Master data for CRM IS-Utility integration

[Former Member]

Hello All

This is regarding the Master data required for ISU/CRM.I am working on the CRM ISU integration.Can any one provide the information on Master data to be maintained in CRM for IS utilities.The master data i am aware of is connection obj,premise,business partner,contract account,contract.Also are we supposed to maintain any one time l master data settings.

Kindly provide the quick help on the same

Note: I am asking this querry from Data Migration perspective,as we need to create the Data Migration framework to begin with .

Regards

Hrishikesh

Edited by: Hrisikesh Molkar on Apr 10, 2011 6:29 AM

Note: I am asking this querry from Data Migration perspective,as we need to create the Data Migration framework to begin with .

Regards

Hrishikesh

[oliviawalsh · Accepted solution]

Hello Hrishikesh,

You can find some information to help you at the following:

http://help.sap.com/saphelp_erp60_sp/helpdata/en/38/1a6c35a018d041e10000009b38f839/frameset.htm

I hope this is helpful.

Regards

Olivia

[Former Member]

Dear Olivia,

As i understood Master Data can be created in CRM as well as ISU.What is the best practice? Where we can create the following master data compnent and at what stages during the customer interaction and which all department ae responsible for creating the master data

1. Business Partner

2. Business Agrrement

3. Contract

4. Connection Object

5. Premise

Regards,

Hrishikesh

[Former Member]

Hi Hrishikesh,

From customer interaction perspective:

1. Business Partner and Business Agreement is created by Customer Service Representative when customer approaches for new service. (sometimes, only Business Partner is created)

2. If customer agrees to buy service from utility company, then field service representative will visit the site and will install necessary technical equipments. Based on the details from service address - Connection Object, Premise, Device and Installation is created in system (if technical master data is available, then it will be re-used). So, technical master data will be created by Field Service Team.

3. Finally, move-in is created where Utility Contract is created.

Above process varies from customer requirement to requirement and it depends on department to department. The above process varies if utility company is in deregulated environment.

As far as best practice is concerned - You already have the link from Olivia. Also check out - [CRB Integration: CRM-IS|; .

From Data Migration perspective, create data in ISU and replicate them to CRM.

Regards,

Avinash

[Former Member]

HI Avinash ,

Thanx for the quick and helpful response.Have few more doubts.

As you mentioned in

Point No. 1: BP is created in CRM but as I understood ISU BP has role MKK( Contract partner) which is not there in CRM.With which role we have to create the BP in CRM? How replication from CRM to ISU will happen?

*Point No. 2 : The technical master data will be created by Field Service Team.What this field service team consists of? are they CRM users? or they are the one from ,say ,Eng or maintenance,construction department ( who carry out the processes like cabling,ducting,installing the meter and all).Are they falling under CRM or this will happen out of CRM.

Regards

Hrishikesh

Point No. 1: BP is created in CRM but as I understood ISU BP has role MKK( Contract partner) which is not there in CRM.With which role we have to create the BP in CRM? How replication from CRM to ISU will happen?

[Former Member]

Hi Hrishikesh,

As far as business partner replication from CRM to ECC is concerned, if you have required setting in place, CRM business partner will get replicated to business partner MKK role. You will get all necessary details from [Replicating SAP CRM Master Data|http://help.sap.com/saphelp_erp60/helpdata/en/45/6f55c1c4fd1956e10000000a11466f/frameset.htm].

For second point, yes they are the guys from maintenance team / engineering team who will physically install devices.

Regards,

Avinash

[Former Member]

Hi Avinash,

This is regarding the Technical Master Data creation.As mentioned by you in Point No 2 ,the TMD is created by the field service represntative ,but Where it has to be created in CRM ISU scenario.In ISU or CRM? Also where the Installation to be created in CRM or ISU?

Regards,

Hrishikesh

Edited by: Hrisikesh Molkar on Jun 6, 2011 11:02 PM

[Former Member]

Hi Hrisikesh,

It again depends on your business process. Technical master data belongs to ISU. However, you can create them from CRM (where Master Data Template will play important role) or you can also create them directly in ISU and necessary data will be replicated back to CRM. (It is applies to Installation too)

Regards,

Avinash

[Former Member]

Hello All

This is regarding the CRM/ISU scenario.While creating and saving connection object in CRM i am getting follwoing error

_Error occurred while determining attribute (CRM <-> PME)

Regards

Hrishikesh

[Former Member]

Hi Hrishikesh

How did u manage to overcome the PME Error .I am also facing the same issue when I create Technical Master Data from Web IC .

Looking forward to your response.

Thanks

Ziang

[william_eastman]

Please read the document attached to the sticky thread - there is a Replication of Technical Objects document listed. The solution is found by following the instructions there.

regards,

bill.

[Former Member]

Hello,

I was facing the same issue.I maintianed the MDT in ISU for Tech data replication and it resolved the issue

Check if this help

Regards

Hrishikesh

[Former Member]

hello Hrishikesh

i am facing the issue that you were facing before that is

Error occurred while determining attribute (CRM <-> PME)

can you kindly elaborate and tell me ? how you resolved that