Cleansing cases - CRM 7.0

Hi,
I read that CRM 7.0 has following new features: identify duplicates, create cleansing cases, and merge automatically.
Does anybody know, where I can get more information about this topic?
Thank you in advance!
Best regards
Jasmin Hauser

Hello again!
To be more precise - Identify Duplicates, Create Cleansing Cases, and Merge Automatically are Task-Steps of the Data Quality Administration Task-Type u201CIntegrated Duplicate Checku201D.
Within this Task-Type a whole Target Group can get used and the 3 Task-Steps can run automatically for this Target Group. Itu2019s also possible to schedule this as regularly running Task. In this case not a Target Group but a Profile has to get assigned to the DQA-Task and the first step is the generation of a Target Group out of the Profile.
My recommendation: View this Video: [https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/40bcfd1a-4598-2b10-f590-cb808aa6bc53|https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/40bcfd1a-4598-2b10-f590-cb808aa6bc53]
Best regards
Arno

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Dear Experts,
I have activated Data Cleansing in CRM 7.0 and it is working.
Can anyone advise on the setting or configuration required to get the CRM Data cleansing functionality to copy communication data stored at the relationship from the Source record to the Master record.
Example:
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In order to transfer communication data maitained at the Contact Person relationship level, you have to maintain the required node in transaction BUSWU02: BUP115 Contact's Work Address and BUP120 Contact's Communication Data
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Hi All,
I have followed all of the steps required to merge accounts in the Webclient and have created cleansing cases.
in the transaction BUPA_CLEAR you can drag and drop Business Transactions from Source to Target but how does this functionality work in the Webclient?
I can see a list of my Business Transactions in the Referenced Data for source and target account, but there is only a checkbox to select or unselect, i have tried both and when the merge is run it does not transfer the Business Transactions between accounts.
How do you specify whether the Business Transaction should be transfered to the source or master account?
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Sam

Hi Sam!
I've created a Video describing the Merge Process in Web UI.
[http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true|http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true]
Within the Merge Process you have a 1by1 comparison and all changes you make via the Checkboxes you have to confirm (Confirm-button). This has to be done for every comparison of a Non-Master Record with the Master Record.
The data will get transferred within the Merge-Process.
Best regards
Arno

Cleansing Cases in Webclient UI

Hi All,
I have followed all of the steps required to merge accounts in the Webclient and have created cleansing cases.
in the transaction BUPA_CLEAR you can drag and drop Business Transactions from Source to Target but how does this functionality work in the Webclient?
I can see a list of my Business Transactions in the Referenced Data for source and target account, but there is only a checkbox to select or unselect, i have tried both and when the merge is run it does not transfer the Business Transactions between accounts.
How do you specify whether the Business Transaction should be transfered to the source or master account?
Thanks,
Sam

Hi Sam!
I've created a Video describing the Merge Process in Web UI.
[http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true|http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true]
Within the Merge Process you have a 1by1 comparison and all changes you make via the Checkboxes you have to confirm (Confirm-button). This has to be done for every comparison of a Non-Master Record with the Master Record.
The data will get transferred within the Merge-Process.
Best regards
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Cleansing Cases

Hello Experts,
When I use a DQA task (Variant int. duplicate check) to merge bps, I have the following errors at step 'Merge BPs (automatically)' :
Object cannot be changed using this transaction
Enter at least one number for the business partner
The DQA's first two steps (Identify Duplicates Internally and Create Cleansing Cases) are working great.
Do you know what cause the errors ?
Thank you,
Benoî

Hi Sam!
I've created a Video describing the Merge Process in Web UI.
[http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true|http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true]
Within the Merge Process you have a 1by1 comparison and all changes you make via the Checkboxes you have to confirm (Confirm-button). This has to be done for every comparison of a Non-Master Record with the Master Record.
The data will get transferred within the Merge-Process.
Best regards
Arno

Cleansing cases in WebUI

Hi,
I want create a cleansing case in WebUI. After I defined a master account and started the merge process the non-master account should be flagged for archiving.
But the non-master accounts doesnu2019t have an archiving flag.
I looked blogs, videos, sapnote, u2026 but I didnu2019t find relevant information for this problem. Does anybody know, how I can solve this problem?
We have BBPCRM 6.0.
Thank you in advance!
Best regards
Jasmin Hauser

Hi Sam!
I've created a Video describing the Merge Process in Web UI.
[http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true|http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true]
Within the Merge Process you have a 1by1 comparison and all changes you make via the Checkboxes you have to confirm (Confirm-button). This has to be done for every comparison of a Non-Master Record with the Master Record.
The data will get transferred within the Merge-Process.
Best regards
Arno

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Hello all,
I work with the version CRM 5.0.
I would like to attach a document to a case without using knowledge search document.
Please advice.
Thanks in advance.
Best Regards,
Elsa.

Hi,
Thanks for your reply.
But I want from the Webclient to attach a document saved in my desktop for instance to a case.
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Cleansing Cases: Merge BP

Hi Forum,
do you know if it is possible to reassign service requests when we Merge 2 Accounts ?
I tried but I only see the Ref. Object Address.
Thanks a lot !!!

Dear Gerhard,
thank you for your reply. I checked the suggested notes, but the description doesn't match to the error.
I found a note (609351), which description match to the exiting error. I followed the correction instructions, but there was no error in the programming.
You said, I should check the transation BUSWU02. There are "CLEARING", "CLEAR_REP" and "STD". Please could you tell me what I have to do?
Thank you in advance!
Best regards,
Jasmin

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Hi,
I want to delete or change the data of business partners with bupa_clear. When I tried this per drag and drop I got this error: intern error, ID check/ 69. We have BBPCRM 6.0.
Does anybody know, how I can solve this problem?
Thank you in advance!
Best regards
Jasmin Hauser

Dear Gerhard,
thank you for your reply. I checked the suggested notes, but the description doesn't match to the error.
I found a note (609351), which description match to the exiting error. I followed the correction instructions, but there was no error in the programming.
You said, I should check the transation BUSWU02. There are "CLEARING", "CLEAR_REP" and "STD". Please could you tell me what I have to do?
Thank you in advance!
Best regards,
Jasmin

BP_TASK Data Cleansing

Happy New Year Experts,
I have a question or three for you on Data Cleansing in the Web IC. I will explain what I have done and what I need answers to.
The setup of the Data Cleansing Cases and Account search is fine. We can search for Business Partners and Merge Now or Merge Later and then search for cases if we chose to Merge Later.
When we go into the Case to process it most of the functionality is fine. What isn't ok is this BP_TASK config .
I understand that in order to execute the 'START' button in the Case Processing screens you need to have the Task config setup. I have done this to an extent as described below:
1) Setup Number Ranges - IMG->CRM->Master Data->BP->DQA-> Maintain Number Ranges [Create line 01-0000000001-9999999999]
2) In Task (1003) add the action profile BP_TASK - IMG->CRM->Transactions->Basic Settings->Define transaction types
3) Create job CRM_BUPA_REALIGNMENT (periodic job 5-10 min)
Point 3 is what I am coming unstuck with. I cannot create a periodic job without assiging an ABAP Program to run etc. There is nothing anywhere that says 'use this program or method' when creating the job step.
Secondly, when I select the 'START' button in the Case Processing screen - after confirming the changes, the case errors with a vague message saying the case cannot be saved. However, if I actually hit the 'SAVE' button the case saves and the changes I confirmed are processed between the various accounts. So the whole process is about 95% great and 5% annoying.
Before the questions, all authorisation settings are good as well.
The questions are then:
1) What parameters are required above what I described for the periodic job?
2) Does the 'Task' transaction type need to be in the Business Transaction profile for the specific business role the Data Cleansing functionality is assigned within?
3) Once a task is created, I guess that the job will process these and that a user does not necessarily need to manual process these tasks?
4) Should I change the Action Definition and Condition at all over and above the standard setup that it is currently in?
Any help and guidance would be great - I'm afraid I have 'Wood for Trees' syndrome now
Many Thanks for any assistance.
Regards,
Mat.

Hi Gregor,
I have read your interesting blog. We have a similar kind of data cleansing activity. But when I tried to implement the same, we get a message that the Data Cleansing option is not available for the Insurance industry specific settings. Can you pls help us here ? When I analysed the same the FM 'FKK_CLEANSING_ALLOWED' has a hard coded code element as follows:
*4.71: Event 7500 does not exist yet*
IF 1 = 2.
     REFRESH: t_fbstab[].
     CALL FUNCTION 'FKK_FUNC_MODULE_DETERMINE'
       EXPORTING
          i_fbeve            = gc_event_7500
          i_only_application = gc_x
          i_applk            = applk
       TABLES
          t_fbstab           = t_fbstab[].
     LOOP AT t_fbstab INTO fbstab.
       CALL FUNCTION fbstab-funcc
          CHANGING
            c_cleansing_allowed = cleansing_allowed.
     ENDLOOP.
     IF 1 = 2.
*     für Verwendungsnachweis
       CALL FUNCTION 'FKK_SAMPLE_7500'
          CHANGING
            c_cleansing_allowed = cleansing_allowed.
     ENDIF.
ENDIF.
Our SAP version is as folows:
SAP_BASIS      620         0056 SAPKB62056             SAP Basis Component
INSURANCE     472           0010     SAPKIPIN10     INSURANCE 472 : Add-On Installation
Any help is much appreciated.
Thanks.
I Peter

BP merge functionality in CRM 2007 Web UI - Buswu02 objects

hello champs,
Could any help me out to resolve the below issue:
I have a issue with BP Account merge functionality in crm 2007, I have made the config change to create the cleansing case, create task, triggered the bupa_realign to merge the duplicate customer to Master record.
In this case, Task is created and transferring the BP master data and marked the duplicate BP to to be archived but the issue is, we do want to transfer the service tickets from duplicate customer to master customer.
I have also check all the setting in buswu01 and buswu02 (clear and clear_rep variants), for me its looks every thing fine but service ticket are not transferred to master account.
It would be great help if any one help to resolve the issue! Thanks a lot in advance.
Regards
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This question has been resolved by me only, we have implemented the BP merge functionality with web ui crm 2007.
And
It was the issue with objects maintenance in tran buswu01 and transportation to testing client and other systems.
now BP merge fun. works fine:
to config:
User the BP merge funn. in web ui.
Assign the Task for merging the BP's
Maintain the all relevant object to transfer.
which will trigger a batch job and will transfer all the transact from duplicate account to master account and will mark the duplicate account to Archive.
any ho thanks for all your suggestions and help.
regards
praveen

Duplicate Check Function in CRM when creating new BPs?

Hi
Three questions:
1. does anyone know if there is some standard way in CRM (we are on CRM5.0) to enable a duplicate check to happen when a new business partner is created - one that will warn that a similar BP already exists when the user goes to save (or even better, when part way through creation)? I have already looked into using the data cleansing cases in CRM, which is ok for existing duplicate records, but doesn't help with stopping them being created in the first place.
2. Is there a standard function/report available that will go through the database and identify any potential duplicate records? Or, does anyone know of some standard function calls/bapis etc that can be used by our developers to design something to do this for us?
3. Failing the above two, are there any recommendations out there for 3rd party add-ins for address/duplicate checks?
Any insight would be most gratefully received!
Regards
Cara

Hi Cara
SAP Business Address Services (BAS) is used for maintaining BP address data.
You can maintain any number of addresses for each business partner. One address per business partner is always flagged as being the standard address. You can define address usages by assigning the different addresses to the relevant business processes.
Postal data and information on different communication types, such as phone numbers, fax numbers and e-mail, can be assigned to the address. If you have only the name and the (mobile) phone number of a business partner but you donu2019t know the address, you can create a BP with this address-independent communication data.
Now Answer to your question
A postal validation for the postal code, the city and the street can be carried out by checking against the SAP Regional Structure. You can also use external software for postal validation, checks for duplicates, and error-tolerant searches. (For more information, please see SAP Note 176559.)
The following are examples of possible checks:
Postal codes, cities and streets, and combinations of all of them are checked for consistency. During the check, missing elements are added. For example, if you enter only the city, the postal code is added.
When you create and change a business partner, several phonetically similar, existing BPs are proposed for comparison purposes.
This prevents you from creating the same partner more than once.
Please let me know if this answered your questions.
Regards
Dinesh

Dependencies visible in Web UI for Data Cleansing

Hi All,
My client is using the functionality Data Cleansing and we are implementing CRM 2007. As of CRM 2007 we now have two variants in BUSWU02 - CLEARING and CLEAR_REP. The dependencies(objects) defined in CLEARING are visible in the web UI.
and objects defined in CLEAR_REP are not visible in the Web UI.
I need to see the object -Business Transaction in the web UI in the Data Cleansing Case page. For this i have added the object Business Transaction in BUSWU02 under variant CLEARING and removed it from CLEAR_REP. It is also actviated in BUSWU01 to be picked up in Data Cleansing. The problem is the Business transactions are still not visible in the Web-UI.
Anybody who faced this problem before, please do let me know the solution to this.
Thanks in advance
Shiloo

Dear Shiloo,
please see information given in note 900293 (especially point 4) and 1055480. Hopefully they are able to help and get your customizing correct!
Regards, Gerhard

Data cleansing: Clipboard error when using bupa_clear

Hello,
When using BUPA_CLEAR transaction to process cleansing cases, dragging and dropping some objects from one BP to another produces the message "Clipboard does not contain any data" and the object is not copied to the new BP.
An example:
BP 1 has a folder 'Business Transactions' with sub-folders 'CRM Service Processes' and 'CRM Business Activity'. The 'CRM Service Processes' contains 1 service ticket object. the 'CRM Business Activity' contains 1 interaction record object. The other main level folders are Address Usage and Sales Classification.
BP 2 only has 'Address Usage' and 'Sales Classification' folders as it has no interactions or tickets against it.
When dragging and dropping the folder 'Business Transactions' (or any of it's sub-folders/objects) from BP1 to BP2, I get the message 'Clipboard does not contain any data'.
Is there a fix or workaround to this? Or am I doing something wrong?
Any help is greatly appreciated,
-Alan

Found out the simple answer to a dumb problem:
You must drag-and-drop the ICON (Folder icon, document icon) of the object that you are moving, not just the text of the object. Dragging the icon will highlight the icon and the name of what you are trying to move and it will then move to the appropraite folder without giving the clipboard error.

Cleansing cases - CRM 7.0

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