crm service billing with erp integration

8/13/2019 Crm Service Billing With Erp Integration

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SAP Best Practices CRM Ser*ice 'illing +ith ERP ,ntegration CM/ - Con%ig(ration G(i$e

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o art o% this (blication ma& be rero$(ce$ or transmitte$ in an& %orm or %or an& (rose +itho(t theeress ermission o% SAP AG. 3he in%ormation containe$ herein ma& be change$ +itho(t rior notice.

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Icons

Icon Meaning

Ca(tion

Eamle

ote

Recommen$ation

S&nta

Typographic Conventions

Type Style Description

Example text #or$s or characters that aear on the screen. 3hese incl($e %iel$names4 screen titles4 (shb(ttons as +ell as men( names4 aths an$otions.

Cross-re%erences to other $oc(mentation.

Example text Emhasi8e$ +or$s or hrases in bo$& tet4 titles o% grahics an$ tables.

E>AMP?E 3E>3 ames o% elements in the s&stem. 3hese incl($e reort names4rogram names4 transaction co$es4 table names4 an$ in$i*i$(al )e&+or$s o% a rogramming lang(age4 +hen s(rro(n$e$ b& bo$& tet4 %oreamle4 SE?EC3 an$ ,C?6DE.

Example text Screen o(t(t. 3his incl($es %ile an$ $irector& names an$ their aths4messages4 so(rce co$e4 names o% *ariables an$ arameters as +ell asnames o% installation4 (gra$e an$ $atabase tools.

EXAMPLE TEXT e&s on the )e&boar$4 %or eamle4 %(nction )e&s s(ch as F2/ or the

ENTER)e&.

Example text Eact (ser entr&. 3hese are +or$s or characters that &o( enter in the

s&stem eactl& as the& aear in the $oc(mentation. :ariable (ser entr&. Pointe$ brac)ets in$icate that &o( relace these

+or$s an$ characters +ith aroriate entries.

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Contents

1 P(rose.............................................................................................................................

2 Prearation........................................................................................................................

.2.1 PrereF(isites..............................................................................................................

Con%ig(ration.....................................................................................................................

..1 Ser*ice Process 3ime Sheet ,ntegration....................................................................

.1.1 Relicating Ser*ice Characteristics Rele*ant to Controlling.................................

.1.2 Assigning Plant an$ Storage ?ocation to Ser*ice 5rgani8ational 6nits................!

.1. Assigning Data Entr& Pro%ile SAP ERP/.............................................................. !

.1.; Maintaining Acti*it& 3&e Deri*ation SAP ERP/..................................................7

.1. Generating #or) Sche$(les SAP ERP/..............................................................

..2 Ser*ice Process Controlling ,ntegration....................................................................."

.2.1 Chec)ing 5r$er 3&e %or ,nternal 5r$er SAP ERP/............................................ "

.2.2 Chec)ing Res(lts Anal&sis e& SAP ERP/.......................................................10

.2. Maintaining Controlling Scenario SAP ERP/.....................................................10

.2.; Establishing Controlling 3&e4 ?e*el4 an$ Scenarios SAP ERP/.......................11

.2. De%ining Acco(nting ,n$icator SAP ERP/..........................................................1

.2.! Maintaining Prices %or Acti*it& 3&e SAP ERP/.................................................1

.2.7 Chec)ing Ser*ice 5r$er Relication into SAP ERP...........................................1;

.. Ser*ice Process 'illing ,ntegration...........................................................................1;

..1 Maintaining C(stomer Master Data SAP ERP/.................................................1

..2 De%ining Sales Doc(ment 3&es SAP ERP/.....................................................1

.. Assigning ,tem Categories SAP ERP/...............................................................1

..; Maing 3ransaction 3&es an$ ,tem Categories SAP ERP/...........................1"

.. Assigning Sales Area to Sales Doc(ment 3&es SAP ERP/.............................21

..! Maintaining Co& Control %or 'illing Doc(ments SAP ERP/..............................22

..7 Setting 6 ?ogistics Scenario %or Material #ith$ra+al SAP ERP/....................2

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CRM Service Billing with ERP Integration:Conig!ration "!i#e

$ P!rpose3his con%ig(ration g(i$e ro*i$es the in%ormation &o( nee$ to set ( the con%ig(ration o% thisb(il$ing bloc) man(all&.

Please %e aware that the content o this g!i#e is %ase# on S&P CRM ' E*P$with SPS+

, Preparation

,$ Prere-!isites

3he b(il$ing bloc) CRM Service Billing with ERP Integrationcontains the necessar& stes %orthe con%ig(ration o% the billing rocess as art o% the Service Order Managementscenario+ith the %illinger%orme$ in an ERPbac)-en$ s&stem.

3 Conig!ration

3$ Service Process Ti.e Sheet Integration

3$$ Replicating Service Characteristics Relevant toControlling

/se

3he (rose o% this acti*it& is to relicate the characteristics o% ser*ice rocesses contracts4or$ers an$ con%irmations/ that &o( +ant to (se %or Controlling in the ERP s&stem.

Proce#!re

1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions

Transaction co#e CRM_SERVICE_CO_CHAR

S&P CRM IM" .en! Customer Relationship Management Transactions

Settings for Service Transactions Integration ReplicateService Characteristics Relevant to Controlling

2. Select the R=C $estination o% &o(r relication target s&stem ERP s&stem/.

. Mar) the %ollo+ing obBects to be relicate$

3ransaction 3&es

,tem Categories

5rgani8ational 6nits

Ser*ice 3&es

:al(ation 3&es Pro$(ct Categories

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;. Choose Execute.

Res!lt

3he characteristics o% ser*ice rocesses contracts4 or$ers an$ con%irmations/ that &o( +antto (se %or Controlling in the ERP s&stem ha*e been relicate$.

3$, &ssigning Plant an# Storage 0ocation to Service1rgani2ational /nits

/se

,n this acti*it& &o( $e%ine +hich lant an$ +hich storage location o% this lant is assigne$ acombination o% ser*ice organi8ation4 ser*ice team an$ ser*ice emlo&ee. 3he assignmentalies to ser*ice rocesses in SAP CRM an$ is (se$ to $etermine the correct lant an$storage location +hen +ith$ra+ing or reser*ing sare art items.

Proce#!re


Transaction co#e SPRO

S&P CRM IM" .en! Customer Relationship Management Master ata

Organi!ational Management Cross"S#stem $ssignment of

Organi!ational %nits $ssign Plant and Storage &ocation to

Service Organi!ational %nits

2. Choose 'ew Entries

. Maintain the *al(es as sho+n in the %ollo+ing tablesiel# na.e /ser action an# val!es

Ser*ice 5rgani8ation 'PISER:,CE

Ser*ice 3eam J

Ser*ice Emlo&ee J

Plant K&o(r lantL e.g.4 1000/

Stor. ?oc. K&o(r storage locationL e.g.4 10;0/

;. Choose Savean$ select a c(stomi8ing reF(est i% necessar&.

. Choose Bac(.

3$3 &ssigning Data Entry Proile (S&P ERP)

/se

,n this acti*it&4 &o( state the $ata entr& ro%ile +hich sho(l$ be (se$ %or the trans%er o%con%irmation items %rom the CRM s&stem to the time sheet in the ERP s&stem.

Prere-!isites

A s(itable $ata entr& ro%ile has been $e%ine$ in the ,MG (n$erCross"$pplication ComponentsTime SheetSettings for $ll %ser InterfacesTime

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Recording Set %p ata Entr# Profiles(se the lin)s o%%ere$ in the ,MG acti*it&$oc(mentation/.

Proce#!re

1. Access the acti*it& (sing the %ollo+ing na*igation otions


S&P ERP IM" .en! Integration with Other m#S$P)com Components Customer

Relationship Management Settings for Service Processing

Time Sheet Integration $ssign ata Entr# Profile

2. Choose 'ew Entries.

. Select &o(r in$i*i$(al ro%ile *BCS(sing the in(t hel.

E4a.ple:,% the ERP s&stem has been set ( (sing ac)age S$P Best Practices for

Baseline E4 &o( can (se $ata entr& ro%ile *BCS.;. Sa*e &o(r entr& an$ select a c(stomi8ing reF(est i% reF(ire$.

Res!lt

o(r $ata entr& ro%ile has been assigne$.

3$5 Maintaining &ctivity Type Derivation (S&P ERP)

/se

,n this ,MG acti*it& &o( $e%ine the atten$ance t&es4 absence t&es an$ acti*it& t&es %or acombination o% item categor&4 ser*ice t&e an$ *al(ation t&e in the con%irmation4 +hichsho(l$ be (se$ +hen trans%erring con%irmation items %rom the CRM s&stem to the time sheetin the ERP s&stem.

Prere-!isites

A s(itable acti*it& t&e has been $e%ine$ in the ,MG (n$erControlling Cost Center $ccountingMaster ata$ctivit# T#pesCreate $ctivit#T#pes.

Proce#!re





Time Sheet Integration efine erivation of $ttendanceT#pe+ $ctivit# T#pe and Cost Element


. Enter the %ollo+ing $ata

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3, Service Process Controlling Integration

/se

3he (rose o% this section is to $escribe the necessar& settings %or the controllingintegration.

=or controlling integration to %(nction4 &o( m(st $e%ine the controlling scenario in the ERPs&stem an$ assign this to a combination o% ser*ice characteristics.

3,$ Chec9ing 1r#er Type or Internal 1r#er (S&P ERP)

/se

3he (rose o% this acti*it& is to ha*e an or$er t&e %or the internal or$er nee$e$. 3he 5r$er3&e is the e& SAP C5 C(stomi8ing %or CRM ,ntegration.

I the or#er type SAPSalrea#y e4ists yo! can s9ip this section

Prere-!isites

,% or$er t&e S$PSnee$s to be create$4 an accor$ing n(mber range nee$s to be create$ %orthe ne+ or$er t&e be%ore r(nning this transaction.

Do not change the 3erm S$PS4 rogram logic is $een$ing on this setting.

Proce#!re


Transaction co#e KOT2_FUNCAREA

S&P ERP IM" .en! Controlling Internal Orders Order Master ata efineOrder T#pes

2. Chec) i% or$er t&e S$PS 3CRM Servicealrea$& eists choose Position4/.,% not4 choose 'ew Entries.

. ,n the $ialog bo select or$er categor& /.,nternal 5r$er Controlling//

;. Enter the %ollo+ing *al(es

5r$er 3&e SAPS CRM Ser*ice

5r$er categor& ,nternal 5r$er Controlling/

(mber range inter*al 00000 N """""

2eneral parameters

Settlement ro%. "0 ot %or Settlement/

5bBect class Pro$(ction

Collecti*e or$er +itho(t a(tomatic goo$s mo*ement

Control indicators

C5 Partner 6$ate Semi-acti*e

Re*en(e ostings >

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$rchiving

Resi$ence 3ime 1 Months/

Resi$ence 3ime 2 2; Months/

Status management

Release imme$iatel& >

. Sa*e &o(r entries.

Res!lt

A ne+ or$er t&e %or internal or$ers S$PShas been create$.

3,, Chec9ing Res!lts &nalysis ;ey (S&P ERP)

/se3he res(lts anal&sis )e&is a control arameter o% res(lts anal&sis.,t $etermines i% a res(ltsanal&sis can be er%orme$ on the %ollo+ing obBects Sales $oc(ment item4 #'SIelement4an$internal or$er.3o er%orm a res(lts anal&sis4 &o( enter the res(lts anal&sis in the master recor$ o% the obBect.3he (rose o% this acti*it& is to create a correson$ing anal&sis )e&.

I the analysis 9ey YSERValrea#y e4ists yo! can s9ip this section

Proce#!re


Transaction co#e OKG1

S&P ERP IM" .en! Controlling Product Cost Controlling Cost O,5ect

Controlling Product Cost ,# Sales Order Period"End

Closing Results $nal#sis Create Results $nal#sis 6e#s

2. Chec) i% anal&sis )e& *SER7alrea$& eists. ,% not4 choose 'ew Entries)

. Maintain the %ollo+ing $ata recor$

R& ;ey Te4t

SER: SP RA %or Reso(rce-relate$ 'illing

;. Sa*e &o(r entries.

. Select a c(stomi8ing reF(est i% necessar&.

Res!lt

A correson$ing anal&sis )e& has been create$.

3,3 Maintaining Controlling Scenario (S&P ERP)

/se

3he (rose o% this acti*it& is to create a controlling scenario in the ERP bac)-en$ s&stem.

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Proce#!re




Relationship Management Settings for Service ProcessingControlling Integration Settings for Single"O,5ect

Controlling Create $nd Change Controlling Scenario

2. Choose 'ew Entries)

. Enter the %ollo+ing *al(es

iel# na.e/ser actionan# val!es


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Proce#!re



S&P ERP IM" .en! Integration with other m#S$P)com Components Customer

Relationship Management Settings for Service ProcessingControlling Integration Esta,lish Controlling T#pe+Controlling &evel+ and Controlling Scenarios

2. Highlight the eisting entr& %or Mass"O,5ect Controllingan$ choose Cop# $s4

. Enter the %ollo+ing *al(es

iel# na.e /ser action an# val!es

:ali$-=rom Date Kto$a& < 1$a&L

:ali$-=rom 3ime 000000

?ea$ing '3 3&e J

CRM 3rans. 3&e J

Ser*ice 5rgani8ation J

Res. 5rg. 6nit J

Controlling 3&e Single-5bBect Controlling

Controlling ?e*el ,tem

Re%erence 6sage Co&

:ali$-3o Date 1.12.""""

:ali$-3o 3ime 2""

;. Choose Enter.

. Con%irm the s&stem message +ith Enter.

#ith this acti*it& the 7alid"To ateo% the entr& +ith Mass"O,5ect Controllingascontrolling t&e is set to+ith 7alid"To Time2"#$%#$%/. Scroll ( to

chec).

!. Highlight the ne+ entr& an$ $o(ble-clic) on %ol$er Controlling Scenario)

7. ,n col(mn Controlling Scenarioenter &10BP Service Process Scenario1'()*+ t,e)*p't ,elp-

. Choose Back-

". Choose Save-

10. Select a c(stomi8ing reF(est i% necessar&.

11. Choose Bac(.

Res!lt

3he reF(ire$ controlling t&e an$ controlling le*el ha*e been seci%ie$.

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3,+ Deining &cco!nting In#icator (S&P ERP)

/se

o( onl& nee$ to carr& o(t this ,MG acti*it& i% &o( are (sing the controlling t&e single"o,5ectcontrolling. 3hen &o( can $e%ine the ossible acco(nting in$icatorshere.

o( assign the acco(nting in$icator later to the CRM ser*ice or$er or to the CRM ser*icecon%irmation. ,t is (se$ in all act(al cost ostings to $i%%erentiate the origin.

Proce#!re



S&P ERP IM" .en! Integration with other m#S$P)com Components

Customer Relationship Management Settings for Service

ProcessingControlling Integration Settings for Single"

O,5ect Controlling Settings for %se of $ccountingIndicatorsefine $ccounting Indicator

2. Choose 'ew Entriesan$ enter the %ollo+ing $ata


A,n$ G1

Acco(nting in$icator $esc Secial case 0O


;. Select a c(stomi8ing reF(est i% necessar&.

3,= Maintaining Prices or &ctivity Type (S&P ERP)

/se

#ith this acti*it&4 rices +ere $e%ine$ %or ERP acti*it& t&e Service Standard.

Proce#!re


S&P ERP transaction co#e KP2.

2. ,n the $ialog bo enter Controlling $rea ./// i% necessar&.

. 5n the initial screen enter the %ollo+ing selection criteria


7aria,les

:ersion 0

=rom Perio$ 001

3o Perio$ 012

=iscal &ear Kthis &earL

Cost Center 1"01 C(stomer Ser*ice/

Acti*it& 3&e 101 Ser*ice Stan$ar$/

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Entr#

=orm-'ase$ >

;. Choose b(tton Overview Screen 0891.

. ,n the ro+ %or acti*it& t&e 101 a$$ the %ollo+ing eamle $ata


Plan Acti*it&

Caacit&

Price =ie$/ 1400

:ariable rice

!. Choose Save.

Res!ltSome eamle rice $ata has been $e%ine$ %or the combination o% cost center .:/.Customer Servicean$ acti*it& t&e ./. Service Standard.

3,' Chec9ing Service 1r#er Replication into S&P ERP

Proce#!re



S&P ERP IM" .en! 8inancial $ccounting 0'ew18inancial $ccounting 2lo,al

Settings 0'ew1 Tools Customer Enhancements Business Transaction Events

2. =rom the men( choose SettingsP;S Modules4of an S$P $pplication.

. Con%irm all in%ormation messages.

;. Maintain the %ollo+ing *al(es i% the *al(e $oes not eist

Event Ctr &ppl !nction Mo#!le

000101;Sales $oc(ments

=inal chec)s ,,/

Kemt&L 'C-M,D CRSISA?ESIC5??EC3IDA3A


!. Choose a c(stomi8ing reF(est i% necessar&.

33 Service Process Billing Integration

Prere-!isites

A billing (nit has alrea$& been set ( li)e $escribe$ in the con%ig(ration g(i$e o% b(il$ingbloc) C/. CRM Organi!ational Model/.

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33$ Maintaining C!sto.er Master Data (S&P ERP)

/se

o( nee$ to maintain the aroriate sales area $ata concerning &o(r c(stomers.

Proce#!re


Transaction co#e V/02

S&P ERP .en! &ogisticsSales and istri,ution Master ata

Business Partners Customer Change Sales andistri,ution

2. Enter %ollo+ing *al(es


C(stomer K&o(r c(stomer n(mberL e.g.4 100000/

Sales area

Sales 5rgani8ation K&o(r sales organi8ationL here 1000/

Distrib(tion Channel K&o(r $istrib(tion channelL here 10/

Di*ision K&o(r $i*isionL here 10/

. Choose Continue 0Enter1.

;. Choose Sales $rea ata.

. 5n tab age Shippingmaintain the %ollo+ing $ata4 i% not re-%ille$ alrea$&


Shipping

Deli*ering Plant 1000 #er) 1/

!. 5n tab Billing ocumentsmaintain the %ollo+ing $ata4 i% not re-%ille$ alrea$&


eliver# and pa#ment terms

3erms o% a&ment 0001 Pa& imme$iatel& +9o $e$(ction/

7. Sa*e &o(r entries.

. Reeat these stes %or e*er& rele*ant c(stomers an$9or sales area.

33, Deining Sales Doc!.ent Types (S&P ERP)

/se

3he sales $oc(ment t&es reresent the $i%%erent b(siness transactions in Sales an$ er%orma central controlling %(nction %or the entire sales or$er rocess.

3he $e%inition an$ con%ig(ration o% sales $oc(ment t&es can be $i*i$e$ into three arts

De%inition o% the sales $oc(ment t&es themsel*es %or eamle4 stan$ar$ or$er 5R/ De%inition o% a$$itional sales $oc(ment %(nctions %or eamle4 n(mber ranges/

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Con%ig(rations %or general sales an$ $istrib(tion %(nctions %or eamle4 ricing/

3he (rose o% this acti*it& is to $e%ine the sales $oc(ment t&es.

Proce#!re

1. Access the acti*it& (sing the %ollo+ing na*igation otionsTransaction co#e SPRO

S&P ERP IM" .en! Sales and istri,ution SalesSales ocuments

Sales ocument


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0ang!age Description

Hebre+ HE/ df 'P

orean 5/ 'P

H(ngarian H6/ 'P Bj*krks

Romanian R5/ 'P Cre$it Memo

". Choose Cop# 0Enter1)

10. ,n or$er to create a ne+ sales $oc(ment t&e %or $ebit memo4 highlight the stan$ar$ sales$oc(ment t&e &=-Tan$ choose Cop# $s4

11. Maintain the %ollo+ing *al(es


Sales Doc(ment 3&e ?2#

Descrition 'P DebitMemo ReF.:al

12. Choose Enter)

1. Con%irm the in%ormation retrie*al concerning co&ing control rele*ance +ith *es.

#hen creating ne+ $ata man(all&4 &o( nee$ to maintain relate$ translation-sensiti*e $ata $escritions4 titles4 tets etc./ %or each reF(ire$ lang(age e.g.4 Ean$ DE/ in a$$ition.

1;. Highlight the ne+ sales $oc(ment t&e.

1. =rom the men( choose 2otoTranslationan$ select the accor$ing lang(ages/.

1!. Maintain the sales $oc(ment $escrition in all other reF(ire$ lang(ages


German DE/ 'P ?astschri%tsan%.

Sanish ES/ 'P :al.sol.nota $b.

=rench =R/ :ale(r $$e cr$it 'P

Port(g(ese P3/ 'P :al.sol.nota $b.

R(ssian R6/ Q VUWXYZY[Y \ZW]Y

Chinese ^H/ 'P

C8ech CS/ 'P Po_. na *r(bois

D(tch ?/ 'P Debetnota-aan*.,talian ,3/ 'P ota $i $ebito

Polish P?/ 'P l. =a)t or Pl(s

3(r)ish 3R/ 'P 'or De)ont 3l.

Danish DA/ 'P Debetnota

=innish =,/ 'P :el.las)(&&nt`

aanese A/ BP

or+egian 5/ 'P Debetnota

S+e$ish S:/ 'P 'egr. $ebetnotaHebre+ HE/ dfp 'P

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orean 5/ 'P

H(ngarian H6/ 'P terhels

Romanian R5/ 'P Debit Memo

17. Choose Continue 0Enter1)

1. Sa*e &o(r entries an$ select a c(stomi8ing reF(est i% necessar&.

Res!lt

e+ sales $oc(ment t&e %or cre$it memo an$ $ebit memo ha*e been create$ in the ERPbac)en$ s&stem.

333 &ssigning Ite. Categories (S&P ERP)

/se

3he (rose o% this acti*it& is to seci%& +hich item categories the s&stem rooses $(ring$oc(ment rocessing %or each sales $oc(ment t&e an$ item categor& gro(. At the sametime4 &o( can seci%& a$$itional item categories +ith +hich the s&stem $e%a(lt can beo*er+ritten. 3here is a maim(m o% three ossible alternati*e item categories.

,%4 %or eamle4 &o( enter a material +ith the item categor& gro( 5RM in a stan$ar$ or$er4the SAP S&stem $etermines the allo+e$ item categor& *ia the assignment o% item categoriesto sales $oc(ment t&es an$ item categor& gro(s.

3he s&stem $e%a(lt an$ the allo+e$ alternati*es are al+a&s $etermine$ %rom the sales$oc(ment t&e an$ one or t+o %(rther criteria. 3he s&stem $e%a(lt $een$s on the %ollo+ing

criteria Sales $oc(ment t&e

,tem categor& gro(

,tem categor& o% the higher-le*el item

,tem categor& (sage

Proce#!re



S&P ERP IM" .en! Sales and istri,ution Sales Sales ocuments Sales

ocument Item$ssign Item Categories


. Maintain the *al(es as sho+n in the %ollo+ing tables


Sales Doc. 3&e G2#

,tem cat. gro( ?E,S

,tem categor& G2#

;. Sa*e &o(r entries4 select a c(stomi8ing reF(est i% necessar& an$ choose Bac(.

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. Choose 'ew Entries.

!. Maintain the *al(es as sho+n in the %ollo+ing tables


Sales Doc. 3&e ?2#

,tem cat. gro( ?E,S

,tem categor& ?2#

7. Choose Savean$ Bac(.

. ,% necessar& reeat these stes %or all other rele*ant item categor& gro(s besi$e itemcategor& gro( &EIS%or eamle4 %or item categor& gro( YBC1(se$ b& the sol(tionS$P Best Practices for Services Industries/.

Res!lt

,tem categories +ere assigne$ to the ne+ sales $oc(ment t&es.

335 Mapping Transaction Types an# Ite. Categories (S&PERP)

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#hen SAP CRM Ser*ice transactions are trans%erre$ to SAP ERP %or billing4 $ebit memoreF(ests are create$ as sales or$ers in SAP ERP. 3he $ebit memo reF(est sales or$er/items reresent the billing-rele*ant items in the original transaction.

3he (rose o% this acti*it& is to $etermine the SAP ERP sales or$er t&es an$ item

categories that the s&stem (ses to reresent b(siness transactions an$ items %rom SAP CRMSer*ice that are to be bille$ in SAP ERP. o( ma the %ollo+ing

SAP CRM transaction t&es to SAP ERP sales or$er t&es %or $ebit an$ cre$itmemo reF(ests/

SAP CRM item categories to SAP ERP sales or$er item categories %or $ebit an$cre$it memo reF(ests/

Proce#!re





Billing Integration Map Transaction T#pes and Item

Categories

2. Choose 'ew Entriesan$ maintain the *al(es as sho+n in the %ollo+ing table


CRM 3rans. 3&e 3S:

DM reF.$oc t&e ?2#

DM R' reason 00;

CM reF.$oc t&e G2#

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CM R' reason 00;

. Choose Savean$ select a c(stomi8ing reF(est i% reF(ire$.

;. Choose Bac()

. Highlight the ne+ entr& an$ select *ie+ Item categor# mapping+ith $o(ble-clic).

!. Choose 'ew Entriesan$ maintain the %ollo+ing $ata


CRM 3rans. 3&e 3S:

,tem Categor& SRP

DM reF. item cat ?2#

CM reF. item cat G2#

ReBectionReason 11 12 +as not a*ailable/

7. Choose Savean$ Bac(t+ice.

. Select *ie+ Transaction t#pe mapping+ith a $o(ble-clic).

". Choose 'ew Entries)

10. Maintain the %ollo+ing $ata


CRM 3rans. 3&e C5

DM reF. $oc t&e ?2#

DM R' reason 00;

CM reF. $oc t&e G2#

CM R' reason 00;

11. Select *ie+ Item categor# mapping+ith $o(ble-clic).

12. Choose 'ew Entriesan$ maintain the %ollo+ing $ata


CRM 3rans. 3&e C5

,tem Categor& S:P

DM rec. item cat ?2#

CM rec. item cat G2#

ReBectionReason 11

1. Sa*e &o(r entries an$ choose Bac(.

1;. Choose 'ew Entries.

1. Maintain the *al(es as sho+n in the %ollo+ing tables


CRM 3rans. 3&e C5

,tem Categor& :CM

DM reF. item cat ?2#3

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CM reF. item cat G2#3

ReBectionReason 11

1!. Choose Savean$ Bac(.

33+ &ssigning Sales &rea to Sales Doc!.ent Types (S&PERP)

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#ith this acti*it& &o( allocate the allo+e$ or$er t&esto each sales area gro(.

Proce#!re



S&P ERP IM" .en! Sales and istri,ution Sales Sales ocuments Sales

ocument


22/23


33= Maintaining Copy Control or Billing Doc!.ents (S&PERP)

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,n this acti*it& &o( $e%ine control $ata %or the $oc(ment %lo+o% billing $oc(ments.

o( can seci%& %or a artic(lar billing t&e +hich $oc(ment t&e is to be assigne$ to coie$re%erence $oc(ments an$ +hich item categories are to be coie$.

o( m(st also ma)e seci%ications %or co&ing reF(irements an$ trans%erring $ata4 as +ell asF(antit& an$ *al(e ($ates in $oc(ment %lo+. Do this %or each co&ing roce$(re at hea$eran$ item le*el on the aroriate $etail screen.

Proce#!re



S&P ERP IM" .en! Sales and istri,ution Billing Billing ocuments

Maintain Cop#ing Control for Billing ocuments

2. Choose acti*it& Cop#ing control> Sales document to ,illing document.

. ,n *ie+


23/23


1!. Press Enter

17. Choose Savean$ select a c(stomi8ing reF(est i% necessar&.

1. ChooseBac(.

33' Setting /p 0ogistics Scenario or Material 8ith#rawal(S&P ERP)

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3he logistics scenario allo+s &o( to $etermine the +ith$ra+al an$ osting o% the sare artsthat +ere con%irme$ in a CRM ser*ice rocess.

Proce#!re





&ogistics Integration Create and Change &ogistics

Scenario for Material -ithdrawal


. Maintain the %ollo+ing *al(es


3rans.3&e C5

,tem Cat. :CM

Ser*ice 5rgani8ation 'PISER:,CE

Resonsible org. (nit ser*ice/ 'PISER:,CE

?ogistics Scen. Plant 9 Storage ?ocation

;. Choose Savean$ select a c(stomi8ing reF(est i% necessar&.

. Choose Bac(.

crm service billing with erp integration

Documents