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Documentation

Documentation can be found here: http://service.sap.com/instguides – SAP Components – SAP Solutions for Mobile Business – SAP Mobile Sales for Handheld (with CRM)

Intention

There are many questions regarding this topic in the SAP for Mobile Forum, including my Customizing CRM Mobile Sales for Handheld (MSA). The original documentation coming with the Mobile Sales for Handheld is not very detailed on the customizing of Partner Product Ranges (PPR). They are important because through them it is determined what business partners should be synchronized to the mobile device.

Prerequisites

This should be already up and running:

  • SAP Mobile Engine 2.1 SP 3
  • SAP Mobile Engine 2.1 SP 3 Client
  • SAP CRM 4.0 SP 7
  • CRM Organizational Management

Business Case

In MSO HH the PPRs are used to determine the business partners which should be synchronized to the mobile device. This is done by defining one PPR which holds the User Business Partner numbers. Another PPR selects the Users Favourites Business Partners by a PPR Rule.

Customizing

Check Organizational Structure

First we must check that the User who is going to use MSA HH is attached to a Business Partner. This can be done in Transaction BP by opening the Role Employee and opening the tab Identification. Here the Fields Personnel number and User must be filled:

This Business Partner has to be assigned to a Position which belongs to a Sales Organization. In our example the Position is VKGRP140 which is assigned to Sales Group VKGRP140. This Sales Group is in Sales Office VKBUR1009 which itself belongs to Sales Org VkOrg1000:

Define Partner/Product Range Types

For MSA HH we had to define our own Partner/Product Range Types. This customizing is done at SPRO -> Customer Relationship Management -> Master Data -> Partner/Product Range -> Basic Settings -> Define Partner/Product Range Types. We will define three types:

Type Description
ZHHA Mobile Sales for Handheld – Accounts
ZHHU Mobile Sales for Handheld – Users
ZHHP Mobile Sales for Handheld – Products
Mobile Sales for Handheld – Users

First we had to create the Type for Users because this type is referred in the Type Accounts. First create a new entry in the Customizing table. Leave all fields blank except from Type, Description and PPR Editable:

Save the entry and get back to the Table view. Select the Entry and double click on “PPR Item Reference Types”. Add a new entry from Type “Ref. BPs, Products, Validity Periods”:

Next open “PPR Business Partner Reference Types” and add a new Entry for Reference Type “Business Partner”:

Save the settings.

Mobile Sales for Handheld – Accounts

This type is the most complex. First create a new entry in the Customizing table. Leave all fields blank except from Type, Description and PPR Editable:

Save the entry and get back to the Table view. Select the Entry and double click on “PPR Item Reference Types”. Add a new entry from Type “Ref. BPs, Products, Validity Periods”:

Next open “PPR Business Partner Reference Types” and add a new Entry for Reference Type “Business Partner”, “Rule” and “Partner/Product Range Business Partner”:

Save the setting and select the Line “Partner/Product Range Business Partner”. Double click on “Allowed PPR Types for PPR References”. Add the previous created Type “Mobile Sales for Handheld – Users”:

Save the settings.

Mobile Sales for Handheld – Products

The last Type is “Mobile Sales for Handheld – Products”. Again just enter Type, Description and check “PPR Editable”:

Save the entry and get back to the Table view. Select the Entry and double click on “PPR Item Reference Types”. Add a new entry from Type “Ref. BPs, Products, Validity Periods”:

Save the entry and open “PPR Product Reference Types” and add a new Entry for Reference Type “Product”:

Save again.

Define Rules for Partner/Product Ranges

The Customizing Path for Partner/Product Ranges Rules is: Customer Relationship Management -> Master Data -> Partner/Product Range -> Rules -> Define Rules for Partner/Product Ranges. Open “PPR Business Partner Rule Properties” and enter a new Rule with ID “ZHH_FAV” with Description “Favourites to Handheld”, check “Execute PPR Rule and enter “CRM_HH_PPR_BUPA_FAVORITES” in the Function Module field:

Create Partner/Product Ranges

With the customizing in place we can start to create the Partner/Product Ranges. This is done in Transaction “CRMM_PPR”. We create three PPRs:

Partner/Product Range ID / Item ID Description
ZHH_USERS
  ZHH_USERS_POS
Users for Handheld
  Position
ZHH_ACCOUNTS
  ZHH_ ACCOUNTS_POS
Accounts for Handheld
  Position
ZHH_PRODUCTS
  ZHH_ PRODUCTS_POS
Products for Handheld
  Position

PPR: Users for Handheld

Create a new PPR from Type “Mobile Sales for Handheld – Users”. Set the Status to “Active”. Enter ID and Description for the Header and the Item. Add the Business Partner who is going to use the MSA HH Application:

Save this PPR.

PPR: Accounts for Handheld

Create a new PPR from Type “Mobile Sales for Handheld – Accounts”. Set the Status to “Active”. Enter ID and Description for the Header and the Item:

Now switch the Reference Type to Rule and enter the Rule ID “ZHH_FAVO”:

Finally switch to Reference Type “Partner/Product Range Business Partner” and add the previously created PPR “ZHH_USERS”:

Save the PPR.

PPR: Products for Handheld

Create a new PPR from Type “Mobile Sales for Handheld – Products”. Set the Status to “Active”. Enter ID and Description for the Header and the Item. Switch to the Item tab Product and add the Products which should be transferred to the Handheld:

MSA HH Customizing

After all this preparation we can now customize the MSA HH Application. The Path is Customer Relationship Management -> Mobile Sales/Service for Handheld -> Maintain Basic Settings. First enter Organization and Distribution Channel as returned from the Function Module “CRM_HH_USER_PARAMETERS_GET”. The Usage of this Module is described in the MSA HH documentation:

Select this line and double click on “Business Partners”. Select “Mobile Sales for Handheld – Accounts” for the PPR type Accounts and “Mobile Sales for Handheld – Users” for the PPR type Users:

Double click on Products and select “Mobile Sales for Handheld – Products” for the PPR type Products:

All other settings could be done like described in the MSA HH documentation.

Check that the User has Favourites

You can use the Function Module “SMYO_GET_MY_OBJECTS” to check that a User has Favourites. You should enter “BUS1006” in the Import Parameter FILTER_OBJTYPE to get only the Business Partners returned. If the List is empty the User had to fill it via Transaction BP or in the PC-UI Application Account Management.

Mobile Device Sync

Now it’s time to test the customizing. Start your Mobile Engine Client on which the MSA HH Application is already installed. Logon as the User we’ve defined as a MSA HH User and open the Application. In the navigation open “Complete” and “Sync”. Click on “Sync” and on the next Page click “Select All” and check “Wait for Result”. Submit the Form by clicking on the Button “Sync”. Now the data is synced from the backend. When you open now the Link “My Accounts” you will see a filled list.

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1 Comment

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  1. Alexandre Cusson
    This document is extremely pertinent as it is true that the PPR documentation is inexistant.  It was greatly helpfull!

    One minor correction needs to be made from our experience.  The PPR for products needs to have the switch “Use PPRs for product proposal”

    Alexandre

    (0) 

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