MASTER DATA REPLICATION ERP <-> CRM

By Sunil Peddina SAP-CRM Consultant @Mahindra Satyam Date: 06th June 2011

Business partner concept ERP <-> CRM:

The business partner concepts of the ERP system and the CRM system are different. Therefore you have to define a mapping when exchanging business partners from ERP to CRM and vice versa.

ERP System
Every business partner has to be assigned to an account group that determines the properties of business partners, especially:
o o o

Master data fields Number range Specific functionality for sales and distribution

There are more than 20 different account groups available in the standard delivery.

CRM System Business partners in the CRM system are grouped by using classifications which determine:
o o

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 assigned manually or automatically when creating a business partner. There are only 5 different classifications
o o o o o

Consumer: Organization Consumer: Person Customer Prospective customer Competitor

The mapping of business partners has to be defined for both directions: from the ERP system to the CRM system and vice versa. Thereby you have to: Map account groups to classifications and make sure that the required fields in both systems are identical Map the number ranges

ERP -> CRM

In order to map the business partner master data from ERP to CRM you have to run the following activities: 1. Identifying relevant ERP account groups. 2. Defining number ranges for CRM business partners.

3. Defining CRM business partner groupings. 4. Mapping ERP account group to CRM classification

1. Identifying/Creating Relevant R/3 Account Groups (SAP R/3)

SAP R/3 Role Menu Transaction code IMG Path Identifying Relevant R/3 Account Groups SPRO / OVT0 Logistics General Business partners Customers Control Define account groups and field selection for customer

2. Defining Number Ranges for Business partners:

Number range assignments:

There are two alternatives for mapping the business partner numbers from the ERP to the CRM system and vice versa.
1. Choosing different number ranges 2. Choosing identical number ranges In our scenarios we are following the identical number range for ERP & CRM System.

i.e. The business partner IDs of ERP and CRM business partners are identical. There is always an internal assignment table that maps the ERP business partner ID to the corresponding CRM business partner to ensure a consistent data exchange. Customers have to be maintained in the ERP system and in the CRM system in parallel. For each number range of the selected account groups of the ERP system you have to create a number range in the CRM system.
Transaction code SAP CRM IMG menu BUCF (choose change intervals)

Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings Define Number Ranges

3. Define CRM Business partners Groupings (SAP CRM)

Transaction code
SPRO

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

4. Mapping ERP Account Groups to CRM Groupings (SAP ERP)

Transaction code
PIDE

CRM -> ERP

In order to map the business partner master data from CRM to ERP you have to run the following activities: 1. 2. 3. 4. 5.
Defining number ranges for CRM business partners. Defining CRM business partner groupings. Creating ERP business partner number ranges. Creating ERP account groups. Mapping CRM classifications to ERP account groups.

From 1 -4 follow the above ERP to CRM process

5 Mapping CRM classifications to ERP account groups:

Transaction code
PIDE

Selecting Customers for Replication (Filter Settings):

1. Transaction code R3AC1 Architecture and Technology Middleware Data Exchange Object Management Business Objects

SAP CRM GUI menu

2. 3. 4. 5. 6.

To set the filter for the business object CUSTOMER_MAIN, click on the filter symbol. Go to the tab Filter Settings. In the field Source Site Name, choose the site source of your data . Make sure that you are in change mode. Choose Display <-> Change (Ctrl+F1). Choose the relevant data for your filter settings, for example you can specify the customer numbers for replication. 7. Enter the following data: Table/Structure Field OP Low High Incl./Excl.

KNA1

KUNNR EQ 0001000001 0001999999 Inclusive defined set/array

8. Choose Save (Ctrl+S) 9. Choose No to all on the first dialog box. 10. Choose Continue (Enter) on the second dialog box..

Replicating Customers (SAP CRM):

Generally customers are replicated from ERP account group 0001 to CRM will be created as Corporate customer in CRM. Before downloading from ERP, implement the BAdI - BUPA_INBOUND
1. Transaction code R3AS

SAP CRM GUI menu

Architecture and Technology Initial Load Start

Middleware

Data Exchange

2. In the Load Object field, enter CUSTOMER_MAIN. 3. In the Source Site (Sender) field enter OLTP and in the Destination Site (Receiver) field enter
CRM. 4. To run the replication, choose Execute (F8). 5. Confirm the next screen message by choosing Continue (Enter).

Monitoring Replication Status :

1. Transaction code R3AM1 Architecture and Technology Middleware Data Exchange Initial Load Monitor Objects

SAP CRM GUI menu

2. In the Object Name field, enter the downloaded object to get the download status of this object.
You can also make no entry to get the status of all downloaded objects.

3. Choose Execute (F8). 4. The replication is complete if all objects have the status Done.

REPLICATING MATERIALS :
The following activities are required to replicate the product settings to the CRM system: Checking Material Defining Number Ranges for Materials Defining Item Category Groups Selecting Materials for Replication Replicating Materials Monitoring Replication Status

1. Checking Material (SAP ERP) :

In this step you check whether the material master that you want to sell in your CRM system is in the corresponding sales area in the ERP system.
Transaction code SAP ERP GUI menu MM03 Logistics Materials Management Material Master Material Display Display Current

2. Defining item category groups :

The item categories of the ERP back end have to be created in the same way in the CRM system.
Transaction code SAP ERP IMG menu SPRO Sales and Distribution Sales Sales Documents Sales Document Item Define Item Category Groups

Copy the relevant item categories that you want to use in the CRM system.

To Copy the item categories to the CRM system do the following:

Transaction code SAP CRM IMG menu

SPRO Customer Relationship Management Transactions Basic Settings Define Item Category Group

Paste the relevant item category groups of the ERP back end.

3. Selecting Materials for replication :

Transaction code SAP CRM GUI menu R3AC1 Architecture and Technology Middleware Data Exchange Object Management Business Objects

Enter the following data to set the filter based on the requirement:

Table/Structure MARA

Field MATNR

OP EQ

Low <Low number>

High

Incl./Excl. Inclusive defined set/array

4. Replicating Materials (SAP CRM):

Transaction code SAP CRM GUI menu R3AS Architecture and Technology Middleware Data Exchange Initial Load Start

5. Monitoring replication status (SAP CRM) :

Transaction code SAP CRM GUI menu R3AM1 Architecture and Technology Middleware Data Exchange Initial Load Monitor Objects