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Function documentationConnection to SAP ECC

 

You set up a connection between SAP CRM and SAP ECC when you want to enter actual costs or revenues for your marketing project and settle them to Profitability Analysis (CO-PA). The connection is, of course, also a prerequisite if you want to use other functions of the SAP Project System for marketing planning.

Prerequisites

You must have completed the corresponding configurations for using SAP ECC in Customizing for Customer Relationship Management by choosingStart of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step System Landscape End of the navigation path .

Activities

Automatic transfer (middleware)

You create the connection to SAP ECC by assigning the marketing project or the marketing elements of a marketing project to a work breakdown structure (WBS) element in the SAP Project System. From Marketing, you can create new WBS elements with assignments to marketing elements.

If you create a WBS element from SAP CRM, we recommend that you consider the following:

  • If you use project coding masks in SAP ECC, then you should maintain the project coding masks in SAP ECC and the editing masks in SAP CRM consistently, to avoid name conflicts.

  • You can use a suitable validation rule in SAP ECC to reserve a name range for WBS elements that you create from SAP CRM.

Caution Caution

If you want to make subsequent changes in SAP CRM, then you must first manually remove the system status Locked .

  • If the SAP ECC structure can no longer be changed, (for example, because the project is already budgeted), then a corresponding transfer status and message are displayed in the SAP ECC transfer log. Where necessary, conflicts must be cleaned up in SAP ECC.

  • If you delete marketing elements, the status Technically completed must be set for the assigned WBS elements. Marketing elements that have been created with automatic number assignment should be deleted manually in SAP CRM and SAP ECC. In this way, you avoid inconsistencies.

  • When deleting or archiving WBS elements in the SAP ECC, no check is carried out to determine whether these marketing elements are assigned in SAP CRM.

End of the caution.

You can monitor the status of the transfer to SAP ECC directly in the CRM Marketing application.