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Background documentationConfiguration for Data Replication to CRM Systems

 

You have to set up a mapping for the attributes Sales Group and Sales Office, as these attributes in the CRM client systems are part of the Organizational Management while in the MDG hub system they are based on Customizing tables.

Example

In the MDG hub system your set of data looks as follows:

Sales Organization

Distribution Channel

Division

Sales Office

Sales Group

0001

01

01

0001

001

0001

01

01

0001

002

0001

01

01

0002

002

0002

01

01

0001

001

0002

01

01

0001

002

In the CRM client system your set of data looks as follows:

  • Sales Organization O 50000001 with Distribution Channel 01 and Division 01

    • Sales Office O 50000002

      • Sales Group O 50000003

      • Sales Group O 50000050

    • Sales Office O 50000026

      • Sales Group O 50000027

  • Sales Organization O 50000004 with Distribution Channel 01 and Division 01

    • Sales Office O 50000005

      • Sales Group O 50000006

      • Sales Group O 50000075

To map these data proceed as described below:

Settings in the MDG hub system
Prerequisite

Technical settings for business systems are defined in the Customizing activity under Start of the navigation path Master Data Governance, Central Governance Next navigation step General Settings Next navigation step Value Mapping Next navigation step Define Technical Settings for Business Systems End of the navigation path.

Procedure
  • Maintain Value Mapping

    1. Run the Customizing activity Start of the navigation path Master Data Governance, Central Governance Next navigation step General Settings Next navigation step Value Mapping Next navigation step Maintain Value Mapping End of the navigation path.

    2. Mark MDG_FND_PARTY_ROLE_CODE and choose Display mapping relationships (Display mapping relationships).

      1. Under Assign Code Lists enter a Mapping ID and select a List Agency ID and a List ID using the entry help.

      2. Under Define Value Mapping map the Internal Code Value with the External Code Value

    3. Mark VKBUR and choose Display mapping relationships.

      1. Under Assign Code Lists enter the following data:

        Mapping ID

        List Agency ID

        List ID

        List Version ID

        No Mapping

        1

        <CRM client system>

        VKBUR

        1

        X

        2

        <CRM client system>

        VKBUR

        2

        X

    4. Mark VKGRP and choose Display mapping relationships.

      Under Assign Code Lists enter the following data:

      Mapping ID

      List Agency ID

      List ID

      List Version ID

      No Mapping

      1

      <CRM client system>

      VKGRP

      1

      X

      2

      <CRM client system>

      VKGRP

      2

      X

      3

      <CRM client system>

      VKGRP

      3

      X

  • Assign Code Lists to Elements and Systems

    1. Run the Customizing activity Start of the navigation path Master Data Governance, Central Governance Next navigation step General Settings Next navigation step Value Mapping Next navigation step Assign Code Lists to Elements and Systems End of the navigation path.

    2. Select the Type Data Element and the Global Data Type MDG_FND_PARTY_ROLE_CODE and enter a Business System, a List ID, and a List Agency ID using the entry help.

  • Create and Edit Key Mapping

    1. Run the transaction NWBC and launch the corresponding NetWeaver Business Client.

    2. Choose Start of the navigation path Data Exchange Next navigation step Data Replication Next navigation step Create and Edit Key Mapping End of the navigation path.

    3. Under Object Selection enter the following:

      Field

      Entry

      Business Object Type

      Sales Functional Unit

      Business System

      <Business System ID> of the MDG hub system

      Object ID Type/Object ID

      ERP Sales Functional Unit (ERP)/<ID> of the sales organization in the MDG hub system

    4. Choose Add Row.

    5. In row 2 and subsequent enter the System ID of the CRM client system, select the Business Object Type Organizational Center and enter the corresponding Object ID.

    6. Repeat the steps 3 to 5 for all the sales organizations in the MDG hub system.

  • Set up Integration with Business Partner in CRM

    1. Run the Customizing activity Start of the navigation path Master Data Governance, Central Governance Next navigation step Master Data Governance for Customer Next navigation step Set up Integration with Business Partner in CRM End of the navigation path.

    2. Select the CRM client system using the input help and activate mapping of tax classifications and the filter for reflexive partner roles.

Settings in the ERP client system

To make the CRM client system known to the ERP client system, which is necessary for the creation of mapping table entries, run transaction SM34, enter MDGVC_BUS_SYS choose Maintain and enter the corresponding data and set the Disabled for Replication flag.

Settings in the CRM client system
Prerequisite

To make the MDG hub system known to the CRM client system run transaction SM34, enter MDGVC_BUS_SYS choose Maintain and enter the corresponding data and set the Disabled for Replication flag.

Procedure
  • Assign Code List to Elements and Systems

    1. Run transaction SM30, enter MDGV_VM_CODELIST and choose Maintain.

    2. Enter the following data:

      Type

      Global Data Type

      Internal List ID

      Business System

      List ID

      List Agency ID

      List Version ID

      DTEL

      CRMT_SALES_GROUP_MD

      O 50000001 0101O 50000002

      MDG hub system

      VKGRP

      CRM client system

      1

      DTEL

      CRMT_SALES_GROUP_MD

      O 50000001 0101O 50000026

      MDG hub system

      VKGRP

      CRM client system

      2

      DTEL

      CRMT_SALES_GROUP_MD

      O 50000004 0101O 50000005

      MDG hub system

      VKGRP

      CRM client system

      3

      DTEL

      CRMT_SALES_OFFICE_MD

      O 50000001 0101

      MDG hub system

      VKBUR

      CRM client system

      1

      DTEL

      CRMT_SALES_OFFICE_MD

      O 50000004 0101

      MDG hub system

      VKBUR

      CRM client system

      2

  • Maintain Value Mapping

    1. Run transaction SM30, enter MDGV_ELEMENT and choose Display.

    2. Mark CRMT_SALES_OFFICE_MD and choose Display mapping relationships (Display mapping relationships) and then choose Display -> Change (Display -> Change).

      1. Under Assign Code Lists enter the following data:

        Mapping ID

        List Agency ID

        List ID

        List Version ID

        Internal List ID

        1

        <CRM client system>

        VKBUR

        1

        O 50000001 0101

        2

        <CRM client system>

        VKBUR

        2

        O 50000004 0101

      2. Mark Mapping ID 1, choose Define Value Mapping and enter the data shown below:

        Mapping Comb.

        Internal Code Value

        External Code Value

        Inb. Default

        Outb. Default

        1

        O 50000002

        0001

        2

        O 50000026

        0002

        3

        X

        X

      3. Mark Mapping ID 2, choose Define Value Mapping and enter the data shown below:

        Mapping Comb.

        Internal Code Value

        External Code Value

        Inb. Default

        Outb. Default

        1

        O 50000005

        0001

        X

        X

    3. Mark CRMT_SALES_GROUP_MD and choose Display mapping relationships (Display mapping relationships).

      1. Under Assign Code Lists enter the following data:

        Mapping ID

        List Agency ID

        List ID

        List Version ID

        Internal List ID

        1

        <CRM client system>

        VKGRP

        1

        O 50000001 0101O 50000002

        2

        <CRM client system>

        VKGRP

        2

        O 50000001 0101O 50000026

        3

        <CRM client system>

        VKGRP

        3

        O 50000004 0101O 50000005

      2. Mark Mapping ID 1, choose Define Value Mapping and enter the data shown below:

        Mapping Comb.

        Internal Code Value

        External Code Value

        Inb. Default

        Outb. Default

        1

        O 50000003

        001

        2

        O 50000050

        002

        X

        X

      3. Mark Mapping ID 2, choose Define Value Mapping and enter the data shown below:

        Mapping Comb.

        Internal Code Value

        External Code Value

        Inb. Default

        Outb. Default

        1

        O 50000027

        002

        X

        X

      4. Mark Mapping ID 3, choose Define Value Mapping and enter the data shown below:

        Mapping Comb.

        Internal Code Value

        External Code Value

        Inb. Default

        Outb. Default

        1

        O 50000006

        001

        2

        O 50000075

        002

        X

        X

Additional Settings

If you want data changes executed in the CRM client system to be stored in the MDG hub system, set up the systems as described:

CRM client system
  1. Run the Customizing activity Start of the navigation path SAP Customizing Implementation Guide Next navigation step Cross-Application Components Next navigation step SAP Business Partner Next navigation step Data Distribution Next navigation step Activate Function Modules End of the navigation path

  2. For the function module CRMMDG_BUPX_OUTBOUND set the flag Call. If CRMMDG_BUPX_OUTBOUND is missing in the table, enter the following data:

    Event

    Object

    Item

    Function module

    Call

    Business Partner Outbound

    Business Partner and BP Relationship

    1100000

    CRMMDG_BUPX_OUTBOUND

    x

MDG hub system
  1. Run the Customizing activity Start of the navigation path Master Data Governance, Central Governance Next navigation step General Settings Next navigation step Value Mapping Next navigation step Define Technical Settings for Business Systems End of the navigation path.

  2. Mark the CRM client system, choose Define Bus. Systems, BOs and select the BO Types 147 for business partner data and 1405 for business partner relationship data.

  3. Mark the BO types separately each, select Define Bus. Systems, BOs and Communication Channel and enter the following:

    • Communication Channel: Replication via Services

    • Key Harmonization: Key Mapping

    • Storage Location for Data Replication: Staging Area