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Procedure documentationEntering Settings for Extracting CRM Data Locate this document in the navigation structure

 

This procedure is only required when you are using SAP BI as the source system for the sales orders and contracts.

Prerequisites

The system has been configured and you are using SAP BI as the source system for your sales orders and contracts.

Procedure

  1. In Customizing for CRM, you prepare SAP BI for extracting data into CRM, 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   How to Prepare BI to Transfer to ICM  .

  2. In Customizing for CRM, you establish the RFC destination for SAP BI, by choosing:

      Customer Relationship Management   Incentive and Commission Management   CRM-ICM Transfer of CRM Documents to ICM   Display and Maintain RFC Destinations  .

    Simply create a new RFC destination for the SAP BI system from which you extract sales documents. Within this setup, ensure that you enter the required information for the process, including the description, target system, message server, group, logon, and so on.

    CRM-ICM uses the RFC destination you create through the transaction for processing data, such as commission calculations.

  3. In Customizing for CRM, you create the global settings for extracting data from SAP BI to CRM, 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 from BI   Global Settings for Transfer from BI System  .

    You use this transaction to take the RFC destination that you set up in the previous step and enter it as the SAP BI RFC destination. This definition provides CRM with the SAP BI location from which it extracts the commission data.

Result

You are able to use SAP BI as the source system for sales orders and contracts.