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SAP Best Practices CRM Ser*ice 'illing +ith ERP ,ntegration CM/ - Con%ig(ration G(i$e
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2011 SAP AG. All rights reser*e$.
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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SAP Best Practices CRM Ser*ice 'illing +ith ERP ,ntegration CM/ - Con%ig(ration G(i$e
Icons
Icon Meaning
Ca(tion
Eamle
ote
Recommen$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
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
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
Transaction co#e SPRO
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
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
Transaction co#e SPRO
S&P ERP IM" .en! Integration with Other m#S$P)com Components Customer
Relationship Management Settings for Service Processing
Time Sheet Integration efine erivation of $ttendanceT#pe+ $ctivit# T#pe and Cost Element
2. Choose 'ew Entries.
. 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
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
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
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
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
1. Access the acti*it& (sing the %ollo+ing na*igation otions
Transaction co#e SPRO
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 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
1. Access the acti*it& (sing the %ollo+ing na*igation otions
Transaction co#e SPRO
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
1. Access the acti*it& (sing the %ollo+ing na*igation otions
Transaction co#e SPRO
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
iel# na.e /ser action an# val!es
A,n$ G1
Acco(nting in$icator $esc Secial case 0O
. Sa*e &o(r entries.
;. 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
1. Access the acti*it& (sing the %ollo+ing na*igation otions
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
iel# na.e /ser action an# val!es
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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iel# na.e /ser action an# val!es
Entr#
=orm-'ase$ >
;. Choose b(tton Overview Screen 0891.
. ,n the ro+ %or acti*it& t&e 101 a$$ the %ollo+ing eamle $ata
iel# na.e /ser action an# val!es
Plan Acti*it&
Caacit&
Price =ie$/ 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
1. Access the acti*it& (sing the %ollo+ing na*igation otions
Transaction co#e SPRO
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 $oc(ments
=inal chec)s ,,/
Kemt&L 'C-M,D CRSISA?ESIC5??EC3IDA3A
. Sa*e &o(r entries.
!. Choose a c(stomi8ing reF(est i% necessar&.
33 Service Process Billing Integration
Prere-!isites
A billing (nit has alrea$& 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
1. Access the acti*it& (sing the %ollo+ing na*igation otions
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
iel# na.e /ser action an# val!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$&
iel# na.e /ser action an# val!es
Shipping
Deli*ering Plant 1000 #er) 1/
!. 5n tab Billing ocumentsmaintain the %ollo+ing $ata4 i% not re-%ille$ alrea$&
iel# na.e /ser action an# val!es
eliver# and pa#ment terms
3erms o% a&ment 0001 Pa& imme$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$$itional sales $oc(ment %(nctions %or eamle4 n(mber ranges/
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Con%ig(rations %or general sales an$ $istrib(tion %(nctions %or eamle4 ricing/
3he (rose o% this acti*it& is to $e%ine the sales $oc(ment t&es.
Proce#!re
1. Access the acti*it& (sing the %ollo+ing na*igation otionsTransaction co#e SPRO
S&P ERP IM" .en! Sales and istri,ution SalesSales ocuments
Sales ocument
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0ang!age Description
Hebre+ HE/ df 'P
orean 5/ 'P
H(ngarian H6/ 'P Bj*krks
Romanian R5/ 'P Cre$it Memo
". Choose Cop# 0Enter1)
10. ,n or$er to create a ne+ sales $oc(ment t&e %or $ebit memo4 highlight the stan$ar$ sales$oc(ment t&e &=-Tan$ choose Cop# $s4
11. Maintain the %ollo+ing *al(es
iel# na.e /ser action an# val!es
Sales Doc(ment 3&e ?2#
Descrition 'P DebitMemo ReF.:al
12. Choose Enter)
1. Con%irm the in%ormation retrie*al concerning co&ing control rele*ance +ith *es.
#hen creating ne+ $ata man(all&4 &o( nee$ to maintain relate$ translation-sensiti*e $ata $escritions4 titles4 tets etc./ %or each reF(ire$ lang(age e.g.4 Ean$ DE/ in a$$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
0ang!age Description
German DE/ 'P ?astschri%tsan%.
Sanish ES/ 'P :al.sol.nota $b.
=rench =R/ :ale(r $$e cr$it 'P
Port(g(ese P3/ 'P :al.sol.nota $b.
R(ssian R6/ Q VUWXYZY[Y \ZW]Y
Chinese ^H/ 'P
C8ech CS/ 'P Po_. na *r(bois
D(tch ?/ 'P Debetnota-aan*.,talian ,3/ 'P ota $i $ebito
Polish P?/ 'P l. =a)t or Pl(s
3(r)ish 3R/ 'P 'or De)ont 3l.
Danish DA/ 'P Debetnota
=innish =,/ 'P :el.las)(&&nt`
aanese A/ BP
or+egian 5/ 'P Debetnota
S+e$ish S:/ 'P 'egr. $ebetnotaHebre+ HE/ dfp 'P
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0ang!age Description
orean 5/ 'P
H(ngarian H6/ 'P terhels
Romanian R5/ 'P Debit Memo
17. Choose Continue 0Enter1)
1. Sa*e &o(r entries an$ select a c(stomi8ing reF(est i% necessar&.
Res!lt
e+ sales $oc(ment t&e %or cre$it memo an$ $ebit memo ha*e been create$ in the ERPbac)en$ s&stem.
333 &ssigning Ite. Categories (S&P ERP)
/se
3he (rose o% this acti*it& is to seci%& +hich item categories the s&stem rooses $(ring$oc(ment rocessing %or each sales $oc(ment t&e an$ item categor& gro(. At the sametime4 &o( can seci%& a$$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 $oc(ment t&e
,tem categor& gro(
,tem categor& o% the higher-le*el item
,tem categor& (sage
Proce#!re
1. Access the acti*it& (sing the %ollo+ing na*igation otions
Transaction co#e SPRO
S&P ERP IM" .en! Sales and istri,ution Sales Sales ocuments Sales
ocument Item$ssign Item Categories
2. Choose 'ew Entries.
. Maintain the *al(es as sho+n in the %ollo+ing tables
iel# na.e /ser action an# val!es
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
iel# na.e /ser action an# val!es
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 $oc(ment t&es.
335 Mapping Transaction Types an# Ite. Categories (S&PERP)
/se
#hen SAP CRM Ser*ice transactions are trans%erre$ 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$it memo reF(ests/
Proce#!re
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
Transaction co#e SPRO
S&P ERP IM" .en! Integration with other m#S$P)com Components Customer
Relationship Management Settings for Service Processing
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
iel# na.e /ser action an# val!es
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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iel# na.e /ser action an# val!es
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 $ata
iel# na.e /ser action an# val!es
CRM 3rans. 3&e 3S:
,tem Categor& SRP
DM reF. item cat ?2#
CM reF. item cat G2#
ReBectionReason 11 12 +as not a*ailable/
7. Choose Savean$ Bac(t+ice.
. Select *ie+ Transaction t#pe mapping+ith a $o(ble-clic).
". Choose 'ew Entries)
10. Maintain the %ollo+ing $ata
iel# na.e /ser action an# val!es
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 $ata
iel# na.e /ser action an# val!es
CRM 3rans. 3&e C5
,tem Categor& S:P
DM rec. item cat ?2#
CM rec. item cat G2#
ReBectionReason 11
1. Sa*e &o(r entries an$ choose Bac(.
1;. Choose 'ew Entries.
1. Maintain the *al(es as sho+n in the %ollo+ing tables
iel# na.e /ser action an# val!es
CRM 3rans. 3&e C5
,tem Categor& :CM
DM reF. item cat ?2#3
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iel# na.e /ser action an# val!es
CM reF. item cat G2#3
ReBectionReason 11
1!. Choose Savean$ Bac(.
33+ &ssigning Sales &rea to Sales Doc!.ent Types (S&PERP)
/se
#ith this acti*it& &o( allocate the allo+e$ or$er t&esto each sales area gro(.
Proce#!re
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
Transaction co#e SPRO
S&P ERP IM" .en! Sales and istri,ution Sales Sales ocuments Sales
ocument
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33= Maintaining Copy Control or Billing Doc!.ents (S&PERP)
/se
,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 $etail screen.
Proce#!re
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
Transaction co#e SPRO
S&P ERP IM" .en! Sales and istri,ution Billing Billing ocuments
Maintain Cop#ing Control for Billing ocuments
2. Choose acti*it& Cop#ing control> Sales document to ,illing document.
. ,n *ie+
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1!. Press Enter
17. Choose Savean$ select a c(stomi8ing reF(est i% necessar&.
1. ChooseBac(.
33' Setting /p 0ogistics Scenario or Material 8ith#rawal(S&P ERP)
/se
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
1. Access the acti*it& (sing one o% the %ollo+ing na*igation otions
Transaction co#e SPRO
S&P ERP IM" .en! Integration with other m#S$P)com Components Customer
Relationship Management Settings for Service Processing
&ogistics Integration Create and Change &ogistics
Scenario for Material -ithdrawal
2. Choose 'ew Entries.
. Maintain the %ollo+ing *al(es
iel# na.e /ser action an# val!es
3rans.3&e C5
,tem Cat. :CM
Ser*ice 5rgani8ation 'PISER:,CE
Resonsible org. (nit ser*ice/ 'PISER:,CE
?ogistics Scen. Plant 9 Storage ?ocation
;. Choose Savean$ select a c(stomi8ing reF(est i% necessar&.
. Choose Bac(.