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CVI Customizing – Check Report

Overview of transaction
CVI Customizing – Check Report

The introduction of business partner (BP) in ECC is a prerequisite for converting an SAP ERP system to an SAP S/4HANA system. The customer vendor integration (CVI) is mandatory for the synchronisation between customers and vendors with the business partner (BP). (please check references section).

Now you want to check and adjust your customizing for BP/CVI in SAP ERP.

As there a many tools, reports, and transactions in the area of CVI, sometimes it´s possible to lose track. Some have overlapping features, or some UIs might seem a little bit overengineered. This transaction CVI Customizing – Check Report is in line with other improvement approaches like the CVI Cockpit. It´s even integrated into it. Information about CVI Cockpit integration can be found below in How to start transaction CVI Customizing – Check Report.

The transaction CVI Customizing – Check Report helps you with setting up the necessary BP and CVI customizing for both directions, customer/vendor to BP and BP to customer/vendor.

It´s relevant for the phases Preparation and Remaining Time to SAP S/4HANA:

The transaction CVI Customizing – Check Report 

  • works in SAP ERP 6
  • checks necessary general business partner CVI customizing
  • messsages are shown for customizing which is used in master data (where applicable)
  • checks necessary CVI customizing bi-directional
  • checks the local client where user is logged in
  • provides for each check a link to respective customizing settings for resolution and for some even inline customizing is possible

Prerequisites

The report is available with SAP ERP 6.0 EHP 8 SP14 and until the lowest ERP release SAP ERP 6.0. For lower support packages please check for note 2891455 – Report CVI Customizing check.

How to start it

You can start the transaction CVI Customizing – Check Report in two ways:

  1. directly with transaction code BP_CVI_IMG_CHK or ABAP report CVI_CUSTOMIZING_RESOLVE
  2. from the CVI Cockpit (transaction code CVI_COCKPIT)

The CVI Cockpit guides you through the basic steps of customer/vendor to BP synchronization in relation to ERP to S/4HANA conversion. For more general CVI Cockpit infos please check references section.

In the CVI cockpit in SAP ERP you can start the transaction CVI Customizing – Check Report in these phases:

  • Preparation -> Automated Customizing
  • Upgrade Preparation (before conversion) -> Preupgrade Customizing Checks


Snapshot: Example of integration of transaction CVI Customizing – Check Report into the CVI Cockpit.

User Interface

In this section you get an overview of the user interface of transaction CVI Customizing – Check Report.

Snapshot: Example Screen of transaction CVI Customizing – Check Report

 

Snapshot: on the left side of the user interface the different sections and their checks can be found if you expand the different hierarchy nodes for the sections.

Snapshot: after execution of a check, in the lower right sub screen of the user interface the check result messages can be found.

Snapshot: in the upper right sub screen of the user interface, the respective settings are shown and the button “Customizing” within the sub screen starts the related customizing for correction activities. If inline correction is available for a check like in the example above, then there are two additional buttons: toggle “Display/Edit” and “Save”.

Checks 

General Checks

In the General Checks section, the CVI Customizing – Check Report transaction checks

  • Synchronization Direction
    Checks if synchronization directions for the customer/vendor to and from business partner are set.

    Snapshot: transaction CVI Customizing – Check Report General Checks
  • Connection to PPO
    Checks if the Postprocessing Office (PPO) is set for all directions for customer/vendor.
  • Registered Function Modules
    Checks if for the synchronization necessary function modules are registered in table CRMC_BUT_CALL_FU.
  • Tax Classification
    Checks if for tax number categories the tax number type and respective function module are maintained. Maintenance for missing entries is possible directly in the screen.
  • Address Number Range Validity Check
    Checks if the address number range is exhausted or about to be exhausted.
  • Select Industry System
    One industry system must be chosen as standard industry system. It´s possible to maintain the standard flag directly in the screen.

Customer -> BP Checks

  • Setting for Business Partner Roles
    You must define at least one business partner role per account group. Related customizing is checked here. It runs these checks on the already existing customizing entries for Customer account group -> BP role:

    • a BP Account Group has been assigned to a customer Account Group, but BP Role is missing.

    • the BP role assigned in Customizing Role Assignment for Customer According to BP is deleted from customizing BP Roles

    • the maintained customer account group in Role Assignment for Customer According is deleted from customizing Customer Account Groups.

    • description missing for BP role (displays message as green info)

    • description missing for Customer account group (displays message as green info)

  • Setting for Business Partner Groupings
    You must assign one business partner group for each account group. A number range is assigned to account groups and business partner group. Here you get an overview including number range information.

Snapshot: Example of check item Setting for Business Partner Groupings

  • Customer Account Group -> Role
    You must define at least one business partner role per account group. This is checked here for the customer account groups which are used in the master data.
  • Customer Account Group -> Grouping
    You must assign one business partner group for each account group. A number range is assigned to account groups and business partner group. Here you get the direct maintenance view for only the account groups without business partner grouping.
  • Missing Legal Status to Legal Form
    You must assign a legal form (business partner) to the legal status values (CVI).
  • Missing Payment Cards
    Payment Card Types (business partner) must be assigned to Payment Card Types (CVI).
  • Missing Industry Keys – Incoming
    Each industry key by industry system a customer industry must be assigned.
  • Contact person
    • Missing Activation
      You activate this assignment if both of the following statements are true:

      • Contact person fields are to be processed in the business partner or in the customer master record and
      • you want to assign attributes to ensure that the contract person is synchronized as part of customer integration.
    • You can synchronize these fields for the contact person, which are checked here:
      • Department numbers
      • Functions
      • Authority
      • VIP indicator
      • Marital status

Vendor -> BP Checks

The system checks for missing entries in the direction from Vendor to Business Partner in these areas:

  • Setting for Business Partner Roles
    You must assign at least one business partner role per vendor account group. Related customizing is checked here.
  • Setting for Business Partner Groupings
    You must assign one business partner group for each account group. A number range is assigned to account groups and business partner group. Here you get an overview including number range information.
  • Vendor Account Group -> Role
    You must define at least one business partner role per account group. This is checked here for the vendor account groups which are used in the master data.
  • Vendor Account Group -> Grouping
    You must assign one business partner group for each account group. A number range is assigned to account groups and business partner group. Here you get the direct maintenance view for only the account groups without business partner grouping.
  • Missing Industry Keys – Incoming
    Each industry key by industry system a customer industry must be assigned.

BP -> Customer Checks

The system checks for missing customizing entries in the direction from business partner to customer in these areas:

  • Setting for Business Partner Roles
    Here you define which BP role categories enable the customer integration for the direction business partner to customer. E.g. here you can define if corresponding customer creation is done automatically (mandatory). Checks are done if e.g. corresponding roles for role categories exist.
  • Setting for Business Partner Groupings
    You must assign an account group to the business partner grouping. They define the number range. Corresponding checks are done here.
  • Missing Legal Status to Legal Form
    Here it´s checked, if you haven´t assigned legal statuses (customer) to legal form (business partner). Next to jump into customizing inline maintenance is possible.
  • Missing Payment Cards
    Here it´s checked, if you haven´t assigned payment card types. Next to jump into customizing inline maintenance is possible.
  • Missing Industry Keys – Outgoing
    In this check missing industry assignments are listed. Inline correction is possible.
  • Contact person
    Here these contact person attributes are checked for missing mappings:

    • Department numbers
    • Functions
    • Authority
    • VIP indicator
    • Marital status

BP -> Vendor Checks

The system checks for missing customizing entries in the direction from business partner to vendor in these areas:

  • Setting for Business Partner Roles
    Here you define which BP role categories enable the vendor integration for the direction business partner to vendor. E.g. here you can define if corresponding vendor creation is done automatically (mandatory). Checks are done if e.g. corresponding roles for role categories exist.
  • Setting for Business Partner Groupings
    You must assign one business partner group for each account group. A number range is assigned to account groups and business partner group. Here you get an overview including number range information.
  • Missing Industry Keys – Outgoing
    In this check missing industry assignments are listed. Inline correction is possible.

Similar check reports

Earlier check reports CVI_UPGRADE_CHECK_RESOLVE (see also note 2344034 – SAP S/4HANA Automation for Master Data Migration) and CVI_FS_CHECK_CUSTOMIZING (see note 1623677 – BP_CVI: Check report for checking CVI Customizing) are still supported, but transaction CVI Customizing – Check Report is the latest go to CVI/BP customizing check tool.

Approaches of automated customizing are not included in the new transaction CVI Customizing – Check Report, but I don´t see as a disadvantage. There are some in the CVI_UPGRADE_CHECK_RESOLVE report, e.g. in the area of number ranges, but you have to check proposals properly if they fit to your requirements anyway.

References

CVI and Business Partner Approach

Please find general further information on the introduction of the business partner here:

CVI Cockpit

Please find here further information on the CVI Cockpit:

Conclusion

The transaction CVI Customizing – Check Report provides an easily consumable CVI customizing check with a clear focus on customizing only including direct access to correction.

What are your experiences or questions? Please leave a comment below.

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