CRM 5.0July 2006English

CRM Master andTransaction DataReplication (C03)SAP AGDietmar-Hopp-Allee 1669190 Walldorf GermanyBuilding Block Configuration Guide

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideCopyright© Copyright 2006 SAP AG. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without theexpress permission of SAP AG. The information contained herein may be changed without prior notice.Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors.Microsoft, Windows, Outlook,and PowerPointare registered trademarks of Microsoft Corporation.IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390,OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli,Informix, i5/OS, POWER, POWER5, OpenPower and PowerPC are trademarks or registeredtrademarks of IBM Corporation.Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarksof Adobe Systems Incorporated in the United States and/or other countries.Oracle is a registered trademark of Oracle Corporation.UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWinare trademarksor registered trademarks of Citrix Systems, Inc.HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide WebConsortium, Massachusetts Institute of Technology.Java is a registered trademark of Sun Microsystems, Inc.JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technologyinvented and implemented by Netscape.MaxDB is a trademark of MySQL AB, Sweden.SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and servicesmentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AGin Germany and in several other countries all over the world. All other product and service namesmentioned are the trademarks of their respective companies. Data contained in this document servesinformational purposes only. National product specifications may vary.These materials are subject to change without notice. These materials are provided by SAP AG and itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warrantyof any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. Theonly warranties for SAP Group products and services are those that are set forth in the expresswarranty statements accompanying such products and services, if any. Nothing herein should beconstrued as constituting an additional warranty.© S A P A G P ag e 2 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideIconsI c o n M e a ni n gCautionExampleNoteRecommendationSyntax

Typographic ConventionsT y p e S t y l e D e s c r i p t i o nExample text Words or characters that appear on the screen. These include fieldnames, screen titles, pushbuttons as well as menu names, paths andoptions.Cross-references to other documentation.Example textEmphasized words or phrases in body text, titles of graphics and tables.E X A M P L E T E X T N a m e s o f e l e m e n t s i n t h e s y s t e m . T h e s e i n c l u d e r e p o r t n a m e s , program names, transaction codes, table names, and individual keywords of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.Example textScreen output. This includes file and directory names and their paths,messages, source code, names of variables and parameters as well asnames of installation, upgrade and database tools.EXAMPLE TEXTKeys on the keyboard, for example, function keys (such asF2) or theENTERkey.Example textExact user entry. These are words or characters that you enter in thesystem exactly as they appear in the documentation.<Example text> Variable user entry. Pointed brackets indicate that you replace thesewords and characters with appropriate entries.© S A P A G P ag e 3 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideContentsConfiguration 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© S A P A G P ag e 4 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide.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© S A P A G P ag e 5 o f 5 2

SAP Best Practices

CRM Master and Transaction Data Replication (C03): Configuration Guide.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© S A P A G P ag e 6 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide

Configuration Guide1 P u r p o s eThis 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 . 1 P r e r e q u i s i t e sBefore starting with the installation of this building block, please see the documentQuick Guide to Installing SAP Best Practices for CRM .The configuration of the Building BlocksB09 CRM Customizing ReplicationandC01 CRM Organizational Model has been completed.. 2 . 2 S A P N o t e sBefore 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 tl e CRM System4 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© S A P A G P ag e 7 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide

3 C o n f i g u r a t i o n. 3 . 1 M a s t e r D a t a R e p l i c a t i o n E C C - > C R M 3 . 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 CreationUseA 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 Ma r k e t i n g ClassificationR 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 CCCustomer X X XX XConsumer XXProspectivecustomer XCompetitor X

.3.1.1.1.2Business Partner Concept ECC <-> CRMUseThe 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© S A P A G P ag e 8 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide•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 BusinessPartnersUseThere are two alternatives for mapping the business partner numbers from the OLTP ECC tothe CRM system and vice versa.1 .Choos ing d i f f e ren t number r anges•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© S A P A G P ag e 9 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guidenot 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 CC 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 range0 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 .Choos ing i den t i ca l number r anges•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 CC 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 range0 0 0 1 1 -999Internalnumber range(leading)© S A P A G P ag e 1 0 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideConsumer 1000-ZZZInternalnumber range(leading)0 1 7 0 1 0 0 0 - ZZZExternalnumber rangeb )Sepa ra te accoun t g roup app roach 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 CC 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 range0 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 toCRMUseThis step is for the business partner exchangeonly fromECC 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 den t i f y i ng re l evan t ECC accoun t g roups . 2.Defining number ranges for CRM business partners.3 .De f i n i ng CRM bus iness pa r t ne r g roup ings . © S A P A G P ag e 1 1 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide4.Mapping ECC account group to CRM classificationThe 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 CC CR MS 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 assignment0 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 00 1 0 0 0 0 0 - 0000999999ExternalFor the above example, the mapping runs as follows:1 .A bus iness pa r t ne r f o r accoun t g roup0001 (sold-to party)is created in the ECC system.2.The account group has the number range assignment01and internal number assignment, i.e. a number is automatically created from the interval0000100000-0000999999for this business partner, e.g.100001.3.The business partner is replicated to the CRM system.4.The account group is assigned to the classificationCustomer with groupingR001.GroupingR001is assigned to number rangeR1that is identical to the ECC number range01. The ECC customer that is replicated to the CRM system automatically iscreated with classificationCustomer 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 (SAPECC)Please check the Delta Guide.UseIn 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.Procedure1.Access the activity using one of the following navigation options:Transaction code

OVT0SAP ECC IMG menuLogistics General Business partnersCustomersControl Define account groups and field selection for customer 2 .Se lec t you r r e l evan t cus tomer g roups . 3 . C h o o s eDetails(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 sectionMapping Business Master Data from ECC to CRM . It will be used in the following activities.© S A P A G P ag e 1 2 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide.3.1.1.2.2Defining Number Ranges for CRM Business Partners(I) (SAP CRM)Please check the Delta Guide.UseFor each number range of the selected account groups of the OLTP ECC you have to createa number range in the CRM system.Procedure1.Access the activity using one of the following navigation options:Transaction codeBUCFSAP CRM IMG menuCross Application ComponentsSAP Business Partner Business Partner Basic SettingsNumber Ranges and GroupingsDefine Number Ranges2 . C h o o s eChange Intervals.For each different number range identified in the activityIdentifying Relevant ECC Account Groupscreate a new number range.3 . C h o o s eInsert Interval and enter the number range according to the ECC number range.4 .Choose t he Ex t . f l ag f o r t he number r ange . 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 activityDefining 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeSPROSAP CRM IMG menuCross Application ComponentsSAP Business Partner Business Partner Basic SettingsNumber Ranges and GroupingsDefine Grouping and Assign Number Ranges© S A P A G P ag e 1 3 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide2 . C h o o s eNew 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 lu e R e m a rk sG r o u p i n g Y0 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 na 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 eEnter.I n t . S t d . G r p i n g D e s e l e c t ed E x t . S t d . G r p i n g D e s e l e c t e d 5 . S a v e y o u r e n t r i e s ..3.1.1.2.4Creating ECC Reference Customer (SAP ECC)Please check the Delta Guide.UseThis activity is not valid:- for ECC releases less than 4.6- if a reference customer for consumer is already createdBusiness partners with the classificationConsumer: Personsare 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© S A P A G P ag e 1 4 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideDo not choose an existing customer as reference business partner.The reference customer doesn’t have to be a consumer himself. Create thereference customer as Sold-to Party.Procedure1.Access the activity using one of the following navigation options:Transaction codeXD01SAP ECC menuLogisticsLogistics ExecutionMaster DataPartner Customer CreateTotal

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).UseThis 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeVD07SAP ECC menuLogisticsSales and DistributionMaster DataBusinessPartnersCustomer Assign Consumer – ref. Customer 2 . I n t h e f i e l dRef. customer enter the business partner you have created in the activityCreating Business Partner for Reference Customer .3 . C h o o s eEnter.4 . S a v e y o u r e n t r i e s ..3.1.1.2.6Mapping ECC Account Groups to CRMClassifications (SAP ECC)Please check the Delta Guide.© S A P A G P ag e 1 5 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideUseFor 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 Procedure1.Access the activity using the following navigation option:Transaction codePIDEFor each account group you have to specify the classification (for exampleConsumer )and the grouping (that is, number ranges).2 . I n t he d ia l og s t r uc tu re chooseECC CRM:Assign Account Grp to BP Classification.3 . C h o o s eNew 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 al u e R e m ar k sA 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 don’t haveto be replicated to the CRM system.The account group for consumers (e.g.0170) has to be assigned to theclassificationConsumer: 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 na 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 at i o n G r o u p i n g E x t e r n al© S A P A G P a

g e 1 6 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide0 0 0 1 S o l d - t o p a r t y C u s t o me r Y 0 S e l e c t ed 0 0 0 2 G o o d s r e c i p i e n t C u st o m e r Y 0 S e l e ct e d 0 0 0 5 P r o s p e c t i ve 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 ed 0 0 0 6 C o m p e t it o r C o m p e t i to r s Y 0 S e l e c te d 0 1 7 0 C o n s u me 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 toECCPlease check the Delta Guide.UseThis step is for the business partner exchangeonly 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 .De f i n i ng CRM bus iness pa r t ne r g roup ings . 3.Creating ECC business partner number ranges.4 .C rea t i ng ECC accoun t g roups . 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 RM EC CC 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 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 3C u s t o m e r C 0 0 1 C 1 0 0 00 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 bus iness pa r t ne r w i t h c l ass i f i ca t i onCustomer and grouping C001 is created in the CRMsystem.2.The grouping C001 has the number range assignmentC1and internal number assignment, i.e. a number is automatically created from the interval0000100000-0000999999for this business partner, e.g.100002 .© S A P A G P ag e 1 7

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SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide3.The business partner is replicated to the ECC system.4.The classification is assigned to the account groupZ001 (sold-to party).The number rangeC1with the same interval as ECC number rangeC1is assigned to account groupZ001.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.UseFor 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeBUCFSAP CRM IMG menuCross Application Components

→SAP Business Partner →Business Partner →Basic Settings→Number Ranges and Groupings→Define Number Ranges2 . C h o o s eChange Intervals.3 . C h o o s eInsert 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.UseFor each number range created in the activityDefining 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.Procedure1.Access the activity using the following navigation options:Transaction codeSPRO© S A P A G P ag e 1 8 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideSAP CRM IMG menuCross Application ComponentsSAP Business Partner Business Partner Basic SettingsNumber Rangesand GroupingsDefine Grouping and Assign Number Ranges2 . C h o o s eNew Entries.Create a grouping for each number range interval created in the activityDefining 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 ue 1 V a l u e 2 R em a r k sG r o u p i ng 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 oo 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 dS 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 el e c t e d 5 . S a v e y o u r e n t r i e s ..3.1.1.3.3Creating ECC Business Partner Number Ranges(SAP ECC)Please check the Delta Guide.UseFor all number ranges created in the CRM system as described in the activityDefining 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeOVZC© S A P A G P ag e 1 9 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideSAP ECC IMG menuLogistics - General →Business Partner →Customers→Control →Define and assign customer number ranges2 . C h o o s e

Define Number Ranges for Customer Master .3 . C h o o s eChange Intervals.4 . C h o o s eInsert Interval and enter the number range according to the CRM number rangecreated in the activity Defining CRM Business Partner Number Ranges II.5 .The Ex t . f l ag has t o be se lec ted . 6 . S a v e y o u r e n t r i e s ..3.1.1.3.4Creating ECC Account Groups (SAP ECC)Please check the Delta Guide.UseIn 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 can’t 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 group0001is mapped to classificationCustomer for both replication directions ECCCRM and CRMECC. 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeOVT0SAP ECC IMG menuLogistics 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 pC u s t o m e r C o p y o f 0 0 0 1 C o n s u m e r : O r g a n i z a t i o n C o p y o f 0 0 0 1 C 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 e c t i v e C u s t o m e r C o p y o f

0 0 0 5 3.Create the new account groups by copying from the original account group. Select theaccount group and chooseCopy as.© S A P A G P ag e 2 0 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide4 . 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 lu e R e m a rk sA 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 activityCreating ECC business partner number rangesfor 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.UseAfter creating the new account groups you have to define the partner functions allowed for this account group.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP ECC IMG menuSales and Distribution→Basic Functions

→Partner Determination→Set Up Partner Determination2 . S e l e c tSet Up Partner Determination for Customer Master 3 . C h o o s eAccount Groups – Function Assignment 4 . C h o o s eNew 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 . S a v e y o u r e n t r i e s . © S A P A G P ag e 2 1 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide.3.1.1.3.6Mapping CRM Classifications to ECC AccountGroups (SAP ECC)Please check the Delta Guide.UseFor 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 activityCreating ECC Account Groups.Procedure1.Access the activity using the following navigation option:Transaction codePIDEFor each account group you have to specify the classification (for exampleConsumer )and the grouping (that is, number ranges).2 . I n t he d ia l og s t r uc tu re chooseCRM →

R/3: Assign BP Classification to Account Grp.3 . C h o o s eNew 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 classificationConsumer: Organizationof 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 aprospectivecustomer and acompetitor 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 © S A P A G P ag e 2 2 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guidethan 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 pC 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 : O rgan i za t i onCopy o f 0001 ( so ld - t o pa 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 ) P r o s p e c t i v e C u s t o m e r C o p y o f 0 0 0 5 ( p r o s p e c t i v e c u s t o m e r 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.UseIn 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 settingRequired 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeOVT0SAP ECC IMG menuLogistics General Logistics Basic Data: Business partnersCustomersControl 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 eDetails.4 . D o u b l e - c l i c k t h e t e x tGeneral Datain the screen areaField status

.5.Double-click on each of the different entries in theSelect Grouparea, for example,Address. The corresponding field list is displayed.6.Repeat these steps for all field status areas (Company code data, Sales data).© S A P A G P ag e 2 3 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide7 . I n t h eCRM systemchoose the IMG activity:Cross-Application ComponentsSAP Business Partner

Business Partner Basic SettingsField GroupingsConfigure Field Attributes per BP Role8.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 statusOptional . After a successful testreplication for a single business partner you have to reset these fields to statusRequired in order to avoid data inconsistencies..3.1.1.5Configuring Field Attributes per ClientProcedure1.Access the activity using the following navigation options:Transaction codeSPROSAP CRM IMG menuCross Application ComponentsSAP Business Partner Business Partner Basic SettingsField GroupingsConfigure Field Attributes per Client 2 . S e l e c tBUPA(SAP Business Partner).3 . C h o o s eField 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 eSave.7 . C h o o s eBack ..3.1.1.6Replicating ECC Reference Customer (SAP CRM)Please check the Delta Guide.UseIn 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.

Procedure1.Access the activity using one of the following navigation options: © S A P A G P ag e 2 4 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideTransaction codeCRMC_BUPA_CONSUMSAP CRM IMG menuCRM Master DataBusiness Partner Basic SettingsMaintain Reference Business Partner for Consumers2 . F r o m t h e m e n u , c h o o s eEnvironment andInitial 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 .Choose t he Re fe rence Cus tomer . 5 . C h o o s eSales Area Data.6.On the Billing tab maintain values at least for the fieldsCust Pric. Procedure

andCurrency for the combinationsSales Organization / Distribution Channel andSalesOrganization / Distribution Channel /Division.7 . S a v e y o u r e n t r i e s ..3.1.1.7Maintaining Reference Business Partner for Consumers (SAP CRM)Please check the Delta Guide.UseIn this activity you define the replicated ECC reference customer as reference businesspartner for consumers in the CRM system.Procedure1.Access the activity using one of the following navigation options:Transaction codeCRMC_BUPA_CONSUMSAP CRM IMG menuCRM Master DataBusiness Partner Basic SettingsMaintain Reference Business Partner for Consumers2 . C h e c k i f t h e f i e l dReference 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 fieldBusiness Partner and chooseEnter .4 . S e e w h e t h e r t h e f i e l dCustomer contains the number of the Reference Customer in ECC.5.Copy the GUID of the Reference Business Partner which is displayed in the fieldBusiness 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 fieldCUSTOME_NO contains the number of the Reference Customer in ECC. If all thischecks are done, you can start the load of the customers.© S A P A G P ag e 2 5 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide.3.1.1.8Selecting Customers for Replication (optional) (SAPCRM)Please check the Delta Guide.Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AC1SAP CRM menuArchitecture and Technology Middleware

Data ExchangeObject Management Business Objects2.Ensure that you are in change mode. ChooseDisplay <-> 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 bFilter Settings.5 . I n t h e f i e l dSource 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 thecustomer 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.PrerequisitesThere 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© S A P A G P ag e 2 6 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide1.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 codeR3ASSAP CRM menuArchitecture and Technology →Middleware

→DataExchange→Initial Load →Start 2 . I n t h eLoad Object field, enter CUSTOMER_MAIN .3 . I n t h eSource Sitefield enter OLTP and in theDestination Sitefield enter CRM .4 .To run t he rep l i ca t i on , chooseExecute (F8).. 3 . 1 . 1 . 1 0 M o n i t o r i n g R e p l i c a t i o n S t a t u s ( S A P C R M )Please check the Delta Guide.Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AM1SAP CRM menuArchitecture and Technology MiddlewareDataExchangeInitial Load Monitor Objects2 . I n t h eObject Namefield, 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 objects have the statusDone.In case of problems during replication- Call the transactionSMWP (Middleware Portal) and search for error states inthe areaRuntime Information.- Refer to sectionTips and Tricks for the Replication Processof this guide.. 3 . 1 . 1 . 1 1 C h e c k i n g B u s i n e s s P a r t n e r s ( S A P C R M )

Please check the Delta Guide.PrerequisitesIn the Business Partner Maintenance of the CRM system, ensure that the business partner has a corresponding entry in theSales Areaof the sales, distribution, and invoicing data.Procedure1.Access the activity using one of the following navigation options:Transaction codeBPSAP CRM menuMaster DataBusiness Partner Maintain BusinessPartner 2.Enter the number/name of your business partner.3 . I n f i e l dDisplay in Role, chooseSold-to-Party .© S A P A G P ag e 2 7 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide4 .On the app l i ca t i on t oo lba r choose bu t t onSales Area Data.5 . C h o o s e b u t t o nChoose sales areaand 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 theSales, Shipping andBilling tab, run the followingprocedure.7 . C a l l t r a n s a c t i o nBUSP (Generate Subscreen Containers for Screens).8.Enter the following values (choose your client):9 . C h o o s eExecute(F8).3 . 1 . 2 R e p l i c a t i n g C o n t a c t P e r s o n s .3.1.2.1Replicating Contact Persons (SAP CRM)Please check the Delta Guide.PrerequisitesThe replication of the customers has to be finished successfully.ProcedureTo replicate the contact persons into the CRM system, carry out these steps:1.Access the activity using one of the following navigation options:Transaction codeR3ASSAP CRM menuArchitecture and Technology MiddlewareData Exchange

Initial Load Start 2 . I n t h eLoad Object field, enter CUSTOMER_REL.3 . I n t h eSource Sitefield enter OLTP and in theDestination Sitefield enter CRM .4 .To run t he rep l i ca t i on , chooseExecute (F8).© S A P A G P ag e 2 8 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideAll contact persons for whom the corresponding business partners are notavailable in CRM are automatically omitted..3.1.2.2Monitoring Replication Status (SAP CRM)Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AM1SAP CRM menuArchitecture and Technology MiddlewareData ExchangeInitial Load Monitor Objects2 . I n t h eObject Namefield, 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 statusDone.In case of problems during replication, call transaction SMWP (MiddlewarePortal) and search for error states in the areaRuntime Information.For a detailed error handling see sectionTips and Tricks for the ReplicationProcessat the end of this guide..3.1.2.3Checking Completeness of Replication (SAP CRM)Please check the Delta Guide.ProcedureTo check the completeness of the contact person replication, carry out these steps:1.Access the activity using one of the following navigation options:Transaction codeSE16SAP CRM menuArchitecture and Technology ABAP WorkbenchOverview Data Browser 2 . E n t e r BUT050 in the fieldTable name.3 . C h o o s eExecute(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 isn’t available in the CRM system are not replicated.3 . 1 . 3 R e p l i c a t i n g C u s t o m e r H i e r a r c h y ( O p t i o n a l )Please check the Delta Guide.Use© S A P A G P ag e 2 9 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideYou 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.Procedure1.Access the activity using one of the following navigation options:Transaction code

R3ASSAP CRM menuMiddlewareData ExchangeInitial Load Start 2 . I n t h eLoad Object field, enter DNL_BUPA_KNVH .3 . I n t h eSource Sitefield enter OLTP and in theDestination Sitefield enter CRM .4 .To run t he rep l i ca t i on , chooseExecute (F8)..3.1.3.2Monitoring Replication Status (SAP CRM)Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AM1SAP CRM menuArchitecture and Technology MiddlewareData ExchangeInitial Load Monitor Objects2 . I n t h eObject Namefield, 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.ResultThe replication is complete if all objects have the statusDone.In case of problems during replication, call the transactionSMWP (MiddlewarePortal) and search for error states in the areaRuntime Information.For a detailed error handling see sectionTips 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.ProcedureTo match customer hierarchy to business partner group, carry out these steps:1.Access the activity using the following navigation option:© S A P A G P ag e 3 0 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideTransaction codeBPH_DNL2 . C h o o s eExecute(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 eSave..3.1.3.4Activating Delta Load (SAP CRM)Please check the Delta Guide.UseThe 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 category01for pricing with the descriptionECC-CRM .Consequences:

•You can display, but not maintain this tree in CRM.•You can no longer create trees with the category01.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.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP CRM IMG menuCRM Master DataBusiness Partner BusinessPartner Group Hierarchy Data Exchange of R/3Customer Hierarchies with the CRM SystemActivateDelta Load 2 . S e t f l a g i n f i e l dDelta 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 sPlease check the Delta Guide.Please regard Note 432339 if any errors occur with the replication.UseThe following activities are needed to replicate the product settings to the CRM system:•Checking Material•Defining Number Ranges for Materials•Defining Item Category Groups© S A P A G P ag e 3 1 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide•Selecting Materials for Replication•Replicating Materials•Monitoring Replication Status.3.1.4.1Checking Material (SAP ECC)UseIn 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.ProcedureAccess the activity using one of the following navigation options:Transaction codeMM03SAP ECC menuLogisticsMaterials Management Material Master Material Display Display Current .3.1.4.2Defining Item Category GroupsPlease check the Delta Guide.UseThe 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.Procedure1.Access the activity using the following navigation options:

Transaction codeSPROSAP ECC IMG menuSales and DistributionSalesSales DocumentsSalesDocument ItemDefine Item Category Groups2.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.ProcedureTo create the item category groups in the CRM system, carry out these steps:© S A P A G P ag e 3 2 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide1.Access the activity using the following navigation options:Transaction code

SPROSAP CRM IMG menuCRM TransactionsBasic SettingsDefine ItemCategory Group2 . O n t h eItem Category Groupscreen chooseNew 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 chooseSkip.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 messagewithEnter 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AC1SAP CRM menuArchitecture and Technology MiddlewareDataExchangeObject Management Business Objects2.Ensure that you are in change mode. ChooseDisplay <->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 dSource Site Namechoose 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 b u t t o nFilter 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 sectionDefining Filters for Objectsof this guide.© S A P A G P ag e 3 3 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide.3.1.4.4Replicating Materials (SAP CRM)Procedure1.Access the activity using one of the following navigation options:Transaction codeR3ASSAP CRM menuArchitecture and Technology

MiddlewareDataExchangeInitial Load Start 2 . I n t h eLoad Object field, enter MATERIAL.3 . I n t h eSource Sitefield enter OLTP and in theDestination Sitefield enter CRM.4 .To run t he rep l i ca t i on , chooseExecute(F8)..3.1.4.5Monitoring Replication Status (SAP CRM)Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AM1SAP CRM menuArchitecture and Technology MiddlewareData ExchangeInitial Load Monitor Objects2 . I n t h eObject Namefield, 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.ResultThe replication is complete if all objects have the statusDone.In case of problems during replication, call transactionSMWP (MiddlewarePortal) and search for error states in the areaRuntime Information.For a detailed error handling see sectionTips and Tricks for the ReplicationProcessat the end of this guide..3.1.4.6Checking Materials (SAP CRM)PrerequisitesIn the Product Maintenance of the CRM system, ensure that the product has entries for Salesand Distribution.Procedure1.Access the activity using one of the following navigation options:

Transaction codeCOMMPR01SAP CRM menuMaster DataProductsMaintain Products2.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.© S A P A G P ag e 3 4 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideIf an error message related to marketing attributes occurs when startingtransaction COMMPR01 run the reportCOM_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 ProcedureIn order to replicate conditions you have to make sure that the following activities have beenexecuted:•Replicating Condition Customizing (refer to sectionReplicating Condition Customizing )•Business partners and material master have been replicated.3.1.5.1Checking Conditions (SAP ECC)UseIn this step you check whether the pricing conditions exist for the corresponding sales area inthe OLTP ECC.

ProcedureAccess the activity using one of the following navigation options:Transaction codeVK33SAP ECC menuLogisticsSales and DistributionMaster DataConditionsDisplay .3.1.5.2Replicating Conditions (SAP CRM)Please check the Delta Guide.UseIn the initial replication each condition table is loaded separately.Procedure1.To replicate conditions from the ECC back-end system into the CRM system, access theactivity using one of the following navigation options:Transaction codeR3ASSAP CRM menuArchitecture and Technology MiddlewareDataExchangeInitial 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.© S A P A G P ag e 3 5 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide4 . C h o o s eMultiple Selectionbeside theLoad Object field and enter all required objects intheSingle Valscolumn.5 . I n t h eSource Sitefield enter OLTP and in theDestination Sitefield enter CRM.6 .To run t he rep l i ca t i on , chooseExecute(F8)..3.1.5.3Replicating Specific ConditionsUseBeside 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 blockCRM 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.Procedure1.To replicate conditions from the ECC back-end system into the CRM system, access theactivity using one of the following navigation options:Transaction codeR3ASSAP CRM menuArchitecture and Technology Middleware

DataExchangeInitial Load Start 2 .Se lec t t he down load ob jec t sDNL_CUST_FGDandDNL_CUST_CND_FGfor replicatingthe customizing for Free Goods andDNL_CUST_PDDandDNL_CUST_CND_PDfor replicating the customizing for Product Determination.3 . I n t h eSource Sitefield enter OLTP and in theDestination Sitefield enter CRM .4 .To run t he rep l i ca t i on , chooseExecute(F8).5 . S e l e c t t h e d o w n l o a d o b j e c tDNL_COND_N010 for replicating the conditions for FreeGoods andDNL_COND_D001for replicating the conditions for Product Determination.6 . I n t h eSource Sitefield enter OLTP and in theDestination Sitefield enter CRM .7 .To run t he rep l i ca t i on , chooseExecute(F8)..3.1.5.4Monitoring Replication Status (SAP CRM)Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AM1SAP CRM menuArchitecture and Technology MiddlewareData ExchangeInitial Load

Monitor Objects2 . I n t h eObject Namefield, 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.© S A P A G P ag e 3 6 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideResultThe replication is complete if all objects have the statusDone.In case of problems during replication, call transaction SMWP (MiddlewarePortal) and search for error states in the areaRuntime Information.For a detailed error handling see sectionTips and Tricks for the ReplicationProcessat 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.Procedure1.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 Y2.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)UseThe 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.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP CRM IMG menuCustomer Relationship Management Master DataConditions and Condition TechniqueCondition Technique:Basics

Create Maintenance Group2.Mark the group PRODUCTCRM (Product sales prices).3 . D o u b l e - c l i c k o n f o l d e r Condition Maintenance Group: Detail .4.Now you can see the permitted conditions and tables displayed in the product conditions.5 .No te t he h ighes t used coun te r . 6 . C h o o s eNew Entries.7 .Make t he f o l l ow ing en t r i es :Counter Next unused Counter © S A P A G P ag e 3 7 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideAppl. ClassCRMUsagePRCondition TableUse the condition table, you are using for your condition(for example, SAP304)Cond. TypeYour ECC Condition (for example, PR00)DescriptionFor example, Price8 . S a v e y o u r s e t t i n g s .ResultThe downloaded conditions are now visible in the CRM product conditions..3.1.5.7Checking Pricing Procedures (SAP CRM)UseCheck whether the pricing procedures were downloaded correctly.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP CRM IMG menuCRM Basic FunctionsPricing Define Settings for Pricing Create Pricing Procedure2.Check whether all required pricing procedures are available.3.Select the required pricing procedure and chooseControl Data. Check the pricingprocedure control data for completeness.. 3 . 2 T r a n s a c t i o n D a t a R e p l i c a t i o n 3 . 2 . 1 R e p l i c a t i n g S a l e s D o c u m e n t sPlease check the Delta Guide.

UseThe 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 DocumentsPlease check the Delta Guide.Use© S A P A G P ag e 3 8 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideIn 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 ca 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 - 0004999999Internal1 3 0 0 0 0 0 0 0 0 0 1 -0004999999External0 2 0 0 0 5 0 0 0 0 0 0 -000599999External0 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.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP ECC IMG menuSales and Distribution

Sales

Sales Documents

SalesDocuments Header

Define Number Ranges for SalesDocuments2 . C h o o s eChange 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 eCreate Intervalsto 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.Procedure1.Access the activity using the following navigation options: © S A P A G P ag e 3 9 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideTransaction codeSPROSAP CRM IMG menuCustomer Relationship Management

Transactions

Basic Settings

Define Number Ranges2 . C h o o s eNumber 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 eCreate Intervalsto 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 DocumentsPlease check the Delta Guide.UseIn 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 definedadditionaltransaction 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.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP ECC IMG menuSales and Distribution

Sales

Sales Documents

SalesDocuments Header

Define Sales Document Types2.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© S A P A G P ag e 4 0 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide1.Access the activity using the following navigation options:Transaction codeSPROSAP ECC IMG menuSales 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.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP CRM IMG menuCustomer Relationship Management

Transactions

Basic Settings

Define Transaction Types2.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 exampleTA(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.Procedure1.Access the activity using the following navigation options:Transaction codeSPROSAP CRM IMG menuCustomer Relationship Management

Transactions

Basic Settings

Define Item Categories2.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.© S A P A G P ag e 4 1 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideProcedure1.Access the activity using the following navigation options:Transaction codeSPROSAP CRM IMG menuCustomer 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)PrerequisitesPlease apply SAP Note486277in the CRM system before starting the replication of salesdocuments.Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AC1SAP CRM menuArchitecture and Technology Middleware→Data Exchange→Object Management →Business Objects2.Ensure that you are in change mode. ChooseDisplay -> Change.3 .Se t t he f i l t e r f o r t he bus iness ob jec tSALESDOCUMENT by clicking on the filter symbol.4 . I n t h e f i e l dSource Site NamechooseOLTP .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 PL o wV B A K E R D A T G r e at 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 eRegenerate 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 sectionDefining Filters for Objectsof this guide.© S A P A G P ag e 4 2 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide.3.2.1.4Starting Replication of Sales Documents (SAP CRM)PrerequisitesChange the date profile 000000000004Sales Order

(or the corresponding date profile whichis used by your transaction type).Note543686describes the procedure how to change the date profile exemplary for theservice order.It is also very important to implement Note486277before carrying out the following steps.Otherwise you might get aSysfail 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.Procedure1.Access the activity using one of the following navigation options:Transaction codeR3ASSAP CRM menuArchitecture and Technology Middleware→Data Exchange→Initial Load →Start 2 . I n t h eLoad Object field, enter SALESDOCUMENT .3 . I n t h eSource Site (Sender)field enter OLTP and in theDestination Site (Receiver)fieldenter CRM .4 .To run t he rep l i ca t i on , chooseExecute(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)Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AM1SAP CRM menuArchitecture and Technology MiddlewareData Exchange

Initial Load Monitor Objects2 . I n t h eObject Namefield, 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.ResultThe replication is complete if all objects have the statusDone.In case of problems during replication, call the transactionSMWP (MiddlewarePortal) and search for error states in the areaRuntime Information.For a detailed error handling see sectionTips and Tricks for the ReplicationProcessat the end of this guide.© S A P A G P ag e 4 3 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide. 3 .3T ips and Tr icks for the Repl icat ion ProcessPlease 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 SizePlease check the Delta Guide.UseThe 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).Procedure1.Access the activity using one of the following navigation options:

Transaction codeR3AC1SAP CRM menuMiddlewareData ExchangeObject Management Business Objects2 . I n t h eObject Overview screen chooseDisplay Change.3.Select the object for which the block size should be changed and select the buttonFilters.4 .Change t he en t r y i n t he f i e l dBlock Size..3.3.1.2Defining Filters for ObjectsPlease check the Delta Guide.UseUnder Filter Settingsyou 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.Procedure1.Access the activity using one of the following navigation options: © S A P A G P ag e 4 4 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideTransaction codeR3AC1SAP CRM menu

MiddlewareData ExchangeObject Management Business Objects2 .Mark a bus iness ob jec t and chooseDetails.3 . C h o o s eFilter Settings.4 .En te r t he da ta f o r t he f o l l ow ing f i e l ds :F i e l d P r o c e d u reSource 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 . TheGenerate 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.© S A P

A G P ag e 4 5 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide3 . 3 . 2 I m p r o v i n g P e r f o r m a n c e D u r i n g R e p l i c a t i o nPlease check the Delta Guide.UseThe initial download of objects such as the material master data can lead to performanceproblems.ProcedureIn order to improve performance, apply SAP Note 0350176.3 . 3 . 3 M o n i t o r i n g a n d E r r o r A n a l y s i s f o r R e p l i c a t i o nPlease check the Delta Guide.

Several tools for monitoring can be used to check the status of the replication..3.3.3.1Monitoring Download StatusPlease check the Delta Guide.UseThe listMonitor Objectsshows the current download status (Running, Wait, Done) for previously selected objects.Procedure1.Access the activity using one of the following navigation options:Transaction codeR3AM1SAP CRM menuMiddlewareMonitoring Data ExchangeMonitor Objects2.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 Criteriayou can select by the current status:Abort ,Waiting ,Running or Done.4 . C h o o s eExecute.5 . O n t h eMonitor Download Objectsscreen you get the following information that gives youhints about the correctness of the download for each object.F i e l d V a lu eC 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© S A P A G P ag e 4 6

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SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide

•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 15means 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(fieldSubobject ). Only if the parent object has been loaded successfully, can dependentobjects be started, e.g.Material can only be downloaded onceCustomer 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 StepsPlease 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 QueuePlease check the Delta Guide.Procedure1.Access the activity using the following navigation option:Transaction codeSMQ12.To display a list of the queues, enter the client, queue name (for example *) and thequeue destination (for example *).© S A P A G P ag e

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SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide3 . C h o o s eExecute.4.To display the status, select the queue and chooseDisplay selection(F7).5.Call a specific outbound queue, select it and chooseDisplay Selection (F7).6.To display details on a queue, double-click the fieldQueue 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 QueuePlease check the Delta Guide.Procedure1.To view the inbound queues in the CRM system and their status, choose one of thefollowing navigation options:Transaction codeSMQ2SAP CRM menuMiddleware

Monitoring QueuesDisplay Inbound RFC Queues2.Enter the client and the queue name (for example *).3 . C h o o s eExecute.4.To display the status, select the queue and chooseDisplay selection(F7).5 .When you doub le - c l i c k t he f i e l dStatus, additional detailed information is generated.6.To display details on a queue, double-click theQueue namefield.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 sSTOP,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 MessagesPlease check the Delta Guide.UseBy analyzing the BDOC messages you get information about incorrect settings in the CRMsystem that influence the replication.Procedure1.Access the activity using one of the following navigation options:Transaction codeSMW01SAP CRM menuMiddlewareMonitoring Message Flow Display BDOC Messages2.Specify date and time of the relevant period of time.3 . C h o o s eExecute.© S A P A G P ag e 4 8 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration Guide4.BDOC messages with status beginning with E (red traffic light) need manual correctionand retry.5 .Se lec t t he message and chooseErrors.6.Here you find notes regarding CRM setting problems..3.3.3.6Checking Transactional RFC RequestsPlease check the Delta Guide.Procedure1.Access the activity using one of the following navigation options:Transaction codeSM58SAP CRM menuMiddlewareMonitoring Transactional RFC Display Transactional RFC Requests2 . O n t h e i n i t i a l s c r e e nTransactional RFC , specify dates for the display period.3.Fill in the remaining fields. Alternatively, enter *.4 . C h o o s eExecute.5.To display further details, drill down in the log..3.3.3.7Analyzing ABAP DumpsPlease check the Delta Guide.Procedure1.Access the activity using one of the following navigation options:Transaction codeST22SAP CRM menuMiddlewareMonitoring Performance

Exceptions/UsersExceptionsDump Analysis2 .Spec i f y t he pe r i od ( t oday , yes te rday ) . 3 . C h o o s eDisplay list (F8).4.To display the ABAP short dump description, select one of the short dumps and chooseDump analysis(F2).3 . 3 . 4 R e s t a r t R e p l i c a t i o nPlease check the Delta Guide.UseAfter detecting and solving the replication error you have to restart the replication.© S A P A G P ag e 4 9 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideWhile 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.TableSMOFINICUS 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.TableSMOFINICUS replaces parameter CRM_USE_BULK_DURING_INIT of theconfiguration fileSMOFPARSFA.ProcedureIn order to restart the replication you have to run the following steps:1 .Cance l i ng down load o f ob jec t s 2 . 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 q u e u e 4 . R e s t a r t d o w n l o a d.3.3.4.1Canceling Download of ObjectsPlease check the Delta Guide.Procedure1.Access the activity using one of the following navigation options:Transaction code

R3AM1SAP CRM menuMiddlewareMonitoring Data ExchangeMonitor Objects2.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 Criteriayou can select the status:Waiting andRunning.4 . C h o o s eExecute.5 . O n t h eMonitor Download Objectsscreen select the objects you want to cancel for download.6 . C h o o s e t h eCancel symbol.© S A P A G P ag e 5 0 o f 5 2

SAP Best Practices

CRM Master and Transaction Data Replication (C03): Configuration Guide.3.3.4.2Deleting Outbound QueuePlease check the Delta Guide.Procedure1.Access the activity using the following navigation option:Transaction codeSMQ12.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 eExecute.4.To delete an outbound queue, select the queue and chooseDelete selected objects..3.3.4.3Deleting Inbound QueuePlease check the Delta Guide.Procedure1.Access the activity using one of the following navigation options:Transaction codeSMQ2SAP CRM menuMiddlewareMonitoring QueuesDisplay Inbound RFC Queues2.To display a list of the queues, enter a queue name (for example *).3 . C h o o s eExecute.4.To delete an inbound queue, select the queue and chooseDelete selected objects.. 3 . 4 C h e c k i n g D e l t a R e p l i c a t i o n E v e n t sPlease check the Delta Guide.UseFor 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.Procedure1.Access the activity using one of the following navigation options: © S A P A G P ag e 5 1 o f 5 2

SAP Best PracticesCRM Master and Transaction Data Replication (C03): Configuration GuideTransaction codeSE16SAP ECC menuBasis ToolsABAP Workbench

Overview Data Browser 2 . I n t he t ab le name f i e l d en te r TBE31 . 3 . C h o o s eTable Contents (Enter).4 . C h o o s eExecute (F8).5 . C h e c k t h e c o l u m nFUNCT for the relevant entries. For sales documents the relevantentry is:A P P L K F U N C TB 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 codeR3AC4SAP CRM menuMiddlewareData ExchangeDelta Load from OLTP R/3Set up Delta Load 1 . C h o o s eDisplay Changein order to switch to change mode.2 . C h o o s eNew Entries.3 .En te r t he re l evan t ob jec t c l ass i n f i e l dObject Classand the RFC destination to the ECCsystem in the fieldDestination.4.Saveyour entries.This transaction also maintains database table TBE31 in the ECC system!© S A P A G P ag e 5 2 o f 5 2