CRM Technical Objects Replication_C3D_CRM702_BB_ConfigGuide_EN_XX.doc

EHP2
for SAP CRM 7.0
May 2013
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Version 1.2
CRM Technical Objects
Replication (C3D)
SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
Building Block Configuration Guide

SAP Best Practices CRM Technical Objects Replication (C3D) - Configuration Guide
© SAP AG Page 2 of 15
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Contents
1 Purpose .................................................................................................................... 5
2 Preparation................................................................................................................ 5
2.1 Prerequisites .................................................................................................... 5
3 Configuration ............................................................................................................. 5
3.1 Changing Partner Determination Procedure ....................................................... 5
3.2 Replication of Functional Locations .................................................................... 6
3.2.1 Product Category for Functional Locations ..................................................... 6
3.2.1.1 Checking Application Assignment .............................................................. 6
3.2.1.2 Creating Category for Functional Locations ................................................ 7
3.2.2 Defining Default Settings for Functional Location Replication ........................... 8
3.2.3 Object Download (SAP ERP -> SAP CRM)..................................................... 8
3.2.3.1 Checking Prerequisite Downloads .............................................................. 8
3.2.3.2 Starting Initial Download............................................................................ 9
3.2.3.3 Checking Download Status........................................................................ 9
3.2.3.4 Checking Activation Delta Load (SAP ERP)................................................ 9
3.3 Replication of Equipments............................................................................... 10
3.3.1 Allowing Product References for Individual Objects ....................................... 10
3.3.2 Product Category for Equipments ................................................................ 10
3.3.2.1 Checking Application Assignment ............................................................ 10
3.3.2.2 Creating Category for Equipments ........................................................... 11
3.3.3 Defining Default Settings for Equipment Replication ...................................... 12
3.3.4 Checking BAdI Activation ............................................................................ 13
3.3.5 Object Download (SAP ERP -> SAP CRM)................................................... 13
3.3.5.1 Checking Prerequisite Downloads ............................................................ 13
3.3.5.2 Starting Initial Download.......................................................................... 14
3.3.5.3 Checking Download Status...................................................................... 14
3.3.5.4 Checking Activation Delta Load (SAP ERP).............................................. 14
3.3.6 Upload of Equipment Modifications to SAP ERP ........................................... 15
3.3.6.1 Defining Subscription .............................................................................. 15

CRM Technical Objects Replication:
Configuration Guide
1 Purpose
This configuration guide provides the information you need to set up and process the
replication of ERP equipments and functional locations from SAP ERP to SAP CRM where
these objects are then used for the creation of an exemplary customer’s Installed Base
structure in SAP CRM.
2 Preparation
2.1 Prerequisites
This building block contains all the necessary steps for the replication of functional locations
and equipments from SAP ERP to SAP CRM.
If functional locations shall not be replicated from SAP ERP to SAP CRM, skip the
chapter Replication of Functional Locations and all its sub-chapters.
3 Configuration
3.1 Changing Partner Determination Procedure
Use
This partner determination procedure is used in product categories for functional location and
Installed base.
Procedure
1. Access the activity using the following navigation option.
Transaction code COMM_PRAPPLCAT
SAP CRM IMG menu Customer Relationship Management  Basic Functions 
Partner Processing  Define Partner Determination Procedure
2. Select Partner Determination Procedure “00000032” with description “Installed
Base/IBase”
3. Maintain the following values
Field Value
Block Determin.
Block Determin. Field should be unselected
4. Double click on view Procedure User
5. Create a new entry and maintain following values
Field Value
User BUS1178 Product

6. Choose Back and Save your entries
Result
Partner Determination Procedure can now be used. This will be assigned to Product
categories.
3.2 Replication of Functional Locations
3.2.1 ProductCategory for FunctionalLocations
Use
With this activity you maintain the relevant product categories with set types and attributes for
functional locations.
Prerequisites
When setting up an SAP CRM system being integrated with SAP ERP, it's a prerequisite for
the maintenance of the categories, that the hierarchy R3PRODSTYP has been downloaded
from the SAP ERP system, but no categories for service products have been downloaded
within this hierarchy.
3.2.1.1 CheckingApplication Assignment
Use
If you are using SAP CRM with a connection to an SAP ERP system, you need to check
whether there is already an entry existing concerning the assignment of product hierarchy
R3PRODSTYP with application Product.
Do not create product hierarchies with ID R3MATCLASS, R3PRODHIER,
R3PRODSTYP manually in the CRM system, because these hierarchies were
replicated automatically if an ERP system is integrated.
Procedure
1. To check this, carry out the following steps.
SAP CRM IMG menu Cross-Application Components  SAP Product  Product
Category  Assign Category Hierarchies to Applications
2. In order to check the assignment of category hierarchies to applications, select view
Assign Hierarchies to Applications.
After the customizing has been transferred from SAP ERP, there is normally an entry with
the following assignments.
Application Hierarchy
03 Product R3PRODSTYP
If this does not exist, ask your system administrator when according customizing
will be transferred from SAP ERP.

If you have an SAP ERP back-end system, do not manually create an explicit
assignment of hierarchy R3PRODSTYP or any other hierarchy to application
Product.
3. Choose Back.
Result
If you have found an entry as described above, you can proceed with the creation of the
necessary new categories.
3.2.1.2 Creating Category for FunctionalLocations
Use
A new category for functional locations (with object family 0403 being assigned) needs to be
created as part of the appropriate hierarchy.
Procedure
1. Log on to the CRM WebClient UI with user power_user and password welcome.
2. Access the activity using the following navigation option:
SAP CRM WebClient menu Master Data  Search: Product Hierarchies
3. Select product hierarchy R3PRODSTYP and choose Edit Hierarchy.
4. Highlight the root entry Product Subtype and choose New.
5. Maintain the following values:
Hierarchy Structure Category Product Type Object Family
0403 Functional Location Material Functional Location
6. In assignment block Assigned Set Types choose Edit List and add the following entries:
Set Type ID Set Type
COMM_PR_LGTEXT1 Basic Texts
COMM_PR_SHTEXT Descriptions
COM_TA_MANUFAC Manufacturer Information
COM_TA_R3_ID R3 Identification
7. In assignment block Assigned RelationshipTypes choose Edit List add the following
entries:
Relationship Type
Partners for Product/Individual Object
Reference Product for Individual Object
8. In assignment block Category Data choose Edit and maintain the following entries:
Field Value
Partner Det. Procedure Installed Base/IBase
Please note that the Partner Determination Procedure 0000032 Installed Base/IBase

should be unblocked in customizing. It should also have BUS1178 listed as its Procedure
User. (Customer Relationship Management  Basic Functions  Partner Processing 
Define Partner Determination Procedure).
9. Choose Save.
10. Choose Back twice.
Result
A new category for functional locations has been defined.
3.2.2 Defining DefaultSettings for FunctionalLocation
Replication
Use
You use this activity to define standard settings for the replication of functional location data
from SAP ERP for each client and site in the SAP CRM system.
Procedure
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management  Master Data 
Installed Base  Replication of Technical Objects from SAP
ERP  Define Default Settings for Replication of Functional
Locations
2. Choose New Entries and select following values (using the input help):
Field Value
Site Name OLTP
IBase Category FL
Object Family 0403
Category ID 0403
3. Save your entries.
Result
The standard settings for the replication of functional location data from SAP ERP have been
maintained.
3.2.3 ObjectDownload (SAP ERP -> SAP CRM)
3.2.3.1 CheckingPrerequisite Downloads
Use
As a prerequisite you need to check beforehand if all relevant products and business partners
have been replicated from SAP ERP to SAP CRM.

Procedure
Transaction code R3AM1
SAP CRM menu
Architecture and Technology  Middleware  Monitoring 
Data Exchange  Monitor Objects
2. In field Object Name enter CUSTOMER_MAIN and choose Execute.
Object should bedisplayed in status done.
3. In field Object Name enter MATERIAL and choose Execute.
3.2.3.2 Starting Initial Download
Procedure
Transaction code R3AS
SAP CRM menu
Architecture and Technology  Middleware  Data Exchange
 Initial Load  Start
2. In field Load Object enter FUNCLOC and choose Execute.
3. Confirm the following dialog box (“Do you wish to continue with the initial load now?”) with
Yes.
3.2.3.3 CheckingDownload Status
Procedure
SAP CRM menu
 Initial Load  Monitor Objects
2. In field Object Name enter FUNCLOC and choose Execute.
Object should bedisplayed with status Done.
3.2.3.4 CheckingActivation Delta Load (SAP ERP)
Procedure
Transaction code (SAP ERP) SM30
2. As table name enter TBE31 and choose Maintain.
3. Confirm the information message that this table is cross-client.
4. Check if the following entry is existing.
If not, you need to maintain the following entry:

Event Ctr Appl. Function Module
PM000070 BC-MID CRS_FUNCLOC_COLLECT_DATA
5. Save your entries and select a workbench request if necessary.
3.3 Replication of Equipments
3.3.1 Allowing ProductReferences for IndividualObjects
Use
In this activity, you can activate the function to allow product data to be referenced by
individual objects.
Procedure
SAP CRM IMG menu Cross-Application Components  SAP Product Basic
SettingsAllow Product References for Individual Objects
2. Choose New Entries and maintain the following data:
Field name Value
ReferenceActive checked
3. Save your data.
3.3.2 ProductCategory for Equipments
Use
You need to maintain the relevant product categories with set types and attributes for
equipments.
Prerequisites
When setting up an SAP CRM system being integrated with SAP ERP, it's a prerequisite for
the maintenance of the categories, that the hierarchy R3PRODSTYP has been downloaded
from the SAP ERP system, but no categories for service products have been downloaded
within this hierarchy.
3.3.2.1 CheckingApplication Assignment
Use
If you are using SAP CRM with a connection to an SAP ERP system, you need to check
whether there is already an entry existing concerning the assignment of product hierarchy
R3PRODSTYP with application Product.
Do not create product hierarchies with ID R3MATCLASS, R3PRODHIER,

R3PRODSTYP manually in the CRM system, because these hierarchies were
replicated automatically if an ERP system is integrated.
Procedure
1. To check this, carry out the following steps.
SAP CRM IMG menu Cross-Application Components  SAP Product  Product
Category  Assign Category Hierarchies to Applications
2. In order to check the assignment of category hierarchies to applications, select view
Assign Hierarchies to Applications.
After the customizing has been transferred from SAP ERP, there is normally an entry with
the following assignments.
Application Hierarchy
03 Product R3PRODSTYP
If this does not exist, ask your system administrator when according customizing
will be transferred from SAP ERP.
If you have an SAP ERP back-end system, do not manually create an explicit
assignment of hierarchy R3PRODSTYP or any other hierarchy to application
Product.
3. Select view Assgmt per Product Type for Application ‘Product’ with double-click:
No entry for product type Service or Warranty should be found here yet.
4. Choose Back.
Result
If you have found an entry as described above, you can proceed with the creation of the
necessary new categories.
3.3.2.2 Creating Category for Equipments
Use
A new category for equipments (with object family 0401 being assigned) needs to be created
as part of the appropriate hierarchy
Procedure
SAP CRM WebClient menu Master Data  Search: Product Hierarchy
2. Select product hierarchy R3PRODSTYP and choose Edit Hierarchy.
3. Highlight the root entry Product Subtype and choose New.
4. Maintain the following values:
When creating new data manually for other languages, you need to maintain
translation-sensitive data (descriptions, titles, texts etc.) in addition, after having
logged on the system with the appropriate language.

Field Name Field Entry
Hierarchy Structure 0401
Category (EN) Equipment
Category (DE) Equipment
Category (ES) Equipo
Category (PT) Equipamento
Category (ZH) 设备
Category (FR) Équipement
Category (JA) 設備
Category (RU) Оборудование
Product Type Material
Object Family Equipment
5. In assignment block Assigned Set Types choose Edit List and add the following entries:
Set Type ID Set Type
COMM_PR_LGTEXT1 Basic Texts
COMM_PR_SHTEXT Descriptions
COM_TA_MANUFAC Manufacturer Information
COM_TA_R3_ID R3 Identification
COM_LOCAT_ADDR Address
COMM_PR_UNIT Units of Measure
COMM_PR_MAT Basic Data for Materials
6. In assignment block Assigned RelationshipTypes choose Edit List add the following
entries:
Partners for Product/Individual Object
Reference Product for Individual Object
7. In assignment block Category Data choose Edit and maintain the following entries:
Field Value
Partner Det. Procedure Installed Base/IBase
8. Choose Save.
Result
A new category for equipments has been defined.
3.3.3 Defining DefaultSettings for EquipmentReplication
Use
In this activity, you define settings for the replication of equipment data from SAP ERP.

Procedure
SAP CRM IMG menu Customer Relationship Management  Master Data 
Installed Base Replication of Technical Objects from SAP
ERP Define Default Settings for Replication of Equipment
2. Choose New Entries and select following values (using the input help):
Field Value
Site Name OLTP
IBase Category EQ
Object Family 0401
Category ID 0401
Delta Load X
3. Save your entries.
Result
The standard settings for the replication of equipment data from SAP ERP have been
maintained.
3.3.4 CheckingBAdI Activation
Use
You can use this Business Add-In to influence the flow of equipments from SAP ERP
Customer Service to SAP CRM.
Procedure
SAP CRM IMG menu Customer Relationship Management  Master Data 
Installed Base  Replication of Technical Objects from SAP
ERP  Business Add-Ins  BAdI: Creation of Objects by
Equipment Download
2. Highlight the line with implementation CRM_EQUI_LOAD_STDIMP and choose Display.
3. Check if the this implementation is Active.
3.3.5 ObjectDownload (SAP ERP -> SAP CRM)
3.3.5.1 CheckingPrerequisite Downloads
Use

You need to check beforehand if relevant products and business partners have been to
replicated from SAP ERP to SAP CRM.
Procedure
SAP CRM menu
Architecture and Technology  Middleware  Monitoring 
Data Exchange  Monitor Objects
2. In field Object Name enter CUSTOMER_MAIN and choose Execute.
3. In field Object Name enter MATERIAL and choose Execute.
3.3.5.2 Starting Initial Download
Procedure
Transaction code R3AS
SAP CRM menu
 Initial Load  Start
2. In field Load Object enter EQUIPMENT and choose Execute.
3. Confirm the following dialog box (“Do you wish to continue with the initial load now?”).
3.3.5.3 CheckingDownload Status
Procedure
SAP CRM menu
 Initial Load  Monitor Objects
2. In field Object Name enter EQUIPMENT and choose Execute.
Object should be displayed in status done.
3.3.5.4 CheckingActivation Delta Load (SAP ERP)
Procedure
Transaction code (SAP ERP) SM30
2. As table name enter TBE31 and choose Maintain.
3. Confirm the information message that this table is cross-client.

4. Check if the following entry is existing.
If not, you need to maintain the following entry:
Eventl Ctr Appl Function module
PM000020 BC-MID EQUIPMENT_COLLECT_DATA
5. Save your entries and select a workbench request if necessary.
3.3.6 Upload of Equipment Modifications to SAP ERP
3.3.6.1 Defining Subscription
Use
This activity is needed in order to enable the upload of any changes from the SAP CRM
Installed Base component to the according SAP ERP equipment.
Procedure
Transaction code SMOEAC
SAP CRM menu
Architecture and Technology  Middleware  Administration
 Administration Console
2. As object type select Subscription and choose Create.
3. In the Administration Console: Subscription Wizard choose Continue and maintain the
following values:
Field name Value
Name
Subscription Product_INDOBJ
Publication Product Individual Objects via Object Family (MESG)
Criteria Values
Value Low 0401
Assign Sites
Choose Assign:
Site Name OLTP
4. Choose Complete.

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