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Function documentationData Transfer to SAP ERP Accounting

 

The following are some of the SAP ERP components to which you can transfer billing data:

  • Accounts receivable

  • Contract accounting

  • Overhead cost controlling

  • Profitability analysis

  • Profit center analysis

Example Example

When billing data from SAP CRM is transferred to SAP ERP, it generates open items in accounts receivable accounting. These open items are cleared when inbound payments are received, and dunning procedures can be executed if payments remain outstanding. In controlling, billable amounts are used to compare revenues with accumulated costs.

End of the example.

Data is exchanged by means of CRM Middleware, using the following business document (BDoc) types:

  • BEABILLDOCCRMB for monitoring data transfer from SAP CRM to SAP ERP

  • BEABILLSTACRMB for updating statuses from SAP ERP to SAP CRM

Prerequisites

  • You have installed and configured at least one SAP ERP accounting component in which the SAP CRM Plug-In is available.

  • You have made the necessary customizing settings for CRM Middleware on the CRM Server, and in SAP ERP. You do this in Customizing for Customer Relationship Management, under Start of the navigation path CRM Middleware and Related Components Next navigation step Generate Industry Specific Objects and Services End of the navigation path and Communication Setup.

  • You have made the necessary customizing settings for the transfer of billing data to accounting. You do this in Customizing for Customer Relationship Management, by choosing Start of the navigation path Billing Next navigation step Integration Next navigation step Transfer of Billing Documents to Accounting End of the navigation path.

  • For each billing document type, you have determined whether you want to allow automatic data transfer. You do this in Customizing for Customer Relationship Management, by choosing Start of the navigation path Billing Next navigation step Define Billing Document Types End of the navigation path. If you want to enable automatic transfer, ensure that the No Autom. Transfer to Acctg indicator is not selected.

    Note Note

    Billing document types with the billing category “Prof-Forma Invoice” are not transferred to accounting.

    End of the note.

Activities

Transferring Billing Data to SAP ERP

During billing, data is automatically transferred to accounting, unless a transfer block is set for the relevant billing document type in Customizing. You can transfer data from blocked billing documents as follows:

  • In the CRM WebClient UI on the Billing Document page

  • In SAP GUI on the SAP Easy Access screen under Start of the navigation path Sales/Service Next navigation step Billing Next navigation step Transfer Billing Documents to Accounting End of the navigation path

Displaying SAP ERP Accounting Documents

You can display the accounting documents that are created for your billing data. You do this in the CRM WebClient UI, on the Billing Document page, in the assignment block Follow-Up Transactions.