Mapping SAP SD Customer Master to SAP CRM Business partner

This post discusses in detail the steps that are required to map the SAP SD Customer Master to SAP CRM Business Partner. At this point, we assume that the basic SAP CRM Middleware settings on both side are done and the basic SAP CRM Customization adapter objects are already run. If you need more information, please visit SAP CRM Training or SAP SD Training

Step 1 : Identify SAP Customer Account Groups in ECC that are in scope of the project
Although this is a business decision, you will have a great role to play in deciding which of the account groups need to be transferred to CRM. Generally SAP ECC will be the leading system ( Revisit the class notes to understand what a leading system is ) – however, not all customer master types need to be moved to CRM. For example, lets say in ECC a Customer Account Group Z001 is created to represent Distributors of PC products and ZCON to represent end users and consumers – If the scope of SAP CRM implementation is only for end users and consumers, then there is no need to get distributors ( Z001 ) into SAP CRM.  Ask your trainer for more examples of business scenarios representing BPs brought in from ECC.

Step 2 : Identify the SAP Number Ranges associated with the account groups identified in Step 1 above.
Let’s say we have identified ZCON as the Customer Account Group that should be transferred over to CRM. (For the purpose of this demo I did create ZCON – If you want to test the same, please create your own customer account groups for greater flexibility in testing). Now the corresponding number range associated with it needs to be identified. You can find this from the Customer Account Group customization of the SAP Customer Master. Ask your trainer to show you where this customization is done. Just to set up a test case without disturbing the existing customers, I have assigned the customer account group Z002 to number range Z1 (500000 -> 599999 ) that I have created

In this case, the account group Z002 uses the number range of Z1. The corresponding number range is associated with the following numbers. The configuration for the same is available right below Customer Account Group definition in Logistics General.

Step 3 : Define similar number ranges in SAP CRM

A similar number range needs to be defined in SAP CRM as well. Goto [BUCF]. You would have to ensure that this is defined to be external. Ask your trainer why this trick is required. This trick is generally used even for SAP SD Customer master migration via LSMW.

Step 4 : Define BP Grouping ID and assign the Number ranges defined in Step 3 to it.

Create a new BP Grouping if required and associate the number range you created in Step 3 to it. For more information on SAP CRM BP Number ranges and SAP CRM BP Groupings visit the respective pages.

Step 5 : Use [PIDE] in ECC to map data from ECC <-> CRM

Ask your trainer to explain what is Classification and why you choose A vs B. Ideally in this case, since we are transferring consumer, we should have used a classification of ‘E’ – which would have created a BP in CRM of type person. But just to make it more generic, we are choosing a classification of ‘A’ which will create a BP of type Organization – which is more common. If you have defined the leading system as ECC, there is generally no need to have CRM-> R/3 mapping for BPs. However, in some cases you might need to do it for specific customers – say Contacts are mostly generated in CRM – you would rather want your contacts to flow down from SAP CRM through to ECC.

Step 6 :Perform the mapping between the SAP Customer Account Group in ECC and SAP CRM BP Roles

This is a trick that most newbies fail to understand. If no special configuration is done, the Customer Account Group Z002 will come and sit in SAP CRM with BP Role Sold-to (Read through SAP CRM BP Roles once again if this is difficult to understand). However, this might not be the case in your scenario and you might want to map it to a different BP Role. Use the FM SAMPLE_FCTMODULE_DE_EIOUT to customize this. You would have to make a copy of this and create a Z FM and associate it with the entry DE_EIOUT in the BTE table TBE34. This could get a little technical in nature – ask your trainer to explain some possible business scenarios – that should be good enough for now.

Step 7 : Perform the mapping for Tax Types/Tax Groups in SAP CRM

We are almost done here – In this step we map the Tax Classification that we see in the SAP ECC Customer master. In the CRM system, goto SPRO-> IMG-> CRM-> Basic Functions->Taxes->Basic Settings->Tax Types and Tax GroupsYou would have to define the Tax Types/Tax Groups by country. You can take the help of SAP FICO consultant here if you are stuck. Also in the next step ( SPRO->IMG-CRM->Basic Functions->Taxes->Basic Settings->Tax Types and Tax Groups ->Assign Tax Groups to SAP ECC Tax Classification for Business Partner ), make sure the corresponding tax classification for SAP Customer Master is set.

Step 7 : Run CUSTOMER_MAIN adapter object.

When performing the test, you might want to make sure that ONLY certain customer account groups ( in this case Z002 ) are passed through to CRM. You can do this in adapter object filter settings. To set filters for CUSTOMER_MAIN, use [R3AC1]. This would update the filters in the backend ECC server. Ask your trainer for more details on filter settings for adapter objects.

Once the desired filters are set, make sure you create some sample customers in ECC ( of type Z002 ) just to test things out and run R3AS in CRM. If the initial load is already running, you will get an error, but if not, you will get a message saying that the object is in running status. Now, go to [R3AM1] to monitor the object by giving the object name You can see if the object is running or has already run. If the object already ran, you can view the BDocs generated or the log.

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