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CRM 5.0 July 2006 English
CRM Master and Transaction Data Replication (C03) Building Block Configuration Guide
SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany
SAP Best Practices
CRM Master and Transaction Data Replication (C03): Configuration Guide
Copyright © Copyright 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, OpenPower and PowerPC are trademarks or registered trademarks of IBM Corporation. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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CRM Master and Transaction Data Replication (C03): Configuration Guide
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SAP Best Practices
CRM Master and Transaction Data Replication (C03): Configuration Guide
Contents Configuration Guide..................................................................................................................7 1 Purpose..............................................................................................................................7 2 Preparation.........................................................................................................................7 .2.1 Prerequisites...............................................................................................................7 .2.2 SAP Notes .................................................................................................................7 3 Configuration......................................................................................................................8 .3.1 Master Data Replication ECC -> CRM........................................................................8 3.1.1 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)...............................................27 3.1.2 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).................................29 3.1.3 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
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.3.1.3.4 Activating Delta Load (SAP CRM)............................................................31 3.1.4 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)................................................................34 3.1.5 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....................................................................................38 3.2.1 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..............................................................44 3.3.1 Object Management............................................................................................44 .3.3.1.1 Changing Block Size.................................................................................44 .3.3.1.2 Defining Filters for Objects........................................................................44 3.3.2 Improving Performance During Replication.........................................................46 3.3.3 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
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.3.3.3.6 Checking Transactional RFC Requests....................................................49 .3.3.3.7 Analyzing ABAP Dumps...........................................................................49 3.3.4 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
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Configuration Guide 1
Purpose
This building block (Configuration Guide) describes the necessary activities to replicate master 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 by SAP Best Practices. This building block is not required if you run the CRM in a stand-alone mode, that is without an OLTP back-end system. The replication of the following data from the ECC system to the CRM system is described in this guide: •
Master data
•
−
Business partners
−
Contact persons
−
Materials
−
Conditions
Transaction data −
2
Sales documents
Preparation
.2.1 Prerequisites 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 SAP Notes Before you begin the installation and configuration, read the relevant SAP Notes. These SAP Notes contain important information for installation and configuration, and also corrections concerning this building block. Make sure that you have the most up-to-date version of SAP Notes. You can find the SAP Notes on the SAP Service Marketplace (http://service.sap.com/notes) or in SAPNet. SAP Note
Area
Title
CRM-MW-ADP
CRM Server: Analysis in delta data exchange R/3 -> CRM
CRM System 430980
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Configuration
.3.1 Master Data Replication ECC -> CRM 3.1.1
Replicating Business Partners
.3.1.1.1 General Information .3.1.1.1.1 Defining Sources for Business Partner Creation Use A business partner can be created and maintained in different classifications and in different systems depending on the business scenario. The following table describes the business partner usage in the Best Practices scenarios. An entry in the column CRM or ECC indicates that this business partner classification is mandatory in this system for a complete walkthrough of the scenario. Area
Sales
Service
Marketing
Classification Required for
CRM
ECC
CRM
ECC
CRM
Customer
X
X
X
X
X
Consumer
X
X
Prospective customer Competitor
ECC
X X
.3.1.1.1.2 Business Partner Concept ECC CRM Use 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 to CRM and vice versa. a) ECC System • Every business partner has to be assigned to an account group that determines the 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 standard delivery. b) CRM System
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• Business partners in the CRM system are grouped by using classifications which determine: −
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 assigned manually 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 system to the CRM system and vice versa. Thereby you have to: •
Map account groups to classifications and make sure that the required fields in both systems are identical
•
Map the number ranges
.3.1.1.1.3 Defining Number Assignment Strategy for Business Partners Use There are two alternatives for mapping the business partner numbers from the OLTP ECC to the CRM system and vice versa. 1. Choosing different number ranges •
Description • The business partner IDs of ECC and CRM business partners are not identical. • There is always an internal assignment table that maps the ECC business partner ID to the corresponding CRM business partner to ensure a consistent data 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 system is difficult. The OLTP ECC ID is only available for searching and is not displayed in the master data record. •
Procedure • When mapping ECC account groups to CRM business partner groupings and vice versa you choose always internal number assignment in the receiving system, i.e. a business partner that is created in ECC gets automatically a new ID during the replication to the CRM system and vice versa. You can choose the same or different number ranges for the mapping of account group to classification. To avoid misunderstandings, i.e. customers with the same ID are
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not identical, it is recommended to use different number ranges. Example for mapping: CRM System
OLTP ECC
Classification
From number to number
Replication direction
Account group
From number to number
Customer
10001999
Internal number range
0001
1999
Internal number range
Customer
10001999
Internal number range
0001
1999
Internal number range
The first customer created in OLTP ECC gets ID 1 in the OLTP ECC and ID 1000 in the CRM system. If the next customer is created in the CRM system he will get the ID 1001 in the CRM system and ID 2 in the OLTP ECC. 2. Choosing identical number ranges •
Description •
The business partner IDs of ECC and CRM business partners are identical.
• There is always an internal assignment table that maps the ECC business partner ID to the corresponding CRM business partner to ensure a consistent data exchange. •
Advantage/Disadvantages •
(-) The mapping procedure is complicated.
• (-) Duplicate business partner IDs may occur if the mapping is not defined correctly. • (+) Identification of the same business partner in OLTP ECC and CRM system is easy possible because of using the same ID. •
Procedure •
There are two ways to guarantee identical number ranges.
a) Leading system approach Define a leading system for business partner maintenance, i.e. business partners belonging to the same account group or classification are only maintained in the OLTP ECC or in the CRM system exclusively. For example: Customers (account group 0001) are only maintained in the OLTP ECC, consumers (account group 0170) are only maintained in the CRM system. The account group and the mapped classification must have the same number range. For the receiving system external number assignment is required. You have to make sure that business partner creation in the receiving system is prohibited. Example for mapping: CRM System
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OLTP ECC
Classification
From number to number
Replication direction
Account group
From number to number
Customer
1-999
0001
1 -999
External number range
Internal number range (leading)
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Consumer
1000ZZZ
Internal number range (leading)
0170
1000ZZZ
External number range
b) Separate account group approach If the leading system approach is not feasible you can ensure identical number ranges by using different account groups. For example: Customers have to be maintained in the ECC system and in the CRM system in parallel. Define one account group (e.g. 0001) for customers that are created in the ECC system and have to be replicated in the CRM system. Define an additional account group (e.g. Z001) for customers that are created in the CRM system and have to be replicated to the ECC system. Use different number ranges for these account groups and define external number assignment in the receiving system. This approach is not applicable for consumers because there can only be one unique account group for consumers in the ECC system. Therefore you have to choose the leading system approach to ensure identical numbers for consumers in both systems. CRM System
OLTP ECC
Classification
From number to number
Customer
1-999
External number range
Customer
10001999
Internal number range (leading)
Replication direction
Account group
From number to number
0001
1 -999
Internal number range (leading)
Z001
10001999
External number range
In the following only the required activities for implementing the separate account group approach for customers and the leading system approach for consumers are described, i.e. the CRM system is the leading system for the creation of consumers after the initial replication from the ECC system.
.3.1.1.2 Mapping Business Partner Master Data from ECC to CRM Use This step is for the business partner exchange only from ECC to CRM. In the following section you perform all necessary steps to get the business partners from the ECC into the CRM system. In order to map the business partner master data from ECC to CRM you have to run the following activities: 1. Identifying relevant ECC account groups. 2. Defining number ranges for CRM business partners. 3. Defining CRM business partner groupings.
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4. Mapping ECC account group to CRM classification The following table describes all relevant elements that have to be maintained for the mapping of ECC account groups to CRM classifications. It is also mentioned at which activity the element is maintained. It is recommended to maintain this table to keep the overview when running the following activities. ECC
CRM
Step 4
Step 4
Step 3
Step 2
Step 2
Step 2
Accoun t group
Number range
Interval
Number assignment
Classification
Groupin g
Number range
Interval
Number assignment
0001
01
00001000000000999999
Internal or External
Customer
R001
R1
00001000000000999999
External
For the above example, the mapping runs as follows: 1. A business partner for account group 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 00001000000000999999 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 is created with classification Customer and gets the same number because external number assignment is chosen for the CRM number range.
.3.1.1.2.1 Identifying 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 OLTP ECC. For these account groups a mapping has to be defined in the following activities.
Procedure 1. Access the activity using one of the following navigation 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. Choose 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.
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.3.1.1.2.2 Defining 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 create a 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. Choose Change Intervals. For each different number range identified in the activity Identifying Relevant ECC Account Groups create a new number range. 3. Choose Insert Interval and enter the number range according to the ECC number range. 4. Choose the Ext. flag for the number range. 5. Save your entries.
.3.1.1.2.3 Defining CRM Business Partners Groupings (I) (SAP CRM) Please check the Delta Guide.
Use For each number range created in the activity Defining Number Ranges for CRM Business Partners (I) you have to create a grouping. The business partner gets a number from the number 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 CRM system, because business partners belonging to these groupings are not replicated 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
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2. Choose 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: Field
Value
Remarks
Grouping
Y0
Short name (EN)
ECC Customer
Short name (DE)
ECC Kunde
Description (EN)
ECC Customer
Description (DE)
ECC Kunde
Number range
Choose one of the number ranges you have created before.
External
Selected
External number assignment is required.
Choose a name indicating that this grouping is used for the corresponding ECC account group
4. Choose Enter. Int.Std.Grping
Deselected
Ext.Std.Grping
Deselected
5. Save your entries.
.3.1.1.2.4 Creating 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 created Business partners with the classification Consumer: Persons are distributed as business partner master data for consumers to the ECC system (as of release 4.6). The sales area data 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 reference customer. 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. This customer must have consistent sales area data for all sales areas that can be assigned to a consumer 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
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Do not choose an existing customer as reference business partner. The reference customer doesn’t have to be a consumer himself. Create the reference 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 copy this business partner from an existing business partner where typical sales area data is maintained already.
.3.1.1.2.5 Assigning Consumer - Reference Customer (SAP ECC) Please check the Delta Guide. In order to assign one Customer to the reference customer, you have to maintain the Company 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 created There is only one reference customer in a ECC client. This reference customer is implicitly assigned 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 Business Partners Customer Assign Consumer – ref. Customer
2. In the field Ref. customer enter the business partner you have created in the activity Creating Business Partner for Reference Customer. 3. Choose Enter. 4. Save your entries.
.3.1.1.2.6 Mapping ECC Account Groups to CRM Classifications (SAP ECC) Please check the Delta Guide.
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Use For each of the OLTP ECC account groups you have to define a mapping to a CRM business partner 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
PIDE
For each account group you have to specify the classification (for example Consumer) and the grouping (that is, number ranges). 2. In the dialog structure choose ECC CRM: Assign Account Grp to BP Classification. 3. Choose New entries. 4. Enter the following values: Field
Value
Remarks
Account Group
Create an entry for every ECC account group even if no mapping should be defined for this account group
Name
Determined automatically
Classification
Choose the relevant classification to which the account group should be assigned. Leave this field empty if no assignment is necessary, i.e. business partners of this account group don’t have to be replicated to the CRM system. The account group for consumers (e.g. 0170) has to be assigned to the classification Consumer: Person.
Y0
Choose the grouping that was created for this classification.
External
Selected
External number assignment is required to make sure that the business partner numbers are identical in ECC and CRM.
Account Group
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Name
Classification
Grouping
External
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0001
Sold-to party
Customer
Y0
Selected
0002
Goods recipient
Customer
Y0
Selected
0005
Prospective customer
Sales Prospect
Y0
Selected
0006
Competitor
Competitors
Y0
Selected
0170
Consumer
Consumer: Person
Y0
Selected
...
...
...
.3.1.1.3 Mapping Business Partner Master Data from CRM to ECC Please check the Delta Guide.
Use This step is for the business partner exchange only from CRM to ECC. In the following section you perform all necessary steps to get the business partners from the CRM into the ECC system. In order to map the business partner master data from CRM to ECC you have to run the following activities: 1. Defining number ranges for CRM business partners. 2. Defining CRM business partner groupings. 3. Creating ECC business partner number ranges. 4. Creating ECC account groups. 5. Mapping CRM classifications to ECC account groups. The following table describes all relevant elements that have to be maintained for the mapping of CRM classifications to ECC account groups. It is also mentioned at which activity the element is maintained. It is recommended to maintain this table to keep the overview when running the following activities. CRM
ECC
Classification
Groupin g
Number range
Interval
Number assignment
Accoun t group
Number range
Interval
Number assignment
Step 5
Step 2
Step 1
Step 1
Step 1
Step 4/5
Step 3
Step 3
Step 3
Customer
C001
C1
00001000000000999999
Internal or External
Z001
C1
00001000000000999999
External
.... For the above example the mapping runs as follows: 1. A business partner with classification Customer and grouping C001 is created in the CRM system. 2. The grouping C001 has the number range assignment C1 and internal number assignment, i.e. a number is automatically created from the interval 00001000000000999999 for this business partner, e.g. 100002.
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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 ECC system gets the CRM number because external number assignment is chosen for the ECC number range.
.3.1.1.3.1 Defining 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. You can 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. Choose Change Intervals. 3. Choose Insert Interval and enter the new number range. Make sure that this interval is not 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 not be selected. 5. Save your entries.
.3.1.1.3.2 Defining CRM Business Partners Groupings (II) (SAP CRM) Please check the Delta Guide.
Use For each number range created in the activity Defining Number Ranges for CRM Business Partners (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 the number range that is assigned to the grouping.
Procedure 1. Access the activity using the following navigation options: Transaction code
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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. Choose 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: Field
Value 1
Value2
Remarks
Grouping
Y5
Y6
Short name (EN)
CRM Customer
CRM Consumer
Short name (DE)
CRM-Kunde
CRM-Konsument
Description
CRM Customer
CRM Consumer
Description (DE)
CRM-Kunde
CRM-Konsument
Number range
Y5
Y6
Choose one of the number ranges you have created before.
External
Set automatically according to the selected number range
Choose a name indicating that this grouping is used for the corresponding ECC account group
4. Choose Enter. Int.Std.Grping
Deselected
Selected
Ext.Std.Grping
Deselected
Deselected
This field has to be selected only for the grouping that is used for CRM Consumers
5. Save your entries.
.3.1.1.3.3 Creating 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 the OLTP ECC. This is necessary to ensure that business partners created in the CRM system get 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
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SAP ECC IMG menu
Logistics - General → Business Partner → Customers → Control → Define and assign customer number ranges
2. Choose Define Number Ranges for Customer Master. 3. Choose Change Intervals. 4. Choose Insert Interval and enter the number range according to the CRM number range created in the activity Defining CRM Business Partner Number Ranges II. 5. The Ext. flag has to be selected. 6. Save your entries.
.3.1.1.3.4 Creating 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 the replication of business partners from the CRM system to the OLTP ECC you have to define a separate account group for each classification (exception: Consumer: Person) You can’t use the same account groups that you have chosen for the replication from the OLTP 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 in ECC and CRM it is possible that they get the same number. In this case the replication would not work because the customer number that has to be created in the receiving system is already 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 CRM system.
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 following recommendation: CRM Classification
ECC Account Group
Customer
Copy of 0001
Consumer: Organization
Copy of 0001
Consumer: Person
No copy!
Competitor
Copy of 0006
Prospective Customer
Copy of 0005
3. Create the new account groups by copying from the original account group. Select the account group and choose Copy as.
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4. Enter the following values: Field
Value
Remarks
Account Group (ID)
Choose an ID beginning with ‘Z’, e.g. Z001 for the copy of account group 0001.
Account Group (Name)
Choose a name indicating that this account group is used for the mapping of CRM classifications, e.g. CRM Customer for the copy of account group 0001.
Number range
Choose the number range you have created in the activity Creating ECC business partner number ranges for the classification the account group is defined for.
5. Save your entries.
.3.1.1.3.5 Defining 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. Select Set Up Partner Determination for Customer Master 3. Choose Account Groups – Function Assignment 4. Choose New Entries. 5. Enter the following values: Partn. Funct
Account Grp.
SP
SH
BP
PY
6. Save your entries.
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.3.1.1.3.6 Mapping CRM Classifications to ECC Account Groups (SAP ECC) Please check the Delta Guide.
Use For each of the CRM business partner classifications you have to define a mapping to an ECC 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
PIDE
For each account group you have to specify the classification (for example Consumer) and the grouping (that is, number ranges). 2. In the dialog structure choose CRM → R/3: Assign BP Classification to Account Grp. 3. Choose New entries. 4. Enter the mapping according to the following recommendation: a) Consumer: The business partner data that you create in CRM as consumers, it is important to know whether the business partners are organizations or persons. •
Organizations are distributed to the ECC system as business partner master data for customers, and not for consumers. Thus, the sales area data that was copied from 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 CRM system. Do not use an existing account group that you created in the ECC system for customer master records for consumers. • Persons are distributed as business partner master data for consumers to the ECC system (as of release 4.6). The sales area data 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 reference customer. For these data use an existing account group you created as customer master records for consumers in the ECC system.
b) Customer Assign the account group that is relevant in the ECC system for customers. This is also assigned when the business partner is additionally classified as a prospective customer and a competitor in the CRM system. c) Prospective customer Assign the account group that is relevant in the ECC system for prospective customers. This is also assigned when the business partner is additionally classified as a competitor in CRM. d) Competitor 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 reference customer in the ECC system or in case that the release of your ECC system is earlier
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than 4.6, do not assign an account group for these data but use the new account group for both situations: organizations or persons. Mapping CRM Classification
ECC Account Group
Customer
Copy of 0001 (sold-to party)
Consumer: Organization
Copy of 0001 (sold-to party) or Z170 for ECC < 4.6
Consumer: Person
0170 or Z170 for ECC < 4.6
Competitor
Copy of 0006 (competitor)
Prospective Customer
Copy of 0005 (prospective customer
5. Save your entries.
.3.1.1.4 Synchronizing 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 versa you have to synchronize the field settings for business partner, i.e. if a master data record field in the receiving system has the setting Required Entry an upload is only successful if this field maintained in the master data record of the sending system. To avoid replicating problems the required entries of the master data records have to be identical. Please check these entries especially in the following cases: •
You have changed optional entries to required entries in the ECC system or the CRM system.
•
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. Choose Details. 4. Double-click the text 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).
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7. In the 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 the required entries are identical. In order to check if the replication of business partners works in general without regarding problems caused by incomplete master record fields you can set all fields for the relevant account groups to status Optional. After a successful test replication for a single business partner you have to reset these fields to status Required in order to avoid data inconsistencies.
.3.1.1.5 Configuring Field Attributes per Client Procedure 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. Select BUPA (SAP Business Partner). 3. Choose 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. Choose Save. 7. Choose Back.
.3.1.1.6 Replicating 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 CRM system and the ECC system you can download the ECC reference customer to the CRM system and use him as CRM reference business partner. The replication of the reference customer is only relevant to the ECC system release 4.5 or higher. You can directly replicate the reference business customer out of the reference customer transaction in CRM.
Procedure 1. Access the activity using one of the following navigation options:
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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. The reference BP for consumers is downloaded from the ECC System and is inserted in the Reference Business Partner field. 3. Choose Edit. 4. Choose the Reference Customer. 5. Choose 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 Sales Organization / Distribution Channel /Division. 7. Save your entries.
.3.1.1.7 Maintaining 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 business partner 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 transaction CRMM_BUPA_MAP, put the number of reference business partner into the field Business Partner and choose Enter. 4. See whether the field 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 name CRMKUNNR 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 this checks are done, you can start the load of the customers.
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.3.1.1.8 Selecting Customers for Replication (optional) (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 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. Go to the tab Filter Settings. 5. In the field 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. Save your settings. If you specify filter criteria and enter values into numeric fields to narrow the range of objects to be downloaded, make sure you add leading zeros to the value until 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). The material number must have the same format as in the ECC system; check database entries (Table MARA) with transaction code SE17. This is due to differences in field lengths between the CRM system and the ECC back-end system. Do not take into account the field length of the CRM system.
.3.1.1.9 Replicating Customers (SAP CRM) Please check the Delta Guide.
Prerequisites There are some prerequisite configuration objects before you load business partners. Make sure 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
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1. To replicate the customers, either as specified in the filter or all customers, into the CRM system, 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. In the Load Object field, enter CUSTOMER_MAIN. 3. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 4. To run the replication, choose Execute (F8).
.3.1.1.10
Monitoring 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 Data Exchange Initial Load Monitor Objects
2. In the Object Name field, enter the downloaded object to get the download status of this object. You can also make no entry to get the status of all downloaded objects. 3. The replication is complete if all objects have the status Done. In case of problems during replication - Call the transaction SMWP (Middleware Portal) and search for error states in the area Runtime Information. - Refer to section Tips and Tricks for the Replication Process of this guide.
.3.1.1.11
Checking 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 Business Partner
2. Enter the number/name of your business partner. 3. In field Display in Role, choose Sold-to-Party.
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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 following procedure. 7. Call transaction BUSP (Generate Subscreen Containers for Screens). 8. Enter the following values (choose your client):
9. Choose Execute (F8).
3.1.2
Replicating Contact Persons
.3.1.2.1 Replicating Contact Persons (SAP CRM) Please check the Delta Guide.
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. In the Load Object field, enter CUSTOMER_REL. 3. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 4. To run the replication, choose Execute (F8).
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All contact persons for whom the corresponding business partners are not available in CRM are automatically omitted.
.3.1.2.2 Monitoring 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. In the Object Name field, enter the downloaded object to get the download status of this object. 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 (Middleware Portal) and search for error states in the area Runtime Information. For a detailed error handling see section Tips and Tricks for the Replication Process at the end of this guide.
.3.1.2.3 Checking 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. Enter BUT050 in the field Table name. 3. Choose 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 which the corresponding business partner isn’t available in the CRM system are not replicated.
3.1.3
Replicating Customer Hierarchy (Optional)
Please check the Delta Guide.
Use
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You can match the customer hierarchy in the ECC back end to the business partner group in the CRM system.
.3.1.3.1 Replicating Customer Hierarchy (SAP CRM) Please check the Delta Guide.
Procedure 1. Access the activity using one of the following navigation options: Transaction code
R3AS
SAP CRM menu
Middleware Data Exchange Initial Load Start
2. In the Load Object field, enter DNL_BUPA_KNVH. 3. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 4. To run the replication, choose Execute (F8).
.3.1.3.2 Monitoring 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. In the Object Name field, enter the downloaded object to get the download status of this object. 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 (Middleware Portal) and search for error states in the area Runtime Information. For a detailed error handling see section Tips and Tricks for the Replication Process at the end of this guide.
.3.1.3.3 Matching 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:
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Transaction code
BPH_DNL
2. Choose Execute (F8). 3. Check the log file for errors. 4. Choose Save.
.3.1.3.4 Activating 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 is built 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 group hierarchy 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 Business Partner Group Hierarchy Data Exchange of R/3 Customer Hierarchies with the CRM System Activate Delta Load
2. Set flag in field Delta download active. 3. Save your entries.
3.1.4
Replicating Materials
Please check the Delta Guide. Please regard Note 432339 if any errors occur with the replication.
Use 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
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•
Selecting Materials for Replication
•
Replicating Materials
•
Monitoring Replication Status
.3.1.4.1 Checking Material (SAP ECC) Use In this step you check whether the material master that you want to sell in your CRM system is 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
.3.1.4.2 Defining 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 CRM system.
.3.1.4.2.1 Checking 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 Sales Document Item Define Item Category Groups
2. Copy the relevant item categories that you want to use in the CRM system.
.3.1.4.2.2 Copying 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:
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1. Access the activity using the following navigation options: Transaction code
SPRO
SAP CRM IMG menu
CRM Transactions Basic Settings Define Item Category Group
2. On the Item Category Group screen choose New entries. 3. Paste the relevant item category groups of the ECC back end. 4. Save your entries. There are item category groups in the CRM system initially. When copying already 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 the customer name space you will receive a warning message. Confirm this message with Enter if this item category is really required in the CRM system.
.3.1.4.3 Selecting 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 Data Exchange 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. In the field Source Site Name choose OLTP. 5. Specify the material numbers for replication, for example by selecting table MARA and field MATNR. 6. Save your settings. 7. Choose the button Filter Synchr. (see Note 513550). If you specify filter criteria and enter values into numeric fields to narrow the range of objects to be downloaded, make sure you add leading zeros to the value until the full length of the ECC database table field is reached. Material number MARA.MATNR requires 18 digits (000000000010000040). The material number must have the same format like in the ECC system, check database entries with transaction code SE17.
For more details refer to section Defining Filters for Objects of this guide.
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.3.1.4.4 Replicating 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 Data Exchange Initial Load Start
2. In the Load Object field, enter MATERIAL. 3. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 4. To run the replication, choose Execute (F8).
.3.1.4.5 Monitoring 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. In the Object Name field, enter the downloaded object to get the download status of this object. 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 (Middleware Portal) and search for error states in the area Runtime Information. For a detailed error handling see section Tips and Tricks for the Replication Process at the end of this guide.
.3.1.4.6 Checking Materials (SAP CRM) Prerequisites In the Product Maintenance of the CRM system, ensure that the product has entries for Sales and 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.
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If an error message related to marketing attributes occurs when starting transaction COMMPR01 run the report COM_SETTYPE_ATTRIBUTE_40 for attribute conversion as mentioned in the error message.
3.1.5
Replicating Conditions
Procedure In order to replicate conditions you have to make sure that the following activities have been executed: •
Replicating Condition Customizing (refer to section Replicating Condition Customizing)
•
Business partners and material master have been replicated
.3.1.5.1 Checking Conditions (SAP ECC) Use In this step you check whether the pricing conditions exist for the corresponding sales area in the 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
.3.1.5.2 Replicating 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 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. The condition objects for the ECC conditions tables have the pattern DNL_COND_ where XXX is the ECC condition table, for example DNL_COND_A304. 3. You only have to replicate the condition records for your required conditions tables of the pricing procedures.
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4. Choose Multiple Selection beside the Load Object field and enter all required objects in the Single Vals column. 5. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 6. To run the replication, choose Execute (F8).
.3.1.5.3 Replicating 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 Determination
For 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 are not 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 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. Select the download objects DNL_CUST_FGD and DNL_CUST_CND_FG for replicating the customizing for Free Goods and DNL_CUST_PDD and DNL_CUST_CND_PD for replicating the customizing for Product Determination. 3. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 4. To run the replication, choose Execute (F8). 5. Select the download object DNL_COND_N010 for replicating the conditions for Free Goods and DNL_COND_D001 for replicating the conditions for Product Determination. 6. In the Source Site field enter OLTP and in the Destination Site field enter CRM. 7. To run the replication, choose Execute (F8).
.3.1.5.4 Monitoring 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. In the Object Name field, enter the downloaded object to get the download status of this object. You can also make no entry to get the status of all downloaded objects.
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Result The replication is complete if all objects have the status Done. In case of problems during replication, call transaction SMWP (Middleware Portal) and search for error states in the area Runtime Information. For a detailed error handling see section Tips and Tricks for the Replication Process at the end of this guide.
.3.1.5.5 Checking 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: Transaction code
CND_MAP_LOG_DISPLAY
2. Enter COND_EXCHANGE in the field Object and CONDITIONS in the field Subobject. 3. Check the log file for errors. You can also compare the content of the ECC condition tables with the corresponding CRM condition tables. The CRM condition tables have the prefix CNCCRMPRSAPXYZ where XYZ is the number of the ECC condition table, e.g. the ECC table A005 is mapped to the CRM table CNCCRMPRSAP005.
.3.1.5.6 Displaying Condition Types in Product Conditions (SAP CRM) Use The purpose of this task is to make your downloaded ECC-condition types (for example PR00) 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 navigation 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. Double-click on folder Condition Maintenance Group: Detail. 4. Now you can see the permitted conditions and tables displayed in the product conditions. 5. Note the highest used counter. 6. Choose New Entries. 7. Make the following entries: Counter
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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, Price
8. Save your settings.
Result The downloaded conditions are now visible in the CRM product conditions.
.3.1.5.7 Checking 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 pricing procedure control data for completeness.
.3.2 Transaction Data Replication 3.2.1
Replicating Sales Documents
Please check the Delta Guide.
Use The download of existing sales documents, for example sales orders into the CRM system, is important to access existing documents and to be able to send sales documents that have been created on the Mobile Client back to the Mobile application after changes have been made to the documents in the back-end system.
.3.2.1.1 Number Ranges for Sales Documents Please check the Delta Guide.
Use
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In order to keep the sales document number identical when replicating sales documents from the CRM system to the ECC system and vice versa the number ranges of the CRM system and the ECC system have to be synchronized. A prerequisite for having identical numbers is the usage of external number assignment in the receiving system. To avoid duplicate sales document numbers when creating sales documents in parallel in both systems you have to maintain separate number ranges in the ECC system and the CRM system. The following table describes a valid mapping of the number ranges. These number ranges are 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 as described in the following sections. ECC System
Replication Direction
Number Range
Interval
Assignment
01
00000000010004999999
Internal
02
0005000000000599999
External
CRM System Number Range
Interval
Assignment
13
00000000010004999999
External
01
00050000000005999999
Internal
.3.2.1.1.1 Defining 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 Sales Documents Header Define Number Ranges for Sales Documents
2. Choose Change Intervals. 3. For each CRM number range for sales documents a corresponding ECC number range with external number assignment is required. 4. Choose Create Intervals to create a new number range. The interval limits have to be identical with the interval limits of the CRM system.
.3.2.1.1.2 Defining Number Ranges for CRM Sales Documents (SAP CRM) Please check the Delta Guide.
Procedure 1. Access the activity using the following navigation options:
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Transaction code
SPRO
SAP CRM IMG menu
Customer Relationship Management Transactions Basic Settings Define Number Ranges
2. Choose Number Ranges for Sales Transactions. 3. For each ECC number range for sales documents a corresponding CRM number range with external number assignment is required. 4. Choose Create Intervals to create a new number range. The interval limits have to be identical with the interval of the ECC system.
.3.2.1.2 Defining 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 and vice versa, the settings for document processing must match the business control in both systems. This means that for sales documents a sales document type of the same name must exist in the ECC system for the transaction type in the CRM system. The same applies for item categories, 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 to maintain 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 from the CRM system to the ECC system the procedure is analogous.
.3.2.1.2.1 Identifying ECC Sales Document Types (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 Sales Documents Header Define Sales Document Types
2. Note down your customer-specific sales document types for which sales documents have to be replicated to the CRM system.
.3.2.1.2.2 Identifying ECC Item Categories (SAP ECC) Please check the Delta Guide.
Procedure
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1. Access the activity using the following navigation options: Transaction code
SPRO
SAP ECC IMG menu
Sales and Distribution Sales Sales Documents Sales Documents Item Define Item Categories
2. Note down your customer-specific item categories for which sales documents have to be replicated to the CRM system.
.3.2.1.2.3 Defining 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 that is relevant to the replication. The identifier of the CRM transaction type and the ECC document 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.
.3.2.1.2.4 Defining 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 to the replication. The identifier of the CRM item category and the ECC item category must be 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 category with the ECC item category settings. 4. See the IMG documentation of this IMG activity for details.
.3.2.1.2.5 Defining Item Category Determination (SAP CRM) Please check the Delta Guide.
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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 preceding activity. 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.
.3.2.1.3 Selecting Sales Documents for Replication (SAP CRM) Prerequisites Please apply SAP Note 486277 in the CRM system before starting the replication of sales documents.
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. Set the filter for the business object SALESDOCUMENT by clicking on the filter symbol. 4. In the field 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: Table/structure
Field
OP
Low
VBAK
ERDAT
Greater or equal than
in format YYYYMMDD (e.g. 20010418)
Without this entry the download will not be successful. 7. Choose Regenerate Filter. 8. Save your entries. If you specify filter criteria and enter values into numeric fields to narrow the range of objects to be downloaded, make sure you add leading zeros to the value until the full length of the ECC database table field is reached.
For more details refer to section Defining Filters for Objects of this guide.
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.3.2.1.4 Starting Replication of Sales Documents (SAP CRM) Prerequisites Change the date profile 000000000004 Sales Order (or the corresponding date profile which is used by your transaction type). Note 543686 describes the procedure how to change the date profile exemplary for the service 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 going to 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. In the Load Object field, enter SALESDOCUMENT. 3. In the Source Site (Sender) field enter OLTP and in the Destination Site (Receiver) field enter CRM. 4. To run the replication, choose Execute (F8).
Only those sales documents being created with business partners and materials that already existed in the CRM system are going to be downloaded to the CRM system.
.3.2.1.5 Monitoring 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. In the Object Name field, enter the downloaded object to get the download status of this object. 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 (Middleware Portal) and search for error states in the area Runtime Information. For a detailed error handling see section Tips and Tricks for the Replication Process at the end of this guide.
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.3.3 Tips and Tricks for the Replication Process Please see SAP Note 430980 for the latest error analysis procedure.
3.3.1
Object Management
.3.3.1.1 Changing Block Size Please check the Delta Guide.
Use The block size specifies the number of object instances that will be selected and forwarded in a single operation. The block size is set by the system. The default value only has to be changed if there are problems (for example, memory overflow when making selection in the ECC 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. In the Object Overview screen choose Display Change. 3. Select the object for which the block size should be changed and select the button Filters. 4. Change the entry in the field Block Size.
.3.3.1.2 Defining Filters for Objects Please check the Delta Guide.
Use Under Filter Settings you can set filters for a business object. For Customizing and condition objects 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 are linked 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 first and second sales organization. The filter condition VKORG = 0001, VTWEG = 01 results in objects that fulfill both conditions at the same time.
Procedure 1. Access the activity using one of the following navigation options:
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Transaction code
R3AC1
SAP CRM menu
Middleware Data Exchange Object Management Business Objects
2. Mark a business object and choose Details. 3. Choose Filter Settings. 4. Enter the data for the following fields: Field
Procedure
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 SAP ECC, this is the ECC System from which the data is to be transferred. Note: The selection is dependent on the allowed flow contexts (SMOFINICON).
Table
Use the input help to select a table, for example, KNA1 for customer master.
Field
Use the input help to select a field.
OP (Operator)
Select an operator.
LOW
Specify the lower limit for the filter condition. If the field you selected is a date field, enter the date with the format YYYYMMDD. Leading zeros should be used as values for example, for customer and material numbers.
HIGH
Specify the upper limit.
Incl./Excl.
Specify whether the stated value/interval range should be included or not. Inclusive: the resulting set lies within the range. Exclusive: The resulting set lies outside the range.
Inactive
Set your filter conditions to active.
5. Save your entries. The Generate Filter pushbutton located below the menu is only used for regenerating filter modules for selected objects, and should only be used in exceptional cases. • The fields for filtering are available predefined for the objects. You will find the values allowed for each object when you make your selection. • Some objects are delivered with predefined filters. SAP recommends that you do not 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 predefined filters 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 OLTP to 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 system to the production system. This is because filter conditions are site-specific and are defined differently in the development system to the production system. New filter settings have to be defined in each system.
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3.3.2
CRM Master and Transaction Data Replication (C03): Configuration Guide
Improving Performance During Replication
Please check the Delta Guide.
Use The initial download of objects such as the material master data can lead to performance problems.
Procedure In order to improve performance, apply SAP Note 0350176.
3.3.3
Monitoring and Error Analysis for Replication
Please check the Delta Guide. Several tools for monitoring can be used to check the status of the replication.
.3.3.3.1 Monitoring 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. Under Additional Selection Criteria you can select by the current status: Abort, Waiting, Running or Done. 4. Choose Execute. 5. On the Monitor Download Objects screen you get the following information that gives you hints about the correctness of the download for each object. Field
Value
Checkbox
Set the indicator to select a transfer object for further processing.
Status
The following values are possible: •
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Red (waiting) i.e. not yet started or aborted
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•
Yellow (Running)
•
Green (Done)
Object name P (Parent)
If this indicator is set, there is a superordinate object in the transfer.
Date
Date of the last transfer block.
Time
Start time of the last transfer block.
Block No.
The block number indicates how many blocks have already been downloaded. If, for example, the block size has been set to 100, then block number 15 means that 1,500 objects have already been posted on the CRM Server database.
Attempt
This field shows the number of attempted transfers.
Source Site
Specification of the RFC OLTP destination.
Destination
Specification of the CRM system or CDB
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 dependent objects be started, e.g. Material can only be downloaded once Customer has been downloaded, 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 the object again. In this case you should run the following activities to detect the error.
.3.3.3.2 General 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 Support Packages 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 Table CRMRFCPAR). 3. Check the RFC connections from CRM to ECC and vice versa.
.3.3.3.3 Monitoring Outbound Queue Please check the Delta Guide.
Procedure 1. Access the activity using the following navigation option: Transaction code
SMQ1
2. To display a list of the queues, enter the client, queue name (for example *) and the queue destination (for example *).
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3. Choose 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 CRM system.
.3.3.3.4 Monitoring Inbound Queue Please check the Delta Guide.
Procedure 1. To view the inbound queues in the CRM system and their status, choose one of the following 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. Choose Execute. 4. To display the status, select the queue and choose Display selection (F7). 5. When you double-click the field 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. If the queue has status STOP, this is a Customizing problem in the CRM application. 9. When you double-click on the status field entry detailed information is displayed.
.3.3.3.5 Analyzing BDOC Messages Please check the Delta Guide.
Use By analyzing the BDOC messages you get information about incorrect settings in the CRM system 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. Choose Execute.
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4. BDOC messages with status beginning with E (red traffic light) need manual correction and retry. 5. Select the message and choose Errors. 6. Here you find notes regarding CRM setting problems.
.3.3.3.6 Checking 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. Choose Execute. 5. To display further details, drill down in the log.
.3.3.3.7 Analyzing 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. Specify the period (today, yesterday). 3. Choose 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
Restart Replication
Please check the Delta Guide.
Use After detecting and solving the replication error you have to restart the replication.
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While there are no restrictions for repeating data transfers from ECC to CRM, data transfers from CRM to CDB are more serious, because in this case the data has to be distributed. To avoid inconsistencies between the CDB and mobile application databases, a repeated initial data transfer from CRM to CDB is prevented. If you are sure that no mobile clients have been supplied 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 table SMOFINICUS. 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 data distribution is automatically selected. If you are sure that mobile clients have still not been supplied with data, then the selection for data distribution can be unselected for the required object using the view maintenance for table SMOFINICUS (transaction code SM30). Then a new initial data transfer can be started for this object. Table SMOFINICUS replaces parameter CRM_USE_BULK_DURING_INIT of the configuration file SMOFPARSFA.
Procedure In order to restart the replication you have to run the following steps: 1. Canceling download of objects 2. Deleting outbound queue 3. Deleting inbound queue 4. Restart download
.3.3.4.1 Canceling 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. Under Additional Selection Criteria you can select the status: Waiting and Running. 4. Choose Execute. 5. On the Monitor Download Objects screen select the objects you want to cancel for download. 6. Choose the Cancel symbol.
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.3.3.4.2 Deleting Outbound Queue Please check the Delta Guide.
Procedure 1. Access the activity using the following navigation option: Transaction code
SMQ1
2. To display a list of the queues, enter the client, queue name (for example *) and the queue destination (for example *). 3. Choose Execute. 4. To delete an outbound queue, select the queue and choose Delete selected objects.
.3.3.4.3 Deleting 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. Choose Execute. 4. To delete an inbound queue, select the queue and choose Delete selected objects.
.3.4 Checking Delta Replication Events Please check the Delta Guide.
Use For all master data objects an automatic delta replication will be activated during the initial download, i.e. each modification of a master data object is automatically transferred from the ECC into the CRM system. Customizing data is not automatically replicated. You have to run the 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 events but have not performed the initial load of an object, for example for sales documents. If all relevant objects that will be used in the scenarios have been downloaded successfully, you can skip this activity.
Procedure 1. Access the activity using one of the following navigation options:
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Transaction code
SE16
SAP ECC menu
Basis Tools ABAP Workbench Overview Data Browser
2. In the table name field enter TBE31. 3. Choose Table Contents (Enter). 4. Choose Execute (F8). 5. Check the column FUNCT for the relevant entries. For sales documents the relevant entry is: APPLK
FUNCT
BC-MID
CRS_SALES_COLLECT_DATA
If 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 CRM system: Transaction code
R3AC4
SAP CRM menu
Middleware Data Exchange Delta Load from OLTP R/3 Set up Delta Load
1. Choose Display Change in order to switch to change mode. 2. Choose New Entries. 3. Enter the relevant object class in field Object Class and the RFC destination to the ECC system in the field Destination. 4. Save your entries.
This transaction also maintains database table TBE31 in the ECC system!
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