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FunctionTrade Promotion Upload Using SAP Exchange Interface

 

You can upload Trade Promotion Management (TPM) data from a non-SAP system to SAP Customer Relationship Management (SAP CRM) using SAP Exchange Infrastructure (SAP XI) technology.

Prerequisites

You have installed the following software components:

  • SAP_BW 700

  • BBPCRM 5.1 or 5.2

  • SAP_XI

To enable the data flow between SAP XI and SAP CRM, you have:

  • Defined the master data in SAP CRM

  • Defined the master data in SAP NetWeaver Business Intelligence (SAP NetWeaver BI)

  • Defined the BI Content in SAP NetWeaver BI for layouts and profiles in Business Planning and Simulation (transaction BPS0) and Planning Services (transaction UPX_MNTN)

  • Established an HTTP connection between SAP XI and SAP CRM in SAP XI in Configuration of RFC Connections (transaction SM59)

    Note Note

    The creator of the trade promotion is the user assigned to the HTTP connection.

    End of the note.

Features

To create new trade promotions, new TPM data is transferred from the non-SAP system using SAP XI to SAP CRM. Planning services in SAP NetWeaver BI and Remote Function Call (RFC) destinations enable the transfer of both planning data and master data from SAP CRM to SAP NetWeaver BI.

The data flow is a one-way pull scenario from the non-SAP system to SAP CRM. Should the upload fail, an error message is available in the application log (transaction SLG1), and you need to correct and reprocess the file. Following the successful upload of new trade promotions, the system status is set to Created.

SAP XI uses a file adapter to collect the data in flat files in a specific folder using File Transfer Protocol (FTP).

The source documents are converted into XML format.

You can upload the following TPM data that has been created or deleted in a non-SAP system to SAP CRM:

  • Basic data

  • Products

  • Product Group

  • Product categories

  • Business partners

  • System status (is set to Created)

  • Trade spends

  • Planning data

  • Notes

  • Easy Enhancement Workbench (EEW) customer fields that you can add to existing field structures

If the data contains errors or is missing information (for example, if the product is not valid), SAP CRM rejects the entire marketing object and returns an error message to SAP XI, which you can handle in SAP CRM. You can also check for errors in the upload logs in SAP CRM.

Note Note

We recommend you schedule an upload once a week or once a month, for example.

End of the note.