AI+A11Y 11MAY2024 HYDERBAD GAAD 2024 - HelloA11Y (11 May 2024)
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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.
Letâs 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:
â Correspondence
address
â 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 â Process category for contract
changes
Retain Address In the event of a reversal, the business
partnerâs additional addresses are deleted.
Reset Standard Address In simple cases, the previous default
address is reinstated after a reversal.