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CRM – Fundamentals II - Part 1

Publication ID:

Course Overview Unit 1: SAP CRM Introduction Unit 2: Transaction Processing Unit 3: Activity Management Unit 4: Partner Determination Unit 5: Action Processing Unit 6: Introduction to CRM Pricing Unit 7: CRM Billing Unit 8: Solution Overview Unit 9: Data Exchange with the SAP ERP Back-End System Unit 10: CRM Middleware Operations

Unit 11: Data Exchange with 3rd Party Backend Unit 12: Data Exchange with BW Systems

Unit 1: SAP CRM Introduction Lesson 1: SAP CRM Introduction

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Lesson 1: SAP CRM Introduction Lesson Objectives After completing this lesson, you will be able to:

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Describe the SAP CRM Application

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Figure 1: The SAP CRM Solution

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Figure 2: CRM Web Client UI and SAP Graphical UI

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Figure 3: Main Screen Areas of the CRM WebClient UI

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Figure 4: Main CRM Web Client UI elements – The L-Shape

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Figure 5: End User Personalization

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Figure 6: Business Partners in the Application

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Figure 7: CRM Product Master

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Figure 8: Organizational Management

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Figure 9: Organizational Management Settings

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Figure 10: Business Role Assignment

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Unit 1 Exercise 1

Exercise 1: Log On to the SAP CRM System and Personalize Settings for the WebClient UI . Log on to the SAP CRM system. 1. Use the SAP GUI to log on to the SAP CRM system with a prepared username and corresponding password. Add transaction SPRO (the description in the CRM menu is Customizing) to the Favorites folder of the SAP Easy Access screen. We use it frequently during this course. 2. Add another entry to the Favorites folder of the SAP Easy Access screen by choosing Insert transaction and enter WUI. 3. Use the user name that you used earlier to log on to the CRM WebClient UI and choose the Sales Professional business role. 4. Personalize the layout of the CRM WebClient UI. Choose the Signature Design skin. 5. Personalize the Create entries in the navigation bar by removing the entries E-Mail, Lead, and Opportunity.

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Unit 1 Exercise 1

Exercise 1: Log On to the SAP CRM System and Personalize Settings for the WebClient UI . 6. Observe the options in the Personalize Settings section and change some settings. Enable the configuration mode, keys in dropdown lists and the preview of new messages above the message bar.

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Unit 1 Solution 1

Solution 1: Log On to the SAP CRM System and Personalize Settings for the WebClient UI . Log on to the SAP CRM system. 1. Use the SAP GUI to log on to the SAP CRM system with a prepared username and corresponding password. Add transaction SPRO (the description in the CRM menu is Customizing) to the Favorites folder of the SAP Easy Access screen. We use it frequently during this course. a) Log on to the SAP CRM system. b) To add the transaction to the Favorites folder, in the menu (not on the SAP Easy Access screen) choose Favorites → Insert Transaction. c) Transaction code: SPRO d) Press ENTER. 2. Add another entry to the Favorites folder of the SAP Easy Access screen by choosing Insert transaction and enter WUI.

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Unit 1 Solution 1

Solution 1: Log On to the SAP CRM System and Personalize Settings for the WebClient UI . a) To add the transaction to the Favorites folder, in the menu choose Favorites → Insert Transaction. b) Transaction code: WUI c) Press ENTER. 3. Use the user name that you used earlier to log on to the CRM WebClient UI and choose the Sales Professional business role. a) Double-click CRM WebClient in your favorites. b) Enter the relevant data (user/password/language). c) Choose Sales Professional in the selection screen that is displayed. 4. Personalize the layout of the CRM WebClient UI. Choose the Signature Design skin.

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Unit 1 Solution 1

Solution 1: Log On to the SAP CRM System and Personalize Settings for the WebClient UI . a) Log on to the WebClient UI and choose Personalize. b) Choose Personalize Layout. c) Skin: Signature Design. d) Save your entries. 5. Personalize the Create entries in the navigation bar by removing the entries E-Mail, Lead, and Opportunity. a) Log on to the WebClient UI and choose Personalize. b) Choose Personalize Navigation Bar. c) Select E-Mail, Lead, and Opportunity. Move these entries from Displayed Links to Available Links.

Unit 1 Solution 1

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Solution 1: Log On to the SAP CRM System and Personalize Settings for the WebClient UI . d) Save your entries. 6. Observe the options in the Personalize Settings section and change some settings. Enable the configuration mode, keys in dropdown lists and the preview of new messages above the message bar. a) On the personalization page choose Personalize Settings. Select the checkboxes for:

● Show keys in dropdown lists ● Enable configuration mode ● Preview of new messages above message bar. b) Save your entries.

Unit 1 Exercise 2

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Exercise 2: Use the WebClient UI Application Quotation . This task focuses on the methods for using and personalizing a WebClient UI application rather than the actual content of the application. 1. Search for open quotations for your customer Media Store. 2. Personalize the result list and include the Sales Group to the list of displayed fields. Note: Observe the option to create different layouts for this table view. This feature is new with EhP1 for SAP CRM 7.0.

3. Save the search pattern and name it ##QSearch. 4. Display the details of a quotation. On header level include the assignment block Attachments to the list of directly displayed assignment blocks. On item level include the Notes assignment block in the same way.

Unit 1 Solution 2

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Solution 2: Use the WebClient UI Application Quotation . This task focuses on the methods for using and personalizing a WebClient UI application rather than the actual content of the application. 1. Search for open quotations for your customer Media Store. a) Choose Sales Cycle → Search → Quotations. b) Sold-To Party: Media Store c) Status: Open Note: Use the dropdown list to change the search attributes. You should find at least one quotation (ID 5001781).

2. Personalize the result list and include the Sales Group to the list of displayed fields.

Unit 1 Solution 2

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Solution 2: Use the WebClient UI Application Quotation . Note: Observe the option to create different layouts for this table view. This feature is new with EhP1 for SAP CRM 7.0.

a) Choose the Personalize button in the result list area. Move the field Sales Group from the Available Columns to the Displayed Columns using the appropriate arrow button. b) Save your entries. 3. Save the search pattern and name it ##QSearch. a) Save Search As: ##QSearch. b) Save your entries.

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Unit 1 Solution 2

Solution 2: Use the WebClient UI Application Quotation . 4. Display the details of a quotation. On header level include the assignment block Attachments to the list of directly displayed assignment blocks. On item level include the Notes assignment block in the same way. a) Use the hyperlink “Quotation ID” to navigate to the quotation details. b) Use the Personalize button to change the appearance of the quotation header data. c) Move the Attachments assignment block to the list of displayed assignment blocks and check the Display Expanded flag. d) Save your entries. e) In the Items assignment block use the hyperlink Item No. 10 to navigate to the quotation item details.

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Unit 1 Solution 2

Solution 2: Use the WebClient UI Application Quotation . f) Move the Notes assignment block to the list of displayed assignment blocks and optionally check the Display Expanded flag. g) Save your entries.

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Summary You should now be able to:

● Describe the SAP CRM Application

Unit 2: Transaction Processing Lesson 1: Structuring SAP CRM Business Transactions Lesson 2: Configuring CRM Business Transactions Lesson 3: Configuring Basic Transaction Functions

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Unit 2 Lesson 1

Lesson 1: Structuring SAP CRM Business Transactions Lesson Objectives After completing this lesson, you will be able to:

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Analyze SAP CRM business transactions

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Figure 11: Business Processes in SAP CRM

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Figure 12: CRM WebClient UI – Example of a CRM Business Transaction

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Figure 13: General Structure of Transactions

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Unit 2 Exercise 3

Exercise 3: Analyze an SAP CRM Business Transaction . Business Example You want to understand some basic principles of CRM business transactions. Please answer the following questions. 1. CRM business transactions always contain at least one product. Determine whether this statement is true or false. X True X False

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Unit 2 Exercise 3

Exercise 3: Analyze an SAP CRM Business Transaction . 2. Which of the following business transactions can be created in SAP CRM? Choose the correct answers. X A Sales order X B Purchase order X C Service request X D Delivery

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Unit 2 Solution 3

Solution 3: Analyze an SAP CRM Business Transaction . Business Example You want to understand some basic principles of CRM business transactions. Please answer the following questions. 1. CRM business transactions always contain at least one product. Determine whether this statement is true or false. X True X False There are a number of business transactions that do not need product information. Tasks, e-mail activities, leads, or opportunities can be used without entering products.

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Unit 2 Solution 3

Solution 3: Analyze an SAP CRM Business Transaction . 2. Which of the following business transactions can be created in SAP CRM? Choose the correct answers. X A Sales order X B Purchase order X C Service request X D Delivery Purchase order and delivery documents can be created in SAP ERP. Service request and are business transactions that are introduced with SAP CRM 7.0 (IT Service Desk scenario).

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● Analyze SAP CRM business transactions

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Lesson 2: Configuring CRM Business Transactions Lesson Objectives After completing this lesson, you will be able to:

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Configure transactions types

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Configure item categories

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Configure item category determination

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Configure copying control

Unit 2 Lesson 2

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Figure 14: Transaction Types

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Figure 15: Business Transaction Customizing – Header

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Figure 16: Item Categories

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Figure 17: Business Transaction Customizing – Item

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Figure 18: Customizing – Item Category Determination

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Figure 19: Examples of Item Category Determination

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Unit 2 Exercise 4

Exercise 4: Configure a CRM Business Transaction . Business Example You want to use a new transaction type for your trade fair business in the Sales area. Therefore, you copy and adjust an existing transaction type in Customizing. Before you create a transaction type, you need to understand the application and where to find the data. Optional Exercises (Service): You want to set up a new transaction type for service transactions in the Service area. Create a transaction type from an existing transaction type, maintain item category determination, and create a quotation to test the newly created transaction type. Task 1 To familiarize yourself with the basic mechanisms in transaction processing, create a transaction in the CRM system and proceed as follows: Hint: Use the Sales Professional business role.

Unit 2 Exercise 4

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Exercise 4: Configure a CRM Business Transaction . 1. Create a quotation of the transaction type Quotation for the sold-to party ## Megastore. Use First Quotation ## as the external reference. Use First Quotation ## as the external reference (## is your group number). Note: Before you choose Quotation (description of the transaction type), personalize the technical transaction type in the Selection dialog box for transaction types.

2. Which transaction type (technical key) represents this transaction?

Unit 2 Exercise 4

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Exercise 4: Configure a CRM Business Transaction . 3. Which statuses are available in the quotation after you enter the Sold-To Party?

4. Enter the product with the HT-1010 Product ID and a quantity of 10 PC in the item list. Which item category is determined by the system? Hint: If you set the central personalization option Show keys in dropdown lists, (choose Personalize → Personalize Settings), you can display the technical key of the item category.

5. Save the transaction and note the number. __________________________

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Unit 2 Exercise 4

Exercise 4: Configure a CRM Business Transaction . Task 2 Call the last sales transaction you saved. Analyze the item category that was determined and how it was determined. Proceed as follows: 1. Where in Customizing are the detailed settings for the transaction type that is used? 2. Where in Customizing are the detailed settings for the item category that was determined? 3. Check whether this item category contains a date profile. Which billing relevance indicator does this item category have? 4. In Customizing, analyze item category determination. What were the influencing factors or associated values found for the item category determined in the previous step? Write down the influencing factors and associated values.

Unit 2 Exercise 4

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Exercise 4: Configure a CRM Business Transaction . Note: In the SAP CRM Web UI, go to the product master to determine the relevant item category group.

5. What other factors can influence the determination of an item category? Give a suitable example.

Task 3 You want to create the new sales transaction type ZA## (##Quotation) in Customizing. Create it as a copy of the existing AG transaction type and make some minor changes.

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Unit 2 Exercise 4

Exercise 4: Configure a CRM Business Transaction . 1. Search for the existing AG transaction type. 2. Select the AG line and choose the Copy As pushbutton. 3. Enter ZA## as the abbreviation and ##Quotation as the description (short and long text description). 4. Confirm the dialog box (number of dependent entries copied) by pressing ENTER. 5. Assign the organizational data profile ZORGPROF## to this transaction type. 6. Save your entries. Task 4 To use the new transaction type, you must maintain item category determination. If you are entering a sales item (NORM), use the standard SAP item category for the quotation item instead of your own item category.

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Unit 2 Exercise 4

Exercise 4: Configure a CRM Business Transaction . 1. Set up item category determination in Customizing. 2. Search (using the Position pushbutton) for the AG transaction type and the NORM (standard item) item category group. 3. Replace the AG transaction type with the new transaction type ZA##. 4. Save your entries. Task 5 Test your new transaction type by creating a new quotation of type ##Quotation. Hint: You have to log off from the Web Client UI, and then log on again to test your new transaction.

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Unit 2 Exercise 4

Exercise 4: Configure a CRM Business Transaction . 1. Enter ##Stockmann as the sold-to party and the number of the product you previously created as quantity 1. You can also search using the value help (Description = ##Monitor). Save the transaction and note the number. ________________________

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . Business Example You want to use a new transaction type for your trade fair business in the Sales area. Therefore, you copy and adjust an existing transaction type in Customizing. Before you create a transaction type, you need to understand the application and where to find the data. Optional Exercises (Service): You want to set up a new transaction type for service transactions in the Service area. Create a transaction type from an existing transaction type, maintain item category determination, and create a quotation to test the newly created transaction type. Task 1 To familiarize yourself with the basic mechanisms in transaction processing, create a transaction in the CRM system and proceed as follows: Hint: Use the Sales Professional business role.

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . 1. Create a quotation of the transaction type Quotation for the sold-to party ## Megastore. Use First Quotation ## as the external reference. Use First Quotation ## as the external reference (## is your group number). Note: Before you choose Quotation (description of the transaction type), personalize the technical transaction type in the Selection dialog box for transaction types.

a) Choose Sales Cycle. b) Choose Create → Quotation. c) In the Select Transaction Type dialog box, choose the Personalize pushbutton. d) Select and move Transaction Type from Available Columns to Displayed Columns.

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . e) Save your settings. f) Choose Quotation. g) Enter the following details: Field

Value

Sold-To-Party

##Megastore

External Reference

First quotation ##

2. Which transaction type (technical key) represents this transaction? AG

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . 3. Which statuses are available in the quotation after you enter the Sold-To Party? Available statuses: Open, In Process, Released, and Completed. 4. Enter the product with the HT-1010 Product ID and a quantity of 10 PC in the item list. Which item category is determined by the system? Hint: If you set the central personalization option Show keys in dropdown lists, (choose Personalize → Personalize Settings), you can display the technical key of the item category.

a) On the Quotation ERP: New screen, enter HT-1010 in the Product ID field. b) Choose the Search pushbutton. c) Choose the HT-1010 product ID.

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . d) Enter 10 in the Quantity field. Note: You can display the item category in the Items assignment block by choosing the Personalize pushbutton.

e) Select and move Item Category from Available Columns to Displayed Columns. Note: The system determines the Quotation Item (AGN) item category.

5. Save the transaction and note the number. __________________________ a) Save the transaction.

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . Task 2 Call the last sales transaction you saved. Analyze the item category that was determined and how it was determined. Proceed as follows: 1. Where in Customizing are the detailed settings for the transaction type that is used? a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. 2. Where in Customizing are the detailed settings for the item category that was determined? a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Item Categories. 3. Check whether this item category contains a date profile. Which billing relevance indicator does this item category have?

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . a) Choose the AGN item category. b) Choose the Details pushbutton. The item category does not contain a date profile. c) In Dialog Structure, choose Assignment of Business Transaction Categories. d) Choose the Sales transaction category. e) In Dialog Structure, choose Customizing Item. The item category is not relevant for billing. 4. In Customizing, analyze item category determination. What were the influencing factors or associated values found for the item category determined in the previous step? Write down the influencing factors and associated values.

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . Note: In the SAP CRM Web UI, go to the product master to determine the relevant item category group.

a) Choose Sales Operations. b) Choose Search → Products. c) Enter HT-1010 in the Product ID field. d) Choose the Search pushbutton. e) Choose the HT-1010 product ID. f) Choose the Product Details assignment block.

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . Note: The item category group is NORM (Standard item).

In this case, the item category is determined by the influencing factors transaction type (AG) and item category group (Standard item = NORM). a) In Customizing, choose SAP Customer Relationship Management → Transactions → Basic Settings → Define Item Category Determination. b) Choose the Position pushbutton. c) Enter the following details: Field

Value

Transaction Type

AGN

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . Field

Value

Item Cat. Group

NORM

d) Choose Enter. The system displays the corresponding entry in the table. e) Select the entry and choose the Details pushbutton. The AGN item category is used as the default value. In this case, you cannot use an alternative item category.

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . 5. What other factors can influence the determination of an item category? Give a suitable example. In addition to the transaction type and the item category group, the usage and a higher level item category can influence the determination of the item category. For example, in standard sales orders (TA), automatic free goods discount determination uses the FREE usage (free goods discount). The free goods discount item refers to a higher level item of the TAN category. If a standard item (NORM) is recorded in the sales order and a free goods discount is identified, the standard system determines an (main) item with the TAN item category and a free goods discount item with the TANN item category. Other examples include structured products and complaint transactions. Task 3

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . You want to create the new sales transaction type ZA## (##Quotation) in Customizing. Create it as a copy of the existing AG transaction type and make some minor changes. 1. Search for the existing AG transaction type. a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. 2. Select the AG line and choose the Copy As pushbutton. a) Choose the row that contains the AG transaction type. b) Choose the Copy As pushbutton. 3. Enter ZA## as the abbreviation and ##Quotation as the description (short and long text description). a) Enter ZA## in the Transaction Type field. b) Enter ##Quotation as the description.

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . Note: Ensure that you change both the short and long text (description) to ##Quotation.

4. Confirm the dialog box (number of dependent entries copied) by pressing ENTER. a) Choose Continue. Note: If you are logged on in a language other than the course language, you need to translate the entry that you created in the course language. Choose Goto → Translation and choose the course language. Enter your group number.

5. Assign the organizational data profile ZORGPROF## to this transaction type.

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . a) If you are not in the detailed view of the transaction type, select the ZA## transaction type. b) Choose the Details pushbutton. c) Enter ZORGPROF##in the Org. Data Prof. field. 6. Save your entries. Task 4 To use the new transaction type, you must maintain item category determination. If you are entering a sales item (NORM), use the standard SAP item category for the quotation item instead of your own item category. 1. Set up item category determination in Customizing.

Unit 2 Solution 4

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Solution 4: Configure a CRM Business Transaction . a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Item Category Determination. 2. Search (using the Position pushbutton) for the AG transaction type and the NORM (standard item) item category group. a) Choose the Position pushbutton. b) Enter the following details: Field

Value

Transaction Type

AG

Item Cat. Group

NORM

c) Choose Enter.

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . d) Choose the row containing the AG transaction type. e) Choose the Copy As pushbutton. 3. Replace the AG transaction type with the new transaction type ZA##. a) Enter ZA## in the Transaction Typ. field. b) Choose Enter. 4. Save your entries. Task 5 Test your new transaction type by creating a new quotation of type ##Quotation. Hint: You have to log off from the Web Client UI, and then log on again to test your new transaction.

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Unit 2 Solution 4

Solution 4: Configure a CRM Business Transaction . 1. Enter ##Stockmann as the sold-to party and the number of the product you previously created as quantity 1. You can also search using the value help (Description = ##Monitor). Save the transaction and note the number. ________________________ a) Choose Sales Cycle. b) Choose Create → Quotation. c) Choose ##Quotation. d) Enter ##Stockmann in the Sold-To Party field. e) Choose Value Help. f) Enter the number of the product in the Product ID field.

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Solution 4: Configure a CRM Business Transaction . g) Choose the Search pushbutton. h) Choose the product and enter 1 in the Qty field. i) Save your entries.

Unit 2 Solution 4

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Figure 20: Copying Business Transactions

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Figure 21: Transaction History or Document Flow in Transactions

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Figure 22: Customizing – Copy Control

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Figure 23: Subsequent Referencing

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Unit 2 Exercise 5

Exercise 5: Configure Copying Control Settings . Business Example You want to use existing quotations as a basis for creating additional business transactions, such as a standard telesales order. For this reason, you need to familiarize yourself with copying control in SAP CRM and make necessary entries. Create a follow-up transaction using the quotation created previously. To use your new transaction type ZA## (##Quotation) productively (to create follow-up transactions), you must make and check entries that are needed for transaction types and item categories (at header and item level) in the copy control (## is your group number). Hint: Use the Sales Professional business role.

1. Create a sales order of the type Telesales as a follow-up transaction for the ##Quotation quotation type that you created earlier.

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Unit 2 Exercise 5

Exercise 5: Configure Copying Control Settings . Does the system allow you to do this?

Explain why.

2. In the Define Copying Control for Transaction Types Customizing activity, check whether the entry for copying source transaction type ZA## to target transaction type TA exists. If not, add the missing entry.

Unit 2 Exercise 5

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Exercise 5: Configure Copying Control Settings . Note: You do not have to make any additional settings because you do not use your own item category in ##Quotation; the Telesales (TA) transaction uses the standard item category TAN, and a copy control entry AGN → TAN already exists (SAP standard).

3. Test your settings and create a transaction of the type Telesales (TA) as a followup transaction for ##Quotation (ZA##). Hint: Restart the application.

Note the number. __________________________

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Exercise 5: Configure Copying Control Settings . 4. Where can you find information about the transaction history?

Unit 2 Exercise 5

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Unit 2 Solution 5

Solution 5: Configure Copying Control Settings . Business Example You want to use existing quotations as a basis for creating additional business transactions, such as a standard telesales order. For this reason, you need to familiarize yourself with copying control in SAP CRM and make necessary entries. Create a follow-up transaction using the quotation created previously. To use your new transaction type ZA## (##Quotation) productively (to create follow-up transactions), you must make and check entries that are needed for transaction types and item categories (at header and item level) in the copy control (## is your group number). Hint: Use the Sales Professional business role.

1. Create a sales order of the type Telesales as a follow-up transaction for the ##Quotation quotation type that you created earlier.

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Unit 2 Solution 5

Solution 5: Configure Copying Control Settings . Does the system allow you to do this?

Explain why.

a) Log on to the CRM WebClient UI with the Sales Professional business role. b) Choose Sales Cycle. c) Choose Search → Quotations. d) Enter ##Stockmann in the Sold-To Party field. e) Choose the Search pushbutton.

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Unit 2 Solution 5

Solution 5: Configure Copying Control Settings . f) In the Result List, choose the Quotation ID hyperlink to view the details of the quotation. g) Choose the Create Follow-Up pushbutton. A dialog box is displayed. No, it is not possible to create a follow-up transaction of the type Telesales. After a new transaction type has been set up, only transactions of the type Activity (Appointment, E-Mail, Interaction Log, and Task) can be created without entries having to be made in copy control. Entries in copy control are required for all other types of follow-up transactions. 2. In the Define Copying Control for Transaction Types Customizing activity, check whether the entry for copying source transaction type ZA## to target transaction type TA exists. If not, add the missing entry. a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Copying Control for Business Transactions → Define Copying Control for Transaction Types.

Unit 2 Solution 5

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Solution 5: Configure Copying Control Settings . b) Choose the Position pushbutton. c) Enter ZA## as the source transaction type. d) Choose Enter. The system moves to a line that is alphabetically closest to transaction type ZA##. An entry with your transaction type does not (yet) exist. e) To add the missing entry, choose the New Entries pushbutton. f) Enter the following details: Field

Value

Source trans.

ZA##

Tgt Trans. Type

TA

g) Choose Enter.

Unit 2 Solution 5

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Solution 5: Configure Copying Control Settings . h) Save your entries. Note: You do not have to make any additional settings because you do not use your own item category in ##Quotation; the Telesales (TA) transaction uses the standard item category TAN, and a copy control entry AGN → TAN already exists (SAP standard).

3. Test your settings and create a transaction of the type Telesales (TA) as a followup transaction for ##Quotation (ZA##). Hint: Restart the application.

Note the number.

Unit 2 Solution 5

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Solution 5: Configure Copying Control Settings . __________________________ a) Choose Sales Cycle. b) Choose Search → Quotations. c) Enter ##Stockmann in the Sold-To Party field and choose the Search pushbutton. d) Choose the Quotation ID hyperlink to open the quotation details. e) Choose the Create Follow-Up pushbutton. A dialog box displayed. Caution: Two pages of transaction types are available.

f) Choose Sales Order (Telesales).

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Unit 2 Solution 5

Solution 5: Configure Copying Control Settings . g) In the Select Items dialog box, select the items that you want to transfer. h) Choose the Choose pushbutton. i) Save your entries and note the transaction number. 4. Where can you find information about the transaction history? The Transaction History assignment block contains information about preceding and succeeding documents.

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● Configure transactions types ● Configure item categories ● Configure item category determination ● Configure copying control

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Lesson 3: Configuring Basic Transaction Functions Lesson Objectives After completing this lesson, you will be able to:

●

Configure text determination

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Configure date management

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Configure status management

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Configure incompleteness checks

Unit 2 Lesson 3

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Figure 24: Basic Functions in Business Transactions

Unit 2 Lesson 3

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Figure 25: Texts or Notes in Transactions

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Figure 26: Text Determination Procedure

Unit 2 Lesson 3

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Unit 2 Exercise 6

Exercise 6: Configure Text Determination . Business Example You want to create settings for text determination for the transaction type that you created earlier. To create settings, you need to analyze the existing text determination procedure and change it to enter additional text data. Create settings for text determination. 1. Which text determination procedure is used in transactions of the type ##Quotation (ZA##)? 2. Check the settings for this text determination procedure in Customizing. What text types are used in the underlying text determination procedure? 3. What might be the source of the text data in the Header Note text type?

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Unit 2 Exercise 6

Exercise 6: Configure Text Determination . 4. Copy text determination procedure ORDER001. Enter ZTDP## as the text determination procedure ID and ## Text Determination Procedure as the description. 5. Include the text type A003 (Preparation) in the text determination procedure. Include sequence 0006 for this text type to avoid receiving any warning messages. 6. Assign the text determination procedure you created (ZTDP##) to your transaction type ZA## (##Quotation). 7. Use transaction type ZA## (##Quotation) to test whether the text determination procedure and the text type function correctly. Create a ##Quotation and ensure that the new text type is available in the Notes assignment block by creating a text of this type.

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Unit 2 Solution 6

Solution 6: Configure Text Determination . Business Example You want to create settings for text determination for the transaction type that you created earlier. To create settings, you need to analyze the existing text determination procedure and change it to enter additional text data. Create settings for text determination. 1. Which text determination procedure is used in transactions of the type ##Quotation (ZA##)? a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. b) To view the details of transaction type ZA#, choose the Position pushbutton. c) Enter ZA## in the Transaction Type field. d) Choose Enter.

TCRM20

Unit 2 Solution 6

Solution 6: Configure Text Determination . e) Choose the row that contains the transaction type ZA##. f) Choose the Details pushbutton. The transaction type uses the ORDER001 text determination procedure. 2. Check the settings for this text determination procedure in Customizing. What text types are used in the underlying text determination procedure? a) In Customizing, choose Customer Relationship Management → Basic Functions → Text Management → Define Text Determination Procedure. b) Choose the row that contains the CRM_ORDERH text object. c) In Dialog Structure, choose Procedure. d) Choose the Position pushbutton. e) Enter ORDER001 in the Text Det. Proc. field.

TCRM20

Unit 2 Solution 6

Solution 6: Configure Text Determination . f) Choose Enter. g) Choose the row that contains the text determination procedure ORDER001. h) Choose Definition of Procedure. The 0001 (Header Note), 1000 (Customer wishes), 0003 (Final note), 0002 (Internal note), and S001 (Problem Description) text types are used. 3. What might be the source of the text data in the Header Note text type? Check access 01 (Business partner text), which is assigned to the 0001 text type. In the details of the access sequence, you can see that it searches in the Correspondence text type of the business partner. Text information in the business partner can be copied to the header note of the business transaction.

TCRM20

Unit 2 Solution 6

Solution 6: Configure Text Determination . 4. Copy text determination procedure ORDER001. Enter ZTDP## as the text determination procedure ID and ## Text Determination Procedure as the description. a) In Dialog Structure, choose Procedure. b) Choose the Position pushbutton. c) Enter ORDER001 in the Text Det. Proc. field and choose Enter. d) Choose the row that contains text determination procedure ORDER001. e) Choose the Copy As pushbutton. f) Enter the following details: Field

Value

Text Det.Proc.

ZTDP##

Unit 2 Solution 6

TCRM20

Solution 6: Configure Text Determination . Field

Value

Dscrptn Proc.

##Text determination procedure

g) Choose Enter. h) In the dialog box that appears, confirm that you want to copy all the dependent entries. i) Choose text determination procedure ZTDP## followed by Definition of Procedure. 5. Include the text type A003 (Preparation) in the text determination procedure. Include sequence 0006 for this text type to avoid receiving any warning messages. a) Choose the New Entries pushbutton.

Unit 2 Solution 6

TCRM20

Solution 6: Configure Text Determination . b) Enter the following details: Field

Value

Text Type

A003

Sequence

0006

Hint: If the warning message Value should be numeric is displayed, confirm this by pressing ENTER.

c) Save your entries. 6. Assign the text determination procedure you created (ZTDP##) to your transaction type ZA## (##Quotation).

TCRM20

Unit 2 Solution 6

Solution 6: Configure Text Determination . a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. b) Choose the Position pushbutton. c) Enter ZA## in the Transaction Type field. d) Choose Enter. e) Choose the row that contains transaction type ZA##. f) Choose the Details pushbutton. g) Enter ZTDP## in the Text Det. Procedure field. h) Save your entries. 7. Use transaction type ZA## (##Quotation) to test whether the text determination procedure and the text type function correctly.

TCRM20

Unit 2 Solution 6

Solution 6: Configure Text Determination . Create a ##Quotation and ensure that the new text type is available in the Notes assignment block by creating a text of this type. a) On the Sales Professional screen, choose Sales Cycle. b) Choose Create → Quotation. c) In the Select Transaction Type dialog box, choose transaction type ZA##. d) Enter a sold-to party. e) Save your entries. Yes, the new text type can be used in transaction type ##Quotation.

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Figure 27: Date Management

Unit 2 Lesson 3

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Figure 28: Date Profile

Unit 2 Lesson 3

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Figure 29: Status Management

Unit 2 Lesson 3

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Figure 30: Status Profile

Unit 2 Lesson 3

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Figure 31: Incompleteness Check

Unit 2 Lesson 3

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Figure 32: Incompleteness Check – Customizing

Unit 2 Lesson 3

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Unit 2 Exercise 7

Exercise 7: Configure Incompleteness Checks . Business Example You want to create a new incompleteness procedure for your transaction type ZA##, ##Quotation. The transaction is to be classified as incomplete if the external reference is missing. Create an incompleteness procedure for the transaction type ZA## (## is your group number). You want to ensure that the External Reference field is maintained in the sales transaction ZA##. You want an error message to be displayed if no data is entered for the field. Create the incompleteness group ZG## with the IC Group ## description for your transaction. Maintain the ZP## incompleteness procedure with the IC Procedure ## description. 1. Define the ZG## incompleteness group.

Unit 2 Exercise 7

TCRM20

Exercise 7: Configure Incompleteness Checks . Hint: In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Incompleteness Check → Define Incompleteness Procedures.

2. Assign the incompleteness group ZG## to your transaction type ZA##. 3. Create the incompleteness procedure ZP## with the description IC Procedure ##. 4. Enter the details for the incompleteness procedure and define the field as External Reference so that a warning is displayed if it is not filled. Save your entries.

Unit 2 Exercise 7

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Exercise 7: Configure Incompleteness Checks . Note: Use the object name SALES and the field name PO_NUMBER_SOLD. In the CRM WebClient application, you can press the F2 key to display technical information.

In SAP GUI to see the field nam in field, choose F1 help, and choose Technical Information. The field name is displayed in the Field Data area. 5. Create an incompleteness procedure determination. Enter ZG## in the Incompleteness Group: Transact. field (incompleteness for transaction type) and leave the field for the business partner blank. Enter ZP## in the Procedure field. 6. Check whether your incompleteness procedure works properly. Create a new quotation of type ##Quotation. Is a warning message displayed?

TCRM20

Unit 2 Solution 7

Solution 7: Configure Incompleteness Checks . Business Example You want to create a new incompleteness procedure for your transaction type ZA##, ##Quotation. The transaction is to be classified as incomplete if the external reference is missing. Create an incompleteness procedure for the transaction type ZA## (## is your group number). You want to ensure that the External Reference field is maintained in the sales transaction ZA##. You want an error message to be displayed if no data is entered for the field. Create the incompleteness group ZG## with the IC Group ## description for your transaction. Maintain the ZP## incompleteness procedure with the IC Procedure ## description. 1. Define the ZG## incompleteness group.

Unit 2 Solution 7

TCRM20

Solution 7: Configure Incompleteness Checks . Hint: In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Incompleteness Check → Define Incompleteness Procedures.

a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Incompleteness Check → Define Incompleteness Procedures. b) In Dialog Structure, choose Incompleteness Group: Transaction/Item. c) Choose the New Entries pushbutton. d) Enter the following details:

Unit 2 Solution 7

TCRM20

Solution 7: Configure Incompleteness Checks . Field

Value

IncompGrp

ZG##

Short Description

IC Group ##

e) Save your entries. 2. Assign the incompleteness group ZG## to your transaction type ZA##. a) In Dialog Structure, choose Assignment: TransactionType - Incompleteness Group. b) To search for the ZA## transaction type, choose the Position pushbutton. c) Enter ZA## in the Transaction Type field. d) Choose Enter.

TCRM20

Unit 2 Solution 7

Solution 7: Configure Incompleteness Checks . e) Choose the row that contains the transaction type ZA##. f) Enter ZG## in the Incompleteness Group field. g) Save your entries. 3. Create the incompleteness procedure ZP## with the description IC Procedure ##. a) In Dialog Structure, choose Incompleteness Procedure. b) Choose the New Entries pushbutton. c) Enter the following details: Field

Value

Procedure

ZP##

Unit 2 Solution 7

TCRM20

Solution 7: Configure Incompleteness Checks . Field

Value

Short Description

IC Procedure ##

d) Save your entries. 4. Enter the details for the incompleteness procedure and define the field as External Reference so that a warning is displayed if it is not filled. Save your entries. Note: Use the object name SALES and the field name PO_NUMBER_SOLD. In the CRM WebClient application, you can press the F2 key to display technical information.

In SAP GUI to see the field nam in field, choose F1 help, and choose Technical Information. The field name is displayed in the Field Data area. a) In Dialog Structure, choose Incompleteness Procedure: Detail.

Unit 2 Solution 7

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Solution 7: Configure Incompleteness Checks . b) Choose the New Entries pushbutton. c) Enter the following details: Field

Value

Object Name

SALES

Field Name

PO_NUMBER_SOLD

Relevance

Header

Message Category

Warning

Bus. Transaction

INC1

d) Save your entries. 5. Create an incompleteness procedure determination. Enter ZG## in the Incompleteness Group: Transact. field (incompleteness for transaction type) and leave the field for the business partner blank. Enter ZP## in the Procedure field.

Unit 2 Solution 7

TCRM20

Solution 7: Configure Incompleteness Checks . a) In Dialog Structure, choose Incompleteness Procedure: Determination. b) Choose the New Entries pushbutton. c) Enter the following details: Field

Value

Incompleteness Group: Transact.

ZG##

Procedure

ZP##

d) Save your entries. 6. Check whether your incompleteness procedure works properly. Create a new quotation of type ##Quotation. Is a warning message displayed? a) On the Sales Professional screen, choose Sales Cycle. b) Choose Create → Quotation.

TCRM20

Unit 2 Solution 7

Solution 7: Configure Incompleteness Checks . c) In the Select Transaction Type dialog box, choose ##Quotation. d) Enter a sold-to party. e) Save the quotation. Yes, a warning message is displayed if the External Reference field is not filled.

TCRM20


● Configure text determination ● Configure date management ● Configure status management ● Configure incompleteness checks

TCRM20 Which of the following have header level only? Choose the correct answer.

A. Leads B. Opportunities C. Tasks

Unit 2

TCRM20 Which of the following have header level only?

C. Tasks

Unit 2

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Unit 2

Determine whether this statement is true or false.

"Once a product is entered into a business transaction, the system automatically tries to determine a default item category."

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Unit 2


"Once a product is entered into a business transaction, the system automatically tries to determine a default item category." True

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Unit 2


"The procedure for item category determination in the ERP and CRM systems must be set up in the same way."

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Unit 2


"The procedure for item category determination in the ERP and CRM systems must be set up in the same way." True

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Unit 2


"To create transactions quickly, you can copy an existing transaction and use this as the basis for a new transaction."

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Unit 2


"To create transactions quickly, you can copy an existing transaction and use this as the basis for a new transaction." True

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Unit 2

Which settings are required in copy control Customizing for the processing of follow-up transactions? Choose the correct answers.

A. Copy control for transaction types B. Copy control for item categories C. Setting up the date profile

TCRM20

Unit 2

Which settings are required in copy control Customizing for the processing of follow-up transactions?

A. Copy control for transaction types B. Copy control for item categories

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Unit 2


"The transaction history is only available at header level."

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Unit 2


"The transaction history is only available at header level." False

TCRM20 Determine whether this statement is true or false.

"Partner processing is a basic function in transaction processing."

Unit 2


"Partner processing is a basic function in transaction processing." True

Unit 2

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Unit 2


"Date management allows you to process limited dates in a document."

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Unit 2


"Date management allows you to process limited dates in a document." False

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Unit 2


"You can define date types and durations according to your company terminology."

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Unit 2


"You can define date types and durations according to your company terminology." True

Unit 3: Activity Management Lesson 1: Maintaining Activities Lesson 2: Configuring Activities

TCRM20

Lesson 1: Maintaining Activities Lesson Objectives After completing this lesson, you will be able to:

●

Analyze SAP CRM activities

●

Evaluate surveys and activity journals

●

Analyze Groupware integration (GWI)

Unit 3 Lesson 1

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Figure 33: Types of Activities

Unit 3 Lesson 1

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Figure 34: Structure of Activities

Unit 3 Lesson 1

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Figure 35: Activities in the CRM WebClient UI

Unit 3 Lesson 1

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Unit 3 Exercise 8

Exercise 8: Analyze CRM Activities . Business Example You want to understand CRM activities. Answer the following questions: 1. The transaction type customizing indirectly controls (via the category) the application that creates E-Mail and Interaction Log activities. Determine whether this statement is true or false. X True X False

TCRM20

Unit 3 Solution 8

Solution 8: Analyze CRM Activities . Business Example You want to understand CRM activities. Answer the following questions: 1. The transaction type customizing indirectly controls (via the category) the application that creates E-Mail and Interaction Log activities. Determine whether this statement is true or false. X True X False You can control the category for the transaction type, such as E-Mail, Interaction Log, Appointment, or Task by using the transaction type entry Category.

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Figure 36: Survey Suite

Unit 3 Lesson 1

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Figure 37: Activity Journals

Unit 3 Lesson 1

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Figure 38: Integration of the Calendar – Integration of Client’s GW

Unit 3 Lesson 1

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Figure 39: GWI on Servers

Unit 3 Lesson 1

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● Analyze SAP CRM activities ● Evaluate surveys and activity journals ● Analyze Groupware integration (GWI)

TCRM20

Lesson 2: Configuring Activities Lesson Objectives After completing this lesson, you will be able to:

●

Configure CRM activities

Unit 3 Lesson 2

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Figure 40: Customizing of Activities

Unit 3 Lesson 2

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Figure 41: Follow-Up Activities

Unit 3 Lesson 2

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Unit 3 Exercise 9

Exercise 9: Configure a New Type of Activity . Business Example You want to familiarize yourself with the activity maintenance functions in the SAP CRM system for your trade fair business and set up a new transaction type of the type trade fair activities. Create an activity as a new transaction type with certain default values. Create a follow-up activity with questionnaire support. For customer visits that result from trade fair activities, set up a Trade Fair activity in the system as a new transaction type with certain default values. 1. In Customizing, enter the new goal Z## with the description ##Trial Order (## is your group number). Hint: In Customizing, choose Customer Relationship Management → Transactions → Settings for Activities.

TCRM20

Unit 3 Exercise 9

Exercise 9: Configure a New Type of Activity . 2. In Customizing, define the new category Y## with the description ##Appointment for the activities and assign it the Appointment class. 3. Copy the existing 0001 (Interaction Log) transaction type. Enter ZB## as the transaction type and ##Trade Fair Visit as the name and long description. Assign organizational data profile ZORGPROF## and action profile ACTIVITY to the new transaction type. 4. Set the new goal as ##Trial Order (Z##) and the new category as ##Appointment (Y##), and then set the priority to High. A ##Trade Fair Visit should be relevant to the calendar. It should not be possible to create a private ##Trade Fair Visit. Select and check the corresponding checkboxes. 5. Test the new transaction type by creating an activity of the type ##Trade Fair Visit for a week from today, for the duration 2.00–3.00 p.m. Use First ##Visit after trade fair as the description and ##Stockmann as the account.

TCRM20

Unit 3 Exercise 9

Exercise 9: Configure a New Type of Activity . Check whether the system’s default entries for priority and goal are correct. Can you make the activity private? Can you find the activity in the calendar of the sales representative or employee responsible? Both partners should contain employee names that are assigned your CRM logon user. 6. Create a follow-up activity with questionnaire support. With respect to the new ##Trade Fair Visit activity, create a follow-up activity of the type Survey Activity. Use Survey of ##Stockmann as the description and choose a suitable date in the future. Fill out the survey. Save the activity and note the number. ________________________

TCRM20

Unit 3 Solution 9

Solution 9: Configure a New Type of Activity . Business Example You want to familiarize yourself with the activity maintenance functions in the SAP CRM system for your trade fair business and set up a new transaction type of the type trade fair activities. Create an activity as a new transaction type with certain default values. Create a follow-up activity with questionnaire support. For customer visits that result from trade fair activities, set up a Trade Fair activity in the system as a new transaction type with certain default values. 1. In Customizing, enter the new goal Z## with the description ##Trial Order (## is your group number). Hint: In Customizing, choose Customer Relationship Management → Transactions → Settings for Activities.

Unit 3 Solution 9

TCRM20

Solution 9: Configure a New Type of Activity . a) In Customizing, choose Customer Relationship Management → Transactions → Settings for Activities → Maintain Categories, Goals, and Priorities → Maintain Goals. b) Choose the New Entries pushbutton. c) Enter the following details: Field

Value

Target

Z##

Description

##Trial Order

d) Save your entries. e) Go back.

Unit 3 Solution 9

TCRM20

Solution 9: Configure a New Type of Activity . 2. In Customizing, define the new category Y## with the description ##Appointment for the activities and assign it the Appointment class. a) In Customizing, choose Customer Relationship Management → Transactions → Settings for Activities → Maintain Categories, Goals, and Priorities → Maintain Categories. b) Choose the New Entries pushbutton. c) Enter the following details: Field

Value

Category

Y##

Description

##Appointment

Class

Appointment

d) Save your entries.

TCRM20

Unit 3 Solution 9

Solution 9: Configure a New Type of Activity . 3. Copy the existing 0001 (Interaction Log) transaction type. Enter ZB## as the transaction type and ##Trade Fair Visit as the name and long description. Assign organizational data profile ZORGPROF## and action profile ACTIVITY to the new transaction type. a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. b) Choose the row that contains transaction type 0001 (Interaction Log). c) Choose the Copy As pushbutton. d) Enter ZB## in the Transaction Type field. e) Enter ##Trade Fair Visit as the short description. f) Enter ##Trade Fair Visit as the long description.

Unit 3 Solution 9

TCRM20

Solution 9: Configure a New Type of Activity . g) Choose Enter to begin copying. A message indicating the number of dependent entries copied is displayed. h) Choose Continue. i) Choose the row that contains transaction type ZB## and then choose the Details pushbutton. j) Enter the following details: Field

Value

Organizational Data Profile

ZORGPROF##

Action Profile

ACTIVITY

4. Set the new goal as ##Trial Order (Z##) and the new category as ##Appointment (Y##), and then set the priority to High.

TCRM20

Unit 3 Solution 9

Solution 9: Configure a New Type of Activity . A ##Trade Fair Visit should be relevant to the calendar. It should not be possible to create a private ##Trade Fair Visit. Select and check the corresponding checkboxes. a) In Dialog Structure -, choose Assignment of Business Transaction Categories. b) Choose the Business Activity transaction category. c) Choose Customizing header. d) Enter ##Appointment as the category. e) Enter ##Trial Order as the goal. f) Save your entries. g) Note that the default settings of the checkboxes already meet your requirements.

TCRM20

Unit 3 Solution 9

Solution 9: Configure a New Type of Activity . h) The Calendar checkbox is selected by default. Retain this default selection. i) The Private Appointments Allowed checkbox is deselected by default. Retain this default selection. 5. Test the new transaction type by creating an activity of the type ##Trade Fair Visit for a week from today, for the duration 2.00–3.00 p.m. Use First ##Visit after trade fair as the description and ##Stockmann as the account. Check whether the system’s default entries for priority and goal are correct. Can you make the activity private? Can you find the activity in the calendar of the sales representative or employee responsible? Both partners should contain employee names that are assigned your CRM logon user. a) In the CRM WebClient UI, choose Activities. b) Choose Create → Appointment.

Unit 3 Solution 9

TCRM20

Solution 9: Configure a New Type of Activity . c) In the Select Transaction Type dialog box, choose the ##Trade Fair Visit transaction type. d) Enter the following details: Field

Value

Description

First ##Visit after trade fair

Account

##Stockmann

e) Enter Start Date/Time as one week from the present date and 14:00. f) Enter End Date/Time as one week from the present date and 15:00. Check whether the system default entries for priority and goal are correct. The fields are displayed and prefilled in the Appointment: Details assignment block.

Unit 3 Solution 9

TCRM20

Solution 9: Configure a New Type of Activity . Note: In standard SAP systems, the Goal field is not displayed in the user interface.

Can you make the activity private? No. The checkbox is grayed out because of the default setting and is not ready for input. g) Save the activity. Can you find the activity in the calendar of the employee responsible? h) In the CRM WebClient UI, choose Calendar. i) Choose the Week pushbutton. j) Choose the Next Week pushbutton. The appointment is displayed.

TCRM20

Unit 3 Solution 9

Solution 9: Configure a New Type of Activity . 6. Create a follow-up activity with questionnaire support. With respect to the new ##Trade Fair Visit activity, create a follow-up activity of the type Survey Activity. Use Survey of ##Stockmann as the description and choose a suitable date in the future. Fill out the survey. Save the activity and note the number. ________________________ a) Find the activity that you created using the calendar entry. b) Choose More → Follow-Up. c) Choose Interaction Log - Survey Activity. d) Enter Survey of ##Stockmann as the description. e) Enter the date two weeks from the present date in the Start Date field. f) Enter 10:00 10:10 in the Time From/To field.

TCRM20

Solution 9: Configure a New Type of Activity . g) Fill out the survey. h) Choose the Questionnaires assignment block. i) Choose Action Edit. j) Fill out the survey with answers of your choice and save it. k) Go back and save the activity.

Unit 3 Solution 9

TCRM20


● Configure CRM activities


"The SAP Groupware connector executes message synchronization between the SAP CRM server and the Groupware (GW) server."

Unit 3


"The SAP Groupware connector executes message synchronization between the SAP CRM server and the Groupware (GW) server." True

Unit 3


" Categories and goals are activity-specific transaction settings. "

Unit 3


" Categories and goals are activity-specific transaction settings. " True

Unit 3

Unit 4: Partner Determination Lesson 1: Determining Partners in Business Transactions Lesson 2: Configuring Partner Determination

TCRM20

Unit 4 Lesson 1

Lesson 1: Determining Partners in Business Transactions Lesson Objectives After completing this lesson, you will be able to:

●

Analyze partner processing

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Figure 42: Partner Processing

Unit 4 Lesson 1

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Figure 43: Automatic Partner Processing

Unit 4 Lesson 1

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Figure 44: Partner Processing in the Application

Unit 4 Lesson 1

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Unit 4 Exercise 10

Exercise 10: Analyze Partner Processing . Business Example You want to understand the basic functions of partner processing. Analyze partner processing for a sales transaction. Answer the following questions: 1. Partner processing in SAP CRM business transactions is an optional function. Determine whether this statement is true or false. X True X False

TCRM20

Unit 4 Exercise 10

Exercise 10: Analyze Partner Processing . 2. Which of the following are standard features within partner processing? Choose the correct answers. X A You can derive relevant business partners from object information. X B You can use partner processing in account and contact management to determine and assign an employee responsible to a corporate account. X C You can use partner processing to determine positions from the organizational model. X D You can use partner processing to determine organizational units. X E You can specify whether partner information can be changed in business transactions.

TCRM20

Unit 4 Exercise 10

Exercise 10: Analyze Partner Processing . X F You can specify whether partners can be inherited from transaction header to transaction item. 3. Analyze partner processing for the sales transaction ##Quotation in Customizing. Create a quotation with transaction type ##Quotation in the CRM WebClient UI. Use the business partner ##Stockmann as the sold-to party (## is your group number). Which partner functions for this sales transaction does the system find automatically? Does the system also determine a contact person? 4. Which access sequence does the system use to search for the employee responsible?

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Unit 4 Exercise 10

Exercise 10: Analyze Partner Processing . 5. Why are the Sales manager and the Sales employee partner functions not listed in the CRM WebClient UI application of the ##Quotation?

TCRM20

Unit 4 Solution 10

Solution 10: Analyze Partner Processing . Business Example You want to understand the basic functions of partner processing. Analyze partner processing for a sales transaction. Answer the following questions: 1. Partner processing in SAP CRM business transactions is an optional function. Determine whether this statement is true or false. X True X False Every CRM business transaction uses partner determination. It is not possible to create a transaction type without any kind of business partner.

TCRM20

Unit 4 Solution 10

Solution 10: Analyze Partner Processing . 2. Which of the following are standard features within partner processing? Choose the correct answers. X A You can derive relevant business partners from object information. X B You can use partner processing in account and contact management to determine and assign an employee responsible to a corporate account. X C You can use partner processing to determine positions from the organizational model. X D You can use partner processing to determine organizational units. X E You can specify whether partner information can be changed in business transactions.

TCRM20

Unit 4 Solution 10

Solution 10: Analyze Partner Processing . X F You can specify whether partners can be inherited from transaction header to transaction item. Partner processing is relevant for business transactions (and other applications), but is not relevant for account and contact management. After the organizational units are created as business partners (usually automatically) you can add them to the partner information (for example, a service technician group). 3. Analyze partner processing for the sales transaction ##Quotation in Customizing. Create a quotation with transaction type ##Quotation in the CRM WebClient UI. Use the business partner ##Stockmann as the sold-to party (## is your group number). Which partner functions for this sales transaction does the system find automatically? Does the system also determine a contact person?

Unit 4 Solution 10

TCRM20

Solution 10: Analyze Partner Processing . a) In Customizing, choose SAP Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. Partner determination procedure 00000001 is assigned to transaction type ZA## (##Quotation). b) In Customizing, choose Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure. c) Select partner determination procedure 00000001 and choose Partner Functions in Procedure. Partner determination procedure 00000001 contains the following partner functions:

● Sold-to party

Unit 4 Solution 10

TCRM20

Solution 10: Analyze Partner Processing .

● Ship-to party ● Bill-to party ● Payer ● Sales manager ● Sales employee ● Employee responsible Does the system also determine a contact person? The system does not automatically determine the partner function Contact person (CRM) because it is not listed in the partner determination procedure. 4. Which access sequence does the system use to search for the employee responsible?

TCRM20

Unit 4 Solution 10

Solution 10: Analyze Partner Processing . a) In Customizing, choose Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure. b) Choose the Employee responsible partner function. c) Choose the Details pushbutton. The system uses the access sequence IDES. from/user (technical key Z006). 5. Why are the Sales manager and the Sales employee partner functions not listed in the CRM WebClient UI application of the ##Quotation? In the CRM WebClient UI, five partners are determined automatically when a ##Quotation is created. This happens because no access sequence has been assigned to the partner functions Sales manager and Sales employee. These partners can be added manually by the user.

TCRM20


● Analyze partner processing

TCRM20

Lesson 2: Configuring Partner Determination Lesson Objectives After completing this lesson, you will be able to:

●

Configure partner functions

●

Configure partner determination procedures

●

Configure access sequences

Unit 4 Lesson 2

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Figure 45: Partner Processing in Customizing

Unit 4 Lesson 2

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Figure 46: Partner Function Categories and Partner Functions

Unit 4 Lesson 2

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Figure 47: Partner Determination Procedure

Unit 4 Lesson 2

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Figure 48: Access Sequences

Unit 4 Lesson 2

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Unit 4 Exercise 11

Exercise 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . Business Example In your trade fair business framework, you want to set up partner processing for the transaction type ##Quotation according to your requirements. You want to utilize business partner relationships and enter the contact persons in the document as partners. Create an access sequence and include it in a new partner determination procedure. Set up partner processing. You want to use a partner determination procedure for the transaction type ##Quotation that determines at least one of the customer’s contact persons (## is your group number). 1. Copy the partner determination procedure Telesales (00000001) with its dependent entries to ZPS##. Name the new partner determination procedure PartnerDetProc ##.

TCRM20

Unit 4 Exercise 11

Exercise 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . 2. Create a new access sequence ZZ## (##Sold-To Party - Relationships) with one individual access that searches for a partner in the relationships maintained in the business partner master record. Enter 10 for the batch and dialog sequences, Business partner relationships as the source, and Sold-to Party (CRM) as the partner function. 3. Add the partner function Contact person (CRM) to the partner determination procedure ZPS##. The partner function Contact person (CRM) should occur at least once but no more than three times. For the determination, use the ##Sold-To Party - Relationships access sequence that you created in the previous exercise. Leave the remaining fields empty. 4. Make sure that the address usage Receive goods for the partner function ShipTo party is used. For all other partner functions, the standard address should be determined in transactions.

TCRM20

Unit 4 Exercise 11

Exercise 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . 5. Assign partner determination procedure ZPS## to transaction type ZA## (##Quotation). 6. Test the new partner determination procedure by creating a quotation of type ##Quotation. Does the system now determine the contact person who was stored as a relationship to the business partner? 7. Which concept or construct makes partner processing flexible? Explain why.

TCRM20

Unit 4 Exercise 11

Exercise 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . 8. Can you define your own partner functions in Customizing?

9. Can you define your own partner function categories?

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Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . Business Example In your trade fair business framework, you want to set up partner processing for the transaction type ##Quotation according to your requirements. You want to utilize business partner relationships and enter the contact persons in the document as partners. Create an access sequence and include it in a new partner determination procedure. Set up partner processing. You want to use a partner determination procedure for the transaction type ##Quotation that determines at least one of the customer’s contact persons (## is your group number). 1. Copy the partner determination procedure Telesales (00000001) with its dependent entries to ZPS##. Name the new partner determination procedure PartnerDetProc ##.

Unit 4 Solution 11

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Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . a) In Customizing, choose Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure. b) Choose the row that contains the 00000001 (Telesales) procedure. c) Choose the Copy As pushbutton. d) Enter the following details: Field

Value

Procedure

ZPS##

Description

PartnerDetProc ##

e) In the dialog box that displays, confirm that you want to copy the procedure and all dependent entries.

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Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . f) Save your entries and go back. 2. Create a new access sequence ZZ## (##Sold-To Party - Relationships) with one individual access that searches for a partner in the relationships maintained in the business partner master record. Enter 10 for the batch and dialog sequences, Business partner relationships as the source, and Sold-to Party (CRM) as the partner function. a) In Customizing, choose Customer Relationship Management → Basic Functions → Partner Processing → Define Access Sequences. b) Choose the New Entries pushbutton. c) Enter the following details:

TCRM20

Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . Field

Value

Sequence

ZZ##

Description

##Sold-To Party Relationships

d) Choose the row that contains the new access sequence ZZ##. e) In Dialog Structure, choose Individual Accesses. f) Choose the New Entries pushbutton. g) Enter the following details: Field

Value

Batch Sequence

10

Unit 4 Solution 11

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Value

Dialog Sequence

10

Source

Business Partner Relationships

Partner function

Sold-to Party (CRM)

h) Save the data and go back. 3. Add the partner function Contact person (CRM) to the partner determination procedure ZPS##. The partner function Contact person (CRM) should occur at least once but no more than three times. For the determination, use the ##Sold-To Party - Relationships access sequence that you created in the previous exercise. Leave the remaining fields empty.

TCRM20

Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . a) In Customizing, choose Customer Relationship Management → Basic Functions → Partner Processing → Define Partner Determination Procedure. b) Choose the Position pushbutton. c) Enter ZPS## in the PartnerDetProc field. d) Choose Continue. e) Choose the row that contains the partner determination procedure ZPS##. f) In Dialog Structure, choose Partner Functions in Procedure. g) Choose the New Entries pushbutton. h) Enter the following details:

Unit 4 Solution 11

TCRM20


Value

Partner function

Contact person (CRM)

Number of Occurrences (Lowest)

1

Number of Occurrences (Highest)

3

Access sequence

##Sold-To Party Relationships

4. Make sure that the address usage Receive goods for the partner function ShipTo party is used. For all other partner functions, the standard address should be determined in transactions. a) In the address details of the partner function Ship-To Party, enter Receive goods in the Address for Trans. field.

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Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . 5. Assign partner determination procedure ZPS## to transaction type ZA## (##Quotation). a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. b) Choose the Position pushbutton. c) Enter ZA## in the Transaction Type field and press ENTER. d) Choose the row that contains transaction type ZA##. e) Choose the Details pushbutton. f) Enter ZPS## in the Partner Determ.Proc. field. g) Save your entries.

TCRM20

Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . 6. Test the new partner determination procedure by creating a quotation of type ##Quotation. Does the system now determine the contact person who was stored as a relationship to the business partner? a) In the WebClient UI, choose Sales Cycle. b) Choose Create → Quotation. c) In the Select Transaction Type dialog box, choose ##Quotation. d) Enter ##Stockmann in the Sold-To Party field. e) Press ENTER.

Unit 4 Solution 11

TCRM20

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . Note: No dialog box should display an error indicating unclear address determination.

f) Choose the Parties Involved assignment block. Check the addresses of the parties involved and observe that the system finds the contact person Michael ##Contact.

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Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . 7. Which concept or construct makes partner processing flexible? Explain why. Access sequences enable the definition of search strategies to search for individual partners. For example, the employee responsible can be determined through organizational data determination. Alternatively, the system user can enter it manually if no partners are found. 8. Can you define your own partner functions in Customizing? Yes. It is possible to define your own partner functions to meet your personal requirements.

TCRM20

Unit 4 Solution 11

Solution 11: Create an Access Sequence and Include It in a New Partner Determination Procedure . 9. Can you define your own partner function categories? No. It is not possible to create your own partner function categories in Customizing.

TCRM20


● Configure partner functions ● Configure partner determination procedures ● Configure access sequences

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Unit 4


"All transactions in SAP CRM involve business partners. "

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Unit 4


"All transactions in SAP CRM involve business partners. " True

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Unit 4


"The partner determination process uses various sources of information to find and enter partners automatically."

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Unit 4


"The partner determination process uses various sources of information to find and enter partners automatically." True

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Unit 4


"In a transaction, partners can be determined only at header level."

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Unit 4


"In a transaction, partners can be determined only at header level." False

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Unit 4

Which of the following is a set of rules to determine how the system works with business partners during transaction processing? Choose the correct answer.

A. Partner function B. Partner determination procedure C. Access sequence D. Partner function category

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Unit 4

Which of the following is a set of rules to determine how the system works with business partners during transaction processing?

B. Partner determination procedure

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Unit 4


"A partner determination procedure does not contain access sequences."

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Unit 4


"A partner determination procedure does not contain access sequences." False

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Unit 4


"If you save a transaction and then alter it, no new partner processing (determination) takes place."

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Unit 4


"If you save a transaction and then alter it, no new partner processing (determination) takes place." True

Unit 4


"An access sequence is a search strategy."

Unit 4


"An access sequence is a search strategy." True

Unit 5: Action Processing Lesson 1: Processing Actions in Business Transactions Lesson 2: Configuring Actions

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Unit 5 Lesson 1

Lesson 1: Processing Actions in Business Transactions Lesson Objectives After completing this lesson, you will be able to:

●

Analyze options for action processing

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Unit 5 Lesson 1

Transaction

Action

Condition

Quotation

Set a quotation to completed.

Expired validity period

Contract

Create a follow-up activity, such as a phone call.

Two weeks before contract end

Repair

Generate a diagnosis item.

Repair item not completed

Order

Print the order confirmation. Order free of errors

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Figure 49: Action Processing – Workflow

Unit 5 Lesson 1

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Figure 50: Action Monitor

Unit 5 Lesson 1

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Unit 5 Exercise 12

Exercise 12: Display and Execute Actions . Business example You want to set up and process actions to print completed quotations. Create a ##Quotation and see if you can display or issue a corresponding form (## is your group number). 1. Create a quotation of the type ##Quotation for the customer ##Stockmann. Offer the customer 10 pieces of the material with the description ##Monitor. 2. Display the actions for the quotation. Which entries are displayed in the corresponding assignment block? Does the list include the Print Quotation Manually action? Schedule the action manually. What processing status does this action have? 3. Can you execute the Complete offer action? Explain why. 4. Change the valid-to date of the quotation to the present date.

TCRM20

Unit 5 Exercise 12

Exercise 12: Display and Execute Actions . Caution: Do not execute the Complete offer action in the CRM WebClient UI.

5. Display the print preview of the quotation that was determined. 6. Use the action monitor transaction in the SAP GUI to select and execute the Complete offer action for your quotation. Hint: If you want to select the action from the quotation you created, enter the <*transaction number> in the Application Key field.

TCRM20

Unit 5 Solution 12

Solution 12: Display and Execute Actions . Business example You want to set up and process actions to print completed quotations. Create a ##Quotation and see if you can display or issue a corresponding form (## is your group number). 1. Create a quotation of the type ##Quotation for the customer ##Stockmann. Offer the customer 10 pieces of the material with the description ##Monitor. a) In the WebClient UI, choose Sales Cycle. b) Choose Create → Quotation. c) In the Select Transaction Type dialog box, choose ##Quotation. d) Enter ##Stockmann in the Sold-To Party field.

TCRM20

Unit 5 Solution 12

Solution 12: Display and Execute Actions . e) Enter the product ID of the monitor product you created. You can use the search help. f) Press ENTER. g) Enter 10 as the quantity. h) Press ENTER. 2. Display the actions for the quotation. Which entries are displayed in the corresponding assignment block? Does the list include the Print Quotation Manually action? Schedule the action manually. What processing status does this action have? a) In the Personalization dialog box, choose the Personalize pushbutton. b) Select and move Scheduled Actions from Available Assignment Blocks to Displayed Assignment Blocks.

TCRM20

Unit 5 Solution 12

Solution 12: Display and Execute Actions . c) Save the setting. d) Choose the Scheduled Actions assignment block. Various scheduled and unprocessed actions are displayed. These include Call Customer Again About Offer, Automatic Release of Offers, Start Release Procedure for Offers, Quotation Reminder, Complete Offer and Call Customer Again About Offer (Alert). No, the list does not include an action to print the quotation. e) To schedule this action manually, choose the Schedule New Actions pushbutton. f) Choose the Print Quotation Manually action. g) Choose the Schedule pushbutton. The system displays the message Action was executed immediately after scheduling. h) Go back. The status of the action is Processed.

Unit 5 Solution 12

TCRM20

Solution 12: Display and Execute Actions . 3. Can you execute the Complete offer action? Explain why. a) Choose the Execute Action hyperlink corresponding to the Complete offer action. The system displays the error message Start Condition is Not Fulfilled. This is because the valid-to date of the quotation has not yet been reached. 4. Change the valid-to date of the quotation to the present date. Caution: Do not execute the Complete offer action in the CRM WebClient UI.

a) In the Quotation Details assignment block, enter the present date in the ValidTo field. b) Save the quotation. 5. Display the print preview of the quotation that was determined.

TCRM20

Unit 5 Solution 12

Solution 12: Display and Execute Actions . a) Choose More → Preview Output. 6. Use the action monitor transaction in the SAP GUI to select and execute the Complete offer action for your quotation. Hint: If you want to select the action from the quotation you created, enter the <*transaction number> in the Application Key field.

a) On SAP Easy Access screen, choose SAP Menu → Sales → Monitoring → Action Monitor. b) Enter the following details: Field

Value

Action Definition

QUOTATION_COMPLETE

Unit 5 Solution 12

TCRM20

Solution 12: Display and Execute Actions . Field

Value

Application Key

<*Number of your quotation>

Action Status

0 (Not processed)

Processed at

Processing Using Selection Report

c) Choose the Execute pushbutton. d) When the results are displayed, select the relevant action and choose the Process pushbutton. e) In the CRM WebClient UI, verify that the status of the quotation is Completed.

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● Analyze options for action processing

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Lesson 2: Configuring Actions Lesson Objectives After completing this lesson, you will be able to:

●

Configure action profiles and actions

●

Configure conditions for actions

Unit 5 Lesson 2

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Figure 51: Example – Actions in a Quotation

Unit 5 Lesson 2

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Figure 52: Processing Time

Unit 5 Lesson 2

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Figure 53: Processing Types

Unit 5 Lesson 2

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Figure 54: SAP Smart Forms – Layout of Messages

Unit 5 Lesson 2

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Unit 5 Exercise 13

Exercise 13: Analyze an Action Profile . Business Example You want to familiar yourself with the process of printing out quotations that have been formally completed. Action processing controls printing. Therefore, you need to know how to set up and process actions. In Customizing, find out how automatic determination takes place for the Print Quotation Manually action. 1. Which action profile does the transaction type ZA## (##Quotation) use? 2. Analyze the action profile. When are the action processed and the quotation form issued?

TCRM20

Unit 5 Solution 13

Solution 13: Analyze an Action Profile . Business Example You want to familiar yourself with the process of printing out quotations that have been formally completed. Action processing controls printing. Therefore, you need to know how to set up and process actions. In Customizing, find out how automatic determination takes place for the Print Quotation Manually action. 1. Which action profile does the transaction type ZA## (##Quotation) use? a) In Customizing, choose Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Assign Action Profile to the Business Transaction Type. b) Choose the Position pushbutton. c) Enter ZA## in the Transaction Type field.

TCRM20

Unit 5 Solution 13

Solution 13: Analyze an Action Profile . d) Choose Continue. e) Choose the row that contains the transaction type ZA##. f) Choose the Details pushbutton. The action profile is QUOTATION. g) Go back. 2. Analyze the action profile. When are the action processed and the quotation form issued? a) In Customizing, choose Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Change Actions and Conditions → Define Action Profiles and Actions. b) Choose the Position pushbutton. c) Enter QUOTATION in the Action Profile field.

TCRM20

Unit 5 Solution 13

Solution 13: Analyze an Action Profile . d) Choose Continue. e) Choose the row that contains the QUOTATION action profile. f) Choose the Details pushbutton. g) To display the details of the QUOTATION_PRINT action definition, in Dialog Structure, choose Action Definition. h) Choose the row that contains the QUOTATION_PRINT action definition. i) Choose the Details pushbutton. The processing time is Immediate Processing.

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Figure 55: Conditions in Action Processing

Unit 5 Lesson 2

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Figure 56: Action 1 – Complete Quotation

Unit 5 Lesson 2

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Figure 57: Action 2 – Print Quotation

Unit 5 Lesson 2

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Unit 5 Exercise 14

Exercise 14: Configure Action Conditions . Business Example You need to know how to set up and process actions, for example, to print business transactions as soon as they are completed. You configure actions to create a follow-up business transaction under the condition, a business transaction is completed. In Customizing, use the wizard to create an action profile for transactions, test the settings, and add a schedule condition to the action. Task 1 You want to create an action profile for ##Trade Fair Visit, which helps you create a followup activity when the preceding activity is completed (## is your group number). 1. In Customizing, use the wizard to create an action profile for transactions. Create an action and configure the required settings for it. Go to the IMG and use the wizard to create an action profile for transactions. After starting the wizard use the following data: Action Profile: ZACTIONPROFILE##

TCRM20

Unit 5 Exercise 14

Exercise 14: Configure Action Conditions . Description: Action Profile Follow-up Activities ## Date Profile: 000000000001 Object Type Name: BUS2000126 Choose Continue. Enter ZFOLLOWUP## as the action definition and Follow–up Activity ## as the description Choose Continue. Time of Processing: Immediate processing Schedule Automatically: Display in Toolbox: Changeable in Dialog: Executable in Dialog:

TCRM20

Unit 5 Exercise 14

Exercise 14: Configure Action Conditions . Choose Continue. The action should not be partner-dependent. Choose Continue. Select Method Call. Choose Continue. Use the F4 help in the field Method to select method COPY_DOCUMENT. Choose change icon in Determine Proc. Parameter. Create a container element with the create icon. Element: PROCESS_TYPE Description: Transaction type Short Description: Action Transaction Type Enter an ABAP Dictionary Reference. Structure: CRMD_ORDERADM_H Field: PROCESS_TYPE Assign the initial value 0001 (Interaction Log). Choose Confirm and then select Apply entries. Choose Continue. Enter an appropriate text. Choose Continue. You do not want to use any conditions in the first step. Choose Continue twice.

TCRM20

Unit 5 Exercise 14

Exercise 14: Configure Action Conditions . 2. Enter the action description. 3. Assign the action profile to the transaction type ZB## (##Trade Fair Visit). Task 2 Test your settings. 1. Create a new activity of the type ##Trade Fair Visit (ZB##). Create the ##Trade Fair Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03 Task 3 You want to add a schedule condition to your action. When your Trade Fair Visit is complete (and only then), create a follow-up activity of the type Interaction Log.

TCRM20

Unit 5 Exercise 14

Exercise 14: Configure Action Conditions . 1. Define a schedule condition for the action Follow-up Activity ##. Define the condition. SAP Customizing Implementation Guide → Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Change Actions and Conditions → Define Conditions Choose the Edit Condition pushbutton. Enter Activity completed ## as the name. Select the hyperlink to define the condition. Expand the CRM Bus. Activity container object. Using the editor, form the expression User Status = Complete (status profile CRMACTIV). Transfer the condition and save it. 2. Test your settings by creating another Trade Fair Visit. Create the ##Trade Fair Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03 Can you schedule the action immediately after creating the transaction? Complete the Trade Fair Visit by setting the status accordingly. Can you schedule the action now?

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . Business Example You need to know how to set up and process actions, for example, to print business transactions as soon as they are completed. You configure actions to create a follow-up business transaction under the condition, a business transaction is completed. In Customizing, use the wizard to create an action profile for transactions, test the settings, and add a schedule condition to the action. Task 1 You want to create an action profile for ##Trade Fair Visit, which helps you create a followup activity when the preceding activity is completed (## is your group number). 1. In Customizing, use the wizard to create an action profile for transactions. Create an action and configure the required settings for it. Go to the IMG and use the wizard to create an action profile for transactions. After starting the wizard use the following data: Action Profile: ZACTIONPROFILE##

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . Description: Action Profile Follow-up Activities ## Date Profile: 000000000001 Object Type Name: BUS2000126 Choose Continue. Enter ZFOLLOWUP## as the action definition and Follow–up Activity ## as the description Choose Continue. Time of Processing: Immediate processing Schedule Automatically: Display in Toolbox: Changeable in Dialog: Executable in Dialog:

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . Choose Continue. The action should not be partner-dependent. Choose Continue. Select Method Call. Choose Continue. Use the F4 help in the field Method to select method COPY_DOCUMENT. Choose change icon in Determine Proc. Parameter. Create a container element with the create icon. Element: PROCESS_TYPE Description: Transaction type Short Description: Action Transaction Type Enter an ABAP Dictionary Reference. Structure: CRMD_ORDERADM_H Field: PROCESS_TYPE Assign the initial value 0001 (Interaction Log). Choose Confirm and then select Apply entries. Choose Continue. Enter an appropriate text. Choose Continue. You do not want to use any conditions in the first step. Choose Continue twice.

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . a) In Customizing, choose Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Create Actions With Wizard. b) In the Define and Schedule New Action dialog box, choose Continue. c) Select the Create New Action Profile radio button. d) Enter the following details: Field

Value

Action Profile

ZACTIONPROFILE##

Description

Action Profile Follow-up Activities ##

Date Profile

000000000001

Object Type Name

BUS2000126

Unit 5 Solution 14

TCRM20

Solution 14: Configure Action Conditions . e) Choose Continue and enter the following details: Field

Value

Action Definition

ZFOLLOWUP##

Description

Follow–up Activity ##

f) Choose Continue and enter Immediate processing as the processing time. g) Check that the following checkboxes are deselected:

● Schedule Automatically ● Display in Toolbox h) Select the following checkboxes:

Unit 5 Solution 14

TCRM20

Solution 14: Configure Action Conditions .

● Changeable in Dialog ● Executable in Dialog i) Choose Continue. j) Deselect the Partner-Dependent checkbox and choose Continue. k) Select the row containing the processing type Method Call. l) Choose Continue. m) In the Method field, use the input help to enter the method COPY_DOCUMENT. n) Choose the Change Definition pushbutton in Determine Proc. Parameter. o) To create a container element, choose the Create pushbutton. p) Enter the following details:

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . Field

Value

Element

PROCESS_TYPE

Description

Transaction type

Short Descript.

Action Transaction Type

q) Select the ABAP Dictionary Reference radio button. r) Enter the following details: Field

Value

Structure

CRMD_ORDERADM_H

Field

PROCESS_TYPE

Unit 5 Solution 14

TCRM20

Solution 14: Configure Action Conditions . s) On the Initial Value tab page, enter 0001 (Interaction Log) in the Transaction type field and choose Continue. t) Choose Confirm and then Select Apply entries. 2. Enter the action description. a) Enter a text. Note: Do not use any conditions in the first step.

b) Choose Continue twice. c) In the wizard, choose the Complete pushbutton.

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . d) In Customizing, choose Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Create Actions With Wizard. Enter the data specified in the exercise. 3. Assign the action profile to the transaction type ZB## (##Trade Fair Visit). a) In Customizing, choose Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Assign Action Profile to the Business Transaction Type. b) Choose the Position pushbutton. c) Enter ZB## in the Transaction Type field. d) Choose Continue. e) Choose the row that contains the transaction type ZB##.

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . f) Choose the Details pushbutton. g) Enter ZACTIONPROFILE## in the Action Profile field. h) Save your entries. Task 2 Test your settings. 1. Create a new activity of the type ##Trade Fair Visit (ZB##). Create the ##Trade Fair Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03 a) In the CRM WebClient UI, choose Activities. b) Choose Create → Appointment. c) In the Select Transaction Type dialog box, choose ##Trade Fair Visit.

Unit 5 Solution 14

TCRM20

Solution 14: Configure Action Conditions . d) Enter the following details: Field

Value

Description

Trade Fair Visit ##

Account

##Stockmann

e) Press ENTER. f) Choose the Scheduled Actions assignment block. g) To schedule the action, choose the Schedule New Actions pushbutton. h) Choose the row that contains the Follow-up Activity Sales Call ## action. i) Choose the Schedule pushbutton. j) Go back and save the activity.

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . k) Choose the Transaction History assignment block to view the history. Task 3 You want to add a schedule condition to your action. When your Trade Fair Visit is complete (and only then), create a follow-up activity of the type Interaction Log. 1. Define a schedule condition for the action Follow-up Activity ##. Define the condition. SAP Customizing Implementation Guide → Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Change Actions and Conditions → Define Conditions Choose the Edit Condition pushbutton. Enter Activity completed ## as the name. Select the hyperlink to define the condition. Expand the CRM Bus. Activity container object. Using the editor, form the expression User Status = Complete (status profile CRMACTIV). Transfer the condition and save it.

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . a) In Customizing, choose Customer Relationship Management → Basic Functions → Actions → Actions in Transaction → Change Actions and Conditions → Define Conditions. b) Choose the Action Profile. c) On the Schedule Condition tab page, choose the Edit Condition pushbutton. d) Enter Activity completed ## as the name and choose the Condition Definition hyperlink. e) Expand the current container object CRM Business Activity. f) Choose User Status. g) Choose the "=" Operator pushbutton. h) Press F4 in the Constant field and enter status profile CRMACTIV.

TCRM20

Unit 5 Solution 14

Solution 14: Configure Action Conditions . i) Choose Continue. j) Choose the status E0003 Complete and choose Enter. k) Transfer and save the condition. 2. Test your settings by creating another Trade Fair Visit. Create the ##Trade Fair Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03 Can you schedule the action immediately after creating the transaction? Complete the Trade Fair Visit by setting the status accordingly. Can you schedule the action now? a) To create an activity of the type ##Trade Fair Visit for the activity partner ##Stockmann and to enter fictional data, in the CRM WebClient UI, choose Activities. b) Choose Create → Appointment.

Unit 5 Solution 14

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Solution 14: Configure Action Conditions . c) In the Select Transaction Type dialog box, choose ##Trade Fair Visit. d) Enter the following details: Field

Value

Description

Trade Fair Visit ##

Account

##Stockmann

e) Press ENTER. f) Choose the Scheduled Actions assignment block. g) To schedule the action, choose the Schedule New Actions pushbutton. h) Choose the row that contains the Follow-up Activity Sales Call ## action. i) Choose the Schedule pushbutton.

Unit 5 Solution 14

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Solution 14: Configure Action Conditions . Can you schedule the action immediately after creating the transaction? No, this is not yet possible because the activity does not have the correct status. Complete the trade fair visit by setting the status accordingly. j) In the Appointment Details assignment block, enter Completed as the active status. Can you schedule the action now? Yes, the action can now be scheduled.

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● Configure action profiles and actions ● Configure conditions for actions

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Multiple Choice

Which of the following are examples of actions? Choose the correct answers.

A. Printing an order confirmation B. Repairing an item not completed C. Creating a follow-up activity

Unit 5

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Multiple Choice

Which of the following are examples of actions?

A. Printing an order confirmation C. Creating a follow-up activity

Unit 5

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Unit 5


"You assign an action profile directly to a transaction type or item category."

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Unit 5


"You assign an action profile directly to a transaction type or item category." True

TCRM20 Which of the following are processing types? Choose the correct answers.

A. Smart Forms B. Methods C. Report D. Workflow

Unit 5

TCRM20 Which of the following are processing types?

A. Smart Forms B. Methods D. Workflow

Unit 5

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Unit 5


"Actions that are available in the transaction can be executed even if the start condition is not met."

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Unit 5


"Actions that are available in the transaction can be executed even if the start condition is not met." False

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Unit 5


"If the start condition (of an action) is not met, the action is not available in the transaction."

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Unit 5


"If the start condition (of an action) is not met, the action is not available in the transaction." False

Unit 5


"BAdI implementations provide methods for action processing."

Unit 5


"BAdI implementations provide methods for action processing." True

Unit 6: Introduction to CRM Pricing Lesson 1: Checking General CRM Pricing Options Lesson 2: Maintaining Price Conditions

TCRM20

Lesson 1: Checking General CRM Pricing Options Lesson Objectives After completing this lesson, you will be able to:

●

Explain CRM pricing principles

●

Check elements of pricing customizing

●

Analyze pricing functions

Unit 6 Lesson 1

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Unit 6 Lesson 1

Examples of applications where the IPC is responsible for pricing and tax determination throughout SAP CRM are as follows: ● SAP CRM - CRM Web Channel - Mobile Sales - Mobile Service - Interaction Center ● SAP Internet - Sales in SAP ERP ● SAP Supplier Relationship Management (SAP SRM) - Sourcing

TCRM20

Unit 6 Exercise 15

Exercise 15: Analyze Pricing Customizing . Business Example You want to set up your sales and service transactions to ensure that when you process the transactions and carry out pricing, relevant pricing elements are found for each business transaction. To ensure that relevant pricing elements are found for each business transaction, customize pricing. Task 1 What factors influence the determination of a pricing procedure? Where in the system are the specific values of the factors for your special business transactions? Conditions and condition maintenance in the CRM system

Unit 6 Exercise 15

TCRM20

Exercise 15: Analyze Pricing Customizing . Note: Refer to the following table as an example:

Influencing Factor

Specific Value

Origin

1: Tax

Full tax

TTE

1. Find the values for influencing factor to determine a pricing procedure. The determination of the pricing procedure can be influenced by the following factors 1,2, and 3. 2. Find the values for influencing factor 4. 3. Find the values for influencing factor 5. Task 2

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Unit 6 Exercise 15

Exercise 15: Analyze Pricing Customizing . Determine the pricing procedure in the transaction. 1. Your data determines the pricing procedure in the transaction. Check the assignment table in Customizing.

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Unit 6 Solution 15

Solution 15: Analyze Pricing Customizing . Business Example You want to set up your sales and service transactions to ensure that when you process the transactions and carry out pricing, relevant pricing elements are found for each business transaction. To ensure that relevant pricing elements are found for each business transaction, customize pricing. Task 1 What factors influence the determination of a pricing procedure? Where in the system are the specific values of the factors for your special business transactions? Conditions and condition maintenance in the CRM system

Unit 6 Solution 15

TCRM20

Solution 15: Analyze Pricing Customizing . Note: Refer to the following table as an example:

Influencing Factor

Specific Value

Origin

1: Tax

Full tax

TTE

1. Find the values for influencing factor to determine a pricing procedure. The determination of the pricing procedure can be influenced by the following factors 1,2, and 3. a) On the CRM WebClient UI, choose Account Management → Search → Accounts. b) Choose the Organization Data assignment block. c) Enter the details as mentioned in the following table:

Unit 6 Solution 15

TCRM20

Solution 15: Analyze Pricing Customizing . Influencing Factor

Specific Value

Origin

1: Sales Organization

IDES TR (O 50005807)

Organizational Data

2: Distribution Channel

Final customer sales (10)

Organizational Data

3: Division

-

Organizational Data

2. Find the values for influencing factor 4. a) In Customizing, choose Customer Relationship Management → Transactions → Basic Settings → Define Transaction Types. b) Choose the Position pushbutton. c) Enter ZSAL in the Transaction Type field and choose Continue.

Unit 6 Solution 15

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Solution 15: Analyze Pricing Customizing . d) Choose the row with ZSAL in the Transaction Type field. e) Choose the Details pushbutton. f) Choose Assignment of Business Transaction Categories in Dialog Structure. g) Choose the row with Sales in the Transaction Category field. h) Choose Customizing header in Dialog Structure. i) Enter the details as indicated in the following table: Influencing Factor

Specific Value

Origin

4: Doc. Pric. Proc.

CRM (9)

ZSAL Transaction type

3. Find the values for influencing factor 5.

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Unit 6 Solution 15

Solution 15: Analyze Pricing Customizing . a) On the CRM WebClient UI, choose Account Management → Search → Accounts. b) Enter ##Megastore in the Account Name field (## is your group number). c) Press ENTER. d) Choose the Personalize pushbutton. e) Choose Sales Area Data in the Available Assignment Blocks and then choose the Move To Right pushbutton. f) Save your entries. g) In the Sales Area Data assignment block, choose the Edit pushbutton for Distribution Channel Internet Sales. h) Enter the details as indicated in the following table:

Unit 6 Solution 15

TCRM20

Solution 15: Analyze Pricing Customizing . Influencing Factor

Specific Value

Origin

5: Customer Pricing Procedure

Standard (1)

Account

Task 2 Determine the pricing procedure in the transaction. 1. Your data determines the pricing procedure in the transaction. Check the assignment table in Customizing. a) In Customizing, choose Customer Relationship Management → Basic Functions → Pricing → Pricing in the Business Transaction → Determine Pricing Procedures. b) Choose the Position pushbutton.

Unit 6 Solution 15

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Solution 15: Analyze Pricing Customizing . c) Enter the following data: Field

Value

Sales Org. ID

O 50000609

Distribution Channel

30

Doc. Pric. Proc.

9

Cust. Pric. Proc.

1

Note: Leave the Division field blank.

d) Press ENTER.

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Unit 6 Solution 15

Solution 15: Analyze Pricing Customizing . Note: The value in the Procedure field for O 50000609 Sales Organization is 0CRM01. You can also use another pricing procedure.

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Unit 6 Solution 15

Pricing Procedure

RVAAUS

Price

PR00

Customer Discount

K007

Sales Promotion

KA00

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Figure 58: Determination of the Pricing Procedure

Unit 6 Lesson 1

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Figure 59: Condition Types

Unit 6 Lesson 1

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Figure 60: Access Sequence

Unit 6 Lesson 1

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Figure 61: Condition Table

Unit 6 Lesson 1

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Figure 62: Condition Technique

Unit 6 Lesson 1

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Figure 63: IPC Implementation Scenarios

Unit 6 Lesson 1

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Figure 64: Pricing Analysis in Transactions – Example

Unit 6 Lesson 1

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Unit 6 Lesson 1

SAP CRM and SAP ERP provide the following pricing functions: ● Item level pricing and formulas for more complex pricing ● Manual changes at item and header levels ● Different calculation types ● Two-dimensional scales and scales with different scale bases ● Validity periods ● Currency conversion, quantity conversion, and unit of measure conversion ● Free goods discount (inclusive and exclusive bonus quantities)

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Figure 65: Tax Determination using TTE

Unit 6 Lesson 1

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Figure 66: Delayed Cross-Item Pricing

Unit 6 Lesson 1

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● Explain CRM pricing principles ● Check elements of pricing customizing ● Analyze pricing functions

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Lesson 2: Maintaining Price Conditions Lesson Objectives After completing this lesson, you will be able to:

●

Maintain price conditions

Unit 6 Lesson 2

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Figure 67: General Condition Maintenance in the CRM WebClient UI

Unit 6 Lesson 2

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Unit 6 Lesson 2

You can start condition maintenance from the following objects in the SAP CRM: ● Business partners ● Business partner hierarchies ● Products ● Contracts (price agreements) ● Campaigns (discounts)

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Figure 68: Condition Records

Unit 6 Lesson 2

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Figure 69: Condition Maintenance Groups and Contexts

Unit 6 Lesson 2

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Unit 6 Exercise 16

Exercise 16: Configure Condition Maintenance . Business Example You need to set up your sales and service transactions. These must be set up in such a way that when you process the transactions and carry out pricing, relevant pricing elements are found for each business transaction. You also need to configure basic Customizing settings for pricing in transactions. Maintain conditions in the SAP CRM system. Configure basic Customizing settings for pricing in transactions. Task 1 Maintain conditions in the SAP CRM system. 1. Create a sales order of the type Sales Process (ZSAL) with the account ##Megastore and enter the product HT-1010 with a quantity of 10 pieces (## is your group number).

Unit 6 Exercise 16

TCRM20

Exercise 16: Configure Condition Maintenance . Hint: Choose the Sales Professional business role.

2. Check the item details of the transaction and see if the system finds the Customer Discount price element. Hint: Display the Price Details assignment block at item level.

3. Can you enter the price element Customer Discount with a 5% value manually? 4. In future, the customer ##Megastore must always receive a 3% customer discount. This agreement is valid from today until the end of the year.

Unit 6 Exercise 16

TCRM20

Exercise 16: Configure Condition Maintenance . Maintain a condition master record in the SAP CRM system using the values in the following table: Field

Values

Application

Sales/Service

Price Maintenance Group

Cust. Spec. Discount (BUPADISCOU)

Sales Organization

Sales US


30

Division

00

5. Create another sales order of the type Sales Process with the account ##Megastore and enter the product HT-1010 product with a quantity of 10 pieces. Is the customer discount found automatically?

TCRM20

Unit 6 Exercise 16

Exercise 16: Configure Condition Maintenance . Save the transaction and note the number. ________________________ Task 2 Set up a new condition maintenance group in Customizing. 1. You need to display the customer-specific material price, which you created in the SAP ERP application (with the PR00 condition type), in general condition maintenance. Set up a separate condition maintenance group ZCMG## (Maintenance group ##) that contains the corresponding condition table and condition type. Use a suitable description like Maintenance Group ## enter the follwoing data: Application: CRM Usages: PR Condition table: SAP305

TCRM20

Unit 6 Exercise 16

Exercise 16: Configure Condition Maintenance . Condition Type: PR00 Description: Customer–spec. Material price ## 2. Specify that this condition maintenance group (ZCMG##) is in the GCM context. 3. In Web Ui use your just created conditon mainenance group to displayall the conditon master records PR00 for the customer (sold-to party) 3271. Hint: Choose Service Operations → Prices Application: Sales/Service and enter the search criterias: Price Element: PR00 Customer / Sold-to Party: 3271 Condition Type: PR00

TCRM20

Unit 6 Exercise 16

Exercise 16: Configure Condition Maintenance . Note: Customer specific price elements (condition records) for custoemr 3271 are displayed. However, it is not possible to change the master record because it was transferred from the ERP system and is not intended for processing in the SAP CRM system

TCRM20

Unit 6 Solution 16

Solution 16: Configure Condition Maintenance . Business Example You need to set up your sales and service transactions. These must be set up in such a way that when you process the transactions and carry out pricing, relevant pricing elements are found for each business transaction. You also need to configure basic Customizing settings for pricing in transactions. Maintain conditions in the SAP CRM system. Configure basic Customizing settings for pricing in transactions. Task 1 Maintain conditions in the SAP CRM system. 1. Create a sales order of the type Sales Process (ZSAL) with the account ##Megastore and enter the product HT-1010 with a quantity of 10 pieces (## is your group number).

TCRM20

Unit 6 Solution 16

Solution 16: Configure Condition Maintenance . Hint: Choose the Sales Professional business role.

a) Log on to the CRM WebClient UI. b) Choose the Sales Professional business role. c) Choose Sales Cycle → Create → Sales Order. d) Choose Sales Process in the Transaction Type Description column. e) Enter the following data: Field

Value

Sold-To Party

##Megastore

External Reference

Pricing##

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . Field

Value

Product ID

HT-1010

Qty

10

2. Check the item details of the transaction and see if the system finds the Customer Discount price element. Hint: Display the Price Details assignment block at item level.

a) In the Items assignment block, choose the Edit pushbutton for the product ID HT-1010. b) Open the Price Details assignment block.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . Note: No Customer Discount entry exists in the Price Elements list.

3. Can you enter the price element Customer Discount with a 5% value manually? a) In the Price Details assignment block, choose the Add pushbutton. b) Choose the Customer Discount price element. c) Enter 5 in the Price column for the Customer Discount price element. d) Go back. e) Save your entries. 4. In future, the customer ##Megastore must always receive a 3% customer discount.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . This agreement is valid from today until the end of the year. Maintain a condition master record in the SAP CRM system using the values in the following table: Field

Values

Application

Sales/Service


Cust. Spec. Discount (BUPADISCOU)

Sales Organization

Sales US


30

Division

00

a) In the CRM WebClient UI, choose Sales Operations → Search → Prices.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . b) Enter values for the Application and Price Maintenance Group fields as mentioned in the table and choose the OK pushbutton. c) Choose the New pushbutton. d) Choose Customer Discount in the Price Type field and then choose the OK pushbutton. e) Refer to the table in the exercise and choose the values for the following fields:

● Sales Organization ● Distribution Channel ● Division f) Enter the following data:

Unit 6 Solution 16

TCRM20


Values

Sold-To Party

Amount

3

Valid From

Today

Valid To

End of year

g) Go back. h) Save your entries. 5. Create another sales order of the type Sales Process with the account ##Megastore and enter the product HT-1010 product with a quantity of 10 pieces. Is the customer discount found automatically? Save the transaction and note the number.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . ________________________ a) Choose Sales Cycle → Create → Sales Order. b) Choose Sales Process in the Transaction Type Description column. c) Enter the following data: Field

Value

Sold-To Party

##Megastore

External Reference

Pricing ##

Product ID

HT-1010

Qty

10

d) In the Items assignment block, choose the Edit pushbutton for the product ID HT-1010.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . e) Open the Price Details assignment block. Note: The Price Elements list that is displayed contains a Customer Discount entry.

f) Save your entries. g) Note the Sales Process number. Task 2 Set up a new condition maintenance group in Customizing. 1. You need to display the customer-specific material price, which you created in the SAP ERP application (with the PR00 condition type), in general condition maintenance.

TCRM20

Unit 6 Solution 16

Solution 16: Configure Condition Maintenance . Set up a separate condition maintenance group ZCMG## (Maintenance group ##) that contains the corresponding condition table and condition type. Use a suitable description like Maintenance Group ## enter the follwoing data: Application: CRM Usages: PR Condition table: SAP305 Condition Type: PR00 Description: Customer–spec. Material price ## a) In Customizing, choose Customer Relationship Management → Master Data → Conditions and Condition Technique → Condition Technique: Basics → Create Maintenance Group. b) Choose the New Entries pushbutton and enter the following data:

TCRM20

Unit 6 Solution 16


Value

Maintenance Group

ZCMG##

Description

Maintenance group ##

c) Press ENTER. d) Choose the row that includes ZCMG## in the Maintenance Group field, and then choose Condition Maintenance Group: Detail. e) Choose the New Entries pushbutton and enter the following data: Field

Value

Counter

1

Application

CRM

Usages

PR

Unit 6 Solution 16

TCRM20


Value

Condition Table

SAP305

Condition Type

PR00

Description: Entry in Contd. Maint. Group

Customer Material Price ERP##

f) Save your entries. g) Choose Continue. h) Go back. 2. Specify that this condition maintenance group (ZCMG##) is in the GCM context.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . a) In Customizing, choose Customer Relationship Management → Master Data → Conditions and Condition Technique → Condition Technique: Basics → Define Maintenance Groups for Context. b) Enter GCM in the Maintenance context field and choose Continue. c) Choose the New Entries pushbutton. d) Enter the following data: Field

Value

Group

ZCMG##

Description


e) Save your entries. 3. In Web Ui use your just created conditon mainenance group to displayall the conditon master records PR00 for the customer (sold-to party) 3271.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . Hint: Choose Service Operations → Prices Application: Sales/Service and enter the search criterias: Price Element: PR00 Customer / Sold-to Party: 3271 Condition Type: PR00

Note: Customer specific price elements (condition records) for custoemr 3271 are displayed. However, it is not possible to change the master record because it was transferred from the ERP system and is not intended for processing in the SAP CRM system

a) In the CRM WebClient UI, choose Sales Operations → Prices.

Unit 6 Solution 16

TCRM20

Solution 16: Configure Condition Maintenance . b) Enter the following data: Field

Value

Application

Sales/Service



c) Choose the OK pushbutton. d) Enter the following data and choose the Search pushbutton: Field

Value

Price Element

PR00

Customer (Sold-To Party)

3271

e) Choose the Edit pushbutton in the Result List for the row that includes 3271 in the Customer (Sold-To Party) field.

TCRM20

Unit 6 Solution 16

Solution 16: Configure Condition Maintenance . Note: You are not able to change the master record. It was transferred from the ERP system and not intended for processing in the SAP CRM system.

TCRM20


● Maintain price conditions

TCRM20

Unit 6


"The internet pricing and configurator (IPC) is responsible for pricing and tax determination throughout SAP CRM."

TCRM20

Unit 6


"The internet pricing and configurator (IPC) is responsible for pricing and tax determination throughout SAP CRM." True

TCRM20

Unit 6


"The pricing procedure defines the condition types and their calculation sequence in the transaction."

TCRM20

Unit 6


"The pricing procedure defines the condition types and their calculation sequence in the transaction." True

TCRM20

Unit 6


"You can change the procedures downloaded from SAP ERP in SAP CRM."

TCRM20

Unit 6


"You can change the procedures downloaded from SAP ERP in SAP CRM." False

TCRM20

Unit 6


"A condition maintenance group bundles condition tables and types for condition maintenance."

TCRM20

Unit 6


"A condition maintenance group bundles condition tables and types for condition maintenance." True

Unit 7: CRM Billing Lesson 1: Processing Billing Documents Lesson 2: Configuring the SAP Customer Relationship Management (SAP CRM) Billing Application

TCRM20

Lesson 1: Processing Billing Documents Lesson Objectives After completing this lesson, you will be able to:

●

Create a billing document

Unit 7 Lesson 1

Unit 7 Lesson 1

TCRM20

CRM Billing (Mandatory)

● Customers using a standalone SAP CRM installation without SAP ERP back-end integration

● Customers using a standalone SAP CRM installation with an SAP ERP

CRM Billing (Optional)

● Customers using sales and service in SAP CRM with an SAP ERP back-end system for logistics execution and financials

● Customers using sales and service in CRM Billing of sales and service items for the same customer (payer) in one billing document

● Customers using SAP CRM service (including service providers)

TCRM20

Unit 7 Lesson 1

CRM Billing (Mandatory) back-end system, but without Sales and Distribution (SD)

● Customers using SAP CRM service with usage-based billing

● Service parts management ● Financial Service/Leasing ● Intellectual Property Management ● Claims settlement, in case of the following scenarios:

- Trade promotion management


- If service is a separate line of business independent from sales

- Optional since the SAP CRM 4.0 service extension

TCRM20

CRM Billing (Mandatory)

- Market development fund

Unit 7 Lesson 1


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Figure 70: System Landscape

Unit 7 Lesson 1

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Figure 71: Process Overview

Unit 7 Lesson 1

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Figure 72: Input Processing

Unit 7 Lesson 1

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Figure 73: Billing Process

Unit 7 Lesson 1

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Figure 74: Billing Documents

Unit 7 Lesson 1

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Figure 75: Billing Execution

Unit 7 Lesson 1

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Figure 76: Output Processing

Unit 7 Lesson 1

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Figure 77: Billing Plans

Unit 7 Lesson 1

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Unit 7 Exercise 17

Exercise 17: Create a Billing Document . Business Example You want to familiarize yourself with CRM Billing to be able to settle sales and service transactions. 1. Create a new sales order of type Sales Process (ZSAL) for the customer ##Megastore and the product HT-1010 (1piece). Save the order and note the number. ________________________ 2. Call the SAP ERP system and perform the following logistical follow-up functions. Deliver your order.

● Choose Shipping Point: 3800.

TCRM20

Unit 7 Exercise 17

Exercise 17: Create a Billing Document . Note: On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order.

Make a note of the delivery number. ________________________ Pick the outbound delivery. Note: On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Picking → Create Transfer Order → Single Document. For alternative access from the delivery itself, in the menu, choose Subsequent Functions → Picking.

Unit 7 Exercise 17

TCRM20

Exercise 17: Create a Billing Document . Enter the warehoue number: 038. Note the delivery number if it has not yet taken place. ________________________ 3. Check the SAP CRM system to see whether your transaction is in the billing due list. 4. Post the goods issue for your outbound delivery in the SAP ERP system. Hint: SAP Menu → Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document Delivery: Enter your delivery number without going into the details of delivery documnet, choose the Push button : Post Goods Issue.

5. Check the SAP CRM system again to see whether your transaction is in the billing due list.

Unit 7 Exercise 17

TCRM20

Exercise 17: Create a Billing Document . Hint: In the CRM WebClient UI: Choose Billing. Choose Search → Billing Due List Items. Sold-To Party ID: Number of ##Megastore

6. Create a billing document for your entry or transaction. Choose Billing. Choose Search → Billing Due List Items. ________________________ 7. Are accounting documents generated in the SAP ERP system?

TCRM20

Unit 7 Solution 17

Solution 17: Create a Billing Document . Business Example You want to familiarize yourself with CRM Billing to be able to settle sales and service transactions. 1. Create a new sales order of type Sales Process (ZSAL) for the customer ##Megastore and the product HT-1010 (1piece). Save the order and note the number. ________________________ a) In the CRM WebClient UI, choose Sales Cycle. b) Choose Create → Sales Order. c) In the Select Transaction Type dialog box, choose Sales Process. d) Enter the following details:

Unit 7 Solution 17

TCRM20

Solution 17: Create a Billing Document . Field

Value

Sold-To Party

##Megastore

External Reference

Billing##

Product ID

HT-1000

Quantity

1

e) Save the order and note the number. ________________________ 2. Call the SAP ERP system and perform the following logistical follow-up functions. Deliver your order.

● Choose Shipping Point: 3800.

TCRM20

Unit 7 Solution 17

Solution 17: Create a Billing Document . Note: On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order.

Make a note of the delivery number. ________________________ Pick the outbound delivery. Note: On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Picking → Create Transfer Order → Single Document. For alternative access from the delivery itself, in the menu, choose Subsequent Functions → Picking.

TCRM20

Unit 7 Solution 17

Solution 17: Create a Billing Document . Enter the warehoue number: 038. Note the delivery number if it has not yet taken place. ________________________ a) Deliver your order. Note: On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order.

Enter the following details: Field

Value

Shipping point

3800

Selection date

One week from today

Unit 7 Solution 17

TCRM20

Solution 17: Create a Billing Document . Field

Value

Order

Your order number

Choose Continue and save the outbound delivery. ________________________ b) Pick the outbound delivery. Note: On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Picking → Create Transfer Order → Single Document.

SAP Menu → Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales

Unit 7 Solution 17

TCRM20

Solution 17: Create a Billing Document . Order Shipping point: 3800 Selection date: one week from today Order: Your order number Enter the following details: Field

Value

Warehouse Number

038

Delivery

Your delivery number

Foreground/Background

Background

Adopt Pick Quantity

1

Choose Continue. The transfer order is created. 3. Check the SAP CRM system to see whether your transaction is in the billing due list. a) In the CRM WebClient UI, choose Billing.

TCRM20

Unit 7 Solution 17

Solution 17: Create a Billing Document . b) Choose Search → Billing Due List Items. c) Enter Number of ##Megastore in the Sold-To Party ID field. d) Choose the Search pushbutton. There is no entry for your process because goods issue for the outbound delivery has not yet been posted. 4. Post the goods issue for your outbound delivery in the SAP ERP system. Hint: SAP Menu → Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document Delivery: Enter your delivery number without going into the details of delivery documnet, choose the Push button : Post Goods Issue.

Unit 7 Solution 17

TCRM20

Solution 17: Create a Billing Document . a) On the SAP Easy Access screen, choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Change → Single Document. b) On the Change Outbound Delivery screen, enter the delivery number in the Outbound Delivery field. c) Choose the Post Goods Issue pushbutton. 5. Check the SAP CRM system again to see whether your transaction is in the billing due list. Hint: In the CRM WebClient UI: Choose Billing. Choose Search → Billing Due List Items. Sold-To Party ID: Number of ##Megastore

a) In the CRM WebClient UI, choose Billing.

TCRM20

Unit 7 Solution 17

Solution 17: Create a Billing Document . b) Choose Search → Billing Due List Items. c) Enter Number of ##Megastore in the Sold-To Party ID field. d) Choose the Search pushbutton. There is now an entry with your delivery number. 6. Create a billing document for your entry or transaction. Choose Billing. Choose Search → Billing Due List Items. ________________________ a) Choose the row that contains the entry. b) Choose the Individual Billing pushbutton. c) Choose Continue. d) Save the data. ________________________

TCRM20

Unit 7 Solution 17

Solution 17: Create a Billing Document . 7. Are accounting documents generated in the SAP ERP system? a) Yes, accounting documents are generated automatically in this situation. b) Select the hyperlink in the billing result list to view the details of the billing document that you created. Alternatively, in the CRM WebClient UI, choose Billing. c) Choose Search → Billing Documents. d) Enter the billing document ID. e) Choose the Search pushbutton. f) In the result list, select the hyperlink. In the details of the billing document, an Accounting document entry is displayed in the Follow-Up Transactions assignment block. g) Select the hyperlink and log on with the user data of the SAP ERP system.

TCRM20


● Create a billing document

TCRM20

Unit 7 Lesson 2

Lesson 2: Configuring the SAP Customer Relationship Management (SAP CRM) Billing Application Lesson Objectives After completing this lesson, you will be able to:

●

Check configuration options of the SAP CRM billing application

TCRM20

Figure 78: Customizing Organizational Data

Unit 7 Lesson 2

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Figure 79: Billing Document Customizing

Unit 7 Lesson 2

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Figure 80: Example – Customizing of the Service Confirmation

Unit 7 Lesson 2

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Figure 81: Example – Customizing a DeliveryRelated Sales Order

Unit 7 Lesson 2

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Figure 82: Billing Due List During DeliveryRelated CRM Billing

Unit 7 Lesson 2

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Figure 83: Additional Customizing Settings

Unit 7 Lesson 2

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Figure 84: Configuring Billing Applications

Unit 7 Lesson 2

Unit 7 Exercise 18

TCRM20

Exercise 18: Analyze Billing Customizing . Business Example You want to familiarize yourself with CRM Billing to be able to settle sales and service transactions. Check relevant organizational data for CRM Billing. 1. Check whether billing units exist in the SAP CRM system. Note the IDs or numbers. Hint: Use the Sales Professional business role.

Note: Search for accounts that have the Billing Unit role.

2. Check Customizing to see which of these billing units is assigned to the sales organization Sales US.

TCRM20

Unit 7 Exercise 18

Exercise 18: Analyze Billing Customizing . 3. Check Customizing to see which company code is assigned to the billing unit. 4. To check the relevant Customizing settings for CRM Billing, check the Billing Relevance field for the item category ZSAL (which was determined in your transaction). 5. Find out which billing item category is assigned to your source process category LF (Delivery) in the source item category ZSAL. 6. Look at the details of this item category. What billing type is used by default? Do billing due list items need to be released before they can be billed?

Unit 7 Solution 18

TCRM20

Solution 18: Analyze Billing Customizing . Business Example You want to familiarize yourself with CRM Billing to be able to settle sales and service transactions. Check relevant organizational data for CRM Billing. 1. Check whether billing units exist in the SAP CRM system. Note the IDs or numbers. Hint: Use the Sales Professional business role.

Note: Search for accounts that have the Billing Unit role.

a) In the CRM WebClient UI, choose Account Management.

TCRM20

Unit 7 Solution 18

Solution 18: Analyze Billing Customizing . b) Choose Search → Accounts. c) Enter Billing Unit in the Role field. d) Choose the Search pushbutton. If your search is successful, the numbers of the existing billing units 407491, 401013, 400021, 408800, 33, 405890, 406383, and so on, are displayed. 2. Check Customizing to see which of these billing units is assigned to the sales organization Sales US. a) In Customizing, choose Customer Relationship Management → Master Data → Organizational Management → Cross-System Assignment of Organizational Units → Assign Billing Units to Sales Organizations. Billing unit 33 is assigned to sales organization O 50000609 ( Sales US). 3. Check Customizing to see which company code is assigned to the billing unit.

TCRM20

Unit 7 Solution 18

Solution 18: Analyze Billing Customizing . a) In Customizing, choose Customer Relationship Management → Master Data → Organizational Management → Cross-System Assignment of Organizational Units → Assign Company Codes to Billing Units. Company code 3000 is assigned to billing unit 33. 4. To check the relevant Customizing settings for CRM Billing, check the Billing Relevance field for the item category ZSAL (which was determined in your transaction). a) In Customizing, choose Customer Relationship Management → Billing → Define Billing Relevance of Item Categories. b) Choose the Position pushbutton. c) Enter ZSAL in the Item Category field. d) Choose Continue.

Unit 7 Solution 18

TCRM20

Solution 18: Analyze Billing Customizing . e) In the row that contains the item category ZSAL, the billing relevance is Delivery-Related Billing. Note: The corresponding SAP ERP item type in the sales order has billing relevance Q (delivery-related CRM Billing).

5. Find out which billing item category is assigned to your source process category LF (Delivery) in the source item category ZSAL. a) In Customizing, choose Customer Relationship Management → Billing → Item Category Determination → Assign Item Categories. b) Choose CRMB (CRM Billing) and then choose Continue. c) Choose the Position pushbutton.

TCRM20

Unit 7 Solution 18

Solution 18: Analyze Billing Customizing . d) Enter LF in the SA Process Cat. field. e) Enter ZSAL in the Source Item Cat field. f) Choose Continue. g) Choose the row that contains the source process category LF and assigned billing item category ZDEL. 6. Look at the details of this item category. What billing type is used by default? Do billing due list items need to be released before they can be billed? a) In Customizing, choose Customer Relationship Management → Billing → Define Billing Item Categories. b) Choose CRMB (CRM Billing). c) To view the details of the ZDEL item category, choose the Position pushbutton.

TCRM20

Unit 7 Solution 18

Solution 18: Analyze Billing Customizing . d) Enter ZDEL in the Bill. Item Cat. field and then choose Continue. e) Choose the row that contains the billing item category ZDEL. f) Choose the Details pushbutton. The Invoice (F2) billing type is the default value. The Billing Block checkbox is not selected. Invoices do not need to be released before billing.

TCRM20


● Check configuration options of the SAP CRM billing application

TCRM20

Unit 7


"Billing documents are exchanged between the SAP CRM and SAP ERP systems."

TCRM20

Unit 7


"Billing documents are exchanged between the SAP CRM and SAP ERP systems." False

TCRM20

Unit 7


"SAP Smart Forms process an invoice in the required layout."

TCRM20

Unit 7


"SAP Smart Forms process an invoice in the required layout." True

TCRM20

Unit 7


"You can define the billing unit independently of the sales or service organization."

TCRM20

Unit 7


"You can define the billing unit independently of the sales or service organization." True

TCRM20 Which of the following can be billing units for an organization? Choose the correct answers.

A. Sales organization B. Service organization C. Marketing organization D. Analytics organization

Unit 7

TCRM20 Which of the following can be billing units for an organization?

A. Sales organization B. Service organization

Unit 7

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Unit 7


"You can assign more than one sales organization to a billing unit."

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Unit 7


"You can assign more than one sales organization to a billing unit." True

Unit 8: Solution Overview Lesson 1: Introducing SAP CRM Functions and Architecture

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Unit 8 Lesson 1

Lesson 1: Introducing SAP CRM Functions and Architecture Lesson Objectives After completing this lesson, you will be able to:

●

Check the key modes of access of the SAP CRM application

●

Check the architecture options of the SAP CRM application

●

Check SAP Best Practices for CRM

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Figure 85: Key Modes of Access of SAP CRM

Unit 8 Lesson 1

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Figure 86: SAP CRM Architectural Concept

Unit 8 Lesson 1

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Figure 87: CRM Server Architecture

Unit 8 Lesson 1

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Figure 88: SAP CRM and SAP Back-End Systems

Unit 8 Lesson 1

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Figure 89: SAP CRM – Data Exchange with SAP Systems

Unit 8 Lesson 1

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Figure 90: Underlying Technology – RFC

Unit 8 Lesson 1

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Figure 91: Primary SAP CRM qRFC Queues

Unit 8 Lesson 1

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Figure 92: SAP CRM – Data Exchange with Third Party Systems

Unit 8 Lesson 1

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Figure 93: SAP CRM – Data Exchange with Mobile Applications

Unit 8 Lesson 1

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Unit 8 Exercise 19

Exercise 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Business Example Your company is unsure of which system should be the leading system when it comes to various business processes in sales. Some divisions are using ERP only and some are using ERP with CRM. You need to make sure all divisions have access to all the information irrespective of which system it comes from. Note: Although the CRM WebClient UI is the only supported end-user interface, for the ease of demonstration after this first exercise, the rest of the class will use the older SAP GUI version. Unless participants have prior experience in the CRM Middleware, it is recommended to utilize the solutions and not the exercises.

You need to understand the functional purpose of the CRM Middleware and confirm if the CRM Middleware accomplished the task of updating the target system in the background.

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Unit 8 Exercise 19

Exercise 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Task 1 To test whether configuration (Customizing) data is passed between SAP CRM and SAP ERP, create a new academic title with the key K## in SAP ERP. Use the description ##KING and the title ##KING. Find out if this is available in SAP CRM when building a new account master. 1. Create the Academic Title K##. 2. Verify if the academic title K## exists in SAP CRM. Was it transferred to SAP CRM? Task 2 Create a new pricing condition, a 1% discount for your customer Group##A in the SAP ERP system. Verify that it is transferred to SAP CRM.

Unit 8 Exercise 19

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Exercise 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . 1. Create a new pricing condition in the SAP ERP system using the following data: Data

Data Value

Sales Organization

3020


30

Division

00

2. Verify that the condition it was transferred to SAP CRM. Use the data given and your business partner (customer) ID to find the condition in SAP CRM.

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Unit 8 Solution 19

Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Business Example Your company is unsure of which system should be the leading system when it comes to various business processes in sales. Some divisions are using ERP only and some are using ERP with CRM. You need to make sure all divisions have access to all the information irrespective of which system it comes from. Note: Although the CRM WebClient UI is the only supported end-user interface, for the ease of demonstration after this first exercise, the rest of the class will use the older SAP GUI version. Unless participants have prior experience in the CRM Middleware, it is recommended to utilize the solutions and not the exercises.

You need to understand the functional purpose of the CRM Middleware and confirm if the CRM Middleware accomplished the task of updating the target system in the background.

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Unit 8 Solution 19

Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Task 1 To test whether configuration (Customizing) data is passed between SAP CRM and SAP ERP, create a new academic title with the key K## in SAP ERP. Use the description ##KING and the title ##KING. Find out if this is available in SAP CRM when building a new account master. 1. Create the Academic Title K##. a) Run transaction SPRO in SAP ERP. b) In Customizing, choose Cross-Application Components → SAP Business Partner → Business Partner → Persons → Name Components → Maintain Academic Titles.

Unit 8 Solution 19

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Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . c) Choose the New Entries pushbutton. d) Enter the values as shown in the following table: Field Name

Value

Academic Title

K##

Description

##King

e) Choose Save. Note: If the system prompts for a transport request and you are not familiar with transports, ask your instructor how to proceed.

2. Verify if the academic title K## exists in SAP CRM. Was it transferred to SAP CRM?

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Unit 8 Solution 19

Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . a) Choose Components → SAP Business Partner → Business Partner → Persons → Name Components → Maintain Academic Titles. b) Choose the Position pushbutton at the bottom of the screen. You can see that the title K## was not transferred to SAP CRM. Task 2 Create a new pricing condition, a 1% discount for your customer Group##A in the SAP ERP system. Verify that it is transferred to SAP CRM. 1. Create a new pricing condition in the SAP ERP system using the following data: Data

Data Value

Sales Organization

3020


30

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Unit 8 Solution 19

Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Data

Data Value

Division

00

a) Run transaction VK31 in the SAP ERP system. b) Choose Discounts/Surcharges → By Customer. c) Choose the Create pushbutton in the Selection column. d) Enter the data given in the following table: Data

Data Value

Sales Organization

3020


30

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Unit 8 Solution 19

Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Data

Data Value

Division

00

e) Choose Save. 2. Verify that the condition it was transferred to SAP CRM. Use the data given and your business partner (customer) ID to find the condition in SAP CRM. a) In the SAP CRM system, choose SAP Menu → Master Data → Prices and Conditions → Maintain Conditions. b) Enter the data given the following table: Field Name

Value

Application

CRM

Unit 8 Solution 19

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Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Field Name

Value

Maintenance Group

ZCR500

c) Choose the Execute pushbutton. d) Choose Fields and highlight Sold-to party. e) Select the with reference pushbutton. f) Enter your Sold-to party ID (customer ID used in SAP ERP). g) Choose Enter.

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Unit 8 Solution 19

Solution 19: Analyze and Prepare Data for Data Exchange Between SAP ERP and SAP CRM . Note: It should have appeared in the report output. The warning (yellow status) indicates that condition record cannot be maintained in this system.

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Figure 94: Best Practices I

Unit 8 Lesson 1

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Figure 95: Best Practices II – Building Block Library (Focus on Replication)

Unit 8 Lesson 1

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● Check the key modes of access of the SAP CRM application ● Check the architecture options of the SAP CRM application ● Check SAP Best Practices for CRM

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Unit 8


"The data exchange between the CRM Middleware and external systems is performed through adapters."

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Unit 8


"The data exchange between the CRM Middleware and external systems is performed through adapters." True

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Unit 8

The _____ server contains the CRM Middleware which handles the data exchange between internal applications and external major components such as the SAP ERP back-end system, SAP NetWeaver BW, or non-SAP systems. Choose the correct answer.

A. CRM B. NetWeaver Application C. Groupware D. Information

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Unit 8

The _____ server contains the CRM Middleware which handles the data exchange between internal applications and external major components such as the SAP ERP back-end system, SAP NetWeaver BW, or non-SAP systems.

A. CRM

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Unit 8

Which scheduler transfers data from the database of the client system to the inbound queue in the database of the target system? Choose the correct answer.

A. QDOWN B. QOUT C. QIN D. QUP

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Unit 8

Which scheduler transfers data from the database of the client system to the inbound queue in the database of the target system?

B. QOUT

Unit 9: Data Exchange with the SAP ERP Back-End System Lesson 1: Maintaining Basic Settings for Data Exchange Lesson 2: Synchronizing Customizing Data Lesson 3: Downloading Data from SAP ERP to SAP CRM Lesson 4: Performing Delta Load from SAP ERP to SAP CRM Lesson 5: Uploading Data from SAP CRM to SAP ERP

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Unit 9 Lesson 1

Lesson 1: Maintaining Basic Settings for Data Exchange Lesson Objectives After completing this lesson, you will be able to:

●

Verify message flow

●

Connect SAP CRM with SAP ERP

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Figure 96: Message Flow – SAP CRM Server Architecture

Unit 9 Lesson 1

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Figure 97: Message Flow Overview

Unit 9 Lesson 1

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Figure 98: Message Flow for the SAP ERP BackEnd System

Unit 9 Lesson 1

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Figure 99: Basic Settings – Connection between SAP CRM and SAP ERP

Unit 9 Lesson 1

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Figure 100: R/3 Site in Administration Console

Unit 9 Lesson 1

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Figure 101: Site Attributes for an R/3 Site

Unit 9 Lesson 1

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Unit 9 Exercise 20

Exercise 20: Verify Connection Settings . Business Example As a CRM Middleware administrator or consultant, you are in charge of administering the data replication between the SAP CRM system and the SAP ERP back-end system. You want to look at the connections between the CRM server and the back-end system. Hint: Do not perform any changes.

Task 1. Log on to the SAP ERP back-end system. The instructor will give you the server name and system number. Is CRM as the data consumer of the R/3 adapter functionality activated? 2. Which RFC connection is used to connect the SAP ERP back-end system to the CRM server?

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Unit 9 Exercise 20

Exercise 20: Verify Connection Settings . 3. Which user is used for this RFC connection? Perform a remote logon. 4. Is CRM as the data consumer of R/3 Adapter functionality activated? 5. Which RFC connection is used to connect the CRM server to the SAP ERP backend system? 6. Which user is used for this connection? Perform a connection test.

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Unit 9 Solution 20

Solution 20: Verify Connection Settings . Business Example As a CRM Middleware administrator or consultant, you are in charge of administering the data replication between the SAP CRM system and the SAP ERP back-end system. You want to look at the connections between the CRM server and the back-end system. Hint: Do not perform any changes.

Task 1. Log on to the SAP ERP back-end system. The instructor will give you the server name and system number. Is CRM as the data consumer of the R/3 adapter functionality activated? a) Execute transaction SE16 in the SAP ERP system.

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Unit 9 Solution 20

Solution 20: Verify Connection Settings . b) Enter CRMCONSUM as the Table Name. c) Choose the Table Contents pushbutton. d) Choose the Execute pushbutton. e) The table field CONSUMER gives you the name of the data consumer. Check if the flag in field AKTIV is set. 2. Which RFC connection is used to connect the SAP ERP back-end system to the CRM server? a) Execute transaction SE16 in the SAP ERP system. b) Enter CRMRFCPAR as the Table Name. c) Choose the Table Contents pushbutton. d) Choose the Execute pushbutton.

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Unit 9 Solution 20

Solution 20: Verify Connection Settings . e) The parameter CRM * gives you the name of the RFC destination (field RFCDEST). 3. Which user is used for this RFC connection? Perform a remote logon. a) Execute transaction SM59. b) Open ABAP Connections. Search for the RFC connection from table CRMRFCPAR. c) Double-click RFC connection and choose the Logon & Security tab page. The user name is CRMREMOTE. d) Choose the Remote Logon pushbutton. 4. Is CRM as the data consumer of R/3 Adapter functionality activated? a) Execute transaction SE16 in the SAP CRM system.

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Unit 9 Solution 20

Solution 20: Verify Connection Settings . b) Enter CRMCONSUM as the Table Name. c) Choose the Table Contents pushbutton. d) Choose the Execute pushbutton. e) The table field CONSUMER gives you the name of the data consumer. f) Search for the consumer CRM and check if the flag in the AKTIV field is set. 5. Which RFC connection is used to connect the CRM server to the SAP ERP backend system? a) Execute transaction SMOEAC or choose Architecture and Technology → Middleware → Administration → Administration Console in the SAP CRM system. b) Choose Site as Object Type.

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Unit 9 Solution 20

Solution 20: Verify Connection Settings . c) Choose the Display Objects pushbutton. d) Choose the R/3 site. e) Expand the node R/3 and double-click it. f) Choose the Site Attributes pushbutton. The name of the corresponding RFC destination is displayed. 6. Which user is used for this connection? Perform a connection test. a) Execute transaction SM59. b) Open ABAP Connections. Search for the RFC connection which is used in the Site Attributes. c) Double-click RFC Connection. Choose the Logon & Security tab page. The user name is displayed here.

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Solution 20: Verify Connection Settings . d) Choose the Remote Logon pushbutton. e) A new session in the SAP CRM system starts.

Unit 9 Solution 20

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● Verify message flow ● Connect SAP CRM with SAP ERP

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Lesson 2: Synchronizing Customizing Data Lesson Objectives After completing this lesson, you will be able to:

●

Maintain Customizing adapter objects

●

Monitor queues

●

Extract and map Customizing data

Unit 9 Lesson 2

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Figure 102: Initial Load of Customizing Data

Unit 9 Lesson 2

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Figure 103: Customizing Adapter Object (1)

Unit 9 Lesson 2

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Unit 9 Lesson 2

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Unit 9 Lesson 2

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Figure 106: SE16 in Table SMOFTABLES

Unit 9 Lesson 2

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Unit 9 Exercise 21

Exercise 21: Create a Filter and Start the Initial Load . Business Example As a CRM Middleware administrator or consultant, you are in charge of administering the data replication between the SAP CRM system and SAP ERP back-end systems. You need to know the basic process of extracting Customizing data from SAP ERP to SAP CRM. Undertake the basic process of extracting Customizing data from SAP ERP to SAP CRM. Task 1 Display and create a filter for the Customizing adapter object ZCR555_## in the SAP CRM system. Hint: Your instructor has deregistered the inbound queue R3AI_ZCR555* of the CRM server.

1. Determine the corresponding SAP ERP (Customizing) database table.

Unit 9 Exercise 21

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Exercise 21: Create a Filter and Start the Initial Load . 2. Create a filter in the CONTINENT field with the value EUROPE. Execute the filter in the source system only. Name

Value

Field

CONTINENT

OP

Equality (= Low)

LOW

EUROPE

Task 2 Determine the content of the SAP ERP (Customizing) database table ZCR555_R3_##. 1. Log on to the SAP ERP back-end system. How many entries are stored in the database table? 2. How many entries pass the filter criteria stored in the Customizing adapter object?

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Unit 9 Exercise 21

Exercise 21: Create a Filter and Start the Initial Load . Task 3 Log on to the SAP CRM system. Start the initial load for Customizing adapter object ZCR555_##. 1. Start the initial load with transaction R3AS. Choose object ZCR555_## and start the initial load with the Execute pushbutton. Task 4 Check the status of the initial load with Initial Load Monitoring. 1. Start Initial Load Monitoring (transaction R3AM1). Choose object ZCR555_## and choose the Execute pushbutton.

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Unit 9 Solution 21

Solution 21: Create a Filter and Start the Initial Load . Business Example As a CRM Middleware administrator or consultant, you are in charge of administering the data replication between the SAP CRM system and SAP ERP back-end systems. You need to know the basic process of extracting Customizing data from SAP ERP to SAP CRM. Undertake the basic process of extracting Customizing data from SAP ERP to SAP CRM. Task 1 Display and create a filter for the Customizing adapter object ZCR555_## in the SAP CRM system. Hint: Your instructor has deregistered the inbound queue R3AI_ZCR555* of the CRM server.

1. Determine the corresponding SAP ERP (Customizing) database table.

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Unit 9 Solution 21

Solution 21: Create a Filter and Start the Initial Load . a) Choose transaction R3AC3 and mark the line with Customizing adapter object ZCR555_##. b) Choose the Choose pushbutton to navigate to the detailed view. c) In the Adapter Object overview page, choose the Display pushbutton. d) Choose the Tables/Structures tab page. e) Take the table name ZCR555_R3_## from column Table (Source Site). 2. Create a filter in the CONTINENT field with the value EUROPE. Execute the filter in the source system only. Name

Value

Field

CONTINENT

OP

Equality (= Low)

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Unit 9 Solution 21

Solution 21: Create a Filter and Start the Initial Load . Name

Value

LOW

EUROPE

a) Choose the Filter icon for the corresponding table on the Tables/Structures tab page (in the Filter Settings column). b) Choose R/3 as the Source Site Name. c) Choose Filter only in source database as Filter Option. d) Add the filter, as shown in the following table: Name

Value

Field

CONTINENT

OP

Equality (= Low)

Unit 9 Solution 21

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Solution 21: Create a Filter and Start the Initial Load . Name

Value

LOW

EUROPE

e) Choose Save. Task 2 Determine the content of the SAP ERP (Customizing) database table ZCR555_R3_##. 1. Log on to the SAP ERP back-end system. How many entries are stored in the database table? a) Execute transaction SE16. b) Start the Data Browser: Initial Screen.

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Unit 9 Solution 21

Solution 21: Create a Filter and Start the Initial Load . c) Enter Table Name ZCR555_R3_##. d) Choose the Execute pushbutton. The number of entries depends on the system. 2. How many entries pass the filter criteria stored in the Customizing adapter object? a) Take into account the filter settings that you have determined in task 1. b) Choose Number of Entries to show the entries which meet the selection criteria. Task 3 Log on to the SAP CRM system. Start the initial load for Customizing adapter object ZCR555_##. 1. Start the initial load with transaction R3AS. Choose object ZCR555_## and start the initial load with the Execute pushbutton.

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Unit 9 Solution 21

Solution 21: Create a Filter and Start the Initial Load . a) Log on to the SAP CRM system. b) Start the initial load for Customizing adapter object ZCR555_##. c) Start the initial load with transaction R3AS. d) Enter ZCR555_## as Load Object. e) Start the initial load with the Execute pushbutton. A popup box appears with a message about the status of the initial load. Task 4 Check the status of the initial load with Initial Load Monitoring. 1. Start Initial Load Monitoring (transaction R3AM1). Choose object ZCR555_## and choose the Execute pushbutton.

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Unit 9 Solution 21

Solution 21: Create a Filter and Start the Initial Load . a) Start Initial Load Monitoring (transaction R3AM1). b) Enter ZCR555_## as Load Object. c) Choose the Execute pushbutton. The status should be running.

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Unit 9 Exercise 22

Exercise 22: Determine the Relevant Adapter Object . Business Example As a CRM Middleware administrator or consultant, you are in charge of administering the data replication between the SAP CRM system and SAP ERP back-end systems. You want to determine if SAP delivers an adapter object for some specific data fields. Task Determine if a delivered adapter object is available to extract the academic title Customizing that you previously entered in SAP ERP. 1. What is the technical name of the table in the SAP ERP system where you can create new academic titles? 2. In SAP CRM, determine if an adapter object exists for this table. If so, record it. 3. In SAP CRM, open the adapter object and verify that table TSAD2 is included.

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Unit 9 Solution 22

Solution 22: Determine the Relevant Adapter Object . Business Example As a CRM Middleware administrator or consultant, you are in charge of administering the data replication between the SAP CRM system and SAP ERP back-end systems. You want to determine if SAP delivers an adapter object for some specific data fields. Task Determine if a delivered adapter object is available to extract the academic title Customizing that you previously entered in SAP ERP. 1. What is the technical name of the table in the SAP ERP system where you can create new academic titles? a) Execute transaction SPRO and choose Cross Application Components → SAP Business Partner → Business Partner → Persons → Name Components → Maintain Academic Titles. b) Select entry 0001 and press F1.

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Unit 9 Solution 22

Solution 22: Determine the Relevant Adapter Object . c) Choose (Technical Information). d) Record the table name TSAD2. 2. In SAP CRM, determine if an adapter object exists for this table. If so, record it. a) Execute transaction SE16. b) Enter table name SMOFTABLES. c) Choose the Table Content pushbutton. d) Enter TSAD2 in the R3TABNAME field. e) Choose the Execute pushbutton. f) Record OBJNAMEDNL_CUST_BASIS. 3. In SAP CRM, open the adapter object and verify that table TSAD2 is included.

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Unit 9 Solution 22

Solution 22: Determine the Relevant Adapter Object . a) Execute transaction R3AC1 (Business objects), R3AC3 (Customizing objects), or R3AC5 (Condition objects). b) Execute the initial load again to bring their titles over to SAP CRM. c) Choose the Position pushbutton. d) Enter DNL_CUST_BASIS using the correct transaction picked from the three listed above. e) Select the DNL_CUST_ BASIS object row, and press F2. f) Choose the Tables/Structures tab page to find that the TSAD2 table is included.

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Figure 107: Inbound and Outbound Queues for Customizing Adapter Objects

Unit 9 Lesson 2

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Figure 108: qRFC Outbound Queue Monitoring – SMQ1

Unit 9 Lesson 2

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Figure 109: qRFC Inbound Queue Monitoring – SMQ2

Unit 9 Lesson 2

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Unit 9 Exercise 23

Exercise 23: Monitor the Inbound Queue . Business Example As a CRM Middleware administrator or consultant, you have to administer the data replication between the SAP CRM system and SAP ERP back-end systems. For this reason, you must know the basic process of extracting Customizing data from SAP ERP to SAP CRM. You will have to start an initial load of customizing data. Task 1 1. Create a second session and start the inbound qRFC monitor (transaction SMQ2). Task 2 1. Check the status of the initial load with Initial Load Monitoring. Task 3

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Unit 9 Exercise 23

Exercise 23: Monitor the Inbound Queue . 1. Check the entries of the corresponding CRM (Customizing) database table ZCR555_CRM_##.

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Unit 9 Solution 23

Solution 23: Monitor the Inbound Queue . Business Example As a CRM Middleware administrator or consultant, you have to administer the data replication between the SAP CRM system and SAP ERP back-end systems. For this reason, you must know the basic process of extracting Customizing data from SAP ERP to SAP CRM. You will have to start an initial load of customizing data. Task 1 1. Create a second session and start the inbound qRFC monitor (transaction SMQ2). a) Navigate to the detail view for queue name R3AI_ZCR555_##. b) Activate this queue manually by using the Activate Queue pushbutton. Caution: Do not register queue R3AI_ZCR555* with QIN-scheduler.

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Unit 9 Solution 23

Solution 23: Monitor the Inbound Queue . Task 2 1. Check the status of the initial load with Initial Load Monitoring. a) Start Initial Load Monitoring (transaction R3AM1). b) Choose object ZCR555_##. c) Choose the Execute pushbutton. The initial load should have been finished. Task 3 1. Check the entries of the corresponding CRM (Customizing) database table ZCR555_CRM_##. a) Start data browser (transaction SE16) in the SAP CRM system.

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Unit 9 Solution 23

Solution 23: Monitor the Inbound Queue . b) Enter table ZCR555_CRM_##. c) Choose the Execute pushbutton. You can find the corresponding entries in the CRM table.

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Figure 110: Generic Extractor for Customizing Data

Unit 9 Lesson 2

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Figure 111: Inbound Processing in the SAP CRM System

Unit 9 Lesson 2

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Figure 112: Transferring Conditions

Unit 9 Lesson 2

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● Maintain Customizing adapter objects ● Monitor queues ● Extract and map Customizing data

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Unit 9 Lesson 3

Lesson 3: Downloading Data from SAP ERP to SAP CRM Lesson Objectives After completing this lesson, you will be able to:

●

Perform the initial load from SAP ERP to SAP CRM

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Figure 113: Data Exchange Between SAP ERP and SAP CRM

Unit 9 Lesson 3

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Figure 114: Initial Load from SAP ERP to SAP CRM for Business Data

Unit 9 Lesson 3

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Figure 115: Business Adapter Objects (1)

Unit 9 Lesson 3

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Unit 9 Lesson 3

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Unit 9 Lesson 3

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Unit 9 Lesson 3

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Unit 9 Exercise 24

Exercise 24: Display an Adapter Object . Business Example You need to check the Customizing for delta load that corresponds to a business adapter object. Task Display a business adapter object. 1. Start object management for business adapter objects (transaction R3AC1). Navigate to the detailed view of the business adapter object MATERIAL. 2. Determine source and target site types, and the corresponding flow contexts supported for the initial load. Name

Value

Target Site Type

CRM

Source Site Type

R/3

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Unit 9 Exercise 24

Exercise 24: Display an Adapter Object . Name

Value

Flow Context

MI0 (mBDOC Validate)

3. Determine the Linked BDoc type. 4. Determine the Object Class.

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Unit 9 Solution 24

Solution 24: Display an Adapter Object . Business Example You need to check the Customizing for delta load that corresponds to a business adapter object. Task Display a business adapter object. 1. Start object management for business adapter objects (transaction R3AC1). Navigate to the detailed view of the business adapter object MATERIAL. a) Start object management for business adapter objects (transaction R3AC1). b) Double-click the Business Adapter Object MATERIAL to navigate to the detailed view. 2. Determine source and target site types, and the corresponding flow contexts supported for the initial load.

Unit 9 Solution 24

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Solution 24: Display an Adapter Object . Name

Value

Target Site Type

CRM

Source Site Type

R/3

Flow Context


a) Enter the information given in the following table: Name

Value

Target Site Type

CRM

Source Site Type

R/3

Flow Context


3. Determine the Linked BDoc type. a) The Linked BDoc type is PRODUCT_MAT.

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Solution 24: Display an Adapter Object . 4. Determine the Object Class. a) The Object Class is MATERIAL.

Unit 9 Solution 24

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Figure 119: Inbound and Outbound Queues for Business Adapter Objects

Unit 9 Lesson 3

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Figure 120: R/3 Plug-In – Object-Specific Extractor

Unit 9 Lesson 3

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Figure 121: R/3 Inbound Adapter

Unit 9 Lesson 3

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Figure 122: BDocs – Messaging BDoc Types (1)

Unit 9 Lesson 3

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Figure 123: BDocs – Messaging BDoc Types (2)

Unit 9 Lesson 3

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Figure 124: BDocs – Exploring a BDoc Type

Unit 9 Lesson 3

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Figure 125: Flow Context for Inbound Message Flow – MI

Unit 9 Lesson 3

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Figure 126: View Flow Contexts

Unit 9 Lesson 3

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Unit 9 Exercise 25

Exercise 25: Display a Messaging Bdoc Type . Business Example You need to determine flow contexts for a BDoc type. Task Display BDoc PRODUCT_MAT. 1. Start the BDoc Modeler and navigate to the detailed view of Bdoc PRODUCT_MAT. 2. Navigate to the detailed view of the related data type COMT_PROD_MATERIAL_BDOC_TAB. Navigate to the detailed view of Line Type COMT_PROD_MATERIAL_BDOC. Write down the components of this complex line type. 3. Choose Hierarchy Display to get a hierarchy representation in a separate window. Do not close this window.

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Unit 9 Solution 25

Solution 25: Display a Messaging Bdoc Type . Business Example You need to determine flow contexts for a BDoc type. Task Display BDoc PRODUCT_MAT. 1. Start the BDoc Modeler and navigate to the detailed view of Bdoc PRODUCT_MAT. a) Start the BDoc Modeler by choosing Architecture and Technology → Middleware → Development → Meta Object Modeling → BDoc Modeler (transaction SBDM). b) When you use the transaction for the first time, a dialog box asks for a display selection. c) Choose BDoc Class Messaging. You can change your selection at any time by choosing the Filter pushbutton, or by pressing CTRL+F6.

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Unit 9 Solution 25

Solution 25: Display a Messaging Bdoc Type . d) Enter PRODUCT_MAT in the field name and select the messaging BDoc checkbox. e) Choose the Execute pushbutton. 2. Navigate to the detailed view of the related data type COMT_PROD_MATERIAL_BDOC_TAB. Navigate to the detailed view of Line Type COMT_PROD_MATERIAL_BDOC. Write down the components of this complex line type. a) Double-click PRODUCT_MAT to navigate to the detailed view. b) Double-click COMT_PROD_MATERIAL_BDOC_TAB. c) In the screen that follows, double-click COMT_PROD_MATERIAL_BDOC. d) This complex line type includes the following components:

Unit 9 Solution 25

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Solution 25: Display a Messaging Bdoc Type .

● HEADER ● DATA ● INTERLINK ● CONDITIONS ● KNOWLEDGEBASE ● DOCUMENTS ● CONTROL 3. Choose Hierarchy Display to get a hierarchy representation in a separate window. Do not close this window. a) Choose Hierarchy Display. The hierarchy is shown.

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Figure 127: Starting the Initial Load

Unit 9 Lesson 3

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Figure 128: Display BDoc Message Summary

Unit 9 Lesson 3

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Figure 129: Display BDoc Message

Unit 9 Lesson 3

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Figure 130: Display BDoc Details

Unit 9 Lesson 3

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Figure 131: Performance Issues – Initial Load

Unit 9 Lesson 3

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● Perform the initial load from SAP ERP to SAP CRM

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Unit 9 Lesson 4

Lesson 4: Performing Delta Load from SAP ERP to SAP CRM Lesson Objectives After completing this lesson, you will be able to:

●

Perform the delta load from SAP ERP to SAP CRM

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Figure 132: Delta Load Data Flow

Unit 9 Lesson 4

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Figure 133: Object Classes

Unit 9 Lesson 4

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Unit 9 Exercise 26

Exercise 26: Analyze Delta Load Customizing . Business Example You want to analyze delta load Customizing in the SAP CRM system and the SAP ERP system. To do so, you must know the names of the BTEs. Task 1 Analyze delta Load Customizing in the SAP CRM system. 1. Use transaction R3AC4 to analyze delta load Customizing. Find out the names of the BTEs corresponding to the Object Class MATERIAL. 2. Check whether the delta load is activated. Task 2 Analyze delta load Customizing in SAP ERP system. 1. Check whether the BTEs are activated in the SAP ERP system.

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Unit 9 Solution 26

Solution 26: Analyze Delta Load Customizing . Business Example You want to analyze delta load Customizing in the SAP CRM system and the SAP ERP system. To do so, you must know the names of the BTEs. Task 1 Analyze delta Load Customizing in the SAP CRM system. 1. Use transaction R3AC4 to analyze delta load Customizing. Find out the names of the BTEs corresponding to the Object Class MATERIAL. a) Use transaction R3AC4 to analyze delta load Customizing. b) Expand node Object Class Activation. c) Double-click Events by Object Class. d) Find out the names of the BTEs corresponding to the Object Class MATERIAL (00001250, 00001270, and 00004051).

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Unit 9 Solution 26

Solution 26: Analyze Delta Load Customizing . 2. Check whether the delta load is activated. a) Go back to the initial screen. b) The delta load is activated if the Inactive checkbox is unchecked. Task 2 Analyze delta load Customizing in SAP ERP system. 1. Check whether the BTEs are activated in the SAP ERP system. a) Execute transaction FIBF and choose Environment → Info system (P/S). b) Enter the numbers of the BTEs with left-hand zeros. c) Choose the Execute pushbutton.

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Unit 9 Solution 26

Solution 26: Analyze Delta Load Customizing . d) Choose the Active components pushbutton to check whether the CRM Middleware components for delta load are activated. The BTEs are active.

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Figure 134: Activating the Delta Load

Unit 9 Lesson 4

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Figure 135: Delta Load SAP ERP to SAP CRM – Data Transfer per qRFC

Unit 9 Lesson 4

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Figure 136: Delta Load SAP ERP to SAP CRM – Mass Update

Unit 9 Lesson 4

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Figure 137: Customizing Mass Data Processing

Unit 9 Lesson 4

Unit 9 Exercise 27

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Exercise 27: Perform a Delta Load . Business Example Various settings are required to process delta load. For this reason, you must know how to work in the SAP CRM system and the SAP ERP system. You need to determine the flow contexts for a BDoc type. Task 1 Compare SAP CRM product CR555_## with SAP ERP material CR555_## and change the material in the SAP ERP system. 1. Verify data in the SAP CRM system. Choose the SAP GUI transaction COMMPR01. Name

Value

Sales Organization

3020


30

2. In the SAP ERP system, choose SAP Menu → Logistics → Materials Management → Material Master → Material → Change → Immediately (transaction

Unit 9 Exercise 27

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Exercise 27: Perform a Delta Load . MM02). Enter Material number CR555_## and choose Select views. Choose Basic Data 1, Basic Data 2, and Sales Org. Data 1. Name

Value

Sales Organization

3020


30

3. Compare Description, Sales Organization, and Distribution Channel, rename the description, and save the material. Task 2 Analyze whether the delta load has been processed successfully. 1. Start the BDoc Monitoring (transaction SMW01) and display the corresponding mBDoc. Enter BDoc Type PRODUCT_MAT, select Send Date and Time as Today.

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Unit 9 Exercise 27

Exercise 27: Perform a Delta Load . Search for an entry with Queue name R3AD_MATERIACR555_##. Mark the line and choose BDoc Message → Display → Extended Part. 2. Within the detailed view, choose the Column pushbutton and compare with the complex structure of mBDoc type PRODUCT_MAT. 3. Look for the changed short text within the mBDoc type. 4. Check the short text of the product by executing transaction COMMPR01 again.

Unit 9 Solution 27

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Solution 27: Perform a Delta Load . Business Example Various settings are required to process delta load. For this reason, you must know how to work in the SAP CRM system and the SAP ERP system. You need to determine the flow contexts for a BDoc type. Task 1 Compare SAP CRM product CR555_## with SAP ERP material CR555_## and change the material in the SAP ERP system. 1. Verify data in the SAP CRM system. Choose the SAP GUI transaction COMMPR01. Name

Value

Sales Organization

3020


30

a) Execute the SAP GUI transaction COMMPR01 for product maintenance.

Unit 9 Solution 27

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Solution 27: Perform a Delta Load . 2. In the SAP ERP system, choose SAP Menu → Logistics → Materials Management → Material Master → Material → Change → Immediately (transaction MM02). Enter Material number CR555_## and choose Select views. Choose Basic Data 1, Basic Data 2, and Sales Org. Data 1. Name

Value

Sales Organization

3020


30

a) Choose Material Master → Material → Change → Immediately (or use transaction MM02). b) Enter CR555_## as Material number. c) Choose the Select views pushbutton.

Unit 9 Solution 27

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Solution 27: Perform a Delta Load . d) Choose Basic Data 1, Basic Data 2, and Sales Org. Data 1. e) Choose the following entries as shown in the table: Name

Value

Sales Organization

3020


30

Material CR555_## is be displayed. 3. Compare Description, Sales Organization, and Distribution Channel, rename the description, and save the material. a) Compare Description, Sales Organization, and Distribution Channel. b) In the SAP ERP system, change the description (short text) and Save the material.

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Unit 9 Solution 27

Solution 27: Perform a Delta Load . Task 2 Analyze whether the delta load has been processed successfully. 1. Start the BDoc Monitoring (transaction SMW01) and display the corresponding mBDoc. Enter BDoc Type PRODUCT_MAT, select Send Date and Time as Today. Search for an entry with Queue name R3AD_MATERIACR555_##. Mark the line and choose BDoc Message → Display → Extended Part. a) Enter BDoc Type PRODUCT_MAT. b) Select Send Date and Time as Today and Execute. c) Look for an entry with queue name R3AD_MATERIACR555_##. d) Mark the line. e) Choose BDoc Message → Display → Extended Part.

Unit 9 Solution 27

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Solution 27: Perform a Delta Load . The extended part of the BDoc message is displayed 2. Within the detailed view, choose the Column pushbutton and compare with the complex structure of mBDoc type PRODUCT_MAT. a) In the detailed view, choose the Column pushbutton and compare with the complex structure of mBDoc type PRODUCT_MAT. b) Compare the BDoc message with the BDoc type. 3. Look for the changed short text within the mBDoc type. a) The SHORT_TEXTS is shown in the extension part of the BDoc message. 4. Check the short text of the product by executing transaction COMMPR01 again. a) The short text of the product has been changed.

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● Perform the delta load from SAP ERP to SAP CRM

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Lesson 5: Uploading Data from SAP CRM to SAP ERP Lesson Objectives After completing this lesson, you will be able to:

●

Maintain the Replication Model

●

Perform the initial load from SAP CRM to SAP ERP

●

Perform the delta load from SAP CRM to SAP ERP

Unit 9 Lesson 5

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Figure 138: Different Types of Replication

Unit 9 Lesson 5

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Figure 139: Simple Bulk Replication – Replication Modeling

Unit 9 Lesson 5

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Figure 140: CRM Middleware Objects

Unit 9 Lesson 5

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Figure 141: Simple Intelligent Replication – Replication Modeling

Unit 9 Lesson 5

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Figure 142: Administration Console – View Replication Objects

Unit 9 Lesson 5

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Figure 143: Administration Console – View Publications

Unit 9 Lesson 5

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Figure 144: Administration Console – View Subscriptions

Unit 9 Lesson 5

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Figure 145: Administration Console – Assign Subscriptions to a Site

Unit 9 Lesson 5

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Unit 9 Exercise 28

Exercise 28: Analyze Settings in the Administration Console . Business Example As a CRM Middleware administrator or consultant employee, you are in charge of administering the data replication from the CRM Middleware to external systems. Your role is to define sites and subscribe sites to publications. This exercise deals with the basic tasks of CRM Middleware administration, that is, creating and using sites and subscribing sites to publications. The tool to perform these tasks is the Middleware Administration Console. Use Administration Console to view CRM Middleware administrative data and to create and replicate a business partner. 1. Start the Administration Console. 2. Examine the existing publications and subscriptions. View all subscriptions of the SAP R/3 site shown on your logon sheets. Record the subscription that ensures that all orders taken in SAP CRM arrive in SAP ERP. Where do you find all subscriptions for a publication? Are there criteria values assigned to the

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Unit 9 Exercise 28

Exercise 28: Analyze Settings in the Administration Console . subscriptions? What subscription involves the transfer of orders? What replication object and what BDoc is this subscription connected to?

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Unit 9 Solution 28

Solution 28: Analyze Settings in the Administration Console . Business Example As a CRM Middleware administrator or consultant employee, you are in charge of administering the data replication from the CRM Middleware to external systems. Your role is to define sites and subscribe sites to publications. This exercise deals with the basic tasks of CRM Middleware administration, that is, creating and using sites and subscribing sites to publications. The tool to perform these tasks is the Middleware Administration Console. Use Administration Console to view CRM Middleware administrative data and to create and replicate a business partner. 1. Start the Administration Console. a) Execute transaction SMOEAC or choose Architecture and Technology → Middleware → Administration → Administration Console. 2. Examine the existing publications and subscriptions. View all subscriptions of the SAP R/3 site shown on your logon sheets. Record the subscription that ensures

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Unit 9 Solution 28

Solution 28: Analyze Settings in the Administration Console . that all orders taken in SAP CRM arrive in SAP ERP. Where do you find all subscriptions for a publication? Are there criteria values assigned to the subscriptions? What subscription involves the transfer of orders? What replication object and what BDoc is this subscription connected to? a) All subscriptions of a site are listed for the Object Type as Site → → → Subscriptions. b) You can view the Subscriptions for a particular publication by choosing the Object Type as Publications. c) Choose the Display objects pushbutton and choose Publications → . Whether criteria can be (or have to be) used depends on the replication type of the relevant publication.

Unit 9 Solution 28

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Solution 28: Analyze Settings in the Administration Console . Publications of type Simple Bulk MESG for messaging BDocs (mBDocs) and of type bulk for synchronization BDocs (sBDocs) cannot be filtered using criteria values. d) Expand the Sites R/3. e) One of the subscriptions is All Business Transactions MESG. Double-click it. f) Choose the Replication Objects tab page. Double-click the Replication Object BUS_TRANS_MSG. It brings you to the screen that shows this Replication Object is tied to the BDoc Name BUS_TRANS_MSG.

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Figure 146: Data Exchange from SAP CRM to SAP ERP

Unit 9 Lesson 5

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Figure 147: Outbound Message Flow

Unit 9 Lesson 5

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Figure 148: Business Adapter Objects

Unit 9 Lesson 5

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Figure 149: Data Extract in the SAP CRM System

Unit 9 Lesson 5

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Figure 150: Initial Load from SAP CRM to SAP ERP – Data Flow

Unit 9 Lesson 5

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Figure 151: Initial Load from SAP CRM to SAP ERP – Data Flow Acknowledgement

Unit 9 Lesson 5

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Figure 152: Customizing the Outbound Processing

Unit 9 Lesson 5

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Figure 153: View Flow Contexts for BUPA_MAIN

Unit 9 Lesson 5

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Figure 154: Delta Load SAP CRM to SAP ERP – Data Flow

Unit 9 Lesson 5

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Figure 155: Delta Load from SAP CRM to SAP ERP – qRFC

Unit 9 Lesson 5

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● Maintain the Replication Model ● Perform the initial load from SAP CRM to SAP ERP ● Perform the delta load from SAP CRM to SAP ERP

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Unit 9


"The message flow includes inbound processing and outbound processing only."

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Unit 9


"The message flow includes inbound processing and outbound processing only." False

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Unit 9


"Communication between the SAP CRM system and the SAP ERP system is based on RFC."

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Unit 9


"Communication between the SAP CRM system and the SAP ERP system is based on RFC." True

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Unit 9

When you upgrade the SAP R/3 Plug-In within SAP ERP, you have to upgrade the ______ as well. Choose the correct answer.

A. SAP Basis Plug-In B. SAP R/3 Plug-In

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Unit 9

When you upgrade the SAP R/3 Plug-In within SAP ERP, you have to upgrade the ______ as well.

A. SAP Basis Plug-In

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Unit 9


"The data of a Customizing adapter object can be transferred from the SAP ERP system to the SAP CRM system with an initial load."

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Unit 9


"The data of a Customizing adapter object can be transferred from the SAP ERP system to the SAP CRM system with an initial load." True

TCRM20 Which transaction code is used to control the initial load? Choose the correct answer.

A. R3AM1 B. R3AS C. SPRO

Unit 9

TCRM20 Which transaction code is used to control the initial load?

A. R3AM1

Unit 9

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Unit 9


"After you save the filter criteria, it automatically synchronizes with SAP ERP."

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Unit 9


"After you save the filter criteria, it automatically synchronizes with SAP ERP." True

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Unit 9


"You cannot maintain or display the logical units of work using tRFC monitoring."

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Unit 9


"You cannot maintain or display the logical units of work using tRFC monitoring." True


"If an error occurs in logical units of work, the function modules of the queue entries are rolled back."

Unit 9


"If an error occurs in logical units of work, the function modules of the queue entries are rolled back." True

Unit 9

TCRM20 Where does filtering of business objects in the SAP CRM system happen? Choose the correct answer.

A. Only in the source system B. Only in the target system C. Both in the source and target systems

Unit 9

TCRM20 Where does filtering of business objects in the SAP CRM system happen?

C. Both in the source and target systems

Unit 9

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Unit 9


"The Middleware Trace Monitor is a tool to track message flows, record events, and provide information for evaluation."

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Unit 9


"The Middleware Trace Monitor is a tool to track message flows, record events, and provide information for evaluation." True

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Unit 9

The R/3 inbound adapter converts the data from the ______ data container into the ______ structure that starts the inbound message flow. Choose the correct answer.

A. BAPIMTCS, mBDoc B. mBDoc, BAPIMTCS C. BAPIMTCS, sBDoc D. sBDoc, BAPIMTCS

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Unit 9

The R/3 inbound adapter converts the data from the ______ data container into the ______ structure that starts the inbound message flow.

A. BAPIMTCS, mBDoc

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Unit 9


"In the classical part of messaging BDoc, the complex data type is modeled with data repository tools."

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Unit 9


"In the classical part of messaging BDoc, the complex data type is modeled with data repository tools." False

TCRM20 Which part is used to determine the receivers of mBDoc messages? Choose the correct answer.

A. Classical part B. Extension part

Unit 9

TCRM20 Which part is used to determine the receivers of mBDoc messages?

A. Classical part

Unit 9

TCRM20 In the Display BDoc message list, a successfully processed message appears in ________. Choose the correct answer.

A. Red B. Yellow C. Green

Unit 9

TCRM20 In the Display BDoc message list, a successfully processed message appears in ________.

C. Green

Unit 9

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Unit 9


"The delta load allows the synchronization of Customizing data between SAP ERP back-end systems and the CRM server."

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Unit 9


"The delta load allows the synchronization of Customizing data between SAP ERP back-end systems and the CRM server." False

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Unit 9


"The implementation of business transaction events is a part of the R/3 Plug-In."

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Unit 9


"The implementation of business transaction events is a part of the R/3 Plug-In." True

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Unit 9


"If a business transaction event is activated in the SAP ERP system, it converts the data in the BAPIMTCS structure while updating the database table."

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Unit 9


"If a business transaction event is activated in the SAP ERP system, it converts the data in the BAPIMTCS structure while updating the database table." True

TCRM20 During mass data processing, the data is bundled and placed in the __________ in the SAP CRM system through RFC (MASS_CRM_*). Choose the correct answer.

A. Outbound queue B. Inbound queue

Unit 9

TCRM20 During mass data processing, the data is bundled and placed in the __________ in the SAP CRM system through RFC (MASS_CRM_*).

B. Inbound queue

Unit 9

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Unit 9


"The data exchange between the CRM server and the sites is defined in a replication model."

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Unit 9


"The data exchange between the CRM server and the sites is defined in a replication model." True

TCRM20 What type of replication object specifies the potential fields for filter criteria? Choose the correct answer.

A. Simple Bulk Replication B. Simple Intelligent Replication

Unit 9

TCRM20 What type of replication object specifies the potential fields for filter criteria?

B. Simple Intelligent Replication

Unit 9

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Unit 9


"The type of objects loaded to each target system depends on the business process and has to be defined for each application."

TCRM20

Unit 9


"The type of objects loaded to each target system depends on the business process and has to be defined for each application." True

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Unit 9


"The R/3 Outbound Adapter directly transfers the data per qRFC to the SAP receiver."

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Unit 9


"The R/3 Outbound Adapter directly transfers the data per qRFC to the SAP receiver." False

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Unit 9

The object-specific function module recognizes whether the same data has already been created by checking table _____________. Choose the correct answer.

A. CRMSUBTAB B. CRMKEY

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Unit 9

The object-specific function module recognizes whether the same data has already been created by checking table _____________.

A. CRMSUBTAB

Unit 10: CRM Middleware Operations Lesson 1: Monitoring the CRM Middleware Lesson 2: Handling Errors Lesson 3: Ensuring Data Consistency Lesson 4: Troubleshooting Errors

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Lesson 1: Monitoring the CRM Middleware Lesson Objectives After completing this lesson, you will be able to:

●

Monitor the CRM Middleware

Unit 10 Lesson 1

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Figure 156: CRM Middleware Monitoring Cockpit

Unit 10 Lesson 1

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Figure 157: Display BDoc Messages

Unit 10 Lesson 1

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Figure 158: BDoc Messages – Error Analysis

Unit 10 Lesson 1

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Figure 159: BDoc Recovery Framework (1)

Unit 10 Lesson 1

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Figure 160: BDoc Recovery Framework (2)

Unit 10 Lesson 1

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Figure 161: Unprocessed BDoc Messages

Unit 10 Lesson 1

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Figure 162: qRFC Outbound Scheduler Monitoring

Unit 10 Lesson 1

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Figure 163: qRFC Inbound Scheduler Monitoring

Unit 10 Lesson 1

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Figure 164: Hints for an Error Analysis – Load Example

Unit 10 Lesson 1

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Figure 165: Message Flow Statistics

Unit 10 Lesson 1

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Figure 166: Middleware Trace

Unit 10 Lesson 1

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Unit 10 Exercise 29

Exercise 29: Monitor the Data Exchange . Business Example As an administrator, you need to track the progress of data loads. You need to know the conditions for reprocessing filed BDoc messages and reviewing queued records. Track the progress of a data load and understand the effect of the registration and deregistration of the RFC queues. Task 1 Make a master data change in SAP ERP and verify the change in SAP CRM. Note: Your instructor has deregistered the inbound queue of the CRM server. The instructor used transaction SMQR and deregistered the queues R3AD*. This will prevent any SAP ERP to SAP CRM delta.

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Unit 10 Exercise 29

Exercise 29: Monitor the Data Exchange . 1. In the SAP ERP system, change the Post Code from 75050 to 75051 in the address data of your business partner who has the name ##XChange Corp. Then, save your entry and verify that the SAP CRM system has received the change. Use the change mode in SAP CRM for exercise purposes only.

Task 2 Inbound processing has been interrupted. Find the relevant queue and data contained in a logical unit of work (LUW). 1. Because the inbound processing has not yet taken place, you can view the relevant inbound queue (open a new session). Try to find the data contained in a LUW. The queue name is R3AD_CUSTOME0000xxxxxx (xxxxxx stands for your customer number). Queue names are controlled by the CRM server applications. Because

TCRM20

Unit 10 Exercise 29

Exercise 29: Monitor the Data Exchange . the CRM Middleware has not yet processed the data, the conversion from the BAPI structures into a BDoc has not taken place. Task 3 Activate the queue for your business partner manually. 1. Activate the queue for your business partner and check if the activation caused the update to succeed. Task 4 1. Display the reason why your update failed. Task 5

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Unit 10 Exercise 29

Exercise 29: Monitor the Data Exchange . 1. Perform the action suggested by the error message and exit from the locking situation. Task 6 1. Try to reprocess your BDoc. Enter the copied BDoc ID number on the selection screen. Refresh the screen. Check what happens.

Task 7 1. Change the business partner ##XChange Corp. again. This time, add the region ZZZ. Make this change from the CRM transaction BP in the change mode. To make sure we do not have a locking issue, exit from transaction VD02 in ERP.

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Unit 10 Exercise 29

Exercise 29: Monitor the Data Exchange . Task 8 Check whether the business partner has the new region ZZZ in the SAP ERP system now. If it is not there, perform an extensive error tracking. 1. Check if the business partner is updated with region ZZZ in the SAP ERP system. 2. Check the outbound queue of the SAP CRM system. 3. Check the BDoc message. Note that the other sites are for the Groupware adapter, which is not installed in our system; so no response is generated, which normally results in a yellow status.

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . Business Example As an administrator, you need to track the progress of data loads. You need to know the conditions for reprocessing filed BDoc messages and reviewing queued records. Track the progress of a data load and understand the effect of the registration and deregistration of the RFC queues. Task 1 Make a master data change in SAP ERP and verify the change in SAP CRM. Note: Your instructor has deregistered the inbound queue of the CRM server. The instructor used transaction SMQR and deregistered the queues R3AD*. This will prevent any SAP ERP to SAP CRM delta.

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . 1. In the SAP ERP system, change the Post Code from 75050 to 75051 in the address data of your business partner who has the name ##XChange Corp. Then, save your entry and verify that the SAP CRM system has received the change. Use the change mode in SAP CRM for exercise purposes only. a) In the SAP ERP system, execute transaction VD02 or choose Logistics → Sales and Distribution → Master Data → Business Partners → Customers → Change → Sales and Distribution. b) On the Customer Change: Initial Screen, enter the customer number xxxxxx in the Customer field and choose Enter. c) On the Change Customer: General Data screen, on the Address tab page, change Post Code from 75050 to 75051. d) In the SAP CRM system, execute transaction BP.

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . e) On the Maintain Business Partner screen, choose the Start pushbutton. Doubleclick the Description. Choose the Open BP pushbutton. f) On the Open business partner screen, enter the business partner number xxxxxx in the Business Partner field and choose Enter. g) Choose the Switch between Display and Change pushbutton for the change mode.

Task 2 Inbound processing has been interrupted. Find the relevant queue and data contained in a logical unit of work (LUW). 1. Because the inbound processing has not yet taken place, you can view the relevant inbound queue (open a new session). Try to find the data contained in a LUW.

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . The queue name is R3AD_CUSTOME0000xxxxxx (xxxxxx stands for your customer number). Queue names are controlled by the CRM server applications. Because the CRM Middleware has not yet processed the data, the conversion from the BAPI structures into a BDoc has not taken place. a) To view the data, choose Middleware → Monitoring → Queues → Display Inbound RFC Queues (transaction SMQ2). b) Select the queue R3AD_CUSTOME0000xxxxxx and choose the Execute pushbutton. c) Choose the Display selection pushbutton. d) Select the line of the queue and choose Choose. e) Choose the Display LUW pushbutton. The LUW contains the data in a BAPI structure.

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . f) Choose the Find pushbutton. Enter your P.O. Box number with three blanks between the digits. Task 3 Activate the queue for your business partner manually. 1. Activate the queue for your business partner and check if the activation caused the update to succeed. a) Choose Middleware → Monitoring → Queues → Display Inbound RFC Queues (transaction SMQ2). b) Select your queue R3AD_CUSTOME0000xxxxxx (xxxxxx stands for your customer number). c) Choose the Display Selection pushbutton.

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . d) On the following screen, choose the Activate Queue pushbutton or press F6. e) Check if your entries have been processed by choosing the Refresh pushbutton. f) Check if your change can be seen in the SAP CRM system by choosing Master data → Business Partner → Maintain Business Partners (BP). The data has not changed. Task 4 1. Display the reason why your update failed. a) Choose Middleware → Monitoring → Message Flow → Display BDoc Messages (transaction SMW01).

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . b) Use your user ID at the top of the screen and select one of the radio buttons (for example, last hour) to shorten the list. c) Identify the BDoc with the data of your business partner (look at the queue name). d) On the Display BDoc Messages screen, select your BDoc. e) Choose the Execute and Receivers pushbuttons. f) Go back and check the BDoc for any error information. g) Copy the BDoc ID number for later use. h) On the Display BDoc Messages screen, select your BDoc and choose Error. Among some warnings, you find the following error message: Business Partner is currently being processed by .

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . Task 5 1. Perform the action suggested by the error message and exit from the locking situation. a) In the SAP CRM system, execute transaction BP. b) Use the Back pushbutton to leave the transaction. You do not need to save. Task 6 1. Try to reprocess your BDoc. Enter the copied BDoc ID number on the selection screen. Refresh the screen. Check what happens. a) Choose Middleware → Monitoring → Message Flow → Display BDoc Messages (transaction SMW01).

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . b) Select your BDoc in error status and go to BDoc message → Process → Reprocess to process. Alternatively, you can choose the Reprocess pushbutton to process the BDoc message. Your BDoc, which had been in error status, has a Confirmed status now. The BDoc flow Validate caused the writing of the data to the CRM database. This change to the CRM database triggered a new BDoc flow (Notification). This flow then created a new messaging BDoc, destined for any receivers identified by the replication service (for example, a back-end system or the synchronization in case the mobile bridge for the BDoc type has been activated). c) Check if the change is now displayed for your business partner. The change should be displayed now.

Task 7

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . 1. Change the business partner ##XChange Corp. again. This time, add the region ZZZ. Make this change from the CRM transaction BP in the change mode. To make sure we do not have a locking issue, exit from transaction VD02 in ERP. a) Execute transaction BP. b) Choose the Start pushbutton. c) Change the Region to ZZZ. Task 8 Check whether the business partner has the new region ZZZ in the SAP ERP system now. If it is not there, perform an extensive error tracking. 1. Check if the business partner is updated with region ZZZ in the SAP ERP system.

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . a) To view the data, choose Logistics → Sales and Distribution → Master Data → Business Partners → Customers → Display → Sales and Distribution (transaction VD03). The business partner has not been updated in the SAP ERP System. 2. Check the outbound queue of the SAP CRM system. a) To view the data, choose Middleware → Monitoring → Queues → Display Outbound RFC Queues (transaction SMQ1). The outbound queue is empty. 3. Check the BDoc message. a) To view the data, choose Middleware → Monitoring → Message Flow → Display BDoc Messages (transaction SMW01). b) Identify the BDoc with the data of your business partner.

Unit 10 Solution 29

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Solution 29: Monitor the Data Exchange . c) Select the BDocs of type BUPA_MAIN. Both the Overview and Detail View show the BP number as a part of the queue name. d) Go back and check the BDoc for any error information. e) On the Display BDoc Messages screen, select your BDoc. f) Choose the Receivers pushbutton and then the Choose Layout pushbutton to show the errors.

Figure 167: Receivers for BDoc

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Unit 10 Solution 29

Solution 29: Monitor the Data Exchange . g) The BDoc state is not processed. The Errorsegments screen displays the error messages. Select the icon in the Errors column; the region ZZZ is not defined for country FR. Note that the other sites are for the Groupware adapter, which is not installed in our system; so no response is generated, which normally results in a yellow status.

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● Monitor the CRM Middleware

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Lesson 2: Handling Errors Lesson Objectives After completing this lesson, you will be able to:

●

Perform error handling

Unit 10 Lesson 2

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Figure 168: Integration of the Central Error Handling Service

Unit 10 Lesson 2

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Figure 169: Error Handling Strategy

Unit 10 Lesson 2

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Figure 170: Error Handling – Flow Control

Unit 10 Lesson 2

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Figure 171: Error Handling Configuration

Unit 10 Lesson 2

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● Perform error handling

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Lesson 3: Ensuring Data Consistency Lesson Objectives After completing this lesson, you will be able to:

●

Create a Data Integrity Manager instance

●

Create a request

Unit 10 Lesson 3

TCRM20

Figure 172: Data Consistency

Unit 10 Lesson 3

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Figure 173: Data Integrity Manager

Unit 10 Lesson 3

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Unit 10 Exercise 30

Exercise 30: Create a DIMA Instance . Business Example As a system administrator, you need to use the DIMA tool set to maintain the data in your systems. Task Create a DIMA instance that is limited to the BP ##XChange Corp. Perform a header and then a detailed compare. Before this exercise starts, load the region ZZZ as a valid region for the Country FR in the SAP ERP system using SPRO → SAP NetWeaver → general settings → Set countries → insert regions. 1. Create a DIMA instance filtering on your specific customer. Check whether the business partner is created in the SAP ERP system. Use the information in the following table: Field Name or Data Type

Values

DIMA Instance

Group##

TCRM20

Unit 10 Exercise 30

Exercise 30: Create a DIMA Instance . Field Name or Data Type

Values

DIMA Object

Customer

Filter Mode

DIMA Filter Only

Start Compare on Wizard Completion

Check this box

Filter Settings After Adding a Filter Row: Table Name

KNA1

Field Name

KUNNR

Option

EQ

Low* 10-digit customer number from R/3 SAP ERP add leading zeros as needed. Use the number from the business partner ##XChange Corp.

0000__ __ ___ ___ ___ ___

TCRM20

Unit 10 Exercise 30

Exercise 30: Create a DIMA Instance . 2. Perform a header compare, refresh the result to see the execution of your DIMA instance and evaluate the status lights. 3. Perform a detailed compare.

TCRM20

Unit 10 Solution 30

Solution 30: Create a DIMA Instance . Business Example As a system administrator, you need to use the DIMA tool set to maintain the data in your systems. Task Create a DIMA instance that is limited to the BP ##XChange Corp. Perform a header and then a detailed compare. Before this exercise starts, load the region ZZZ as a valid region for the Country FR in the SAP ERP system using SPRO → SAP NetWeaver → general settings → Set countries → insert regions. 1. Create a DIMA instance filtering on your specific customer. Check whether the business partner is created in the SAP ERP system. Use the information in the following table: Field Name or Data Type

Values

DIMA Instance

Group##

TCRM20

Unit 10 Solution 30

Solution 30: Create a DIMA Instance . Field Name or Data Type

Values

DIMA Object

Customer

Filter Mode

DIMA Filter Only


Check this box


KNA1

Field Name

KUNNR

Option

EQ

Low* 10-digit customer number from R/3 SAP ERP add leading zeros as needed. Use the number from the business partner ##XChange Corp.

0000__ __ ___ ___ ___ ___

TCRM20

Unit 10 Solution 30

Solution 30: Create a DIMA Instance . a) In the SAP CRM system, choose Architecture and Technology → Middleware → Data Exchange → Synchronization → Data Integrity Manager (transaction SDIMA). b) Choose the New DIMA Instance pushbutton. c) Choose Continue. d) Choose the Insert Row pushbutton. e) Use the data in the following table: Field Name or Data Type

Values

DIMA Instance

Group##

DIMA Object

Customer

Filter Mode

DIMA Filters only

Unit 10 Solution 30

TCRM20

Solution 30: Create a DIMA Instance . Field Name or Data Type

Values


Check this box


KNA1

Field Name

KUNNR

Option

EQ

Low* 10-digit customer number from R/3 add leading zeros as needed. Use the number from the business partner ##XChange Corp.

0000__ __ ___ ___ ___ ___

f) When you have finished using the wizard, choose the Complete pushbutton, which will execute DIMA.

TCRM20

Unit 10 Solution 30

Solution 30: Create a DIMA Instance . 2. Perform a header compare, refresh the result to see the execution of your DIMA instance and evaluate the status lights. a) Choose the Refresh pushbutton. b) Double-click the 1 object exists in both systems folder. The results show that BP exists in both SAP CRM and SAP ERP. 3. Perform a detailed compare. a) Select the row on the results table and choose DIMA → Start Detailed Compare. b) Choose the Refresh pushbutton, and then select the red status light. c) Scroll to the right on the revised results row and click the checkbox for the messages. It should say ZZZ does not exist in SAP ERP.

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Figure 174: Explicit Requests for Individual Data

Unit 10 Lesson 3

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Figure 175: Create Request

Unit 10 Lesson 3

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Figure 176: qRFC – Request for Business Adapter Objects

Unit 10 Lesson 3

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Unit 10 Exercise 31

Exercise 31: Create and Start a Request . Business Example As a system administrator, you need to use the DIMA tool set to maintain the data in your systems. Task Create a request that is designed to fix the ERP customer master (adding the ZZZ region). Execute the request to accomplish the fix. 1. Create the request using the information in the following table: Request header Information: Field Value Request Name

CR500GR##

Adapter Object

BUPA_MAIN

Object Class

BUPA

TCRM20

Unit 10 Exercise 31

Exercise 31: Create and Start a Request . Request detail: Field

Value

Table Name

BUT000

Field Name

PARTNER

Incl/Excl

I (Inclusive defined set /array)

Option

EQ (equality)

Low

Your BP Number (0000__ __ __ __ __ __)

2. Open the Request header folder branched to the Request detail. Use the data in the following table: Field

Value

Request Name

CR500GR##

Unit 10 Exercise 31

TCRM20

Exercise 31: Create and Start a Request . Field

Value

Adapter Object

BUPA_MAIN

Object Class

BUPA

3. Start your request. Use the data in the following table: Field

Value

Request Name

CR500GR##

Source System

CRM

Target System

R/3

4. Verify that the information of the ERP customer is updated with the Region ZZZ.

TCRM20

Unit 10 Solution 31

Solution 31: Create and Start a Request . Business Example As a system administrator, you need to use the DIMA tool set to maintain the data in your systems. Task Create a request that is designed to fix the ERP customer master (adding the ZZZ region). Execute the request to accomplish the fix. 1. Create the request using the information in the following table: Request header Information: Field Value Request Name

CR500GR##

Adapter Object

BUPA_MAIN

Object Class

BUPA

Unit 10 Solution 31

TCRM20

Solution 31: Create and Start a Request . Request detail: Field

Value

Table Name

BUT000

Field Name

PARTNER

Incl/Excl

I (Inclusive defined set /array)

Option

EQ (equality)

Low

Your BP Number (0000__ __ __ __ __ __)

a) Choose Architecture and Technology → Middleware → Data Exchange → Synchronization → Define Requests. b) Choose the New Entries pushbutton.

TCRM20

Unit 10 Solution 31

Solution 31: Create and Start a Request . 2. Open the Request header folder branched to the Request detail. Use the data in the following table: Field

Value

Request Name

CR500GR##

Adapter Object

BUPA_MAIN

Object Class

BUPA

a) Choose Save. 3. Start your request. Use the data in the following table: Field

Value

Request Name

CR500GR##

Source System

CRM

Unit 10 Solution 31

TCRM20

Solution 31: Create and Start a Request . Field

Value

Target System

R/3

a) Choose Architecture and Technology → Middleware → Data Exchange → Synchronization → Start Requests. b) Use the entries in the following table: Field

Value

Request Name

CR500GR##

Source Site Name

CRM

Target Site Name

ERP

4. Verify that the information of the ERP customer is updated with the Region ZZZ.

TCRM20

Unit 10 Solution 31

Solution 31: Create and Start a Request . a) Check your customer using the ERP transaction VD03, or choose Architecture and Technology → Middleware → Data Exchange → Synchronization → Monitor Requests to see if the request has been executed.

TCRM20


● Create a Data Integrity Manager instance ● Create a request

TCRM20

Lesson 4: Troubleshooting Errors Lesson Objectives After completing this lesson, you will be able to:

●

Troubleshoot the initial load from SAP ERP to SAP CRM

●

Troubleshoot the delta load from SAP ERP to SAP CRM

●

Troubleshoot the load from SAP CRM to SAP ERP

Unit 10 Lesson 4

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Figure 177: Initial Load for Business Data – Monitoring

Unit 10 Lesson 4

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Figure 178: Load has not been Started

Unit 10 Lesson 4

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Figure 179: Load has been Aborted

Unit 10 Lesson 4

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Figure 180: Load is Running

Unit 10 Lesson 4

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Figure 181: BDoc Error

Unit 10 Lesson 4

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Figure 182: Data is not Complete

Unit 10 Lesson 4

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Figure 183: Delta Download – Check Customizing

Unit 10 Lesson 4

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Figure 184: Delta Download – Error within SAP ERP

Unit 10 Lesson 4

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Figure 185: Delta Download – Error in SAP CRM (1)

Unit 10 Lesson 4

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Figure 186: Delta Download – Error in SAP CRM (2)

Unit 10 Lesson 4

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Figure 187: No Data Replication to R/3 Site

Unit 10 Lesson 4

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Figure 188: No Data Replication to R/3 Site – Delta Load

Unit 10 Lesson 4

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Figure 189: No Data Transfer

Unit 10 Lesson 4

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Figure 190: No Answer from SAP ERP

Unit 10 Lesson 4

TCRM20


● Troubleshoot the initial load from SAP ERP to SAP CRM ● Troubleshoot the delta load from SAP ERP to SAP CRM ● Troubleshoot the load from SAP CRM to SAP ERP

TCRM20 Successfully processed BDoc messages appear in ___________ light. Choose the correct answer.

A. yellow B. green C. red

Unit 10

TCRM20 Successfully processed BDoc messages appear in ___________ light.

B. green

Unit 10

TCRM20

Unit 10


"Even if the BDoc processes without any error, it will still display the result."

TCRM20

Unit 10


"Even if the BDoc processes without any error, it will still display the result." False

TCRM20

Unit 10

BDocs in the error status should be marked __________ to avoid reprocessing, which might lead to inconsistencies. Choose the correct answer.

A. reprocess B. deleted C. deleted by saving its ID

TCRM20

Unit 10

BDocs in the error status should be marked __________ to avoid reprocessing, which might lead to inconsistencies.

B. deleted

TCRM20

Unit 10


"The inbound scheduler is configured based on queue names."

TCRM20

Unit 10


"The inbound scheduler is configured based on queue names." True

TCRM20

Unit 10


"You are not required to configure the inbound scheduler even if a new queue is used."

TCRM20

Unit 10


"You are not required to configure the inbound scheduler even if a new queue is used." False

TCRM20

Unit 10


"If a service returns an error code Exx, it means an error has occurred."

TCRM20

Unit 10


"If a service returns an error code Exx, it means an error has occurred." True

TCRM20

Unit 10


"If no specific error action has been assigned to a message, you should manually assign a specific action to start."

TCRM20

Unit 10


"If no specific error action has been assigned to a message, you should manually assign a specific action to start." False

TCRM20

Unit 10


"The Data Integrity Manager tool is used to repair inconsistent Customizing settings between SAP CRM and the SAP ERP back-end systems. "

TCRM20

Unit 10


"The Data Integrity Manager tool is used to repair inconsistent Customizing settings between SAP CRM and the SAP ERP back-end systems. " True

TCRM20

Unit 10

Which compare is used to compare all the data of an object instance found in both the SAP CRM database and the SAP ERP back-end database? Choose the correct answer.

A. Header B. Detailed

TCRM20

Unit 10

Which compare is used to compare all the data of an object instance found in both the SAP CRM database and the SAP ERP back-end database?

B. Detailed

TCRM20

Unit 10


"Requests cannot be scheduled using background jobs."

TCRM20

Unit 10


"Requests cannot be scheduled using background jobs." False

TCRM20 What transaction is used to start the request monitor? Choose the correct answer.

A. R3AM1 B. R3AR3

Unit 10

TCRM20 What transaction is used to start the request monitor?

B. R3AR3

Unit 10

TCRM20

Unit 10

Which logic is used when the filter condition on the same field of the same table are combined? Choose the correct answer.

A. OR B. AND C. IF D. THEN

TCRM20

Unit 10

Which logic is used when the filter condition on the same field of the same table are combined?

A. OR

TCRM20

Unit 10


"If you want to completely deactivate an event, you need to do that manually."

TCRM20

Unit 10


"If you want to completely deactivate an event, you need to do that manually." True

Unit 11: Data Exchange with 3rd Party Backend Lesson 1: Exchanging Data with Third Party Back-End Systems

TCRM20

Unit 11 Lesson 1

Lesson 1: Exchanging Data with Third Party Back-End Systems Lesson Objectives After completing this lesson, you will be able to:

●

Analyze the XIF adapter

TCRM20

Unit 11 Lesson 1

The features of the XIF adapter are as follows: ● It can be used for initial load of data objects and continuous data exchange of data objects in real time.

● It works bilaterally. This means that business objects (data) can be exchanged between the SAP CRM system and external systems.

● It uses the two standard formats, Extensible Markup Language / Simple Object

Access Protocol (XML/SOAP) and Application Linking and Enabling / Intermediate Document (ALE/IDoc).

● It is extensible without modifying the program code.

TCRM20

Figure 191: Overview of Back-End Integration with the XIF Adapter

Unit 11 Lesson 1

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Figure 192: XIF Adapter – Exchanged Business Objects

Unit 11 Lesson 1

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Figure 193: XIF Adapter – Overview

Unit 11 Lesson 1

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Figure 194: XIF Adapter – Outbound and Inbound Transactions

Unit 11 Lesson 1

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Figure 195: XIF Adapter – SOAP/XML

Unit 11 Lesson 1

TCRM20

Figure 196: XIF Adapter – IDoc

Unit 11 Lesson 1

TCRM20

Unit 11 Lesson 1

When using IDocs for outbound processing, the following settings must be made: ● Create a Remote Function Call (RFC) destination Transaction SM59: TCP/IP connection

● Create a logical system Transaction SALE: For example, the logical system XIF-SYSTEM

● Create a receiver port Transaction WE21: Transactional RFC or file

● Create a partner profile Transaction WE20: Partner type LS with created logical system, maintain message type for outbound parameters

● Enter outbound parameters

TCRM20

Unit 11 Lesson 1

When using IDocs for outbound processing, the following settings must be made: Transaction WE20: For example, transfer IDocs at once, basis type CRMXIF_*_SAVE_M01, message type CRMXIF_*_SAVE_M, receiver port as maintained

● Create a site Transaction SMOEAC: Site with the site type External Interface for IDocs with maintained partner profile

● Maintain subscription for publications Transaction SMOEAC: Object type Subscription, assign maintained site to subscription

● Assign maintained site to interface type Transaction CRMXIF_C1: Maintain BDoc type and interface type (CRMXIF_*_SAVE) for the new site

TCRM20

Unit 11 Lesson 1

When using XML files for outbound processing, the following settings must be made: ● Create an HTTP destination Transaction SM59: HTTP connections to external systems

● Create a site Transaction SMOEAC: Site with site type External Interface for XML and assign HTTP destination

● Maintain subscriptions for publications Transaction SMOAC: Object type Subscription, assign maintain site to subscription

● Assign maintained site to interface type Transaction CRMXIF_C1: Maintain BDoc Type and Interface Type (CRMXIF_*_SAVE) for the new site

Unit 11 Lesson 1

TCRM20

When using ALE/IDoc or SOAP/XML for inbound processing, the following settings must be made: ● Customizing IDoc inbound - Create a logical system by choosing SALE → Prepare Sender and Receiver Systems → Set up Logical Systems → Name Logical System.

- Create a partner profile using transaction WE20 (Partner Type LS). - Enter a suitable message type CRMXIF_*_SAVE_M (CRMXIF_*_SAVE_S) in the inbound parameters.

● Customizing XML inbound - No Customizing is required in the SAP CRM system for receiving XML documents.

- SAP CRM HTTP port setting is done by using transaction SMICM and choosing Goto → Services.

TCRM20

Unit 11 Exercise 32

Exercise 32: Analyze the XIF Adapter . Business Example During outbound processing, possible external receivers for mBDoc are determined within the CRM Middleware, and are transferred to the XIF adapter together with the mBDoc. The data in the mBDoc is converted in the XIF adapter into an IDoc, which can be sent to external receivers. Examine the Customizing options for the XIF adapter (IDocs), create a site for the XIF adapter (IDocs) for outbound processing, and analyze the message flow of the XIF adapter. Task 1 Examine the Customizing options for the XIF adapter (IDocs). Review and answer the following questions. Some of the steps described may not be necessary depending on the transfer protocol used (tRFC or File Transfer). 1. Is a logical system name created that can be used in the ALE model as receiver system?

TCRM20

Unit 11 Exercise 32

Exercise 32: Analyze the XIF Adapter . 2. Is a TCP/IP RFC destination created in the receiver system (transaction SM59)? 3. Is a receiver port defined? Where are the IDocs written? 4. Optional: If you want to know to which physical path the logical path is assigned, select the entry EDI_GLOBAL_PATH in the table on the right-hand side and choose the Assignment of Physical Paths to Logical Paths node in the dialog tree on the lefthand side. 5. Is a partner profile created? 6. Are outbound parameters defined? Task 2 Create a site of the External Interface for IDocs type. 1. Start the administration console and create a new site with the name CR500-##.

TCRM20

Unit 11 Exercise 32

Exercise 32: Analyze the XIF Adapter . 2. Assign the subscription All Business Partners (MESG) to the new site. Task 3 1. Assign the site to an interface type. Task 4 1. Change the P.O. Box number in the address data of your business partner ##XChange Corp. in the SAP CRM system. Task 5 1. Check the receivers of the messaging Bdoc. Task 6

TCRM20

Exercise 32: Analyze the XIF Adapter . 1. Check the created IDoc.

Unit 11 Exercise 32

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . Business Example During outbound processing, possible external receivers for mBDoc are determined within the CRM Middleware, and are transferred to the XIF adapter together with the mBDoc. The data in the mBDoc is converted in the XIF adapter into an IDoc, which can be sent to external receivers. Examine the Customizing options for the XIF adapter (IDocs), create a site for the XIF adapter (IDocs) for outbound processing, and analyze the message flow of the XIF adapter. Task 1 Examine the Customizing options for the XIF adapter (IDocs). Review and answer the following questions. Some of the steps described may not be necessary depending on the transfer protocol used (tRFC or File Transfer). 1. Is a logical system name created that can be used in the ALE model as receiver system?

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . a) Execute transaction SALE. b) To view the logical system name, choose IDoc Interface/Application Link Enabling (ALE) → Basic Settings → Logical Systems → Define Logical System (transaction BD54). c) Look for the entry XIF_SYSTEM. 2. Is a TCP/IP RFC destination created in the receiver system (transaction SM59)? a) Execute transaction SM59. b) Open TCP/IP connections. There is no RFC destination defined because in our example, the IDoc is written to a file and not sent through tRFC. 3. Is a receiver port defined? Where are the IDocs written?

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . a) To view the receiver port, execute transaction WE21. Receiver ports can be defined for transactional RFCs or files. In our example, the IDoc is written to a file. b) Open the File node in the navigation tree on the left-hand side. Double-click XIFPort. c) On the right-hand side, you find detailed information about the receiver port. The IDocs are written to the logical path EDI_GLOBAL_PATH. 4. Optional: If you want to know to which physical path the logical path is assigned, select the entry EDI_GLOBAL_PATH in the table on the right-hand side and choose the Assignment of Physical Paths to Logical Paths node in the dialog tree on the lefthand side. a) Choose the Position pushbutton.

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . b) On the Another entry screen, choose EDI_GLOBAL_PATH as the Logical path and choose Enter. c) Open the Syntax Group Definition node in the navigation tree on the left-hand side. d) Choose the Position pushbutton and select Windows NT as the syntax group. e) Choose Back and choose EDI_GLOBAL_PATH as the logical path. f) Double-click Assignment of Physical Paths to Logical Paths in the dialog tree on the left-hand side. g) Double-click the syntax group Windows NT, or choose / (DIR_GLOBAL = /user/sap//SYS/global). 5. Is a partner profile created?

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . a) To view the partner profile, execute transaction WE20. b) Open the Partner Type LS (Logical System) node in the navigation tree on the left-hand side. c) Double-click XIF-SYSTEM. On the right-hand side, you find detailed information about the partner profiles (inbound and outbound) of the logical system XIFSYSTEM. 6. Are outbound parameters defined? a) Double-click the message type CRMXIF_PARTNER_SAVE_M in the outbound profile of the logical system XIF-SYSTEM. b) You find the receiver port XIF-PORT and the IDoc type CRMXIF_PARTNER_SAVE_M01 on the Outbound Options tab page. So, for logical system XIF-SYSTEM, outbound parameters are defined.

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . Task 2 Create a site of the External Interface for IDocs type. 1. Start the administration console and create a new site with the name CR500-##. a) Execute transaction SMOEAC. b) To create a new site, choose Sites as the object type and choose the Create Object pushbutton (F6). c) Enter the name CR500-## and a description, and choose the site Type as External Interface for IDocs. d) For site attributes, choose the Site Attributes pushbutton and select EDI partner number as XIF-SYSTEM and EDI partner type as LS. e) Save your site.

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . 2. Assign the subscription All Business Partners (MESG) to the new site. a) Choose Display → Change and choose the Assign pushbutton on the Subscriptions tab page (only visible in change mode: F9). b) Select subscription All Business Partners (MESG). c) Save your subscription. Task 3 1. Assign the site to an interface type. a) Display the Display View “Assign Site and BDoc Type to Interface Types”: Overview screen using transaction CRMXIF_C1. b) Choose Display → Change and then choose the New Entries pushbutton.

Unit 11 Solution 32

TCRM20

Solution 32: Analyze the XIF Adapter . c) Enter the following information: Field

Value

Site Name

CR500-##

BDoc Type

BUPA_MAIN

Interface Type

CRMXIF_PARTNER_SAVE

Site Type

XIF_IDOC

d) Save your changes. Task 4 1. Change the P.O. Box number in the address data of your business partner ##XChange Corp. in the SAP CRM system.

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . a) Execute transaction BP. b) On the Find tab page, choose the Start pushbutton. c) On the Change Organization: 100291 screen, choose the PO Box field and then choose Display → Change . Enter 123 in the PO Box field. d) Save your changes. Task 5 1. Check the receivers of the messaging Bdoc. a) Execute transaction SMW01. Alternatively, choose Middleware → Monitoring → Message Flow → Display Bdoc Messages.

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . b) On the Display BDoc Messages screen, choose the Execute pushbutton and identify the BDoc with your business partner’s data. c) On the Display BDoc Messages screen, under BDoc Message Instance, enter BUPA_MAIN in the BDoc Type (Generation Name) field. d) Choose the Execute pushbutton. Select an error status and choose the Receivers pushbutton. e) View the error messages for the error status. You will find a new receiver of site type XIF_IDOC. Task 6 1. Check the created IDoc. a) Execute transaction BD87.

TCRM20

Unit 11 Solution 32

Solution 32: Analyze the XIF Adapter . b) On the IDoc Number (1) screen, enter 30 in IDoc Status and choose Enter. c) On the Select IDocs screen, enter 30 as Status and choose Enter. d) Double-click CRMXIF_PARTNER_SAVE_M in the Message Type field. e) Choose the Execute pushbutton and choose Message Type is equal to CRMXIF_PARTNER_SAVE_M in the dialog tree on the left-hand side. f) Choose Display IDocs to analyze the IDoc further.

TCRM20


● Analyze the XIF adapter

TCRM20

Unit 11


"An IDoc transfer is quicker in comparison to an XML document because the IDoc document contains no metadata information. "

TCRM20

Unit 11


"An IDoc transfer is quicker in comparison to an XML document because the IDoc document contains no metadata information. " False

TCRM20

Unit 11


"In inbound transactions, incoming messages in XML or IDoc format are received by the External Interface adapter through the web services SOAP or ALE. "

TCRM20

Unit 11


"In inbound transactions, incoming messages in XML or IDoc format are received by the External Interface adapter through the web services SOAP or ALE. " True

TCRM20

Unit 11


"The External Interface adapter provides services in the CRM server messaging flow. "

TCRM20

Unit 11


"The External Interface adapter provides services in the CRM server messaging flow. " True

TCRM20

Unit 11

Which of the following transactions is used to define a Remote Function Call destination for outbound processing? Choose the correct answer.

A. Transaction SM59: TCP/IP connection B. Transaction SM59: HTTP connections to external systems C. Transaction WE21: Transactional RFC or file

TCRM20

Unit 11

Which of the following transactions is used to define a Remote Function Call destination for outbound processing?

A. Transaction SM59: TCP/IP connection

Unit 12: Data Exchange with BW Systems Lesson 1: Exchanging Data with SAP NetWeaver BW Systems

TCRM20

Unit 12 Lesson 1

Lesson 1: Exchanging Data with SAP NetWeaver BW Systems Lesson Objectives After completing this lesson, you will be able to:

●

Exchange data with SAP NetWeaver BW systems

TCRM20

Figure 197: Landscape for Delta Extraction

Unit 12 Lesson 1

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Figure 198: SAP CRM Extraction Framework – Delta Processing

Unit 12 Lesson 1

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Figure 199: BW Adapter – Basic Function

Unit 12 Lesson 1

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Figure 200: BW Adapter as a Part of the Messaging Flow

Unit 12 Lesson 1

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Figure 201: BW Adapter and its Metadata

Unit 12 Lesson 1

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Figure 202: SAP NetWeaver BW Delta Queue Versus the Outbound Queue

Unit 12 Lesson 1

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Figure 203: Basic Project Tasks and Responsibilities

Unit 12 Lesson 1

TCRM20

Unit 12 Exercise 33

Exercise 33: Analyze the SAP NetWeaver BW Adapter . Business Example Your company is using SAP NetWeaver BW for CRM reporting. You have been asked to help the SAP NetWeaver BW team to extract data. Because some of the data sources for SAP NetWeaver BW from SAP CRM use the BW Adapter rather than simple table or view reads, you need to better understand the functions of this adapter as a part of CRM Middleware. Examine the functional purpose of the BW Adapter, review the metadata of the BW Adapter, and analyze the difference between transactions RSA7 and SMQ1. Task 1 In the SAP CRM system, verify that the SAP NetWeaver BW team has installed business content related to activities, and that the metadata for the BW Adapter for the data source 0CRM_SALES_ACT_1 is active.

TCRM20

Unit 12 Exercise 33

Exercise 33: Analyze the SAP NetWeaver BW Adapter . 1. Verify that the metadata for the BW Adapter for the data source 0CRM_SALES_ACT_1 is active. Task 2 1. Review the mapping logic from the fields on the BDoc to the fields required by the SAP NetWeaver BW team as a part the SAP NetWeaver BW data source 0CRM_SALES_ACT_1. Task 3 Review the data in the outbound queue. Use the SAP NetWeaver BW-specific transaction RSA7 to do so. 1. Review the data in the outbound queue.

TCRM20

Unit 12 Solution 33

Solution 33: Analyze the SAP NetWeaver BW Adapter . Business Example Your company is using SAP NetWeaver BW for CRM reporting. You have been asked to help the SAP NetWeaver BW team to extract data. Because some of the data sources for SAP NetWeaver BW from SAP CRM use the BW Adapter rather than simple table or view reads, you need to better understand the functions of this adapter as a part of CRM Middleware. Examine the functional purpose of the BW Adapter, review the metadata of the BW Adapter, and analyze the difference between transactions RSA7 and SMQ1. Task 1 In the SAP CRM system, verify that the SAP NetWeaver BW team has installed business content related to activities, and that the metadata for the BW Adapter for the data source 0CRM_SALES_ACT_1 is active.

TCRM20

Unit 12 Solution 33

Solution 33: Analyze the SAP NetWeaver BW Adapter . 1. Verify that the metadata for the BW Adapter for the data source 0CRM_SALES_ACT_1 is active. a) Execute transaction BWA5. b) On the BW Adapter: Version Management: Metadata screen, locate 0CRM_SALES_ACT_1 in the table. Verify that its Active checkbox is checked. Task 2 1. Review the mapping logic from the fields on the BDoc to the fields required by the SAP NetWeaver BW team as a part the SAP NetWeaver BW data source 0CRM_SALES_ACT_1. a) Execute transaction BWA1.

TCRM20

Unit 12 Solution 33

Solution 33: Analyze the SAP NetWeaver BW Adapter . b) On the BW Adapter: Maintain DataSource screen, enter 0CRM_SALES_ACT_1 in the DataSource field and choose the Display pushbutton. c) On the MetaData tab page, check if BUS_TRANSACTION_MESSAGE is in the BDoc field. d) On the Mapping tab page, analyze the mapping of BDoc to the extract structure field. Task 3 Review the data in the outbound queue. Use the SAP NetWeaver BW-specific transaction RSA7 to do so. 1. Review the data in the outbound queue. a) Execute transaction RSA7.

TCRM20

Unit 12 Solution 33

Solution 33: Analyze the SAP NetWeaver BW Adapter . b) On the BW Delta Queue Maintenance screen, choose 0CRM_SALES_ACT_1 from the table and choose the Display data entries pushbutton. c) On the Display data entries screen, choose the Execute pushbutton and review the outbound queue. d) Optional: Execute transaction SMQ1. On the qRFC Monitor (Outbound Queue) screen, choose 0CRM_SALES_ACT_1 in the Queue Name field.

TCRM20


● Exchange data with SAP NetWeaver BW systems

TCRM20

Unit 12


"As concerns the outbound queue, the main difference between SAP ERP and SAP NetWeaver BW is that the queue demon does not process the SAP NetWeaver BW queues automatically."

TCRM20

Unit 12


"As concerns the outbound queue, the main difference between SAP ERP and SAP NetWeaver BW is that the queue demon does not process the SAP NetWeaver BW queues automatically." True

TCRM20 In the case of SAP CRM, what does the business content consist of for BDoc mapping? Choose the correct answer.

A. SAP NetWeaver BW queries B. Cubes C. Data sources D. The BW Adapter objects

Unit 12

TCRM20 In the case of SAP CRM, what does the business content consist of for BDoc mapping?

D. The BW Adapter objects

Unit 12

Tcrm20 1 en Col10 Ilt Fv a4 Show

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