Mapping CRM Classifications to ERP Account Groups 

Use

You have to define mapping to an ERP account group for each of the business partner classifications. Use the ERP account groups you have created in Creating ERP Account Groups.

Procedure

ERP	Mapping CRM Classifications to ERP Account Groups
Transaction Code	PIDE

You have to specify the classification (for example, Consumer) and the grouping (that is, number ranges) for each account group.

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       1.      In the dialog structure choose CRM à ERP: Assign BP Classification to Account Grp.

       2.      Choose New Entries.

       3.      Enter the mapping according to the following recommendation:

Recommendation for Consumers

For business partner data that you create in CRM as consumers, it is important to know whether the business partners are organizations (hereafter called Consumer: Organization) or persons (hereafter called Consumer: Person).

●     Consumer: Organizations are replicated as customers and not as consumers in ERP. In this way the sales area data is copied from the reference business partner to the ERP system.

●     Consumer: Persons are distributed as consumers to the ERP system. The sales area data for consumers is determined from ERP from the ERP reference customer if necessary.
Use that ERP account group for the Consumer: Person that is intended for consumers in ERP.

If you have maintained neither an ERP account group for consumers, nor an ERP reference customer, do not assign an ERP account group for this data, instead use the new account group for both organizations and persons.

Recommendation for Customers

Assign the ERP account group that is relevant for customers in the ERP system. This ERP account group is also assigned when the business partner is additionally classified as a Prospect and a Competitor in the CRM system.

Recommendation for Prospects

Assign the ERP account group that is relevant for prospects in the ERP system. This is also assigned when the business partner is also classified as a Competitor in the CRM system.

Recommendation for Competitors

Assign the ERP account group that is relevant for competitors in the ERP system.

Example

CRM Classification	ERP Account Groups
A (Consumer: Organization)	Copy of 0001 (Sold-To Party)
B (Customer)	Copy of 0001 (Sold-To Party)
C (Prospective Customer)	Copy of 0005 (Prospect)
D (Competitor)	Copy of 0006 (Competitor)
E (Consumer: Person)	0170