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Migration from SAP 6.0 to SAP S/4 Hana

Photo  – Getrefe.com

As we all know the SAP Business Suite 4 SAP HANA commonly known as SAP S/4 Hana is the next generation SAP Business Suite software from the German company. SAP S/4 Hana is totally new and very effective product of SAP Business suite. Some very simplified  features and great optimization for planning and simulation makes SAP S/4 Hana very efficient. Due to its features and strong efficiency, it  is now being termed as the next big thing.

For users who already have their SAP ERP 6 running, they can always migrate from SAP ERP6.0 to SAP S/4 Hana. The migration mehtod can be the standard one or it can a system conversion method. Rather than migration, a system conversion method is recommended for ERP 6.0 migration to SAP S/4 Hana. 
 A very useful article on SAP AG news board by Andreas Schmitz  covers all the doubts and questions regarding this migration. The questions are well explained. 
So, If you are planning to moving on a much better, efficient and much faster system, and If you are planning to migrate to SAP S/4 Hana. Go through the article. It will be really helpful. 

Neuron ESB announced its SAP ERP Connector

Sourced from Press Release 

Neuron ESB is an easy-to-use enterprise service bus which is primarily an application, service and workflow integration platform has announced its SAP ERP Connector. With this Neuron ESB SAP ERP connector which supports wide range of interaction scenario, users are allowed to seamlessly connect SAP to SAP Dynamics, Salesforce or any third party application.

Logo is trademark of Neuron ESB, Source : http://www.neuronesb.com/

If you dont know what is SAP ERP connector, let me tell you. SAP ERP connector allows connection to a specific app server or a message server. This connector works with SAP user accounts and their entitlements. IWB which is a provider  of energy infrastructure and utility services is already using SAP ERP connector to integrate MS CRM and Sharepoint with SAP. Their Microsoft Application Specialist said in an interview –  “We have a complex infrastructure that blends on-premise solutions with online services such as CRM Online and Azure Services for custom applications. It’s critical for our IT staff to provide .NET integrations quickly and effectively – and we rely on Neuron ESB to simplify and accelerate the development process.”
More can be read at their official website – http://www.neuronesb.com/news/neuron-esb-sap-erp-connector/

ACL launched a new app Essentials

Sourced from a Press Release 

ACL, a SaaS company based at Vancouver, Canada, provides data analytics software and consulting services in risk and audit management to enterprises. It also helps in managing end-to-end compliance, operational risk and various frauds.

The company has recently announced the launching of ACL Essentials, a suite of analysis applications to monitor ERP process controls and risk, which offers pre-built, process-ready tests that continuously monitor data for any indication of fraud. This needs little human intervention, hence providing the teams more time to focus on the risks unique to their business environments.

 The 11 pre-built analysis apps available at the time can be accessed at a nominal cost. The company has provided the option of availing these controls in both the manners, either individually or in bundles of mix-and-match solution, whatever may be the requirements thereof. Various other enterprise necessities, such as assets management, purchase order management, cash disbursements and maintaining general ledger can be managed and optimized by these. Many human resource (HR) operations like processing salaries & payroll, sales and stock analysis and vendor management has been made much easier. ACL Essentials is in line with the company’s existing product portfolio which includes GRC (Governance Risk and Compliance), Analytics, Analytics Exchange and Direct Link for SAP ERP & SAP CRM. Some of the competing companies providing similar services are S&P Global, Dow Jones, Markit and FactDSet.

For more information, visit the official website – http://www.acl.com/

Kloudless gets Universal CRM Integration

Photo – getrefe.com
Sourced from Press Release

Kloudless the Berkeley based company which provides many solutions and services that enables applications to connect to each other, last week introduced their Universal CRM API. This new API would provide many features as it allows the developers to create and embed integration with CRM products. 

Eliot Sun, the Kloudless CEO said in a press release that – “For many companies, an agile integration strategy is an important part their ability to innovate and scale quickly to meet customer demands. These strategies are not limited to file storage services. We have resisted expanding our platform too quickly in order to ensure that we are not only supporting a breadth of services, but also providing deep functionality,” He fuhrer added “We are excited to take our experience in building our Universal File Storage API and supporting all kinds of developer use cases and extend that to offer our customers an easy way to integrate CRM services.”
This Universal CRM API which Kloudless has introduced have custom integrations with each CRM provider like Salesforce, Microsoft and many other CRM platform. This app is available as a SaaS but if also supports self hosting. More regarding this Universal API can be found at their official website  https://kloudless.com/crm-api.

TC&C SAP CRM integration and certification

Image – http://getrefe.com/

Source : Press Release

Last week Telecom giant TC&C announced that its ccConn 5.0 has achieved certified integration with the SAP® Customer Relationship Management (SAP CRM) application. The solution has been proven to integrate with SAP CRM, which in turn will provide increased productivity and customer satisfaction, which is all based on using a single unified user interface.The Certification center, SAP Integration has certified that ccConn 5.0 integrates with SAP CRM.

“We are delighted to announce the successful achievement of SAP certification for ccConn,” said Csaba Juhasz, CEO at TC&C. “ The ability of ccConn to leverage the business potential of assets provided by solutions from SAP and other vendors will prove highly beneficial to current and future customer engagements.”

TC&C is hugely popular and very reputed in telecommunication software development, the computer telephony integration and unified communications areas. TC&C is also a Cisco preferred solution partner. They provide some very advanced and innovative unified communications software solutions for SAP, Cisco compatible voice and Telepresence call recording and archiving system, telecommunications cost management(TCM) software and ccTimer which is the web based working time management system for Cisco.

For more information regarding the company please visit – htp://www.tcandc.com/.

Pricing in SAP CRM



In any business transaction like sales order or service order, pricing is used to determine the cost of the item or product in that transaction. Every time we make a new business transaction, we do not need to enter the prices for the item or product manually into the system. We prepare a customer master record and do some customizing in the system so that system automatically finds the price for that item. The whole of the procedure in customizing the prices is known as pricing procedure in sap crm. In sap crm, the pricing is maintained by internet pricing and configurator(IPC).


Main role of IPC is that it provides the pricing data to different components in the SAP CRM. It is mainly responsible for pricing throughout entire SAP CRM system. IPC is connedcted to CRM components, and CRM components gets the prices from the IPC. IPC fetch price from CRM Database and provides to entire CRM components. IPC is connected to database by RFC. IPC provides faster access to pricing data. If IPC is not there in the system, CRM components will fetch data directly from the database, making the system slow. The concept of IPC can be understood by following picture.

Pricing Procedure

Pricing procedure is mainly a calculation rule on pricing on what type of formula or calculation should be applied in a transaction. Pricing procedures defines all the valid condition types, calculation of that condition types in any transaction.

Every pricing procedure have different type of condition types. The condition types are the calculation rule of  prices. How you want to calculate the price, whether you want to give the discount to the price or charge some taxes.

Pricing procedure determination is influenced by following elements:
– Sales organization
– Distribution channel
– Document pricing procedure (assigned to transaction type)
– Customer pricing procedure (assigned to business partner as billing data in sales area data)
– Division (optional)

Apart from Condition types, there is one more important concept in pricing, and that is Access Sequence. Access sequence is basically a search strategy which system uses to find a data in condition type.

Creating Pricing Procedure

Though the pricing procedure topic is a very vast topic. But for basics, there are two simple steps in creating a princing procedure. First we make a copy of the standard sap crm pricing procedure. Then we determine that pricing procedure in our transaction. Lets see how..

Go to SPRO > CRM > Basic Functions > Pricing > Define Setting for pricing > Create Pricing Procedure.

Select OCRM01 or OCRM02, which is SAP standard pricing procedure. Copy As, and edit it with a new name and description.

This will create a pricing procedure in CRM. Now, We have to Determine this pricing procedure in the transaction.
Go to  SPRO > CRM > Basic Functions > Pricing > Pricing in Business Transaction > Determine Pricing Procedure.

Make a new entry with your Sales Organization, Distribution Channel, Division, Document Pricing Procedure which should be B which is standard w/o tax, Customer Pricing Procedure should be 1 which is standard and the pricing procedure which we created in earlier steps.

Save the entries and your pricing determination is done.
Some basic thing you should keep in mind before using the pricing procedure.

Go to org structure, and make sure you have selected correct currency in the attribute section.

Make sure the customer pricing procedure and currency is maintained in the Billing section of respective BP.

Marketing Plan and Marketing Strategy


Marketing Plan and Marketing Strategy

Marketing in today’s scenario is very important. To put simply, marketing is the action or business of promoting and selling products or services. Today if you want to see your product, getting your product known is very important. to make market and customer aware about your product is essential for your business growth. Marketing product or services generates customer awareness and demand for your product. Marketing basically begins with a strategy and plan.

Marketing Strategy and Marketing Plan. ?

Marketing strategies are nothing but what goal you want to accomplish, whereas a marketing plan contains all the details of how you are going to achieve your goals. With a proper marketing plan and its execution, you make sure your customer know about your product or services you are offering.

Marketing Plan and Campaign

Marketing Plan is top level plan which consists of all the other plans and campaigns. A marketing plan mainly consists of Campaign. Campaigns runs on the basis of what objectives and tactics you would need to fulfil your marketing plan. So basically A marketing plan can be structured as


One of the main business activities in CRM marketing is the business to the client interaction. This simply means a company want to interact with large number of customers or prospect customer. In such scenario Campaign management is used for carrying out marketing campaign as per marketing plan. The two elements of campaign – Objectives and Tactics.

In SAP CRM Web Ui, there is a particular profile for Marketing professional where all the marketing activities are done. It is called MARKETINGPROFESIONAL.

Prerequisites concepts for creating a Marketing Plan. 

There are some concepts we need to have in order to create a successful marketing plan. Those are
– How to configure marketing plan profile.
– Define types and objectives
– Segmentation and creation of External Lists
– Mailforms

How to configure and define marketing plan profile.

For configuring marketing plan profile we need to go to GUI. Go to SPRO > CRM > Marketing > Basic Data > Define Types Objectives and Tactics. Copy from the standard for marketing plan, and give a short name

  • A new marketing plan is created.
  • Now do the same for campaign. Copy from the standard.
  • A new campaign is created.
  • Now we have to define objectives and tactics for our campaign. To do so go to SPRO > CRM > Marketing > Basic Data > Define Objectives
  • Create a new objectives under any name. Create a suitable objective.
  • A new objective to reach “1 million sale” is created.
  • Now go to define tactics. Tactics are generally that through which we wants to achieve our objectives.Here we will be creating those tactics that will fulfil our objectives of 1 million sales. For tactics, go to SPRO > CRM > Marketing > Basic Data > Define Tactics
  • Go to new entry to create tactics. Here we will create some tactics which will be useful for company to achieve the objectives.
  • Now again go to SPRO > CRM > Marketing > Basic Data > Define Types Objectives and Tactics. Select your marketing plan and click on Objectives
  • Select new entry, and enter the objectives you created in earlier steps.
  • Now select this objective and go to tactics.
  • Select New entry and look for the tactics which you have created for above objectives.
  • We have selected the tactics for our objectives.

This was all of the configuration related to a marketing plan and campaign which are done in GUI. There are two more concepts for Marketing plan. Those are Segmentation and Mail forms.


Campaigns in marketing plan are executed for a certain segment. The segment is the target the campaign is executed for.

First we create attributes for BP segmentation maintaining data source for segmentation. We create a target group using segmentation and then target group are used with marketing activity to address a particular set of customers or prospects. 
External List Management 
We can create a target group for segmentation by using external list also. External List Management is used for uploading BP to the CRM externally. There are two steps in external list management – 
1. Define a mapping format 
2. Maintain address list. 

Lead Management in SAP CRM Marketing


What are Leads?

In marketing or sales lead is the initiation of consumer interest or inquiry into products or services of a business.Both customers and prospects can be considered as Lead.

Leads facilitate your companys chance to make business. With leads, you can provide a streamlined link between marketing and sales so as to accelerate the process between first interest and sales. Leads can help you to find out more about a potential business. Leads can be generated on the basis of activities or can be the basis for follow-up activities. Leads can also be generated by various channels – Interaction channel, telemarketing, Internet Sales or External Lists. 
Lead Management 
To create a lead, go to customizing transaction types. Use the tcode – crmc_process_ma
Select transaction type “Lead” which is standard sap crm for lead. Copy As and edit the name to make your entry. 
Create your own lead transaction type. 
Make sure you have these entries like ‘Web Ui’, ‘IC’ in Channel list. Otherwise this transaction type wont be visible in CRM Marketing Web UI. 
Now go to Marketing Professional, Select Marketing – Create – Lead.
Select your transaction type for lead which you have just created.
The general data field is pretty much simple. Enter an ID, Description, Prospect. 
You can add this list to the campaign type which you have created. 
Under classification type you can choose three important classification of leads i.e Priority, Origin and Group. Priority is nothing but what is priority level of your lead. Origin is from where you have acquired this lead. Lead Group is category where your lead belongs to.

Under general data, there is a qualification level. These qualification level should be entered manually or through the surveys in lead. 
There can be many other data field under Leads like Partner involved, Notes, Assessment etc. These can be either maintained manually or can be customized according to the needs. 
Lead Priority, Origins and Groups.

Setting up Lead Priority 

Go to SPRO > CRM > Transactions > Settings for Leads > Define Lead Priorities 
There are lead priority available in the system, you can choose from them or make your own entry. to do so click on New Entry.
Give a new name for your priority and save it.
Your new priority has been created. 

Setting up Lead Origins 
Go to SPRO > CRM > Transactions > Settings for Leads > Define Lead Origins 
Just like lead priority, you can either select from the one avialable in the system or just make a new entry by clicking on New Entry button. 
Setting up Lead Group

Go to SPRO > CRM >  Transactions > Settings for Leads > Define Lead Groups

Just like the lead priority and origins, you can either select from the one available in the system or can make a new entry by clicking on New entry button. 
I am making a new entry in lead group as ‘My Important List’.
Now check the entries again in Marketing professional.
Go to Marketing – Create – Lists, and check whether our newly created origins, groups and priority are avialble in the system.
It is available there. Similarly you can check for Lead origins and priorities. 
That was all about basics of Lead Management. We will learn about Surveys or Assessments in Lead Management in next post. 

Mail Forms


What is a Mail Form

Mail Form

The mail form is the template for the mail that is sent. Personalized emails can be used to send marketing information to the target group of customers. Through mail form, we can create mail and send it to our preferred target groups.

For configuring mail form, go to Marketing – Create – Mailforms.

Mailform uses BTF Editor. The editor provides a design view for maintaining and formatting emails. This is how mail form editor looks like.

Now if we closely look at the header, there is a mail form id, in which you can give the new id for mail forms. In subject, you personalize the subject by providing attributes for first name or last name of whatever attribute you want to appear in the subject of your mail. I have chosen here Name as attribute. To choose attribute, Click on Insert Attribute – Variables – Attribute – Select your attribute from list of attributes.

The final format of the subject looks like this. It is a personalized mail where “%SAP_A1” will be replaced by the name of business partners.

The body of mail looks like this. With the help of tools available like pictures, attributes and hyperlinks you can personalize your email.

For sending this personalized email, click on Test Send and preview.

Select the business partner, sender and receiver emails and click on Send button. 

Once the test send function is used the mail is sent to the outbound Q and can be checked in transaction SOST. This was all the basics about Mail forms.

In next post we will see about how to configure Marketing Plan. 

External List Management

External List Management.

External List Management.
For external list management, we upload a list provided by third party to crm database and then map the data. Steps for External list management are 
Suppose we have to upload a list with xyz file name containing list of prospect customer with whom company wants to interact. We will first fetch that excel file containing all the information.

Save that excel file with tab delimited extension.

Now go to marketing professional. Under Marketing, Select create mapping format.

Give a new ID and name to your mapping format. Upload the excel file which you have.

Choose the option Tabulator Delimiter, In Target field filter select Person and hit Refresh button.

Field mapping will be populated.

Now, Map the all the attributes according to their names. Like First name should be mapped to the First Name target field. For mapping, select both the field and click on the Map button.

Now mapping is completed. Click on back button.

Save this mapping format.

Your newly created mapping format is saved. 
External List Management 
To create a external list, Go to Marketing, Create – External List.

Give a new Id and description. Select your mapping format. Select End of use of date for this data. 

In Process steps, upload the same excel file which you used during mapping of the external data. Select “Add to new target group” so that a new target group is created. Select the options for processing of steps. You can schedule it for later or select Start Intermediately.

Click on Start button.

Your new External list is created and a target group is also set. 
Now in the next post we will see how we create a mail form. 

Product Master in SAP CRM

In SAP CRM, product master is used to manage different types of products an organization uses for its business transaction. Products are goods which are the object of a company’s business activities. Products can be tangible, such as a PC, or intangible, such as services like PC maintenance.
There are 5 types of product in CRM, which are –

1. Materials – Materials are any tangible trading goods like television, laptop etc.  In ERP system it is known as Material Master(goods). Materials are basically created in ERP and then replicated to CRM system. But it is also possible to create materials in CRM and then replicate it to ERP system.
2. Services – Any thing related to service industry like maintenance or repair or providing need based service belong to this category.
3. Warranties – Warranty are generally product specific. It is a guarantee, issued to the purchaser of an article by its manufacturer, promising to repair or replace
4. Financing – Any finance related or renting objects like taxi hire belong to this category.  This is industry specific materials.
5. IP (Intellectual Properties) – Like financing, IP is also industry specific. It is mainly used in media industry for example – copyright.

Structure of CRM product master

Basically CRM product master is a collection or arrangement of various set types that contain specific data. The structure of SAP CRM can be understood by following figure.

Relationship of products

Accessories relationship plays a very big role in CRM product catalog. Product proposals can be made to the customer to boost internet sale. If a customer adds a product to shopping cart, additional product can be suggested to the customer via the relationship “has accessories”. Some of the other relationship types are – Financed by
Content provider

Creating a product in SAP CRM

Tcode for product master in sap crm is – commpr01

We will be creating a new product in the material category. So, we will select material.There are many set of base categories available. We will select one of them as click on continue.

Give a short name and description for your product. In basic data for category, Select “Norm” in Item category. “Norm” is used for sales item. Select Division for the product. Select a base unit for measure..here we are EA which stands for ‘each’.

In Sales and distribution tab, assign the name or sales organization and division for your product.

For pricing and condition, go to Conditions tab. In condition tab, click on the price conditions button and select Price.

Select the Sales organization, price for the product and currency. Save the entry.

Your new product has been created in SAP CRM.

Now, we can define relationship for the product also. There are many relationship you can maintain. In this example I have provided a simple example of manufacturer.

This way you can create and maintain a product and its relationship.

Enhancing The Product Master

Various elements needed to enhance the product master are –

Set Types

The following picture explains these elements used in enhancing the product master.

Let’s know in detail about these elements.

Categories and Product Hierarchies –

Categories and hierarchies are used to group products and individual objects according to different criteria. The purpose of a hierarchy will depend on the business criteria involved and your company’s requirements.

A hierarchy can be multi-level and be used for control or informative purposes.

Categories are arranged in hierarchies. All lower-level categories inherit the product type and the set types of the higher-level category. Additional set types can be assigned to lower-level categories.

An example is shown below:

Set Types and Attributes 

Attributes are used for describing a product or individual object. They are combined in set types and saved there. A set is a specific instance of a set type. Set types are stored in the system as database tables. Using set types makes possible a detailed modeling of products and individual objects in the system.

Certain set types (SAP standard set types) are predefined in the standard system. If these are not sufficient for your purposes, you can also define your own set types and assign attributes to them. You can use both the attributes predefined in the standard system for this, as well as attributes you have defined yourself (including your own value ranges). However, it is not possible to assign your own attributes to the standard set types delivered by SAP.

Set types are defined for use in product and object maintenance. A set type is only permitted for a product or individual object if it assigned to the category that you subsequently assign the product or individual object to.

In product / object maintenance, the permitted set types appear in the individual views (that is, tab pages) of a product / individual object as shown in the following graphic:

Maintaining Set types and attributes.
Go to tcode – comm_attrset 
Select Attribute first, give it a short name. and click on “create” button.

Make two or three attributes for your single product, like your product number and model number of laptop could be the two attributes.

Now, select Set type. Set types are used for grouping the attributes together. Give a name and then click on create button. In the definition section of set type, give a description, select material.

Go to Assigned attribute tabs, select the attributes you have created earlier. Save the entry.

Now your set types and attributes has been created. 
Configuration of Categories and Hierarchies. 
Use the tcode – comm_ hierarchy for hierarchies.
Give a new name and description for your hierarchy.

Create a new category with a name and description.

Under category data, maintain all the relevant field. Add your set type created earlier in this field. View Id should be Basic.

Now your new category and hierarchy are maintained.

If you want to use this category and hierarchy in Product Master, you can do so by going to that particular product. Under Product Categories field, search for the hierarchy and save the entry.

Once you have saved the entry, under General tab the new category will be visible.

This was all the basics about Product master in SAP CRM