Step by Tutorial for Creation of Customer Hierarchy in CRM System

Dear Experts,
I want to create a Customer Hierarchy in the CRM System. Need step wise tutorial to do the same with the help of an example. I already have the help.sap.com URL.
Please help.
Thanks & Regards,
Tapan

Customer hierarchies can be created by using transaction code BPH.
Regards.

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Error during create CR for MDGC "Enter a relevant role for creation of customer master data"

Hello Experts,
I am unable to create a Customer CR in 'MDG 6.1 Customer UI' , the UI throws an error saying "Enter a relevant role for creation of customer master data".It looks like it is expecting me to mention the BP role ( like FLCU01 Customer or FLCU00 FI Customer ) , but I don't see that BP role section in the Customer UI to mention .
While creating the vendor CR , I am able to enter the BP role ( like FLVN01 vendor or FLVN00 FI Vendor ) in the UI BP Role section.
Following are the UI's for Customer and Vendor
Customers BS_OVP_BP: BS_OVP_CU > OVP: BS_CU_OVP - I do not see BP role section here.
Vendors BS_OVP_BP: BS_OVP_SP > OVP: BS_SP_OVP - This is working fine , I see BP role section here.
Please advice what I am missing here , what should I do for the successful CR creation . Should I change the UI for Customers or do I need to do anything in CVI configuration.
Thanks,

Hi Abdullah,
You were right in the first place the UIBB is missing , the UIBB 'Role' was present in the 'Search Customer' page but not available in the 'Create Customer CR' page , so I created the 'Role' UIBB again and was able to create the CR now . Not sure how it got deleted in the first place , is there any options where we reset the UI screen to the default initial configuration
But after approving the CR , only the Business Partner BP is getting created and the Customer is not getting created . Not sure what might be the issue now. Is there any config that tells to automatically create customer when BP is created. I was able to create Vendor using the create Vendor CR before.
Thanks

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Hi all
I have created a Base Hierarchy in CRM System by name " BASE_PROD" and assign some category to this hierarchy.
Now the problem lies in:-
1. I am not able to assign certain set types which I want to use as they are used in other Base Hierarchy ( These Base hierarchy are copied from R/3 to CRM)
2. I don't want to use the hierarchy which are copied from R/3 to CRM and want to create them in CRM system itself.
3. When I try to delete these Base Hierarchy in CRM, system issue error Massage " Hierarchy R3PRODSTYP may only be changed in original system ER1CLNT200".
(here ER1CLNT200 is the R/3 system).What is the menu path in R/3 for deleting/changing these Hierarchy.
4.Is there any way to use same set types which are already assign to other hierarchy/Category.

Hi
Proceed as follows to remove one or more objects from the hierarchy:
Select the objects to be removed by positioning the cursor on each of the objects and activating Select/deselect node (for entity types) or Sel./desel. sub-tree (for data models).
Select Modeling object ® Delete assignment.
The objects are automatically removed from the hierarchy.
You cannot remove an object from the hierarchy without also removing all its subordinate objects.
Delete assignment only removes objects from the data model hierarchy in question.
Cheers

Contact number for questions on customer hierarchy

Hi All,
If anybody doesn't mind then is it possible to get the contact number, as I have lots of questions on Customer hierarchy. I am not able to put them properly on the forum?
Regards
Rajesh

Hi
If you have query in customer hierarchy, feel free to contact.
send me ur personal e mail id, will update the contact number.
Reward if it helps
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Prasanna R

Issue with creation of sales order in CRM system

Hi Experts,
Here are the details of the process we followed
1.     We found a Function Module u201CBAPI_BUSPROCESSND_CREATEMULTIu201D which is used to create a sales order in CRM.
2.     We have set a Break point in the FM u201CCRM_ORDER_MAINTAINu201D and tried to create a sales order using the transaction u201CCRMD_ORDERu201D. For this the parameters we have given are
a.     sold-to-party
b.     ship-to-party
c.     quantity
d.     product
And after this we have saved the order and the order is saved and in the debug mode we have the parameters in u201CCRM_ORDER_MAINTAINu201D and we found all these     parameters in the FM.
3.     After this we have given all the parameters mentioned above in the FM u201CBAPI_BUSPROCESSND_CREATEMULTIu201D and still the order is not created, gave an error message saying that CRM_ORDER: Incorrect values in the interface object.
4.     We checked the CRM_ORDER badiu2019s interface and it is having only header guid to be given. We gave this header guid also in the FM u201CBAPI_BUSPROCESSND_CREATEMULTIu201D and then it gave a different error saying that : Document cannot be saved.
5.     Finally we are not able to know the parameters to be passed to the FM to create an order.
Any inputs will be highly appreciated.
Thanks a lot in advance.
Lakshman.

Hi Easwar,
Now i am able to create a sales order by passing the parameters to "BAPI_BUSPROCESSND_CREATEMULTI" and the parameters i am passing are Process_type in the ORDERADM_H, parner_fct (partner function), partner_no , Quantity and prod_ordered (product name) but after creation of sales order using my report program and if i see the sales order uisng transaction crmd_order (using transaction ID) or crmd_orderadm_h(using headerguid) or crm_order_index, only the PROCESS_TYPE is updated but the remaining parameters which i passed like QUANTITY,PRODUCT NAME,PARTNER NUMBER are not present in the sales order. I am providing the code which i have written for creation of the sales order. Can you please look into it and tell me where i might have went wrong??
*& Report ZCREATEORDER_TEST
REPORT ZCREATEORDER_TEST.
DATA : LV_HEADER_GUID TYPE GUID_32,
WA_HEADER            TYPE         BAPIBUS20001_HEADER_INS,
ITAB_HEADER          TYPE STANDARD TABLE OF BAPIBUS20001_HEADER_INS,
ITAB_CREATED_PROCESS TYPE STANDARD TABLE OF BAPIBUS20001_HEADER_INS,
ITAB_OBJECTS_TO_SAVE TYPE STANDARD TABLE OF BAPIBUS20001_GUID_DIS,
ITAB_PARTNER        TYPE STANDARD TABLE OF BAPIBUS20001_PARTNER_INS,
lt_product_i TYPE STANDARD TABLE OF BAPIBUS20001_ITEM,
wa_product_i type BAPIBUS20001_ITEM,
lt_schedlin_i type standard table of BAPIBUS20001_SCHEDLIN,
wa_schedlin_i type BAPIBUS20001_SCHEDLIN,
ITAB_INPUT_FIELDS TYPE TABLE OF bapibus20001_input_fields,
ls_inputfields TYPE bapibus20001_input_fields,
WA_PARTNER          TYPE BAPIBUS20001_PARTNER_INS,
ITAB_RETURN          TYPE STANDARD TABLE OF BAPIRET2,
WA_OBJECTS_TO_SAVE LIKE LINE OF ITAB_OBJECTS_TO_SAVE,
           "To store the Objects to be saved.
WA_CREATED_PROCESS LIKE LINE OF ITAB_CREATED_PROCESS,
ITAB_SAVED_OBJECTS   TYPE STANDARD TABLE OF BAPIBUS20001_OBJECT_ID,
WA_SAVED_OBJECTS    LIKE LINE OF ITAB_SAVED_OBJECTS,
GC_X type c.
gc_x = 'x'.
CALL FUNCTION 'GUID_CREATE'
IMPORTING
    ev_guid_32 = lv_header_guid.
CLEAR : WA_HEADER.
Passing the respective values from the Header table to internal table.
WA_HEADER-GUID          = LV_HEADER_GUID.
WA_HEADER-PROCESS_TYPE = 'ZTA'.
APPEND WA_HEADER TO ITAB_HEADER.
*Appending the values to the ITAB_HEADER.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'ORDERADM_H'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'PROCESS_TYPE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
*ls_inputfields-ref_handle = '0000000000'.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-objectname = 'ORDERADM_H'.
ls_inputfields-fieldname = 'MODE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'ORDERADM_H'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'GUID'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
CHANGES MADE
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'LOGICAL_KEY'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'MODE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN_I'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'GUID'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
   ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN_I'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'QUANTITY'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
   ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN_I'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'MODE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
CHANGES MADE
WA_PARTNER-REF_GUID = LV_HEADER_GUID.
WA_PARTNER-REF_KIND = 'A'.
giving the partner function and partner no 000000038 for slod to party
WA_PARTNER-PARTNER_FCT = '00000038'.
WA_PARTNER-PARTNER_NO = '10017'.
APPEND WA_PARTNER TO ITAB_PARTNER.
*"ADDING VALUES for the product
wa_product_i-header        = lv_header_guid.
wa_product_i-handle        = '0000000001'.
wa_product_i-ordered_prod = '12000014'.
wa_product_i-mode          = 'A'.
APPEND wa_product_i TO lt_product_i.
*"ADDING VALUES for quantity
wa_schedlin_i-quantity   = 30.
wa_schedlin_i-handle = 1.
APPEND wa_schedlin_i TO lt_schedlin_i.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'PARTNER'.
*ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'REF_GUID'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'PARTNER'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'PARTNER_FCT'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'PARTNER'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'PARTNER_NO'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
CALL FUNCTION 'BAPI_BUSPROCESSND_CREATEMULTI'
TABLES
    HEADER          = ITAB_HEADER
    ITEM            = lt_product_i
    RETURN          = ITAB_RETURN
    PARTNER         = ITAB_PARTNER
    INPUT_FIELDS    = ITAB_INPUT_FIELDS
    CREATED_PROCESS = itab_created_process
    SCHEDULELINE    = lt_schedlin_i.
READ TABLE ITAB_CREATED_PROCESS INTO WA_CREATED_PROCESS WITH KEY GUID = LV_HEADER_GUID BINARY SEARCH.
WA_OBJECTS_TO_SAVE-GUID = WA_CREATED_PROCESS-GUID.
Appending the Guid of the contract to be saved to the internal table
APPEND WA_OBJECTS_TO_SAVE TO ITAB_OBJECTS_TO_SAVE.
CALL FUNCTION 'BAPI_BUSPROCESSND_SAVE'
EXPORTING
    update_task_local = space
    save_frame_log    = GC_X
TABLES
    objects_to_save   = itab_objects_to_save
    saved_objects     = itab_saved_objects
    return            = itab_return.
Calling the Standard BAPI to Commit the transcation.
CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'.
I have debugged the above code, all the values are passing are passing to the FM "'BAPI_BUSPROCESSND_CREATEMULTI'" and these passed to the CRM_ORDER_MAINTAIN and then to CRM_ORDER_READ which are called inside the "'BAPI_BUSPROCESSND_CREATEMULTI'". Finally the sales order is created but not able to see all the values that i am passing except PROCESS_TYPE.
Thanks a lot in Advance,
Lakshman.

Can I use BDOCs for XI Integration scenario's when CRM system exists

Hi All
   Can I use the Bdocs for integration with CRM system ?
   In XI is there any diff...bet Bdocs and Idocs ?
   When can i use BDOCs? When IDOCs?
Can any one help me this pl....
Adv...thanks
regards
kiran LVS

Hi Kiran
     In addition to the above information add the following threads
     where you can find every thing about the integration between
     webapplication -
> XI -
> SAP CRM or SAP R/3
     (Webdynpro)
     /people/saravanakumar.kuppusamy2/blog/2005/02/07/interfacing-to-xi-from-webdynpro
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     /people/riyaz.sayyad/blog/2006/05/10/consuming-xi-web-services-using-web-dynpro-150-ui-design-part-iii
I hope this will surely help you and
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regards
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BAPIs fpr T-Codes FV70 and FV-75 for creation of Customer Invoices

Hi all,
Can any1 tell me Validation BAPIs for T-Codes FV70 and FV75.
Please bear the following points
1. The BAPI should NOT create Parked Customer Invoices, they should just validate that the data to create the customer invoice.
2. The Transaction are used for CUSTOMER invoices NOt Vendor.
3. I've searched SDN and I got the follwing BAPIs
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              c. MRM_PARKED_INVOICE_ACCDATA
But they are all for Vendor Invoices and CREATE parking invoices, Both the things I do not want.
If someone knows the name of the BAPI please forward to me at the earliest.
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Hi Eric,
Many thanks, I'll check the BAPI out, meanwhile can u also tell me whether there is a BAPI for creating Parking documents, i.e. BAPIs for T-Codes for FV70 and FV75.
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Cheers
Abhishek

Steps and setup for Creation of Project Contract from Scratch

Dear All,
Steps and setup how to create contract from oracle project contracts?
Thanks
HNP
Edited by: user12197222 on Aug 1, 2012 1:30 AM

Please refer Ch 2 Creating New Contract Documents on below link from user guide:
http://docs.oracle.com/cd/B11454_01/11.5.9/acrobat/115okeug.pdf
thanks

How to create BP hierarchy in CRM 5.0

Hi All,
We are planning to create customer hierarchy in our SAP CRM 5.0 system. In other words, we want to have different departments within a company to be identified as a BP while the company itself is also a BP. How to implement this in CRM?
Greatly appreciated,
Leon

Hi Leon,
Creating a BP group (customer) hierarchy in CRM system is very easy. Please refer to the following very good help document : http://help.sap.com/saphelp_crm50/helpdata/en/12/cfea3b31aac554e10000000a114084/frameset.htm
But in CRM 5.0 every time you create a hierarchy node and saves it, then hierarchy automatically get disappears. You need to implement the following notes in your system to get rid of this problem : 958122, 960384 and 956066
<b>Do not forget to reward if helps</b>
Regards,
Paul Kondaveeti

Customer Hierarchy creation

Hi all,
I encounter a problem when trying to create a Customer Hierarchy in CRM, in the tcode BPH , I enter the hierarchy category as pricing , but i got the error
You cannot create hierarchy trees of this category
If the delta download for the ERP customer hierarchy is active, you cannot create a hierarchy tree of the category "Pricing" in CRM.
For this reason, you should establish that pricing based on the customer hierarchy and BP group hierarchy gives the same results in the ERP System and in CRM".
But I did not understand what does it mean, could anybody throw me a light?
cheers,
hy

Hi Ginnie ,
Have u pulled all the Pricing related Tables from ERP to CRM.
It has a dependency because pricing works on Customer Pricing Procedure and Document Pricing Procedure .
Regds,
Sunil Nair

Customer Hierarchy download in CRM7.0 Web UI

Hi Experts
Need your expert advice on the below issue:
We are using customer hierarchy from ECC to SAP CRM7.0 for one of our client. I have performed the below steps to bring ECC customer hierarchy to CRM.
SAP ECC System:
1.Hierarchy node is created thru tcode- v-12
2.Customer hierarchy is created thru tcode- VDH1N
Replication steps in CRM:
1.Replicate Customer Hierarchy Customizing thru TCode- R3AS, download object DNL_CUST_THIT .
2.Assign ERP Customer Hier. to CRM hierarchy category in SPRO .
3.Replicate Customer Hier thru Tcode u2013R3AS , download object DNL_BUPA_KNVH.
4.Create account hierarchy thru Tcode- BPH_DNL , we need to create the hierarchy only for the sales area 0001,01,01. So I have selected sales the required sales area only.
5.I checked in web ui and found the result for account hierarchies.
Current Result:
a.ECC hierarchy downloaded, however descriptions for the hierarchy nodes are missing in CRM web ui.
b.Customer assigned to ECC hierarchy can be seen in the u201CAccount Hierarchy Detailsu201D assignment block , however I could not see the customers in u201C Assigned Accountsu201D assignment block.
6.Expected Result :
a.ECC hierarchy display with description in u201C Account Hierarchy Detailsu201D assignment block.
b.Display customeru2019s information in u201C Assigned Accountsu201D assignment block.
Can anybody support and provide the information if we are missing any configuration step ? or the result is the correct behavior of standard system ?
I would really appreciate your help on this.
Regards
Satish Rikhi

Hi Tanya
My issue is got sovled with SAP note 1398619 .However, for the second issue there is no finding.
I am assuming ,that is standard SAP CRM behaviour , if we assign any account in crm , that will be shown in the assignment block.
Regards
Satish

Crm customer hierarchy to R3

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]
Thanks,
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:
1. SAP Easy Access >/nR3AC1-> Select CUST_HIERARCY.---> Double click ---> maintain the tables that you want transfer from CRM to R/3. --> Maintain the necessary function modules that map the data from CRM to R/3.
2. Load the business object CUST_HIERARCHY for upload or download using the transaction: R3AS.
3. Monitor SMQ1 and SMQ2.
Regards
Vijay Mudivedu
R3AS

Problem in Customer Hierarchy

Hi all,
I have a problem in creating customer hierarchy in CRM.
According to SAP HELP:
Before you create a CRM account hierarchy from an ERP customer hierarchy, you first have to:
●      Perform an initial load of the necessary Customizing settings from SAP ECC to SAP CRM.
Use the initial load in CRM (transaction R3AS) in CRM Middleware and the Customizing object DNL_CUST_THIT.
●      Map the ERP customer hierarchy categories to the CRM account hierarchies.
For more information about mapping, see in the Implementation Guide (IMG) Customer Relationship Management ® Master Data ® Business Partner ® Account Hierarchy ® Data Exchange of ERP Customer Hierarchies with SAP CRM ® Assign ERP Customer Hierarchy Type to CRM Hierarchy Category.
My problem stuck here where in the R/3 Hierarchy Type, the F4 help value does not show any value. I checked in R3, there is a standard entry A for customer hierarchy. Could any one help me on this?
●      Download the ERP table KNVH (customer hierarchies) to SAP CRM.
Use the initial load in SAP CRM (transaction R3AS) with the business object DNL_BUPA_KNVH. A copy of the ERP table KNVH is replicated to SAP CRM to create the account hierarchy from it.
cheers,
ginnie

Hello Ginnie,
Reason might be that initial download of DNL_CUST_THIT was not complete.
Check SM58 to see if there's an error, when the system was trying to download the hierarchy. Please go also to trx. st22 to see if there is a TIMEOUT dump related to this download. If so, you can try to increase the parameter rdisp/max_wprun_time and start again the download of the hierarchy.
Also some of the attached OSS Note 522815 might help for more details. Check also Note 516725 it might be helpful.
Thanks
Raja Pamireddy
CRM Marketing Forum Moderator

How to download the customer hierarchy from VDH2N

Hi Team,
Is there is any possibility for downloading the customer hierarchy from VDH2N. or any SAP standard report is available for downloading the customer hierarchy.
With Regards,
Jana

Hi,
Extract it from KNVH table
Kapil

Creation of custom idoc with entire code

Hi
I am kavitha ,working on abap skill , i want the entire documentation for creation of custom idoc , including writing of posting programe and also selection programe , if possible please forward me any real time scenarion . plz forward me its urgent

Hi,
Hoping that u would reward me all the helpful points please refer the link:
<a href="http://abapcode.blogspot.com">http://abapcode.blogspot.com</a>
regards,
Ameet

Step by Tutorial for Creation of Customer Hierarchy in CRM System

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