Creating an ERP Sales Order as Complaint Follow-on document

Is it possible to create a CRM complaint object and then have a follow-up document be the ERP sales order? We are able to create the ERP sales order directly via the CRM Web-Client, but I haven't been able to determine if we can then leverage the ERP sales order creation directly in the web-ui as a follow-on document.
If anyone can help, I would greatly appreciate it.
Thanks,
Darcie

Darcie,
Did you get a chance to review these SAP Notes -
889051 - Scenario A: Overview and settings and
888665 - Scenario A: Customizing settings
I think with a combination of copy controls and the above SAP Notes you can create ERP Sales orders as follow-up to complaints. I have not tried this though.

Similar Messages

How to create an ERP Sales Order in CRM by referring to CRM Quotation

Hello Experts:
My requirement is as follows:
I have done the replication of customers and materials between ECC and CRM.
I need to create a quotation in CRM and create a follow-up transaction as ERP Sales Order within CRM.
My question is: how do i link the CRM quotation and ERP Sales Order within CRM?
In other words, Once I save the CRM quotation, I need to be able to create an ERP Sales Order within CRM through a follow-up transaction...
Hope I made myself and the question very clear?
Kindly help.
Many thanks and regards,
VSK.
Edited by: venkatskumar on Feb 11, 2011 6:57 PM

Dear,
we faced same situation in ALmansour motors comp. , but we tried to create CRM/Qoutation and replicate it to ERP
and after that we created ERP Sales order () with refrence to our ERP/Qout., the sales order will be replicated automaically to CRM again with same no. () and linked with ERP qoutation which have the same CRM qoutation no(*).
(*) i think after qoutation replication you can use transc. launcher to create ERP sales order through CRM screen.
(**) you have to handle the no ranges for Q. and sales order on both servers to be matched
Note :
to replicate CRM qoutation, be care this configration point,
CRM qout. item category>> ... >> customizing at item level (Qout. Data .. Releveance for Qout.) = 3 initially a sales/service trans.
I hope to it would be useful
سبحان الذي علمنا هذا

Creating ERP Sales order with reference to CRM Service Order

Hello all,
I am trying to create an ERP Sales Order from CRM. If Icreate the Sales Order manually, it is working correctly but, if I try to create the ERP Sales Order as follow-up document for the CRM Service Order, it is not working.
I have defined the Cross-system Copying of Transaction Types, byt the ERP sales order is not shown as possible follow.up doc from the CRM Service Order. Does anyone know if it is possible?
Additionally, I would need to create CRM Sales Orders in reference to ERP Sales Order. Is there any way to do it??
Thanks in advance and Regards,

Hi Oliver,
Rajendra answer is correct.
The SAP Standard integration Scenario creates a ERP sales order for all the salesitems in the serviceorder.
Without items no salesorder is created in standard.
Maybe you could realize your requirement with own coding when you save a new service order or by button - click.
I realized something similar some weeks ago. One hind: It is helpfull to maintain a ztable where you store which CRM serviceorder is linked to which sales orders.
Kind regards.
Manfred

The IC WebClient profile does not have a component 'ERP Sales Order'

Hi CRM Experts,
While creating the ERP Sales Order in web-IC
we have bumped into following error:
"The IC WebClient profile does not have a component 'ERP Sales Order'".
And also we are not able to see sales area data and Plant data in the drop down lists.
we have done the following settings:
1) ERP Sales Order Profile:we have defined ERP Sales Order profile,maintained RFC destinatin and assigned document type to ERP Profile.
2) Business Transaction Launcher: We have defined the Business Transaction Profile and assigned dependent business transaction.
3) We have assigned the Business Transaction Profile to the Navigation Bar Profile.
Please suggest me regarding above error also let us know did we miss any configuration?
Waiting for your valuable inputs.
Regards,
Sree.

Hi Sree,
There is a setting needed for the IC webclient
ERP_SALES_ORDER
you need to define ERP sales order profile and assign it to your ic webclient profile.
And the ERP sales order scenario can only be used with a ERP 6.0 backend system, at least.
Hongyan

Condition records in ERP sales order still there after deletion

Hello,
I have maintained all the settings needed for lean order (creating ERP sales order from crm opportunity in CRM webui).
Now when i create a ERP sales order in CRM using LORD, there are certain condition values determined correctly (note that they are variant based condition values).
However depending upon the sales scenario, certain conditions are to be deleted from pricing details at item level. So, far no issue.
After I save this ERP sales order, and go to see it in our ERP system, i find that those condition values are still there !
I am unable to understand why this is happening.
Please help me.
Regards

Hi,
Thanks for your reply, for your question "One more point confirm with you, you create sale order in CRM as a CRM order ( type LORD), and the order will transfer to ERP by CRM middleware, right?" , the answer is no i dont create a CRM order, however i create an ERP order in crm webclient. This feature of CRM 7.0 is explained in following documentation:
http://help.sap.com/saphelp_crm70/helpdata/en/17/99fb62928c46c28c10f3ebc52fdfa8/frameset.htm (then navigate to Entry of ERP Sales Transactions in SAP CRM)
As you also asked me to change the settings of condition type as manual input, which cannot be done because this will affect our business process to large extent, and my users will not accept it, hope you understand my situation
Please let me know if you can help me in some other way, or you want me to check some more settings.
Regards
Edited by: ar_on_crm on Jan 6, 2011 11:03 AM

ERP Sales Orders - CL_CRM_INTLAY_LORD2_ERPIL - one time consumer

Dear SAP CRM gurus,
I'm trying to use the methods related to class CL_CRM_INTLAY_LORD2_ERPIL in order to manage changes in the name/surname/address of the BP in the ERP Sales Order that I create as a follow up from an opportunity from SAP CRM.
In SAP CRM System, I've created a BP with
ID = OCCAS
Name = Name_CRM
Surname = Surname_CRM
In SAP ECC System, I've created a BP with
ID = OCCAS
Name = Name_ECC
Surname = Surname_ECC
When I create an ERP Sales Order, the requirement is to substitute Name_ECC with Name_CRM; Surname_ECC with Surname_CRM.
As far as I've seen, the most important methods which sends data into ERP should be the following:
IF_CRM_ERP_LORD_API~MAINTAIN
IF_CRM_ERP_LORD_API~LOAD
but I haven't been able to find the right place where to put the code..
Does anybody know how to achieve this result?
Thanks in advance,
Andrea Ricci

Hello Andrea,
I am new to LORD Interface, need some inputs on how to use methods in CL_CRM_INTLAY_LORD2_ERPIL ,
Thanks and Regards,
Nikhil Kulkarni

IC ERP SALES ORDER

Hi CRM ICWC Guru's,
Could you please help me what is the use of maintaining the below img path for IC ERP Sales Order.
IMGCRMCRM cross application componentsGeneric interaction layer/object layer component specific settingsDefine object model for ERP sales order in IC webclinet.
Help is highly appreciated. Thanks in advance.
Cheers
Lingaraj M

Our system came pre-filled with 31 entries and we didn't need to make any changes.
The configuration required for us was in SPRO > CRM > Interaction Center Webclient > Business transaction > ERP Sales order
1st 3 of the 31 entries
ERPAdminH     ERPHeaderCondSet     ERPCondSetH     C 1     A 0..1     C Aggregation     ERP
ERPAdminH     ERPHeaderDocFlowSet     ERPDFlowSetH     C 1     A 0..1     C Aggregation     ERP
ERPAdminH     ERPHeaderIStatus     ERPIStatusH     C 1     D 1..n     B Composite     ERP
Define Object Model for ERP Sales Order in IC WebClient
Use
In this Implementation Guide (IMG) activity, you can view the complete object model for the Enterprise Resource Planning (ERP) sales order in the Interaction Center (IC) WebClient. All relations used in the ERP sales order must be available in this table.
Requirements
Only those object relations that can be derived from Customizing entries can be added. For example, the relations for object ERPPartnerSet are taken from partner function maintenance.
Default Settings
In the standard system, this table contains all entries required for all applications that use the generic interaction layer (GenIL) with reference to the ERP sales order in the IC WebClient.
Existing entries should not be changed or deleted since this may affect other applications that are also based on the generic interaction layer.
You can add object relations if they are necessary for your interface modelling.
Activities
Use the input help (F4) to enter the source object and the relation name. The other fields will be filled in automatically.
See Also
You can make settings for the ERP sales order in the following IMG activities:
- Define Profiles for ERP Sales Order
- BAdI: Change ERP Sales Order Data

ERP Sales Orders Types are not visible in CRM WebUI ! ! ! !

Hi All
I am working on CRM 7.0 IDES, I am trying to create an ERP sales order but when I chose create ERP sales order a popup menu with no document types so I am not able to chose the Sales order document type, the CRM and ERP are integrated and the ERP sales Profile is maintained and assigned is there more settings should be done to make them visible?
Regards
Jacopo Francoise

Hi Jacopo Francoise,
Check for the customization in Tr. SPRO path IMG-> CRM->Transactions->Settings for ERP Transactions maintained via CRM.
You should define the ERP sales order profile with your ECC system RFC details. Also read the documents available there.
Hope this will help.
Thanks,
Vikash.

Creating ERP Sales Order from CRM 7.0

Hi Experts,
We are implementing the scenario-Creating ERP Sales Order from CRM. My doubt is:-
Do we need to download the entire product data from ECC via middleware to implement this functionality?
Is it possible that we manually create few products in CRM with same heirarchy and category and avoid middleware data download?
My basic doubt is-what product information is passed to ECC from CRM when we create the ECC Sales Order? If only product id is passed, then we can avoid middleware data download for product from ECC to CRM.
Can anyone please provide me some pointers on this? What should be the approach-download product data from ECC to CRM or manually create product data in CRM?
Thanks and Regards,
Rohit

I´m trying to figure out the ERP Sales Order Scenario in CRM, i found the following link (sap.help) to customize the ERP sales Order in CRM, it´s a quickly guide supported by SALESPRO but in my case does not work, if somebody knows how to retrive the Order in IC i´ll appreciate.
Here a quick Guide -->
Prerequisites
You can directly create and change an ERP sales transaction in SAP CRM once you have carried out the following:
You are using SAP ERP for your Quotation and Order Management.
You are using SAP CRM.
You have assigned the relevant ERP sales transactions to a profile.
You do this in Customizing for CRM, by choosing Customer Relationship Management Transactions Settings for Sales Transactions Define Profile for ERP Sales Transactions .
You have defined an RFC destination.
You do this in Customizing for CRM, by choosing Customer Relationship Management CRM Middleware and Related Components Communication Setup Define RFC Destinations .
You have defined a business role by copying the standard business role SALESPRO to your own. You make this setting in Customizing for CRM, by choosing Customer Relationship Management Business Roles Define Business Role .
You have defined cross-system copy control of transaction types.
You do this in Customizing for CRM, by choosing Transactions Settings for ERP Transactions Maintained via CRM Cross-System Copy Control for Opportunities and ERP Transactions
I want to see the screens or video regarding with this scenario.
Regards,
Memo

Sales Area determination in follow-up ERP Sales order from CRM opportunity

Hi Experts,
Iu2019ve configured everything needed for ERP sales Order to be created as follow-up from CRM opportunity.
sales area in CRM opportunity is correctly determined (but division is disabled)
Sales Org : 1000, Distribution Channel: 10 and Division : 01 (Division is not displayed in opportunity)
But when I created ERP sales order as follow-up document from opportunity, system checks for sales area 1000, 10, 00 (This sales area or Division u201800u2019 doesnu2019t exist in either systems ERP / CRM) and gives a error message.
If you have any idea how sales area determination works in follow-up ERP Sales order please share.
your help will be highly appreciated
Thanks
Manjushail

Hi Christian,
If the service order line items are entittled to service contract , at each item level you will get contract info in contract data tab.
when you transfer these items to confirmation , confirmation item contract data will not have contract information. Only when you enter items in confirmation manually then system will pop up window for selection contract and confirmation items get contract information.
thanks,
Nitin

Error while creating and opening a ERP sales order in SAP CRM

Hi,
I am getting an error while creating or opening a ERP sales order from SAP CRM.
"Creation of the ERP Transaction failed" this is the error i'm getting while creating. when i try to open an existing sales order I'm getting a dump.
Attached the dump screen shot. From the dump analyasis it seems the transactions are not loaded through LORD framework.
The RFC connection seems to fine as i have tested accessing an ECC RFC FM through a sample program and its successful..
please help..
Thanks
Krishna

Hello Krishna,
Did you get a solution to this? I have the same dump message.
As a matter of fact, we already use ERP Sales Order and it works fine. But I have recently configured a new sales order document type, and the dump occurs only for this new Z order type.
Thanks a lot,
Luis.

Is it possible to use variant configuration (with a Non-SAP solution) when creating ERP sales orders in SAP CRM WebUI

Hello,
our customer plans to use a Non-SAP solution for variant configuration (Camos) in SAP ERP (ECC 6.0) and in SAP CRM 7.0 EHP1 as well.
ERP sales orders (and ERP quotations) should be created in SAP CRM (CRM WebUI).
Is it possible to use variant configuration (with an external variant configuration tool) when creating ERP sales orders and quotations in the SAP CRM WebUI or do we have to implement SAP IPC for this?
Thanks in advance.
Regards,
AEV

Dear AEV,
I think LORD (lean orders) should work with variant configuration as well. In the note 1236015 there is not restriction listed. However you need lord2 activated in ECC, and ECC system should be on EHP4.
Best regards
Rene

Do we need IPC in CRM B2B Webshop for creation of ERP Sales order

Hi Experts,
can you pls guide in following scenario in CRM 7.0
We are using CRM B2B WEBSHOP, We are creating ERP SALES ORDER .
We have requirement to display price break up like base price, different discounts, taxes, freights while creation of Sales order on the webshop.
I would like to understand,
1) whether we need IPC to show price breakup in SALES ORDER in CRM WEBSHOP.
2) if yes, do we need enhancement at IPC to display complex discount types on webshop ?
3) do we need to download entire pricing ( customizing +condition records ) from backend ECC to CRM.
If anybody has worked on similer scenario ,requesting to help.
Any points , documents ,step by step guide will be highly appreciated.
thanks in advance,
regards,
PD

Hi,
ipc is inbuilt in Kernel to CRM 7.0
BR,
Darshan

Interaction Center Sales with ERP Sales Order

We are in the process of upgrading from CRM 4.0 sp 6 to CRM 2007. We have been using the Web IC and Mobile sales for the last 4 years. In our original CRM 4.0 implementation (which was developed by SAP) we were using the CRM Web IC to create orders with R/3 using a couple of BADI's. We are currently using R/3 4.7 and have plans to upgrade to ECC 6.0 next year. I was just rereading some of the documentation in the upgrade guide and came across the following line:
"The following software units are required for the Interaction Center Sales with ERP Sales Order scenario:
Mandatory: IC WebClient with specific ERP Sales order viewset requires SAP ECC 6.0"
This implies that the standard Interaction Center Sales with ERP Sales Order functionality will not work in our current landscape and that it would only do so when we upgrade to ECC. What options are open to us to get around this? What is the technical reason why this functionality doesn't work with SAP R/3 4.7?
I can't imagine we are the first company to face this problem and I can't imagine everyone upgraded to ECC 6 - so what approaches have people taken to address this issue
Thanks in advance
Eddie

In the last 12 months we upgraded from 4.0 to 5.0 in CRM and went form 46C to ECC 6.0.
In your current landscape you can create orders in the ICWC where the order is created in CRM and replicates to R/3 4.7. You have the replication scenarios X, Y, Z available to you.
Your other option is using the ICWC R/3 order screen where you basically are calling R/3 transaction VA01 and entering the order in the ICWC but the order entry in being done directly into R/3 via your ITS server. Looks almost exactly like VA01 in the gui. The menu bars are a little different.
The ERP order looks like other ICWC screens, is very sharp and users wouldn't know that they are entering the order directly in ECC. We have been using it about 3 months. More Pro's than Con's, if you have user exits in MV45AFZ* the ERP order still uses them (but t-code isn't VA01 if you have condition If statements around t-codes).
Hope this helps,

Any case study on using ERP sales order vs CRM Sales order in IC WEB UI

Hi All,
Currently we have a requirement where in agent uses ERP Sales order functionality in IC WEB UI for creating sales order. Incase of any incompleteness in order or any pricing error an activity should get created and should get assinged to Back office guy(CRM User).
My approach is as follows, we will call a custom FM in CRM from the user exit associated with Sales order transaction, This logic gets executed on save of ERP sales order.This custom FM will create an activity in CRM and assing it to back office guy. Other approach is to use the IDOC linked to the VAO1 transaction which inturns calls the custom fm.
Can you please suggest if you have any better approach to this.
Recently we came to know that ERP Sales order has got limited functionalities. If some one has a case study doc on ERP Sales order vs CRM sales order pls give me the ref link.
Thanks,
udaya

Hi Udaya,
Calling a Customer Specific R/3 Transaciton was quite easy in CRM 4.0 / 5.0 in the PC-UI Framework using Object Links. You can do that all by customizing and creating a custom method for a BOR Object in Transaction SWO1.
I think I've used CRM_ORDER_MAINTAIN to update the Document Flow. The subsequent activities where created by BAPI_ACTIVITYCRM_CREATEMULTI. I've wrapped all that standard functions in a RFC enabled function module.
It would be possible to provide also a link in the E-Mail to the Manager but the client is using a Citrix environment to provide access to the Portal. But Outlook runs locally. So we decided to use the standard Portal iView to display the Alerts. When you fill the Alert Container with the elements OBJKEY_GUID, OBJKEY_BOR_OBJECT_TYPE, OBJKEY_CRM_OBJECT_TYPE, OBJKEY_METHOD and OBJKEY_LOGICAL_SYSTEM using the Function Module SWC_ELEMENT_SET that provides a direct link to the specific document too.
Best regards
Gregor

Creating an ERP Sales Order as Complaint Follow-on document

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