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management (ELM)
created by Dhruvin Mehta on 19-Jun-2013 12:40, last modified by Dhruvin Mehta on 19-Sep-2013 11:46
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Hi All , I have been working with ELM since past few days. and I would like to share some knowledge
about ELM , Configuration for ELM , Enhancing ELM , Troubleshooting ELM and someother things or
tips as well.
ELM :
What is ELM : ELM , External List Management is used to pull data from external sources such as
your Flat files ( text , csv) and upload the same in System for Creation of Business Partnes , Activities
, Lead or Prospect and Target Groups.
So the ELM : 1st gets data from External Source, 2nd it Maps that data as per your requirment and
3rd it creates Business Partner or Business Transactions ( Activity , Lead ).
You can use this for High Volume data as well.
So before you start using ELM you need to do some configuration.
Goto SPRO->Customer Relationship Management->Marketing->External List Management.
* Define List Type :
In this activity you define types for your lists. The values that you define here will then be available
in the input help for the field Type. It consists of a technical key and a short description. In our Case
we have used standard but you can create your own List type. Just create New List type and select
while creating ELM. You can also check Rented indicator ( If the data in an address list is rented, a
category must be assigned to this list in which in Customizing the indicator is set to Rented.)
For Rented : :
Business partner master records where the indicator Rented is set, are not distributed to CRM Mobile
and not distributed to the connected OLTP Systems. Only when the indicator Rented is removed from
the business partner, can the master record distribution take place.
(In my scenario I am creating Business Partner and Activity Transaction , So i Have Selected
Addresses and Activities)
2) Now You need to MAP. For More Ease you can select a file in which your data will be there. upload
it and make sure it doesnt have
header data and only one row of data. Or else you can directly Map the data. (as i have done below)
Left Side of table ( Field mapping , contains field which will get uploaded ). Select the Value from Left
, Select the number of columns from right and Click on Map.
In below screen shot its been shown.
Note : You can also give your own Mapping Rule. For exmple Constnat which i have shown below.
Note : You can also look into default implementation class :CL_DEF_IM_CRM_MKTLIST_BADI for
refrence.
after filling all mandatory and required fields you have to press button in upper left corner "Start".
This will start ELM and dpending your process steps functions will trigger.
Below screen shot is of after completion of Process steps.
after Successfull execution of ELM you can see the list recird by clicking on button "Show List
Records".
Error Handling in ELM. When your file contains some error ( you can also write your own logic , in this
case I have).
Below is the screen shot.
As soon as the append structures are created and activated, respective fields would start appearing
as available fields for the mapping formats.
How To : Create BP with Stree2 field ( Which is not available in standard
CRMT_MKTLIST_ADR_EXT struct )
Step 1 : We added appenbd structure with 1 field ( stree2 in our case ) in
CRMT_MKTLIST_ADR_EXT.
Step 2 : This field now will be available for mapping,. Map the field with your file's field.
Step 3 : Write logic to add street2 in BP. in method
ofIF_EX_CRM_MKTLIST_BADI~CREATE_BUSINESS_PARTNERS. There are two methods
CREATE_PERSON and UPDATE_PERSON ( if you have copied standard classes method
which we described above).
(As its a badi you can write logic easily with your requirment , and even standard logic if you see is
very easy to understand).
Issues and its Resolution :
If you have created the mapping for Addresses and if you have not added
ISO code PERS_COUNTRYISO
it will throw an error. "Address incomplete; enter country". So you have add Country Code in your
mapping.
If tour taget file doesnot contain country you can add Constant in mapping rule.
Postal Code PERS_POSTL_COD1
above filed for PO code is also nessacary.
Campaing Element is also nessacary to create business transaction such as activities and leads.
I have read about doing implicit enhancement in method CHECK_RESPONSE of class
CL_CRM_MKTLIST_MR_CHECK_TOOLS and write the logic to remove corresponding error
message with message class CRM_MKTLIST_MR and message id 281.
But in my case I have created a DUMMY campaign Id and
Commented my badis code for creation of docflow (badi code) in this way you dont need to do implicit
enahancement although that is also very good approach.
Debugging
As we have implemented the badi CRM_MKTLIST_BADI. one must need to debug as sometime debugging is
the only option
but when you run ELM these process steps are triggered by workflow user so if you directly put
external breakpoint in badi it wont stop for debugging so below is the way for debugging.
1) Open FM(Se37) CRM_MKTLIST_WORKFLOW_DEBUG put external breakpoint here.
2) Go to your user parameters for which you want to enable debugging (SU3) and insert a Parameter with
IDCRM_DEBUG_CODE and value as
MKTLIST.
3) Now put external breakpoint in badi methods.
4) Run ELM. Debbuging session will open . 1st it will go on FM CRM_MKTLIST_WORKFLOW_DEBUG.
press F8 , you will be in your badi method in which you have put external Breakpoint. so it will stop there and
you can debug...
Activities
Features
Mapping
In the SAP business partner structure, you use the mapping format 0ELM_I to convert the data
transferred from SAP NetWeaver BI into SAP CRM. The mapping format ID is coded in the
Note
For more information about possible errors and troubleshooting in External List Management, see
SAP Note708557.
Prerequisites
You have maintained your settings for External List Management. For more information, see IMG
for Customer Relationship Management and choose Marketing External List Management .
Process
From this screen, you can maintain the following:
General Data
o To create a new external list, you must maintain the external list ID and data including list
origin, list type, costs, maximum number of uses or maximum usage date, allowed end-of-use
date, gross number of data records. You can choose the file name and the path and also give
the type of field separator for importing the data from a local PC file.
o In case of rented external lists, you must enter either the permitted number of uses or the
allowed end-of-use date. You cannot maintain both for a rented list.
o You can select a data file from the workstation or the application server. If the data file is from
the workstation, it is first transferred to the application server and stored as a temporary file. To
upload the file, the data file must be in the application server.
Recommendation
o
SAP recommends that for efficient performance, large data files should be selected from the
application server.
If you select a new file after executing the step Upload File, all data created by previously
executed steps is deleted and you are required to repeat all steps. You cannot change the
location of the file after executing the step Business Partner Creation, if business partners are
created.
If you choose the field separator as Other Character, you must enter a separator character. For
predefined field separator types such as Comma, you cannot enter a separator character.
o For each origin defined, you can set the Consumer indicator to determine whether general
business partners or consumers are created when you generate business partners. For more
information, see Customizing for CRM and choose Marketing External List Management
Define List Origin .
Data after mapping
You can display the temporary data after you have performed the step Map Data. You can view all
the data records that have been mapped successfully.
Note
You can only view up to 4 records due to performance reasons. By default, records 1 to 4 are
displayed. To view a different set of records, change the start position of the records.
Key figures
You can display some of the key figures for the external list using the Key Figures assignment
block.
External lists
o You can create and maintain external lists using the various options provided such as:
o Upload External List
o Map Data
o Check for Postal Correctness
o Check for Duplicates
o Maintain Business Partners
o Create Business Transactions
o Maintain Target Group
o Delete External List
Due to performance reasons, all steps are executed in the background by the workflow
processing.
o You can mark the step(s) that you want to execute and specify the error attribute and the
repeat attribute for each step.
o You can assign one of the following values to the error attribute:
o Continue & Process error free records: If errors are found while executing the steps, the
processing does not stop. The steps subsequent to this will be processed only with the
error free records.
o Stop on error: If errors are found while executing the step, the processing stops after the
step is finished. The steps subsequent to this step are not processed.
o You can specify the repeat attribute as follows:
o All data records (REPEAT_ALL): If you select this option, then all data records are
processed again with step repetition. If this is not flagged, only erroneous records are
processed again with step repetition.
Note
o
Not all steps can be repeated with All Data Records flagged. You can choose this option
only if the step has already been executed.
After you have marked the steps to be executed, enter the start data (start type, start date,
start time) and save the external list. A Workflow task is created and starts as specified in the
start data.
Note
The external list switches to the display mode if you have specified the start type as Start
Immediately.
Mapping Fields
Target fields to which the external data can be mapped. Depending on the chosen mapping format,
the target fields can be one or more of the following types: Person, organization, attribute, lead,
activity, survey.
Note
If the following criteria have been met, you can update the business partner data directly:
The columns containing numbers representing business partners in the external file are mapped to
the fields PER_NO and ORG_NO in the target structure.
The data is correct and up-to-date.
Structure
In a Business-to-Business (B2B) scenario, the data of the organization and person must be in a
single record in the file.
The table below lists details of organization-related and person-related mapping fields.
o The column BP Table contains a list of table names where mapped entries are stored during
business partner processing.
o The fields ORG_ID_NUMBER and PERS_ID_NUMBER contain additional identification
numbers of the business partner, such as the social security number or the Dun & Bradstreet
number. For more information, see Customizing for Customer Relationship Management and
choose Marketing External List Management Define List Origin .
Category
Mapping Field
Description
BP Table
BP Field
Organization
ORG_TITLE_KEY
BUT000
TITLE
ORG_NAME1
BUT000
NAME_ORG1
ORG_NAME2
BUT000
NAME_ORG2
ORG_NAME3
BUT000
NAME_ORG3
ORG_LEGALFORM
BUT000
LEGAL_ENTY
partner
ORG_FOUND_DATE
BUT000
FOUND_DAT
ORG_TELEPHONE
ADRC
TEL_NUMBER
TEL_EXTENS
partner
ORG_FAX
ADRC
FAX_NUMBER
ADRC
FAX_EXTENS
ADR12
URI_SRCH
business partner
ORG_URI
Organization
ORG_LANGUAGE
BUT000
BU_LANGU
ORG_URI_TYPE
ADR12
URI_TYPE
ORG_CITY
ADRC
CITY1
ORG_POSTL_COD1
ADRC
POST_CODE1
address
partner
ORG_POSTL_COD2
ADRC
POST_CODE2
ORG_PO_BOX
ADRC
PO_BOX
ORG_PO_BOX_CIT
ADRC
PO_BOX_ LOC
ORG_STREET
ADRC
STREET
ORG_HOUSE_NO
ADRC
HOUSE_NUM1
ADRC
COUNTRY
partner
ORG_COUNTRYISO
ORG_REGION
ADRC
REGION
ORG_ID_NUMBER
BUT0ID
IDNUMBER
ORG_NATION
NATION
PERS_TITLE_KEY
BUT000
TITLE
PERS_FIRSTNAME
BUT000
NAME_FIRST
PERS_LASTNAME
BUT000
NAME_LAST
PERS_INITIAL
BUT000
INITIALS
PERS_TITLE_ACA1
BUT000
TITLE_ACA1
partner (organization)
PERS_BIRTHDATE
BUT000
BIRTHDT
PERS_SEX
BUT000
XSEXM, XSEXF,
XSEXU
BUT000
MARST
PERS_TELEPHON
BUT051 (B2B)
TEL_ NUMBER
ADRC (B2C)
PERS_TEL_EXT
BUT051 (B2B)
business partner
ADRC (B2C)
PERS_FAX
BUT051 (B2B)
ADRC (B2C)
FAX_NUMBER
PERS_FAX_EXT
BUT051 (B2B)
ADRC (B2C)
FAX_EXTENS
PERS_E_MAIL
BUT051 (B2B)
SMTP_ADDRESS
partner
ADR6 (B2C)
SMTP_ADDR
ADR13
PAGER_NMBR
BUT000
BU_LANGU
BUT000
LANGU_CORR
PERS_CITY
ADRC
CITY1
ADRC
POST_CODE1
ADRC
POST_CODE2
PERS_PAGER
TEL_ EXTENS
Person address
partner
PERS_PO_BOX
ADRC
PO_BOX
PERS_PO_BOX_CIT
ADRC
PO_BOX_LOC
PERS_STREET
ADRC
STREET
PERS_HOUSE_NO
ADRC
HOUSE_NUM1
ADRC
COUNTRY
PERS_REGION
ADRC
REGION
BUT0ID (B2C)
IDNUMBER
PERS_ID_NUMBER
PERS_NATION
Description of
function
NATION
BUT051
FNCTN
CP_FUNCTIONKEY
BUT051
PAFKT
Function key
The table below lists details of activity-related mapping fields. The column Activity Table contains
a list of table names where mapped entries are stored during business transaction creation.
Category
Mapping Field
Description
Activity Table
Field
Activity
TEMPLATE_ID
ID of activity template
CRMD_ORDERADM_H
OBJECT_ID
PROCESS_TYPE
CRMD_ORDERADM_H
PROCESS_TYPE
DESCRIPTION
Transaction description
CRMD_ORDERADM_H
DESCRIPTION
ACTUAL_DATE_FROM
SCAPPT
DATE_FROM
ACTUAL_TIME_FROM
SCAPPT
TIME_FROM
ACTUAL_DATE_TO
Actual date to
SCAPPT
DATE_FROM
ACTUAL_TIME_TO
Actual time to
SCAPPT
TIME_FROM
USER_STATUS
Object status
CRM_JEST
STAT
PRIORITY
CRMD_ACTIVITY_H
PRIORITY
CATEGORY
CRMD_ACTIVITY_H
CATEGORY
The table below lists details of lead-related mapping fields. The column Lead Table contains a list
of table names where mapped entries are stored during business transaction creation.
Description
Lead Table
Field
Lead
TEMPLATE_ID
ID of lead template
CRMD_ORDERADM_H
OBJECT_ID
PROCESS_TYPE
CRMD_ORDERADM_H
PROCESS_TYPE
DESCRIPTION
Transaction description
CRMD_ORDERADM_H
DESCRIPTION
START_DATE
SCAPPT
DATE_FROM
EXP_END_DATE
SCAPPT
DATE_FROM
USER_STATUS
Object status
CRM_JEST
STAT
LEAD_PRIORITY
Opportunity/lead priority
CRMD_LEAD_H
IMPORTANCE
LEAD_GROUP
Lead group
CRMD_LEAD_H
LEAD_TYPE
MANUAL_QUAL_LEV
CRMD_LEAD_H
QUAL_LEVEL_MAN
ORIGIN
Origin of opportunity/lead
CRMD_LEAD_H
SOURCE
The table below lists details of response-related mapping fields. The column Table contains a list
of table names where mapped entries are checked against the tables under Table and the fields
under Field during data mapping.
Description
Table
Field
Response PERS_RESP_CODE
CRMD_IM_ML_ITEM
PRC
Coupon code
CRMD_MKTPL_COUP OFRCODE
CGPL_TASK
EXTERNAL_ID
ORG_NUMBER
BUT000
PARTNER
PER_NUMBER
BUT000
PARTNER
More Information
For more information about enhancing structures with appended fields, see Structure
Enhancement Using Appended Fields.
For more information about how to create an implementation of the Business Add-In for the
appended fields, see User Implementation of BAdI for Appended Fields.
For an example on how to append fields to structures and how to create an implementation of the
Business Add-In, see Example: Enhancements for Industry Sector and Industry System.
For more information about External List Management, see External List Management in CRM.
Mapping Rules
You can define a mapping rule for every mapped field.
Features
You can define the following mapping rules for the fields:
Values
You use this rule to assign values to the mapped fields. Select the mapped field and assign the
possible values. You can enter these values from the tables, predefined values from a domain, or
the search help attached to the data elements.
Example
The target field ORG_TITLE_KEY in the mapping tool refers to the field Title in the table BP:
General data I (BUT000). The mapping tool displays the entries maintained in the Customizing
table Forms of Address (Key) (Business Address Services) (TSAD3) for the field
ORG_TITLE_KEY.
In Customizing, if the title key is maintained as 0001, which refers to Mr., and the external list
contains the value Mister, which must be mapped to the field Title in the business partner, then
you can maintain this in the Assign Values table after choosing 0001 from the possible values.
You can assign multiple values to a field in the possible values option.
The target field PERS_SEX in the mapping tool can be assigned to one of the following fields in
the tableBP: General data I (BUT000): XSEXM (Male), XSEXF (Female), or XSEXU (Unknown)
On selection and mapping of the field PERS_SEX, blank, 1, or 2 referring to Unknown, Female,
and Male are displayed. These values are from the domain BU_SEXID.
Constant
You can use this rule to assign constant values to mapping fields that require all the business
partners to be created with a constant value irrespective of their corresponding entries in the
external list.
Example
All business partners that were created using an external list are potentially from the same
country, for example, Germany. In this case, the field PERS_COUNTRYISO is mapped and the
constant value DE is
Techskills
April 4, 2008
Create mapping
General Data Area: You need to fill out the ID and the description. In the Category I
selected address. You can select other options if you have more data about the BP.
Select a file with one record Make sure that you dont have any header information.
Once you selected the file you need to mention the Delimiter of the file. Click on the
refresh the data will show in the field mapping. You need to go thru and figur out if you
want to create a person as a BP or a Organization as a BP. You can use the drop down in
the targeted field filter and select the type of data that you want to load. once you
selected the data type the target field will appear in the right hand side.
Now select the value on the left and the filed that you want to populate on the BP right
and click on theMAPthat is available on the left hand top corner of Available Target Fields
table. Not the Fields are Mapped.
Mapping Rules for each fields: There are some standard validation. There are all DATA
validation. If you need a specific validation on a particular field then you need to select
the filed and click on add mapping rule. You have three rules that you can add to a filed.
1. Values (look up values like check table) 2. Constant (all the Fields will have the same
value even the input has different value, this will override any values) 3. Code (you can
write a abap code to manipulate the data how ever you want).
ID and origin and Type are the three main thing we need to consider. If you use type as
rented then you need to give the number of times that you can use the data or the date
that you can use the date.
You need the select the Mapping format that you created. Once that is created you need
to select the data file that you want to import and the delimiter of the data file.
Once you selected the data you have to go thru the process steps.
1.Read file( this will read the data from the file and store the data in the CRM system)
2. Map data. This will start mapping the data from the file using the map that you
created in the the system to the BP information.
3. Check postal Correctness. (you can check the address using the third party to make
sure that you have the right information about the customer).
4. Check for Duplicates. You need to have your TREX turned on and this is config where
you have to tell if you need the Duplicate check on the data The fields are name and
address of the data.
5. Maintain Business Partner. This will Create or Maintain the BP information.
6. Create Business Transactions This will create leads or activities when creating or
uploading the BP information.
7. Maintain target group.
There is a rented flag in the BP. The system will automatically delete the BP with the No
of uses or with the date that is provided for the BP. If the BP is not our customer by that
time then the data will be deleted.
You need to mention in the External list when to run the list. Immediately or on certain
time(run thru work flow).
Once the data is loaded you can go and see if there is any error on the data you can fix
the error to reprocess the external list. The successfully completed process are not
repeated.
Target group and Profile set: You can create new or use the existing target group and
attach to the customer. You can create/use the existing profile set and later tie this to
the Marketing Campaign so that we can use this customer to show products in the
product proposal and in the Top-N-List using the Attributes that we have in the BP.