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Procedure documentationMaking Settings for CRM Middleware

Procedure

  1. Define the following RFC destinations:

    • Define an RFC connection between the CRM system and the ERP system of the category ABAP connections in the CRM system. In Customizing for Customer Relationship Management choose Start of the navigation path CRM Middleware and Related Components Next navigation step Communication Settings Next navigation step Define RFC Destinations End of the navigation path. Use an appropriate ERP user, such as CRMOLTP.

    • In the ERP system, create an RFC connection between the ERP system and the CRM system of the category ABAP connections. On the SAP Easy Access screen, choose Start of the navigation path Tools Next navigation step Administration Next navigation step Administration Next navigation step Network Next navigation step RFC Destinations End of the navigation path. Use an appropriate CRM user, such as RFC.

    Note Note

    For the view CRMRFCPAR check in the ERP system if the following entry exists for the connection to the CRM system (in the menu under Start of the navigation path System Next navigation step Services Next navigation step Table Maintenance Next navigation step Extended Table Maintenance End of the navigation path):

    Field

    Value

    User

    CRM

    Object Name

    *

    Destination

    <The connection that you created in this step>

    Load Type

    *

    End of the note.
  2. In the CRM system, register the CSA* queues in the RFC monitor. Check if there are queues with the name CSABUPA* (or CSA*) and R3A*. To do so, in the menu, choose Start of the navigation path Architecture and Technology Next navigation step Middleware Next navigation step Administration Next navigation step Register/Deregister Queues End of the navigation path.

    Note Note

    If CSA* is already active, then you can no longer add CSABUPA*, since it is contained in CSA*. In that case, then you only need CSA*. Make sure that the queues are registered.

    End of the note.
  3. In the CRM system, create sites and subscriptions for the middleware data distribution. To do so, in the menu, choose Start of the navigation path Architecture and Technology Next navigation step Middleware Next navigation step Administration Next navigation step Administration Console End of the navigation path. For the ERP system you create a subscription there for the following replication objects and publications:

    Replication Object

    Cat.

    Publications

    BUPA_MAIN

    Simple Bulk

    All Business Partners (MESG)

    BUPA_REL

    Simple Bulk

    All Business Partner Relationships (MESG)

    Caution Caution

    Do not create any subscriptions to publications of the replication object VEND_MAIN for the ERP system.

    End of the caution.

    Note Note

    If problems occur during business partner replication in your live system, you can display the status of BDoc messages for the replication objects BUPA_MAIN andBUPA_REL. On the SAP Easy Access screen, choose Start of the navigation path Architecture and Technology Next navigation step Middleware Next navigation step Monitoring Next navigation step Message Flow Next navigation step Display BDoc Message Summary End of the navigation path.

    End of the note.
  4. In both the ERP and CRM systems, create number ranges and assign them to groupings in Customizing for SAP Business Partner. To do so, choose Start of the navigation path Business Partner Next navigation step Basic Settings Next navigation step Number Ranges and Groupings End of the navigation path

    Note Note

    The groupings that you use in the CRM system for business partner distribution to the ERP system have to agree with those in the ERP system and the other way around. The grouping criteria are used for determining the appropriate number range in the target system. It is not mandatory for the business partners to have the same numbers in the CRM and ERP systems. If the numbers are the same, you have to ensure that you create large enough number ranges in the CRM and ERP systems. In the target system (ERP system) assign a number range with external number assignment to each grouping criterion that you use for identical numbering. In addition, you can activate function module COM_BUPA_MWX_MAP_NUMRANGE in the ERP system as explained below.

    End of the note.
  5. Activate the function modules for CRM outbound data distribution in the CRM system. In the menu choose Start of the navigation path System Next navigation step Services Next navigation step Table Maintenance Next navigation step Extended Table Maintenance End of the navigation path and call the view V_BUT_CALL_FU.

    Activate BDoc generation for the middleware. Activate the following function modules by setting the indicator in the Call column. The position numbers specify the sequence in which the function modules are executed within a group with the same event and object. Only the sequence of the numbers is important. That means that the absolute values of the items can be different.

    Event

    Object

    Item

    Function Module

    Call

    CRMOU

    BUPA

    1000000

    BUPA_OUTBOUND_BPS_FILL_CENTRAL

    X

    CRMOU

    BUPA

    1200000

    CRM_BUPA_OUTB_BPS_FILL_MD

    X

    CRMOU

    BUPA

    1300000

    CRM_BUPA_BDOC_BPS_FILL_DATA

    X

    CRMOU

    BUPA

    2000000

    ABA_FSBP_OUTBOUND_BPS_FILL

    X

    CRMOU

    BUPR

    1000000

    BUPA_OUTBOUND_BPR_FILL_CENTRAL

    X

    CRMOU

    BUPR

    1200000

    CRM_BUPA_OUTB_BPR_FILL_MD

    X

    CRMOU

    BUPR

    1300000

    CRM_BUPA_BDOC_BPR_FILL_DATA

    X

    BPOUT

    BUPA

    200000

    BUPA_MWX_BDOC_CREATE_MAIN

    X

    BPOUT

    BUPR

    100000

    BUPA_MWX_BDOC_CREATE_REL

    X

    CLEAR

    BUPA

    1000000

    BUPA_OUTBOUND_CLEAR_FLAGS

    X

    CLEAR

    BUPA

    2000000

    ABA_FSBP_OUTBOUND_CLEAR_FLAGS

    X

    Note Note

    You are not allowed to activate the following function modules in the CRM system, that is, you are not allowed to set the Call indicator for them. However, do not delete any entries from the table, since the function modules can be used for other purposes.

    Event

    Object

    Item

    Function Module

    Call

    CRMOU

    BUPA

    Any

    CRM_BUPA_BDOC_BPS_FILL_VENDOR

    CRMOU

    BUPA

    Any

    ABA_FSBP_EMP_TO_ROLE_OUTBOUND

    BPOUT

    BUPA

    Any

    VEND_MWX_CREATE_MAIN_BDOC

    BPOUT

    BUPA

    Any

    BUPA_OUTBOUND_MAIN *)

    BPOUT

    BUPA

    Any

    BUPA_OUTBOUND_ALE_MAIN

    BPOUT

    BUPR

    Any

    UDM_OUTBOUND_ALE_REL

    BPOUT

    BUPR

    Any

    BUPA_OUTBOUND_REL*)

    BPOUT

    BUPR

    Any

    BUPA_OUTBOUND_ALE_REL

    BPOUT

    BUPX

    Any

    MDS_BUPA_OUTBOUND

    R3AOU

    BUPA

    Any

    BUPA_MWX_BDOC_UP_CURRSTATE_SET

    XIOUT

    BUPA

    Any

    Any *)

    XIOUT

    BUPR

    Any

    Any *)

    *) You have to activate this function module if you need a PI distribution of business partner data to other systems (ERP systems or third-party systems). In that case, you have to ensure that the business partner data is not distributed using PI to the same ERP system to which it is distributed using middleware.

    End of the note.
  6. In the ERP system, check the subscriptions for upload and download objects, and make sure that the entries listed in the following table exist. In the menu choose Start of the navigation path System Next navigation step Services Next navigation step Table Maintenance Next navigation step Extended Table Maintenance End of the navigation path and select table CRMSUBTAB for maintenance. The Inactive indicator must be set as shown in the table:

    User

    Object Name

    Up/Download

    Object class

    Function Module

    Inactive

    CRM

    BUPA_MAIN

    U

    BUPA

    FKK_BUPA_MAIN_INBOUND

    CRM

    BUPA_REL

    U

    BUPA

    COM_BUPA_REL_INBOUND

    CRM

    VEND_MAIN

    U

    BUPA

    COM_VEND_MAIN_INBOUND

    X

    Note Note

    You are not allowed to activate the following function module in the ERP system:

    User

    Object Name

    Up/Download

    Object class

    Function Module

    Inactive

    CRM

    BUPA_MAIN

    U

    BUPA

    FSL_BUPA_MAIN_INBOUND

    End of the note.
  7. In transaction COM_BUPA_CALL_FU, activate the following function modules for the data exchange with the ERP system by setting the Call indicator.

    Event

    Object

    Item

    Function Module

    Call

    AFCVI

    BUPA

    1000000

    FKK_BUPA_INBOUND_VND_AFCVI

    X

    BFCVI

    BUPA

    1000000

    CMD_COM_BUPA_MAIN_BFCVI

    X

    BFCVI

    BUPA

    2000000

    FKK_BUPA_INBOUND_MAIN_BFCVI

    X

    BFCVI

    BUPA

    2100000

    FKK_BUPA_INBOUND_VND_BFCVI

    X

    EXTR

    BUPR

    1000000

    CRS_BUPA_REL_GET_ID_LIST

    X

    EXTR

    BUPR

    2000000

    CMD_CRS_BUPA_REL_GET_ID_LIST

    X

    EXTR

    BUPR

    3000000

    CMD_COM_BUPA_MWX_INI_DWNL_SET

    X

    MTCTO

    BUPA

    1800000

    COM_BUPA_BAPIMTCS_TO_SEPA

    X***)

    R3OBI

    BUPA

    4000000

    CMD_COM_BUPA_MAIN_INBOUND

    X

    R3OBI

    BUPR

    3000000

    CMD_COM_BUPA_REL_INBOUND

    X

    R3IN

    BUPA

    810

    FKK_BUPA_INBOUND_FILTER_IDENT

    X*)

    R3IN

    BUPA

    910

    FKK_BUPA_INBOUND_MWX_ADD_ROLES

    X

    R3IN

    BUPA

    920

    FKK_BUPA_INBOUND_MWX_VND_ROLE

    X

    R3IN

    BUPA

    1000

    FSC_BUPA_MWX_FILTER_MAIN

    X

    R3IN

    BUPA

    10000

    COM_BUPA_MWX_FILTER_MAIN

    X

    R3IN

    BUPA

    150000

    COM_BUPA_MWX_MAP_NUMRANGE

    X**)

    R3IN

    BUPR

    10000

    COM_BUPA_MWX_FILTER_REL

    X

    R3OUT

    BUPA

    200000

    CMD_COM_BUPA_MWX_BPS_FILL

    X

    R3OUT

    BUPR

    200000

    CMD_COM_BUPA_MWX_BPR_FILL

    X

    TOMTC

    BUPA

    1800000

    COM_BUPA_SEPA_TO_BAPIMTCS

    X***)

    *) Activate this function module only if you do not use the identification types CRM002 and CRM004 in the ERP system.

    **) Use the same numbers for the business partners in the ERP system that you use in the CRM system. If a business partner does not receive the same number when it is created in the ERP system, then this function module terminates processing and creates a BDoc error that you can display in the CRM system.

    ***) Activate these function modules if SEPA (Single European Payment Area) is relevant for you.

    Note Note

    You are not allowed to activate the following function modules in the ERP system. That means you are not allowed to set the Call indicator for them. However, do not delete any entries from the table, since the function modules can be used for other purposes.

    Event

    Object

    Item

    Function Module

    Call

    R3OBI

    BUPA

    Any

    FSL_BUPA_MAIN_BP_INBOUND

    R3OBI

    BUPA

    Any

    COM_BUPA_MAIN_BP_INBOUND

    R3OBI

    BUPA

    Any

    PI_BP_PROXY_BAPI_CUSTOMER

    R3OBI

    BUPR

    Any

    PI_BP_PROXY_BAPI_CUSTOMER

    R3OBI

    VEND

    Any

    PI_BP_PROXY_BAPI_VENDOR

    R3OBI

    BUPA

    Any

    FKK_BUPA_MAIN_BP_INBOUND

    R3OBI

    BUPR

    Any

    COM_BUPA_REL_BP_INBOUND

    R3IN

    BUPA

    Any

    COM_BUPA_MWX_MAP_MAIN_CENTRAL

    R3IN

    BUPA

    Any

    FSL_BUPA_INBOUND_FILTER_IDENT

    R3IN

    BUPA

    Any

    FSL_BUPA_INBOUND_MWX_ADD_ROLES

    R3IN

    BUPA

    Any

    CMD_COM_BUPA_IN_ADD_ROLES

    R3IN

    BUPR

    Any

    COM_BUPA_MWX_MAP_REL_CENTRAL

    End of the note.
  8. In the ERP system, activate the following function modules in the view V_BUT_CALL_FU by setting the Call indicator for them. In the menu, choose Start of the navigation path System Next navigation step Services Next navigation step Table Maintenance Next navigation step Extended Table Maintenance End of the navigation path. The position numbers specify the sequence in which the function modules are executed within a group with the same event and object. Only the sequence of the numbers is important. That means that the absolute values of the items can be different.

    Event

    Object

    Item

    Function Module

    Call

    CRMIN

    BUPA

    1000000

    BUPA_INBOUND_MAIN_CENTRAL

    X

    CRMIN

    BUPA

    2000000

    ABA_FSBP_INBOUND_MAIN

    X

    CRMIN

    BUPR

    1000000

    BUPA_INBOUND_REL_CENTRAL

    X

    CRMOU

    BUPA

    1000000

    BUPA_OUTBOUND_BPS_FILL_CENTRAL

    X

    CRMOU

    BUPR

    1000000

    BUPA_OUTBOUND_BPR_FILL_CENTRAL

    X

    BPOUT

    BUPA

    1000000

    FSC_BUPA_MWX_BPS_FILL_CENTRAL

    X

    BPOUT

    BUPX

    10000000

    MDS_BUPA_OUTBOUND

    X

    The events CRMOU and BPOUT are relevant for internal synchronization using CVI. In some cases, you might need additional function modules, such as for the event MERGE.