CRM Central Master Data Standalone
Content
CRM Central Master Data Standalone
Contents
Configuration Guide................................................................................................................... 2
1
Purpose........................................................................................................................... 2
2
Preparation ..................................................................................................................... 2
3
2.1
Prerequisites ............................................................................................................ 2
2.2
SAP Notes................................................................................................................ 2
Configuration .................................................................................................................. 2
3.1
Business Partner...................................................................................................... 2
3.1.1
Customers ....................................................................................................... 2
3.1.1.1 Defining Number Ranges ........................................................................... 2
3.1.1.2 Defining Groupings ..................................................................................... 3
3.1.1.3 Execute Report for Changeover Classification........................................... 3
3.1.1.4 Creating Customers .................................................................................... 4
3.1.1.5 Assigning Relationships to Business Partners ........................................... 5
3.1.2
Contact Persons .............................................................................................. 6
3.1.2.1 Defining Number Ranges ........................................................................... 6
3.1.2.2 Defining Groupings ..................................................................................... 7
3.1.2.3 Creating Contact Persons........................................................................... 7
3.1.2.4 Assigning Contact Persons to Customer.................................................... 8
3.1.3
Competitors ..................................................................................................... 9
3.1.3.1 Defining Number Ranges ........................................................................... 9
3.1.3.2 Defining Groupings ..................................................................................... 9
3.1.3.3 Creating Competitors ................................................................................ 10
3.2
Products ................................................................................................................. 10
3.2.1
Checking Application Assignment for Product Hierarchies ........................... 11
3.2.2
Creating a Category Hierarchy...................................................................... 11
3.2.3
Creating a Category for Sales ....................................................................... 12
3.2.4
Assigning Product Hierarchy to Application .................................................. 14
3.2.5
Define Format of Product ID.......................................................................... 14
3.2.6
Defining Number Ranges for Materials ......................................................... 15
3.2.7
Specify Number Assignment Settings ........................................................... 16
3.2.8
Creating Products.......................................................................................... 16
3.3
Conditions .............................................................................................................. 17
3.3.1
Determining Pricing Procedures.................................................................... 17
3.3.2
Creating Conditions ....................................................................................... 18
Configuration Guide
1
Purpose
This configuration guide provides the information you need to set up the configuration of this
building block manually.
2
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.
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 System
450640
3
CRM-MKT-SEG-ATT
Message 'Start report CRM_MKTBP_ZCACL_UPDATE_30'
Configuration
3.1
Business Partner
3.1.1
Customers
3.1.1.1
Defining Number Ranges
Use
You want to create customers with separate external number ranges in CRM.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
CRM 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.
4. Enter the following interval IDs and ranges:
Number range
From number
To number
External
Y5
A
ZZZZZZZZZZ
X
5. Select checkbox Ext if external number range is required.
6. Save your entries.
3.1.1.2
Defining Groupings
Use
You want to create customers with the external number ranges in CRM. You have to define
the grouping and assign the number range to this grouping
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu CRM Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and Groupings
Define Groupings and Assign Number Ranges
2. Choose New Entries.
3. Enter the following values:
Grouping
Short name
Description
Number range
External
Y5
CRM Customers
CRM Customers
Y5
X
Int Std. Grping
4. Save your entries.
3.1.1.3
Execute Report for Changeover Classification
Use
A report has to be executed to changeover the customer classification from former CRM
releases.
This report has to be executed once even in case of a new installed CRM system.
Otherwise error messages during business partner processing will occur.
See SAP Note 450640 for details.
Procedure
1. Access the activity using the following navigation option:
Transaction code
SA38
2. Enter the report CRM_MKTBP_ZCACL_UPDATE_30 and Execute.
3. Keep the default values and choose Execute.
4. In case of the status message No Suitable Classes Found no further actions are required.
5. In case of other message read the documentation of the report and run the report with
deactivated flag for Testmode.
3.1.1.4
Creating Customers
Use
All SAP Best Practices scenarios require sample customers for creation of transactional data.
These customers are normally replicated from the ECC system into the CRM system.
In case of a standalone CRM system customers have to be created initially in the CRM
system.
Please create customers with business partner IDs and name as listed in the following table:
Business Partner ID
Name
C6120
RIWA
C6000
ADELA
C6100
NAROSA
C6110
FORMIN
C6111
GESON
C6112
RIWA Center
C6113
ADELA Center
C6130
FORMIN Center
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. Choose Create Organization (Ctrl + F5).
3. Choose Create in Role Sold-To Party.
4. Choose Create.
5. Choose Grouping CRM Customers.
6. On the Address tab enter at least values for the fields:
•
Name: Title, Name
•
Search Term
•
Street Address: Street, House Number, Postal Code, City, Country
•
Communication: Language, Telephone, E-Mail, StandardCom Mtd.
7. Choose Sales Area Data.
8. Enter a Sales Area consisting of a combination of Sales Organization and Distribution
Channel..
9. On the Billing tab enter at least values for the fields:
•
Cust.Pric.Procedure
•
Currency
•
Terms of Payment
10. Enter a Sales Area consisting of a combination of Sales Organization, Distribution
Channel and Division.
11. On the Billing tab enter at least values for the fields:
•
Cust.Pric.Procedure
•
Currency
•
Terms of Payment
12. Save your entries.
3.1.1.5
Assigning Relationships to Business Partners
Use
When using the pre-defined partner determination rules in sales transactions the sales
representative is determined automatically via the employee responsible that is assigned to
the customer.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BP
SAP CRM menu
Master Data Business Partners Maintain Business Partner
2. Call the main business partner.
3. Choose Switch Between Display and Change.
4. Choose Relationships.
5. On tab Overview maintain the following entries:
Field Name
Field Entry
Relationship Cat.
Has the Responsible Business Partner
Format
List
Relationship to BP
Frank Reeve (10220)
6. Choose Create.
7. On subscreen Responsible Employee: Usage select the following data:
Field Name
Field Entry
Sales Organization
BP Sales Organization
Distribution Channel
Direct Sales
Partner Function
Person Responsible
8. Choose Continue.
9. Choose Save.
10. Choose Relationships.
11. On tab Overview maintain the following entries:
Field Name
Field Entry
Relationship Cat.
Has the Employee Responsible
Format
List
Relationship to BP
Michael Curtis (10010)
12. Choose Create.
13. On subscreen Responsible Employee: Usage select the following data:
Field Name
Field Entry
Sales Organization
BP Sales Organization
Distribution Channel
Direct Sales
Partner Function
Sales Representative
14. Choose Continue.
15. Choose Save.
Result
An employee has been assigned to a customer as responsible Business Partner.
After the assignment of access sequence Business Partner Relationships: Sold-To-Party to a
partner determination procedure, this employee will always be found automatically as
responsible employee when creating a document (e.g., service order, complaint) for the
respective customer.
3.1.2
Contact Persons
3.1.2.1
Defining Number Ranges
Use
You want to create contact persons with separate number ranges in CRM.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
CRM 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.
4. Enter the following interval IDs and ranges:
Number range
From number
To number
External
Y9
0008000000
0008999999
X
5. Select checkbox Ext if external number range is required.
6. Save your entries.
3.1.2.2
Defining Groupings
Use
You want to create contact persons in CRM. You have to define the grouping and assign the
number range to this grouping
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu CRM Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and Groupings
Define Groupings and Assign Number Ranges
2. Choose New Entries.
3. Enter the following values:
Grouping
Short name
Description
Number
range
Y9
CRM Contact
CRM Contact
Persons
Y9
External
Int Std. Grping
4. Save your entries.
3.1.2.3
Creating Contact Persons
Use
All SAP Best Practices scenarios require sample contact persons for customers for creation
of transactional data.
These customers are normally replicated from the ECC system into the CRM system.
In case of a standalone CRM system contact persons have to be created initially in the CRM
system.
Skip this activity in case of CRM integration with ECC.
Please create contact persons as listed in the following table:
Business Partner ID
Name
8000000
Frank Bauer
8000001
Marian Fisher
8000002
Peter Lemon
8000003
Susan Smith
8000004
Ronald Miller
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. Choose Create Person.
3. Choose Create in Role Contact Person.
4. Choose Create.
5. Choose Grouping CRM Contact Persons.
6. On the Address tab enter at least values for the fields:
•
Name: Title, Name, Correspondence Language
•
Search Term
•
Street Address: Street, House Number, Postal Code, City, Country
•
Communication: Telephone, E-Mail, StandardCom Mtd.
7. Save your entries.
3.1.2.4
Assigning Contact Persons to Customer
Use
Assign the contact person to customers according to the following table:
Customer
Contact Person
C6120
Frank Bauer
C6000
Marian Fisher
C6100
Peter Lemon
C6110
Susan Smith
C6111
Ronald Miller
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. Search for a Business Partner created in section Creating Customer.
3. Choose Change.
4. Choose Relationships.
5. Choose Relationship Cat. Has Contact Person.
6. Enter a contact person created in section Creating Contact Person in field Relationship to
BP.
7. Choose Create
8. On the Contact Person Relationship Create screen enter additional data if required.
9. Choose Continue.
10. Choose Save.
3.1.3
Competitors
Use
In some scenarios, for example Opportunity Management, you can specify competitors.
Competitors can be created in the system as master data. Create a new Business Partner in
the Role Competitor and enter the required data.
3.1.3.1
Defining Number Ranges
Use
You want to create competitors with separate external number ranges in CRM.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
CRM 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.
4. Enter the following interval IDs and ranges:
Number range
From number
To number
External
Y8
0007000000
0007999999
X
5. Select checkbox Ext if external number range is required.
6. Save your entries.
3.1.3.2
Defining Groupings
Use
You want to create competitors with the external number ranges in CRM. You have to define
the grouping and assign the number range to this grouping
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu CRM Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and Groupings
Define Groupings and Assign Number Ranges
2. Choose New Entries.
3. Enter the following values:
Grouping
Short name
Description
Number
range
External
Y8
CRM Competitors
CRM Competitors
Y8
X
Int Std. Grping
4. Save your entries.
3.1.3.3
Creating Competitors
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. Choose Create Organization (Ctrl + F5).
3. Choose Create in Role Competitor.
4. Choose Create.
5. Choose Grouping CRM Competitors.
6. Enter Business Partner ID according to number range, e.g. 7000000
7. On the Address tab enter at least values for the fields:
•
Name: Title, Name
•
Search Term
•
Street Address: Street, House Number, Postal Code, City, Country
•
Communication: Language, Telephone, E-Mail
8. Save your entries.
3.2
Products
Use
Products are goods which are the object of a company's business activities. The product
master provides you with all information on the products that your company purchases and
sells. Product information is used in marketing, sales, and service processes.
Only the products of type material are created in this building block. Products of other types
like Service or Warranty are defined related building blocks, such as CRM Service.
Materials are normally used in a sales process which requires integration with an ECC
system.
In this case materials are often not created in the CRM system but are created initially in the
ECC system and replicated into the CRM system.
The complete maintenance of a material master record including all data for logistics and
financials is only possible in the ECC system.
Materials have to be only created directly in the CRM system if the CRM system is used as a
standalone system. This is applicable to some SAP Best Practices scenarios like Activity
Management or Opportunity Management.
Please skip this section if an ECC integration has been implemented and ECC
materials are replicated into the CRM system.
3.2.1
Checking Application Assignment for Product
Hierarchies
Use
In case of a standalone CRM system no product hierarchies are initially available in the
system. This has to be checked before creating product hierarchies.
Don’t create product hierarchies with ID R3MATCLASS, R3PRODHIER,
R3PRODSTYP manually in the CRM system because these hierarchies are
created automatically in case of an (later) integration with an ECC system.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
COMM_PRAPPLCAT
SAP CRM IMG menu
Cross-Application Components SAP Products Product
Category Assign Category Hierarchies to Applications
2. Double-click on view Assign Hierarchies to Applications.
No entry for application Product should be found here.
3. Choose Back.
Result
If you have found an entry as described above, you can proceed with the creation of the
categories.
3.2.2
Creating a Category Hierarchy
Use
The material master data has to be maintained with special information according to the
transaction in which they are used. Therefore you have to create a product category.
•
Trading Goods:
These materials will be used in sales and service transactions.
The product category with sets and attributes for those kinds of services have to be created.
If you create base hierarchies manually for the product type Material or Service
do not later connect an ECC system to your CRM system without consulting SAP
first. Under no circumstances perform an R/3 Customizing download.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product without
Customizing Transfer from Backend Systems
2. Choose Maintain Categories/Hierarchies.
When creating new data manually for both languages (EN and DE), you need to
maintain translation-sensitive data (descriptions, titles, texts etc.) twice, after
having logged on the system with the appropriate language (EN and/or DE).
3. Choose New Hierarchy.
4. Enter the following data:
Field Name
Field Entry
Hierarchy ID
YBP_CRM_PRODUCTS
Description
BP CRM Products (EN);
BP CRM Produkte (DE)
5. Choose Continue.
6. To create a root category carry out the following steps:
7. Choose New Category.
8. Enter the following data:
Field Name
Field Entry
Category ID
YBP_CRM_PRODTYPE
Short Text
BP CRM Product Types (EN);
BP CRM Produktarten (DE)
9. Choose Enter.
3.2.3
Creating a Category for Sales
Use
The purpose of this activity is the creation of a new category for sales products which are
used in sales scenarios.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
COMM_HIERARCHY
SAP CRM menu
Master Data Products Maintain Categories and Hierarchies
2. Choose Open Hierarchy…
3. Select the new created hierarchy YBP_CRM_PRODUCTS and choose Continue.
4. Choose Display <-> Change.
5. Choose the root category YBP_CRM_PRODTYPE.
6. Choose New Category.
When creating new data manually for both languages (EN and DE), you need to
maintain translation-sensitive data (descriptions, titles, texts etc.) twice, after
having logged on the system with the appropriate language (EN and/or DE).
7. Enter the following data:
Field Name
Field Entry
Category ID
YBP_CRM_SALES
Description
BP CRM Sales Products (EN)
BP CRM Handelswaren (DE)
8. Choose Continue.
9. On the Category tab page maintain the values as shown in the following table (if not
already done):
Category tab page
Basic Data on Category
Product Type
Material
Product / Object Assignment Possible
Product / Object Maintenance: Control Fields
Can Maintain Documents
Can Maint. Conditions
10. On the SetTypes tab page maintain the values as shown in the following table:
SetTypes tab page
Assigned Set Types
Set Type
Description
Position
View ID
COMM_PR_MAT
Basic Data for Materials
10
MATERIAL
COMM_PR_UNIT
Units of Measure
20
MATERIAL
COMM_PR_GTIN
Global Trade Item Number
(GTIN)
30
MATERIAL
COMM_PR_LGTEXT1
Basic Texts
40
MATERIAL
COMM_PR_SHTEXT
Descriptions
30
BASIC
CRMM_PR_TAX
Product Taxes
50
BASIC
Set types for one product type can be assigned only to (one or more categories
within) one hierarchy. If a set type is not offered in the possible entries help, it is
already assigned to (a category of) another hierarchy.
3.2.4
Assigning Product Hierarchy to Application
Use
In order to make the categories visible in the product master the new hierarchy has to be
assigned to the application Product.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product Without
Customizing Transfer from Backend Systems
2. Choose activity Assign Category Hierarchies to Applications.
3. Double-click on the folder Assign Hierarchies to Applications.
4. Choose New Entries.
5. Maintain the values as shown in the following table.
Field Name
Value
Assignment per Product type for Application Product
Application
Product
Hierarchy ID
YBP_CRM_PRODUCTS
6. Choose Save.
3.2.5
Define Format of Product ID
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product without
Customizing Transfer from Backend Systems
2. Choose Define Output Display and Save Type of Product ID.
3. Choose New Entries if no data is displayed.
4. Maintain the values as shown in the following table.
Field Name
Value
Prod. ID Length
18
5. Leave all other fields empty.
It is strongly recommended to specify a maximum length of 18 characters for the
product ID if integration with an ECC system is planned.
Please see documentation of this customizing activity for details.
6. Choose Save.
3.2.6
Defining Number Ranges for Materials
Use
The number assignment customizing defines within which number range intervals a product
ID can or cannot be assigned.
See documentation of IMG activity Customer Relationship Management Cross-Application
Components SAP Product Settings for Product Type Number Assignment
Preliminary Information about Number Assignment for details before defining number ranges.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components SAP Product Settings for
Product Type Number Assignment Define Number Ranges for
Product Type “Material”
2. Initially no number ranges are defined; therefore no intervals are available when you
choose Change Intervals.
3. In order to create an interval you have to choose Maintain (Groups).
4. Choose Group → Insert and define an external number range for this group.
Field Name
Value
Text
BP CRM Sales Products
From number
A
To number
ZZZZZZZZ
5. In order to make sure that a new product of a specific product type gets a number of the
number range of this group you have to assign the product type to this group.
6. Select the group BP CRM Sales Products.
7. Select the product type YBP_CRM_SALES from the Not assigned group section.
It is possible that a newly created category might not appear in this transaction at
once (in group section Not assigned).
In this case just logon to the CRM system again in order to refresh the data.
8. Choose Select Element to mark the product type.
9. Choose Assign Element Group.
10. Save your entries.
3.2.7
Specify Number Assignment Settings
Use
After creating the number ranges you have to make sure the number range is checked when
creating a product in the CRM system.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu Customer Relationship Management Cross-Application
Components SAP Product Settings for Product Type Number
Assignment Specify Number Assignment Settings
2. Choose Prod. Type Material.
3. Choose Details.
4. Enter the following values:
Field Name
Value
Reference Prod. Type
01
ExternalNumberAssgmt
All external IDs are checks against number ranges
Number of Attempts
20
5. Save your entries.
Result
When creating a new product the ID (numeric or alphanumeric) is checked against the
predefined number range.
3.2.8
Creating Products
Use
The SAP BP CRM scenarios for marketing, sales and service require several different
materials.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
COMMPR01
SAP CRM menu
Master Data Products Maintain Products
2. Choose Create Material.
3. Choose Category YBP_CRM_SALES.
4. Choose Continue.
5. Enter the following values:
Field Name
Value
Field Name
Value
Material
<enter a material ID>
Description
<enter a description>
General Tab
Language
<select your language>
Product Description
<enter a description>
Material
Item Cat. Group
NORM
Base Unit of Measure
EA
Sales and Distribution
Sales Organization
BP Sales
Item Category Group
NORM
Sales Text
<enter a sales text>
6. Create materials with the following IDs:
C10010, C10150, C20010, C20011, C20012, C20020, C20030, C20040, C20050.
3.3
Conditions
Use
The pricing for products have to be defined in the CRM system in case of using CRM as a
standalone system.
Please skip this section in case of CRM integration with ECC.
3.3.1
Determining Pricing Procedures
Use
A pricing procedure has to be determined for every combination of sales organization and
distribution channel.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
CRM Basic Functions Pricing Pricing in the Business
Transaction Determine Pricing Procedures
2. Choose New entries (F5).
3. Select your combinations of sales organization, distribution channel, and document
procedure for the transaction type that you are using, customer procedure and pricing
procedure.
Create entries for a standard pricing procedure, e.g. 0CRM01 with Document Pricing
Procedure A for standard sales transaction.
Create entries for a second pricing procedure without tax, e.g. OCRM02 with Document
Pricing Procedure B for sales transactions without taxes, e.g. opportunities.
Only sales organizations are displayed that have the attribute sales organization in the
organizational model.
Sales Org.
Dis Chan
<ID for
sales
organization
BP Sales>
Division
Doc.pric.proc.
Cust.proc.
Proc.
<Distr Channel>
A (Standard)
1 (Standard)
<Distr Channel>
A (Standard)
0CRM01
or customerspecific
procedure
<Distr Channel>
B (Standard)
1 (Standard)
<Distr Channel>
B (Standard)
0CRM02
or customerspecific
procedure
In case you make use of the header division you have to maintain the field
Division, if you make use of the dummy division you have to leave the field
blank!
4. Save your entries.
To ensure the system will find prices for the customer,
even if the customer is not assigned to your customer
pricing procedure, it is important that the field Cust.
Proc (Customer Pricing Procedure) remains empty in
one row of the table Determination of Pricing Procedure
for each combination of sales organization, distribution
channel, document pricing procedure, customer pricing
procedure, and pricing procedure. That is, for every
combination that you create, you must create a copy in
which the field Cust. proc. is left empty.
3.3.2
Creating Conditions
Use
Conditions for the products have to be maintained.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
/SAPCND/GCM
SAP CRM menu
Master Data Prices and Conditions Maintain Conditions
2. Enter the following values:
Field Name
Value
Application
CRM
MaintenanceGrp
PRODPRICES
Maintenance Context
GCM
3. Choose Execute.
4. In the Item Area choose OPRO via selection help.
5. Choose key combination SAP004.
6. Enter the following values:
Field Name
Value
Sales Org
< enter ID for sales org BP Sales>
Dis.Chan.
Y1
Product ID
<enter a CRM product>
Amount
<enter an amount>
Curr.
<enter your currency>
From
<change predefined values if necessary>
Valid To
<change predefined values if necessary>
7. Save your entries.
8. Create a condition with key combination SAP004 for all SAP Best Practices products.
Contents
Configuration Guide................................................................................................................... 2
1
Purpose........................................................................................................................... 2
2
Preparation ..................................................................................................................... 2
3
2.1
Prerequisites ............................................................................................................ 2
2.2
SAP Notes................................................................................................................ 2
Configuration .................................................................................................................. 2
3.1
Business Partner...................................................................................................... 2
3.1.1
Customers ....................................................................................................... 2
3.1.1.1 Defining Number Ranges ........................................................................... 2
3.1.1.2 Defining Groupings ..................................................................................... 3
3.1.1.3 Execute Report for Changeover Classification........................................... 3
3.1.1.4 Creating Customers .................................................................................... 4
3.1.1.5 Assigning Relationships to Business Partners ........................................... 5
3.1.2
Contact Persons .............................................................................................. 6
3.1.2.1 Defining Number Ranges ........................................................................... 6
3.1.2.2 Defining Groupings ..................................................................................... 7
3.1.2.3 Creating Contact Persons........................................................................... 7
3.1.2.4 Assigning Contact Persons to Customer.................................................... 8
3.1.3
Competitors ..................................................................................................... 9
3.1.3.1 Defining Number Ranges ........................................................................... 9
3.1.3.2 Defining Groupings ..................................................................................... 9
3.1.3.3 Creating Competitors ................................................................................ 10
3.2
Products ................................................................................................................. 10
3.2.1
Checking Application Assignment for Product Hierarchies ........................... 11
3.2.2
Creating a Category Hierarchy...................................................................... 11
3.2.3
Creating a Category for Sales ....................................................................... 12
3.2.4
Assigning Product Hierarchy to Application .................................................. 14
3.2.5
Define Format of Product ID.......................................................................... 14
3.2.6
Defining Number Ranges for Materials ......................................................... 15
3.2.7
Specify Number Assignment Settings ........................................................... 16
3.2.8
Creating Products.......................................................................................... 16
3.3
Conditions .............................................................................................................. 17
3.3.1
Determining Pricing Procedures.................................................................... 17
3.3.2
Creating Conditions ....................................................................................... 18
Configuration Guide
1
Purpose
This configuration guide provides the information you need to set up the configuration of this
building block manually.
2
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.
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 System
450640
3
CRM-MKT-SEG-ATT
Message 'Start report CRM_MKTBP_ZCACL_UPDATE_30'
Configuration
3.1
Business Partner
3.1.1
Customers
3.1.1.1
Defining Number Ranges
Use
You want to create customers with separate external number ranges in CRM.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
CRM 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.
4. Enter the following interval IDs and ranges:
Number range
From number
To number
External
Y5
A
ZZZZZZZZZZ
X
5. Select checkbox Ext if external number range is required.
6. Save your entries.
3.1.1.2
Defining Groupings
Use
You want to create customers with the external number ranges in CRM. You have to define
the grouping and assign the number range to this grouping
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu CRM Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and Groupings
Define Groupings and Assign Number Ranges
2. Choose New Entries.
3. Enter the following values:
Grouping
Short name
Description
Number range
External
Y5
CRM Customers
CRM Customers
Y5
X
Int Std. Grping
4. Save your entries.
3.1.1.3
Execute Report for Changeover Classification
Use
A report has to be executed to changeover the customer classification from former CRM
releases.
This report has to be executed once even in case of a new installed CRM system.
Otherwise error messages during business partner processing will occur.
See SAP Note 450640 for details.
Procedure
1. Access the activity using the following navigation option:
Transaction code
SA38
2. Enter the report CRM_MKTBP_ZCACL_UPDATE_30 and Execute.
3. Keep the default values and choose Execute.
4. In case of the status message No Suitable Classes Found no further actions are required.
5. In case of other message read the documentation of the report and run the report with
deactivated flag for Testmode.
3.1.1.4
Creating Customers
Use
All SAP Best Practices scenarios require sample customers for creation of transactional data.
These customers are normally replicated from the ECC system into the CRM system.
In case of a standalone CRM system customers have to be created initially in the CRM
system.
Please create customers with business partner IDs and name as listed in the following table:
Business Partner ID
Name
C6120
RIWA
C6000
ADELA
C6100
NAROSA
C6110
FORMIN
C6111
GESON
C6112
RIWA Center
C6113
ADELA Center
C6130
FORMIN Center
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. Choose Create Organization (Ctrl + F5).
3. Choose Create in Role Sold-To Party.
4. Choose Create.
5. Choose Grouping CRM Customers.
6. On the Address tab enter at least values for the fields:
•
Name: Title, Name
•
Search Term
•
Street Address: Street, House Number, Postal Code, City, Country
•
Communication: Language, Telephone, E-Mail, StandardCom Mtd.
7. Choose Sales Area Data.
8. Enter a Sales Area consisting of a combination of Sales Organization and Distribution
Channel..
9. On the Billing tab enter at least values for the fields:
•
Cust.Pric.Procedure
•
Currency
•
Terms of Payment
10. Enter a Sales Area consisting of a combination of Sales Organization, Distribution
Channel and Division.
11. On the Billing tab enter at least values for the fields:
•
Cust.Pric.Procedure
•
Currency
•
Terms of Payment
12. Save your entries.
3.1.1.5
Assigning Relationships to Business Partners
Use
When using the pre-defined partner determination rules in sales transactions the sales
representative is determined automatically via the employee responsible that is assigned to
the customer.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BP
SAP CRM menu
Master Data Business Partners Maintain Business Partner
2. Call the main business partner.
3. Choose Switch Between Display and Change.
4. Choose Relationships.
5. On tab Overview maintain the following entries:
Field Name
Field Entry
Relationship Cat.
Has the Responsible Business Partner
Format
List
Relationship to BP
Frank Reeve (10220)
6. Choose Create.
7. On subscreen Responsible Employee: Usage select the following data:
Field Name
Field Entry
Sales Organization
BP Sales Organization
Distribution Channel
Direct Sales
Partner Function
Person Responsible
8. Choose Continue.
9. Choose Save.
10. Choose Relationships.
11. On tab Overview maintain the following entries:
Field Name
Field Entry
Relationship Cat.
Has the Employee Responsible
Format
List
Relationship to BP
Michael Curtis (10010)
12. Choose Create.
13. On subscreen Responsible Employee: Usage select the following data:
Field Name
Field Entry
Sales Organization
BP Sales Organization
Distribution Channel
Direct Sales
Partner Function
Sales Representative
14. Choose Continue.
15. Choose Save.
Result
An employee has been assigned to a customer as responsible Business Partner.
After the assignment of access sequence Business Partner Relationships: Sold-To-Party to a
partner determination procedure, this employee will always be found automatically as
responsible employee when creating a document (e.g., service order, complaint) for the
respective customer.
3.1.2
Contact Persons
3.1.2.1
Defining Number Ranges
Use
You want to create contact persons with separate number ranges in CRM.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
CRM 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.
4. Enter the following interval IDs and ranges:
Number range
From number
To number
External
Y9
0008000000
0008999999
X
5. Select checkbox Ext if external number range is required.
6. Save your entries.
3.1.2.2
Defining Groupings
Use
You want to create contact persons in CRM. You have to define the grouping and assign the
number range to this grouping
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu CRM Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and Groupings
Define Groupings and Assign Number Ranges
2. Choose New Entries.
3. Enter the following values:
Grouping
Short name
Description
Number
range
Y9
CRM Contact
CRM Contact
Persons
Y9
External
Int Std. Grping
4. Save your entries.
3.1.2.3
Creating Contact Persons
Use
All SAP Best Practices scenarios require sample contact persons for customers for creation
of transactional data.
These customers are normally replicated from the ECC system into the CRM system.
In case of a standalone CRM system contact persons have to be created initially in the CRM
system.
Skip this activity in case of CRM integration with ECC.
Please create contact persons as listed in the following table:
Business Partner ID
Name
8000000
Frank Bauer
8000001
Marian Fisher
8000002
Peter Lemon
8000003
Susan Smith
8000004
Ronald Miller
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. Choose Create Person.
3. Choose Create in Role Contact Person.
4. Choose Create.
5. Choose Grouping CRM Contact Persons.
6. On the Address tab enter at least values for the fields:
•
Name: Title, Name, Correspondence Language
•
Search Term
•
Street Address: Street, House Number, Postal Code, City, Country
•
Communication: Telephone, E-Mail, StandardCom Mtd.
7. Save your entries.
3.1.2.4
Assigning Contact Persons to Customer
Use
Assign the contact person to customers according to the following table:
Customer
Contact Person
C6120
Frank Bauer
C6000
Marian Fisher
C6100
Peter Lemon
C6110
Susan Smith
C6111
Ronald Miller
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. Search for a Business Partner created in section Creating Customer.
3. Choose Change.
4. Choose Relationships.
5. Choose Relationship Cat. Has Contact Person.
6. Enter a contact person created in section Creating Contact Person in field Relationship to
BP.
7. Choose Create
8. On the Contact Person Relationship Create screen enter additional data if required.
9. Choose Continue.
10. Choose Save.
3.1.3
Competitors
Use
In some scenarios, for example Opportunity Management, you can specify competitors.
Competitors can be created in the system as master data. Create a new Business Partner in
the Role Competitor and enter the required data.
3.1.3.1
Defining Number Ranges
Use
You want to create competitors with separate external number ranges in CRM.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
CRM 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.
4. Enter the following interval IDs and ranges:
Number range
From number
To number
External
Y8
0007000000
0007999999
X
5. Select checkbox Ext if external number range is required.
6. Save your entries.
3.1.3.2
Defining Groupings
Use
You want to create competitors with the external number ranges in CRM. You have to define
the grouping and assign the number range to this grouping
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu CRM Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and Groupings
Define Groupings and Assign Number Ranges
2. Choose New Entries.
3. Enter the following values:
Grouping
Short name
Description
Number
range
External
Y8
CRM Competitors
CRM Competitors
Y8
X
Int Std. Grping
4. Save your entries.
3.1.3.3
Creating Competitors
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. Choose Create Organization (Ctrl + F5).
3. Choose Create in Role Competitor.
4. Choose Create.
5. Choose Grouping CRM Competitors.
6. Enter Business Partner ID according to number range, e.g. 7000000
7. On the Address tab enter at least values for the fields:
•
Name: Title, Name
•
Search Term
•
Street Address: Street, House Number, Postal Code, City, Country
•
Communication: Language, Telephone, E-Mail
8. Save your entries.
3.2
Products
Use
Products are goods which are the object of a company's business activities. The product
master provides you with all information on the products that your company purchases and
sells. Product information is used in marketing, sales, and service processes.
Only the products of type material are created in this building block. Products of other types
like Service or Warranty are defined related building blocks, such as CRM Service.
Materials are normally used in a sales process which requires integration with an ECC
system.
In this case materials are often not created in the CRM system but are created initially in the
ECC system and replicated into the CRM system.
The complete maintenance of a material master record including all data for logistics and
financials is only possible in the ECC system.
Materials have to be only created directly in the CRM system if the CRM system is used as a
standalone system. This is applicable to some SAP Best Practices scenarios like Activity
Management or Opportunity Management.
Please skip this section if an ECC integration has been implemented and ECC
materials are replicated into the CRM system.
3.2.1
Checking Application Assignment for Product
Hierarchies
Use
In case of a standalone CRM system no product hierarchies are initially available in the
system. This has to be checked before creating product hierarchies.
Don’t create product hierarchies with ID R3MATCLASS, R3PRODHIER,
R3PRODSTYP manually in the CRM system because these hierarchies are
created automatically in case of an (later) integration with an ECC system.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
COMM_PRAPPLCAT
SAP CRM IMG menu
Cross-Application Components SAP Products Product
Category Assign Category Hierarchies to Applications
2. Double-click on view Assign Hierarchies to Applications.
No entry for application Product should be found here.
3. Choose Back.
Result
If you have found an entry as described above, you can proceed with the creation of the
categories.
3.2.2
Creating a Category Hierarchy
Use
The material master data has to be maintained with special information according to the
transaction in which they are used. Therefore you have to create a product category.
•
Trading Goods:
These materials will be used in sales and service transactions.
The product category with sets and attributes for those kinds of services have to be created.
If you create base hierarchies manually for the product type Material or Service
do not later connect an ECC system to your CRM system without consulting SAP
first. Under no circumstances perform an R/3 Customizing download.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product without
Customizing Transfer from Backend Systems
2. Choose Maintain Categories/Hierarchies.
When creating new data manually for both languages (EN and DE), you need to
maintain translation-sensitive data (descriptions, titles, texts etc.) twice, after
having logged on the system with the appropriate language (EN and/or DE).
3. Choose New Hierarchy.
4. Enter the following data:
Field Name
Field Entry
Hierarchy ID
YBP_CRM_PRODUCTS
Description
BP CRM Products (EN);
BP CRM Produkte (DE)
5. Choose Continue.
6. To create a root category carry out the following steps:
7. Choose New Category.
8. Enter the following data:
Field Name
Field Entry
Category ID
YBP_CRM_PRODTYPE
Short Text
BP CRM Product Types (EN);
BP CRM Produktarten (DE)
9. Choose Enter.
3.2.3
Creating a Category for Sales
Use
The purpose of this activity is the creation of a new category for sales products which are
used in sales scenarios.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
COMM_HIERARCHY
SAP CRM menu
Master Data Products Maintain Categories and Hierarchies
2. Choose Open Hierarchy…
3. Select the new created hierarchy YBP_CRM_PRODUCTS and choose Continue.
4. Choose Display <-> Change.
5. Choose the root category YBP_CRM_PRODTYPE.
6. Choose New Category.
When creating new data manually for both languages (EN and DE), you need to
maintain translation-sensitive data (descriptions, titles, texts etc.) twice, after
having logged on the system with the appropriate language (EN and/or DE).
7. Enter the following data:
Field Name
Field Entry
Category ID
YBP_CRM_SALES
Description
BP CRM Sales Products (EN)
BP CRM Handelswaren (DE)
8. Choose Continue.
9. On the Category tab page maintain the values as shown in the following table (if not
already done):
Category tab page
Basic Data on Category
Product Type
Material
Product / Object Assignment Possible
Product / Object Maintenance: Control Fields
Can Maintain Documents
Can Maint. Conditions
10. On the SetTypes tab page maintain the values as shown in the following table:
SetTypes tab page
Assigned Set Types
Set Type
Description
Position
View ID
COMM_PR_MAT
Basic Data for Materials
10
MATERIAL
COMM_PR_UNIT
Units of Measure
20
MATERIAL
COMM_PR_GTIN
Global Trade Item Number
(GTIN)
30
MATERIAL
COMM_PR_LGTEXT1
Basic Texts
40
MATERIAL
COMM_PR_SHTEXT
Descriptions
30
BASIC
CRMM_PR_TAX
Product Taxes
50
BASIC
Set types for one product type can be assigned only to (one or more categories
within) one hierarchy. If a set type is not offered in the possible entries help, it is
already assigned to (a category of) another hierarchy.
3.2.4
Assigning Product Hierarchy to Application
Use
In order to make the categories visible in the product master the new hierarchy has to be
assigned to the application Product.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product Without
Customizing Transfer from Backend Systems
2. Choose activity Assign Category Hierarchies to Applications.
3. Double-click on the folder Assign Hierarchies to Applications.
4. Choose New Entries.
5. Maintain the values as shown in the following table.
Field Name
Value
Assignment per Product type for Application Product
Application
Product
Hierarchy ID
YBP_CRM_PRODUCTS
6. Choose Save.
3.2.5
Define Format of Product ID
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components → SAP Product → Product without
Customizing Transfer from Backend Systems
2. Choose Define Output Display and Save Type of Product ID.
3. Choose New Entries if no data is displayed.
4. Maintain the values as shown in the following table.
Field Name
Value
Prod. ID Length
18
5. Leave all other fields empty.
It is strongly recommended to specify a maximum length of 18 characters for the
product ID if integration with an ECC system is planned.
Please see documentation of this customizing activity for details.
6. Choose Save.
3.2.6
Defining Number Ranges for Materials
Use
The number assignment customizing defines within which number range intervals a product
ID can or cannot be assigned.
See documentation of IMG activity Customer Relationship Management Cross-Application
Components SAP Product Settings for Product Type Number Assignment
Preliminary Information about Number Assignment for details before defining number ranges.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross-Application Components SAP Product Settings for
Product Type Number Assignment Define Number Ranges for
Product Type “Material”
2. Initially no number ranges are defined; therefore no intervals are available when you
choose Change Intervals.
3. In order to create an interval you have to choose Maintain (Groups).
4. Choose Group → Insert and define an external number range for this group.
Field Name
Value
Text
BP CRM Sales Products
From number
A
To number
ZZZZZZZZ
5. In order to make sure that a new product of a specific product type gets a number of the
number range of this group you have to assign the product type to this group.
6. Select the group BP CRM Sales Products.
7. Select the product type YBP_CRM_SALES from the Not assigned group section.
It is possible that a newly created category might not appear in this transaction at
once (in group section Not assigned).
In this case just logon to the CRM system again in order to refresh the data.
8. Choose Select Element to mark the product type.
9. Choose Assign Element Group.
10. Save your entries.
3.2.7
Specify Number Assignment Settings
Use
After creating the number ranges you have to make sure the number range is checked when
creating a product in the CRM system.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu Customer Relationship Management Cross-Application
Components SAP Product Settings for Product Type Number
Assignment Specify Number Assignment Settings
2. Choose Prod. Type Material.
3. Choose Details.
4. Enter the following values:
Field Name
Value
Reference Prod. Type
01
ExternalNumberAssgmt
All external IDs are checks against number ranges
Number of Attempts
20
5. Save your entries.
Result
When creating a new product the ID (numeric or alphanumeric) is checked against the
predefined number range.
3.2.8
Creating Products
Use
The SAP BP CRM scenarios for marketing, sales and service require several different
materials.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
COMMPR01
SAP CRM menu
Master Data Products Maintain Products
2. Choose Create Material.
3. Choose Category YBP_CRM_SALES.
4. Choose Continue.
5. Enter the following values:
Field Name
Value
Field Name
Value
Material
<enter a material ID>
Description
<enter a description>
General Tab
Language
<select your language>
Product Description
<enter a description>
Material
Item Cat. Group
NORM
Base Unit of Measure
EA
Sales and Distribution
Sales Organization
BP Sales
Item Category Group
NORM
Sales Text
<enter a sales text>
6. Create materials with the following IDs:
C10010, C10150, C20010, C20011, C20012, C20020, C20030, C20040, C20050.
3.3
Conditions
Use
The pricing for products have to be defined in the CRM system in case of using CRM as a
standalone system.
Please skip this section in case of CRM integration with ECC.
3.3.1
Determining Pricing Procedures
Use
A pricing procedure has to be determined for every combination of sales organization and
distribution channel.
Procedure
1. Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
CRM Basic Functions Pricing Pricing in the Business
Transaction Determine Pricing Procedures
2. Choose New entries (F5).
3. Select your combinations of sales organization, distribution channel, and document
procedure for the transaction type that you are using, customer procedure and pricing
procedure.
Create entries for a standard pricing procedure, e.g. 0CRM01 with Document Pricing
Procedure A for standard sales transaction.
Create entries for a second pricing procedure without tax, e.g. OCRM02 with Document
Pricing Procedure B for sales transactions without taxes, e.g. opportunities.
Only sales organizations are displayed that have the attribute sales organization in the
organizational model.
Sales Org.
Dis Chan
<ID for
sales
organization
BP Sales>
Division
Doc.pric.proc.
Cust.proc.
Proc.
<Distr Channel>
A (Standard)
1 (Standard)
<Distr Channel>
A (Standard)
0CRM01
or customerspecific
procedure
<Distr Channel>
B (Standard)
1 (Standard)
<Distr Channel>
B (Standard)
0CRM02
or customerspecific
procedure
In case you make use of the header division you have to maintain the field
Division, if you make use of the dummy division you have to leave the field
blank!
4. Save your entries.
To ensure the system will find prices for the customer,
even if the customer is not assigned to your customer
pricing procedure, it is important that the field Cust.
Proc (Customer Pricing Procedure) remains empty in
one row of the table Determination of Pricing Procedure
for each combination of sales organization, distribution
channel, document pricing procedure, customer pricing
procedure, and pricing procedure. That is, for every
combination that you create, you must create a copy in
which the field Cust. proc. is left empty.
3.3.2
Creating Conditions
Use
Conditions for the products have to be maintained.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code
/SAPCND/GCM
SAP CRM menu
Master Data Prices and Conditions Maintain Conditions
2. Enter the following values:
Field Name
Value
Application
CRM
MaintenanceGrp
PRODPRICES
Maintenance Context
GCM
3. Choose Execute.
4. In the Item Area choose OPRO via selection help.
5. Choose key combination SAP004.
6. Enter the following values:
Field Name
Value
Sales Org
< enter ID for sales org BP Sales>
Dis.Chan.
Y1
Product ID
<enter a CRM product>
Amount
<enter an amount>
Curr.
<enter your currency>
From
<change predefined values if necessary>
Valid To
<change predefined values if necessary>
7. Save your entries.
8. Create a condition with key combination SAP004 for all SAP Best Practices products.
