SAP CRM 7.

00 September 2010 English

CRM Customizing Replication (B09)

&'il#ing &lo() Con$ig'ration G'i#e

SAP AG Dietmar-Hopp-Allee 1 !1!0 "all#or$ German%

SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

Copyright
. 2010 SAP AG. All rights reser/e#. 0o part o$ this p'bli(ation ma% be repro#'(e# or transmitte# in an% $orm or $or an% p'rpose 1itho't the e2press permission o$ SAP AG. 3he in$ormation (ontaine# herein ma% be (hange# 1itho't prior noti(e. Some so$t1are pro#'(ts mar)ete# b% SAP AG an# its #istrib'tors (ontain proprietar% so$t1are (omponents o$ other so$t1are /en#ors. Mi(roso$t4 "in#o1s4 E2(el4 5'tloo)4 an# Po1erPoint are registere# tra#emar)s o$ Mi(roso$t Corporation. 6&M4 D&24 D&2 7ni/ersal Database4 S%stem i4 S%stem i84 S%stem p4 S%stem p84 S%stem 24 S%stem *4 S%stem *104 S%stem *!4 *104 *!4 iSeries4 pSeries4 2Series4 *Series4 eSer/er4 *9:M4 *95S4 i895S4 S9;!04 5S9;!04 5S9<004 AS9<004 S9;!0 Parallel Enterprise Ser/er4 Po1er:M4 Po1er Ar(hite(t're4 P5"ER =4 P5"ER 4 P5"ER8=4 P5"ER84 P5"ER4 5penPo1er4 Po1erPC4 &at(hPipes4 &la#eCenter4 S%stem Storage4 GP>S4 HACMP4 RE3A604 D&2 Conne(t4 RAC>4 Re#boo)s4 5S924 Parallel S%sple24 M:S9ESA4 A6?4 6ntelligent Miner4 "ebSphere4 0et$init%4 3i/oli an# 6n$ormi2 are tra#emar)s or registere# tra#emar)s o$ 6&M Corporation. @in'2 is the registere# tra#emar) o$ @in's 3or/al#s in the 7.S. an# other (o'ntries. A#obe4 the A#obe logo4 A(robat4 PostS(ript4 an# Rea#er are either tra#emar)s or registere# tra#emar)s o$ A#obe S%stems 6n(orporate# in the 7nite# States an#9or other (o'ntries. 5ra(le is a registere# tra#emar) o$ 5ra(le Corporation. 706?4 ?95pen4 5S>914 an# Moti$ are registere# tra#emar)s o$ the 5pen Gro'p. Citri24 6CA4 Program 0eighborhoo#4 Meta>rame4 "in>rame4 :i#eo>rame4 an# M'lti"in are tra#emar)s or registere# tra#emar)s o$ Citri2 S%stems4 6n(. H3M@4 ?M@4 ?H3M@ an# ";C are tra#emar)s or registere# tra#emar)s o$ ";CA4 "orl# "i#e "eb Consorti'm4 Massa(h'setts 6nstit'te o$ 3e(hnolog%. Ba/a is a registere# tra#emar) o$ S'n Mi(ros%stems4 6n(. Ba/aS(ript is a registere# tra#emar) o$ S'n Mi(ros%stems4 6n(.4 'se# 'n#er li(ense $or te(hnolog% in/ente# an# implemente# b% 0ets(ape. SAP4 R9;4 SAP 0et"ea/er4 D'et4 PartnerE#ge4 &%Design4 Clear Enterprise4 SAP &'siness5bCe(ts E2plorer4 an# other SAP pro#'(ts an# ser/i(es mentione# herein as 1ell as their respe(ti/e logos are tra#emar)s or registere# tra#emar)s o$ SAP AG in German% an# other (o'ntries. &'siness 5bCe(ts an# the &'siness 5bCe(ts logo4 &'siness5bCe(ts4 Cr%stal Reports4 Cr%stal De(isions4 "eb 6ntelligen(e4 ?(elsi's4 an# other &'siness 5bCe(ts pro#'(ts an# ser/i(es mentione# herein as 1ell as their respe(ti/e logos are tra#emar)s or registere# tra#emar)s o$ SAP >ran(e in the 7nite# States an# in other (o'ntries. All other pro#'(t an# ser/i(e names mentione# are the tra#emar)s o$ their respe(ti/e (ompanies. Data (ontaine# in this #o('ment ser/es in$ormational p'rposes onl%. 0ational pro#'(t spe(i$i(ations ma% /ar%. 3hese materials are s'bCe(t to (hange 1itho't noti(e. 3hese materials are pro/i#e# b% SAP AG an# its a$$iliate# (ompanies +DSAP Gro'pD, $or in$ormational p'rposes onl%4 1itho't representation or 1arrant% o$ an% )in#4 an# SAP Gro'p shall not be liable $or errors or omissions 1ith respe(t to the materials. 3he onl% 1arranties $or SAP Gro'p pro#'(ts an# ser/i(es are those that are set $orth in the e2press 1arrant% statements a((ompan%ing s'(h pro#'(ts an# ser/i(es4 i$ an%. 0othing herein sho'l# be (onstr'e# as (onstit'ting an a##itional 1arrant%.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

Icons
Icon Meaning Ca'tion E2ample 0ote Re(ommen#ation S%nta2

Typographic Conventions
Type Style Example text Description "or#s or (hara(ters that appear on the s(reen. 3hese in(l'#e $iel# names4 s(reen titles4 p'shb'ttons as 1ell as men' names4 paths an# options. Cross-re$eren(es to other #o('mentation. Example text E?AMP@E 3E?3 Emphasi*e# 1or#s or phrases in bo#% te2t4 titles o$ graphi(s an# tables. 0ames o$ elements in the s%stem. 3hese in(l'#e report names4 program names4 transa(tion (o#es4 table names4 an# in#i/i#'al )e% 1or#s o$ a programming lang'age4 1hen s'rro'n#e# b% bo#% te2t4 $or e2ample4 SE@EC3 an# 60C@7DE. S(reen o'tp't. 3his in(l'#es $ile an# #ire(tor% names an# their paths4 messages4 so'r(e (o#e4 names o$ /ariables an# parameters as 1ell as names o$ installation4 'pgra#e an# #atabase tools. Ee%s on the )e%boar#4 $or e2ample4 $'n(tion )e%s +s'(h as F2, or the ENTER )e%. E2a(t 'ser entr%. 3hese are 1or#s or (hara(ters that %o' enter in the s%stem e2a(tl% as the% appear in the #o('mentation. :ariable 'ser entr%. Pointe# bra()ets in#i(ate that %o' repla(e these 1or#s an# (hara(ters 1ith appropriate entries.

Example text

EXAMPLE TEXT Example text <Example text>

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

Contents
1 P'rpose............................................................................................................................. 8 2 Preparation........................................................................................................................ 8 ; Con$ig'ration.....................................................................................................................

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CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

Con iguration !ui"e

# $urpose
3his b'il#ing blo() +Con$ig'ration G'i#e, #es(ribes the ne(essar% a(ti/ities to repli(ate ('stomi*ing #ata $rom the ERP s%stem to the CRM s%stem. 3his b'il#ing blo() is the prereF'isite $or the installation o$ all CRM s(enarios #eli/ere# b% SAP &est Pra(ti(es. 3his b'il#ing blo() is not reF'ire# i$ %o' r'n the CRM in a stan#alone mo#e4 that is 1itho't an 5@3P ba()-en# s%stem. 3he Con$ig'ration G'i#e #es(ribes ho1 to set 'p the (on$ig'ration o$ a b'il#ing blo() man'all%.

$reparation

&%&# $rere'uisites
&e$ore starting 1ith the installation o$ this b'il#ing blo()4 please see the #o('ment Quick Guide to Installing SAP Best Practices for CRM .

&%&% S($ )otes

&e$ore %o' begin the installation an# (on$ig'ration4 rea# the rele/ant SAP 0otes. 3hese SAP 0otes (ontain important in$ormation $or installation an# (on$ig'ration4 an# also (orre(tions (on(erning this b'il#ing blo(). Ma)e s're that %o' ha/e the most 'p-to-#ate /ersion o$ SAP 0otes. Go' (an $in# the SAP 0otes on the SAP Ser/i(e Mar)etpla(e +http://service.sap.com/notes,. S($ )ote *R$ System CRM System <!0!;2 CRM-&3?-&>-6> Data e2(hange o$ sales transa(tions CRM ERP +see (hapter H'e'e pro(essing #'ring the 'ploa#9#elta #o1nloa#, 0o initial loa# possible (rea Title

II7 !

CRM-M"-ADP

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CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

Con iguration
Registering ,ueues

&+&# $reliminary (ctivities or Replication +&#&# -se

All repli(ation an# realignment F'e'es $or the #ata e2(hange bet1een the ERP s%stem an# the CRM s%stem are registere# a'tomati(all% 1hen starting the repli(ation. 3he CSA F'e'es ha/e to be registere# man'all%.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM IM! menu 2. Choose Registration. ;. 5n the Queue Registration s(reen4 ma)e the $ollo1ing entries.iel" name H'e'e name Mo#e Ma2. R'ntime @ogi(al Destination Attempts Pa'se S(he#'ler Monitoring ;0 ;00 0 -ser action an" values CSAJ D 0 SMHR CRM CRM Middleware and Related Components Queue Setup Register CSA Queues

<. Register an a##itional F'e'e.iel" name H'e'e name Mo#e Ma2. R'ntime @ogi(al Destination Attempts Pa'se S(he#'ler Monitoring 8. Choose Continue Enter!. ;0 ;00 -ser action an" values R;AJ D 0

Result
3he CSAJ an# the R;AJ F'e'es are registere# an# are #ispla%e# in the F'e'e list.

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+&#&%

Starting ,ueue Demon an" ,ueues

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu SM5HH7E7E Arc"itecture and #ec"nolog$ Middleware Monitoring Queues Monitor R%R Queues

2. Choose Start Queue &emon. ;. Release all F'e'es b% (hoosing Release Queue an# sele(ting the /ali# line in the (ol'mn $iel# Client. <. Per$orm step ; $or all the F'e'es S'BC(EC)* REA+IG,* &EPE,&E,C-* E.#RAC#* E.#RAC#B+) and AC/E.#RAC#0 8. Per$orm steps ; an# < also $or Client 000 b% #esele(ting the (he()bo2 &ispla$ current client ...! onl$ an# (hoosing Refres".

+&#&+ -se

Setting -p *rror /an"ler (S($ CRM)

6n this step4 %o' #e$ine an ERP e-mail re(ipient $or ea(h &Do( t%pe. Re(ipients a'tomati(all% re(ei/e messages in the &'siness "or)pla(e 6nbo2 i$ errors o(('r in the relate# &Do(.

$roce"ure
1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionsTransaction co"e S($ CRM IM! menu SPR5 Customer Relations"ip Management CRM Middleware and Related Components Message 1low Setup Assign Error Actions to Messages

2. Sele(t &efault Error Action. ;. Choose Execute 12!. <. Sele(t Maintain Configuration 13! 8. Sele(t Mail as Error Action. . Enter the $ollo1ing #ata as Mail Parameters. .iel" name E-Mail A##ress o$ Re(ei/ers E-Mail 3%pe 0alue K7SER 6DL o$ the 'ser that is logge# on & +SAP 7ser,

7. Choose Sa4e Configuration Ctrl 5 16!. I. Choose Execute +>I,. >or other Error Han#ler settings please see the #o('mentation o$ the 6MG a(ti/it%.

Result
An ERP e-mail re(ipient $or ea(h &Do( t%pe is #etermine#. 3his re(ipient a'tomati(all% re(ei/es messages in his9her &'siness "or)pla(e 6nbo2 i$ errors o(('r in the relate# &Do(.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

3he e-mail re(ipient is spe(i$ie# as the 'ser +the installation 'ser, that is ('rrentl% logge# on to the s%stem.

&+&% Con iguration Replication *R$ 12 CRM +&%&# -se

&e$ore starting the C'stomi*ing repli(ation4 /eri$% that entries $or the 6S5 (o#es are 'niF'e in the $ollo1ing ERP tables @ang'age )e%s +table 3002 $iel# @A6S5, C'rren(% (o#es +table 3C7RC $iel# 6S5CD, Co'ntries +table 3008 $iel# 603CA,.

Chec3ing IS4 Co"es (S($ *R$)

Altho'gh SAP #eli/ers these tables in a (onsistent state4 #'pli(ate 6S5 entries (an o(('r be(a'se this is not a )e% $iel# in those tables +espe(iall% i$ o1n entries ha/e been set 'p 1ith cop$ $'n(tions,.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ *R$ !-I menu SE1 #ools ABAP 7ork8enc" 94er4iew &ata Browser

2. 6n the table name $iel# enter T002. ;. Choose #a8le Contents Enter!0 <. Choose Execute +>I,. 8. Che() the (ol'mn +AIS9 $or #'pli(ate entries. . Repeat these steps $or the other tables. 6$ #'pli(ate 6S5 (o#es are #ete(te#4 the% ha/e to be repla(e# b% ne1 6S5 (o#es. 3he $inal res'lt has to be that all tables mentione# hol# 'niF'e 6S5 (o#e entries. M'ltiple entries 1ith empt% 6S5 (o#es are possible. 6n or#er to ma)e 6S5 (o#es 'niF'e a((ess these tables /ia the $ollo1ing CRM 6MG a(ti/ities 3able 3C7RCSAP ,etwea4er General Settings Currencies C"eck Currenc$ Codes0 3able 3008SAP ,etwea4er General Settings Set Countries Specif$ Countries in m$SAP S$stems CRM* SRM* SCM* !

+&%&%

De ining $ro"uct /ierarchy Structure

$lease chec3 the Delta !ui"e&

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&+&%&%&# Chec3ing $ro"uct /ierarchy Structure in 45T$ (S($ *R$) $roce"ure

1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ *R$ !-I menu SE11 #ools ABAP 7ork8enc" &e4elopment ABAP &ictionar$

2. 6n the ABAP &ictionar$: Initial Screen4 enter PRODHS in the $iel# ;iew. ;. Choose &ispla$. <. 6n the &ictionar$: &ispla$ Structure s(reen the n'mber o$ (omponents (orrespon#s to the n'mber o$ le/els in the CRM s%stem. 3he $iel# +engt" #e$ines the n'mber o$ #igits $or ea(h le/el.

&+&%&%&% De ining $ro"uct /ierarchy Structure (S($ CRM) $roce"ure

1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionsTransaction co"e S($ CRM IM! menu SPR5 Cross Application Components SAP Product Product Categor$ &efine Categor$ ,um8ering Sc"emes

2. Choose ,ew entries. ;. Ma)e the $ollo1ing entries.iel" name 0'mber S(heme S(heme Des(ription +E0, S(heme Des(ription +DE, *ntry R;PR5DH6ER 0'mbering S(heme ERP ERP 0'mmerier'ngss(hema

Choose Enter t1i(e an# ignore the 1arning message a$ter the $irst Enter. <. Mar) n'mber s(heme R<PR9&(IER an# #o'ble-(li() on $ol#er &efine ,um8ering Sc"eme +e4els. 8. Choose ,ew entries an# enter the mat(hing le/els an# n'mber o$ #igits $or ea(h le/el. 3he% nee# to be e2a(tl% the same as in the 5@3P s%stem. *6ample (S($ stan"ar" "elivery)7 5evel 1 2 ; )um8er o Digits 8 8 I

. Choose Enter $or all entries that ha/e been ma#e an# ignore the 1arning message. 7. Sa4e Ctrl 5 S! the entries.

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+&%&+ -se

De ining $ro"uct ID Settings (S($ CRM)

3he o'tp't $ormat an# storage $orm o$ pro#'(t 6Ds ha/e to be #e$ine#. 6$ %o' inten# to repli(ate pro#'(t #ata to an ERP s%stem4 the n'mber o$ (hara(ters %o' spe(i$% 1ill #etermine 1hether %o' (an 'se the pro#'(t 6D as the material n'mber. 3his a(ti/it% #es(ribes ho1 to s%n(hroni*e the pro#'(t 6Ds in the CRM s%stem an# the ERP s%stem.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM IM! menu C5MCPR>5RMA3 Cross=Application Components SAP Product Basic Settings &efine 9utput 1ormat and Storage 1ormat of Product Ids

2. Che() the pro#'(t 6D settings in the ERP s%stem b% (alling transa(tion 5MS@ in the ERP s%stem. ;. Enter the $ollo1ing /al'es on the Material ,um8er 1ormat s(reen in the CRM s%stem. Choose ,ew Entries +>8, i$ no n'mber $ormat e2ists. .iel" Pro#. 6D @ength 3emplate $or 6D Displa% @ea#ing Meros Sa/e @e2i(ographi(all% <. Sa/e +Ctrl = S, %o'r entries. >or more in$ormation4 see SAP 0ote 9:9;%:. 0alue :al'e o$ $iel# Material ,o0 +engt" in the ERP s%stem +3ransa(tion 5MS@, :al'e o$ $iel# Material ,um8er #emplate in the ERP s%stem :al'e o$ $iel# +eading >eros in the ERP s%stem :al'e o$ $iel# +exicograp"ical in the ERP s%stem

+&%&:

Replicating Customizing 48<ects (S($ CRM)

&+&%&:&# Replicating Customizing 48<ects rom *R$ 45T$ to CRM System -se
3he $ollo1ing obCe(ts are rele/ant to the #o1nloa# $rom ERP 5@3P to the CRM s%stem. 48<ect )ame D0@NC7S3NACGRP& Description A((o'nting Gro'p &'siness Partner

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SAP Best Practices 48<ect )ame D0@NC7S3NACGRPP D0@NC7S3NADDR D0@NC7S3N&AS6S D0@NC7S3N&AS6S2 D0@NC7S3N&AS6S; D0@NC7S3N&AS6S8 D0@NC7S3N&AS6S D0@NC7S3N&0EA D0@NC7S3NE35ED D0@NC7S3NPAGP@ D0@NC7S3NPR6CE D0@NC7S3NPR5D0 D0@NC7S3NPR5D1 D0@NC7S3NPR5D; D0@NC7S3NSA@ES D0@NC7S3NSCE D0@NC7S3NSH6P D0@NC7S3NSPR5D D0@NC7S3N38023 D0@NC7S3N3&RC D0@NC7S3N3E7E@ D0@NC7S3N30@S D0@NC7S3N3P>E D0@NC7S3N3SA& D0@NC7S3N3:AS3 D0@NC7S3N3:>S D0@NC7S3N3:G> D0@NC7S3N3:6P D0@NC7S3N3:E0 D0@NC7S3N3:@S D0@NC7S3N3:P: D0@NP@A03

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e Description A((o'nt Gro'p Pro#'(t Regional str'(t're &asis CRM online &asis CRM online &asis CRM online &asis CRM online &asis CRM online &an)ing Master &'siness Partner- A((. Gro'p Pa%plan Sales pri(ing an# pri(ing item Material n'mber (on/ersions Pro#'(t- (ategories Material- ERP sales stat's Sales SCE /ar(on# Sales shipping Sales pro#'(t item &'siness Partner- 38023 &'siness Partner- 6n#'stries &'siness Partner- 3E7E@4 3E7E3 &'siness Partner- 30@S4 30@S3 &'siness Partner- 3P>E4 3P>E3 &'siness Partner- 3SA&4 3SA&3 Sales Do('ment &lo()ing Reason Sales Do('ment &illing- &lo() &'siness Partner- 3:G>4 3:G>3 &'siness Partner- 3:6P4 3:6P3 &'siness Partner- Attrib'tes Deli/eries- &lo()ing Reasons9C &'siness Partner- 3:P:4 3:P:3 Plant

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu R;AS Arc"itecture and #ec"nolog$ Middleware &ata

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e Exc"ange Initial +oad Start

2. 6n the +oad 98?ect $iel#4 enter an obCe(t $rom the table abo/e. ;. 6n the Source Site Sender! $iel# enter OLTP an# in the &estination Site Recei4er! $iel#4 enter CRM. <. 3o r'n the repli(ation4 (hoose Execute. 8. Repeat this step $or all other obCe(ts liste# abo/e.

&+&%&:&% Monitoring Replication Status (S($ CRM) $roce"ure

1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu R;AM1 Arc"itecture and #ec"nolog$ Middleware &ata Exc"ange Initial +oad Monitor 98?ects

2. Enter the repli(ate# obCe(t in the 98?ect ,ame $iel# to get the #o1nloa# stat's o$ this obCe(t. 3o get the stat's o$ all repli(ate# obCe(ts4 lea/e the $iel# empt%. ;. Choose Execute.

Result
3he repli(ation is (omplete i$ all obCe(ts ha/e the stat's &one0 Choose Refres" to 'p#ate the obCe(t stat's. 6n (ase o$ problems #'ring repli(ation re$er to se(tion #ips and #ricks for Replication o$ this g'i#e.

+&%&9

Setting -p Ta6es
$lease chec3 the Delta !ui"e&

6n CRM stan#ar#4 there is no a'tomati( generating an# trans$erring $'n(tion $or all o$ the (on$ig'ration abo't ta2es $rom 5@3P to CRM %et. 3o trans$er it $rom 5@3P to CRM4 it is ne(essar% to maintain a mapping table in the CRM s%stem. 3he ne1 mapping allo1s %o' to ha/e more (omple2 ta2 #etermination (ombine# 1ith easier set'p. 3he #etermination is base# on the (ombinations o$- countr$ = region = tax t$pe = tax group. 3he ta2 gro'p o$ a (ertain ta2 t%pe #etermines4 $or e2ample4 i$ a pro#'(t is $'ll% or partl% ta2e# or e2empte# $rom this ta2. 3his in$ormation is also 'se# b% a thir# part% program that $inall% #etermines the appli(able ta2 rate. /o= "oes the trans er logic rom *R$ 45T$ to CRM =or3> $ro"ucts7 All e2isting ta2 #ata 1hi(h is material base# +table M@A0, is trans$erre#. 3o $'n(tion (orre(tl% the mapping o$ ta2 set'p nee#s to be (onsistent on both si#es. 5ther1ise the #ata trans$er stops.

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Business $artners7 3he mapping o$ the ta2 (lassi$i(ation is alrea#% #one in ERP. 3he ne1 (on$ig'ration obCe(ts also ha/e to be maintaine# in the ERP s%stem sin(e the b'siness partner mapping is #one in ERP s%stem. 3he Con$ig'ration loa# imports #ata $rom the $ollo1ing tables o$ the ERP s%stem into the $ollo1ing tables o$ the CRM s%stem*R$ System 3a2 3%pes &P 3a2 Gro'ps Mapping o$ b'siness partner rele/ant in$ormation o$ Con#ition re(or#s 3S3@ 3&071NCM 3&072NCM CRM System 3&070 3&071 CRMCN3A?NMAPN&P

3he ne1 (on$ig'ration obCe(ts are 3&070NCM- 3a2 3%pes 3&071NCM- &P 3a2 Gro'ps 3&072NCM- Mapping &P 3a2 Classi$i(ation ERP CRM Con"ition Recor"s7 3he #ata trans$er o$ Con#ition re(or#s $or ta2 (al('lation reF'ires the mapping $or Pro#'(ts an# &'siness Partners.

3his set'p o$ 3a2 3%pes (an be #isable# i$ the set'p $or ta2es is not reF'ire# $or &'siness Partners an# Pro#'(ts. 1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM menu R3AC1 Arc"itecture and #ec"nolog$ Middleware &ata Exc"ange 98?ect Management =@ Business 98?ect

2. Choose the b'siness a#apter obCe(t MA#ERIA+0 ;. Choose the tab #a8lesAStructures 7it"in 98?ect0 <. Choose &ispla$ C"ange Ctrl 5 1B!0 8. Choose Cut $or the table M@A0. . Sa/e +Ctrl = S, %o'r (hanges.

&+&%&9&# De ining Ta6 Types $roce"ure

1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionTransaction co"e S($ *R$ IM! menu PITC Integration wit" 9t"er m$SAP0com Components Customer Relations"ip Management Basic 1unctions #axes Business Partner #ax Groups &efine SAP CRM #ax #$pes and Business Partner #ax Groups

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

2. Che() tables #S#+ +3a2 (ategories b% (o'ntries,. ;. >or e/er% rele/ant (ombination o$ (o'ntr% an# ta2 (ategor% in table 3S3@ a (orrespon#ing entr% has to be a/ailable in table 3&070NCM. <. Choose the transa(tion PI#C0 Go' bran(h to the &efine #ax #$pes s(reen. 8. Che() i$ entries $or the rele/ant (o'ntries an# ta2 t%pes e2ist. 6$ not4 pro(ee# as $ollo1s. Choose &efine #ax #$pes0 7. Choose ,ew Entries. I. Enter the Countr$. !. Enter the #ax #$pe. 10. 6n#i(ate4 /ia the (he()bo2es4 i$ the ta2 t%pe is rele/ant $or the Business Partner4 Product4 or both. 11. Choose Sa4e. *6ample o correct mapping

&+&%&9&% De ining Business $artner Ta6 !roups $roce"ure

1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionTransaction co"e S($ *R$ IM! menu PITC Integration wit" 9t"er m$SAP0com Components Customer Relations"ip Management Basic 1unctions #axes Business Partner #ax Groups &efine SAP CRM #ax #$pes and Business Partner #ax Groups

2. Che() tables #S#+ an# #S)& in the ERP s%stem. ;. >or e/er% rele/ant (o'ntr% an# ta2 (ategor% in table 3S3@ #etermine the ta2 (lassi$i(ations in table 3SED. >or ea(h (ombination o$ (o'ntr%4 ta2 (ategor% an# ta2 (lassi$i(ation an entr% in table 3&071NCM (onsisting o$ (o'ntr%4 ta2 t%pe an# ta2 gro'p has to e2ist. <. Choose transa(tion P63C0 8. Sele(t a ta2 t%pe. . Choose Assign BP #ax Group. Che() i$ an entr% a((or#ing to table 3SED e2ists. 6$ not pro(ee# as $ollo1s-

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SAP Best Practices 7. Choose ,ew Entries0 I. Enter the Countr$.

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

Enter the Region4 i$ reF'ire#.

6$ %o' (al('late ta2 /ia the C'ris#i(tion metho#4 %o' m'st maintain a region. 6$ this $iel# (ontains no /al'e4 the settings ma#e appl% to all regions #e$ine# $or the (o'ntr%. !. Enter the #ax #$pe. 10. Enter the #ax Group. 11. Choose Sa4e.

*6ample o correct mapping

3he (o'ntr% German% +DE, has the ta2 (ategor% M"S3 +Mehr1ertste'er,. 3his ('stomi*ing in the ERP table 3S3@ no1 has to be maintaine# in the ERP table 3&070NCM +CRM 3a2 3%pes, 1ith the $ollo1ing $iel#s an# /al'es- (o'ntr% DE4 ta2 t%pe M"S3 an# the rele/an(e $or &'siness Partner +&P, an# Pro#'(t. 6n the ERP table 3SED the ta2 (ategor% M"S3 has 2 ta2 (lassi$i(ations4 3a2 E2empt an# @iable $or 3a2es. 3his ('stomi*ing no1 has to be maintaine# in the ERP table 3&071NCM +&P 3a2 Gro'p, $or ea(h (orrespon#ing (o'ntr%. 6n this e2ample t1o entries ha/e to be (reate# $or the (o'ntr% German% DE4 one $or &P 3a2 Gro'p >7@@ +O@iable $or 3a2es, an# one $or &P 3a2 Gro'p 050E +O3a2 E2empt,.

Result
3he ta2 (ategor% an# ta2 (lassi$i(ation that is assigne# to a b'siness partner master re(or# in the ERP s%stem is mappe# to the ta2 t%pe an# ta2 gro'p in the (orrespon#ing b'siness partner master re(or# o$ the CRM s%stem.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

&+&%&9&+ De ining B$ Ta6 Classi ication (ssignment Settings -se

"ith this a(ti/it% %o' repli(ate ERP ta2 (ategories an# ta2 (lassi$i(ations to the CRM s%stem. Go' ha/e to map the ne1l% (reate# CRM ta2 t%pes an# ta2 (ategories (reate# in the pre(e#ing a(ti/ities to the (orrespon#ing ERP ta2 (ategories an# ta2 (lassi$i(ations.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionTransaction co"e S($ *R$ IM! menu PITM Integration wit" 9t"er m$SAP0com Components Customer Relations"ip Management Basic 1unctions #axes Business Partner #ax Groups Assign SAP CRM BP #ax Groups to #ax Classifications

2. 5n the s(reen #ax Classification: Mapping ERP C=@ CRM* (hoose ,ew Entries. ;. Enter the Countr$. <. Enter the Region0 8. 6$ %o' (al('late ta2 /ia the C'ris#i(tion metho#4 %o' m'st maintain a region. . Enter the CRM #ax #$pe. 7. Enter the CRM #ax Group. I. Enter the ERP #ax Categor$0 !. Enter the ERP #ax Classification0 10. Choose Sa4e.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

*6ample o a correct mapping

6n this e2ample in the ERP-CRM Assignment +ERP table 3&072NCM4 ERP 3ransa(tion P63M, t1o entries ha/e been maintaine# $or the (o'ntr% German% DE.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

&+&%&9&: Replicating Ta6 Customizing (S($ CRM) $roce"ure

1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu R3AS Arc"itecture and #ec"nolog$ Middleware &ata Exc"ange Initial +oad Start

2. 6n the +oad 98?ect $iel#4 enter DNL_CUST_TAX. ;. 6n the Source Site Sender! $iel# enter OLTP an# in the &estination Site Recei4er! $iel# enter CRM. <. 3o r'n the repli(ation4 (hoose Execute +>I,.

&+&%&9&9 Monitoring Replication Status (S($ CRM) $roce"ure

1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu R3AM1 Arc"itecture and #ec"nolog$ Middleware &ata Exc"ange Initial +oad Monitor 98?ects

2. 6n the 98?ect ,ame $iel#4 enter the #o1nloa#e# obCe(t DNL_CUST_TAX to get the #o1nloa# stat's o$ this obCe(t.

Result
3he repli(ation is (omplete i$ all obCe(ts ha/e the stat's &one0 6n (ase o$ problems #'ring repli(ation4 (all transa(tion SM"P +Mi##le1are Portal, an# sear(h $or error states in the area Runtime Information. >or a #etaile# error han#ling see se(tion #ips and #ricks for t"e Replication Process at the en# o$ this g'i#e.

&+&%&9&? De ining Ta6 Type an" !roup -se

6n this a(ti/it% %o' establish the ta2 t%pes 1ith the rele/ant ta2 gro'ps $or pro#'(ts. 3he assignment o$ the appropriate ta2 t%pes an# gro'ps $or Pro#'(t an# &'siness Partner ser/es the p'rposes o$ ta2 #etermination. 3he ta2 t%pes9gro'ps an# the assignment o$ the b'siness partner ta2 gro'ps ha/e been maintaine# in the ERP s%stem an# ha/e been repli(ate# alrea#% $rom the ERP s%stem to the CRM s%stem in the a(ti/it% Replicating #ax CustomiDing.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

$roce"ure
1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionsTransaction co"e S($ CRM IM! menu SPRO Customer Relations"ip Management Basic 1unctions #axes Basic Settings #ax #$pes and #ax Groups &efine #ax #$pes and #ax Groups

2. Che() ERP ta8les #S#+ and #S)M using transaction SE6E0 ;. C"oose t"e IMG acti4it$ &efine #ax #$pes and #ax Groups in the CRM s%stem. <. Sele(t the (o'ntries ta2 t%pes $or 1hi(h %o' ha/e to maintain pro#'(t ta2es an# (hoose Assign Product #ax Groups. 8. Choose ,ew entries0 . >or ea(h (ombination o$ Co'ntr%4 3a2 Categor% an# 3a2 Classi$i(ation in the ERP s$stem ta8les #S#+ and #S)M! create a corresponding entr$ of Countr$* #ax #$pe and Product #ax Group0

*6ample o a correct mapping

RA+ Ta8le TST5 Cntry Se'uence Ta6 Type DE 1 M"S3 CA 1 C3?1 CA 2 C3?2 CA ; C3?; RA+ Ta8le TSBM Ta6 Category Ta6 Classi ication M"S3 M"S3 M"S3 C3?1 C3?1 C3?2 C3?2 C3?; C3?; 0 1 2 0 1 0 1 0 1 Te6t 0o ta2 >'ll ta2 Hal$ ta2 0o ta2 >'ll ta2 0o ta2 >'ll ta2 0o ta2 >'ll ta2

CRM Ta6 Types Cntry Ta6 Type DE M"S3 CA C3?1 CA C3?2 CA C3?;
$ro"uct Ta6 !roup Cntry Reg Ta6 Type DE M"S3 DE M"S3 DE M"S3 CA C3?1 CA C3?1 CA C3?2 CA C3?2 CA C3?; CA C3?;

Ta6 Se' 1 1 2 ;

$ro"uct Ta6 !roup >7@@ HA@> 050E >7@@ 050E >7@@ 050E >7@@ 050E

&+&%&9&@ De ining (ssignment o $ro"uct Ta6 Data rom *R$ to CRM -se
6n this a(ti/it%4 %o' (an assign the ERP material ta2 (lassi$i(ation +3A?M2, to the (ombination o$ (o'ntr%4 region +optional,4 ta2 t%pe4 an# ta2 gro'p #e$ine# in the CRM s%stem in the a(ti/it% De$ining Assignment o$ 3a2 Data $or Pro#'(ts $rom ERP to CRM. "hen #ata is importe# $rom an ERP s%stem to a CRM s%stem4 all e2isting ta2 #ata in the ERP s%stem +table M@A0, is trans$erre# to the CRM s%stem $or ea(h material. 3his reF'ires the ta2 settings to be assigne# $rom the ERP s%stem to the CRM s%stem (orre(tl%. 6$ this is not the (ase4 the #ata trans$er pro(ess stops.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

$roce"ure
1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionsTransaction co"e S($ CRM IM! menu SPRO Customer Relations"ip Management Basic 1unctions #axes Basic Settings #ax #$pes and #ax Groups Assign #ax Groups to SAP ECC #ax Classifications Product!

2. Che() tables 3S3@ an# 3SEM in the ERP s%stem. ;. >or ea(h (ombination o$ (o'ntr%4 ta2 (ategor% an# ta2 (lassi$i(ation in the tables 3S3@ an# 3SEM %o' ha/e to (reate an entr% in the table CRMCN3A?NMAP in the CRM s%stem as $ollo1s<. R'n 6MG a(ti/it% Assign #ax Groups to SAP ECC #ax Classifications Product!0 8. Choose ,ew Entries. . Enter /al'es $or (o'ntr%4 ta2 t%pe4 pro#'(t ta2 gro'p4 ta2 seF'en(e an# ta2 (lassi$i(ation.

*6ample7
6n the SAP ERP s%stem 3able 3SEM T(TC$ C3?1 C3?1 C3?2 C3?2 C3?; C3?; 3able 3S3@ Country CA CA CA 5.D)R 1 2 ; T(TC$ C3?1 C3?2 C3?; T(DBM 0 1 0 1 0 1

CRM 3able CRMCN3A?NMAP +assignment, 1hi(h is also the 6MG a(ti/it% Assign #ax Groups to SAP ECC #ax Classifications Product! Country CA CA CA CA Region Ta6 Type C3?1 C3?1 C3?2 C3?2 Ta6 !roup 050 >7@@ 050 >7@@ Ta6 Se'& 1 1 2 2 Ta6 Class& 0 1 0 1

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SAP Best Practices Country CA CA Result Region

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e Ta6 Type C3?; C3?; Ta6 !roup 050 >7@@ Ta6 Se'& ; ; Ta6 Class& 0 1

3he pro#'(t ta2 #ata is maintaine# in the CRM s%stem an# s%n(hroni*e# 1ith the ERP s%stem. 3he ta2 in$ormation in the pro#'(t master #ata 1ill be #o1nloa#e# in the $ollo1ing 1a%-

&+&%&9&; Chec3ing Customizing o Data Trans er or Ta6es (S($ CRM) $roce"ure

1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM IM! menu CRM_TAXCUST_ ALIDATE Customer Relations"ip Management Basic 1unctions #axes Basic Settings #ax #$pes and #ax Groups C"eck &ata #ransfer CustomiDing Settings

2. 3he C"eck Results s(reen is #ispla%e#.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

;. Che() the res'lts an# (orre(t the errors a((or#ing to the messages.

&+&+ Setting -p the 4rganization Mo"el

Please see the Con$ig'ration G'i#e $or b'il#ing blo() CF6 CRM 9rganiDation Model $or #e$ining the CRM 5rgani*ational str'(t're. 3he set'p o$ the organi*ational mo#el is the prereF'isite $or repli(ating the master #ata $rom the ERP s%stem to the CRM s%stem.

&+&: Replicating Master Data an" Transaction Data

Please see the Con$ig'ration G'i#e $or b'il#ing blo() CF< CRM Master and #ransaction &ata Replication $or this topi(.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

&+&9 Tips an" Tric3s or the Replication $rocess

Please see SAP 0ote :+09;0 $or the latest error anal%sis pro(e#'re.

+&9&#

48<ect Management

&+&9&#&# Changing Bloc3 Size

$lease chec3 the Delta !ui"e&

-se
3he blo() si*e spe(i$ies the n'mber o$ obCe(t instan(es that 1ill be sele(te# an# $or1ar#e# in a single operation. 3he blo() si*e is set b% the s%stem. 3he #e$a'lt /al'e onl% has to be (hange# i$ there are problems +$or e2ample4 memor% o/er$lo1 1hen ma)ing sele(tion in the ERP s%stem,.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu R3AC1 Middleware &ata Exc"ange 98?ect Management Business 98?ects

2. 6n the 98?ect 94er4iew s(reen (hoose &ispla$ C"ange. ;. Sele(t the obCe(t $or 1hi(h the blo() si*e sho'l# be (hange# an# sele(t the b'tton 1ilters. <. Change the entr% in the $iel# Block SiDe.

&+&9&#&% De ining .ilters or 48<ects

$lease chec3 the Delta !ui"e&

-se
7n#er 1ilter Settings %o' (an set $ilters $or a b'siness obCe(t. >or C'stomi*ing an# (on#ition obCe(ts the $ilters (an be #e$ine# onl% 'sing tables9str'(t'res an# the table-relate# $ilter s%mbol. 6$ %o' 'se more than one $ilter entr% per obCe(t4 $ilters to the same table $iel# are lin)e# 1ith an 5R. >ilters to #i$$erent table $iel#s are lin)e# b% A0D.

3he $ilter (on#ition :E5RG O 00014 :E5RG O 0002 res'lts in a set that (ontains both the $irst an# se(on# sales organi*ation. 3he $ilter (on#ition :E5RG O 00014 :3"EG O 01 res'lts in obCe(ts that $'l$ill both (on#itions at the same time.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation options-

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SAP Best Practices Transaction co"e S($ CRM !-I menu

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e R3AC1 Middleware &ata Exc"ange 98?ect Management Business 98?ects

2. Mar) a b'siness obCe(t an# (hoose &etails. ;. Choose 1ilter Settings0 <. Enter the #ata $or the $ollo1ing $iel#s.iel" So'r(e site $roce"ure 7se the inp't help to sele(t the site %o' 1ant to set the $ilter (riteria $or. >or e2ample4 $or an initial #ata trans$er $rom SAP ERP4 this is the ERP s%stem $rom 1hi(h the #ata is to be trans$erre#. 0ote- 3he sele(tion is #epen#ent on the allo1e# $lo1 (onte2ts +SM5>606C50,. 3able >iel# 5P +5perator, @5" 7se the inp't help to sele(t a table4 $or e2ample4 E0A1 $or ('stomer master. 7se the inp't help to sele(t a $iel#. Sele(t an operator. Spe(i$% the lo1er limit $or the $ilter (on#ition. 6$ the $iel# %o' sele(te# is a #ate $iel#4 enter the #ate 1ith the $ormat GGGGMMDD. @ea#ing *eros sho'l# be 'se# as /al'es $or e2ample4 $or ('stomer an# material n'mbers. Spe(i$% the 'pper limit. Spe(i$% 1hether the state# /al'e9inter/al range sho'l# be in(l'#e# or not. 6n(l'si/e- the res'lting set lies 1ithin the range. E2(l'si/e- 3he res'lting set lies o'tsi#e the range. 6na(ti/e 8. Sa/e %o'r entries. 3he Generate 1ilter p'shb'tton lo(ate# belo1 the men' is onl% 'se# $or regenerating $ilter mo#'les $or sele(te# obCe(ts4 an# sho'l# onl% be 'se# in e2(eptional (ases. 3he $iel#s $or $iltering are a/ailable pre#e$ine# $or the obCe(ts. Go' 1ill $in# the /al'es allo1e# $or ea(h obCe(t 1hen %o' ma)e %o'r sele(tion. Some obCe(ts are #eli/ere# 1ith pre#e$ine# $ilters. SAP re(ommen#s that %o' #o not (hange or #elete. 6$ ne(essar%4 %o' sho'l# #e$ine ne1 $ilters. 3he p'rpose o$ $ilters is to re#'(e the si*e o$ the #ataset trans$erre#. Go' (an $in# the pre#e$ine# $ilters in the (hange $'n(tions o$ the A#apter >rame1or) an# in table SM5>>6@3A&. >ilters $rom CRM to CD& are ('rrentl% not s'pporte#P onl% $ilters $rom ERP 5@3P to CRM are s'pporte#. >ilter (on#itions are onl% store# lo(all% an# are not (ontaine# in the transport o$ a#apter obCe(ts. 6n this 1a% $ilters are not transporte# $rom the #e/elopment s%stem to the pro#'(tion s%stem. 3his is be(a'se $ilter (on#itions are site-spe(i$i( an# are #e$ine# #i$$erentl% in the #e/elopment s%stem to the pro#'(tion s%stem. 0e1 $ilter settings ha/e to be #e$ine# in ea(h s%stem. Set %o'r $ilter (on#itions to a(ti/e.

H6GH 6n(l.9E2(l.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

+&9&%

Improving $er ormance During Replication

$lease chec3 the Delta !ui"e&

-se
3he initial #o1nloa# o$ obCe(ts s'(h as the material master #ata (an lea# to per$orman(e problems.

$roce"ure
6n or#er to impro/e per$orman(e4 appl% SAP 0ote 0;8017 .

+&9&+

Monitoring an" *rror (nalysis or Replication

$lease chec3 the Delta !ui"e& Se/eral tools $or monitoring (an be 'se# to (he() the stat's o$ the repli(ation.

&+&9&+&# Monitoring Do=nloa" Status

$lease chec3 the Delta !ui"e&

-se
3he list Monitor 98?ects sho1s the ('rrent #o1nloa# stat's +Running* 7ait* &one, $or pre/io'sl% sele(te# obCe(ts.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu R3AM1 Middleware Monitoring &ata Exc"ange Monitor 98?ects

2. Enter either an obCe(t name or an obCe(t name area or 'se the >< inp't help. @ea/e the sele(tion empt% i$ %o' 1ant to #ispla% all obCe(ts. ;. 7n#er Additional Selection Criteria %o' (an sele(t b% the ('rrent stat's- A8ort4 7aiting4 Running or &one0 <. Choose Execute. 8. 5n the Monitor &ownload 98?ects s(reen %o' get the $ollo1ing in$ormation that gi/es %o' hints abo't the (orre(tness o$ the #o1nloa# $or ea(h obCe(t. .iel" Che()bo2 0alue Set the in#i(ator to sele(t a trans$er obCe(t $or $'rther pro(essing.

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SAP Best Practices .iel" Stat's

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e 0alue 3he $ollo1ing /al'es are possible Re# +1aiting, i.e. not %et starte# or aborte# Gello1 +Running, Green +&one,

5bCe(t name P +Parent, Date 3ime &lo() 0o. 6$ this in#i(ator is set4 there is a s'peror#inate obCe(t in the trans$er. Date o$ the last trans$er blo(). Start time o$ the last trans$er blo(). 3he blo() n'mber in#i(ates ho1 man% blo()s ha/e alrea#% been #o1nloa#e#. 6$4 $or e2ample4 the blo() si*e has been set to 1004 then blo() n'mber 18 means that 14800 obCe(ts ha/e alrea#% been poste# on the CRM Ser/er #atabase. Attempt So'r(e Site Destination 3his $iel# sho1s the n'mber o$ attempte# trans$ers. Spe(i$i(ation o$ the R>C 5@3P #estination. Spe(i$i(ation o$ the CRM s%stem or CD&

. 6$ an obCe(t 1ill not start +re# light an# stat's O 7aiting,4 (he() i$ the obCe(t is #epen#ent +$iel# Su8o8?ect,. 5nl% i$ the parent obCe(t has been loa#e# s'((ess$'ll%4 (an #epen#ent obCe(ts be starte#4 e.g. Material (an onl% be #o1nloa#e# on(e Customer has been #o1nloa#e#4 sin(e there are materials #epen#ent on ('stomers. 7. 6$ an obCe(t has not (hange# in the Monitor $or a long time4 +e.g. no in(rease in blo() n'mbers $or the last $i/e min'tes,4 as(ertain the reason $irst an# then tr% to #o1nloa# the obCe(t again. 6n this (ase %o' sho'l# r'n the $ollo1ing a(ti/ities to #ete(t the error.

&+&9&+&% !eneral (nalysis Steps

$lease chec3 the Delta !ui"e& Carr% o't the $ollo1ing steps1. Ma)e s're the highest a/ailable Pl'g-6n +P6, S'pport Pa()ages pl's Core S'pport Pa()ages are installe# in the 5@3P in the same 1a% as on the CRM9E&P ser/er. 2. Che() the setting $or ERP table CRMR>CPAR +see (hapter Maintaining #a8le CRMR1CPAR,. ;. Che() the R>C (onne(tions $rom CRM to ERP an# /i(e /ersa.

&+&9&+&+ Monitoring 4ut8oun" ,ueue

$lease chec3 the Delta !ui"e&

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

$roce"ure
1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionTransaction co"e S($ CRM !-I menu SM!1 Middleware Monitoring Queues &ispla$ 9ut8ound R1C Queues

2. 3o #ispla% a list o$ the F'e'es4 enter the (lient4 F'e'e name +$or e2ample J, an# the F'e'e #estination +$or e2ample J,. ;. Choose Execute. <. 3o #ispla% the stat's4 sele(t the F'e'e an# (hoose &ispla$ selection +>7,. 8. Call a spe(i$i( o'tbo'n# F'e'e4 sele(t it an# (hoose &ispla$ Selection 1G!. . 3o #ispla% #etails on a F'e'e4 #o'ble-(li() the $iel# Queue name. 7. 6$ the F'e'e 1as stoppe# be(a'se o$ (apa(it% o/erloa#4 'se > to restart the F'e'e. I. 6$ a se(on# start o$ the F'e'e is not s'((ess$'l4 (all the short #'mp anal%sis in the CRM s%stem.

&+&9&+&: Monitoring In8oun" ,ueue

$lease chec3 the Delta !ui"e&

$roce"ure
1. 3o /ie1 the inbo'n# F'e'es in the CRM s%stem an# their stat's4 (hoose one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu SM!2 Middleware Monitoring Queues &ispla$ In8ound R1C Queues

2. Enter the (lient an# the F'e'e name +$or e2ample J,. ;. Choose Execute. <. 3o #ispla% the stat's4 sele(t the F'e'e an# (hoose &ispla$ selection +>7,. 8. "hen %o' #o'ble-(li() the $iel# Status4 a##itional #etaile# in$ormation is generate#. . 3o #ispla% #etails on a F'e'e4 #o'ble-(li() the Queue name $iel#. 7. 5n the F'e'e #etails s(reen4 a re# entr% in the $iel# Stat's in#i(ates an error. I. 6$ the F'e'e has stat's S#9P* this is a C'stomi*ing problem in the CRM appli(ation. !. "hen %o' #o'ble-(li() on the stat's $iel# entr% #etaile# in$ormation is #ispla%e#.

&+&9&+&9 (nalyzing BD4C Messages

$lease chec3 the Delta !ui"e&

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

&% anal%*ing the &D5C messages %o' get in$ormation abo't in(orre(t settings in the CRM s%stem that in$l'en(e the repli(ation.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM menu SM"01 Middleware Monitoring Message 1low &ispla$ B&9C Messages

2. Spe(i$% #ate an# time o$ the rele/ant perio# o$ time. ;. Choose Execute. <. &D5C messages 1ith stat's beginning 1ith E +re# tra$$i( light, nee# man'al (orre(tion an# retr%. 8. Sele(t the message an# (hoose Errors. . Here %o' 1ill $in# notes regar#ing CRM setting problems.

&+&9&+&? Chec3ing Transactional R.C Re'uests

$lease chec3 the Delta !ui"e&

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu SM#$ Arc"itecture and #ec"nolog$ S$stem Administration Monitor #ransactional R1C

2. 5n the initial s(reen #ransactional R1C4 spe(i$% #ates $or the #ispla% perio#. ;. >ill in the remaining $iel#s. Alternati/el%4 enter J. <. Choose Execute. 8. 3o #ispla% $'rther #etails4 #rill #o1n in the log.

&+&9&+&@ (nalyzing (B($ Dumps

$lease chec3 the Delta !ui"e&

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu ST22 Arc"itecture and #ec"nolog$ =@ Middleware Monitoring Performance ExceptionsA'sers Exceptions ABAP Runtime Errors

2. Spe(i$% the perio# +to#a%4 %ester#a%,. ;. Choose &ispla$ list +>I,.

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

<. 3o #ispla% the A&AP short #'mp #es(ription4 sele(t one o$ the short #'mps an# (hoose &ump anal$sis +>2,.

+&9&:

Restart Replication
$lease chec3 the Delta !ui"e&

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A$ter #ete(ting an# sol/ing the repli(ation error %o' ha/e to restart the repli(ation. "hile there are no restri(tions $or repeating #ata trans$ers $rom ERP to CRM4 #ata trans$ers $rom CRM to CD& are more serio's4 be(a'se in this (ase the #ata has to be #istrib'te#. 3o a/oi# in(onsisten(ies bet1een the CD& an# mobile appli(ation #atabases4 a repeate# initial #ata trans$er $rom CRM to CD& is pre/ente#. 6$ %o' are s're that no mobile (lients ha/e been s'pplie# 1ith #ata or that no #ata (an be e2tra(te# again4 then a repeate# initial #ata trans$er $rom CRM to CD& (an be (arrie# o't. 3o #o this4 %o' ha/e to (hange an entr% in table SM5>606C7S. 3he table (ontains the $ollo1ing $iel#s 5bC0ame- 0ame o$ obCe(t +(orrespon#s to the obCe(t name $rom table SM5>5&BEC3, &Do( 0ame- 0ame o$ the &Do( Data Dist.- #etermines 1hether #ata is #istrib'te# +sele(te#, or onl% 1ritten to the CD& +empt%, 7ser 0ame- 0ame o$ (hanger.

3able SM91I,IC'S is #eli/ere# empt%. "ith initial #ata trans$ers $rom CRM to CD& #ata #istrib'tion is a'tomati(all% sele(te#. 6$ %o' are s're that mobile (lients ha/e still not been s'pplie# 1ith #ata4 then the sele(tion $or #ata #istrib'tion (an be 'nsele(te# $or the reF'ire# obCe(t 'sing the /ie1 maintenan(e $or table SM5>606C7S +transa(tion (o#e SM;0,. 3hen a ne1 initial #ata trans$er (an be starte# $or this obCe(t. 3able SM91I,IC'S repla(es parameter CRM/'SE/B'+)/&'RI,G/I,I# o$ the (on$ig'ration $ile SM91PARS1A.

$roce"ure
6n or#er to restart the repli(ation %o' ha/e to r'n the $ollo1ing steps1. Can(eling #o1nloa# o$ obCe(ts 2. Deleting o'tbo'n# F'e'e ;. Deleting inbo'n# F'e'e <. Restart #o1nloa#

&+&9&:&# Canceling Do=nloa" o 48<ects

$lease chec3 the Delta !ui"e&

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation options-

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SAP Best Practices Transaction co"e S($ CRM !-I menu

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e R3AM1 Arc"itecture and #ec"nolog$ =@ Middleware Monitoring &ata Exc"ange Monitor 98?ects

2. Enter either an obCe(t name or an obCe(t name area or 'se the >< inp't help. @ea/e the sele(tion empt% i$ %o' 1ant to #ispla% all obCe(ts. ;. 7n#er Additional Selection Criteria %o' (an sele(t the stat's- 7aiting an# Running0 <. Choose Execute. 8. 5n the Monitor &ownload 98?ects s(reen sele(t the obCe(ts %o' 1ant to (an(el $or #o1nloa#. . Choose the Cancel s%mbol.

&+&9&:&% Deleting 4ut8oun" ,ueue

$lease chec3 the Delta !ui"e&

$roce"ure
1. A((ess the a(ti/it% 'sing the $ollo1ing na/igation optionTransaction co"e S($ CRM !-I menu SM!1 Arc"itecture and #ec"nolog$ =@ Middleware Monitoring Queues &ispla$ 9ut8ound R1C Queues

2. 3o #ispla% a list o$ the F'e'es4 enter the (lient4 F'e'e name +$or e2ample J, an# the F'e'e #estination +$or e2ample J,. ;. Choose Execute. <. 3o #elete an o'tbo'n# F'e'e4 sele(t the F'e'e an# (hoose &elete selected o8?ects0

&+&9&:&+ Deleting In8oun" ,ueue

$lease chec3 the Delta !ui"e&

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ CRM !-I menu SM!2 Arc"itecture and #ec"nolog$ =@ Middleware Monitoring Queues &ispla$ In8ound R1C Queues

2. 3o #ispla% a list o$ the F'e'es4 enter a F'e'e name +$or e2ample J,. ;. Choose Execute. <. 3o #elete an inbo'n# F'e'e4 sele(t the F'e'e an# (hoose &elete selected o8?ects0

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SAP Best Practices

CRM C'stomi*ing Repli(ation +&0!,- Con$ig'ration G'i#e

&+&? Chec3ing Delta Replication *vents

$lease chec3 the Delta !ui"e&

-se
>or all master #ata obCe(ts an a'tomati( #elta repli(ation 1ill be a(ti/ate# #'ring the initial #o1nloa#4 1hi(h means that ea(h mo#i$i(ation o$ a master #ata obCe(t is a'tomati(all% trans$erre# $rom the ERP into the CRM s%stem. C'stomi*ing #ata is not a'tomati(all% repli(ate#. Go' ha/e to r'n the #elta repli(ation man'all% or r'n a ba()gro'n# Cob perio#i(all%. 3he initial loa# o$ an obCe(t normall% per$orms the a(ti/ation o$ #elta e/ents a'tomati(all%. Go' ha/e to a(ti/ate the #elta e/ents man'all% onl% i$ %o' nee# the #elta e/ents b't ha/e not per$orme# the initial loa# o$ an obCe(t4 $or e2ample $or sales #o('ments. 6$ all rele/ant obCe(ts that 1ill be 'se# in the s(enarios ha/e been #o1nloa#e# s'((ess$'ll%4 %o' (an s)ip this a(ti/it%.

$roce"ure
1. A((ess the a(ti/it% 'sing one o$ the $ollo1ing na/igation optionsTransaction co"e S($ *R$ !-I menu SE1% #ools ABAP 7ork8enc" 94er4iew &ata Browser

2. 6n the table name $iel# enter 3&E;1. ;. Choose #a8le Contents 1G!0 <. Choose Execute 12!0 8. Che() the (ol'mn 1',C# $or the rele/ant entries. >or sales #o('ments the rele/ant entr% is($$5B &C-M6D .-)CT CRSNSA@ESNC5@@EC3NDA3A

6$ this entr% is in the table4 the #elta repli(ation $or sales #o('ments is s1it(he# on. 6n (ase %o' nee# to a(ti/ate the #elta e/ents man'all%4 r'n the $ollo1ing a(ti/it% in the CRM s%stemTransaction co"e S($ CRM !-I menu R3AC& Arc"itecture and #ec"nolog$ Middleware &ata Exc"ange &elta +oad Set 'p &elta +oad

1. Choose &ispla$ C"ange in or#er to s1it(h to (hange mo#e. 2. Choose ,ew Entries0 ;. Enter the rele/ant obCe(t (lass in $iel# 98?ect Class an# the R>C #estination to the ERP s%stem in the $iel# &estination. <. Sa/e %o'r entries.

3his transa(tion also maintains #atabase table 3&E;1 in the ERP s%stemQ

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