Dear All,
We are very happy to announce the go live of a new version of the check for Customer Vendor Integration (CVI) in SAP Readiness Check for SAP S/4HANA.
The mapping of customers and vendors to Business Partners is one of the main preparation steps for a system conversion to SAP S/4HANA and can be a showstopper for the conversion when there are unresolved synchronization issues. This topic has already been addressed in SAP Readiness Check by means of the Business Partners (Business Partner/CVI) check since May 2020. The new Customer Vendor Integration Analysis is the successor of the former Business Partners check, incorporating existing functionality of the prior version, while also offering new capabilities. The new check reports on synchronization status, indicates the implementation effort for the customer vendor integration, and provides information about the integration of master data to and from other SAP systems (such as SAP CRM or SAP Master Data Governance).
What’s Included in the New Customer Vendor Integration Analysis:
1. Overview on the Dashboard
An overview on the dashboard summarizes the key findings of the check, such as the implementation status of CVI at the time of the analysis. The following scenarios can be displayed:
In the graphic above, CVI is activated in the SAP ERP system. Not all links between customers, vendors, contact persons, and Business Partner entities are established. There are synchronization issues for some of the customers, vendors, and/or contact persons with the corresponding Business Partner entities. By clicking the tile, you can open the detail view of the check.
2. Detail View
Customers
On the Customers tab, information on data volume, data quality and custom fields is presented.
The number of customer master data records is compared to the number of records that are already synchronized to a Business Partner. If there is a delta, this indicates that the other customer records still need to be synchronized to Business Partner entities or have to be deleted. The same applies to the count of contact persons.
To resolve identified issues, use the tasks "Post-Processing" and "Completeness Check" in transaction CVI_COCKPIT in your SAP ERP system.
The subsequent rows do not show issues but an option for data cleansing – the identified customer and vendor entries can be merged to the same Business Partner:
The SAP Note 2309153 provides a document that explains how to make customer enhancements to the Customer/Vendor integration in order to integrate additional Customer/Vendor fields in the Business Partner and to use CVI synchronization to update them in the Customer/Vendor.
Vendors
The Vendors tab shows the same kind of information as the Customers tab, with the respective data sources.
Integration
On the Integration tab, the replication of master data to and from the SAP ERP system is shown:
The SAP ERP system shows an integration with an SAP CRM system if data records have been replicated from an SAP CRM system in the past. If you still use SAP CRM for the customer master creation, follow the guidance in SAP Notes 2285062 and 2283695. Otherwise follow the instructions in SAP Notes 2933528 and 2304337 to delete the records.
Customers and Vendors: Implementation Effort
If the Customer Vendor Integration has not been performed yet (indicated by CVI inactive in the overview on the dashboard), an additional section on the implementation effort is displayed on both the Customers and the Vendors tabs, depicting factors that usually influence the effort and duration of the customer vendor conversion process.
Typical effort indicators are:
This section shows which indicators were measured in the SAP ERP system and the related results. In addition, it provides visibility into the effort associated with the indicator, for example, “if you have more than 20 account groups in your system, this may result in high effort for the customer vendor integration.”
Activating the CVIA Check:
To use the new Customer Vendor Integration Analysis in SAP Readiness Check, proceed as follows:
In the Learn More side panel available in the detail view of the new check, you can find additional information about the customer vendor integration and next steps. For detailed information about performing the customer vendor integration and resolving issues, see the SAP S/4HANA Cookbook CVI.
SAP Readiness Check Team
We are very happy to announce the go live of a new version of the check for Customer Vendor Integration (CVI) in SAP Readiness Check for SAP S/4HANA.
The mapping of customers and vendors to Business Partners is one of the main preparation steps for a system conversion to SAP S/4HANA and can be a showstopper for the conversion when there are unresolved synchronization issues. This topic has already been addressed in SAP Readiness Check by means of the Business Partners (Business Partner/CVI) check since May 2020. The new Customer Vendor Integration Analysis is the successor of the former Business Partners check, incorporating existing functionality of the prior version, while also offering new capabilities. The new check reports on synchronization status, indicates the implementation effort for the customer vendor integration, and provides information about the integration of master data to and from other SAP systems (such as SAP CRM or SAP Master Data Governance).
What’s Included in the New Customer Vendor Integration Analysis:
1. Overview on the Dashboard
An overview on the dashboard summarizes the key findings of the check, such as the implementation status of CVI at the time of the analysis. The following scenarios can be displayed:
- Business Partner not used and CVI inactive:
No Business Partner records were found in your system. CVI is inactive. - Business Partner used and CVI inactive:
There are Business Partner records in your system, but CVI is inactive. - Business Partner used, CVI active, and synchronization issues found:
CVI is activated in your system. All links between customers, vendors, contact persons, and Business Partner entities are established. However, there are synchronization issues for customers, vendors, and/or contact persons with the corresponding Business Partner entities. - Business Partner used, CVI active, and no synchronization issues:
CVI is activated in your system. All links between customers, vendors, contact persons, and Business Partner entities are established. No synchronization issues have been identified.
In the graphic above, CVI is activated in the SAP ERP system. Not all links between customers, vendors, contact persons, and Business Partner entities are established. There are synchronization issues for some of the customers, vendors, and/or contact persons with the corresponding Business Partner entities. By clicking the tile, you can open the detail view of the check.
2. Detail View
Customers
On the Customers tab, information on data volume, data quality and custom fields is presented.
- The Data Volume section displays the following findings:
The number of customer master data records is compared to the number of records that are already synchronized to a Business Partner. If there is a delta, this indicates that the other customer records still need to be synchronized to Business Partner entities or have to be deleted. The same applies to the count of contact persons.
To resolve identified issues, use the tasks "Post-Processing" and "Completeness Check" in transaction CVI_COCKPIT in your SAP ERP system.
The subsequent rows do not show issues but an option for data cleansing – the identified customer and vendor entries can be merged to the same Business Partner:
- The Data Quality section provides an overview of the most common issues, lists the number of data quality issues found per check type, and provides a description of each check type (for example, in which table and field the identified issues appear):
- The Custom Fields section provides an overview of append structures and custom fields: If the customer or vendor data tables contain custom fields or append structures, it is necessary to integrate these additional fields in the Business Partner and CVI using the business data toolset (BDT).
The SAP Note 2309153 provides a document that explains how to make customer enhancements to the Customer/Vendor integration in order to integrate additional Customer/Vendor fields in the Business Partner and to use CVI synchronization to update them in the Customer/Vendor.
Vendors
The Vendors tab shows the same kind of information as the Customers tab, with the respective data sources.
Integration
On the Integration tab, the replication of master data to and from the SAP ERP system is shown:
- Integration with SAP CRM
- Bi-directional integration with SAP Master Data Governance
- IDocs
- SOAP Service
The SAP ERP system shows an integration with an SAP CRM system if data records have been replicated from an SAP CRM system in the past. If you still use SAP CRM for the customer master creation, follow the guidance in SAP Notes 2285062 and 2283695. Otherwise follow the instructions in SAP Notes 2933528 and 2304337 to delete the records.
Customers and Vendors: Implementation Effort
If the Customer Vendor Integration has not been performed yet (indicated by CVI inactive in the overview on the dashboard), an additional section on the implementation effort is displayed on both the Customers and the Vendors tabs, depicting factors that usually influence the effort and duration of the customer vendor conversion process.
Typical effort indicators are:
- The number of account groups
- The count of customer and/or vendor master records
- The percentage of records with data quality issues
This section shows which indicators were measured in the SAP ERP system and the related results. In addition, it provides visibility into the effort associated with the indicator, for example, “if you have more than 20 account groups in your system, this may result in high effort for the customer vendor integration.”
Activating the CVIA Check:
To use the new Customer Vendor Integration Analysis in SAP Readiness Check, proceed as follows:
- Refer to SAP Note 2913617 – SAP Readiness Check 2.0. Then refer to the new entry to enable the CVIA check and implement the new SAP Note 3010669.
- Execute the program RC_COLLECT_ANALYSIS_DATA.
The Customer Vendor Integration Analysis has now replaced the former Business Partners check in the program:
- Upload the results of the CVIA check on the SAP Readiness Check launch page. Upon successful upload of the data, the new check is available on the dashboard, in parallel the old Business Partners check tile will then be removed.
In the Learn More side panel available in the detail view of the new check, you can find additional information about the customer vendor integration and next steps. For detailed information about performing the customer vendor integration and resolving issues, see the SAP S/4HANA Cookbook CVI.
SAP Readiness Check Team
- SAP Managed Tags:
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