Interface for CRM Customer Hierarchy

Hi. We are using a standalone CRM system and would like to have an interface for customer hierarchies. There are some CRMXIF * idocs and also a BUPA_HIER* idoc type in the system.
Has anybody have any experience in creating an external interface to customer hierarchies?
Any help or documentation is appreciated. We are on version 5.0.
The idoc types that I found
BUPA_HIERARCHY_INBOUND_SAVE_01
CRMXIF_PARTNER_HIER_SAVE_S01
CRMXIF_PARTNER_HIER_SAVE01

Hi Mehdi,
yes, it is possible.
create Customer Hierarchy variable on Customer Hierarchy, in selection screen user can select on of the node and, by expanding that node all customers under that node will be displayed.
Regards
Daya Sagar

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Hi All,
Our client needs a report to show the total Credit Limit assigned to Global customer as shown below. It will be the summarization of individual credit limits of all the customers linked to this Global Customer. It will be a BI report.
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Customer No     Customer Name      Total Credit Limit     Individual Credit Limit
1000000             Carrefour                      970,000,000.00
1000001             Carrefour France                             300,000,000.00
1000002             Carrefour Spain                                             200,000,000.00
1000003             Carrefour Belgium                             90,000,000.00
1000004             Carrefour Greece                             85,000,000.00
1000005             Carrefour Italy                                             200,000,000.00
1000006             Carrefour Turkey                                             50,000,000.00
1000007             Carrefour Poland                             45,000,000.00
2000000             Metro Group                      290,000,000.00
2000001             Metro Austria                                             25,000,000.00
2000002             Metro France                                             53,000,000.00
2000003             Metro Spain                                             48,000,000.00
2000004             Metro Germany                                             63,000,000.00
2000005             Metro Switzerland                             15,000,000.00
2000006             Metro UK                                             60,000,000.00
2000007             Metro Portugal                                             26,000,000.00
Regards,
Raghav

Hi,
Credit limit is maintained on payer level and you are not able in standard to split it between sold-to or assign N sold-to to one global limit. You have to extend the credit control functionality to check the credit limit additionally for the global limit customer. Unfortunatelly you cannot implement it without development.
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Marcin

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Hello all,
We have a requirment where we need to move the customer hierarchy from crm to ECC, i am pretty much new to crm can any one tell me how i should start and proceed with.
Any documentation on this would be helpful
my mail id : [email protected]
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raju.

Raju,
Do you want to perform initial load or delta download.?
Please send me your mail id I will send you the document on how to download the Customer Hierarchy to ECC from CRM.
Follow the steps:
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3. Monitor SMQ1 and SMQ2.
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Hi Jacob,
CRM doesn't support company code related fields for organizational structure and BP, because in general company code data is not utilized in CRM. The company code data for a customer will be maintained in ERP using the transaction XD01. Even if you download a customer from ERP into CRM, the company related data will not flow into CRM BP, because those fields are not sipported.
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As per the note then below is not supported.
Field name:
KNB1-<xxxxx>, KNB5-<xxxxx>
Description:
The company code-dependent data of the tables KNB1 and KNB5 are required for the processes billing, dunning and payment in the R/3 System.
Reason:
These processes are neither required nor desired in the CRM Server.They still occur in the R/3 System.Therefore, this data is not contained in the CRM data model and it is not planned to include this data in the data model.
Award points, if helps.
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Paul Kondaveeti

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i need to create change documents so that i can read the changes and extend DEBMAS06 to send customer hierarchy data to non-sap system using IDOC.
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Hi
i need to create change documents so that i can read the changes and extend DEBMAS06 to send customer hierarchy data to non-sap system using IDOC.
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Create New Info Block in ECC for CRM Customer Fact Sheet

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What I really really need is an example of how a new Assignment block can be created so that it appears in the PDF fact sheet.
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The data sources are:
CRMT_BSP_ACTIVITY2_BP
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CL_BSP_ACC_ACCMOD_ACTIVITY
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CL_BSP_ACC_ACCMOD_INT_HISTORY
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CL_BSP_ACC_ACCMOD_PRN_R3DATA
CL_BSP_ACC_ACCMOD_RELATIONS
CL_BSP_ACC_ACCMOD_SALES_AREA
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Jas
Edited by: Jason Stratham on Apr 29, 2010 10:22 AM

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: What standard interface does the CRM system expose to XI? For e.g. Standard IDocs or BAPI? If yes give details about the same. If NO standard IDocs / BAPI are available then do we need to write one?

Gareth,
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Prerequisites
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Note that you can only create group hierarchies in the SAP GUI and not in the People-Centric user interface.
You must have activated the necessary settings for the sales contract and the release order in the IMG for CRM. For more information, see Transactions ---> Settings for Contracts -->Define Settings for Authorized Partners.
Thanks!

Hi,
In transcation VTAA at item level have your own cory requirment code which will calcullate net value of the doc, hope this works out
regards
sriky

XIF Interface for Activities in CRM 5.0

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Hi Gurkan,
Did you check the note 613213.
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Hi All,
I need User Exit or BADI for the Customer Hierarchy Maintainence VDH1N Tansaction.
I need to Capture all the Changes done to the Customer Hierarchy by the User in ECC.
Thanxs.
Swathi

Hi,
Follow these steps to find BADI...
1. Go to the TCode SE24 and enter CL_EXITHANDLER as object type.
2. In 'Display' mode, go to 'Methods' tab.
3. Double click the method 'Get Instance' to display it source code.
4. Set a breakpoint on 'CALL METHOD cl_exithandler => get_class_name_by_interface'.
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6. The screen will stop at this method.
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Custom Hierarchy Download from CRm

Friends
Did any one write a generic program to upload custom hierarchies ?
Please send me one if any one has done.I can go thorugh that and write a program for my custom hierarchy
Thanks for your help
Sundaresan

I have organisation hierarchy defined with HR positions.
When i use standard hierarchy i dont get the positions attached
I want to write generic extractor inorder to get the entire hierarchy sturcture on 0orgunit .
If any has written any generic extractor please help me .
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sundaresan

Interface for loading data into customer products

I am trying to find if there is any interface for loading Customer products in Install Base apart from entering them manually. I understand that this exists in Oracle Apps version 11.5.7 but I need this for version 11.5.4.

Hi,
In 11.5.4 , you've to write yourself the loader, using Oracle standard API.
I've performed it, it is working fine.
Hugues

What's use for Customer Hierarchy

Dear Guru
What's use for Customer Hierarchy? give me a step to config?
regards
Mohammed Renu.I

Hi Mohammed Renu,
CUSTOMER HIERARCHY:
Customer hierarchies are available in Sales and Distribution, so that you can create flexible hierarchies to reflect the structure of customer organizations. If your customer base includes multi-level buying groups, cooperatives, or chains of retail outlets, for example, you can create hierarchies to reflect the structure of these groups. Use customer hierarchies during sales order processing and billing for determining pricing and running statistics.
 A customer hierarchy consists of nodes.
 To create a customer hierarchy:
1. Create master records for each node.
2. Assign the nodes to each other.
3. Assign the customer master records to the relevant nodes.
 Hierarchy nodes are only valid for a certain period of time. They may also be moved. If a node is moved, the system automatically reassigns all related nodes and customer master records.
With customer hierarchies, you can assign price or rebate agreements to a higher level node. The agreements are then valid for customers at all subordinate levels to this node. You can create pricing condition records for each node indicated as relevant for pricing. If one or more nodes in the hierarchy path of a sales order contain pricing information, the system takes them into account automatically during pricing.
'How to check'
All the customizing is in SD/Master Data/Business Partner/Customers/Customers hierarchy
All the customizing is in SD/Master Data/Business Partner/Customers/Customers hierarchy
1) Define hierarchy type: just put and ID and a name to the new hierarchy.
2) Set partner determination: if you want to user the hierarchy in price determination, then, in the orders, at the header level, you have to have a Partner Procedure with a partner function for each level. In the partner procedure, in each partner function you must indicate the source partner function. With this information, in the order, you obtain the business partner for each partner function.
3) Assign account groups: you indicate which accounts groups are allowed for being part or your hierarchy.
4) Assign sales areas: simple you indicate which sales areas are allowed in your hierarchy. (Here you can customize common sales areas, just for not having to build de hierarchy in all the different sales areas).
5) Assigning hierarchy type for pricing: you indicate which classes of documents uses hierarchy in pricing determination.
It is possible to maintain so called customer hierarchies. This might be useful when for example you create a condition discount for a customer that is part of such a hierarchy structure. All subnodes in the hierarchy below that customer, will thus receive the same discount.
Customer hierarchy setup, firstly decide the hierarchy type to be used.
The standard is type A.
You can also assign a partner function to the customer so that the higher level customer in the hierarchy is copied into a sales order as a partner function - but you don't need that right?
Next assign your customer account group to the hierarchy type. And enter the combinations that will be allowed for creating the hierarchy.
You want to assign a ship-to to a payer. So enter the ship to account group and enter the payer account group as the higher level.
You must also make an entry for permitted sales area assignments. So if you want to a hierarchy for customers in the same sales area then enter the sales area and enter the same one as the higher level sales area.
All these settings can be found in the IMG. Under SD - master data - business partners - customers - customer hierarchy
You use for example customer hierarchy when you have an company like Unilever and you agree both on a discount. Unilever does have different locations / businesses and you have to maintain the discount for all customers. If you use a customer hierarchy you can maintain the discount for the partner in the top of the hierarchy and in this way it will be valid for all customers in the hierarchy.
Please Reward If Really Helpful,
Thanks and Regards,
Sateesh.Kandula

Credit Management & Customer Hierarchy

Hi,
1. i need to assign credit limits in a customer hierarchy set up. For Eg: The Global client is assigned a credit limit of USD x. The national clients shall have a % of x. How to define this set up in SAP?
2. What processes are covered (in general) under Cutover processing?
Kindly help
thanks & regds
sriram
Edited by: Narain on Dec 12, 2008 12:34 PM

Hi Narain,
Even I have the same requirement. Did you get the answer? Please let me if you could set credit limit for the customer hierarchy..
Regards,
Raghav

Interface for CRM Customer Hierarchy

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