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Demystyfying SAP CRM Technical

Document History
Version Date Author Reason Reviewers Date
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Table of Contents
1.0 Executive Summary.............................................. .................................4
1.1 Document Purpose...........................................................................................4
1.2 Document scope...............................................................................................4
2.0 Tables.................................................................................... ................5
2.1 aster Data Tables...........................................................................................5
2.2 Transaction Data Tables...................................................................................!
2." Table En#ancements .......................................................................................!
".0 Table $in%s for Data &etrieval......................................... .......................'
4.0 Data &etrieval ....................................................................... ................(
5.0 )unction o*ules..................................................................... ..............+
5.1 Data Creation.................................................................................................10
5.2 Data &etrieval................................................................................................10
5." Data aintenance...........................................................................................12
5.4 ,eneric ..........................................................................................................1"
5.5 -t#er..............................................................................................................1"
!.0 .**itional Details.............................................................................. ...1"
!.1 Commonly /se* Transactions.........................................................................1"
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1.0 Executive Summary
1.1 Document Purpose
Provide functional consultants with the basic technical information enabling them to
write better Functional Specification, reducing the timeframe in development of an
object.
Reduce the learning curve for Technical Consultants new to SAP CR.

1.2 Document scope
The document comprises of
!etails about most commonl" used master#transaction#enhanced tables
!etails about most commonl" used function modules for data
creation#retrieval#maintenance
ost common data retrievals lin$ing various master#transaction tables.
The information presented in this document has been gathered and anal"sed after discussions
held with various personnel involved in SAP CR developments.
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2.0 Tables
2.1 aster Data Tables

Table 0ame Description
Business Partner
%&T''' %P( )eneral data
Contains %usiness Partner *umber, Partner
Categor", Partner T"pe, First *ame, +ast *ame etc.
%&T',' %P( Addresses
%&T'-' %P relationships#role definitions( )eneral data
Contains Relationship, Partner *umber
.PART*/R01, Relationship Categor"
%&T'-0 %P Relationship( Contact Person Relationship
Similar to %&T'-' , additionall" contains Contact
Person2s Address data
%&T'%3 %usiness Partner( %an$ !ata 4 !etails
%P *umber, %an$ 3e", %an$ Countr" 3e", %an$
Account *umber
%*3A %an$ aster !ata
%&T0'' %P( Roles
A!R, Telephone *umbers .%usiness Address Services1
A!R5 STP *umbers .%usiness Address Services1
Contains /mail 6 7d of the %P.
A!RC Addresses .%usiness Address Services1
%P2s Complete Address !etails8 Cit", Countr", Post
Code, !istrict, Street, Title *o /tc
TSA!9T Table containing the Title te:t against a Title *o.
0ote1
Pass the langu $e" with the
language in which "ou want the
te:t.
C;<PR;!&CT aster Table for Product
CR<%&A) aster table for %usiness Agreement
CR<%&A)<= =eader !ata for %usiness Agreement such as Ta:
Categor", Ta: Characteristic, Form $e", %usiness
Agreement Class. !ata in this table correspond to
7S& Contract account table F33>3P.
CR<%A%R<= Rule data for business agreements 6 data in this
table correspond to 7S& Contract account table
F33>3
Business Transaction(Service Contracts in Particular)
C*CCRPRC&S??%&R Condition Records for Service Contracts. @e get
%asic &nit Rate, Standing Charge Rate etc.
.This is a ? table used in a leading 7S& SAP8CR
implementation. Aou can give the table SAP''B' 6
this is a standard table. 6 in general all condition
tables have the naming convention C*CCC1
CR!<;R!/RA!<= Contains the =eader 7nformation for a %usiness
Transaction.
0ote1
0. 7t doesn2t store the %usiness Partner
responsible for the transaction. To
get the Partner *o, lin$ it with
CR<;R!/R<7*!/D.
,. This table can be used for search
based on the ;bject 7d.%usiness
Transaction *o1.
CR!<C&ST;/R<= Additional Site !etails at the =eader +evel of a
%usiness Transaction
CRC<PR;C<TAP/ aster table %usiness Transaction T"pe
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CRC<PART*/R<FCT !efinition of Partner Functions
SCPR7;T Priorities for Activities with priorit" te:t.
0ote1
Pass the langu $e" with the
language in which "ou want the
te:t.
CRC<PR;C<TAP/<T Te:t for a transaction t"pe
CRC<ACT<;%E<T ;bjective *umber and Te:t for Activities
TE9'T All the status code and te:t
CRC<PR<ASS7)* Transaction T"pe and its Transaction T"pe ;bject.
7%7% 7nstalled %ase#7base
7%7* 7nstalled %ase Components
2.2 Transaction Data Tables
Table 0ame Description
CR!<+7*3 Transaction )&7! set for all the %usiness
Transactions
CR!<;R!/R<7*!/D Contains =eader as well as 7tem details for a
%usiness Transaction.
0ote1
0. 7t doesn2t store the %usiness
Transaction *o .;bject 7!1.
To get the %usiness Transaction *o
lin$ the table with
CR!<;R!/RA!<=
,. This table can be used for search
based on the Partner *o
CR!<;R!/RA!<7 Stores the 7tem information for a %usiness
Transaction. The scenarios where we have a
Contract =eader and within contract we have +ine
7tems for the contract, this table can be useful.
/.g. Service Contracts
CR!<C&ST;/R<7 Additional Site !etails at the 7tem +evel of a
Service Contract
SCAPPTS/) Table for individual Appointment T"pes for a
transaction.
CR<E/ST 7ndividual ;bject Status for an" business
transaction.
CR<EC!S Current Status for a business transaction along
with set date, set time and status code.
2." Table En#ancements
Following tables were enhanced as per the project reFuirement in a leading 7S&8SAP CR
implementation. /as" /nhancement wor$bench can be used for enhancing most of the
transactions in CR.
Table 0ame Description
%&T''' Fields such as Registration *o, S7C Code, Cost to
Serve etc. that appear in the additional details tab
in %P transaction
CR<%&A)<= Fields such as Acc in +egac", 7nvoice ;utput,
Clearing Categor", %ill Form, +oc$ Process T"pe
etc. that appear in the %usiness Agreement tab in
%P transaction
CR!<C&ST;/R<= This table is used as an e:tension of the service
contract header i.e. if there is a reFuirement to
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add new fields to CR!<;R!/RA!<= thenG this
table has to be used to add the fields.
CR!<C&ST;/R<7 This table is used as an e:tension of the service
contract header i.e. if there is a reFuirement to
add new fields to CR!<;R!/RA!<7 thenG this
table has to be used to add the fields. For e.g.
fields reFuired for additional site details tab at item
level of Service Contract are added to this table.
".0 Table $in%s for Data &etrieval
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4.0 Data &etrieval
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%&T''
%&T'-
%&T0' %&T',
%&T'- %&T'
A!RC
A!R, A!R5
CR!<;R!/R<7*!/D
CR!<+7*3
CR!<C&ST;/R<
CR!<;R!/RA!<
CR!<C&ST;/R<7
CR!<;R!/RA!<7
%*3A
TSA!9
CRC<PR;C<ASS7)
*
CRC<PR;C<TAP
%usiness Partner
Contract
$in%in2 3usiness Partner Tables lo2ically
%&T''' 8 contains the $e" as %usiness Partner *umber 6 thus other details of business
partner such as Categor", T"pe, *ame, +anguage, Countr", Contact Person etc can be
obtained from it b" using the corresponding %P *umber.
%&T'%38 &sing the %P *umber and %an$ !etail 7!, details such as %an$ Account
*umber, Account =older2s *ame, and *ame of %an$ Account etc can be obtained.
%&T',' 6 A!RC 6 A!R, 6 A!R5 is the lin$ of tables used to get the Address !etails of
the %P corresponding to %usiness Partner *umber .obtained from %&T'''1 and the
address number from %&T',' table.
Roles of %usiness Partner can be obtained from the table %&T0''.
Contact Person and related details for a %P number .%&T'''1 can be obtained using
the table %&T'-0.
%usiness Partner2s Roles and Relationship !etails for %P number .%&T'''1 can be
obtained from %&T'-'.
$in%in2 Service Contract Tables $o2ically
CR!<;R!/R<7*!/D( Contains )&7!2s of all the transactions in CR. Also provides a
lin$ to connect %usiness Partner with the CR Transaction.
CR!<C&ST;/R<=( Contains Additional Contract !etails .enhanced fields1, lin$ed to
=eader )&7!.
CR!<C&ST;/R<7( Contains Additional Site !etails .enhanced fields1, lin$s =eader
and 7tem )&7!2s for all the transactions.
CR!<;R!/RA!<=( Contains =eader !etails. )&7! field can be used to lin$ with
CR!<;R!/R<7*!/D.
CR!<;R!/RA!<7( Contains 7tem !etails. =/A!/R field can be used to lin$ with
CR!<;R!/RA!<= .header guid1.
Cate2ori4ation of C& 3usiness Transaction base* on Subob5ect Cate2ory
@e have used Subobjects to categoriHe the %usiness Transactions in CR for a leading
7S&8SAP CR implementation.
3usiness Transaction 0ame S/3-36ECT C.TE,-&7
Activit" %&S,'''0,5
Service Contract %&S,'''00,
+ead %&S,'''0'I
;pportunit" %&S,'''000
Tas$ %&S,'''0,-
&tilit" contract item %&S,'''0JK
0ote1
1. For /:ample if "ou want to retrieve all the activities in CR, pass the -36ECT8T7PE
as 93/S200012!9 in CR!<;R!/R<7*!/D table.
,. The Subobject Categor" can be customiHed for a business transaction from the
transaction SPR;.
5.0 )unction o*ules
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)unction ,roup 3/3.8" 6 Contains function modules to read and change business partner addresses,
central data, ban$ details, pa"ment cards, roles. Function modules for contact person and emplo"ee
specific information retrieval # change are also included.
For most of the function modules that retrieve *ata, business partner number is passed as import
parameter. !ata is retrieved in the table specified in the interface. &eturn table returns status
messages.
For most of the function modules that a** business partner relate* *etails, business partner
number and a table containin2 t#e *etails to be added are passed via the interface. &eturn table
returns status messages.
5.1 Data Creation
0ame Description
)&7!<CR/AT/ Create )&7! for a %usiness Transaction
%AP7<%&SPR;C/SS*!<CR/AT/&+T7 %api to create Service Contracts programmaticall".
Pass the inputfields to be created in the contract.
*ote( %AP7<%&SPR;C/SS*!<SA>/ must be called
after this function call to save the Service Contract.
%AP7<%&SPR;C/SS*!<SA>/ %api to save the Service Contracts.
%AP7</CR7S&T;<7*7T 7nitialiHe the creation of 7base in CR
%AP7</CR7S&T;<CR/AT/&+T7P+/ Create the 7nstalled %ase and its components.
0ote1
Alwa"s call the function module
L%AP7<TRA*SACT7;*<C;7T2
after call to an" %api
CR<7%AS/<7*7T7A+7?/ 7nitialiHe the changes to be done in 7base in CR
CR<7%AS/<SA>/ Call this F to save the changes in the 7base
%AP7<%&PA<FR)'09'<CR/AT/ %api to create %usiness Agreement for a customer
%AP7<%&PA<A!!R/SS<A!! Add invoice address for business partner. Pass the
address t"pe as MrechnungM to add invoice address
%AP7<%&PA<%A*3!/TA7+<A!! Add ban$ details for the business partner
%AP7<%&PA<CR/AT/<FR;<!ATA %AP7 for business partner creation as ;rganiHation,
Person or )roup in general role. Same %AP7 can be
used to create Contact Person for the %usiness
Partner
%AP7<%&PR<R/+AT7;*S=7P<CR/AT/ Function module to establish the %usiness Partner
and Contact Person
Relationship. Pass the Relationship Categor" as
L%&R''02
%AP7<%&PA<R;+/<A!! Add Role to %usiness Partner for e.g. Sold to Part"
LCR''02, Contact Person L%&P''02
%AP7<%&PA<TAD<A!! %AP7 Add Ta: *umber for the e:isting %usiness
Partner
%AP7<%&PA<FR)''J'<CR/AT/ Create Classification !ata for a %usiness Partner
%AP7<%&PA<FR)'09'<CR/AT/ Create %usiness Agreement
%AP7<%&SPR;C/SS*!<CR/AT/&+T7 %AP7 to create Contract. Populate the =eader and
+ine 7tem !etails before calling the %AP7
5.2 Data &etrieval
0ame Description
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%AP7<%&PA<A!!R/SS/S<)/T !etermine All Addresses
%AP7<%&PA<A!!R/SS<)/T!/TA7+ Read Address
%AP7<%&PA<A!!R/SS<)/T<*&%/RS Read Address *umbers
%AP7<%&PA<%A*3!/TA7+S<)/T !etermine All %an$ !etails
%AP7<%&PA<%A*3!/TA7+<)/T!/TA7+ Read %an$ !etails
%AP7<%&PA<%A*3!/TA7+<*&%/RS Read %an$ !etails *umbers
%AP7<%&PA<C/*TRA+<)/T!/TA7+ Read Central !ata
%AP7<%&PA</D7ST/*C/<C=/C3 Chec$ /:istence of %usiness Partner
%AP7<%&PA<)/T<*&%/RS Read %usiness Partner *umbers
%AP7<%&PA<R/+AT7;*S=7PS<)/T !etermine All %P Relationships
%AP7<%&PA<R;+/S<)/T !etermine All Roles
%AP7<%&PA<R;+/</D7ST/*C/<C=/C3 Chec$ /:istence of Role
%AP7<%&PA<S/ARC= Search %usiness Partner for Telephone, /8ail,
Address
%AP7<%&PA<STAT&S<)/T!/TA7+ %usiness Partner( Read Status
%AP7<%&PR<ACT7>7TAP</D7STC=/C3 Chec$ /:istence of Contact Partner Relationship
%AP7<%&PR<C;*TP<A!!R/SS/S<)/T Read Contact Person Relationship Addresses
%AP7<%&PR<C;*TP<A!!R<)/T!/TA7+ Read Contact Person Relationship Addresses
%AP7<%&PR<C;*TP<)/T!/TA7+ Read Contact Person Relationship
%AP7<%&PR</P+;<A!!R/SS/S<)/T Read Contact Person Relationship Addresses
%AP7<%&PR</P+;<A!!R<)/T!/TA7+ Read /mplo"ee Relationship Address
%AP7<%&PR</P+;<)/T!/TA7+ Read /mplo"ee Relationship
%AP7<%&PR<R/+AT7;*S=7P<)/T Read )eneral Relationship
%AP7<%&PR<R/+S=7P<C=/C3/D7ST Chec$ /:istence of )eneral Relationship
%AP7<%&PR<R/+S=7P<)/T<!/TA7+ Read )eneral Relationship
%AP7<%&PR<R/SP</P+;<C=/3/D7ST Read Relationship of /mplo"ee Responsible
%&PA<PART*/R<C;*TACT<S/ARC= Searches business partners for telephone, /8ail,
address
/CR<7S&<C;P<%A<A!!R/SS Chec$ for /:istence of 7base
CR<;R!/R<)/T<=/A!/R<)&7! )et =eader )&7! for 7tem )&7! pass ref<$ind as b
CR<;R!/RA!<=<R/A!<;@ Read the =eader !etails for a %usiness
Transaction. Pass the =eader guid.
CR<;R!/RA!<7<R/A!<;@ Read the +ine 7tem !etails for a line item. Pass the
line item guid.
CR<;R!/R<R/A! )et all the Service Contract details.
*ote( Pass the reFuested objects to fetch onl" the
reFuired details.
This can also be used to get the details of
activities#leads#opportunities etc.
CR<;R!/R<)/TSTAT&S )et status of the Service Contract
0ote1 CRM_ORDER_READ Function Module
1. C&8-&DE&8&E.D is a function module which can be used to get the details of an" business
transaction based on the =eader )&7!, 7tem )&7! or both.
2. Alwa"s pass the 7T<R/N&/ST/!<;%E/CTS structure to this function module to fetch the
reFuired details onl".
3. This function module can not be e:ecuted directl" instead SAP has provided a report
C&8-&DE&8&E.D for the same for testing purpose. @e can pass %usiness Transaction
*umber .;bject 7!1, =eader )&7! or 7tem )&7! to this report to get the reFuired details.
Some Exportin2 Parameters in C&8-&DE&8&E.D )unction o*ule
&eturn Structure 0ame Details )etc#e*
/T<;R!/RA!<= =eader !etails of a %usiness Transaction such as
;%E/CT<7!, PR;C/SS<TAP/ etc.
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/T<;R!/RA!<7 7tem !etails of a %usiness Transaction such as
PR;!&CT, PR;!&CT<37*!, =/A!/R etc.
/T<ACT7>7TA<= =eader !etails of an activit" such as PR7;R7TA,
;%E/CT7>/, Address !etails etc.
/T<ACT7>7TA<7 7tem !etails of an activit".
/T<C&ST;/R<= Additional details at =eader level
/T<C&ST;/R<7 Additional details at 7tem level
/T<APP;7*T/*T All the dates at =eader and 7tem level
/T<PART*/R Partner !etails at =eader and 7tem level
/T<STAT&S Status of %usiness Transaction at =eader and 7tem
level
/T<%7++7*) %illing related details for a %usiness Transaction
both at =eader and 7tem .This structure was
enhanced in a leading 7S& SAP8CR
implementation to include %&A)<7!.%usiness
Agreement1 field in a Service Contract
/T<;R!PRP<;%E+<7<! ;bject +ist details such as PR;!&CT
/T<!;C<F+;@ Ref. !etails of the previous %usiness Transaction
5." Data aintenance
0ame Description
%AP7<%&SPR;C/SS*!<C=A*)/&+T7 %api to change Service Contracts
programmaticall". Pass the inputfields to be
modified.
*ote( CR<;R!/R<SA>/ function module must be
called to save the changed contract e:plicitl" after
call to this function module.
CR<;R!/R<SA>/ Save the changes made to the Service Contract.
Eust pass the =eader<)&7! of the service contract.
CR<APPT<A7*TA7*<S7*)+/<;@ aintain the !ates for a Service Contract .Start
!ate, /nd date, !ate of Sale, Planned Contract
Start !ate etc1. !on2t forget to pass the
input<fields to be maintained.
*ote( CR<;R!/R<SA>/ function module must be
called to save the changed contract e:plicitl" after
call to this function module.
CR<STAT&S<A7*TA7*<;@ aintain the user status of Service Contracts.
!on2t forget to pass the input<fields to be
maintained.
*ote( CR<;R!/R<SA>/ function module must be
called to save the changed contract e:plicitl" after
call to this function module.
CR<7%AS/<C;P<C=A*)/ Change the 7nstalled %ase components
0ote1
Alwa"s call the F
LCR<7%AS/<SA>/2 to save the
changes done to 7base
%AP7<%&PA<%A*3!/TA7+<C=A*)/ Change %an$ !etails
%AP7<%&PA<%A*3!/TA7+<R/;>/ !elete %an$ !etails
%AP7<%&PA<C/*TRA+<C=A*)/ Change Central !ata
%AP7<%&PA<A!!R/SS<C=A*)/ Change Address
%AP7<%&PA<A!!R/SS<R/;>/ !elete Address
%AP7<%&PA<%A*3!/TA7+<C=A*)/ Change %an$ !etails
%AP7<%&PA<%A*3!/TA7+<R/;>/ !elete %an$ !etails
%AP7<%&PA<C/*TRA+<C=A*)/ Change Central !ata
%AP7<%&PA<C/*TRA+<SA>/R/P+7CA A+/ Replicating Central !ata
%AP7<%&PA<STAT&S<R/;>/ %usiness Partner( !elete Status
%AP7<%&PR<ACT7>7TAP<C=A*)/ Change Contact Partner Relationship
%AP7<%&PR<ACT7>7TAP<!/+/T/ !elete Contact Partner Relationship
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%AP7<%&PR<C;*TP<A!!R<C=A*)/ Change Contact Person Relationship Address
%AP7<%&PR<C;*TP<A!!R<R/;>/ !elete Contact Person Relationship Address
%AP7<%&PR<C;*TP<C=A*)/ Change Contact Person Relationship Address
%AP7<%&PR<C;*TP<!/+/T/ !elete Contact Person Relationship
%AP7<%&PR</P+;<A!!R<C=A*)/ Change /mplo"ee Relationship Address
%AP7<%&PR</P+;<A!!R<R/;>/ !elete /mplo"ee Relationship Address
%AP7<%&PR</P+;<!/+/T/ !elete /mplo"ee Relationship
%AP7<%&PR<R/+AT7;*S=7P<C=A*)/ Change )eneral Relationship
%AP7<%&PR<R/+AT7;*S=7P<!/+/T/ !elete Relationships
%AP7<%&PR<R/+AT7;*S=7P<R/;>/ !elete )eneral Relationship
%AP7<%&PR<R/SP</P+;<!/+/T/ !elete Relationship of /mplo"ee Responsible
5.4 ,eneric
0ame Description
%AP7<C&RR/*CA<C;*><T;<7*T/R*A+ Function odule to convert the Currenc" field to
internal format. /nter the currenc" and amount to
convert.
CC<);<%AC3<;*T=S )o %ac$ specified number of months from a given
date.
5.5 -t#er
0ame Description
/CR<7S&<ACT7>7TA<!7SP+AA !ispla"s an activit" b" ta$ing the %usiness
Transaction *umber for the same.
CR<C+<CR/AT/<CA++<+7ST Create call list for activities generated
!.0 .**itional Details
!.1 Commonly /se* Transactions
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Transaction Description
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%P %usiness Partner .Creation#>iew#odification1
C7C' Customer 7nteraction Centre
CR!<;R!/R CR Transaction .Create#>iew#odif"1
SPR; Configuration related settings
CR!<CA++<+7ST Create# aintain Call list
7%-0 # 7%-, # 7%-9 7base Creation # Change # >iew
C;PR'0 aintain Products
PP;SA<CR !ispla" ;rganiHational odel
S%! %doc maintenance
S;/AC Administration console 6 CR iddleware
SN0,SN, Nueue monitoring transactions for inbound
and outbound Fueues.
S@'0 Transaction for monitoring bdocs.
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