SAP_CRM_Table

4.0 Data Retrieval

Linking Business Partner Tables logically

? BUT000 - contains the key as Business Partner Number – thus other details of

business partner such as Category, Type, Name, Language, Country, Contact Person etc can be obtained from it by using the corresponding BP Number.

? BUT0BK- Using the BP Number and Bank Detail ID, details such as Bank Account

Number, Account Holder’s Name, and Name of Bank Account etc can be obtained.

? BUT020 – ADRC – ADR2 – ADR6 is the link of tables used to get the Address Details of

the BP corresponding to Business Partner Number (obtained from BUT000) and the address number from BUT020 table.

? Roles of Business Partner can be obtained from the table BUT100.

? Contact Person and related details for a BP number (BUT000) can be obtained using

the table BUT051.

? Business Partner’s Roles and Relationship Details for BP number (BUT000) can be

obtained from BUT050.

Linking Service Contract Tables Logically

? CRMD_ORDER_INDEX: Contains GUID’s of all the transactions in CRM. Also provides a

link to connect Business Partner with the CRM Transaction.

? CRMD_CUSTOMER_H: Contains Additional Contract Details (enhanced fields), linked to

Header GUID.

? CRMD_CUSTOMER_I: Contains Additional Site Details (enhanced fields), links Header

and Item GUID’s for all the transactions.

? CRMD_ORDERADM_H: Contains Header Details. GUID field can be used to link with

CRMD_ORDER_INDEX.

? CRMD_ORDERADM_I: Contains Item Details. HEADER field can be used to link with

CRMD_ORDERADM_H (header guid).

Categorization of CRM Business Transaction based on Subobject Category

We have used Subobjects to categorize the Business Transactions in CRM for a leading ISU-SAP CRM implementation. Business Transaction Name SUBOBJECT CATEGORY Activity BUS2000126 Service Contract BUS2000112 Lead BUS2000108 Opportunity BUS2000111 Task BUS2000125 Utility contract item BUS2000147 Note:

1. For Example if you want to retrieve all the activities in CRM, pass the OBJECT_TYPE

as ‘BUS2000126‘ in CRMD_ORDER_INDEX table.

2. The Subobject Category can be customized for a business transaction from the transaction SPRO.

Page 9 of 14

5.0 Function Modules

Function Group BUBA_3 – Contains function modules to read and change business partner addresses, central data, bank details, payment cards, roles. Function modules for contact person and employee specific information retrieval / change are also included.

For most of the function modules that retrieve data, business partner number is passed as import parameter. Data is retrieved in the table specified in the interface. Return table returns status messages.

For most of the function modules that add business partner related details, business partner number and a table containing the details to be added are passed via the interface. Return table returns status messages.

5.1 Data Creation

Name GUID_CREATE BAPI_BUSPROCESSND_CREATEMULTI Description Create GUID for a Business Transaction Bapi to create Service Contracts programmatically. Pass the inputfields to be created in the contract. Note: BAPI_BUSPROCESSND_SAVE must be called after this function call to save the Service Contract. Bapi to save the Service Contracts. Initialize the creation of Ibase in CRM Create the Installed Base and its components. Note: Always call the function module ‘BAPI_TRANSACTION_COMMIT’ after call to any Bapi Initialize the changes to be done in Ibase in CRM Call this FM to save the changes in the Ibase Bapi to create Business Agreement for a customer Add invoice address for business partner. Pass the address type as 'rechnung' to add invoice address Add bank details for the business partner BAPI for business partner creation as Organization, Person or Group in general role. Same BAPI can be used to create Contact Person for the Business Partner Function module to establish the Business Partner and Contact Person Relationship. Pass the Relationship Category as ‘BUR001’ Add Role to Business Partner for e.g. Sold to Party ‘CRM001’, Contact Person ‘BUP001’ BAPI Add Tax Number for the existing Business Partner Create Classification Data for a Business Partner Create Business Agreement BAPI to create Contract. Populate the Header and Line Item Details before calling the BAPI BAPI_BUSPROCESSND_SAVE BAPI_ECRMISUTO_INIT BAPI_ECRMISUTO_CREATEMULTIPLE CRM_IBASE_INITIALIZE CRM_IBASE_SAVE BAPI_BUPA_FRG0130_CREATE BAPI_BUPA_ADDRESS_ADD BAPI_BUPA_BANKDETAIL_ADD BAPI_BUPA_CREATE_FROM_DATA BAPI_BUPR_RELATIONSHIP_CREATE BAPI_BUPA_ROLE_ADD BAPI_BUPA_TAX_ADD BAPI_BUPA_FRG0040_CREATE BAPI_BUPA_FRG0130_CREATE BAPI_BUSPROCESSND_CREATEMULTI

Page 10 of 14

5.2 Data Retrieval

Name BAPI_BUPA_ADDRESSES_GET BAPI_BUPA_ADDRESS_GETDETAIL BAPI_BUPA_ADDRESS_GET_NUMBERS BAPI_BUPA_BANKDETAILS_GET BAPI_BUPA_BANKDETAIL_GETDETAIL BAPI_BUPA_BANKDETAIL_NUMBERS BAPI_BUPA_CENTRAL_GETDETAIL BAPI_BUPA_EXISTENCE_CHECK BAPI_BUPA_GET_NUMBERS BAPI_BUPA_RELATIONSHIPS_GET BAPI_BUPA_ROLES_GET BAPI_BUPA_ROLE_EXISTENCE_CHECK BAPI_BUPA_SEARCH BAPI_BUPA_STATUS_GETDETAIL BAPI_BUPR_ACTIVITYP_EXISTCHECK BAPI_BUPR_CONTP_ADDRESSES_GET BAPI_BUPR_CONTP_ADDR_GETDETAIL BAPI_BUPR_CONTP_GETDETAIL BAPI_BUPR_EMPLO_ADDRESSES_GET BAPI_BUPR_EMPLO_ADDR_GETDETAIL BAPI_BUPR_EMPLO_GETDETAIL BAPI_BUPR_RELATIONSHIP_GET BAPI_BUPR_RELSHIP_CHECKEXIST BAPI_BUPR_RELSHIP_GET_DETAIL BAPI_BUPR_RESP_EMPLO_CHEKEXIST BUPA_PARTNER_CONTACT_SEARCH ECRM_ISU_COMP_BY_ADDRESS CRM_ORDER_GET_HEADER_GUID CRM_ORDERADM_H_READ_OW CRM_ORDERADM_I_READ_OW CRM_ORDER_READ Description Determine All Addresses Read Address Read Address Numbers Determine All Bank Details Read Bank Details Read Bank Details Numbers Read Central Data Check Existence of Business Partner Read Business Partner Numbers Determine All BP Relationships Determine All Roles Check Existence of Role Search Business Partner for Telephone, E-Mail, Address Business Partner: Read Status Check Existence of Contact Partner Relationship Read Contact Person Relationship Addresses Read Contact Person Relationship Addresses Read Contact Person Relationship Read Contact Person Relationship Addresses Read Employee Relationship Address Read Employee Relationship Read General Relationship Check Existence of General Relationship Read General Relationship Read Relationship of Employee Responsible Searches business partners for telephone, E-Mail, address Check for Existence of Ibase Get Header GUID for Item GUID pass ref_kind as b Read the Header Details for a Business Transaction. Pass the Header guid. Read the Line Item Details for a line item. Pass the line item guid. Get all the Service Contract details. Note: Pass the requested objects to fetch only the required details. This can also be used to get the details of activities/leads/opportunities etc. Get status of the Service Contract CRM_ORDER_GETSTATUS

Note: CRM_ORDER_READ Function Module

1. CRM_ORDER_READ is a function module which can be used to get the details of any business

transaction based on the Header GUID, Item GUID or both.

2. Always pass the IT_REQUESTED_OBJECTS structure to this function module to fetch the

required details only.

3. This function module can not be executed directly instead SAP has provided a report

CRM_ORDER_READ for the same for testing purpose. We can pass Business Transaction Number (Object ID), Header GUID or Item GUID to this report to get the required details.

Page 11 of 14

Some Exporting Parameters in CRM_ORDER_READ Function Module Return Structure Name Details Fetched ET_ORDERADM_H ET_ORDERADM_I ET_ACTIVITY_H ET_ACTIVITY_I ET_CUSTOMER_H ET_CUSTOMER_I ET_APPOINTMENT ET_PARTNER ET_STATUS ET_BILLING Header Details of a Business Transaction such as OBJECT_ID, PROCESS_TYPE etc. Item Details of a Business Transaction such as PRODUCT, PRODUCT_KIND, HEADER etc. Header Details of an activity such as PRIORITY, OBJECTIVE, Address Details etc. Item Details of an activity. Additional details at Header level Additional details at Item level All the dates at Header and Item level Partner Details at Header and Item level Status of Business Transaction at Header and Item level Billing related details for a Business Transaction both at Header and Item (This structure was enhanced in a leading ISU SAP-CRM implementation to include BUAG_ID(Business Agreement) field in a Service Contract Object List details such as PRODUCT Ref. Details of the previous Business Transaction ET_ORDPRP_OBJL_I_D ET_DOC_FLOW

5.3 Data Maintenance

Name BAPI_BUSPROCESSND_CHANGEMULTI Description Bapi to change Service Contracts programmatically. Pass the inputfields to be modified. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module. Save the changes made to the Service Contract. Just pass the Header_GUID of the service contract. Maintain the Dates for a Service Contract (Start Date, End date, Date of Sale, Planned Contract Start Date etc). Don’t forget to pass the input_fields to be maintained. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module. Maintain the user status of Service Contracts. Don’t forget to pass the input_fields to be maintained. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module. Change the Installed Base components Note: Always call the FM ‘CRM_IBASE_SAVE’ to save the changes done to Ibase Change Bank Details Delete Bank Details Change Central Data Change Address Delete Address Change Bank Details Delete Bank Details CRM_ORDER_SAVE CRM_APPT_MAINTAIN_SINGLE_OW CRM_STATUS_MAINTAIN_OW CRM_IBASE_COMP_CHANGE BAPI_BUPA_BANKDETAIL_CHANGE BAPI_BUPA_BANKDETAIL_REMOVE BAPI_BUPA_CENTRAL_CHANGE BAPI_BUPA_ADDRESS_CHANGE BAPI_BUPA_ADDRESS_REMOVE BAPI_BUPA_BANKDETAIL_CHANGE BAPI_BUPA_BANKDETAIL_REMOVE

Page 12 of 14