Replication of Quotations from ECC to CRM

Hello Experts,
The scenario is as follows:
I am required to replicate all the quotations from ECC to CRM.
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.
It would be great if I can get help on the following:
1. What are the item categories that I need to maintain on both ECC and CRM side for Quotation?
2.What action profile do I need to maintain on ECC and CRM side for quotation?
3.How should the number ranges be defined on ECC and CRM side for quotation?
4. Do I need to do a Cross-Copy Control of quotation from ECC and CRM at the transaction and item category level?
5. Do I need to assign the Quotation Type (ECC) to ERP Profile on CRM side?
6.Can the transfer of quotations from ECC to CRM happen only after replicating the product and customer data from ECC to CRM?
What more needs to be done?
Once the settings are complete and fool-proof, I know I can run an Initial Load (R3AS) on the object: SALESDOCUMENT from R/3 to CRM.
What are the filter settings to be maintained in SalesDocument Object?
Experts, this is my requirement and all the pointers would be greatly helpful.
Many thanks,
VSK.
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.
Hope this will be helpful.
Regards

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Replication of Quotations from ECC to CRM

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