Basic settings in CRM Middleware for the data Exchange with ERP (R/3) System

By Sunil Peddina SAP-CRM Consultant@Mahindra Satyam Date: 06th June 2011

Local Settings in CRM System:

1. Defining Logical system (CRM)
Transaction code SAP CRM IMG menu SPRO Customer Relationship Management CRM Middleware and Related Components Communication Setup Set Up Logical Systems Define Logical System

2. Assign Logical system to the client (CRM)

Transaction code SAP CRM IMG menu SCC4 Customer Relationship Management CRM Middleware and Related Components Communication Setup Set Up Logical Systems Assign Logical System to Client

3. Creating RFC user (CRM) Transaction code SAP CRM menu

SU01

Architecture and Technology System Administration User Maintenance Users

4. Define Logical system for ERP T.code: SPRO

5. Connecting ERP XX 6. Create the RFC user in client 000 7. Create RFC destination for replication & realignment for the client 000

8. Create RFC destination for replication & realignment for the client 222 Same as above create for client 222. 9. Site IDs & Subscriptions for ERP (in CRM)
The ERP system must be defined as a site, like the other systems of the distribution model. The CRM site is already predefined so you need only to create the ERP site. Once you have created this site, you must define the distribution rules (subscriptions), which determine the data the ERP site is to receive.

Transaction code
SAP CRM GUI menu

SMOEAC Architecture and Technology Middleware Administration Administration Console

10. Creating Subscriptions for OLTP

After the definition of the ERP site you create subscriptions using the subscription wizard to enable uploading of the data from CRM to OLTP.
a. Access the activity using one of the following navigation options: Transaction code SMOEAC SAP CRM GUI Architecture and Technology Middleware Administration menu Administration Console b. In the Object type field, enter Subscription.

c. Choose the Create icon. d. Follow the subscription wizard instructions. e. Using the subscription wizard, create three subscriptions: Subscription All Business Partners (MESG) subscription Publication All Business Partners (MESG) All Business Partner Relationships (MESG) subscription Subscription Publication Subscription Publication Subscription Publication Subscription Publication Subscription Publication Subscription Publication Subscription Publication All Business Partner Relationships (MESG) All Business Transactions (MESG) subscription All Business Transactions (MESG) All Business Partner Hierarchies (MESG) subscription All Business Partners Hierarchies (MESG) Billing Billing Documents (MESG) Credit Check Subscription Credit exposures, unconditional (MESG) Equipment_Upload Product Individual Objects via Object Family (MESG) Product Materials Product Materials (MESG)

f.

Assign these subscriptions to your ERP site.

Local settings in ERP system:

1. Defining the Logical system Go to T.code SALE -- Basic settings -- Logical systems -- Define Logical system.

2. Assign the logical system to client Go to T.code- SALE - Basic settings - Logical systems - Assign Logical system to client

3. 4. 5. 6.

Create the RFC user Create a logical system for CRM Connecting the CRM Create the RFC user in the client 000

Configuration for customizing Replication (CRM): 1. Registering Queues

Transaction code SAP CRM IMG menu SMQR CRM CRM Middleware and Related Components Queue Setup Register CSA Queues

Check on the CSA* then click on Registration to register the Queue.

2. Setting of error handler (CRM)

In this step, you define an ERP e-mail recipient for each BDOC type. Recipients automatically receive messages in the Business Workplace Inbox if errors occur in the related BDOC. Transaction code SAP CRM IMG menu SPRO Customer Relationship Management CRM Middleware and Related Components Message Flow Setup Assign Error Actions to Messages

Similarly you can do it for all different options available (total 4 diff. options)

3. Checking ISO codes (ERP)

Transaction code SAP ERP GUI menu SE16 Tools ABAP Workbench Overview Data Browser

Before starting the Customizing replication, verify that entries for the ISO codes are unique in the following ERP tables:

Language keys (table T002 field LAISO)

Currency codes (table TCURC field ISOCD)

Countries (table T005 field INTCA).

4. Checking product hierarchy structure (ERP)

Transaction code SAP ERP GUI menu
SE11

Tools ABAP Workbench Development ABAP Dictionary

XXX 5. Defining product hierarchy structure (CRM)

Transaction code SAP CRM IMG menu SPRO Cross Application Components SAP Product Product Category Define Category Numbering Schemes

6. Defining product ID settings (CRM)

Transaction code SAP CRM IMG menu COMCPRFORMAT Cross-Application Components SAP Product Basic Settings Define Output Format and Storage Format of Product Ids

7. Replicating customizing objects from ERP to CRM system

Object Name
DNL_CUST_ACGRPB DNL_CUST_ACGRPP DNL_CUST_ADDR DNL_CUST_BASIS DNL_CUST_BASIS2 DNL_CUST_BASIS3 DNL_CUST_BASIS5 DNL_CUST_BASIS6 DNL_CUST_BNKA DNL_CUST_KTOKD

Description
Accounting Group Business Partner Account Group Product Regional structure Basis CRM online Basis CRM online Basis CRM online Basis CRM online Basis CRM online Banking Master Business Partner: Acc. Group

Object Name
DNL_CUST_PAYPL DNL_CUST_PRICE DNL_CUST_PROD0 DNL_CUST_PROD1 DNL_CUST_PROD3 DNL_CUST_SALES DNL_CUST_SCE DNL_CUST_SHIP DNL_CUST_SPROD DNL_CUST_T502T DNL_CUST_TBRC DNL_CUST_TKUKL DNL_CUST_TNLS DNL_CUST_TPFK DNL_CUST_TSAB DNL_CUST_TVAST DNL_CUST_TVFS DNL_CUST_TVGF DNL_CUST_TVIP DNL_CUST_TVKN DNL_CUST_TVLS DNL_CUST_TVPV DNL_PLANT DNL_CUST_TAX

Description
Payplan Sales pricing and pricing item Material number conversions Product: categories Material: ERP sales status Sales SCE varcond Sales shipping Sales product item Business Partner: T502T Business Partner: Industries Business Partner: TKUKL, TKUKT Business Partner: TNLS, TNLST Business Partner: TPFK, TPFKT Business Partner: TSAB, TSABT Sales Document Blocking Reason Sales Document Billing: Block Business Partner: TVGF, TVGFT Business Partner: TVIP, TVIPT Business Partner: Attributes Deliveries: Blocking Reasons/C Business Partner: TVPV, TVPVT Plant Tax

Transaction code SAP CRM GUI menu

R3AS Architecture and Technology Middleware Data Exchange Initial Load Start

After executing the above it leads to the remote login to the ID1 (ERP-ECC) system to get the customizing data.

The following message is displayed, as initial download started.