Address Management
When you create a CRM contract, the system uses the premise addresses as the business partner addresses, or restricts them to a specific time frame. The address management function controls what happens with the premise addresses in accordance with the contract process. The validity of the contract corresponds with the validity of the address. For example, in the event of a reversal (in simple cases), the address is deleted from the business partner data. Both process steps can be controlled using Customizing settings.
The following contract processes are available in SAP CRM:
● Create contract
● Change contract
● End contract
● Reverse contract
● Create quotation
Customizing Settings and Their Effects
● Create contract
If the relevant indicators are selected in Customizing, the system uses the premise address as the default address or additional address.
● Change contract
If you used the premise address in the business partner data and you now change the validity period of the contract, the system adjusts the validity period of the address accordingly.
● End contract
If you end a contract and the premise address was used as an additional address (not a default address) in the business partner data, the system restricts the validity of the address accordingly.
● Reverse contract
In simple cases of contract reversal, the address is deleted from the business partner data. You can control this process in Customizing.
● Create quotation
If the relevant indicators are selected in Customizing, the system uses the premise address as the default address or additional address.
The following Customizing tables are relevant for the contract processes:
● Table CRMC_ISU_ADM_CUS in the Customizing activity Address Management in the CRM system under Industry-Specific Solutions ® Utility Industries ® Transactions ® Address Management
● Table CRMC_ISU_ADM_PRO in the Customizing activity Process Reasons for the Address Maintenance under Industry-Specific Solutions ® Utility Industries ® Transactions ® Address Management ® Process Reasons for the Address Maintenance.
The Customizing activities and their purpose are described below:
Customizing Activity Address Maintenance (Table CRMC_ISU_ADM_CUS)
Entry/table column |
Definition |
Usage |
Item Category |
Key that identifies an item category. |
An item category defines the attributes and characteristics of a transaction item and therefore controls how an item is processed. |
Copy Address |
Determines whether the premise address is used automatically during a sales process or when creating a quotation. |
Select this indicator if you want the premise address to be used automatically. |
Use Address as Default Address (Default) |
Controls whether the premise address is automatically used as the default address. |
Select this indicator if you want the address to be used as the default address. |
Address Type |
|
You can maintain the possible address types in Customizing. In business partner maintenance, you can use the Address Use function to allocate address types to business partner addresses. Example: ● Correspondence address ● Delivery address |
Limit Address Validity (Limit Val.) |
Controls whether the validity of the premise address is restricted to a specific time frame when a contract is ended. |
Select this indicator if you want the validity of the premise address to end when the respective contract ends. |
Limit Address Usage (Limit Use) |
Controls whether the use of the premise address is restricted to a specific time frame when a contract is ended. |
Select this indicator if you want the use of the premise address to end when the respective contract ends. Dependencies: The premise address is not used as the default address. |
Postal Delay (Post Delay) |
Controls the validity of the address when the premise address is used. |
Enter how many days in advance the premise address should be taken into account. Example: You have defined the moving date and the contract start date as June 1st. In the Postal Delay field, enter the value <3> so that the new address is valid in the system as of May 29th. Then ensures that any mail is sent to the new address. |
Interval |
Defines by how many days the address validity can vary from the contract or quotation start date when a default address is changed. |
Enter the maximum number of days that the address validity can vary. |
Country |
|
Enter the country for new addresses in the IC WebClient. |
Customizing Activity Process Reasons for the Address Maintenance (Table CRMC_ISU_ADM_PRO)
Entry/table column |
Usage |
IS-U Process Definition Key (Process) |
Enter the country for new addresses in the IC WebClient. The process ID uniquely identifies a change process. |
IS-U Process Reason Key (Reason) |
The process category contains a group of change processes that belong together. Example: |
Retain Address |
In the event of a reversal, the business partner’s additional addresses are deleted. |
Reset Standard Address |
In simple cases, the previous default address is reinstated after a reversal. |
BAdI: Adjustment of Customizing Settings
Read the documentation for this Customizing activity.
BAdI: Validity Start Date
Read the documentation for this Customizing activity.
BAdI: Check of Validity Start Date
Read the documentation for this Customizing activity.