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CRM_SRV_REVACC_MIGRA - Data Migration Overview

CRM_SRV_REVACC_MIGRA - Data Migration Overview

TXBHW - Original Tax Base Amount in Local Currency   General Material Data  
This documentation is copyright by SAP AG.
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You can migrate your existing SAP Customer Relationship Management (CRM) service and sales business transaction data for processing in SAP Revenue Accounting and Reporting (Revenue Accounting).

The migration takes place from CRM via SAP ERP (ERP) to Revenue Accounting.

You have set up the integration with Revenue Accounting. For more information, see Description of Revenue Accounting Integration.

You have made all the relevant settings in Customizing in the respective systems:

CRM:

Define the package ID for your migration package in Customizing for Customer Relationship Management-> Transactions-> Settings for Service Transactions -> Integration-> Revenue Accounting Integration -> Define Relevance Type for Revenue Accounting.

ERP:

Set the migration relevance and package ID in ERP Customizing under Sales and Distribution-> Revenue Accounting and Reporting -> Maintain Revenue Accounting Item Settings. Use the same package ID you defined in your CRM system previously.

Revenue Accounting:

  • Define the package ID and description of your migration package. Make sure you use the same ID as you have used in the CRM and ERP systems previously. You do this in Customizing for Revenue Accounting under Financial Accounting (New) -> Revenue Accounting -> Revenue Accounting Contracts-> Define Migration Packages.
  • Assign the company code and the accounting principle (IFRS) to the migration package you defined previously. Make sure the status is set to Migration. You do this in Customizing for Revenue Accounting under Financial Accounting (New) -> Revenue Accounting -> Revenue Accounting Contracts -> Assign Company Codes to Accounting Principles.

Note:

Make sure that the package numbers you maintain are consistently the same across all systems.

The migration is started from the CRM system. Make sure you execute the documented steps in the correct order.

You have to make the following settings to set up the migration of your CRM data to Revenue Accounting:

  1. Enrich your existing data using the pre-processing program CRM Service Revenue Accounting Migration: Enrich Reference Type and ID.
  2. In case you use SAP Sales and Distribution (SD) billing, you have to update reference ID and reference type in SAP ERP (ERP) sales documents on ERP-side that were created from CRM sales and service transactions using the pre-processing program CRM Service Revenue Accounting Migration: Enrich SD Documents.
  3. In your CRM system, choose transaction CRM_SRV_REVACC_OL to set the relevance type for CRM service contracts and service orders, and service confirmation according to Customizing. For follow-up billing documents and due list items in CRM, the relevance type is passed on. It creates RAIs for orders and invoices and transfers legacy data.
  4. For the operational load on the ERP-side, run the program under transaction FARRIC_OL. The program transfers the CRM-relevant documents such as SD sales orders and all debit memo request with subsequent documents from ERP to Revenue Accounting for processing. The documents are prepared by the enrichment program in pre-processing.
  5. For the operational load, run the program CRM Service Revenue Accounting Operational Load. You can reverse the process as described in the program documentation.
  6. In your Revenue Accounting system, choose the following transactions to process an initial load of the RAIs in Revenue Accounting:
  • FARR_RAI_PROC_LOAD (prior to transfer date)

  • FARR_RAI_PROC (after transfer date)

For more information, see the SAP Revenue Accounting and Reporting Migration Guide under http://help.sap.com/revacc -> Revenue Accounting and Reporting 1.2 (or higher) -> SAP Library-> Migration.






General Data in Customer Master   TXBHW - Original Tax Base Amount in Local Currency  
This documentation is copyright by SAP AG.

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