172656656 SAP CRM Service Billing ConfigurationBilling Configuration

8/10/2019 172656656 SAP CRM Service Billing ConfigurationBilling Configuration

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SAP CRM IMG menu Customer Relationship Management Master Data

Organizational Management Cross-System Assignment of

Organizational Units Assign Plant and Storage Location toService Organizational Units

2. Choose New Entries

3. Maintain the values as shown in the following tables:

Field name User action and values

Service Organization O 50000635

Service Team *

Service Employee *

Plant <your plant> 6330

Stor. Loc. <your storage location> 10

4. Choose Save and select a customizing request if necessary.

5. Choose Back .

1.1.3 Service Process Controlling Integration

UseThe purpose of this section is to describe the necessary settings for the controllingintegration.

For controlling integration to function, you must define the controlling scenario in the ERPsystem and assign this to a combination of service characteristics.

1.1.4 Checking Order Type for Internal Order (SAP ERP)

UseThe purpose of this activity is to have an order type for the internal order needed. The OrderType is the Key SAP CO Customizing for CRM Integration.

If the order type SAPS already exists, you can skip this section.

PrerequisitesIf order type SAPS needs to be created, an according number range needs to be created forthe new order type before running this transaction.

Do not change the Term SAPS, program logic is depending on this setting.

Procedure1. Access the activity using one of the following navigation options:

Transaction code KOT2_FUNCAREA

SAP ERP IMG menu Controlling Internal Orders Order Master Data DefineOrder Types

2. Check if order type SAPS –CRM Service already exists (choose Position…).If not, choose New Entries.

3. In the dialog box select order category 01 (Internal Order (Controlling))

4. Enter the following values:



Order Type SAPS CRM Service

Order category Internal Order (Controlling)

Number range interval 500000 – 599999

General parameters

Settlement prof. 90 (Not for Settlement)

Object class Production

Collective order without automatic goods movement

Control indicators

CO Partner Update Semi-active

Revenue postings X

Archiving

Residence Time 1 3 (Months)

Residence Time 2 24 (Months)

Status management

Release immediately X

5. Save your entries.

Result A new order type for internal orders SAPS has been created.

1.1.5 Creating a Billing Unit

UseThe purpose of this activity is to create the billing unit(s) being assigned to sales orders viathe respective sales organization when performing sales transactions.

PrerequisitesYou are logged on to the CRM WebClient with user power_user and password welcome.

Procedure1. Access the activity using the following navigation option:

SAP CRM WebClient menu Master Data

Create: Corporate Account

2. In the assignment block Account Details enter at least the following data:

Field Name Field Entry

General Data

Name 1 <description of the billing unit>

Main Address and Communication Data

Country IN

3. Press Enter .

4. In the assignment block Roles select the Role Billing Unit from the drop down list.



5. Save your entries and take a note of the number of the newly created Billing Unit:

BP ID: 100000052

Result

A billing organization unit has been created.

1.1.6 Assigning Billing Unit to Sales Organization

UseIn this activity you define which billing unit is determined from the sales organization. Thisapplies to sales transactions in CRM Online that are billed in CRM Online and then posted asbilling documents in SAP ERP Financial Accounting (FI).

PrerequisitesThe respective sales organizations and billing units are already defined in the system.

Procedure1. Access the activity using the following navigation options

Transaction code SPRO



Organizational Units Assign Billing Units to SalesOrganizations

2. Choose New Entries (F5) and enter the following data:


Sales Org. O 50000636

SOrg.

Bill. Unit 100000052

3. Choose Save (Ctrl+S).

Result A billing unit has been assigned to each relevant sales organization.

1.1.7 Assigning Billing Unit to Service and SalesOrganization

UseThe purpose of this activity is to define for service and sales transactions which billing units

are found from the appropriate service/sales organizations.



PrerequisitesThe respective service and sales organizations and billing units are already defined in thesystem.

Procedure

1. Access the activity using the following navigation options:




Organizational Units Assign Billing Units to Service/SalesOrganizations



ServiceOrg <ID of BP_SERVICE> O 50000635

ServiceOrg BP_SERVICE

Sales Org. <ID of BP_SALES> O 50000622

SOrg. BP_SALES

Bill. Unit <ID of BP Billing Unit> 8000000273


Result A billing unit has been assigned to each relevant service and sales organization.

1.1.8 Assigning Company Code to Billing Unit

Use

The purpose of this activity is to define which company code is determined from therespective billing unit. This applies to sales transactions and service transactions in CRMOnline that are invoiced via CRM Online, and posted as billing documents in SAP ERPFinancial Accounting (FI).

PrerequisitesCompany Code 0201 has been replicated and a new billing unit has been created.

Procedure1. Access the activity using the following navigation options:






Organizational Units Assign Company Codes to Billing Units

2. Choose New Entries (F5) and select the following values (using the input help):

Field Name Field EntryBill. Unit <ID of BP Billing Unit> 100000052

CoCode <your company code> (e.g., 0201)


1.1.9 Assigning Business Area to Service and SalesOrganization

UseIn this activity you define which business areas are determined from which serviceorganization, sales organization, distribution channel, and division combinations. This appliesto CRM service transactions that are invoiced via CRM Online and posted as invoices in ERPFI.

The input help for business areas offers the business areas in the ERP system that isassigned to the CRM Online application. If you have the SAP system number displayedbottom right in your SAP window you see the number of the SAP system there when you usethe input help for business areas.

PrerequisitesThe respective service and sales organizations and billing units are already defined in thesystem.

Procedure

1. Access the activity using the following navigation options:




Organizational Units Assign Business Areas toService/Sales Organizational Units



ServiceOrg <ID of BP_SERVICE>

ServiceOrg BP_SERVICE

Sales Org. <ID of BP_SALES>

SOrg. BP_SALES

DChan <your distribution channel> (e.g., 10)




Division *

Bus. area <your business area> (e.g., 0001)


Result A billing unit has been assigned to each relevant service and sales organization.

1.1.10 Define Billing relevance of Item Category


SAP CRM IMG menu Customer Relationship Management Billing Define Billingrelevance of Item Category

1.1.11 Define Billing Types


SAP CRM IMG menu Customer Relationship Management Billing Define Billing

Types Chose CRMB

Choose new Entry and create ZF2D



1.1.12 Item Category Customizing


SAP CRM IMG menu Customer Relationship Management Billing Item

Category Customization Chose CRMB

Choose new Entry and create ZSDB

1.1.13 Item Category Customizing






1.1.17 Assign Document Types


SAP CRM IMG menu Customer Relationship Management Billing Integration

Transfer of billing documents to Accounting Transfer to

Accounts Receivable (FI-AR) and Accounts Payable (FI-AP) Assign Document Types

Choose ZF2D

Documents

172656656 SAP CRM Service Billing ConfigurationBilling Configuration