Setting up RFC connection between cProject and DMS (Document Management System)

Setting up RFC connection between cProject and DMS (Document Management System)

C Project and SAP DMS integration is required so that functionality of storing data via cProject in SAP DMS is enabled.

·          It mandatory that DMS is already configured in ECC to utilize functionality if DMS.

·          It is also important that RFC connection between CRM server and ECC is set.

·          cProject and DMS are linked together

I have tried to show you step to set up RFC connection between  DMS  and CProject.

SPRO – Collaboration Project – Documents – Define Object for Links for Documents in DMS

SPRO – Collaboration Project – Evaluations – Assign Extract Layouts to Project types

SPRO – Cross Application Components – SAP Business partner – Business Partner – Basic Settings – Business Partner Roles – Define BP roles 

Make sure BUP003 exists

Transaction code - SM59

Return Order in ECC from CRM service Order

ControlObjective is to enable CRM service order to create return order only when required.

Prerequisite –

·         CRM service order is functional.

·         CRM and ECC areintegrated.

·         ECC sales order is functional and has same name as CRM service order.

·         ECC sales order has external number range and CRM service order has internal number range.

Configuration –
IN CRM

Maintain Item category RET as alternative item category in CRM service order item category determination.

SPRO – CRM – Transaction – Basic Settings – Define Item category determination

Note: Maintain Usage as RERQ

Maintain copy control

SPRO – CRM – Transaction – Basic Settings – Copy control for Business transaction – Define Copy Control for Item Categories

Source Item Category	Z*(sales item category – copy of standard sales Item category)
Target Item Category	RET
Description	Damage Return
Copy Condition	D Copy all conditions

Define Action Profile

SPRO – CRM – Transaction – Basic Function – Actions – Actions in transaction- change action in condition -  Define action profile and actions

Create action profile

Action Profile	Z_order_Return
Description	Order Return
Category of Object Type	·         (Business Object Repository)
Object type name	BUS2000131
Context Class	CL_DOC_CONTEXT_CRM_ORDER

Save

Go to next level of configuration, click on Action Definition

Action Definition	Z_Damage_return
Description	Return
Processing time	3 Immediately
Processing time not permitted	No restrictions
Changeable in dialogue	*
Executable in dialogue	*
Display in tool bar	*
Determination Technology	Determination using Conditions that can be transported
Rule type	Workflow Conditions
Action Merging	Max 1 Unprocessed Action for each Action Definition

Go to next level of configuration, click on processing type

Assignment/ Change Using Value Help in List	Method call
Method	Copy_Item_Local

Click on Processing Parameters

Create

Element	ITM_Type_Usage
Name	ITM_Type_Usage
Short Description	ITM_Type_Usage
Tab Page Dtype
Structure	CRMT_ORDERADM_I_WRK
Field	ITM_TYPE_USAGE
Initial Value
	RERQ

Save

Element	ITM_Type
Name	ITM_Type
Short Description	ITM_Type
Tab Page Dtype
Structure	CRMT_ORDERADM_I_WRK
Field	ITM_TYPE
Initial Value
	RET

In ECC

Define Usage

SPRO – Sales and Distribution – Sales document type – Sales Document Item – Define Item Usage

Maintain – RERQ as usage

SPRO – Sales and Distribution – Sales document type – Sales Document Item – Assign Item Categories

Saty	ItCGr	Usg	Hlevlitca	DfItca	Mltca
Z*(sales order same as CRM service order type	Norm	RERQ		Z*(same as CRM item category)	RET

Maintain copy control for Return delivery for ECC sales order which is mapped to CRM service order

Logistic execution – shipping – copying control – specify copying control for deliveries

Click on header

Target delivery type	LR
Source sls doc. Type	Z*
Order Requirements	001
Combination Requirmt	051
Header Data	001

Save 

Executing Transaction

Create Service Order – enter partner data – Enter Product (this material should be available in ECC) – Got o Action tab page – Select material and manually activate action – Save.

Result

Product will duplicate as another line item with ‘Item Category -RET’.

Product will duplicate in ECC with Item category RET – Create a delivery with reference to order in ECC it will create return delivery.

TTE Condition record not found

One of the reasons for condition record data not being fetched is access sequence mapping in TTE

I have taken example solution of TTE in Indian Scenario this applicable to service tax, VAT (Value Added Tax), Excise duty, CST (Central Sales Tax). There are standard condition types available for CST, VAT and excise in CRM so this may not be as much applicable unless you want to further customize it but this example holds good for service tax as there is not service tax condition type available in CRM. You may have no choice than to create one by yourself.

Example solution:-

If you have maintained condition records for Product Tax Group which would be table SAPR0103. In the access sequence 1001 (corresponding to condition type 1001), in the fields of the table SAPR0103 the source field for product tax group is PRTXGRP_0101.
In the tax type customization for country IN and tax type ZABC, the tax category is set as 4 (Other Tax or Fee). The source field with which the access is done is PRTXGRP_0X0Y where OX is tax category id and 0Y is the tax type Id. Thus, in this case, the access is done with source field PRTXGRP_0401 whereas the access sequence 1001 has the source fieldPRTXGRP_0101 for the condition table SAPR0103 (where you have maintained condition record). Consequently, no condition record is found.

In order to make use tax type ZABC with tax category 4(Other Tax or Fee) so that condition records are fetched from table SAPR0103 it would be necessary to create a copy of the tax procedure 100002 and change it to your needs.

However, the following changes would help:

1. Create a copy of the access sequence 1001(say Z001) and modify the source field name of product tax table SAPR0103 from PRTXGRP_0101 to PRTXGRP_0401.

2. Create a copy of condition type 1001(say Z001) and change the access sequence to the newly created access sequence (Z001).

3. Create a copy of the tax procedure 100002(say Z00002) and put the newly created condition type (Z001) in place of 1001.

4. Assign the newly created tax procedure (Z00002) to the tax event 111 in place of 100002.

5. Assign the newly created tax rate condition type (Z001) to the tax type ZABC in the tax type definition customization.

6. Refresh the customizing after the changes are done. spro->Cross-Application Components- Transaction Tax Engine->Utilities->Immediate Customizing Refresh

Condition type discription not appearing in pricing procedure - TTE CRM

Issue

TTE is mapped and working fine but not able to view description of condition type in pricing procedure

Step 1 :-  Goto IMG-> cross application component -> TTE-> Utilities -> Assign Objects from External Systems

Step 2 :- Select * -> select Tax Type Assignment -> maintain the mapping between CRM/SRM tax types and TTE tax types.