White Paper - CO Integration CRM and R3 - 15feb10

Reusable Components
CO Integration – CRM and ECC

Prepared by: L&T Infotech
Document Number: CRM-2009-0001

White Paper – CO Integration
Feb 2010
Author: Kaushik Sarkar
Table of contents
1.0 Intended Audience 3
2.0 Executive Summary 3
3.0 CO Integration Settings 3
3.1 Setting up Controlling Integration 3
3.2 Replicating Characteristics for CO Integration 7
3.3 Assign Billing units to Sales & Service Organizations 8
4.0 ECC – Internal Order Settings 9
4.1 Configure Internal Order 9
4.2 Settlement Profile 10
5.0 Profit Center Determination 12
5.1 How Profit Center is determined in CRM Integration 12
5.2 Create a CRM function module ZSRV_PRFCNTR_DET 13
5.3 Activate ECC User Exit PCACRM01 – Tx code SMOD 18
5.4 ECC Profit Center Determination Substitution Rules 25
6.0 Monitoring Internal Order Replication in ECC 25
6.1 Transaction code IAOMG 25
L&T Infotech - Confidential Page 2 of 29

Feb 2010
1.0 Intended Audience

This White Paper is targeted at SAP CRM functional & Technical Consultants as
well as ECC CO Consultants.
2.0 Executive Summary

This white paper gives a comprehensive detailing of use of Plants in CRM. This
includes:
 Downloading R/3 Plants into CRM
 Plant as CRM Business Partners
 CRM Tables in which Plants are Stored
 Plants in Customer Masters
 Plants in Material Masters
 Plants in Customer Material Inforecords
 Plant Determination in Sales Transaction using standard R/3 Logic i.e.
Customer Material Inforecord, Customer Master of Ship to Party and Material
Master
3.0 CO Integration Settings
3.1 Setting up Controlling Integration

CRM  Transactions  Settings for Service Process  Setup Time sheet and
Controlling Integration

Feb 2010

Feb 2010
Controlling Type
 Single Object-Controlling: The performance of controlling at CRM single-object

level using a new internal order that was created automatically. This enables
concurrent costings with planned-/actual costs comparison and results analysis
(WIP, accruals, revenue recognition, and so on).
 Mass-Object Controlling: Controlling at an aggregated level using profitability

segments in the Profitability Analysis component (CO-PA) and/or profit center in
Profit Center Accounting (EC-PCA). The actual costs from the CRM confirmation,
and the revenue from CRM billing are posted directly in CO-PA and/or in Profit
Center Accounting.
 Controlling of Account Assignment Object: Costs and revenues are posted to an

existing account assignment object (SAP delivery: Internal order, sales order item,
and PSP element; enhancement IAOM0001), which is entered under Account
Assignment in the CRM service process.
 cProjects: Single-Object Controlling of PS Project: This enables hierarchical

Controlling, concurrent costings with planned-/actual costs comparison and results
analysis (WIP, accruals, revenue recognition, and so on).
Reference Usage:
For subsequent business transactions, you decide whether the costs and revenue should
be posted to the account assignment object of the reference transaction, or to a new
account assignment object:
Copy: The same account assignment object is used.

Ignore: A new account assignment object is created.
For the controlling type Controlling on Account Assignment Object, the Ignore function
setting is limited because account assignment in subsequent business transactions can no
longer be changed.
To enable you to analyze all planned costs, actual costs, and revenues for all of the
business transactions that belong together logically, choose the setting Copy.
Feb 2010
Example
CRM Service business scenario; Single-Object Controlling:
The costs and revenue for a CRM service confirmation should be posted to the internal
order of the service order for which the confirmation is made. To do this, you must
select the Copy setting.
If a new internal order should be created for a CRM return, choose the Ignore setting.
You then have separate cost and revenue controlling for the referenced CRM transaction
and for the return.
Controlling Level
Controlling Level
This determines the Controlling level.
For the Controlling type Mass Controlling, the Controlling level is not relevant.
If you choose Item as Controlling level, this can lead to performance problems with large
volumes of data. We therefore recommend you use Transaction as the Controlling level.
Example
For service contracts, Controlling on item level makes sense.

Feb 2010
3.2 Replicating Characteristics for CO Integration

Once the settings of transaction types and item category and other service
relevant settings are done in CRM they are transferred to ECC.
CRM  Transactions  Settings for Service Process  Integration  Replicate

Service Characteristics Relevant to Controlling

Feb 2010
3.3 Assign Billing units to Sales & Service Organizations
CRM  Master Data  Organizational Management  Cross-System Assignment of

Organizational Units  Assign Billing Units to Service/Sales Organizations

Feb 2010
4.0 ECC – Internal Order Settings
4.1 Configure Internal Order

Controlling  Internal Orders  Order Master Data  Define Order Types

Feb 2010
4.2 Settlement Profile

Controlling  Internal Orders  Actual Postings  Settlement  Maintain
Settlement Profiles

Feb 2010

Feb 2010
5.0 Profit Center Determination
5.1 How Profit Center is determined in CRM Integration
In the sales process and in service processing, the profit center is determined during the
replication into the R/3 System and is stored in the translator. The profit center is
determined according to the following sequence:
1. Default profit center from the material/plant combination if material/plant

information transferred from the CRM (not in service processing) and if it is NOT
an intercompany process.
2. Alternative default profit center: If the profit center from step 1 remains initial,
the dummy profit center from PCA Customizing is set.
3. In SAP enhancement PCACRM01, a user exit is available which provides extensive

options to derive the profit center for the CRM integration. You can
 enhance the transfer structure for the profit center substitution (CH_PCASUB) in
existing fields with information which is required in your substitution routine, but
which is not available in the standard system in table PCASUB.
 set the default profit center directly and dispense with the call of a substitution.
This note 396391 contains example source code of how to use the user exit to call
the substitution that is usually defined via 'substitution for the sales order'. Prior
to that, you can use add your own additional information to table CH_PCASUB to
ensure that all required data is available to your substitution correctly. For this
purpose, implement the advance corrections and activate the user exit in
Transaction CMOD (SAP enhancement PCACRM01)
4. Profit center substitution

Within the CRM integration you can create a PCA substitution (Transaction 0KEM)
and assign it to the controlling area (Transaction KECRM_0KEL). Within this
substitution you can derive the profit center from characteristics of structure

Feb 2010
PCASUB as it is known from the 'substitution for the sales order' in the standard
R/3 System. The reason why a separate substitution has to be created here and
why the rule defined via Transaction 0KEL cannot used is that in the case of calls
from the CRM Server, characteristic values in table PCASUB that are filled by
default within the R/3 System are not filled. If your substitution refers to such
fields, the simple use of your old substitution routine would return incorrect
results. You must therefore create a new substitution routine which can manage
with the small amount of data provided by the CRM Server.
A profit center determined via the substitution overwrites a profit center found in
the user exit.
In intra-company-code processing, these substitution rules make sense if you want

to use a profit center different from the one proposed from the material/supplying
plant combination. The profit center determined by the substitution is used for
the replication of the sales order in the R/3 System and for posting the cost of
sales and the revenues.
In intercompany processing, the substitution rules are necessary to find the selling
profit center. The selling profit center is used for posting the revenues of the
customer billing document. By default, the derivation of the supplying profit
center during the replication of the sales order in the R/3 System occurs from the
material/supplying plant combination. If you want to use another profit center,
you must define and assign the substitution rules in Customizing of Profit Center
Accounting under 'Enterprise Controlling -> Profit Center Accounting ->
Assignments to Profit Centers -> Sales Orders -> Sales Order Substitutions'.
5. `If the profit center is initial after these steps, it is filled via the derivation in CO-
PA. If a found profit center is not valid, the system sets the dummy profit center.
5.2 Create a CRM function module ZSRV_PRFCNTR_DET

Feb 2010
FUNCTION zsrv_prfcntr_det.
*"----------------------------------------------------------------------
*"*"Local Interface:
*" IMPORTING
*" VALUE(LV_OBJECT_ID) TYPE CRMT_OBJECT_ID_DB
*" VALUE(LV_PROC_TYPE) TYPE CRMT_PROCESS_TYPE_DB
*" VALUE(LV_SERVICE_ORG) TYPE CRMT_SERVICE_ORG
*" EXPORTING
*" VALUE(DIS_CHANNEL) TYPE VTWEG
*" VALUE(DIVISION) TYPE SPART
*" VALUE(SALES_ORG) TYPE VKORG
*" VALUE(SERVICE_ORG) TYPE VKORG

Feb 2010
*" VALUE(LV_AC_ASSIGNMENT) TYPE CHAR50

*" VALUE(SALES_DISTRICT) TYPE BZIRK
*"----------------------------------------------------------------------
DATA: lv_guid TYPE crmt_object_guid,

lt_guid TYPE crmt_object_guid_tab,
lt_orgman TYPE crmt_orgman_wrkt,
ls_orgman TYPE crmt_orgman_wrk,
lv_dis_channel TYPE crmt_distribution_channel,
lv_division TYPE crmt_division,
lv_sales_org TYPE crmt_sales_org,
lt_ac_assign TYPE crmt_ac_assign_wrkt,
ls_ac_assign TYPE crmt_ac_assign_wrk,
lt_partner TYPE crmt_partner_external_wrkt,
ls_partner TYPE crmt_partner_external_wrk,
lv_partner_guid TYPE bu_partner_guid,
ls_sales_area TYPE crmt_bus_sales_area,
ls_data TYPE crmt_bus_set0140,
lt_customer_h TYPE crmt_customer_h_wrkt,
ls_customer_h TYPE crmt_customer_h_wrk.
*********************Determine the order Guid based on the transaction number and the
transaction type*********************
SELECT SINGLE guid FROM crmd_orderadm_h INTO lv_guid WHERE object_id =
lv_object_id AND
process_type = lv_proc_type.
APPEND lv_guid TO lt_guid.
***********************Read The Order*************************************

CALL FUNCTION 'CRM_ORDER_READ'
EXPORTING
it_header_guid = lt_guid
IMPORTING
Feb 2010
et_orgman = lt_orgman
et_partner = lt_partner
et_customer_h = lt_customer_h
et_ac_assign = lt_ac_assign
EXCEPTIONS
document_not_found = 1
error_occurred =2
document_locked =3
no_change_authority = 4
no_display_authority = 5
no_change_allowed = 6
OTHERS = 7.
IF sy-subrc <> 0.
* MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
* WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
ENDIF.
****************** Get the sales area details*********************************
READ TABLE lt_orgman INTO ls_orgman WITH KEY ref_guid = lv_guid.

IF sy-subrc = 0.
dis_channel = ls_orgman-dis_channel.
division = ls_orgman-division.
lv_sales_org = ls_orgman-sales_org.
* Get the sales District

READ TABLE lt_partner INTO ls_partner WITH KEY ref_partner_fct = '00000001'.
ls_sales_area-sales_org = lv_sales_org.
ls_sales_area-channel = dis_channel.
ls_sales_area-division = division.
lv_partner_guid = ls_partner-bp_partner_guid.
CALL FUNCTION 'CRM_BUPA_FRG0140_LNK141_READ'

EXPORTING
Feb 2010
iv_partner_guid = lv_partner_guid
is_sales_area = ls_sales_area
IMPORTING
es_data = ls_data
EXCEPTIONS
no_valid_record_found = 1
OTHERS = 2.
IF sy-subrc <> 0.
ENDIF.
sales_district = ls_data-district.
****Convert the Sales organization to R3 org.******
CALL FUNCTION 'CRM_MAPPING_SALES_ORG'

EXPORTING
iv_sales_org = lv_sales_org
CHANGING
cv_vkorg = sales_org
EXCEPTIONS
value_not_found = 1
OTHERS = 2.
IF sy-subrc <> 0.
ENDIF.
ENDIF.
*** convert the Service organization to R3 org.******
IF lv_service_org IS NOT INITIAL.

CALL FUNCTION 'CRM_MAPPING_SALES_ORG'
Feb 2010
EXPORTING
iv_sales_org = lv_service_org
CHANGING
cv_vkorg = service_org
EXCEPTIONS
value_not_found = 1
OTHERS = 2.
IF sy-subrc <> 0.
ENDIF.
ENDIF.
**************Check the account assignment at the header level******************
IF lt_ac_assign IS NOT INITIAL.

READ TABLE lt_ac_assign INTO ls_ac_assign WITH KEY ref_guid = lv_guid.
IF ls_ac_assign-ac_object_type = '03'.
lv_ac_assignment = ls_ac_assign-ac_assignment.
ENDIF.
ENDIF.
IF lv_ac_assignment IS INITIAL.
READ TABLE lt_customer_h INTO ls_customer_h INDEX 1.
lv_ac_assignment = ls_customer_h-zzcustomer_h0401.
ENDIF.
ENDFUNCTION.
5.3 Activate ECC User Exit PCACRM01 – Tx code SMOD

Feb 2010

Feb 2010
*********************************************************************************************
*Determine the Profit Center using Substitution rule
*********************************************************************************************
DATA: lv_prctr TYPE cobl-prctr,
ls_chartab TYPE iaom_object_attribute,
lv_vkorg TYPE vkorg,
lv_vtweg TYPE vtweg,
lv_spart TYPE spart,
lv_bzirk TYPE bzirk,
Feb 2010
lv_bzirk_crm TYPE bzirk,

lv_object_id TYPE char10,
lv_proc_type TYPE char4,
lv_service_org TYPE char14,
lv_ac_assignment TYPE char50,
lv_srv_vkorg TYPE vkorg,
ls_destination TYPE crmrfcpar,
lt_destination TYPE TABLE OF crmrfcpar,
lv_destination TYPE rfcdest,
lv_product TYPE matnr.
.
***********************Get the CRM RFC
destination*******************************************************
CALL FUNCTION 'CRM0_READ_CRMRFCPAR'
EXPORTING
i_consumer = 'CRM'
i_objname = '*'
* I_DOWNLOAD =
* I_RFCDEST =
i_discard_data =''
* I_ACTIVE_CONSUMERS_ONLY = 'X'
TABLES
t_crmrfcpar = lt_destination
EXCEPTIONS
no_entry =1
consumer_not_active =2
OTHERS =3
.
IF sy-subrc <> 0.
ENDIF.
READ TABLE lt_destination INTO ls_destination

WITH KEY consumer = 'CRM'.
lv_destination = ls_destination-rfcdest.
Feb 2010
************************* Get the Sales Organization************************************************

*1. Read the transaction type
READ TABLE t_chartab INTO ls_chartab WITH KEY data_element =
'CRMT_PROCESS_TYPE_CO '.
lv_proc_type = ls_chartab-value.
CLEAR ls_chartab.
*2. Read the Transaction number

READ TABLE t_chartab INTO ls_chartab WITH KEY data_element = 'CRMT_OBJECT_ID_CO'.
lv_object_id = ls_chartab-value.
CLEAR ls_chartab.
*3. Read the Service Organization

'CRMT_SERVICE_ORG_CO'.
lv_service_org = ls_chartab-value.
CLEAR ls_chartab.
*4. Get the Sales Organization, Distribution channel, Division, Service Organization &
* the account assignment of the CRM service transaction from CRM
If lv_object_id is not initial or lv_proc_type is not initial or lv_service_org is not initial.
CALL FUNCTION 'ZSRV_PRFCNTR_DET'

DESTINATION lv_destination
EXPORTING
lv_object_id = lv_object_id
lv_proc_type = lv_proc_type
lv_service_org = lv_service_org
IMPORTING
dis_channel = lv_vtweg
division = lv_spart
sales_org = lv_vkorg
service_org = lv_srv_vkorg
lv_ac_assignment = lv_ac_assignment
Feb 2010
sales_district = lv_bzirk_crm.
ch_pcasub-vkorg = lv_vkorg.
**************************Check the Account

Assignment*******************************************************
IF lv_ac_assignment IS NOT INITIAL.
CALL FUNCTION 'CONVERSION_EXIT_ABPSN_INPUT'

EXPORTING
input = lv_ac_assignment
IMPORTING
output = lv_ac_assignment.
SELECT SINGLE prctr FROM prps INTO ch_prctr WHERE posid = lv_ac_assignment.
ch_call_substitution = ' '.
ENDIF.
**************************Check the Service

Organization****************************************************
*It is recommended that we maintain a Z table entry for the combination of Service Org
and Profit Centre
IF ch_prctr IS INITIAL.
IF lv_service_org = 'O 50001738'.
ch_prctr = 'ESESERV'.
ELSEIF lv_service_org = 'O 50002102' OR lv_service_org = 'O 50002108'.
ch_prctr = 'CNASERV'.
ENDIF.
ENDIF.
************************** Get the Sales

District*************************************************************
*1. Get the sales district from KUNNR table based on the sales area details

Feb 2010
IF ch_call_substitution = 'X'.
SELECT SINGLE bzirk FROM knvv INTO lv_bzirk WHERE kunnr = ch_pcasub-kunnr AND
vkorg = lv_vkorg AND
vtweg = lv_vtweg AND
spart = lv_spart.
IF lv_bzirk IS NOT INITIAL.
ch_pcasub-bzirk = lv_bzirk.
ELSE.
ch_pcasub-bzirk = lv_bzirk_crm.
ENDIF.
************************** Get the Item
Division****************************************************************
*
* ch_pcasub-spart = '10'.
IF im_bukrs NE '4000'.
ch_pcasub-spart = '22'.
ENDIF.
************************* Get the Customer Group

5*************************************************************
IF im_bukrs EQ '4000'.
ch_pcasub-kvgr5 = 'Y05'.
ch_prctr = 'CNASERV'.
ENDIF.
ENDIF.
************************** Get the Material Group 1,2,3,4 & 5 of the Product master*****
DATA: ls_mvke TYPE mvke.

CLEAR ls_chartab.
'COMT_PRODUCT_ID_CO' .
lv_product = ls_chartab-value.

Feb 2010
SELECT SINGLE * INTO ls_mvke FROM mvke WHERE matnr = lv_product AND
vkorg = lv_vkorg AND
vtweg = lv_vtweg.
ch_pcasub-mvgr1 = ls_mvke-mvgr1.
endif.
5.4 ECC Profit Center Determination Substitution Rules
6.0 Monitoring Internal Order Replication in ECC

Feb 2010
6.1 Transaction code IAOMG

Feb 2010

Feb 2010
Note 855906 - BAdI CRM_UPLOAD_CO- changes for CRM Service
Summary
Symptom
The standard behaviour of CRM service documents when transferred to R3 Controlling

does not suit your business scenario. For example, you'd like to create a new internal
order for a follow-up document instead of
posting to the internal order of the originating document.
You'd like to pass a plant or a profit center to CO.
Other terms
CRM_SERVICEORDER_MAP_BDOC2BAPI if_ex_crm_upload_co
Reason and Prerequisites
You want to modify data being transferred from CRM Service documents and R3.
Solution
Please implement the attached coding correction.

Beforehand, please add the following parameter to the method
CHARACTERISTICS_SERVICE_FILL of BAdI CRM_UPLOAD_CO (Transaction SE18):
Parameter CS_SERVCHAR
Type Changing
Tick the boxes 'Pass Value' and 'Optional'.
Reference type BAPISDCOSV.
Save and activate the changes. Make sure that you also regenerate the BAdi. (SE18 -
Utilities(M) - Regeneration)

Feb 2010
As a result of this correction, the methods CHARACTERISTIC_PLANT_FILL and

CHARACTERISTIC_PROF_CNTR_FILL will no longer be called, as
these fields are now available in the changing structure CS_SERVCHAR of the method
CHARACTERISTICS_SERVICE_FILL. The fields in the structure ES_CUSTOMER_SERVICE are
also available in CS_SERVCHAR, so ES_CUSTOMER_SERVICE also no longer needs to be
filled.
Here is some example coding:
1. To remove the reference to the previous item in a service order

DATA: ls_orderadm_h TYPE bad_orderadm_h_mess.
LOOP AT it_message_ext-orderadm_h INTO ls_orderadm_h.

IF ls_orderadm_h-object_type = 'BUS2000116'.
CLEAR cs_servchar-referenced_object_id.
ENDIF.
ENDLOOP.
2. To enter a plant
cs_servchar-plant = '0001'.
3. TO check if the structure cs_servchar contains header or item data
if cs_servchar-item_type is initial.
* header data
else.
*item data
endif.

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Reusable Components

CO Integration – CRM and ECC

Document Number: CRM-2009-0001

L&T Infotech - Confidential Page 2 of 29

1.0 Intended Audience

2.0 Executive Summary

3.0 CO Integration Settings

3.1 Setting up Controlling Integration

L&T Infotech - Confidential Page 3 of 29

L&T Infotech - Confidential Page 4 of 29

 Single Object-Controlling: The performance of controlling at CRM single-object

 Mass-Object Controlling: Controlling at an aggregated level using profitability

 Controlling of Account Assignment Object: Costs and revenues are posted to an

 cProjects: Single-Object Controlling of PS Project: This enables hierarchical

Copy: The same account assignment object is used.

L&T Infotech - Confidential Page 6 of 29

3.2 Replicating Characteristics for CO Integration

CRM  Transactions  Settings for Service Process  Integration  Replicate

L&T Infotech - Confidential Page 7 of 29

3.3 Assign Billing units to Sales & Service Organizations

CRM  Master Data  Organizational Management  Cross-System Assignment of

L&T Infotech - Confidential Page 8 of 29

4.0 ECC – Internal Order Settings

4.1 Configure Internal Order

L&T Infotech - Confidential Page 9 of 29

4.2 Settlement Profile

L&T Infotech - Confidential Page 10 of 29

L&T Infotech - Confidential Page 11 of 29

5.0 Profit Center Determination

5.1 How Profit Center is determined in CRM Integration

1. Default profit center from the material/plant combination if material/plant

3. In SAP enhancement PCACRM01, a user exit is available which provides extensive

4. Profit center substitution

L&T Infotech - Confidential Page 12 of 29

In intra-company-code processing, these substitution rules make sense if you want

5.2 Create a CRM function module ZSRV_PRFCNTR_DET

L&T Infotech - Confidential Page 13 of 29

L&T Infotech - Confidential Page 14 of 29

*" VALUE(LV_AC_ASSIGNMENT) TYPE CHAR50

DATA: lv_guid TYPE crmt_object_guid,

APPEND lv_guid TO lt_guid.

***********************Read The Order*************************************

****************** Get the sales area details*********************************

READ TABLE lt_orgman INTO ls_orgman WITH KEY ref_guid = lv_guid.

* Get the sales District

CALL FUNCTION 'CRM_BUPA_FRG0140_LNK141_READ'

****Convert the Sales organization to R3 org.******

CALL FUNCTION 'CRM_MAPPING_SALES_ORG'

*** convert the Service organization to R3 org.******

IF lv_service_org IS NOT INITIAL.

**************Check the account assignment at the header level******************

IF lt_ac_assign IS NOT INITIAL.

5.3 Activate ECC User Exit PCACRM01 – Tx code SMOD

L&T Infotech - Confidential Page 18 of 29

L&T Infotech - Confidential Page 19 of 29

lv_bzirk_crm TYPE bzirk,

READ TABLE lt_destination INTO ls_destination

************************* Get the Sales Organization************************************************

*2. Read the Transaction number

*3. Read the Service Organization

If lv_object_id is not initial or lv_proc_type is not initial or lv_service_org is not initial.

CALL FUNCTION 'ZSRV_PRFCNTR_DET'

**************************Check the Account

*Read The Order***************

Get the sales area details***************

Convert the Sales organization to R3 org.**

* convert the Service organization to R3 org.****

Check the account assignment at the header level****

* Get the Sales Organization************************