Professional Documents
Culture Documents
CRM
Fundamentals
II - Part 1
Publication ID:
Course Overview
Lesson Objectives
After completing this lesson, you will be able to:
1. Use the SAP GUI to log on to the SAP CRM system with a prepared username and
corresponding password. Add transaction SPRO (the description in the CRM menu
is Customizing) to the Favorites folder of the SAP Easy Access screen. We use it
frequently during this course.
2. Add another entry to the Favorites folder of the SAP Easy Access screen by
choosing Insert transaction and enter WUI.
3. Use the user name that you used earlier to log on to the CRM WebClient UI and
choose the Sales Professional business role.
4. Personalize the layout of the CRM WebClient UI. Choose the Signature Design skin.
5. Personalize the Create entries in the navigation bar by removing the entries E-Mail,
Lead, and Opportunity.
TCRM20 Unit 1 Exercise 1
1. Use the SAP GUI to log on to the SAP CRM system with a prepared username and
corresponding password. Add transaction SPRO (the description in the CRM menu
is Customizing) to the Favorites folder of the SAP Easy Access screen. We use it
frequently during this course.
a) Log on to the SAP CRM system.
b) To add the transaction to the Favorites folder, in the menu (not on the SAP Easy
Access screen) choose Favorites Insert Transaction.
d) Press ENTER.
2. Add another entry to the Favorites folder of the SAP Easy Access screen by
choosing Insert transaction and enter WUI.
TCRM20 Unit 1 Solution 1
c) Press ENTER.
3. Use the user name that you used earlier to log on to the CRM WebClient UI and
choose the Sales Professional business role.
a) Double-click CRM WebClient in your favorites.
4. Personalize the layout of the CRM WebClient UI. Choose the Signature Design skin.
TCRM20 Unit 1 Solution 1
5. Personalize the Create entries in the navigation bar by removing the entries E-Mail,
Lead, and Opportunity.
a) Log on to the WebClient UI and choose Personalize.
c) Select E-Mail, Lead, and Opportunity. Move these entries from Displayed Links
to Available Links.
TCRM20 Unit 1 Solution 1
6. Observe the options in the Personalize Settings section and change some settings.
Enable the configuration mode, keys in dropdown lists and the preview of new
messages above the message bar.
a) On the personalization page choose Personalize Settings. Select the
checkboxes for:
2. Personalize the result list and include the Sales Group to the list of displayed fields.
Note:
Observe the option to create different layouts for this table view. This feature is
new with EhP1 for SAP CRM 7.0.
4. Display the details of a quotation. On header level include the assignment block
Attachments to the list of directly displayed assignment blocks. On item level
include the Notes assignment block in the same way.
TCRM20 Unit 1 Solution 2
c) Status: Open
Note:
Use the dropdown list to change the search attributes. You should find at least
one quotation (ID 5001781).
2. Personalize the result list and include the Sales Group to the list of displayed fields.
TCRM20 Unit 1 Solution 2
Note:
Observe the option to create different layouts for this table view. This feature is
new with EhP1 for SAP CRM 7.0.
a) Choose the Personalize button in the result list area. Move the field Sales Group
from the Available Columns to the Displayed Columns using the appropriate
arrow button.
b) Use the Personalize button to change the appearance of the quotation header
data.
e) In the Items assignment block use the hyperlink Item No. 10 to navigate to the
quotation item details.
TCRM20 Unit 1 Solution 2
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
X True
X False
TCRM20 Unit 2 Exercise 3
X A Sales order
X B Purchase order
X C Service request
X D Delivery
TCRM20 Unit 2 Solution 3
X True
X False
There are a number of business transactions that do not need product information.
Tasks, e-mail activities, leads, or opportunities can be used without entering
products.
TCRM20 Unit 2 Solution 3
X A Sales order
X B Purchase order
X C Service request
X D Delivery
Purchase order and delivery documents can be created in SAP ERP. Service request
and are business transactions that are introduced with SAP CRM 7.0 (IT Service
Desk scenario).
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
Hint:
Use the Sales Professional business role.
TCRM20 Unit 2 Exercise 4
Note:
Before you choose Quotation (description of the transaction type), personalize the
technical transaction type in the Selection dialog box for transaction types.
4. Enter the product with the HT-1010 Product ID and a quantity of 10 PC in the item
list. Which item category is determined by the system?
Hint:
If you set the central personalization option Show keys in dropdown lists, (choose
PersonalizePersonalize Settings), you can display the technical key of the item
category.
Task 2
Call the last sales transaction you saved. Analyze the item category that was determined
and how it was determined. Proceed as follows:
1. Where in Customizing are the detailed settings for the transaction type that is
used?
2. Where in Customizing are the detailed settings for the item category that was
determined?
3. Check whether this item category contains a date profile. Which billing relevance
indicator does this item category have?
Note:
In the SAP CRM Web UI, go to the product master to determine the relevant item
category group.
5. What other factors can influence the determination of an item category? Give a
suitable example.
Task 3
You want to create the new sales transaction type ZA## (##Quotation) in Customizing.
Create it as a copy of the existing AG transaction type and make some minor changes.
TCRM20 Unit 2 Exercise 4
3. Enter ZA## as the abbreviation and ##Quotation as the description (short and
long text description).
4. Confirm the dialog box (number of dependent entries copied) by pressing ENTER.
Task 4
To use the new transaction type, you must maintain item category determination. If you
are entering a sales item (NORM), use the standard SAP item category for the quotation
item instead of your own item category.
TCRM20 Unit 2 Exercise 4
2. Search (using the Position pushbutton) for the AG transaction type and the NORM
(standard item) item category group.
3. Replace the AG transaction type with the new transaction type ZA##.
Task 5
Test your new transaction type by creating a new quotation of type ##Quotation.
Hint:
You have to log off from the Web Client UI, and then log on again to test your new transaction.
TCRM20 Unit 2 Exercise 4
Hint:
Use the Sales Professional business role.
TCRM20 Unit 2 Solution 4
Note:
Before you choose Quotation (description of the transaction type), personalize the
technical transaction type in the Selection dialog box for transaction types.
b) Choose CreateQuotation.
c) In the Select Transaction Type dialog box, choose the Personalize pushbutton.
f) Choose Quotation.
AG
TCRM20 Unit 2 Solution 4
4. Enter the product with the HT-1010 Product ID and a quantity of 10 PC in the item
list. Which item category is determined by the system?
Hint:
If you set the central personalization option Show keys in dropdown lists, (choose
PersonalizePersonalize Settings), you can display the technical key of the item
category.
a) On the Quotation ERP: New screen, enter HT-1010 in the Product ID field.
Note:
You can display the item category in the Items assignment block by choosing
the Personalize pushbutton.
e) Select and move Item Category from Available Columns to Displayed Columns.
Note:
The system determines the Quotation Item (AGN) item category.
Task 2
Call the last sales transaction you saved. Analyze the item category that was determined
and how it was determined. Proceed as follows:
1. Where in Customizing are the detailed settings for the transaction type that is
used?
a) In Customizing, choose Customer Relationship
ManagementTransactionsBasic SettingsDefine Transaction Types.
2. Where in Customizing are the detailed settings for the item category that was
determined?
a) In Customizing, choose Customer Relationship
ManagementTransactionsBasic SettingsDefine Item Categories.
3. Check whether this item category contains a date profile. Which billing relevance
indicator does this item category have?
TCRM20 Unit 2 Solution 4
b) Choose the Details pushbutton. The item category does not contain a date
profile.
e) In Dialog Structure, choose Customizing Item. The item category is not relevant
for billing.
Note:
In the SAP CRM Web UI, go to the product master to determine the relevant item
category group.
b) Choose SearchProducts.
Note:
The item category group is NORM (Standard item).
d) Choose Enter.
The system displays the corresponding entry in the table.
e) Select the entry and choose the Details pushbutton. The AGN item category is
used as the default value. In this case, you cannot use an alternative item
category.
TCRM20 Unit 2 Solution 4
In addition to the transaction type and the item category group, the usage and a
higher level item category can influence the determination of the item category.
For example, in standard sales orders (TA), automatic free goods discount
determination uses the FREE usage (free goods discount). The free goods discount
item refers to a higher level item of the TAN category. If a standard item (NORM) is
recorded in the sales order and a free goods discount is identified, the standard
system determines an (main) item with the TAN item category and a free goods
discount item with the TANN item category. Other examples include structured
products and complaint transactions.
Task 3
TCRM20 Unit 2 Solution 4
3. Enter ZA## as the abbreviation and ##Quotation as the description (short and
long text description).
a) Enter ZA## in the Transaction Type field.
Note:
Ensure that you change both the short and long text (description) to
##Quotation.
4. Confirm the dialog box (number of dependent entries copied) by pressing ENTER.
a) Choose Continue.
Note:
If you are logged on in a language other than the course language, you need to
translate the entry that you created in the course language.
Choose GotoTranslation and choose the course language. Enter your group
number.
Task 4
To use the new transaction type, you must maintain item category determination. If you
are entering a sales item (NORM), use the standard SAP item category for the quotation
item instead of your own item category.
2. Search (using the Position pushbutton) for the AG transaction type and the NORM
(standard item) item category group.
a) Choose the Position pushbutton.
c) Choose Enter.
TCRM20 Unit 2 Solution 4
3. Replace the AG transaction type with the new transaction type ZA##.
a) Enter ZA## in the Transaction Typ. field.
b) Choose Enter.
Task 5
Test your new transaction type by creating a new quotation of type ##Quotation.
Hint:
You have to log off from the Web Client UI, and then log on again to test your new transaction.
TCRM20 Unit 2 Solution 4
b) Choose CreateQuotation.
c) Choose ##Quotation.
Hint:
Use the Sales Professional business role.
1. Create a sales order of the type Telesales as a follow-up transaction for the
##Quotation quotation type that you created earlier.
TCRM20 Unit 2 Exercise 5
Explain why.
2. In the Define Copying Control for Transaction Types Customizing activity, check
whether the entry for copying source transaction type ZA## to target transaction
type TA exists. If not, add the missing entry.
TCRM20 Unit 2 Exercise 5
Note:
You do not have to make any additional settings because you do not use your own
item category in ##Quotation; the Telesales (TA) transaction uses the standard
item category TAN, and a copy control entry AGNTAN already exists (SAP
standard).
3. Test your settings and create a transaction of the type Telesales (TA) as a follow-
up transaction for ##Quotation (ZA##).
Hint:
Restart the application.
Hint:
Use the Sales Professional business role.
1. Create a sales order of the type Telesales as a follow-up transaction for the
##Quotation quotation type that you created earlier.
TCRM20 Unit 2 Solution 5
Explain why.
a) Log on to the CRM WebClient UI with the Sales Professional business role.
c) Choose SearchQuotations.
2. In the Define Copying Control for Transaction Types Customizing activity, check
whether the entry for copying source transaction type ZA## to target transaction
type TA exists. If not, add the missing entry.
a) In Customizing, choose Customer Relationship
ManagementTransactionsBasic SettingsCopying Control for Business
TransactionsDefine Copying Control for Transaction Types.
TCRM20 Unit 2 Solution 5
d) Choose Enter.
The system moves to a line that is alphabetically closest to transaction type
ZA##. An entry with your transaction type does not (yet) exist.
g) Choose Enter.
TCRM20 Unit 2 Solution 5
Note:
You do not have to make any additional settings because you do not use your own
item category in ##Quotation; the Telesales (TA) transaction uses the standard
item category TAN, and a copy control entry AGNTAN already exists (SAP
standard).
3. Test your settings and create a transaction of the type Telesales (TA) as a follow-
up transaction for ##Quotation (ZA##).
Hint:
Restart the application.
b) Choose SearchQuotations.
c) Enter ##Stockmann in the Sold-To Party field and choose the Search
pushbutton.
Caution:
Two pages of transaction types are available.
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
2. Check the settings for this text determination procedure in Customizing. What text
types are used in the underlying text determination procedure?
3. What might be the source of the text data in the Header Note text type?
TCRM20 Unit 2 Exercise 6
5. Include the text type A003 (Preparation) in the text determination procedure.
Include sequence 0006 for this text type to avoid receiving any warning messages.
6. Assign the text determination procedure you created (ZTDP##) to your transaction
type ZA## (##Quotation).
7. Use transaction type ZA## (##Quotation) to test whether the text determination
procedure and the text type function correctly.
Create a ##Quotation and ensure that the new text type is available in the Notes
assignment block by creating a text of this type.
TCRM20 Unit 2 Solution 6
b) To view the details of transaction type ZA#, choose the Position pushbutton.
d) Choose Enter.
TCRM20 Unit 2 Solution 6
2. Check the settings for this text determination procedure in Customizing. What text
types are used in the underlying text determination procedure?
a) In Customizing, choose Customer Relationship ManagementBasic
FunctionsText ManagementDefine Text Determination Procedure.
g) Choose the row that contains the text determination procedure ORDER001.
3. What might be the source of the text data in the Header Note text type?
Check access 01 (Business partner text), which is assigned to the 0001 text type. In
the details of the access sequence, you can see that it searches in the
Correspondence text type of the business partner. Text information in the business
partner can be copied to the header note of the business transaction.
TCRM20 Unit 2 Solution 6
c) Enter ORDER001 in the Text Det. Proc. field and choose Enter.
g) Choose Enter.
h) In the dialog box that appears, confirm that you want to copy all the dependent
entries.
5. Include the text type A003 (Preparation) in the text determination procedure.
Include sequence 0006 for this text type to avoid receiving any warning messages.
a) Choose the New Entries pushbutton.
TCRM20 Unit 2 Solution 6
Hint:
If the warning message Value should be numeric is displayed, confirm this by
pressing ENTER.
6. Assign the text determination procedure you created (ZTDP##) to your transaction
type ZA## (##Quotation).
TCRM20 Unit 2 Solution 6
d) Choose Enter.
7. Use transaction type ZA## (##Quotation) to test whether the text determination
procedure and the text type function correctly.
TCRM20 Unit 2 Solution 6
b) Choose CreateQuotation.
c) In the Select Transaction Type dialog box, choose transaction type ZA##.
Hint:
In Customizing, choose Customer Relationship
ManagementTransactionsBasic SettingsIncompleteness CheckDefine
Incompleteness Procedures.
4. Enter the details for the incompleteness procedure and define the field as External
Reference so that a warning is displayed if it is not filled. Save your entries.
TCRM20 Unit 2 Exercise 7
Note:
Use the object name SALES and the field name PO_NUMBER_SOLD. In the CRM
WebClient application, you can press the F2 key to display technical information.
In SAP GUI to see the field nam in field, choose F1 help, and choose Technical
Information. The field name is displayed in the Field Data area.
Hint:
In Customizing, choose Customer Relationship
ManagementTransactionsBasic SettingsIncompleteness CheckDefine
Incompleteness Procedures.
b) To search for the ZA## transaction type, choose the Position pushbutton.
d) Choose Enter.
TCRM20 Unit 2 Solution 7
4. Enter the details for the incompleteness procedure and define the field as External
Reference so that a warning is displayed if it is not filled. Save your entries.
Note:
Use the object name SALES and the field name PO_NUMBER_SOLD. In the CRM
WebClient application, you can press the F2 key to display technical information.
In SAP GUI to see the field nam in field, choose F1 help, and choose Technical
Information. The field name is displayed in the Field Data area.
a) In Dialog Structure, choose Incompleteness Procedure: Detail.
TCRM20 Unit 2 Solution 7
b) Choose CreateQuotation.
TCRM20 Unit 2 Solution 7
Summary
You should now be able to:
A. Leads
B. Opportunities
C. Tasks
TCRM20 Unit 2
C. Tasks
TCRM20 Unit 2
Which settings are required in copy control Customizing for the processing of follow-up transactions?
Choose the correct answers.
Which settings are required in copy control Customizing for the processing of follow-up transactions?
Lesson Objectives
After completing this lesson, you will be able to:
1. The transaction type customizing indirectly controls (via the category) the
application that creates E-Mail and Interaction Log activities.
Determine whether this statement is true or false.
X True
X False
TCRM20 Unit 3 Solution 8
1. The transaction type customizing indirectly controls (via the category) the
application that creates E-Mail and Interaction Log activities.
Determine whether this statement is true or false.
X True
X False
You can control the category for the transaction type, such as E-Mail, Interaction
Log, Appointment, or Task by using the transaction type entry Category.
TCRM20 Figure 36: Survey Suite Unit 3 Lesson 1
TCRM20 Figure 37: Activity Journals Unit 3 Lesson 1
TCRM20 Figure 38: Integration of the Calendar Unit 3 Lesson 1
Integration of Clients GW
TCRM20 Figure 39: GWI on Servers Unit 3 Lesson 1
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
1. In Customizing, enter the new goal Z## with the description ##Trial Order (##
is your group number).
Hint:
In Customizing, choose Customer Relationship Management Transactions
Settings for Activities.
TCRM20 Unit 3 Exercise 9
3. Copy the existing 0001 (Interaction Log) transaction type. Enter ZB## as the
transaction type and ##Trade Fair Visit as the name and long description.
Assign organizational data profile ZORGPROF## and action profile ACTIVITY to the
new transaction type.
4. Set the new goal as ##Trial Order (Z##) and the new category as
##Appointment (Y##), and then set the priority to High.
A ##Trade Fair Visit should be relevant to the calendar. It should not be possible to
create a private ##Trade Fair Visit. Select and check the corresponding
checkboxes.
5. Test the new transaction type by creating an activity of the type ##Trade Fair Visit
for a week from today, for the duration 2.003.00 p.m. Use First ##Visit
after trade fair as the description and ##Stockmann as the account.
TCRM20 Unit 3 Exercise 9
6. Create a follow-up activity with questionnaire support. With respect to the new
##Trade Fair Visit activity, create a follow-up activity of the type Survey Activity.
Use Survey of ##Stockmann as the description and choose a suitable date in
the future.
Fill out the survey. Save the activity and note the number.
________________________
TCRM20 Unit 3 Solution 9
1. In Customizing, enter the new goal Z## with the description ##Trial Order (##
is your group number).
Hint:
In Customizing, choose Customer Relationship Management Transactions
Settings for Activities.
TCRM20 Unit 3 Solution 9
e) Go back.
TCRM20 Unit 3 Solution 9
b) Choose the row that contains transaction type 0001 (Interaction Log).
h) Choose Continue.
i) Choose the row that contains transaction type ZB## and then choose the
Details pushbutton.
4. Set the new goal as ##Trial Order (Z##) and the new category as
##Appointment (Y##), and then set the priority to High.
TCRM20 Unit 3 Solution 9
g) Note that the default settings of the checkboxes already meet your
requirements.
TCRM20 Unit 3 Solution 9
5. Test the new transaction type by creating an activity of the type ##Trade Fair Visit
for a week from today, for the duration 2.003.00 p.m. Use First ##Visit
after trade fair as the description and ##Stockmann as the account.
Check whether the systems default entries for priority and goal are correct. Can
you make the activity private?
Can you find the activity in the calendar of the sales representative or employee
responsible? Both partners should contain employee names that are assigned your
CRM logon user.
a) In the CRM WebClient UI, choose Activities.
e) Enter Start Date/Time as one week from the present date and 14:00.
f) Enter End Date/Time as one week from the present date and 15:00.
Check whether the system default entries for priority and goal are correct. The
fields are displayed and prefilled in the Appointment: Details assignment block.
TCRM20 Unit 3 Solution 9
Note:
In standard SAP systems, the Goal field is not displayed in the user interface.
e) Enter the date two weeks from the present date in the Start Date field.
j) Fill out the survey with answers of your choice and save it.
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
X True
X False
TCRM20 Unit 4 Exercise 10
4. Which access sequence does the system use to search for the employee
responsible?
TCRM20 Unit 4 Exercise 10
X True
X False
Sold-to party
TCRM20 Unit 4 Solution 10
4. Which access sequence does the system use to search for the employee
responsible?
TCRM20 Unit 4 Solution 10
5. Why are the Sales manager and the Sales employee partner functions not listed in
the CRM WebClient UI application of the ##Quotation?
In the CRM WebClient UI, five partners are determined automatically when a
##Quotation is created. This happens because no access sequence has been
assigned to the partner functions Sales manager and Sales employee. These
partners can be added manually by the user.
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
3. Add the partner function Contact person (CRM) to the partner determination
procedure ZPS##. The partner function Contact person (CRM) should occur at
least once but no more than three times.
For the determination, use the ##Sold-To Party - Relationships access
sequence that you created in the previous exercise. Leave the remaining fields
empty.
4. Make sure that the address usage Receive goods for the partner function Ship-
To party is used. For all other partner functions, the standard address should be
determined in transactions.
TCRM20 Unit 4 Exercise 11
e) In the dialog box that displays, confirm that you want to copy the procedure
and all dependent entries.
TCRM20 Unit 4 Solution 11
d) Choose the row that contains the new access sequence ZZ##.
3. Add the partner function Contact person (CRM) to the partner determination
procedure ZPS##. The partner function Contact person (CRM) should occur at
least once but no more than three times.
For the determination, use the ##Sold-To Party - Relationships access
sequence that you created in the previous exercise. Leave the remaining fields
empty.
TCRM20 Unit 4 Solution 11
d) Choose Continue.
e) Choose the row that contains the partner determination procedure ZPS##.
4. Make sure that the address usage Receive goods for the partner function Ship-
To party is used. For all other partner functions, the standard address should be
determined in transactions.
a) In the address details of the partner function Ship-To Party, enter Receive
goods in the Address for Trans. field.
TCRM20 Unit 4 Solution 11
b) Choose CreateQuotation.
e) Press ENTER.
TCRM20 Unit 4 Solution 11
Note:
No dialog box should display an error indicating unclear address
determination.
f) Choose the Parties Involved assignment block. Check the addresses of the
parties involved and observe that the system finds the contact person Michael
##Contact.
TCRM20 Unit 4 Solution 11
Yes. It is possible to define your own partner functions to meet your personal
requirements.
TCRM20 Unit 4 Solution 11
Summary
You should now be able to:
Which of the following is a set of rules to determine how the system works with business partners
during transaction processing?
Choose the correct answer.
A. Partner function
C. Access sequence
Which of the following is a set of rules to determine how the system works with business partners
during transaction processing?
"If you save a transaction and then alter it, no new partner
processing (determination) takes place."
TCRM20 Unit 4
"If you save a transaction and then alter it, no new partner
processing (determination) takes place."
True
TCRM20 Unit 4
Lesson Objectives
After completing this lesson, you will be able to:
1. Create a quotation of the type ##Quotation for the customer ##Stockmann. Offer
the customer 10 pieces of the material with the description ##Monitor.
2. Display the actions for the quotation. Which entries are displayed in the
corresponding assignment block? Does the list include the Print Quotation
Manually action? Schedule the action manually. What processing status does this
action have?
Caution:
Do not execute the Complete offer action in the CRM WebClient UI.
6. Use the action monitor transaction in the SAP GUI to select and execute the
Complete offer action for your quotation.
Hint:
If you want to select the action from the quotation you created, enter the
<*transaction number> in the Application Key field.
TCRM20 Unit 5 Solution 12
1. Create a quotation of the type ##Quotation for the customer ##Stockmann. Offer
the customer 10 pieces of the material with the description ##Monitor.
a) In the WebClient UI, choose Sales Cycle.
b) Choose CreateQuotation.
f) Press ENTER.
h) Press ENTER.
2. Display the actions for the quotation. Which entries are displayed in the
corresponding assignment block? Does the list include the Print Quotation
Manually action? Schedule the action manually. What processing status does this
action have?
a) In the Personalization dialog box, choose the Personalize pushbutton.
g) Choose the Schedule pushbutton. The system displays the message Action
was executed immediately after scheduling.
Caution:
Do not execute the Complete offer action in the CRM WebClient UI.
a) In the Quotation Details assignment block, enter the present date in the Valid-
To field.
6. Use the action monitor transaction in the SAP GUI to select and execute the
Complete offer action for your quotation.
Hint:
If you want to select the action from the quotation you created, enter the
<*transaction number> in the Application Key field.
d) When the results are displayed, select the relevant action and choose the
Process pushbutton.
e) In the CRM WebClient UI, verify that the status of the quotation is Completed.
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
1. Which action profile does the transaction type ZA## (##Quotation) use?
2. Analyze the action profile. When are the action processed and the quotation form
issued?
TCRM20 Unit 5 Solution 13
1. Which action profile does the transaction type ZA## (##Quotation) use?
a) In Customizing, choose Customer Relationship ManagementBasic
FunctionsActionsActions in TransactionAssign Action Profile to the
Business Transaction Type.
g) Go back.
2. Analyze the action profile. When are the action processed and the quotation form
issued?
a) In Customizing, choose Customer Relationship ManagementBasic
FunctionsActionsActions in TransactionChange Actions and
ConditionsDefine Action Profiles and Actions.
1. In Customizing, use the wizard to create an action profile for transactions. Create
an action and configure the required settings for it. Go to the IMG and use the
wizard to create an action profile for transactions. After starting the wizard use the
following data:
Action Profile: ZACTIONPROFILE##
TCRM20 Unit 5 Exercise 14
3. Assign the action profile to the transaction type ZB## (##Trade Fair Visit).
Task 2
Test your settings.
1. Create a new activity of the type ##Trade Fair Visit (ZB##). Create the ##Trade
Fair Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03
Task 3
You want to add a schedule condition to your action. When your Trade Fair Visit is
complete (and only then), create a follow-up activity of the type Interaction Log.
TCRM20 Unit 5 Exercise 14
2. Test your settings by creating another Trade Fair Visit. Create the ##Trade Fair
Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03
Can you schedule the action immediately after creating the transaction?
Complete the Trade Fair Visit by setting the status accordingly.
Can you schedule the action now?
TCRM20 Unit 5 Solution 14
1. In Customizing, use the wizard to create an action profile for transactions. Create
an action and configure the required settings for it. Go to the IMG and use the
wizard to create an action profile for transactions. After starting the wizard use the
following data:
Action Profile: ZACTIONPROFILE##
TCRM20 Unit 5 Solution 14
b) In the Define and Schedule New Action dialog box, choose Continue.
Schedule Automatically
Display in Toolbox
h) Select the following checkboxes:
TCRM20 Unit 5 Solution 14
l) Choose Continue.
m) In the Method field, use the input help to enter the method COPY_DOCUMENT.
Note:
Do not use any conditions in the first step.
3. Assign the action profile to the transaction type ZB## (##Trade Fair Visit).
a) In Customizing, choose Customer Relationship ManagementBasic
FunctionsActionsActions in TransactionAssign Action Profile to the
Business Transaction Type.
d) Choose Continue.
Task 2
Test your settings.
1. Create a new activity of the type ##Trade Fair Visit (ZB##). Create the ##Trade
Fair Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03
a) In the CRM WebClient UI, choose Activities.
b) Choose CreateAppointment.
c) In the Select Transaction Type dialog box, choose ##Trade Fair Visit.
TCRM20 Unit 5 Solution 14
e) Press ENTER.
h) Choose the row that contains the Follow-up Activity Sales Call ## action.
Task 3
You want to add a schedule condition to your action. When your Trade Fair Visit is
complete (and only then), create a follow-up activity of the type Interaction Log.
1. Define a schedule condition for the action Follow-up Activity ##. Define the
condition. SAP Customizing Implementation Guide Customer Relationship
Management Basic Functions Actions Actions in Transaction Change
Actions and Conditions Define Conditions
Choose the Edit Condition pushbutton. Enter Activity completed ## as the
name. Select the hyperlink to define the condition. Expand the CRM Bus. Activity
container object.
Using the editor, form the expression User Status = Complete (status profile
CRMACTIV). Transfer the condition and save it.
TCRM20 Unit 5 Solution 14
c) On the Schedule Condition tab page, choose the Edit Condition pushbutton.
2. Test your settings by creating another Trade Fair Visit. Create the ##Trade Fair
Visi with your account ##Stockmann, enter as decription: Trade Fair Visit 03
Can you schedule the action immediately after creating the transaction?
Complete the Trade Fair Visit by setting the status accordingly.
Can you schedule the action now?
a) To create an activity of the type ##Trade Fair Visit for the activity partner
##Stockmann and to enter fictional data, in the CRM WebClient UI, choose
Activities.
b) Choose CreateAppointment.
TCRM20 Unit 5 Solution 14
e) Press ENTER.
h) Choose the row that contains the Follow-up Activity Sales Call ## action.
Summary
You should now be able to:
A. Smart Forms
B. Methods
C. Report
D. Workflow
TCRM20 Unit 5
A. Smart Forms
B. Methods
D. Workflow
TCRM20 Unit 5
"If the start condition (of an action) is not met, the action is not
available in the transaction."
TCRM20 Unit 5
"If the start condition (of an action) is not met, the action is not
available in the transaction."
False
TCRM20 Unit 5
Lesson Objectives
After completing this lesson, you will be able to:
Note:
Refer to the following table as an example:
Influencing Factor Specific Value Origin
1: Tax Full tax TTE
1. Find the values for influencing factor to determine a pricing procedure. The
determination of the pricing procedure can be influenced by the following factors
1,2, and 3.
Task 2
TCRM20 Unit 6 Exercise 15
1. Your data determines the pricing procedure in the transaction. Check the
assignment table in Customizing.
TCRM20 Unit 6 Solution 15
Note:
Refer to the following table as an example:
Influencing Factor Specific Value Origin
1: Tax Full tax TTE
1. Find the values for influencing factor to determine a pricing procedure. The
determination of the pricing procedure can be influenced by the following factors
1,2, and 3.
a) On the CRM WebClient UI, choose Account ManagementSearchAccounts.
b) Enter ##Megastore in the Account Name field (## is your group number).
c) Press ENTER.
e) Choose Sales Area Data in the Available Assignment Blocks and then choose the
Move To Right pushbutton.
g) In the Sales Area Data assignment block, choose the Edit pushbutton for
Distribution Channel Internet Sales.
Task 2
Determine the pricing procedure in the transaction.
1. Your data determines the pricing procedure in the transaction. Check the
assignment table in Customizing.
a) In Customizing, choose Customer Relationship ManagementBasic
FunctionsPricingPricing in the Business TransactionDetermine Pricing
Procedures.
Note:
Leave the Division field blank.
d) Press ENTER.
TCRM20 Unit 6 Solution 15
Note:
The value in the Procedure field for O 50000609 Sales Organization is
0CRM01. You can also use another pricing procedure.
TCRM20 Unit 6 Solution 15
SAP CRM and SAP ERP provide the following pricing functions:
Item level pricing and formulas for more complex pricing
Manual changes at item and header levels
Different calculation types
Two-dimensional scales and scales with different scale bases
Validity periods
Currency conversion, quantity conversion, and unit of measure conversion
Free goods discount (inclusive and exclusive bonus quantities)
TCRM20 Figure 65: Tax Determination using TTE Unit 6 Lesson 1
TCRM20 Figure 66: Delayed Cross-Item Pricing Unit 6 Lesson 1
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
1. Create a sales order of the type Sales Process (ZSAL) with the account
##Megastore and enter the product HT-1010 with a quantity of 10 pieces (## is
your group number).
TCRM20 Unit 6 Exercise 16
Hint:
Choose the Sales Professional business role.
2. Check the item details of the transaction and see if the system finds the Customer
Discount price element.
Hint:
Display the Price Details assignment block at item level.
3. Can you enter the price element Customer Discount with a 5% value manually?
5. Create another sales order of the type Sales Process with the account
##Megastore and enter the product HT-1010 product with a quantity of 10
pieces.
Is the customer discount found automatically?
TCRM20 Unit 6 Exercise 16
Task 2
Set up a new condition maintenance group in Customizing.
1. You need to display the customer-specific material price, which you created in the
SAP ERP application (with the PR00 condition type), in general condition
maintenance.
Set up a separate condition maintenance group ZCMG## (Maintenance group
##) that contains the corresponding condition table and condition type. Use a
suitable description like Maintenance Group ## enter the follwoing data:
Application: CRM
Usages: PR
Condition table: SAP305
TCRM20 Unit 6 Exercise 16
2. Specify that this condition maintenance group (ZCMG##) is in the GCM context.
3. In Web Ui use your just created conditon mainenance group to displayall the
conditon master records PR00 for the customer (sold-to party) 3271.
Hint:
Choose Service Operations Prices Application: Sales/Service and enter the
search criterias:
Price Element: PR00
Customer / Sold-to Party: 3271
Condition Type: PR00
TCRM20 Unit 6 Exercise 16
Note:
Customer specific price elements (condition records) for custoemr 3271 are
displayed. However, it is not possible to change the master record because it was
transferred from the ERP system and is not intended for processing in the SAP
CRM system
TCRM20 Unit 6 Solution 16
1. Create a sales order of the type Sales Process (ZSAL) with the account
##Megastore and enter the product HT-1010 with a quantity of 10 pieces (## is
your group number).
TCRM20 Unit 6 Solution 16
Hint:
Choose the Sales Professional business role.
2. Check the item details of the transaction and see if the system finds the Customer
Discount price element.
Hint:
Display the Price Details assignment block at item level.
a) In the Items assignment block, choose the Edit pushbutton for the product ID
HT-1010.
Note:
No Customer Discount entry exists in the Price Elements list.
3. Can you enter the price element Customer Discount with a 5% value manually?
a) In the Price Details assignment block, choose the Add pushbutton.
c) Enter 5 in the Price column for the Customer Discount price element.
d) Go back.
d) Choose Customer Discount in the Price Type field and then choose the OK
pushbutton.
e) Refer to the table in the exercise and choose the values for the following fields:
Sales Organization
Distribution Channel
Division
f) Enter the following data:
TCRM20 Unit 6 Solution 16
g) Go back.
5. Create another sales order of the type Sales Process with the account
##Megastore and enter the product HT-1010 product with a quantity of 10
pieces.
Is the customer discount found automatically?
Save the transaction and note the number.
TCRM20 Unit 6 Solution 16
d) In the Items assignment block, choose the Edit pushbutton for the product ID
HT-1010.
TCRM20 Unit 6 Solution 16
Note:
The Price Elements list that is displayed contains a Customer Discount entry.
Task 2
Set up a new condition maintenance group in Customizing.
1. You need to display the customer-specific material price, which you created in the
SAP ERP application (with the PR00 condition type), in general condition
maintenance.
TCRM20 Unit 6 Solution 16
b) Choose the New Entries pushbutton and enter the following data:
TCRM20 Unit 6 Solution 16
c) Press ENTER.
d) Choose the row that includes ZCMG## in the Maintenance Group field, and
then choose Condition Maintenance Group: Detail.
e) Choose the New Entries pushbutton and enter the following data:
Field Value
Counter 1
Application CRM
Usages PR
TCRM20 Unit 6 Solution 16
g) Choose Continue.
h) Go back.
2. Specify that this condition maintenance group (ZCMG##) is in the GCM context.
TCRM20 Unit 6 Solution 16
3. In Web Ui use your just created conditon mainenance group to displayall the
conditon master records PR00 for the customer (sold-to party) 3271.
TCRM20 Unit 6 Solution 16
Hint:
Choose Service Operations Prices Application: Sales/Service and enter the
search criterias:
Price Element: PR00
Customer / Sold-to Party: 3271
Condition Type: PR00
Note:
Customer specific price elements (condition records) for custoemr 3271 are
displayed. However, it is not possible to change the master record because it was
transferred from the ERP system and is not intended for processing in the SAP
CRM system
e) Choose the Edit pushbutton in the Result List for the row that includes 3271 in
the Customer (Sold-To Party) field.
TCRM20 Unit 6 Solution 16
Note:
You are not able to change the master record. It was transferred from the ERP
system and not intended for processing in the SAP CRM system.
TCRM20
Summary
You should now be able to:
Lesson 2: Configuring the SAP Customer Relationship Management (SAP CRM) Billing Application
TCRM20 Unit 7 Lesson 1
Lesson Objectives
After completing this lesson, you will be able to:
- Trade promotion
management
TCRM20 Unit 7 Lesson 1
1. Create a new sales order of type Sales Process (ZSAL) for the customer
##Megastore and the product HT-1010 (1piece).
Save the order and note the number.
________________________
2. Call the SAP ERP system and perform the following logistical follow-up functions.
Deliver your order.
Choose Shipping Point: 3800.
TCRM20 Unit 7 Exercise 17
Note:
On the SAP Easy Access screen, choose LogisticsSales and
DistributionShipping and TransportationOutbound
DeliveryCreateSingle DocumentWith Reference to Sales Order.
Note:
On the SAP Easy Access screen, choose LogisticsSales and
DistributionShipping and TransportationPickingCreate Transfer
OrderSingle Document.
For alternative access from the delivery itself, in the menu, choose Subsequent
FunctionsPicking.
TCRM20 Unit 7 Exercise 17
3. Check the SAP CRM system to see whether your transaction is in the billing due
list.
4. Post the goods issue for your outbound delivery in the SAP ERP system.
Hint:
SAP Menu Logistics Sales and Distribution Shipping and Transportation
Outbound Delivery Change Single Document Delivery: Enter your delivery
number without going into the details of delivery documnet, choose the Push
button : Post Goods Issue.
5. Check the SAP CRM system again to see whether your transaction is in the billing
due list.
TCRM20 Unit 7 Exercise 17
Hint:
In the CRM WebClient UI: Choose Billing. Choose Search Billing Due List Items.
Sold-To Party ID: Number of ##Megastore
6. Create a billing document for your entry or transaction. Choose Billing. Choose
Search Billing Due List Items.
________________________
1. Create a new sales order of type Sales Process (ZSAL) for the customer
##Megastore and the product HT-1010 (1piece).
Save the order and note the number.
________________________
a) In the CRM WebClient UI, choose Sales Cycle.
2. Call the SAP ERP system and perform the following logistical follow-up functions.
Deliver your order.
Choose Shipping Point: 3800.
TCRM20 Unit 7 Solution 17
Note:
On the SAP Easy Access screen, choose LogisticsSales and
DistributionShipping and TransportationOutbound
DeliveryCreateSingle DocumentWith Reference to Sales Order.
Note:
On the SAP Easy Access screen, choose LogisticsSales and
DistributionShipping and TransportationPickingCreate Transfer
OrderSingle Document.
For alternative access from the delivery itself, in the menu, choose Subsequent
FunctionsPicking.
TCRM20 Unit 7 Solution 17
Note:
On the SAP Easy Access screen, choose LogisticsSales and
DistributionShipping and TransportationOutbound
DeliveryCreateSingle DocumentWith Reference to Sales Order.
Note:
On the SAP Easy Access screen, choose LogisticsSales and
DistributionShipping and TransportationPickingCreate Transfer
OrderSingle Document.
3. Check the SAP CRM system to see whether your transaction is in the billing due
list.
a) In the CRM WebClient UI, choose Billing.
TCRM20 Unit 7 Solution 17
d) Choose the Search pushbutton. There is no entry for your process because
goods issue for the outbound delivery has not yet been posted.
4. Post the goods issue for your outbound delivery in the SAP ERP system.
Hint:
SAP Menu Logistics Sales and Distribution Shipping and Transportation
Outbound Delivery Change Single Document Delivery: Enter your delivery
number without going into the details of delivery documnet, choose the Push
button : Post Goods Issue.
TCRM20 Unit 7 Solution 17
b) On the Change Outbound Delivery screen, enter the delivery number in the
Outbound Delivery field.
5. Check the SAP CRM system again to see whether your transaction is in the billing
due list.
Hint:
In the CRM WebClient UI: Choose Billing. Choose Search Billing Due List Items.
Sold-To Party ID: Number of ##Megastore
d) Choose the Search pushbutton. There is now an entry with your delivery
number.
6. Create a billing document for your entry or transaction. Choose Billing. Choose
Search Billing Due List Items.
________________________
a) Choose the row that contains the entry.
c) Choose Continue.
b) Select the hyperlink in the billing result list to view the details of the billing
document that you created. Alternatively, in the CRM WebClient UI, choose
Billing.
f) In the result list, select the hyperlink. In the details of the billing document, an
Accounting document entry is displayed in the Follow-Up Transactions
assignment block.
g) Select the hyperlink and log on with the user data of the SAP ERP system.
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
1. Check whether billing units exist in the SAP CRM system. Note the IDs or numbers.
Hint:
Use the Sales Professional business role.
Note:
Search for accounts that have the Billing Unit role.
2. Check Customizing to see which of these billing units is assigned to the sales
organization Sales US.
TCRM20 Unit 7 Exercise 18
4. To check the relevant Customizing settings for CRM Billing, check the Billing
Relevance field for the item category ZSAL (which was determined in your
transaction).
5. Find out which billing item category is assigned to your source process category LF
(Delivery) in the source item category ZSAL.
6. Look at the details of this item category. What billing type is used by default? Do
billing due list items need to be released before they can be billed?
TCRM20 Unit 7 Solution 18
1. Check whether billing units exist in the SAP CRM system. Note the IDs or numbers.
Hint:
Use the Sales Professional business role.
Note:
Search for accounts that have the Billing Unit role.
d) Choose the Search pushbutton. If your search is successful, the numbers of the
existing billing units 407491, 401013, 400021, 408800, 33, 405890, 406383,
and so on, are displayed.
2. Check Customizing to see which of these billing units is assigned to the sales
organization Sales US.
a) In Customizing, choose Customer Relationship ManagementMaster
DataOrganizational ManagementCross-System Assignment of
Organizational UnitsAssign Billing Units to Sales Organizations.
Billing unit 33 is assigned to sales organization O 50000609 ( Sales US).
3. Check Customizing to see which company code is assigned to the billing unit.
TCRM20 Unit 7 Solution 18
4. To check the relevant Customizing settings for CRM Billing, check the Billing
Relevance field for the item category ZSAL (which was determined in your
transaction).
a) In Customizing, choose Customer Relationship ManagementBillingDefine
Billing Relevance of Item Categories.
d) Choose Continue.
TCRM20 Unit 7 Solution 18
Note:
The corresponding SAP ERP item type in the sales order has billing relevance
Q (delivery-related CRM Billing).
5. Find out which billing item category is assigned to your source process category LF
(Delivery) in the source item category ZSAL.
a) In Customizing, choose Customer Relationship ManagementBillingItem
Category DeterminationAssign Item Categories.
f) Choose Continue.
g) Choose the row that contains the source process category LF and assigned
billing item category ZDEL.
6. Look at the details of this item category. What billing type is used by default? Do
billing due list items need to be released before they can be billed?
a) In Customizing, choose Customer Relationship ManagementBillingDefine
Billing Item Categories.
c) To view the details of the ZDEL item category, choose the Position pushbutton.
TCRM20 Unit 7 Solution 18
e) Choose the row that contains the billing item category ZDEL.
f) Choose the Details pushbutton. The Invoice (F2) billing type is the default value.
The Billing Block checkbox is not selected. Invoices do not need to be released
before billing.
TCRM20
Summary
You should now be able to:
A. Sales organization
B. Service organization
C. Marketing organization
D. Analytics organization
TCRM20 Unit 7
A. Sales organization
B. Service organization
TCRM20 Unit 7
Lesson Objectives
After completing this lesson, you will be able to:
Note:
Although the CRM WebClient UI is the only supported end-user interface, for the ease of
demonstration after this first exercise, the rest of the class will use the older SAP GUI version.
Unless participants have prior experience in the CRM Middleware, it is recommended to utilize
the solutions and not the exercises.
You need to understand the functional purpose of the CRM Middleware and confirm if the
CRM Middleware accomplished the task of updating the target system in the background.
TCRM20 Unit 8 Exercise 19
Task 1
To test whether configuration (Customizing) data is passed between SAP CRM and SAP
ERP, create a new academic title with the key K## in SAP ERP. Use the description ##KING
and the title ##KING. Find out if this is available in SAP CRM when building a new account
master.
2. Verify if the academic title K## exists in SAP CRM. Was it transferred to SAP CRM?
Task 2
Create a new pricing condition, a 1% discount for your customer Group##A in the SAP
ERP system. Verify that it is transferred to SAP CRM.
TCRM20 Unit 8 Exercise 19
2. Verify that the condition it was transferred to SAP CRM. Use the data given and
your business partner (customer) ID to find the condition in SAP CRM.
TCRM20 Unit 8 Solution 19
Note:
Although the CRM WebClient UI is the only supported end-user interface, for the ease of
demonstration after this first exercise, the rest of the class will use the older SAP GUI version.
Unless participants have prior experience in the CRM Middleware, it is recommended to utilize
the solutions and not the exercises.
You need to understand the functional purpose of the CRM Middleware and confirm if the
CRM Middleware accomplished the task of updating the target system in the background.
TCRM20 Unit 8 Solution 19
Task 1
To test whether configuration (Customizing) data is passed between SAP CRM and SAP
ERP, create a new academic title with the key K## in SAP ERP. Use the description ##KING
and the title ##KING. Find out if this is available in SAP CRM when building a new account
master.
e) Choose Save.
Note:
If the system prompts for a transport request and you are not familiar with
transports, ask your instructor how to proceed.
2. Verify if the academic title K## exists in SAP CRM. Was it transferred to SAP CRM?
TCRM20 Unit 8 Solution 19
b) Choose the Position pushbutton at the bottom of the screen. You can see that
the title K## was not transferred to SAP CRM.
Task 2
Create a new pricing condition, a 1% discount for your customer Group##A in the SAP
ERP system. Verify that it is transferred to SAP CRM.
1. Create a new pricing condition in the SAP ERP system using the following data:
Data Data Value
Sales Organization 3020
Distribution Channel 30
TCRM20 Unit 8 Solution 19
e) Choose Save.
2. Verify that the condition it was transferred to SAP CRM. Use the data given and
your business partner (customer) ID to find the condition in SAP CRM.
a) In the SAP CRM system, choose SAP MenuMaster DataPrices and
ConditionsMaintain Conditions.
g) Choose Enter.
TCRM20 Unit 8 Solution 19
Note:
It should have appeared in the report output. The warning (yellow status)
indicates that condition record cannot be maintained in this system.
TCRM20 Figure 94: Best Practices I Unit 8 Lesson 1
TCRM20 Figure 95: Best Practices II Building Block Unit 8 Lesson 1
Library (Focus on Replication)
TCRM20
Summary
You should now be able to:
The _____ server contains the CRM Middleware which handles the data exchange between internal
applications and external major components such as the SAP ERP back-end system, SAP NetWeaver
BW, or non-SAP systems.
Choose the correct answer.
A. CRM
B. NetWeaver Application
C. Groupware
D. Information
TCRM20 Unit 8
The _____ server contains the CRM Middleware which handles the data exchange between internal
applications and external major components such as the SAP ERP back-end system, SAP NetWeaver
BW, or non-SAP systems.
A. CRM
TCRM20 Unit 8
Which scheduler transfers data from the database of the client system to the inbound queue in the
database of the target system?
Choose the correct answer.
A. QDOWN
B. QOUT
C. QIN
D. QUP
TCRM20 Unit 8
Which scheduler transfers data from the database of the client system to the inbound queue in the
database of the target system?
B. QOUT
Unit 9: Data Exchange with the SAP ERP Back-End System
Lesson Objectives
After completing this lesson, you will be able to:
Hint:
Do not perform any changes.
Task
1. Log on to the SAP ERP back-end system. The instructor will give you the server
name and system number. Is CRM as the data consumer of the R/3 adapter
functionality activated?
2. Which RFC connection is used to connect the SAP ERP back-end system to the
CRM server?
TCRM20 Unit 9 Exercise 20
5. Which RFC connection is used to connect the CRM server to the SAP ERP back-
end system?
Hint:
Do not perform any changes.
Task
1. Log on to the SAP ERP back-end system. The instructor will give you the server
name and system number. Is CRM as the data consumer of the R/3 adapter
functionality activated?
a) Execute transaction SE16 in the SAP ERP system.
TCRM20 Unit 9 Solution 20
e) The table field CONSUMER gives you the name of the data consumer. Check if
the flag in field AKTIV is set.
2. Which RFC connection is used to connect the SAP ERP back-end system to the
CRM server?
a) Execute transaction SE16 in the SAP ERP system.
3. Which user is used for this RFC connection? Perform a remote logon.
a) Execute transaction SM59.
b) Open ABAP Connections. Search for the RFC connection from table
CRMRFCPAR.
c) Double-click RFC connection and choose the Logon & Security tab page. The
user name is CRMREMOTE.
e) The table field CONSUMER gives you the name of the data consumer.
f) Search for the consumer CRM and check if the flag in the AKTIV field is set.
5. Which RFC connection is used to connect the CRM server to the SAP ERP back-
end system?
a) Execute transaction SMOEAC or choose Architecture and
TechnologyMiddlewareAdministrationAdministration Console in the
SAP CRM system.
f) Choose the Site Attributes pushbutton. The name of the corresponding RFC
destination is displayed.
b) Open ABAP Connections. Search for the RFC connection which is used in the
Site Attributes.
c) Double-click RFC Connection. Choose the Logon & Security tab page. The user
name is displayed here.
TCRM20 Unit 9 Solution 20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
Monitor queues
Hint:
Your instructor has deregistered the inbound queue R3AI_ZCR555* of the CRM server.
Task 2
Determine the content of the SAP ERP (Customizing) database table ZCR555_R3_##.
1. Log on to the SAP ERP back-end system. How many entries are stored in the
database table?
2. How many entries pass the filter criteria stored in the Customizing adapter object?
TCRM20 Unit 9 Exercise 21
Task 3
Log on to the SAP CRM system. Start the initial load for Customizing adapter object
ZCR555_##.
1. Start the initial load with transaction R3AS. Choose object ZCR555_## and start
the initial load with the Execute pushbutton.
Task 4
Check the status of the initial load with Initial Load Monitoring.
1. Start Initial Load Monitoring (transaction R3AM1). Choose object ZCR555_## and
choose the Execute pushbutton.
TCRM20 Unit 9 Solution 21
Hint:
Your instructor has deregistered the inbound queue R3AI_ZCR555* of the CRM server.
e) Take the table name ZCR555_R3_## from column Table (Source Site).
2. Create a filter in the CONTINENT field with the value EUROPE. Execute the filter in
the source system only.
Name Value
Field CONTINENT
OP Equality (= Low)
TCRM20 Unit 9 Solution 21
a) Choose the Filter icon for the corresponding table on the Tables/Structures tab
page (in theFilter Settings column).
e) Choose Save.
Task 2
Determine the content of the SAP ERP (Customizing) database table ZCR555_R3_##.
1. Log on to the SAP ERP back-end system. How many entries are stored in the
database table?
a) Execute transaction SE16.
2. How many entries pass the filter criteria stored in the Customizing adapter object?
a) Take into account the filter settings that you have determined in task 1.
b) Choose Number of Entries to show the entries which meet the selection criteria.
Task 3
Log on to the SAP CRM system. Start the initial load for Customizing adapter object
ZCR555_##.
1. Start the initial load with transaction R3AS. Choose object ZCR555_## and start
the initial load with the Execute pushbutton.
TCRM20 Unit 9 Solution 21
e) Start the initial load with the Execute pushbutton. A popup box appears with a
message about the status of the initial load.
Task 4
Check the status of the initial load with Initial Load Monitoring.
1. Start Initial Load Monitoring (transaction R3AM1). Choose object ZCR555_## and
choose the Execute pushbutton.
TCRM20 Unit 9 Solution 21
1. What is the technical name of the table in the SAP ERP system where you can
create new academic titles?
2. In SAP CRM, determine if an adapter object exists for this table. If so, record it.
3. In SAP CRM, open the adapter object and verify that table TSAD2 is included.
TCRM20 Unit 9 Solution 22
1. What is the technical name of the table in the SAP ERP system where you can
create new academic titles?
a) Execute transaction SPRO and choose Cross Application ComponentsSAP
Business PartnerBusiness PartnerPersonsName
ComponentsMaintain Academic Titles.
2. In SAP CRM, determine if an adapter object exists for this table. If so, record it.
a) Execute transaction SE16.
f) Record OBJNAMEDNL_CUST_BASIS.
3. In SAP CRM, open the adapter object and verify that table TSAD2 is included.
TCRM20 Unit 9 Solution 22
b) Execute the initial load again to bring their titles over to SAP CRM.
d) Enter DNL_CUST_BASIS using the correct transaction picked from the three
listed above.
f) Choose the Tables/Structures tab page to find that the TSAD2 table is included.
TCRM20 Figure 107: Inbound and Outbound Queues for Unit 9 Lesson 2
Customizing Adapter Objects
TCRM20 Figure 108: qRFC Outbound Queue Monitoring Unit 9 Lesson 2
SMQ1
TCRM20 Figure 109: qRFC Inbound Queue Monitoring Unit 9 Lesson 2
SMQ2
TCRM20 Unit 9 Exercise 23
1. Create a second session and start the inbound qRFC monitor (transaction SMQ2).
Task 2
1. Check the status of the initial load with Initial Load Monitoring.
Task 3
TCRM20 Unit 9 Exercise 23
1. Create a second session and start the inbound qRFC monitor (transaction SMQ2).
a) Navigate to the detail view for queue name R3AI_ZCR555_##.
Caution:
Do not register queue R3AI_ZCR555* with QIN-scheduler.
TCRM20 Unit 9 Solution 23
Task 2
1. Check the status of the initial load with Initial Load Monitoring.
a) Start Initial Load Monitoring (transaction R3AM1).
c) Choose the Execute pushbutton. The initial load should have been finished.
Task 3
c) Choose the Execute pushbutton. You can find the corresponding entries in the
CRM table.
TCRM20 Figure 110: Generic Extractor for Customizing Unit 9 Lesson 2
Data
TCRM20 Figure 111: Inbound Processing in the SAP CRM Unit 9 Lesson 2
System
TCRM20 Figure 112: Transferring Conditions Unit 9 Lesson 2
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
2. Determine source and target site types, and the corresponding flow contexts
supported for the initial load.
Name Value
Target Site Type CRM
Source Site Type R/3
TCRM20 Unit 9 Exercise 24
2. Determine source and target site types, and the corresponding flow contexts
supported for the initial load.
TCRM20 Unit 9 Solution 24
1. Start the BDoc Modeler and navigate to the detailed view of Bdoc PRODUCT_MAT.
1. Start the BDoc Modeler and navigate to the detailed view of Bdoc PRODUCT_MAT.
a) Start the BDoc Modeler by choosing Architecture and
TechnologyMiddlewareDevelopmentMeta Object ModelingBDoc
Modeler (transaction SBDM).
b) When you use the transaction for the first time, a dialog box asks for a display
selection.
c) Choose BDoc Class Messaging. You can change your selection at any time by
choosing the Filter pushbutton, or by pressing CTRL+F6.
TCRM20 Unit 9 Solution 25
b) Double-click COMT_PROD_MATERIAL_BDOC_TAB.
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
1. Use transaction R3AC4 to analyze delta load Customizing. Find out the names of
the BTEs corresponding to the Object Class MATERIAL.
Task 2
Analyze delta load Customizing in SAP ERP system.
1. Check whether the BTEs are activated in the SAP ERP system.
TCRM20 Unit 9 Solution 26
1. Use transaction R3AC4 to analyze delta load Customizing. Find out the names of
the BTEs corresponding to the Object Class MATERIAL.
a) Use transaction R3AC4 to analyze delta load Customizing.
d) Find out the names of the BTEs corresponding to the Object Class MATERIAL
(00001250, 00001270, and 00004051).
TCRM20 Unit 9 Solution 26
Task 2
Analyze delta load Customizing in SAP ERP system.
1. Check whether the BTEs are activated in the SAP ERP system.
a) Execute transaction FIBF and choose EnvironmentInfo system (P/S).
1. Verify data in the SAP CRM system. Choose the SAP GUI transaction COMMPR01.
Name Value
Sales Organization 3020
Distribution Channel 30
Task 2
Analyze whether the delta load has been processed successfully.
1. Start the BDoc Monitoring (transaction SMW01) and display the corresponding
mBDoc. Enter BDoc Type PRODUCT_MAT, select Send Date and Time as Today.
TCRM20 Unit 9 Exercise 27
2. Within the detailed view, choose the Column pushbutton and compare with the
complex structure of mBDoc type PRODUCT_MAT.
3. Look for the changed short text within the mBDoc type.
4. Check the short text of the product by executing transaction COMMPR01 again.
TCRM20 Unit 9 Solution 27
1. Verify data in the SAP CRM system. Choose the SAP GUI transaction COMMPR01.
Name Value
Sales Organization 3020
Distribution Channel 30
b) In the SAP ERP system, change the description (short text) and Save the
material.
TCRM20 Unit 9 Solution 27
Task 2
Analyze whether the delta load has been processed successfully.
1. Start the BDoc Monitoring (transaction SMW01) and display the corresponding
mBDoc. Enter BDoc Type PRODUCT_MAT, select Send Date and Time as Today.
Search for an entry with Queue name R3AD_MATERIACR555_##. Mark the line and
choose BDoc MessageDisplayExtended Part.
a) Enter BDoc Type PRODUCT_MAT.
2. Within the detailed view, choose the Column pushbutton and compare with the
complex structure of mBDoc type PRODUCT_MAT.
a) In the detailed view, choose the Column pushbutton and compare with the
complex structure of mBDoc type PRODUCT_MAT.
3. Look for the changed short text within the mBDoc type.
a) The SHORT_TEXTS is shown in the extension part of the BDoc message.
4. Check the short text of the product by executing transaction COMMPR01 again.
a) The short text of the product has been changed.
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
2. Examine the existing publications and subscriptions. View all subscriptions of the
SAP R/3 site shown on your logon sheets. Record the subscription that ensures
that all orders taken in SAP CRM arrive in SAP ERP. Where do you find all
subscriptions for a publication? Are there criteria values assigned to the
TCRM20 Unit 9 Exercise 28
2. Examine the existing publications and subscriptions. View all subscriptions of the
SAP R/3 site shown on your logon sheets. Record the subscription that ensures
TCRM20 Unit 9 Solution 28
b) You can view the Subscriptions for a particular publication by choosing the
Object Type as Publications.
f) Choose the Replication Objects tab page. Double-click the Replication Object
BUS_TRANS_MSG.
It brings you to the screen that shows this Replication Object is tied to the BDoc
Name BUS_TRANS_MSG.
TCRM20 Figure 146: Data Exchange from SAP CRM to SAP Unit 9 Lesson 5
ERP
TCRM20 Figure 147: Outbound Message Flow Unit 9 Lesson 5
TCRM20 Figure 148: Business Adapter Objects Unit 9 Lesson 5
TCRM20 Figure 149: Data Extract in the SAP CRM System Unit 9 Lesson 5
TCRM20 Figure 150: Initial Load from SAP CRM to SAP Unit 9 Lesson 5
ERP Data Flow
TCRM20 Figure 151: Initial Load from SAP CRM to SAP ERP Unit 9 Lesson 5
Data Flow Acknowledgement
TCRM20 Figure 152: Customizing the Outbound Unit 9 Lesson 5
Processing
TCRM20 Figure 153: View Flow Contexts for BUPA_MAIN Unit 9 Lesson 5
TCRM20 Figure 154: Delta Load SAP CRM to SAP ERP Unit 9 Lesson 5
Data Flow
TCRM20 Figure 155: Delta Load from SAP CRM to SAP ERP Unit 9 Lesson 5
qRFC
TCRM20
Summary
You should now be able to:
When you upgrade the SAP R/3 Plug-In within SAP ERP, you have to upgrade the ______ as well.
Choose the correct answer.
When you upgrade the SAP R/3 Plug-In within SAP ERP, you have to upgrade the ______ as well.
A. R3AM1
B. R3AS
C. SPRO
TCRM20 Unit 9
A. R3AM1
TCRM20 Unit 9
Where does filtering of business objects in the SAP CRM system happen?
Choose the correct answer.
Where does filtering of business objects in the SAP CRM system happen?
The R/3 inbound adapter converts the data from the ______ data container into the ______ structure
that starts the inbound message flow.
Choose the correct answer.
A. BAPIMTCS, mBDoc
B. mBDoc, BAPIMTCS
C. BAPIMTCS, sBDoc
D. sBDoc, BAPIMTCS
TCRM20 Unit 9
The R/3 inbound adapter converts the data from the ______ data container into the ______ structure
that starts the inbound message flow.
A. BAPIMTCS, mBDoc
TCRM20 Unit 9
A. Classical part
B. Extension part
TCRM20 Unit 9
A. Classical part
TCRM20 Unit 9
In the Display BDoc message list, a successfully processed message appears in ________.
Choose the correct answer.
A. Red
B. Yellow
C. Green
TCRM20 Unit 9
In the Display BDoc message list, a successfully processed message appears in ________.
C. Green
TCRM20 Unit 9
During mass data processing, the data is bundled and placed in the __________ in the SAP CRM
system through RFC (MASS_CRM_*).
Choose the correct answer.
A. Outbound queue
B. Inbound queue
TCRM20 Unit 9
During mass data processing, the data is bundled and placed in the __________ in the SAP CRM
system through RFC (MASS_CRM_*).
B. Inbound queue
TCRM20 Unit 9
"The data exchange between the CRM server and the sites is
defined in a replication model."
TCRM20 Unit 9
"The data exchange between the CRM server and the sites is
defined in a replication model."
True
TCRM20 Unit 9
What type of replication object specifies the potential fields for filter criteria?
Choose the correct answer.
What type of replication object specifies the potential fields for filter criteria?
The object-specific function module recognizes whether the same data has already been created by
checking table _____________.
Choose the correct answer.
A. CRMSUBTAB
B. CRMKEY
TCRM20 Unit 9
The object-specific function module recognizes whether the same data has already been created by
checking table _____________.
A. CRMSUBTAB
Unit 10: CRM Middleware Operations
Lesson Objectives
After completing this lesson, you will be able to:
Note:
Your instructor has deregistered the inbound queue of the CRM server. The instructor used
transaction SMQR and deregistered the queues R3AD*. This will prevent any SAP ERP to SAP
CRM delta.
TCRM20 Unit 10 Exercise 29
Task 2
Inbound processing has been interrupted. Find the relevant queue and data contained in a
logical unit of work (LUW).
1. Because the inbound processing has not yet taken place, you can view the relevant
inbound queue (open a new session).
Try to find the data contained in a LUW.
The queue name is R3AD_CUSTOME0000xxxxxx (xxxxxx stands for your customer
number). Queue names are controlled by the CRM server applications. Because
TCRM20 Unit 10 Exercise 29
Task 3
Activate the queue for your business partner manually.
1. Activate the queue for your business partner and check if the activation caused the
update to succeed.
Task 4
Task 5
TCRM20 Unit 10 Exercise 29
Task 6
1. Try to reprocess your BDoc. Enter the copied BDoc ID number on the selection
screen. Refresh the screen. Check what happens.
Task 7
1. Change the business partner ##XChange Corp. again. This time, add the region
ZZZ. Make this change from the CRM transaction BP in the change mode. To make
sure we do not have a locking issue, exit from transaction VD02 in ERP.
TCRM20 Unit 10 Exercise 29
Task 8
Check whether the business partner has the new region ZZZ in the SAP ERP system now.
If it is not there, perform an extensive error tracking.
1. Check if the business partner is updated with region ZZZ in the SAP ERP system.
Note:
Your instructor has deregistered the inbound queue of the CRM server. The instructor used
transaction SMQR and deregistered the queues R3AD*. This will prevent any SAP ERP to SAP
CRM delta.
TCRM20 Unit 10 Solution 29
b) On the Customer Change: Initial Screen, enter the customer number xxxxxx in
the Customer field and choose Enter.
c) On the Change Customer: General Data screen, on the Address tab page,
change Post Code from 75050 to 75051.
f) On the Open business partner screen, enter the business partner number
xxxxxx in the Business Partner field and choose Enter.
g) Choose theSwitch between Display and Change pushbutton for the change
mode.
Task 2
Inbound processing has been interrupted. Find the relevant queue and data contained in a
logical unit of work (LUW).
1. Because the inbound processing has not yet taken place, you can view the relevant
inbound queue (open a new session).
Try to find the data contained in a LUW.
TCRM20 Unit 10 Solution 29
e) Choose the Display LUW pushbutton. The LUW contains the data in a BAPI
structure.
TCRM20 Unit 10 Solution 29
Task 3
Activate the queue for your business partner manually.
1. Activate the queue for your business partner and check if the activation caused the
update to succeed.
a) Choose MiddlewareMonitoringQueuesDisplay Inbound RFC Queues
(transaction SMQ2).
f) Check if your change can be seen in the SAP CRM system by choosing Master
dataBusiness PartnerMaintain Business Partners (BP).
The data has not changed.
Task 4
c) Identify the BDoc with the data of your business partner (look at the queue
name).
h) On the Display BDoc Messages screen, select your BDoc and choose Error.
Among some warnings, you find the following error message: Business Partner
<customer number> is currently being processed by <your user name>.
TCRM20 Unit 10 Solution 29
Task 5
1. Perform the action suggested by the error message and exit from the locking
situation.
a) In the SAP CRM system, execute transaction BP.
b) Use the Back pushbutton to leave the transaction. You do not need to save.
Task 6
1. Try to reprocess your BDoc. Enter the copied BDoc ID number on the selection
screen. Refresh the screen. Check what happens.
a) Choose MiddlewareMonitoringMessage FlowDisplay BDoc Messages
(transaction SMW01).
TCRM20 Unit 10 Solution 29
c) Check if the change is now displayed for your business partner. The change
should be displayed now.
Task 7
TCRM20 Unit 10 Solution 29
Task 8
Check whether the business partner has the new region ZZZ in the SAP ERP system now.
If it is not there, perform an extensive error tracking.
1. Check if the business partner is updated with region ZZZ in the SAP ERP system.
TCRM20 Unit 10 Solution 29
f) Choose the Receivers pushbutton and then the Choose Layout pushbuttonto
show the errors.
Note that the other sites are for the Groupware adapter, which is not installed in
our system; so no response is generated, which normally results in a yellow status.
TCRM20
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
Create a request
TCRM20 Figure 172: Data Consistency Unit 10 Lesson 3
TCRM20 Figure 173: Data Integrity Manager Unit 10 Lesson 3
TCRM20 Unit 10 Exercise 30
1. Create a DIMA instance filtering on your specific customer. Check whether the
business partneris created in the SAP ERP system. Use the information in the
following table:
Field Name or Data Type Values
DIMA Instance Group##
TCRM20 Unit 10 Exercise 30
1. Create a DIMA instance filtering on your specific customer. Check whether the
business partneris created in the SAP ERP system. Use the information in the
following table:
Field Name or Data Type Values
DIMA Instance Group##
TCRM20 Unit 10 Solution 30
c) Choose Continue.
f) When you have finished using the wizard, choose the Complete pushbutton,
which will execute DIMA.
TCRM20 Unit 10 Solution 30
b) Double-click the 1 object exists in both systems folder. The results show that BP
exists in both SAP CRM and SAP ERP.
b) Choose the Refresh pushbutton, and then select the red status light.
c) Scroll to the right on the revised results row and click the checkbox for the
messages. It should say ZZZ does not exist in SAP ERP.
TCRM20 Figure 174: Explicit Requests for Individual Data Unit 10 Lesson 3
TCRM20 Figure 175: Create Request Unit 10 Lesson 3
TCRM20 Figure 176: qRFC Request for Business Adapter Unit 10 Lesson 3
Objects
TCRM20 Unit 10 Exercise 31
2. Open the Request header folder branched to the Request detail. Use the data in the
following table:
Field Value
Request Name CR500GR##
TCRM20 Unit 10 Exercise 31
4. Verify that the information of the ERP customer is updated with the Region ZZZ.
TCRM20 Unit 10 Solution 31
a) Choose Save.
4. Verify that the information of the ERP customer is updated with the Region ZZZ.
TCRM20 Unit 10 Solution 31
Summary
You should now be able to:
Lesson Objectives
After completing this lesson, you will be able to:
Summary
You should now be able to:
A. yellow
B. green
C. red
TCRM20 Unit 10
B. green
TCRM20 Unit 10
BDocs in the error status should be marked __________ to avoid reprocessing, which might lead to
inconsistencies.
Choose the correct answer.
A. reprocess
B. deleted
BDocs in the error status should be marked __________ to avoid reprocessing, which might lead to
inconsistencies.
B. deleted
TCRM20 Unit 10
Which compare is used to compare all the data of an object instance found in both the SAP CRM
database and the SAP ERP back-end database?
Choose the correct answer.
A. Header
B. Detailed
TCRM20 Unit 10
Which compare is used to compare all the data of an object instance found in both the SAP CRM
database and the SAP ERP back-end database?
B. Detailed
TCRM20 Unit 10
A. R3AM1
B. R3AR3
TCRM20 Unit 10
B. R3AR3
TCRM20 Unit 10
Which logic is used whenthe filter condition on the same field of the same table are combined?
Choose the correct answer.
A. OR
B. AND
C. IF
D. THEN
TCRM20 Unit 10
Which logic is used whenthe filter condition on the same field of the same table are combined?
A. OR
TCRM20 Unit 10
Lesson Objectives
After completing this lesson, you will be able to:
It works bilaterally. This means that business objects (data) can be exchanged
between the SAP CRM system and external systems.
It uses the two standard formats, Extensible Markup Language / Simple Object
Access Protocol (XML/SOAP) and Application Linking and Enabling / Intermediate
Document (ALE/IDoc).
Create a site
Transaction SMOEAC: Site with the site type External Interface for IDocs with
maintained partner profile
Create a site
Transaction SMOEAC: Site with site type External Interface for XML and assign HTTP
destination
- SAP CRM HTTP port setting is done by using transaction SMICM and
choosing GotoServices.
TCRM20 Unit 11 Exercise 32
1. Is a logical system name created that can be used in the ALE model as receiver
system?
TCRM20 Unit 11 Exercise 32
4. Optional: If you want to know to which physical path the logical path is assigned,
select the entry EDI_GLOBAL_PATH in the table on the right-hand side and choose
the Assignment of Physical Paths to Logical Paths node in the dialog tree on the left-
hand side.
Task 2
Create a site of the External Interface for IDocs type.
1. Start the administration console and create a new site with the name CR500-##.
TCRM20 Unit 11 Exercise 32
Task 3
Task 4
1. Change the P.O. Box number in the address data of your business partner
##XChange Corp. in the SAP CRM system.
Task 5
Task 6
TCRM20 Unit 11 Exercise 32
1. Is a logical system name created that can be used in the ALE model as receiver
system?
TCRM20 Unit 11 Solution 32
b) Open the File node in the navigation tree on the left-hand side. Double-click XIF-
Port.
c) On the right-hand side, you find detailed information about the receiver port.
The IDocs are written to the logical path EDI_GLOBAL_PATH.
4. Optional: If you want to know to which physical path the logical path is assigned,
select the entry EDI_GLOBAL_PATH in the table on the right-hand side and choose
the Assignment of Physical Paths to Logical Paths node in the dialog tree on the left-
hand side.
a) Choose the Position pushbutton.
TCRM20 Unit 11 Solution 32
c) Open the Syntax Group Definition node in the navigation tree on the left-hand
side.
d) Choose the Position pushbutton and select Windows NT as the syntax group.
b) Open the Partner Type LS (Logical System) node in the navigation tree on the
left-hand side.
b) You find the receiver port XIF-PORT and the IDoc type
CRMXIF_PARTNER_SAVE_M01 on the Outbound Options tab page. So, for
logical system XIF-SYSTEM, outbound parameters are defined.
TCRM20 Unit 11 Solution 32
Task 2
Create a site of the External Interface for IDocs type.
1. Start the administration console and create a new site with the name CR500-##.
a) Execute transaction SMOEAC.
b) To create a new site, choose Sites as the object type and choose the Create
Object pushbutton (F6).
c) Enter the name CR500-## and a description, and choose the site Type as
External Interface for IDocs.
d) For site attributes, choose the Site Attributes pushbutton and select EDI partner
number as XIF-SYSTEM and EDI partner type as LS.
Task 3
Task 4
1. Change the P.O. Box number in the address data of your business partner
##XChange Corp. in the SAP CRM system.
TCRM20 Unit 11 Solution 32
c) On the Change Organization: 100291 screen, choose the PO Box field and then
choose DisplayChange . Enter 123 in the PO Box field.
Task 5
c) On the Display BDoc Messages screen, under BDoc Message Instance, enter
BUPA_MAIN in the BDoc Type (Generation Name) field.
d) Choose the Execute pushbutton. Select an error status and choose the
Receivers pushbutton.
e) View the error messages for the error status. You will find a new receiver of site
type XIF_IDOC.
Task 6
Summary
You should now be able to:
Which of the following transactions is used to define a Remote Function Call destination for outbound
processing?
Choose the correct answer.
Which of the following transactions is used to define a Remote Function Call destination for outbound
processing?
Lesson Objectives
After completing this lesson, you will be able to:
Task 1
In the SAP CRM system, verify that the SAP NetWeaver BW team has installed business
content related to activities, and that the metadata for the BW Adapter for the data source
0CRM_SALES_ACT_1 is active.
TCRM20 Unit 12 Exercise 33
Task 2
1. Review the mapping logic from the fields on the BDoc to the fields required by the
SAP NetWeaver BW team as a part the SAP NetWeaver BW data source
0CRM_SALES_ACT_1.
Task 3
Review the data in the outbound queue. Use the SAP NetWeaver BW-specific transaction
RSA7 to do so.
Task 1
In the SAP CRM system, verify that the SAP NetWeaver BW team has installed business
content related to activities, and that the metadata for the BW Adapter for the data source
0CRM_SALES_ACT_1 is active.
TCRM20 Unit 12 Solution 33
Task 2
1. Review the mapping logic from the fields on the BDoc to the fields required by the
SAP NetWeaver BW team as a part the SAP NetWeaver BW data source
0CRM_SALES_ACT_1.
a) Execute transaction BWA1.
TCRM20 Unit 12 Solution 33
d) On the Mapping tab page, analyze the mapping of BDoc to the extract structure
field.
Task 3
Review the data in the outbound queue. Use the SAP NetWeaver BW-specific transaction
RSA7 to do so.
c) On the Display data entries screen, choose the Execute pushbutton and review
the outbound queue.
Summary
You should now be able to:
In the case of SAP CRM, what does the business content consist of for BDoc mapping?
Choose the correct answer.
B. Cubes
C. Data sources
In the case of SAP CRM, what does the business content consist of for BDoc mapping?