Customer Master System of Record: CRM or ECC

We are implementing a net new CRM and ECC Order-to-Cash project.
We are trying to decide what should be the system of record for the customer master, CRM or ECC.
Some of the requirements:
- Pricing will be maintained in ECC
- We want to have customer hierarchies created and maintained in ECC and use for pricing and reporting (this suggests we use ECC)
- We want to allow sales reps to create new customer records, contacts, and prospects in the CRM system (this suggests we use CRM)
Is it OK to have ECC as the system of record but create new customer records in CRM?
Any suggestions or additional considerations?
Thank you!

Hi,
You can use either of the system as master system. Personally i would prefer to keep CRM as source system as we always need BP prior to creation of order for scenerios like Lead, Activities etc.
This way you can also control when to replicate the BP, as you would not want to replicate all the BP which are on the role of just prospects.
Thanks
Arun Kumar

Similar Messages

Replicating custom texts in BP from CRM to ECC systems

Hi All,
I'm trying to set up synchronisation of a custom text held against a business partner in CRM with our ECC system. So, in CRM, if I go to transaction BP and go to change mode for a partner and then go to the long texts tab... As well as the 2 standard Correspondance and Accounting Note text ID's my functional consultant has also configured a third text, with ID Z001. We are trying to get this to synchronise with ECC.
With a bit of debugging I can see the text is being sent in a BDOC across to ECC but it isn't being populated into the customer master. On the ECC side the custom text has been set up against the sales area of the customer master - I'm not sure of what else has been done there.
Has anyone done this before who can give us some help/advice? Bear in mind I know almost nothing about CRM to ECC synchronisation and BDOC's so I'm struggling with this!
Thanks in advance,
Gareth.

Hi Gareth,
While researching this issue I came across note number 622133. https://websmp202.sap-ag.de/~form/handler?_APP=01100107900000000342&_EVENT=REDIR&_NNUM=622133&_NLANG=E
Its an old note, but it pointed me in the general direction of FM 'PI_BP_MAP_TEXT_IDS_CRM_R3'. This FM looks in table 'CRMTEXTID' to check if any mappings were maintained. Now if you do a where-used on CRMTEXTID, you see that it is used in a view, V_CRMTXTID. So go to SM30, maintain that view, map your R/3 text IDs to CRM text IDs and you should be all set.
There must be a more elegant way to get to this table, but in the short term, this should fix your problem. I haven't tested it yet on my system but I get the feeling this should work

Replication of custom-fields in BP from CRM to ECC

Hello all,
I have created additonal attributes for a Business Partner in CRM7.0 (ZZKATR1 and ZZKATR2) using the tool AET.
In ECC I've added these attributes to tabel KNA1 using an append structure.
The replication of the BP from CRM to ECC is already working fine.
So when I change a standard field this is replicated succesfully.
Only now I want to enhance this replication with these additional attributes (custom-fields ZZKATR1 and ZZKATR2).
So they also appear in ECC in table KNA1.
Can anyone tell me how this is done? And what steps I have to take?
Thanks a lot.
Marco

Hello Marco,
Please see note 736595 and also the links below explaining the scenarios.
http://wiki.sdn.sap.com/wiki/display/CRM/EnhancingtheCRMMiddlewareExample2
/people/vikash.krishna/blog/2009/07/21/exchange-ecc-customer-master-standard-field-with-the-crm-z-fields-ecc--crm
I hope this helps.
Kind regards,
Vanessa

Replicating Custom Fields for Products in CRM from ECC

Hi All,
I am having difficulty in replicating SAP standard field values from ECC to custom fields for products in CRM. This is what i did:
1. I created a new settype(ZMASTER_INFO) with a single attribute(ZIND_STD) and added
    this new settype to MAT_HAWA. (As all our materials fall under this material type).
2. I am looking to map SAP standard field from ECC to this custom field of mine.
    I wrote the code in CRM BADI
    'ZPRODUCT_CUSTOMER2->MAP_R3_TO_CRM_MATERIAL' with the following code:
DATA: ls_ZMASTER_INFO TYPE ZMASTER_INFO_maintain.
DATA: ls_category_bdoc       TYPE COMT_PROD_CAT_REL_MAINTAIN,
      ls_category            TYPE COMT_PROD_CAT_REL,
      lt_categories          TYPE COMT_PROD_CAT_REL_TAB,
      ls_settype             TYPE COMT_settype_ext,
      ls_cat_settype_rel     TYPE COMT_CAT_FRAG_REL,
      lt_cat_settype_rel     TYPE COMT_CAT_FRAG_REL_TAB,
      lt_cat_settype_rel_all TYPE COMT_CAT_FRAG_REL_TAB.
LOOP AT lt_cat_settype_rel_all INTO ls_cat_settype_rel.
      CALL FUNCTION 'COM_SETTYPE_READ_SINGLE'
        EXPORTING
          IV_SETTYPE_GUID         = ls_cat_settype_rel-frgtype_guid
        IMPORTING
          ES_SETTYPE              = ls_settype
       EXCEPTIONS
         NOT_FOUND               = 1
         NO_IMPORT_VALUES        = 2
         NO_TEXT_FOUND           = 3 .
      IF SY-SUBRC <> 0.
MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
        WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
      ENDIF.
CASE ls_settype-frgtype_id.
      WHEN 'ZMASTER_INFO'.
      ls_ZMASTER_INFO-relation-owner = 'X'.
      ls_ZMASTER_INFO-relation-logsys = cs_product_bdoc-header-com_product-logsys.
      ls_ZMASTER_INFO-data-ZZ0010 = is_mara-STD_DESCR.
      ls_ZMASTER_INFO-DATA_X-ZZ0010 = 'X'.
      APPEND ls_ZMASTER_INFO TO cs_product_bdoc-data-ZMASTER_INFO.
      APPEND ls_settype-FRGTYPE_GUID TO cs_product_bdoc-data-MNT_SETTYPE.
   ENDCASE.
ENDLOOP.
Since in ECC i am not having any custom fields i did not write any code in ECC for TPS34 and TBE24. I just wrote this BADI in CRM and using the field S_MARA-STD_DESCR.
I am not sure if i need to write the code in ECC. COUld anyone please confirm if i need the code in ECC?
Also in the CRM BADI, lt_cat_settype_rel_all is EMPTY. Not sure how this gets its value.
Could anyone please suggest if i am missing anything here? Any help is appreciated.
Thanks,
Karuna.

Hi Karuna,
One more solution is to change the BDoc data content before it hit the Database.
this can be done in badi: Data_Exchange_badi (if u dont find this try with following search string: xchange)
In the above mention badi you will find a method which is used to populated the contend jst after bdoc in CRM is being populated by R/3 data.
Best Regards,
Pratik Patel
<b>Reward with Points!</b>

Customer Master Replication from R3 to CRM

Hi Experts,
I am going to replicate Customer master from R3 to CRM system.As we all know ECC or R/3 and CRM customer master data is based on two different data models. So in order to avoid the Errors I would like below clarifications cleared.
1- I would like to have customers to have all partner function assignments (Sold-to, Ship-to, Bill-to and payer as in R3 ) to be replicated in CRM. How can I achieve this?
2- As it said R3 Account Groups are mapped to Customer Clasification(i.e Customer,Prospect,Competitior,Consumer-Person,Consumer-Organization). How can I map Sold-to Party, Bill-to Party, Ship-to Party and Payer BP Roles to the classification Customer?
During the test replication all the customers from R3 got replicated as Sold to party ion CRM in my last attempt.
I request you to provide me the Mapping concept and as well as the solution to have this replication achieved successfully.Any Document with screen shot would be a great help.
Regards
Arup

Hi Friends,
I am using CRM 2007.
I also facing same problem. All are my sold to party, ship to party, bill to party and payer are replicated to CRM as sold to party (CRM000) BP role only.
So, if you find any solution kindly, share.
Thanks & Regards,
Rajagopal
Chennai - INDIA

What are the steps to send sales order custom field from CRM to ECC

Hi Xperts,
We have created a custom field in sales order [ VBAK] and successfully replicate its value from ECC to CRM. But while doing the enhancement to replicate the field value from CRM to ECC [ When the SO is created in CRM ] we are not able to do so.
We used a FM in CRM0_300, but while replicating the SO from CRM to R/3 it is not getting called.
Please help us by providing the steps to do the full enhancement to replicate the custom field of SO from CRM to ECC.
Thanks in Advance.

Hi Anjaneyulu,
We are faced with a similar situation as you.
Here is our scenario with the steps that we performed so far:
1. We have added a few custom fields in CRM 7.0 (Ehp1) using AET.
The BDoc BUS_TRANS_MSG has been automatically extended with these custom fields.
2. On ECC side also, same custom fields have been added to VBAK and VBAP, using APPEND STRUCTURE. Fields were added to ADDITIONAL DATA TAB B in VA01 / VA02 transactions.
3. Extended BAPI structures BAPISDITM and BAPISDITMX in both CRM and R/3 Side.
4. As mentioned in the note 1053817, we have implemented BADI CRM_DATAEXCHG_BADI -> Method CRM_DATAEXCH_AFTER_BAPI_FILL in CRM (mapped fields from BDOC to BAPI structures)
5. In the above note, for R/3 BAPI to R/3 API they have given to implement user exit USEREXIT_MOVE_FIELD_TO_VBAP which we found in MV45AFZZ. But in this we are unable to find BAPI Structure to map.
Our issue is, when a sales order is created in CRM, it is getting replicated on ECC. But, only standard fields are getting replicated. The custom fields that we have added are remaining empty on ECC side.
In CRM --> txn SMW01, we can see that the BDOC is populated with custom fields also.
Could you let us know if your issue is solved completely. Are you able to see the value of custom field, in ECC? Did you use AET to add fields in CRM.
Could you please give us the steps that you have done.

Lsmw for customer master

Can anyone give the steps to create a lsmw for Customer master(XD01) using recording method or Standard/Direct input method
thanks,
Dinesh

     Enter T-code LSMW
     Enter project name (LSMW-DEMO)
     Click on create entry button (shift+F1)
     Enter the description
     Press enter button
     Enter sub project name & description
     Press enter button
     Enter object & object name
     Press enter button
     Click on continue (F8) button
     System displays 21 steps
(Focus on the 1st step)
Step (1): - Maintain object attributes
     Click on object attributes
     Click on execute button (ctrl +F8)
     Click on display change (ctrl+F1)
     Click on batch INPUT recording (radio button)
     Click on go to and select recordings overview
     Click on u201Ccreate recordingu201Dbutton. (Ctrl+F1)
     Enter name (RECCUST) of recording & description (RECORDING FOR CUSTOMER)
     Enter owner (SAPUSER)
     Press enter button
     Enter the transaction code (VDOL)& press enter button
     Create CMR using the general process
     System displays the newly created customer number
     Click on default ALL
     System displays field names for which date is maintained
     Note these fields names in a text tile
     Click on save button
     Click on back button
     Click on back button
     Enter the recording name in recoding field ex RECCUST
     Press enter button
     Click on save button
     Click on back button
Observation: -
1) The cursor position is automatically changed to second step. After every step completion the cursor position is changed to succeeding step.
2) Steps are reduced to 14
Step (2) :- Maintain source structures
     Click on execute button
     Click on display change button
     Click on create a structure button
     Enter source structure name 2 description,& 2 press enter button
     Click on save button
     Click on back button
Step(3) :- Maintain source fields
     Click on execute button
     Click on display change button
     (note)try to maintain the source field names same as target fields names
     Click on the source structure
     Click on copy fields button
     Select upload (text separated with tabs) & press enter button
     Click on save button
     Click on back button
Step (4) :- Maintain structure relations
     Click on execute button
     Click on display change button
     Observations :-source structure & target structure relations is already maintained
     Click on save button
     Click on back button
Step (5) :- Maintain field mapping 2 convention rules
     Click on execute button
     Click on display change button
     Select the first field (under fields)
     Click on u201Cextrasu201D & select u201Cauto field mappingu201D
     Click on ok button(continue button)
     Click on accept proposal
     Continue clicking on accept proposal till all the fields are mapped
     System displays auto field mapping complete
     Press enter button
     Click on save button
     Click on back button
Step(6) :- Maintain fixed values transudation user defined routines
     This step is optional
     We may use this when creation changes are to be made like dollar to euro etc.
Step(7) :- Specify files
     Select specify files
     Click on enecute button
     Click on display change button
     Click on legacy data
     Click on u201CAdd entryu201D button
     Specify the file name (customer records file path)
     Specify the name (CMR RECORDS)
     Click on tabulator
     Press enter button
     Click on save button
     Click on back button
Step(8) :-Assign files
     Click on execute button
     Click on display change button
     Click on save button
     Click on back button
Step(9):-import data
     Click on execute button
     Click on execute button again
     Observations:-transactions read & transactions written are same & and equal to the no. of records maintained in text file.
     Click on back button
     Again click on back button
Step(10) :-Display imported data.
     Click on execute button
     Press enter button.(imported data is displayed)
     Click on back button
Step(11) :-Convert data
     Click on execute button
     Again click on execute button
     Observations :- transactions red & transactions written are same and are equal to records in the text file
     Click on back button
     Again click on back button
Step(12) :-Display converted data
     Click on execute button
     Press enter button
     Click on back button
Step(13) :-Create batch input session
     Click on create button
     Again click on execute button
     System displays a message saying that a u201Cbatch input folderu201D is created with specified number of transactions
     Press enter button
     Click on back button
Step(14) :- Run batch input session
     Click on execute button
     Select the required u201Csession nameu201D and click on u201Cprocess buttonu201D
     Select u201Cforeground processu201D or u201Cbackground processu201Detc
     Click on u201Cprocess buttonu201D

Customer Master text replication

Hi all,
does anyone know if it is possible to replicate R/3 customer master texts across to CRM via the standard customer master replication to CRM?
regards
Jens

Hi Jens,
Yes, it's possible.
At R/3 side, using t-code SM30, configure table vision V_CRMTXTID to map the customer texts ID's of R3, with the CRM ones.
Something like this (entry example):
KNA1 0002 'some description' -> BUT000 0002
Kind regards,

Reg: customer master creation

Hi Guys,
Can anyone give the steps to create a lsmw for Customer master(XD01) using recording method or Standard/Direct input method
Thanks,
Dinesh

most of the fields will be present in the BAPI function. some fields may not be avialable in that BAPI. first list out the fields what you want, then you check the fields in BAPI, and also you can go for LSMW Recording method or LSMW batch input method.
check this batch input program RFBIDE00 .
For testing the BAPI you have to input the data manually in SE37. First create a sample customer in XD01, use the same data for testing the BAPI.

Which is the best approach to upload customer master data?

Hi Everyone,
I have to load customer master data which is extracted from ecc by using generic data source(view) when i try to trigger DTP it is showing error message as duplicates because the customer has two sales area ,two person number and two consumernumber and four partner functions.
So i tried to make all these as compounding attributes but the length is exeeding 60 for these attributes so how can i implement this.can i implement hierarchy's?
Please give me any suggestions.
Thanks and Regards,
G.Kavyasree

Hi Yogesh,
The issue is not resolved yet.If the length is manageable in compounding attributes.please suggest me the solution.
yes ,by enhancing two data sources 0customer_attr and 0customer_sales_attr i can meet my client requirement .but i dont know how to join these datasources based on customer number in bi (i.e customer genral data from 0customer_attr datasource and sales area data from 0customer_sales_attr datasource ) and generate a report on these two datasources data.
my report should look like this .
customer_id   firstname      city      country   sales_org distribution_channel division telephone
100                 mary       newyork    us          1010                     10                    10       +1xxxx456
100                 mary       newyork    us          1010                     20                    10       +1xxxx457
100                 mary       newyork    us          1010                     20                    20       +1xxxx433
101               richard       texas        us          1010                     10                    10       +1xxxx351
Please provide your valuable suggestions.
Thanks,
Kavya

Error while loading customer master data through Idoc (DEBMAS) from BODS

Hi All,
I am trying to load customer master data from BODS to SAP ECC through IDOC(DEBMAS). The jobs run successfully but IDOC is not getting posted. Please find the error below.
I checked in TSKD table the entry 0 is present. Please help me to resolve this issue.
Thanks & Regards,
Balamurugan G

Hi, did you referred this link : Error during customer master mass update through XD99

What is the difference of customer master data between CRM and ECC

Dear all,
We are helping customer to evaluate using CRM or ECC to manage there customer master data, focusing on the benefit of using CRM system.
Can any one help to compare the difference between these two system?
some tips in my mind are:
1. CRM has a friendly user interface for user to adjust the layout, hide/display favourite information according to actuall req.
2. In CRM, user can change the field/assignment block description easilly
3. in CRM7.0, user can add new customzing field easilly via AET
4. CRM has a good any analysis platform to provide pie chart analytic
5. CRM store more customer infor. than ECC, such as Marketing attribute, account classfication...anything else?
any other benefit to use CRM for customer master data? Pls help!!!
Thanks very much!!
BR,
Hedy

I would agree with most of the topics you mentioned. Just one remark to topic number 5. Business partner doesn't have more data than erp. It has some more marketing oriented data, but on other hand doesn't have all finincial and credit data that are relevant for erp financial transactions.
In our company we have the following scenario: all business partners are created in crm (because there the sales activities are started and because we don' clasify at the begining all partners as customers but as prospects. and of course it has nicer user interface). but when we are closing the deals (ordreds are transfered to erp), we fill some additional (financial) data of that partner on erp side and clasify partners as customers.
Regards.

Customer Master download from ECC 6.0 to CRM 7.0

Hello Experts,
We have an issue where the DELTA DOWNLOAD of a customer master is not working. Also, no BDoC is getting generated when the new customer is created in ECC.
This happens sometimes and not always. Any specific settings or any SAP NOTE on this?
Kindly help.
Regards

Hello,
Since you've mentioned that this issue takes place only sometimes, I guess the TBE31 events are fine then. Probably have a look at SMQ1 of the ECC and check if the queue pertaining to CUSTOMER_MAIN is stuck somewhere.
Just cross check if settings in tables CRMCONSUM and CRMRFCPAR are proper.
Regards,
Rohit

How to enter customer budget in ECC customer master record.

Dear all,
How to enter customer potential sales values in customer master record - XD01.
We are into retail sector having 10 different merchandise categories. our management want to enter customer potential sales for all 10 categories in customer master record itself.
with the help of these potential sales field values we want to take a ALV report to compare sales against to potential sales for each category.
Please suggest us to find out the right solution for this requirement. Your suggestions will be highly appreciated.
Thank you
Raghu ram.

Thanks RAF,
I noticed I needed to use the button addtional text as well in VD52, though this is limited to 72 characters and not unlimited. Now I'm facing the issue that the commercial invoice is not printing all characters defined in this field, so probably have the layout increase field length.
Thanks for the help.
If there is another solution to define a Customer specific materail description then mentioned above I would like to know.
Regards Andy

Account Group and partner functions in customer master records

Hi Gurus,
I need your help to confirm the following understand if correct:
1. To create customer master record for partner function Ship-To, need to create a customer master record using the uniquely assigned account group for Ship-To , that is, 0002 . In this ship-to master record, define in its partner function tab, the other partner functions related to it.
2. To create the above, it cannot be achieved by just assigning the partner functions in the partner function tab of SOLD-To customer master record , created using account group 0001.
Question:
1. How does the system know or allow what codes a user can select (f4) or enter manually when defining in customer master record's partner function tab, the partner functions and their respective codes?
How is this controlled? Is it by user authorization? or will user / sales administrator be able to select any codes tied to a partner function?
2. Lets say there are 2 partner functions : Sales employee VE and 9E called Sales Representative. Both of these partner functions are of Partner Type PE.
When defining in customer master record's partner function tab, how does the system know what codes is selectable for the administrator for each of these partner functions?
best regards
M Russo

hi russo,
this is to inform you that,
1. yes you are right.
2. you need to follow the steps as you said.
Question:
1. that you can find in the search basing on account group for partners. that assignment we should know russo which SH to be assigned to which SP. no need to have authorization for that, make a note of the list of SH and SP to be assigned that's all.
yes, he will able to select any SH from the list but make sure that we assign the correct SH to the list of SP.
2. that you will be defining it in Partner Determination Procedures. at the time of CMR creation you have to select the correct code that will get populated in sales order.
hope this clears your issue.
balajia

Customer Master System of Record: CRM or ECC

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