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 Reduction of Implementation Time

 

Technical Data

Technical Name of Business Function

CRM_TCI_1

Type of Business Function

Enterprise Business Function

Available From

SAP enhancement package 2 for SAP CRM 7.0

Technical Usage

CRM core

Application Component

Business Partners (CRM-MD-BP)

Business Transactions(CRM-BTX)

Required Business Function

Not relevant

You can use this business function to reduce the total cost of implementation and go live more quickly. You can also improve usability for business partner editing.

Prerequisites

You have installed the following components as of the version mentioned:

Type of Component

Component

Required for the Following Features Only

Software Component

BBPCRM 702

Software Component

SAP_APPL 606

Consistency check for mandatory business partner and customer fields

Features

Additional Copy Function for Transaction Types

In addition to copying the standard Customizing settings, you can now copy related table entries from one transaction type to another. This allows for a more complete copy of the transaction type settings. In Customizing, you can select a source transaction type and a target transaction type, and then select the tables that will be used for the copy. The source and target transaction types must both be active and must be assigned the same business transaction category.

You can access this feature in Customizing for Customer Relationship Management under Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Copying Transaction Types End of the navigation path.

Consistency Check for Mandatory Business Partner and Customer Fields

In preparation for the exchange of business partner and customer data between SAP CRM and SAP ERP, you can run a consistency check for mandatory fields. This enables you to avoid errors during data replication by detecting discrepancies in the mandatory setting for business partner fields in SAP CRM and customer fields in SAP ERP, and by making adjustments to Customizing accordingly.

You access the check report in Customizing for Customer Relationship Management, under Start of the navigation path CRM Middleware and Related Components Next navigation step Compare Mandatory Fields for Business Partner/Customer Master End of the navigation path.

For the combination of account group, classification, and business partner role, the report shows the following:

  • For upload from SAP CRM to SAP ERP: non-mandatory field groups in SAP CRM that are mapped to mandatory modification groups in SAP ERP

  • For download from SAP ERP to SAP CRM: non-mandatory modification groups in SAP ERP that are mapped to mandatory field groups in SAP CRM

The report checks the mandatory field settings made per business partner role only (and not settings made per client, activity, or business partner type).

Visual Indication of Mandatory Fields on Business Partner UIs

Mandatory fields that are defined per business partner role are marked as mandatory fields in the following WebClient UI applications:

  • Accounts

  • Contacts

  • Employees

In form-like blocks within the UI, mandatory fields are marked with an asterisk (*) and highlighted in light red. If a user does not make an entry in the mandatory field, the field is highlighted in dark red when the user saves or presses Enter.

In table-like blocks within the UI, only one entry is mandatory within a row. There is no visual indication that an entry is required within the row, however, a message appears if a business user leaves the field empty and saves.