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ProcedureSettings for Business Partners

Prerequisites

You may need to run the report CRM_MKT_BP_ZCACL_UPDATE_30 before you can create business partners. If this is the case, you will receive a prompt from the system when you attempt to create or edit a business partner.

Procedure

Uploading FI-CA Business Partners

  1. SAP ERP: Use the transaction COM_BUPA_CALL_FU to transfer the updated customer master data to the SAP ERP business partner.

    • Deactivate the entry PI_BP_PROXY_BAPI_CUSTOMER.

    • Activate the entries COM_BUPA_MAIN_BP_INBOUND and COM_BUPA_REL_BP_INBOUND.

    Example Example

    Determining function modules for data exchange between business partners:

    Event

    Object

    Item

    Function Name

    Call

    EXTR Extract

    BUPR BP Relationship

    1000000

    CRS_BUPA_REL_GET_ID_LIST

    X

    R3IN Mapping Inbound Processing

    BUAG Business Agreement

    100000

    COM_BUAG_MWX_MAP_MAIN_CENTRAL

    X

    R3OBI R/3 Object Inbound Processing

    BUPA Business Partner

    1000000

    PI_BP_PROXY_BAPI_CUSTOMER

    End of the example.

    • SAP CRM: In the administration console (transaction SMOEAC), you have to create a subscription for all business partners and enter a site (SAP ERP).

  2. SAP CRM: Define number ranges for the business partners.

FI-CA Business Agreement

You can create any number of business agreements for each business partner. When you replicate the agreements to SAP ERP, the system creates a contract account for each business agreement. This means there is a one-to-one relationship between the CRM business partner and the contract account in the ERP system.

Note Note

When you replicate a business agreement to SAP ERP, you must create the replication object (BUAG-MAIN) for the business agreement in the administration console (transaction SMOEAC).

End of the note.

  1. SAP CRM: Define the number ranges for business agreements under Business Agreement. You can use internal and external number ranges.

    Note Note

    You must define an external number range in the ERP system.

    End of the note.

    Make any additional settings. For example, define business agreement classes and payment methods.

    Note Note

    You need business agreement classes to create contract account templates in the ERP system.

    End of the note.

  2. SAP CRM: Make the settings for the business agreement in transaction SM30, table CRMC_BUT_CALL_FU, and set the Call indicator.

    Example Example

    Business partners: function module call for data transfer:

    Event

    Object

    Item

    Function Module

    CRMIN CRM Inbound

    BUAG Business Agreement

    50000

    CRM_BUAG_BDOC_MAP_NUMRANGE

    CRMIN CRM Inbound

    BUAG Business Agreement

    100000

    CRM_BUAG_MWX_PROCESS_EXT_STRUC

    CRMOU CRM Outbound

    BUAG Business Agreement

    100000

    CRM_BUAG_MWX_FILL_EXT_FROM_MEM

    CRMOU CRM Outbound

    BUAG Business Agreement

    200000

    CRM_BUAG_MWX_FILL_EXT_FROM_DB

    EXTR Extract

    BUAG Business Agreement

    100000

    CRM_BUAG_MAIN_GET_ID_LIST
    End of the example.

  3. SAP ERP: Make the necessary settings in transaction SM30, table COM_BUPA_CALL_FU, and set the Call indicator.

    Example Example

    Business partners: function module call for data transfer:

    Event

    Application Object

    Item Number

    Function Module

    Call

    R3IN Mapping Inbound Processing

    BUAG Business Agreement

    100000

    COM_BUAG_MWX_MAP_MAIN_CENTRAL

    X

    R3OUT Mapping Outbound Processing

    BUAG Business Agreement

    100000

    COM_BUAG_MWX_BPS_FILL_CENTRAL

    X
    End of the example.

  4. Contract Accounts Receivable and Payable: In the ERP system, assign a standard function module to the corresponding events. You do this in transaction SM30, table TFKFBS, application area S Extended FI-CA.

    Example Example

    Standard function modules:

    Application Area

    Event

    No.

    Standard Module

    No Customer Module

    S Extended FI-CA

    1020

    0

    FKK_EVENT_1020

    S Extended FI-CA

    1021

    0

    FKK_EVENT_1021

    End of the example.

  5. SAP ERP: Create the contract account templates (transaction SM30, table TFK_BUAG_REF). You require business agreement classes to do this.