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ERP Sales Transactions in CRM (Enhanced for SP07)

Use

As of SAP CRM 2007, you can create an ERP quotation as a folllow-up to a CRM opportunity in SAP CRM WebClient UI and Interaction Center (IC) WebClient. For further information, see Creating and Changing ERP Sales Transactions in SAP CRM.

As of SAP CRM 7.0 SP07, this function has been enhanced so that you can maintain ERP sales transactions (sales quotations, sales orders and quantity contracts) in the CRM WebClient UI in Web Channel and Interaction Center (IC).

Additionally, the features available for ERP transaction processing via CRM have been enhanced as follows:

  • Product proposals and item proposals for ERP sales transactions (enhanced)
For further information, see release note Product Proposals and Item Proposals in Sales Quotations and Orders
  • Bills of material explosion (BOM explosion) in ERP sales orders for ERP products
The subitems resulting from the BOM explosion in ERP are displayed in the ERP order in CRM WebClient UI.
  • Product configuration is now possible using the Application Platform (AP) Configurator (with the Configuration Engine).
For more information, see SAP Library for SAP Customer Relationship Management (SAP CRM) on Help Portal at http://help.sap.com. In the Application Help, choose SAP ERP → SAP ERP Central Component → Logistics → Logistics -General (LO) → Variant Configuration(LO-VC) -> Product Configuration with the Configuration Engine.
  • Additionally, you can design the product configuration to suit your requirements with the help of the new Product Configuration Designer.

For more information, see Product Configuration Designer

  • Web Channel product catalog in CRM WebClient and IC
You can use the product catalog to select products in the CRM WebClient UI (including Interaction Center)

Effects on Existing Data

Effects on Data Transfer

You do not need to replicate the sales transactions to ERP. However, in order to use this scenario (Lead-to-Cash), you need to replicate and map the following master data from ERP to CRM:

  • ,,Organizational data (sales organization, distribution channel, division)
  • ,,Business partners
  • ,,Products (inclduding product models for configurable products and bills of materials (BOMs) if you use these)
  • ,,Conditions for pricing (optional)

Effects on System Administration

In order to allocate authorizations for the ERP transactions to the CRM user, you must assign the role SAP_LO_SD_ORDER_MANAGEMENT (Suite Excellence Order Management) to the user.

This role contains all authorizations that are relevant for order processing. For example, you control processing of the user status, the characteristics from the class system, and the restriction of sales document types and sales areas.

For this scenario (Lead-to-Cash), SAP recommends that you use a separate, trusted RFC connection based on the current user. This allows you to set different authorization levels for each user. You also need counterpart users in ERP with the same ID and the role SAP_LO_SD_ORDER_MANAGEMENT assigned.

In order to use this scenario, ERP is required. To additonally use product configuration and the Extensibility Tool, you need to have activated the business function Simplified Sales Processes in SD (Enhanced) 02_LOG_SD_SIMP_02 with Enhancement Pack 4 in your ERP system. For more information, see the release note for

Simplified Sales Processes in SD 02 (Enhanced), in your ERP system, under Logistics → Sales and Distribution.

Effects on Customizing

For ERP transactions, the following Customizing node has been added:

  • Settings for Transactions -> Settings for ERP Transactions Maintained in CRM

To use CRM item proposals and product proposals for ERP sales transactions, you must set up product proposals in the same way as for CRM sales transactions. You do this in Customizing for CRM under Transactions → Settings for Sales Transactions → Product Proposals for Quotations and Orders.

Additionally, the following Customizing activities have been added to assign product proposal and item proposal settigns to ERP sales transactions:

  • Assign Method Schema to ERP Sales Transaction Type
  • New view ERP Filter Attributes in the activity Define Transaction Filter

Further Information

For more information on ERP order entry through the various channels, see:






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