crm abap tech details

8/12/2019 CRM ABAP Tech Details

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Demystyfying SAP CRM Technical



Document History

Version Date Author Reason Reviewers Date

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Table of Contents

1.0 Executive Summary...............................................................................4 1.1 Document Purpose..........................................................................................4

1.2 Document scope..............................................................................................4

2.0 Tables....................................................................................................5 2.1 aster Data Tables..........................................................................................5 2.2 Transaction Data Tables..................................................................................! 2." Table En#ancements .......................................................................................!

".0 Table $in%s for Data &etrieval................................................................' 4.0 Data &etrieval .......................................................................................( 5.0 )unction o*ules.................................................................................10

5.1 Data Creation................................................................................................10 5.2 Data &etrieval...............................................................................................11 5." Data aintenance..........................................................................................12 5.4 +eneric .........................................................................................................1" 5.5 ,t#er.............................................................................................................1"

!.0 -**itional Details.................................................................................14 !.1 Commonly se* Transactions........................................................................14

/.0 -Ds..................................................................................................14 /.1 Commonly se* -Ds..................................................................................14

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1.0 Executive Summary

1.1 Document Purpose

• Provide functional consultants with the basic technical information enabling them to

write better Functional Specification, reducing the timeframe in development of anobject.

• Reduce the learning curve for Technical Consultants new to SAP CR.

1.2 Document scope

The document comprises of

• !etails about most commonl" used master#transaction#enhanced tables

• !etails about most commonl" used function modules for data

creation#retrieval#maintenance

•

ost common data retrievals lin$ing various master#transaction tables.

The information presented in this document has been gathered and anal"sed after discussions

held with various personnel involved in SAP CR developments.

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2.0 Tables

2.1 aster Data Tables

Table ame Description

Business Partner %&T''' %P( )eneral data

Contains %usiness Partner *umber, PartnerCategor", Partner T"pe, First *ame, +ast *ameetc.

%&T'' %P( Addresses

%&T'-' %P relationships#role definitions( )eneral dataContains Relationship, Partner *umberPART*/R01, Relationship Categor"

%&T'-0 %P Relationship( Contact Person RelationshipSimilar to %&T'-' , additionall" contains Contact

Person2s Address data

%&T'%3 %usiness Partner( %an$ !ata 4 !etails

%P *umber, %an$ 3e", %an$ Countr" 3e", %an$Account *umber

%*3A %an$ aster !ata

%&T0'' %P( Roles

A!R Telephone *umbers %usiness Address Services1

A!R5 STP *umbers %usiness Address Services1

Contains /mail 6 7d of the %P.

A!RC Addresses %usiness Address Services1%P2s Complete Address !etails8 Cit", Countr", PostCode, !istrict, Street, Title *o /tc

TSA!9T Table containing the Title te:t against a Title *o.ote3 Pass the langu $e" with the

language in which "ou want the

te:t.

C;<PR;!&CT aster Table for Product

CR<%&A) aster table for %usiness Agreement

CR<%&A)<= =eader !ata for %usiness Agreement such as Ta:

Categor", Ta: Characteristic, Form $e", %usinessAgreement Class. !ata in this table correspond to

7S& Contract account table F33>3P.

CR<%A%R<= Rule data for business agreements 6 data in thistable correspond to 7S& Contract account tableF33>3

Business Transaction(Service Contracts in Particular)

C*CCRPRC&S??%&R Condition Records for Service Contracts. @e get%asic &nit Rate, Standing Charge Rate etc.

This is a ? table used in a leading 7S& SAP8CRimplementation. ou can give the table SAP''B' 6this is a standard table. 6 in general all conditiontables have the naming convention C*CC1

CR!<;R!/RA!<= Contains the =eader 7nformation for a %usiness

Transaction.ote3

0. 7t doesn2t store the %usiness Partnerresponsible for the transaction. To

get the Partner *o, lin$ it withCR<;R!/R<7*!/D.

. This table can be used for searchbased on the ;bject 7d%usiness

Transaction *o1.

CR!<C&ST;/R<= Additional Site !etails at the =eader +evel of a

%usiness Transaction

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CRC<PR;C<TP/ aster table %usiness Transaction T"pe

CRC<PART*/R<FCT !efinition of Partner Functions

SCPR7;T Priorities for Activities with priorit" te:t.ote3 Pass the langu $e" with the

language in which "ou want thete:t.

CRC<PR;C<TP/<T Te:t for a transaction t"pe

CRC<ACT<;%E<T ;bjective *umber and Te:t for Activities

TE9'T All the status code and te:t

CRC<PR<ASS7)* Transaction T"pe and its Transaction T"pe ;bject.

7%7% 7nstalled %ase#7base

7%7* 7nstalled %ase Components

2.2 Transaction Data Tables

Table ame DescriptionCR!<+7*3 Transaction )&7! set for all the %usiness

TransactionsCR!<;R!/R<7*!/D Contains =eader as well as 7tem details for a

%usiness Transaction.ote30. 7t doesn2t store the %usiness

Transaction *o ;bject 7!1.To get the %usiness Transaction *olin$ the table withCR!<;R!/RA!<=

. This table can be used for searchbased on the Partner *o

CR!<;R!/RA!<7 Stores the 7tem information for a %usinessTransaction. The scenarios where we have a

Contract =eader and within contract we have +ine7tems for the contract, this table can be useful./.g. Service Contracts

CR!<C&ST;/R<7 Additional Site !etails at the 7tem +evel of aService Contract

SCAPPTS/) Table for individual Appointment T"pes for atransaction.

CR<E/ST 7ndividual ;bject Status for an" businesstransaction.

CR<EC!S Current Status for a business transaction alongwith set date, set time and status code.

2." Table En#ancements

Following tables were enhanced as per the project reuirement in a leading 7S&8SAP CR

implementation. /as" /nhancement wor$bench can be used for enhancing most of thetransactions in CR.

Table ame Description%&T''' Fields such as Registration *o, S7C Code, Cost to

Serve etc. that appear in the additional details tabin %P transaction

CR<%&A)<= Fields such as Acc in +egac", 7nvoice ;utput,Clearing Categor", %ill Form, +oc$ Process T"pe

etc. that appear in the %usiness Agreement tab in%P transaction

CR!<C&ST;/R<= This table is used as an e:tension of the service

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contract header i.e. if there is a reuirement toadd new fields to CR!<;R!/RA!<= thenG thistable has to be used to add the fields.

CR!<C&ST;/R<7 This table is used as an e:tension of the servicecontract header i.e. if there is a reuirement toadd new fields to CR!<;R!/RA!<7 thenG thistable has to be used to add the fields. For e.g.fields reuired for additional site details tab at itemlevel of Service Contract are added to this table.

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".0 Table $in%s for Data &etrieval

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%&T'''

%&T'-'

%&T0''

%&T''

%&T'-0

%&T'%3

A!RCC

A!R A!R5

CR!<;R!/R<7*!/D

CR!<+7*3

CR!<C&ST;/R <=

CR!<;R!/RA!<=

CR!<C&ST;/R <7

CR!<;R!/RA!<7

%*3A TSA!9T

CRC<PR;C<ASS7)

*

CRC<PR;C<TP

/

%usiness Partner

Contract



4.0 Data &etrieval

$in%in usiness Partner Tables loically

• %&T''' 8 contains the $e" as %usiness Partner *umber 6 thus other details of business

partner such as Categor", T"pe, *ame, +anguage, Countr", Contact Person etc can beobtained from it b" using the corresponding %P *umber.

• %&T'%38 &sing the %P *umber and %an$ !etail 7!, details such as %an$ Account

*umber, Account =older2s *ame, and *ame of %an$ Account etc can be obtained.

• %&T'' 6 A!RC 6 A!R 6 A!R5 is the lin$ of tables used to get the Address !etails of

the %P corresponding to %usiness Partner *umber obtained from %&T'''1 and the

address number from %&T'' table.

• Roles of %usiness Partner can be obtained from the table %&T0''.

• Contact Person and related details for a %P number %&T'''1 can be obtained using

the table %&T'-0.

• %usiness Partner2s Roles and Relationship !etails for %P number %&T'''1 can be

obtained from %&T'-'.

$in%in Service Contract Tables $oically

• CR!<;R!/R<7*!/D( Contains )&7!2s of all the transactions in CR. Also provides a

lin$ to connect %usiness Partner with the CR Transaction.

• CR!<C&ST;/R<=( Contains Additional Contract !etails enhanced fields1, lin$ed to

=eader )&7!.

• CR!<C&ST;/R<7( Contains Additional Site !etails enhanced fields1, lin$s =eader

and 7tem )&7!2s for all the transactions.

• CR!<;R!/RA!<=( Contains =eader !etails. )&7! field can be used to lin$ with

CR!<;R!/R<7*!/D.• CR!<;R!/RA!<7( Contains 7tem !etails. =/A!/R field can be used to lin$ with

CR!<;R!/RA!<= header guid1.

Cateoriation of C& usiness Transaction base* on Subob6ect Cateory

@e have used Subobjects to categoriHe the %usiness Transactions in CR for a leading7S&8SAP CR implementation.

usiness Transaction ame S,7ECT C-TE+,&8

Activit" %&S'''05

Service Contract %&S'''00+ead %&S'''0'I

;pportunit" %&S'''000

Tas$ %&S'''0-

&tilit" contract item %&S'''0JK

ote3

0. For /:ample if "ou want to retrieve all the activities in CR, pass the ,7ECT9T8PE as :S200012!: in CR!<;R!/R<7*!/D table.

. The Subobject Categor" can be customiHed for a business transaction from thetransaction SPR;.

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5.0 )unction o*ules

)unction +roup -9" 6 Contains function modules to read and change business partner addresses,

central data, ban$ details, pa"ment cards, roles. Function modules for contact person and emplo"ee

specific information retrieval # change are also included.

For most of the function modules that retrieve *ata, business partner number is passed as import

parameter. !ata is retrieved in the table specified in the interface. &eturn table returns statusmessages.

For most of the function modules that a** business partner relate* *etails, business partner

number and a table containin t#e *etails to be added are passed via the interface. &eturn table returns status messages.

5.1 Data Creation

ame Description)&7!<CR/AT/ Create )&7! for a %usiness Transaction

%AP7<%&SPR;C/SS*!<CR/AT/&+T7 %api to create Service Contracts programmaticall".Pass the inputfields to be created in the contract.*ote( %AP7<%&SPR;C/SS*!<SA>/ must be calledafter this function call to save the ServiceContract.

%AP7<%&SPR;C/SS*!<SA>/ %api to save the Service Contracts.

%AP7</CR7S&T;<7*7T 7nitialiHe the creation of 7base in CR

%AP7</CR7S&T;<CR/AT/&+T7P+/ Create the 7nstalled %ase and its components.ote3

Alwa"s call the function module L%AP7<TRA*SACT7;*<C;7T2

after call to an" %apiCR<7%AS/<7*7T7A+7?/ 7nitialiHe the changes to be done in 7base in CR

CR<7%AS/<SA>/ Call this F to save the changes in the 7base

%AP7<%&PA<FR)'09'<CR/AT/ %api to create %usiness Agreement for a customer

%AP7<%&PA<A!!R/SS<A!! Add invoice address for business partner. Pass theaddress t"pe as MrechnungM to add invoice address

%AP7<%&PA<%A*3!/TA7+<A!! Add ban$ details for the business partner

%AP7<%&PA<CR/AT/ <FR;<!ATA %AP7 for business partner creation as ;rganiHation,

Person or )roup in general role. Same %AP7 can beused to create Contact Person for the %usiness

Partner

%AP7<%&PR<R/+AT7;*S=7P<CR/AT/ Function module to establish the %usiness Partnerand Contact Person

Relationship. Pass the Relationship Categor" as L%&R''02

%AP7<%&PA<R;+/<A!! Add Role to %usiness Partner for e.g. Sold to Part" LCR''02, Contact Person L%&P''02

%AP7<%&PA<TAD<A!! %AP7 Add Ta: *umber for the e:isting %usinessPartner

%AP7<%&PA<FR)''J'<CR/AT/ Create Classification !ata for a %usiness Partner

%AP7<%&PA<FR)'09'<CR/AT/ Create %usiness Agreement

%AP7<%&SPR;C/SS*!<CR/AT/&+T7 %AP7 to create Contract. Populate the =eader and+ine 7tem !etails before calling the %AP7

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5.2 Data &etrieval

ame Description%AP7<%&PA<A!!R/SS/S<)/T !etermine All Addresses

%AP7<%&PA<A!!R/SS<)/T!/TA7+ Read Address

%AP7<%&PA<A!!R/SS<)/T<*&%/RS Read Address *umbers

%AP7<%&PA<%A*3!/TA7+S<)/T !etermine All %an$ !etails

%AP7<%&PA<%A*3!/TA7+<)/T!/TA7+ Read %an$ !etails

%AP7<%&PA<%A*3!/TA7+<*&%/RS Read %an$ !etails *umbers

%AP7<%&PA<C/*TRA+<)/T!/TA7+ Read Central !ata

%AP7<%&PA</D7ST/*C/<C=/C3 Chec$ /:istence of %usiness Partner

%AP7<%&PA<)/T<*&%/RS Read %usiness Partner *umbers

%AP7<%&PA<R/+AT7;*S=7PS<)/T !etermine All %P Relationships

%AP7<%&PA<R;+/S<)/T !etermine All Roles

%AP7<%&PA<R;+/</D7ST/*C/<C=/C3 Chec$ /:istence of Role

%AP7<%&PA<S/ARC= Search %usiness Partner for Telephone, /8ail,Address

%AP7<%&PA<STAT&S<)/T!/TA7+ %usiness Partner( Read Status

%AP7<%&PR<ACT7>7TP</D7STC=/C3 Chec$ /:istence of Contact Partner Relationship

%AP7<%&PR<C;*TP<A!!R/SS/S<)/T Read Contact Person Relationship Addresses

%AP7<%&PR<C;*TP<A!!R<)/T!/TA7+ Read Contact Person Relationship Addresses

%AP7<%&PR<C;*TP<)/T!/TA7+ Read Contact Person Relationship

%AP7<%&PR</P+;<A!!R/SS/S<)/T Read Contact Person Relationship Addresses

%AP7<%&PR</P+;<A!!R<)/T!/TA7+ Read /mplo"ee Relationship Address

%AP7<%&PR</P+;<)/T!/TA7+ Read /mplo"ee Relationship

%AP7<%&PR<R/+AT7;*S=7P<)/T Read )eneral Relationship

%AP7<%&PR<R/+S=7P<C=/C3/D7ST Chec$ /:istence of )eneral Relationship

%AP7<%&PR<R/+S=7P<)/T<!/TA7+ Read )eneral Relationship

%AP7<%&PR<R/SP</P+;<C=/3/D7ST Read Relationship of /mplo"ee Responsible

%&PA<PART*/R<C;*TACT<S/ARC= Searches business partners for telephone, /8ail,address

/CR<7S&<C;P<%<A!!R/SS Chec$ for /:istence of 7base

CR<;R!/R<)/T<=/A!/R<)&7! )et =eader )&7! for 7tem )&7! pass ref<$ind as b

CR<;R!/RA!<=<R/A!<;@ Read the =eader !etails for a %usiness

Transaction. Pass the =eader guid.

CR<;R!/RA!<7<R/A!<;@ Read the +ine 7tem !etails for a line item. Pass theline item guid.

CR<;R!/R<R/A! )et all the Service Contract details.*ote( Pass the reuested objects to fetch onl" thereuired details.This can also be used to get the details ofactivities#leads#opportunities etc.

CR<;R!/R<)/TSTAT&S )et status of the Service Contract

ote3 CRM_ORDER_READ Function Module

0. C&9,&DE&9&E-D is a function module which can be used to get the details of an" business

transaction based on the =eader )&7!, 7tem )&7! or both.

. Alwa"s pass the 7T<R/N&/ST/!<;%E/CTS structure to this function module to fetch the

reuired details onl".

9. This function module can not be e:ecuted directl" instead SAP has provided a report

C&9,&DE&9&E-D for the same for testing purpose. @e can pass %usiness Transaction*umber ;bject 7!1, =eader )&7! or 7tem )&7! to this report to get the reuired details.

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Some Exportin Parameters in C&9,&DE&9&E-D )unction o*ule

&eturn Structure ame Details )etc#e*/T<;R!/RA!<= =eader !etails of a %usiness Transaction such as

;%E/CT<7!, PR;C/SS<TP/ etc.

/T<;R!/RA!<7 7tem !etails of a %usiness Transaction such as

PR;!&CT, PR;!&CT<37*!, =/A!/R etc./T<ACT7>7T<= =eader !etails of an activit" such as PR7;R7T,

;%E/CT7>/, Address !etails etc.

/T<ACT7>7T<7 7tem !etails of an activit".

/T<C&ST;/R<= Additional details at =eader level

/T<C&ST;/R<7 Additional details at 7tem level

/T<APP;7*T/*T All the dates at =eader and 7tem level

/T<PART*/R Partner !etails at =eader and 7tem level

/T<STAT&S Status of %usiness Transaction at =eader and 7tem

level

/T<%7++7*) %illing related details for a %usiness Transactionboth at =eader and 7tem This structure wasenhanced in a leading 7S& SAP8CR

implementation to include %&A)<7!%usinessAgreement1 field in a Service Contract

/T<;R!PRP<;%E+<7<! ;bject +ist details such as PR;!&CT

/T<!;C<F+;@ Ref. !etails of the previous %usiness Transaction

5." Data aintenance

ame Description%AP7<%&SPR;C/SS*!<C=A*)/&+T7 %api to change Service Contracts

programmaticall". Pass the inputfields to bemodified.*ote( CR<;R!/R<SA>/ function module must be

called to save the changed contract e:plicitl" aftercall to this function module.

CR<;R!/R<SA>/ Save the changes made to the Service Contract.

Eust pass the =eader<)&7! of the service contract.

CR<APPT<A7*TA7*<S7*)+/<;@ aintain the !ates for a Service Contract Start

!ate, /nd date, !ate of Sale, Planned ContractStart !ate etc1. !on2t forget to pass the

input<fields to be maintained.*ote( CR<;R!/R<SA>/ function module must be

called to save the changed contract e:plicitl" aftercall to this function module.

CR<STAT&S<A7*TA7*<;@ aintain the user status of Service Contracts.!on2t forget to pass the input<fields to be

maintained.*ote( CR<;R!/R<SA>/ function module must becalled to save the changed contract e:plicitl" aftercall to this function module.

CR<7%AS/<C;P<C=A*)/ Change the 7nstalled %ase componentsote3 Alwa"s call the F

LCR<7%AS/<SA>/2 to save thechanges done to 7base

%AP7<%&PA<%A*3!/TA7+<C=A*)/ Change %an$ !etails

%AP7<%&PA<%A*3!/TA7+<R/;>/ !elete %an$ !etails

%AP7<%&PA<C/*TRA+<C=A*)/ Change Central !ata

%AP7<%&PA<A!!R/SS<C=A*)/ Change Address

%AP7<%&PA<A!!R/SS<R/;>/ !elete Address

%AP7<%&PA<%A*3!/TA7+<C=A*)/ Change %an$ !etails

%AP7<%&PA<%A*3!/TA7+<R/;>/ !elete %an$ !etails

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%AP7<%&PA<C/*TRA+<C=A*)/ Change Central !ata

%AP7<%&PA<C/*TRA+<SA>/R/P+7CA A+/ Replicating Central !ata

%AP7<%&PA<STAT&S<R/;>/ %usiness Partner( !elete Status

%AP7<%&PR<ACT7>7TP<C=A*)/ Change Contact Partner Relationship

%AP7<%&PR<ACT7>7TP<!/+/T/ !elete Contact Partner Relationship

%AP7<%&PR<C;*TP<A!!R<C=A*)/ Change Contact Person Relationship Address

%AP7<%&PR<C;*TP<A!!R<R/;>/ !elete Contact Person Relationship Address%AP7<%&PR<C;*TP<C=A*)/ Change Contact Person Relationship Address

%AP7<%&PR<C;*TP<!/+/T/ !elete Contact Person Relationship

%AP7<%&PR</P+;<A!!R<C=A*)/ Change /mplo"ee Relationship Address

%AP7<%&PR</P+;<A!!R<R/;>/ !elete /mplo"ee Relationship Address

%AP7<%&PR</P+;<!/+/T/ !elete /mplo"ee Relationship

%AP7<%&PR<R/+AT7;*S=7P<C=A*)/ Change )eneral Relationship

%AP7<%&PR<R/+AT7;*S=7P<!/+/T/ !elete Relationships

%AP7<%&PR<R/+AT7;*S=7P<R/;>/ !elete )eneral Relationship

%AP7<%&PR<R/SP</P+;<!/+/T/ !elete Relationship of /mplo"ee Responsible

5.4 +eneric

ame Description%AP7<C&RR/*C<C;*><T;<7*T/R*A+ Function odule to convert the Currenc" field to

internal format. /nter the currenc" and amount toconvert.

CC<);<%AC3<;*T=S )o %ac$ specified number of months from a givendate.

5.5 ,t#er

ame Description/CR<7S&<ACT7>7T<!7SP+A !ispla"s an activit" b" ta$ing the %usiness

Transaction *umber for the same.

CR<C+<CR/AT/<CA++<+7ST Create call list for activities generated

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!.0 -**itional Details

!.1 Commonly se* Transactions

Transaction Description

%P %usiness Partner Creation#>iew#odification1C7C' Customer 7nteraction Centre

CR!<;R!/R CR Transaction Create#>iew#odif"1

SPR; Configuration related settings

CR!<CA++<+7ST Create# aintain Call list

7%-0 # 7%- # 7%-9 7base Creation # Change # >iew

C;PR'0 aintain Products

PP;SA<CR !ispla" ;rganiHational odel

S%! %doc maintenance

S;/AC Administration console 6 CR iddleware

SN0,SN Nueue monitoring transactions for inboundand outbound ueues.

SNR 7nund Nueue

SNS ;utbound NueueR9AS Start 7nitial +oad

R9AC0 CustomiHing ;bjects

R9AC9 %usiness ;bjects

R9A0 +oad onitoring Transaction

S@'0 %!oc Statistics

S@' %!oc Summar"

S@'9 &nprocessed %!oc

/.0 -Ds

/.1 Commonly se* -Ds

Transaction Description

CRM_MKT_MODIFY_ORDER Partner Determination badi

CRM_TERRMAN_ATTRIB Territor Enhan!ement

CRM_COPY_BADI Copy Badi for dates

ORDER_SAVE Raise event on lead reateCOM_PART"ER_#ADI

$#%PA_F%RT&ER_C&ECK'$

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