crmtechnical

8/13/2019 crmtechnical

1/37

CRM Technical Laundry List

Stephen Johannes


2/37

Contents

Introduction

CRM Terms

ERP vs CRMData Model

1O API

Product MasterBusiness Partner


3/37

Contents - Continued

Events, MiddlewareCRMV_EVENT

R3AR4XIF

Webclient

Delete ComponentBOL Deconstruction


4/37

Contents Continued

Cool ItemSimple Search


5/37

CRM Terms

What is CRM?

Customer relationship management (CRM ) is a

multifaceted process, mediated by a set of information

technologies, that focuses on creating two-way exchanges

with customers so that firms have an intimate knowledge of

their needs, wants, and buying patterns.


6/37

CRM Terms

What type of data is typically stored by a SAP CRM

system?

Customer Visits

Customer Meetings

Leads, Opportunities, Quotations, Sales Orders

Service Requests, Service Orders

Customer / Vendor Profiles

Customer Relationships

Product Information


7/37

CRM TermsBusiness Partner

A person, organization, or group involved in acustomer interaction

Business Transaction

A significant internal or external event that isrecorded in the CRM system that describe acustomer supporting activity or interaction

(Activity, Complaint, Lead, Opportunity, SalesOrder, Service Order, etc)

Product

A good or service involved in customersupporting activity or interaction


8/37

ERP vs CRM

Typically Single Client

Segmented Data Model vs Structured


9/37

Data Model 1O API

Business Transactions are modeled via theOne Order Concept(1O).CRMD_ORDERADM_H Header

CRMD_ORDERADM_I Items

CRMD_CUSTOMER_H Customer Header Extensions

CRMD_CUSTOMER_I Customer Item Extensions


10/37

Data Model 1O API

Each part of the business transaction isknown as a segment

ORDERADM_HORDERADM_ISALESOPPORT_H

ACTIVITY_H


11/37

Data Model Product MasterThree important tables

COMM_PRODUCT

COMM_PR_FRG_REL

COMM_PRMATTechnically a product does not have any segments until assigned to productcategory!!! The product subtype hierarchy R3PRODSTYP defines this i.eMAT_FERT which has:

COMM_PR_MAT

COMM_PR_UNITYou must assign a product a valid category before you can assign it segmentdata!


12/37

Data Model Business PartnerWe call Business Partners: BUPAs per naming

convention in CRM

Central Data stored in BUT000

Most tables/segments start such as BUT* or CRMM_BUT_*

Relationships stored in BUT050

Partner id is primary key BUPA guid is secondary key

Extensions are handled via the EEWB/AET. Dont try towrite these from scratch unless you know BDT and preferdoing things in more painful fashion.


13/37

CRMV_EVENTThe event handler framework is used by the CRMbusiness transaction framework to notify changes within

the transaction to other segments within.

CRMV_EVENT is primary customizing transaction

You can determine what events are called as a business

transaction is edited by setting the user parameter

CRM_EVENT_TRACE to 'X' on your userid. The report

CRMV_EVENT_TRACE will allow you to see the results.The event framework is quite useful when a badi will not

meet your requirements.


14/37

R3AR4

Sometimes we need to re-download aparticular set of data to CRM

We can use replication requests to handlemoving a single business partner over

R3AR2 define request

R3AR4 start request

R3AR3 monitor request


15/37

XIF + LSMW

We need to import data into our CRMsystem and don't want to write code

Solution: XIF with LSMW

Follow my favorite blog:http://www.sdn.sap.com/irj/scn/weblogs?blog=/pu

b/wlg/2197


16/37

Webclient Delete Component

Oss Note: 1122248


17/37

Webclient BOL Deconstruction

BOL Component Definitions

Business Partner BOL

Business Transaction BOL


18/37

BOL Component Definitions

View Cluster CRMVC_GIL_APPDEF


19/37

Business Partner BOL Package


20/37

Business Partner BOLTransaction CRM_BUIL_CUST


21/37

Business Transaction BOLPackage


22/37


23/37

Simple Search


24/37


25/37

Setting up the Search

The document in service marketplace:

http://service.sap.com/instguides

SAP Business Suite Applications->SAP CRM

->SAP CRM 7.0->Operate

Configuring CRM Enterprise Search 7.0
http://service.sap.com/instguideshttp://service.sap.com/instguideshttp://service.sap.com/instguides


26/37


CRM -> UI Framework


27/37



28/37

UI Framework Configuration


29/37



30/37



31/37

Navigation Bar Profile


32/37

Define Parameters


33/37

ESH_COCKPIT Configuration


34/37


35/37


36/37

Create Variant

Program ESH_IX_CHANGE_POINTERS


37/37

CRM Wiki

http://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Framework

http://wiki.sdn.sap.com/wiki/display/CRM/Customer+Relationship+Management
http://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Frameworkhttp://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Frameworkhttp://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Frameworkhttp://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Frameworkhttp://wiki.sdn.sap.com/wiki/display/CRM/CRM+Web+Client+UI+Framework

crmtechnical

Documents

Transcript of crmtechnical