Master Data Base Customization

CR1001 Base Customizing Master Data V1.
India SAP CoE, Slide 1
Base Customizing Master Data

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What is CRM:
Company wide business strategy designed to reduce costs and increase profitability by increasing customer loyalty. CRM brings together information from all data sources within the organization. Develop stronger relationship with customer. Customer relationships are the heart of the business success.
Key Benefits of CRM

Shared or Distributed Data
Cost Reduction
Better Customer Service
Increased Customer Satisfaction
Functionality of CRM
Marketing Sales Service
Analytics

Business Partner Organization Management Partner Processing Product Master

Business Partner Organization management
Partner Processing
Product Master
Business Partner
Business Partners are at the center of business transactions, and thus the center of business interest. All relevant information on a Business Partner must therefore be available quickly in consolidated form. This means that a central view of a business partner over all areas is imperative. A business partner exists only once, regardless of the business transaction in which they participate. For example, if a company is both a customer and a vendor, it is still one and the same business partner. However, a business partner can come into contact with a company in several situations. Depending on the specific business processes in which a business partner participates, the information required on the business partner may vary considerably. A business partner is in contact with other business partners. These relationships can be very different in nature (for example, a marriage, contact person, company relationships).
Business Partner
Initial load from legacy system Internet Self-Registration People-Centric CRM BP Master Data in SAP CRM
External List Management (Marketing) Download from SAP R/3 SAP BW (Leads)
CRM Field Applications

CRM Interaction Center
BP Maintenance in CRM Enterprise
Examples of Business Partners

Patient Loan recipient Tenant Customer Debtor
Employee
Creditor BP Master Data in SAP CRM Vendor
Organizational Unit

Partner Processing
Product Master
Organizational Management
The Organizational Model in CRM allows for maintaining the company structure for different scenarios (Sales, Service, and Business-toBusiness Procurement). You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units. The following application areas in CRM use organizational management: Business transaction - Automatic determination of responsible organizational units based on data in the transaction document (sales area from R/3) Partner processing - Partner determination (Partner function, Employee responsible) Payment card processing - Automatic determination of the organizational unit responsible for clearing
Advantages of Org Model

Flexible: The organizational units are not already specified Time dependent: This enables you to plan organizational changes in the future Adaptable and extendable One structure for Sale,Service & Marketing Organizational units can take the role of a business partner

Partner Processing
Product Master
Partner Processing
Which partners Which external Partners are involved? Business Transaction must be involved in a business transaction? Are individual partners found automatically?
Which internal partners, for Eg, Responsible Employee, are involved?
Where does the system look for partners?

Partner Processing
Product Master
PRODUCT MASTER
Products are goods which are the object of a company's business activities. Products can be tangible, such as a PC, or intangible, such as services like PC maintenance. The product master provides you with all information on the products that your company purchases and sells. Product information is used in marketing, sales, and service processes.

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Partner Processing
Product Master
Business Partner Category

Person Group
Organization
Business Partner Grouping

Business Partner Category Grouping Business Partner Grouping Number ranges Freely definable criteria Standard grouping
A business partner must be assigned to a group The grouping controls the number range Internal and external number assignment is possible The grouping is defined in Customizing You can make settings for standard groupings
Business Partner Roles
A Role Offers a particular view of the BP Master

Data Sets
Each Role Offers a different view of the BP Master
Business Partner Classification

mySAP CRM BP Role SP SH BP PY Customer 0001 BP PY Classification SAP R/3 Partner Role Account Group SP SH
Relationships
Used for describing relationships between business partners Attributes describe relationships Some relationships are time-dependent MTR Inc. MacDonald Inc Business Partner No. 420
Business Partner No. 0007
1 May 2007 31 March 2009 Is shareholder of 80%

Number Range Distribution Between CRM and R/3

mySAP CRM SAP R/3
External number range

Internal number range
The Difference SAP R/3 & CRM

SAP R/3 The account group of the customer master defines the following: The number range Processes a customer can be used for (partner functions) Field attributes mySAP CRM Grouping Determines the number range Roles Provides different views of BP data, dependent on different Processes Field Grouping determines the field attributes Classification is mapped to SAP R/3 account group

Partner Processing
Product Master
Organizational Objects
Organizational objects are used for the design of organizational management when creating an organizational model Sales organization
Organizational unit: Functional unit of a company
Sales office
Position Position
Position: Functional task distribution of individual items and their report structure in the Organizational plan
Functions
Functions are possible applications in which the organizational unit is valid
With the function you can control which attributes are available and which properties the attributes have. You can use one organizational structure for different applications.
Sales
Service
Marketing
Attributes
Organizational Attributes
They are used to define the type of an organizational unit
One or more organizational attributes can be assigned to an organizational unit For example: Sales Organization Sales Office Sales Group Service Organization
General Attributes
They are used to define the responsibilities of an organizational unit Several general attributes can be assigned to an organizational unit For example: Country Division Distribution Channel Postal Code
You always maintain these attributes specifically for a function.

Determining the responsible organizational unit

Manually
Automatically via Responsibility
Automatically via Org Model
Organizational Data Determination

Transaction Type Organizational Data Profile Determination Rules Rule type :Responsibilities
Responsibilities can be assigned directly Only organizational units are necessary; no attributes, no organizational plan necessary
Rule type :Org attributes

Determination according to the attributes of the organizational units Organizational plan must be defined; attributes must be maintained
Organizational Data Profile

Copy it or create a new profile using New entries. Enter a new description for the profile Choose Detail Enter a key for the profile and select a scenario Assign Determination rules to the organizational data profile

Partner Processing
Product Master
Automatic Partner Determination

1.Create transaction (for example, order)
2.Enter Sold to Party 3.The partners involved are determined by the system. For example, ship-to party, payer 4.Partner determination time is dependent on customizing settings
Customizing: Partner Processing

Transactions Business Partner
Partner Processing
Partner Function Category

Partner Function
Partner Determination Procedure
Access Sequence

Partner Determination
Procedure Telesales
Partner Functions
Sold-to party Ship-to party Bill-to party Payer
Mandatory partner? Determine automatically or enter manually possibly several times? Which search strategy should be used? Can the address be changed? Determination time
Access Sequences
Procedure Telesales
Partner Functions
Sold-to party using access sequence 0001 Ship-to party using access sequence 0002 Contact person using access sequence 0003 Employee responsible using access sequence 0004
Access 10: preceding document Access 20: business partner Access 30: current partner Access 40: ...
Partner Processing
Transaction Type
Partner Functions
Access Sequence
Preceding Document
Organizational Data
Business Partner Relationship
Current Partner
Mapping CRM Partner functions to R/3 Partner Roles

mySAP CRM SAP R/3
Partner Functions
Partner Roles

Partner Processing
Product Master
PRODUCT TYPES
1. Material 4.Services
2.Warranty
CRM Product Master
5.Financing
3.Intellectual Property
MAINTAING PRODUCTS
Relationships
?
Attributes & Set Types

Highest Level Category In hierarchy
Lower Level Category
Set Types
Attributes
Hierarchies and Categories

R3PRODSTY Hierarchy (Customer)
High Tech Standard PC

Computers Standard PC Ink Jet
Printers Standard PC Laser Jet

Laser IT
Monitors LG Monitor
Upload & Download of CRM Product Data

Target
Source
SAP R/3 System
mySAP CRM
Direct upload from product maintenance (manual) Subsequent changes in mySAP CRM are updated
Download of CRM Product Data from SAP R/3 System

Source
Target
SAP R/3 System
1. Initial download (one time) 2. Delta download (permanent)

mySAP CRM

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Partner Processing
Product Master
Business Partner
As depicted in the figure, Basic Setting for Basic Settings such as BP Roles, Number ranges etc can be carried out through Cross Application Components in IMG
Business Partner
Customizing for Business partner can also be carried out by IMG CRM Master Data Business Partner

Partner Processing
Product Master
Organization Model
In CRM 5.0 you can define additional function of Marketing along with Sales and Service.
Organization Model
Customizing settings for Org model such as Creating & Changing Org Model, Org Model Determination etc

Partner Processing
Product Master
Partner Processing
1.
1.Which partners must be involved in the transaction?
2.
2.Are the partners determined automatically or completed manually?
3.When are the partners determined?
3.Create,Change,Save
Customizing: Partner Processing

1. Define partner functions 2. Define access sequences 3. Define partner determination procedures in which you specify an access sequence 4. Assign the partner determination procedures to the required business transaction types and item categories.

Partner Processing
Product Master
Structure of CRM Product Master
Customizing in Product Master

As depicted in the figure, Basic Setting, Templates etc can be carried out through Cross Application Components in IMG
Customizing in Product Master

Customizing for Business partner can also be carried out by IMG CRM Master Data Product master
Enhancing the Product Master: Attributes
Enhancing the Product Master: Set Types
Enhancing the Product Master: Hierarchy

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Business Partner
Create a Business Partner with Role Sold to Party. Create a Business Partner with different Address Usages. Create a Business Partner for Different Sales Area. Make feel mandatory in a BP role. Create a new number range and assign it to a BP role.
Organization Model
Outline an organizational structure using the organizational unit and position objects Assign scenarios and attributes to an organizational unit Create a determination rule and an organizational data profile, which are used for automatic organizational data determination. Assign the new profile to a Business Transaction
Define partner functions Define access sequences Define partner determination procedures in which you specify an access sequence Assign the partner determination procedures to the required business transaction types and item categories.
Product Master
Display the material master in both CRM and SAP R/3 and familiarize yourself with product maintenance. Enhance your product master in CRM by adding new categories, set types and attributes. Include the product in your work list. Display the relationships for your product.

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Business Partner
SAP menu Master Data Business Partners Maintain Business Partner SAP Menu Master Data Business Partners Administration Monitoring BP Data Exchange SAP Implementation Guide Cross Application Components SAP Business Partner Business Partner Basic Settings Business Partner Roles Define BP Roles
Organization Model
1. 2. 3. Transaction Code for Org model Maintain ( Easy Access) PPOMA_CRM Display ( Easy Access) PPOSA_CRM Maintain (SPRO) PPOCA_CRM SAP Menu Master Data Organizational Model Maintain Org Model
Partner Processing
Menu Path :IMG Customer Relationship Management Basic Functions Partner Processing Define Partner Determination Procedure IMG Customer Relationship Management Basic Functions Partner Processing Define Access Sequences
Product Master
Transaction for Creating Product master COMMPR01 Menu Path SAP Easy Access Master Data Products Maintain Products Menu Path SAP Easy Access Master Data ProductsMaintain Set Types and Attributes [COMM_ATTRSET] Menu Path SAP Easy Access Master Data ProductsMaintain Categories and Hierarchies [COMM_HIERARCHY]

Master Data Base Customization

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CR1001 Base Customizing Master Data V1.

India SAP CoE, Slide 1

Base Customizing Master Data

Base Customizing Master Data

India SAP CoE, Slide 4

Key Benefits of CRM

Better Customer Service

Increased Customer Satisfaction

India SAP CoE, Slide 5

India SAP CoE, Slide 6

Base Customizing Master Data

India SAP CoE, Slide 7

Base Customizing Master Data

India SAP CoE, Slide 8

India SAP CoE, Slide 9

CRM Field Applications

BP Maintenance in CRM Enterprise

Examples of Business Partners

Creditor BP Master Data in SAP CRM Vendor

Base Customizing Master Data

India SAP CoE, Slide 12

India SAP CoE, Slide 13

Advantages of Org Model

India SAP CoE, Slide 14

Base Customizing Master Data

India SAP CoE, Slide 15

Which internal partners, for Eg, Responsible Employee, are involved?

Where does the system look for partners?

India SAP CoE, Slide 16

Base Customizing Master Data

India SAP CoE, Slide 17

Base Customizing Master Data

Base Customizing Master Data

India SAP CoE, Slide 20

Business Partner Category

India SAP CoE, Slide 21

Business Partner Grouping

Business Partner Roles

A Role Offers a particular view of the BP Master

Each Role Offers a different view of the BP Master

India SAP CoE, Slide 24

Business Partner Classification

India SAP CoE, Slide 25

Business Partner No. 0007

1 May 2007 31 March 2009 Is shareholder of 80%

Number Range Distribution Between CRM and R/3

External number range

Internal number range

The Difference SAP R/3 & CRM

India SAP CoE, Slide 28

Base Customizing Master Data

India SAP CoE, Slide 29

Organizational unit: Functional unit of a company

India SAP CoE, Slide 30

India SAP CoE, Slide 31

You always maintain these attributes specifically for a function.

Determining the responsible organizational unit

Automatically via Responsibility

Automatically via Org Model

India SAP CoE, Slide 33

Organizational Data Determination

Rule type :Org attributes

Organizational Data Profile