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Procedure documentationCVI: Settings for CRM Middleware Locate this document in the navigation structure

Procedure

  1. Define RFC destinations.

    • In SAP Customer Relationship Management (SAP CRM), create the RFC connection from SAP CRM to SAP ERP (transaction SM59):

      type: 'ABAP Connections'. Use a suitable ERP user, such as CRMOLTP.

    • In SAP ERP, create the RFC connection from SAP ERP to SAP CRM (transaction SM59):

      type: 'ABAP Connections'. Use a suitable CRM user, such as RFC.

    Note Note

    Check the transaction SM30, view CRMRFCPAR, to see whether there is an entry for this connection to SAP CRM:

    • User: CRM

    • Object name: '*'

    • RFC destination: here you enter the connection that you just created

    • Load type: '*'

    End of the note.
  2. SAP CRM: Register the CSA* queues in the qRFC monitor.

    Check whether queues with the name CSABUPA* (or CSA*) and R3A* exist.

    Note Note

    If CSA* is already active, you cannot add CSABUPA* because it is contained in CSA*. In this case, leave this as CSA*. Ensure that the queues are registered.

    End of the note.
  3. SAP CRM: Create sites and subscriptions for data distribution using the middleware (transaction SMOEAC).

    Create a subscription to the following replication objects and publications for the ERP system:

    Replication Object

    Type

    Publications

    BUAG_MAIN

    Simple Bulk

    Business Agreements (MESG)

    BUPA_MAIN

    All Business Partners (MESG)

    BUPA_REL

    All Business Partner Relationships (MESG)

    Caution Caution

    Do not create a subscription for the ERP system to publications with the replication object VEND_MAIN.

    End of the caution.
  4. Settings for the SAP Business Partner

    Create number ranges for the SAP Business Partner and assign these to a grouping.

    Note Note

    You have to do this in both SAP CRM and SAP ERP. The groupings that you use in the CRM system for business partner distribution in the ERP system, must be identical in the ERP system, and vice versa. You use the grouping criteria to find the corresponding number ranges in the target system. The business partners do not have to have the same number in the CRM and ERP system. However, if this is required, make sure that you create number ranges in the CRM and ERP system that are large enough. In the target system (such as SAP ERP), use external number assignment to assign a number range to each grouping criterion used for identical numbering. In the ERP system, you can also activate the function module COM_BUPA_MWX_MAP_NUMRANGE as described below.

    End of the note.
  5. CRM outbound

    SAP CRM: Activate the function modules for data distribution (transaction SM30, view V_BUT_CALL_FU).

    In SAP CRM, activate BDoc generation for the middleware. Activate the following function modules by setting the Call indicator. The item numbers determine the sequence in which the function modules with the same event and object are executed within a group. The sequence is important only if the absolute values of the items can differ from one another.

    Event

    Object

    Item

    Function Module

    Call

    CRMOU

    BUPA

    1000000

    BUPA_OUTBOUND_BPS_FILL_CENTRAL

    X

    1200000

    CRM_BUPA_OUTB_BPS_FILL_MD

    X

    1300000

    CRM_BUPA_BDOC_BPS_FILL_DATA

    X

    2000000

    ABA_FSBP_OUTBOUND_BPS_FILL

    X

    BUPR

    1000000

    BUPA_OUTBOUND_BPR_FILL_CENTRAL

    X

    1200000

    CRM_BUPA_OUTB_BPR_FILL_MD

    X

    1300000

    CRM_BUPA_BDOC_BPR_FILL_DATA

    X

    BPOUT

    BUPA

    200000

    BUPA_MWX_BDOC_CREATE_MAIN

    X

    BUPR

    100000

    BUPA_MWX_BDOC_CREATE_REL

    X

    CLEAR

    BUPA

    1000000

    BUPA_OUTBOUND_CLEAR_FLAGS

    X

    2000000

    ABA_FSBP_OUTBOUND_CLEAR_FLAGS

    X

    Note Note

    Do not activate the following function modules in the CRM system if you use the Leasing scenario; that is, do not set the Call indicator. However, do not delete any entries from the table because the function modules can be used for other purposes.

    Event

    Object

    Item

    Function Module

    Call

    CRMOU

    BUPA

    Any

    CRM_BUPA_BDOC_BPS_FILL_VENDOR

    ABA_FSBP_EMP_TO_ROLE_OUTBOUND

    BPOUT

    BUPA

    VEND_MWX_CREATE_MAIN_BDOC

    BUPA_OUTBOUND_MAIN*)

    BUPA_OUTBOUND_ALE_MAIN

    BUPR

    UDM_OUTBOUND_ALE_REL

    BUPA_OUTBOUND_REL*)

    BUPA_OUTBOUND_ALE_REL

    BUPX

    MDS_BUPA_OUTBOUND

    R3AOU

    BUPA

    BUPA_MWX_BDOC_UP_CURRSTATE_SET

    XIOUT

    BUPA

    Any *)

    BUPR

    Any *)

    *) If an XI distribution of business partners is required for other systems (ERP systems or third-party systems), you have to activate these function modules. In this case, ensure that XI does not distribute the business partner data to the same ERP system as the middleware.

    End of the note.
  6. ERP inbound and synchronization

    • SAP ERP: Call the transaction SM30, table CRMSUBTAB, and check whether the following entries have been made. Set the Inactive indicator as below:

      User

      Object Name

      Upload/Download

      Object Class

      Function Module

      Inactive

      CRM

      BUPA_MAIN

      U

      BUPA

      FSL_BUPA_MAIN_INBOUND

      CRM

      BUPA_MAIN

      U

      BUPA

      COM_BUAG_MAIN_INBOUND

      CRM

      BUPA_REL

      U

      BUPA

      COM_BUPA_REL_INBOUND

      CRM

      VEND_MAIN

      U

      BUPA

      COM_VEND_MAIN_INBOUND

      X

    • Define function modules for data exchange

      SAP ERP: Call the transaction SM30, view COM_BUPA_CALL_FU, and activate the following function modules by setting the Call indicator.

      Event

      Object

      Item

      Function Module

      Call

      R3OBI

      BUPA

      1000100

      FSL_BUPA_MAIN_BP_INBOUND

      X

      BUPA

      1000100

      FILA_BUPA_MAIN_BP_INBOUND

      X

      BUPR

      1000000

      COM_BUPA_REL_BP_INBOUND

      X

      R3IN

      BUPA

      800

      FSL_BUPA_INBOUND_FILTER_IDENT

      X*)

      800

      FILA_BUPA_INBOUND_FILTER_IDENT

      X*)

      900

      FSL_BUPA_INBOUND_MWX_ADD_ROLES

      X

      900

      FILA_BUPA_INBOUND_ADD_ROLES

      X

      1000

      FSC_BUPA_MWX_FILTER_MAIN

      X

      10000

      COM_BUPA_MWX_FILTER_MAIN

      X

      BUPR

      10000

      COM_BUPA_MWX_FILTER_REL

      X

      100000

      COM_BUPA_MWX_MAP_REL_CENTRAL

      X

      *) Activate only if the identification types CRM002 and CRM004 are not used in the ERP system.

      If you want to use the same numbers that you used in the CRM system for the SAP Business Partner in the ERP system, you have to activate the following check module. If a business partner created in the ERP system does not receive the same number, this function module terminates processing and creates a BDoc error that you can view in the CRM system.

      Event

      Object

      Item

      Function Module

      Call

      R3IN

      BUPA

      50000

      COM_BUPA_MWX_MAP_NUMRANGE

      X

      Note Note

      Do not activate the following functions modules in the CRM system if you use full service leasing; that is, do not set the Call indicator. However, do not delete any entries from the table because the function modules can be used for other purposes.

      Event

      Object

      Item

      Function Module

      Call

      R3OBI

      BUPA

      Any

      COM_BUPA_MAIN_BP_INBOUND

      PI_BP_PROXY_BAPI_CUSTOMER

      BUPR

      PI_BP_PROXY_BAPI_CUSTOMER

      VEND

      PI_BP_PROXY_BAPI_VENDOR

      R3IN

      BUPA

      COM_BUPA_MWX_MAP_MAIN_CENTRAL

      FSL_BUPA_MWX_MAP_MAIN_CENTRAL

      *)

      *) Obsolete, do not use this entry. Delete this entry but do not delete any other entries.

      End of the note.
    • SAP ERP: Activate function modules

      SAP ERP: Call the transaction SM30, view V_BUT_CALL_FU, and activate the following function modules by setting the Call indicator. The item numbers determine the sequence in which the function modules with the same event and object are executed within a group. The sequence is important only if the absolute values of the items can differ from one another.

      Event

      Object

      Item

      Function Module

      Call

      CRMIN

      BUPA

      1000000

      BUPA_INBOUND_MAIN_CENTRAL

      X

      2000000

      ABA_FSBP_INBOUND_MAIN

      X

      BUPR

      1000000

      BUPA_INBOUND_REL_CENTRAL

      X

      CRMOU

      BUPA

      1000000

      BUPA_OUTBOUND_BPS_FILL_CENTRAL

      X

      BUPR

      1000000

      BUPA_OUTBOUND_BPR_FILL_CENTRAL

      X

      BPOUT

      BUPX

      1000000

      MDS_BUPA_OUTBOUND

      X

      (The CRMOU and BPOUT events are relevant for internal synchronization via CVI.)

      Other function modules may be required, such as for the MERGE event.

      Caution Caution

      If you use the Leasing scenario, do not activate the following function module in the CRM system; that is, do not set the Call indicator.

      Event

      Object

      Item

      Function Module

      Call

      CRMIN

      BUPR

      Any

      FS_BPREL_DIST_CRITERIA_ROLE

      End of the caution.