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SAP CRM: Technical Principles and Programming

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Product Details

ISBN:
978-1-59229-439-8
Author:
Stephen Johannes
Type:
Hardcover, 437 pages
Year:
2013

Product Description and Table of Contents

• Understand SAP CRM’s technical landscape and how it differs from the rest of the SAP Business Suite
• Learn about the SAP CRM data model and how to load and extract data
• Explore the most useful enhancements in SAP CRM

If you’ve ever had to work on the SAP CRM backend, this book is the resource you’ve been waiting for. You’ll establish a working knowledge of SAP CRM architecture, and then learn how to use the development tools and options that SAP provides to tailor the system. You’ll also follow a simple development example throughout the book that will help you apply the programming logic you’ve learned to real-world situations.

SAP CRM Basics
Build an essential SAP CRM foundation: learn about technical design, data modeling and BAdIs, and development tools and techniques.

Data Modeling Tools
Once you understand the SAP CRM data model, discover how to use the Application Enhancement Tool, marketing attributes, and more to extend and enhance the data model to meet business requirements without coding.

Code Logic
Find the code you need to effectively work with SAP CRM, and also learn detailed coding logic to be able to create your own code.

Configuration and Enhancements
Learn how to input business logic with the BTE framework, enhance the open channel for Campaign Management, and much more.

Common Enhancement Requests
Understand the requests that businesses commonly make in sales, service, marketing, and analytic processes, and learn how to modify the SAP CRM system with the right tools to fix these gaps.

Highlights

• Data model
• Business partners
• XIF adapter
• Business transaction event framework
• Post Processing Framework (PPF)
• Application Enhancement Tool
• One order framework
• Custom code and enhancements
• Data extraction and loading
• BAdIs and function modules
• Reporting and analysis

The Author

Stephen Johannes has worked with SAP CRM as a developer since 2001, providing enhancements to the standard platform for SAP customers in both consulting and application support roles. He currently supports a large, specialty chemical company in the US and is a moderator for the SAP Community Network.

Table of Contents

  • ... Acknowledgments ... 13
  • ... Introduction ... 17
  • 1 ... Understanding the Basic Architecture of SAP CRM ... 25
  • 1.1 ... Defining Customer Relationship Management ... 25
  • 1.1.1 ... Sales ... 28
  • 1.1.2 ... Service ... 31
  • 1.1.3 ... Marketing ... 32
  • 1.1.4 ... E-Commerce ... 34
  • 1.1.5 ... Interaction Center ... 34
  • 1.2 ... Reasons for a Separate SAP CRM System ... 35
  • 1.2.1 ... Performance ... 35
  • 1.2.2 ... Development Cycles ... 36
  • 1.2.3 ... Mobility ... 36
  • 1.2.4 ... Non-SAP Systems ... 37
  • 1.2.5 ... Target User Base ... 38
  • 1.3 ... Technical Landscape of SAP CRM ... 38
  • 1.3.1 ... System Components ... 39
  • 1.3.2 ... User Interface ... 41
  • 1.3.3 ... Recommended Landscape ... 44
  • 1.3.4 ... SAP CRM Middleware ... 45
  • 1.3.5 ... Data Model ... 47
  • 1.3.6 ... Development Tools ... 47
  • 1.3.7 ... Reporting ... 49
  • 1.3.8 ... Supporting SAP CRM ... 50
  • 1.4 ... Summary ... 51
  • 2 ... The SAP CRM Data Model ... 53
  • 2.1 ... Data Model Background ... 53
  • 2.1.1 ... SAP ERP Data Model for Sales ... 54
  • 2.1.2 ... Segments and Tables ... 54
  • 2.1.3 ... Major Objects of the SAP CRM Data Model ... 55
  • 2.2 ... Business Partners ... 55
  • 2.2.1 ... Business Definition ... 55
  • 2.2.2 ... Technical Definition ... 56
  • 2.3 ... Products ... 69
  • 2.3.1 ... Business Definition ... 70
  • 2.3.2 ... Technical Definition ... 70
  • 2.4 ... One Order: SAP Business Transaction ... 77
  • 2.4.1 ... General Design ... 78
  • 2.4.2 ... Programming with One Order ... 85
  • 2.5 ... Marketing Attributes ... 94
  • 2.5.1 ... Business Definition ... 94
  • 2.5.2 ... Technical Definition ... 95
  • 2.5.3 ... API Function Modules ... 102
  • 2.6 ... Summary ... 103
  • 3 ... Data Model Extension Techniques ... 105
  • 3.1 ... Easy Enhancement Workbench ... 105
  • 3.1.1 ... Add a New Field ... 106
  • 3.1.2 ... Create an Extension ... 109
  • 3.1.3 ... Specify New Fields to Be Added ... 112
  • 3.2 ... Application Enhancement Tool ... 118
  • 3.2.1 ... Launching the AET ... 119
  • 3.2.2 ... Adding a New Field ... 119
  • 3.2.3 ... Adding a New Table ... 127
  • 3.2.4 ... Conclusion ... 137
  • 3.3 ... Manual Enhancements: Don’t Try This at Home ... 137
  • 3.4 ... Marketing Attributes ... 138
  • 3.4.1 ... Creating New Marketing Attribute Sets ... 138
  • 3.4.2 ... Create a New Attribute or Choose an Existing Attribute ... 139
  • 3.5 ... Product Master Attribute Sets ... 144
  • 3.5.1 ... Create a New Attribute for a Product ... 144
  • 3.5.2 ... Create a New Set Type ... 147
  • 3.5.3 ... Assign the Set Type to a Product Category ... 150
  • 3.6 ... Summary ... 154
  • 4 ... Business Transaction Event Framework ... 155
  • 4.1 ... Introduction to the Business Transaction Event Framework ... 156
  • 4.2 ... The Three Main Components of the Business Transaction Event Framework ... 157
  • 4.2.1 ... Customizing Data ... 157
  • 4.2.2 ... Framework Code ... 171
  • 4.2.3 ... Event Handlers ... 174
  • 4.3 ... Standard Delivered Events ... 176
  • 4.3.1 ... Review Business Transaction Event Framework Customizing ... 177
  • 4.3.2 ... Review Logic ... 177
  • 4.3.3 ... Business Object Categories for Transactions ... 178
  • 4.3.4 ... Code Field Updates ... 179
  • 4.3.5 ... List SAP-Delivered Event Handlers ... 180
  • 4.4 ... Event Trace ... 181
  • 4.4.1 ... Prerequisites ... 182
  • 4.4.2 ... Review the Trace ... 182
  • 4.5 ... Creating an Event Module ... 185
  • 4.5.1 ... Determining the Correct Event ... 186
  • 4.5.2 ... Creating the Function Group ... 187
  • 4.5.3 ... Building the Function Module ... 190
  • 4.5.4 ... Common Code Structure ... 194
  • 4.5.5 ... Registering the Function Module ... 196
  • 4.6 ... Summary ... 200
  • 5 ... Data Extraction and Loading with the XIF Adapter ... 201
  • 5.1 ... Introduction to the XIF Adapter ... 201
  • 5.1.1 ... Design Benefits ... 202
  • 5.1.2 ... Structure of an XIF Remote-Enabled Function Module (RFC) ... 202
  • 5.1.3 ... Finding an XIF Module ... 203
  • 5.2 ... Loading Data via the XIF Adapter and the Legacy System Migration Workbench ... 204
  • 5.2.1 ... Identifying the Target XIF Adapter ... 205
  • 5.2.2 ... Creating a New LSMW Data Conversion Project ... 205
  • 5.2.3 ... Setting Up the LSMW for Inbound IDoc Processing ... 207
  • 5.2.4 ... Mapping the Flat File in LSMW ... 214
  • 5.2.5 ... Running the Conversion Programs ... 223
  • 5.2.6 ... Troubleshooting the Conversion Program ... 223
  • 5.3 ... Loading Data via XIF and Custom Code ... 225
  • 5.3.1 ... Required Data Segments ... 226
  • 5.3.2 ... Putting It All Together ... 229
  • 5.3.3 ... Example: Creating a Product ... 233
  • 5.3.4 ... Example: Creating a Business Partner ... 236
  • 5.4 ... Extracting Data via the XIF Adapter ... 238
  • 5.4.1 ... Create a Logical System ... 239
  • 5.4.2 ... Create Receiver Port ... 240
  • 5.4.3 ... Create Partner Profile ... 241
  • 5.4.4 ... Create an XIF Adapter Site ... 242
  • 5.5 ... Summary ... 243
  • 6 ... The Post Processing Framework: Output and Actions ... 245
  • 6.1 ... Introduction to the Post Processing Framework (PPF) ... 245
  • 6.2 ... Customizing ... 247
  • 6.2.1 ... Standard Delivered Action Profiles ... 247
  • 6.2.2 ... Actions ... 249
  • 6.2.3 ... Condition Configuration for Actions ... 259
  • 6.2.4 ... Creating a New Action Profile ... 267
  • 6.2.5 ... Assigning the Profile to a Business Transaction ... 272
  • 6.3 ... Action Scheduling ... 272
  • 6.4 ... Using Actions for Nonoutput Tasks ... 278
  • 6.4.1 ... Standard Delivered Method Calls ... 279
  • 6.4.2 ... Creating a New Method Call ... 279
  • 6.4.3 ... Implementing the IF_EX_EXEC_METHODCALL_PFF Interface ... 283
  • 6.4.4 ... Method Action Customizing ... 285
  • 6.5 ... Summary ... 290
  • 7 ... Common Enhancement Requests in Sales and Service ... 293
  • 7.1 ... Requiring Fields in a Business Transaction ... 294
  • 7.1.1 ... Business Scenario ... 295
  • 7.1.2 ... Incompletion Procedure ... 295
  • 7.1.3 ... Using Segment BAdIs ... 301
  • 7.1.4 ... ORDER_SAVE BAdI ... 307
  • 7.2 ... Defaulting Values in a Business Transaction ... 313
  • 7.2.1 ... Business Scenario ... 313
  • 7.2.2 ... Segment BAdI ... 313
  • 7.2.3 ... Business Transaction Events ... 315
  • 7.3 ... Custom Date Rules ... 317
  • 7.3.1 ... Business Scenario ... 317
  • 7.3.2 ... Create New Date Rule ... 318
  • 7.3.3 ... Store the Result ... 322
  • 7.4 ... Partner Determination Access Rules ... 327
  • 7.4.1 ... Business Scenario ... 328
  • 7.4.2 ... Configuration Only Method ... 328
  • 7.4.3 ... Configuration and BAdI Implementation Method ... 338
  • 7.5 ... Organization Model Access Rules ... 340
  • 7.5.1 ... Standard Delivered Rules ... 341
  • 7.5.2 ... Creating a Custom Rule ... 342
  • 7.6 ... Summary ... 347
  • 8 ... Common Enhancement Requests in Marketing ... 349
  • 8.1 ... External List Management BAdI ... 350
  • 8.1.1 ... BAdI Overview ... 350
  • 8.1.2 ... Method CREATE_BUSINESS_TRANSACTIONS ... 351
  • 8.1.3 ... Method CREATE_BUSINESS_PARTNERS ... 364
  • 8.2 ... Open Channel BAdI for Campaign Execution ... 365
  • 8.2.1 ... Campaign Customizing for Open Channel Use ... 366
  • 8.2.2 ... Implementing the Open Channel BAdI ... 368
  • 8.2.3 ... Testing the BAdI ... 373
  • 8.3 ... Summary ... 377
  • 9 ... Common Enhancements in Analytics and Reporting ... 379
  • 9.1 ... SAP NetWeaver BW Data Source Enhancements via BAdIs ... 380
  • 9.1.1 ... Enhance the Data Source Structure ... 381
  • 9.1.2 ... Extractor Program Logic ... 385
  • 9.2 ... Interactive Reporting Enhancements ... 393
  • 9.3 ... Displaying Custom Reports Using the Transaction Launcher ... 396
  • 9.3.1 ... Setting Up the SAP GUI for HTML ... 397
  • 9.3.2 ... Defining the URL for the SAP Web Client ... 397
  • 9.3.3 ... Configuring the Transaction Launcher ... 398
  • 9.4 ... Summary ... 406
  • 10 ... When All Else Fails ... 407
  • 10.1 ... Implicit Enhancements ... 407
  • 10.1.1 ... Create an Implicit Enhancement ... 408
  • 10.1.2 ... Common Uses of Implicit Enhancements ... 409
  • 10.1.3 ... Upgrades ... 413
  • 10.2 ... Core Modifications ... 414
  • 10.3 ... Community Resources ... 416
  • 10.3.1 ... SAP Community Network ... 416
  • 10.3.2 ... SAP User Groups ... 421
  • 10.3.3 ... Social Media ... 422
  • 10.4 ... Summary ... 423
  • ... Appendices ... 425
  • A ... Common Mistakes When Setting Up an SAP CRM Development System ... 425
  • B ... The Author ... 429
  • ... Index ... 431



Product Reviews


Showing reviews 1-4 of 18 | Next

  1. Another Masterpiece

    Posted by Aditya on Apr 1st, 2014

    This is a mandate to deliver quality stuff.The details which this book has are so handy and helpful to every consultant.


  2. Excellent book

    Posted by Anonymous on Oct 25th, 2013

    Must have book for all CRM consultants.


  3. Excellent!

    Posted by @bussonnick on Oct 9th, 2013

    I liked this book for all the good reasons that you'll find in the reviews below this one. But the reason why I LOVED it so much lies in the tips and tricks that Stephen is sharing here and there to make your life easier when implementing sap crm. Because this is definitely a *special* module among sap applications. So it's good to see that when your colleagues working on ECC disagree with what you're saying, you might be outnumbered, but right.
    I've been working on crm for ten years now, and won't forget to bring this book with me for my next meetings! Thank you very much Mister Johannes.


  4. Captures most of the CRM Technical Principles

    Posted by Srini Jasti on Sep 26th, 2013

    It would have been great if the background , architecture and the communication with IPC were also discussed . Hope to see that in another book ?


Showing reviews 1-4 of 18 | Next

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