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Procedure documentationLead-to-Cash: Basic Configuration Locate this document in the navigation structure

Procedure

In order to work with the Lead-to-Cash scenario, that is, to create and maintain ERP sales transactions in your CRM system, you need to have carried out the following:

  • You are using SAP ECC for your Quotation and Order Management, and also SAP CRM.

  • You have defined an RFC destination.

    The profile SALESPRO is available to you as standard, but it is delivered without specification of the RFC destination. You therefore still need to assign the RFC destination for SAP ERP to this profile. You do this in Customizing for CRM, by choosing   CRM Middleware and Related Components   Communication Setup   Define RFC Destinations.  

    Note Note

    If you use a trusted RFC connection, you must assign the CRM and ERP users to the SAP_S_RFCACL authorization in order to allocate authorizations. This ensures that your users can access ERP sales transactions from SAP CRM.

    You do this in Customizing for CRM, by choosing  UI Framework   Business Roles   Define Authorization Role  

    End of the note.

    Recommendation Recommendation

    SAP recommends that you use a trusted RFC connection.

    End of the recommendation.

    Basic Configuration: SAP ERP

  • You have activated the business function Simplified Sales Processes in Sales and Distribution 02(LOG_SD_SIMP_02) in SAP ERP

  • In order to allocate authorizations for ERP transactions, you must assign the ERP users to the SAP_LO_SD_ORDER_MANAGEMENT authorization role (Suite Excellence Order Management) in SAP ERP.

    This role contains all authorizations that are relevant for sales order processing.

    For more information on authorization roles, see the Help Portal documentation under   Components and Functions   Basic Functions   UI Framework and Configuration   Business Roles   Define Authorization Role  

    Note Note

    The same user should exist in both SAP CRM and SAP ERP.

    End of the note.

    Basic Configuration: SAP CRM

  • You have defined an ERP profile for working with ERP sales transactions.

  • You have defined profiles for ERP sales transactions.

    ERP transaction types (order, quotation, quantity contract) are assigned to the DEFAULT profile with the standard configuration. If you want to define your own profiles and assign your own ERP transaction types, you do this in Customizing for CRM, by choosing   Transactions   Settings for ERP Transactions Maintained via SAP CRM   Define Profiles for ERP Sales Transactions  .

  • You have included the Batch field in the Items assignment block in the CRM WebClient UI configuration.

    You add this field using the BSP WD Component Workbench (transaction BSP_WD_CMPWB) under the component ERP_I (View: ItemDetail).

  • You are working with at least one of the following business roles:

    • Sales Professional (SALESPRO)

      You assign this business role to users

    • IC Agent (IC_AGENT)

      You assign this business role to work with the Interaction Center (IC).

    • Web Channel Manager (ECO-MANAGER)

      To work with Web Channel, you assign this business role to users for administrative tasks

  • Alternatively, you have defined your own business role and assigned a function profile to this role. You do this in Customizing for CRM, by choosing   UI Framework   Business Roles   Define Business Role  .

    For more information on business roles, see the Help Portal documentation under   Components and Functions   Basic Functions   UI Framework and Configuration   Business Roles  

    In this Customizing activity, you can define your own ERP sales order profile. The business roles SALESPRO and IC_AGENT have a function profile assigned to ERP_SALES_ORDER with the standard configuration, which includes quotation, sales order and quantity contract.

  • You have adjusted the work center group links for the relevant business roles

    If you work with the Sales Professional (SALESPRO) role, you can only work with CRM transactions with the standard delivery. If you want to work with ERP transactions as well, you have to adjust the work center group links to allow you to search for and / or create ERP sales transactions. You make these settings in Customizing for CRM, by choosing   Business Roles   Define Business Role.   Select the business role SALESPRO and choose the Adjust Work Center Group Links folder.

    The following work center link groups are available for ERP sales transactions:

    Work Center

    Group ID

    Logical Link ID

    SLS-CYCLE

    SLS-ERC-CR

    SLS-ERC-CR (ERP contract, create)

    SLS-CYCLE

    SLS-ERC-SR

    SLS-ERC-SR

    (ERP contract, search)

    SLS-CYCLE

    SLS-ERP-CR

    SLS-ERQ-CR (ERP quotation, create)

    SLS-CYCLE

    SLS-ERP-SR

    SLS-ERQ-SR (ERP quotation, search)

    SLS-CYCLE

    SLS-ERP-CR

    SLS-ERS-CR (ERP sales order, create)

    SLS-CYCLE

    SLS-ERP-SR

    SLS-ERS-SR (ERP sales order, search

    Note Note

    To make these work center groups links available in the CRM WebClient UI, you only need to set these to Visible , as they are already available with the standard configuration.

    End of the note.

    Note Note

    The IC agent will find the links to the IC functionality, that is, ERP sales order, ERP quotation and ERP sales contract, under the Index area on the CRM WebClient UI.

    End of the note.
  • For Marketing Professional, you need to add the following work center link groups to enable users to create and maintain up/down/cross-selling rules for products:

    Work Center

    Group ID

    Logical Link ID

    MKT-Home

    MKT-ALL-CR

    MKT-RUS-CR (Create Up/Down Selling Rule)

    MKT-Home

    MKT-ALL-CR

    MKT-RCS-CR (Create Cross Selling Rule)

    MKT-MKT

    MKT-ALL-CR

    MKT-RUS-CR (Create Up/Down Selling Rule)

    MKT-MKT

    MKT-ALL-CR

    MKT-RCS-CR (Create Cross Selling Rule)

    MKT-MKT

    MKT-ALL-SR

    MKT-RS-SR (Search for Cross/Up/Down Selling Rule)

More Information

For more information, see the SAP CRM security guide on the SAP Portal under service.sap.com/security, and then choose  Security   Security in Detail   SAP Security Guides.