Getting Started with Configuring the CRM to ICM Document Interface

This section provides a quick overview of the steps necessary for configuring and setting up the CRM-ICM solution when transferring CRM documents to ICM through a configured interface.

Activities

Configure the ICM Engine

ICM functionality is contained within SAP ERP. You perform all Customizing for ICM within ERP.

Step	See
Initial ICM Configuration Setup	Initial ICM Configuration Set up
Commission Application Creation	Setting Up the Commission Application
Maintain Additional Customizing Tables	Customizing Basic Functions
Maintain Valuation and Remuneration Tables	Customizing Basic Functions
Maintain Number Ranges for Commission Application	Maintaining Number Ranges for the Commission Application

Configure the CRM Server

You perform all Customizing for the CRM-ICM to ICM interface in the SAP CRM system.

Step	See
Setting up the RFC to ICM	Initial ICM Configuration Setup
Settings for the ICM Engine Interface	The Implementation Guide (IMG) for CRM-ICM under Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM Entering Settings for ICM Engine Interface

Step

See

Setting up the RFC to ICM

Initial ICM Configuration Setup

Settings for the ICM Engine Interface

The Implementation Guide (IMG) for CRM-ICM under Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM

Entering Settings for ICM Engine Interface

Set up ICM master data

After you have completed all ICM Customizing, you set up all your master data within ICM.

Step	See
Set up all master data within ICM	Setting Up the Application

Set up the CRM master data and transactions

You set up CRM master data and transactions by following standard CRM Sales processes.

Step	See
Map CRM business partners to ICM	Entering Settings for ICM Engine Interface

How you set up the master data depends upon how your valuation is calculated. Within the CRM pre-configuration within ICM, valuation is based one of the following:

Industry sector of the sold-to party
Industry sector and the product category

Mapping the CRM business partners can take place when you are creating or maintaining the CRM business partners by using standard CRM business partner processes.

Caution Caution

Transactions (sales orders/contracts) must include the sales representatives and/or sales managers who you have set up in CRM as business partners and mapped to ICM.

End of the caution.

Maintain Commission Case

After the transfer of sales order or contract from CRM to ICM, you maintain the commission case within ICM. The system creates a commission case for each transaction or commission event transferred to ICM.

Step	See
Log into ICM to maintain the commission case	ICM documentation for SAP R/3 Enterprise Release 4.70 under SAP Library SAP R/3 Enterprise Application Components Financials Incentives and Commission Management.