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IS-PS to SAP CRM 7.0 data exchange

 

Introduction

  
This document lists the various business objects that are required to be downloaded from IS-PS to SAP CRM, explains the various configuration steps associated with each object and the ways of downloading data using SAP CRM Middleware.
    
The various business objects that are  downloaded are
    
  1. Business Partners
  2. Contract Account
  3. Contract Object
  
The below the flow of business data from IS-PS to CRM
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  Pre-activities
The below Pre-activities are required to be complete before starting the configuration of CRM Middleware:
 
  1. Generation of business objects required for Middleware – Refer to building block B01: CRM Generation for further details
  2. Connectivity related setting need to be complete in ECC – Refer to building block C71: CRM Connectivity for further details
    1. Define logical system of SAP CRM
    2. Maintain entries in CRMCONSUM
    3. Maintain entries in CRMRFCPAR
    4. Maintain entries in CRMPAROLTP
               

Business Partners

   

1.      Define Groupings and Number Ranges

IMG Path: SAP Customizing Implementation Guide >Cross-Application Components > SAP Business Partner > Business Partner
> Basic Settings > Basic Settings > Number Ranges and Groupings1-14-2013 5-25-25 PM.png

2.      Define BP Roles

SAP Customizing Implementation Guide > Cross-ApplicationComponents > SAP Business Partner > Business Partner > Basic Settings
> Basic Settings > Business Partner Roles
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3.      Define relationship types

Transaction – BUBA – Relationship
1-14-2013 5-25-25 PM.png

4.      Determine functions for Replication ECC to CRM

   
CRM – Transaction: CRMC_BUT_CALL_FU
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ECC – Transaction: COM_BUPA_CALL_FU
1-14-2013 5-25-25 PM.png
  

Business Agreement

1.      Determine template for replication (ECC)

SAP Customizing Implementation Guide > Financial Accounting (New) > Integration >Customer Relationship Management > Business Agreement
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2.      Define Business Agreement Class

SPRO > Customer Relationship Management > Master Data > Business Partner > Business Agreement
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3.      Allocate Business Agreement class

SAP Customizing Implementation Guide > Customer Relationship Management > Master Data > Business Partner > Business Agreement > Creation of Business Agreement
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Contract Objects

1.      Define Product Hierarchy & Define Product types

Transaction Code: COMM_HIERARCHY
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2.      Define Object Families

SAP Customizing Implementation Guide > Cross-Application Components > SAP Product >Objects
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3.      Define Contract object to Object Family

   
SAP Customizing Implementation Guide > Customer Relationship Management >Industry-Specific Solutions > Public Sector > Contract Object
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4.      Activate applications for public sector

SAP Customizing Implementation Guide > Customer Relationship Management >Industry-Specific Solutions > Public Sector > Contract Object >
Activate Application Contract Object
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5.      Define Output format & Storage format for product IDs

SAP Customizing Implementation Guide > Cross-Application Components > SAP Product >Basic Settings
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6.      Control parameters for Up/Download

SAP Customizing Implementation Guide > Financial Accounting (New) > Contract Accounts Receivable and Payable > Integration > Customer Relationship Management >Contract Object
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7.      Control Parameters for each contract object for Up/Download

 
SAP Customizing Implementation Guide > Financial Accounting (New) > Contract Accounts Receivable and Payable > Integration > Customer Relationship Management >Contract Object
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Downloading data

There are two ways of loading data initially into CRM from IS-PS

2. Initial Download

Transactions Used: R3AS, R3AM1
    
R3AS – Start Initial Download
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R3AM1 – Monitor Load objects
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2. Request Download

   
R3AR2 – Define request (Header & Detail)
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R3AR4- CRM Request Start
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R3AR3 – Monitor Requests
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Note: Request download will enable loading of data parallel, which is not possible using initial download.
Data exchange can also be monitored by monitoring the BDOCs (Business documents) that are generated.
   
SMW01 – Display BDOC Messages
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Download objects

The download objects can be seen in the transaction R3AC1- Adapter Object Overview
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BUPA_MAIN – Business Partners
BUPA_REL – Business Partner Relationships
BUAG_MAIN – Business Agreement
PSOB_MAIN – Contract Object 
PSOB_REL – Contract Object Relationships
Note: Only one Contract object family can be downloaded at any point of time (Field DPSOB- PSOBTYP), so thefilters should be set accordingly in R3AC1 for Initial download. In case of request download filter can also be set in R3AR2.
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