Customizing Set Up of Sales Order Processing
for Service Parts 
Within the business process Sales Order Processing for Service Parts, you directly trigger shipping and delivery through the sales order in SAP CRM. The data in the sales order is not transferred to SAP ECC using data replication as usual; instead the system immediately creates unchecked deliveries in SAP ECC. The unchecked deliveries receive the necessary data such as requested delivery date and -quantity from the sales order. This business process involves multiple systems, such as SAP ECC, SAP Global Trade Services (SAP GTS), SAP SCM Advanced Planning and Optimization (SAP APO), and SAP SCM Extended Warehouse Management (EWM), and so requires a number of Customizing settings. The following information should help you to make the required settings in the individual systems for the functions and components used within them.
Prerequisites
The system configuration for service parts management is active. You can find more information about this in the SAP Implementation Guide (IMG) for Customer Relationship Management under Transactions ® Basic Settings ® Activate System Configuration for Service Parts Management.
Cross-System Customizing Settings
Define Transaction Type and Item Category
SAP recommends that you create your own transaction type and item category for this business process. You make the settings in SAP CRM Customizing under Customer Relationship Management ® Transactions ® Basic Settings ® Define Transaction Types or Define Item Categories.
Note that the business process can only run without errors if you have set the indicator for delivery relevance in the item category used, and assigned the ATP profile for the availability check with SAP APO. If you also use SAP GTS, you must have set the GTS Relevance indicator for the transaction type and item category used.
In addition, you can use sales agreement determination. A sales agreement assigns a product group to a customer for a particular validity period, and defines the scope of the price agreement, for example payment conditions. When a sales agreement is entered and when determination of sales agreements in the sales order takes place, the system checks whether a business partner is authorized to order a particular product within the defined price agreements.
If you want to automatically trigger determination of sales agreements, you must specify a value in the definition of the item category in the Agreement Determination field. This value defines how the system should automatically find and assign a sales- or service agreement when creating a sales- or service order.
The following values are available:
● (Empty) = No agreement determination
● E = Only at item level, assign immediately if unique
The system searches for an existing sales or service agreement when you create a sales or service order. If exactly one relevant agreement exists, the system immediately assigns the order to this agreement.
If multiple agreements exist for an order, the system displays a list with agreements, from which you can select the one that you want to use.
● F = Only at item level, always with selection option
The system searches for an existing sales or service agreement when you create a sales or service order. If one or more relevant agreements exist, the system automatically displays them as a list. You can then choose the agreement that you want to use from this list.
The Agreement Determination field is only shown when you have chosen a mode used for contract determination, that is to say agreement determination can only be carried out in connection with contract determination.
Further settings need to be made in the following IMG activities:
● Define Copying Control for Transaction Types
You can find further information in the IMG for SAP CRM under Customer Relationship Management ® Transactions ® Basic Settings ® Copying Control for Business Transactions ® Define Copying Control for Transaction Types.
● Define Copying Control for Item Categories
You can find further information in the IMG for SAP CRM under Customer Relationship Management ® Transactions ® Basic Settings ® Copying Control for Business Transactions ® Define Copying Control for Item Categories.
● Pricing
You can find further information in the IMG for SAP CRM under ® ® ® Pricing in the Business Transaction ® .
Setting Up Customizing for Organizational Data Determination
You make the following settings for organizational management:
● Maintain Determination Rules
You can create a new determination rule for the business process Sales Order Processing for Service Parts, or use the determination rule ORGMAN_14 with the number 10000144 (rule type: processor determination: organizational model), delivered as standard by SAP.
You make the settings required for this in SAP CRM Customizing under Customer Relationship Management ® Master Data ® Organizational Management ® Organizational Data Determination ® Change Rules and Profiles ® Maintain Determination Rules.
You can use a wizard to create a determination rule of type Organizational Model. This wizard helps you when creating such a determination rule. You are taken through the program step-by-step when creating the rule.
You can find more information about the wizard for organizational data determination in the SAP CRM Implementation Guide (IMG) under Customer Relationship Management ® Master Data ® Organizational Management ® Organizational Data Determination ® Wizard for Organizational Data Determination.
● Maintain Organizational Data Profile
Create an organizational data profile. The organizational data profile is used to control the automatic determination of organizational data in sales transactions. This means that the system determines the organizational unit responsible from the data in the transaction. You define a determination rule in the organizational data profile, for example, the determination rule 1000144 (ORGMAN_14), delivered as standard.
You make the settings required for this in SAP CRM Customizing under Customer Relationship Management ® Master Data ® Organizational Management ® Organizational Data Determination ® Change Rules and Profiles ® Maintain Organizational Data Profile.
● Assign Organizational Data Profile To Transaction Type
Assign the organizational data profile to the transaction type with which you want to manage sales order processing for service parts.
You make the settings required for this in SAP CRM Customizing under Customer Relationship Management ® Master Data ® Organizational Management ® Organizational Data Determination ® Change Rules and Profiles ® Assign Organizational Data Profile To Transaction Type.
● Assign the organizational data profile to the item category with which you want to manage sales order processing for service parts.
You make the settings required for this in SAP CRM Customizing under Customer Relationship Management ® Master Data ® Organizational Management ® Organizational Data Determination ® Change Rules and Profiles ® Assign Organizational Data Profile to the Item Category.
Setting Up Customizing for Credit Management
Settings in SAP CRM
You can use the credit management functions within this business process, and thereby limit the financial risks for your company. Credit management makes it possible for you to carry out credit checks in transaction processing, and it forwards documents that are blocked for credit reasons directly to the person responsible, to be checked.
You can execute the following checks:
The credit rating check checks the solvency of the customer using ratings in the business partner master data. With this check, you can establish as soon as you enter a business partner whether you are permitted to create a sales transaction for this business partner in respect of his or her solvency. The credit rating check determines the rating profile in accordance with the current order’s transaction type. It then reads the sequence of rating procedures, and compares the ratings from the rating procedures with the ratings that are maintained with the payer of the order. If ratings are stored for a rating procedure, and a system response has been defined for these ratings, the system carries out this response (for example, order block).
● Credit Limit Check
The credit limit check carries out a check against the credit limit and the outstanding claims in SAP ECC or another financial accounting system. This check is dependent on the value of the transaction.
You can find detailed information about credit management in the SAP Library for SAP CRM under Components and Functions ® Sales ® Credit Management and in the IMG for SAP CRM under Customer Relationship Management ® Basic Functions ® Credit Management.
The following settings need to be made, among others:
● Define rating procedure
● Create rating profile
● Define handling of ratings
● Maintain credit group
● Assign credit group to item category
(see Define Transaction Type and Item Category)
● Activate credit check in transaction
(see Define Transaction Type and Item Category)
You must have assigned the rating procedure to the transaction type used (see Define Transaction Type and Item Category) so that the credit check can be performed for a sales transaction.
You also need to have assigned the credit control areas to sales organizational units. You make the settings in SAP CRM Customizing under Customer Relationship Management ® Master Data ® Organizational Management ® Cross-System Assignment of Organizational Units ® Assign Credit Control Areas to Sales Organizational Units. In this IMG activity, you define which credit control area is determined using the characteristics sales organization, distribution channel, and division. This is valid for sales transactions in SAP CRM that are billed using SAP CRM and posted as billing documents in SAP ECC Financial Accounting (FI). This is provided that you have defined sales organizations, distribution channels and divisions in SAP CRM and the credit control areas in SAP ECC.
Settings in SAP ECC:
The following settings need to be made for the credit check in SAP ECC Customizing:
● Define credit groups
You can find further information in the IMG for SAP ECC under Sales and Distribution ® Basic Functions ® Credit Management/Risk Management ® Credit Management ® Define Credit Groups.
● Define risk categories
You can find further information in the IMG for SAP ECC under Financial Accounting ® Accounts Receivable and Accounts Payable ® Credit Management ® Credit Control Account ® Define Risk Categories.
● Define automatic credit control
You can find further information in the IMG for SAP ECC under Sales and Distribution ® Basic Functions ® Credit Management/Risk Management ® Credit Management ® Define Automatic Credit Control.
In transaction FD32, you can change the credit management for customers, assign a risk category to the customer, and define the credit limit for the customer.
Setting Up Availability Check in SAP SCM Advanced Planning and Optimization (SAP APO)
Settings in SAP CRM
A further prerequisite for this business process is the availability check using SAP APO. You can use this to carry out an availability check for the items in a sales order. The availability check (ATP check) is used to check whether a product can be confirmed in a sales order, based on the fact that enough stock is available or can be produced or purchased on time. The product is reserved in the required quantity, and the ATP requirements are transferred to production or purchasing.
You make CRM-relevant settings for this function in Customizing for SAP CRM under Customer Relationship Management ® Basic Functions ® Availability Check ® Availability Check Using SAP APO. The following settings need to be made, among others:
● Define Middleware parameters: Availability check using SAP APO
● Define ATP profile
● Assign ATP profile to item category
The ATP profile in SAP CRM must correspond to the requirements profile in SAP APO.
You can find a
detailed description of the availability check in the SAP Library for SAP CRM
under Components and Functions ® Sales ® Availability Check ® Availability Check Using SAP APO and in the configuration guide under 
APO
Connectivity.
Settings in SAP APO
You make APO-relevant settings for this function in SAP SCM Customizing under Advanced Planning and Optimization ® Global Available-to-Promise (Global ATP) ® General Settings, and Rules-Based Availability Check.
The following settings need to be made under the IMG node General Settings:
● Maintain category
● Maintain business event
● Maintain check mode
● Maintain check instructions
● Maintain requirements profile
The following settings need to be made under the IMG node Rules-Based Availability Check:
● Maintain access sequences
● Maintain condition type
● Maintain rule strategy
● Assign rule strategy or rule strategy sequence
You can also maintain rules in the SAP menu under Advanced Planning and Optimization ® Master Data ® Rule Maintenance.
You can find more information about the global available-to-promise in the SAP Library for SAP SCM under SAP Advanced Planning and Optimization (SAP APO) ® Global Available-To-Promise (Global ATP).
Additional Settings in SAP ECC:
● Define item category determination in deliveries
You can find more information in the IMG for SAP ECC under Logistics Execution ® Shipping ® Deliveries ® Define Item Category Determination in Deliveries.
● Define sales document types
You can find further information in the IMG for SAP ECC under Sales and Distribution ® Sales ® Sales Documents ® Sales Document Header ® Define Sales Document Types.
● Define item categories
You can find further information in the IMG for SAP ECC under Sales and Distribution ® Sales ® Sales Documents ® Sales Document Item ® Define Item Categories.
● Assign item categories
You can find further information in the IMG for SAP ECC under Sales and Distribution ® Sales ® Sales Documents ® Sales Document Item ® Assign Item Categories.
● Define delivery types
You can find more information in the IMG for SAP ECC under Logistics Execution ® Shipping ® Deliveries ® Define Delivery Types.
● Define item categories for deliveries
You can find more information in the IMG for SAP ECC under Logistics Execution ® Shipping ® Deliveries ® Define Item Categories for Deliveries.
Settings for SAP Global Trade Services (SAP GTS)
In this business
process, you can carry out foreign trade checks using SAP GTS. The system
transfers the sales order data to SAP GTS. It then checks the sales order for
observance of the relevant export regulations (for example, sanctioned party
lists, embargos, and the need for export licenses). If one of the foreign
trade checks, known as compliance checks,
returns a negative result, and, for example, violations of export regulations
are determined, SAP GTS prevents the creation of a delivery or third-party
purchase order by
setting a corresponding status in the sales order.
You can find a detailed description of the integration for foreign trade checks in the
● SAP Library for SAP CRM under Components and Functions ® Sales ® Sales Transactions ® Sales Orders ® Additional Functions for Service Parts Management ® Integration of Foreign Trade Checks in the Sales Order
● SAP Library for SAP GTS under SAP Compliance Management and SAP Custom Management
If you have integrated SAP GTS into SAP CRM, you can access the Customizing for SAP GTS by using transaction SIMGH and selecting the IMG structure Global Trade Services GTS.
The source system for SAP GTS is the CRM system in this case.
GTS Master Data (Transaction BP)
GTS-relevant business partners must be maintained in the business partner role SLLCPC. In transaction BP, you will find a separate tab page for customs and foreign trade.
Customizing Settings for the GTS Organizational Structure
● Define foreign trade organizations
Create a business partner for each foreign trade organization. You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® General Settings ® Organizational Structure ® Define Foreign Trade Organizations.
● Assign company code at feeder system level
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® General Settings ® Organizational Structure ® Assignment of Organizational Units from Feeder System to Foreign Trade Org. ® Assign Company Code at Feeder System Level.
● Assign partner number at feeder system level
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® General Settings ® Organizational Structure ® Assignment of Organizational Units from Feeder System to Foreign Trade Org. ® Assign Partner Number at Feeder System Level.
● Define legal units
Create a business partner for each legal unit. The business partner must be maintained in the business partner role SLLSIT. You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® General Settings ® Organizational Structure ® Define Legal Units.
● Assign plant at feeder system level
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® General Settings ® Organizational Structure ® Assignment of Organizational Units from Feeder System to Legal Unit ® Assign Plant at Feeder System Level.
Customizing Settings for the GTS Partner Structure
● Assign partner function at feeder system level
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® General Settings ® Partner Structure ® Assignment of Partner Roles from Feeder Systems ® Assign Partner Function at Feeder System Level.
Other Customizing Settings for SAP GTS Compliance Management
● Activate document types
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® SAP Compliance Management ® General Settings ® Document Structure ® Activate Document Types. Check whether the document type for the services embargo check, sanctioned party list screening, and legal control is activated.
● Define number ranges for documents
Check whether the number range 01 is available and a valid number range interval is assigned to this number range.
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® General Settings ® Number Ranges ® Define Number Ranges for Documents.
Note that the definition of the number range interval is time-dependent.
● Assign document type at feeder system level
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® SAP Compliance Management ® General Settings ® Document Structure ® Assignment of Document Types from Feeder Systems ® Assign Document Type at Feeder System Level.
● Activate item categories
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® SAP Compliance Management ® General Settings ® Document Structure ® Activate Item Categories. Check whether the item category for the services embargo check, sanctioned party list screening, and legal control is activated.
● Assign item category at feeder system level
You can find further information in the IMG for SAP GTS under SAP Global Trade Services ® SAP Compliance Management ® General Settings ® Document Structure ® Assignment of Item Categories from Feeder Systems ® Assign Item Category at Feeder System Level.
Customizing Settings for Billing in SAP CRM
You can find
general information about billing in CRM in the SAP Library for SAP CRM under
Components
und Functions ® Sales ® Billing. Detailed information about billing in CRM for
service parts is available in the process
description. You make the necessary settings for this business process in
SAP CRM Customizing under Customer Relationship Management ® Billing.