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Former Member

Steps to extract from CRM to BW

Hi BW Gurus,

My requirement is to extract the data from CRM to BW but before that I have doubt;that is for example when a Customer has placed an order from Mobile device and now that product need to be delivered and send him/her Invoice now my doubt is whether all transactions ex: quotation,sales order,delivery etc will take place in CRM or SD or some part in CRM and some in SD or i might be wrong also in assuming this. Would you please explain about this concept breifly as I am new to CRM this concepts really confuses me and If you have any good document on this please do forward it to my mail id: akr2754@yahoo.com.

Thanks a lot and Guarantee of award points and Have a great Day.

Regards

Kishore.

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4 Answers

  • Best Answer
    Posted on Oct 19, 2006 at 05:50 AM
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  • author's profile photo Former Member
    Former Member
    Posted on Oct 19, 2006 at 05:32 AM

    Hi,

    This steps are written by KJ!! in one for the post.

    I have just copied for you.

    <b>

    Steps for Extracting data from CRM:

    Configuration Steps</b>

    1.Click on ->Assign Dialog RFC destination

    If your default RFC destination is not a dialog RFC destination, you need to create an additional dialog RFC destination in addition and then assign it to your default RFC destination

    2.Execute Transaction SBIW in CRM

    3.Open BC DataSources.

    4.Click on Transfer Application Component Hierarchy

    Application Component hierarchy is transferred.

    5.SPRO in CRM .Go to CRM->CRM Analytics

    6.Go to transaction SBIW-> Settings for Application specific Data Source ->Settings for BW adapter

    7.Click on Activate BW Adapter Metadata

    Select the relevant data sources for CRM sales

    8.Click on Copy data sources

    Say yes and proceed

    9.Logon to BW system and execute transaction RSA1.

    Create a source system to establish connectivity with CRM Server

    A source system is created. (LSYSCRM200)(Prerequisites: Both BW and CRM should have defined Back ground, RFC users and logical systems)

    10.Business content activation for CRM sales area is done

    11.Click on source system and choose replicate datasources.

    Regard,

    San!

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 23, 2006 at 03:39 PM

    Hi Kishore,

    what exactly do you want to know? How to connect CRM- and BW-system oder how to deal with CRM- and BW-prozesses?

    If it is the prozess:

    Quotation and sales order could take place in both, CRM and R/3. If you choose CRM you have to replicate the documents via middleware into R/3. Deliveries only can take place in R/3!

    To upload the data, you then have to upload the deliveries from SD. Therefore you need the connection between R/3 and BW. For Sales documents you have to define one of both, SD or CRM, as leading system and upload the data from this system.

    But be aware that the extraction of R/3-data is different than from CRM.

    Hope it helps

    Doris

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    • Former Member

      Kishore,

      I'm Back to SDN. To my knowledge, Quotation, Order, Invoice, etc. will ne done in CRM Side. But delivery will happend in SD.

      Will be back with exact process. Check the related transactionf ro Delivery in CRM. if you find any transaction you can do in CRM.

      R u working on CRM or SAP source Systems?

      Regards,

      Nagesh Ganisetti.

      Message was edited by: Nagesh Ganisetti

  • author's profile photo Former Member
    Former Member
    Posted on Oct 25, 2006 at 01:24 AM

    HI Nagesh,

    I am very glad to see you back again.Would anyone please forward me good document that explains more in detail concepts on this topic to my id akr2754@yahoo.com. I really appreciate it in advance.

    Thanks and Regards

    Kishore

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