Thursday, January 23, 2014

CRM Implementation notes



PFCG Roles required for LORD (Lean Order management in CRM):

SAP_S_RFCACL
SAP_LO_SD_ORDER_MANAGEMENT

Middleware documents are in Dropbox/CMS/Gauri CRM folder
 

There is a short dump that occurs in the CMS erp system when CRM invokes standard RFCs.

We found a OSS note (1817375) that resolves this issue(Module
ERP_LORD_REMOVE_ACTIVE_FIELDS is not RFC-enabled).


SMTP Configuration
For SMTP Configuration on CRD system we required below details-

1) Default domain
2) Mail Host IP address
3)Port 25 allow in firewall.


Further to this, the Exchange Server must also be configured to allow SMTP relay from the CRM systems. If not then exchange will refuse send requests from CRD.

Lord mapping 
In ECC side we need to activate Lord mapping  this is manual  activity



Activate the following business functions in transaction SFW5 in ECC
1.       SD_01
2.       LOG_SD_CI_01
3.       LOG_SD_CI_02
4.       LOG_SD_SIMP_02
Org setup
Set Org units in PPOMA_CRM -  We can setup Sales org-dist channel-division , Sales office, Sales group here
Assign org unit to Business partner  through relationships in PP01 (or you can do from PPOMA_CRM -> Goto-> Detailed Object->Enhanced description)

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