Din cr100

2.
BP
Check transfer between CRM and ERP
...in CRM
SAP Menu Master Data Business Partners Administration
Monitoring BP Data Exchange
SAP Menu Master Data Business Partners Maintain Business
Partner
... in ERP
SAP Menu Logistics Sales and Distribution Master Data
Business Partners Customers Display Sales and Distribution (on
Customer master ->general data->I dentification tab),

Check/Modify address
SAP menu Master Data Business Partners Maintain Business
Partner

3. Org str
Det rule
You want to create an organizational model determination rule that uses the
organizational attributes Postal Code and Country. Use the IMG
documentation for maintaining determination rules to check whether there is
a suitable determination rule that you could use as a template. Use
ORGATTR## as an object abbreviation for the new determination rule and
Determination Rule ## as a description (object name).
SAP Menu Architecture and Technology Configuration
Customizing
Choose SAP Reference IMG.
SAP Reference I MG Customer Relationship Management Master
Data Organizational Management Organizational Data
Determination Change Rules and Profiles Maintain Determination
Rules

Profile
SAP Reference I MG Customer Relationship Management Master
Data Organizational Management Organizational Data
Determination Change Rules and Profiles Maintain Organizational
Data Profile
4 Produtcs

Which product types exist in CRM?
In CRM, there are six technically different product types.
Materials physical products, used in different scenarios (for example, Sales
and Service)
Services for example, services used in the service scenario
Financing and Financial Service used, for example, in banking and the
insurance sector (leasings)
Warranties used in the Service scenario
IPs (Intellectual Properties) - media-specific product type

Enhance your product master in SAP CRM. A number of steps are necessary for
this. They should be performed in the following order:
2-3-1 First, create two new attributes.
SAP Menu Master Data Products Maintain Set Types and
Attributes
Attribute: ZTOOL##
Choose Create.
Description: Tool
required ##
Attribute Type: Checkbox
Choose the Value Range tab.
Fixed Value, Description: No, Yes.
Choose Save and Back.

Attribute: ZTOOL1##
Choose Create.
Description: Tool
##
Attribute Type: Character
string
Attribute Length: 10
Multiple values are possible: Checkmark
Choose the Value Range tab.
Single Value or Lower Limit: Multimeter or pliers
Fixed Value, Description: Multimeter or
pliers
Choose Save and Back.
2-3-2 Create a set type ZREPAIR## (Repair characteristics ##) for
Services and assign to it the attributes you created in the previous
exercise.
Make sure you set the Multiple Values Poss. indicator for the attribute
ZTOOL1.
Attributes
Set Type:
ZREPAIR##
Choose Create.
Description: Repair
characteristics ##
Product Type: Service
(checkmark)
Choose the Assigned Attributes tab.
Attribute: ZTOOL##
Attribute: ZTOOL1 ##
and set the Multiple Values Poss. indicator.
Save the set type.
2-3-3 Create a category hierarchy ##HIER (Hierarchy group ##) and two
categories.
SAP Menu Master Data Products Maintain Categories and
Hierarchies
Choose New Hierarchies...
Hierarchy ID: ##HIER
Description:
Hierarchy Group ##
Choose ENTER.
Select New Category.
Category ID: ROOT
Description:
Dummy entry ##
Choose ENTER.
Select New Category.
Category ID: ##REPAIR
Description: Repair
of group ##
Product Type: Service
Select the Set Types tab.
Choose Add set type ( ) and select your set type ZREPAIR##. In the View
ID field, enter BASIC (General).
Save your data.
2-3-4 Go to product maintenance and change your product by entering and
saving the relevant hierarchy and category in product categories in
General Data.
After you have released the data (ENTER), the new fields become
visible. Use the search help (F4) to maintain values and save the
product.

2-4 Templates on the product master.
2-4-1 Display the set type ZTREPAIR. Apart from the assigned attributes,
what differentiates this set type from the one you created in the
previous exercise?
Attributes
Set Type:
ZTREPAIR
Choose Display.
In the characteristics, the indicator Template Enabled is set.
2-4-2 Go to Customizing and call Maintain Mini-Templates (for products).
SAP Implementation Guide Cross-Application Components
SAP Product Templates Maintain Mini-Templates
Display the mini-template CR100 (repair characteristics).
Find:
Product templates
By: Template
type
ID/Description: *REP*
Choose Start.
Expand the first entry set type and double-click the template below it.
You should see two attributes containing default values (Trade test
and Drivers license category).
You should see two attributes containing default values (Trade test and
Drivers license category).
2-4-3 Display the category ZTSERVICE_01 of the product hierarchy
ZT_HIER. Apart from the assigned set types, what else can you see?
SAP Menu Master Data Products Maintain Categories and
Hierarchies
In the field Template (on the right beside the field Set type), you see
the value CR100.
2-4-4 Now assign category ZTSERVICE_01 of the product hierarchy
ZT_HIER to your product master.
What do you notice?
SAP Menu Master Data Products Maintain Products
If necessary, find and open your product master (for example, using Locator
Worklist)
Select: the General view
In the product category area, enter the hierarchy ID ZT_HIER and then select
the category ZTSERVICE_01 in the Category ID field.
Choose ENTER.
After a few seconds you see two new fields in the product master, this time
containing the default values from the template.

5 Transaction processing
Text

Text objects and text types are defined in Customizing: SAP Implementation Guide Customer
Relationship Management Basic Functions Text Management Define Text Objects and Text
Types.
Text determination procedures and access sequences are also defined in Customizing: SAP
Implementation Guide Customer Relationship Management Basic Functions Text
Management Define Text Determination Procedure.

Status

You can define a status profile in Customizing: SAP Implementation Guide Customer Relationship
Management Transactions Basic Settings Status Management.
The impact of a system status to a business transaction can be displayed using transaction BS23.

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

Recap

You would like to create a new sales transaction type ZA## (##Quotation) in Customizing
SAP Implementation Guide Customer Relationship Management
Transactions Basic Settings Define Transaction Types

In order to use the new transaction type, it is necessary to maintain item category
determination. If you are entering a sales item, you do not use your own item
category, but rather the SAP standard item category for a quotation item.
1-4-1 In Customizing, set up the item category determination.
SAP Implementation Guide Customer Relationship
Management Transactions Basic Settings Define Item
Category Determination
1-4-2 Search (using Position) for Trans. type AG and Item Cat.Group NORM
(Standard item). Select the line and choose Copy as.
1-4-3 Replace transaction type AG with your new transaction type ZA##.
1-4-4 Save your entries.
Questionnaires
Transactions Settings for Activities Questionnaires.

Recap
Maintain goal
SAP Implementation Guide Customer Relationship Management Transactions
Settings for Activities Maintain Categories, Goals and Priorities Maintain Goals

Define tnx
SAP Implementation Guide Customer Relationship Management Transactions Basic
Settings Define Transaction Types

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

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

7 business partner processing

Def partner function
* SAP Implementation Guide Customer Relationship Management Basic Functions Partner
Processing Define Partner Functions.

Def partner determination procedure
SAP Implementation Guide Customer Relationship Management Basic Functions Partner
Processing Define Partner Determination Procedure

Def access sequence
SAP Implementation Guide Customer Relationship Management Basic Functions Partner
Processing Define Access Sequences

Partner fct and partner roles r3 vs CRM

In Customizing (Customer Relationship Management Basic Functions Partner Processing Data
Transfer Distribution of Partner Functions from SAP ECC into CRM), you can specify that SAP R/3 sold-
to parties are SAP CRM customers.

In Customizing (Customer Relationship Management Basic Functions Partner Processing Data
Transfer Distribution of Partner Functions from CRM into SAP ECC), you can specify that SAP CRM
customers are SAP R/3 sold-to parties.

Actions

Processing types:
Smartforms
Workflow
Badi

-> smartforms
* Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters, and e-mail)
* Form CRM_LEAD_PRINT (suitable for faxes, letters, and e-mail)
* Form CRM_ORDER_SERVICE (suitable for faxes, letters, and e-mail)

->
Methods are Business Add-In (BAdI) implementations. You can define your own BAdI implementation
to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF is the relevant BAdI.)

Examples for standard methods include the following:
COPY_DOCUMENT (create a follow-up document)
COMPLETE_DOCUMENT (set status completed within document)
CREDIT_MEMO (create credit memo item)
REPAIR_ITEM (create a repair item)
1O_EVENT_CREATE (create a workflow event)

Exercises
1-1-2 Display all the actions that the system found for this quotation.
Go to the Actions tab strip.
What entries are there on the corresponding tab page?
You can see various actions: (Call Customer Again About Offer, ,
Archive outgoing quotation).
Does the list include the action Print Quotation Manually? Now
schedule the action manually.
No, the list does not include this action.
Select Create action ( ) and Print Quotation Manually.
What processing status does this action have?
The action has not yet been processed ( ).

Trigger processing of the Print Quotation Manually action.
1-2-1 Can you execute the action directly from transaction processing?
Select the Execute action ( ).
No, the action cannot be executed in dialog mode.
1-2-2 Call the action monitor and use the parameter action definition =
QUOTATION_PRINT, action status = 0, processing time = 1
Processing using selection report.

If you want to select the action that was found in the
customer order you created, enter the <*transaction
number> in the application key field.
You can also work without this selection parameter and sort
or filter to find the creator in the list that appears.

Now process your commitment to finance using the action monitor.
Select the entry for the transaction you created (via the transaction number in
the application key column) and click on Process ( ). This changes the
status of the action to Processed successfully.

1-3 Use Customizing to analyze how automatic determination takes place for the
Print Quotation Manually action.
1-3-1 Which action profile is used by transaction type ZA## (##Quotation)?
Basic Functions Actions Actions in Transaction Assign Action
Profile to the Business Transaction Type
Select the transaction type ZA##. Display the Details.
The action profile is QUOTATION.
1-3-2 Analyze this action profile. At what time is the action processed and the
quotation form output?
Management Basic Functions Actions Actions in
Transaction Change Actions and Conditions Define Action
Profiles and Actions
Select the action profile QUOTATION. Display the details of action
definition QUOTATION_PRINT.
The processing time is Processing using selection report.
1-3-3 Check the details of the action definition to find out why you could not
execute the action from transaction processing.
The indicator Executable in Dialog is not set in the action definitions
details.

2-1 You would like to create an action profile for your ##TradeFairVisits that helps
you create a follow-up activity once the preceding activity is completed.
2-1-1 SAP Implementation Guide Customer Relationship Management
Basic Functions Actions Actions in Transaction Create Actions
With Wizard
Enter the data given in the exercise.
2-1-2 Assign the action profile to transaction type ZB## (##TradeFairVisit).
Basic Functions Actions Actions in Transaction Assign Action
Profile to the Business Transaction Type
Go to the details for transaction type ZB## and enter ZACTIONPROFILE##
in the ActionProfile field.

2-2 Test your settings.
2-2-1 Create a new business activity of the type ZB##.
Enter a business partner and a description and go to the Actions tab. Is
the action scheduled yet?
_____________
SAP Menu Activities Maintain Activities
Create an activity of the type ##TradeFairVisit for the activity partner
##Stockmann AG. Maintain any data.
Since the action is not scheduled automatically, the action does not
appear on the Actions tab.
What are your two options for scheduling the action?
Option 1: on the actions tab, click on the Create Action icon ( )
and select the action.
Option 2: in transaction processing, click on the Actions icon ( )
and select the action.

2-3 Next, you want to add a schedule condition to your action. As soon as your
trade fair visit is done (and only then), you want to be able to create a follow-
up activity of the type Sales Call.
2-3-1 Define a schedule condition for your Follow-up Activity Sales Call ##
action. Go to the IMG and start defining the condition.
Management Basic Functions Actions Actions in
Transaction Change Actions and Conditions Define
Conditions
In the upper-left corner, double-click on your action profile.
Click the Schedule Condition tab.
Choose Edit Condition.
Click on the hyperlink to create the condition.
Open your current container object CRM Bus. Activity.
Double-click on User Status.
Click on the operator =.
Use the input help in the Constant field.
Enter status profile CRMACTIV.
Choose status E0003 Complete and press Enter.
Adopt and save the condition.
2-3-2 Test your settings again by creating another trade fair visit.
SAP Menu Activities Maintain Activities
Create an activity of the type ##TradeFairVisit for the activity partner
##Stockmann AG. Maintain any data.
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.
On the Details tab, select the Completed status.
Can you schedule the activity now?
Yes, the action can now be scheduled.

9 pricing

In addition to specific maintenance contexts, there is also general condition maintenance (GCM) in
the SAP CRM system (SAP Menu Master Data Prices and Conditions Maintain Conditions).
Here, you can maintain the conditions that are in condition maintenance groups and were assigned to
the GCM maintenance context.

You can define your own condition maintenance groups in Customizing
SAP Implementation Guide Customer Relationship Management Master Data Conditions
and Condition Technique Condition Technique: Basics Create Maintenance Group

Pricing analysis
Checks pricing for all tnx
* User parameter PRC_TRACE = X needs to be set.
Condition analysis is not available in the People-Centric UI.

Exercises
1-1-2 Check in the transactions item details to see if the system found a customer
discount (0K07).
Click on the Expand data areas icon ( ) to see the item details.
Choose the Conditions tab.
The list of displayed condition types does not include the entry 0K07.
1-1-3 Try entering a customer discount into the transaction manually, with a value
of 5%. Is this possible?
Choose Append Row ( ).
Ctyp: 0K07
Amount: 5
The minus sign (-) and unit (%) are added automatically.
You do not need to save the transaction.
1-1-4 In the future, the customer should receive a customer discount (0K07) of 3%
for transactions of this type. This agreement should last from today until the
end of the year.
Maintain a condition master record in the SAP CRM system accordingly.
SAP Menu Master Data Prices and Conditions Maintain
Conditions
Application: CRM
Maintenance group: BUPADISCOU
Choose (Execute).
In the data area, enter the value 0K07 in the Condition Type (Ctyp) field on
the right and confirm your entry. Enter:
Sales Organization: Sales US
Distribution Channel: 30
Division: 00
Customer: Number of
##Megastore
Amount: 3
Valid-From Date: today
Valid-To Date: End of year
Save your data.

In the future, you want the customer to receive a customer-specific material price of
179.99 EUR per piece for transactions of this type.
Maintain a condition master record in the SAP ERP system accordingly.
SAP Menu Logistics Sales and Distribution Master Data
Conditions Select Using Condition Type Create
Condition Type: PR00
1-3-3 What factors influence the determination of a pricing procedure? Where in the
system are the concrete values of the factors for your business transactions
from the previous exercise?
Determining the pricing procedure can be affected by the following factors:
Sales organization, Distribution channel, Division, Document pricing
procedure and Customer pricing procedure.
The Sales organization, Distribution channel and Division are displayed in
the transaction on the Organization tab page.
The document pricing procedure is assigned to the transaction type.
Architecture and Technology Configuration Customizing
Go to the SAP Reference I MG.
Transactions Basic Settings Define Transaction Types
Select entry ZSAL and click on the Details icon ( ).
In the dialog structure, double-click on Assignment of Business Transaction
Categories.
Select the Sales transaction category and double-click on Customizing header
in the dialog structure.
The document pricing procedure is called CRM (9).
The customer pricing procedure is stored in the sold-to partys master data. It
is located in the sales area data related to this case on the Billing tab page.
1-3-4 Can you make any changes to the two pricing procedures in the SAP CRM
systems Customizing?
Basic Functions Pricing Define Settings for Pricing Create Pricing
Procedure.
Transaction from 1-1:
Yes, changes are possible because the procedure was created in the SAP CRM
system (source: CRM).
Transaction from 1-2:
No, it is not possible to make changes in the SAP CRM system. The pricing
procedure was transferred from the SAP ERP system by Customizing
download (source: R/3).
1-3-5 You want to display the customer-specific material price (which you created
in the ERP system) (condition type PR00) in general condition maintenance.
To do this, set up a separate condition maintenance group ZCMG##
(maintenance group ##) containing the corresponding condition table /
condition type. Use a suitable description.
Specify that this condition maintenance group is in the GCM (general
condition maintenance) context.
Master Data Conditions and Condition Technique Condition
Technique: Basics Create Maintenance Group

1-3-6 In general condition maintenance, check if you can display condition master
records of condition type PR00 in the condition maintenance group ZCMG##.
SAP Menu Master Data Prices and Conditions Maintain
Conditions
Application: CRM
Maintenance group: ZCMG##
Choose Execute.
In the structure area on the left, select the fields Condition Type and Sold-To
Party.
Click on Select records ( )
In the dialog box that then appears, enter the following:
Condition Type: PR00
Sold-To Party: Number of
##Stockmann
Choose Execute.
Condition records are displayed (at least one). However, it is not possible to
change the master record because it was transferred from the ERP system and
was not intended for processing in the SAP CRM system.

10 Billing
Delivery related crm billing SAP note 504730

Exercises
1-1 Relevant Organizational Data for CRM Billing.
1-1-1 Check if one or more billing units exist in the CRM system. Make a note of
the numbers.
Partner
Click on Open BP ( ) and use the Partners by BP Role search help.
BP role: BEA001
(Billing Unit)
Choose ENTER.
Numbers of the billing units:
_________________________________________________________
1-1-2 Check in Customizing which of these billing units was assigned to the sales
organization Sales US.
Master Data Organizational Management Cross-System Assignment
of Organizational Units Assign Billing Units to Sales Organizations
The sales organization Sales US is assigned Billing Unit 33.
1-1-3 Which company code is this billing unit assigned to?
Master Data Organizational Management Cross-System Assignment
of Organizational Units Assign Company Codes to Billing Units
Billing unit 33 is assigned Company Code 3000.

1-2-2 Check whether your created order was transferred to SAP ERP.
Go to the transactions change mode. As soon as you are there, you will see in
the document flow that there is a replicated sales document.
Switch back to display mode.
1-2-3 Go to the SAPERP system and deliver your order.
Make a note of the delivery number.
SAP menu Logistics Sales and Distribution Sales Order
Display +Deliver
1-2-4 Can you find an entry for your process in the billing due list after carrying out
the delivery? If not, why?
__________________________________________________
SAP menu Sales Billing Maintain Billing Due List
In the creation data, enter the value CRM-## as the user and select
Maintain ( )
There is no entry for your process because goods issue has not
been posted yet.
1-2-5 Carry out picking and posting goods issue in the SAP ERP system for your
process.
SAP Easy Access Menu Logistics Sales and Distribution Shipping
and Transportation Outbound Delivery Change Single Document
Enter your outbound delivery number, confirm your entry by choosing
ENTER and select Follow-on Functions Create Transport
Request.
Enter Background in the Foreground/Backgrnd field. In the Adopt
pick. quantity field, select parameter 2 (to book goods issue
immediately).
1-2-6 Open the billing due list billing in the CRM system again and check again if
you can find your transaction within this list.
SAP menu Sales Billing Maintain Billing Due List
Now there will be an entry with your delivery number.

1-2-8 Billing created in CRM. Are accounting documents generated in the SAP ERP
system?
Yes, because the Do not Transfer option is not selected in billing type
F2.
SAP menu Sales Billing Maintain Billing Documents
Go to the created billing document and choose Display Document flow.
In the document flow ( ), you can go to the created Accounting
documents ( ).
1-3 Check the relevant Customizing for CRM Billing.
1-3-1 Check the Billing-relevance indicator for the item category ZSAL (which
was determined in your transaction).
______________
Billing Define Billing Relevance of Transaction I tem Categories
Go to item category ZSAL.
Billing relevance: Delivery-Related CRM Billing
1-3-2 Check out which item category for billing is assigned to your source process
category LF (Delivery) in SAP ERP and source item category ZSAL.
I MG: SAP Implementation Guide Customer Relationship Management
Billing I tem Category Determination Assign I tem Categories
Choose CRMB (CRM Billing).
Go to the line with Source Process Category LF and Source Item Category
ZSAL.
Billing item category ZDEL is assigned.
1-3-3 Take a look at the details for this item category. What billing type is used by
default? Do billing due list items need to be released before they can be
billed?
I MG: SAP Implementation Guide Customer Relationship Management
Billing Define I tem Categories
Select CRMB (CRM Billing).
Take a look at the details for item category ZDEL ( ).
The billing type Invoice (F2) is stored as the default value.
The billing block indicator is not set; in other words, invoices do not have to
be released.

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

ERP to CRM
To start the initial load, using Transaction R3AS (SAP menu Architecture and Technology
Middleware Date Exchange Initial Load Start)

The Administration Console essentially specifies which data from the CRM system is to be
distributed to other systems.
To display the RFC destination, use Transaction /nsm59

Take a look at the BDoc message that was generated during this data exchange.
Use Transaction /nsmw01 or SAP menu Architecture and Technology Middleware
Monitoring Message Flow Display BDoc Messages
Select the *business partner number using the queue name for example.
To do this, you need to display additional selection

1-1 Familiarize yourself with the Administration Console. The Administration
Console essentially specifies which data from the CRM system is to be
distributed to other systems.
1-1-1 Start the Administration Console.
SAP menu Architecture and Technology Middleware
Administration Administration Console
1-1-2 Display the details for the Site object.
Display the details for the SAP R/3 site.
Choose the Site object type and then Display object ( )
Double-click on the R/3 node.
Choose Site attributes.
What is the RFC destination of the site and what is the logical system?
The RFC destination is DII_800 and the logical system is T90CLNT090.
1-1-3 Take a closer look at the RFC destination and perform a test to find out
which system is being addressed.

To display the RFC destination, use Transaction /nsm59
(ABAP connections).
Find the corresponding destination and test this by carrying
out a (test) remote login.
Call transaction /nsm59 and choose the ABAP connection DII_800.
Choose the Remote Login pushbutton.
A new session is started in the ERP system.
Close the session again.
1-1-4 Examine the existing assigned subscription All Business Partners (MESG).
Double-click either the All Business Partners (MESG) entry in the structure
tree on the left or in the detail area of the R/3 site (Subscriptions tab page).
What is the assigned publication and replication object used?
If you called up the details of the subscription, choose the Publications tab
page. The publication name is All Business Partners (MESG).
Are there criteria values assigned to the subscription?
No. The replication object is of the type simple unfiltered and cannot be
assigned criteria values.

2-1 Familiarize yourself with Object Management. In Object Management, you
specify which data from the ERP system is to be transferred to the CRM system

2-1-1 Take a look at the details for the CUSTOMER_MAIN business adapter
object. Which Business Document (Bdoc) is the adapter object linked
to?
SAP menu Architecture and Technology Middleware Data
Exchange Object Management Business Objects
Select CUSTOMER_MAIN and choose Details ( ).
BDoc link: BUPA_MAIN.
2-1-2 Do filter settings exist that restrict loading of ERP business partner data?
Choose the R/3 source site and the Filter Settings tab.
No filters have been maintained

2-1-3 In the ERP system, create a new (customer) business partner for the account
group Sold-to-party R/3 ---> CRM and check whether this is transferred
successfully to the SAP CRM system.
SAP menu Logistics Sales and Distribution Master Data
Business Partner Customer Create Sales and Distribution
Account group: Sold-to-Party R/3 ---
> CRM
Choose ENTER.
Form of Address:
Company
Name:
##Transfer
Country: DE
Save the master record make a note of the number.
______________
2-1-4 Does the business partner appear in SAP CRM?
Perform a search in Business Partner Processing using the R/3 customer
number. What number does the business partner have in the SAP CRM
system?
Partner
Using the Locator, search for the business partner.
Search:
Organization
By: R/3 customer
number
(Number): Customer
number
2-1-5 Using the same method, take a look now at the details for the Customizing
adapter object ZCR540_##_DO.
Which table does this object refer to? This information is relevant for the next
exercise.
Exchange Object Management Customizing Objects
Select ZCR540_##_DO and choose Details ( ).
Choose the Tables/Structures tab page.
The table is ZCR540_##.

In the following exercise, you make an initial data transfer of Customizing data. To do this,
you use separately defined Customizing tables and adapter objects.
3-1-1 Display the contents of table ZCR540_## in the ERP system.
SAP menu Tools ABAP Workbench Overview Data Browser
Table Name: ZCR540_##.
Choose ENTER followed by Execute ( ).
Which contents are displayed?
49 countries and the relevant continents are shown.
Which tables are displayed?
MANDT, COUNTRY and CONTINENT.
Note the name of one continent.
3-1-2 Display the contents of table ZCR540_## in the SAP CRM system.
Which contents are displayed?
SAP menu Architecture and Technology ABAP Workbench
Overview Data Browser
The relevant table is empty.
3-1-3 Define filter criteria for the data transfer (Customizing adapter object
ZCR540_##_DO).
You want to perform an initial data transfer but restrict the data transfer by
only transferring countries from one continent.
Make sure you enter the filter definition correctly!
Exchange Object Management Customizing Objects
Select ZCR540_##_DO and choose Details ( ).
Choose the Tables/Structures tab page and press the Filter pushbutton (
).
Select the R/3 source site and then press Change ( ).
Enter the following filter settings
Field:
CONTINENT
Operator: Equal to (=
low).
LOW: for example
EUROPE
Save the settings. You will receive a message confirming that these filter
criteria have been changed successfully in the backend system.
3-1-4 Now perform the initial load for your table ZCR540_##.
Exchange I nitial Load Start
Load object:
ZCR540_##_DO
Choose (Execute).
Acknowledge the popup.
3-1-5 Display the contents of table ZCR540_## in the SAP CRM system.
Which contents are displayed now?
SAP menu Architecture and Technology ABAP Workbench
Overview Data Browser
The table now contains some entries with countries from the continent you
entered in the filter criteria.

4-1 In the following exercise you exchange business partner data between the ERP and
SAP CRM systems and, in doing so, cause a deliberate error during data transfer.
Using a suitable monitor, you perform an error analysis and rectify the problem.
4-1-1 In the SAP CRM system, open the business partner ##Stockmann AG in
Change mode.
Partner
Open the business partner ##Stockmann AG and switch to change mode.
4-1-2 Change the customer ##Stockmann AG in the ERP system by entering an
additional region for instance and then save the master record.
SAP menu Logistics Sales and Distribution Master Data
Business Partner Customer Change Sales and Distribution
Customer: Number of
##Stockmann AG
Choose ENTER.
Region: for example,
01
Save your data.
4-1-3 Check that this change is displayed in the SAP CRM system. To do this, exit
the Business Partner transaction and restart it.
Partner
The changes are not displayed.
4-1-4 Take a look at the BDoc message that was generated during this data
exchange.
SAP menu Architecture and Technology Middleware Monitoring
Message Flow Display BDoc Messages
Select the *business partner number using the queue name for example.
Choose Add further selection options ( ).
Queue name: *Number of
business partner
Choose (Execute).
If multiple entries are listed, search for the correct entry using transmission
time and transmission date.
4-1-5 Take a look at the error message. Why does the message have the error status
(E04)?
Select the relevant entry (red traffic light) and choose BDoc Message Error /
Recipient ( ).
One of the messages indicates that the business partner is currently being
processed.
4-1-6 Ensure that the business partner ##Stockmann AG is not being processed in
the CRM system and reprocess the BDoc message. Check that the data has
been processed correctly by, for example, opening the business partner again.
Select your entry and choose Reprocess B Doc Message( ).
The message that follows is very important and in this case you can answer
using Yes.
After reprocessing, the CRM business partner should contain the correct data
and one region only.

Introduction

Sales

1-2 Create a quotation as a follow-up transaction for the opportunity.
1-2-1 Choose Follow-Up Activity in the header area of the opportunity.
From the dropdown list, choose Create Quotation Quotation ( - Order).
On the Item Selection tab page, Transfer the product to the quotation.
Save the quotation and note the transaction number.
Go to the Document Flow tab page. (You have to scroll to the right using the
Next Page icon to display this tab page.)
The opportunity appears as a preceding document in the document flow.

1-2-2 Use the document flow or the status overview to check if the quotation has
been transferred to the ERP system.

Answer: No, quotations that were created in SAP CRM are not transferred to
the ERP system by default. There is only one quotation document listed; there
is no replicated quotation which would indicate it had been transferred to ERP

1-3 Now create an order as a follow-up transaction for the quotation.
1-3-1 Choose Follow-Up Activity in the header area of the quotation.
From the dropdown list, choose Create Order Telesales.
On the Item Selection tab page, Transfer the product to the order.
Save the order and note the transaction number.

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

Answer: Yes, the order created in SAP CRM is transferred as a replicated
document to the ERP system and is available there for further logistical
processing (such as delivery, picking, or goods issue).

I UT 255

1-1-2-1
To create contract select POD, right click ,create contract.
1-1-2-3
Contract just created in I SU.
To see if a connection exists between I SU and CRM the history can be checked
in the third tab page of the sap isu contract.

2-1-2-1
Utility contract items in sap crm do not allow historical changes to the product;
in crm you can exit a contract item for an old product and create a new item with
the new product; this allows you to change billing related contract data (billing
related differences are mapped in sap crm by means of different products)

2-1-2-4
How can you recognize that billing related data in your contract may have
changed?
Use detail button in the contract item to navigate to the contract in sap isu. On
the third tab page different time slices can be seen for the contract.

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