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Data exchange between R/3 and CRM 5.2

Former Member
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Hello colleagues,

Currently, we rae implementing CRM 5.2.

We are trying to come up with a solution to customize Middleware for data exchange between CRM and R/3.

Currently, in R/3 customer have a Z account group - "Site". So, Site is just another cusomer.

On the Site level, we're assigning a partner function "Sold-To" to this Site ( via tx. xd02 ).

Each Site can have only 1 Sold-To. However, any Sold-To can have multiple Sites.

Again, the partner function in R/3 is assigned only at the Site level.

When we will be downloading data into CRM, what needs to be done in order to bring this Z custom account group ?

I hope someone already done similar requirement.

Thank you,

Vadim.

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Can you try create your Z account group on R3, and then perform a customizing objects initial download (CUST_DNL_*) from R3 to CRM system?

Answers (1)

Answers (1)

stephenjohannes
Active Contributor
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Vadim,

For previous releases of CRM you configured the flow of partner functions and account groups through customizing and PIDE. I would suspect that for a standard 1:1 relationship you should be able to add your "z-partner" function to the customizing and it will be download/uploaded from R/3.

In CRM 40 this was located under:

CRM->Basic Functions->Partner Processing->Data Transfer

You may need to write some middleware exits if you need to perform complex mapping of the business partner data.

Good luck,

Stephen

Former Member
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Hi Stephen,

Here is the challange we facing.

<b>Account groups in ERP</b>:

-


Z001 - Site

0001 - Sold-To

<b>BP Roles in CRM (will be setting them up)</b>:

-


Z001 - Site

0001 - Sold-To

In ERP, in PIDE transaction, there are 2 options and here what we need to accomplish:

<b>1. CRM->R/3</b>:

==============

We want BP Role "Z001 - Site" to be tied to an Account group "Z001 - Site".

How is the BP Role "Z001 - Site" can be assigned to a different Calssification ?

<b>2. R/3->CRM</b>:

==============

We want Account group "0001 - Sold-To" to be tied to BP Role "0001 - Sold-To", which is possible:

Account group 0001 can be tied to a Classification "B" (Customer). That way All Sold-to's will come down to CRM as Sold-to's.

But how to tie an Account group "Z001 - Site" to BP Role "Z001 - Site".

So, it comes down to: how to assosiate custom BP Role "Z001 - Site" to a different Classification ?

Also, in R/3 All Account Groups have Partner Functions assigned (Sold-to, Payer), in the Sales Area.

How these partner functions are coming down to CRM and where do they diplayed in CRM?

Thank you,

Vadim.

stephenjohannes
Active Contributor
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Vadim,

Remember that an Account Group in ERP does not equal a role in CRM. Instead Account groups equal "BP grouping" in CRM.

So basically what you need to do for the Z001 account group is setup a BP grouping called Z001. You map the Z001 account group to the Z001 grouping in CRM using PIDE in R/3.

Now if you want to have a "custom role" be assigned to the grouping as it downloaded, you will need to write a middleware user exit to assign the correct role.

The partner functions are downloaded via the CUSTOMER_REL object. You can display this information by viewing the related partners in BP via the relationships tab and viewing the details of the each relationship.

Good luck,

Stephen

Former Member
0 Kudos

Hi Stephen,

Thank you for your help. Next week our CRM 5.2 install will be done. Until then, I will have go thru some documentation and educate myself on this Account group and BP Grouping topic in order to resolve this.

Regards,

Vadim.