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Procedure documentationActivities to Complete Customizing for BI ICM Interface in SAP CRM Locate this document in the navigation structure

 

After you have completed implementing your ICM application to match your CRM and BI requirements, you must complete your CRM customization.

Prerequisites

You have successfully implemented and configured your ICM application for use within the transfer of BI data to ICM.

Procedure

  1. In Customizing for the CRM system, map the ICM-CRM data elements used in the batch interface, by choosing:   Customer Relationship Management   Incentive and Commissions Management  BI-ICM Transfer of BI Data to ICMICM-CRM Data Elements Used in Batch Interface.

    You use the ICM-CRM Data Elements Used in Batch Interface table to map CRM data elements to ICM data elements. You must do this only when the ICM application already exists and is not required when starting with the BI content before the ICM application has been generated.

    Caution Caution

    You must enter the data element names manually. There is no automatic list or selection function.

    End of the caution.

    This is a cross-client table and is not specific to a single transfer application or ICM application.

    You can import the CRM to ICM field mapping from a .csv file by using transaction CRM_ICM_BWIF_007. For more information, refer to the IMG activity documentation .

  2. In Customizing for the CRM system, generate the ICM interface parameters in CRM, by choosing:   Customer Relationship Management   Incentive and Commissions Management   BI-ICM Transfer of BI Data to ICM   Generate ICM Interface Parameters  .

    This reads the ICM commission case interface structure and generates a matching interface structure in CRM that becomes part of the transfer application. To perform this action:

    1. Choose the BI-ICM Transfer Application.

    2. Choose Execute to generate the structures for the named transfer application.

      After processing is complete, you see the name of the name of the generated structure on the status line of the window.

      If the named transfer application has already generated programs:

      • You see the popup Overwrite Existing yes or no when the generation process is run in the foreground and the productive flag is not set.

      • In the background, it overwrites the generated program with no warning but checks for the productive flag.

    For information about verifying this activity, see Trouble Shooting.

  3. In Customizing for the CRM system, assign the source of information for ICM fields, by choosing:   Customer Relationship Management   Incentive and Commissions Management   BI-ICM Transfer of BI Data to ICM   Assign Source Information for ICM Batch Interface Parameter  .

    This represents the mandatory field mapping required to map query fields to mandatory ICM commission case interface fields. When using this activity, you can do one of the following:

    • Specify different mapping for the header and the detail records.

    • Enter the data element names manually or use the supplied import utility (transaction CRM_ICM_BWIF_007.

    For more information, refer to the IMG activity documentation.

  4. In Customizing for the CRM system, generate the transfer report and selection screens within CRM-ICM, by choosing:   Customer Relationship Management   Incentive and Commissions Management   BI-ICM Transfer of BI Data to ICM   Generate Transfer Application  .

    This generates the selected transfer application and associated selection and logging screens accessible when running the transfer by selecting the SAP Easy Access Menu path from the CRM system    SAP Menu   Sales   Incentive and Commission Management   Transfer SAP BI Data to ICM   .

    For more information about verifying this activity, seeTroubleshooting.

Result

You have completed all customizing activities and can transfer BI Data to ICM within CRM-ICM.