Customer Relationship Management Blogs by SAP
Stay up-to-date on the latest developments and product news about intelligent customer experience and CRM technologies through blog posts from SAP experts.
cancel
Showing results for 
Search instead for 
Did you mean: 
sapna_ramaiah
Explorer

Update: Check out the many videos embedded in the blog

                  A new blog available on frequently asked questions too.

Basic information

Code list is a user defined list of values, for a list element on a screen. For example, for the UI element, Occupation, here are the possible values maintained in different systems.
Code list for Occupation
  in SAP Cloud for Customer
Code list for Occupation
  in SAP CRM
Value  Description
1  Student
  2  Professional
  3  Entrepreneur
  4  Unemployed
  Value  Description
  1  Student
  2  Entrepreneur
  3  Professional
  4  Unemployed
As you see in the example above, the code list values in SAP Cloud for Customer and SAP CRM systems do not mean the same. For example, value 3 in Cloud system means Entrepreneur, whereas in the CRM system value 3 is Professional. If during transfer of data from Cloud to ERP/CRM, a Cloud code list value is not converted to the corresponding ERP/CRM value, this might lead to wrong results. Hence, we need to map these values during Customizing in SAP Cloud for Customer.

Video: Introduction to code list maping



Ways in which you can map code lists

There are two ways in which you can map the code lists: manual and automatic.
Note
SAP recommends using the automatic configuration during initial load and manual maintenance during updates. This is valid only until 1411. Starting 1502, you can use automatic configuration for both initial and delta load.
You can map the code lists:
  • Manually in the fine tuning activity Code List Mapping for Integration with External Application and Solutions, as explained in detail in the integration guides on Service Marketplace.
  • Automatically during Customizing. It comprises the following steps:
a.    Download the available code lists and any existing mapping from SAP Cloud for Customer into an archive file.
b.  Using the downloaded archive file, retrieve the differential mapping information from the SAP on-premise system.
c.    Review and adjust the mappings in the .CSV file as per your requirement.
Caution
SAP recommends that you edit the .CSV file in an editor, which does not automatically apply any formatting. For example, if you open a .CSV file containing a value ‘02-10’ in Microsoft Excel®, it will automatically convert the value to ‘10-Feb’.


d.    Upload the reviewed archive file in SAP Cloud for Customer.
Once you initiate the upload of code lists, a job is scheduled in the background, and an application log is created. An Application Log displays the status of the upload, and lists all log messages that were generated during each upload. In case of errors, make further correction to the code lists in the .CSV files, and upload the archive file again.

Check the status of code list upload in the Application Log

To view the status or messages:
1.    Go to Business Configuration à Upload Code Listà Application Log.
2.    Click on the required Application Log ID.
The log displays information in the following tabs:
    • General: Displays a high-level summary and administrative data for the job
    • Settings: Displays settings selected during an upload
    • Results: Displays the detailed results of the job including a list of detailed message descriptions, and the nature of the message.
You can also export the information on the tabs to Microsoft Excel®. To do this, click Export to Microsoft Excel, and select the tab from which you want to export the data.

Important information on automatic configuration

Before you decide to use automatic configuration, please note the following points:
  • Not all code lists can automatically be configured in ERP and in CRM. For a few code lists, you need to manually maintain the mapping in the fine tuning activity.
    For a list of all the code lists supported in CRM and ERP, go to Service Marketplace, and click INTEGRATION: Supported CRM ERP Code Lists.

    Note:

For the code lists CashDiscountTermsCode and BusinessPartnerRelationshipCategoryCode, not all the values are transferred to Cloud. Hence, if you use either of these two code lists, review and adjust the values and mappings manually directly in the fine tuning activity.

  • If code lists are deleted in the on-premise system, the corresponding code list and the mapping are not automatically deleted in the Cloud system during upload.
  • While downloading the differential changes from the on-premise system, the system may propose changes in mapping. If in the SAP Cloud system, the rule type for a code list is set to Local and remote are equal, and a differential mapping is proposed for this code list, then these changes are overwritten during upload into Cloud system. In other words, if a different mapping is proposed by the system in the .CSV file than the one maintained in the Cloud system, the value Local and remote are equal will be changed to Map individual codes for the corresponding code list during an upload in the Cloud system.
·        Hence, it is important that you review all the suggested values in the .CSV files before you upload the archive file in the Cloud solution.
Example use case: Automatic configuration during initial load
Now, let us take a scenario where you are performing an initial load, and rule type for the code lists are set to Local and remote are equal in the Cloud system. Here is a snapshot of the code list Academic Title and the corresponding values in the Cloud and CRM systems. Let us discuss what happens during each step of automatic configuration.
Code list for Academic Title
  in SAP Cloud for Customer
Code list for Academic Title
  in SAP CRM
           
Value
Description
  0001  Dr
  0002  Professor
  0003  Professor Doctor
  0004  Bachelor of Arts
  0005  Master of Business Administration
  0006  Doctor of Philosophy
  0007  Mr.
                   
Value
Description
  0001  Professor
  0002  Dr.
  0003  Professor Doctor
  0004  Bachelor of Arts
  0005  Master of Business Administration
  0006  Doctor of Philosophy
  0008  Mrs.
  0009  Mr.

As you see:
·        The values do not match; 0001 in Cloud is Dr, whereas it is Professor in CRM.
·        There are additional values in each of the systems; 0007 in Cloud, and 0008/0009 in CRM.
Step 1: Download code list from SAP Cloud for Customer
When you download code list in the Cloud system under Business Configuration à Download Code List, the system will download two .CSV files in a .ZIP file:
  • The CodeList.CSVfile will contain all the code list values from 0001 to 0007. This is the list of values you can find in the Cloud system under Business Configuration à fine tuning activity General Business Partners à Academic Titles.
  • The CodeMapping.CSVfile will contain the code list mapping that is currently maintained in the fine tuning activity Code List Mapping for Integration with External Application and Solutionsfor the code list Academic Title. Since it is an initial load, and by default the rule type is Local and remote are equal, 0001 in Cloud will map to 0001 in CRM.
Note: There is also a flag in the .CSV file that tells if a code list mapping entry has the rule type Local and remote are equal.

Step 2: Download the differential mapping information from SAP ERP/CRM
Download the mapping information from the SAP on-premise system using the report, CRMPCD_CUST_EXCHANGE for CRM or the report CODD_CODE_LIST_MAPPING for ERP.
The archive file will contain two new .CSV files in the new .ZIP file. Now, in this example, the:
  • The new CodeList.CSVfile will contain the following code list values:
Value
Description
Reason
Z002
Dr.
Since these code values are not available in the Cloud system,
a  corresponding code value is proposed.
Z008
Mrs.
  • The new CodeMapping.CSVfile will contain the following mappings:
                    
C4C Code
C4C Description
External Code
External Description
Reason
Value in Cloud system
Description in
Cloud system
Value in SAP on-premise system
Value in SAP on-premise system
Explanation on why system
proposed the mapping
0002
Professor
0001
Professor
Since an identical description
is found, a mapping is proposed
Z002
Dr.
0002
Dr.
Dr. and Dr are not identical. Hence,
value 0002 in CRM is not  mapped
to value 0001 in Cloud.
Instead a new value Z002 is proposed.
If you want Dr. to be mapped to Dr,
you can delete the code value in
CodeList.CSV, and manually change
the mapping in CodeMapping.CSV
before  you upload.
0003
Professor Doctor
0003
Professor Doctor
A match in description is found,
hence the corresponding values 
are proposed.
0004
Bachelor of Arts
0004
Bachelor of Arts
0005
Master of
Business
Administration
0005
Master of Business Administration
0006
Doctor of
Philosophy
0006
Doctor of Philosophy
Z008
Mrs.
0008
Mrs.
The value and description are not
present in Cloud, and a code  value
and the mapping are proposed.
0007
Mr.
0009
Mr.
A match in description is found,
hence the corresponding
value  is proposed.
Step 3: Review the downloaded files
You should review the .CSV files thoroughly and make any required changes. The merge report proposes some codes as inbound / outbound default when more than one code is mapped to same code. You should review the defaults before uploading to C4C system in case you want a particular code to be used as a default.
For example, a new code list Z002 Dr. (in Cloud) has been proposed to be mapped with 0002 (in CRM). However, you may want to map 0001 Dr (in Cloud) to 0002 Dr. (in CRM). You can change it manually in the .CSV file.
Step 4: Upload the reviewed code lists to SAP Cloud for Customer
After you review and save your changes to the .CSV files, you can upload the .ZIP file under Business Configuration à Upload Code List.
An application log is created to monitor the status and messages generated during the upload. If the status in the application log is finished and there are no errors, then the corresponding code lists and mappings are successfully uploaded in the SAP Cloud for Customer system. If there are any errors, you can manually correct them in the .CSV files and upload the .ZIP file again.
If you have any questions/clarifications, feel free to add them as comments.
42 Comments