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Procedure documentationSettings for Physical Products Locate this document in the navigation structure

 

You create products on the CRM WebClient UI by choosing   Products   Create: Material  . Before you can do this, you have to define the product hierarchies and categories for these products in Customizing.

You can do this in the following ways:

  • By downloading the SAP ERP product hierarchies. To do this, use the transaction R3AS and download the Customizing object DNL_CUST_PROD1. Enter the source and destination.

    If you are replicating the hierarchy and categories from SAP ERP, the system automatically assigns the hierarchy to the application.

    Caution Caution

    You cannot change these Customizing settings once you have created products.

    End of the caution.

  • By manually creating the product hierarchies. To do this, use the Customizing activity   Product Without Customizing Transfer from Backend Systems   Maintain Categories/Hierarchies  .

Procedure

Preparatory Steps

  1. Create a storage form of product IDs in logical systems.

    Call the transaction SM30 and the table COMV_PR_LOGSYS. Make the following entries:

    • Logical system: SAP ERP

    • Product type: 01

    • Object family: <leave field blank>

    • Lex: Defines the way in which the material number is stored in the SAP system (SAP CRM). To find out how the material number is stored in the SAP system, view the settings in transaction OMSL.

  2. Allow upload of a product type.

    You use the product type (such as material, financing, service) to control the upload of products. You make the necessary settings in Customizing for Customer Relationship Management, by choosing Allow Upload for a Product Type. In this IMG activity, you specify the product types for which the upload is allowed.

    You can also make default settings for the base units of measure for products. Since you cannot enter a unit of measure in the CRM product master data for the product type Financing, enter the unit of measure PC (piece) as the unit of measure for this product type.

    Example Example

    Settings for product upload:

    Product Type

    Upload Allowed

    Base Unit of Measure

    01

    X

    02

    X

    03

    X

    PC

    04

    05

    07

    X

    PC
    End of the example.

Manual Creation of Hierarchies and Categories for Products

  1. Choose Create New Hierarchy and enter a hierarchy ID and a description. Once you have created the hierarchy, you can create a new category at a lower level.

  2. Select the hierarchy and choose Create New Category.

    Enter the following data on the Category tab page:

    • Category ID, such as material

    • Product type, such as material, and the corresponding description

    The following indicators are set automatically:

    • Product/object assignment possible

    • Can maintain documents

    • Can maintain conditions

    On the Set Types tab page, you can assign all the required set types to the category. Make the following settings:

    • View ID: Enter the area of the master data in which the data is displayed.

    • Position: Enter the sequence in which the set types are displayed in the view.

    • Inherited: Indicates whether a set type was inherited from a higher-level category.

      Example Example

      Assigned set types:

      Set Type

      Description

      Inherited

      Position

      View ID

      Description

      COMM_PR_MAT

      Basic Data: Material

      X

      10

      MATERIAL

      Material
      End of the example.

      If necessary, you can also enter relationship types and use these in the product. However, you do not usually need to do this for physical products.

      Note Note

      Entering Set Types for Physical Products

      In SAP Leasing, the material master data uses financing-dependent attributes (residual value strategy, residual value curve, device class, and leasing object list relevant).

      These attributes are not contained in the standard categories that you download from SAP ERP (such as MAT_HAWA, MAT_FERT). Therefore, you have to enter the set type CRM_PR_RESIDVL, Financing-Dependent Attributes, for the relevant product categories.

      The following table provides an overview of the set types used for physical objects in the Leasing scenario. You have to assign these to the relevant categories, according to your business requirements.

      Set Type

      Description

      COMM_PR_MAT

      Basic Data: Material

      COMM_PR_UNIT

      Units of Measure

      COMM_PR_GTIN

      Global Trade Item Number (GTIN)

      COMM_PR_LGTEXT1

      Basic Texts

      COMM_PR_SHTEXT

      Descriptions

      CRMM_PR_TAX

      Product Taxes

      CRM_PR_RESIDVL

      Financing-Dependent Attributes

      CRMM_PR_SALESA

      Sales: Control Fields, Quantities

      CRMM_PR_SALESG

      Sales: Groupings

      COMM_PR_LGTEXT2

      Sales: Texts

      You also have to assign the following relationship types to your categories for physical products:

      Relationship Type

      Description

      FINANCD

      Financed by Financing Product

      ACCESSS

      Products That Are Accessories

      SERVIS

      Services
      End of the note.

  3. Assign the category hierarchy to the applications.

    If you manually created a hierarchy, you have to assign this category to the relevant application in Customizing by choosing Cross-Application Components. To do this, use the product category 01 Material.

    Caution Caution

    You cannot change these Customizing settings once you have created products.

    End of the caution.