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Procedure documentationEntering Settings for ICM Engine Interface Locate this document in the navigation structure

 

You use this procedure to enter the settings for the ICM engine interface to CRM.

Prerequisites

You have completed the CRM-ICM preconfiguration within ICM.

Procedure

  1. In Customizing for CRM, you maintain settings for obtaining payment information, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Global Settings for the Transfer from Financial System to CRM  

    Note Note

    You use this step only if you are obtaining payment information (for commission trigger and/or commission basis) from SAP Financials or from some other financial system.

    End of the note.

  • If you use SAP Financials, you also need to select an RFC destination so that the Transfer program knows where to obtain the SAP Financials information (when you use another financial system you do not have to enter an RFC destination).

  • If you use another financial system, you need to implement a Business Add-In (CRM_ICM_IP_BADI).

  1. In Customizing for CRM, you maintain transaction categories, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Maintain Transaction Categories for Participation  

    This transaction lets you perform the following tasks:

    • Establish the different CRM business objects tol be used for commission calculation

    • Define the ICM commission application you use to send the business object

    • Determine whether business objects are extracted from CRM or from SAP BI

  2. In Customizing for CRM, you maintain partner functions, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Maintain Partner Functions for Participation  

    This activity maps the CRM partner function to the ICM role for processing of the commission calculation, so that CRM-ICM knows the ICM role to be used through the interface between CRM and ICM.

  3. In Customizing for CRM, you assign transaction categories, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Assign Transaction Categories/Subcategories to ICM Subobject Types  

    This activity maps the CRM object types to the ICM triggering objects.

  4. In Customizing for CRM, you maintain triggering options, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Maintain Transaction Category/Partner Function Related to ICM Parameters  

    This activity determines the trigger and basis for each partner function/transaction category combination.

    Note Note

    If you use resale order transaction category BUS20401, set the trigger to Fully Invoiced. Then, for optimal results, use the order net value as the commission basis.

    End of the note.

  5. In Customizing for CRM, you assign transaction activities, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Assign Transaction Activities to ICM Triggering Methods  

    This activity maps the CRM transaction activity type to the ICM trigger method for each CRM transaction category.

  6. In Customizing for CRM, you assign transaction activities for subobject types, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Assign Subobject Activities to ICM Activity Types  

    This activity maps the CRM transaction activity type to the IC trigger method for each CRM subobject type.

  7. These steps are optional and are only required when you want to add additional fields to the extraction interface with ICM.

    1. In Customizing for CRM, you set up CRM fields from the business documents used within the object data, by choosing:

        Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Assign Customer Subobject Activities to ICM Activity Types   Set Up CRM Fields from the Business Documents Used within the Object Data  .

    2. In Customizing for CRM, you set up CRM fields from the business documents used for the valuation, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Assign Customer Subobject Activities to ICM Activity Types   Set Up CRM Fields from the Business Documents Used for the Valuation  

    3. In Customizing for CRM, you set up CRM fields from the business documents used for remuneration, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the CRM to ICM Engine Interface   Assign Customer Subobject Activities to ICM Activity Types   Set Up CRM Fields from the Business Documents Used for the Remuneration  .

  8. In Customizing for CRM, you provide a customer enhancement to the extraction process by providing a sales object extraction, by choosing:   Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   CRM - General Settings   Settings Related to the Transfer of CRM Data to BI   Business Add-In for Customer Enhancement: Sales Object Transfer  .

  9. In Customizing for CRM, you create an identification category, by choosing:   Cross-Application Components   SAP Business Partner   Business Partner   Basic Settings   Identification Numbers   Define Identification Categories  .

    Create a new entry for CRM003, External System Indicator for ICM. Within the entry, perform the following tasks:

    • Ensure that this is applicable for the organization, persons and groups.

    • Assign this to identification category CRM003.

    You use this identification category when maintaining business partners in CRM and mapping them to ICM business partners if they have different identification numbers.

  10. In Customizing, you maintain the CRM business partner for ICM, by choosing:   Master Data   Business Partners   Maintain Business Partner  .

    Note Note

    A business partner can be a person or organization. You perform this step only if the business partner identification numbers used in CRM and ICM in the ERP system are not identical.

    When business partners do not have the same business partner numbers in both systems, follow these steps to map the CRM business partner to the ICM commission contract partner:

    End of the note.

    1. Go to the Identification tab of the CRM business partner (using role business partner).

    2. In the identification type External System Identifier for ICM, enter CRM003

    3. In the Identification Number field, enter the ICM business partner number

  11. If you handle resale orders, you must also maintain a number range for the CRM-ICM Resale Order Grouping by using transaction SNRO. When you are in the transaction, use object CRM_ICM_RO and choose Number Range.

    Note Note

    Delivered as part of this release, the resale orders are grouped by tracking partner (distributor), end customer, and currency. If you require different or more specialized groupings, use a BAdI to modify the groupings.

    End of the note.

Result

You have entered the settings for the ICM engine interface to CRM and can use this within a production environment.