Data exchange between CRM and BackEnd Systems

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Data exchange between CRM and Back-End Systems
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Objects to be exchanged to enable cross-system
business process

• Customizing data
• Master data
• Conditions
• Transaction data

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SAP example
ERP Back-end
CRM
CRM Apps
Transaction data
SalesDistribution Customer Service
Conditions
CRM Middleware
Master data
Customizing
SAP Solution Manager
Customizing
Customizing Distibution
Customizing data
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Customizing Data
Customizing data is data about basic application
settings, metaobjects and basic rules, needed for
further master data management, conditions
management and transaction processing.

• Basis
• Units of measurement
• Currencies, exchange rates
• Time zones
• BP
• Function of contact person
• BP relationship categories
• Products
• Product types
• Service
• Service category

• Bank MD
• Bank master, bank branches
• Sales
• Sale district
• Organization
• Sales divisions, areas
• Payment plan
• Payment card type and category
• Service Order
• Service order types

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Master Data

• Master data is data that stays the same over a
  fairly long period of time. MD contains
  information that is required repeatedly and
  always in the same way.

• Business partners
• Plants
• Products
• Services

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Condition Data
Condition data includes business rules that
comprise customizing and master data and are
needed for transaction processing.

• Conditions for sales, purchasing and tax
• Pricing
• Free goods discount
• Rebate
• Product determination
• Campaign determination

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Transactional Data
Transactional data is transaction-related data
produced during buiness process. Data that is not
permanent and is assigned to certain master data.

• Sales Orders
• Service Documents
• Billing Documents
• Prerequisites BP MD, Products MD, pricing
  conditions

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Technical Details
Adapters to enable connection of the CRM to other
systems. SAP examples SAP ERP adapter, SAP BW
adapter, mobile CRM applications adapter, etc.

• Data Exchange types
• Initial Load. Mass data, high volume.
• Delta Load. Continious , realtime loading to
  guarantee data consistency within the system
  landcape, CRMlt-gtERP.
• Store-and-forward mechanism.
• Replication model Filtering, mapping,
  tansformation.