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SAP CRM Address Management (in IS-U Scenario)




INTRODUCTION:This Document will give you a basic idea about SAP CRM Address
Management in relation to SAP IS-U.
After reading this document we will get the idea of how and when address is determined in IS-
U/CRM scenario.


AddressManagement:

When we create a Contract in CRM, the system is uses the PREMISE (SAP IS-U) addresses as the
Business Partner Addresses, or restrict them to a specific time frame. This Address
Management function controls what happens with the Premise addresses in accordance with
the processing of a Contract. The Contract validity corresponds with the validity of the Address.
Let’s take an example, in the event of reversal (in simple case), the address is deleted from the
business partner data. Both process steps can be controlled using Customization settings.

The Processes related to Contract in SAP CRM are given below:
    1. Create Contract
    2. Change Contract
    3. End Contract
    4. Reverse Contract
    5. Create Quotation

Customizing Settings and their effects
        Create Contract:If the relevant indicators are selected in Customizing, the system
        uses the premise address as the default address or additional address.
        ChangeContract: If you have used the Premise address in the Business Partner Data
        you now change the validity period of the contract, the system will automatically adjust
        the validity period accordingly.
        EndContract: If you end the Contract and Premise address was used as an additional
        address (not a default address) in the Business Partner data, the system restricts the
        validity of the address accordingly.
ReverseContract: In simple cases of Contract Reversal, the Address is deleted from
       the Business Partner data. You can control this process in Customizing.
       CreateQuotation: If the relevant indicators are selected in Customization, the system
       uses the Premise address, as the default address or additional address.

The following Customization tables are relevant for the Contract processes:
        Table CRMC_ISU_ADM_CUS in the Customizing Activity Address Management in the
        CRM system under Industry-Specific Solutions Utility Industries
         Transaction     Address Management.
       Table CRMC_ISU_ADM_PROin the Customizing activity Process Reasons for the Address
       Maintenance underIndustry-Specific Solutions Utility Industries
         Transaction Address Management Process Reason for the Address Maintenance.

The Customizing activities and their purpose are described below:
Customizing Activity Address Maintenance (Table CRMC_ISU_ADM_CUS)
Entry/table column            Definition                     Usage
Item Category                 Key that identifies an item    An item category defines
                              category.                      the attributes and
                                                             characteristics of a
                                                             transaction item and
                                                             therefore controls how an
                                                             item is processed.
Copy Address                  Determines whether the         Select this indicator if you
                              premise address is used        want the premise address
                              automatically during a sales   to be used automatically.
                              process or when creating a
                              quotation.
Use Address as Default        Controls whether the           Select this indicator if you
Address (Default)             premise address is             want the address to be
                              automatically used as the      used as the default address.
                              default address.
Address Type                                                 You can maintain the
                                                             possible address types in
                                                             Customizing.
                                                             In business partner
                                                             maintenance, you can use
                                                             the Address Usefunction to
                                                             allocate address types to
                                                             business partner addresses.
Example:
                                                               ● Correspondence
                                                                  address
                                                               ● Delivery address
Limit Address Validity (Limit Controls whether the           Select this indicator if you
Val.)                         validity of the premise        want the validity of the
                              address is restricted to a     premise address to end
                              specific time frame when a     when the respective
                              contract is ended.             contract ends.
Limit Address Usage (Limit   Controls whether the use of     Select this indicator if you
Use)                         the premise address is          want the use of the
                             restricted to a specific time   premise address to end
                             frame when a contract is        when the respective
                             ended.                          contract ends.
                                                             Dependencies:
                                                             The premise address is not
                                                             used as the default address.
Postal Delay                 Controls the validity of the    Enter how many days in
(Post Delay)                 address when the premise        advance the premise
                             address is used.                address should be taken
                                                             into account.
                                                             Example:
                                                             You have defined the
                                                             moving date and the
                                                             contract start date as June
                                                             1st. In the Postal Delay
                                                             field, enter the value <3> so
                                                             that the new address is
                                                             valid in the system as of
                                                             May 29th. Then ensures
                                                             that any mail is sent to the
                                                             new address.
Interval                     Defines by how many days Enter the maximum
                             the address validity can    number of days that the
                             vary from the contract or   address validity can vary.
                             quotation start date when a
                             default address is changed.
Country                                                      Enter the country for new
                                                             addresses in the IC
                                                             WebClient.
Customizing Activity Process Reasons for the Address Maintenance (Table
CRMC_ISU_ADM_PRO)

Entry/table column                        Usage
IS-U Process Definition Key (Process)     Enter the country for new addresses in the
                                          IC WebClient. The process ID uniquely
                                          identifies a change process.
IS-U Process Reason Key (Reason)          The process category contains a group of
                                          change processes that belong together.
                                          Example:
                                          ISTA – Process category for contract
                                          changes
Retain Address                            In the event of a reversal, the business
                                          partner’s additional addresses are deleted.
Reset Standard Address                    In simple cases, the previous default
                                          address is reinstated after a reversal.

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SAP CRM Address Mgmt for IS_U Scenario

  • 1. SAP CRM Address Management (in IS-U Scenario) INTRODUCTION:This Document will give you a basic idea about SAP CRM Address Management in relation to SAP IS-U. After reading this document we will get the idea of how and when address is determined in IS- U/CRM scenario. AddressManagement: When we create a Contract in CRM, the system is uses the PREMISE (SAP IS-U) addresses as the Business Partner Addresses, or restrict them to a specific time frame. This Address Management function controls what happens with the Premise addresses in accordance with the processing of a Contract. The Contract validity corresponds with the validity of the Address. Let’s take an example, in the event of reversal (in simple case), the address is deleted from the business partner data. Both process steps can be controlled using Customization settings. The Processes related to Contract in SAP CRM are given below: 1. Create Contract 2. Change Contract 3. End Contract 4. Reverse Contract 5. Create Quotation Customizing Settings and their effects Create Contract:If the relevant indicators are selected in Customizing, the system uses the premise address as the default address or additional address. ChangeContract: If you have used the Premise address in the Business Partner Data you now change the validity period of the contract, the system will automatically adjust the validity period accordingly. EndContract: If you end the Contract and Premise address was used as an additional address (not a default address) in the Business Partner data, the system restricts the validity of the address accordingly.
  • 2. ReverseContract: In simple cases of Contract Reversal, the Address is deleted from the Business Partner data. You can control this process in Customizing. CreateQuotation: If the relevant indicators are selected in Customization, the system uses the Premise address, as the default address or additional address. The following Customization tables are relevant for the Contract processes: Table CRMC_ISU_ADM_CUS in the Customizing Activity Address Management in the CRM system under Industry-Specific Solutions Utility Industries Transaction Address Management. Table CRMC_ISU_ADM_PROin the Customizing activity Process Reasons for the Address Maintenance underIndustry-Specific Solutions Utility Industries Transaction Address Management Process Reason for the Address Maintenance. The Customizing activities and their purpose are described below: Customizing Activity Address Maintenance (Table CRMC_ISU_ADM_CUS) Entry/table column Definition Usage Item Category Key that identifies an item An item category defines category. the attributes and characteristics of a transaction item and therefore controls how an item is processed. Copy Address Determines whether the Select this indicator if you premise address is used want the premise address automatically during a sales to be used automatically. process or when creating a quotation. Use Address as Default Controls whether the Select this indicator if you Address (Default) premise address is want the address to be automatically used as the used as the default address. default address. Address Type You can maintain the possible address types in Customizing. In business partner maintenance, you can use the Address Usefunction to allocate address types to business partner addresses.
  • 3. Example: ● Correspondence address ● Delivery address Limit Address Validity (Limit Controls whether the Select this indicator if you Val.) validity of the premise want the validity of the address is restricted to a premise address to end specific time frame when a when the respective contract is ended. contract ends. Limit Address Usage (Limit Controls whether the use of Select this indicator if you Use) the premise address is want the use of the restricted to a specific time premise address to end frame when a contract is when the respective ended. contract ends. Dependencies: The premise address is not used as the default address. Postal Delay Controls the validity of the Enter how many days in (Post Delay) address when the premise advance the premise address is used. address should be taken into account. Example: You have defined the moving date and the contract start date as June 1st. In the Postal Delay field, enter the value <3> so that the new address is valid in the system as of May 29th. Then ensures that any mail is sent to the new address. Interval Defines by how many days Enter the maximum the address validity can number of days that the vary from the contract or address validity can vary. quotation start date when a default address is changed. Country Enter the country for new addresses in the IC WebClient.
  • 4. Customizing Activity Process Reasons for the Address Maintenance (Table CRMC_ISU_ADM_PRO) Entry/table column Usage IS-U Process Definition Key (Process) Enter the country for new addresses in the IC WebClient. The process ID uniquely identifies a change process. IS-U Process Reason Key (Reason) The process category contains a group of change processes that belong together. Example: ISTA – Process category for contract changes Retain Address In the event of a reversal, the business partner’s additional addresses are deleted. Reset Standard Address In simple cases, the previous default address is reinstated after a reversal.