Purpose
This report checks the various Customizing settings that are necessaryfor data transfer between CRM Service and an ERP system. You can use itlike a checklist.

Prerequisites
CO Integration
You must maintain the controlling scenario if you want to post amountsin the Enterprise Resource Planning (ERP) system. The controllingscenario dictates whether mass-object controlling or single-objectcontrolling is used. You can specify the type of controlling pertransaction type, service organization, and responsible oranizationalunit. Wildcard entries (*) are allowed. You can also define whethercontrolling should be carried out at transaction level or at item level.
If you use the controlling type "single-object controlling", you shoulddefine the accounting indicators. Later on, you assign the accountingindicator to the SAP Customer Relationship Management (SAP CRM) serviceorder or to the SAP CRM service confirmation. In all actual costpostings, the accounting indicator is transferred for differentiation oforigin.
Determination of Organizational Data
In order for the company code and business area (necessary for creatingCO objects using the CO translator in the ERP system) to be found fromthe data in the service transaction/service order or serviceconfirmation, the following assigments must be made in organizationaldata determination (OFI):
·,,Assign Billing Units to Service/SalesOrganizations
·,,Assign Company Codes to Billing Units
·,,Assign Business Areas to Service/SalesOrganizational Units
Plant for Material Posting
Since in the confirmation there is no option to specify a plant whencreating material consumptions, but a plant is necessary for the goodsmovement 291/292 W, we read the maintenance planning plant from the
Translators: For goods movement 291/292 W, the "W" is part of the
technical information (indicates consignment) and should not be translat
ed. Reference ERP system transaction OME9 -> double-click any item in
list -> F4 on "Special Stock" field.service organization.
Process Organization Model (Function tab->select Service)
The maintenance planning plant can only be assigned at the highest leveland is inherited down to the group of technicians.
In order for the MM posting to be successful, adhere to the following:
o,,Material master data should be the same in both the SAP CRM and theERP system.
o,,Only those materials that are also maintained in the specified plant(maintenance planning plant CRM) in the ERP system can be posted.
o,,The material must be available in the given plant. A correspondinggoods receipt can be posted using the transaction MB1C with movementtype 561 W, including specification of plant and customer (fortechnician).
Technician's Personnel Number
The Human Resources (HR) personnel number of the technician isdetermined from the CRM business partner master data. In order for thisto work properly, the techician must also be maintained in the employeerole in CRM. When the technician's data is displayed in the employeerole, the personnel number field is on the Central Data tab. TheHR personnel number is entered in this field.
Number Ranges
When an order is replicated in the ERP system, identical number rangesmust be maintained in both systems.
The data replication report automatically replicates service-specificdata (transaction types, item categories, organizational units, servicetypes, valuation types, product categories including text tables) intothe ERP system.
CATS Profile
A creation profile is necessary as an entry value for posting anddeleting Cross-Application Time Sheet (CATS) documents. You must ensurethat the "no deduction for breaks" indicator is not set. You should onlydo so when confirmations may occur with actual times or with start timesand end times. If a posting is made in CATS where the start time is thesame as the end time, 24 hours are posted, regardless of what thetechnician enters as the actual time. To avoid this exception, the endtime is left blank in such a case, and CATS figures the end timeautomatically, but only when this indicator is not set. If the indicatoris set, CATS sets the end time to midnight in such cases.
Attendance Type and Activity Type
This data is also absolutely necessary for a CATS posting. Theattendance and activity type are determined via the item category,service type, and valuation type. Blank entries for these types areinterpreted as wildcard characters (*). The attendance and activitytypes are determined for each item.
In certain circumstances, this Customizing step can be skipped. Thiscase occurs when the attendance type should always be the same and theactivity type is stored in the HR master record (transaction PA61).Otherwise, the values that were maintained in transaction SCRM overridethe default values of the profile and the default values of thepersonnel info record.
Customer Numbers for Goods Movement
Goods movements used during transfer have to do with sending goods onconsignment to customers. In this process, the technician appears as acustomer. Unfortunately, it is not possible to use the personnel numberdirectly for this posting. There is a workaround to find thecorresponding customer number for a personnel number. To do so, it isnecessary that the tecnician is also maintained as a customer in the ERPsystem. When maintaining the company code data for the customer, youenter the technician's personnel number. You can use Accounting-> Financial Accounting -> Accounts Receivable ->
Master Records to change (transaction FD02) or create (FD01) acustomer entry for a technician. Interlinkages that are made here areread from table KNB1 later on.
Logistics Scenario
You use the logistics scenario to define the withdrawl and posting ofservice materials that are confirmed from an SAP CRM servicetransaction. Different types of logistics scenarios can be selected,depending on the CRM transaction and the service organization. Thestandard logistics scenario is withdrawing service parts from thetechnician's consignment stock.