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

Similar Messages

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.

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

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

Trigger alert modeler CRM IC based on SAP ISU information

Hi experts,
My current client will start a trial with smart meters shortly. These meters will be registered in SAP ISU as devices with a specially reserved device type.
Device type is not replicated to CRM, but the call center wishes to receive an alert in IC alert modeler if a customer has a smart meter placed.
My questions:
- Is it possible to trigger an alert based on information in another system?
- If so, what would be the best approach (with rough indication of effort involved)?
- How can this custom made check be used within the alert modeler?
Alternatively, we could create a special marketing attribute for these customers, but standard SAP cannot use marketing attributes assigned to a Business Partner either. So the question how to integrate custom check within alert modeler remains relevant for this scenario as well.
Thank you in advance for your help.
Regards,
Jeroen
PS Feel free to contact me if more information is needed!

solved

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

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

Product change date gap 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

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

Displaying ERP Sales orders in CRM ISU BOL Tree

Hi,
I need to display ERP Sales orders of a BP in the CRM Web UI ISU BOL Tree.
We are using CRM 7.0 EHP3. The Genil Component for ISU BOL Tree is IUICALL.
Is there any relation/object which can give the list of ERP Sales orders for a BP.
I have tried with Genil Component ERP and query ERPQORDER, but it's not returning any orders for the given BP even the orders are available in ERP.
Can you please suggest whether I need to do any configuration wrt RFC set up to get ERP data ?
Also please suggest what are the prerequisites to be followed to access the ERP Sales Order data from CRM.
Thanks
Jayasri

Hi Jayasri,
Unfortunately there is no relation from BP to the ERP sales orders afaik. So the tree node implementation class is the place where you can execute the query.
The RFC destination stored in CL_CRM_ERP_IL=>GV_RFC is determined in method
CL_CRM_IC_ERP_SERVICE=>CLASS_CONSTRUCTOR(). Here in line 9 the current ERP sales order profile is determined (based on the business role) an in line 12 the profile data is read from the database (and stored in class attribute GS_ERPPROF-RFCDEST). Please set a break-point in this method to check why the destination is not retrieved correctly.
A possible reason is that your business role might not have the correct profile assignment or that the business role profile is not maintained at the point of time where CL_CRM_IC_ERP_SERVICE=>CLASS_CONSTRUCTOR() is invoked (like in the test environment or in BOL browser).
If the RFC connection is not available or the connected system is not valid ERP system (function SLS_LORD_MAINTAIN_EXIT is a prerequisite in ERP), the RFC destination is not considered. You can set break-points in methods CL_CRM_IC_ERP_SERVICE=>GET_RFC_DEST() and CL_CRM_ERP_IL=>CLASS_CONSTRUCTOR() to analyze the validation.
Kind regards,
Christian

Crm product information

Hello
I'm writing a specification on product search in crm and I have 2 quetions:
1. I need to know the parallel table and fields name of the following fields from ECC:
     transaction mm03:
   external matl group
   Dchain -spec status
    Where can i find the parallel fields in the CRM???
    Do they exist?
    Can we use different fields for the same information?
2. CRM- transaction COMMPR01, tab "general" there are product statuses.
    on which table can i maintain these statuses????
appriciate your quick response - as i'm spending a lot of time on these seraches....
Thanks
Efrat

hi,
That is system defined messages.
go to table TJ02T.
For distribution and sales organization related go to
COMM_PR_FRG_ROD this table.
Regards
Srinu

CRM-ISU: Need to change the END date and Start Date for contract items

Hi,
There is an old contract item for which I need to change the end date
and there is a new contract item for which I need to change the start date.
I need to change the contract item end date and start date using some function module in IS-U system (may be as RFC to CRM).Pleaselet me know if any body is ware of this functionality?
I am aware of a FM EECRM_CONTRACT_DATE_CHANGE which may be used for changing End Date
but how to change the start date of a new contract item?
Please let me know if any body is aware of this?
Thanks

Hi,
Hope you can solve it by this [Link1|Re: Function modules; [link2|CRM material;.
Regards,
Surjith

Badi for CRM billing information...

Hi experts...
Is there any Badi or Exit in ECC to see the CRM Billing Document informatin before accounting document gets generated.
Or In CRM any BAdi is there to send some values to ECC when billing document gets release.
Actually i need contract number is to be captured in assignment field of accounting document. Currently we have a provison in ECC i.e in GL master data one sort key field is there (108- Service contract). If we select this sort key contract number is coming in assignment field of accounting document for the contracts created in ECC(VA41).
But for CRM contract numbers its not capturing.
Thanks in advance
A

.

CRM & ISU information

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