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Automatic Enrollment Using mySAP CRM

In the following examples, this alternative uses the proposal procedure based on the service provider relationship.The grid is determined as described in the manual process under Services Based on Service Provider Relationship.

The examples first describe the CRM-IS-U integration concept:

A replication mechanism ensures that IS-U master data that is relevant for CRM is represented by data in theCRM System and vice versa. For example, an IS-U contract corresponds to a contract item in the CRMSystem.

A CRM product in the CRM Syst em is mapped to one master data template in the IS-U System.

Process Flow

If enrollment is initiated in the CRM System, processing takes place as follows:

1. Business partner data, address data and technical data such as the connection object, premise and point of

delivery are recorded in the CRM System. To create this master data, the replication mechanism starts themaster data generator in the IS-U System with a template belonging to the CRMPARTNERTECH type.

2. The sale of a utility product is recorded in CRM and creates a new contract it em in the CRM System. Thistriggers the master data generator in the IS-U System during replication.

3. Before the master data template (CRMNEWCONTRACT) is executed, the system calls a BAdI method

(BADI definition EIDE_CRM, interface IF_EX_EIDE_CRM, method IDE_PROCESS_NECESSARY), which

determines whether or not IDE communication is required.

a. If communication is required, the event IDECallNecessary is triggered for the BOR object typeISUCRMCNCT (ISU-CRM Connector), so as to start an IDE workflow, and the master data generatorterminates without creating data.

b. If communication is not required, the master data template is executed and the master data is created

4. The IDE workflow manages communication and determines whether enrollment must be executed. The IDEworkflow also sets a status parameter in the workflow container indicating that the IDE workflow is currentlyrunning.

a. If enrollment is to be executed, the workflow calls the master data generator again. This occurs using amethod that is called by the function module ISU_PRODUCT_IMPLEMENT. Internally, the master datagenerator calls the BAdI method IDE_PROCESS_NECESSARY again. The status parameter in thecontainer indicates to the method that the IDE workflow is running, so that it does not need to betriggered.The workflow must transport the data required for execution by the master data generator in thecontainer. It is also possible to change the date in the parameters for the master data template, forexample, if the move-in date changes, before the master data generator is called.

b. If enrollment is not to take place, the workflow must call the method ContractSt atusChange for theBOR object type ISUCRMCNCT (ISU-CRM Connector) so that the CRM System is informed of therejection and can cancel the contract item again.

Please note the following with regard to this procedure:

The master data generator only calls the BAdI method described when processing a CRM product.If the scenario requires several contracts, the IDE workflow may need to access the master data generatorseveral times with template category CRMNEWCONTRACT. The replication mechanism then creates furthercontract items automatically in the CRM System.The only status available for the contract item in the CRM System is "distributed". This status indicates thatthe object is in the queue for the IS-U System but does not indicate that replication in IS-U was successful.If the IDE workflow neither sends a rejection nor creates the contracts, the status of the data in CRM is not

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8/9/2019 Automatic Enrollment Using MySAP CRM (SAP Library)

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consistent with that in IS-U.You can maintain the proposals for billable services (contracts) in the menu for the Utilities Industry under

Intercompany Data ExchangeServices Services Based on Service Provider Relationships. You mustimplement these proposals yourself in the IDE workflow to ensure that they are used.