1156723926_sap_crm_tech_draft0.2

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Demystyfying SAP CRM Technical


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Document History

Version Date Author Reason Reviewers Date

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Table of Contents

1.0 Executive Summary...............................................................................41.1 Document Purpose...........................................................................................41.2 Document scope...............................................................................................4

2.0 Tables....................................................................................................42.1 Master Data Tables...........................................................................................52.2 Transaction Data Tables...................................................................................62.3 Table Enhancements .......................................................................................6

3.0 Table Links for Data Retrieval................................................................74.0 Data Retrieval .......................................................................................85.0 Function Modules...................................................................................9

5.1 Data Creation.................................................................................................105.2 Data Retrieval................................................................................................105.3 Data Maintenance...........................................................................................125.4 Generic ..........................................................................................................135.5 Other..............................................................................................................13

6.0 Additional Details.................................................................................136.1 Commonly Used Transactions.........................................................................14

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1.0 Executive Summary

1.1 Document Purpose

Provide functional consultants with the basic technical information enabling them towrite better Functional Specification, reducing the timeframe in development of anobject.

Reduce the learning curve for Technical Consultants new to SAP CRM. 1.2 Document scope

The document comprises of

Details about most commonly used master/transaction/enhanced tables Details about most commonly used function modules for data creation/retrieval/maintenance Most common data retrievals linking various master/transaction tables.

The information presented in this document has been gathered and analysed after discussionsheld with various personnel involved in SAP CRM developments.

2.0 Tables

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2.1 Master Data Tables

Table Name DescriptionBusiness Partner BUT000 BP: General data

Contains Business Partner Number, PartnerCategory, Partner Type, First Name, Last Nameetc.

BUT020 BP: AddressesBUT050 BP relationships/role definitions: General data

Contains Relationship, Partner Number(PARTNER1), Relationship Category

BUT051 BP Relationship: Contact Person RelationshipSimilar to BUT050 , additionally contains ContactPersons Address data

BUT0BK Business Partner: Bank Data & DetailsBP Number, Bank Key, Bank Country Key, BankAccount Number

BNKA Bank Master Data

BUT100 BP: RolesADR2 Telephone Numbers (Business Address Services)ADR6 SMTP Numbers (Business Address Services)

Contains Email Id of the BP.ADRC Addresses (Business Address Services)

BPs Complete Address Details- City, Country, PostCode, District, Street, Title No Etc

TSAD3T Table containing the Title text against a Title No.Note:

Pass the langu key with thelanguage in which you want thetext.

COMM_PRODUCT Master Table for Product

CRMM_BUAG Master table for Business AgreementCRMM_BUAG_H Header Data for Business Agreement such as TaxCategory, Tax Characteristic, Form key, BusinessAgreement Class. Data in this table correspond toISU Contract account table FKKVKP.

CRMM_BABR_H Rule data for business agreements data in thistable correspond to ISU Contract account tableFKKVK

Business Transaction(Service Contracts in Particular)CNCCRMPRCUSZZBUR Condition Records for Service Contracts. We get

Basic Unit Rate, Standing Charge Rate etc.(This is a Z table used in a leading ISU SAP-CRMimplementation. You can give the table SAP0090 this is a standard table. in general all conditiontables have the naming convention CNCC*)

CRMD_ORDERADM_H Contains the Header Information for a BusinessTransaction.Note:1. It doesnt store the Business Partner

responsible for the transaction. Toget the Partner No, link it withCRM_ORDER_INDEX.

2. This table can be used for searchbased on the Object Id(BusinessTransaction No).

CRMD_CUSTOMER_H Additional Site Details at the Header Level of aBusiness Transaction

CRMC_PROC_TYPE Master table Business Transaction TypeCRMC_PARTNER_FCT Definition of Partner FunctionsSCPRIOT Priorities for Activities with priority text.

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Note:Pass the langu key with thelanguage in which you want thetext.

CRMC_PROC_TYPE_T Text for a transaction typeCRMC_ACT_OBJ_T Objective Number and Text for ActivitiesTJ30T All the status code and textCRMC_PR_ASSIGN Transaction Type and its Transaction Type Object.IBIB Installed Base/IbaseIBIN Installed Base Components

2.2 Transaction Data Tables

Table Name DescriptionCRMD_LINK Transaction GUID set for all the Business

TransactionsCRMD_ORDER_INDEX Contains Header as well as Item details for a

Business Transaction.Note:It doesnt store the Business

Transaction No (Object ID).To get the Business Transaction Nolink the table withCRMD_ORDERADM_H

2. This table can be used for searchbased on the Partner No

CRMD_ORDERADM_I Stores the Item information for a BusinessTransaction. The scenarios where we have aContract Header and within contract we have LineItems for the contract, this table can be useful.E.g. Service Contracts

CRMD_CUSTOMER_I Additional Site Details at the Item Level of aService ContractSCAPPTSEG Table for individual Appointment Types for a

transaction.CRM_JEST Individual Object Status for any business

transaction.CRM_JCDS Current Status for a business transaction along

with set date, set time and status code.

2.3 Table Enhancements

Following tables were enhanced as per the project requirement in a leading ISU-SAP CRMimplementation. Easy Enhancement workbench can be used for enhancing most of thetransactions in CRM.

Table Name DescriptionBUT000 Fields such as Registration No, SIC Code, Cost to

Serve etc. that appear in the additional details tabin BP transaction

CRMM_BUAG_H Fields such as Acc in Legacy, Invoice Output,Clearing Category, Bill Form, Lock Process Typeetc. that appear in the Business Agreement tab inBP transaction

CRMD_CUSTOMER_H This table is used as an extension of the service

contract header i.e. if there is a requirement toadd new fields to CRMD_ORDERADM_H then; thistable has to be used to add the fields.

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CRMD_CUSTOMER_I This table is used as an extension of the servicecontract header i.e. if there is a requirement toadd new fields to CRMD_ORDERADM_I then; thistable has to be used to add the fields. For e.g.fields required for additional site details tab at itemlevel of Service Contract are added to this table.

3.0 Table Links for Data Retrieval

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4.0 Data Retrieval

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BUT000

BUT050

BUT100

BUT020

BUT051

BUT0BK

ADRCC

ADR2 ADR6

CRMD_ORDER_INDEX

CRMD_LINK

CRMD_CUSTOMER_H

CRMD_ORDERADM_H

CRMD_CUSTOMER_I

CRMD_ORDERADM_I

BNKATSAD3T

CRMC_PROC_ASSIGN

CRMC_PROC_TYPE

Business Partner

Contract


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Linking Business Partner Tables logically

BUT000 - contains the key as Business Partner Number thus other details of business partner such as Category, Type, Name, Language, Country, Contact Personetc can be obtained from it by using the corresponding BP Number.

BUT0BK- Using the BP Number and Bank Detail ID, details such as Bank AccountNumber, Account Holders Name, and Name of Bank Account etc can be obtained.

BUT020 ADRC ADR2 ADR6 is the link of tables used to get the Address Details of the BP corresponding to Business Partner Number (obtained from BUT000) and theaddress number from BUT020 table.

Roles of Business Partner can be obtained from the table BUT100. Contact Person and related details for a BP number (BUT000) can be obtained using

the table BUT051. Business Partners Roles and Relationship Details for BP number (BUT000) can be

obtained from BUT050.

Linking Service Contract Tables Logically

CRMD_ORDER_INDEX: Contains GUIDs of all the transactions in CRM. Also provides alink to connect Business Partner with the CRM Transaction.

CRMD_CUSTOMER_H: Contains Additional Contract Details (enhanced fields), linked toHeader GUID.

CRMD_CUSTOMER_I: Contains Additional Site Details (enhanced fields), links Headerand Item GUIDs for all the transactions.

CRMD_ORDERADM_H: Contains Header Details. GUID field can be used to link withCRMD_ORDER_INDEX.

CRMD_ORDERADM_I: Contains Item Details. HEADER field can be used to link withCRMD_ORDERADM_H (header guid).

Categorization of CRM Business Transaction based on Subobject Category

We have used Subobjects to categorize the Business Transactions in CRM for a leadingISU-SAP CRM implementation.

Business Transaction Name SUBOBJECT CATEGORYActivity BUS2000126Service Contract BUS2000112Lead BUS2000108Opportunity BUS2000111Task BUS2000125Utility contract item BUS2000147

Note:

1. For Example if you want to retrieve all the activities in CRM, pass the OBJECT_TYPE as BUS2000126 in CRMD_ORDER_INDEX table.

2. The Subobject Category can be customized for a business transaction from thetransaction SPRO.

5.0 Function Modules

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Function Group BUBA_3 Contains function modules to read and change business partner addresses,central data, bank details, payment cards, roles. Function modules for contact person and employeespecific information retrieval / change are also included.

For most of the function modules that retrieve data , business partner number is passed as importparameter. Data is retrieved in the table specified in the interface. Return table returns statusmessages.

For most of the function modules that add business partner related details , business partnernumber and a table containing the details to be added are passed via the interface. Return tablereturns status messages.

5.1 Data Creation

Name DescriptionGUID_CREATE Create GUID for a Business TransactionBAPI_BUSPROCESSND_CREATEMULTI Bapi to create Service Contracts programmatically.

Pass the inputfields to be created in the contract.

Note: BAPI_BUSPROCESSND_SAVE must be calledafter this function call to save the ServiceContract.

BAPI_BUSPROCESSND_SAVE Bapi to save the Service Contracts.BAPI_ECRMISUTO_INIT Initialize the creation of Ibase in CRMBAPI_ECRMISUTO_CREATEMULTIPLE Create the Installed Base and its components.

Note:Always call the function module

BAPI_TRANSACTION_COMMIT after call to any Bapi

CRM_IBASE_INITIALIZE Initialize the changes to be done in Ibase in CRMCRM_IBASE_SAVE Call this FM to save the changes in the IbaseBAPI_BUPA_FRG0130_CREATE Bapi to create Business Agreement for a customer

BAPI_BUPA_ADDRESS_ADD Add invoice address for business partner. Pass theaddress type as 'rechnung' to add invoice addressBAPI_BUPA_BANKDETAIL_ADD Add bank details for the business partnerBAPI_BUPA_CREATE_FROM_DATA BAPI for business partner creation as Organization,

Person or Group in general role. Same BAPI can beused to create Contact Person for the BusinessPartner

BAPI_BUPR_RELATIONSHIP_CREATE Function module to establish the Business Partnerand Contact PersonRelationship. Pass the Relationship Category as

BUR001 BAPI_BUPA_ROLE_ADD Add Role to Business Partner for e.g. Sold to Party

CRM001, Contact Person BUP001 BAPI_BUPA_TAX_ADD BAPI Add Tax Number for the existing Business

PartnerBAPI_BUPA_FRG0040_CREATE Create Classification Data for a Business PartnerBAPI_BUPA_FRG0130_CREATE Create Business AgreementBAPI_BUSPROCESSND_CREATEMULTI BAPI to create Contract. Populate the Header and

Line Item Details before calling the BAPI

5.2 Data Retrieval

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Name DescriptionBAPI_BUPA_ADDRESSES_GET Determine All AddressesBAPI_BUPA_ADDRESS_GETDETAIL Read AddressBAPI_BUPA_ADDRESS_GET_NUMBERS Read Address NumbersBAPI_BUPA_BANKDETAILS_GET Determine All Bank DetailsBAPI_BUPA_BANKDETAIL_GETDETAIL Read Bank Details

BAPI_BUPA_BANKDETAIL_NUMBERS Read Bank Details NumbersBAPI_BUPA_CENTRAL_GETDETAIL Read Central DataBAPI_BUPA_EXISTENCE_CHECK Check Existence of Business PartnerBAPI_BUPA_GET_NUMBERS Read Business Partner NumbersBAPI_BUPA_RELATIONSHIPS_GET Determine All BP RelationshipsBAPI_BUPA_ROLES_GET Determine All RolesBAPI_BUPA_ROLE_EXISTENCE_CHECK Check Existence of RoleBAPI_BUPA_SEARCH Search Business Partner for Telephone, E-Mail,

AddressBAPI_BUPA_STATUS_GETDETAIL Business Partner: Read StatusBAPI_BUPR_ACTIVITYP_EXISTCHECK Check Existence of Contact Partner RelationshipBAPI_BUPR_CONTP_ADDRESSES_GET Read Contact Person Relationship AddressesBAPI_BUPR_CONTP_ADDR_GETDETAIL Read Contact Person Relationship Addresses

BAPI_BUPR_CONTP_GETDETAIL Read Contact Person RelationshipBAPI_BUPR_EMPLO_ADDRESSES_GET Read Contact Person Relationship AddressesBAPI_BUPR_EMPLO_ADDR_GETDETAIL Read Employee Relationship AddressBAPI_BUPR_EMPLO_GETDETAIL Read Employee RelationshipBAPI_BUPR_RELATIONSHIP_GET Read General RelationshipBAPI_BUPR_RELSHIP_CHECKEXIST Check Existence of General RelationshipBAPI_BUPR_RELSHIP_GET_DETAIL Read General RelationshipBAPI_BUPR_RESP_EMPLO_CHEKEXIST Read Relationship of Employee ResponsibleBUPA_PARTNER_CONTACT_SEARCH Searches business partners for telephone, E-Mail,

addressECRM_ISU_COMP_BY_ADDRESS Check for Existence of IbaseCRM_ORDER_GET_HEADER_GUID Get Header GUID for Item GUID pass ref_kind as bCRM_ORDERADM_H_READ_OW Read the Header Details for a Business

Transaction. Pass the Header guid.CRM_ORDERADM_I_READ_OW Read the Line Item Details for a line item. Pass theline item guid.

CRM_ORDER_READ Get all the Service Contract details.Note: Pass the requested objects to fetch only therequired details.This can also be used to get the details of activities/leads/opportunities etc.

CRM_ORDER_GETSTATUS Get status of the Service Contract

Note: CRM_ORDER_READ Function Module

1. CRM_ORDER_READ is a function module which can be used to get the details of any businesstransaction based on the Header GUID, Item GUID or both.

2. Always pass the IT_REQUESTED_OBJECTS structure to this function module to fetch therequired details only.

3. This function module can not be executed directly instead SAP has provided a reportCRM_ORDER_READ for the same for testing purpose. We can pass Business TransactionNumber (Object ID), Header GUID or Item GUID to this report to get the required details.

Some Exporting Parameters in CRM_ORDER_READ Function Module

Return Structure Name Details Fetched

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ET_ORDERADM_H Header Details of a Business Transaction such asOBJECT_ID, PROCESS_TYPE etc.

ET_ORDERADM_I Item Details of a Business Transaction such asPRODUCT, PRODUCT_KIND, HEADER etc.

ET_ACTIVITY_H Header Details of an activity such as PRIORITY,OBJECTIVE, Address Details etc.

ET_ACTIVITY_I Item Details of an activity.ET_CUSTOMER_H Additional details at Header levelET_CUSTOMER_I Additional details at Item levelET_APPOINTMENT All the dates at Header and Item levelET_PARTNER Partner Details at Header and Item levelET_STATUS Status of Business Transaction at Header and Item

levelET_BILLING Billing related details for a Business Transaction

both at Header and Item (This structure wasenhanced in a leading ISU SAP-CRMimplementation to include BUAG_ID(BusinessAgreement) field in a Service Contract

ET_ORDPRP_OBJL_I_D Object List details such as PRODUCTET_DOC_FLOW Ref. Details of the previous Business Transaction

5.3 Data Maintenance

Name DescriptionBAPI_BUSPROCESSND_CHANGEMULTI Bapi to change Service Contracts

programmatically. Pass the inputfields to bemodified.Note: CRM_ORDER_SAVE function module must becalled to save the changed contract explicitly aftercall to this function module.

CRM_ORDER_SAVE Save the changes made to the Service Contract.

Just pass the Header_GUID of the service contract.CRM_APPT_MAINTAIN_SINGLE_OW Maintain the Dates for a Service Contract (Start

Date, End date, Date of Sale, Planned ContractStart Date etc). Dont forget to pass theinput_fields to be maintained.Note: CRM_ORDER_SAVE function module must becalled to save the changed contract explicitly aftercall to this function module.

CRM_STATUS_MAINTAIN_OW Maintain the user status of Service Contracts.Dont forget to pass the input_fields to bemaintained.Note: CRM_ORDER_SAVE function module must becalled to save the changed contract explicitly aftercall to this function module.

CRM_IBASE_COMP_CHANGE Change the Installed Base componentsNote:

Always call the FM CRM_IBASE_SAVE to save thechanges done to Ibase

BAPI_BUPA_BANKDETAIL_CHANGE Change Bank DetailsBAPI_BUPA_BANKDETAIL_REMOVE Delete Bank DetailsBAPI_BUPA_CENTRAL_CHANGE Change Central DataBAPI_BUPA_ADDRESS_CHANGE Change AddressBAPI_BUPA_ADDRESS_REMOVE Delete AddressBAPI_BUPA_BANKDETAIL_CHANGE Change Bank DetailsBAPI_BUPA_BANKDETAIL_REMOVE Delete Bank DetailsBAPI_BUPA_CENTRAL_CHANGE Change Central DataBAPI_BUPA_CENTRAL_SAVEREPLICA ALE Replicating Central DataBAPI_BUPA_STATUS_REMOVE Business Partner: Delete Status

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BAPI_BUPR_ACTIVITYP_CHANGE Change Contact Partner RelationshipBAPI_BUPR_ACTIVITYP_DELETE Delete Contact Partner RelationshipBAPI_BUPR_CONTP_ADDR_CHANGE Change Contact Person Relationship AddressBAPI_BUPR_CONTP_ADDR_REMOVE Delete Contact Person Relationship AddressBAPI_BUPR_CONTP_CHANGE Change Contact Person Relationship AddressBAPI_BUPR_CONTP_DELETE Delete Contact Person Relationship

BAPI_BUPR_EMPLO_ADDR_CHANGE Change Employee Relationship AddressBAPI_BUPR_EMPLO_ADDR_REMOVE Delete Employee Relationship AddressBAPI_BUPR_EMPLO_DELETE Delete Employee RelationshipBAPI_BUPR_RELATIONSHIP_CHANGE Change General RelationshipBAPI_BUPR_RELATIONSHIP_DELETE Delete RelationshipsBAPI_BUPR_RELATIONSHIP_REMOVE Delete General RelationshipBAPI_BUPR_RESP_EMPLO_DELETE Delete Relationship of Employee Responsible

5.4 Generic

Name Description

BAPI_CURRENCY_CONV_TO_INTERNAL Function Module to convert the Currency field tointernal format. Enter the currency and amount toconvert.

CCM_GO_BACK_MONTHS Go Back specified number of months from a givendate.

5.5 Other

Name DescriptionECRM_ISU_ACTIVITY_DISPLAY Displays an activity by taking the Business

Transaction Number for the same.CRM_CLM_CREATE_CALL_LIST Create call list for activities generated

6.0 Additional Details

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6.1 Commonly Used Transactions

Transaction DescriptionBP Business Partner (Creation/View/Modification)CIC0 Customer Interaction CentreCRMD_ORDER CRM Transaction (Create/View/Modify)SPRO Configuration related settingsCRMD_CALL_LIST Create/ Maintain Call listIB51 / IB52 / IB53 Ibase Creation / Change / ViewCOMMPR01 Maintain ProductsPPOSA_CRM Display Organizational ModelSBDM Bdoc maintenanceSMOEAC Administration console CRM MiddlewareSMQ1,SMQ2 Queue monitoring transactions for inbound

and outbound queues.SMW01 Transaction for monitoring bdocs.

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1156723926_sap_crm_tech_draft0.2

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