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Function documentation Data Exchange for Sales Transactions: CRM Enterprise– ERP System 

Use

Data exchange for sales transactions enables you to make quotations and sales orders available in CRM and ERP, and to trigger the subsequent logistical processes for orders.

Integration

You can also create sales transactions in Mobile Sales. These are also transferred via CRM Enterprise to the ERP system using CRM Middleware.

Further information is available under Data Exchange for Sales Transactions: CRM Enterprise - CRM Mobile.

Prerequisites

You have matched the following Customizing settings in CRM Enterprise with the settings in the ERP system:

·  Transaction type (SAP CRM) / sales document type (ERP).

·  Item category

·  Number range

·  Item number assignments

The sales transaction fulfills the following conditions:

·  It contains at least one item. Header data from business transactions is not transferred alone.

·  You have saved the transaction and it does not contain errors.

·  You have not set the distribution lock.

Features

General Functions (Standard Data Exchange Scenario)

·  You can transfer sales transactions from CRM Enterprise to the ERP system using CRM Middleware.

·  If you make changes in the ERP system to a transferred CRM transaction, they are not distributed back to CRM Enterprise.

·  You can create sales orders with reference to quotations and trigger subsequent processes for orders in the ERP system.

·  You can create quotations and sales orders in the ERP system that are transferred to SAP CRM. The documents are only displayed there, and cannot be edited.

·  You can only make changes to documents created in the ERP system in the ERP system itself. Changes are then transferred to SAP CRM.

·  You can use the distribution status in the transaction to check whether the transfer to the ERP system was successful. Error messages regarding the transfer are displayed in the application log.

Note

If you also want to display warning messages in the application log regarding the transfer, you have to make the entry PARNAME = COLLECT_WARNINGS in the SMOFPARSFA system table.

·  You can lock sales documents for processing in CRM Enterprise, and permit display only. You do this when you only want to use a transaction type for the replication of transactions to the ERP system. A user in CRM Enterprise cannot select the respective transaction type for processing. This can be useful for processes that are supported in the ERP system, but not in SAP CRM, for example configuration processing.

In order to block a transaction type for online processing, select Customer Relationship Management Transactions Basic Settings Define Transaction Types in the Implementation Guide (IMG). Select the required transaction type and Details and make the appropriate setting in the Inactive field.

Interdependent Changes

Interdependent changes allows you to create, change, and transfer transactions in CRM Enterprise and in the ERP system. You can find more information under Interdependent Changes.

Defining ERP as Leading System (Data Exchange Scenarios X, Y, Z)

The data exchange scenarios X, Y, and Z allow you to define your ERP system as the leading business system , and make changes to sales transactions there only. You can find more information under FDefining ERP as Leading System (Data Exchange Scenarios X, Y, Z).

Note

If you use SAP CRM 4.0 <SP04 and SAP R/3 4.7, you cannot use interdependent changes or data exchange scenarios X, Y, and Z.

 

See also:

You can find more information on sales orders and quotations under Data Exchange for Quotations: CRM Enterprise – ERP-System and Data Exchange for Sales Orders: CRM Enterprise – ERP-System.

Further information on subsequent processes for sales orders in the ERP system is available in the SAP Library under Logistics Sales and Distribution Sales.

You can find more information on data exchange in SAP Notes 541113 and 705200.