CRM Settings for Master Data

1 Purpose
The purpose of this document is to describe the general configuration steps required to manually set
up the configuration within the system landscape that has already been installed using the
corresponding installation or configuration guides for installation.
If you do not want to configure manually and prefer an automated installation process using BC Sets
and other tools, refer to the Quick Guide of your SAP rapid-deployment solution that is attached to the
SAP Note.
This document supplements the existing Customizing documentation in the Implementation Guide
(IMG) and provides additional information where required.

2 Preparation
2.1 Prerequisites
Before you start installing this scenario, you must install the prerequisite building blocks. For more
information, see the Building Block Prerequisites Matrix for your SAP rapid-deployment solution. You
will find this document in the content library, attached to the Step-by-Step Guide.

3 Configuration
The following section describes the complete settings for this building block. These settings can be
divided into three main groups:
Prerequisite settings that have to be checked and which were delivered by SAP (as part of the
standard delivery)
The term Check refers to these prerequisite settings.
Settings defined by the customer (in the customer namespace and customer-specific):
The system uses automation to request individual customer settings during the
personalization process. These settings can be initial or reused from existing SAP S/4HANA
layers and are indicated in the text by <your value>.
Additional settings that need to be made, covered either by automation or manual configuration (in
the customer namespace).
The term Create refers to these additional settings in the text.

3.1 Business Partner Settings

3.1.1 Activation Switch for Functions
Use
You can activate generic functions for the business partner in this IMG activity.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG Path Cross-Application Components SAP Business Partner
Activation Switch for Functions
2. On the Change View Change View Activation Status for Functions: Overview screen, make the
following updating:
 Development Active Description

BUT020 X Time Dependency BP Addresses

BUT0BK X Time Dependency BP Bank Data
BUT100 X Time Dependency BP Roles
3. Choose Save(Ctrl+S).
4. Choose Back(F3).

3.1.2 Maintaining Legal Entity

Use
In this activity, you define Legal Entities.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG Path Cross-Application Components SAP Business Partner
Business Partner Organizations Maintain Legal Entity
2. On the Change View BP Legal Entity: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, make the following entries:
LegEnty Name PrivateLaw

01 Public Sector Bank

02 Private Law Bank X
03 Private Law Company:
Insurance
04 Private Law Company: Industry
05 Other Body of Public Law
06 Municipal Body
07 Rail
08 Mail
09 Public Law Bodies
10 Private Law Property
Companies
4. Choose Save(Ctrl+S).
5. Choose Back(F3).

3.1.3 Creating Number Ranges for Business Partners

Use
Define number ranges for business partner in CRM system. Before doing this, please check in
S/4HANA system to get an unused number range interval. If the given interval is already used, please
change it accordingly and also do the same change in S/4HANA.

Procedure
1. Access the activity using one of the following navigation options:
Transaction code BUCF
 SAP CRM IMG menu Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and
Groupings Define Number Ranges.
4. Choose Insert interval.
5. Enter the following User action and values:

User action and

Field name Remarks
values
No. X1
From number 1100000000

To number 1199999999

Current number
Ext

6. Choose Insert (Enter).

7. Choose Save (Ctrl+S).
8. Confirm the information window Transport number range intervals with Continue (Enter).
9. Repeat step 4 to 8 with following number range.
No. From Number To number Ext
X2 1200000000 1299999999 X
X3 1300000000 1399999999

3.1.4 Defining Grouping

Use
Create groupings for business partner in CRM system.

Procedure
1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and
Groupings Define Groupings and Assign Number Ranges

2. On the Change View BP groupings: Overview screen, choose New Entries (F5).
3. On the New Entries: Overview of Added Entries screen, enter the following User action and
values:
Field name User action and values Remarks
Grouping YN01
Short name CRM to S/4HANA
Description (EN) CRM -> S/4HANA
Number range

External Internal number assignment is

required.

4. Choose Save (Ctrl+S).

5. Select a customizing request.
6. Repeat step 2 to 5 with following fields.
Grouping Short name Description Number External Int.Std. Ext.Std
Range Grping Grping
YN02 S/4HANA to S/4HANA ->
CRM CRM
YN03 Employee Employee

3.1.5 Assigning Number Ranges

Use
Assign number ranges defined in previous step to groupings.

Procedure
1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu Cross-Application Components SAP Business Partner
Business Partner Basic Settings Number Ranges and
Groupings Define Groupings and Assign Number Ranges

2. On the Change View BP groupings: Overview screen, make the following entries:.
Grouping Short name Description Number External Int.Std. Ext.Std
Range Grping Grping
YN01 CRM to CRM -> X1 Selected
S/4HANA S/4HANA
YN02 S/4HANA to S/4HANA -> X2 X Deselect
CRM CRM ed
YN03 Employee Employee X3 Deselect
ed
3. Choose Save (Ctrl + S).
4. Select a customizing request.