Function documentationReplication of Functional Locations Between SAP CRM and SAP ERP

 

You can use this function to download functional locations from SAP ERP to SAP CRM, where they are stored as object components of an installed base.

You can also upload information on the assignment of equipment to functional locations from SAP CRM to SAP ERP. However, you cannot upload objects representing functional locations to SAP ERP.

Integration

The initial download of data is triggered in SAP CRM and is executed by middleware. Uploads and delta downloads take place automatically when data is changed in SAP CRM and SAP ERP respectively.

To use this function you require the following releases, or higher:

  • SAP CRM 7.0 (with active middleware)

  • SAP enhancement package 4 for SAP ERP 6.0

Prerequisites

  • Materials and business partners have been downloaded from SAP ERP to SAP CRM.

  • You have defined default settings for replication in Customizing for Customer Relationship Management, under Start of the navigation path Master Data Next navigation step Installed Base Next navigation step Replication of Technical Objects from SAP ERP Next navigation step Define Default Settings for Replication of Functional Locations End of the navigation path.

    For information about the prerequisites for making these settings, see the documentation for this Customizing activity.

Features

The following data is downloaded from SAP ERP:

  • Functional location ID

  • Description

  • Long text

  • Manufacturer

  • Hierarchy

  • Business partners

  • Address

  • System status

Functional Locations in SAP CRM

Functional locations are represented as object components of an installed base in SAP CRM. The structure of functional locations in SAP ERP is reflected in the installed base structure in SAP CRM. If you also replicate pieces of equipment (see Replication of Equipment Between SAP CRM and SAP ERP), the assignment of equipment to functional locations is also reflected in the installed base structure.

Download

The following replication processes are available:

  • Initial download of functional locations from SAP ERP to SAP CRM

  • Delta download of functional locations that have been created, changed, or deleted

Note Note

In SAP CRM, you cannot change the downloaded structure of functional locations, create new functional locations in a downloaded structure, or delete a downloaded functional location. You can only install equipment in and dismantle it from a functional location.

End of the note.

You can influence the mapping of SAP ERP data to SAP CRM data using the Business Add-In Creation of Objects by Functional Location Download (CRM_FUNCLOC_LOAD), which you can find in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Installed Base Next navigation step Replication of Technical Objects from SAP ERP Next navigation step Business Add-Ins End of the navigation path.

Upload

Changes made to the assignment of equipment to functional locations in SAP CRM can be uploaded to SAP ERP. This is possible for changes made to the installed base structure using cut and paste, and not the Install and Dismantle buttons (since dismantling a piece of equipment, for example, creates a structure gap that cannot be represented in SAP ERP).

Displaying Functional Locations in SAP CRM

You can search for a functional location by entering its ID as follows:

  • In the Object ID search parameter field on the Objects page

  • On the Installed Bases page (using the Component Using Object Data search option)

To find a top-level functional location, you can also search for the installed base that has the functional location ID as an external ID (External ID search parameter).

The functional location is displayed as installed base component of the type Object. You can view the attributes in the component details.

Activities

Initial Load

To run the initial download, start transaction R3AS, specify the load object FUNCLOC, and then select an SAP ERP system as the source site and an SAP CRM system as the destination site.

Upload of Equipment Assignment to Functional Locations

Activate the adapter object DNL_EQUI_HIER in transaction R3AC1 by choosing the In-/Active pushbutton to display inactive objects, then deselecting the Inactive checkbox for the object.

More Information

For information about the technical process of replication, see Customizing for Customer Relationship Management, under Start of the navigation path Master Data Next navigation step Installed Base Next navigation step Replication of Technical Objects from SAP ERP Next navigation step Replication of Functional Locations: Prerequisites and General Information End of the navigation path.