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1.

Billing Configuration

1.1.1 Replicating Service Characteristics Relevant to


Controlling
Use
The purpose of this activity is to replicate the characteristics of service processes (contracts,
orders and confirmations) that you want to use for Controlling in the ERP system.

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

CRM_SERVICE_CO_CHAR

SAP CRM IMG menu

Customer Relationship Management Transactions


Settings for Service Transactions Integration Replicate
Service Characteristics Relevant to Controlling

2. Select the RFC destination of your replication target system (ERP system).
3. Mark the following objects to be replicated:

Transaction Types

Item Categories

Organizational Units

Service Types

Valuation Types

Product Categories

4. Choose Execute.
Follow Controlling configuration as attached:-

controlling
integration.doc

Result
The characteristics of service processes (contracts, orders and confirmations) that you want
to use for Controlling in the ERP system have been replicated.

1.1.2 Assigning Plant and Storage Location to Service


Organizational Units
Use
In this activity you define which plant and which storage location of this plant is assigned a
combination of service organization, service team and service employee. The assignment
applies to service processes in SAP CRM and is used to determine the correct plant and
storage location when withdrawing or reserving spare part items.

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

SPRO

SAP CRM IMG menu

Customer Relationship Management Master Data


Organizational Management Cross-System Assignment of
Organizational Units Assign Plant and Storage Location to
Service Organizational Units

2. Choose New Entries


3. Maintain the values as shown in the following tables:
Field name

User action and values

Service Organization

O 50000635

Service Team

Service Employee

Plant

<your plant> 6330

Stor. Loc.

<your storage location> 10

4. Choose Save and select a customizing request if necessary.


5. Choose Back.

1.1.3 Service Process Controlling Integration


Use
The purpose of this section is to describe the necessary settings for the controlling
integration.
For controlling integration to function, you must define the controlling scenario in the ERP
system and assign this to a combination of service characteristics.

1.1.4 Checking Order Type for Internal Order (SAP ERP)


Use
The purpose of this activity is to have an order type for the internal order needed. The Order
Type is the Key SAP CO Customizing for CRM Integration.
If the order type SAPS already exists, you can skip this section.

Prerequisites
If order type SAPS needs to be created, an according number range needs to be created for
the new order type before running this transaction.
Do not change the Term SAPS, program logic is depending on this setting.

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

KOT2_FUNCAREA

SAP ERP IMG menu

Controlling Internal Orders Order Master Data Define


Order Types

2. Check if order type SAPS CRM Service already exists (choose Position).
If not, choose New Entries.
3. In the dialog box select order category 01 (Internal Order (Controlling))
4. Enter the following values:

Order Type

SAPS

CRM Service

Order category

Internal Order (Controlling)

Number range interval

500000 599999

General parameters
Settlement prof.

90 (Not for Settlement)

Object class

Production

Collective order without automatic goods movement


Control indicators
CO Partner Update

Semi-active

Revenue postings

Archiving
Residence Time 1

3 (Months)

Residence Time 2

24 (Months)

Status management
Release immediately

5. Save your entries.

Result
A new order type for internal orders SAPS has been created.

1.1.5 Creating a Billing Unit


Use
The purpose of this activity is to create the billing unit(s) being assigned to sales orders via
the respective sales organization when performing sales transactions.

Prerequisites
You are logged on to the CRM WebClient with user power_user and password welcome.

Procedure
1. Access the activity using the following navigation option:
SAP CRM WebClient menu

Master Data Create: Corporate Account

2. In the assignment block Account Details enter at least the following data:
Field Name

Field Entry

General Data
Name 1

<description of the billing unit>

Main Address and Communication Data


Country

IN

3. Press Enter.
4. In the assignment block Roles select the Role Billing Unit from the drop down list.

5. Save your entries and take a note of the number of the newly created Billing Unit:
BP ID: 100000052

Result
A billing organization unit has been created.

1.1.6 Assigning Billing Unit to Sales Organization


Use
In this activity you define which billing unit is determined from the sales organization. This
applies to sales transactions in CRM Online that are billed in CRM Online and then posted as
billing documents in SAP ERP Financial Accounting (FI).

Prerequisites
The respective sales organizations and billing units are already defined in the system.

Procedure
1. Access the activity using the following navigation options
Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Master Data


Organizational Management Cross-System Assignment of
Organizational Units Assign Billing Units to Sales
Organizations

2. Choose New Entries (F5) and enter the following data:


Field Name

Field Entry

Sales Org.

O 50000636

SOrg.
Bill. Unit

100000052

3. Choose Save (Ctrl+S).

Result
A billing unit has been assigned to each relevant sales organization.

1.1.7 Assigning Billing Unit to Service and Sales


Organization
Use
The purpose of this activity is to define for service and sales transactions which billing units
are found from the appropriate service/sales organizations.

Prerequisites
The respective service and sales organizations and billing units are already defined in the
system.

Procedure
1. Access the activity using the following navigation options:
Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Master Data


Organizational Management Cross-System Assignment of
Organizational Units Assign Billing Units to Service/Sales
Organizations

2. Choose New Entries (F5) and enter the following data:


Field Name

Field Entry

ServiceOrg

<ID of BP_SERVICE> O 50000635

ServiceOrg

BP_SERVICE

Sales Org.

<ID of BP_SALES> O 50000622

SOrg.

BP_SALES

Bill. Unit

<ID of BP Billing Unit> 8000000273

3. Choose Save (Ctrl+S).

Result
A billing unit has been assigned to each relevant service and sales organization.

1.1.8 Assigning Company Code to Billing Unit


Use
The purpose of this activity is to define which company code is determined from the
respective billing unit. This applies to sales transactions and service transactions in CRM
Online that are invoiced via CRM Online, and posted as billing documents in SAP ERP
Financial Accounting (FI).

Prerequisites
Company Code 0201 has been replicated and a new billing unit has been created.

Procedure
1. Access the activity using the following navigation options:
Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Master Data


Organizational Management Cross-System Assignment of
Organizational Units Assign Company Codes to Billing Units

2. Choose New Entries (F5) and select the following values (using the input help):
Field Name

Field Entry

Bill. Unit

<ID of BP Billing Unit> 100000052

CoCode

<your company code> (e.g., 0201)

3. Choose Save (Ctrl+S).

1.1.9 Assigning Business Area to Service and Sales


Organization
Use
In this activity you define which business areas are determined from which service
organization, sales organization, distribution channel, and division combinations. This applies
to CRM service transactions that are invoiced via CRM Online and posted as invoices in ERP
FI.
The input help for business areas offers the business areas in the ERP system that is
assigned to the CRM Online application. If you have the SAP system number displayed
bottom right in your SAP window you see the number of the SAP system there when you use
the input help for business areas.

Prerequisites
The respective service and sales organizations and billing units are already defined in the
system.

Procedure
1. Access the activity using the following navigation options:
Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Master Data


Organizational Management Cross-System Assignment of
Organizational Units Assign Business Areas to
Service/Sales Organizational Units

2. Choose New Entries (F5) and enter the following data:


Field Name

Field Entry

ServiceOrg

<ID of BP_SERVICE>

ServiceOrg

BP_SERVICE

Sales Org.

<ID of BP_SALES>

SOrg.

BP_SALES

DChan

<your distribution channel> (e.g., 10)

Field Name

Field Entry

Division

Bus. area

<your business area> (e.g., 0001)

3. Choose Save (Ctrl+S).

Result
A billing unit has been assigned to each relevant service and sales organization.

1.1.10 Define Billing relevance of Item Category


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Define Billing


relevance of Item Category

1.1.11 Define Billing Types


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Define Billing


Types Chose CRMB

Choose new Entry and create ZF2D

1.1.12 Item Category Customizing


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Item


Category Customization Chose CRMB

Choose new Entry and create ZSDB

1.1.13 Item Category Customizing


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Item


Category Determination Assign Item Categories CRMB

Choose new Entry and create

1.1.14 Accounting Integration


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Integration


Transfer of billing documents to Accounting Transfer to
Accounts Receivable (FI-AR) and Accounts Payable (FI-AP)
Assign Tax Transaction Key

Choose new Entry and create

1.1.15 Assign Tax Code


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Integration


Transfer of billing documents to Accounting Transfer to
Accounts Receivable (FI-AR) and Accounts Payable (FI-AP)
Assign Tax Codes

1.1.16 Assign Revenue Accounts for Service Processes


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Integration


Transfer of billing documents to Accounting Transfer to
Accounts Receivable (FI-AR) and Accounts Payable (FI-AP)
Assign Revenue Accounts for Service Processes

1.1.17 Assign Document Types


Transaction code

SPRO

SAP CRM IMG menu

Customer Relationship Management Billing Integration


Transfer of billing documents to Accounting Transfer to
Accounts Receivable (FI-AR) and Accounts Payable (FI-AP)
Assign Document Types

Choose ZF2D