Initial ICM Configuration Setup

The CRM ICM preconfiguration provides a set of ICM configuration settings required for a basic commission and bonus scenario for internal sales staff and external sales agents. These steps guide you through setting up the CRM preconfiguration within the ICM engine.

You can access an overview of the steps you use for preconfiguring the ICM engine for CRM within Customizing, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM ICM engine - General Settings How to Extend Preconfiguration of the ICM Engine .

Note Note

Typically, you will only use this preconfiguration as a demonstration example of how to configure incentive and commission plans within ICM.

End of the note.

Prerequisites

You have successfully installed the required components. For Installation Guides, see SAP Service Marketplace at: http://service.sap.com/, alias instguides.

Procedure

In Customizing for CRM, you can set up an RFC destination for ICM, by choosing: Customer Relationship Management Incentive and Commissions Management CRM-ICM Transfer of CRM Documents to ICM Display and Maintain RFC Destinations

When creating the RFC destination for the ICM engine (ERP), be sure to enter the required information for the process, including the description, target system, message server, group, logon, and so on.

Note Note

This is a standard procedure for setting up any other RFC destination within CRM.

End of the note.

In Customizing for CRM, after you have set up the RFC destination, you assign the RFC destination to ICM, by choosing: Customer Relationship Management Incentive and Commissions Management CRM-ICM Transfer of CRM Documents to ICMICM Engine General Settings Global Settings Related to the ICM Engine.

When in the table, enter the RFC destination you defined in the previous step.

Note Note

The system maintains only one RFC destination for the ICM engine.

End of the note.

Create a development class for the new application. This is also referred to as creating a new package.

Menu Path	Transaction Code
SAP Menu Basis Tools ABAP Workbench Overview Application Hierarchy Object Navigator	`SE80`

The name of the development class here must begin with Z or Y, because these are the only classes available for external use.

Choose Enter and complete the fields as required. After you save the data, create a transport order that collects data for a possible later transport.

Recommendation

To provide the most effective development environment, differentiate between generating and customizing development classes by developing a separate class for each.

End of the recommendation.

Example Example

YCRM01_Generating
YCRM01_Customizing

End of the example.

Create the root organization. You must have at least one root organization with posts for a commission clerk and mediator.

Menu Path	Transaction Code
SAP Menu Master Data Organizational Model Maintain Organizational Model	`PPOME`

It is possible that your enterprise has already established an organization. If so, you must create sample entries because currently there is no interface available to the organization from CRM ICM.

Note Note

After you have created the organization, you can allocate roles either through the commissions application (via allocation of contracts) or by using transaction PPSM.

End of the note.

Result

You have created a development class for the new application, ensured that an organization is available for use by ICM, and set the RFC entry for communicating from CRM to ICM.