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Table of Contents
1.0 Executive Summary .............................................................................. 3
1.1 Document Purpose........................................................................................... 3 1.2 Document scope............................................................................................... 3
3.0 Table Links for Data Retrieval ............................................................... 7 4.0 Data Retrieval....................................................................................... 8 5.0 Function Modules.................................................................................. 9
5.1 5.2 5.3 5.4 5.5 Data Creation ................................................................................................... 9 Data Retrieval ................................................................................................ 10 Data Maintenance .......................................................................................... 11 Generic .......................................................................................................... 12 Other ............................................................................................................. 12
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2.0 Tables
2.1 Master Data Tables
Table Name Business Partner
BUT000
Description
BP: General data Contains Business Partner Number, Partner Category, Partner Type, First Name, Last Name etc. BUT020 BP: Addresses BUT050 BP relationships/role definitions: General data Contains Relationship, Partner Number (PARTNER1), Relationship Category BUT051 BP Relationship: Contact Person Relationship Similar to BUT050 , additionally contains Contact Persons Address data BUT0BK Business Partner: Bank Data & Details BP Number, Bank Key, Bank Country Key, Bank Account Number BNKA Bank Master Data BUT100 BP: Roles ADR2 Telephone Numbers (Business Address Services) ADR6 SMTP Numbers (Business Address Services) Contains Email Id of the BP. ADRC Addresses (Business Address Services) BPs Complete Address Details- City, Country, Post Code, District, Street, Title No Etc TSAD3T Table containing the Title text against a Title No. Note: Pass the langu key with the language in which you want the text. COMM_PRODUCT Master Table for Product CRMM_BUAG Master table for Business Agreement CRMM_BUAG_H Header Data for Business Agreement such as Tax Category, Tax Characteristic, Form key, Business Agreement Class. Data in this table correspond to ISU Contract account table FKKVKP. CRMM_BABR_H Rule data for business agreements data in this table correspond to ISU Contract account table FKKVK Business Transaction(Service Contracts in Particular) CNCCRMPRCUSZZBUR Condition Records for Service Contracts. We get Basic Unit Rate, Standing Charge Rate etc. (This is a Z table used in a leading ISU SAP-CRM implementation. You can give the table SAP0090 this is a standard table. in general all condition tables have the naming convention CNCC*) CRMD_ORDERADM_H Contains the Header Information for a Business Transaction. Note: 1. It doesnt store the Business Partner responsible for the transaction. To get the Partner No, link it with CRM_ORDER_INDEX. 2. This table can be used for search based on the Object Id(Business Transaction No). CRMD_CUSTOMER_H Additional Site Details at the Header Level of a Business Transaction
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Master table Business Transaction Type Definition of Partner Functions Priorities for Activities with priority text. Note: Pass the langu key with the language in which you want the text. Text for a transaction type Objective Number and Text for Activities All the status code and text Transaction Type and its Transaction Type Object. Installed Base/Ibase Installed Base Components
Description
Transaction GUID set for all the Business Transactions Contains Header as well as Item details for a Business Transaction. Note: 1.It doesnt store the Business Transaction No (Object ID). To get the Business Transaction No link the table with CRMD_ORDERADM_H 2. This table can be used for search based on the Partner No Stores the Item information for a Business Transaction. The scenarios where we have a Contract Header and within contract we have Line Items for the contract, this table can be useful. E.g. Service Contracts Additional Site Details at the Item Level of a Service Contract Table for individual Appointment Types for a transaction. Individual Object Status for any business transaction. Current Status for a business transaction along with set date, set time and status code.
CRMD_ORDERADM_I
Description
Fields such as Registration No, SIC Code, Cost to Serve etc. that appear in the additional details tab in BP transaction Fields such as Acc in Legacy, Invoice Output, Clearing Category, Bill Form, Lock Process Type etc. that appear in the Business Agreement tab in BP transaction This table is used as an extension of the service
CRMM_BUAG_H
CRMD_CUSTOMER_H
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CRMD_CUSTOMER_I
contract header i.e. if there is a requirement to add new fields to CRMD_ORDERADM_H then; this table has to be used to add the fields. This table is used as an extension of the service contract header i.e. if there is a requirement to add new fields to CRMD_ORDERADM_I then; this table has to be used to add the fields. For e.g. fields required for additional site details tab at item level of Service Contract are added to this table.
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Business Partner
BUT0B K
BUT050
BUT051
BUT100
BUT000
BUT020
BNKA
TSAD3T
Contract
CRMD_ORDER_INDEX
CRMD_LINK
CRMD_ORDERADM_H
CRMD_CUSTOMER_H
CRMC_PROC_TYPE
CRMD_ORDERADM_I
CRMC_PROC_ASSIGN
CRMD_CUSTOMER_I
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Linking Service Contract Tables Logically CRMD_ORDER_INDEX: Contains GUIDs of all the transactions in CRM. Also provides a link to connect Business Partner with the CRM Transaction. CRMD_CUSTOMER_H: Contains Additional Contract Details (enhanced fields), linked to Header GUID. CRMD_CUSTOMER_I: Contains Additional Site Details (enhanced fields), links Header and Item GUIDs for all the transactions. CRMD_ORDERADM_H: Contains Header Details. GUID field can be used to link with CRMD_ORDER_INDEX. CRMD_ORDERADM_I: Contains Item Details. HEADER field can be used to link with CRMD_ORDERADM_H (header guid).
Categorization of CRM Business Transaction based on Subobject Category We have used Subobjects to categorize the Business Transactions in CRM for a leading ISU-SAP CRM implementation. Business Transaction Name Activity Service Contract Lead Opportunity Task Utility contract item Note: 1. For Example if you want to retrieve all the activities in CRM, pass the OBJECT_TYPE as BUS2000126 in CRMD_ORDER_INDEX table. 2. The Subobject Category can be customized for a business transaction from the transaction SPRO. SUBOBJECT CATEGORY BUS2000126 BUS2000112 BUS2000108 BUS2000111 BUS2000125 BUS2000147
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Description
Create GUID for a Business Transaction Bapi to create Service Contracts programmatically. Pass the inputfields to be created in the contract. Note: BAPI_BUSPROCESSND_SAVE must be called after this function call to save the Service Contract. Bapi to save the Service Contracts. Initialize the creation of Ibase in CRM Create the Installed Base and its components. Note: Always call the function module BAPI_TRANSACTION_COMMIT after call to any Bapi Initialize the changes to be done in Ibase in CRM Call this FM to save the changes in the Ibase Bapi to create Business Agreement for a customer Add invoice address for business partner. Pass the address type as 'rechnung' to add invoice address Add bank details for the business partner BAPI for business partner creation as Organization, Person or Group in general role. Same BAPI can be used to create Contact Person for the Business Partner Function module to establish the Business Partner and Contact Person Relationship. Pass the Relationship Category as BUR001 Add Role to Business Partner for e.g. Sold to Party CRM001, Contact Person BUP001 BAPI Add Tax Number for the existing Business Partner Create Classification Data for a Business Partner Create Business Agreement BAPI to create Contract. Populate the Header and Line Item Details before calling the BAPI
BAPI_BUPR_RELATIONSHIP_CREATE
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Description
Determine All Addresses Read Address Read Address Numbers Determine All Bank Details Read Bank Details Read Bank Details Numbers Read Central Data Check Existence of Business Partner Read Business Partner Numbers Determine All BP Relationships Determine All Roles Check Existence of Role Search Business Partner for Telephone, E-Mail, Address Business Partner: Read Status Check Existence of Contact Partner Relationship Read Contact Person Relationship Addresses Read Contact Person Relationship Addresses Read Contact Person Relationship Read Contact Person Relationship Addresses Read Employee Relationship Address Read Employee Relationship Read General Relationship Check Existence of General Relationship Read General Relationship Read Relationship of Employee Responsible Searches business partners for telephone, E-Mail, address Check for Existence of Ibase Get Header GUID for Item GUID pass ref_kind as b Read the Header Details for a Business Transaction. Pass the Header guid. Read the Line Item Details for a line item. Pass the line item guid. Get all the Service Contract details. Note: Pass the requested objects to fetch only the required details. This can also be used to get the details of activities/leads/opportunities etc. Get status of the Service Contract
CRM_ORDER_GETSTATUS
Note: CRM_ORDER_READ Function Module 1. CRM_ORDER_READ is a function module which can be used to get the details of any business
transaction based on the Header GUID, Item GUID or both.
2. Always pass the IT_REQUESTED_OBJECTS structure to this function module to fetch the
required details only.
3. This function module can not be executed directly instead SAP has provided a report
CRM_ORDER_READ for the same for testing purpose. We can pass Business Transaction Number (Object ID), Header GUID or Item GUID to this report to get the required details.
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Details Fetched
Header Details of a Business Transaction such as OBJECT_ID, PROCESS_TYPE etc. Item Details of a Business Transaction such as PRODUCT, PRODUCT_KIND, HEADER etc. Header Details of an activity such as PRIORITY, OBJECTIVE, Address Details etc. Item Details of an activity. Additional details at Header level Additional details at Item level All the dates at Header and Item level Partner Details at Header and Item level Status of Business Transaction at Header and Item level Billing related details for a Business Transaction both at Header and Item (This structure was enhanced in a leading ISU SAP-CRM implementation to include BUAG_ID(Business Agreement) field in a Service Contract Object List details such as PRODUCT Ref. Details of the previous Business Transaction
ET_ORDPRP_OBJL_I_D ET_DOC_FLOW
Description
Bapi to change Service Contracts programmatically. Pass the inputfields to be modified. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module. Save the changes made to the Service Contract. Just pass the Header_GUID of the service contract. Maintain the Dates for a Service Contract (Start Date, End date, Date of Sale, Planned Contract Start Date etc). Dont forget to pass the input_fields to be maintained. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module. Maintain the user status of Service Contracts. Dont forget to pass the input_fields to be maintained. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module. Change the Installed Base components Note: Always call the FM CRM_IBASE_SAVE to save the changes done to Ibase Change Bank Details Delete Bank Details Change Central Data Change Address Delete Address Change Bank Details Delete Bank Details
CRM_ORDER_SAVE CRM_APPT_MAINTAIN_SINGLE_OW
CRM_STATUS_MAINTAIN_OW
CRM_IBASE_COMP_CHANGE
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BAPI_BUPA_CENTRAL_CHANGE BAPI_BUPA_CENTRAL_SAVEREPLICA BAPI_BUPA_STATUS_REMOVE BAPI_BUPR_ACTIVITYP_CHANGE BAPI_BUPR_ACTIVITYP_DELETE BAPI_BUPR_CONTP_ADDR_CHANGE BAPI_BUPR_CONTP_ADDR_REMOVE BAPI_BUPR_CONTP_CHANGE BAPI_BUPR_CONTP_DELETE BAPI_BUPR_EMPLO_ADDR_CHANGE BAPI_BUPR_EMPLO_ADDR_REMOVE BAPI_BUPR_EMPLO_DELETE BAPI_BUPR_RELATIONSHIP_CHANGE BAPI_BUPR_RELATIONSHIP_DELETE BAPI_BUPR_RELATIONSHIP_REMOVE BAPI_BUPR_RESP_EMPLO_DELETE
Change Central Data ALE Replicating Central Data Business Partner: Delete Status Change Contact Partner Relationship Delete Contact Partner Relationship Change Contact Person Relationship Address Delete Contact Person Relationship Address Change Contact Person Relationship Address Delete Contact Person Relationship Change Employee Relationship Address Delete Employee Relationship Address Delete Employee Relationship Change General Relationship Delete Relationships Delete General Relationship Delete Relationship of Employee Responsible
5.4 Generic
Name
BAPI_CURRENCY_CONV_TO_INTERNAL
Description
Function Module to convert the Currency field to internal format. Enter the currency and amount to convert. Go Back specified number of months from a given date.
CCM_GO_BACK_MONTHS
5.5 Other
Name
ECRM_ISU_ACTIVITY_DISPLAY CRM_CLM_CREATE_CALL_LIST
Description
Displays an activity by taking the Business Transaction Number for the same. Create call list for activities generated
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Description
Business Partner (Creation/View/Modification) Customer Interaction Centre CRM Transaction (Create/View/Modify) Configuration related settings Create/ Maintain Call list Ibase Creation / Change / View Maintain Products Display Organizational Model Bdoc maintenance Administration console CRM Middleware Queue monitoring transactions for inbound and outbound queues. Transaction for monitoring bdocs.
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