CRB Integration: CRM-ISU

Since there seem to be a new post every day for basic setup of ISU integration with CRM, here is one thread which provides links to the documents in the service marketplace and elsewhere.
Most of these documents are directly available at the Utilities page on the Service Marketplace https://service.sap.com/utilities
Choose 'SAP for Utilities - Product Information' then 'SAP CRM for Utilities' and lastly click on 'Cookbooks & Guidelines' as shown below
New 12-15-2013
CRM for Utilities Overview
https://service.sap.com/~sapidb/002007974700000213002013E/CRM_Utilities_2013.pdf
New 03-27-2013
WebClient UI Style Guidelines - great resource for understnading how to develop user interfaces in ICWC
http://www.sapdesignguild.org/resources/uiguidelines.asp
New 06-14-2012
Best Practices - Setting Up a Best Run Interaction Center with SAP for Utilities
https://service.sap.com/~sapdownload/011000358700000669512012E/SettingupaBestRunIC.pdf
New - 05-14-2013
The Utilities Check Cockpit
This link only works for internal SAP folks, sorry. https://service.sap.com/~sapdownload/011000358700001040272011E
Here is link for the help for the check cockpit. Utilities Check Cockpit - Functions for the Utilities Industry - SAP Library
New - 11-14-2011
Link: [Defining Products and Packages|https://service.sap.com/~sapdownload/011000358700001236052011E/Pakete_Definition_e.pdf]
Link: [Selling products and packages|https://service.sap.com/~sapdownload/011000358700001235842011E/Pakete_Verkauf_e.pdf]
Link: [Products and Product Packages|https://service.sap.com/~sapdownload/011000358700001424402010E/Final-Produktpakete_EN.pdf]
Link: [Error handling with replication of contracts and TMD|https://service.sap.com/~sapdownload/011000358700004455162003E/Errorhandling_IS_U_CRM_e.pdf]
Link: [Using ISU Master Data Templates|https://service.sap.com/~sapdownload/011000358700000623432005E/Cookbook_MDT_e_140507.pdf]
Link: [ISU Setup Load Guide for Business Agreements/Contract Accounts|https://service.sap.com/~sapdownload/011000358700001088262009E/SDG_busagrmnt_contrtacc_e.pdf]
Link: [ISU Setup Load Guide for BP relationships|https://service.sap.com/~sapdownload/011000358700000347572009E/SLG_GP_rel_Partner_roles_e.pdf]
Link: [ISU specific Business Partner Load Setup|https://service.sap.com/~sapdownload/011000358700001064192007E/SLG_GP_ISU_V2.pdf]
Link: [ISU-CRM Contract Integration - Contract Management|https://service.sap.com/~sapdownload/011000358700001143442009E/ContrIntegr_021009_e.pdf]
Link: [ISU-CRM Marketing Integration|https://service.sap.com/~sapdownload/011000358700000503312010E/Cookbook_Marketing_2007_e2.pdf]
Link: [Master Agreements in Sales Processing for C&I|https://service.sap.com/~sapdownload/011000358700000159352009E/Rahmenvertraege_CRM2007_e.pdf]
Link: [Quotation Calculation in Sales Processing for C&I|https://service.sap.come/~sapdownload/011000358700000483592009E/Kalkulation_CRM70_Gesamt_e.pdf]
Link: [Replication of BP Contacts to CRM Activities, Interaction Records|https://service.sap.com/~sapdownload/011000358700000646422009E/Replication_BP_Contacts.pdf]
Link: [Replication of Technical Objects - Connection Object, Premise, Point of Delivery|https://service.sap.com/~sapdownload/011000358700001988852008E/TechnicalObjets_KW_261108.pdf]
Link: [Archiving ISU/CRM Objects|https://service.sap.com/~sapdownload/011000358700000732942010E/Utilities_CRM_Archiving.pdf]
Link: [Utilities Process Framework|https://service.sap.com/~sapdownload/011000358700001113322009E/Utilities_Prozess_FW_en.pdf]
Link: [Replication of ISU Price data|https://service.sap.com/~sapdownload/011000358700000042352009E/MDG_Preisreplikation_e.pdf]
Link: [Usage of ISU Consumption Profiles|https://service.sap.com/~sapdownload/011000358700000065322009E/Profile_e_final.pdf]
Link: [SAP Help - CRM with SAP for Utilities|http://help.sap.com/saphelp_crm700_ehp01/helpdata/en/46/66235fc77c453a8696f76c66e8014c/frameset.htm]
Link: [Performance of Initial Download from ERP into CRM for ISU|https://service.sap.com/~sapdownload/011000358700000101082010E/Perf_Initial_Download.pdf]

Hey Bill, thanks for the links. Question - is the Utilities Check Cockpit available externally? I try the link but receive an authorization issue using my new S-id
I am trying the following link:
https://service.sap.com/~sapdownload/011000358700001040272011E
Thanks,
James

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Crm -isu integration , regulated scenarion

hello all ,
we are in process of crm isu integration for regulated scenario .
crm 2007 / ecc 6 isu
currently
bp and BA are getting replicated .
we are in process of replicating technical master data .
however i need to know
as we are in regulated market in india , isu guys are not creating/ using pod ,
my questions is whether we can manage without pod , and still do move in and other process from crm.
regards
hemant

hello Fritz ,
thanks for the anwer ,
i am successful to download , technical objects from isu to crm ,
however not able to do so from crm to isu .
i have following doubts
1) technical data upload thru contract or individual ?
i have done settings for individual .
2)when i go and create technical object from crm ui
i get following message in ui , however data is getting saved ,but was not getting tranfered to isu.
An error occurred during event processing in view SOToolbar.htm1 of &2 &3
An exception has occurred Exception Class CX_CRM_UI_DC_PARAM_NOT_DEFINED - Exception CX_CRM_UI_DC_PARAM_NOT_DEFINED occurred (program: CL_CRM_UI_F_CUCODATACONTE_IMPLCP, include: CL_CRM_UI_F_CUCODATACONTE_IMPLCM001, line: 15).
Method: CL_CRM_UI_F_CUCODATACONTE_IMPL=>IF_CRM_UI_DATA_CONTEXT~SET_ENTITY
Source Text Row: 15
however the data is saved ,
now when i got ib53 and check ,
the componenet details of the isu connection object is blank.
also nothing is created in backend , also no bdoc error.
seems difficult
awaiting your valuable reply

"I" transactions for CRM-ISU connection

I am trying to further restrict my standard role that we use for the CRM-ISU connection. I have everything working except I have to add a seperate S_TCODE object with I* in order for the connection from CRM to ISU to work. Does anyone know which specific "I" transactions this would be using? Considering there are 9,204 of them, I would just leave it with an asterisk but mgmt wants it more restricted. Any help would be greatly appreciated. Thanks Andy

These are the transactions needed; IC_LTX - IC integration
IC_LTXE - IC integration
ISU_CRM_IL_REMOTE - Dummy for Remote IL Access

Integrating CRM On Demand /JDEE

Hello Experts,
We have a requirement of integrating CRM On Demand and JDEE with SOA Suite as an middle ware.
For initial development phase we have attempt to log in to CRM OD and able to create a Session ID and log out using JAVA code available @ http://www.webbasedcrmsoftware.com.au/crm-on-demand-tutorials/65-java-access-to-crm-on-demand
When we run the same log in java code from the SOA BPEL @ http://www.oracle.com/technetwork/topics/ofm-siebel-blog-postings-092216.html
String sessionString = "FAIL";
String wsLocation = "https://yourinstance.crmondemand.com/Services/Integration";
String headerName;
try
// create an HTTPS connection to the OnDemand webservices
URL wsURL = new URL(wsLocation + "?command=login");
HttpURLConnection wsConnection = (HttpURLConnection)wsURL.openConnection();
// disable caching
wsConnection.setUseCaches(false);
// set some http headers to indicate the username and password we are using to logon
wsConnection.setRequestProperty("UserName", "myusername");
wsConnection.setRequestProperty("Password", "myencryptedpassword");
wsConnection.setRequestMethod("GET");
// see if we got a successful response
if (wsConnection.getResponseCode() == HttpURLConnection.HTTP_OK)
// get the session id from the cookie setting
for (int i=0; ; i++)
headerName = wsConnection.getHeaderFieldKey(i);
if (headerName != null && headerName.equals("Set-Cookie"))
// found the Set-Cookie header (code assumes only one cookie is being set)
sessionString = wsConnection.getHeaderField(i);
break;
String formattedID = sessionString.substring(sessionString.indexOf("=")+1,sessionString.indexOf(";"));
setVariableData("SessionID",formattedID);
//System.out.println("Session ID: " + sessionString);
catch (Exception e)
System.out.println("Logon Exception generated :: " + e);
we are not able to get session ID :(
Are we missing some thing :( like importing CRM-OD certificate to Weblogic Server?
Please some one guide me

So does it work on one server and not the other?
Also -
String wsLocation = "https://yourinstance.crmondemand.com/Services/Integration";
wsConnection.setRequestProperty("UserName", "myusername");
wsConnection.setRequestProperty("Password", "myencryptedpassword");
You are changing these in your code - correct?

GIS integration with ISU

Hi,
Does anyone has any step wise ( high level) document for the GIS integration with ISU ) billing side only.
Thanks,
DK

Hi Rgdasari,
SAP always recommends to use the most recent release of the frontend components, including the connectors. Hence you should get the most recent release of JCo - SAP JCo Release 2.1.6.
You can download it from http://service.sap.com/connectors - you will need to provide your SAP Service Marketplace User/Pass.
Regards,
Mustafa.

What is CRM ISU?

Hi,
I am new to SAP CRM. I have come across the term CRM ISU.
Kindly explain this term and if we have some document/s on it kindly send it to [email protected]
Thank you.

Hi
Look at<a href="http://help.sap.com/saphelp_utilities472/helpdata/en/c6/4dce68eafc11d18a030000e829fbbd/frameset.htm">http://help.sap.com/saphelp_utilities472/helpdata/en/c6/4dce68eafc11d18a030000e829fbbd/frameset.htm</a> maybe it helps you.
Regards.
Manuel

CRM -ISU bp replication

HELLO ALL ,
WE ARE TRYING TO
synchronize CRM - Isu master data , business / technical master data.
In this -CRM to ISU
1) BP sync
2)businees agrement sync
3) technical data
4) contract sync
now my first problem is
when i am creating bp
step 1 ) create bp in role bp gen ........*outcome* bp getting repleicated to isu in bp gen ....same no range ..pide setting maintained classification b ... accnt group ...SOLD TO PARTY ...
step 2) extending role to sold to party ....out come in smw01 ...i am getting error as ..No matching standard customer exists for business partner 7000000017 (role Contract part.)...
in isu ...we have maintained in sap utilities *masterdata * business partnersetting for creating standard busines partnermaintian para for ref bus partner *-
ROLE CAT --MKK ......REF CUST -7000000004
AWAITING YOUR KIND REPLY ..........

I'm assuming you have followed "IS-U specific set-up and load guide for business partner ". Make sure you have maintained ISU table T077D entry. For account group that you are maintaining for replication, you need to mention CRM role (sold-to-party) in this table.

Middleware configurations between CRM-ISU

We are in process of connecting ISU with CRM . Could any one tell the step by step middleware configurations required to integrate CRM-ISU .
Regards,
SAP CRM

Connecting CRM to any R3 (Type) system is similar. You can refer config guide C71 (connectivity)
http://help.sap.com/bp_crmv250/CRM_DE/BBLibrary/Documentation/C71_BB_ConfigGuide_EN_US.doc
refer Best practice documentaion for other related docs - http://help.sap.com/bp_crmv250/CRM_DE/index.htm
Regards,
Alin

Integrating CRM On Demand with EBS (12.1.3) using BPEL

Hi,
I am working on POC for the integration between EBS and CRM On Demand. We are EBS R12.1.3 and have SOA Suite 10g.
We are planning to use BPEL to do this communication between EBS and CRM OD. Is this something that is possible using BPEL. In additional to BPEL, do we need Java coding or any other language coding?
I donwloaded the Account WSDL from the CRM OD website. Created a new BPEL Process using that WSDL. I read that we need to pass the login credentials using a soap header. Can you please let me know how we can do this in a BPEL Process.
Any pointers would help me alot.
Thanks in advance.
Thanks,
Sreenivas.

Hi,
I found a document about using this feature with EBS 11i. I could not find any document that says it is not supported.
http://simplelogic.in/casestudy/Oracle_EBS_11i_Resumable_Space_Allocation_For_Manufacturing_Sector.pdf
Regards,
Bashar

Integrating CRM fields into a media document

Can anyone direct me to information on integrating specific CRM fields into a media document? I have a marketing subscription website and am trying to implement a simple 'web to print' function for specific marketing materials for my subscribers. I've created the additional fields in the CRM database for photos, etc; however am trying to figure out the best approach for the end result which is inserting their personalized information into the form for printing.
I have access to Adobe CC so if there is a recommended software to create the marketing template that will interface with the CRM database in BC??
Any suggestions are appreciated - thank you.
Jody

Like a mail merge? basically you would be sending out many PDF's with different information per PDF? BC not out of the box, you are going to have to use a HTML to PDF service, there are several out there but they are costly, which is why I didn't use them and did my own. I did something like this for a client where they wanted downloadable PDF's with an admin tool that made the PDF's dynamically. Drop me a private message if you want to know more.
There are also pure javascript to PDF conversation but I found nearly all of them didn't render the PDF's correctly unless the page was really really simple (ie. using no CSS)

Integration CRM / CATS

Hi Experts,
I have problems with the integration to CATS. When creating a service confirmation (status = completed) in CRM 7.0, the system should create a CATS entry in ERP. But in the service confirmation nothing happens (not even an error).
I have done the customizing in CRM (IMG --> CRM --> transactions --> settings for service transactions --> integration) and in ERP (tx SCRM --> settings for service processing --> time sheet integration / controlling integration).
Do I need additional middleware settings? Any idea?
Regards,
Jens

Hi,
Please check
1. Does your item category of Confirmation have Relevant for COST tick
2. Have you run the report which transfers the service relevant settings to ECC
3. Have you assigned the service order and item category relevant for CONTROLLING and COSTING.
4. If you have maintained all the above, then check whether the confirmation is locked in smq1 and smq2 or is it in distribution lock then release the same and check the transaction.
Regards
Surendra More

CRM & ISU information

Dear Experts,
Could you please refer me some usefull study materials on ISU and CRM ( both Technical & Functional ) so that I can get some strong basic knowledge of those area.
Thanks in adv.
A.Miter.

You can start learning CRM with CR 100.
Link :
http://help.sap.com/saphelp_crm70/helpdata/en/19/68a028d02b460fa899066d948ed3ab/frameset.htm

CRM/ISU: Notes (or Texts) at Connection Object Level and replication

Hi there,
I am trying to replicate to CRM (and back to ISU) the Text objects linked against the Connection Object in ISU.
The idea is to have two texts area in the Connection Object in the WebIC that can be replicated back to the related ISU's ones.
The requirement is to replicate those texts (multiline texts, textarea, notes) linked against the Connection Object from CRM to ISU.
The connection object in CRM is a "casted" Individual Object that can be linked against Notes (or Texts), isn't it?
So the IObjects can have a Notes Assignment Block.
The problem is that from an WebIC point of view the Notes Assignment block obviously are not shown.
Have someone of you done something like that before? Any idea?
Thanks.
Regards,
Carlo.

Hey Bill, thanks for the links. Question - is the Utilities Check Cockpit available externally? I try the link but receive an authorization issue using my new S-id
I am trying the following link:
https://service.sap.com/~sapdownload/011000358700001040272011E
Thanks,
James

Integration CRM 7.0 with ERP 5.0

Hi,
I want upgrade my actual system CRM to 7.0, what about the integration with my system ERP 5.0?
Are there any document for know the functionality that should work and not work?
Thanks in advance,
Regards,

Hi,
Please have a look at the Master Guide for CRM 7.0. You can find it in the SAP Service Marketplace at www.service.sap.com/crm-inst -> SAP CRM -> SAP CRM 7.0 -> PLAN -> Master Guide CRM 7.0
This document contains information on dependencies on your existing environment.
For example in Chapter 3 "SAP CRM Scenarios", for ECC it states:
Recommended version: SAP ERP 6.0 EHP 4
Minimum version: SAP R/3 4.6C SP 53
Please refer to this document for the info required.
You may also find some useful information in the product availability matrix at service.sap.com/pam
Replication of data between CRM 7.0 and ERP 5.0 should still work fine.
Although you will be missing some functionality that would otherwise be available with ERP 6.0 EHP 4, such as functionality surrounding the creation of ERP documents from the CRM Web UI.
Best Regards
Gavin

Product change problem dates CRM-ISU

Hello experts,
We have a problem here with the producto change functionality. I will try to explain the problem
As many of you already know, when you execute a product change from CRM, the old position date get expired and the new position start date begins the next day. The data is replicated to ISU and the EVERH is updated (old position date e.g expired 13.08.2009 ). After that, in ISU the information is sent to the distribution company to accept the modification. Once the information is back from the distribution company, the new position is created in the EVERH (e.g start date 23.08.2009) and replicated to CRM.
The problem is that the distribution company takes, for instace, 10 days to give the information back to ISU and therefore a gap date comes up between the end date of the old position (e.g 13.08.2009)and the date that the new position is activated (e.g 23.08.2009). Many errors occurs in ISU due to this gap date
We would like to avoid the date update in ISU when the data comes from CRM, to keep the old position date open in ISU until the activation is accepted. Somebody knows how could I manage not to send the old date to ISU in CRM?
Thanks all in advance. Hope not to be so boring.
Regards

How do you do this change in CRM? Do you do a move-out? When the distribution company confirms do you create a move-in?
Here I´m talking about a product change in CRM. The contract is the same for both positions, only the product is chaged. So there is no move-out for the contract. The flow is as follows:
CRM Product change - ISU EVERH table update (only old position with expired date) - Distribution company confirs modification - ISU EVERH table update (new position for the same contract) - CRM new position activation update
Hope this helps
Thanks in advance

CRB Integration: CRM-ISU

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