CRM Central Master Data

Contents

Configuration Guide................................................................................................................... 1

1 Purpose........................................................................................................................... 1

2 Preparation ..................................................................................................................... 1

2.1 Prerequisites ............................................................................................................ 1

2.2 SAP Notes................................................................................................................ 1

3 Configuration .................................................................................................................. 2

3.1 Business Partner...................................................................................................... 2

3.1.1 Customer ......................................................................................................... 2

3.1.1.1 Assigning Relationships to Business Partners ........................................... 2

3.1.2 Competitors ..................................................................................................... 3

3.1.2.1 Defining Number Ranges ........................................................................... 3

3.1.2.2 Defining Groupings ..................................................................................... 4

3.1.2.3 Creating Competitors.................................................................................. 4

3.2 Conditions ................................................................................................................ 4

3.2.1 Create Pricing Procedure without Tax for Sales ............................................. 4

3.2.2 Determining Pricing Procedures...................................................................... 5

Configuration Guide

1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually.

2 Preparation

2.1 Prerequisites

Before starting with the installation of this building block, please see the document Quick Guide to Installing SAP Best Practices for CRM.

2.2 SAP Notes

Before you begin the installation and configuration, read the relevant SAP Notes. These SAP Notes contain important information for installation and configuration, and also corrections concerning this building block.

Make sure that you have the most up-to-date version of SAP Notes. You can find the SAP Notes on the SAP Service Marketplace (http://service.sap.com/notes) or in SAPNet.

SAP Note Area Title

CRM System

450640 CRM-MKT-SEG-ATT Message 'Start report CRM_MKTBP_ZCACL_UPDATE_30'

3 Configuration

3.1 Business Partner

3.1.1 Customer

3.1.1.1 Assigning Relationships to Business Partners

Use

When using the pre-defined partner determination rules in sales transactions the sales representative is determined automatically via the employee responsible that is assigned to the customer.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code BP

SAP CRM menu Master Data � Business Partners � Maintain Business Partner

2. Call the main business partner.

3. Choose Switch Between Display and Change.

4. Choose Relationships.

5. On tab Overview maintain the following entries:

Field Name Field Entry

Relationship Cat. Has the Responsible Business Partner

Format List

Relationship to BP Frank Reeve (10220)

6. Choose Create.

7. On subscreen Responsible Employee: Usage select the following data:

Field Name Field Entry

Sales Organization BP Sales Organization

Distribution Channel Direct Sales

Partner Function Person Responsible

8. Choose Continue.

9. Choose Save.

10. Choose Relationships.

11. On tab Overview maintain the following entries:

Field Name Field Entry

Relationship Cat. Has the Employee Responsible

Format List

Relationship to BP Michael Curtis (10010)

12. Choose Create.

13. On subscreen Responsible Employee: Usage select the following data:

Field Name Field Entry

Sales Organization BP Sales Organization

Distribution Channel Direct Sales

Partner Function Sales Representative

14. Choose Continue.

15. Choose Save.

Result

An employee has been assigned to a customer as responsible Business Partner.

After the assignment of access sequence Business Partner Relationships: Sold-To-Party to a partner determination procedure, this employee will always be found automatically as responsible employee when creating a document (e.g., service order, complaint) for the respective customer.

3.1.2 Competitors

Use

In some scenarios, for example Opportunity Management, you can specify competitors. Competitors can be created in the system as master data. Create a new Business Partner in the Role Competitor and enter the required data.

3.1.2.1 Defining Number Ranges

Use

You want to create competitors with separate external number ranges in CRM.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code BUCF

SAP CRM IMG menu CRM � Cross-Application Components � SAP Business Partner � Business Partner � Basic Settings � Number Ranges and Groupings � Define Number Ranges

2. Choose Change Intervals.

3. Choose Insert Interval.

4. Enter the following interval IDs and ranges:

Number range From number To number External

Y8 0007000000 0007999999

5. Select checkbox Ext if external number range is required.

6. Save your entries.

3.1.2.2 Defining Groupings

Use

You want to create competitors with the external number ranges in CRM. You have to define the grouping and assign the number range to this grouping

Procedure

1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu CRM � Cross-Application Components � SAP Business Partner � Business Partner � Basic Settings � Number Ranges and Groupings � Define Groupings and Assign Number Ranges

2. Choose New Entries.

3. Enter the following values:

Grouping Short name Description Number range

External Int Std. Grping

Y8 CRM Competitors CRM Competitors Y8 X

4. Save your entries.

3.1.2.3 Creating Competitors

Procedure

1. Access the activity using one of the following navigation options:

Transaction code BP

SAP CRM menu Master Data � Business Partner � Maintain Business Partner

2. Choose Create Organization (Ctrl + F5).

3. Choose Create in Role Competitor.

4. Choose Create.

5. Choose Grouping CRM Competitors.

6. Enter Business Partner ID according to number range, e.g. 7000000

7. On the Address tab enter at least values for the fields:

• Name: Title, Name

• Search Term

• Street Address: Street, House Number, Postal Code, City, Country

• Communication: Language, Telephone, E-Mail

8. Save your entries.

3.2 Conditions

3.2.1 Create Pricing Procedure without Tax for Sales

Use

In order to synchronize the pricing in the ECC system and the CRM system the same pricing procedures have to be used in both systems.

The ECC pricing procedures have been downloaded in the Building Block C03 Master and Transaction Data Replication, so they can now be used for defining the pricing in the CRM system.

For some sales transactions like opportunities a pricing procedure without tax is required.

A pricing procedure of this kind has to be created in the CRM system.

Procedure

1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu CRM � Basic Functions � Pricing � Define Settings for Pricing � Create Pricing Procedures

2. Select the pricing procedure that is used for standard sales transactions, e.g. RVAA01.

3. Choose Copy as.

4. Enter a new ID for the pricing procedure, e.g. YRVA01 and choose Enter.

5. Choose Copy all.

6. Enter a new description for the pricing procedure, e.g. BP Sales without Tax.

7. Choose Control Data for this newly created pricing procedure and delete the Mandatory flag for the tax condition type, e.g. 915 Output Tax when using RVAA01.

8. Choose Save.

3.2.2 Determining Pricing Procedures

Use

A pricing procedure used in sales transactions has to be determined for every combination of sales organization and distribution channel.

Procedure

1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu CRM � Basic Functions � Pricing � Pricing in the Business Transaction � Determine Pricing Procedures

2. Choose New entries (F5).

3. Select your combinations of sales organization, distribution channel, and document procedure for the transaction type that you are using, customer procedure and pricing procedure. Create entries for a standard pricing procedure, e.g. RVAA01 with Document Pricing Procedure A for standard sales transaction. Create entries for a second pricing procedure without tax (see preceding section), e.g. YRVA01 with Document Pricing Procedure B for sales transactions without taxes, e.g. opportunities. Only sales organizations are displayed that have the attribute sales organization in the organizational model.

Sales Org. Dis Chan Division Doc.pric.proc. Cust.proc. Proc.

Sales Org. Dis Chan Division Doc.pric.proc. Cust.proc. Proc.

<Distr Channel> A (Standard) 1 (Standard)

<Distr Channel> A (Standard)

RVAA01 or customer-specific procedure

<Distr Channel> B (Standard) 1 (Standard)

<ID for sales organization BP Sales>

<Distr Channel> B (Standard)

YRVA01 or customer-specific procedure

In case you make use of the header division you have to maintain the field Division, if you make use of the dummy division you have to leave the field blank!

4. Save your entries.

To ensure the system will find prices for the customer, even if the customer is not assigned to your customer pricing procedure, it is important that the field Cust. Proc (Customer Pricing Procedure) remains empty in one row of the table Determination of Pricing Procedure for each combination of sales organization, distribution channel, document pricing procedure, customer pricing procedure, and pricing procedure. That is, for every combination that you create, you must create a copy in which the field Cust. proc. is left empty.