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CRM 5.

0July 2006English
CRM Master andTransaction DataReplication
(C03)
SAP AGDietmar-Hopp-Allee 1669190 Walldorf Germany
Building Block Configuration Guide
SAP Best Practices
CRM Master and Transaction Data Replication (C03): Configuration Guide
Copyright
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CRM Master and Transaction Data Replication (C03): Configuration Guide
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Contents
Configuration Guide..................................................................................................................71
Purpose ..............................................................................................................................72
Preparation .........................................................................................................................7.2.1
Prerequisites ...............................................................................................................7.2.2 SAP
Notes .................................................................................................................73 Configuration
......................................................................................................................8.3.1 Master Data
Replication ECC -> CRM ........................................................................83.1.1 Replicating
Business Partners ..............................................................................8.3.1.1.1 General
Information ....................................................................................8.3.1.1.1.1 Defining Sources
for Business Partner Creation .................................8.3.1.1.1.2 Business Partner Concept ECC
<-> CRM ...........................................8.3.1.1.1.3 Defining Number Assignment Strategy for Business
Partners .............9.3.1.1.2 Mapping Business Partner Master Data from ECC to CRM ......................11.3.1.1.2.1
Identifying Relevant ECC Account Groups (SAP ECC) .....................12.3.1.1.2.2 Defining
Number Ranges for CRM Business Partners (I) (SAP CRM)
........................................................................................................13.3.1.1.2.3 Defining CRM
Business Partners Groupings (I) (SAP CRM) .............13.3.1.1.2.4 Creating ECC Reference Customer
(SAP ECC) ...............................14.3.1.1.2.5 Assigning Consumer - Reference Customer (SAP
ECC) ..................15.3.1.1.2.6 Mapping ECC Account Groups to CRM Classifications (SAP ECC) ..15.3.1.1.3
Mapping Business Partner Master Data from CRM to ECC ......................17.3.1.1.3.1 Defining Number
Ranges for CRM Business Partners (II) (SAP CRM)
........................................................................................................18.3.1.1.3.2 Defining CRM
Business Partners Groupings (II) (SAP CRM) ............18.3.1.1.3.3 Creating ECC Business Partner
Number Ranges (SAP ECC) ..........19.3.1.1.3.4 Creating ECC Account Groups (SAP ECC)
.......................................20.3.1.1.3.5 Defining Partner Functions (SAP ECC)
.............................................21.3.1.1.3.6 Mapping CRM Classifications to ECC Account Groups
(SAP ECC) .22.3.1.1.4 Synchronizing Field Settings for Business Partners (SAP ECC)
..............23.3.1.1.5 Configuring Field Attributes per
Client...................................................... 24.3.1.1.6 Replicating ECC Reference
Customer (SAP CRM) ..................................24.3.1.1.7 Maintaining Reference Business Partner for
Consumers (SAP CRM) ......25.3.1.1.8 Selecting Customers for Replication (optional) (SAP CRM)
.....................26.3.1.1.9 Replicating Customers (SAP CRM)
..........................................................26.3.1.1.10 Monitoring Replication Status (SAP CRM)
..............................................27.3.1.1.11 Checking Business Partners (SAP CRM)
...............................................273.1.2 Replicating Contact Persons
...............................................................................28.3.1.2.1 Replicating Contact Persons (SAP
CRM) .................................................28.3.1.2.2 Monitoring Replication Status (SAP CRM)
...............................................29.3.1.2.3 Checking Completeness of Replication (SAP CRM)
.................................293.1.3 Replicating Customer Hierarchy (Optional)
.........................................................29.3.1.3.1 Replicating Customer Hierarchy (SAP CRM)
............................................30.3.1.3.2 Monitoring Replication Status (SAP CRM)
...............................................30.3.1.3.3 Matching Customer Hierarchy to Business Partner Group (SAP
CRM) ....30
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.3.1.3.4 Activating Delta Load (SAP CRM) ............................................................313.1.4
Replicating Materials ...........................................................................................31.3.1.4.1
Checking Material (SAP ECC) ..................................................................32.3.1.4.2 Defining
Item Category Groups ................................................................32.3.1.4.2.1 Checking Item
Category Groups (SAP ECC) ....................................32.3.1.4.2.2 Copying Item Category
Groups (SAP CRM) ......................................32.3.1.4.3 Selecting Materials for Replication (SAP
CRM) ........................................33.3.1.4.4 Replicating Materials (SAP CRM)
.............................................................34.3.1.4.5 Monitoring Replication Status (SAP CRM)
...............................................34.3.1.4.6 Checking Materials (SAP CRM)
................................................................343.1.5 Replicating Conditions
.........................................................................................35.3.1.5.1 Checking Conditions (SAP
ECC) ..............................................................35.3.1.5.2 Replicating Conditions (SAP CRM)
..........................................................35.3.1.5.3 Replicating Specific Conditions
.................................................................36.3.1.5.4 Monitoring Replication Status (SAP CRM)
...............................................36.3.1.5.5 Checking Completeness of Replication (SAP CRM)
.................................37.3.1.5.6 Displaying Condition Types in Product Conditions (SAP CRM)
................37.3.1.5.7 Checking Pricing Procedures (SAP CRM)
................................................38.3.2 Transaction Data Replication
....................................................................................383.2.1 Replicating Sales Documents
.............................................................................38.3.2.1.1 Number Ranges for Sales
Documents .....................................................38.3.2.1.1.1 Defining Number Ranges for ECC Sales
Documents (SAP ECC) .....39.3.2.1.1.2 Defining Number Ranges for CRM Sales Documents (SAP
CRM) ...39.3.2.1.2 Defining Settings for Sales Documents
....................................................40.3.2.1.2.1 Identifying ECC Sales Document Types (SAP
ECC) .........................40.3.2.1.2.2 Identifying ECC Item Categories (SAP ECC)
....................................40.3.2.1.2.3 Defining Transaction Types (SAP CRM)
...........................................41.3.2.1.2.4 Defining Item Categories (SAP CRM)
...............................................41.3.2.1.2.5 Defining Item Category Determination (SAP CRM)
...........................41.3.2.1.3 Selecting Sales Documents for Replication (SAP CRM)
..........................42.3.2.1.4 Starting Replication of Sales Documents (SAP CRM)
..............................43.3.2.1.5 Monitoring Replication Status (SAP CRM)
...............................................43.3.3 Tips and Tricks for the Replication Process
..............................................................443.3.1 Object
Management............................................................................................44.3.3.1.1 Changing Block
Size .................................................................................44.3.3.1.2 Defining Filters for Objects
........................................................................443.3.2 Improving Performance During Replication
.........................................................463.3.3 Monitoring and Error Analysis for Replication
.....................................................46.3.3.3.1 Monitoring Download Status
.....................................................................46.3.3.3.2 General Analysis Steps
............................................................................47.3.3.3.3 Monitoring Outbound Queue
.....................................................................47.3.3.3.4 Monitoring Inbound Queue
.......................................................................48.3.3.3.5 Analyzing BDOC Messages
......................................................................48
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.3.3.3.6 Checking Transactional RFC Requests ....................................................49.3.3.3.7
Analyzing ABAP Dumps ...........................................................................493.3.4 Restart
Replication ..............................................................................................49.3.3.4.1 Canceling
Download of Objects ................................................................50.3.3.4.2 Deleting Outbound
Queue ........................................................................51.3.3.4.3 Deleting Inbound Queue
...........................................................................51.3.4 Checking Delta Replication Events
...........................................................................51
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Configuration Guide
1 P u r p o s e
This building block (Configuration Guide) describes the necessary activities to replicatemaster
data and transaction data from the ECC system to the CRM system and vice versa.This building
block is the prerequisite for the installation of all CRM scenarios delivered bySAP Best
Practices. This building block is not required if you run the CRM in a stand-alonemode, that is
without an OLTP back-end system.The replication of the following data from the ECC system to
the CRM system is described inthis guide:

Master data

Business partners

Contact persons

Materials

Conditions

Transaction data

Sales documents
2 P r e p a r a t i o n
.2.1Prerequisites
Before starting with the installation of this building block, please see the document
Quick Guide to Installing SAP Best Practices for CRM
.The configuration of the Building Blocks
B09 CRM Customizing Replication
and
C01 CRM Organizational Model
has been completed.
. 2 . 2 S A P N o t e s
Before you begin the installation and configuration, read the relevant SAP Notes. These
SAPNotes contain important information for installation and configuration, and also correctionsconcerning this
building block.Make sure that you have the most up-to-date version of SAP Notes. You can find the
SAPNotes on the SAP Service Marketplace (
http://service.sap.com/notes
) or in SAPNet.
S A P
N o t e A r e a T i
t l e CRM System
4 3 0 9 8 0 C R M - M W - A D P C R M S e r v e r :
A n a l y s i s i n d e l t a d a t a e x c h a n g e R/3 ->
CRM
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3 C o n f i g u r a t i o n
.3.1Master Data Replication ECC ->
CRM3 . 1 . 1 R e p l i c a t i n g B u s i n e s s
P a r t n e r s .3.1.1.1General Information.3.1.1.1.1Defining Sources for
Business Partner CreationUse
A business partner can be created and maintained in different classifications and in
differentsystems depending on the business scenario. The following table describes the
businesspartner usage in the Best Practices scenarios. An entry in the column CRM or ECC
indicatesthat this business partner classification is mandatory in this system for a complete
walk-through of the scenario.
A r e a S a l e s S e r v i c e
M a r k e t i n g Classification
R e q u i r e d
f o r C R M E C C C R M E C C C R M E C
C
Customer
X X
X X
X
Consumer
XX
Prospectivecustomer
X
Competitor
X
.3.1.1.1.2Business Partner Concept ECC <-> CRMUse
The business partner concepts of the ECC system and the CRM system are different.Therefore
you have to define a mapping when exchanging business partners from ECC toCRM and vice
versa.
a) ECC System

Every business partner has to be assigned to an account group that determinesthe properties of
business partners, especially:

Master data fields

Number range

Specific functionality for sales and distribution

There are more than 20 different account groups available in the standarddelivery.
b) CRM System

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Business partners in the CRM system are grouped by using classifications whichdetermine:

Master data fields

Specific functionality

The number ranges are not directly assigned to the classification. The number range is determined
by the so-called grouping. This grouping has to be assignedmanually or automatically when creating a
business partner.

There are only 5 different classifications

Consumer: Organization

Consumer: Person

Customer

Prospective customer

Competitor The mapping of business partners has to be defined for both directions: from the ECC
systemto the CRM system and vice versa. Thereby you have to:

Map account groups to classifications and make sure that the required fields in bothsystems are
identical

Map the number ranges


.3.1.1.1.3Defining Number Assignment Strategy for BusinessPartnersUse
There are two alternatives for mapping the business partner numbers from the OLTP ECC tothe CRM system
and vice versa.1 . C h o o s i n g d i f f e r e n t n u m b e r r a n g e s

Description

The business partner IDs of ECC and CRM business partners are notidentical.

There is always an internal assignment table that maps the ECC businesspartner ID to the corresponding
CRM business partner to ensure a consistentdata exchange.

Advantage/Disadvantages

(+) The mapping procedure is easy

(+) No problems with duplicate business partner IDs

(-) Identification of the same business partner in OLTP ECC and CRM systemis difficult. The
OLTP ECC ID is only available for searching and is not displayedin the master data record.

Procedure

When mapping ECC account groups to CRM business partner groupings andvice versa you choose always
internal number assignment in the receivingsystem, i.e. a business partner that is created in ECC gets
automatically a new IDduring the replication to the CRM system and vice versa. You can
choose thesame or different number ranges for the mapping of account group toclassification. To avoid
misunderstandings, i.e. customers with the same ID are
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not identical, it is recommended to use different number ranges.Example for mapping:
C R M
S y s t e m O L T P
E C C
C l a s s i f i c a t i o n F r o m n u m b e r t o number ReplicationdirectionAccountgroupFrom number
tonumber C u s t o m e r 1 0 0 0 - 1999Internalnumber range

0 0 0 1 1 - 999Internalnumber rangeCustomer 1000-


1999Internalnumber range

0 0 0 1 1 - 999Internalnumber rangeThe first customer created in


OLTP ECC gets ID 1 in the OLTP ECC and ID1000 in the CRM system.If the next customer is
created in the CRM system he will get the ID 1001 in theCRM system and ID 2 in the OLTP
ECC.2 . C h o o s i n g i d e n t i c a l n u m b e r r a n g e s

Description

The business partner IDs of ECC and CRM business partners are identical.

There is always an internal assignment table that maps the ECC businesspartner ID to the corresponding
CRM business partner to ensure a consistentdata exchange.

Advantage/Disadvantages

(-) The mapping procedure is complicated.

(-) Duplicate business partner IDs may occur if the mapping is not definedcorrectly.

(+) Identification of the same business partner in OLTP ECC and CRMsystem is easy possible
because of using the same ID.

Procedure

There are two ways to guarantee identical number ranges.a ) L e a d i n g s y s t e m a p p r o a c h Define


a leading system for business partner maintenance, i.e. businesspartners belonging to the same
account group or classification are onlymaintained in the OLTP ECC or in the CRM system
exclusively.For example: Customers (account group 0001) are only maintained in theOLTP ECC, consumers
(account group 0170) are only maintained in theCRM system.The account group and the mapped
classification must have the samenumber range.For the receiving system external number assignment
is required.You have to make sure that business partner creation in the receiving systemis
prohibited.Example for mapping:
C R M
S y s t e m O L T P
E C C
C l a s s i f i c a t i o n F r o m n u m b e r t o number ReplicationdirectionAccountgroupFrom number
tonumber C u s t o m e r 1 - 9 9 9 E x t e r n a l number range

0 0 0 1 1 -999Internalnumber
range(leading)
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Consumer 1000-ZZZInternalnumber range(leading)

0 1 7 0 1 0 0 0 - ZZZExternalnumber rangeb ) S e p a r a t e a c c o u n t
g r o u p a p p r o a c h If the leading system approach is not feasible you can ensure
identicalnumber ranges by using different account groups.For example: Customers have to be
maintained in the ECC system and in theCRM system in parallel. Define one account group (e.g.
0001) for customersthat are created in the ECC system and have to be replicated in the
CRMsystem. Define an additional account group (e.g. Z001) for customers thatare created in the
CRM system and have to be replicated to the ECC system.Use different number ranges for these
account groups and define externalnumber assignment in the receiving system.This approach is
not applicable for consumers because there can only beone unique account group for consumers in the ECC
system. Therefore youhave to choose the leading system approach to ensure identical numbers for consumers
in both systems.
C R M
S y s t e m O L T P
E C C
C l a s s i f i c a t i o n F r o m n u m b e r t o number ReplicationdirectionAccountgroupFrom number
tonumber C u s t o m e r 1 - 9 9 9 E x t e r n a l number range

0 0 0 1 1 -999Internalnumber
range(leading)C u s t o m e r 1 0 0 0 - 1999Internalnumber range(leading)

Z 0 0 1 1 0 0 0 - 1999Externalnumber rangeIn the following only the


required activities for implementing the separate accountgroup approach for customers and the leading
system approach for consumersare described, i.e. the CRM system is the leading system for the
creation of consumers after the initial replication from the ECC system.
.3.1.1.2Mapping Business Partner Master Data from ECC toCRMUse
This step is for the business partner exchange
only from
ECC to CRM
. In the followingsection you perform all necessary steps to get the business partners from the
ECC into theCRM system.In order to map the business partner master data from ECC to CRM you have to
run thefollowing activities:1 . I d e n t i f y i n g r e l e v a n t E C C a c c o u n t g r o u p s . 2.Defining
number ranges for CRM business partners. 3 . D e f i n i n g C R M b u s i n e s s p a r t n e r
groupings.
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4.Mapping ECC account group to CRM classification The following table describes all
relevant elements that have to be maintained for themapping of ECC account groups to CRM
classifications. It is also mentioned at which activitythe element is maintained. It is
recommended to maintain this table to keep the overviewwhen running the following activities.
E C
C C
R M
S t e p
4 S t e p
4 S t e p
3 S t e p
2 S t e p
2 S t e p
2 Account groupNumber
rangeI n t e r v a l N u m b e r
assignmentC l a s s i f i c a t i o n G r o u p i n gNumber
rangeI n t e r v a l N u m b e r assignment
0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0
- 0000999999Internalor
ExternalC u s t o m e r R 0 0 1 R 1 0
0 0 0 1 0 0 0 0 0 - 0000999999External
For the above example, the mapping runs as follows:1 . A b u s i n e s s p a r t n e r f o r a c c o u n t g r o u p
0001 (sold-to party)
is created in the ECC system.2.The account group has the number range assignment
01
and internal number assignment, i.e. a number is automatically created from the interval
0000100000-0000999999
for this business partner, e.g.
100001
.3.The business partner is replicated to the CRM system.4.The account group is
assigned to the classification
Customer
with grouping
R001
.Grouping
R001
is assigned to number range
R1
that is identical to the ECC number range
01
. The ECC customer that is replicated to the CRM system automatically iscreated with
classification
Customer
and gets the same number because external number assignment is chosen for the CRM number range.
.3.1.1.2.1Identifying Relevant ECC Account Groups (SAP ECC)
Please check the Delta Guide.
Use
In the OLTP ECC analyze the relevant account groups and their assigned number ranges.Identify the account
groups that you are using when creating business partners in the OLTPECC. For these account groups a
mapping has to be defined in the following activities.
Procedure
1.Access the activity using one of the following navig ation options:
Transaction code
OVT0
SAP ECC IMG menu
Logistics General

Business partners

Customers

Control

Define account groups and field selection for customer


2.Select your relevant customer groups. 3 . C h o o s e
Details
(F2).4.An overview table of the number ranges appears. Select the field Number range and
choose F4 to get the interval for this number range.In this table, the External field indicates whether the
number range is internal or external.5.Note down the account group information in the
table described in the section
Mapping Business Master Data from ECC to CRM
. It will be used in the following activities.
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.3.1.1.2.2Defining Number Ranges for CRM Business Partners(I) (SAP CRM)
Please check the Delta Guide.
Use
For each number range of the selected account groups of the OLTP ECC you have to createa number range
in the CRM system.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
Cross Application Components

SAP Business Partner

Business Partner

Basic Settings

Number Ranges and Groupings

Define Number Ranges


2 . C h o o s e
Change Intervals
.For each different number range identified in the activity
Identifying Relevant ECC Account
Groups
create a new number range.3 . C h o o s e
Insert Interval
and enter the number range according to the ECC number range.4 . C h o o s e t h e E x t . f l a g f o r t h e
number range.5 . S a v e y o u r e n t r i e s .
.3.1.1.2.3Defining CRM Business Partners Groupings (I) (SAPCRM)
Please check the Delta Guide.
Use
For each number range created in the activity
Defining Number Ranges for CRM BusinessPartners (I)
you have to create a grouping. The business partner gets a number from thenumber range that is assigned to the
grouping. This grouping is only used for defining number ranges for business partners that are replicated
from ECC to CRM.These groupings should not be used for creating business partners in the CRMsystem,
because business partners belonging to these groupings are notreplicated to the OLTP ECC.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross Application Components

SAP Business Partner

Business Partner

Basic Settings

Number Ranges and Groupings

Define Grouping and Assign Number Ranges

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2 . C h o o s e
New Entries
.Create a grouping for each number range interval created in the activity Defining Number
Ranges for CRM Business Partners.3 . E n t e r t h e f o l l o w i n g v a l u e s :
F i e l d V a
l u e R e m a
r k s
G r o u p i n g Y
0 S h o r t n a m e ( E N ) E C C
C u s t o m e r C h o o s e a n a m e i n d i c a t i n g
t h a t t h i s grouping is used for the correspondingECC account groupS h o r t
n a m e ( D E ) E C C K u n d e D e s c r i p t i o n
( E N ) E C C C u s t o m e r D e s c r i p t i o n
( D E ) E C C K u n d e N u m b e r r a n g e
< N u m b e r r a n g e > C h o o s e o n e o f t h e
n u m b e r r a n g e s y o u have created
before.E x t e r n a l S e l e c t e d E x t e
r n a l n u m b e r a s s i g n m e n t
i s r e q u i r e d . 4 . C h o o s e
Enter.
I n t . S t d . G r p i n g D e s e l e c t e d E x t
. S t d . G r p i n g D e s e l e c t e d 5.Save your
entries.
.3.1.1.2.4Creating ECC Reference Customer (SAP ECC)
Please check the Delta Guide.
Use
This activity is not valid:- for ECC releases less than 4.6- if a reference customer for consumer
is already createdBusiness partners with the classification
Consumer: Persons
are distributed as businesspartner master data for consumers to the ECC system (as of release
4.6). The sales areadata copied from the reference business partner to the business partner
master records for consumers in the CRM is not distributed to the customer master records in
the ECC system.The sales area data for consumers in the ECC system is determined from the
ECC referencecustomer. For these data use an existing account group you created as customer master
records for consumers in the ECC system, e.g. account group 0170.You have to create a
customer master record that can be used as reference customer. Thiscustomer must have
consistent sales area data for all sales areas that can be assigned to aconsumer that is created
in the CRM system.Make sure that customer master data is maintained for the combinations:

Sales organization, distribution channel

Sales organization, distribution channel, division


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Do not choose an existing customer as reference business partner.The reference customer doesnt have
to be a consumer himself. Create thereference customer as Sold-to Party.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
XD01
SAP ECC menu
Logistics

Logistics Execution
Master Data

Partner

Customer

Create

Total
2.Create a new customer master record and maintain all relevant data. You can
also copythis business partner from an existing business partner where typical sales area data
ismaintained already.
.3.1.1.2.5Assigning Consumer - Reference Customer (SAPECC)
Please check the Delta Guide.
In order to assign one Customer to the reference customer, you have to maintain theCompany
Code of the customer (Transaction XD02 in SAP ECC).
Use
This activity is not valid:- for ECC releases less than 4.6- if a reference customer for consumer
is already createdThere is only one reference customer in a ECC client. This reference
customer is implicitlyassigned the account group for consumers.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
VD07
SAP ECC menu
Logistics

Sales and Distribution

Master Data

BusinessPartners

Customer

Assign Consumer ref. Customer


2. I n t h e f ie ld
Ref. customer
enter the business partner you have created in the activity
Creating Business Partner for Reference Customer
.3 . C h o o s e
Enter.
4.Save your entries.
.3.1.1.2.6Mapping ECC Account Groups to CRM Classifications (SAP ECC)
Please check the Delta Guide.

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Use
For each of the OLTP ECC account groups you have to define a mapping to a CRM businesspartner
classification and grouping. In the CRM system, the following business partner classifications
exist:

Customer

Consumer: Organization

Consumer: Person

Sales Prospect

Competitor
Procedure
1.Access the activity using the following navigation option:
Transaction code
PIDEFor each account group you have to specify the classification (for example
Consumer
)and the grouping (that is, number ranges).2 . I n t h e d i a l o g s t r u c t u r e c h o o s e
ECC

CRM:
Assign Account Grp to BP Classification
.3 . C h o o s e
New entries
.4 . E n t e r t h e f o l l o w i n g v a l u e s :
F i e l d V
a l u e R e
m a r k s
A c c o u n t G r o u p < A c c o u n t G r o u p I D > C r e a t e
a n e n t r y f o r e v e r y E C C a c c o u n t group even if no mapping
should bedefined for this account
groupN a m e < S h o r t
n a m e o f account group>Determined
automaticallyC l a s s i f i c a t i o n < I D o f t h e
C R M business partner classification>Choose the relevant classification towhich the account
group should beassigned. Leave this field empty if noassignment is necessary, i.e.
businesspartners of this account group dont haveto be replicated to the CRM system.The
account group for consumers (e.g.0170) has to be assigned to theclassification
Consumer: Person
.Y 0 < G r o u p i n g
o f t h e C R M system>Choose the
grouping that was created for this
classification.E x t e r n a l S e l e c t e d E x
t e r n a l n u m b e r
a s s i g n m e n t i s
r e q u i r e d t o make sure that the business partner numbers are
identical in ECC and CRM.
A c c o u n t
G r o u p N a m e C l a s s i f i c
a t i o n G r o u p i n g E x t e r n
a l

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0 0 0 1 S o l d -
t o
p a r t y C u s t o
m e r Y 0 S e l e c
t e d 0 0 0 2 G o o d
s
r e c i p i e n t C u
s t o m e r Y 0 S e l
e c t e d 0 0 0 5 P r o s p
e c t i v e
c u s t o m e r S a l e s
P r o s p e c t Y 0 S e l e c t e
d 0 0 0 6 C o m p e t
i t o r C o m p e t
i t o r s Y 0 S e l
e c t e d 0 1 7 0 C o
n s u m e r C o n s u m
e r :
P e r s o n Y 0 S e l e
c t e d .
. .
. .
. .
. .
.3.1.1.3Mapping Business Partner Master Data from CRM toECC
Please check the Delta Guide.
Use
This step is for the business partner exchange
only from CRM to ECC
. In the followingsection you perform all necessary steps to get the business partners from the
CRM into theECC system.In order to map the business partner master data from CRM to ECC
you have to run thefollowing activities:1.Defining number ranges for CRM business
partners.2 . D e f i n i n g C R M b u s i n e s s p a r t n e r g r o u p i n g s . 3.Creating ECC
business partner number ranges.4 . C r e a t i n g E C C a c c o u n t g r o u p s . 5.Mapping
CRM classifications to ECC account groups. The following table describes all relevant
elements that have to be maintained for themapping of CRM classifications to ECC account
groups. It is also mentioned at which activitythe element is maintained. It is recommended to
maintain this table to keep the overviewwhen running the following activities.
C
R
M
E
C
C ClassificationGrou
p i n gNumber rangeI n t e r v a l N u m b e r
assignmentAccount groupNumber
rangeI n t e r v a l N u m b e r
assignmentS t e p 5 S t e p
2 S t e p 1 S t e p
1 S t e p 1 S t e p
4 / 5 S t e p 3 S t e p
3 S t e p 3
C u s t o m e r C 0 0 1 C 1 0 0
0 0 1 0 0 0 0 0 - 0000999999Internalor
ExternalZ 0 0 1 C 1 0 0 0 0 1 0 0 0 0
0 - 0000999999External
....For the above example the mapping runs as follows:1 . A b u s i n e s s p a r t n e r w i t h
classification
Customer
and grouping C001 is created in the CRMsystem.2.The grouping C001 has the number range
assignment
C1
and internal number assignment, i.e. a number is automatically created from the interval
0000100000-0000999999
for this business partner, e.g.
100002
.
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3.The business partner is replicated to the ECC system.4.The classification is
assigned to the account group
Z001 (sold-to party).
The number range
C1
with the same interval as ECC number range
C1
is assigned to account group
Z001.
The CRM business partner that is replicated from the CRM system to the ECCsystem gets the
CRM number because external number assignment is chosen for theECC number range.
.3.1.1.3.1Defining Number Ranges for CRM Business Partners(II) (SAP CRM)
Please check the Delta Guide.
Use
For the business partners created in the CRM system you have to define number ranges.
Youcan define one number range for all classifications or define for example a separate number range for
each classification.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
BUCF
SAP CRM IMG menu
Cross Application Components

SAP Business Partner

Business Partner

Basic Settings

Number Ranges and Groupings

Define Number Ranges


2 . C h o o s e
Change Intervals
.3 . C h o o s e
Insert Interval
and enter the new number range. Make sure that this interval isnot used in the ECC system for
business partners.Create at least a number range Y5 for CRM customers and Y6 for CRM consumers.4.It is
recommended to use internal number assignment. Therefore the Ext. flag should notbe
selected.5 . S a v e y o u r e n t r i e s .
.3.1.1.3.2Defining CRM Business Partners Groupings (II) (SAPCRM)
Please check the Delta Guide.
Use
For each number range created in the activity
Defining Number Ranges for CRM BusinessPartners (II)
you have to create a grouping. This grouping has to be assigned manually or automatically when creating a
business partner. The business partner gets a number from thenumber range that is assigned to the
grouping.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
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SAP CRM IMG menu
Cross Application Components

SAP Business Partner

Business Partner

Basic Settings

Number Ranges
and Groupings

Define Grouping and Assign Number Ranges


2 . C h o o s e
New Entries
.Create a grouping for each number range interval created in the activity
Defining Number Ranges for CRM Business Partners.
3.Enter the following values:
F i e l d V a l
u e
1 V a l u e 2 R
e m a r k s
G r o u p i
n g Y 5 Y 6
S h o r t n a m e ( E N ) C R M C u s t o m e r C R M
C o n s u m e r C h o o s e a n a m e i n d i c a t i n g that
this grouping is usedfor the corresponding ECCaccount groupS h o r t n a m e
( D E ) C R M - K u n d e C R M -
K o n s u m e n t D e s c r i p t i o n C R M
C u s t o m e r C R M C o n s u m e r
D e s c r i p t i o n ( D E ) C R M - K u n d e C R M -
K o n s u m e n t N u m b e r
r a n g e Y 5 Y 6 C h
o o s e o n e o f
t h e n u m b e r ranges
you have createdbefore.E x t e r n a l < F l a g f o r
e x t . n o . assignment><Flag for ext. no.assignment>Set automaticallyaccording to
the selectednumber range4 . C h o o s e
Enter.
I n t . S t d . G r p i n g D e s e l e c t e d
S e l e c t e d T h i s f i e l d h a s
t o b e s e l e c t e d only for the grouping that isused for
CRM
ConsumersE x t . S t d . G r p i n g D e s e l e c t e d
D e s e l e c t e d 5.Save your entries.
.3.1.1.3.3Creating ECC Business Partner Number Ranges(SAP ECC)
Please check the Delta Guide.
Use
For all number ranges created in the CRM system as described in the activity
Defining CRM Business Partner Number Ranges II
you have to define a corresponding number range in theOLTP ECC. This is necessary to ensure that
business partners created in the CRM systemget the same ID when they are replicated to the
OLTP ECC.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
OVZC
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SAP ECC IMG menu
Logistics - General

Business Partner

Customers

Control

Define and assign customer number ranges


2 . C h o o s e
Define Number Ranges for Customer Master
.3 . C h o o s e
Change Intervals
.4 . C h o o s e
Insert Interval
and enter the number range according to the CRM number rangecreated in the activity Defining CRM Business
Partner Number Ranges II.5 . T h e E x t . f l a g h a s t o b e s e l e c t e d . 6 . S a v e y o u r
entries.
.3.1.1.3.4Creating ECC Account Groups (SAP ECC)
Please check the Delta Guide.
Use
In order to map the CRM business partner classifications to ECC account groups for
thereplication of business partners from the CRM system to the OLTP ECC you have to define
aseparate account group for each classification (exception:
Consumer: Person
)You cant use the same account groups that you have chosen for the replication from theOLTP ECC into the
CRM system, because this would cause inconsistencies. For example:Account group
0001
is mapped to classification
Customer
for both replication directions ECC

CRM and CRM


ECC. When two different customers are created at the same time inECC and CRM it is possible
that they get the same number. In this case the replication wouldnot work because the customer
number that has to be created in the receiving system isalready blocked.These account groups
should not be used for creating business partners in the ECC system,because business
partners belonging to these account groups are not replicated to the CRMsystem.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
OVT0
SAP ECC IMG menu
Logistics General

Business Partner

Customers

Control

Define Account Groups and Field Selection for Customer


2.Create account groups for each CRM classification according to the
followingrecommendation:
C R M C l a s s i f i c a t i o n E C C A c c o u n t G r o u p
C u s t o m e r C o p y
o f 0 0 0 1 Consumer: OrganizationCopy of
0001C o n s u m e r : P e r s o n N o
c o p y ! C o m p e t i t o r C o p y
o f 0 0 0 6 P r o s p ec t i v e Cus t om er Co p y of
0 0 0 5 3.Create the new account groups by copying from the original account
group. Select theaccount group and choose
Copy as.

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4.Enter the following values:
F i e l d V a
l u e R e m a
r k s
A c c o u n t G r o u p
( I D ) < I D > C h o o s e a n I D
b e g i n n i n g w i t h Z , e . g . Z001 for the
copy of account group 0001.Account Group(Name)< S h o r t n a m e > C h o o s e
a n a m e i n d i c a t i n g t h a t t h i s account group is used for the
mapping of CRM classifications, e.g.
CRM Customer
for the copy of account group 0001.N u m b e r r a n g e < N u m b e r r a n g e
I D > C h o o s e t h e n u m b e r r a n g e y o u h a v e created
in the activity
Creating ECC business partner number ranges
for theclassification the account group isdefined for.5 . S a v e y o u r e n t r i e s .
.3.1.1.3.5Defining Partner Functions (SAP ECC)
Please check the Delta Guide.
Use
After creating the new account groups you have to define the partner functions allowed for this
account group.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP ECC IMG menu
Sales and Distribution

Basic Functions

Partner Determination

Set Up Partner Determination


2 . S e l e c t
Set Up Partner Determination for Customer Master
3 . C h o o s e
Account Groups Function Assignment
4 . C h o o s e
New Entries
.5 . E n t e r t h e f o l l o w i n g v a l u e s :
P a r t n .
F u n c t A c c o u n t G r p .
S P < A c c o u
n t
G r o u p > S H
< A c c o u n t
G r o u p > B P
< A c c o u n t
G r o u p > P Y
< A c c o u n t
G r o u p > 6.Save your
entries.
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.3.1.1.3.6Mapping CRM Classifications to ECC AccountGroups (SAP ECC)
Please check the Delta Guide.
Use
For each of the CRM business partner classifications you have to define a mapping to anECC account group.
Use the ECC account groups you have created in the activity
Creating ECC Account Groups.
Procedure
1.Access the activity using the following navigation option:
Transaction code
PIDEFor each account group you have to specify the classification (for example
Consumer
)and the grouping (that is, number ranges).2 . I n t h e d i a l o g s t r u c t u r e c h o o s e
CRM

R/3: Assign BP Classification to Account Grp


.3 . C h o o s e
New entries.
4.Enter the mapping according to the following
recommendation:a ) C o n s u m e r : The business partner data that you create in CRM as
consumers, it is important toknow whether the business partners are organizations or persons.

Organizations are distributed to the ECC system as business partner master datafor customers,
and not for consumers. Thus, the sales area data that was copiedfrom the reference business partner to
business partner master records for consumers in CRM is distributed to customer master
records in the ECC system.Create an account group in the ECC system specifically for business
partner master records with the classification
Consumer: Organization
of the CRMsystem. Do not use an existing account group that you created in the ECCsystem for customer
master records for consumers.

Persons are distributed as business partner master data for consumers to theECC system (as
of release 4.6). The sales area data copied from the referencebusiness partner to the business
partner master records for consumers in theCRM is not distributed to the customer master
records in the ECC system. Thesales area data for consumers in the ECC system is determined
from thereference customer. For these data use an existing account group you created
ascustomer master records for consumers in the ECC system.b ) C u s t o m e r Assign
the account group that is relevant in the ECC system for customers. This isalso assigned when
the business partner is additionally classified as a
prospectivecustomer
and a
competitor
in the CRM system.c ) P r o s p e c t i v e c u s t o m e r Assign the account group that is relevant
in the ECC system for prospectivecustomers. This is also assigned when the business partner
is additionally classifiedas a competitor in CRM.d ) C o m p e t i t o r Assign the account
group that is relevant as competitors in the ECC system.If you have maintained neither an
account group for consumers, nor a referencecustomer in the ECC system or in case that the
release of your ECC system is earlier
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than 4.6, do not assign an account group for these data but use the new accountgroup for both situations:
organizations or persons.
MappingC R M C l a s s i f i c a t i o n E C C A c c o u n t G r o u p
C u s t o m e r C o p y o f 0 0 0 1
( s o l d - t o p a r t y ) Consumer: OrganizationCopy
o f 0 0 0 1 ( s o l d - t o p a r t y ) o r Z170 for ECC < 4.6C o n s u m e r :
P e r s o n 0 1 7 0 o r Z170 for ECC <
4.6C o m p e t i t o r C o p y o f 0 0 0 6
( c o m p e t i t o r ) Prospective CustomerCopy of 0005
(prospective customer 5 . S a v e y o u r e n t r i e s .
.3.1.1.4Synchronizing Field Settings for Business Partners(SAP ECC)
Please check the Delta Guide.
Use
In order to replicate business partners from the OLTP ECC to the CRM system and vice
versayou have to synchronize the field settings for business partner, i.e. if a master data
recordfield in the receiving system has the setting
Required Entry
an upload is only successful if thisfield maintained in the master data record of the sending
system.To avoid replicating problems the required entries of the master data records have to
beidentical. Please check these entries especially in the following cases:

You have changed optional entries to required entries in the ECC system or the CRMsystem.

You have to replicate consumers with account group 0170.


Procedure
1.Access the activity using one of the following navigation options:
Transaction code
OVT0
SAP ECC IMG menu
Logistics General

Logistics Basic Data: Business partners

Customers

Control

Define account groups and field selection for customer


2.Choose an account group that is relevant for the mapping. 3 . C h o o s e
Details
.4 . D o u b l e - c l i c k t h e t e x t
General Data
in the screen area
Field status
.5.Double-click on each of the different entries in the
Select Group
area, for example,
Address
. The corresponding field list is displayed.6.Repeat these steps for all field status areas
(Company code data, Sales data).
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7 . I n t h e
CRM system
choose the IMG activity:
Cross-Application Components

SAP Business Partner

Business Partner

Basic Settings

Field Groupings

Configure Field Attributes per BP Role


8.Choose the business partner roles that correspond to the account group and check if
therequired entries are identical.In order to check if the replication of business partners works in
general withoutregarding problems caused by incomplete master record fields you can set allfields for the
relevant account groups to status
Optional
. After a successful testreplication for a single business partner you have to reset these fields to
status
Required
in order to avoid data inconsistencies.
.3.1.1.5Configuring Field Attributes per ClientProcedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Cross Application Components

SAP Business Partner

Business Partner

Basic Settings

Field Groupings

Configure Field Attributes per Client


2 . S e l e c t
BUPA
(SAP Business Partner).3 . C h o o s e
Field Grouping
.4.Double-click Data Set CRM40 CRM Classification.5.Set the radio button to not
specified for field grp 1072 R/3 Account Group 6 . C h o o s e
Save
.7 . C h o o s e
Back
.
.3.1.1.6Replicating ECC Reference Customer (SAP CRM)
Please check the Delta Guide.
Use
In order to make sure that the sales area data of a CRM consumer is identical in the
CRMsystem and the ECC system you can download the ECC reference customer to the
CRMsystem and use him as CRM reference business partner.The replication of the reference
customer is only relevant to the ECC systemrelease 4.5 or higher.You can directly replicate the
reference business customer out of the referencecustomer transaction in CRM.
Procedure
1.Access the activity using one of the following navigation
options:
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Transaction code
CRMC_BUPA_CONSUM
SAP CRM IMG menu
CRM

Master Data

Business Partner

Basic Settings

Maintain Reference Business Partner for Consumers


2.From the menu, choose
Environment
and
Initial Download Reference Customer.
Thereference BP for consumers is downloaded from the ECC System and is inserted in
theReference Business Partner field.3 . C h o o s e E d i t . 4 . C h o o s e t h e R e f e r e n c e
Customer.5 . C h o o s e
Sales Area Data
.6.On the Billing tab maintain values at least for the fields
Cust Pric. Procedure
and
Currency
for the combinations
Sales Organization / Distribution Channel
and
SalesOrganization / Distribution Channel /Division.
7.Save your entries.
.3.1.1.7Maintaining Reference Business Partner for Consumers (SAP CRM)
Please check the Delta Guide.
Use
In this activity you define the replicated ECC reference customer as reference businesspartner
for consumers in the CRM system.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
CRMC_BUPA_CONSUM
SAP CRM IMG menu
CRM

Master Data

Business Partner

Basic Settings

Maintain Reference Business Partner for Consumers


2.Check if the field
Reference Bus. Partner
is filled.3.Note the number of the Reference Business Partner, choose the
transactionCRMM_BUPA_MAP, put the number of reference business partner into the field
Business Partner
and choose
Enter
.4 . S e e w h e t h e r t h e f i e l d
Customer
contains the number of the Reference Customer in ECC.5.Copy the GUID of the Reference
Business Partner which is displayed in the field
Business partner GUID
.6.Go to your related ECC System, choose transaction SE16, choose the table
nameCRMKUNNR and press F7, put the copied GUID of the CRM reference business partner
into the field PARTN_GUID in the selection screen and execute it.7.Check if you can find an
identical entry for this selection and see if the field CUSTOME_NO contains the number
of the Reference Customer in ECC. If all thischecks are done, you can start the load of the
customers.
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.3.1.1.8Selecting Customers for Replication (optional) (SAPCRM)
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AC1
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Object Management

Business Objects
2.Ensure that you are in change mode. Choose
Display <-> Change
(Ctrl+F1).3.To set the filter for the business object CUSTOMER_MAIN, click on the
filter symbol.4 . G o t o t h e t a b
Filter Settings
.5 . I n t h e f i e l d
Source Site Name
, choose the site source of your data (normally OLTP).6.Choose the relevant data for your
filter settings, for example you can specify the customer numbers for
replication.7 . S a v e y o u r s e t t i n g s . If you specify filter criteria and enter values into
numeric fields to narrow therange of objects to be downloaded, make sure you add leading zeros to the
valueuntil the full length of the ECC database table field is reached.
Example:
Customer number KNA1.KUNNR requires 10 digits (0000065543)Material number MARA.MATNR requires 18
digits (000000000010000040). Thematerial number must have the same format as in the ECC
system; checkdatabase entries (Table MARA) with transaction code SE17.This is due to differences
in field lengths between the CRM system and the ECCback-end system. Do not take into
account the field length of the CRM system.
.3.1.1.9Replicating Customers (SAP CRM)
Please check the Delta Guide.
Prerequisites
There are some prerequisite configuration objects before you load business partners. Makesure the
necessary configuration objects are loaded successfully (transaction R3AM1
)
.The essential 12 configuration objects are the following:DNL_CUST_ACGRPB, DNL_CUST_BNKA,
DNL_CUST_ADDR, DNL_CUST_KTOKD,DNL_CUST_TVPV, DNL_CUST_TVLS,
DNL_CUST_TVIP, DNL_CUST_TVGF,DNL_CUST_TVKN, DNL_CUST_TKUKL, DNL_CUST_TVFS,
DNL_CUST_TVAST,DNL_CUST_TSAB, DNL_CUST_TPFK, DNL_CUST_T502T,
DNL_CUST_TBRC.If you are working with consumers you have to replicate the reference
customer before.
Procedure

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1.To replicate the customers, either as specified in the filter or all customers, into
the CRMsystem, access the activity using one of the following navigation options:
Transaction code
R3AS
SAP CRM menu
Architecture and Technology

Middleware

DataExchange

Initial Load

Start
2 . I n t h e
Load Object
field, enter
CUSTOMER_MAIN
.3 . I n t h e
Source Site
field enter
OLTP
and in the
Destination Site
field enter
CRM
.4 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute (F8)
.
.3.1.1.10Monitoring Replication Status (SAP CRM)
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Architecture and Technology

Middleware

DataExchange

Initial Load

Monitor Objects
2 . I n t h e
Object Name
field, enter the downloaded object to get the download status of thisobject. You can also make no entry to
get the status of all downloaded objects.3.The replication is complete if all obj ects have
the status
Done
.In case of problems during replication- Call the transaction
SMWP
(Middleware Portal) and search for error states inthe area
Runtime Information
.- Refer to section
Tips and Tricks for the Replication Process
of this guide.
.3.1.1.11Checking Business Partners (SAP CRM)
Please check the Delta Guide.
Prerequisites
In the Business Partner Maintenance of the CRM system, ensure that the business partner has
a corresponding entry in the
Sales Area
of the sales, distribution, and invoicing data.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
BP
SAP CRM menu
Master Data

Business Partner

Maintain BusinessPartner
2.Enter the number/name of your business partner. 3 . I n f i e l d
Display in Role
, choose
Sold-to-Party
.
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4.On the application toolbar choose button
Sales Area Data.
5.Choose button
Choose sales area
and select the relevant sales areas.6.Choose the Shipping and Billing tab and check whether
the required data is available.If no fields are displayed on the
Sales, Shipping
and
Billing
tab, run the followingprocedure.7 . C a l l t r a n s a c t i o n
BUSP
(Generate Subscreen Containers for Screens).8.Enter the following values (choose your
client):9 . C h o o s e
Execute
(F8).
3.1.2Replicating Contact P e r s o n s .3.1.2.1Replicating
Contact Persons (SAP CRM)
Please check the Delta Guide.
Prerequisites
The replication of the customers has to be finished successfully.
Procedure
To replicate the contact persons into the CRM system, carry out these steps:1.Access the
activity using one of the following navigation options:
Transaction code
R3AS
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Initial Load

Start
2 . I n t h e
Load Object
field, enter
CUSTOMER_REL
.3 . I n t h e
Source Site
field enter
OLTP
and in the
Destination Site
field enter
CRM
.4 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute (F8)
.
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All contact persons for whom the corresponding business partners are notavailable in CRM are
automatically omitted.
.3.1.2.2Monitoring Replication Status (SAP CRM)Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Initial Load

Monitor Objects
2 . I n t h e
Object Name
field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the
status of all downloaded objects.
Result
The replication is complete if all objects have the status
Done.
In case of problems during replication, call transaction SMWP (MiddlewarePortal) and search
for error states in the area
Runtime Information
.For a detailed error handling see section
Tips and Tricks for the ReplicationProcess
at the end of this guide.
.3.1.2.3Checking Completeness of Replication (SAP CRM)
Please check the Delta Guide.
Procedure
To check the completeness of the contact person replication, carry out these steps:1.Access
the activity using one of the following navigation options:
Transaction code
SE16
SAP CRM menu
Architecture and Technology

ABAP Workbench

Overview

Data Browser
2 . E n t e r
BUT050
in the field
Table name
.3 . C h o o s e
Execute
(F8).4.Compare the number of entries with the number of entries in the ECC table
KNVK.The number of entries should be identical. Please note that all contact persons for
whichthe corresponding business partner isnt available in the CRM system are not replicated.
3.1.3Replicating Customer Hierarchy (Optional)
Please check the Delta Guide.
Use

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You can match the customer hierarchy in the ECC back end to the business partner group inthe CRM system.
.3.1.3.1Replicating Customer Hierarchy (SAP CRM)
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation op tions:
Transaction code
R3AS
SAP CRM menu
Middleware

Data Exchange

Initial Load

Start
2 . I n t h e
Load Object
field, enter
DNL_BUPA_KNVH
.3 . I n t h e
Source Site
field enter
OLTP
and in the
Destination Site
field enter
CRM
.4 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute (F8)
.
.3.1.3.2Monitoring Replication Status (SAP CRM)Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange
Initial Load

Monitor Objects
2 . I n t h e
Object Name
field, enter the downloaded object to get the download status of thisobject. You can also make no entry to
get the status of all downloaded objects.
Result
The replication is complete if all objects have the status
Done.
In case of problems during replication, call the transaction
SMWP
(MiddlewarePortal) and search for error states in the area
Runtime Information
.For a detailed error handling see section
Tips and Tricks for the ReplicationProcess
at the end of this guide.
.3.1.3.3Matching Customer Hierarchy to Business Partner Group (SAP
CRM)
Please check the Delta Guide.
Procedure
To match customer hierarchy to business partner group, carry out these steps:1.Access the
activity using the following navigation option:
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Transaction code
BPH_DNL2 . C h o o s e
Execute
(F8).3 . C h e c k t h e l o g f i l e f o r e r r o r s . 4 . C h o o s e
Save.
.3.1.3.4Activating Delta Load (SAP CRM)
Please check the Delta Guide.
Use
The delta download for the ECC customer hierarchy is active.All data changed in the ECC system is
delta downloaded to CRM. The customer hierarchy isbuilt as a hierarchy tree of the category
01
for pricing with the description
ECC-CRM
.Consequences:

You can display, but not maintain this tree in CRM.

You can no longer create trees with the category


01
.This way it is ensured that pricing based on the customer hierarchy and the BP grouphierarchy
will have the same result in both the ECC system as well as in CRM.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
CRM

Master Data

Business Partner

BusinessPartner Group Hierarchy

Data Exchange of R/3Customer Hierarchies with the CRM System

ActivateDelta Load
2.Set flag in field
Delta download active
.3 . S a v e y o u r e n t r i e s .
3 . 1 . 4 R e p l i c a t i n g M a t e r i a l s
Please check the Delta Guide.
Please regard Note 432339 if any errors occur with the replication.
Use
The following activities are needed to replicate the product settings to the CRM system:

Checking Material

Defining Number Ranges for Materials

Defining Item Category Groups


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Selecting Materials for Replication

Replicating Materials

Monitoring Replication Status


.3.1.4.1Checking Material (SAP ECC)Use
In this step you check whether the material master that you want to sell in your CRM systemis in
the corresponding sales area in the ECC system.
Procedure
Access the activity using one of the following navigation options:
Transaction code
MM03
SAP ECC menu
Logistics

Materials Management

Material Master

Material

Display

Display Current
.3.1.4.2Defining Item Category Groups
Please check the Delta Guide.
Use
The item categories of the ECC back end have to be created in the same way in the
CRMsystem.
.3.1.4.2.1Checking Item Category Groups (SAP ECC)
Please check the Delta Guide.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP ECC IMG menu
Sales and Distribution

Sales

Sales Documents

SalesDocument Item

Define Item Category Groups


2.Copy the relevant item categories that you want to use in the CRM system.
.3.1.4.2.2Copying Item Category Groups (SAP CRM)
Please check the Delta Guide.
Procedure
To create the item category groups in the CRM system, carry out these
steps:
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1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
CRM

Transactions

Basic Settings

Define ItemCategory Group


2 . O n t h e
Item Category Group
screen choose
New entries
.3.Paste the relevant item category groups of the ECC back end.4 . S a v e y o u r
e n t r i e s . There are item category groups in the CRM system initially. When copyingalready
existing item category groups from the ECC system you get an error message during saving in the
CRM system. In this case you have to choose
Skip
.If you copy item category groups from the ECC system that are not in thecustomer name space
you will receive a warning message. Confirm this messagewith
Enter
if this item category is really required in the CRM system.
.3.1.4.3Selecting Materials for Replication (SAP CRM)
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AC1
SAP CRM menu
Architecture and Technology

Middleware

DataExchange

Object Management

Business Objects
2.Ensure that you are in change mode. Choose
Display <->Change
(Ctrl+F1).3.Set the filter for the business object MATERIAL by clicking on the filter
symbol.4 . I n t h e f i e l d
Source Site Name
choose OLTP.5.Specify the material numbers for replication, for example by selecting
table MARA andfield MATNR.6 . S a v e y o u r s e t t i n g s . 7 . C h o o s e t h e
button
Filter Synchr
. (see Note 513550).If you specify filter criteria and enter values into numeric fields to narrow
therange of objects to be downloaded, make sure you add leading zeros to the valueuntil the full length of the
ECC database table field is reached.Material number MARA.MATNR requires 18 digits
(000000000010000040). Thematerial number must have the same format like in the ECC system,
checkdatabase entries with transaction code SE17.For more details refer to section
Defining Filters for Objects
of this guide.
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.3.1.4.4Replicating Materials (SAP CRM)Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AS
SAP CRM menu
Architecture and Technology

Middleware

DataExchange

Initial Load

Start
2 . I n t h e
Load
Object
field, enter MATERIAL.3 . I n t h e
Source Site
field enter OLTP and in the
Destination Site
field enter CRM.4 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute
(F8).
.3.1.4.5Monitoring Replication Status (SAP CRM)Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Initial Load

Monitor Objects
2 . I n t h e
Object Name
field, enter the downloaded object to get the download status of thisobject. You can also make no entry to
get the status of all downloaded objects.
Result
The replication is complete if all objects have the status
Done.
In case of problems during replication, call transaction
SMWP
(MiddlewarePortal) and search for error states in the area
Runtime Information
.For a detailed error handling see section
Tips and Tricks for the ReplicationProcess
at the end of this guide.
.3.1.4.6Checking Materials (SAP CRM) Prerequisites
In the Product Maintenance of the CRM system, ensure that the product has entries for
Salesand Distribution.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
COMMPR01
SAP CRM menu
Master Data

Products

Maintain Products
2.Enter the id/description of one of your replicated products.3.Check the fields on
the General, Material and Sales and Distribution tab for
completeness.
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If an error message related to marketing attributes occurs when startingtransaction COMMPR01
run the report
COM_SETTYPE_ATTRIBUTE_40
for attribute conversion as mentioned in the error message.
3 . 1 . 5 R e p l i c a t i n g C o n d i t i o n s Procedure
In order to replicate conditions you have to make sure that the following activities have
beenexecuted:

Replicating Condition Customizing (refer to section


Replicating Condition Customizing
)

Business partners and material master have been replicated


.3.1.5.1Checking Conditions (SAP ECC)Use
In this step you check whether the pricing conditions exist for the corresponding sales area inthe
OLTP ECC.
Procedure
Access the activity using one of the following navigation options:
Transaction code
VK33
SAP ECC menu
Logistics

Sales and Distribution

Master Data

Conditions

Display
.3.1.5.2Replicating Conditions (SAP CRM)
Please check the Delta Guide.
Use
In the initial replication each condition table is loaded separately.
Procedure
1.To replicate conditions from the ECC back -end system into the CRM system,
access theactivity using one of the following navigation options:
Transaction code
R3AS
SAP CRM menu
Architecture and Technology

Middleware

DataExchange

Initial Load

Start
2.The condition objects for the ECC conditions tables have the
patternDNL_COND_<AXXX> where XXX is the ECC condition table, for
exampleDNL_COND_A304.3.You only have to replicate the condition records for your required
conditions tables of thepricing procedures.
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4 . C h o o s e
Multiple Selection
beside the
Load
Object
field and enter all required objects inthe
Single Vals
column.5 . I n t h e
Source Site
field enter OLTP and in the
Destination Site
field enter CRM.6 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute
(F8).
.3.1.5.3Replicating Specific Conditions Use
Beside the pricing conditions, there are additional conditions that have to be downloaded if the following CRM
functionality is to be used:

Free Goods

Product DeterminationFor details about free goods and product determination see building block
CRM Cross-topic Functions
.You can skip or postpone this section if free goods and product determination arenot relevant at all or at the
current implementation phase.
Procedure
1.To replicate conditions from the ECC back -end system into the CRM system,
access theactivity using one of the following navigation options:
Transaction code
R3AS
SAP CRM menu
Architecture and Technology

Middleware

DataExchange

Initial Load

Start
2.Select the download objects
DNL_CUST_FGD
and
DNL_CUST_CND_FG
for replicatingthe customizing for Free Goods and
DNL_CUST_PDD
and
DNL_CUST_CND_PD
for replicating the customizing for Product Determination.3 . I n t h e
Source Site
field enter
OLTP
and in the
Destination Site
field enter
CRM
.4 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute
(F8).5 . S e l e c t t h e d o w n l o a d o b j e c t
DNL_COND_N010
for replicating the conditions for FreeGoods and
DNL_COND_D001
for replicating the conditions for Product Determination.6 . I n t h e
Source Site
field enter
OLTP
and in the
Destination Site
field enter
CRM
.7 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute
(F8).
.3.1.5.4Monitoring Replication Status (SAP CRM)Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Initial Load

Monitor Objects
2 . I n t h e
Object Name
field, enter the downloaded object to get the download status of thisobject. You can also make no entry to
get the status of all downloaded objects.
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Result
The replication is complete if all objects have the status
Done.
In case of problems during replication, call transaction SMWP (MiddlewarePortal) and search
for error states in the area
Runtime Information
.For a detailed error handling see section
Tips and Tricks for the ReplicationProcess
at the end of this guide.
.3.1.5.5Checking Completeness of Replication (SAP CRM)
Please apply SAP Note 670630 for improving the result of the check report.
Procedure
1.Access the activity using the following navigation option:
T r a n s a c t i o n c o d e C N D _ M A P _ L O G _ D I S P L A Y
2.Enter COND_EXCHANGE in the field Object and CONDITIONS in the field
Subobject.3 . C h e c k t h e l o g f i l e f o r e r r o r s . You can also compare the content of the ECC
condition tables with the corresponding CRMcondition tables. The CRM condition tables have the
prefix CNCCRMPRSAPXYZ where XYZis the number of the ECC condition table, e.g. the ECC
table A005 is mapped to the CRMtable CNCCRMPRSAP005.
.3.1.5.6Displaying Condition Types in Product Conditions(SAP CRM)Use
The purpose of this task is to make your downloaded ECC-condition types (for examplePR00)
visible in the CRM product conditions.The following steps are described for condition type PR00
as example.
Procedure
1.Access the activity using the following naviga tion options:
Transaction code
SPRO
SAP CRM IMG menu
Customer Relationship Management

Master Data

Conditions and Condition Technique

Condition Technique:Basics

Create Maintenance Group


2.Mark the group PRODUCTCRM (Product sales prices). 3 . D o u b l e - c l i c k o n
folder
Condition Maintenance Group: Detail
.4.Now you can see the permitted conditions and tables displayed in the product
conditions.5 . N o t e t h e h i g h e s t u s e d c o u n t e r . 6 . C h o o s e
New Entries
.7 . M a k e t h e f o l l o w i n g e n t r i e s :
Counter
Next unused Counter
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Appl. Class
CRM
Usage
PR
Condition Table
Use the condition table, you are using for your condition(for example, SAP304)
Cond. Type
Your ECC Condition (for example, PR00)
Description
For example, Price8 . S a v e y o u r s e t t i n g s .
Result
The downloaded conditions are now visible in the CRM product conditions.
.3.1.5.7Checking Pricing Procedures (SAP CRM) Use
Check whether the pricing procedures were downloaded correctly.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
CRM

Basic Functions

Pricing

Define Settings for Pricing

Create Pricing Procedure


2.Check whether all required pricing procedures are available.3.Select the required
pricing procedure and choose
Control Data
. Check the pricingprocedure control data for completeness.
.3.2Transaction Data Replication3 . 2 . 1 R e p l i c a t i n g
Sales Documents
Please check the Delta Guide.
Use
The download of existing sales documents, for example sales orders into the CRM system,
isimportant to access existing documents and to be able to send sales documents that havebeen created on the
Mobile Client back to the Mobile application after changes have beenmade to the documents in the back-end
system.
.3.2.1.1Number Ranges for Sales Documents
Please check the Delta Guide.
Use

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In order to keep the sales document number identical when replicating sales documents fromthe CRM system
to the ECC system and vice versa the number ranges of the CRM systemand the ECC system
have to be synchronized.A prerequisite for having identical numbers is the usage of external
number assignment in thereceiving system. To avoid duplicate sales document numbers when
creating salesdocuments in parallel in both systems you have to maintain separate number ranges in theECC
system and the CRM system.The following table describes a valid mapping of the number ranges. These
number rangesare available initially in both systems, so if you use exactly these number ranges
for your sales documents no further mapping is required. Otherwise you have to define a mapping
asdescribed in the following sections.
E C C
S y s t e m R e p l i
c a t i o n DirectionCRM SystemNumber RangeInterval
Assign-mentNumber RangeI n t e r v a l A s s i g n m e n t
0 1 0 0 0 0 0 0 0 0 0 1 - 0004999999Internal

1 3 0 0 0 0 0 0 0 0 0 1 -
0004999999External0 2 0 0 0 5 0 0 0 0 0 0 -
000599999External

0 1 0 0 0 5 0 0 0 0 0 0 - 0005999999Internal
.3.2.1.1.1Defining Number Ranges for ECC Sales Documents(SAP ECC)
Please check the Delta Guide.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP ECC IMG menu
Sales and Distribution
Sales
Sales Documents
SalesDocuments Header
Define Number Ranges for SalesDocuments
2 . C h o o s e
Change Intervals
.3.For each CRM number range for sales documents a corresponding ECC number
rangewith external number assignment is required.4 . C h o o s e
Create Intervals
to create a new number range. The interval limits have to beidentical with the interval limits of
the CRM system.
.3.2.1.1.2Defining Number Ranges for CRM Sales Documents(SAP CRM)
Please check the Delta Guide.
Procedure
1.Access the activity using the following navigation options:
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Transaction code
SPRO
SAP CRM IMG menu
Customer Relationship Management
Transactions
Basic Settings
Define Number Ranges
2 . C h o o s e
Number Ranges for Sales Transactions
.3.For each ECC number range for sales documents a corresponding CRM number
rangewith external number assignment is required.4 . C h o o s e
Create Intervals
to create a new number range. The interval limits have to beidentical with the interval of the
ECC system.
.3.2.1.2Defining Settings for Sales Documents
Please check the Delta Guide.
Use
In order to replicate transaction data correctly from the CRM system into the ECC system
andvice versa, the settings for document processing must match the business control in bothsystems.This
means that for sales documents a sales document type of the same name must exist inthe ECC system for
the transaction type in the CRM system. The same applies for itemcategories, item category
groups and item category determination.SAP delivers standard settings for this.If you have defined
additional
transaction types or item categories then it is necessary tomaintain these settings in the CRM
system accordingly otherwise you can skip this activity.This chapter describes how to
synchronize the ECC and CRM settings for the replication of documents from the ECC system
to the CRM system. For the replication of documents fromthe CRM system to the ECC system
the procedure is analogous.
.3.2.1.2.1Identifying ECC Sales Document Types (SAP ECC)
Please check the Delta Guide.
Procedure
1.Access the activity using the following n avigation options:
Transaction code
SPRO
SAP ECC IMG menu
Sales and Distribution
Sales
Sales Documents
SalesDocuments Header
Define Sales Document Types
2.Note down your customer-specific sales document types for which sales
documents haveto be replicated to the CRM system.
.3.2.1.2.2Identifying ECC Item Categories (SAP ECC)
Please check the Delta Guide.
Procedure

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1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP ECC IMG menu
Sales and Distribution
Sales
Sales Documents
SalesDocuments Item
Define Item Categories
2.Note down your customer-specific item categories for which sales documents
have to bereplicated to the CRM system.
.3.2.1.2.3Defining Transaction Types (SAP CRM)
Please check the Delta Guide.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Customer Relationship Management
Transactions
Basic Settings
Define Transaction Types
2.Create a new transaction type for each customer specific ECC sales document
type thatis relevant to the replication. The identifier of the CRM transaction type and the
ECCdocument type must be identical.You can also copy an existing transaction type, for example
TA
(standard order).3.Synchronize the customizing settings (for example, number range, partner
determination)of this transaction type with the ECC sales document type settings.4.See the
IMG documentation of this IMG activity for details.
.3.2.1.2.4Defining Item Categories (SAP CRM)
Please check the Delta Guide.
Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Customer Relationship Management
Transactions
Basic Settings
Define Item Categories
2.Create an item category for each customer specific ECC item category that is
relevant tothe replication. The identifier of the CRM item category and the ECC item category
mustbe identical.You can also copy an existing item category, for example,
TAN
(sales item).3.Synchronize the customizing settings (e.g. partner determination) of
this item categorywith the ECC item category settings.4.See the IMG documentation of
this IMG activity for details.
.3.2.1.2.5Defining Item Category Determination (SAP CRM)
Please check the Delta Guide.

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Procedure
1.Access the activity using the following navigation options:
Transaction code
SPRO
SAP CRM IMG menu
Customer Relationship Management
Transactions
Basic Settings
Define Item Category Determination
2.Define a determination procedure for each new item category created in the
precedingactivity.3.Synchronize the settings of this item category with the ECC item
category settings.4.See the IMG documentation of this IMG activity for details.
.3.2.1.3Selecting Sales Documents for Replication (SAP CRM)Prerequisites
Please apply SAP Note
486277
in the CRM system before starting the replication of salesdocuments.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AC1
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Object Management

Business Objects
2.Ensure that you are in change mode. Choose
Display -> Change
.3 . S e t t h e f i l t e r f o r t h e b u s i n e s s o b j e c t
SALESDOCUMENT
by clicking on the filter symbol.4 . I n t h e f i e l d
Source Site Name
choose
OLTP
.5.The selection criteria for filtering are the fields of the ECC system customer
table VBAK.Logical operators are used to define the value interval for the chosen
fields.6.Make sure you specify at least one filter criterion with the table field VBAK -
ERDAT(Document Creation Date) of the following type:
T a b l e / s t r u c t u r e
F i e l d O P L o w
V B A K E R D A T G r e
a t e r o r equal than<Date> in format YYYYMMDD(e.g.
20010418)Without this entry the download will not be successful.7 . C h o o s e
Regenerate Filter
.8 . S a v e y o u r e n t r i e s . If you specify filter criteria and enter values into numeric fields
to narrow therange of objects to be downloaded, make sure you add leading zeros to the valueuntil the full
length of the ECC database table field is reached.For more details refer to section
Defining Filters for Objects
of this guide.
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.3.2.1.4Starting Replication of Sales Documents (SAP CRM)Prerequisites
Change the date profile 000000000004
Sales Order
(or the corresponding date profile whichis used by your transaction type).Note
543686
describes the procedure how to change the date profile exemplary for theservice order.It is also very
important to implement Note
486277
before carrying out the following steps.Otherwise you might get a
Sysfail
message (transaction SMW01) and the download stops.All business partners and products/materials being
maintained in the sales documents goingto be downloaded are already replicated from the ECC to the
CRM system.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AS
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Initial Load

Start
2 . I n t h e
Load Object
field, enter
SALESDOCUMENT
.3 . I n t h e
Source Site (Sender)
field enter
OLTP
and in the
Destination Site (Receiver)
fieldenter
CRM
.4 . T o r u n t h e r e p l i c a t i o n , c h o o s e
Execute
(F8).Only those sales documents being created with business partners and materialsthat already existed in the
CRM system are going to be downloaded to the CRMsystem.
.3.2.1.5Monitoring Replication Status (SAP CRM)Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Architecture and Technology

Middleware

Data Exchange

Initial Load

Monitor Objects
2 . I n t h e
Object Name
field, enter the downloaded object to get the download status of thisobject. You can also make no entry to get the
status of all downloaded objects.
Result
The replication is complete if all objects have the status
Done.
In case of problems during replication, call the transaction
SMWP
(MiddlewarePortal) and search for error states in the area
Runtime Information
.For a detailed error handling see section
Tips and Tricks for the ReplicationProcess
at the end of this guide.
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.3.3Tips and Tricks for the Replication Process
Please see SAP Note 430980 for the latest error analysis procedure.
3 . 3 . 1 O b j e c t M a n a g e m e n t .3.3.1.1Changing Block Size
Please check the Delta Guide.
Use
The block size specifies the number of object instances that will be selected and forwarded ina
single operation. The block size is set by the system. The default value only has to bechanged if there are
problems (for example, memory overflow when making selection in theECC system).
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AC1
SAP CRM menu
Middleware

Data Exchange

Object Management

Business Objects
2 . I n t h e
Object Overview
screen choose
Display

Change
.3.Select the object for which the block size should be changed and select the
button
Filters
.4 . C h a n g e t h e e n t r y i n t h e f i e l d
Block Size
.
.3.3.1.2Defining Filters for Objects
Please check the Delta Guide.
Use
Under
Filter Settings
you can set filters for a business object. For Customizing and conditionobjects the filters can be
defined only using tables/structures and the table-related filter symbol. If you use more than one
filter entry per object, filters to the same table field arelinked with an OR. Filters to different table
fields are linked by AND.The filter condition VKORG = 0001, VKORG = 0002 results in a set that contains
both the firstand second sales organization.The filter condition VKORG = 0001, VTWEG = 01 results in
objects that fulfill both conditionsat the same time.
Procedure
1.Access the activity using one of the following navigation
options:
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Transaction code
R3AC1
SAP CRM menu
Middleware

Data Exchange

Object Management

Business Objects
2.Mark a business object and choose
Details
.3 . C h o o s e
Filter Settings.
4.Enter the data for the following fields:
F i e l d P r o c e d u
r e
Source site Use the input help to select the site you want to set the filter criteria for. For
example, for an initial data transfer from SAPECC, this is the ECC System from which the data
is to betransferred.Note: The selection is dependent on the allowed flow
contexts(SMOFINICON).T a b l e U s e t h e i n p u t h e l p t o
s e l e c t a t a b l e , f o r e x a m p l e , K N A 1 f o r
customer master.F i e l d U s e t h e i n p u t
h e l p t o s e l e c t a f i e l d . O P
( O p e r a t o r ) S e l e c t a n
o p e r a t o r . L O W S p e c i f y t h e l o w e r l i m i t
f o r t h e f i l t e r c o n d i t i o n . I f t h e f i e l d
y o u selected is a date field, enter the date with the formatYYYYMMDD. Leading zeros should be
used as values for example, for customer and material
numbers.H I G H S p e c i f y t h e
u p p e r l i m i t . I n c l . / E x c l . S p e c i f y
w h e t h e r t h e s t a t e d v a l u e / i n t e r v a l r a n g e s h o u l d
b e included or not.Inclusive: the resulting set lies within the range.Exclusive: The resulting set
lies outside the range.I n a c t i v e S e t y o u r f i l t e r
c o n d i t i o n s t o a c t i v e . 5 . S a v e y o u r e n t r i e s . The
Generate Filter
pushbutton located below the menu is only used for regenerating filter modules for selected objects, and should
only be used inexceptional cases.

The fields for filtering are available predefined for the objects. You will find thevalues allowed for
each object when you make your selection.

Some objects are delivered with predefined filters. SAP recommends that you donot change or delete. If
necessary, you should define new filters. The purpose of filters is to reduce the size of the
dataset transferred. You can find the predefinedfilters in the change functions of the Adapter Framework
and in table SMOFFILTAB.

Filters from CRM to CDB are currently not supported; only filters from ECC OLTPto CRM are
supported.

Filter conditions are only stored locally and are not contained in the transport of adapter objects.
In this way filters are not transported from the development systemto the production system.
This is because filter conditions are site-specific and aredefined differently in the development
system to the production system. New filter settings have to be defined in each
system.
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3.3.2Improving Performance During Replication
Please check the Delta Guide.
Use
The initial download of objects such as the material master data can lead to performanceproblems.
Procedure
In order to improve performance, apply SAP Note 0350176.
3.3.3Monitoring and Error Analysis for Replication
Please check the Delta Guide.
Several tools for monitoring can be used to check the status of the replication.
.3.3.3.1Monitoring Download Status
Please check the Delta Guide.
Use
The list
Monitor Objects
shows the current download status (
Running, Wait, Done
) for previously selected objects.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Middleware

Monitoring

Data Exchange

Monitor Objects
2.Enter either an object name or an object name area or use the F4 input
help.Leave the selection empty if you want to display all objects.3 . U n d e r
Additional Selection Criteria
you can select by the current status:
Abort
,
Waiting
,
Running
or
Done.
4 . C h o o s e
Execute
.5 . O n t h e
Monitor Download Objects
screen you get the following information that gives youhints about the correctness of the
download for each object.
F i e l d V a
l u e
C h e c k b o x S e t t h e i n d i c a t o r t o s e l e c t a
t r a n s f e r o b j e c t f o r f u r t h e r
processing.S t a t u s T h e f o l l o w i n g
v a l u e s a r e p o s s i b l e :

Red (waiting) i.e. not yet started or aborted


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Yellow (
Running
)

Green (
Done
)Object nameP ( P a r e n t ) I f t h i s i n d i c a t o r i s s e t ,
t h e r e i s a s u p e r o r d i n a t e o b j e c t i n
t h e transfer.D a t e D a t e o f t h e
l a s t t r a n s f e r
b l o c k . Time Start time of the last transfer block.B l o c k
N o . T h e b l o c k n u m b e r i n d i c a t e s h o w
m a n y b l o c k s h a v e a l r e a d y been downloaded.If, for example, the
block size has been set to 100, then blocknumber 15
means that 1,500 objects have already been postedon the CRM Server
database.A t t e m p t T h i s f i e l d s h o w s t h e
n u m b e r o f a t t e m p t e d
t r a n s f e r s . S o u r c e S i t e S p e c i f i c a t i o n
o f t h e R F C O L T P
d e s t i n a t i o n . D e s t i n a t i o n S p e c i f i c a t i o n
o f t h e C R M s y s t e m o r C D B 6.If an object will not
start (red light and status =
Waiting
), check if the object is dependent(field
Subobject
). Only if the parent object has been loaded successfully, can dependentobjects be started, e.g.
Material
can only be downloaded once
Customer
has beendownloaded, since there are materials dependent on customers.7.If an object has not
changed in the Monitor for a long time, (e.g. no increase in block numbers for the last
five minutes), ascertain the reason first and then try to download theobject again.In this case you
should run the following activities to detect the error.
.3.3.3.2General Analysis Steps
Please check the Delta Guide.
Carry out the following steps:1.Make sure the highest available Plug -In (PI) Support
Packages plus Core SupportPackages are installed in the OLTP in the same way as on the
CRM/EBP server.2.Check the setting for ECC table CRMRFCPAR (see chapter
Maintaining TableCRMRFCPAR
).3.Check the RFC connections from CRM to ECC and vice versa.
.3.3.3.3Monitoring Outbound Queue
Please check the Delta Guide.
Procedure
1.Access the activity using the following navigation option:
Transaction code
SMQ12.To display a list of the queues, enter the client, queue name (for example *)
and thequeue destination (for example *).
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3 . C h o o s e
Execute
.4.To display the status, select the queue and choose
Display selection
(F7).5.Call a specific outbound queue, select it and choose
Display Selection (F7)
.6.To display details on a queue, double-click the field
Queue name
.7.If the queue was stopped because of capacity overload, use F6 to restart the
queue.8.If a second start of the queue is not successful, call the short dump
analysis in the CRMsystem.
.3.3.3.4Monitoring Inbound Queue
Please check the Delta Guide.
Procedure
1.To view the inbound queues in the CRM system and their status, choose one of
thefollowing navigation options:
Transaction code
SMQ2
SAP CRM menu
Middleware
Monitoring

Queues

Display Inbound RFC Queues


2.Enter the client and the queue name (for example *). 3 . C h o o s e
Execute
.4.To display the status, select the queue and choose
Display selection
(F7).5 . W h e n y o u d o u b l e - c l i c k t h e f i e l d
Status
, additional detailed information is generated.6.To display details on a queue, double-click the
Queue name
field.7.On the queue details screen, a red entry in the field Status indicates an
error.8 . I f t h e q u e u e h a s s t a t u s
STOP,
this is a Customizing problem in the CRM application.9.When you double-click on the
status field entry detailed information is displayed.
.3.3.3.5Analyzing BDOC Messages
Please check the Delta Guide.
Use
By analyzing the BDOC messages you get information about incorrect settings in the
CRMsystem that influence the replication.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
SMW01
SAP CRM menu
Middleware

Monitoring

Message Flow

Display BDOC Messages


2.Specify date and time of the relevant period of time. 3 . C h o o s e
Execute
.
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4.BDOC messages with status beginning with E (red traffic light) need manual
correctionand retry.5 . S e l e c t t h e m e s s a g e a n d c h o o s e
Errors
.6.Here you find notes regarding CRM setting problems.
.3.3.3.6Checking Transactional RFC Requests
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
SM58
SAP CRM menu
Middleware

Monitoring

Transactional RFC

Display Transactional RFC Requests


2.On the initial screen
Transactional RFC
, specify dates for the display period.3.Fill in the remaining fields. Alternatively, enter
*.4 . C h o o s e
Execute
.5.To display further details, drill down in t he log.
.3.3.3.7Analyzing ABAP Dumps
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
ST22
SAP CRM menu
Middleware

Monitoring

Performance

Exceptions/Users

Exceptions

Dump Analysis
2.Specif y the period (today, yesterday). 3 . C h o o s e
Display list
(F8).4.To display the ABAP short dump description, select one of the short dumps
and choose
Dump analysis
(F2).
3 . 3 . 4 R e s t a r t R e p l i c a t i o n
Please check the Delta Guide.
Use
After detecting and solving the replication error you have to restart the
replication.
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While there are no restrictions for repeating data transfers from ECC to CRM, data
transfersfrom CRM to CDB are more serious, because in this case the data has to be
distributed. Toavoid inconsistencies between the CDB and mobile application databases, a repeated
initialdata transfer from CRM to CDB is prevented. If you are sure that no mobile clients have
beensupplied with data or that no data can be extracted again, then a repeated initial data
transfer from CRM to CDB can be carried out. To do this you have to change an entry in
tableSMOFINICUS.The table contains the following fields:

ObjName: Name of object (corresponds to the object name from table SMOFOBJECT)

BDoc Name: Name of the BDoc

Data Dist.: determines whether data is distributed (selected) or only written to the CDB(empty)

User Name: Name of changer.Table


SMOFINICUS
is delivered empty. With initial data transfers from CRM to CDB datadistribution is automatically
selected. If you are sure that mobile clients have still not beensupplied with data, then the
selection for data distribution can be unselected for the requiredobject using the view
maintenance for table SMOFINICUS (transaction code SM30). Then anew initial data transfer
can be started for this object.Table
SMOFINICUS
replaces parameter
CRM_USE_BULK_DURING_INIT
of theconfiguration file
SMOFPARSFA
.
Procedure
In order to restart the replication you have to run the following steps:1 . C a n c e l i n g
download of objects2 . D e l e t i n g o u t b o u n d q u e u e 3 . D e l e t i n g i n b o u n d
queue4. Re s t ar t d o wn lo a d
.3.3.4.1Canceling Download of Objects
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
R3AM1
SAP CRM menu
Middleware

Monitoring

Data Exchange

Monitor Objects
2.Enter either an object name or an object name area or use the F4 input
help.Leave the selection empty if you want to display all objects.3 . U n d e r
Additional Selection Criteria
you can select the status:
Waiting
and
Running.
4 . C h o o s e
Execute
.5 . O n t h e
Monitor Download Objects
screen select the objects you want to cancel for download.6 . C h o o s e t h e
Cancel
symbol.
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.3.3.4.2Deleting Outbound Queue
Please check the Delta Guide.
Procedure
1.Access the activity using the following navigation option:
Transaction code
SMQ12.To display a list of the queues, enter the client, queue name (for example *)
and thequeue destination (for example *).3 . C h o o s e
Execute
.4.To delete an outbound queue, select the queue and choose
Delete selected objects.
.3.3.4.3Deleting Inbound Queue
Please check the Delta Guide.
Procedure
1.Access the activity using one of the following navigation options:
Transaction code
SMQ2
SAP CRM menu
Middleware

Monitoring

Queues

Display Inbound RFC Queues


2.To display a list of the queues, enter a queue name (for example
*).3 . C h o o s e
Execute
.4.To delete an inbound queue, select the queue and choose
Delete selected objects.
.3.4Checking Delta Replication Events
Please check the Delta Guide.
Use
For all master data objects an automatic delta replication will be activated during the
initialdownload, i.e. each modification of a master data object is automatically transferred from
theECC into the CRM system. Customizing data is not automatically replicated. You have to
runthe delta replication manually or run a background job periodically.The initial load of an
object normally performs the activation of delta events automatically.You have to activate the delta
events manually only if you need the delta eventsbut have not performed the initial load of an object, for example
for salesdocuments.If all relevant objects that will be used in the scenarios have been
downloadedsuccessfully, you can skip this activity.
Procedure
1.Access the activity using one of the following navigation
options:
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Transaction code
SE16
SAP ECC menu
Basis Tools

ABAP Workbench

Overview

Data Browser
2.In the table name field enter TBE31. 3 . C h o o s e
Table Contents (Enter).
4 . C h o o s e
Execute (F8).
5.Check the column
FUNCT
for the relevant entries. For sales documents the relevantentry is:
A P P L K F U N C T
B C -
M I D C R S _ S A L E S _ C O L L E C T _ D A T A If
this entry is in the table, the delta replication for sales documents is switched on.In case you
need to activate the delta events manually, run the following activity in the CRMsystem:
Transaction code
R3AC4
SAP CRM menu
Middleware

Data Exchange
Delta Load from OLTP R/3

Set up Delta Load


1 . C h o o s e
Display

Change
in order to switch to change mode.2 . C h o o s e
New Entries.
3.Enter the relevant object class in field
Object Class
and the RFC destination to the ECCsystem in the field
Destination
.4.
Save
your entries.This transaction also maintains database table TBE31 in the ECC
system!
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