Equipment Replication to CRM system
Dear Experts,
I’m trying to replicate the Equipments from ECC to CRM.
Below are the settings which i have done in CRM system.
1. CRM-> Master Data -> Installed Base -> Define Installed Base Category -> Define Installed Base Category and Installation Rules
– Taken EQ as a category and copied
2. Maintained Partner and Address Inheritance
3. Defined Settings for the Action Log for Each Installed Base Category.
4. Assigned Partner Determination Procedure to Installed Base Category
5. Assigned Object Families to Installed Base Categories (Object family : 04041, Type : EQ)
6. Maintained a Category for Equipment for R3PRODSTYP (Under MAT_) as MAT_EQUI
Then assigned the Object Family : Equipment to MAT_EQUI and setypes.
7. Then Started Downloading the Object : EQUIPMENT & EQUI_CONFIG. Both of the objects completed successfully, but we did not get the data into CRM system.
8. In ECC i have checked in Table : EQUI, values are there, bu here in CRM we are not getting. I want an Installed base to be created with that data.
9. In ECC, Equipments are getting created at the time of delivery only, with the Equipment category as “S”
Please Let me know what are the settings to be done for getting that equipment data into CRM as Individual Objects, and created as Installed Base.
Thanks & Regards
Anand
Prequiisites for creating Installed Base
Download Product categories and hierarchies
2. Number range of equipment should match with Equipment number range with R/3
3. Download Products to CRM system
4. Download Customers to CRM system( If you are maintaining customers at ibase)
EQUIPEMENT DOWNLOAD FROM ECC TO CRM
Prerequisites and General Information for Equipment Replication
For equipment config download below are the activities.
Initial Download Procedure
Activate the adapter object EQUI_CONFIG in SAP CRM.
Follow the menu path: Architecture and Technology > Middleware > Data Exchange > Object Management > Business Objects and select the active/inactive box for EQUI_CONFIG.
Examine the filter settings for EQUI_CONFIG. For a each source site, set the filters to the same settings as for the object EQUIPMENT.
Don't forget to regenerate the filters!
Start the initial download process for EQUI_CONFIG.
Follow the menu path: Architecture and Technology > Middleware > Data Exchange > Initial Load > Start.
Delta Download Procedure
Activate the object class EQUI_CONFIG.
Follow the menu path: Architecture and Technology > Middleware > Data Exchange > Delta Load from R/3 Back-End.
You may wish to activate the EQUI_CONFIG delta download if you are downloading changes for EQUIPMENT.
If you want R/3 to apply filters during the delta download, use transaction SM30 and maintain view CRMPAROLTP as below:
Parameter name = CRM_FILTERING_ACTIVE
Parameter Name 2 = EQUI_CONFIG.
Parameter Name 3 = EQUI_CONFIG
User = CRM
Parameter Value = X
INDIVIDUAL OBJECTS
Serial numbers (serial numbers not associated with a piece of equipment) are represented in SAP CRM as objects.
SAP ECC serial numbers and associated business partners appear in SAP CRM after the initial load.
Initial Load
1. Activate the SERIALNUMBER object (which is delivered as inactive) before starting the initial load.
On the SAP Easy Access screen, choose Architecture and Technology –Middleware-data Exchange- Object Management- Business Objects
Select the SERIALNUMBER object and set it to active by deselecting the Inactive indicator.
2. On the SAP Easy Access screen, choose Architecture and Technology- Middleware- Data Exchange-Data Exchange-Initial Load- Start.
3. Select the load object SERIALNUMBER, an SAP ECC system as the sender system, and an SAP CRM system as the receiver system.
Delta Load
On the SAP Easy Access screen, choose Architecture and Technology -Middleware - Data Exchange – Delta Load from R/3 back end- R3AC4- set up Delta Load.
Set the adapter class EQUIPMENT to active for delta download. If the class has not yet been added, you must add it.
Hope it helps
Upinder
Hi Upinder,
Thanks for your reply.
Objects replicated into CRM system successfully and Installed Bases got created, but we could not get the partner data and Ibase Hierarchy(means we are getting only the FG and not the components data)
Please suggest me .
Regards,
Anand
Hi Anand,
Check out these settings as for Ibase hierachy & Partner functions mapping following steps need to be followed.
## Installed Base>Replication of Technical Objects from SAP ERP>Define Default Settings for Replication of Equipment
## Product master data: Product hierarchies were replicated to CRM.
If you have downloaded the hierarchy and category from ECC then please check in Tcode COMM_HIERARCHY.
Check the Hierarchy R3PRODSTYP with category 0410 and sub category 0401, ensure that the object family 0401 Equipment is maintained in this category.
For Partners check the settings below
Step 1: Define Partner Determination Procedure
Define partner determination with all the partners on the Equipment
IMG > Customer Relationship Management > Basic Functions > Partner Processing > Define Partner Determination Procedure
Step 2: Assign Partner Determination Procedure to Installed Base Category
IMG > Customer Relationship Management > Master Data > Installed Base > Assign Partner Determination Procedure to Installed Base Category
Step 3: Map Partners from ECC equipment to CRM
Check the Partner functions for the Partners maintained on the Equipment in table IHPA
Distribution of Partner Functions from SAP ECC into CRM
IMG > Customer Relationship Management > Basic Functions > Partner Processing > Data Transfer > Distribution of Partner Functions from SAP ECC into CRM
Step 5: Assign Partner Determination Profile, Set types and Relation types to iObject category
TCode: COMM_HIERARCHY
Category: 0401
a) Partner Determination Profile
In Category Data> category Tab>you enter
Category ID- 0401
Basic data category you enter-
Product type- material
Object Family- 0401 Equipement
In Product / Object maintainance: control fields you enter Partner det procedure
b) Assign Set Type to iObject Catagory
Select category 0401 & Go to Set Type Tab & select your Set type
c) Assign Relationship type to iObject Catagory
Select Category 0401 & Go to Relationship type tab & select relationship type
Below are the list of Function Modules that will get all the relevant information about IBASE:
CRM_IBASE_GET_DETAIL Get Details for the Ibase
CRM_IBASE_COMP_GET_DETAIL Get Details for the Individual Components
CRM_IBASE_COMP_GET_PARTNER It gives the partner details of the individual components
CRM_IBASE_GET_PARTNER It gives the partner details of the Ibase
For a complete set of all the IBASE Related functionality you can have a look at the following Function Group:
IB_CRM_API - IB: CRM APIs for IBase
Regards
Upinder
Hi Upinder,
All the above settings are there, apart from assigning the Partner Determination Procedure to the Category. when trying to assign the PDP to the category, i'm getting the PDP which is created for Installed base.
i'm able to find only below things:
1. Automotive - Customer Service
2. 2
3. ICM Object
4. IP Interlinkage Partner
5. ITSM Problem Header
6. ITSM Item master data
Could you please help me out, which one to take and use
Thanks in Advance
regards,
Anand
SAP delivers PDP 00000032 as Standard.. It allows all partners without any particular rule & is assigned all IBase Category 01, it can be assigned to other IBase categories as well.
Check if it reflects there in the list
I have copied the same PDP 00000032, the standard one and assigned to the Installed base category EQ,.
but its not reflecting in the list.
Regards,
Anand
Hi Anand,
In case the Partner procedure is not listed in the drop down of 0401 category. you need make the Partner procedure has the Product as the Business Object then it would show in the drop down of 0401 Category.
How to make 'the Partner procedure has the Product as the Business Object':
Spro>IMG>CRM>Partner Processing->Define Partner Determination Procedure-> select your Procedure e.g. 0000032 (this is SAP standard, copy & rename it) > Select the Partner det Proc-> click left in Dialog Structure on -> Procedure Users - > add new Entry Product (BUS1178). Now you will have this entry and Installed Base, Ibase Component (BUS20150,BUS20151)
Regards
Upinder
Hi Upinder,
Thanks for your reply. i have done the same settings, but the Partners are not flowing into Installed base....
Is it mandatory to maintain the partner data in the Equipment in ECC or it will take the Partner data from Order/Delivery?
Could you please let me know?
Regards,
Anand
HI Upinder,
Just need one help.
I had replicated Equioment from ECC to CRM and it had replicated successfully. Now in CRM i am modifiying the Partner data. But these modification are not getting flow to ECC system.
In SMW01 it is not showing any error as well.
In Install Base category i had already assigned partner determination profile as well.
If you have face this issue earlier then please guide me over the step to get it resolved.
With Regards
Ankush Rai
Hi Ankush,
Delta Load needs to be activated if you haven’t done these steps.
Tcode- SM30, enter table TBE31
Business transaction event : PM000020
Application ID: BC-MID
Function module: EQUIPMENT_COLLECT_DATA
Your delta load will be activated after you do initial download
Once your delta download above setting is done. the partners will automatically get updated.
If you have the table entry in TBE31 for EQUIPMENT_COLLECT_DATA , then ideally the entry would have been present in t-code >R3AC4 for object EQUIPMENT as well.
Generally when you perform an initial load this entry would be maintained automatically in table TBE31 and hence in txn:R3AC4.
You may find an issue that As soon as partner update is done in ECC, one entry in SMW01 for the change would be visible but if you go to IB53 to check the IBASE, you may not see any Partner assignment or the Partner updates wouldn’t happen at all.
For that You can check table CRMRFCPAR in ECC & check if Delta Load has been disabled for CRM system / Specific client.
Also check if the object for equipment is appearing in transaction R3AC4 for delta load.
hope this helps
Regards
Upinder kaur
Hi Upinder,
I have read your explanation. Thank you.
Could you please look into my concern specified in the below thread.
http://scn.sap.com/thread/3440521
Regards.
Hi Ankush,
The delta synchronization of the equipments from the SAP R/3 system into the SAP CRM server is not active in the standard system.
You can check SAP Note 637173- Equipment download/delta Synchronization.
This note explains how delta changes are processed and how you can proceed to activate the delta synchronization in a project solution.
Regards
Upinder
Hi Upinder,
I am trying to download Equipment from ECC to CRM, I am getting error as mentioned below under TCode SMW01
I even downloaded object DNL_CUST_PROD1 to match all hierarchy and category of both the system ECC and CRM
Steps to replicate the issue:-
Error description is: -
Assign a hierarchy to the application 'Product'
Diagnosis: - A hierarchy has not been assigned to the application Product. Product IDs are assigned and checked on the basis of this hierarchy. Products cannot be created without this assignment.
Procedure: - Assign a hierarchy to the application (transaction COMM_PRAPPLCAT).
Regards,
Dheeraj SIngh