CRM 2007 - Real Time Quotations from ECC 6.0

Hi Gurus
We want to be able to generate Quotations in our CRM 2007 system.
The Master Data is maintained in ECC 6.0 for the products we wish to Quote on.
I think the terminology we're looking for is a real time quotation capability where by we pulled the required values from ECC 6.0 at the time of the quotation.
Is this possible?
What are the general steps required to do this?
We want to avoid delta loads of data from ECC 6.0 into CRM if this is at all possible.
Is this the right approach or should we consider Delta Loads?
Many Thanks in advance
Panduranga

Hello Panduranga,
Not as far as I know, but the following is a good starting point:
IMG: Customer Relationship Management => Transactions => Settings for Sales Transactions => Define Profile for ERP Sales Transactions
Kind regards,
Johan Wigert

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Hello Experts,
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My question is: what are the various middleware settings to be done?
I have created a transaction type for quotation by the same name in ECC and CRM so far.
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Edited by: venkatskumar on Feb 16, 2011 12:17 AM

Hello
Please find below my reply :-
1. What are the item categories that I need to maintain on both ECC and CRM side for Quotation?
>> You can make a Z copy of the standard Quotation Item categories in ECC and CRM.
2.What action profile do I need to maintain on ECC and CRM side for quotation?
>> Action profile settings are specific to your business scenario. You need to define ACTION Profile in ECC. In CRM you can have an ACTION PROFILE and assign it to the CRM Transaction Type
3.How should the number ranges be defined on ECC and CRM side for quotation?
>> If ECC is a leading system for quotation creation, the number range will be EXTERNAL in CRM and assign this EXTERNAL number range for CRM Quotation Transaction Type
4. Do I need to do a Cross-Copy Control of quotation from ECC and CRM at the transaction and item category level?
>> Yes
5. Do I need to assign the Quotation Type (ECC) to ERP Profile on CRM side?
>> Not sure on this. Requesting other experts to answer this.
6.Can the transfer of quotations from ECC to CRM happen only after replicating the product and customer data from ECC to CRM?
>> Yes. The master data such as Material, Customer, Pricing should be downloaded to CRM, if the quotation needs to be replicated to CRM.
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