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CRM 5.

0July 2006English

CRM Master andTransaction DataReplication (C03)


SAP AGDietmar-Hopp-Allee 1669190 Walldorf Germany Building Block Configuration Guide

SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

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Exact user entry. These are words or characters that you enter in thesystem exactly as they appear in the documentation.
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Variable user entry. Pointed brackets indicate that you replace thesewords and characters with appropriate entries. S A P A G P a g e 3 o f 5 2

SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Contents
Configuration Guide..................................................................................................................71 Purpose ..............................................................................................................................72 Preparation .........................................................................................................................7.2.1 Prerequisites ...............................................................................................................7.2.2 SAP Notes .................................................................................................................73 Configuration ......................................................................................................................8.3.1 Master Data Replication ECC -> CRM ........................................................................83.1.1 Replicating Business Partners ..............................................................................8.3.1.1.1 General Information ....................................................................................8.3.1.1.1.1 Defining Sources for Business Partner Creation .................................8.3.1.1.1.2 Business Partner Concept ECC <-> CRM ...........................................8.3.1.1.1.3 Defining Number Assignment Strategy for Business Partners .............9.3.1.1.2 Mapping Business Partner Master Data from ECC to CRM ......................11.3.1.1.2.1 Identifying Relevant ECC Account Groups (SAP ECC) .....................12.3.1.1.2.2 Defining Number Ranges for CRM Business Partners (I) (SAP CRM) ........................................................................................................13.3.1.1.2.3 Defining CRM Business Partners Groupings (I) (SAP CRM) .............13.3.1.1.2.4 Creating ECC Reference Customer (SAP ECC) ...............................14.3.1.1.2.5 Assigning Consumer - Reference Customer (SAP ECC) ..................15.3.1.1.2.6 Mapping ECC Account Groups to CRM Classifications (SAP ECC) ..15.3.1.1.3 Mapping Business Partner Master Data from CRM to ECC ......................17.3.1.1.3.1 Defining Number Ranges for CRM Business Partners (II) (SAP CRM) ........................................................................................................18.3.1.1.3.2 Defining CRM Business Partners Groupings (II) (SAP CRM) ............18.3.1.1.3.3 Creating ECC Business Partner

Number Ranges (SAP ECC) ..........19.3.1.1.3.4 Creating ECC Account Groups (SAP ECC) .......................................20.3.1.1.3.5 Defining Partner Functions (SAP ECC) .............................................21.3.1.1.3.6 Mapping CRM Classifications to ECC Account Groups (SAP ECC) .22.3.1.1.4 Synchronizing Field Settings for Business Partners (SAP ECC) ..............23.3.1.1.5 Configuring Field Attributes per Client...................................................... 24.3.1.1.6 Replicating ECC Reference Customer (SAP CRM) ..................................24.3.1.1.7 Maintaining Reference Business Partner for Consumers (SAP CRM) ......25.3.1.1.8 Selecting Customers for Replication (optional) (SAP CRM) .....................26.3.1.1.9 Replicating Customers (SAP CRM) ..........................................................26.3.1.1.10 Monitoring Replication Status (SAP CRM) ..............................................27.3.1.1.11 Checking Business Partners (SAP CRM) ...............................................273.1.2 Replicating Contact Persons ...............................................................................28.3.1.2.1 Replicating Contact Persons (SAP CRM) .................................................28.3.1.2.2 Monitoring Replication Status (SAP CRM) ...............................................29.3.1.2.3 Checking Completeness of Replication (SAP CRM) .................................293.1.3 Replicating Customer Hierarchy (Optional) .........................................................29.3.1.3.1 Replicating Customer Hierarchy (SAP CRM) ............................................30.3.1.3.2 Monitoring Replication Status (SAP CRM) ...............................................30.3.1.3.3 Matching Customer Hierarchy to Business Partner Group (SAP CRM) ....30 S A P A G P a g e 4 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide .3.1.3.4 Activating Delta Load (SAP CRM) ............................................................313.1.4 Replicating Materials ...........................................................................................31.3.1.4.1 Checking Material (SAP ECC) ..................................................................32.3.1.4.2 Defining Item Category Groups ................................................................32.3.1.4.2.1 Checking Item Category Groups (SAP ECC) ....................................32.3.1.4.2.2 Copying Item Category Groups (SAP CRM) ......................................32.3.1.4.3 Selecting Materials for Replication (SAP CRM) ........................................33.3.1.4.4 Replicating Materials (SAP CRM) .............................................................34.3.1.4.5 Monitoring Replication Status (SAP CRM) ...............................................34.3.1.4.6 Checking Materials (SAP CRM) ................................................................343.1.5 Replicating Conditions .........................................................................................35.3.1.5.1 Checking Conditions (SAP ECC) ..............................................................35.3.1.5.2 Replicating Conditions (SAP CRM) ..........................................................35.3.1.5.3 Replicating Specific Conditions .................................................................36.3.1.5.4 Monitoring Replication Status (SAP CRM) ...............................................36.3.1.5.5 Checking Completeness of Replication (SAP CRM) .................................37.3.1.5.6 Displaying Condition Types in Product Conditions (SAP CRM) ................37.3.1.5.7 Checking Pricing Procedures (SAP CRM) ................................................38.3.2 Transaction Data Replication ....................................................................................383.2.1 Replicating Sales Documents .............................................................................38.3.2.1.1 Number Ranges for Sales Documents .....................................................38.3.2.1.1.1 Defining Number Ranges for ECC Sales Documents (SAP ECC) .....39.3.2.1.1.2 Defining Number Ranges for CRM Sales Documents (SAP CRM) ...39.3.2.1.2 Defining Settings for Sales Documents

....................................................40.3.2.1.2.1 Identifying ECC Sales Document Types (SAP ECC) .........................40.3.2.1.2.2 Identifying ECC Item Categories (SAP ECC) ....................................40.3.2.1.2.3 Defining Transaction Types (SAP CRM) ...........................................41.3.2.1.2.4 Defining Item Categories (SAP CRM) ...............................................41.3.2.1.2.5 Defining Item Category Determination (SAP CRM) ...........................41.3.2.1.3 Selecting Sales Documents for Replication (SAP CRM) ..........................42.3.2.1.4 Starting Replication of Sales Documents (SAP CRM) ..............................43.3.2.1.5 Monitoring Replication Status (SAP CRM) ...............................................43.3.3 Tips and Tricks for the Replication Process ..............................................................443.3.1 Object Management............................................................................................44.3.3.1.1 Changing Block Size .................................................................................44.3.3.1.2 Defining Filters for Objects ........................................................................443.3.2 Improving Performance During Replication .........................................................463.3.3 Monitoring and Error Analysis for Replication .....................................................46.3.3.3.1 Monitoring Download Status .....................................................................46.3.3.3.2 General Analysis Steps ............................................................................47.3.3.3.3 Monitoring Outbound Queue .....................................................................47.3.3.3.4 Monitoring Inbound Queue .......................................................................48.3.3.3.5 Analyzing BDOC Messages ......................................................................48 S A P A G P a g e 5 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide .3.3.3.6 Checking Transactional RFC Requests ....................................................49.3.3.3.7 Analyzing ABAP Dumps ...........................................................................493.3.4 Restart Replication ..............................................................................................49.3.3.4.1 Canceling Download of Objects ................................................................50.3.3.4.2 Deleting Outbound Queue ........................................................................51.3.3.4.3 Deleting Inbound Queue ...........................................................................51.3.4 Checking Delta Replication Events ...........................................................................51 S A P A G P a g e 6 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Configuration Guide
1 P u r p o s e
This building block (Configuration Guide) describes the necessary activities to replicatemaster data and transaction data from the ECC system to the CRM system and vice versa.This building block is the prerequisite for the installation of all CRM scenarios delivered bySAP Best Practices. This building block is not required if you run the CRM in a stand-alonemode, that is

without an OLTP back-end system.The replication of the following data from the ECC system to the CRM system is described inthis guide:

Master data

Business partners

Contact persons

Materials

Conditions

Transaction data

Sales documents

2 P r e p a r a t i o n
.2.1Prerequisites
Before starting with the installation of this building block, please see the document Quick Guide to Installing SAP Best Practices for CRM .The configuration of the Building Blocks B09 CRM Customizing Replication and C01 CRM Organizational Model has been completed.

. 2 . 2 S A P

N o t e s

Before you begin the installation and configuration, read the relevant SAP Notes. These SAPNotes contain important information for installation and configuration, and also correctionsconcerning this building block.Make sure that you have the most up-to-date version of SAP Notes. You can find the SAPNotes on the SAP Service Marketplace ( http://service.sap.com/notes ) or in SAPNet. S A P N o t e A r e a T i t l e CRM System 4 3 0 9 8 0 C R M - M W - A D P C R M S e r v e r : A n a l y s i s i n d e l t a d a t a e x c h a n g e R/3 -> CRM S A P A G P a g e 7 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

3 C o n f i g u r a t i o n
.3.1Master Data Replication ECC -> CRM3 . 1 . 1 R e p l i c a t i n g B u s i n e s s P a r t n e r s .3.1.1.1General Information.3.1.1.1.1Defining Sources for Business Partner CreationUse

A business partner can be created and maintained in different classifications and in differentsystems depending on the business scenario. The following table describes the businesspartner usage in the Best Practices scenarios. An entry in the column CRM or ECC indicatesthat this business partner classification is mandatory in this system for a complete walk-through of the scenario. A r e a S a l e s S e r v i c e M a r k e t i n g Classification R e q u i r e d f o r C R M E C C C R M E C C C R M E C C Customer X X X X X Consumer XX Prospectivecustomer X Competitor X

.3.1.1.1.2Business Partner Concept ECC <-> CRMUse


The business partner concepts of the ECC system and the CRM system are different.Therefore you have to define a mapping when exchanging business partners from ECC toCRM and vice versa. a) ECC System

Every business partner has to be assigned to an account group that determinesthe properties of business partners, especially:

Master data fields

Number range

Specific functionality for sales and distribution

There are more than 20 different account groups available in the standarddelivery. b) CRM System S A P A G P a g e 8 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Business partners in the CRM system are grouped by using classifications whichdetermine:

Master data fields

Specific functionality

The number ranges are not directly assigned to the classification. The number range is determined by the so-called grouping. This grouping has to be assignedmanually or automatically when creating a business partner.

There are only 5 different classifications

Consumer: Organization

Consumer: Person

Customer

Prospective customer

Competitor The mapping of business partners has to be defined for both directions: from the ECC systemto the CRM system and vice versa. Thereby you have to:

Map account groups to classifications and make sure that the required fields in bothsystems are identical

Map the number ranges

.3.1.1.1.3Defining Number Assignment Strategy for BusinessPartnersUse


There are two alternatives for mapping the business partner numbers from the OLTP ECC tothe CRM system and vice versa.1 . C h o o s i n g d i f f e r e n t n u m b e r r a n g e s

Description

The business partner IDs of ECC and CRM business partners are notidentical.

There is always an internal assignment table that maps the ECC businesspartner ID to the corresponding CRM business partner to ensure a consistentdata exchange.

Advantage/Disadvantages

(+) The mapping procedure is easy

(+) No problems with duplicate business partner IDs

(-) Identification of the same business partner in OLTP ECC and CRM systemis difficult. The OLTP ECC ID is only available for searching and is not displayedin the master data record.

Procedure

When mapping ECC account groups to CRM business partner groupings andvice versa you choose always internal number assignment in the receivingsystem, i.e. a business partner that is created in ECC gets automatically a new IDduring the replication to the CRM system and vice versa. You can choose thesame or different number ranges for the mapping of account group toclassification. To avoid misunderstandings, i.e. customers with the same ID are S A P A G P a g e 9

o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide not identical, it is recommended to use different number ranges.Example for mapping: C R M S y s t e m O L T P E C C C l a s s i f i c a t i o n F r o m n u m b e r t o number ReplicationdirectionAccountgroupFrom number tonumber C u s t o m e r 1 0 0 0 - 1999Internalnumber range 0 0 0 1 1999Internalnumber range 1 999Internalnumber rangeCustomer 1000-

0 0 0 1 1 999Internalnumber rangeThe first customer created in OLTP ECC gets ID 1 in the OLTP ECC and ID1000 in the CRM system.If the next customer is created in the CRM system he will get the ID 1001 in theCRM system and ID 2 in the OLTP ECC.2 . C h o o s i n g i d e n t i c a l n u m b e r r a n g e s

Description

The business partner IDs of ECC and CRM business partners are identical.

There is always an internal assignment table that maps the ECC businesspartner ID to the corresponding CRM business partner to ensure a consistentdata exchange.

Advantage/Disadvantages

(-) The mapping procedure is complicated.

(-) Duplicate business partner IDs may occur if the mapping is not definedcorrectly.

(+) Identification of the same business partner in OLTP ECC and CRMsystem is easy possible because of using the same ID.

Procedure

There are two ways to guarantee identical number ranges.a ) L e a d i n g s y s t e m a p p r o a c h Define a leading system for business partner maintenance, i.e. businesspartners belonging to the same account group or classification are onlymaintained in the OLTP ECC or in the CRM system exclusively.For example: Customers (account group 0001) are only maintained in theOLTP ECC, consumers (account group 0170) are only maintained in theCRM system.The account group and the mapped classification must have the samenumber range.For the receiving system external number assignment is required.You have to make sure that business partner creation in the receiving systemis prohibited.Example for mapping: C R M S y s t e m O L T P E C C C l a s s i f i c a t i o n F r o m n u m b e r t o number ReplicationdirectionAccountgroupFrom number tonumber C u s t o m e r 1 - 9 9 9 E x t e r n a l number range 0 0 0 range(leading) 1 1 -999Internalnumber

S A P A G P a g e 1 0 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Consumer 1000-ZZZInternalnumber range(leading) 0 1 7 0 1 0 0 0 ZZZExternalnumber rangeb ) S e p a r a t e a c c o u n t g r o u p a p p r o a c h If the leading system approach is not feasible you can ensure identicalnumber ranges by using different account groups.For example: Customers have to be maintained in the ECC system and in theCRM system in parallel. Define one account group (e.g. 0001) for customersthat are created in the ECC system and have to be replicated in the CRMsystem. Define an additional account group (e.g. Z001) for customers thatare created in the CRM system and have to be replicated to the ECC system.Use different number ranges for these account groups and define externalnumber assignment in the receiving system.This approach is not applicable for consumers because there can only beone unique account group for consumers in the ECC system. Therefore youhave to choose the leading system approach to ensure identical numbers for consumers in both systems. C R M S y s t e m O L T P E C C C l a s s i f i c a t i o n F r o m n u m b e r t o number ReplicationdirectionAccountgroupFrom number tonumber C u s t o m e r 1 - 9 9 9 E x t e r n a l number range 0 0 0 range(leading)C u 1 s t o m 1 e r -999Internalnumber 1 0 0 0 - 1999Internalnumber range(leading)

Z 0 0 1 1 0 0 0 1999Externalnumber rangeIn the following only the required activities for implementing the separate accountgroup approach for customers and the leading system approach for consumersare described, i.e. the CRM system is the leading system for the creation of consumers after the initial replication from the ECC system.

.3.1.1.2Mapping Business Partner Master Data from ECC toCRMUse


This step is for the business partner exchange only from ECC to CRM . In the followingsection you perform all necessary steps to get the business partners from the ECC into theCRM system.In order to map the business partner master data from ECC to CRM you have to run thefollowing activities:1 . I d e n t i f y i n g r e l e v a n t E C C a c c o u n t g r o u p s . 2.Defining number ranges for CRM business partners. 3 . D e f i n i n g C R M b u s i n e s s p a r t n e r groupings. S A P A G P a g e 1 1 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

4.Mapping ECC account group to CRM classification The following table describes all relevant elements that have to be maintained for themapping of ECC account groups to CRM classifications. It is also mentioned at which activitythe element is maintained. It is recommended to maintain this table to keep the overviewwhen running the following activities. E C C C R M S t e p 4 S t e p 4 S t e p 3 S t e p 2 S t e p 2 S t e p 2 Account groupNumber rangeI n t e r v a l N u m b e r assignmentC l a s s i f i c a t i o n G r o u p i n gNumber rangeI n t e r v a l N u m b e r assignment 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0000999999Internalor ExternalC u s t o m e r R 0 0 1 R 1 0 0 0 0 1 0 0 0 0 0 0000999999External For the above example, the mapping runs as follows:1 . A b u s i n e s s p a r t n e r f o r a c c o u n t g r o u p 0001 (sold-to party) is created in the ECC system.2.The account group has the number range assignment 01 and internal number assignment, i.e. a number is automatically created from the interval 0000100000-0000999999 for this business partner, e.g. 100001 .3.The business partner is replicated to the CRM system.4.The account group is assigned to the classification Customer with grouping R001 .Grouping R001 is assigned to number range R1 that is identical to the ECC number range 01 . The ECC customer that is replicated to the CRM system automatically iscreated with classification Customer and gets the same number because external number assignment is chosen for the CRM number range.

.3.1.1.2.1Identifying Relevant ECC Account Groups (SAP ECC)


Please check the Delta Guide.

Use
In the OLTP ECC analyze the relevant account groups and their assigned number ranges.Identify the account groups that you are using when creating business partners in the OLTPECC. For these account groups a mapping has to be defined in the following activities.

Procedure

1.Access the activity using one of the following navig ation options: Transaction code OVT0 SAP ECC IMG menu Logistics General Business partners Customers Control Define account groups and field selection for customer 2.Select your relevant customer groups. 3 . C h o o s e Details (F2).4.An overview table of the number ranges appears. Select the field Number range and choose F4 to get the interval for this number range.In this table, the External field indicates whether the number range is internal or external.5.Note down the account group information in the table described in the section Mapping Business Master Data from ECC to CRM . It will be used in the following activities. S A P A G P a g e 1 2 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

.3.1.1.2.2Defining Number Ranges for CRM Business Partners(I) (SAP CRM)


Please check the Delta Guide.

Use
For each number range of the selected account groups of the OLTP ECC you have to createa number range in the CRM system.

Procedure
1.Access the activity using one of the following navigation options: Transaction code BUCF SAP CRM IMG menu Cross Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges 2 . C h o o s e

Change Intervals .For each different number range identified in the activity Identifying Relevant ECC Account Groups create a new number range.3 . C h o o s e Insert Interval and enter the number range according to the ECC number range.4 . C h o o s e t h e E x t . f l a g f o r t h e number range.5 . S a v e y o u r e n t r i e s .

.3.1.1.2.3Defining CRM Business Partners Groupings (I) (SAPCRM)


Please check the Delta Guide.

Use
For each number range created in the activity Defining Number Ranges for CRM BusinessPartners (I) you have to create a grouping. The business partner gets a number from thenumber range that is assigned to the grouping. This grouping is only used for defining number ranges for business partners that are replicated from ECC to CRM.These groupings should not be used for creating business partners in the CRMsystem, because business partners belonging to these groupings are notreplicated to the OLTP ECC.

Procedure
1.Access the activity using one of the following navigation options: Transaction code SPRO SAP CRM IMG menu Cross Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Grouping and Assign Number Ranges S A P A G P a g e 1 3 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 2 . C h o o s e New Entries .Create a grouping for each number range interval created in the activity Defining Number Ranges for CRM Business Partners.3 . E n t e r t h e f o l l o w i n g v a l u e s : F i e l d V a l u e R e m a r k s G r o u p i n g Y 0 S h o r t n a m e ( E N ) E C C

C u s t o m e r C h o o s e a n a m e i n d i c a t i n g t h a t t h i s grouping is used for the correspondingECC account groupS h o r t n a m e ( D E ) E C C K u n d e D e s c r i p t i o n ( E N ) E C C C u s t o m e r D e s c r i p t i o n ( D E ) E C C K u n d e N u m b e r r a n g e < N u m b e r r a n g e > C h o o s e o n e o f t h e n u m b e r r a n g e s y o u have created before.E x t e r n a l S e l e c t e d E x t e r n a l n u m b e r a s s i g n m e n t i s r e q u i r e d . 4 . C h o o s e Enter. I n t . S t d . G r p i n g D e s e l e c t e d E x t . S t d . G r p i n g D e s e l e c t e d 5.Save your entries.

.3.1.1.2.4Creating ECC Reference Customer (SAP ECC)


Please check the Delta Guide.

Use
This activity is not valid:- for ECC releases less than 4.6- if a reference customer for consumer is already createdBusiness partners with the classification Consumer: Persons are distributed as businesspartner master data for consumers to the ECC system (as of release 4.6). The sales areadata copied from the reference business partner to the business partner master records for consumers in the CRM is not distributed to the customer master records in the ECC system.The sales area data for consumers in the ECC system is determined from the ECC referencecustomer. For these data use an existing account group you created as customer master records for consumers in the ECC system, e.g. account group 0170.You have to create a customer master record that can be used as reference customer. Thiscustomer must have consistent sales area data for all sales areas that can be assigned to aconsumer that is created in the CRM system.Make sure that customer master data is maintained for the combinations:

Sales organization, distribution channel

Sales organization, distribution channel, division S A P A G P a g e 1 4 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Do not choose an existing customer as reference business partner.The reference customer doesnt have to be a consumer himself. Create thereference customer as Sold-to Party.

Procedure
1.Access the activity using one of the following navigation options: Transaction code XD01 SAP ECC menu Logistics Logistics Execution

Master Data Partner Customer Create Total 2.Create a new customer master record and maintain all relevant data. You can also copythis business partner from an existing business partner where typical sales area data ismaintained already.

.3.1.1.2.5Assigning Consumer - Reference Customer (SAPECC)


Please check the Delta Guide. In order to assign one Customer to the reference customer, you have to maintain theCompany Code of the customer (Transaction XD02 in SAP ECC).

Use
This activity is not valid:- for ECC releases less than 4.6- if a reference customer for consumer is already createdThere is only one reference customer in a ECC client. This reference customer is implicitlyassigned the account group for consumers.

Procedure
1.Access the activity using one of the following navigation options: Transaction code VD07 SAP ECC menu Logistics Sales and Distribution Master Data BusinessPartners Customer Assign Consumer ref. Customer 2. I n t h e f ie ld Ref. customer enter the business partner you have created in the activity Creating Business Partner for Reference Customer .3 . C h o o s e Enter. 4.Save your entries.

.3.1.1.2.6Mapping ECC Account Groups to CRM Classifications (SAP ECC)


Please check the Delta Guide. S A A G a g 1 5 P P e

o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Use
For each of the OLTP ECC account groups you have to define a mapping to a CRM businesspartner classification and grouping. In the CRM system, the following business partner classifications exist:

Customer

Consumer: Organization

Consumer: Person

Sales Prospect

Competitor

Procedure
1.Access the activity using the following navigation option: Transaction code PIDEFor each account group you have to specify the classification (for example Consumer )and the grouping (that is, number ranges).2 . I n t h e d i a l o g s t r u c t u r e c h o o s e ECC CRM: Assign Account Grp to BP Classification .3 . C h o o s e New entries .4 . E n t e r t h e f o l l o w i n g v a l u e s : F i e l d V a l u e R e m a r k s A c c o u n t G r o u p < A c c o u n t G r o u p I D > C r e a t e a n e n t r y f o r e v e r y E C C a c c o u n t group even if no mapping should bedefined for this account groupN a m e < S h o r t n a m e o f account group>Determined automaticallyC l a s s i f i c a t i o n < I D o f t h e C R M business partner classification>Choose the relevant classification towhich the account group should beassigned. Leave this field empty if noassignment is necessary, i.e. businesspartners of this account group dont haveto be replicated to the CRM system.The account group for consumers (e.g.0170) has to be assigned to theclassification Consumer: Person .Y 0 < G r o u p i n g o f t h e C R M system>Choose the grouping that was created for this classification.E x t e r n a l S e l e c t e d E x t e r n a l n u m b e r a s s i g n m e n t i s

r e q u i r e d t o make sure that the business partner numbers are identical in ECC and CRM. A c c o u n t G r o u p N a m e C l a s s i f i c a t i o n G r o u p i n g E x t e r n a l S A P A G P a g e 1 6 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 0 0 0 1 S o l d t o p a r t y C u s t o m e r Y 0 S e l e c t e d 0 0 0 2 G o o d s r e c i p i e n t C u s t o m e r Y 0 S e l e c t e d 0 0 0 5 P r o s p e c t i v e c u s t o m e r S a l e s P r o s p e c t Y 0 S e l e c t e d 0 0 0 6 C o m p e t i t o r C o m p e t i t o r s Y 0 S e l e c t e d 0 1 7 0 C o n s u m e r C o n s u m e r : P e r s o n Y 0 S e l e c t e d . . . . . . . . .

.3.1.1.3Mapping Business Partner Master Data from CRM toECC


Please check the Delta Guide.

Use
This step is for the business partner exchange only from CRM to ECC . In the followingsection you perform all necessary steps to get the business partners from the CRM into theECC system.In order to map the business partner master data from CRM to ECC you have to run thefollowing activities:1.Defining number ranges for CRM business partners.2 . D e f i n i n g C R M b u s i n e s s p a r t n e r g r o u p i n g s . 3.Creating ECC business partner number ranges.4 . C r e a t i n g E C C a c c o u n t g r o u p s . 5.Mapping CRM classifications to ECC account groups. The following table describes all relevant

elements that have to be maintained for themapping of CRM classifications to ECC account groups. It is also mentioned at which activitythe element is maintained. It is recommended to maintain this table to keep the overviewwhen running the following activities. C R M E C C ClassificationGrou p i n gNumber rangeI n t e r v a l N u m b e r assignmentAccount groupNumber rangeI n t e r v a l N u m b e r assignmentS t e p 5 S t e p 2 S t e p 1 S t e p 1 S t e p 1 S t e p 4 / 5 S t e p 3 S t e p 3 S t e p 3 C u s t o m e r C 0 0 1 C 1 0 0 0 0 1 0 0 0 0 0 0000999999Internalor ExternalZ 0 0 1 C 1 0 0 0 0 1 0 0 0 0 0 0000999999External ....For the above example the mapping runs as follows:1 . A b u s i n e s s p a r t n e r w i t h classification Customer and grouping C001 is created in the CRMsystem.2.The grouping C001 has the number range assignment C1 and internal number assignment, i.e. a number is automatically created from the interval 0000100000-0000999999 for this business partner, e.g. 100002 . S A P A G P a g e 1 7 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 3.The business partner is replicated to the ECC system.4.The classification is assigned to the account group Z001 (sold-to party). The number range C1 with the same interval as ECC number range C1 is assigned to account group Z001. The CRM business partner that is replicated from the CRM system to the ECCsystem gets the CRM number because external number assignment is chosen for theECC number range.

.3.1.1.3.1Defining Number Ranges for CRM Business Partners(II) (SAP CRM)


Please check the Delta Guide.

Use
For the business partners created in the CRM system you have to define number ranges. Youcan define one number range for all classifications or define for example a separate number range for each classification.

Procedure
1.Access the activity using one of the following navigation options: Transaction code BUCF SAP CRM IMG menu Cross Application Components

SAP Business Partner


Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges 2 . C h o o s e Change Intervals .3 . C h o o s e Insert Interval and enter the new number range. Make sure that this interval isnot used in the ECC system for business partners.Create at least a number range Y5 for CRM customers and Y6 for CRM consumers.4.It is recommended to use internal number assignment. Therefore the Ext. flag should notbe selected.5 . S a v e y o u r e n t r i e s .

.3.1.1.3.2Defining CRM Business Partners Groupings (II) (SAPCRM)


Please check the Delta Guide.

Use
For each number range created in the activity Defining Number Ranges for CRM BusinessPartners (II) you have to create a grouping. This grouping has to be assigned manually or automatically when creating a business partner. The business partner gets a number from thenumber range that is assigned to the grouping.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO S A P A G P a g e 1 8 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide SAP CRM IMG menu

Cross Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Grouping and Assign Number Ranges 2 . C h o o s e New Entries .Create a grouping for each number range interval created in the activity Defining Number Ranges for CRM Business Partners. 3.Enter the following values: F i e l d V a l u e 1 V a l u e 2 R e m a r k s G r o u p i n g Y 5 Y 6 S h o r t n a m e ( E N ) C R M C u s t o m e r C R M C o n s u m e r C h o o s e a n a m e i n d i c a t i n g that this grouping is usedfor the corresponding ECCaccount groupS h o r t n a m e ( D E ) C R M - K u n d e C R M K o n s u m e n t D e s c r i p t i o n C R M C u s t o m e r C R M C o n s u m e r D e s c r i p t i o n ( D E ) C R M - K u n d e C R M K o n s u m e n t N u m b e r r a n g e Y 5 Y 6 C h o o s e o n e o f t h e n u m b e r ranges you have createdbefore.E x t e r n a l < F l a g f o r e x t . n o . assignment><Flag for ext. no.assignment>Set automaticallyaccording to the selectednumber range4 . C h o o s e Enter. I n t . S t d . G r p i n g D e s e l e c t e d S e l e c t e d T h i s f i e l d h a s t o b e s e l e c t e d only for the grouping that isused for CRM ConsumersE x t . S t d . G r p i n g D e s e l e c t e d D e s e l e c t e d 5.Save your entries.

.3.1.1.3.3Creating ECC Business Partner Number Ranges(SAP ECC)


Please check the Delta Guide.

Use
For all number ranges created in the CRM system as described in the activity Defining CRM Business Partner Number Ranges II

you have to define a corresponding number range in theOLTP ECC. This is necessary to ensure that business partners created in the CRM systemget the same ID when they are replicated to the OLTP ECC.

Procedure
1.Access the activity using one of the following navigation options: Transaction code OVZC S A P A G P a g e 1 9 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide SAP ECC IMG menu Logistics - General

Business Partner

Customers Control Define and assign customer number ranges 2 . C h o o s e Define Number Ranges for Customer Master .3 . C h o o s e Change Intervals .4 . C h o o s e Insert Interval and enter the number range according to the CRM number rangecreated in the activity Defining CRM Business Partner Number Ranges II.5 . T h e E x t . f l a g h a s t o b e s e l e c t e d . 6 . S a v e y o u r entries.

.3.1.1.3.4Creating ECC Account Groups (SAP ECC)


Please check the Delta Guide.

Use
In order to map the CRM business partner classifications to ECC account groups for thereplication of business partners from the CRM system to the OLTP ECC you have to define aseparate account group for each classification (exception: Consumer: Person )You cant use the same account groups that you have chosen for the replication from theOLTP ECC into the CRM system, because this would cause inconsistencies. For example:Account group 0001 is mapped to classification Customer for both replication directions ECC CRM and CRM

ECC. When two different customers are created at the same time inECC and CRM it is possible that they get the same number. In this case the replication wouldnot work because the customer number that has to be created in the receiving system isalready blocked.These account groups should not be used for creating business partners in the ECC system,because business partners belonging to these account groups are not replicated to the CRMsystem.

Procedure
1.Access the activity using one of the following navigation options: Transaction code OVT0 SAP ECC IMG menu Logistics General

Business Partner Customers


Control Define Account Groups and Field Selection for Customer 2.Create account groups for each CRM classification according to the followingrecommendation: C R M C l a s s i f i c a t i o n E C C A c c o u n t G r o u p C u s t o m e r C o p y o f 0 0 0 1 Consumer: OrganizationCopy of 0001C o n s u m e r : P e r s o n N o c o p y ! C o m p e t i t o r C o p y o f 0 0 0 6 P r o s p ec t i v e Cus t om er Co p y of 0 0 0 5 3.Create the new account groups by copying from the original account group. Select theaccount group and choose Copy as. S A P A G P a g e 2 0 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 4.Enter the following values: F i e l d V a l u e R e m a r k s A c c o u n t G r o u p ( I D ) < I D > C h o o s e a n I D b e g i n n i n g w i t h Z , e . g . Z001 for the copy of account group 0001.Account Group(Name)< S h o r t n a m e > C h o o s e a n a m e i n d i c a t i n g t h a t t h i s account group is used for the mapping of CRM classifications, e.g. CRM Customer

for the copy of account group 0001.N u m b e r r a n g e < N u m b e r r a n g e I D > C h o o s e t h e n u m b e r r a n g e y o u h a v e created in the activity Creating ECC business partner number ranges for theclassification the account group isdefined for.5 . S a v e y o u r e n t r i e s .

.3.1.1.3.5Defining Partner Functions (SAP ECC)


Please check the Delta Guide.

Use
After creating the new account groups you have to define the partner functions allowed for this account group.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP ECC IMG menu Sales and Distribution

Basic Functions Partner Determination Set Up Partner Determination 2 . S e l e c t Set Up Partner Determination for Customer Master 3 . C h o o s e Account Groups Function Assignment 4 . C h o o s e New Entries .5 . E n t e r t h e f o l l o w i n g v a l u e s : P a r t n . F u n c t A c c o u n t G S P < A c c o n t G r o u p > S < A c c o u n G r o u p > B < A c c o u n G r o u p > P < A c c o u n G r o u p > 6.Save entries. S A P A G P a g e 2 1 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Please check the Delta Guide.

r u H t P t Y t your

.3.1.1.3.6Mapping CRM Classifications to ECC AccountGroups (SAP ECC)

Use
For each of the CRM business partner classifications you have to define a mapping to anECC account group. Use the ECC account groups you have created in the activity Creating ECC Account Groups.

Procedure
1.Access the activity using the following navigation option: Transaction code PIDEFor each account group you have to specify the classification (for example Consumer )and the grouping (that is, number ranges).2 . I n t h e d i a l o g s t r u c t u r e c h o o s e CRM

R/3: Assign BP Classification to Account Grp .3 . C h o o s e New entries. 4.Enter the mapping according to the following recommendation:a ) C o n s u m e r : The business partner data that you create in CRM as consumers, it is important toknow whether the business partners are organizations or persons.

Organizations are distributed to the ECC system as business partner master datafor customers, and not for consumers. Thus, the sales area data that was copiedfrom the reference business partner to business partner master records for consumers in CRM is distributed to customer master records in the ECC system.Create an account group in the ECC system specifically for business partner master records with the classification Consumer: Organization of the CRMsystem. Do not use an existing account group that you created in the ECCsystem for customer master records for consumers.

Persons are distributed as business partner master data for consumers to theECC system (as of release 4.6). The sales area data copied from the referencebusiness partner to the business partner master records for consumers in theCRM is not distributed to the customer master records in the ECC system. Thesales area data for consumers in the ECC system is determined from thereference customer. For these data use an existing account group you created ascustomer master records for consumers in the ECC system.b ) C u s t o m e r Assign the account group that is relevant in the ECC system for customers. This isalso assigned when the business partner is additionally classified as a prospectivecustomer and a competitor in the CRM system.c ) P r o s p e c t i v e c u s t o m e r Assign the account group that is relevant in the ECC system for prospectivecustomers. This is also assigned when the business partner is additionally classifiedas a competitor in CRM.d ) C o m p e t i t o r Assign the account group that is relevant as competitors in the ECC system.If you have maintained neither an account group for consumers, nor a referencecustomer in the ECC system or in case that the release of your ECC system is earlier S A P A G P a g e 2 2 o f 5 2

SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide than 4.6, do not assign an account group for these data but use the new accountgroup for both situations: organizations or persons. MappingC R M C l a s s i f i c a t i o n E C C A c c o u n t G r o u p C u s t o m e r C o p y o f 0 0 0 1 ( s o l d - t o p a r t y ) Consumer: OrganizationCopy o f 0 0 0 1 ( s o l d - t o p a r t y ) o r Z170 for ECC < 4.6C o n s u m e r : P e r s o n 0 1 7 0 o r Z170 for ECC < 4.6C o m p e t i t o r C o p y o f 0 0 0 6 ( c o m p e t i t o r ) Prospective CustomerCopy of 0005 (prospective customer 5 . S a v e y o u r e n t r i e s .

.3.1.1.4Synchronizing Field Settings for Business Partners(SAP ECC)


Please check the Delta Guide.

Use
In order to replicate business partners from the OLTP ECC to the CRM system and vice versayou have to synchronize the field settings for business partner, i.e. if a master data recordfield in the receiving system has the setting Required Entry an upload is only successful if thisfield maintained in the master data record of the sending system.To avoid replicating problems the required entries of the master data records have to beidentical. Please check these entries especially in the following cases:

You have changed optional entries to required entries in the ECC system or the CRMsystem.

You have to replicate consumers with account group 0170.

Procedure
1.Access the activity using one of the following navigation options: Transaction code OVT0 SAP ECC IMG menu Logistics General Logistics Basic Data: Business partners Customers Control Define account groups and field selection for customer 2.Choose an account group that is relevant for the mapping. 3 . C h o o s e Details .4 . D o u b l e - c l i c k t h e t e x t General Data in the screen area Field status .5.Double-click on each of the different entries in the Select Group area, for example, Address

. The corresponding field list is displayed.6.Repeat these steps for all field status areas (Company code data, Sales data). S A P A G P a g e 2 3 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 7 . I n t h e CRM system choose the IMG activity: Cross-Application Components SAP Business Partner Business Partner Basic Settings Field Groupings Configure Field Attributes per BP Role 8.Choose the business partner roles that correspond to the account group and check if therequired entries are identical.In order to check if the replication of business partners works in general withoutregarding problems caused by incomplete master record fields you can set allfields for the relevant account groups to status Optional . After a successful testreplication for a single business partner you have to reset these fields to status Required in order to avoid data inconsistencies.

.3.1.1.5Configuring Field Attributes per ClientProcedure


1.Access the activity using the following navigation options: Transaction code SPRO SAP CRM IMG menu Cross Application Components SAP Business Partner Business Partner Basic Settings Field Groupings Configure Field Attributes per Client 2 . S e l e c t BUPA (SAP Business Partner).3 . C h o o s e

Field Grouping .4.Double-click Data Set CRM40 CRM Classification.5.Set the radio button to not specified for field grp 1072 R/3 Account Group 6 . C h o o s e Save .7 . C h o o s e Back .

.3.1.1.6Replicating ECC Reference Customer (SAP CRM)


Please check the Delta Guide.

Use
In order to make sure that the sales area data of a CRM consumer is identical in the CRMsystem and the ECC system you can download the ECC reference customer to the CRMsystem and use him as CRM reference business partner.The replication of the reference customer is only relevant to the ECC systemrelease 4.5 or higher.You can directly replicate the reference business customer out of the referencecustomer transaction in CRM.

Procedure
1.Access the activity using one of the following navigation options: S A P A G P a g e 2 4 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Transaction code CRMC_BUPA_CONSUM SAP CRM IMG menu CRM Master Data Business Partner Basic Settings Maintain Reference Business Partner for Consumers 2.From the menu, choose Environment and Initial Download Reference Customer. Thereference BP for consumers is downloaded from the ECC System and is inserted in theReference Business Partner field.3 . C h o o s e E d i t . 4 . C h o o s e t h e R e f e r e n c e Customer.5 . C h o o s e Sales Area Data .6.On the Billing tab maintain values at least for the fields Cust Pric. Procedure and Currency for the combinations

Sales Organization / Distribution Channel and SalesOrganization / Distribution Channel /Division. 7.Save your entries.

.3.1.1.7Maintaining Reference Business Partner for Consumers (SAP CRM)


Please check the Delta Guide.

Use
In this activity you define the replicated ECC reference customer as reference businesspartner for consumers in the CRM system.

Procedure
1.Access the activity using one of the following navigation options: Transaction code CRMC_BUPA_CONSUM SAP CRM IMG menu CRM Master Data Business Partner Basic Settings Maintain Reference Business Partner for Consumers 2.Check if the field Reference Bus. Partner is filled.3.Note the number of the Reference Business Partner, choose the transactionCRMM_BUPA_MAP, put the number of reference business partner into the field Business Partner and choose Enter .4 . S e e w h e t h e r t h e f i e l d Customer contains the number of the Reference Customer in ECC.5.Copy the GUID of the Reference Business Partner which is displayed in the field Business partner GUID .6.Go to your related ECC System, choose transaction SE16, choose the table nameCRMKUNNR and press F7, put the copied GUID of the CRM reference business partner into the field PARTN_GUID in the selection screen and execute it.7.Check if you can find an identical entry for this selection and see if the field CUSTOME_NO contains the number of the Reference Customer in ECC. If all thischecks are done, you can start the load of the customers. S A P A G P a g e 2 5 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

.3.1.1.8Selecting Customers for Replication (optional) (SAPCRM)


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AC1 SAP CRM menu Architecture and Technology Middleware Data Exchange Object Management Business Objects 2.Ensure that you are in change mode. Choose Display <-> Change (Ctrl+F1).3.To set the filter for the business object CUSTOMER_MAIN, click on the filter symbol.4 . G o t o t h e t a b Filter Settings .5 . I n t h e f i e l d Source Site Name , choose the site source of your data (normally OLTP).6.Choose the relevant data for your filter settings, for example you can specify the customer numbers for replication.7 . S a v e y o u r s e t t i n g s . If you specify filter criteria and enter values into numeric fields to narrow therange of objects to be downloaded, make sure you add leading zeros to the valueuntil the full length of the ECC database table field is reached. Example: Customer number KNA1.KUNNR requires 10 digits (0000065543)Material number MARA.MATNR requires 18 digits (000000000010000040). Thematerial number must have the same format as in the ECC system; checkdatabase entries (Table MARA) with transaction code SE17.This is due to differences in field lengths between the CRM system and the ECCback-end system. Do not take into account the field length of the CRM system.

.3.1.1.9Replicating Customers (SAP CRM)


Please check the Delta Guide.

Prerequisites
There are some prerequisite configuration objects before you load business partners. Makesure the necessary configuration objects are loaded successfully (transaction R3AM1 ) .The essential 12 configuration objects are the following:DNL_CUST_ACGRPB, DNL_CUST_BNKA, DNL_CUST_ADDR, DNL_CUST_KTOKD,DNL_CUST_TVPV, DNL_CUST_TVLS, DNL_CUST_TVIP, DNL_CUST_TVGF,DNL_CUST_TVKN, DNL_CUST_TKUKL, DNL_CUST_TVFS, DNL_CUST_TVAST,DNL_CUST_TSAB, DNL_CUST_TPFK, DNL_CUST_T502T, DNL_CUST_TBRC.If you are working with consumers you have to replicate the reference customer before.

Procedure
S A a 2 A G g 6 P P e

o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 1.To replicate the customers, either as specified in the filter or all customers, into the CRMsystem, access the activity using one of the following navigation options: Transaction code R3AS SAP CRM menu Architecture and Technology

Middleware DataExchange Initial Load Start 2 . I n t h e Load Object field, enter CUSTOMER_MAIN .3 . I n t h e Source Site field enter OLTP and in the Destination Site field enter CRM .4 . T o r u n t h e r e p l i c a t i o n , c h o o s e Execute (F8) .

.3.1.1.10Monitoring Replication Status (SAP CRM)


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Architecture and Technology Middleware DataExchange Initial Load Monitor Objects 2 . I n t h e Object Name

field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the status of all downloaded objects.3.The replication is complete if all obj ects have the status Done .In case of problems during replication- Call the transaction SMWP (Middleware Portal) and search for error states inthe area Runtime Information .- Refer to section Tips and Tricks for the Replication Process of this guide.

.3.1.1.11Checking Business Partners (SAP CRM)


Please check the Delta Guide.

Prerequisites
In the Business Partner Maintenance of the CRM system, ensure that the business partner has a corresponding entry in the Sales Area of the sales, distribution, and invoicing data.

Procedure
1.Access the activity using one of the following navigation options: Transaction code BP SAP CRM menu Master Data Business Partner Maintain BusinessPartner 2.Enter the number/name of your business partner. 3 . I n f i e l d Display in Role , choose Sold-to-Party . S A P A G P a g e 2 7 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 4.On the application toolbar choose button Sales Area Data. 5.Choose button Choose sales area and select the relevant sales areas.6.Choose the Shipping and Billing tab and check whether the required data is available.If no fields are displayed on the Sales, Shipping and Billing tab, run the followingprocedure.7 . C a l l t r a n s a c t i o n

BUSP (Generate Subscreen Containers for Screens).8.Enter the following values (choose your client):9 . C h o o s e Execute (F8).

3.1.2Replicating Contact Contact Persons (SAP CRM)


Please check the Delta Guide.

P e r s o n s .3.1.2.1Replicating

Prerequisites
The replication of the customers has to be finished successfully.

Procedure
To replicate the contact persons into the CRM system, carry out these steps:1.Access the activity using one of the following navigation options: Transaction code R3AS SAP CRM menu Architecture and Technology Middleware Data Exchange Initial Load Start 2 . I n t h e Load Object field, enter CUSTOMER_REL .3 . I n t h e Source Site field enter OLTP and in the Destination Site field enter CRM .4 . T o r u n t h e r e p l i c a t i o n , c h o o s e Execute (F8) . S A P A G P a g e 2 8 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide All contact persons for whom the corresponding business partners are notavailable in CRM are automatically omitted.

.3.1.2.2Monitoring Replication Status (SAP CRM)Procedure

1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Architecture and Technology Middleware Data Exchange Initial Load Monitor Objects 2 . I n t h e Object Name field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the status of all downloaded objects.

Result
The replication is complete if all objects have the status Done. In case of problems during replication, call transaction SMWP (MiddlewarePortal) and search for error states in the area Runtime Information .For a detailed error handling see section Tips and Tricks for the ReplicationProcess at the end of this guide.

.3.1.2.3Checking Completeness of Replication (SAP CRM)


Please check the Delta Guide.

Procedure
To check the completeness of the contact person replication, carry out these steps:1.Access the activity using one of the following navigation options: Transaction code SE16 SAP CRM menu Architecture and Technology ABAP Workbench Overview Data Browser 2 . E n t e r BUT050 in the field Table name .3 . C h o o s e Execute (F8).4.Compare the number of entries with the number of entries in the ECC table KNVK.The number of entries should be identical. Please note that all contact persons for whichthe corresponding business partner isnt available in the CRM system are not replicated.

3.1.3Replicating Customer Hierarchy (Optional)

Please check the Delta Guide.

Use
S A P A G P a g e 2 9 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide You can match the customer hierarchy in the ECC back end to the business partner group inthe CRM system.

.3.1.3.1Replicating Customer Hierarchy (SAP CRM)


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation op tions: Transaction code R3AS SAP CRM menu Middleware Data Exchange Initial Load Start 2 . I n t h e Load Object field, enter DNL_BUPA_KNVH .3 . I n t h e Source Site field enter OLTP and in the Destination Site field enter CRM .4 . T o r u n t h e r e p l i c a t i o n , c h o o s e Execute (F8) .

.3.1.3.2Monitoring Replication Status (SAP CRM)Procedure


1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Architecture and Technology Middleware Data Exchange

Initial Load Monitor Objects 2 . I n t h e Object Name field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the status of all downloaded objects.

Result
The replication is complete if all objects have the status Done. In case of problems during replication, call the transaction SMWP (MiddlewarePortal) and search for error states in the area Runtime Information .For a detailed error handling see section Tips and Tricks for the ReplicationProcess at the end of this guide.

.3.1.3.3Matching Customer Hierarchy to Business Partner Group (SAP CRM)


Please check the Delta Guide.

Procedure
To match customer hierarchy to business partner group, carry out these steps:1.Access the activity using the following navigation option: S A P A G P a g e 3 0 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Transaction code BPH_DNL2 . C h o o s e Execute (F8).3 . C h e c k t h e l o g f i l e f o r e r r o r s . 4 . C h o o s e Save.

.3.1.3.4Activating Delta Load (SAP CRM)


Please check the Delta Guide.

Use
The delta download for the ECC customer hierarchy is active.All data changed in the ECC system is delta downloaded to CRM. The customer hierarchy isbuilt as a hierarchy tree of the category 01 for pricing with the description ECC-CRM .Consequences:

You can display, but not maintain this tree in CRM.

You can no longer create trees with the category 01

.This way it is ensured that pricing based on the customer hierarchy and the BP grouphierarchy will have the same result in both the ECC system as well as in CRM.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP CRM IMG menu CRM Master Data Business Partner BusinessPartner Group Hierarchy Data Exchange of R/3Customer Hierarchies with the CRM System ActivateDelta Load 2.Set flag in field Delta download active .3 . S a v e y o u r e n t r i e s .

3 . 1 . 4 R e p l i c a t i n g Use

M a t e r i a l s

Please check the Delta Guide. Please regard Note 432339 if any errors occur with the replication. The following activities are needed to replicate the product settings to the CRM system:

Checking Material

Defining Number Ranges for Materials

Defining Item Category Groups S A P A G P a g e 3 1 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Selecting Materials for Replication

Replicating Materials

Monitoring Replication Status

.3.1.4.1Checking Material (SAP ECC)Use


In this step you check whether the material master that you want to sell in your CRM systemis in the corresponding sales area in the ECC system.

Procedure
Access the activity using one of the following navigation options: Transaction code

MM03 SAP ECC menu Logistics Materials Management Material Master Material Display Display Current

.3.1.4.2Defining Item Category Groups


Please check the Delta Guide.

Use
The item categories of the ECC back end have to be created in the same way in the CRMsystem.

.3.1.4.2.1Checking Item Category Groups (SAP ECC)


Please check the Delta Guide.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP ECC IMG menu Sales and Distribution Sales Sales Documents SalesDocument Item Define Item Category Groups 2.Copy the relevant item categories that you want to use in the CRM system.

.3.1.4.2.2Copying Item Category Groups (SAP CRM)


Please check the Delta Guide.

Procedure
To create the item category groups in the CRM system, carry out these steps: S A P A G P a g e 3 2 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 1.Access the activity using the following navigation options: Transaction code SPRO

SAP CRM IMG menu CRM Transactions Basic Settings Define ItemCategory Group 2 . O n t h e Item Category Group screen choose New entries .3.Paste the relevant item category groups of the ECC back end.4 . S a v e y o u r e n t r i e s . There are item category groups in the CRM system initially. When copyingalready existing item category groups from the ECC system you get an error message during saving in the CRM system. In this case you have to choose Skip .If you copy item category groups from the ECC system that are not in thecustomer name space you will receive a warning message. Confirm this messagewith Enter if this item category is really required in the CRM system.

.3.1.4.3Selecting Materials for Replication (SAP CRM)


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AC1 SAP CRM menu Architecture and Technology Middleware DataExchange Object Management Business Objects 2.Ensure that you are in change mode. Choose Display <->Change (Ctrl+F1).3.Set the filter for the business object MATERIAL by clicking on the filter symbol.4 . I n t h e f i e l d Source Site Name choose OLTP.5.Specify the material numbers for replication, for example by selecting table MARA andfield MATNR.6 . S a v e y o u r s e t t i n g s . 7 . C h o o s e t h e button Filter Synchr . (see Note 513550).If you specify filter criteria and enter values into numeric fields to narrow therange of objects to be downloaded, make sure you add leading zeros to the valueuntil the full length of the ECC database table field is reached.Material number MARA.MATNR requires 18 digits (000000000010000040). Thematerial number must have the same format like in the ECC system, checkdatabase entries with transaction code SE17.For more details refer to section

Defining Filters for Objects of this guide. S A P A G P a g e 3 3 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

.3.1.4.4Replicating Materials (SAP CRM)Procedure


1.Access the activity using one of the following navigation options: Transaction code R3AS SAP CRM menu Architecture and Technology Middleware DataExchange Initial Load Start 2 . I n t h e Load Object field, enter MATERIAL.3 . I n t h e Source Site field enter OLTP and in the Destination Site field enter CRM.4 . T o r u n t h e r e p l i c a t i o n , c h o o s e Execute (F8).

.3.1.4.5Monitoring Replication Status (SAP CRM)Procedure


1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Architecture and Technology Middleware Data Exchange Initial Load Monitor Objects 2 . I n t h e Object Name

field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the status of all downloaded objects.

Result
The replication is complete if all objects have the status Done. In case of problems during replication, call transaction SMWP (MiddlewarePortal) and search for error states in the area Runtime Information .For a detailed error handling see section Tips and Tricks for the ReplicationProcess at the end of this guide.

.3.1.4.6Checking Materials (SAP CRM) Prerequisites


In the Product Maintenance of the CRM system, ensure that the product has entries for Salesand Distribution.

Procedure
1.Access the activity using one of the following navigation options: Transaction code COMMPR01 SAP CRM menu Master Data Products Maintain Products 2.Enter the id/description of one of your replicated products.3.Check the fields on the General, Material and Sales and Distribution tab for completeness. S A P A G P a g e 3 4 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide If an error message related to marketing attributes occurs when startingtransaction COMMPR01 run the report COM_SETTYPE_ATTRIBUTE_40 for attribute conversion as mentioned in the error message.

3 . 1 . 5 R e p l i c a t i n g

C o n d i t i o n s Procedure

In order to replicate conditions you have to make sure that the following activities have beenexecuted: Replicating Condition Customizing (refer to section Replicating Condition Customizing )

Business partners and material master have been replicated

.3.1.5.1Checking Conditions (SAP ECC)Use

In this step you check whether the pricing conditions exist for the corresponding sales area inthe OLTP ECC.

Procedure
Access the activity using one of the following navigation options: Transaction code VK33 SAP ECC menu Logistics Sales and Distribution Master Data Conditions Display

.3.1.5.2Replicating Conditions (SAP CRM)


Please check the Delta Guide.

Use
In the initial replication each condition table is loaded separately.

Procedure
1.To replicate conditions from the ECC back -end system into the CRM system, access theactivity using one of the following navigation options: Transaction code R3AS SAP CRM menu Architecture and Technology Middleware DataExchange Initial Load Start 2.The condition objects for the ECC conditions tables have the patternDNL_COND_<AXXX> where XXX is the ECC condition table, for exampleDNL_COND_A304.3.You only have to replicate the condition records for your required conditions tables of thepricing procedures. S A P A G P a g e 3 5 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 4 . C h o o s e Multiple Selection beside the Load

Object field and enter all required objects inthe Single Vals column.5 . I n t h e Source Site field enter OLTP and in the Destination Site field enter CRM.6 . T o r u n t h e r e p l i c a t i o n , c h o o s e Execute (F8).

.3.1.5.3Replicating Specific Conditions Use


Beside the pricing conditions, there are additional conditions that have to be downloaded if the following CRM functionality is to be used:

Free Goods

Product DeterminationFor details about free goods and product determination see building block CRM Cross-topic Functions .You can skip or postpone this section if free goods and product determination arenot relevant at all or at the current implementation phase.

Procedure
1.To replicate conditions from the ECC back -end system into the CRM system, access theactivity using one of the following navigation options: Transaction code R3AS SAP CRM menu Architecture and Technology Middleware DataExchange Initial Load Start 2.Select the download objects DNL_CUST_FGD and DNL_CUST_CND_FG for replicatingthe customizing for Free Goods and DNL_CUST_PDD and DNL_CUST_CND_PD for replicating the customizing for Product Determination.3 . I n Source Site field enter OLTP and in the Destination Site field enter CRM .4 . T o r u n t h e r e p l i c a t i o n , c h o o s e

t h e

Execute (F8).5 . S e l e c t t h e d o w n l o a d o b j e c t DNL_COND_N010 for replicating the conditions for FreeGoods and DNL_COND_D001 for replicating the conditions for Product Determination.6 . I n Source Site field enter OLTP and in the Destination Site field enter CRM .7 . T o r u n t h e r e p l i c a t i o n , c h o o s e Execute (F8).

t h e

.3.1.5.4Monitoring Replication Status (SAP CRM)Procedure


1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Architecture and Technology Middleware Data Exchange Initial Load Monitor Objects 2 . I n t h e Object Name field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the status of all downloaded objects. S A P A G P a g e 3 6 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Result
The replication is complete if all objects have the status Done. In case of problems during replication, call transaction SMWP (MiddlewarePortal) and search for error states in the area Runtime Information .For a detailed error handling see section Tips and Tricks for the ReplicationProcess at the end of this guide.

.3.1.5.5Checking Completeness of Replication (SAP CRM)


Please apply SAP Note 670630 for improving the result of the check report.

Procedure
1.Access the activity using the following navigation option: T r a n s a c t i o n c o d e C N D _ M A P _ L O G _ D I S P L A Y 2.Enter COND_EXCHANGE in the field Object and CONDITIONS in the field Subobject.3 . C h e c k t h e l o g f i l e f o r e r r o r s . You can also compare the content of the ECC condition tables with the corresponding CRMcondition tables. The CRM condition tables have the prefix CNCCRMPRSAPXYZ where XYZis the number of the ECC condition table, e.g. the ECC table A005 is mapped to the CRMtable CNCCRMPRSAP005.

.3.1.5.6Displaying Condition Types in Product Conditions(SAP CRM)Use


The purpose of this task is to make your downloaded ECC-condition types (for examplePR00) visible in the CRM product conditions.The following steps are described for condition type PR00 as example.

Procedure
1.Access the activity using the following naviga tion options: Transaction code SPRO SAP CRM IMG menu Customer Relationship Management Master Data Conditions and Condition Technique Condition Technique:Basics Create Maintenance Group 2.Mark the group PRODUCTCRM (Product sales prices). 3 . D o u b l e - c l i c k o n folder Condition Maintenance Group: Detail .4.Now you can see the permitted conditions and tables displayed in the product conditions.5 . N o t e t h e h i g h e s t u s e d c o u n t e r . 6 . C h o o s e New Entries .7 . M a k e t h e f o l l o w i n g e n t r i e s : Counter Next unused Counter S A P A G P a g e 3 7 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Appl. Class CRM Usage PR Condition Table Use the condition table, you are using for your condition(for example, SAP304)

Cond. Type Your ECC Condition (for example, PR00) Description For example, Price8 . S a v e y o u r s e t t i n g s .

Result
The downloaded conditions are now visible in the CRM product conditions.

.3.1.5.7Checking Pricing Procedures (SAP CRM) Use


Check whether the pricing procedures were downloaded correctly.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP CRM IMG menu CRM Basic Functions Pricing Define Settings for Pricing Create Pricing Procedure 2.Check whether all required pricing procedures are available.3.Select the required pricing procedure and choose Control Data . Check the pricingprocedure control data for completeness.

.3.2Transaction Data Replication3 . 2 . 1 R e p l i c a t i n g Sales Documents


Please check the Delta Guide.

Use
The download of existing sales documents, for example sales orders into the CRM system, isimportant to access existing documents and to be able to send sales documents that havebeen created on the Mobile Client back to the Mobile application after changes have beenmade to the documents in the back-end system.

.3.2.1.1Number Ranges for Sales Documents


Please check the Delta Guide.

Use
S A P A G P a g e 3 8 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide In order to keep the sales document number identical when replicating sales documents fromthe CRM system to the ECC system and vice versa the number ranges of the CRM systemand the ECC system have to be synchronized.A prerequisite for having identical numbers is the usage of external number assignment in thereceiving system. To avoid duplicate sales document numbers when

creating salesdocuments in parallel in both systems you have to maintain separate number ranges in theECC system and the CRM system.The following table describes a valid mapping of the number ranges. These number rangesare available initially in both systems, so if you use exactly these number ranges for your sales documents no further mapping is required. Otherwise you have to define a mapping asdescribed in the following sections. E C C S y s t e m R e p l i c a t i o n DirectionCRM SystemNumber RangeInterval Assign-mentNumber RangeI n t e r v a l A s s i g n m e n t 0 1 0 0 0 0 0 0 0 0 0 1 0004999999Internal 1 3 0 0 0 0004999999External0 000599999External 0 1 0 0 0 0 2 5 0 0 0 0 0 0 0 0 0 0 5 0 0 0 0 1 0 0 0 0 0 0 -

0005999999Internal

.3.2.1.1.1Defining Number Ranges for ECC Sales Documents(SAP ECC)


Please check the Delta Guide.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP ECC IMG menu Sales and Distribution Sales Sales Documents SalesDocuments Header Define Number Ranges for SalesDocuments 2 . C h o o s e Change Intervals .3.For each CRM number range for sales documents a corresponding ECC number rangewith external number assignment is required.4 . C h o o s e Create Intervals to create a new number range. The interval limits have to beidentical with the interval limits of the CRM system.

.3.2.1.1.2Defining Number Ranges for CRM Sales Documents(SAP CRM)


Please check the Delta Guide.

Procedure
1.Access the activity using the following navigation options: S A P A G P a g e 3 9 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Transaction code SPRO SAP CRM IMG menu

Customer Relationship Management Transactions Basic Settings Define Number Ranges 2 . C h o o s e Number Ranges for Sales Transactions .3.For each ECC number range for sales documents a corresponding CRM number rangewith external number assignment is required.4 . C h o o s e Create Intervals to create a new number range. The interval limits have to beidentical with the interval of the ECC system.

.3.2.1.2Defining Settings for Sales Documents


Please check the Delta Guide.

Use
In order to replicate transaction data correctly from the CRM system into the ECC system andvice versa, the settings for document processing must match the business control in bothsystems.This means that for sales documents a sales document type of the same name must exist inthe ECC system for the transaction type in the CRM system. The same applies for itemcategories, item category groups and item category determination.SAP delivers standard settings for this.If you have defined additional transaction types or item categories then it is necessary tomaintain these settings in the CRM system accordingly otherwise you can skip this activity.This chapter describes how to synchronize the ECC and CRM settings for the replication of documents from the ECC system to the CRM system. For the replication of documents fromthe CRM system to the ECC system the procedure is analogous.

.3.2.1.2.1Identifying ECC Sales Document Types (SAP ECC)


Please check the Delta Guide.

Procedure
1.Access the activity using the following n avigation options: Transaction code SPRO SAP ECC IMG menu Sales and Distribution Sales Sales Documents SalesDocuments Header Define Sales Document Types 2.Note down your customer-specific sales document types for which sales documents haveto be replicated to the CRM system.

.3.2.1.2.2Identifying ECC Item Categories (SAP ECC)


Please check the Delta Guide.

Procedure
S A a 4 o 5 A G g 0 f 2 P P e

SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 1.Access the activity using the following navigation options: Transaction code SPRO SAP ECC IMG menu Sales and Distribution Sales Sales Documents SalesDocuments Item Define Item Categories 2.Note down your customer-specific item categories for which sales documents have to bereplicated to the CRM system.

.3.2.1.2.3Defining Transaction Types (SAP CRM)


Please check the Delta Guide.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP CRM IMG menu Customer Relationship Management Transactions Basic Settings Define Transaction Types 2.Create a new transaction type for each customer specific ECC sales document type thatis relevant to the replication. The identifier of the CRM transaction type and the ECCdocument type must be identical.You can also copy an existing transaction type, for example TA (standard order).3.Synchronize the customizing settings (for example, number range, partner determination)of this transaction type with the ECC sales document type settings.4.See the IMG documentation of this IMG activity for details.

.3.2.1.2.4Defining Item Categories (SAP CRM)


Please check the Delta Guide.

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP CRM IMG menu Customer Relationship Management Transactions Basic Settings Define Item Categories 2.Create an item category for each customer specific ECC item category that is relevant tothe replication. The identifier of the CRM item category and the ECC item category mustbe identical.You can also copy an existing item category, for example, TAN (sales item).3.Synchronize the customizing settings (e.g. partner determination) of this item categorywith the ECC item category settings.4.See the IMG documentation of this IMG activity for details.

.3.2.1.2.5Defining Item Category Determination (SAP CRM)


Please check the Delta Guide. S A P A G P a g e 4 1 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Procedure
1.Access the activity using the following navigation options: Transaction code SPRO SAP CRM IMG menu Customer Relationship Management Transactions Basic Settings Define Item Category Determination 2.Define a determination procedure for each new item category created in the precedingactivity.3.Synchronize the settings of this item category with the ECC item category settings.4.See the IMG documentation of this IMG activity for details.

.3.2.1.3Selecting Sales Documents for Replication (SAP CRM)Prerequisites


Please apply SAP Note 486277 in the CRM system before starting the replication of salesdocuments.

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AC1 SAP CRM menu Architecture and Technology Middleware

Data Exchange Object Management

Business Objects 2.Ensure that you are in change mode. Choose Display -> Change .3 . S e t t h e f i l t e r f o r t h e b u s i n e s s o b j e c t SALESDOCUMENT by clicking on the filter symbol.4 . I n t h e f i e l d Source Site Name choose OLTP .5.The selection criteria for filtering are the fields of the ECC system customer table VBAK.Logical operators are used to define the value interval for the chosen

fields.6.Make sure you specify at least one filter criterion with the table field VBAK ERDAT(Document Creation Date) of the following type: T a b l e / s t r u c t u r e F i e l d O P L o w V B A K E R D A T G r e a t e r o r equal than<Date> in format YYYYMMDD(e.g. 20010418)Without this entry the download will not be successful.7 . C h o o s e Regenerate Filter .8 . S a v e y o u r e n t r i e s . If you specify filter criteria and enter values into numeric fields to narrow therange of objects to be downloaded, make sure you add leading zeros to the valueuntil the full length of the ECC database table field is reached.For more details refer to section Defining Filters for Objects of this guide. S A P A G P a g e 4 2 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

.3.2.1.4Starting Replication of Sales Documents (SAP CRM)Prerequisites


Change the date profile 000000000004 Sales Order (or the corresponding date profile whichis used by your transaction type).Note 543686 describes the procedure how to change the date profile exemplary for theservice order.It is also very important to implement Note 486277 before carrying out the following steps.Otherwise you might get a Sysfail message (transaction SMW01) and the download stops.All business partners and products/materials being maintained in the sales documents goingto be downloaded are already replicated from the ECC to the CRM system.

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AS SAP CRM menu Architecture and Technology Middleware

Data Exchange Initial Load Start 2 . I n Load Object field, enter t h e

SALESDOCUMENT .3 . I n t h e Source Site (Sender) field enter OLTP and in the Destination Site (Receiver) fieldenter CRM .4 . T o r u n t h e r e p l i c a t i o n , c h o o s e Execute (F8).Only those sales documents being created with business partners and materialsthat already existed in the CRM system are going to be downloaded to the CRMsystem.

.3.2.1.5Monitoring Replication Status (SAP CRM)Procedure


1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Architecture and Technology Middleware Data Exchange Initial Load Monitor Objects 2 . I n t h e Object Name field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the status of all downloaded objects.

Result
The replication is complete if all objects have the status Done. In case of problems during replication, call the transaction SMWP (MiddlewarePortal) and search for error states in the area Runtime Information .For a detailed error handling see section Tips and Tricks for the ReplicationProcess at the end of this guide. S A P A G P a g e 4 3 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

.3.3Tips and Tricks for the Replication Process


Please see SAP Note 430980 for the latest error analysis procedure.

3 . 3 . 1 O b j e c t

M a n a g e m e n t .3.3.1.1Changing Block Size

Please check the Delta Guide. Use The block size specifies the number of object instances that will be selected and forwarded ina single operation. The block size is set by the system. The default value only has to bechanged if there are problems (for example, memory overflow when making selection in theECC system).

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AC1 SAP CRM menu Middleware Data Exchange Object Management Business Objects 2 . I n t h e Object Overview screen choose Display Change .3.Select the object for which the block size should be changed and select the button Filters .4 . C h a n g e t h e e n t r y i n t h e f i e l d Block Size .

.3.3.1.2Defining Filters for Objects


Please check the Delta Guide.

Use
Under Filter Settings you can set filters for a business object. For Customizing and conditionobjects the filters can be defined only using tables/structures and the table-related filter symbol. If you use more than one filter entry per object, filters to the same table field arelinked with an OR. Filters to different table fields are linked by AND.The filter condition VKORG = 0001, VKORG = 0002 results in a set that contains both the firstand second sales organization.The filter condition VKORG = 0001, VTWEG = 01 results in objects that fulfill both conditionsat the same time.

Procedure
1.Access the activity options: S A a 4 o 5 SAP Best Practices using one of the following navigation A G g 4 f 2 P P e

CRM Master and Transaction Data Replication (C03): Configuration Guide Transaction code R3AC1 SAP CRM menu Middleware Data Exchange Object Management Business Objects 2.Mark a business object and choose Details .3 . C h o o s e Filter Settings. 4.Enter the data for the following fields: F i e l d P r o c e d u r e Source site Use the input help to select the site you want to set the filter criteria for. For example, for an initial data transfer from SAPECC, this is the ECC System from which the data is to betransferred.Note: The selection is dependent on the allowed flow contexts(SMOFINICON).T a b l e U s e t h e i n p u t h e l p t o s e l e c t a t a b l e , f o r e x a m p l e , K N A 1 f o r customer master.F i e l d U s e t h e i n p u t h e l p t o s e l e c t a f i e l d . O P ( O p e r a t o r ) S e l e c t a n o p e r a t o r . L O W S p e c i f y t h e l o w e r l i m i t f o r t h e f i l t e r c o n d i t i o n . I f t h e f i e l d y o u selected is a date field, enter the date with the formatYYYYMMDD. Leading zeros should be used as values for example, for customer and material numbers.H I G H S p e c i f y t h e u p p e r l i m i t . I n c l . / E x c l . S p e c i f y w h e t h e r t h e s t a t e d v a l u e / i n t e r v a l r a n g e s h o u l d b e included or not.Inclusive: the resulting set lies within the range.Exclusive: The resulting set lies outside the range.I n a c t i v e S e t y o u r f i l t e r c o n d i t i o n s t o a c t i v e . 5 . S a v e y o u r e n t r i e s . The Generate Filter pushbutton located below the menu is only used for regenerating filter modules for selected objects, and should only be used inexceptional cases.

The fields for filtering are available predefined for the objects. You will find thevalues allowed for each object when you make your selection.

Some objects are delivered with predefined filters. SAP recommends that you donot change or delete. If necessary, you should define new filters. The purpose of filters is to reduce the size of the dataset transferred. You can find the predefinedfilters in the change functions of the Adapter Framework and in table SMOFFILTAB.

Filters from CRM to CDB are currently not supported; only filters from ECC OLTPto CRM are supported.

Filter conditions are only stored locally and are not contained in the transport of adapter objects. In this way filters are not transported from the development systemto the production system. This is because filter conditions are site-specific and aredefined differently in the development system to the production system. New filter settings have to be defined in each system. S A P A G P a g e 4 5 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

3.3.2Improving Performance During Replication


Please check the Delta Guide.

Use
The initial download of objects such as the material master data can lead to performanceproblems.

Procedure
In order to improve performance, apply SAP Note 0350176.

3.3.3Monitoring and Error Analysis for Replication


Please check the Delta Guide. Several tools for monitoring can be used to check the status of the replication.

.3.3.3.1Monitoring Download Status


Please check the Delta Guide.

Use
The list Monitor Objects shows the current download status ( Running, Wait, Done ) for previously selected objects.

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Middleware Monitoring Data Exchange Monitor Objects 2.Enter either an object name or an object name area or use the F4 input help.Leave the selection empty if you want to display all objects.3 . U n d e r Additional Selection Criteria you can select by the current status: Abort , Waiting ,

Running or Done. 4 . C h o o s e Execute .5 . O n t h e Monitor Download Objects screen you get the following information that gives youhints about the correctness of the download for each object. F i e l d V a l u e C h e c k b o x S e t t h e i n d i c a t o r t o s e l e c t a t r a n s f e r o b j e c t f o r f u r t h e r processing.S t a t u s T h e f o l l o w i n g v a l u e s a r e p o s s i b l e :

Red (waiting) i.e. not yet started or aborted S A P A G P a g e 4 6 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

Yellow ( Running )

Green ( Done )Object nameP ( P a r e n t ) I f t h i s i n d i c a t o r i s s e t , t h e r e i s a s u p e r o r d i n a t e o b j e c t i n t h e transfer.D a t e D a t e o f t h e l a s t t r a n s f e r b l o c k . Time Start time of the last transfer block.B l o c k N o . T h e b l o c k n u m b e r i n d i c a t e s h o w m a n y b l o c k s h a v e a l r e a d y been downloaded.If, for example, the block size has been set to 100, then blocknumber 15 means that 1,500 objects have already been postedon the CRM Server database.A t t e m p t T h i s f i e l d s h o w s t h e n u m b e r o f a t t e m p t e d t r a n s f e r s . S o u r c e S i t e S p e c i f i c a t i o n o f t h e R F C O L T P d e s t i n a t i o n . D e s t i n a t i o n S p e c i f i c a t i o n o f t h e C R M s y s t e m o r C D B 6.If an object will not start (red light and status = Waiting ), check if the object is dependent(field Subobject

). Only if the parent object has been loaded successfully, can dependentobjects be started, e.g. Material can only be downloaded once Customer has beendownloaded, since there are materials dependent on customers.7.If an object has not changed in the Monitor for a long time, (e.g. no increase in block numbers for the last five minutes), ascertain the reason first and then try to download theobject again.In this case you should run the following activities to detect the error.

.3.3.3.2General Analysis Steps


Please check the Delta Guide. Carry out the following steps:1.Make sure the highest available Plug -In (PI) Support Packages plus Core SupportPackages are installed in the OLTP in the same way as on the CRM/EBP server.2.Check the setting for ECC table CRMRFCPAR (see chapter Maintaining TableCRMRFCPAR ).3.Check the RFC connections from CRM to ECC and vice versa.

.3.3.3.3Monitoring Outbound Queue


Please check the Delta Guide.

Procedure
1.Access the activity using the following navigation option: Transaction code SMQ12.To display a list of the queues, enter the client, queue name (for example *) and thequeue destination (for example *). S A P A G P a g e 4 7 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 3 . C h o o s e Execute .4.To display the status, select the queue and choose Display selection (F7).5.Call a specific outbound queue, select it and choose Display Selection (F7) .6.To display details on a queue, double-click the field Queue name .7.If the queue was stopped because of capacity overload, use F6 to restart the queue.8.If a second start of the queue is not successful, call the short dump analysis in the CRMsystem.

.3.3.3.4Monitoring Inbound Queue


Please check the Delta Guide.

Procedure
1.To view the inbound queues in the CRM system and their status, choose one of thefollowing navigation options: Transaction code SMQ2 SAP CRM menu Middleware

Monitoring Queues Display Inbound RFC Queues 2.Enter the client and the queue name (for example *). 3 . C h o o s e Execute .4.To display the status, select the queue and choose Display selection (F7).5 . W h e n y o u d o u b l e - c l i c k t h e f i e l d Status , additional detailed information is generated.6.To display details on a queue, double-click the Queue name field.7.On the queue details screen, a red entry in the field Status indicates an error.8 . I f t h e q u e u e h a s s t a t u s STOP, this is a Customizing problem in the CRM application.9.When you double-click on the status field entry detailed information is displayed.

.3.3.3.5Analyzing BDOC Messages


Please check the Delta Guide.

Use
By analyzing the BDOC messages you get information about incorrect settings in the CRMsystem that influence the replication.

Procedure
1.Access the activity using one of the following navigation options: Transaction code SMW01 SAP CRM menu Middleware Monitoring Message Flow Display BDOC Messages 2.Specify date and time of the relevant period of time. 3 . C h o o s e Execute . S A P A G P a g e 4 8 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide 4.BDOC messages with status beginning with E (red traffic light) need manual correctionand retry.5 . S e l e c t t h e m e s s a g e a n d c h o o s e Errors .6.Here you find notes regarding CRM setting problems.

.3.3.3.6Checking Transactional RFC Requests


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation options: Transaction code SM58 SAP CRM menu Middleware Monitoring Transactional RFC Display Transactional RFC Requests 2.On the initial screen Transactional RFC , specify dates for the display period.3.Fill in the remaining fields. Alternatively, enter *.4 . C h o o s e Execute .5.To display further details, drill down in t he log.

.3.3.3.7Analyzing ABAP Dumps


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation options: Transaction code ST22 SAP CRM menu Middleware Monitoring Performance Exceptions/Users Exceptions Dump Analysis 2.Specif y the period (today, yesterday). 3 . C h o o s e Display list (F8).4.To display the ABAP short dump description, select one of the short dumps and choose Dump analysis (F2).

3 . 3 . 4 R e s t a r t
Please check the Delta Guide.

R e p l i c a t i o n

Use
After detecting and solving the replication error you have to restart the replication. S A P A G P

a g e 4 9 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide While there are no restrictions for repeating data transfers from ECC to CRM, data transfersfrom CRM to CDB are more serious, because in this case the data has to be distributed. Toavoid inconsistencies between the CDB and mobile application databases, a repeated initialdata transfer from CRM to CDB is prevented. If you are sure that no mobile clients have beensupplied with data or that no data can be extracted again, then a repeated initial data transfer from CRM to CDB can be carried out. To do this you have to change an entry in tableSMOFINICUS.The table contains the following fields:

ObjName: Name of object (corresponds to the object name from table SMOFOBJECT)

BDoc Name: Name of the BDoc

Data Dist.: determines whether data is distributed (selected) or only written to the CDB(empty)

User Name: Name of changer.Table SMOFINICUS is delivered empty. With initial data transfers from CRM to CDB datadistribution is automatically selected. If you are sure that mobile clients have still not beensupplied with data, then the selection for data distribution can be unselected for the requiredobject using the view maintenance for table SMOFINICUS (transaction code SM30). Then anew initial data transfer can be started for this object.Table SMOFINICUS replaces parameter CRM_USE_BULK_DURING_INIT of theconfiguration file SMOFPARSFA .

Procedure
In order to restart the replication you have to run the following steps:1 . C a n c e l i n g download of objects2 . D e l e t i n g o u t b o u n d q u e u e 3 . D e l e t i n g i n b o u n d queue4. Re s t ar t d o wn lo a d

.3.3.4.1Canceling Download of Objects


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation options: Transaction code R3AM1 SAP CRM menu Middleware Monitoring Data Exchange Monitor Objects

2.Enter either an object name or an object name area or use the F4 input help.Leave the selection empty if you want to display all objects.3 . U n d e r Additional Selection Criteria you can select the status: Waiting and Running. 4 . C h o o s e Execute .5 . O n t h e Monitor Download Objects screen select the objects you want to cancel for download.6 . C h o o s e t h e Cancel symbol. S A P A G P a g e 5 0 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide

.3.3.4.2Deleting Outbound Queue


Please check the Delta Guide.

Procedure
1.Access the activity using the following navigation option: Transaction code SMQ12.To display a list of the queues, enter the client, queue name (for example *) and thequeue destination (for example *).3 . C h o o s e Execute .4.To delete an outbound queue, select the queue and choose Delete selected objects.

.3.3.4.3Deleting Inbound Queue


Please check the Delta Guide.

Procedure
1.Access the activity using one of the following navigation options: Transaction code SMQ2 SAP CRM menu Middleware Monitoring Queues Display Inbound RFC Queues 2.To display a list of the queues, enter a queue name (for example *).3 . C h o o s e Execute .4.To delete an inbound queue, select the queue and choose Delete selected objects.

.3.4Checking Delta Replication Events


Please check the Delta Guide.

Use
For all master data objects an automatic delta replication will be activated during the initialdownload, i.e. each modification of a master data object is automatically transferred from theECC into the CRM system. Customizing data is not automatically replicated. You have to runthe delta replication manually or run a background job periodically.The initial load of an object normally performs the activation of delta events automatically.You have to activate the delta events manually only if you need the delta eventsbut have not performed the initial load of an object, for example for salesdocuments.If all relevant objects that will be used in the scenarios have been downloadedsuccessfully, you can skip this activity.

Procedure
1.Access the activity using one of the following navigation options: S A P A G P a g e 5 1 o f 5 2 SAP Best Practices CRM Master and Transaction Data Replication (C03): Configuration Guide Transaction code SE16 SAP ECC menu Basis Tools ABAP Workbench Overview Data Browser 2.In the table name field enter TBE31. 3 . C h o o s e Table Contents (Enter). 4 . C h o o s e Execute (F8). 5.Check the column FUNCT for the relevant entries. For sales documents the relevantentry is: A P P L K F U N C T B C M I D C R S _ S A L E S _ C O L L E C T _ D A T A this entry is in the table, the delta replication for sales documents is switched on.In case you need to activate the delta events manually, run the following activity in the CRMsystem: Transaction code R3AC4 SAP CRM menu Middleware Data Exchange

If

Delta Load from OLTP R/3 Set up Delta Load 1 . C h o o s e Display Change in order to switch to change mode.2 . C h o o s e New Entries. 3.Enter the relevant object class in field Object Class and the RFC destination to the ECCsystem in the field Destination .4. Save your entries.This transaction also maintains database table TBE31 in the ECC system! S A P A G P a g e 5 2 o f 5 2