Customizing Settings for Service Contracts in
CRM
Purpose
This section describes the Customizing settings in the SAP CRM system, which are necessary in order to achieve integration of contracts between SAP CRM and SAP IS-U, during which all relevant contract data is replicated between the two systems.
Business Transaction Category
The business transaction category determines the business context in which a transaction type can be used (for example, service, sales, activity).
If an IS-U contract is replicated into a CRM contract item, the system generates a contract with this business transaction category.
The business transaction category Service Contract BUS2000112 is a classical business transaction category.
The business transaction category Utility Contract BUS2000249 is an optimized business transaction category.
the business transaction category can, but does not have to have, organizational data determination. As it does not create a price document, you can only assign it to item category BUS2000149.
If you do not need the IPC, use BUS200249 as it is considerable faster and requires less memory space.
You can allocate both BUS2000147 and BUS2000149 as item categories to business transaction category BUS2000112.
Select the item category and double-click on Assignment of Business Transaction Categories.
Also maintain the Define Transaction Types activity in Customizing for Customer Relationship Management under Industry Solutions ® Utilities Industry ® Transactions ® Settings for Utility Transactions.
Item Object Category
The item object type is the key element in contract replication. The system uses the item object type to decide whether and into which system the contract is replicated. Since the CRM system works with contract items and the IS-U system with single-line contracts, all required contract items are transferred into separate contracts in the IS-U system. Accordingly, replication occurs based on the item object category of the contract item. The necessary item category (for example, quotation item) is thus linked to the item object category (for example, sales item CRM). The item object categories used for the IS-U replication are BUS2000147 (CRM utility contract item) and BUS2000149.
The item object categories BUS2000147 and BUS2000149 have different types of configuration storage.
●
BUS2000147 is the
classic item category.
The Internet Pricing Configurator (IPC/PME) is used here for
configuration storage. This item category requires correct organizational data
determination and a price document.
It also needs considerably more time and memory space than item category
BUS2000149.
Therefore, you should consider using BUS2000149, especially for documents with
a large number of items.
●
BUS2000149 is the
optimized item object category.
It does not support price documents.
Therefore, IPC costing is not possible and is not substituted by the
“lean configuration” based on the enhancements generated in the
Easy Enhancement Workbench (EEWB).
The organizational data determination Is optional.
You define the item category in Customizing of the CRM system under
Customer Relationship Management ® Transactions ® Basic settings Define item categories.
Select the
corresponding item categories and choose 
(Detail).
Here you also link the different procedures and profiles to the item category, for example text determination procedure, partner determination procedure, date profile, action profile, status profile and organizational data profile. If you do not enter a profile, the tab on the contract screen is hidden. You can find further information on these profile settings in the Customizing for the CRM system.
Also maintain the Define Settings for Item Categories activity in Customizing for Customer Relationship Management under Industry Solutions ® Utilities Industry ® Transactions ® Settings for Utility Transactions.
Delivered Transaction Types and Item Object Categories
The following figure shows the delivered transaction types and item object categories:
Further Settings
To make sure that your item category is defined correctly, you must create an item category group, an item category usage and an item category determination.
You define the item category group in the product itself.
In the product category determination, the system determines the item category by means of the item category group that you allocated to the product and the transaction type that you are using.
You make these settings in Customizing for Customer Relationship Management under Transactions ® Basic Settings.
For every transaction type you can define several rules for the item category determination. For more information about the item category determination, see Customizing for the CRM system.
If you use products in transaction that do not contain any organizational data, you must allocate the following set types to the product hierarchy so that you can assign an organization-independent item category group:
● Set type CRMM_PR_BTR Transaction-controlling fields
● CRM_ISU_ATTR IS-U attributes for contract
● CRM-ISU_VALUES Preassignment of values for lean configuration
Example
You want to create contracts in CRM, which are replicated in IS-U.
Step 1
Define a transaction type with the leading business transaction category Service Contract and link these to all necessary transactions and profiles.
Assign the transaction to the business transaction categories Service Contract and Sales.
Step 2
Define an item category with the object type CRM Utility Contract Item and assign all necessary transactions and profiles to it. Also assign the item category to the business transaction categories Service Contract and Sales.
Step 3
Define an item category group.
Step 4
Define an item category usage.
Step 5
Define an item category determination.
Step 6
Connect your item category group with the product that you want to replicate.
If you now create the order, the item category is defined automatically as soon as you enter the product. When you save the contract, the system replicates the data in the IS-U system.
Note that in the
IS-U system a master data template must exist for the product.
In IS-U, maintain a master data template of category CRMNEWCONTRACT, and enter
the CRM product in the header data of the master data template. During
replication of the CRM contract in IS-U, the IS-U system uses the CRM product
to determine the relevant master data template.
For more information about master data templates, see SAP Service Marketplace at http://service.sap.com/utilities under Product Information ® SAP CRM for Utilities ® Cookbooks & Guidelines ® IS‑U Master Data Templates.
Special Settings for Quotations
Quotations require their own transaction types and contract items.
As opposed to contracts, in the business transaction category Sales (BUS2000115), you have to set the “Relevant for Quotations” value to “Initial Quotation”.
As of release 5.2, the copying control in follow-on documents for accepting contracts or generating quotations from contracts is no longer used. It is only used to generate quotations from opportunities (see the “Accepting Quotations” section).
Activate Business Agreement
You activate the business agreement that corresponds to the IS-U contract account CRM Customizing under Customer Relationship Management ® Master Data ® Business Partner ® Business Agreement ® Define Basic Settings. Select the entry “FI-CA Active” in the field Active Account. (active accounting).
Date Profile
The date profiles at item level relevant for the utilities industry are as follows:
● ISU_001 Date profile for classic profile category
● ISU_002 Date profile for optimized profile category in WebUI (contract)
● ISU_003 Date profile for optimized profile category in WebUI (quotation)
● ISU_CNTR_L Date profile for optimized profile category in Interaction Center
The following special date types are used:
● CONTSTART Start of current time slice
● CONTEND End of current time slice
● ISURQCONTEND Requested contract start
● ISURQCONTSRT Requested contract end
● ISU_PL_CTEND Planned contract end
● ISUSUPSTART Move-in date / start of supply