CR1001 Base Customizing Master Data - V1.0

CR1001 Base Customizing Master Data V1.
India SAP CoE, Slide 1
Base Customizing Master Data

PrepareMe
TellMe
5
ShowMe
LetMe
HelpMe

PrepareMe
TellMe
5
ShowMe
LetMe
HelpMe
What is CRM:
Company wide business strategy designed
to reduce costs and increase profitability by
increasing customer loyalty.
CRM brings together information from all
data sources within the organization.
Develop stronger relationship with
customer.
Customer relationships are the heart of the
business success.
Key Benefits of CRM

Shared or Distributed Data
Cost Reduction
Better Customer Service
Increased Customer Satisfaction
Functionality of CRM
Marketing
Sales
Service
Analytics
Business Partner
Organization Management
Partner Processing
Product Master

Business Partner
Organization management
Partner Processing
Product Master
Business Partner
Business Partners are at the center of business transactions, and
thus the center of business interest.
All relevant information on a Business Partner must therefore be
available quickly in consolidated form. This means that a central
view of a business partner over all areas is imperative.
A business partner exists only once, regardless of the business
transaction in which they participate.
For example, if a company is both a customer and a vendor, it is still
one and the same business partner.
However, a business partner can come into contact with a company
in several situations. Depending on the specific business processes
in which a business partner participates, the information required on
the business partner may vary considerably.
A business partner is in contact with other business partners. These
relationships can be very different in nature (for example, a
marriage, contact person, company relationships).
Business Partner
Initial load from
legacy system
External List
Management
(Marketing)
Internet
Self-Registration
People-Centric CRM
BP Master Data
in SAP CRM
Download from
SAP R/3
SAP BW
(Leads)
CRM Field
Applications
CRM Interaction
Center
BP Maintenance
in CRM Enterprise
Examples of Business Partners

Patient
Employee
Loan
recipient
Tenant
Creditor
BP Master Data
in SAP CRM
Vendor
Customer
Debtor
Organizational
Unit

Business Partner
Partner Processing
Product Master
Organizational Management
The Organizational Model in CRM allows for maintaining the company
structure for different scenarios (Sales, Service, and Business-toBusiness Procurement).
You can maintain the company structure including the positions and
employees in an application and assign specific data (attributes) to the
organizational units.
The following application areas in CRM use organizational
management:
Business transaction - Automatic determination of responsible
organizational units based on data in the transaction document
(sales area from R/3)
Partner processing - Partner determination (Partner function,
Employee responsible)
Payment card processing - Automatic determination of the
organizational unit responsible for clearing
Advantages of Org Model

Flexible: The organizational units are not already specified
Time dependent: This enables you to plan organizational
changes in the future
Adaptable and extendable
One structure for Sale,Service & Marketing
Organizational units can take the role of a business partner

Business Partner
Partner Processing
Product Master
Partner Processing
Which partners
must be involved in
Which external
Partners are
involved?
a business transaction?
Are individual
Business
Transaction
partners
found
automatically?
Which internal
partners, for Eg,
Responsible
Employee,
are involved?
Where does the system

look for partners?

Business Partner
Partner Processing
Product Master
PRODUCT MASTER
Products are goods which are the object of a company's
business activities.
Products can be tangible, such as a PC,
or intangible, such as services like PC maintenance.
The product master provides you with all information
on the products that your company purchases and sells.
Product information is used in marketing, sales,
and service processes.

PrepareMe
TellMe
ShowMe
LetMe
5
HelpMe

Business Partner
Partner Processing
Product Master
Business Partner Category

Person
Group
Organization
Business Partner Grouping

Business Partner
Category
Grouping
Business
Partner
Grouping
Number ranges
Freely definable criteria
Standard grouping
A business partner must be assigned to a group

The grouping controls the number range
Internal and external number assignment is possible
The grouping is defined in Customizing
You can make settings for standard groupings
Business Partner Roles
A Role Offers a particular view of the BP Master

Data Sets
Each Role Offers a different

view of the BP Master
Business Partner Classification

mySAP CRM
SAP R/3
BP Role
SP
Partner Role
Classification
Account Group
SH
BP
PY
SP
SH
Customer
0001
BP
PY
Relationships
Used for describing relationships between business partners
Attributes describe relationships
Some relationships are time-dependent
MTR Inc.
Business Partner
No. 0007
MacDonald Inc
Business Partner
No. 420
1 May 2007 31 March 2009

Is shareholder of
80%
Number Range Distribution Between CRM

and R/3
mySAP CRM
SAP R/3
External number range
Internal number range
The Difference SAP R/3 & CRM

SAP R/3
The account group of the
customer master defines the
following:
The number range
Processes a customer can be
used for (partner functions)
Field attributes
mySAP CRM
Grouping Determines the
number range
Roles Provides different views
of BP data, dependent on
different
Processes
Field Grouping determines
the field attributes
Classification is mapped to
SAP R/3 account group

Business Partner
Partner Processing
Product Master
Organizational Objects
Organizational objects are used for the design of organizational
management when creating an organizational model
Organizational unit: Functional unit

of a company
Position: Functional task distribution

of individual items and their report
structure in the Organizational plan
Sales
organization
Sales office
Position
Position
Functions
Functions are possible applications in which the organizational
unit is valid
With the function you can control which attributes are

available and which properties the attributes have.
You can use one organizational structure for
different applications.
Sales
Service
Marketing
Attributes
Organizational Attributes
They are used to define the
type of an organizational unit
One or more organizational
attributes can be assigned to
an organizational unit
For example:
Sales Organization
Sales Office
Sales Group
Service Organization
General Attributes
They are used to define the
responsibilities of an
organizational unit
Several general attributes can
be assigned to an
organizational unit
For example:
Country
Division
Distribution Channel
Postal Code
You always maintain these attributes specifically for a function.

Determining the responsible

organizational unit
Manually
Automatically via
Responsibility
Automatically via
Org Model
Organizational Data Determination

Transaction Type
Organizational Data Profile
Determination Rules
Rule type :Responsibilities
Responsibilities can be
assigned directly
Only organizational units are
necessary; no attributes, no
organizational plan necessary
Rule type :Org attributes

Determination according to the
attributes of the organizational
units
Organizational plan must be
defined; attributes must be
maintained
Organizational Data Profile

Copy it or create a new profile using New entries.
Enter a new description for the profile
Choose Detail
Enter a key for the profile and select a scenario
Assign Determination rules to the organizational data profile

Business Partner
Partner Processing
Product Master
Automatic Partner Determination

1.Create transaction (for example, order)
2.Enter Sold to Party

3.The partners involved are determined by the
system. For example, ship-to party, payer
4.Partner determination time is dependent
on customizing settings
Customizing: Partner Processing

Transactions
Business Partner
Partner Processing
Partner
Function
Category
Partner
Function
Partner
Determination
Procedure
Access
Sequence
Partner Determination Procedure

Partner Determination
Procedure Telesales
Partner Functions
Sold-to party
Ship-to party
Bill-to party
Payer
Mandatory partner?
Determine automatically
or enter manually possibly
several times?
Which search strategy should
be used?
Can the address be changed?
Determination time
Access Sequences
Procedure Telesales
Partner Functions
Sold-to party using access sequence
0001
Ship-to party using access sequence
0002
Contact person using access sequence
0003
Employee responsible using access
sequence 0004
Access 10: preceding document

Access 20: business partner
Access 30: current partner
Access 40: ...
Partner Processing
Transaction Type
Partner Determination Procedure
Partner Functions
Access Sequence
Preceding
Document
Organizational
Data
Business Partner
Relationship
Current
Partner
Mapping CRM Partner functions

to R/3 Partner Roles
mySAP CRM
SAP R/3
Partner Functions
Partner Roles

Business Partner
Partner Processing
Product Master
PRODUCT TYPES
1. Material
2.Warranty
3.Intellectual Property
4.Services
CRM
Product
Master
5.Financing
MAINTAING PRODUCTS
Relationships
?
Attributes & Set Types

Highest Level Category
In hierarchy
Lower Level Category
Set Types
Attributes
Hierarchies and Categories

R3PRODSTY
Hierarchy
(Customer)
High Tech
Standard PC
Computers
Standard PC
Ink Jet
Printers
Monitors
Standard PC
LG Monitor
Laser Jet
Laser IT
Upload & Download of CRM Product Data

Target
Source
SAP R/3 System
mySAP CRM
Direct upload from product maintenance (manual)

Subsequent changes in mySAP CRM are updated
Download of CRM Product Data from SAP R/3

System
Source
Target
SAP R/3 System
1. Initial download (one time)

2. Delta download (permanent)
mySAP CRM

PrepareMe
TellMe
ShowMe
LetMe
5
HelpMe

Business Partner
Partner Processing
Product Master
Business Partner
As depicted in the figure,

Basic Setting for Basic Settings such as
BP Roles, Number ranges etc can be
carried out through Cross Application
Components in IMG
Business Partner
Customizing for Business partner can

also be carried out by IMG CRM
Master Data Business Partner

Business Partner
Partner Processing
Product Master
Organization Model
In CRM 5.0 you can define additional function of
Marketing along with Sales and Service.
Organization Model
Customizing settings for
Org model such as
Creating & Changing Org
Model,
Org Model Determination
etc

Business Partner
Partner Processing
Product Master
Partner Processing
1.
1.Which partners must
be involved in the
transaction?
2.
2.Are the partners

determined
automatically or
completed manually?
3.When are the

partners
determined?
3.Create,Change,Save
Customizing: Partner Processing

1. Define partner functions
2. Define access sequences
3. Define partner
determination procedures
in which you specify an
access sequence
4. Assign the partner
determination procedures
to the required business
transaction types and item
categories.

Business Partner
Partner Processing
Product Master
Structure of CRM Product

Master
Customizing in Product Master

As depicted in the
figure, Basic Setting,
Templates etc can be
carried out through
Cross Application
Components in IMG
Customizing in Product Master

Customizing for
Business partner can
also be carried out by
IMG CRM
Master Data
Product master
Enhancing the Product

Master: Attributes
Enhancing the Product

Master: Set Types
Enhancing the Product Master:

Hierarchy

PrepareMe
TellMe
ShowMe
LetMe
5
HelpMe
Business Partner
Create a Business Partner with Role Sold
to Party.
Create a Business Partner with different
Address Usages.
Create a Business Partner for Different
Sales Area.
Make feel mandatory in a BP role.
Create a new number range and assign it
to a BP role.
Organization Model
Outline an organizational structure using
the organizational unit and position objects
Assign scenarios and attributes to an
organizational unit
Create a determination rule and an
organizational data profile, which are used
for automatic organizational data
determination. Assign the new profile to a
Business Transaction
Define partner functions

Define access sequences
Define partner determination procedures
in which you specify an access
sequence
Assign the partner determination
procedures to the required business
transaction types and item categories.
Product Master
Display the material master in both
CRM and SAP R/3 and familiarize
yourself with product maintenance.
Enhance your product master in CRM
by adding new categories, set types and
attributes.
Include the product in your work list.
Display the relationships for your
product.

PrepareMe
TellMe
ShowMe
LetMe
5
HelpMe
Business Partner
SAP menu Master Data Business
Partners Maintain Business Partner
SAP Menu Master Data Business
Partners Administration Monitoring BP
Data Exchange
SAP Implementation Guide Cross
Application Components SAP Business
Partner Business Partner Basic Settings
Business Partner Roles Define BP Roles
Organization Model
1.
2.
3.
Transaction Code for Org model

Maintain ( Easy Access) PPOMA_CRM
Display ( Easy Access) PPOSA_CRM
Maintain (SPRO) PPOCA_CRM
SAP Menu Master Data Organizational
Model Maintain Org Model
Partner Processing
Menu Path :IMG Customer
Relationship Management Basic
Functions Partner Processing
Define Partner Determination Procedure
IMG Customer Relationship
Management Basic Functions
Partner Processing Define Access
Sequences
Product Master
Transaction for Creating Product master
COMMPR01
Menu Path SAP Easy Access Master
Data Products Maintain Products
Data ProductsMaintain Set Types and
Attributes [COMM_ATTRSET]
Data ProductsMaintain Categories
and Hierarchies [COMM_HIERARCHY]

CR1001 Base Customizing Master Data - V1.0

Загружено:

Сведения о документе

Оригинальное название

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

CR1001 Base Customizing Master Data - V1.0

Загружено:

Авторское право:

Доступные форматы

CR1001 Base Customizing Master Data V1.

India SAP CoE, Slide 1

Base Customizing Master Data

Base Customizing Master Data

India SAP CoE, Slide 4

Key Benefits of CRM

Better Customer Service

Increased Customer Satisfaction

India SAP CoE, Slide 5

India SAP CoE, Slide 6

Base Customizing Master Data

India SAP CoE, Slide 7

Base Customizing Master Data

India SAP CoE, Slide 8

India SAP CoE, Slide 9

Examples of Business Partners

Base Customizing Master Data

India SAP CoE, Slide 12

India SAP CoE, Slide 13

Advantages of Org Model

India SAP CoE, Slide 14

Base Customizing Master Data

India SAP CoE, Slide 15

Where does the system

India SAP CoE, Slide 16

Base Customizing Master Data

India SAP CoE, Slide 17

Base Customizing Master Data

Base Customizing Master Data

India SAP CoE, Slide 20

Business Partner Category

India SAP CoE, Slide 21

Business Partner Grouping

A business partner must be assigned to a group

Business Partner Roles

A Role Offers a particular view of the BP Master

India SAP CoE, Slide 24

Each Role Offers a different

Business Partner Classification

India SAP CoE, Slide 25

1 May 2007 31 March 2009

Number Range Distribution Between CRM

External number range

Internal number range

India SAP CoE, Slide 27

The Difference SAP R/3 & CRM

India SAP CoE, Slide 28

Base Customizing Master Data

India SAP CoE, Slide 29

Organizational unit: Functional unit

Position: Functional task distribution

India SAP CoE, Slide 30

With the function you can control which attributes are

India SAP CoE, Slide 31

You always maintain these attributes specifically for a function.

Determining the responsible

India SAP CoE, Slide 33

Organizational Data Determination

Rule type :Org attributes

Organizational Data Profile

India SAP CoE, Slide 35

Base Customizing Master Data

India SAP CoE, Slide 36