Making Settings for Customer/Vendor Integration

To synchronize customer and vendor master data with the CRM system, you use customer/vendor integration (CVI). Customer/vendor integration synchronizes the related synchronization objects in the ERP system:

SAP business partner (BP)
Customer master record
Vendor master record

You make settings for customer/vendor integration only in the ERP system.

Procedure

Check if the following settings were made in SAP Customizing under Start of the navigation path Cross-Application Components Next navigation step Master Data Synchronization Synchronization Control Synchronization Control Synchronization Objects End of the navigation path .

Syn. Object	Sync. Mode )*	Extractor Class	Description	Platform	Block size
`BP`	`1`	`CVI_BP_EXTRACTOR`	`Business partner`	`X`	`50`
`Customer`	`1`	`CMD_EI_API_EXTRACT`	`Customer`		`50`
`Vendor`	`1`	`VMD_EI_API_EXTRACT`	`Vendor`		`50`

*) Synchronization mode:

1 = For synchronous comparison and mass data load

2 = For synchronous comparison only

3 = For mass data load only

Enter the following synchronization options. To do so, in SAP Customizing, choose Start of the navigation path Cross-Application Components Next navigation step Master Data Synchronization Synchronization Control Preparatory Steps for Synchronization Control End of the navigation path and follow the link “synchronization processes” in the documentation.

A synchronization option represents a combination of a source synchronization object and a target synchronization object. The synchnronization option shows which source synchronization object is synchronized with which target synchronization object.

Source Obj.	Target Obj.	Strategy Implementation	Queue Name
`BP`	`Customer`	`CVI_STRATEGY_BP_CUSTOMER`	`MDS_BUPA_CUST`
`BP`	`Vendor`	`CVI_STRATEGY_BP_VENDOR`	`MDS_BUPA_VEND`
`Customer`	`BP`	`CVI_STRATEGY_CUSTOMER_BP`	`MDS_CUST_BUPA`
`Vendor`	`BP`	`CVI_STRATEGY_VENDOR_BP`	`MDS_VEND_BUPA`

Make sure that the following queues for background processing of synchronization processes are registered and activated. To do so, in SAP Customizing, choose Cross-Application Components Master Data Synchronization Synchronization Control Preparatory Steps for Synchronization Control and follow the link “queue processing” in the documentation.
- MDS_BUPA_CUST*
- MDS_BUPA_VEND*
- MDS_CUST_BUPA*
- MDS_VEND_BUPA*
Activate the synchronization options in SAP Customizing under Cross-Application Components Master Data Synchronization Synchronization Control Synchronization Control Activate Synchronization Options as follows:

Source Obj.

Target Obj.

Act. Ind.

BP

Customer

X

BP

Vendor

X

Customer

BP

X

Vendor

BP

X
Synchronize the business partner (BP) with the customer (CUSTOMER).
- Assign the business partner grouping to the account group of the customer. In SAP Customizing choose Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Keys Define Number Assignment for Direction BP to Customer . If you set the Same Number indicator, then the ERP system uses identical numbers for the business partner (BP) and the customer (CUSTOMER).
  
  Note
  You create and assign number ranges for customer accounts in SAP Customizing under Financial Accounting (New) Accounts Receivable and Accounts Payable Customer Accounts Master Data Preparations for Creating Customer Master Data .
  
  End of the note.
  
  Note
  You create and assign number ranges for business partners in SAP Customizing under Cross-Application Components SAP Business Partner Business Partner Basic Settings Number Ranges and Groupings .
  
  End of the note.
  
  Example
  The following table shows example entries. In making your own settings, use the business partner groupings and account groups you need.
  
  Grouping
  
  Short name
  
  Account Group
  
  Meaning
  
  Same Numbers
  
  BPIN
  
  Internal
  
  CUST
  
  Customers (int. no. asgmnt)
  
  BPEX
  
  External
  
  CUNA
  
  Customers (ext. no. asgmnt)
  
  X
  
  End of the example.
- Check if an entry exists for the role category MKK with the name Contract Partner for the synchronization; in SAP Customizing, choose Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Set BP Role Category for Direction BP to Customer .
  Make sure that the required entry fields and entries for the business partner (BP) and the customer agree with each other. If they do not, then the system terminates the synchronization.

Synchronize customers (CUSTOMER) and business partners (BP).

Note Note

The following settings are relevant only if you want the system to automatically create a business partner when a customer is created.

End of the note.

Assign the attributes of a business partner grouping to an account group (customer). In SAP Customizing choose Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Keys Define Number Assignment for Direction Customer to BP . The following table shows example entries. In making your own settings, use the attributes of business partner groupings and account groups you need.

Example

Account Group

Short name

Grouping

Meaning

Same No.

CUST

General customer

BPIN

Internal

CUNA

Customers (ext. no. asgmnt)

BPEX

External

X

End of the example.

Assign roles, in which the corresponding business partner should be created, to the customer account groups. In SAP Customizing, choose Start of the navigation path Cross-Application Components Next navigation step Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Define BP Role for Direction Customer to BP End of the navigation path . The following table shows example entries. In making your own settings, use the account groups and partner roles you need.

Example Example

Account Group	Description	BP Role	Description
`CUST`	`General customer`	`FLCU00`	`Customer`
`CUST`	`General customer`	`FLCU01`	`Customer`
`CUST`	`General customer`	`MKK`	`Contract Partner`
`CUNA`	`Customers (ext. no. asgmnt)`	`FLCU00`	`Customer`
`CUNA`	`Customers (ext. no. asgmnt)`	`FLCU01`	`Customer`
`CUNA`	`Customers (ext. no. asgmnt)`	`MKK`	`Contract Partner`

End of the example.

Perform the activities in SAP Customizing under Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Attributes .

Note
If you want to use contact persons in your scenario, and you want them to be considered during replication and synchronization, then activate contact person assignment.

End of the note.
Synchronize the business partner (BP) with the vendor (VENDOR).
- Assign the business partner grouping to the account group of the vendor. In SAP Customizing choose Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Vendor Integration Field Assignment for Vendor Integration Assign Keys Define Number Assignment for Direction BP to Vendor . If you set the Same Number indicator, then the ERP system uses identical numbers for the business partner (BP) and the vendor (VENDOR).
  
  Note
  You create and assign number ranges for vendor accounts in SAP Customizing under Financial Accounting (New) Accounts Receivable and Accounts Payable Vendor Accounts Master Data Preparations for Creating Vendor Master Data .
  
  End of the note.
  
  Note
  You create and assign number ranges for business partners in SAP Customizing under Cross-Application Components SAP Business Partner Basic Settings Number Ranges and Groupings .
  
  End of the note.
  
  Example
  The following table shows example entries. In making your own settings, use the business partner groupings and account groups you need.
  
  Grouping
  
  Short name
  
  Account Group
  
  Meaning
  
  Same Numbers
  
  BPIN
  
  Internal
  
  VEND
  
  Vendors (int. no. asgmnt)
  
  BPEX
  
  External
  
  SUPP
  
  Vendors (ext. no. asgmnt)
  
  X
  
  End of the example.
- Check if the role category MKK with the name Contract Partner is entered in SAP Customizing under Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Vendor Integration Set BP Role Category for Direction BP to Vendor . This is needed for the synchronization of vendors.
  Make sure that the required entry fields and entries for the SAP business partner (BP) and the vendor agree with each other. If they do not, then the system terminates the synchronization.

Synchronize vendors (VENDOR) and business partners (BP).

Note Note

The following settings are relevant only if you want the system to automatically create a business partner when a vendor is created.

End of the note.

Assign the attributes of a business partner grouping to an account group (vendor). In SAP Customizing choose Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Vendor Integration Field Assignment for Vendor Integration Assign Keys Define Number Assignment for Direction Vendor to BP . The following table shows example entries. In making your own settings, use the attributes of the business partner grouping and account group you need.

Example

Account Group

Short name

Grouping

Meaning

Same Numbers

VEND

Vendors (int. no. asgmnt)

BPIN

Internal

SUPP

Vendors (ext. no. asgmnt)

BPEX

External

X

End of the example.

Assign roles, in which the corresponding SAP business partner should be created, to the vendor account groups. In SAP Customizing, choose Start of the navigation path Cross-Application Components Next navigation step Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Define BP Role for Direction Customer to BP End of the navigation path . The following table shows example entries. In making your own settings, use the account groups and partner roles you need.

Example Example

Account Group	Description	BP Role	Description
`VEND`	`Vendors (int. no. asgmnt)`	`FLVN00`	`Vendor`
`VEND`	`Vendors (int. no. asgmnt)`	`FLVN01`	`Vendor`
`VEND`	`Vendors (int. no. asgmnt)`	`MKK`	`Contract Partner`
`SUPP`	`Vendors (ext. no. asgmnt)`	`FLVN00`	`Vendor`
`SUPP`	`Vendors (ext. no. asgmnt)`	`FLVN01`	`Vendor`
`SUPP`	`Vendors (ext. no. asgmnt)`	`MKK`	`Contract Partner`

End of the example.

Assign the industries of the business partner to industries of the customer/vendor master record. In SAP Customizing, choose Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings Settings for Customer Integration Field Assignment for Customer Integration Assign Attributes Assign Industries .
Synchronize the customer (CUSTOMER) or vendor (VENDOR) with the business partner. This setting is needed for synchronizing the customer or vendor, or both, with the business partner. Choose Cross-Application Components Master Data Synchronization Customer/Vendor Integration Business Partner Settings BAdI: Data Assignment of Form of Address from Customer/Vendor to BP .
Here you deselect the implementation CVI_MAP_TITLE_DIRECT and you select CVI_MAP_BP_CATEGORY. The system asks you to create a transport request for transporting the change to your quality system and your live system.

These changes apply across the entire system.

Source Obj.	Target Obj.	Act. Ind.
`BP`	`Customer`	`X`
`BP`	`Vendor`	`X`
`Customer`	`BP`	`X`
`Vendor`	`BP`	`X`

Grouping	Short name	Account Group	Meaning	Same Numbers
`BPIN`	`Internal`	`CUST`	`Customers (int. no. asgmnt)`
`BPEX`	`External`	`CUNA`	`Customers (ext. no. asgmnt)`	`X`