#:nR+ ERP
Shor n#me ,P<- ?lien ERP
Shor n#me ,DA- ERP +un)e
Shor n#me ,F=- ERP$Asi#+#s
Shor n#me ,JA- ERP
Shor n#me ,0C- ERP ?un)e
Shor n#me ,S@- ERP ?un)
Descri%ion ,HE- STUVW ERP
Descri%ion ,?C-
ERP
Descri%ion ,H>- ERP OgyfXl
Descri%ion ,RC- Clien ERP
Descri%ion ,AR- 789:;<= ERP
0um1er r#nge Y0um1er r#ngeZ Choose one of he num1er r#nges you h#!e
cre#e) 1efore.
5iel 6alue Co**ent
E3ern#l Selece) E3ern#l num1er #ssignmen is reBuire).
A. Choose Enter1
=n.S)."r%ing Deselece)
E3.S) "r%ing Deselece)
9. Choose Sa.e (Ctrl+S).
Result
4he grou%ing h#s 1een successfully )efine) for e#ch num1er r#nge cre#e) in he #ci!iy
+efining ,um%er Ranges for CRM Business Partners &I).
$3$!$!$#$4 Creating &R" Reference Custo*er (S," &R")
+se
This activity is not vali an can /e s-ippe if:
$ you )on[ 2or+ 2ih consumers
$ # reference cusomer for consumer h#s #lre#)y 1een cre#e)
*usiness %#rners 2ih he cl#ssific#ion Consumer2 Persons #re )isri1ue) #s 1usiness
%#rner m#ser )## for consumers o he ERP sysem ,#s of rele#se A.&-. 4he s#les #re#
)## co%ie) from he reference 1usiness %#rner o he 1usiness %#rner m#ser recor)s for
consumers in he CRM is no )isri1ue) o he cusomer m#ser recor)s in he ECC sysem.
4he s#les #re# )## for consumers in he ERP sysem is )eermine) from he ERP reference
cusomer. For hese )## use #n e3ising #ccoun grou% you cre#e) #s cusomer m#ser
recor)s for consumers in he ERP sysem6 e.g. #ccoun grou% 0170.
Eou h#!e o cre#e # cusomer m#ser recor) h# c#n 1e use) #s reference cusomer. 4his
cusomer mus h#!e consisen s#les #re# )## for #ll s#les #re#s h# c#n 1e #ssigne) o #
consumer h# is cre#e) in he CRM sysem.
M#+e sure h# cusomer m#ser )## is m#in#ine) for he com1in#ions.
S#les org#ni:#ion6 )isri1uion ch#nnel
S#les org#ni:#ion6 )isri1uion ch#nnel6 )i!ision
Do no choose #n e3ising cusomer #s reference 1usiness %#rner.
4he reference cusomer )oesn[ h#!e o 1e # consumer himself. Cre#e he reference
cusomer #s Sol)$o P#ry.
"roceure
Transaction coe
XD01
S," &R" G+I *enu *ogistics *ogistics Execution Master +ata Partner
Customer Create 0otal
2. Cre#e # ne2 cusomer m#ser recor) #n) m#in#in #ll rele!#n )##. Eou c#n #lso co%y
his 1usiness %#rner from #n e3ising 1usiness %#rner 2here y%ic#l s#les #re# )## is
m#in#ine) #lre#)y.
Result
4he ERP reference cusomer h#s 1een cre#e).
$3$!$!$#$> ,ssigning Consu*er ' Reference Custo*er (S,"
&R")

=n or)er o #ssign one Cusomer o he reference cusomer6 you h#!e o m#in#in he
Com%#ny Co)e of he cusomer ,4r#ns#cion ;D02 in SAP ERP-.
+se
$ =f you )on[ 2or+ 2ih consumers ,E$Ser!ice scen#rios of SAP *es Pr#cices-
$ =f # reference cusomer for consumer is #lre#)y cre#e)
4here is only one reference cusomer in #n ERP clien. 4his reference cusomer is im%licily
#ssigne) he #ccoun grou% for consumers.
"roceure
Transaction coe
VD07
S," &R" G+I *enu *ogistics Sales and +istri%ution Master +ata Business
Partner Customer Assign Consumer 3 ref1 Customer
2. =n he fiel) Ref1 customer ener he 1usiness %#rner you h#!e cre#e) in he #ci!iy
Creating Business Partner for Reference Customer.
3. Choose Enter1
A. S#!e your enries.
Result
Eou h#!e #ssigne) consumer o he reference cusomer.
$3$!$!$#$? Mapping &R" ,ccount Groups to CRM
Classifications (S," &R")

+se
For e#ch of he ERP #ccoun grou%s you h#!e o )efine # m#%%ing o # CRM 1usiness
%#rner cl#ssific#ion #n) grou%ing. =n he CRM sysem6 he follo2ing 1usiness %#rner
cl#ssific#ions e3is.
/ SAP A" P#ge 1A of 9&
Cusomer
Consumer. Crg#ni:#ion
Consumer. Person
S#les Pros%ec
Com%eior
"roceure
1. Access he #ci!iy using he follo2ing n#!ig#ion o%ion.
S," &R" Transaction coe
PIDE
For e#ch #ccoun grou% you h#!e o s%ecify he cl#ssific#ion ,for e3#m%le Consumer-
#n) he grou%ing ,h# is6 num1er r#nges-.
2. =n he dialog structure choose R45CRM2 Assign Account Grp1 to BP Classification.
A. Ener he follo2ing !#lues.
5iel 6alue Co**ent
Accoun "rou% YAccoun "rou% =DZ Cre#e #n enry for e!ery ERP #ccoun
grou% e!en if no m#%%ing shoul) 1e
)efine) for his #ccoun grou%
0#me YShor n#me of
#ccoun grou%Z
Deermine) #uom#ic#lly
Cl#ssific#ion Y=D of he CRM
1usiness %#rner
cl#ssific#ionZ
Choose he rele!#n cl#ssific#ion o
2hich he #ccoun grou% shoul) 1e
#ssigne). <e#!e his fiel) em%y if no
#ssignmen is necess#ry6 i.e. 1usiness
%#rners of his #ccoun grou% )on[ h#!e
o 1e re%lic#e) o he CRM sysem.
4he #ccoun grou% for consumers ,e.g.
0170- h#s o 1e #ssigne) o he
cl#ssific#ion Consumer2 Person.
"rou%ing Y"rou%ing of he
CRM sysemZ
Choose he grou%ing h# 2#s cre#e) for
his cl#ssific#ion.
E3ern#l Selece) E3ern#l num1er #ssignmen is reBuire)
o m#+e sure h# he 1usiness %#rner
num1ers #re i)enic#l in ERP #n) CRM.
Mapping &1a*ple
,ccount
Group
0a*e Classification Grouping &1ternal
0001 Sol)$o %#ry Cusomer E0 Selece)
0002 "oo)s reci%ien Cusomer E0 Selece)
... ... ...
For SAP *es Pr#cices for CRM only # m#%%ing of #ccoun grou%s o
cl#ssific#ion Cusomer is reBuire).
Result
A m#%%ing o # CRM 1usiness %#rner cl#ssific#ion #n) grou%ing h#s 1een )efine) for e#ch
of he ERP #ccoun grou%s.
$3$!$!$3 Mapping )usiness "artner Master Data fro* CRM to
&R"

+se
4his se% is for he 1usiness %#rner e3ch#nge only fro* CRM to &R". =n he follo2ing
secion you %erform #ll necess#ry se%s o ge he 1usiness %#rners from he CRM ino he
ERP sysem.
"roceure
=n or)er o m#% he 1usiness %#rner m#ser )## from CRM o ERP you h#!e o run he
follo2ing #ci!iies.
1. Defining num1er r#nges for CRM 1usiness %#rners.
2. Defining CRM 1usiness %#rner grou%ings.
3. Cre#ing ERP 1usiness %#rner num1er r#nges.
A. Cre#ing ERP #ccoun grou%s.
9. M#%%ing CRM cl#ssific#ions o ERP #ccoun grou%s.
4he follo2ing #1le )escri1es #ll rele!#n elemens h# h#!e o 1e m#in#ine) for he
m#%%ing of CRM cl#ssific#ions o ERP #ccoun grou%s. = is #lso menione) # 2hich #ci!iy
he elemen is m#in#ine). = is recommen)e) o m#in#in his #1le o +ee% he o!er!ie2
2hen running he follo2ing #ci!iies.
CRM &R"
Classification Groupin
g
0u*/er
range
Interval 0u*/er
assign*ent
,ccoun
t group
0u*/er
range
Interval 0u*/er
assign*ent
Step > Step # Step ! Step ! Step ! Step 4@> Step 3 Step 3 Step 3
Cusomer C001 C1 0000100000
$
0000''''''
=nern#l
or
E3ern#l
G001 C1 0000100000
$
0000''''''
E3ern#l
....
For he #1o!e e3#m%le he m#%%ing runs #s follo2s.
1. A 1usiness %#rner 2ih cl#ssific#ion Customer #n) grou%ing C001 is cre#e) in he CRM
sysem.
2. 4he grou%ing C001 h#s he num1er r#nge #ssignmen C" #n) inern#l num1er
#ssignmen6 i.e. # num1er is #uom#ic#lly cre#e) from he iner!#l 0000"00000'
0000 for his 1usiness %#rner6 e.g. "00006.
/ SAP A" P#ge 1& of 9&
3. 4he 1usiness %#rner is re%lic#e) o he ERP sysem.
A. 4he cl#ssific#ion is #ssigne) o he #ccoun grou% 700" &sold'to part()1 4he num1er
r#nge C" 2ih he s#me iner!#l #s ERP num1er r#nge C" is #ssigne) o #ccoun grou%
700"1 4he CRM 1usiness %#rner h# is re%lic#e) from he CRM sysem o he ERP
sysem ges he CRM num1er 1ec#use e3ern#l num1er #ssignmen is chosen for he
ERP num1er r#nge.
Result
Eou h#!e %erforme) he m#%%ing necess#ry o e3ch#nge 1usiness %#rners from CRM o
ERP.
$3$!$!$3$! Defining 0u*/er Ranges for CRM )usiness
"artners (II) (S," CRM)

+se
For he 1usiness %#rners cre#e) in he CRM sysem you h#!e o )efine num1er r#nges. Eou
c#n )efine one num1er r#nge for #ll cl#ssific#ions or )efine for e3#m%le # se%#r#e num1er
r#nge for e#ch cl#ssific#ion.
"roceure
Transaction coe
BUCF
Groupings +efine ,um%er Ranges
3. Choose Insert *ine (F6) #n) ener he ne2 num1er r#nge. M#+e sure h# his iner!#l is
no use) in he ERP sysem for 1usiness %#rners.
Cre#e # le#s # num1er r#nge E9 for CRM cusomers #n) E& for CRM consumers ,E&
only if he E$Ser!ice scen#rio is use)-.
A. >se e3ern#l num1er #ssignmen for E9 #n) inern#l num1er #ssignmen for E&.
Result
0um1er r#nges h#!e 1een )efine) for he 1usiness %#rners cre#e) in he CRM sysem.
$3$!$!$3$# Defining CRM )usiness "artners Groupings (II)
(S," CRM)

+se
For e#ch num1er r#nge cre#e) in he #ci!iy +efining ,um%er Ranges for CRM Business
Partners &II) you h#!e o cre#e # grou%ing. 4his grou%ing h#s o 1e #ssigne) m#nu#lly or
#uom#ic#lly 2hen cre#ing # 1usiness %#rner. 4he 1usiness %#rner ges # num1er from he
num1er r#nge h# is #ssigne) o he grou%ing.
"roceure
Transaction coe
SPRO
Groupings +efine Grouping and Assign ,um%er Ranges
Cre#e # grou%ing for e#ch num1er r#nge iner!#l cre#e) in he #ci!iy +efining ,um%er
Ranges for CRM Business Partners1
For he r#nsl#ions highligh he ne2 grou%ing #n) choose Goto
5iel 6alue ! Co**ent
"rou%ing E9
Shor n#me ,E0- CRM Cusomer Choose # n#me in)ic#ing h# his grou%ing
is use) for he corres%on)ing ERP #ccoun
grou%
Shor n#me ,DE- CRM ?un)e
Shor n#me ,ES- Cliene CRM
Shor n#me ,FR- Clien CRM
Shor n#me ,P4- Cliene CRM
Shor n#me ,R>- CRM IJKLMN
Shor n#me ,GH-
CRM
Shor n#me ,4R- CRM MOPeri
Shor n#me ,0<- ?l#n CRM
Shor n#me ,=4- Cliene CRM
Shor n#me ,CS- GQ+#:nR+ CRM
Shor n#me ,P<- ?lien CRM
Shor n#me ,DA- CRM ?un)e
/ SAP A" P#ge 1H of 9&
Shor n#me ,F=- CRM$Asi#+#s
Shor n#me ,JA- CRM
Shor n#me ,0C- CRM ?un)e
Shor n#me ,S@- CRM ?un)
Shor n#me ,HE- STUW CRM
Shor n#me ,?C- CRM
Descri%ion ,H>- CRM OgyfXl
Descri%ion ,RC- Clien CRM
Descri%ion ,AR- 789:;<= CRM
0um1er r#nge E9 Choose one of he num1er r#nges you h#!e
cre#e) 1efore.
E3ern#l YFl#g for e3. no.
#ssignmenZ
Se #uom#ic#lly #ccor)ing o he selece)
num1er r#nge
A. Choose Enter1
=n.S)."r%ing Deselece) 4his fiel) h#s o 1e selece) only for he
grou%ing h# is use) for CRM Consumers
E3.S)."r%ing Selece)
Hi)e Deselece)
&. Cre#e #n #))iion#l enry for consumers if he E$Ser!ice scen#rio is use).
For #ny r#nsl#ions highligh he ne2 grou%ing #n) choose Goto
"rou%ing E&
Shor n#me ,E0- CRM Consumer Choose # n#me in)ic#ing h# his
grou%ing is use) for he corres%on)ing
ERP #ccoun grou%
Shor n#me ,DE- CRM ?onsumen
Shor n#me ,ES- Consumi)or CRM
Shor n#me ,FR- Consomm#eur CRM
Shor n#me ,P4- Consumi)or CRM
Shor n#me ,R>- CRM \]N^L_KNLJ`
Shor n#me ,GH- CRM
Shor n#me ,4R- CRM 4O+eici
Shor n#me ,0<- Consumen CRM
Shor n#me ,=4- Consum#ore CRM
Shor n#me ,CS- S%oae1iel CRM
/ SAP A" P#ge 1' of 9&
Shor n#me ,P<- C)1iorc# CRM
Shor n#me ,DA- CRM For1ruger
Shor n#me ,F=- CRM ?ulu#b#
Shor n#me ,JA- CRM
Shor n#me ,0C- CRM ?onsumen
Shor n#me ,S@- CRM ?onsumen
Shor n#me ,HE- cdef CRM
Shor n#me ,?C- CRM
Shor n#me ,H>- CRM Fogy#s:g
Shor n#me ,RC- CRM Consum#or
Shor n#me ,AR- ABCDEF<= CRM
=n.S)."r%ing Selece) 4his fiel) h#s o 1e selece) only for he
grou%ing h# is use) for CRM Consumers
E3.S)."r%ing Deselece)
Hi)e Deselece)
Result
A grou%ing h#s 1een cre#e) for e#ch num1er r#nge cre#e) in he #ci!iy +efining ,um%er
Ranges for CRM Business Partners &II)1
$3$!$!$3$3 Creating &R" )usiness "artner 0u*/er Ranges
(S," &R")

+se
For #ll num1er r#nges cre#e) in he CRM sysem #s )escri1e) in he #ci!iy +efining CRM
Business Partner ,um%er Ranges II you h#!e o )efine # corres%on)ing num1er r#nge in he
C<4P ERP. 4his is necess#ry o ensure h# 1usiness %#rners cre#e) in he CRM sysem
ge he s#me =D 2hen hey #re re%lic#e) o he C<4P ERP.
"roceure
Transaction coe
OVZC
S," &R" IMG *enu *ogistics ' General Business Partner Customers
Control +efine and Assign Customer ,um%er Ranges
2. Selec +efine ,um%er Ranges for Customer Master.
A. Choose Insert *ine (F6) #n) ener he num1er r#nge #ccor)ing o he CRM num1er
r#nge cre#e) in he #ci!iy Defining CRM *usiness P#rner 0um1er R#nges ==.
9. 4he Ext fl#g h#s o 1e selece).
&. Choose Sa.e (Ctrl+S).
Result
4he num1er r#nge h#s 1een )efines in he C<4P ERP for #ll num1er r#nges cre#e) in he
CRM sysem.
$3$!$!$3$4 Creating &R" ,ccount Groups (S," &R")

+se
=n or)er o m#% he CRM 1usiness %#rner cl#ssific#ions o ERP #ccoun grou%s for he
re%lic#ion of 1usiness %#rners from he CRM sysem o he ERP sysem you h#!e o )efine
# se%#r#e #ccoun grou% for e#ch cl#ssific#ion ,e3ce%ion. Consumer2 Person-
Eou c#n[ use he s#me #ccoun grou%s h# you h#!e chosen for he re%lic#ion from he
ERP sysem ino he CRM sysem6 1ec#use his 2oul) c#use inconsisencies. For e3#m%le.
Accoun grou% 000" is m#%%e) o cl#ssific#ion Customer for 1oh re%lic#ion )irecions ERP
CRM #n) CRM ERP. (hen 2o )ifferen cusomers #re cre#e) # he s#me ime in
ERP #n) CRM i is %ossi1le h# hey ge he s#me num1er. =n his c#se he re%lic#ion 2oul)
no 2or+ 1ec#use he cusomer num1er h# h#s o 1e cre#e) in he recei!ing sysem is
#lre#)y 1loc+e).
4hese #ccoun grou%s shoul) no 1e use) for cre#ing 1usiness %#rners in he
ERP sysem6 1ec#use 1usiness %#rners 1elonging o hese #ccoun grou%s #re
no re%lic#e) o he CRM sysem.
"roceure
Transaction coe
OVT0
Customers
2. Cre#e #n #ccoun grou% for he CRM cl#ssific#ion Cusomer. Cre#e he ne2 #ccoun
grou%s 1y co%ying from he origin#l #ccoun grou%. Selec he #ccoun grou% #n) choose
Cop( as8 (F6).
5iel 6alue Co**ent
Accoun grou% ,=D- Y=DZ Choose #n =D 1eginning 2ih hG[6 e.g. G001
for he co%y of #ccoun grou% 0001.
Accoun grou%
,0#me-
YShor n#meZ Choose # n#me in)ic#ing h# his #ccoun
grou% is use) for he m#%%ing of CRM
cl#ssific#ions6 e.g. CRM Customer for he
co%y of #ccoun grou% 0001.
0um1er r#nge Y0um1er r#nge
=DZ
Choose he num1er r#nge you h#!e cre#e)
in he #ci!iy Creating ERP %usiness partner
5iel 6alue Co**ent
num%er ranges for he cl#ssific#ion he
#ccoun grou% is )efine) for.
A. Choose Sa.e (Ctrl+S).
Result
An #ccoun grou% h#s 1een cre#e) for e#ch cl#ssific#ion.
$3$!$!$3$> Defining "artner 5unctions (S," &R")

+se
Afer cre#ing he ne2 #ccoun grou%s you h#!e o )efine he %#rner funcions #llo2e) for
his #ccoun grou%.
"roceure
Transaction coe
SPRO
S," &R" IMG *enu Sales and +istri%ution Basic $unctions Partner
+etermination Set 9p Partner +etermination
2. Selec Set 9p Partner +etermination for Customer Master
3. Choose Account Groups 3 $unction Assignment.
A. Choose ,e/ Entries (F5).
"artn$ 5unct$ ,ccount Grp
SP YAccoun "rou%Z
SH YAccoun "rou%Z
*P YAccoun "rou%Z
PE YAccoun "rou%Z
&. Disreg#r) he :arning #n) choose Enter 2ice.
Result
4he %#rner funcions h#!e 1een )efine) for he cre#e) #ccoun grou%s.
$3$!$!$3$? Mapping CRM Classifications to &R" ,ccount
Groups (S," &R")

+se
For e#ch of he CRM 1usiness %#rner cl#ssific#ions you h#!e o )efine # m#%%ing o #n
ERP #ccoun grou%. >se he ERP #ccoun grou%s you h#!e cre#e) in he #ci!iy Creating
ERP Account Groups1
"roceure
S," &R" Transaction coe
PIDE
For e#ch #ccoun grou% you h#!e o s%ecify he cl#ssific#ion ,for e3#m%le Consumer-
#n) he grou%ing ,h# is6 num1er r#nges-.
For SAP *es Pr#cices for CRM only 1usiness %#rners of cl#ssific#ion Consumer #n)
Cusomer #re re%lic#e) o he ERP sysem.
2. =n he )i#log srucure choose CRM$Z R452 Assign BP Classification to Account Grp.
3. Choose ,e/ entries (F5).
A. Ener he m#%%ing #ccor)ing o he follo2ing recommen)#ion.
#- Consumer.
4he 1usiness %#rner )## h# you cre#e in CRM #s consumers6 i is im%or#n o
+no2 2heher he 1usiness %#rners #re org#ni:#ions or %ersons.
Crg#ni:#ions #re )isri1ue) o he ERP sysem #s 1usiness %#rner m#ser )##
for cusomers6 #n) no for consumers. 4hus6 he s#les #re# )## h# 2#s co%ie)
from he reference 1usiness %#rner o 1usiness %#rner m#ser recor)s for
consumers in CRM is )isri1ue) o cusomer m#ser recor)s in he ERP sysem.
Cre#e #n #ccoun grou% in he ERP sysem s%ecific#lly for 1usiness %#rner
m#ser recor)s 2ih he cl#ssific#ion Consumer2 #rgani!ation of he CRM
sysem. Do no use #n e3ising #ccoun grou% h# you cre#e) in he ERP
sysem for cusomer m#ser recor)s for consumers.
Persons #re )isri1ue) #s 1usiness %#rner m#ser )## for consumers o he
SAP sysem ,#s of R73 rele#se A.&-. 4he s#les #re# )## co%ie) from he
reference 1usiness %#rner o he 1usiness %#rner m#ser recor)s for consumers
in he CRM is no )isri1ue) o he cusomer m#ser recor)s in he ERP sysem.
4he s#les #re# )## for consumers in he ERP sysem is )eermine) from he
reference cusomer. For hese )## use #n e3ising #ccoun grou% you cre#e) #s
cusomer m#ser recor)s for consumers in he ERP sysem.
1- Cusomer
Assign he #ccoun grou% h# is rele!#n in he ERP sysem for cusomers. 4his is
#lso #ssigne) 2hen he 1usiness %#rner is #))iion#lly cl#ssifie) #s # prospecti.e
customer #n) # competitor in he CRM sysem.
Mapping &1a*ple
CRM Classification &R" ,ccount Group
Cusomer Co%y of 0001 ,sol)$o %#ry-
Result
4he CRM cl#ssific#ions #re no2 m#%%e) o he ERP #ccoun grou%s.
$3$!$!$4 SynchroniGing 5iel Settings for )usiness "artners
(S," &R")

+se
=n or)er o re%lic#e 1usiness %#rners from he ERP o he CRM sysem #n) !ice !ers# you
h#!e o synchroni:e he fiel) seings for 1usiness %#rner6 i.e. if # m#ser )## recor) fiel) in
he recei!ing sysem h#s he seing Re;uired Entr( #n u%lo#) is only successful if his fiel)
m#in#ine) in he m#ser )## recor) of he sen)ing sysem.
4o #!oi) re%lic#ing %ro1lems he reBuire) enries of he m#ser )## recor)s h#!e o 1e
i)enic#l.
"roceure
Transaction coe
OVT0
Customers
2. Choose #n #ccoun grou% h# is rele!#n for he m#%%ing.
3. Choose +etails (F2).
A. Dou1le$clic+ on he e3 General data in he screen #re# $ield status.
9. Dou1le$clic+ on e#ch of he )ifferen enries in he Select Group #re#6 for e3#m%le6
Address. 4he corres%on)ing fiel) lis is )is%l#ye).
&. Re%e# hese se%s for #ll fiel) s#us #re#s ,Com%#ny co)e )##6 S#les )##-.
7. S#!e your ch#nges.
Result
4he fiel) seings for 1usiness %#rner h#s 1een synchroni:e).
$3$!$!$> Configuring 5iel ,ttri/utes per )" Role
+se
=n his #ci!iy you c#n configure he fiel) #ri1ues %er *P Role.
"roceure
Transaction coe
SPRO
Business Partner Basic Settings $ield Groupings
Configure $ield Attri%utes per BP Role
2. Choose he 1usiness %#rner roles h# corres%on) o he #ccoun grou% #n) chec+ if he
reBuire) enries #re i)enic#l.
=n or)er o chec+ if he re%lic#ion of 1usiness %#rners 2or+s in gener#l 2ihou
reg#r)ing %ro1lems c#use) 1y incom%lee m#ser recor) fiel)s you c#n se #ll
fiel)s for he rele!#n #ccoun grou%s o s#us #ptional. Afer # successful es
re%lic#ion for # single 1usiness %#rner you h#!e o rese hese fiel)s o s#us
Re;uired in or)er o #!oi) )## inconsisencies.
Result
4he fiel) #ri1ues h#!e 1een configure).
$3$!$!$? Replicating &R" Reference Custo*er (S," CRM)

+se
=n or)er o m#+e sure h# he s#les #re# )## of # CRM consumer is i)enic#l in he CRM
sysem #n) he ERP sysem you c#n )o2nlo#) he ERP reference cusomer o he CRM
sysem #n) use him #s CRM reference 1usiness %#rner.
4he re%lic#ion of he reference cusomer is only rele!#n o he ERP sysem
rele#se A.9 or higher.
Eou c#n )irecly re%lic#e he reference 1usiness cusomer ou of he reference
cusomer r#ns#cion in CRM.
"roceure
Transaction coe CRMCi*>PAiCC0S>M
S," CRM IMG *enu Customer Relations-ip Management Master +ata
Business Partner Basic Settings Maintain Reference
Business Partner for Consumers
2. From he menu6 choose En.ironment #n) Initial +o/nload Reference Customer1 4he
Reference *usiness P#rner for consumers is )o2nlo#)e) from he ERP Sysem #n) is
insere) in he Reference *usiness P#rner fiel).
3. Choose Edit.
A. <ogon 2ih # user h#!ing SA<ESPRC *usiness Role.
4o #ssign he SA<ESPRC 1usiness role o your user6
#ccess SAP">= menu S(stem 9ser profile #/n data.
4hen6 in #1 Parameters6 #)) P#r#meer =D CRM<9I<PR#$I*E 2ih !#lue
SA*ESPR#.
9. Choose S/itc- %et/een +ispla( #n) C-ange (F6).
&. =n Assignmen *loc+ Roles6 choose Edit *ist1 A)) role Account o he lis.
7. =n Assignmen 1loc+ Sales Area +ata = i)enify he rele!#n s#les #re# #n) choose he
E)i icon on he lef si)e of he line.
H. Cn #1 Billing6 m#in#in !#lues # le#s for he fiel)s Cust1Pric1Procedure #n) Currenc(1
'. Choose Back.
10. Choose Sa.e.
Result
4he ERP reference cusomer h#s 1een )o2nlo#)e) o he CRM sysem.
$3$!$!$H Selecting Custo*ers for Replication (optional) (S,"
CRM)

+se
Eou h#!e o selec he cusomers for he re%lic#ion in SAP CRM.
"roceure
Transaction coe
R3AC1
S," CRM G+I *enu Arc-itecture and 0ec-nolog( Middle/are +ata
Exc-ange #%>ect Management Business #%>ects
2. 4o se he filer for he 1usiness o1bec C>S4CMERiMA=06 clic+ on he filer sym1ol.
3. "o o he #1 $ilter Settings.
A. =n he fiel) Source Site ,ame6 choose he sie source of your )## ,norm#lly C<4P-.
9. M#+e sure h# you #re in ch#nge mo)e. Choose +ispla( '? C-ange (Ctrl+F1).
&. Choose he rele!#n )## for your filer seings6 for e3#m%le you c#n s%ecify he cusomer
num1ers for re%lic#ion.
7. Ener he follo2ing )##.
Ta/le@Structure 5iel 2" 3oI Jigh Incl$@&1cl$
?0A1 ?>00R *4 Y<o2 num1erZ YHigh num1erZ =nclusi!e )efine)
se7#rr#y
H. Choose Sa.e (Ctrl+S)
'. Choose ,o to all on he firs )i#log 1o3.
10. Choose Continue ,Enter- on he secon) )i#log 1o3..
11. Choose Back.
=f you s%ecify filer crieri# #n) ener !#lues ino numeric fiel)s o n#rro2 he
r#nge of o1becs o 1e )o2nlo#)e)6 m#+e sure you #)) le#)ing :eros o he !#lue
unil he full lengh of he ERP )##1#se #1le fiel) is re#che).
&1a*ple:
Cusomer num1er ?0A1.?>00R reBuires 10 )igis ,00000&99A3-
M#eri#l num1er MARA.MA40R reBuires 1H )igis ,0000000000100000A0-. 4he
m#eri#l num1er mus h#!e he s#me form# #s in he ERP sysemj chec+
)##1#se enries ,4#1le MARA- 2ih r#ns#cion co)e SE17.
4his is )ue o )ifferences in fiel) lenghs 1e2een he CRM sysem #n) he ERP
1#c+$en) sysem. Do no #+e ino #ccoun he fiel) lengh of he CRM sysem.
Result
4he cusomers h#!e 1een selece) for he re%lic#ion.
$3$!$!$K Replicating Custo*ers (S," CRM)
+se
4his se% )escri1es ho2 o re%lic#e cusomers in SAP CRM.
"roceure
1. 4o re%lic#e he cusomers6 eiher #s s%ecifie) in he filer or #ll cusomers6 ino he CRM
sysem6 #ccess he #ci!iy using one of he follo2ing n#!ig#ion o%ions.
Transaction coe
R3AS
Exc-ange Initial *oad Start
2. =n he *oad #%>ect fiel)6 ener C9S0#MER<MAI,.
3. =n he Source Site &Sender) fiel) ener #*0P #n) in he +estination Site &Recei.er) fiel)
ener CRM.
A. 4o run he re%lic#ion6 choose Execute (F).
9. Confirm he ne3 screen mess#ge 1y choosing Continue (Enter).
Result
4he re%lic#ion of he cusomers h#s 1een successfully e3ecue).
$3$!$!$L Monitoring Replication Status (S," CRM)
+se
Eou h#!e o monior he re%lic#ion s#us in SAP CRM.
"roceure
Transaction coe
R3AM1
Exc-ange Initial *oad Monitor #%>ects
2. =n he #%>ect ,ame fiel)6 ener he )o2nlo#)e) o1bec ,i.e. C>S4CMERiMA=0- o ge he
)o2nlo#) s#us of his o1bec. Eou c#n #lso m#+e no enry o ge he s#us of #ll
)o2nlo#)e) o1becs.
3. Choose Execute (F).
A. 4he re%lic#ion is com%lee if #ll o1becs h#!e he s#us +one.
=n c#se of %ro1lems )uring re%lic#ion
$ C#ll r#ns#cion SM(P ,Mi))le2#re Por#l- #n) se#rch for error s#es in he
#re# Runtime Information.
$ Refer o secion 0ips and 0ricks for t-e Replication Process of his gui)e.
Result
4he monioring h#s 1een e3ecue).
$3$!$!$!0 Chec-ing )usiness "artners (S," CRM)
+se
=n his #ci!iy you c#n chec+ he 1usiness %#rners in SAP CRM.
"rere%uisites
=n he 1usiness %#rner m#inen#nce of he CRM sysem6 m#+e sure h# he 1usiness %#rner
h#s # corres%on)ing enry in he Sales Area of he s#les6 )isri1uion6 #n) in!oicing )##.
"roceure
S," CRM Me/Client *enu Master Data Accounts
2. Ener he Accoun =D of your 1usiness %#rner in he Searc- Criteria fiel) Account I+ is.
3. =n Searc- Criteria fiel) Role6 choose he Role Sold'to Part(.
A. =n he #re# !ie2 Result *ist )ou1le$clic+ on he 1usiness %#rner ,ame1
9. 4hen scroll )o2n o he !ie2 #re# Sales Area +ata1 4his !ie2 #re# migh 1e hi))en.
Chec+ h# he S#les Are# h#s 1een correcly cre#e).
Result
4he chec+ing h#s 1een e3ecue).
3$!$# Replicating Contact "ersons
$3$!$#$! Replicating Contact "ersons (S," CRM)

+se
=n his #ci!iy you c#n re%lic#e he con#c %ersons in SAP CRM.
"rere%uisites
4he re%lic#ion of he cusomers h#s o 1e finishe) successfully.
"roceure
4o re%lic#e he con#c %ersons ino he CRM sysem6 c#rry ou hese se%s.
Transaction coe
R3AS
2. =n he *oad #%>ect fiel)6 ener C9S0#MER<RE*.
ener CRM.
All con#c %ersons for 2hom he corres%on)ing 1usiness %#rners #re no
#!#il#1le in CRM #re #uom#ic#lly omie).
Result
4he re%lic#ion h#s 1een )one.
$3$!$#$# Monitoring Replication Status (S," CRM)
+se
(ih his #ci!iy you c#n monior he re%lic#ion s#us in SAP CRM.
"roceure
Transaction coe
R3AM1
2. =n he #%>ect ,ame fiel)6 ener he )o2nlo#)e) o1bec ,i.e. C>S4CMERiRE<- o ge he
)o2nlo#) s#us of his o1bec. Eou c#n #lso m#+e no enry o ge he s#us of #ll
)o2nlo#)e) o1becs.
Result
4he re%lic#ion is com%lee if #ll o1becs h#!e he s#us +one1
=n c#se of %ro1lems )uring re%lic#ion6 c#ll r#ns#cion SM(P ,Mi))le2#re
Por#l- #n) se#rch for error s#es in he #re# Runtime Information.
For # )e#ile) error h#n)ling see secion 0ips and 0ricks for t-e Replication
Process # he en) of his gui)e.
$3$!$#$3 Chec-ing Co*pleteness of Replication (S," CRM)
+se
4his #ci!iy )escri1es ho2 o chec+ he com%leeness of he re%lic#ion in SAP CRM.
"roceure
4o chec+ he com%leeness of he con#c %erson re%lic#ion6 c#rry ou hese se%s.
Transaction coe
SE1
S," CRM G+I *enu Arc-itecture and 0ec-nolog( ABAP :ork%enc-
#.er.ie/ +ata Bro/ser
2. Ener B900@0 in he fiel) 0a%le ,ame.
3. Choose 0a%le Contents (Enter).
A. Com%#re he num1er of enries 2ih he Rel#ionshi% C#egory !#lue B9R00" Contact
Person Rel1s-ip 2ih he num1er of enries in he ERP #1le ?0@?.
4he num1er of enries shoul) 1e i)enic#l. Ple#se noe h# #ll con#c %ersons for 2hich
he corres%on)ing 1usiness %#rner isn[ #!#il#1le in he CRM sysem #re no re%lic#e)6
i.e. you h#!e o se # filer in he #1les 2hich is i)enic#l 2ih he filer use) for he
)o2nlo#) of cusomers.
Result
Eou h#!e chec+e) he com%leeness of he re%lic#ion in SAP CRM.
3$!$3 Replicating Custo*er Jierarchy (2ptional)

+se
Eou c#n m#ch he cusomer hier#rchy in he ERP 1#c+ en) o he 1usiness %#rner grou% in
he CRM sysem.
$3$!$3$! Replicating Custo*er Jierarchy Custo*iGing
+se
4he cusomi:ing seings for he cusomer hier#rchy h#!e o 1e )o2nlo#)e).
"roceure
Transaction coe
R3AS
2. =n he *oad #%>ect fiel)6 ener he o1bec +,*<C9S0<0AI0.
ener CRM.
Someimes6 2hen he hier#rchy is !ery 1ig6 # imeou m#y occur )uring re%lic#ion.
4his %ro1lem m#y 1e #!oi)e) !i# # %ro%er seing of he imeou !#lue in he Sysem
Profile. De#ils c#n 1e foun) in CSS noe 922H19.
Result
Eou h#!e successfully )o2nlo#)e) he cusomi:ing seings for he cusomer hier#rchy.
$3$!$3$# Monitoring Replication Status (S," CRM)
+se
4his se% )escri1es ho2 o monior he re%lic#ion s#us in SAP CRM.
"roceure
Transaction coe
R3AM1
2. =n he #%>ect ,ame fiel)6 ener he )o2nlo#)e) o1bec o ge he )o2nlo#) s#us of his
o1bec. Eou c#n #lso m#+e no enry o ge he s#us of #ll )o2nlo#)e) o1becs.
Result
Por#l- #n) se#rch for error s#us in he #re# Runtime Information.
$3$!$3$3 ,ssign &R" Custo*er Jierarchy to CRM Jierarchy
Category
+se
4he ERP cusomer hier#rchy c#egories h#!e o 1e m#%%e) o he CRM #ccoun hier#rchies.
"roceure
Transaction coe
SPRO
Business Partner Account Aierarc-( +ata Exc-ange of
ERP Customer Aierarc-ies /it- t-e CRM S(stem Assign
ERP Customer Aierarc-( 0(pe to CRM Aierarc-( Categor(
3. Selec he R73 Hier#rchy 4y%e A &Standard Aierarc-() #n) he CRM Hier#rchy C#. 0"
&Pricing).
Result
Eou h#!e #ssigne) he ERP cusomer hier#rchy c#egories o he CRM #ccouns hier#rchies.
$3$!$3$4 Replicating Custo*er Jierarchy
+se
4he SAP ERP #1le ?0@H ,cusomer hier#rchies- h#s o 1e )o2nlo#)e) o SAP CRM.
"roceure
Transaction coe
R3AS
2. =n he *oad #%>ect fiel)6 ener he o1bec +,*<B9PA<B,CA.
ener CRM.
Result
Eou h#!e )o2nlo#)e) he SAP ERP #1le ?0@H ,cusomer hier#rchies- o SAP CRM.
$3$!$3$> Monitoring Replication Status (S," CRM)
+se
"roceure
Transaction coe
R3AM1
Result
Por#l- #n) se#rch for error s#us in he #re# Runtime Information.
$3$!$3$? Create ,ccount Jierarchy
+se
4he SAP CRM #ccoun hier#rchy h#s o 1e cre#e) 1#se) on he )o2nlo#)e) SAP ERP
cusomer hier#rchy.
"roceure
1. Afer h#!ing m#%%e) he hier#rchies %erform he follo2ing se%s for he )o2nlo#).
Transaction coe
BP!"D#$
2. Cn he screen Business Partner Group Aierarc-(2 Initial +o/nload selec he chec+1o3 in
he column +o/nload for your m#%%ing scen#rio #n) selec he R73 S#les Are#s
choosing he 1uon R45 Sales Areas.
3. Choose Execute (F).
A. Chec+ he log file for errors.
Result
4he cusomer hier#rchy h#s 1een cre#e).
4he )el# )o2nlo#) for he ERP cusomer hier#rchy h#s 1een #ci!#e) #ci!e #uom#ic#lly.
All )## ch#nge) in he ERP sysem is )el# )o2nlo#)e) o CRM. 4he cusomer hier#rchy is
1uil #s # hier#rchy ree of he c#egory Pricing 2ih he )escri%ion R45'CRM'0".
ConseBuences.
Eou c#n )is%l#y6 1u no m#in#in his ree in CRM.
Eou c#n no longer cre#e rees 2ih he c#egory pricing.
4his 2#y i is ensure) h# %ricing 1#se) on he cusomer hier#rchy #n) he *P grou%
hier#rchy 2ill h#!e he s#me resul in 1oh he ERP sysem #s 2ell #s in CRM.
3$!$4 Replicating Materials

+se
4he follo2ing #ci!iies #re reBuire) o re%lic#e he %ro)uc seings o he CRM sysem.
Chec+ing M#eri#l
Defining 0um1er R#nges for M#eri#ls
Defining =em C#egory "rou%s
Selecing M#eri#ls for Re%lic#ion
Re%lic#ing M#eri#ls
Monioring Re%lic#ion S#us
$3$!$4$! Chec-ing Material (S," &R")
+se
=n his se% you chec+ 2heher he m#eri#l m#ser h# you 2#n o sell in your CRM sysem
is in he corres%on)ing s#les #re# in he ERP sysem.
"roceure
Access he #ci!iy using one of he follo2ing n#!ig#ion o%ions.
Transaction coe
MM03
S," &R" G+I *enu *ogistics Materials Management Material Master
Material +ispla( +ispla( Current
Result
Eou h#!e chec+e) he #!#il#1iliy of he m#eri#l o 1e sol) on he corres%on)inf s#les #re# in
he ERP sysem.
$3$!$4$# Defining Ite* Category Groups

+se
4he iem c#egories of he ERP 1#c+ en) h#!e o 1e cre#e) in he s#me 2#y in he CRM
sysem.
$3$!$4$#$! Chec-ing Ite* Category Groups (S," &R")
+se
=n his se% you c#n chec+ he iem c#egory grou%s in SAP ERP.
"roceure
Transaction coe
SPRO
S," &R" IMG *enu Sales and +istri%ution Sales Sales +ocuments
Sales +ocument Item +efine Item Categor( Groups
2. Co%y he rele!#n iem c#egories h# you 2#n o use in he CRM sysem.
Result
4he rele!#n iem c#egories h#!e 1een co%ie).
$3$!$4$#$# Copying Ite* Category Groups (S," CRM)
+se
4he iem c#egory grou%s in SAP CRM h#!e o 1e co%ie).
"roceure
4o cre#e he iem c#egory grou%s in he CRM sysem6 c#rry ou hese se%s.
Transaction coe
SPRO
S," CRM IMG *enu Customer Relations-ip Management 0ransactions
Basic Settings +efine Item Categor( Group
2. Cn he Item Categor( Group screen choose ,e/ Entries (F5).
3. P#se he rele!#n iem c#egory grou%s of he ERP 1#c+ en).
4here #re iem c#egory grou%s in he CRM sysem inii#lly. (hen co%ying
#lre#)y e3ising iem c#egory grou%s from he ERP sysem you ge #n error
mess#ge )uring s#!ing in he CRM sysem. =n his c#se you h#!e o choose Skip.
=f you co%y iem c#egory grou%s from he ERP sysem h# #re no in he
cusomer n#mes%#ce you 2ill recei!e # 2#rning mess#ge. Confirm his mess#ge
2ih Enter if his iem c#egory is re#lly reBuire) in he CRM sysem.
Result
Eou h#!e successfully co%ie) he iem c#egory grou%s.
$3$!$4$3 Selecting Materials for Replication (S," CRM)

+se
4his #ci!iy )escri1es ho2 o selec he m#eri#ls for he re%lic#ion in SAP CRM.
"roceure
Transaction coe
R3AC1
2. Se he filer for he #)#%er o1bec MA0ERIA* 1y clic+ing on he filer sym1ol.
3. M#+e sure h# you #re in ch#nge mo)e. Choose +ispla( '? C-ange &CtrlD$")1
A. =n he fiel) Source Site ,ame choose #*0P.
9. S%ecify he m#eri#l num1ers for re%lic#ion6 for e3#m%le 1y selecing #1le MARA #n)
fiel) MA0,R.
&. Ener he follo2ing )##.
MARA MA40R Ek Y<o2 num1erZ =nclusi!e )efine)
se7#rr#y
Ener # )isinc line for e!ery m#eri#l lise) in he Del# "ui)e.
7. S%ecify he counries o re%lic#e #3 inform#ion for #1le M*A, #n) fiel) A*A,+.
M<A0 A<A0D Ek Y<o2 num1erZ =nclusi!e )efine)
se7#rr#y
Ener # )isinc line for e!ery counry lise) in he Del# "ui)e.
H. Choose Sa.e &CtrlDS)1
'. Choose ,o to all on he firs )i#log 1o3.
10. Choose Continue (Enter)on he secon) )i#log 1o3.
11. Choose $ilter S(nc1
12. Choose Continue (Enter) on he )i#log 1o3.
=f you s%ecify filer crieri# #n) ener !#lues ino numeric fiel)s o n#rro2 he
r#nge of o1becs o 1e )o2nlo#)e)6 m#+e sure you #)) le#)ing :eros o he !#lue
unil he full lengh of he ERP )##1#se #1le fiel) is re#che).
M#eri#l num1er MARA.MA40R reBuires 1H )igis ,0000000000100000A0-. 4he
m#eri#l num1er mus h#!e he s#me form# #s in he ERP sysem6 chec+
)##1#se enries 2ih r#ns#cion co)e SE17.
For more )e#ils refer o secion +efining $ilters for #%>ects of his gui)e.
Result
4he m#eri#ls h#!e 1een selece).
$3$!$4$4 Replicating Materials (S," CRM)
+se
Eou c#n use his #ci!iy o re%lic#e he m#eri#ls in SAP CRM.
"roceure
Transaction coe
R3AS
2. =n he *oad #%>ect fiel)6 ener MA0ERIA*.
ener CRM.
Result
4he re%lic#ion h#s 1een successfully )one.
$3$!$4$> Monitoring Replication Status (S," CRM)
+se
"roceure
Transaction coe
R3AM1
Result
=n c#se of %ro1lems )uring re%lic#ion6 c#ll r#ns#cion SM:P ,Mi))le2#re
$3$!$4$? Chec-ing Materials (S," CRM)
+se
Eou h#!e o chec+ he m#eri#ls in SAP CRM.
"rere%uisites
=n he %ro)uc m#inen#nce of he CRM sysem6 m#+e sure h# he %ro)uc h#s enries for
S#les #n) Disri1uion.
"roceure
S," CRM Me/Client *enu Master Data Products
2. Ener he Product I+ of one of your re%lic#e) %ro)ucs from ERP o CRM.
3. Choose # %ro)uc in he Result *ist !ie2 #re# #n) chec+ he fiel)s in he !ie2 #re#s
Product +etails= Categories for com%leeness.
Result
3$!$> Replicating Conitions
4his ch#%er )escri1es he =nii#l <o#) of Con)iion Cusomi:ing D## #n) Con)iion M#ser
D## for s%ecific %ricing %roce)ures.
(hen using SAP *es Pr#cices for CRM he s#les or)er %rocessing ,Buo#ion6 s#les or)er-
#+es %l#ce in he ERP sysem only.
For he *es Pr#cices scen#rio C%%oruniy M#n#gemen only # 1#sic %ricing )eermin#ion
using he m#eri#l %rice is #%%lie).
4herefore # ne2 Pricing Proce)ure E00001 2ih one Con)iion 4y%e ,PR00-6 one Access
SeBuence ,PR02- #n) he hree Con)iion 4#1les A30A ,M#eri#l-6 A309 ,Cusomer7M#eri#l-
#n) A30& ,C#egory7Currency7M#eri#l- 2ill 1e cre#e) in he ERP sysem6 )o2nlo#)e) o he
CRM sysem #n) #ssigne) o he %ricing %roce)ure )eermin#ion for o%%oruniies.
4he cre#ion #n) )o2nlo#) is )escri1e) in his *uil)ing *loc+. 4he #ssignmen #+es %l#ces
in he *uil)ing *loc+ CRM Central Master +ata.
For he *es Pr#cices ser!ice scen#rios # %ricing %roce)ure is nee)e) o c#lcul#e he %ricing
for ser!ices. =n or)er o m#+e sure h# he %ricing in ERP #n) CRM is synchroni:e) #n
e3ising ERP %ricing %roce)ure h#s o 1e )o2nlo#)e) from ERP o CRM #n) #ssigne) o he
%ricing %roce)ure )eermin#ion for ser!ices.
4he )o2nlo#) is )escri1e) in his *uil)ing *loc+. 4he #ssignmen #+es %l#ces in he *uil)ing
*loc+ CRM Ser.ice.
$3$!$>$! Creating "ricing "roceures (S," &R")

+se
=n or)er o re%lic#e con)iion cusomi:ing )## #n) con)iion m#ser )## you h#!e o m#+e
sure h# he follo2ing #ci!iies6 cre#ing 2o ne2 cusomer %ricing %roce)ures6 h#!e 1een
e3ecue) in ERP.
"roceure
Transaction coe
SPRO
S," &R" IMG *enu Sales and +istri%ution Basic $unctions Pricing
Pricing Control +efine And Assign Pricing Procedures
2. Choose Maintain pricing procedures.
3. Choose ,e/ Entries (F5) and cre#e he ne2 %ricing %roce)ure Y00001 Best Practices2
CRM Pricing1
A. Choose Enter.
9. Selec he ne2ly cre#e) %ricing %roce)ure #n) choose Control data in he lef$h#n)
Di#log Srucure.
&. Choose ,e/ entries (F5) #n) ener he con)iion y%e PR00 &Price) in he column C0(p6
he !#lue 6 &Item /it- pricing) in column Re;t #n) he !#lue ER*&Re.enue) in he column
AccBe(1
H. Selec #n) highligh s#n)#r) %ricing %roce)ure ,see )el# gui)e- #n) choose Cop( As8
(F6).
'. M#in#in he ne2 %ricing %roce)ure Y00002 Best Practices2 Ser.1 Pricing #n) %ress
E04ER.
10. Choose cop( all #n) confirm #ll sysem mess#ges.
11. Selec he ne2ly cre#e) %ricing %roce)ure #n) choose Control data in he lef$h#n)
Di#log Srucure.
12. For con)iion y%e ,C4y%- PR00 ,Price- )eselec he chec+1o3 fl#g in column Re;uired.
13. S#!e your enries #n) selec # cusomi:ing reBues if reBuire).
4o ensure h# he su1o#lsV )escri%ions of he ne2 %ricing %roce)ures #re
r#nsl#e) in your rele!#n l#ngu#ge6 highligh he su1o#l enry in he %ricing
%roce)ureVs conrol )## !ie2 #n) choose he follo2ing menu %#h.
Goto l 0ranslation
Result
Pricing %roce)ure E0000" 2ill 1e use) for he scen#rio #pportunit( Management.
Pricing %roce)ure E00006 2ill 1e use) for he scen#rio Ser.ice #rder Management.
$3$!$>$# Deter*ine &R" Sales "ricing "roceure
+se
=)enify he ERP %ricing %roce)ure 2hich is use) for %rice )eermin#ion in ERP s#les or)er
%rocessing. 4his %ricing %roce)ure h#s o 1e )o2nlo#)e) from he ERP o he CRM sysem.
"roceure
Transaction coe
SPRO
S," &R" IMG *enu Sales and +istri%ution Basic $unctions Pricing
Pricing Control +efine And Assign Pricing Procedures
2. Choose +efine Pricing Procedure +etermination.
3. 0oe )o2n he %ricing %roce)ure 2hich is #ssigne) o he com1in#ion of S#les
Crg#ni:#ion6 Disri1uion Ch#nnel #n) Di!ision h# h#s 1een use) for he ERP
org#ni:#ion#l mo)el inegr#ion in *uil)ing *loc+ C0" CRM #rgani!ational Model1 =n his
*uil)ing *loc+ he !#lues for S#les Crg#ni:#ion6 Disri1uion Ch#nnel #n) Di!ision #re
gi!en.
=n c#se se!er#l %ricing %roce)ure enries e3is for his s#les #re# choose he one 2ih
Documen Pricing Proce)ure A.
Result
Eou h#!e successfully )eermin#e) he ERP s#les %ricing %roce)ure.
$3$!$>$3 Replicating Conitions (S," CRM)
$3$!$>$3$! Setting 5ilter for Conition Custo*iGing 2/Nect

+se
4he inii#l lo#) of he con)iion cusomi:ing o1bec is %erforme) 1efore he inii#l lo#) of he
con)iion m#ser )## o1becs #n) #fer he inii#l lo#) of 1usiness %#rner m#ser )## #n)
m#eri#l m#ser )## h#s 1een %erforme).
Ple#se see SAP noe AHA073 for inform#ion #1ou cross$clien #n) clien$s%ecific
cusomi:ing #1les.
$3$!$>$3$# Selecting Conition Custo*iGing for Replication
(S," CRM)
+se
An im%or#n %rereBuisie o he successful inii#l )o2nlo#) of con)iion cusomi:ing is h# #ll
he necess#ry filer seings #re in %l#ce. (ihou using # filer all cusomi:ing o1becs6 i.e.
%ricing %roce)ures ec. #re re%lic#e).
For he s%ecific SAP *es Pr#cices use c#se only he )o2nlo#) of 2 %ricing %roce)ures 2ih
#ssigne) con)iion y%es #n) #ccess seBuences is reBuire).
For h# re#son i 2oul) 1e # goo) option no o use o1bec D0<iC>S4iC0DA<< for he
)o2nlo#) of con)iion cusomi:ing 1u o cre#e #noher o1bec ,for e3#m%le
ED0<iC>S4C0DA<<- #n) o se u% he filers #ccor)ing your 1usiness nee)s.
(hen cre#ing # ne2 con)iion cusomi:ing )o2nlo#) o1bec ,e.g.6
ED0<iC>S4C0DA<<- you shoul) 2or+ ogeher 2ih #n ERP SD consul#n 2ih
%rofoun) %ricing +no2le)ge o )efine he #1les #n) filer seings 1eing use).
Cher2ise use o1bec D0<iC>S4iC0DA<< o )o2nlo#) #ll cusomi:ing o1becs.
4o ge he gross !#lue )is%l#ye) in CRM s#les )ocumens6 %le#se see SAP 0oe
3A00''.
=n c#se you 2oul) li+e o run #noher con)iion cusomi:ing )o2nlo#) in #n #))iion#l CRM
clien i is recommen)e) o use ,co%ies of- he )o2nlo#) o1becs D0<iC>S4iPRC #n)
D0<iC>S4iC0DiPR 2ih filers inse#) of D0<iC>S4iC0DA<< 1ec#use
D0<iC>S4iC0DiA<< com%rises clien in)e%en)en #n) clien )e%en)en cusomi:ing
2here#s he oher 2o o1becs #re resrice) o clien s%ecific cusomi:ing.
"roceure
Transaction coe R3AC9
Exc-ange #%>ect Management Condition #%>ects
/ SAP A" P#ge A0 of 9&
2. Choose Create in he ch#nge mo)e.
3. =f you 2#n o cre#e # ne2 con)iion cusomi:ing )o2nlo#) o1bec ,e.g.6
ED0<iC>S4C0DA<<- choose Create #%>ect1 M#+e sure h# you ener e3#cly he s#me
inform#ion for he ne2 o1bec #s you h#!e for D0<iC>S4iC0DA<<.
9. 4he follo2ing #1le c#n 1e use) #s #n orien#ion for )efining #1le filer seings 2ihin
he ne2ly cre#e) )o2nlo#) o1bec. Accor)ing o your s%ecific )## some seings m#y
h#!e o 1e #)#%e).
Ta/le 5ilter settings
M04C04 0o nee)e).
4&H1 >sing fiel) %OTAB ener only hose con)iion
#1les #ccesse) 1y con)iion y%es from he
%ricing %roce)ures h# you #re going o
)o2nlo#) o he CRM sysem.
4&H14 >sing fiel) %OTAB#R ener only hose
con)iion #1les #ccesse) 1y con)iion y%es
from he %ricing %roce)ures h# you #re
going o )o2nlo#) o he CRM sysem.
Also resric he Language key o E using fiel)
SPRAS #n) he Usage of the condition table
o A using fiel) %VE&E.
4&H1E >sing fiel)s %OTAB#R ener only hose
con)iion #1les #ccesse) 1y con)iion y%es
from he %ricing %roce)ures h# you #re
going o )o2nlo#) o he CRM sysem.
Also resric he Usage of the condition table
o A using fiel) %VE&E.
4&H26 4&H2=6 4&H246 4&H2G >sing fiel) %OZ'F ener only hose #ccess
seBuences use) 1y con)iion y%es from he
%ricing %roce)ures h# you #re going o
)o2nlo#) o he CRM sysem.
4&H2@ = is recommen)e) h# you se filers on
fiel)s ?@E(E #n) ?APP<6 resricing
)o2nlo#) only o >s#ge A Pricing #n)
A%%lic#ions @ S#les7Disri1uion.
4&H36 4&H3S6 4&H3>6 4&H34 Se # filer on he fiel) ?A<SM6 s%ecifying
only hose %ricing %roce)ures you 2#n o
use in he CRM sysem.
= is recommen)e) h# you #lso se filers on
A%%lic#ions @ S#les7Disri1uion
4&HA6 4&HA"6 4&HA46 4&HAS S%ecify filer seings only if you use con)iion
e3clusion grou%s in your %ricing %roce)ures
h# you #re )o2nlo#)ing o he CRM
sysem. Cher2ise6 )e#ci!#e hese #1les.
4&H 96 4&H9A6 4&H946 4&H9G >sing fiel) %SC!$ ener only hose con)iion
y%es 2hich you use in he %ricing
%roce)ures h# you #re going o )o2nlo#) o
he CRM sysem.
= is recommen)e) h# you #lso se filers on
A%%lic#ions @ S#les7Disri1uion
4&H&E6 4&H&F Eou c#n le#!e hese #1les 2ihou filer
seings.
4MC1 >sing fiel) 'STRU only ener hose con)iion
#1les6 2hich #re #ccesse) 1y con)iion
y%es from he %ricing %roce)ures h# you
#re going o )o2nlo#) o he CRM sysem.
4MC1D Eou c#n le#!e hese #1les 2ihou filer
seings.
&. For he SAP *es Pr#cices scen#rios only 2o %ricing %roce)ures h#!e o 1e re%lic#e)
from he ERP sysem o he CRM sysem. # sim%lifie) %ricing %roce)ure for CRM
C%%oruniy M#n#gemen ,E00001- #n) # %ricing %roce)ure for Ser!ice Cr)er
M#n#gemen YPP S#lesZ i)enifie) in secion +etermine ERP Sales Pricing Procedure1
=n or)er o resric he )o2nlo#) # le#s on he le!el of %ricing %roce)ures you c#n #))
he follo2ing filers o he 4&H3 #1les in he ne2 )o2nlo#) o1bec ED0<iC>S4C0DA<<
#n) +ee% #ll oher filers unch#nge).
Ta/le 5iel 2perator 6alue
4&H3 ?A<SM Ek EBu#liy ,m <o2- E00001
4&H3 ?A<SM Ek EBu#liy ,m <o2- YPP S#lesZ
4&H3S ?A<SM Ek EBu#liy ,m <o2- E00001
4&H3S ?A<SM Ek EBu#liy ,m <o2- YPP S#lesZ
4&H34 ?A<SM Ek EBu#liy ,m <o2- E00001
4&H34 ?A<SM Ek EBu#liy ,m <o2- YPP S#lesZ
4&H3> ?A<SM Ek EBu#liy ,m <o2- E00001
4&H3> ?A<SM Ek EBu#liy ,m <o2- YPP S#lesZ
Result
Eou h#!e )efine) he con)iion cusomi:ing for re%lic#ion.
$3$!$>$3$3 Setting 5ilter for Conition Master Data 2/Nect (S,"
CRM)
+se
4he follo2ing )o2nlo#) o1becs #re rele!#n o re%lic#e con)iion m#ser )## from he ERP
sysem o he CRM sysem.
*#sic %ricing con)iions
! D0<iCC0DiA30A
! D0<iCC0DiA309
! D0<iCC0DiA30&
4#3 con)iions
4he follo2ing )o2nlo#) o1becs #re rele!#n in c#se he 4r#ns#cion 4#3 Engine ,e.g. for
>S #3es- is no use) #n) he SAP )eli!ere) #ccess seBuence M(S4 is reBuire).
! D0<iCC0DiA002
! D0<iCC0DiA011
! D0<iCC0DiA07H
=n #))iion for he inii#l lo#)6 filers h#!e o 1e se o re%lic#e he correc #n) reBuire) )##
from ERP o CRM.
"roceure
Transaction coe
R3AC(
Exc-ange #%>ect Management Condition #%>ects
2. M#in#in he filer for e#ch o1bec +,*<C#,+<A50F= +,*<C#,+<A50@ #n)
+,*<C#,+<A50G #n) s#!e e#ch o1bec.
2/Nect D03OC20DO,304
A30A ?APP< Ek @
A30A ?SCH< Ek PR00
4MC1D "S4R> Ek A30A
4MC1? "S4R> Ek A30A
2/Nect D03OC20DO,30>
A309 ?APP< Ek @
A309 ?SCH< Ek PR00
4MC1D "S4R> Ek A309
4MC1? "S4R> Ek A309
2/Nect D03OC20DO,30?
A30& ?APP< Ek @
A30& ?SCH< Ek PR00
4MC1D "S4R> Ek A30&
4MC1? "S4R> Ek A30&
Result
4he filers h#!e 1een se o re%lic#e he correc #n) reBuire) )## from ERP o CRM.
$3$!$>$3$4 Replication of Conition 2/Nects
+se
4he %ur%ose of his #s+ is o re%lic#e he con)iion cusomi:ing #n) he con)iion m#ser
)## from he ERP 1#c+$en) sysem o he CRM sysem.
Transaction coe
R3AS
2. Selec he ne2 )o2nlo#) o1bec E+,*<C9S0C,+A** &or he o1becs +,*<C9S0<PRC
#n) +,*<C9S0<C,+<PR- for he con)iion cusomi:ing )##.
ener CRM.
9. Afer # successful )o2nlo#) of o1bec E+,*<C9S0C,+A** selec he )o2nlo#) o1becs
+,*<C#,+<A50F= +,*<C#,+<A50@ #n) +,*<C#,+<A50G for re%lic#ing he
con)iion m#ser )##.
&. =n c#se s%ecific #3es #re rele!#n #s )escri1e) in he %rece)ing secion he )o2nlo#)
o1becs D0<iCC0DiA0026 D0<iCC0DiA0116 D0<iCC0DiA07H h#!e o 1e selece)
in #))iion.
ener CRM.
H. 4o run he re%lic#ion6 choose Execute (F).
$3$!$>$4 Monitoring Replication Status (S," CRM)
+se
Eou h#!e o monior he re%lic#ion s#us in SAP CRM.
"roceure
Transaction coe
R3AM1
Result
/ SAP A" P#ge AA of 9&
$3$!$>$> Chec-ing Co*pleteness of Replication (S," CRM)
+se
=n his #ci!iy you c#n chec+ he com%leeness of he re%lic#ion in SAP CRM.
"roceure
Transaction coe
C#D"MAP"$O'"DISP$A)
2. Ener CC0DiE;CHA0"E in he #%>ect fiel) #n) CC0D=4=C0S in he Su%o%>ect fiel).
3. Chec+ he log file for errors.
Eou c#n #lso com%#re he conen of he ERP con)iion #1les 2ih he corres%on)ing CRM
con)iion #1les. 4he CRM con)iion #1les h#!e he %refi3 C0CCRMPRSAP;EG 2here ;EG
is he num1er of he ERP con)iion #1le6 e.g. he ERP #1le A30A is m#%%e) o he CRM
#1le C0CCRMPRSAP30A.
Result
$3$!$>$? Displaying Conition Types in "rouct Conitions
(S," CRM)
+se
4he %ur%ose of his #s+ is o m#+e your )o2nlo#)e) ERP con)iion y%es ,for e3#m%le
PR00- !isi1le in he CRM %ro)uc con)iions.
4he follo2ing se%s #re )escri1e) for con)iion y%e PR00 #s #n e3#m%le.
"roceure
Transaction coe
SPRO
Conditions and Condition 0ec-ni;ue Condition
0ec-ni;ue2 Basics Create Maintenance Group
2. Selec he grou% PRCD>C4CRM ,Pro)uc s#les %rices-.
3. Dou1le$clic+ on fol)er Condition Maintenance Group2 +etail.
A. 0o2 you c#n see he %ermie) con)iions #n) #1les )is%l#ye) in he %ro)uc con)iions.
9. 0oe he highes use) couner.
&. Choose ,e/ Entries.
7. M#+e he follo2ing 3 enries for he con)iion #1les A30A6 A309 #n) A30&.
Counter 0e3 unuse) Couner
,ppl$ Class CRM
+sage PR
Conition Ta/le >se he con)iion #1le you #re using for your con)iion6
SAP30A6 SAP309 #n) SAP30&.
Con$ Type Eour ERP con)iion6 for e3#m%le6 here PR00.
Description For e3#m%le6 Price
H. Choose Enter #n) )isreg#r) he 2#rning.
'. S#!e (Ctrl + S) your seings.
10. Chec+ he log for errors.
Result
4he )o2nlo#)e) con)iions #re no2 !isi1le in he CRM %ro)uc con)iions.
$3$!$>$H Chec-ing "ricing "roceures (S," CRM)
+se
Chec+ 2heher he %ricing %roce)ures 2ere )o2nlo#)e) correcly.
"roceure
Transaction coe
SPRO
S," CRM IMG *enu Customer Relations-ip Management Basic $unctions
Pricing +efine Settings for Pricing Create Pricing
Procedure
2. Chec+ 2heher he ERP %ricing %roce)ure E0000" h# h#s 1een lo#)e) from ERP o
CRM is #!#il#1le.
3. Selec he reBuire) %ricing %roce)ure #n) choose Control +ata. Chec+ he %ricing
%roce)ure conrol )## for com%leeness.
=f #))iion#l con)iion y%es #re reBuire) he follo2ing se%s h#!e o 1e
%erforme).
4his is #n e3#m%le of he enh#ncemen of con)iion y%e @A00 ,Discoun or
surch#rge-.
1. A)) he ne2 con)iion y%e @A00 o he cusomer %ricing %roce)ure E00001
in he ERP 1#c+ en).
2. Se he filer for he #1les in he #)#%er o1bec G*PiD0<iPRiC>S4 for
he fiel)s ?SCH< ,Con)iion y%e-6 ?CG"F ,Access seBuence-6 ?C4A*0R
,Con)iion M#ser D## #1le- #n) "S4R> ,Con)iion M#ser D## #1le- #s
)escri1e) 1efore in he CRM sysem.
3. =nii#l <o#) of he Con)iion Cusomi:ing C1bec G*PiD0<iPRiC>S4 from
ERP o CRM.
A. =nii#l <o#) of he use) Con)iion M#ser D## C1becs D0<iCC0DiA333
2ih he %ro%er filer of he #1les #s )escri1e) 1efore from ERP o CRM.
Y333Z is here he num1er of he ERP con)iion m#ser )## #1le.
Result
4he %ricing %roce)ures h#!e 1een successfully chec+e).
/ SAP A" P#ge A& of 9&
$3$# Chec-ing Data Integrity of Replication
+se
4he D## =negriy M#n#ger #llo2s o com%#re cusomi:ing #n) m#ser )## 1e2een
sysems ,in his c#se 1e2een CRM #n) ERP-. Eiher He#)er Com%#re ,C1bec e3iss in 1oh
sysems- or De#il Com%#re ,com%#rison on fiel) le!el- c#n 1e e3ecue).
=n he follo2ing he com%#rison of he re%lic#e) m#ser )## o1becs cusomer6 con#cs #n)
%ro)ucs 2ill 1e )escri1e).
"roceure
Transaction coe
SDIMA
Exc-ange S(nc-roni!ation +ata Integrit( Manager
2. Choose ,e/ +IMA Instance.
3. Choose Continue1
A. Ener # D=M# =ns#nce )escri%ion6 e.g. GiC>S4CMER #n) # D=M# C1bec6 e.g.
C>S4CMER #n) choose Continue.
9. Chec+ 2heher he RFC connecion %oins o your connece) ERP sysem. Selec Filer
Mo)e All $ilters.
&. Choose Continue.
7. Se # filer 2hich corres%on)s o he filer you h#!e use) for he )o2nlo#) of he o1bec6
e.g. cusomer num1er r#nge 1y choosing Append Ro/.
Define he filer 1y using # com1in#ion of #1le6 fiel) #n) r#nge6 e.g. ?0A16 ?>00R6 *46
0000100000 n 00001'''''.
H. Choose Continue1
'. Choose Complete1
10. Choose +IMa '? Start Compare o run # com%#rison on he#)er le!el.
11. Choose +IMa '? Start +etail Compare o run # com%#rison on fiel) le!el.
12. Choose Refres- o u%)#e he s#us ,r#ffic ligh- of he D=M# ins#nce.
13. =n he Results of +IMa Instance lis he follo2ing inform#ion is %ro!i)e).
E3isence of o1becs in CRM #n) ERP
Differences 1e2een o1becs
1A. Choose S-o/ $irst Message o )is%l#y )## inconsisency mess#ges.
19. Correc rele!#n m#ser )## inconsisencies 1y m#in#ining he rele!#n m#ser )## o
rigger # )el# )o2nlo#) of m#ser )## 1e2een ERP #n) CRM.
1&. Re%e# hese se%s for D=M# o1becs CC04AC4S #n) MA4ER=A<.
Result
Eou h#!e successfully com%#re) he re%lic#e) m#ser )## o1becs cusomer6 con#cs #n)
%ro)ucs.
$3$3 Tips an Tric-s for the Replication "rocess
Ple#se see SAP 0oe A2'A23 for he l#es error #n#lysis %roce)ure.
3$3$! 2/Nect Manage*ent
$3$3$!$! Changing )loc- SiGe
+se
4he 1loc+ si:e s%ecifies he num1er of o1bec ins#nces h# 2ill 1e selece) #n) for2#r)e) in
# single o%er#ion. 4he 1loc+ si:e is se 1y he sysem. 4he )ef#ul !#lue only h#s o 1e
ch#nge) if here #re %ro1lems ,for e3#m%le6 memory o!erflo2 2hen m#+ing selecion in he
ERP sysem-.
"roceure
Transaction coe
R3AC1
2. Cn he #%>ect #.er.ie/ screen selec he o1bec for 2hich he 1loc+ si:e shoul) 1e
ch#nge) #n) choose $ilters.
3. Choose +ispla( $Z C-ange (Ctrl + F2).
A. Ch#nge he enry in he fiel) Block Si!e.
9. S#!e (Ctrl + S) your enries.
Result
4he 1loc+ si:e h#s 1een successfully ch#nge).
$3$3$!$# Defining 5ilters for 2/Nects
+se
>n)er $ilter Settings you c#n se filers for # 1usiness o1bec. For Cusomi:ing #n) con)iion
o1becs he filers c#n 1e )efine) only using #1les7srucures #n) he #1le$rel#e) filer
sym1ol. =f you use more h#n one filer enry %er o1bec6 filers o he s#me #1le fiel) #re
lin+e) 2ih #n CR. Filers o )ifferen #1le fiel)s #re lin+e) 1y A0D.
4he filer con)iion @?CR" m 00016 @?CR" m 0002 resuls in # se h# con#ins 1oh he firs
#n) secon) s#les org#ni:#ion.
4he filer con)iion @?CR" m 00016 @4(E" m 01 resuls in o1becs h# fulfill 1oh con)iions
# he s#me ime.
/ SAP A" P#ge AH of 9&
"roceure
Transaction coe
R3AC1
2. Selec # 1usiness o1bec #n) choose +etails.
3. Choose $ilter Settings1
A. Ener he )## for he follo2ing fiel)s.
5iel "roceure
Source sie >se he in%u hel% o selec he sie you 2#n o se he filer
crieri# for. For e3#m%le6 for #n inii#l )## r#nsfer from SAP
ERP6 his is he ERP Sysem from 2hich he )## is o 1e
r#nsferre).
0oe. 4he selecion is )e%en)en on he #llo2e) flo2 cone3s
,SMCF=0=CC0-.
4#1le >se he in%u hel% o selec # #1le6 for e3#m%le6 ?0A1 for
cusomer m#ser.
Fiel) >se he in%u hel% o selec # fiel).
CP ,C%er#or- Selec #n o%er#or.
<C( S%ecify he lo2er limi for he filer con)iion. =f he fiel) you
selece) is # )#e fiel)6 ener he )#e 2ih he form#
EEEEMMDD. <e#)ing :eros shoul) 1e use) #s !#lues for
e3#m%le6 for cusomer #n) m#eri#l num1ers.
H="H S%ecify he u%%er limi.
=ncl.7E3cl. S%ecify 2heher he s#e) !#lue7iner!#l r#nge shoul) 1e
inclu)e) or no.
=nclusi!e. he resuling se lies 2ihin he r#nge.
E3clusi!e. 4he resuling se lies ousi)e he r#nge.
=n#ci!e Se your filer con)iions o #ci!e.
9. S#!e (Ctrl + S) your enries.
4he Generate $ilter %ush1uon loc#e) 1elo2 he menu is only use) for
regener#ing filer mo)ules for selece) o1becs6 #n) shoul) only 1e use) in
e3ce%ion#l c#ses.
4he fiel)s for filering #re #!#il#1le %re)efine) for he o1becs. Eou 2ill fin) he !#lues
#llo2e) for e#ch o1bec 2hen you m#+e your selecion.
Some o1becs #re )eli!ere) 2ih %re)efine) filers. SAP recommen)s h# you )o no
ch#nge or )elee. =f necess#ry6 you shoul) )efine ne2 filers. 4he %ur%ose of filers is
o re)uce he si:e of he )##se r#nsferre). Eou c#n fin) he %re)efine) filers in he
ch#nge funcions of he A)#%er Fr#me2or+ #n) in #1le SMCFF=<4A*.
Filer con)iions #re only sore) loc#lly #n) #re no con#ine) in he r#ns%or of
#)#%er o1becs. =n his 2#y filers #re no r#ns%ore) from he )e!elo%men sysem
o he %ro)ucion sysem. 4his is 1ec#use filer con)iions #re sie$s%ecific #n) #re
)efine) )ifferenly in he )e!elo%men sysem o he %ro)ucion sysem. 0e2 filer
seings h#!e o 1e )efine) in e#ch sysem.
/ SAP A" P#ge A' of 9&
Result
Eou h#!e successfully )efine) filers for o1becs.
3$3$# Monitoring an &rror ,nalysis for Replication
Se!er#l ools for monioring c#n 1e use) o chec+ he s#us of he re%lic#ion.
$3$3$#$! Monitoring DoInloa Status
+se
4he lis Monitor #%>ects sho2s he curren )o2nlo#) s#us ,Running= :ait= +one- for
%re!iously selece) o1becs.
"roceure
Transaction coe
R3AM1
S," CRM G+I *enu Arc-itecture and 0ec-nolog( Middle/are Monitoring
+ata Exc-ange Monitor #%>ects
2. Ener eiher #n o1bec n#me or #n o1bec n#me #re# or use he FA in%u hel%.
<e#!e he selecion em%y if you 2#n o )is%l#y #ll o1becs.
3. >n)er Additional Selection Criteria you c#n selec 1y he curren s#us. A%ort6 :aiting6
Running or +one1
A. Choose Execute.
9. Cn he Monitor +o/nload #%>ects screen you ge he follo2ing inform#ion h# gi!es you
hins #1ou he correcness of he )o2nlo#) for e#ch o1bec.
5iel 6alue
Chec+1o3 Se he in)ic#or o selec # r#nsfer o1bec for furher
%rocessing.
S#us 4he follo2ing !#lues #re %ossi1le.
Re) ,2#iing- i.e. no ye s#re) or #1ore)
Eello2 ,Running-
"reen ,Done-
C1bec n#me
P ,P#ren- =f his in)ic#or is se6 here is # su%eror)in#e o1bec in he
r#nsfer.
D#e D#e of he l#s r#nsfer 1loc+.
4ime S#r ime of he l#s r#nsfer 1loc+.
*loc+ 0o. 4he 1loc+ num1er in)ic#es ho2 m#ny 1loc+s h#!e #lre#)y
1een )o2nlo#)e).
=f6 for e3#m%le6 he 1loc+ si:e h#s 1een se o 1006 hen 1loc+
num1er 19 me#ns h# 16900 o1becs h#!e #lre#)y 1een
5iel 6alue
%ose) on he CRM Ser!er )##1#se.
Aem% 4his fiel) sho2s he num1er of #em%e) r#nsfers.
Source Sie S%ecific#ion of he RFC C<4P )esin#ion.
Desin#ion S%ecific#ion of he CRM sysem or CD*
&. =f #n o1bec 2ill no s#r ,re) ligh #n) s#us m :aiting-6 chec+ if he o1bec is )e%en)en
,fiel) Su%o%>ect-. Cnly if he %#ren o1bec h#s 1een lo#)e) successfully6 c#n )e%en)en
o1becs 1e s#re)6 e.g. Material c#n only 1e )o2nlo#)e) once Customer h#s 1een
)o2nlo#)e)6 since here #re m#eri#ls )e%en)en on cusomers.
7. =f #n o1bec h#s no ch#nge) in he Monior for # long ime6 ,e.g. no incre#se in 1loc+
num1ers for he l#s fi!e minues-6 #scer#in he re#son firs #n) hen ry o )o2nlo#) he
o1bec #g#in.
=n his c#se you shoul) run he follo2ing #ci!iies o )eec he error.
Result
Eou #re no2 #1le o see he o1becs on he screen 2ih heir corres%on)ing s#us.
$3$3$#$# General ,nalysis Steps
C#rry ou he follo2ing se%s.
1. M#+e sure he highes #!#il#1le Core Su%%or P#c+#ges #re ins#lle) in he C<4P in he
s#me 2#y #s on he CRM ser!er.
2. Chec+ he seing for ERP #1le CRMRFCPAR ,see ch#%er Maintaining 0a%le
CRMR$CPAR-.
3. Chec+ he RFC connecions from CRM o ERP #n) !ice !ers#.
$3$3$#$3 Monitoring 2ut/oun Pueue
+se
4his #ci!iy )escri1es ho2 o monior he ou1oun) Bueue.
"roceure
Transaction coe
SM*1
Queues +ispla( #ut%ound R$C Queues
2. 4o )is%l#y # lis of he Bueues6 ener he clien6 Bueue n#me ,for e3#m%le o- #n) he
Bueue )esin#ion ,for e3#m%le o-.
3. Choose Execute.
A. 4o )is%l#y he s#us6 selec he Bueue #n) choose +ispla( selection (F").
9. C#ll # s%ecific ou1oun) Bueue6 selec i #n) choose +ispla( Selection (F").
&. 4o )is%l#y )e#ils on # Bueue6 )ou1le$clic+ he fiel) Queue name.
7. =f he Bueue 2#s so%%e) 1ec#use of c#%#ciy o!erlo#)6 use F6 o res#r he Bueue.
H. =f # secon) s#r of he Bueue is no successful6 c#ll he shor )um% #n#lysis in he CRM
sysem.
Result
4he monioring of he ou1oun) Bueue h#s 1een e3ecue).
$3$3$#$4 Monitoring In/oun Pueue
+se
4his se% )escri1es ho2 o monior he in1oun) Bueue.
"roceure
1. 4o !ie2 he in1oun) Bueues in he CRM sysem #n) heir s#us6 choose one of he
follo2ing n#!ig#ion o%ions.
Transaction coe
SM*+
Queues +ispla( In%ound R$C Queues
2. Ener he clien #n) he Bueue n#me ,for e3#m%le o-.
3. Choose Execute.
A. 4o )is%l#y he s#us6 selec he Bueue #n) choose +ispla( selection (F").
9. (hen you )ou1le$clic+ he fiel) Status6 #))iion#l )e#ile) inform#ion is gener#e).
&. 4o )is%l#y )e#ils on # Bueue6 )ou1le$clic+ he Queue name fiel).
7. Cn he Bueue )e#ils screen6 # re) enry in he fiel) S#us in)ic#es #n error.
H. =f he Bueue h#s s#us S0#P= his is # Cusomi:ing %ro1lem in he CRM #%%lic#ion.
'. (hen you )ou1le$clic+ on he s#us fiel) enry )e#ile) inform#ion is )is%l#ye).
Result
Eou h#!e moniore) he in1oun) Bueue.
$3$3$#$> ,nalyGing )Doc Messages
+se
*y #n#ly:ing he *Doc mess#ges you ge inform#ion #1ou incorrec seings in he CRM
sysem h# influence he re%lic#ion.
"roceure
Transaction coe
SM&01
Message $lo/ +ispla( B+oc Messages
2. S%ecify )#e #n) ime of he rele!#n %erio) of ime.
3. Choose Execute.
A. *DCC mess#ges 2ih s#us 1eginning 2ih E ,re) r#ffic ligh- nee) m#nu#l correcion
#n) rery.
9. Selec he mess#ge #n) choose Errors.
&. Here you fin) noes reg#r)ing CRM seing %ro1lems.
Result
Eou h#!e no2 inform#ion #1ou he CRM seing %ro1lems.
$3$3$#$? Chec-ing Transactional R5C Re%uests
+se
4he r#ns#cion#l RFC reBuess h#!e o 1e chec+e).
"roceure
Transaction coe
SM(,
2. Cn he inii#l screen 0ransactional R$C6 s%ecify )#es for he )is%l#y %erio).
3. Fill in he rem#ining fiel)s. Alern#i!ely6 ener o.
A. Choose Execute.
9. 4o )is%l#y furher )e#ils6 )rill )o2n in he log.
Result
4he chec+ing of he r#ns#cion#l RFC reBuess h#s 1een e3ecue).
$3$3$#$H ,nalyGing ,)," Du*ps
+se
4his #ci!iy sho2s you ho2 o #n#ly:e A*AP )um%s.
"roceure
Transaction coe
ST++
Performance Exceptions49sers Exceptions
ABAP Runtime Errors
2. S%ecify he %erio) ,o)#y6 yeser)#y-.
3. Choose Start (F).
A. 4o )is%l#y he A*AP shor )um% )escri%ion6 selec one of he shor )um%s #n) choose
+ump anal(sis (F2).
Result
4he #n#lysis of he A*AP )um%s h#s 1een e3ecue).
3$3$3 Restart Replication
+se
Afer )eecing #n) sol!ing he re%lic#ion error you h#!e o res#r he re%lic#ion.
4here #re no resricions for re%e#ing )## r#nsfers from ERP o CRM.
"roceure
=n or)er o res#r he re%lic#ion you h#!e o run he follo2ing se%s.
1. C#nceling )o2nlo#) of o1becs in r#ns#cion R3AM11
2. Deleing ou1oun) Bueue in r#ns#cion SMk1.
3. Deleing in1oun) Bueue in r#ns#cion SMk2.
A. Res#r )o2nlo#) using r#ns#cion R3AS.
Result
4he #%%lic#ion h#s 1een res#re).
$3$3$3$! Canceling DoInloa of 2/Nects
+se
=n his #ci!iy you c#n c#ncele) he )o2nlo#) of some o1becs.
"roceure
Transaction coe
R3AM1
+ata Exc-ange Monitor #%>ects
2. Ener eiher #n o1bec n#me or #n o1bec n#me #re# or use he FA in%u hel%.
<e#!e he selecion em%y if you 2#n o )is%l#y #ll o1becs.
3. >n)er Additional Selection Criteria you c#n selec he s#us. :aiting #n) Running1
A. Choose Execute.
9. Cn he Monitor +o/nload #%>ects screen selec he o1becs you 2#n o c#ncel for
)o2nlo#).
&. Choose he Cancel sym1ol.
Result
Eou h#!e c#ncele) he selece) o1becs.
$3$3$3$# Deleting 2ut/oun Pueue
+se
Eou c#n use his #ci!iy o )elee he ou1oun) Bueue.
"roceure
Transaction coe
SM*1
Queues +ispla( #ut%ound R$C Queues
2. 4o )is%l#y # lis of he Bueues6 ener he clien6 Bueue n#me ,for e3#m%le o- #n) he
Bueue )esin#ion ,for e3#m%le o-.
3. Choose Execute.
A. 4o )elee #n ou1oun) Bueue6 selec he Bueue #n) choose +elete selected o%>ects1
Result
4he ou1oun) Bueue h#s 1een )elee).
$3$3$3$3 Deleting In/oun Pueue
+se
Eou c#n use his se% o )elee he in1oun) Bueue.
"roceure
Transaction coe
SM*+
Queues +ispla( In%ound R$C Queues
2. 4o )is%l#y # lis of he Bueues6 ener # Bueue n#me ,for e3#m%le o-.
3. Choose Execute.
A. 4o )elee #n in1oun) Bueue6 selec he Bueue #n) choose +elete selected o%>ects1
Result
4he in1oun) Bueue h#s 1een )elee).
$3$4 Chec-ing Delta Replication &vents
+se
For #ll m#ser )## o1becs #n #uom#ic )el# re%lic#ion 2ill 1e #ci!#e) )uring he inii#l
)o2nlo#)6 i.e. e#ch mo)ific#ion of # m#ser )## o1bec is #uom#ic#lly r#nsferre) from he
ERP ino he CRM sysem. Cusomi:ing )## is no #uom#ic#lly re%lic#e). Eou h#!e o run
he )el# re%lic#ion m#nu#lly or run # 1#c+groun) bo1 %erio)ic#lly.
4he inii#l lo#) of #n o1bec norm#lly %erforms he #ci!#ion of )el# e!ens #uom#ic#lly.
Eou h#!e o #ci!#e he )el# e!ens m#nu#lly only if you nee) he )el# e!ens
1u h#!e no %erforme) he inii#l lo#) of #n o1bec6 for e3#m%le for s#les
)ocumens.
=f #ll rele!#n o1becs h# 2ill 1e use) in he scen#rios h#!e 1een )o2nlo#)e)
successfully6 you c#n s+i% his #ci!iy.
"roceure
Transaction coe
SE1
S," &R" G+I *enu 0ools ABAP :ork%enc- #.er.ie/ +ata Bro/ser
2. =n he #1le n#me fiel) ener 4*E31.
3. Choose 0a%le Contents &Enter)1
A. Choose Execute (F).
9. Chec+ he column $9,C0 for he rele!#n enries. For s#les )ocumens he rele!#n enry
is.
,""3Q 5+0CT
*C$M=D CRSiSA<ESiCC<<EC4iDA4A
=f his enry is in he #1le6 he )el# re%lic#ion for s#les )ocumens is s2iche) on.
=n c#se you nee) o #ci!#e he )el# e!ens m#nu#lly6 run he follo2ing #ci!iy in he
CRM sysem.
Transaction coe
R3AC-
S," CRM G+I *enu Arc-itecture H 0ec-nolog( Middle/are +ata
Exc-ange +elta *oad Set 9p +elta *oad
1. Choose +ispla( $ZC-ange in or)er o s2ich o ch#nge mo)e.
2. Choose ,e/ Entries1
3. Ener he rele!#n o1bec cl#ss in fiel) #%>ect Class #n) he RFC )esin#ion o he ERP
sysem in he fiel) +estination.
4his r#ns#cion #lso m#in#ins )##1#se #1le 4*E31 in he ERP sysemp
Result
Eou h#!e successfully #ci!#e) he )el# re%lic#ion.

c03 Crm702 BB Configguide en XX

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