Data Source for CRM fields

[Former Member]

Dear BW CRM Experts,

I need to build a report with following fields with the given technical specifications:

Territory ID

Territory Description

Rule Name

Customer Code

Customer Name

Principal Code

Principal Name

Product ID

Product Name

IMS Class/Industry Code

Region

Area / City

District

1. Source se16 table: CRMM_TERRITORY, 2. Go to Territory ID column (Get Territory GUID for other use)

1. Use the Territory GUID as search term in SE16 table: CRMD_TERR_LINK, get the corresponding Object GUID 2. In SE16 table CRMM_TERRITORY_T, use the Object GUID as search term in the Territory GUID field. 3. Get the territory description in the 'Territory Description' column of the table

1. Get rule ID: Go to Tcode: SE16 -> CRMD_TERR_LINK Paste the TERR_GUID in the TERRITORY_GUID criteria System will display the RULE_ID (represents the territory rules) Copy the RULE_ID 2. Get the Rule Name Use the Rule ID as search term in SE16 table: CRMD_FDT_RULE_T. Rule name will be found in the 'Rule Name' column

1. Get rule ID: Go to Tcode: SE16 -> CRMD_TERR_LINK Paste the TERR_GUID in the TERRITORY_GUID criteria System will display the RULE_ID (represents the territory rules) Copy the RULE_ID 2. Get Account ID and Principal ID maintained inside the Territory Rule (via Rule ID) Go to SE37 (ABAP function modules) -> CRM_TERRMAN_READ_RULE_ATTRIB -> F8 (execute) Click on the IT_LINK Paste the RULE_ID Click back button. You will notice that the value on the IT_LINK has been changed from 0 to 1 Click execute Click on block ET_RULEATTRIB System will display all values that satisfies the territory rule. For the purpose of this column, account IDs in the territory rule ID can be found here

1. Go to SE16 table: BUT000 Enter the Customer Account ID found in ET_RULEATTRIB (see previous column) 2. Get Customer Name from the 'Name 1' column

1. Get rule ID: Go to Tcode: SE16 -> CRMD_TERR_LINK Paste the TERR_GUID in the TERRITORY_GUID criteria System will display the RULE_ID (represents the territory rules) Copy the RULE_ID 2. Get Account ID and Principal ID maintained inside the Territory Rule (via Rule ID) Go to SE37 (ABAP function modules) -> CRM_TERRMAN_READ_RULE_ATTRIB -> F8 (execute) Click on the IT_LINK Paste the RULE_ID Click back button. You will notice that the value on the IT_LINK has been changed from 0 to 1 Click execute Click on block ET_RULEATTRIB System will display all values that satisfies the territory rule. For the purpose of this column, Principal (Product Category) ID in the territory rule ID can be found here

1. Go to SE16 table: BUT000 Enter the Principal ID found in ET_RULEATTRIB (see previous column) 2. Get Principal Name from the 'Name 1' column

IF THE PRODUCT ID IS ALREADY SPECIFIED IN THE TERRITORY RULE 1. Get rule ID: Go to Tcode: SE16 -> CRMD_TERR_LINK Paste the TERR_GUID in the TERRITORY_GUID criteria System will display the RULE_ID (represents the territory rules) Copy the RULE_ID 2. Get Product ID maintained inside the Territory Rule (via Rule ID) Go to SE37 (ABAP function modules) -> CRM_TERRMAN_READ_RULE_ATTRIB -> F8 (execute) Click on the IT_LINK Paste the RULE_ID Click back button. You will notice that the value on the IT_LINK has been changed from 0 to 1 Click execute Click on block ET_RULEATTRIB System will display all values that satisfies the territory rule. For the purpose of this column, Product ID in the territory rule ID can be found here IF THE PRODUCT IS MAINTAINED IN THE TERRITORY RULE VIA MAINTENANCE OF PRODUCT CATEGORY 1. Go to SE16 Table: COMM_CATEGORY, input the Principal ID + * in the 'Category ID' search box 2. Get the Category GUIDs (first column) of all search results 2. Go to se16 table: CRMV_PROD_CATEG and enter the Category GUID as the search term. It will then return the Product GUID and Product IDs of the Principal

1. Go to SE16 table: COMMPRODUCT Enter the Product ID found in ET_RULEATTRIB or CRMD_PROD_CATEG (see previous column) 2. Get the Product GUID from the Product GUID column 3. Enter product GUID in SE16 table COMM_PRSHTEXT, get the Product Description

1. Go to SE16 table: BUT0IS Enter the Customer Account ID found in ET_RULEATTRIB 2. Get Industry (IMS Class) Code from the 'Industry' column

1. Get the 'Address Number' in SE16 Table BUT020 using the Account / BP number as the search term 2. Get the 'Region' in SE16 Table ADRC using the address number as search term

1. Get the 'Address Number' in SE16 Table BUT020 using the Account / BP number as the search term 2. Get the 'Area' in SE16 Table ADRC (Column name: City) using the address number as search term

1. Get the 'Address Number' in SE16 Table BUT020 using the Account / BP number as the search term 2. Get the 'District' in SE16 Table ADRC using the address number as search term

I would like to know, is there any standard data source in CRM system which may have most of the info and can be enhanced with few info, if not there?

OR would you suggest to build the generic data source on info set from scratch specific to this requirement?

Kindly respond and suggest urgently!

Thanks a lot for your support.

Looking forward for it,

Best Regards,

Shyam Alok

[former_member213072]

Hi Alok,

Please find below datasources which fetch information related to the tables specified:

1. CRMM_TERRITORY - 0CRM_TR_ATTR

2. CRMD_TERR_LINK - Enhancements only

3. CRMM_TERRITORY_T - 0CRM_TR_TEXT

4. BUT000 - 0BPARTNER_ATTR

5. COMM_PRODUCT - 0PRODUCT_ATTR

6. COMM_PRSHTEXT - 0COM_PRODUCT_TEXT

7. BUT020,ADRC - 0BP_DEF_ADDRESS_ATTR

8. BUT0IS - 0BP_IND_SECTOR_ATTR

Enhance the 0CRM_TR_ATTR datasource to extract columns TERRITORY_V_GUID(Object GUID) and RULE_ID from table CRMD_TERR_LINK.

In order to get all the information from the Function modules, call function in the enhancements.

Suggestions:

1. Make use of BADI instead of Customer exits as they have better performance in CRM.

2. Developement of Custom/Generic Extractors is not suggestable in this scenario, as there way too many transactions involved which are all individually changable and handling Delta would become impossible.

3. Try if Program CRM_ORDER_READ works and fetches the information required in the FM, if yes - use FM CRMD_ORDER_READ to fetch them as they are much faster than the FM read individually.

If you still need more information, do let us know.

Regards,

Thejas K

[Former Member]

Hi Thejas,

Thanks for the much needed info. I hope this will help me.

I will keep you posted.

Thanks,

Shyam Alok