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PSSC00_INTEGRATION - Configure Integration with SAP Customer Relationship Management

PSSC00_INTEGRATION - Configure Integration with SAP Customer Relationship Management

TXBHW - Original Tax Base Amount in Local Currency   RFUMSV00 - Advance Return for Tax on Sales/Purchases  
This documentation is copyright by SAP AG.
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In order to use the Social Services solution, you must configure the distributed landscape between SAP Customer Relationship Management (SAP CRM) and SAP ERP, by configuring the replication and communication settings and synchronizing certain Customizing settings. This is because the user interface runs in the CRM system but the calculation of benefits, as well as billing and accounting, runs in the ERP system.

To configure the distributed landscape between CRM and ERP, perform the following steps:

  1. CRM and ERP: Configure the middleware replication
You must configure the middleware replication between CRM and ERP, including the definition of both logical systems on both sites and the configuration of the RFC destination to the partner system on both sites. The following subscriptions should be made in the administration console
  • All business partners (BUPA_MAIN)

  • All business partner relationships (BUPA_REL)

  • All business transactions (BUS_TRANS_MSG)

  1. CRM: Configure the communication settings
In this step the settings for communication are done. A precondition of this step is the configured RFC destination from CRM to ERP which should be available after the first step.
  • Assign the RFC destination for synchronous method calls to the SAP ERP system.

  • Maintain the mapped system ERP_PSCD. Enter the required data in the Logical System column and in the Client column.

  1. ERP: Maintain basic Customizing for calculation and payment
You must maintain basic Customizing for calculation and payment in ERP, in Customizing for Public Sector Management under Social Services -> Basic Settings. The following have to be maintained:
  • Frequency types

  • Due date rule types

  • Mapping between due date rule types and frequencies

Make the required settings for frequency types and due date rule types under Define Periods and Due Date Rules.
  • Payment families

Make the required settings for payment families under Maintain Payment Family.
  • Payment methods for outgoing payments

Make the required settings for payment methods in ERP Customizing under Financial accounting (New) -> Contract Accounts Receivable and Payable -> Business Transactions -> Payments -> Incoming/Outgoing Payment Creation -> Define Payment Methods.
  1. CRM: Synchronize the basic Customizing for calculation and payment
The ERP Customizing entries from step 3 must be maintained manually or by means of synchronization objects in the corresponding Customizing activities of CRM:
  • Due date rule types

  • Frequency types

  • Mapping between due date rule types and frequencies

Make the required settings in Customizing for Customer Relationship Management under Industry-Specific Solutions -> Public Sector -> Social Services -> Integration -> Maintain Periods and Due Date Rules.
  • Payment families

Make the required settings in Customizing for Customer Relationship Management under Industry-Specific Solutions -> Public Sector -> Social Services -> Integration ->Maintain Payment Family.
  • Payment methods for outgoing payments

Make the required settings in Customizing for Customer Relationship Management under Master Data -> Business Partner -> Business Agreement -> Define Parameters for Business Agreement -> Define Payment Methods.
  1. CRM: Maintain transaction types and item categories
In CRM, transaction types for social service plan (SSP), social deduction plan (SDP), and item categories must be maintained with regard to their social-services-specific data.
You might already have SSP transaction types, but no social-services-specific data. For transaction types for SSPs (business transaction category BUS2000281), the following data must be maintained:
  • Payment family

  • Due date rule for regular payment

  • Due date rule for underpayment

  • Entitlement frequency

For item categories of SSPs (business transaction category BUS2000288), no social-services-specific settings are necessary.
SDP transaction types (business transaction category BUS2000290) must be created. For item categories of SDPs (business transaction category BUS2000291), the process category must be maintained.
  1. ERP: Maintain the corresponding settings for transaction types and item categories
In ERP, in order to control the processes, the system must know the transaction types and item categories of CRM and some dependencies. SSP and SDP transaction types are known collectively in ERP as SXP types.
In the following activity you must create, in the ERP system, all CRM transaction types and item categories which exist for SSPs and SDPs, ensuring that you use the same key, description, and SXP type (business transaction category from CRM) that they have in CRM:

  • Make the required settings for item categories in Customizing for Public Sector Managementunder Social Services -> Integration Customer Relationship Management -> Maintain Item Categories.

  • Assign a specific process category for each SDP item category in Customizing for Public Sector Management under Social Services -> Integration Customer Relationship Management -> Assign SDP Item Process Category.

  1. Replication of customer tables from SAP CRM to SAP ERP
The Social Services solution supports the CRM middleware replication of customer table content you have created based on the Application Enhancement Tool (AET) from SAP CRM. Data replication is restricted to the header data (segment ORDERADM_H) for the social service plan (SSP) and social deduction plan (SDP) business transactions.
For more information see SAP Note 1552061.






ROGBILLS - Synchronize billing plans   TXBHW - Original Tax Base Amount in Local Currency  
This documentation is copyright by SAP AG.

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