CRM Middleware- Customer Master Download

[Former Member]

Hi Experts,

Is there any sequence to be followed when we are trying to replicate the customer master from R/3 to CRM ?

Like first RFC settings,Org Model, Tax objects and then Customising objects, like this Can somebody let me know the standard process to be followed.

Thanks&Regards,

kalyan

[Former Member · Accepted solution]

Hi Kalyan,

Have you maintained those details in Transaction PPOMA_CRM? This Tcode is used for maintaining Sales Area Data.

Goto PPOMA_CRM TCODE u2013 SELECT THE SALES ORG u2013 GOTO ATTRIBUTES Tab - Assign the Distribution Channels and Divisions Manually.

1. run the tcode CRMD_DOWNLOAD_SB, Go to table SMOTVKOV and check if the entries match after running the above Tcode.

2. run the report CRM_MKTBP_ZCACL_UPDATE_30

3. run the report CRM_ORG_INDEX_CREATE for values 'O' & 'S'. (Organization and Position)

Actually these points are applicable for Sales Area problem only

Please let me know if your problem has been solved.

Thanks,

Best Regards,

Arun Sankar.

[Former Member · Accepted solution]

Hi Arun,

I did the same as you mentioned,

but after run the tcode CRMD_DOWNLOAD_SB, in the table SMOTVKOV, I dont find any entries.

About PPOMA_CRM, I have generated the Org Model from CRMC_R3_ORG_GENERATE.

It was successfully generated.I made the necessary changes also for Object permitted in determnation after I have checked the divisions, dist channels & tupels and consistency check.

Object DNL_CUST_S_AREA was successfully downloaded.

But still, somewhere the link was missing, I am not getting the sales area data.

In R/3 system, they maintained the org model upto sales area only ( sales org, dist channel & div ), but not any sales office or any sales group. Should I execute "Convert Org. Model to Represent Multiple Assignments in SAP ECC" to update the org model for Enhanced Version?

Thanks once again.

kalyan

[Former Member]

Hi Kalyan,

The Object Permitted in Determination check should NOT be checked for every levels.

For example, if you have 3 levels like

-Sales Organization

- - Branch Office

- - - Region

Then the object permitted in determination should be CHECKED only for Region and not for Sales Orgn and Branch Office.

Then check the following process -

1. Select SALES ORGANIZATION - Goto Function Tab - check Sales - In SALES Organization Tab - Check the Sales Org applicable and enter all the Distribution Channels n Divisions.

No entries should be available in Sales Office.

2. Select BRANCH OFFICE - Goto Function Tab - check Sales - In SALES Office Tab - Check Sales Office and enter the corresponding values.

No entries should be available in Sales group.

3. Select REGION - Goto Function Tab - check Sales - In SALES Group Tab - Check Sales Group and enter the corresponding values.

All changes you did in Sales Organization and Sales Office should be available in Region - Sales Organization, Sales Office and Sales Group.

Then follow the steps as per the previous reply. Hope it shud work.

And regarding your doubt on "Convert Org. Model to Represent Multiple Assignments in SAP ECC" - I have not used that option yet, so I have no idea about it.

Thanks.

Best Regards,

Arun Sankar.

[Former Member]

Hi Kalyan,

Thanks a lot for your points.

But more than that, please let me know what has solved your problem.

Thanks.

Best Regards,

Arun Sankar. S

[Former Member]

Hi Arun,

To get the sales area data in the downloaded customers, first we need to create some buffer space with Tcode- OOATTRCUST & run a report in SA38, HRBCI_ATTRIBUTES_BUFFER_UPDATE. This is necessary to get the sales areas, as this whole process will consume a lot of memory space.

Then generate the org model from R/3 using CRMC_R3_ORG_GENERATE.

Go to PPOMA_CRM, check the Object permitted in determnation boxes and go for consistency check for each and every object.

Download the object DNL_CUST_S_AREA and then go for the CUSTOMER_MAIN for customer master download.

The same thing i have tried first on SAP training system, my friend's sandbox at his office and then tried on my landscape.So I think this should work for everyone.

thanks&regards,

kalyan

[kumar_p25]

Hello Arun & Kalyan

I Hope you could help me out

I have a very strange problem here.We are trying to download the customer relationships from the ECC to CRM and for some strange reason the new customers who are getting created in ECC Dev are getting replicated to CRM Dev ( Delta) with relationships without any problem.

However the problem is when we are trying to get the same relationships for the old customers by the manual request then it is not working with the same config & settings. I could able to get only 2 old customers with the relatinships into CRM.

Please suggest me the things to check for this to work for the old customers.

regards Kumar

[Former Member]

Hi Kalyan,

Please follow the document CRM Master and Transaction Data Replication (C03), so that everything goes perfect which will be available in the building blocks Library.

I hope you should have already completed the Generation (B01), Connectivity (C71) and Customizing Replication (B09)Documents.

In addition, the pre-requisities for running the Initial Download for CUSTOMER_MAIN are

1. The Initial Load for DNL_CUST_S_AREA, DNL_CUST_SALES should be in DONE status in R3AM1.

2. Run the report HRBCI_ATTRIBUTES_BUFFER_UPDATE in SE38.

Apart from the above, there a set of configurations which might be required depending upon the system as well as the Organizational Data Settings.

This has to be done ONLY IF ITS APPLICABLE for your system.

1. run the tcode CRMD_DOWNLOAD_SB,

2. run the report CRM_MKTBP_ZCACL_UPDATE_30

3. run the report CRM_ORG_INDEX_CREATE for values 'O' & 'S'. (Organization and Position)

4. Applying Notes 1067977.

Hope your doubt has been clarified.

Thanks.

Best Regards,

Arun Sankar.

[Former Member]

Thank you verymuch Arun,

My project is an extension to the existing project, and it was golive 6 months ago.

So at that time, one of my colleague did some material master download in the DEV system, but later they withdrawn as they dont require the same in QA & PROD. Now I have done the BP master download on the same DEV system. After initial download, I have generated Org Model and as I got some taxation errors I have cleared and refreshed the Bdocs stucked in the queues. Now I got all the BPs in the CRM system, but without sales area data.

I have maintained the divisions, dist channels,payment terms & customer groups and other things in CRM same as R/3 system.But still I am not gettings all the fields of sales area data.I am getting all the general data feilds.

So what should I do now to get all the fields?

regards,

kalyan