2/19/25, 1:41 PM

SAP Utilities Industry

Generated on: 2025-02-19 13:41:14 GMT+0000

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Warning

This document has been generated from SAP Help Portal and is an incomplete version of the official SAP product documentation. The
information included in custom documentation may not reflect the arrangement of topics in SAP Help Portal, and may be missing important
aspects and/or correlations to other topics. For this reason, it is not for production use.

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CRM for Utilities

Welcome to the SAP Customer Relationship Management for Utilities (CRM) Wiki SAP CRM for Utilities provides best-in-class functionality
for marketing, sales and service. It supports customer-facing business processes across multiple interaction channels. For more information

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on SAP CRM functionality and latest release: SAP CRM for Utilities help

Functional Area
Account Overview

Purpose

The purpose of this site is to quickly describe how the account overview is used.

Overview
A call center agent gets a quick overview of the data environment of a confirmed account and details of related objects. For Business Data
Environment, Service Location Environment, Technical Data Environment, Business Agreements, Contracts, Quotations, Interactions and
Clarification Cases. The new data environment is account-centric, i.e. not restricted to the current premise. It review the contract history of a
premise, as well as details of all the used business agreements, all the technical objects. Also all available objects for the Business
Agreements, Contracts, Quotations, Premises, PoDs and Interactions are shown.
All the information are displayed in an tab order which can be enhanced with further information. Every tab is loaded at runtime when clicked
on it.

Prerequisites
Available with CRM 7.0 EhP0.

IUICOVW IC Utilities Fact Sheet - Overview

IUICOVBP IC Utilities Fact Sheet - Business Partner
IUICOVBC IC Utilities Fact Sheet - Billing & Consumption
IUICOVBA IC Utilities Fact Sheet - Business Agreement

Access Account Overview

The Account Overview screen provides you with a complete overview of a confirmed account. The information is presented in the form of
various tab pages. You can personalize your view settings for each of these tab pages. Search for a business partner and confirm it. Go to the
navigation bar entry "Overview".

The system displays the following general information about the account:

Account information

You can view all account-related information for the confirmed business partner including billing details, open amounts, the last dunning
notice, number of business agreements, premises, last interactions, and so on.

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Last Interactions

Here in the top right side the last interactions are shown so the call center agent has a quick overview.

Business data environment

You can view all business-related information for the confirmed business partner, including related accounts, premises and points of deliveries
assigned to this business partner, all demand-side management applications and agreements created for this business partner and the
number of open clarification cases. You can also view all related sales and service contracts and transactions for this account.

Image/data is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Service location environment

You can view information about all connection objects assigned to this business partner. The connection object includes premise information,
contact persons as well as the PoDs assigned to this BP.

Technical data environment

You can view information about technical objects including connection object, premise and equipment assigned to this business partner.

For more information, see Technical Data Environment

Business agreements

You can view a list of the business agreements created for this business partner in addition to details about related accounts, payments,
amounts due, and so on. You can also navigate to the details of a related account, if available.

For more information, see Business Agreements .

Contracts

You can view the list of existing contracts for this business partner and navigate to the detailed views of each of these contracts by clicking on
the relevant hyperlink.

It is possible that the same contract appears several times such as, if the product was changed. In this situation, the latest time slices are
displayed with these details.

Quotations

You can view a list of existing quotations for this business partner and navigate to the detailed views of each of these quotations by clicking on
the relevant hyperlink.

Interactions

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You can view a detailed list of all interactions with this business partner including details of the business agreement associated with an
interaction, the agent’s name, premise associated with that account and so on.

You can filter your search results by using different search criteria by clicking on the Show Search Fields hyperlink. For more information, see
Interaction Records Search

Clarification cases

You can view clarification cases for the confirmed business partner. You can also initiate the creation process for a clarification case if further
intervention or follow-up is required from a back office agent, for example, the billing department.

Related Content

Related Documents
Account Overview integration FI-CA

Account Overview in the Interaction Center

Related SAP Notes/KBAs

SAP KBA's:

2187912- CRM-IU: Performance issue in the account overview

2662045 - CRM-IU: Ability to configure the volume of data to be displayed in identification and account overview
2671555- CRM-IU: Ability to configure the volume of data to be displayed in data environments on overviews

BOL-Tree
Purpose
Overview
Technical information
Package
Function Groups/Programs
Classes
Structures
Component
Customizing
Hierarchy
Add icon to show BOL-Tree Customizing Profile Definition
Feature Filtering and Highlighting in BOL-Tree result lists
Feature BOL-Tree Preview overlay
Feature Sorting Search Results in the Object Workbench
Related Content
Related Documents
Related SAP Notes/KBAs

Purpose
The purpose of this page is to clarify the understanding of the system logic and requirements in relation to BOL-Tree of utility specific data in
the WebIC.

Overview

BOL-Tree is a hierachy to display and handle utilties specific objects. Is very generic and can be used by many views.

Technical information
Package

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Package Short Description

CRM_IU_IC_BOLTREE Utilities: IC WebClient - BOL Tree

Function Groups/Programs

Function Group Short Description

CRM_IUIC_BOLTREE Maintenance Screen for BOL Tree

Classes

Class Desription Method Help

CL_CRM_IU_IC_BOL_TREE_IMPL Redefinition of Context Management GET_TREE_SRV read profie

CL_CRM_IU_IC_BOL_TREE_SERVICE Class Generates Tree Service

CL_IUICMD_BOL_TREE BOL Tree for Enhanced Identification

CL_CRM_IU_BT_SL2_ENH Enhancement for Technical Data Tree Customizing

CL_CRM_IU_BT_ENH Enhancement for Tree Customizing

Structures

Structure Description

CRM_ISUTREE_TREE_PROPERTIES Generic Tree Properties

Component

Component Description

IUBOTREE IC Utilities and Telco - Tree

Customizing
TA:CRM_ISU_TREE Maintain profiles

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Hierarchy

To define the initial expanding behavior

Enter profile name and set Max Sibling Nodes, and Max Child Nodes

The Maximum Number of Sibling Nodes field defines the maximum number of siblings that the current node can possess, in order to be
displayed as expanded when you call the tree hierarchy.

The Maximum Number of Child Nodes field defines the maximum number of child nodes that the current node can possess, in order to be
displayed as expanded when you call the tree hierarchy.

Add icon to show BOL-Tree Customizing Profile Definition

Show the icon for the BOL-Tree Customizing profile settings:

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Logon in WebIC and go to "Personalize", click on "Personalize Settings" under Settings.

Set flag on "Enable configuration mode":

Image/data is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Go back to WebIC profil and now you can see the icon for the BOL Tree profile.

Feature Filtering and Highlighting in BOL-Tree result lists

SAP note 2206331 provides the new feature IU_BOL_TREE_RES_FLTR_HLGHT (BOL Tree: Filtering and Highlighting in Search Result Lists,),
which you can use to influence the behaviour of the result list. First implement the corrections from SAP note 2210933 in your system,
including all required SAP Notes.
You can use transaction CRM_ISU_FEATURE to activate the new function using feature activation for the utilities industry. For more
information about the activation, see SAP Note 2206334.
As for profile IUIC_SL5, this is a special profile implementation. Here the list of premises is always reduced to the confirmed one. It is hard-
coded as such and normally this profile is used for the technical data view on the business partner overview page. So in this case the filter will
not be effective here.

If you use profile IUICMD_TO2 and the filter than apply SAP note 2270757 .
Filter icon is displayed although no business partner is confirmed. Apply SAP note 2286412.

Implement note 2243864 which should fix the filter icon being displayed when it should not be.

Feature BOL-Tree Preview overlay

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SAP note 2422307 provides the new function that you can use to display enhanced information about objects in the business object layer
(BOL) tree using a preview overlay. The preview overlay corresponds to the function already provided in SAP Note 2314755 for the recent
items in the navigation bar. The steps required to maintain the contents of the preview overlay for the BOL tree also correspond to those for
the recent items. The procedure is described in SAP Note 2314755 or its attached documentation described.

After you implement this SAP Note, you can use the function activation for the utilities industry (SAP Note 2206334) to activate the new
feature IU_BOL_TREE_PREVIEW_OVERLAY. This creates an additional setting in Customizing for the BOL tree (transaction CRM_ISU_TREE).
With this setting, you can individually specify whether the preview overlay should be used for each column of a BOL tree profile.

To do this, select your required profile in BOL tree Customizing and switch to the dependent maintenance view "Definition of Columns". After
you activate the function IU_BOL_TREE_PREVIEW_OVERLAY, this view contains an additional "Preview" checkbox with which you can define
whether the preview overlay should be activated for the cells in each individual column of the BOL tree profile. If you activate this function for a
column, the system displays an overlay over the cell content that shows the attributes defined for the relevant UI object type (SAP Note
2314755) when you move the mouse over the cell.

Transaction CRM_ISU_FEATURE can be used to activate the new function IU_BOL_TREE_PREVIEW_OVERLAY.

Feature Sorting Search Results in the Object Workbench

SAP note 2419457 provides the new function to sorting of search results for the Object Workbench. Customizing for the new sorting
functionality has been added to the existing Object Workbench Customizing.
Now it is possible to sort search results within the Object Workbench. For every search function, it is possible to decide whether the results
should be sorted or not. The sort can be done by an attribute value of the result object, or by an attribute value of a related object.
If there are more than 100 search results, sorting will not occur due to performance reasons.
Activate ISU feature IU_OBJ_WB_SEARCH_RES_SORT using transaction CRM_ISU_FEATURE to enable the sorting functionality as per SAP
Note 2206334.

Related Content
Related Documents

Cookbook: "SAP IS-U/CRM Integration BOL Tree (Generic Tree) How to use the generic Tree" (The cookbook can be found as attachment in
Kba 2067840 - CRM-IU: Button Refresh do not update data in the IUBOTREE)

Related SAP Notes/KBAs

Notes:

2582183 - Removing the limitation of scripts in Delta Handling response

2342383 - Automatic delta handling deactivated in the Interaction Center

2225807 - Deactivating child nodes filters in identification

2350767 - BOL tree: Navigation via history within identification results in terminations

2270757 - BOL-Tree: Automatische Filterfunktion in Datenumfeldern

KBAs:

2067840 - CRM-IU: Button 'Refresh' do not update data in the IUBOTREE

BOL Tree: Common Problems

BOL Tree - Preview overlay distorted national characters

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Symptom

The new feature preview overlay in the Bol tree is activated. The national special charakters within the Bol tree overlay do not display correctly.

For example " čeština" is displayed with "#e#tina".

Solution

Apply the following notes:

2438906 - PART 1 - Special characters in Recent Items preview overlay do not display correctly

2447361 - PART 2 - Special characters in Recent Items preview overlay do not display correctly

Bol Tree device node not expanded in premise overview

After configure the Bol tree profile the device is not expanded,

Configuration of Hierarchy

Maintain the Maximum Number of Sibling Nodes, this is the max of nodes that will be expand when you load the bol tree

Now the bol tree will show the device expanded, always remember to refresh the session after profile modification (you can close the browser
an reopen),

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Customer made configuration is not displayed

Symptom

For the premise overview, with Z-profile ZIUIC_SL3, the system does not want to take over custom made configuration for the object with
presentation ID PREM. The premise HOUSE_NUM2.is not shown when opening the premise overview.

Solution

Delete the flag on "Re-render UI tree cell" in profil ZIUIC_SL3 for node ID PREM.. Than the house_num2 should be displayed. It can also delete
the exit class CL_CRM_IU_BT_SL3_ENH here and define an own class to display the attributes for the premise

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Device is not displayed in profile IUICMD_BP

Symptom
The device is not displayed in the result list of the business partner masta data profile IUICMD_BP.

Solution

The devices are not displayed since we read in our SAP standard customizing in profile IUICMD_BP the devices indirectly via device location
for the point of delivery.

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Define a device location for the device.

If no device locations are used, check the following proposal:

Instead of the IsuDeviceLocation (node IsuInstallation IUMDDET_DL ) could be inserted here (for example, as a new node ZUMDDET_IN ). The
suitable relationship from the point of delivery and from the IsuInstallation PODIsuInstallationRel to IsuDevice would be the
relation IsuInstallationDeviceRel .

Model:

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The result would be as follows:

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Here node IUMDDET_DL was removed. The new hidden node ZUMDDET_IN was inserted below the POD node IUMDDET_PD using the
relation PODIsuInstallationRel.

For the node IUMDDET_DV the parent node has been changed to ZUMDDET_IN and the relation IsuInstallationDeviceRel is entered.

Now the devices should be displayed under node PointOfDelivery.

Premises are not displayed in the result list

Symptom

The premises automatically filtered using the search request results.

Solution

If a business partner is confirmed and an active contract can be found for this business partner the premise will be auto confirmed and
displayed in the result list. If more than one premise exist on this connection object you can select the display of the complete data
environment in the result list (profile IUICMD_TO2). An other option would be to select the connection object in the result list and click on
"More Fields" and navigate to the display of the technical object. Now the profil IUIC_SL5 is used and here all the premises under the
connection object will be displayed. This is our standard behavior.

Or use the new feature function IU_BOL_TREE_RES_FLTR_HLGHT (BOL Tree: Filtering and Highlighting in Search Result Lists.

Business Roles

Business Role UTIL_IC

fits liberalized and regulated Scenarios

Quotation and Contract management (contract replication)

Service Location Replication

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Business Role UTIL_IC_REG

Copy of UTIL_IC

Disconnection document management

Business Role UTIL_SALES Key Account Managment for Commercial and Industrial
Customers
Professional User Interface for Utililies

Calculation for Comercial and Industrial Customers

Object Set

Structured Documents

Business Role UTIL_IC_LEAN Interaction Center for Utilities, limited functionality

no contract integration

usage of ERP parked documents for move in / move out

BP Replication, RFC for other

Further infrormation relating to Business role UTI_IC_LEAN can be found here

Business Role UTIL_IC_LEAN

Purpose
Introduce Business Role UTIL_IC_LEAN

Overview

This business scenario addresses the utility-specific processes that typically exist within the call center of a vertically- integrated utility
company.

Customer service in the Interaction Center

This includes the many variations of the move-in/ move-out process, metering, billing and financial inquiries, and other supporting processes
associated with the maintenance of customer or master data. The processes described here are call center-specific, but variations of these
processes are available via other channels.

Utilities Specific UI's / Objects

Account management
Accounts
Business agreements
View Hierarchy of Technical Objects.
Meter Readings
Bill Correction
Budget Billing Plan
Payment Plan
Move-In / Move-Out
Account Balances
Payment List

Customizing
Enabling replication of technical objects for the Lean scenario can be done in the following customizing path of the ERP system:
SAP Utilities -> Customer Service -> CRM Integration -> Define Basic Settings

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The checkbox: CRM Integration for Technical Objects Active.

Search and Hit List

Searches in the ERP system whether the Business Object exists.
Checks whether the Business Object exists in the CRM system using the GUID.
Uses the attributes stored on the CRM system for display.
This can be the reason why the search Business Object differs from the displayed Business Object. Replication of certain
attributes might not have completed successfully.

Data Creation
Can only create accounts with business agreements. They are created in CRM and then replicated to ERP.
Cannot create Technical Objects.
Global Data Context for Technical Objects:
CURRENTPREMISE is used when Technical Object replication is enabled.
PREMISE is used when Technical Object replication is NOT enabled.

List of UI Components

UI Component Description

IUBOTREE IC Utilities and Telco - Tree

IUCONFIG IC Utilities - Product Configuration

IUICACCPAY IC Utilities - Account Payment

IUICAMI IC Utilities - Find CRM Products by AMI Capabilities

IUICBBP IC Utilities - Budget Billing Plan

IUICBBT IC Utilities - Budget Billing Plan - Temporary Data

IUICBCO IC Utilities - Bill Correction

IUICCON IC Utilities - IS-U Contract Management

IUICCOND IC Utilities - Contract / Quotations details

IUICCONPAY IC Utilities - Contract Payment Data

IUICCONSUM IC Utilities - Contract Payment Summary

IUICDED IC Utilities - Device

IUICDEREG IC Utilities - Market Communication Data

IUICDISC IC Utilities - Disconnection & Reconnection

IUICDISC_OBJ IC Utilities - Disconnection Object List

IUICENV IC Utilities - IS-U Data Environment

IUICIPC IC Utilities - IPC

IUICITEMD IC Utilities - Contract Item Details

IUICMD IC Utilities - Identification with Replication of Technical Master Data

IUICMDC IC Utilities - Identification without Replication of Technical Master Data

IUICMIO_ACCOUNT IC Utilities - Move In/Out - Account and Premise Data

IUICMIO_MAIN IC Utilities - Move In/Out

IUICMIO_METER IC Utilities - Move In/Out - Meter and Installation Data

IUICMIO_PAYMENT IC Utilities - Move In/Out - Payment Data

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IUICMR IC Utilities - Meter Reading

IUICMRD IC Utilities - Meter Reading Details

IUICOBJ IC Utilities and Telco Object - Overview

IUICOBJD IC Utilities and Telco Object - Maintenance

IUICOBJS IC Utilities and Telco Object - Search

IUICOBJT IC Utilities and Telco Object - Table Views

IUICOVBA IC Utilities - Fact Sheet - Business Agreement

IUICOVBC IC Utilities - Fact Sheet - Business Partner

IUICOVBP IC Utilities - Fact Sheet - Bill Correction

IUICOVW IC Utilities - Fact Sheet - Overview

IUICPCT IC Utilities - Periodic Consumption - Temporary Data

IUICPP IC Utilities - Payment Plan

IUICPRP IC Utilities - IS-U Product Proposal - Billing Simulation

IUICPS IC Utilities - Payment Scheme

IUICQUOT IC Utilities - IS-U Quotation Management

IUICRISK IC Utilities - Risk Data

IUOCTXTNAVSRV IC Utilities - Context Menu

Check Cockpit
Purpose

The purpose of this site is to quickly describe how the check cockpit is used.

Overview

A little guide how to start and use the Check Cockpit. The check cockpit was initially released via note 1742546 as a tool to compare and
correct data. It can also be used for a regular data selection/ monitoring tool.

There are a couple of check to for the consistent download of technical objects (Connection Object/Premise/POD). Most of the checks covers
the contract and their replication between CRM and ISU.

SSP Help: Utilities Check Cockpit

Prerequisites

The customer would need an CRM 7.0 EHP2 with an active business function CRM_UT_ER_2. For EHP1 please apply note 1742546 - Utilities
Check Cockpit.
Number range objects CRM_UOCM and CRM_UOCM_I have to be maintain, see KBA note 1919089.

Component

IUCCI Check Cockpit: Issue

IUCCIS Check Cockpit: Issue Search

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IUCCRS Check Cockpit: Run Search

Available checks

Check category UORD

CL_CRM_ISU_CM_CHECK_CANC – Search contracts cancelled in IS-U but not in CRM

CL_CRM_ISU_CM_CHECK_DATES – Compare appointment ‘CONTSTART’ with its value in the CRM Utilities-Index

CL_CRM_ISU_CM_CHECK_EVERH – Compare IS-U-contract history (EVERH) with the CRM Utilities-Index

CL_CRM_ISU_CM_CHECK_I1030 – Check if status I1030 ‘errors’ is correctly set

CL_CRM_ISU_CM_CHECK_I2413 – Check if status I2413 is correctly set

CL_CRM_ISU_CM_CHECK_LINK – Search for CRMD_ISUEXTA4 without CRMD_ORDERADM_I

CL_CRM_ISU_CM_CHECK_POD_OCC – Search for Points of Delivery with multiple assigned Contracts

CL_CRM_ISU_CM_CHECK_POD_REPL – Check IS-U Replication Error Monitor for Point of Delivery and Connection Object
issues

CL_CRM_ISU_CM_CHECK_REPL – Search for Contract related issues in IS-U Replication Error Monitor

CL_CRM_ISU_CM_CHECK_STAT – Generate IS-U Order error message statistic

Check category USLO

CL_CRM_ISU_CM_CONS_DL_CONNOBJ – Check Connection Objects for consistent Download

CL_CRM_ISU_CM_TO_WITHOUT_IB – Check for Technical Objects without an IBase component.

Run the Check Cockpit

To start the tool use business role UTIL_SALES and the following path

Here select the New button.

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As there are check classes for business transactions are available select "Utilities Service Location"

Here several checks are selectable like "Check for Technical Objects without an IBase component". Apart of it the "Check Connection Objects
for consistent Download" and "Check IS-U Replication Error Monitor (ERP) for Point of Delivery and Connection Object"

The help icon will provide more detailed information for the check.

Afterwards select when the batch job shall be executed. Either the jobs starts immediately or date/time is scheduled. Apart of it several other
options like "After Job", "After Event" and "At Operation Mode" can be selected. The check cockpit also offers the possibility to schedule the

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execution of the check hourly, daily, weekly or monthly.

When the check run was started there is always the possibility to terminate it. The results will be shown below.

The error prone entries can be marked and a correction can be triggered right away.

Image/data is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Note: If the correction reports for example UCC CL_CRM_ISU_CM_TO_WITHOUT_IB→CORRECT_SINGLE_ENTRY should be run in production
System,maintain the relevant user in the table
COMC_PR_TOOL_REG.

The Check Cockpit as monitoring tool

As from several customer requested there exists the need to monitor contracts based on different contract end dates and to schedule follow-
up action items for agents or automated contact functions.

Such a need can be achieved in the check cockpit with a customer defined class. The new class shall inherit from class
CL_CRM_ISU_CM_ORDER_CHECK. Method IF_CRM_ISU_CM_CHECK~EXECUTE_CHECK is where you should perform your contract
selection. Contracts eligible for follow-up actions are displayed as issues in the check cockpit. An Issue is created by adding a message linked
to a contract inside method EXECUTE_CHECK. You can use different messages for different follow-up actions to be performed. The follow-up
actions are performed in method IF_CRM_ISU_CM_CHECK~CORRECT. Depending on the issue message
(CL_CRM_ISU_CM=>GET_ISSUE_MSGTEXT_STATIC), you can trigger different actions on the contract, e.g. triggering an alert, sending an
email or notification.

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Instead of mixing different follow-up actions in one check class on different messages, we recommend one check class per action type. This
allows you to use a generic message across different classes. For example, you can define a message ZMSG001 with text ‘Follow-up &1
required’.

As explained in section "Run the Check Cockpit" the check can be scheduled for execution hourly, daily, weekly or monthly.

Enhance the Check Cockpit

Here see the information from the related The Utilities Check Cockpit (UCC) and the Check Repository in the process framework

Related Content

Help File - Utilities Check Cockpit

For a complete overview of the utilities check cockpit and the check framework see the following blog entry
SCN - The Utilities Check Cockpit (UCC) and the Check Repository in the process framework

Related SAP Notes/KBAs

Notes:

2751173 - UCC Run Tree: selected row not restored on back navigation
2575006 - UCC: Unable to send contracts from CRM to ISU
2566823 - UCC Button enabled on display of archived run
2566735 - UCC wrong tooltip of remove parameter button
2561516 - UCC transaction link does not work when using transaction CRM_IUCMON
2455366 - Check of Utilities Check Cockpit can't be used in productive environment for data correction
2353700 - UCC: Check Cockpit cannot display a check run from an issue
2331787 - UCC: refactoring of background job handling
2322213 - CRM_ISU_CC: data inconsistencies
2308565 - ICWC: Check Cockpit, button Recheck Issue does not work
1742546 - Utilities Check Cockpit

KBAs:

2294873 - Connection Object without Ibase

2077593 - CRM-IU: Performance issue when starting the Check Cockpit
1960894 - CRM-IU: Utilities Check Cockpit correction run not possible in the productive system

Identification
Purpose
Overview
Search Logic
Enhanced Identification (Splittscreen)
Context area/information bar
Free Text Search
Related Content

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Related Documents
Related SAP Notes/KBAs

Purpose

The purpose of this page is to clarify the understanding of the system logic and requirements in relation to identification of utility specific
masta data in the WebIC.

Overview
BSP-Components:
IUICMD_SPLIT → Spliscreen
IUICMD → Non-splittscreen
IUICOBJS / IUICOBJD --> Objekt-Workbench
IUBOTREE --> BOL-Tree
Business Roles: UTIL_IC and UTIL_IC_REG Component IUICMD, IUICOBJD
UTIL_IC_LEAN Component IUCIMDC
Package:
CRM_IU_IC_6X_MD
CRM_IU_IC_OBJOVW
CRM_IU_IC_BOLTREE

Customizing transaction
Se16: CRMV_IU_MD_PROF Define the profiles for the identification

Important classes:
CL_IUICOBJS_SEARCHVS_IMPL ->Implementation of the search logic
CL_IUICOBJS_SEARCHVS2_IMPL -> Implementation of the search logic, see note 2061703 and 2086836
CL_CRM_IU_IL_BUIL_VS_QUERY -> Search for business partner by premise

Badi
CRM_IUICMD_BADI

Message Classes:
CRM_IU_IC_MD
CRM_IU_IC_6X_MD

User parameter:

User Parameter Description Note

CRM_IUICMD_ACCOUNT X No confirmation when account is searched via 1364673

premise valid for Non-Splittscreen, UTIL_IC, UTIL_IC_REG

CRM_IUICMD_COMMIT X CHANGE button must be pressed after COMMIT 1155323

CRM_IUICMD_CONTACT X Filter Business Partner Relationships 1364904

CRM_IUICMD_DUPLICATE X Check Address Duplicates 1383908

From CRM 7.0 EhP3 the user parameter is no
longer needed,
if business function CRM_UT_ER_3 is activated

CRM_IUIC_NO_ADDR_S X Disable "Back Up Search Logic" using BP Address 2420380, 2422064

ADDRESS_SCREEN Country-Spec. Addr. Layout 001 Eur., 004 USA, 005

CA, 013 JP

WCF_AUTOSAVE_SWITCH X Switch to turn AutoSave Feature On/Off 2104051

WCF_GUIDELINE_MODE sap-ui-guideline: CLASSIC, FIORI20 2386240

Search Logic

Search for Business Partners:

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A Business Partner (BP) is confirmed if exactly one BP is found by the search criteria.

Search for Premise:

The link between the BP and Premise is done first over the active contracts/quotations and then over the BP address.
When a BP is identified the system search in the table CRMD_ISUEXTA4 for existing active contracts/quotations.
Based on the active contracts/quotations the respective Point of Delivery (POD) is retrieved, the Premise will be confirmed and the technical
environment for the Premise will be displayed in the result list.
If there was no active contract found for the BP then the system search for Premises with the Business Partner address as "Back Up Search
Logic" and confirms the Premise if one was found.
The same strategy is used if you search for technical objects. If there was no active contract found for the Premise then the system search for
BP with Premise address as "Back Up Search Logic"and confirms the BP if one was found.
New Feature to disable "Back Up Search Logic":
Set user paramter "CRM_IUIC_NO_ADDR_S" to "X" the Premise address will not be used to find a related BP and also the BP Address will not
be used to find related premises.
See notes 2422064 and 2420380.

What are active contracts in query PDBYBP_Active_Query (CL_ECRM_ISU_SI_SEARCH_DETAILS GET_T_OBJS_FOR_ACTIVE_CONTRACT

Active contracts are contracts were the contract end date is higher than the current system date and where the contract start date is
lower than current system date.
Active quotations are quotations for which the requested start date is in the past and the end date is not yet reached.
Not considered were:
Contracts which are ended or contracts with a future contract start date.
For ended contracts the reason is that the contract end date is lower than the current system date.
For future contracts the reason is that there is a time slot between the current system date and the future contract start date.
Cancelled contracts.

Search for contacts which have been move out and also have a future move in:

Note 1989733 provide a new method SEARCH_ACTIVE_CONTRACTS class CL_IUICMD_CUCOMD_IMPL to Auto-Search for move-out
contracts or future contracts.
In this case the method SEARCH_ACTIVE_CONTRACTS gets redefined on project base, the system will search for those kinds of contracts as
well and possibly autoconfirm a Point of Delivery.
See also KBA 1876214 - CRM-IU: During the Identification of a Business Partner no Premise is found

Use Cases:

1. Unconfirm Premise:
A business partner is confirmed and over an active contract the dependent business agreement and premise is confirmed as well. Now
the business agreement and the premise are unconfirmed. Only the business partner is now confirmed. If a premise is searched and
confirmed where a contract (active or non active) is assigned the dependent business agreement is not confirmed.

2. Uconfirm Business Agreement:

A business partner is confirmed that has several business agreements and contracts. Then a business agreement is confirmed , the
system also automatically confirms the technical environment for this. Now the business agreement is unconfirmed. The confirmed
premise will not be unconfirmed automatically because some processes can be executed for this premise already.
Then confirm another business agreement for the confirmed business partner. Note 2200110 provides the basis for aligning the
technical environment within the identification based on the respective confirmed business agreement. The premise need to be
unconfirmed and about the click on the new button "Search Automatically" a new search is executed. If a contract is assigned for the
new business agreement the premise should be confirmed.
In release 7.14 the new button ""Search Automatically" is available by default. In release 7.13 the button need to be activated by
customer enhancement on page framents of [Link] in the component workbench.
Apply note 2452124 to avoid dumps when pressing button "Search Automatically".

Refactoring class CL_IUICOBJS_SEARCHVS_IMPL

The methods of the class CL_IUICOBJS_SEARCHVS_IMPL have constantly been developed over time and, as a result, gradually increased in
length. When customers want to enhance a specific part of the class, they also have to redefine these long classes. Customers have to
manually adapt to all subsequent modifications made by SAP since there is currently no option to let the customers' redefined method inherit
from the original class.
Note 2061703 provide new class CL_IUICOBJS_SEARCHVS2_IMPL.

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 2/19/25, 1:41 PM
Business role UTIL_IC_LEAN:

When searching for a business partner in the LEAN scenario it will look at all the contracts related to this business partner within the past 90
days. Using these contracts it will find all the related technical data and display it. CL_IUICMDC_CUCOMD_IMPL=>INITIALIZE_QUERY_ABC *
set default date range for contract search lv_date = sy-datum - 90. Check this in class CL_CRM_ISU_IL_M method
IF_GENIL_APPL_INTLAY~GET_QUERY_RESULT and there the case statement CASE iv_query_name. Here you could see all the searches that
are running during the search in ICWebClient. The date fields are included in the structure ls_efindpar for each search step. The automatic
confirmation will be done in class CL_IUICMDC_CUCOMD_IMPL method SEARCH.

Enhanced Identification (Splittscreen)

This function is available with the business function Utility Energy Retailer 2 (CRM_UT_ER_2).

Context area/information bar

Use the BADI CRM_IUICMD_BADI CL_DEF_CRM_IUICMD_BADI->IF_CRM_IUICMD_BADI~FILL_CALLER_DISPLAY to display customer

specific information for the business partner and premise in the information bar.

Free Text Search

Related Content

Related Documents

SAPHelp:

Account Identification (CRM/IS-U Criteria)

Account Identification (IS-U Criteria)

Enhanced Identification

Identification Settings in the Interaction Center

Related SAP Notes/KBAs

Notes:

KBAs:

2045622 - CRM-IU: Wrong Business Partner confirmed when technical object search is used

2037340- CRM-IU: Address Limit for the Search in the BOL Tree for technical objects

1876214 - CRM-IU: During the Identification of a Business Partner no Premise is found

This is custom documentation. For more information, please visit SAP Help Portal. 24
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Add Related Account

Purpose
Explain the functionality for the system logic and requirements when a related account is added in the identification for business role util_ic.

Overview

The One Click Action to add related account is an option to add business partner relationship directly in the identification of the confirmed
business partner.

Add Related Account

Confirm a business partner within the identification for business role UTIL_IC.

Technical information
Customizing

Transaction code: CRM_ISU_IMG

Path: Settings for User Interfaces-->Identification-->Define Identification Profiles
Select the defined Identification Profile and add the relevant Business Partner Relationship Categories:

Business partner time independent and time dependent relationship

With EHP4 a validation has been added due to which you can notice that there is an error thrown when the relationship is time constrained.
For Time Independent relationships the valid from and to dates will be filled with - 01.01.0001 and 31.12.9999.
This could be checked in the form SAPLBURS LBURSF06 DATE_INTERVAL_CHECK.
For Time Dependent relationships the valid from and to dates needs to be filled, if not filled the error message "Enter Valid From and Valid To
dates for Time Constrained relationships" is thrown.
This could be checked in class CL_BUPA_IL_RELATION method: Modify line 118

Related Content

Related Documents

Related SAP Notes/KBAs

SAP Note
2306344 - Error when creating related accound for organization
2194365 - Business Partner Relations - Replication with ISU
2204908- Time-Dependent vs Time-Independent Business Partner Relationships

SAP KBA:
2302228 - Adding BP Relationship returns exception

__________________________________________________________________________________________________________

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Autocomplete feature for address data in Identification

Purpose

Explain the functionality for the system logic and requirements when a autocomplete feature for address data is used in the identification.

Overview

This feature activates a type-ahead function inside the IC WebClient for the following address fields: Postal Code, City, Street. If one enters a
search term in these fields, a result list with matching values appears. To trigger the type-ahead search, enter at least two characters.
You can use this function in alternative to the common F4 value help.

Benefit
The user does not have to use the F4-dialog anymore to obtain search results. The added feature provides a more user-friendly experience
when entering address data.

Prerequisites
This feature exists since version CRM 700 EhP3.
Feature deliver with note 2210687:

1. Implement Interface SAP Note 2213980

2. Implement the correction instruction 0001577173, assigned to SAP Note 2210687
3. Execute program NOTE_2210687 as described in the manual activity section of SAP Note 2210687
4. Implement Correction Instruction 0001577254, assigned to SAP Note 2210687
5. Perform all the manual post-implementation steps

To enable the Type-Ahead search in the system, activate soft switch IU_SMART_VALUE_HELP_ADDR:

1. Open the function "IU_FEATURE_ACTIVATION_CHECK" in the Utilities BRFplus Object Maintenance using transaction crm_isu_feature
2. After starting the transaction place the cursor on IU_SMART_VALUE_HELP_ADDR and chose activate in the Icon list. The above
mentioned BRF+ function will be opened
3. Switch to Edit Mode
4. If there is no entry with the Feature ID "IU_SMART_VALUE_HELP_ADDR" then add this entry
5. Click "Insert New Row"
6. Open the Direct Value Input for the Feature ID
7. Insert "IU_SMART_VALUE_HELP_ADDR" for the Feature ID and click "OK"
8. In the Column "Feature Active" open the Default Objects and select "True" to activate the Feature
9. Check, save and activate the Decision Table
TA: CRM_ISU_FEATURE

Related Content

Related Documents
Insert SAP Help links or other WIKI content link.
Please hyperlink the title of the related document

Example: Explanation about how to create a WIKI page

Related SAP Notes/KBAs

Insert links to any related SAP Notes/KBAs that support your topic or are related. Please hyperlink ONLY SAP Note or KBA number.
Example:

SAP Note 83020: What is consulting, what is support

SAP KBA 12345: This is an example KBA link

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 2/19/25, 1:41 PM
(Use the following Hyperlink with SAP Note/KBA number at end: [Link]
__________________________________________________________________________________________________________

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Free Text Search

Purpose

Gives an overview about the Free Text Search.

Overview
Within the Interaction Center for SAP CRM for Utilities, when identifying a business partner or a premise, you have to be able to quickly search
for a business partner or a premise. With a single search field and suggestion list, you can now enter any information for the business partner
or premise to identify the correct object. The suggestion list is proposed as soon as you have entered a minimum number of characters. You
can also view the business partner or premise information by selecting one of the rows in the suggestion list. In addition, it is possible to use
the NarrowBy function to limit the searched fields to ensure even more accurate results. Right from the suggestion list a business partner or
premise can be confirmed.
FTS is not a word completion tool, it’s a FUZZY search with a required % threshold. If it’s at 70% that means that 7 out of 10 characters must
match or 4 out of 5 since 3 out of 5 is 60%

Prerequisites
o Installation of SAP CRM (CRM for Utilities 7.0 EHP3 SP07)
o Installation of SAP Utilities (IS-UT 6.0 EHP7 SP07)
o SAP NetWeaver 7.4 SP07
o HANA DB SPS08 or higher recommended
o SAP Landscape Transformation (SLT) add-on version 2 (replication server), required for HANA sidecar scenario

Feature service pack release

The development of these functionalities spreads out in several support package of CRM 7.03. This design document will include:

-Design topics for SP03:

Query data for suggestion list for business partner with table BUTADRSEARCH in HANA DB

-Design topics for SP04:

Display quick view information for business partner

-Design topics for SP05:

Query data for suggestion list for business partner and premise with Enterprise Search
Display quick view information for premise
Customizing for data provider, OData service, search object and profile

-Design topics for SP06:

Customizing for search fields of data provider

Customizing for narrow by feature (tag) and its search fields of data provider
Customizing for quick view fields mapping between OData service and data provider
Customizing for quick view set (paging) and displayed fields per set
Extensibility with BAdIs and customer include structures
Display quick view information by set

Search with narrow by.

-Design topics for SP07:

Customizing of search model per narrow by

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Customizing for suggestion list fields mapping between OData service and data provider
Customizing for suggestion list columns to be displayed per narrow by
Display alternative payer information in premise quick view
Search by contact person for business partner
Search by invoice for business partner
Search by alternative payer for premise
Search by premise owner for premise
Search by device for premise
SP07: Remote search for invoice number and device ID, see HANA live for Q12015

-Design topics for SP08:

Permanent quick view for business Partner and Premise

Double quick view when both the Partner and Premise are confirmed
Performance improvements
SP08: Once a Business Partner and/or Premise is confirmed, the user will still be able to view the Quick Views for the confirmed
Business Partner and/or Premise

Component

IUICMD_SPLIT

BADI

CRM_IU_HSS_EXT_DATA_PROVIDER

Customizing

The transaction CRM_ISU_HSS_CUST is created to access the Free Text Search customizing

Define FTS profil in TA: CRM_ISU_HSS_CUST, table CRMC_ISU_HSS_PR

Assign Function profil ID IU_HSS to business role and add FTS profil

Free Text Search in WebIC

FTS standard view:

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Business partner search view with quick view:

Premise search view with quick view:

Browser cache and update

Whenever a note is create for a UI Fix for the Free Text Search then it would be good precaution to clear the cache of the browser as the
changes might not take effect immediately since the browser caches.
Whenever a note is applied where a change was done within the entreprise search then it’s possible the connectors need to up updated or
deleted and recreated.
To update the connectors run TA: /IWFND/CACHE_CLEANUP in CRM and ERP system and and TA:/IWBEP/CACHE_CLEANUP in CRM
system.
To perform this activity at regular intervals or jobs as scheduled batch is not necessarry.
If no changes are done specifically to the FTS then clearing the cache should not be necessary.

Related Content
Related Documents

SAP Help Portal

Free text search in Interaction center

Business function Utilities HANA Free Text Search

Business function Utilities HANA Free Text Search 2

Business function Utilities Free Text Search 3 - ESH

Business function Utilities Free Text Search 4 - QV Pages, Customizing

Business function Utilities Free Text Search 5 - Suggestion List Customizing

This is custom documentation. For more information, please visit SAP Help Portal. 29
 2/19/25, 1:41 PM
Business function Utilities Free Text Search 6 - Persistent Quick View

Coookbooks

Setup Guide

Extensibility Guide

SCN

HANA Free Text Search Configuration for SAP CRM 7.03

Related SAP Notes/KBAs

Notes:

2333442 - Free Text Search: Wrong data is copied when trying to copy the customizing data from OData service PREMISE_ODATA_SRV

2311208 Free Text Search Profile Same ID As Business Role ID

2269326 - Free Text Search: Using FTS for Division Different Than 01,02 and 03

2181280 Free Text Search blank screen

KBAs:

2231512 Free Text Search (FTS): Not enabled in the CRM WebUI

2235677 Free Text Search field is not able to find an organisation

2035971 CRM-IU: Free Text Search is not shown in the UI

Free Text Search: Common problems

Button Free Text Search (FTS) is missing in the CRM WebUI

Problem
In the CRM WEBUI no Free Text Search (FTS) Button is shown.

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Solution
1. Check first if there is an issue with the temporary Internet files or a wrong Internet Explorer Version is used. See solution described in
the KBA note 2035971.
2. The connectors are not be properly generated. See solution described in the KBA note 2231512.

Free Text Search not return correct results

Symptom

After update the support package stack to SAPKU71310 or higher the free text search do not display the correct results.

Solution

Apply note "2205402 - Wrong values in select options table".

After implementation of support package 13 of SAP_GWFND 7.40 the system behavior (still) shows the symptoms described in note
'2205402", apply note "2232883 - Wrong values in select options table"

Apply also SAP note "2256525 -- Incorrect internal length is calculated for properties" in your front end and your back end system.
After having applied this SAP note, you have to clean up the metadata cache on in your front end and your back end system via transactions
/IWFND/CACHE_CLEANUP and /IWBEP/CACHE_CLEANUP.

Free Text Search shows blank screen

Symptom

After clicking on the Free Text Search (FTS) Button the search view shows a blank screen. The FTS search fields are not shown.

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Solution

Add the system alias for service CRM_IU_HSS_SRV in transaction /N/IWFND/MAINT_SERVICE.

Refer to FTS setup guide section "Activate SAP Gateway Service" on how to add it.

Or go to [Link] and follow -> Industries & Solutions-> Utilities-> SAP for Utilities – Product Information-> SAP CRM for
Utilities-> Cookbooks & Guidelines.

See also KBA note 2035971 - CRM-IU: Free Text Search is not shown in the UI

It only works on IE9 and above. If on a Citrix client Enterprise Mode enabled is used, IE will emulate the environment of IE7/IE8 , so the FTS
won't be able to use.

No search result is displayed

Symptom

No search results are displayed.

For example search for business partner name by general:

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Busines partners with name "LANNISTER" exist in the search table BUTADRSEARCH.

Solution
The reason that no results are displayed is because of the provided customizing values for the Free Text Search.

Here are the customizing settings for the search object PARTNER:

The default search has fuzzy percentage of 70% and this profil has 90%. What does this mean? It means that need at least 90% of the word
to be correct to get results, in addition at least 4 letters are required.

The percentage in the fuzzy search for example 90%, means that a field in the table needs to match 90% of the criteria entered in the search
field.

In this example a search with "LANNESTER" or "LANNISTERE" find the correct business partners with name "LANNISTER" .

Which such a high fuzzy percentage than the results will be really rare:

3 out of 4 letters = 75%

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4 out of 5 letters = 80%

9 out of 10 letters = 90%

In this example make a typo or miss a letter at 10 letters to get 90%. This fuzzy score is almost like an exact search.

Decrease the fuzzy percentage for the search object business partner in the Free Text Search profil.

Premise search by address no results

Symptom
Search in the Free Text Search for premises by address and no search results are displayed.

Solution

Our premise search model CRM_IU_HSS_PREMISE in Entreprise Search has a restriction to search only technical objects which belong to ISU
address group called "ISUB". This ensures that we don’t search for any Technical Object (Installed Base) but only the ones that belong to ISU
objects and not all possible Technical Objects.

Check if the premise was created by using the address group "IB01" in table ADRC.

If the premise address was created with address group "IB01" in table ADRC we recommend to activate the new address groups for
connection object "ISUA" and premise/POD "ISUB".

The address groups needs to be activate with report ECRM_ISU_FILL_TO_INDEX.

See also note 1585870 - ICWC: Technical objects not visible in Web UI.

Quick view not displayed in Free Text Search

Symptom

A) Quick view for premise is empty

B) Quick view is empty after copying OData services.

C) Quick view not display for business partner and premise

D) Customer Quick view for premise not displayed.

Solution

A) Check that you have BBPCRM 713, SAP NetWeaver 7.4 SP06, Activate the Business Function CRM_UT_HANA_SCH_4.
Check also the solution in the Wiki page: Free Text Search not return correct results.

B) Apply note 2333442.

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C) The BADI CRM_IU_HSS_EXT_DATA_PROVIDER is implemented. In one of the enhancement of ZUT_GET_ADD_PARNER_INFO or
ZUT_READ_ADD_PREM_INFO an
error message is raised. Correct the BADI implementation.

D) Define the description in the same language as the user will use to login the WebIC. Configure the description for the customers own Quick
view set ID
( table CRMV_ISU_HSS_QS field DESCRIPTION) in the same language which is used in the free text search.

Quick view shows no Point of Delivery information

Symptom

In the quick view for the technical objects no data is displayed for the Point of Delivery (PoD) and device.

Solution
1. Run Report: ECRM_ISU_FILL_TO_INDEX and go through steps in note 15815870 .
2. If the data not displayed load the PoD by request load ( TA: R3AR4) to CRM.

Quick view shows not the customer specific label

Symptom
A customer specific label was renamed in the quick view by implementation of BADI CRM_IU_HSS_EXT_ODATA method
IF_CRM_IU_HSS_EXT_ODATA ENHANCE_MODEL_ENTITY .
For example the description of “Default Address” was changed to “Standard Address”, but still shows the value of “Default Address” on the
quick view screen.

Solution

Close the browser and run transaction /IWBEP/CACHE_CLEANUP. Than login again the customer label should appear correctly on the Free
Text quick view screen.

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Search by business agreement number shows no results

Symptom
In the CRM WEBUI no results in the Free Text Search are displayed by the search with business agreement number.

Solution

The leading zeros for ID is a restriction due to a gap from ESH.

Search with leading zeros at business agreement number.

Suggestion List Fields Group Assignment

Symptom

The narrow by in the Free Text Search for business partners shows incorrect field groups.

Customizing for the Suggestion List Fields Group Assignment:

Only 6 "NarrowBy" options are maintain.

Free Text Search:

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 2/19/25, 1:41 PM

Here all the "NarrowBy" options are displayed.

Solution

If you want to have less narrow by (for example, business partner), what you have to do is in customizing:

- Data Providers

Copy the data provider PARTNER_DATA_PROV to Z_PARTNER_DATA_PROV

Remove unused narrow by under Z_ PARTNER_DATA_PROV

- OData Services

Copy OData service PARTNER_ODATA_SRV to Z_ PARTNER_ODATA_SRV

Change the data provider ID (of OData service Z_PARTNER_ODATA_SRV) to Z_PARTNER_DATA_PROV

- Search Objects

Copy search object PARTNER to Z_ PARTNER

Change the OData service ID (of search object Z_PARTNER) to Z_PARTNER_ODATA_SRV
Remove unused suggestion list fields group under Z_PARTNER

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- Profile

Copy a profile and assign new search object Z_PARTNER

Remove search object PARTNER

Free text search:

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If also the premise customizing PREMISE_ODATA_SRV is copied please apply note 2333442

Identification: Common problems in CRM

Country is predefined in the identification

Symptom

An upgrade to CRM 7.0 EhP3 was done. In the Identification for the Business Partner search the field country is prefilled.

Image/data in this document are from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely
coincidental.

Solution
The country is preassign using the SET/GET parameter LND in the transaction SU01.

If no country is assigned to the user parameter "LND", the country is predefined about the address of the company which is assigned to the
user in transaction SU01.

Because the most of customer wants to predefine the country when searching for business partners and technical objects the logic to set the
country will not be changed in the SAP standard.

In customer specific processes the country should no be predefine in business partner search. In this case two options are possible

A) Use BADI CRM_IUICMD_BADI

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B) Enhance the CL_IUICMD_SEARCHACCOUNT_IMPL (Nonsplitscreen) or CL_IUICOBJS_BUILHEADERSE0_IMPL
(Splitscreen)DO_PREPARE_OUTPUT. Here define own logic to call the 'ADDR_DEFAULT_SENDER_COUNTRY' where the country is
read from company address assigned to the user.

Premise by address search fields not displayed

Symptom

Issue 1:

Search for Premise by "Premise by Address" (PREBYADDR1). On confirming a business partner, Premise is auto confirmed. Unconfirm the
confirmed Premise and do a new search, the search option defaults to "PoD by Business Partner (Active Orders)" (TO_PODBYBUPA2).

OR:
No premise is found and then a search is exceuted for a business partner and it is confirmed. The search option defaults to "PoD by Business
Partner" (TO_PODBYBUPA2).

OR:
When start session search business partner by "Business Partner by Premise" (BUIL3) and a business partner and premise is confirmed. Then
unconfirm the premise and search for a new premise the search option defaults to "PoD by Business Partner (Active Orders)"
(TO_PODBYBUPA2).

Issue 2:

If this search option "PoD by Business Partner (ActiveOrders)" (TO_PODBYBUPA2) is not available in the workbench profile wrong
search fields are displayed:

Image/data in this document are from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely
coincidental.

Solution

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 2/19/25, 1:41 PM
This is our SAP standard logic for the case of fallback. This means the search is executed in the backround. The used search is shown in the
WebUI as displayed in the screenshot above.
If a business partner is confirmed and already a confirmed premise is unconfirm, the new premise search defaults to search option "PoD by
Business Partner (ActiveOrders)". The search "PoD by Business Partner (Active Orders)" is used when the business partner is confirmed to
retrieve over an active contract the assigned premise.

To solve the issues assign the search function TO_PODBYBUPA2 to the customer workbench profile. See also KBA note 1884684 and
2360574.

Otherwise enhance UI component IUICOBJS CL_IUICOBJS_SEARCHVS_IMPL->IF_CRM_IC_EVENT_LISTENER~HANDLE_EVENT( ).Here

exchange the fallback 'TO_PODBYBUPA2' with the customer one.

Look also to New Feature to disable "Back Up Search Logic":

Wrong BOL Tree Profile used in the Search

Symptom

Standard BOL Tree Profile is used for the search instead of a custom own one.

Initially for a search like "Find Business Agreement" the custom defined BOL Tree profile is shown.

But when a business agreement is searched in the result set the standard BOL Tree profile is shown.

Solution
Here in the customizing under transaction crm_isu_img → Settings for User Interfaces → Settings for Object Workbench → Define Object
Workbench Profiles select the search.

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For the search the custom own profile needs to be maintained, which is then used for the search results.

Image/data in this document are from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely
coincidental.

Here see also the KBA 2311348

Object Workbench

Purpose
The purpose of this page is to clarify the understanding of the system logic and requirements in relation to Object Workbench in the WebIC.

Overview

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 2/19/25, 1:41 PM

Objects can be identified and edited in the object workbench using role-dependent defined search functions.

Technical information

Customizing
Same as the first section, this is also part of the main body of the WIKI. You can add as many sections as you require to make the information
you are explaining as clear and simple to follow as possible.

Feature Sorting Search Results

SAP note 2419457 provides the new function for sorting search results within the Object Workbench.
You are now able to sort search results within the Object Workbench. For every search function, it is possible to decide whether the results
should be sorted or not. You can sort by an attribute value of the result object, or by an attribute value of a related object.

Activate ISU Feature "IU_OBJ_WB_SEARCH_RES_SORT" using transaction CRM_ISU_FEATURE to enable the sorting functionality as per SAP
Note 2206334.

Define the new Customizing settings according your business needs.

Related Content

Related Documents
Insert SAP Help links or other WIKI content link.
Please hyperlink the title of the related document

Example: Explanation about how to create a WIKI page

Related SAP Notes/KBAs

Insert links to any related SAP Notes/KBAs that support your topic or are related. Please hyperlink ONLY SAP Note or KBA number.
Example:

SAP Note 83020: What is consulting, what is support

SAP KBA 12345: This is an example KBA link

(Use the following Hyperlink with SAP Note/KBA number at end: [Link]
__________________________________________________________________________________________________________

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Payment Data

Purpose
The purpose of this site is to quickly describe how and where the payment data is used.

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Overview
Payment data is used in various places. The bank accounts, credit card data is maintained for the business partner and is then used in the
business agreement.

Prerequisites

Component CRM_IC_PAYMENT

Payment Data for Business Agreements

Payment data is maintained under the business partner and assigned in the business agreement. The following screenshot will show it.

Over the identification payment data can also be shown over the more fields for the assigned business agreements.

Payment Data in the Contract Management

With the contract management e.g. if a new contract is created and existing business agreement can be used in the tab "Account and Payment
Data" . Also there is an option to create a new business agreement and/or create new payment data (bank details or a new credit card)

Image/data is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

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Related Content

Related SAP Notes/KBAs

2336048 - Valid-to date of credit card gets updated wrongly while creating Move-out document
2545211 - FCC: Incorrect validity of credit cards
2630163 - Payment Card info returned with incorrect Issuing Date
2125186 - Deletion of bank details is possible even though it is involved in alternate payer relationship

Premise Overview

Purpose
Overview
Prerequisites
Component
Access Premise Overview
Related Content
Related Documents
Related SAP Notes/KBAs

Purpose
The purpose of this site is to quickly desribe how the premise overview is used.

Overview

A call center agent gets a quick overview of the data environment of a confirmed premise, and details of related objects. For example,
connection object, point of delivery, devices, contracts, service orders/notifications, clarification cases, disconnection/reconnection
documents, consumption and billing information, etc. The new data environment is premise-centric, i.e. not restricted to the current business
partner living at the premise. It review the contract history of a premise, as well as details about the current owner, past owners and business
agreements.
The information contained in this view is not restricted to the current business partner living at the premise or to the currently confirmed
business partner.
An activity graph is shown, visualizing premise related information on a timescale (e.g. contract periods or disconnection time frames).

Prerequisites

Available with CRM 7.0 EhP3, activate the business function CRM_UT_ER_3.

Component

IUITOUIU
IUITOUIU/TODetailViewSet here the display of the views can be confgure.

Access Premise Overview

Search for a premise by address and confirm it. Go to the navigation bar entry "Premise Overview".

Select Premise node in the Premise Overview tree and look at the detail views on the right-hand side.
You shall be able to see information related to the below objects.

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Activity Graph

You should be able to see the premise related activities details in the graph about Contracts, services notifications, service orders,
disconnections, meter readings, budget billing plan, invoices, and payments.

Premise

You should be able to see the details related to the premise.

Premise Notes

You should be able to edit the notes.

Installations

You should be able to see all the installations for the premise.

Business Partners

You should be able to switch between active and historical business partner views by clicking View All/View Open button.

Business Agreements

You should be able to switch between active and historical business agreement views by clicking View All/View Open button.

Contracts

You should be able to switch between active and historical contracts views by clicking View All/View Open button.

Devices

You should be able to see all the devices installed in the premise.

Select Point of Delivery node in the Premise Overview tree and look at the detail views on the right-hand side.
You shall be able to see information related to the below objects.

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Point of Delivery

You should be able to see the details related to POD.

Contracts

You should be able to see the contracts.

Quotations

You should be able to see the quotations.

Consumption profiles

You should be able to see the consumption profiles.

Supply Scenario

You should be able to see the details of the corresponding supply scenario.

Select Contract node in the Premise Overview tree and look at the detail views on the right-hand side.
You shall be able to see information related to the below objects.

Image/data is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Contracts

You should be able to see the contracts.

Details

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You should be able to see the details of a contract.

Meter reading history

You should be able to see meter reading related to the contract.

Consumption graph

You should be able to see the consumption displayed in a grahpic.

Consumption

You should be able to see the consumption displayed in a table.

Related Content
Related Documents

Release Notes: Feature Premise Overview

Related SAP Notes/KBAs

SAP Notes:

3127468 - Utilities Meter Read Get History by POD Update

3035353-BSP error when navigating to premise overview
3013356 - Unnecessary wrapping after entering long texts in notes
2725103 - CRM UTIL: Clarification Case Details not bound on Premise Overview
2719479 - CRM UTIL: Service Order Details not bound on Premise Overview
2723383- CRM UTIL: Disconnection Document Details not bound on Premise Overview
2558505 - Premise Overview: Disconnection Objects sorted incorrectly after pressing the View Open/View All buttons
2520989 - Confusing sorting of objects in premise overview
2473020 - Owner Allocation view displays error in Premise Overview screen
2352472 - Premise overview displays data from previous contact processing
2339674 - Premise overview changes to change mode after selecting a business agreement
2323275 - Premises overview: Contract changing processes cannot be started
2302223 - Premises overview: Deletion of newly created equipment not possible
2280015 - Premise Overview will keep the last choice of showing buags
2270735 - Performance issue with Premise Overview and Business Agreement
2077740 - Premise overview: There is a performance problem
1989077 -FCC: Error message FKK_CRM 011 on Premise Overview

SAP KBA's:

2265156 - Service notification selection on CRM is very slow

2234647 - Consumption data is not shown in the premise overview
2165131 - CRM-IU:Premise Overview - Activity Graph not showing anything
2167402 - CRM-IU: Invoices not displayed in the premise overview
2157668 - CRM-UI: Owner data is not shown in the premise overview
2035692 - CRM-IU: Premise overview assignment blocks
1988629 - CRM-UI: BP/Buag not filled in the Premise Overview

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Premise Overview: Common Problems

Device information not displayed in consumption table

Symptom

The device information are not displayed in the consumption table when selecting contract node in the Premise Overview tree.

Solution
The consumption is determined in the corresponding ERP system by reading at first all billing documents belonging to a contract.
Then it is checked if a corresponding entry exist in table DBERCHV. If that's the case this entry is taken to provide the information about the
consumption.
As table DBERCHV contains aggregated data of a billing period, detailed information for i.e. about the device are not available.

This logic of consumption determination is part of the default implementation for BAdI ISU_PROVIDE_BILLED_CONSUMPT (method
IF_EX_ISU_BILLED_CONSUMPT~GET_BILLED_CONSUMPTION).
If it is wished to get other / more detailed information about the consumption a customer own implementation of this BAdI can be applied.

Related KBA's
2096834 - ICWC: Consumption not filled in the Premise Overview

No data displayed in the premise overview

Symptom
No data displayed in the premise overview.

Solution
The wrong workbench profile, for example ZIUICMD_BP is assign to the role using the function profile IUICOBJ.

It is not possible to use a workbench profile which has the business partner as root object. A premise related workbench profile is needed.

Use our standard or a copy of workbenchprofils IUIC_TDDEV which is assigned to the profile. IUIC_SL2.

It is also possible to use IUIC_SL5 with workbenchprofil IUIC_PR_OVW_UTIL_IC which is available with CRM 7.0 EhP3.

Premise Overview - Exception on navigate to device link

Symptom

Click on the premise overview work center and select the device context node and select device number. An exception with message
"Dereferencing of the NULL reference" is raised.

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Solution
Add the "MeterStatusVS" assignment block to the customer view configuration of IUICDED/DeviceDetailsOV.

Premise overview consumption graph is not opening due to Adobe Flash EoL

Symptom

Display consumption graph and activity in premise overview is not opening in business role UTIL_IC or a copy of them.

As announced by Adobe, the update and distribution of the Flash Player was stopped at the end of 2020. Microsoft, Google, and Mozilla have
announced to stop the support of Adobe Flash end of 2020 as well.
Here see also the blogs "Flash & The Future of Interactive Content" and "How to keep Enterprise Flash Applications accessible in 2021"

Solution
For CRM 7.0 EHP4 apply note 2983030 to switch to UI5 based graphs.
Implement also notes 3015141 and 3031050.

See also the note 2885192.

Ensure that the SICF service node CRM_IU_UI5_CHRT is active under: /sap/public/bc/ui5_ui5/sap/ in TA: SICF.

Note: Our new UI5 graph doesn't support IE since Microsoft will end support for IE in Aug. 2021. Use other browsers instead.

SHARED MEMORY exception displayed in the premise overview

Symptom

The premise overview cannot be displayed because of exception:

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CX_SY_EXPORT_NO_SHARED_MEMORY

Programm CL_O2_TAG_LIBRARY_INFO

Include CL_O2_TAG_LIBRARY_INFO

ABAP-classCL_O2_TAG_LIBRARY_INFO

Methode LOAD_TAGLIB

Solution

To use shared memory you can make an entry in the table BSPGLOBALSETTING. This table is introduced by the SAP note 2065754.

Check the value at parameter abap/shared_objects _size_MB in transaction RZ11.

To avoid the exception increase the value on paramter abap/shared_objects _size_MB significantly over 400. Test in steps whether the dump
can be avoided.

WebIC general
Purpose
Overview
Technical information
Customizing Transactions:
Activated new features (e.g. features from Customer Connection program):
User Parameter:
Related Content

Purpose

The purpose of this page is to provide information and settings to run the Interaction Center.

Overview

Running an utilities call center requires a well-tuned software solution to support the fast paced work environment of call center agents.

Technical information
Customizing Transactions:

CRM_ISU_IMG Utilities-spezifisches Customizing

CRM_ISU_TREE Customizing for BOL Tree

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CRM_ISU_CONFIG / CRM_ISU_CFG Maintain Simplified Configuration Attributes

CRM_ISU_PROC Define Processes of Utilities Process Framework

CRM_ISU_IL_MODEL Maintain components,methods,relations of Utilities genIL components (SAP delivery)

CRM_ISU_IL_MODEL_C Customer enhancements for Utilities genIL model (per genIL component)

CRM_ISU_BRF Definition of BRFplus Applications for Utilities specific usages

CRM_ISU_TRANSPORT Definition of Product Transport targets (logical system per version status)

CRM_ISU_CC_CUST Utilities Check Cockpit

CRM_ISU_ITEMC Utilities CRM: Item Categories

CRM_ISU_PROCT Utilities CRM: Process Types

CRM_IUPFC_PROF Define PFC profiles

CRM_IUPFC_DETAIL Define Criteria for Detail Comparison for PFC

CRM_ISU_HSS_CUST Free Text Search: Customizing

Activated new features (e.g. features from Customer Connection program):

Transaction Activate new feature

CRM_ISU_FEATURE activate

User Parameter:

Related Content

The document Setting up a Best-Run Interaction Center can help to running an efficient utilities call center .This document also offers tips
on how to perform enhancementsRelated Documents

Related SAP Notes/KBAs

WebIC general: Common problems

CX_SY_MOVE_CAST_ERROR - CAST operator doesn't work

Symptom
During utilities specific processing in Webclient different errors are raised:

General error accessing method GET_CHILDREN in class CL_IUPDO_BOL_TREE

or
CX_SY_MOVE_CAST_ERROR in the method GET_V_ACTION_ID of the class CL_IUDEREG_MARKETCOMMMASS_CN03
or
CX_SY_MOVE_CAST_ERROR in the method IF_BSP_WD_TREE_NODE~GET_CHILDREN of the class
CL_IUIC_TREESTART_TREEPROXYABS

Solution
Read KBA 2438715.

CRM for Utilities Master Data

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Business Agreement
Purpose
Overview
Further technical information
Component
Authority object
Tables
Structures
Report
Related Content
Documentation
Related SAP Notes/KBAs

Purpose
Business Agreement is a master data that can be entered in SAP CRM in order to control business transactions in the backend IS systems (IS-
U, IS-T, IS-WA, and IS-PS).

Overview

Set-Up and Load Guide for Business Agreements and Contract Accounts

Further technical information

Component

Context Component View

IC Agent BUAG_DETAIL BUAG_DETAIL/BuAgCorr

BUAG_DETAIL/BuAgDetails

BUAG_DETAIL/BuAgDunning

BUAG_DETAIL/BuAgInvoice

BUAG_DETAIL/BuAgMoreFields

BUAG_DETAIL/BuAgPayments

BUAG_DETAIL/BuAgRefunds

BUAG_DETAIL/BuAgTax

BUAG_QUERY BUAG_QUERY/BuAgDynBuAgList

BUAG_QUERY/BuAgList

BUAG_QUERY/BuAgListEdit

Utilities Sales IUBUAG IUBUAG/Details

IUBUAGS IUBUAGS/ResultList

Authority object

CRM_BA_CLS

Tables

CRM:

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CRMM_BUAG Header
CRMM_BUAG_BUPA Flag FI-AR or FI-CA
CRMM_BUAG_H Details
CRMM_BUAG_L_FICA Business Agreement Set - Business Partner - Allocation
CRMM_BUAG_L_FIAR BUAG + BP GUID + sales data
CRMM_BUAG_L_REL Buag-Set + Partnerfunction
CRMM_BABR_H Payments BABR_GUID from CRMM_BUAG_H
CRMM_ BABR Change history

IS-U:

FKKVK

FKKVKP

TFK000D Activate Additional Checks for Master Data Changes to Business Partner (flagbXCHECK_DEP important if address
deleted)

Structures

CRM:

CRMT_BUAGS_EI_GNRL_DATA

CRMT_BUAGS_EI_GNRL_DATA_X

CRMT_BUAGS_EI_SPEC_DATA

CRMT_BUAGS_EI_SPEC_DATA_X

CRMT_BUAGS_EI_SPEC_DATA2
CRMT_BUAGS_EI_SPEC_DATA2_X
BAPIBUS1006130_SPEC_DATA
BAPIBUS1006130_SPEC_DATA_EXP
BAPIBUS1006130_GNRL_DATA

IS-U:

CRMT_BUAGS_EI_GNRL_DATA

CRMT_BUAGS_EI_GNRL_DATA_X

CRMT_BUAGS_EI_SPEC_DATA

CRMT_BUAGS_EI_SPEC_DATA_X

CRMT_BUAGS_EI_SPEC_DATA2
CRMT_BUAGS_EI_SPEC_DATA2_X

Bapiisuvkp

FKKVKP_S_DI
BAPI_TE_FKKVKP Extension to FKKVKP(to take over fields from reference contract account)
BAPIFKKVK

Note: CRMT_BUAGS_EI_SPEC_DATA
The CRM fields DIRECT_DEBIT_AMOUNT char 23 and DIRECT_DEBIT_CURRENCY char 5 are mapped into the ISU field
DIRECT_DEBIT_AMOUNT with char 28 in structure
CRMT_BUAGS_EI_SPEC_DATA.

Report

FKK_BUAG_SEND_AC - This report replicates collective bill accounts and the contract accounts they reference to SAP Customer Relationship
Management (SAP CRM).

Related Content
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Documentation

SAPHelp:

CRM 7.0 EhP2: Business Agreement

CRM 7.0 EhP2: Search for and Create Business Agreement
CRM 7.0 EhP2: Change Business Agreement (Interaction Center)
CRm 7.0 EhP2: Credit Card Verification
CRM 7.0 EhP1:Business Agreement
CRM 7.0 EhP1: Business Agreements in the Interaction Center

Related SAP Notes/KBAs

Notes:
2199766 - Filter the information on the FCC for Utilities views, based on the confirmed contract account

KBA's

1859256 - CRM: Contract account not replicated to ERP system

2302228 - Adding BP Relationship returns exception
2234604 - Business Agreement change on ERP side cause a dump on CRM side
2157670 - Business Agreement is not transferred from ERP to CRM
2104428 - BUAG: Error due to missing external number range

Add customer fields to Business Agreement

Purpose
The purpose of this page is to describe how to add customer fields to business agreement.

Overview
The guide "How to Add Further Fields to Business Agreements" describes how to add further fields to Business Agreement (German version
can be found here).

General
The structures FKKVKP and FKKVKP_S_DI contains several special CI_* includes intended for customer changes where own fields can be
enhanced.
But there are strict rules driving to which include have to place a new field corresponding to the data type:

a) structure FKKVKP & include CI_FKKVKP - intended ONLY for char fields!
b) structure FKKVKP & include CI_FKKVKP2 - intended ONLY for non-char fields
c) structure FKKVKP_S_DI & include CI_FKKVKP - intended ONLY for char fields shared with a)
d) structure FKKVKP_S_DI & include CI_FKKVKP2_DI - intended ONLY for character equivalents(!!) of non-char fields in b)

Therefore adjust own customer include CI_FKKVKP according to the named rules to prevent errors.

Related Notes/KBAs:
KBAs:

2250014 - FI-CA: Customer fields in CI Includes for Contract account and Contract object

Related Community blogs:

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CRM 7.0 / IS-U: adding custom fields to Business agreement for replication

Common Problems
Symptom

Custom fields added in CRMM_BUAG_H and/or CRMM_BABR_H are not replicated in ISU.

The customer fields are missing in the ERP structure BAPI_TE_FKKVKP or BAPI_TE_FKKVK.

Or

The field is missing in the CRM and also ERP structures CRMT_BUAGS_EI_SPEC_DATA and CRMT_BUAGS_EI_SPEC_DATA_X.

Solution

Add the customer fields in the ERP structure BAPI_TE_FKKVKP or BAPI_TE_FKKVK

This fields can be filled using the parameter EXTENSIONIN (Reference Structure for BAPI Parameters ExtensionIn/Extension).

You may read the SAPHelp "Actions by the BAPI Developer" and "Actions by the Customer"

Table extension BAPI_TE_FKKVK is supported for table FKKVK and BAPI_TE_FKKVKP is supported for table FKKVKP."

You may append these customer fields in structure BAPI_TE_FKKVK or BAPI_TE_FKKVKP via a customer append structure.

Afterwards you may use the BAPI Parameters ExtensionIn to fill it.

Check that the correction of the note 1759289 is applied.

Or

Add the customer fields to the CRM and also ERP structures CRMT_BUAGS_EI_SPEC_DATA and CRMT_BUAGS_EI_SPEC_DATA_X.

Business Agreement in Contract and Quotation process

Purpose

The purpose of this page is to describe how to handle business agreements in the contract and quotation processes.

Overview
Business agreements can be created and changed within the register "Account and Payment Data" in the contract and quotation process.

Feature Influence on automatic BUAG creation during contract processes

With the correction in note 2322711 the automatic business agreement creation can be influence.

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The variable lv_is_quotation is now declared globaly in class CL_IUICACCP_BUAGHEADER_IMPL. Now it is possible to influance the creation
of BUAG. The method update_buag is a private method of class CL_IUICACCP_BUAGHEADER_IMPL and only the enhanced version of this
class should influence the BUAG creation.
To avoid the create of a second business agreement you can also set the flag on duplicate in the customizing table CRMV_BUAG_TEMSEL.
See also the SAP Support Content: Business Agreement creates twices in contract process | SAP Help Portal

Related SAP Notes/KBAs

Notes:

2322711 - Influence on Automatic BUAG creation is not possible

KBAs:

Business Agreement: Common Problems

BUAG_MAIN BDOC error COM_PMNTTRMS 001

Symptom
A Business agreement is replicated from ERP to CRM and here a BDOC error for BUAG_MAIN is raised. The error message
is COM_PMNTTRMS001 "Terms of payment 0003 not available".

The payment term is missing in the CRM customizing table CRMC_PMNTTRMS:

Solution
Add the missing payment term into the CRM customizing table CRMC_PMNTTRMS:

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See also customizing pad:
Transaction SPRO -->Customer Relationship Management-->Master Data-->Master Data-->Define Attributes-->Define Terms Of Payment

Then restart the error BDOC BUAG_MAIN in transaction SMW01.

For the mapping of the payment terms check also the settings in the ERP table TFK_MAP_ZAHLKOND or TFSC_MAP_ZAHLKD (Application
component FI-CAX).

BUAG_MAIN BDOC error R11 123

Symptom

A Business agreement is replicated from ERP to CRM and here a BDOC error for BUAG_MAIN is raised. The error message is R11 123 "Specify
at least one number for the business partner".

Solution
The business partner assigned to contract account or the partner functions for example "Alternative Invoice Recipient" or "Alternative
dunning recipient" is not correct updated on the CRM system.

Load the business partner assigned to the contract account with CRM transaction BUPA_SEND to CRM and update for example the address
data.

Then restart the error BDOC BUAG_MAIN in transaction SMW01.

Business Agreement creates twices in contract process

Symptom
A business partner without business agreement is confirmed. Then a new contrat is created. Within the view "Account and Payment Data" a
new business agreement will be created automatically if no business agremeent exist on the confirmed business partner. Then the user click
on button "New Business Agreement" and a second new business agreement is created. But no second one sould be created.

Solution
This is customizing issue. There is duplicate check flag in customizing which need to set if no new BUAG should be created. Please perform
the following steps to change the customizing:

Run SPRO:Select Customer Relationship Management->Master Data->Business Partner->Business Agreement->Creation of Business

Agreement->Allocate Business Agreement Class

For Channel ICW, Please check the "duplic." flag for your defined business agreement class . Please check that flag and test the issue again.
You should not get any new BUAG created if there is already new BUAG exist.

Business Agreement not confirmed and no changes saved

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Symptom
1. Business agreement is not auto confirmed even if there is only a single buag assigned to the business partner.
2. A selected business agreement is changed and the fields for example description or reference ID are not saved.

Solution
The issue was observed in system with a very low support package level. Here first ensure that the notes 1505636, 1809983 and 1995587 are
applied so the relation BuilBuAgRelis properly used.

Then use transaction SM34 and check whether in the view cluster CRMVC_BUIL_CUST for object buag the object type “Access Object” is
maintained.

CRM Business partner address not updated on contract account in IS-U

Symptom
A future dated move-in is created in the Web-IC and the premise address was taken over as new business partner standard address. This
address is not updated on the contract account address.

Solution
Update the planned address changes to the contract account with the report BUSPCDACT.
We recommend to run this report for the application object FICA as background job every day in your system .
Than the system will update automatically the new move-in business partner standard address into the contract account.
To check if a future dated address is assigned to the contract account call transaction CAA3. Insert the move-in date then displayed the F4-
help on the address field and here you should see the new business partner address.

Related Notes/KBA's
Note 1879727 - Address not updated properly during move in of contract account, if multiple application servers are involved
Note 1228662 - Upgrade: Time dependency business partner, conversion
After the upgrade, the system uses the report BUSPCDACT now only to activate planned changes to the contract account

Delete Business Agreement in CRM

Symptom

In CRM, obsolete business agreements which are not exists in the ERP system should be deleted.
No report exists to delete business agreements.

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Solution

There is an option to archive the business agreements. Here set the deletion flag in table CRMM_BUAG for the respective buag.
With the notes 1485570 and 1477485 the delete flag was introduced also on UI level to prevent the usage of those business agrements in
the contract management on crm side.
When the deletion flag is set on database level the business agreement will be deleted in the archiving run for the business partner. This
means that the business agreement is deleted when the business partner is archived.

In general we do not recommend to delete business agreements.

Field BUAG_ID_LEGACY not editable on business agreement

Symptom
1. The business agreement field BUAG_ID_LEGACY is not editable in view BUAG_DETAIL/BuAgMoreFields in CRM.
or
2. Not able to change SAP standard field BUAG_ID_LEGACY on CRM side as here the error message "Changing the BA number in legacy
system is only allowed in SAP ERP" is shown
(message class CRM_BUPA_FRG0130 number 238).

Solution

The edit of field buag_id_legacy on business agreement views is not supported in the WebUI
Therefore it is not recommend to change the values in the field BUAG_ID_LEGACY.

A brief explanation why Contract Account's DI coding doesn't support such reinitialization of VKONA:

VKONA field is a part of DI header structure FKKVK_DI_HDRINIT. The 'key' fields there don't support NO-DATA indicator like the fields
in further data DI-includes (i.e. FKKVK_S_DI, FKKVKP_S_DI, FKKVKLOCK_S_DI, etc.). Please note that it's impossible to distinguish
whether SPACE is valid value to be updated or if it just means "we don't take care about this field this time" without the functionality of
NO-DATA indicator.
This is the reason why Contract Account coding had to accept this 'small' obstacle that SPACE in VKONA isn't the valid value to be
updated.
Be aware that the additional change of FKKVK_DI_HDRINIT-VKONA meaning and supporting NO-DATA indicator inside isn't also
possible.
This would cause the considerable (and wrong) change of functionality for most of current customers that weren't used to fill VKONA
during Direct Input at all. If they would leave VKONA empty like before it would be erased from the database.

Change or reinitialize VKONA field manually in the dialog transaction CAA2 if necessary.

To replicate a reference number on business agreement the field REF_NUMBER on view BUAG_DETAIL can be used. This field will me mapped
to the SAP ERP standard field reference number EXVKO in table FKKVKP.

Filter based on contract account category is not working

Symptom
In CRM, set up filter in R3AC1 on BUAG_MAIN object on contract account category ( FKVVK-VKTYP).
Create contract account in ISU transacation CAA1 with contract account category where a filter is set.
Contract account is replicated to CRM even though filter is created.

Solution
Check the solution in the note 1974614 - Filter for contract accound replication not working for field VKTYP.

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Performance Issues for Business Agreements

Symptom
There are a couple of known performance issue about the business agreement in the BOL tree or in the search.
We recommend to implement them all to avoid the known issues especially for large data constructs with a huge amount of business
agreements.
A standard ST12 trace will reveal where the performance issue arise.
Here see the KBA 2436955 - How to collect and analyze traces using ST12 (single transaction analysis).

Solution
3000048 Timeout when creating a business agreement in UTIL_IC
2924558 Performance improvement for buag in some cases
2930103 System taking too much time during 'Save and End Contact' & 'Move Out'
2926719 Business Agreement search performance improvements
There was side effect of that note 2147319 which was fixed by note 2176003. Therefore coding of note 2147319 was deleted with note
2176003.

2678145 - Performance Issue for BP with many BuAg

2120843 - Performance-Verbesserung für Geschäftsvereinbarungen im BOL-Tree

2581783 - Better performance for BuAg on identification page → apply also follow-up note 2586466

2862434 - Identification: Performance improvement for Business Agreements in non-split screen

Problem when maintaining Bill-To-Party in Business Agreement

Symptom
When maintaining Bill-To-Party in Business Agreement and save the business partner a short dump is raised with message:
MESSAGE_TYPE_X

Message class....... CRM_BUPA_FRG0130_PF |

|Number.............. 607 |

|Variable 1.......... CRMM_BUAG_L_REL-RELNR

Solution
The issue is caused because the function modul CRMM_BUPR_EVENT_DSAVC is missing.

Call up Transaction BUBI and make the following new entry for event DSAVC:

Item Function module name Call Appl.

400000 CRMM_BUPR_EVENT_DSAVC X CRMM

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Replication issue for Business Agreements

Symptom

A filter for the business agreement replication cannot be set on table FKKVK table for field VKTYP. The reason is that the field is not available.

Solution

Please see the steps to enhance the structure and the tables from note 1974614.

Collective Bill Business Agreement

Purpose
Gives an overview about the Collective Bill Business Agreement.

Overview
To create a collective bill, meaning that individual documents for a collective bill posting document (CB document) are combined to be
processed collectively (for example during bill creation or payment), create a collective bill business agreement to which you assign specfic
business agreements. This collective bill business agreement is also replicated to the ERP System with the referencing business agreements
for the contract account master that have been assigned.

Prerequisites
Installation of SAP CRM (CRM for Utilities) 7.0 EHP2 or higher
Installation of SAP ERP 6.0 EhP6 or higher
Activation of switch CRM: CRM_COLL_BUAG and ERP:FICA_EHP6_COLL_BUAG

Customizing

CRM:

Set Indicator: Business Agreement is usable for Collective Bills in the following Customizing path:
Transaction SPRO: Customer Relationship Management–> Master Data–> Business Partner–> Business Agreement–> Define
Business Agreement Class

Map Classes for Assignment to Collective Bill Business Agreement in the following Customizing path:
Transaction SPRO: Customer Relationship Management–> Master Data–> Business Partner–> Business Agreement–> Map Classes

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for Assignment to Collective Bill Business Agreement

ERP:

Define Specifications for Replication of Collective Bill Accounts in the following Customizing path:
Transaction SPRO: TFK_BUAG_SAMRGFinancial Accounting (New)–> Contract Accounts Receivable and Payable–> Integration–>
Customer Relationship Management–> Business Agreement-->Define Specifications for Replication of Collective Bill Accounts

Collective Bill Business Agreement in WebIC

Related Content
Related Documents

SAPHelp:

Search for and Create Business Agreement

Related SAP Notes/KBAs

KBAs:

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2030750 - CRM: No replication of collective contract accounts

Data Comparision Tool (DIMA)

Purpose

The aim is to compare the Business Agreements between CRM and ERP to ensure first that all objects are loaded and second that all
transferred fields are consistent.

There are two compare types available in the Data Integrity Manager: header compare and detail compare. A header compare checks if an
object instance exists in both databases. A detail compare compares all data of an object instance found in both databases.

In a second step data inconsistencies can be repaired.

Customizing on CRM side

Ensure that table SDIMABASIC is filled with the following information:

DIMA OBJECT BUAG_MAIN

OBJNAME BUAG_MAIN
LOAD SYS SMOF_ERPSITE
REL SBDOC BUAG_MAIN
CMP HEAD X
CMP DET X
SIZE HEAD 100
SIZE DET 100
SYS REL
LOAD TOCRM X
DEL INCRM
LOAD TOSYS X
DEL INSYS
CLASS CL_BUAG_DIMA_MAIN
OBJNAME UP BUAG_MAIN
TEXT

Table SDIMATABLE shall contain

DIMA OBJECT BUAG_MAIN

TABNAME FKKVKP
HEADER TAB X
OPTIONAL

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Starting a Dima Run

Call transaction sdima and create a new dima instance. The steps are described in the SCN blog How to create DIMa instance for the object
customer. Afterwards start a header compare. As shown in the results below 20 objects exists only on ERP side. Those entries you can directly
reload from ERP to CRM by marking them and pressing the send button.

Related Content
SAP Help - Dima
SAP Help - Creating a DIMa Instance
SCN - How to create DIMa instance

Related SAP Notes/KBAs

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Feature CRM_BUAG_ISU_BB_PROCEDURE

Purpose
Gives an overview about this new feature.

Overview
It is now allowed to maintain a different Budget Billing Plan procedure in Business Agreements.

Prerequisites
This feature is only valid for Utilities Industry and it is delivered via Support Package only.

This feature exists since versions CRM EHP4 SP01 and CRM EHP3 SP11.

Only for CRM EHP4 SP01, the report ECRM_ISU_KZABSVER_TO_ACT_BBP is delivered via SAP notes 2239616 & 2243757.
To enhance the ERP structure CRMT_BUAGS_EI_SPEC_DATA2 apply note 2234334 and the manual steps from note 2590275.

Activation
To be able to use this feature, you have to first to run report ECRM_ISU_KZABSVER_TO_ACT_BBP in CRM and then to activate switch
CRM_BUAG_ISU_BB_PROCEDURE in TA: SFW5.
Read documentation related to this report, provided with note 2239616.
If the exeption CALL_FUNCTION_REMOTE_ERROR is raised apply note 2393418.

Activate the feature CRM_BUAG_ISU_BB_PROCEDURE in the Utilities Features tool TA:. CRM_ISU_FEATURE.

Apply note 2234334, 2243757 and the manual steps from note 2590275 in the ERP system.

Possible business scenario

A utility company normally bills for its services at the end of a supply period, for example, during annual
consumption billing. Throughout the current period, it therefore charges budget billing amounts instead of the actual amount owed, in order to
remain solvent. You define the dates and the amount of the budget billing amounts in the budget billing plan. The budget billing plan forms the
basis for the increase in the budget billing amount.

You can use several budget billing procedures. Each of these have different ways of determining budget billing dates and amounts, managing
budget billing data and posting procedures.

Statistical budget billing procedure

Partial bill procedure
Payment plan procedure
Payment scheme

Please note: this new feature is available for changing Budget Billing Procedure 0 to any other valid Budget billing Procedure. Existing
limitations for changes of Budget Billing procedures on Contract Account within ERP IS-U are the same limitations for changes of BBP in CRM
Business agreement.

UTIL_SALES Business Role

IUBUAG/Details context node BUAG STRUCT.ACTIVE_BBP

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UTIL_IC Business Role

BUAG_DETAIL/BuAgMoreFields context node BUAG STRUCT.ACTIVE_BBP

Feature IU_BUAG_CORRESP_TYPES

Purpose

Gives an overview about this new feature.

Overview

By activating this feature, it is possible to display different correspondence partner for a business agreement (contract account) in CRM in the
roles UTIL_IC and UTIL_SALES.

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Prerequisites
This feature is only valid for Utilities Industry and it is delivered with CRM release 7.13.

This feature exists since versions CRM EHP4 SP09 and CRM EHP3 SP15.

With note 2514345 a new feature to enable correspondence partner master data management is delivery.
Apply all the notes mentioned in note 2514345 and do the manually steps.
Execute two following reports via transaction SE38:

ECRM_COPY_FKKVKCORR_CUST_TOCRM this report will copy related customizing from ERP to CRM system.

ECRM_FKKVK_CORR_TO_BUAG_CORR this report will copy information for corresponding partner (database table
FKKVKP_corr) from ERP to related CRM database table for existing Business Agreements in CRM system.

Activation
To be able to use this feature, you have to activate the soft switch IU_BUAG_CORRESP_TYPES in transaction: CRM_ISU_FEATURE.
The correspondence data is displayed in the new view IUBUAG/BuagCorrespBP and updated in table CRMM_BUAG_CORR.
Note: Since it was not possible to offer a switch in FI-CA on the ERP side, the correspondence data is now generally replicated to CRM
and stored in the table CRMM_BUAG_CORR.
Because it is not allow to replicate only certain data from the contract account, it is not possible to prevent this without
modification.

Related Content
Related SAP Notes/KBAs

2968808 - checkbox SUBSTITUTE not transferred from CRM to S/4 part 2

2968795 - Activity key is not copied via report ECRM_FKKVK_CORR_TO_BUAG_CORR
2935141 - Dump when reprocessing BUAG_MAIN because of CRMM_BUAG_CORR
2865125 - Error CRM_BUPA_FRG0130 478 raised during BDOC processing
2840722 - SMW01 BUAG_MAIN dump CRMM_BUAG_CORR

Common issues with the replication of correspondence data

Correspondence data are not replicated during request load of contract accounts to CRM

Symptom

Create a manual request TA: R3AR2 to transfer the contract account from IS-U to CRM.
After running TA: R3AR4 the correspondence data is empty in the BDOC container of BUAG_MAIN.

Solution

The correspondence data are not loaded with a request load.

After the contract account ist loaded to CRM, to bring the values for corresponding partners run the report
ECRM_FKKVK_CORR_TO_BUAG_CORR in CRM.

Performance issue of business agreements

Symptom

If a business partner has a lot of business agreements performance issue can occur during the replication and also in the identification.

Solution

Apply note 2924558.

Activity key is not replicated to CRM

Symptom

The activity key (ACTIVITY_KEY) is not replicated from ERP to CRM and updated on table "CRMM_BUAG_CORR".

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Solution

Apply note 2968795.

BDOC error CRM_BUPA_FRG0130 478 or 479

Symptom

Get BDOC error CRM_BUPA_FRG0130 478 or CRM_BUPA_FRG0130 478 479 on replication contract accounts from ERP to CRM.

Solution

Apply note 2865125.

Dumps with DBSQL_DUPLICATE_KEY_ERROR in SAPLCRM_BUPA_FRG0130_SAVE.

Symptom

An upgrade is done to CRM 7.13 patch SP15 or CRM 7.14 patch SP09. The replication of BDocs of the type BUAG_MAIN fails. A restart leads to
a program termination.

Category: ABAP Programming Error Runtime error DBSQL_DUPLICATE_KEY_ERROR Exception CX_SY_OPEN_SQL_DB ABAP Program
SAPLCRM_BUPA_FRG0130_SAVE

The error analysis refers to the database table "CRMM_BUAG_CORR".

Solution

Implement the following SAP Notes mentioned in note 2840722:

2819139
2806407
2847439
2855167

Replication Business Agreement

Symptom
A Business agreement not properly replicated from CRM to ERP or the other way around.

Solution
A reason could be structural differences between CRM and ERP. See the common raised bdoc errors and the resolution in KBA 1859256.

CRM Business Partner

Purpose
Overview
Related Documents
Related SAP Notes/KBAs

Purpose
Introduce Utilities specific Business Partner related information.

Overview
Introduce the concept of business partner, set-up and related notes.

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See wiki page Business partner overview

Related Documents
Cookbook: IS-U Specifics on the Set-Up-and-Load-Guide for the Business Partner and German.
Attention: Mentioned note 757955 is only relevant for upgrade to CRM 5.0 and was updated with note 908157.

Related SAP Notes/KBAs

Note 755107 - FAQ : Business partner replication ISU <--> CRM

Products

Purpose
Further technical information
Transactions:
Tables:

Purpose
Introduce CRM for Utilities specific product related information overview.

Further technical information

Transactions:

COMMPR01
COMM_HIERARCHY
COMM_ATTRSET
CRM_ISU_PRODHIER SCPR3

Tables:

COMM_PRODUCT
COMC_SETTYPE
COMC_SETTYP_ATTR

BRF plus for Utilities

How to use BRFplus system function IU_BRF_EXEC_TIMESTAMP_ADJUST, an example

With this Document we will show you the steps needed to use the BRFplus Function introduced with note2156070

Your are in a situation where you have created a BRFplus function assigned it to a product and released this version. After that you have seen
that the BRFplus function has an failure. If you now correct this failure, it will not work for the released version of that product only for later
version. With this note and the BRFplus function introduced with it, you have the possibility to run a product with a later version.

Lets go through the steps needed.

1. Correct the wrong BRFplus function which is already assigned to a released product version

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2. Open BRFplus workbench by entering transaction brfplus and search for function IU_BRF_EXEC_TIMESTAMP_ADJUST

3. If you have already created a own ruleset, you can use this one.

4. To create a new ruleset, you need a new BRFplus application

Therefore please go to the menu "Workbench" and "Create Application".

Assign a name and decide whether you only need a local copy or you want to transport it to an other system

5. Go inside of the new application to "Details" and here to "Default Settings". On this tab you need to activate the Versioning Mode and to
check the flag "Numeric Comparison for NUMC fields".
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6. Now go back to the assigned rulesets and open the ruleset IU_BRF_EXEC_TS_ADJUST_TEMPLATE

Now make a copy of that ruleset using the menu "more" and here "Copy".

Select your own application on the shown pop up and click "apply".

On the following pop up assign a new name and make sure the flag at "Include Referenced Objects" is NOT set.

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7. Activate the new Ruleset.

To do this you need to open the Ruleset Header on the Deteil Screen and set the flag Enabled, after this click the "Activate" Button from
the Toolbar.

8. After the activation you can go to the rule means to the decision table

After you have insert a new row, you can fill out the decision table by selecting each entry.

This row means that the function assigned to the product (first column) runs in the version which was actual at the time shown in the
column "Executing Timestamp". If you want to use this rule for every product in your system, you can leave the "Product ID" and
"Product Version" blanc.

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If you want to run your function always with the newest version, you need to use a time stamp within the future like you see in the
following picture

Product Transport

Related Documents
Transporting Utilities Products

Product Transport: Common Issues

The original version is not filled in target system when execute function 'update assigned
products'

Symptom

When transport products from a source system to a target system using the standard 'Transport' button from the product's overview page,
the original version is always filled in the target system. But when transport new version of a product module and afterwards 'update assigned
products' by clicking on the respective button in the product module's view a new version of the assigned product is automatically created. In
that new product's version, the original version is not filled anymore.

Steps:

1. Create product and product module in source system.

Product: Z_TRANSPORT_SP Version 001
Product Module: Z_TRANSPORT_PM1 Version 001
2. Assign product module to product.
Create a new version for product Z_TRANSPORT_SP -> Version 002

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3. Transport product Z_ TRANSPORT_SP to the target system.

(before it is necessary to transport the assigned product module Z_TRANSPORT_PM1)
4. Check the product Z_ TRANSPORT_SP in the target system.
→ Field ‘Original System/Version’ is filled

5. Create a new version for the product module Z_TRANSPORT_PM1- Version 002 in the source system.
6. Then press on ‘Update Assigned Products’.

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7. Transport this new modules version to target system.

The assigned products are not updated, only the product module was transported.
8. ‘Update assigned Products’ in the target system.
9. Check product Z_TRANSPORT_SP.

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-> A new product version is created, original version is not filled, because the new version was created in the target system
automatically by the ’Update Assigned Product’ function

Solution
Different system behavior when transport products after using the ‘Update Assigned Product’ function separately to the target system

1. New version of product module Z_TRANSPORT_PM1 created in source system.

2. ’Update Assigned Product’ function raised the version number for product Z_TRANSPORT_SP
3. Transport the new version of product Z_TRANSPORT_PM1 to the target system
This new version belongs to the current version in source system.
4. Transport the new version of product Z_TRANSPORT_SP to the target system.
This new version also belongs to the current version in source system.

When after transport a new version of a product module after that the 'update assigned products' function is triggered by clicking on the
respective button, the product is automatically identified as changed in target system and doesn't belongs longer to the version in the source
system. So the connection between the both systems in the product is lost which is correct.

Following procedure for this process is suggested:

- New version of product module is created in the source system.
- Then update assigned products by clicking on the respective button in the source system.
- Transport the new product module version to the target system -> new version xxx which belongs to version yyy in source system.
- Then transport new saleable product version to target system -> new version xxx which belongs to version yyy in source system.

The system doesnt realize the transport of the 'update his assigned products' function. So the transport needs to execute seperatly after
using this function in the source system.

Related Content

Products in general

Product Version in Contract and Quotation Management

This article will give information about the version handling of products in Contract and Quotation Management.

1.) A contract should be created out of an existing quotation

The Quotation was created with product PRD in version 01. In the meantime, the product PRD got a new version 02.
The new contract gets the product PRD in version 01, since customer expect to have the same conditions within the contract as offered
within the quotation.

QUOTATION → CONTRACT
Product PRD (01) → Product PRD (01)

2.) A quotation should be created out of an existing contract

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The quotation exist with product PRD in version 01 and the product PRD exist now in version 02.
The new quotation gets the product in the actual version 02, since customer expect to get new conditions offered instead of the existing
conditions of the contract.

CONTRACT → QUOTATION
PRODUCT PRD (01) → PRODUCT PRD (02)

3.) A contract should be changed by using correct contract

If the following steps are done the new version of a product is used:
Remove the product and start a roundtrip by pressing "enter" (system makes a roundtrip when the product field is empty).
Insert the product again → the newest version is used now.

PRODUCT PRD (01) → Roundtrip → PRODUCT PRD (02)

When no roundtrip was raised the product stais in his version.

This means when the product is just removed and inserted immediately again, nothing will change.

PRODUCT PRD (01) → no Roundtrip → PRODUCT PRD (01)

4.) A product change is done and the same product is used again
If the following steps are done the new version of a product is used:
Remove the product and start a roundtrip by pressing "enter" (system makes a roundtrip when the product field is
empty).
Insert the product again → the newest version is used now.

PRODUCT PRD (01) → Roundtrip → PRODUCT PRD (02)

When no roundtrip was raised the product stays in his version.

PRODUCT PRD (01) → no Roundtrip → PRODUCT PRD (01)

Recommendation: For utilities products (like electricity, gas,) SAP strongly recommends to
use PMU instead of PME
With CRM 7.0 EhP3 SAP developed a very powerful tool called the Product Modeling for Utilities (PMU).

The PMU provides you with a framework that integrates numerous new functions like the configuration, price object, status- and version
management, product transport, different usages, etc. in one UI.

With the fully and seamlessly integrated BRFplus framework you have a modern and open rule engine at hand where you can implement your
own logic according to your business needs without any modification.

This also means that with CRM 7.0 EhP3 the ‘classical’ Product Modeling Engine (PME) should be only used for the non-utilities products like
materials!

Of course the IPC is still supported also for utilities products (like electricity, gas, …) and can be maintained using the PME functionality.
Nevertheless for the utilities products (like electricity, gas, …) SAP strongly recommends to use PMU instead of PME!

Be aware that very many major functions like the Product Transport, BRFplus rule framework, Price Object, Reference Products, etc.…to name
just a few are available in PMU and not in PME with CRM 7.0 EhP3 already!

Also keep in mind that any future development will be done in the context of the PMU and not in the PME!

Materials configured with PME can be seamlessly integrated into the PMU via redefinition techniques without changing the materials and it’s
configurations!

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One special situation you have to keep in mind though: Assume you used utilities products (like electricity, gas, …) in lower releases than CRM
7.0 EhP3 with PME configuration. SAP does not provide a mass switch for all the contracts in the system using products with PME
configuration to products with PMU!

The switch in these contracts rather takes place on a one-to-one basis when the product in the contract will be changed ( via product
change). In case you don’t touch the old contract at all and create a new contract the old contact stays at it is, but the new contract should get
a product configured with PMU. This procedure ensures that gradually all you legacy data will be switched to the new technology!

The new PMU (Product Modeling for Utilities)

Note: For more details follow the links below:

Documentation
learning map: Please select "SAP Utilities in SAP CRM 7.0 EHP 3 " to get to your personal Learning Map. If you do not have access,
please read the information given on the right site of the page shown after clicking the link.

Technical Requirements for PMU

Using of old products in EHP3

Old products can be furthermore used even if EHP3 when all related switches are active.
Also if products are existing for a long time in the system they can still be used to create new contracts/quotations.
Here note 2111557 (or patch 8) needs to be implemented.
However those old products are not changeable. If this is required the attributes needs to be migrated.
New products are created directly with the help of the PMU (if the switch CRM_UT_ER_3 is active)
Generally it is recommended to migrate the old products for a consistent handling.

Absolute required Set Types are:

CRM_ISU_ATTR2
CRM_ISU_BRF
CRM_ISU_GROUPS
CRM_ISU_PROD
CRM_ISU_VALCON
CRM_ISU_VERS
CRM_ISU_VALRNG

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Further information’s are available in the Cookbook 'Defining Product and Product Packages CRM 7.0 EHP1 and EHP2' or in the SCN Key
Topic: SAP CRM for Utilities

Following are some information’s how the migration should work:

1. During migration, if the attribute is marked with Product-related usage in CRMC_IU_FLDMAP, then its View ID, Mandatory fields are
copied from table CRMC_IU_FLDMAP to the new set type CRM_ISU_ATTR2. For attributes which are not product related (e.g. item
category related), those fields won't be copied.
2. After migration, when you display the product in the product maintenance view, it always shows what is inside set type
CRM_ISU_ATTR2 regardless what changes were made in table CRMC_IU_FLDMAP.
3. When the product is used in an order, the attribute usage plays an important role. If the attribute marked as product related
in CRMC_IU_FLDMAP, then information like ViewID, Mandatory field are read from CRM_ISU_ATTR2; otherwise they will be read from
CRMC_IU_FLDMAP.

Utilities Product Common Problems

BRF+ Product price determination is not triggered when create an order

Symptom
When an order is created and a product is selected that have a BRF+ price determination, the function module is not triggered to determine
the price.

Solution

Make sure that the product status is released when create the order:

Technical Objects
Purpose
Overview
Further technical information
Tables
Structures
Classes
Badi
Report
Customizing
Related Content
Documentation
Related SAP Notes/KBAs

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Purpose

Technical objects like connection object, premise and point of delivery are utilties specific objects. The data can be created on both the CRM
side and on IS-U side and will be exchanged through the CRM Middleware. On CRM side the Data Import tool (DIT) can be used to import
technical data like from an excel or csf file. The created connection objects and POd have a temporyry flag set so that they are not replicated
into the IS-U system right away.

Overview
BSP-Komponentes IUIOBJS, IUICOBJD

Further technical information

Tables

ECRM_ISU_PAR_TO SI Specific CRM Paramters for technical objects

Structures

On CRM side

Structure Description

ECRM_ISU_NAV_COMPLETE Structure for IS-U Navigator Search (Display)

ADDR1_FIND Address search parameter

CRMT_TECHOBJ_COB Connection Object with Address

CRM_ISU_CONNOBJ_ATTR Attribute Structure for [Link] Object IsuConnobj

CRM_ISU_PREMISE_ATTR Attribute Structure for [Link] Object IsuPremise

CRM_ISU_DEVICE_ATTR Screen Fields for Device

CRM_ISU_DEVICEDEVLOC_ATTR Screen Fields for Device

CRM_ISU_DEVLOC_ATTR Device Location

CRM_ISU_INSTLN_ATTR Attribute Structure for GenIL Object IsuInstIn

On IS-U side

Structure Description

EISU_IL_MD_DEVICE IC Web Client Transfer Device

EISU_IL_MD_INSTLN IS-U IC WebClient: Transfer Installation by RFC

EISU_IL_MD_PREMISE IS-U IC WebClient: Transfer Premise by RFC

BAPI_EHAUADR CRM: Address Connection Object

BAPI_EUI_UC CRM: Master Data for Point of Delivery

Classes

Class Desription Method Help

CL_ECRM_ISU_SI_SEARCH GET_T_TECHOBJ_DETAILS

Badi

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ECRM_ISU_SI_TO_EVENTS

ECRM_ISU_BAPI_TO

IBSSI_RECEIVE_TO_DWN

IBSSI_SEND_TO_UPL

IBSSI_RECEIVE_TO_UPL

IBSSI_RECEIVE_TO_UPL

Report

ECRM_ISU_FILL_TO_INDEX Fill Index Table

Customizing
Transaction crm_isu_img ->Technical Objects
Transaction Spro ->Customer Relationship Management ->Master Data ->Installed Base -> Installed Base Category -> Define Installed Base
Category and Installation Rules

Related Content
Documentation

Cookbook: Replication of technical objects

Related SAP Notes/KBAs

Notes:

KBA:

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2313582 Customer address fields on Point of Delivery not saved
1852215 CRM-IU: Technical objects can be saved although mandatory fields are not filled
1585870 ICWC: Technical objects not visible in Web UI
1775756 CRM-IU: IUICOBJD\SingleObjectViewSet disappears after enhancement

Address management

Purpose

Explain briefly the purpose of this page (Why it is useful to the community/reader). E.g. The purpose of this page is to clarify the
understanding of the system logic and requirements in relation to.....

Overview

This should be an executive summary of the content and argument being made in the document. Basically a summary (not repeat) of the
information you are explaining.

<Section Title>

This is the main body of your WIKI Page where you talk through the system logic or behavior you are explaining. Use pictures to emphasize the
points you are trying to make or to illustrate the transactions/selection screens/reports etc.

<Another Section Title>

Same as the first section, this is also part of the main body of the WIKI. You can add as many sections as you require to make the information
you are explaining as clear and simple to follow as possible.

Related Content

Related Documents
Insert SAP Help links or other WIKI content link.
Please hyperlink the title of the related document

Example: Explanation about how to create a WIKI page

Related SAP Notes/KBAs

Insert links to any related SAP Notes/KBAs that support your topic or are related. Please hyperlink ONLY SAP Note or KBA number.
Example:

SAP Note 83020: What is consulting, what is support

SAP KBA 12345: This is an example KBA link

(Use the following Hyperlink with SAP Note/KBA number at end: [Link]
__________________________________________________________________________________________________________

Use this structure to help you compose your contributions for WIKI and at the same time will ensure spelling and grammar.

Delete Point of Delivery, Premise or Connection Object

Purpose

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The purpose of this page is to describe how the Point of Delivery (POD), Premise or Connection Object can be deleted. For the inheritance for
deletion flags see the badi ISU_LOEVM_CASCADE on ERP side.

Set Deletion flag on POD, Premise, Connection Object and Installation

1. POD
The deletion flag can be set on IS-U side in TA: EEDM10 or in the CRM WebUI view IUICOBJD/PointOfDelivery STRUCT.PD_LOEVM.
The flag on database level is EUIHEAD-LOEVM in IS-U and ISU_POD-LOEVM in CRM.
Note: Available with note 2385582.
2. Premise
The deletion flag can be set on IS-U side in TA: ES61 or in the CRM WebUI view IUICOBJD/Premise node premise STRUCT.VS_LOEVM.
For the premise the field on database level is EVBS-LOEVM in IS-U and ECRM_ISU_EVBS-LOEVM in CRM.
Note: The deletion flag can be used only if the premise is activated as own object in CRM.
3. Connection object
The deletion flag can be set on IS-U side in TA: ES56 or in the CRM WebUI view IUICOBJD/ConnectionObject node connection object
STRUCT.CO_LOEVM.
The flag on database level is EHAU-LVORM in IS-U and ISU_CONNOBJ-LOEVM in CRM.
4. For the installation on ERP side the deletion flag can be inherited to the point of delivery. For the premise the inheritance is to the
installation and point of delivery. Here see note 2475083.

Replication of deletion flag for Technical Objects

This feature exists since version CRM 700 EhP3.

To activate the feature in CRM implement SAP Note 2236700, 2234374 and in IS-U implement SAP Note 2229455.

Additionally you need to adopt the used master data templates and maintain the new fields:

Connection Object: LVORM Parameter EHAU_LOEVM

Premise: LOEVM Parameter EUI_VS_LOEVM
Point of Delivery: LOEVM Parameter EUI_LOEVM

Delete technical objects

Report ECRM_ISU_PROCESS_DELETED_IBASE or ECRM_ISU_PROCESS_DELETED_IB should be used to have the functionality to mark the
IBASE for deletion, so the IBASE can be removed during the archiving process. Two criteria’s needs to be fulfilled that report
ECRM_ISU_PROCESS_DELETED_IBASE deletes technical data (Connection Object, Premise, Point of Delivery) including the ibase which can
also marked for archiving:

1. The deletion flag need to be set on database level.

2. No active quotations or contracts should exists for the given Connection Object or Point of Delivery.

See note 2421513 - Program to reconcile CRM IBASE with ISU Service Address and mark IBASE for deletion

Premise own object

Purpose

The purpose of this page is to clarify the understanding of the system logic and requirements to use premise as own object the WebIC.

Activation

Following the steps to activate premise as own object:

1) Adjust the number range object ISU_NUMPRM. Here see information in the KBA note 1927349.

2) Activate trough Report ECRM_ISU_FILL_TO_INDEX Fill premise table ECRM_ISU_EVBS.

Click on "Execute".

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Check that the flag PRMTAB_ACT in table ECRM_ISU_PAR_TO is set and the table ECRM_ISU_EVBS is updated with the premises.

Note: Make sure that the report to fill index table ECRM_ISU_TO_IDX has been run for you before starting the report to fill premise table
ECRM_ISU_EVBS to avoid performance issue.
This can be determined by whether entries already exist in the table ECRM_ISU_TO_IDX.

3) Map new attribute VST_NEW_KEY in ISU MDG template CRM_POD_INST.

See also the note 1536520 - MDG: External number assignment for premise

Technical information
Tables

Table Description

ECRM_ISU_EVBS Utilities industry-> CRM premise

ECRM_ISU_V_EVBS Utilities industry-> CRM premise address

How to find premise entry about Point of Delivery

Select premise GUID about field FF0047 from table ISU_POD and insert it into field PRM GUID in table ECRM_ISU_EVBS.

Related Content

Related Documents

Related SAP Notes/KBAs

Note 2288495 ECRM_ISU_EVBS-PRM_GUID not retrieved during update of PoD data
Note 2265881 ECRM_ISU_EVBS customer fields is not filled when replicating from ERP
Note 2154815 Table entries in ECRM_ISU_EVBS not deleted
KBA 1927349 CRM-IU: "For object ISU_NUMPRM, number range interval 01 does not exist"

Technical Objects: Common Problems

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COM_PRODUCT 713

Symptom
The symptom occurs only in very rare cases and need special steps. Basically the issue occurs if you perform the following steps:

1. Search for premise with address. Identify the existing premise.

2. Change e.g. a customer field of the point of delivery.

3. Change the address of premise.

4. Choose the connection object and press save.

5. An error appears COM_PRODUCT 713 and the changes are not saved.

Solution

Apply note 2059922 and 1831474.

Data cannot be saved for customer own fields added to the Point of Delivery

Symptom

The point of delivery was enhanced with customer own fields using standard enhancement tool provided in IMG:

TA: CRM_ISU_IMG > Technical Object > Enhancement of Technical Objects > Enhancement of Points of Delivery

From the configuration of set ypes and execution of the report, the customer own fields are display in the view IUICOBJD/PointOfDelivery .

But when it comes to data saving to those fields, it does not save the data.

Solution

The customer fields are available in the include CI_POD but missing as append in the structure COMT_PROD_MAT_MAINTAIN_API.

Transport the fields to the structure COMT_PROD_MAT_MAINTAIN_API.

Call Transaktion COMM_ATTRSET and go to menu Set Types/Attributes select link Transport -->Set Type.

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Insert the set type and set the flag on "Create API Append".

Checking the structure COMT_PROD_MAT_MAINTAIN_API about TA:SE11, here the set type has to be found as an append.

Related Documents

See also SAP help: Cust. Fields for Tech. IS-U Objs. in SAP CRM 4.0& SAP IS-U 4.71

Cookbook: IS-U/CRM Integration:Replication of Technical Objects

Details for Premise and PoD not displayed in the result list for connection object

Symptom

When you search for premise with connection object by address in the view IUICOBJS/COBYADDR no premise is found and displayed in the
result list.

Test the query with transaction code: CRM_ISU_BOL_BROWSER.

Select the query COBYADDRQuery and insert the search criteria city, street,housenumber and click on "Find". The connection object is found
but the relation PremiseRel is empty:

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Solution

Check first if the flag for the index for technical objects is active. Call transaction SE16 and insert table ECRM_ISU_PAR_TO. If the flag for the
index INDXTO_ACT is missing run the upgrade report ECRM_ISU_FILL_TO_INDEX.

Steps:

1. Go to Transaction: SPRO --> Customer Relationship Management --> Industry-Specific Solutions --> Utility Industries --> Technical
Objects --> Implement New Address Types and Performance Improvements
2. Block "Fill index table ECRM_ISU_TO_IDX for a better search performance" and execute with blocksize 500 to fill or update table
ECRM_ISU_TO_IDX.

3. You can trigger the report several times for example to correct data inconsistencies.

Related SAP Notes/KBAs

KBA:
1585870 - ICWC: Technical objects not visible in Web UI

Dump in program SAPLECRM_ISU_WSP_INDICATOR

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Symptom

Execute the section "Enhance CI POD query to enable searching by customer fields" in the node "Enhance the Point of Delivery", get a dump in
program "SAPLECRM_ISU_WSP_INDICATOR" on run of report ECRM_ISU_TO_ENH_POD..

Solution

The reason of the dump is the data type of customer own attribute assigned to own set type.

The attribute data type is set to SSTR (SSTRING). This attribute type is not supported by the structure ECRM_ISU_NAV_COMPLETE.

Change the attribute type on own attribute to CHAR for example.

Dump with report ECRM_ISU_FILL_TO_INDEX

Symptom

When the report ECRM_ISU_FILL_TO_INDEX is executed and an ST21 dump with CONVT_OVERFLOW/CX_SY_CONVERSATION_OVERFLOW is
observed.

Solution

Then please check the parameter rdisp/max_gateways whether here a value over 32767 is maintained. If so please reduce the value to e.g.
32000.

Error CRM_IB 051: Master data does not exist for IBase objects

Symptom

The connection object and point of delivery was enhanced with customer own set types. The set types are created in a customizing client and
transported into a test or demo client.

In the test or demo client new technical objects are created in the WebIC. But it is not possible to save all objects successfully because of
error message:

Error CRM_IB 051: Master data does not exist for IBase objects

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Solution

The transport was not successfully. Therefore import all related transports including the standard and customer own set types with flag "API
append" again.

We recommend also to run report ECRM_ISU_TO_ENH_POD in each client because the table ECRM_ISU_DIV_SET is client specific

No update of technical objects after reassign in transaction ES64

Symptom

When a premise or point of delivery (POD) is reassigned with the IS-U transaction ES64 the changes are not replicated to CRM.
This occures if more then one point of delivery exist for the premise for eample a POD with type MaLo and type MeLo and a filter is used on
BAdI IBSSI_SEND_TO_DWN with method CL_IM_SEND_TO_DWN IF_EX_IBSSI_SEND_TO_DWN~FILTER_DATA to filter out the MeLo POD.

Solution

Apply note 2689145.

The functionality can be activated via Feature Framework. To activate it, perform the following steps:

1. Open transaction FKK_FEATURE_ADMIN.

2. Expand the node IS-U-CS-CRM.
3. Check whether the feature ISU_FEATURE_EUIINSTLN_COMPL is already activated.
4. If it is not active, press the button 'Feature Activation' which will jump into BRF+ (Business Rule Framework plus). If the feature is not
present in the table, insert it into it. Activate the feature by setting the value to 'true'.

Search for Street_long

Symptom

Why is the Search for Street_long not used and only Streets with 25 digits are considered

Solution
Workaround If you want to search for street names longer then 25 digits in the Premise Search then you need to add a Premise search
field additionally.

In the search view for premise (IUICOBJS/VSBYADDR) the field "STRUCT.STREET_LNG" is used. You search for an address with country,
city, postal code, region and street only. Then the search field MC_Street is used which limits the search to 25 digits.

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With Note 1997998 the field "STREET_LNG" is mapped to the database field "Street". When you add one of the search fields "Street 2",
"Street 4", "Floor", or "Apartment Number" then field street with 60 digits is used in the search.

Note:

A F4-help on field STRUCT.STREET_LNG field in IUICOBJS/VSBYADDR cannot be provided because the field [Link] should be used
to search for street.

An other option will to search with 24 characters together with "*" at the end.

VSBYADDRQuery does not work with HOUSE_NUM2

Symptom

When searching for premise with supplement number (attribute STRUCT.VS_HOUSE_NUM2) in the view IUICOBJS/VSBYADDR no premise is
found.

Test the query with transaction code: CRM_ISU_BOL_BROWSER.

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Select the query VSBYADDRQuery and insert the search criteria city, street,housenumber and click on "Find"

No premise search results are displayed.

Solution

The premise address was not created with supplement number. Check the address data for the premise in table ADRC.

Here you can see that only a connection object address exists with HOUSE_NUM2 = "A". No address with HOUSE_NUM2 = "A" exist for
premise. The premise addresses are created with ADDR_GROUP "ISUB" and the connection objects with "ISUA".

Change the premise in the WebIC, add the missing supplement number and save the premise.

Search the premise with supplement number and the premise will be found and confirmed.

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Contracts and Quotation

Contract Management
Purpose
Overview
Technical information
Packages
Classes / Interfaces
BAdI's
Structures
Components
Customizing
Number range objects
Data base tables
Related Content
Related Documents
Related SAP Notes/KBAs

Purpose
Tips and Tricks around the contract management.

Overview

Utility contracts are utility service agreements between a utility company and its business partners.

The Contract Management is used to display a list of contracts for a business partner, to perform processes for the contracts and to access
details such as contract data, product information, status, bill information, and cancellation data.
The contract management work center is designed to quickly perform contract related processes. It is not intended to be used as an overview
page.
An overview about the contract history can be found in the Account Overview or Premise Overview.

Technical information
Packages

Package Short description

CRM_IU_IC_6X_SI_PROC Base package of process framework (contains all relevan sub packages for process handling)

CRM_IU_IC_6X_SI_PROC_FRW Utilties Process Framework (contains for i.e. also all customizing tables)

CRM_IU_IC_6X_SI_PROC_FRW_UI Utilties Process Framework: UI handling

CRM_IU_IC_6X_SI_PROC_IMPL Process implementation classes

CRM_IU_IC_6X_SI_PROC_IMPL_UI Generic process interface (Handling of IUPRIVIEW)

CRM_IU_CI_BTX Utilities Business Transactions C&I

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CRM_IU_IC_6X_SI Utilities: IC WebClient - Sales Integration

Classes / Interfaces

Name Short description

CL_CRM_IU_PROCESS_MGR with Utilities process manager

interface IF_CRM_IU_PROCESS_MGR

IF_CRM_IU_PROCESS_CHECK Process Framework: Check Repository Interface

IF_CRM_IU_PROCESS_HEAD Utilities processes: Header

IF_CRM_IU_PROCESS Utilities processes: Items

IF_CRM_IU_PROCESS_CTXT Utilities processes: Context

IF_CRM_IU_PROCESS_LOG_ACCESS Utilities processes: Log access

BAdI's

Name Short description

BAdI ORDER_SAVE with interface BAdI CRM Order Save

IF_EX_ORDER_SAVE

BAdI CRM_ISU_SI_ORDER_ITEM_BADI with BAdI for Utilities Order items

interface IF_CRM_ISU_ORDER_ITEM_BADI

BAdI CRM_ISU_ORDER_ITEM_CONFIG with Action points for customer logic during

interface IF_CRM_ISU_ORDER_ITEM_CONFIG mass product change process introduced
with note 2232768

Structures

Name Short description

CRMT_IU_PROC_CONF_STRUCT* process configuration structure for each process category

-> defines what is displayed in the process customizingprocess

Components

Name Short description

IUPRMAIN Utilities Contract - Process Framework

IUPRVIEW Utilities Contract (Views for single processes)

IUICCON IC Utilities Contract management overview

IUICCOND IC Utilities Contract / Quotations details

IUCONFIG IC Utilities Configuration

IUICACCPAY IC Utilities Account Payment Data

IUICCONPAY IC Utilities Contract Payment Data

IUICCONSUM IC Utilities Contract Payment Summary

IUICITEMD IC Utilities - Contract Item Details

IUCONH Utilities Contract - Header

IUCONI Utilities Contract - Item

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IUICQUOT IC Utilities Quotation management overview

IUDEREG Utilities Market Communication Data

IUPRICES Utilities Prices

IUCONS Utilities Contract - Search

IUPRLOG IU Process Log History

IUICIPC IC Utilities IPC

IU1OTREE BOTree for Util1Order Component

Customizing

Transaction Short description

Transaction: CRM_ISU_PROC Process definition Customizing

Transaction: CRM_ISU_CONFIG Maintain view for table CRMC_IU_FLDMAP

View: CRMV_PROC_TYPE Definition of item types

View: CRMV_ISU_SI Define process profile, assign process profile to Function profile IUPROCESS in the business role

View: CRMV_IU_PR_PROAS Assign processes to the process profile

View: CRMV_IU_PR_DEF Define processes

View: ECRM_ISU_V_PROCT Assign Process Categories to Transaction Types

Transaction: CRMV_EVENT Customizing Event Handler: Registration of events per business object

Number range objects

Object Description

CRM_EVER Contract Numbers IS-U Contract

CRM_SALES Number Range for CRM Sales Transaction

Data base tables

Table Short description

CRMD_ISUEXTA4 Index table for IS-U contracts and quotations

CRMV_ISU_INDEX_H IS-U Index table: Header

CRMV_ISU_INDEX_I IS-U Index table: Item Table

CRMD_ISU_CONT Container for IS-U contract

CRMD_ISU_INCMPLT Storage table for all incomplete IS-U contracts

CRMD_ISULOGA8 Change history

CRMD_ISUSECA5 Security deposit

Related Content
Related Documents

SAP Help Portal:

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Cookbooks:

Related SAP Notes/KBAs

SAP Notes
1843479: Integration IS-U - CRM of Contract Processes
2573686: Best Practices Guide for SAP CRM for Utilities Sales for C&I customers

SAP KBA
1771145: CRM-IU: Integration of UTIL_SALES components into an UTIL_IC role
1763180: CRM-IU: no IS-U specific checks in contract management

Address Management during contract processes

Purpose
The address management function controls what happens with the premise addresses in accordance with the contract process.

Overview

This document will explain how the addresses are created for the business partner addresses during the Move-in process.

Further technical information

BSP-Komponents:
Package:
Customizing transaction CRM_ISU_IMG: Table CRMC_ISU_ADM_CUS

Important classes:

Class Description Method Help

CL_CRM_ISU_ADDR_MGT

CL_CRM_ISU_ADDR_RULES

CL_ECRM_IU_IL_ADDRMGT_ROOT

Badi

Badi name

CRM_ISU_ADM_ADJUST_CUST Adjust Customizing

CRM_ISU_ADM_SET_USE_VALFROM SET_USE_VALFROM

CRM_ISU_ADM_CHECK_USE_VALFROM CHECK_USE_VALFROM

Message Classes: CRM_IU_IC_ADRMGT

User parameter:

Related Content

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Related Documents

Related SAP Notes/KBAs

Contract Management - Common Problems

Cancel New Contract is not reversing Forced Move-Out Contract

Symptom

A new contract is created which forces the move-out of an existing contract. Later on the new contract is cancelled.
The expectation is that the reversal of new contract triggers also the reversal of the forced move-out contract.

Solution
In standard there is no automatic process available to reactivate a contract which was ended due to a forced move-
out when the new contract is cancelled.
This has to be done in two separate steps; first cancel the new contract and second cancel the contract end to get the old contract reactivated.

It is possible to implement a check within the process check framework.

Example:
During the cancellation of the new contract this check can determine if there exist a former forced move-out contract.
If so a warning message can be displayed that the forced move-out needs to be cancelled, too.

Exception DATREF_NOT_ASSIGNED or CRM_IU_IC_6X_SI_PROC 203

Symptom
During selection of a line item in a quotation or contract process an exception is raised with "Access using a 'Null' data reference is not
possible" .
Within the CRM IU solution the IPC based product definition is used instead of the for utilities rather recommended lean configuration.

Or

A product change process (PROD_CHANGE_CURR) is executed and error messages CRM_IU_IC_6X_SI_PROC 203 and
CRM_ORDER_MISC 207 are raised.

Or

When trying to end a contract the customized fields are not updated in the database.

An upgrade of CRM 7.0 EHP3 was done. No entry is maintain in the utilities lean product attribute configuration ( table CRMC_IU_FLDMAP).

Solution

To avoid exception "Access using a 'Null' data reference is not possible" either note 2364529 can be applied, or alternatively at least one entry
in the Utilities Lean Product Attribute Configuration needs to be maintained even when IPC is used.
Reason:
The application implementation has been changed. A new method GET_BUFFER for class CL_CRM_ISU_PROD_BUFFER is introduced which
reads all the product attributes.

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Therefore at least one entry in customizing table CRMC_IU_FLDMAP is needed (Transaction: CRM-ISU-IMG Path: Transactions -> Simplified
Configuration -> Maintain Simplified Configuration Attributes)
Recommendation:
Add one dummy entry, similar to the one below
DUMMY dummy INT4 Product | Visible if Parameters Allocated to Product Modifiable Do not display

Related Content
KBA 2159349: explains more details about the handling of the attributes during product change process.

Product change processes

Symptom
Product change process doesn't work as expected, especially when using UTIL_SALES business role

Solution

The product change processes PROD_CHANGE_CURR and PROD_CHANGE_NEW were developed and intended to be used for business role
UTIL_IC only. In business role UTIL_SALES a product change is achieved via quotation accept process.

Over the years, there were made changes on the product change processes. For now process PROD_CHANGE_CURR is also supported in
UTIL_SALES role, but furthermore not process PROD_CHANGE_NEW. This is because on the UI side there is no handling of the new header
generated from PROD_CHANGE_NEW, thus there is no new time slice saved.

Beside the product change processes there are two types of product change via quotation accept process:

1. Explicit:
Create a quotation out of an existing contract, then accept the quotation.
2. Implicit:
Create a standalone quotation with an occupied Point of Delivery (PoD) by an active contract. If the quotation has the same business
agreement as the contract, then the product change is triggered upon quotation accept.
Or in UTIL_IC role:
Confirm an account and premise with active contract. Start the New Contract process and use the same Business Agreement. After
submitting the new contract the product change process is triggered.

As this is a kind of product change in new document it is only working in UTIL_IC role (process QUOTATION_ACCEPT) and is not
intended to be used in role UTIL_SALES (process QUOT_ACC_ALL_CI).

As soon as the Business Agreement OR the PoD is changed it is no longer treated as a product change process but a new contract is created.
→ In UTIL_IC role the old contract will be ended due to a forced move-out automatically and the new contract will be created.
→ In UTIL_SALES role process forced move-out is not supported and the old contract need to be ended separately.
If this is not done before the new contract is created then the new contract is saved with error "PoD is occupied" (ECRM_ISU 034). This can

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be resolved by ending the old contract and saving a dummy change in the new contract afterwards.
This is valid for explicit and implicit product change.

Symptom
Product change process: Several fields can't be changed anymore

Solution

Please read SAP KBA 2439313 about the solution for several fields

Symptom

Only last time slice of a product change is shown in contract management

Solution
Within the Contract management work center only those contracts or contract time slices were displayed where it is possible to perform a
process action. That's why only the newest time slice of the contract with product change is visible (where it is possible to create a new
product change or cancel the existing one or to end the contract). As no actions were possible for the first time slice of product change it is
not displayed here. It would be displayed again when the product change is cancelled.
To get an overview over the whole contract history either the Account Overview (to display history for one account) or Premise Overview (to
display history for one premise) can be used.

Replication of a new contract in case a forced move-out is involved

Symtom

A new contract is blocked in CRM and is not replicated to IS-U.

Solution
When a new contract is created which forces the move-out of an existing contract the new contract gets status I2413 (wait for end of supply).
This status prevents the replication of the new contract (is blocked) as long as the forced move-out isn't replicated successfully and as long as
this is not communicated back to CRM.
Often the old contract gets stuck in transaction ECRMREPL in ERP and needs to be reprocessed. The status I2413 is cleared in function
module CRM_ISU_DOWNLOAD_BTMBDOC_VAL. This function module is called during the re-replication of moved-out contract from IS-U and
should reset status I2413 and initiate the processing of new contract.

If for some reasons the re-replication of forced moved-out contract doesn't clear the status report ECRM_ISU_CHECK_I2413 can be used to
correct contracts with wrong I2413 status to get them replicated.

Related Content
Handling of status in deregulated environment

The Copy Business Partner Address Button is inactive

Symptom
Create a quotation or contract in business role UTIL_SALES or a copy of it. Then assign a new Point of Delivery (POD) to an item. Afterwards
create a new connection object, premise and POD. Now you want to copy the business partner address assigned to the quotation or contract.

The button "Copy Business Partner Address" is not active.

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Solution
In role UTIL_SALES the button is inactive because no business partner is confirmed.

See the SAP Help Object Workbench in the Interaction Center:

The pushbutton "Copy Business Partner Address" enables the system to use the business partner address of a confirmed business partner
as the address of a new connection object if the workbench was started to create an object using a template.

Processes
Purpose
Overview
Technical information
Customizing transaction
Process Framework
Execution mode of processes
Interfaces
Base Package for process framework
Main part and important class
Related Content
Cookbooks
SAP Community
Notes / KBA's

Purpose

This section should describe the contract processes.

Overview

Contract processes are used to reflect interactions between Utilities company and end customer.
The list contains the main contract processes used in the B2C (business role UTIL_IC) and B2B (business role UTIL_SALES) environment.
Each document contains a short description of the process and it's technical implementation.

Furthermore this section contains a description of the most common problems and its solution.

Technical information
Customizing transaction

CRM_ISU_PROC

Process Framework
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All Utilties processes are using the process ramework.

Process header class methods were executed once per process.

Process item class methods were executed once per item.

Execution mode of processes

Process User Interface

- Processes are using a view of UI compopnent IUPRVIEW, like processes CONTSTART_CANCEL, CONTSTART_CHANGE or
PROD_CHANGE_PAR2
Own User Interface
- These are often guided processes like CONTRACT_START or CONTRACT_END which are using process specific views
Without User Interface
- Background One Click Process:
For i.e. forced move-out (is always started as a subsequent process without further view or user interaction)
- One Click Process:
Like cancel processes (just started and were executed without further view or user interaction)

Interfaces

IF_CRM_IU_PROCESS_HEAD
IF_CRM_IU_PROCESS_CTXT -> contains the context for the whole process and there is created one context object per process
IF_CRM_IU_PROCESS_LOG_ACCESS
IF_CRM_IU_PROCESS

If customer will save other objects (need to be BOL objects) method REGISTER_ENTITY_FOR_SAVE should be used to be able to handle it
automatically from process framework (or REGISTER_ENTITY_FOR_FOLLOW_UP when process contains a follow up)

Base Package for process framework

CRM_IU_IC_6X_SI_PROC -> contains all relevant sub packages for process handling
- Framework (contains also the customizing tables)
- Framework UI
- Process implementation classes
- generic process interface (IUPRVIEW views and processes)

Main part and important class

CL_CRM_IU_PROCESS_MGR

IF_CRM_IU_PROCESS_MGR~IS_EXECUTABLE
Determines the process and starts IS_EXECUTABLE at header and later on item level; if there are any sub processes then they
were also checked.

- IF_CRM_IU_PROCESS_MGR~IS_COMPLETE
Starts with the sub processes, then the items and then the header

- IF_CRM_IU_PROCESS_MGR~START
- Is only executed when IS_EXECUTABLE was true
- Build context
- Executes start method of process
- Register BOL objects for save

Related Content
Cookbooks

Utilities Process Framework

Selling Products and Product Packages in the Utilities Industry

SAP Community

Process Framework in Contract Management – SAP CRM for Utlilities

The Utilities Check Cockpit (UCC) and the Check Repository in the process framework

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Notes / KBA's

SAP KBA 1658314 - CRM-IU: contract management overview - no update of contract list
SAP KBA 1658391 - CRM-IU: Contract can be saved although mandatory fields from product configuration are missing
SAP KBA 1763180 - CRM-IU: no IS-U specific checks in contract management
SAP KBA 1763193 - CRM-IU: error message concerning dates in contract management
SAP-KBA 1876165 - CRM-IU - Process FRW: Error message of check framework doesn't update status of process bar

B2B processes

Overview

B2B Process ID Description

CI_END_CANCEL C&I Cancel contract end

CI_START_CHANGE C&I Change Contract Start

CNTR_CHANGE_CI Change contract C&I

CONTRACT_END_CI Contract End

CI_START_CANCEL C&I Cancel contract

PRODCHG_CNC_CI C&I Product Change Cancellation

PROD_CHANGE_CURR Product change in same Document

PROD_CHANGE_PAR2 Replacement Product Change

SUPPLY_END_CI Supply End

QUOT_CREATE_CON1 Create Quotation out of contract

QUOT_CREATE_CON2 Create Quotation UI

B2C processes

Overview

B2C Process Description

CONTEND_CANCEL Cancel contract end

CONTEND_CHANGE Change contract end

CNTR_CHANGE_QA Follow up process of QUOTATION_ACCEPT

CONTRACT_CMPLT Complete Contract

CONTRACT_CORRECT Correct Contract

CONTRACT_END End Contract

CONTRACT_START Start Contract

CONTSTART_CANCEL Cancel contract

CONTSTART_CHANGE Change contract start date

PROD_CHANGE_CURR Product change in same Document

PROD_CHANGE_NEW Product change in new Document

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PROD_CHANGE_PAR2 Replacement Product Change

PRODCHANGE_CNC Cancellation of Product Change

FORCED_MOVEOUT Forced move-out

Process CNTR_CHANGE_QA

What does this process do?

The process Followup process for QUOTATION_ACCEPT (CNTR_CHANGE_QA) has been implemented as the subsequent process for
the Accept Quotation process (QUOTATION_ACCEPT).

Integration in IC
This process is not started directly.

Settings

Process Category IUCC (Contract Change)

Follow-up Process none

Execution Mode Own User Interface

Technical Implementation Description

Header Implementation

No header implementation.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_CNTR_CHANGE_QA

Method IS_EXECUTABLE

Check if it is a quotation.

Method START

Trigger ON_DATE_CHANGE event by changing date back and forth. This is needed to determine if Forced Move-out need to be involved as the
date might have been changed already from Accept Quotation process.

For deregulated Scenario: Create switch messages.

Method IS_COMPLETE

Checks if a Business Agreement is assigned.

Method CANCEL

Checks if it is possible to delete the created contract items and cancels the process.

Process CONTEND_CANCEL

What does this process do?

This process cancels the end of a contract.

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Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Go to Contract management Work Center.
Select at least one contract and press button "Change Contracts".
On next view choose process "Cancel Contract End" and press button "Start Process".
Afterwards use the Button “Finish Process”

Settings

Process Category IUD3 (Changes to Dates)

Follow-up Process none

Execution Mode Process user interface

Process Configuration

SWT_MSG_GROUP_CN Switch Action Group

View

UI Component Name IUPRVIEW

BSP-Controller-Name EndSupplyWindow

View Name IUPRVIEW/EndSupply

Name of process view CANCEL_CONTEND

Technical Implementation Description

Header Implementation

No header implementation.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_CONTR_END_CANCEL

Method IS_EXECUTABLE

Check contract item is not stopped due to a product change process.

Check ISU requested end date of contract item is not initial.
Check contract item is not cancelled.

For deregulated scenario: Check some status settings additionally.

Method START

Set ISU requested contract end date to an initial value.

For deregulated Scenario: Create switch messages.

For others: Set contract end date to an initial value.

Process CONTEND_CHANGE

What does this process do?

This process changes end date of a contract.

Integration in IC

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To be able to run this process at least an Account needs to be confirmed.
Go to the Contract Management Work center
Select at least one contract and press button "Change Contracts".
On next view choose process "Change Contract End" and press button "Start Process".
Enter a “Desired Contract End Date” and finish the process

Settings

Process Category IUDC (Changes to Dates)

Follow-up Process none

Execution Mode Process user interface

Process Configuration

SWT_MSG_GROUP_CN Switch Action Group

SWT_MSG_GROUP_CR Switch Action Group

View

UI Component Name IUPRVIEW

BSP Controller Name EndDateWindow

View Name IUPRVIEW/EndDate

Name of Process View CH_CONTEND

Technical Implementation Description

Header Implementation

No header implementation.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_CONTR_END_CHANGE.

Method IS_EXECUTABLE

Checks that contract item is not stopped due to a product change process.
Checks that the "ISU Requested Contract End" date of contract item is not initial.
Checks that contract item is not cancelled.

For deregulated scenario:

Checks that item doesn’t contain status I2408 (Deactivation accepted) or I2409 (Deactivation Rejected). In both cases it isn’t possible to
change the contract end date anymore.

Method START

For deregulated Scenario: Create switch messages.

For all cases: The "ISU Requested Contract End" date is determined.

Method ON_DATE_CHANGED

Works only for appointment type "ISU Requested Contract End".

For deregulated Scenario: Do nothing as the new contract end date will only set after response from market partner.
For others: Set contract end date according to the new the "ISU Requested Contract End" date.

Method IS_COMPLETE

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Checks that requested contract end date is not initial and not 31.12.9999

Process CONTRACT_CMPLT

What does this process do?

In a Contract Start (CONTRACT_START) process, the contract item and other items can be saved with the incomplete status. To continue
modifying these items, the Contract Complete (CONTRACT_CMPLT) process is used.
This process is essentially identical to the Contract Start with the difference that it loads the work progress done from the last time the items
were saved with the incomplete status.

Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Go to the Contract Management work center
Select a contract and press button "Change Contracts".
On next view choose process "Complete Contract" and press button "Start Process".
Go through the guided process and enter / correct missing or wrong data
Submit the process

Settings

Process Category IUCP (complete contract)

Follow-up Process none

Execution Mode Own user interface

Process Configuration

Field Name Long Fld Label Configuration Value Config Param Mode

CC_CHECK_GROUP_EXIST Check Group Ex. Card Default (Not visible)

CC_CHECK_GROUP_NEW Check Group New Card Default (Not visible)

ENABLE_SAVE_INCOMPLETE Enable Save Incompl. X Display Only

PROCESS_TYPE Transaction Type ISUL Default (Not visible)

SWT_MSG_GROUP Switch Action Group CONTRACT_START Default (Not visible)

View configuration

UI Component Name IUICCON

BSP Controller Name MainWindow

Text Complete Contract

Inbound Plug COMPLETE_CONTRACT

Authorization Object Configuration

Authority object CRM_IUPROC with activity Execute and IS-U Process Definition Key CONTRACT_CMPLT.

Technical Implementation Description

Header Implementation

The implementation class for the header process class is CL_CRM_IU_PR_CNTR_COMPLETE_HD. This class is inherited from
CL_CRM_IU_PR_CNTR_START_HD_I of the Contract Start process.

Method IS_EXECUTABLE

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Since nothing is to be checked at the header level, this always returns TRUE.
Packages were registered here for sub processes.

Method START

Retrieve header GUID and store it in the context so that it can be processed later by the BEFORE_FINISH event handler.

Method CANCEL

Since the item has already been saved, the header item should not be deleted. Instead the one order buffer is cleared.

Item Implementation

The implementation class for the item process class is CL_CRM_IU_PR_CNTR_COMPLETE. This class is inherited from
CL_CRM_IU_PR_CNTR_START_I of the Contract Start process. So mainly the same methods of Contract Start process are used.

Method IS_EXECUTABLE

Checks that the item processed has the status I2417 (Incomplete).
Authority objects should also be configured to allow process CONTRACT_CMPLT to be executable.

Method START

Checks for an existing item.

Determines if a sub-process exist.
Creates a switch message when no product change sub-process is determined.

Process CONTRACT_CORRECT

What does this process do?

After a contract has been replicated, the Correct Contract (CONTRACT_CORRECT) process can be used to make modifications.
It is similar to the Contract Start or Complete Contract process, but does not allow deletion of items, reassignment of PoD’s (Point of
Deliveries), or modification to the Business Agreement.
It is not intended to change the contract start date as here an own process CONTSTART_CHANGE (Change contract start date) is provided
for that.
At this point of time, the process does not support Selling Packages.

Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Go to the Contract Management work center
Select a contract and press button "Change Contracts".
On next view choose process "Correct Contract" and press button "Start Process".
Go through the guided process and enter / correct missing or wrong data
Submit the process

Settings

Process Category IUCR (Correct Contract)

Follow-up Process None

Execution Mode Own user interface

Process Configuration

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Field Name Long Fld Label Configuration Value Config Param Mode

CC_CHECK_GROUP_EXIST Check Group Ex. Card Default (Not visible)

CC_CHECK_GROUP_NEW Check Group New Card Default (Not visible)

ENABLE_SAVE_INCOMPLETE Enable Save Incompl. X Display Only

PROCESS_TYPE Transaction Type ISUL Default (Not visible)

SWT_MSG_GROUP Switch Action Group CONTRACT_START Default (Not visible)

View configuration

UI Component Name IUICCON

BSP Controller Name MainWindow

Text Correct Contract

Inbound Plug CORRECT_CONTRACT

Authorization Object Configuration

Authority object CRMIU_PROC with activity Execute and IS-U Process Definition Key CONTRACT_CORRECT.

Technical Implementation Description

Header Implementation

The implementation class for the header process class is CL_CRM_IU_PR_CNTR_CORRECT_HD.

This class inherits from CL_CRM_IU_PR_CNTR_START_HD_I of the Contract Start process.

Method IS_EXECUTABLE

Since nothing is to be checked at the header level, this always returns TRUE.

Method START

Retrieve header GUID and store it in the context so that it can be processed later by the BEFORE_FINISH event handler.

Method CANCEL

Since the item has already been saved, the header item should not be deleted. Instead the one order buffer is cleared.

Item Implementation

The implementation class for the item process class is CL_CRM_IU_PR_CNTR_CORRECT.

This class inherits from CL_CRM_IU_PR_CNTR_START_I of the Contract Start process.

Method IS_EXECUTABLE

Checks that the contract is not cancelled.

Checks that the contract has not status I2417 (Incomplete).
Checks that the contract (item) is not ended (including items ended due to product change).
Checks that item is not part of a package contract.
Authority objects should be configured to allow process CONTRACT_CORRECT to be executable.

Method START

Since no new items need to be created, this process re-implements the START method to just check for an existing item GUID.

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Method ON_PRODUCT_CHANGED

For existing items, the product can be changed with the restriction that it belongs to the same item category group. This serves to prevent
changing an item from a regulated to a deregulated product for instance.

Process CONTRACT_END

What does this process do?

This process sets the end date for a contract item.

Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Go to the Contract Management work center
Select at least one contract and press button "End Contracts" or directly via navigation Bar 'Contract Management'->End Contracts
Go throug the guided process and submit it

Settings

Process category IUMO (Contract End Date)

Follow-up Process none

Execution Mode Own user interface

Process Configuration

Field Name Long Fld Label Configuration Value Config Param Mode

CC_CHECK_GROUP_EXIST Switch Action Group END_OF_SUPPLY Default (Not visible)

Technical Implementation Description

Header Implementation

The implementation class for header is CL_CRM_IU_PR_CNTR_END_HD

Method START

No specific implementation.

Method IS_ADD_ITEM_ALLOWED

Always true.

Method FINISH

Build links between preceding contracts and succeeding contracts in case of move-in/-out.

Method CANCEL

Deletes error messages relating to partner stored in message container of specific root object BuilHeader.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_CNTR_END

Method IS_EXECUTABLE

Check contract item is not stopped due to a product change process.

Check ISU requested end date of contract item is initial.
Check end date of contract item is initial.
Check contract item is not cancelled.
Check contract item is not in error sate.
Check that status I2417 (Incomplete) is not set.
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Method START

Sets ISU requested contract end date (ISURQCONTEND) to contract start date (CONTSTART) + 1 day. If this is lower than the actual
system date than ISURQCONTEND is set to the actual system date.
For deregulated Scenario:
Triggers the switch message creation.

Method ON_DATE_CHANGED

Works only for appointment type "ISU Requested Contract End".

Check ISURQCONTEND is not lower than CONTSTART (of actual contract time slice).
If that’s the case system checks if soft switch GC_IU_MO_W_FUTURE_PROD_CHANGE (Move-out with future product change – see
note 2234350) is activated. In this case system determines the contract start date of first contract time slice to be used.
For deregulated Scenario: Update end date in switch message.
Update meter reading date if business function CRM_UT_ER3 is activated.

Method IS_COMPLETE

Gives out a message if product change cancel fails in case of move-out with future product change.
Checks that no errors exist.

Method REVERT_START

Call method CANCEL.

Method CANCEL

Set ISU requested contract end date to an initial value.

For deregulated Scenario:
Reset system status I2406 (Deactivation Scheduled) and I2407 (In Deactivation) and delete existing switch message.

Method BEFORE_FINISH

Set the actual GUID for the moved-out item.

If soft switch GC_IU_MO_W_FUTURE_PROD_CHANGE is activated future product change will be checked and reversed.
For deregulated Scenario:
Set system status I2406 (Deactivation Scheduled) and trigger creation of switch message.

Process CONTRACT_START

What does this process do?

This process creates a new contract and items. It also triggers the forced move-out or the product change for the existing contract at the
target Point of Delivery if needed.

Integration in IC
To be able to run this process an Account and a premise needs to be confirmed (the process will throw an error if one of these objects
isn't confirmed).
Go to the Contract Management work center
Select Button 'New Contracts' or directly via navigation Bar 'Contract Management'->New Contracts.
Go through the guided process and enter all required data.
Submit the process
If data are missing / erroneous it is possible to save the contract as incomplete
→ These contracts are stored in table CRMD_ISU_INCMPLT, have status I2417 and there is no IS-U contract number created so far

Settings

Process category IUMI (Contract Start Date)

Follow-up Process none

Execution Mode Own User Interface

Process Configuration

Field Name Long Fld Label Configuration Value Config Param Mode

ENABLE_SAVE_INCOMPLETE Enable Save Incompl. X Display Only

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PROCESS_TYPE Transaction Type ISUL Default (Not visible)

SWT_MSG_GROUP Switch Action Group CONTRACT_START Default (Not visible)

Technical Implementation Description

Header Implementation

The implementation class for header is CL_CRM_IU_PR_CNTR_START_HD_I.

Method IS_EXECUTABLE

This process is always executable.

Method START

This method creates the header for the used business partner, business agreement and process type.
It stores the used Business partner into the context.
Sets status I2417 (Incomplete) by default for new contracts.

Method IS_ADD_ITEM_ALLOWED

Always true.

Method BEFORE_FINISH

Determines if save as incomplete is requested; Otherwise Status I2417 is cleared.

Method REVERT_BEFORE_FINISH

Sets status I2417 by default as this was probably removed in BEFORE_FINISH method.

Method CANCEL

Deletes business partner specific error messages which are stored in message container of specific root object BuilHeader.
Deletes the created header.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_CNTR_START_I.

Method IS_EXECUTABLE

Checks that an utilities specific item type is used.

Method START

If no item exists for GUID, create new item for header.

Explicitly set date ISURQCONTSRT again if date has been set by date rule in order to set the date in table CRMD_ISUEXTA4, too.
Set status I2417 (Incomplete) by default for new contracts.

Method ON_DATE_CHANGED

Works only for appointment type "ISU Requested Contract Start”.

If item is not deregulated, set this date as Contract Start date.
If item is deregulated, update switch message with new date.
Update meter reading date if business function CRM_UT_ER3 is activated.
Determines if there is any sub-process to follow and checks that the new start date is later than the one of the existing active contract.
Start of the forced move-out process.

Method ON_POD_CHANGED

Determines if there is any sub-process to follow and checks that the new start date is later than the one of the existing active contract.
Create a switch message of type '01' for item for POD_CHANGED only when it is no product changed item.
Start Forced move-out process for existing contract on new Point of Delivery.

Method ON_PRODUCT_CHANGED

Determines if there is any sub-process to follow.

Create a switch message of type '01' for item for PRODUCT_CHANGED only when it is no product changed item.

Method ON_GENERIC_DATA_CHANGED

Check for event ON_BUAG_CHANGED.

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When this leads to a product change process, delete the switch message. Otherwise update switch message.

Method CANCEL

Delete the switch message if ever created in this process.

If ISU Contract is not already set in extension, delete the item.

Method IS_COMPLETE

Verify if 'Save as incomplete' is requested.

If subprocess is to be triggered, then perform extra check on the active contract.
Check Business Agreement is set for item.
Check product is set for item.
Call deregulation checks.
Check that contract item doesn't contains error (status 'I1030 - Contains error' should be inactive).

Method BEFORE_FINISH

Determines if save as incomplete is requested; Otherwise Status I2417 is cleared.

If contract does not contain errors and is not incomplete the system starts sub-process Forced Move-out or Product change.

Method REVERT_BEFORE_FINISH

Sets status I2417 by default as this was probably removed in BEFORE_FINISH method.
If a Forced Move-out is involved this one gets deregistered.

Process CONTSTART_CANCEL

What does this process do?

This process cancels start of a contract.

Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Go to the Contract Management Work center
Select at least one contract and press button "Change Contracts".
On next view choose process "Cancel contract" and press button "Start Process".
Check the cancellation data and submit the process

Settings

Process Category IUCN (Cancel contract)

Follow-up Process none

Execution Mode Process user interface

Process Configuration

CANCPARTY Cancelling Party

CANCPROC Cancellation Procedure

View

UI Component Name IUPRVIEW

BSP Controller Name StartSupplyWindow

View Name IUPRVIEW/StartSupply

Name of Process View CANCEL_CONTSTART

Technical Implementation Description

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Header Implementation

No header implementation.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_CNTR_START_CANCEL

Method IS_EXECUTABLE

The process is not executable when the contract item is:

in product change process.

a quotation.
already ended.

For deregulated scenario method checks some status settings additionally to ensure that a contract can be only reversed as long as it is not
distributed to ERP system.
For example it can have status I2401, I2402 or I2404 but not status I2403 and I2412.

For regulated scenarios process is not executable when contract item is already reversed.

When soft switch IU_MO_W_FUTURE_PROD_CHANGE is activated system determines the contract start date of the latest contract time slice
which is used as cancellation date.

Method START

For deregulated Scenario: Create switch message.

Set cancellation data in contract item.

If process is used to cancel a future product change during a move-out (with soft switch IU_MO_W_FUTURE_PROD_CHANGE)
then CANCDATE and ISURQCONTEND were reseted.

Partners were registered for save.

Method BEFORE_FINISH

If process is used to cancel a future product change during a move-out (with soft switch IU_MO_W_FUTURE_PROD_CHANGE) the rollback
(cancellation) of product change is called here.

Set contract item status I2415 "Cancellation message created"

Method IS_COMPLETE

If rollback of product change process fails an error message is raised.

Check that cancellation data are set.

Process CONTSTART_CHANGE

What does this process do?

This process changes start date of a contract.

Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Go to the Contract Management Work center
Select at least one contract and press button "Change Contracts".
On next view choose process "Change Contract Start date" and press button "Start Process".
Enter a “Desired Contract Start Date” and finish the process

Settings

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Process Category IUDC (Changes to Dates)

Follow-up Process none

Execution Mode Process user interface

Process Configuration

SWT_MSG_GROUP_CN CAN_CONT_START

SWT_MSG_GROUP_CR CONTRACT_START

View

UI Component Name IUPRVIEW

BSP Controller Name StartDateWindow

View Name IUPRVIEW/StartDate

Name of Process View CH_CONTSTART

Technical Implementation Description

Header Implementation

No header implementation.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_STARTDATE_CHANGE

Method IS_EXECUTABLE

Checks that contract item is not:

started due to a product change process.

cancelled.
incomplete.
ended.

For deregulated scenario method checks some status settings additionally to ensure that contract start date can only be changed as long as it
is not distributed to ERP system and has not status:

'I2403' - Activation Accepted

'I1416' - Change of Supplier Postponed
'I2404' - Activation Rejected
'I2405' - Activation Reversed
'I1414' - Change of Supplier Rejected

Method START

For deregulated Scenario: Create switch messages.

Method ON_DATE_CHANGED

Works only for appointment type "ISU Requested Contract Start" - 'ISURQCONTSRT'.

For deregulated Scenario: Update switch message with new start date.
For others: Set contract start date to the new date.

In case business function CRM_UT_ER_3 is activated update meter reading date.

Method IS_COMPLETE

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Check requested contract start date is not greater than contract end date.

Process FORCED_MOVEOUT

What does this process do?

This process ends an existing contract on a point of delivery when a new contract is created for this same occupied point of delivery.

Integration in IC

The process is triggered automatically by the process Contract Start when the created contract is on an occupied Point of Delivery.
The Contract Start process can be triggered in the Contract management Work center via button 'New Contracts' or directly via navigation
Bar 'Contract Management'->New Contracts.

Settings

Process category IUFM (Forced Move-Out)

Follow-up Process none

Execution Mode Own User Interface

Process Configuration

Field Name Long Fld Label Configuration Value Config Param Mode

SWT_MSG_GROUP Switch Action Group END_OF_SUPPLY Default (Not visible)

Technical Implementation Description

Header Implementation

No header implementation.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_FORCED_MO.

Method IS_EXECUTABLE

Check that item has not been ended due to product changed (status 'I1401' - Stopped due to product change' is inactive).
Check that the Requested Contract End date of the item is initial.

Method START

If item is deregulated, set status 'I2406' (Deactivation Scheduled) and create switch message of SWITCH_TYPE = '02' for item.
Set status 'I2414' (Ended due to forced moveout) to item
Set item to table of running forced move-out for this Point of delivery.

Method REVERT_START

Reset status 'I2414' (Ended due to forced moveout) on item

Remove item from table of running forced move-out for this Point of delivery.

Method ON_DATE_CHANGED

If changed date is Requested Contract End Date

Check that the Requested End date is higher than Start date.
If item is not deregulated, set also same date for Contract End date.
If item is deregulated, update End date of switch message.

Method FINISH

Remove item from table of running forced move-out for this Point of delivery.

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Method REVERT_FINISH

Set item to table of running forced move-out for this Point of delivery.

Method CANCEL

Reset the Requested Contract End date of the item to initial value.
Reset status 'I2414' (Ended due to forced moveout) on item.
If item is deregulated, reset status 'I2406' (Deactivation Scheduled) and 'I2407' (In Deactivation).
If BOL is currently supported, delete the switch message entity for the forced move-out (Switch Type = '02').
Remove item from table of running forced move-out for this Point of delivery.

Process PROD_CHANGE_CURR

What does this process do?

This process executes a product change for a contract in an existing document. It ends the old item and adds a new one in the same
document.
In technical terms, the product change always consists of two processes:
The first process PROD_CHANGE_CURR starts the process and ends the old item.
The second process PROD_CHANGE_PAR2 is defined as follow-up process to which the generic process view PROD_CHANGE is assigned to.

Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Contract management Work center: Select at least one contract and press button "Change Contracts".
On next view choose process "Product Change in Same Document" and press button "Start Process".
Enter product, starte date and product configuration
Submit the process

Settings

Process category PCH1 - Product Change Part 1 (Terminating Item)

Subsequent Process Category PCH2

Execution Mode Without User Interface

Process Configuration

Field Name Long Fld Label Configuration Value Config Param Mode

PROCESS_TYPE Transaction Type ISUL Default (Not visible)

Technical Implementation Description

Header Implementation

This process has no header class.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_PROD_CHNG_ITM.

Method IS_EXECUTABLE

The process could not be executed if:

the item marked as incomplete

the item is canceled
the item is a quotations item
the item has the status I2407 (In Deactivation)
the item has the status I1401 (Stopped Due to Product Change)
the product change is already started or item has been created in same session (the item is a new item)

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the Contract start date is initial
the relation to the next item is '01' (Product change)
Contract end date is not initial and is less then '99991231'
the item has status I2401 (Activation Scheduled), I2402 (In Activation), I2404 (Activation Rejected), I2405 (Activation Reversed)
or I2406 (Deactivation Scheduled)

Method START

The current item will be copied for the product change via method CL_CRM_ISUORDER=>COPY_ITEM and register for sub process
PROD_CHANGE_PAR2.

Process PROD_CHANGE_NEW

What does this process do?

This process executes a product change for a contract in a new document.

It ends the old CRM transaction and creates a new one, but it is furthermore the same IS-U contract.

In technical terms, the product change always consists of two processes:

The first process PROD_CHANGE_NEW starts the process and ends the CRM transaction.
The second process PROD_CHANGE_PAR2 is defined as follow-up process to which the generic process view PROD_CHANGE is assigned to.

Integration in IC
To be able to run this process at least an Account needs to be confirmed.
Contract management Work center: Select at least one contract and press button "Change Contracts".
On next view choose process "Product Change in New Document" and press button "Start Process".
Enter product, starte date and product configuration
Submit the process

Settings

Process category PCH1 - Product Change Part 1 (Terminating Item)

Subsequent Process Category PCH2

Execution Mode Without User Interface

Process Configuration

Field Name Long Fld Label Configuration Value Config Param Mode

ISU_ITM_TYPE Item Category ISUL Default (Not visible)

PROCESS_TYPE Transaction Type ISUL Default (Not visible)

Technical Implementation Description

Header Implementation

The implementation class is CL_CRM_IU_PR_PROD_CHANGE_HD .

Method START

The new header will be created via the method CL_CRM_ISU_ORDER_COPY=>HEADER. The data of current document will be copied to the
new document

The following steps will be executed in this method:

Copy Header data

Copy Partner
Copy business agreement
Copy texts

Item Implementation

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The implementation class for item is CL_CRM_IU_PR_PROD_CHNG_ITM.

Method IS_EXECUTABLE

The process could not be executed if:

the item marked as incomplete

the item is canceled
the item is a quotations item
the item has the status I2407 (In Deactivation)
the item has the status I1401 (Stopped Due to Product Change)
the product change is already started or item has been created in same session (the item is a new item)
the Contract start date is initial
the relation to the next item is '01' (Product change)
Contract end date is not initial and is less then '99991231'
the item has status I2401 (Activation Scheduled), I2402 (In Activation), I2404 (Activation Rejected), I2405 (Activation Reversed)
or I2406 (Deactivation Scheduled)

Method START

The current item will be copied for the product change via method CL_CRM_ISUORDER=>COPY_ITEM and register for sub process
PROD_CHANGE_PAR2.

Process PROD_CHANGE_PAR2

What does this process do?

The process Follow-Up Product Change (PROD_CHANGE_PAR2) has been implemented as the subsequent process for the
PROD_CHANGE_CURR and PROD_CHANGE_NEW processes.

Integration in IC

This process is not started directly.

Settings

Process category PCH2 - Product Change Part 2 (New Item)

Execution Mode Process User Interface

Assigned View

Process View PROD_CHANGE

UI Component Name IUPRVIEW IUPRVIEW

BSP Controller Name ProdChangeWindow

Text Product Change

Inbound Plug DEFAULT

Process Node PROCESS

Item Node ITEM

Technical Implementation Description

Header Implementation

This process has no header class.

Item Implementation

The implementation class for item is CL_CRM_IU_PR_PROD_CHNG_ITM2.

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Method IS_EXECUTABLE

The process could not be executed if:

the product change is not started

the item is a quotation item
the previous item does not exist or the relation to the previous item is not equal to '01'(Product change)
if the next Contract Item for the previous item is there or the Relationship for the previous to the next Item is equal to '01'(Product
change)

Method START

The start was already done over process PROD_CHANGE_CURR or PROD_CHANGE_NEW.

Method CANCEL

In case of process PROD_CHANGE_CURR: newly created item is deleted

In case of process PROD_CHANGE_NEW: newly created item and header is deleted

Method FINISH

Mainly fills fields in table CRMD_ISUEXTA4, which marks item as product change.

Method IS_COMPLETE

Checks that the start date of product change is after the start date of previous item.

Method ON_DATE_CHANGED

The message 034 of the message class 'ECRM_ISU' will be deleted from the message container.

Security Deposit in Contract Management

Technical information
Tables
Message class
Component
Customizing
General Handling
Related Contend
Related documents
Related Notes / KBA's

Technical information
Tables

CRM:

CRMD_ISUSECA5 → entry can be found with GUID from CRMV_ISU_INDEX_H

or
using report CRM_ISU_ORDER_READ:
Find security deposit in ISUSEC. If no security deposit was created no entry for ISUSEC exists.

IS-U:

FKK_SEC
FKK_SEC_D
FKK_SEC_C

Message class

CRM_IU_IC_SI_MSG

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Transaction to display security deposit in ERP system: FPSEC2

Component

IUICACCPAY /SecurityDepositRequests

Customizing

CRM:

reachable over:
View cluster: VC_CRMC_IU_FLDMAP
or
Customizing path: SPRO → Customer Relationship Management → Industry-Specific Solutions → Utilities
Industry → Transactions → Simplified Configuration → Maintain Simplified Configuration Attributes
or
se16: CRMC_IU_FLDMAP

The fields need to be maintained in exactly this way and must not be changed to ensure the correctly processing of it.

General Handling
The replication of security deposit is not supported from IS-U to CRM. Only the creation and replication of security deposits from CRM
to IS-U.
In CRM contract management data wont be read out of the ERP system. Just the entries present in CRM in table CRMD_ISUSECA5 are
taken into accout.
As there is no information available about the status for example this information can't be provided within the CRM web UI.
The information available in CRM are:
Requested Security Deposit Amount
Security Deposit Currency
Reason for Requesting Security Deposit
Reason for Waivering Security Deposit

If no security deposit was created, it is possible to use BAPI_CTRACSECURITY_CREATE to create it.

Related Contend
Related documents

Security Deposit in ERP Contract Accounting

Security Deposit in SAP Help Portal

Related Notes / KBA's

2125025 - CRM-IU: Security Deposit not replicated to IS-U system

Status management
Purpose
Overview
Technical Information
Function moduls
Reports
Data BaseTables
Customizing tables
Trasactions

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Overview of important status used in CRM-IU
Related Content
Related Documents
Related SAP Notes/KBAs

Purpose

Overview about status handling during contract processes.

Overview
During contract processes sveral statuses are set or deleted. This section contains a short description about the main topics of status
management during contract processes.

Technical Information
Function moduls

Name Short description

CRM_STATUS_READ Read Object Status (JSTO and JEST)

Reports

Name Short description

CRM_ISU_ORDER_READ Overview about IS-U orders:

Structure ET_STATUS

Data BaseTables

Name Short description

CRM_JEST Individual Object Status

CRM_JSTO Status Object Information

TJ02 System status

TJ02T Text table for system status

TJ30 User status

TJ30T Text table for user status

Customizing tables

Name Short description

CRMC_ISU_RELSTAT Status Representation and Display

Path: spro -> Customer Relationship Management -> Industry-Specific Solutions -> Utility Industries -> Settings for User Interfaces ->
Transaction Processing -> Status Representation and Display

In this activity you determine which status is displayed in the IC WebClient. You can use a ranking sequence to specify a priority for
each individual status of an object, whereby the lowest value represents the highest priority. If a transaction has multiple statuses,the system
displays the status to which you gave highest priority.

In CRM Release 6.0 user status are ignored.

In CRM 7.0 and higher releases user status were considered as long as they are defined item type specific; otherwise it will be ignored.

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The customizing is read in Method CL_CRM_ISU_ORDER_INFO_SU=>GET_REL_STATUS.

Trasactions

Transaction Short description

BS22 Maintain System status

BS23 Display System status

CRMBS02 Maintain Status Profile

CRMBS03 Display Status Profiles

CRMBS42 Maintain Status Selection Profiles

CRMBS43 Display Status Selection Profile

CRMBS52 Maintain Authorization Keys

CRMBS53 Display Authoriztaion Key

Overview of important status used in CRM-IU

Status Short text Long text

I1001 CRTE Created

I1002 OPEN Open

I1003 PROC In Process

I1004 REL Released

I1005 CMPD Completed

I1006 DSBT Distributed

I1030 Contains errors

I1054 Dist To be distributed

I1400 SPC Started Due to Product Change

I1401 STPC Stopped Due to Product Change

I1402 RPOK Replication Complete

I1450 IUAR Archived in IS-U System

I2400 UCNC IS-U Contract Reversed

I2401 UAPL Activation Scheduled

I2402 UACA In Activation

I2403 UAAC Activation Accepted

I2404 UARJ Activation Rejected

I2405 UACN Activation Reversed

I2406 UDCN Deactivation Scheduled

I2407 UDCA In Deactivation

I2408 UDAC Deactivation Accepted

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Status Short text Long text

I2409 UDRJ Deactivation Rejected

I2410 UDPL Deactivation Reversed

I2411 UPCN Contract Item Reversed

I2412 UPVT Contract Item Distributed

I2413 UWMO Wait for End of Supply

I2414 UFMO Ended due to forced moveout

I2415 IUCM Cancellation message created

I2417 IUIN Incomplete

Related Content
Related Documents

Related SAP Notes/KBAs

SAP KBA 2451497 - CRM-IU: Contract status display - expected status is not displayed

Handling of status in deregulated environment

Move-in CRM:

New contract process -> status I2401 is set ->Maintain switch message and contract -> Submit

After Submit:

1. If both switch message and contract are error free, I2401 is removed and I2402 is set. Start of supply is triggered in IS-U. The new
contract is blocked.
2. If either switch message or contract is in error, I2401 remains and I2402 won’t be set. No start of supply is triggered in IS-U. The new
contract is blocked.

Assuming start of supply is successfully triggered in IS-U, there are two outcomes:

1. If approved, I2403 is sent back to CRM and I2402 will be removed. Now the contract in CRM is unblocked, the replication to IS-U starts.
2. If rejected, I2404 is sent back to CRM and I2402 will be removed. It is up to the customer to decide if to cancel the contract or not. If
the contract is not cancel, it will continue to be blocked by the new status I2404.

Cancel contract start and switch document

The cancellation of contract start is only possible as long as the contract is in status In Activation (I2402).
In this status only the switch document is present in IS-U and the contract is blocked in CRM.

As soon as the activation is accepted from the market partner status Activation accepted (I2403) is set and the contract gets replicated to IS-
U.
At this point of time process cancel contract is no longer possible but a supply end needs to be created.

Move-out in CRM

End contract -> status I2406 is set ->Maintain contract end (No UI for switch message) -> Submit
At this time the contract is still active (CONTEND is furthermore 31.12.9999). The contract end date is only present in date type
ISURQCONTEND.

After Submit:

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1. If both switch message and contract are error free, I2406 is removed and I2407 is set. End of supply is triggered in IS-U. The contract
end is blocked (contract is still active in IS-U).
2. If either switch message or contract is in error, I2406 remains and I2407 won’t be set. No end of supply is triggered in IS-U. The
contract end is blocked.

Assuming end of supply is successfully triggered in IS-U, there are two outcomes:

1. If approved, I2408 is sent back to CRM and I2407 will be removed. Now the contract in CRM is unblocked and CONTEND is set from
ISURQCONTEND.
The replication of contract end to IS-U starts.
2. If rejected, I2409 is sent back to CRM and I2407 will be removed. The contract end should be reversed in CRM. I2409 doesn’t block the
replication, so the contract will be replicated to ERP even though nothing is changed

Move-in with FMO in CRM

The move-in and FMO will behave almost the same as they are executed as a standalone process except that:

A new blocked status I2413 is added to the new contract. This I2413 can be only removed by the response of the contract end from ERP, i.e. the
end of supply is approved and the contract end from FMO is replicated to ERP successfully, its response to CRM will remove I2413 from the
new contract.
See also:
Replication of a new contract in case a forced move-out is involved

Detailed description:

1. In CRM, a new move-in is created, which trigger a forced move- out.

Two switch documents are created in ERP; one (start of supply) for the new move-in; the other (end of supply) for the forced move-out.
The replication of new move-in is blocked by status I2402 (In Activation) and I2413 (Waiting for End of Supply), and the replication of forced
move-out is blocked by status I2407 (In Deactivation).

2. If the confirmation of end of supply is reached from ERP system, status I2407 will be removed from the forced move-out and new status
I2408 (Deactivation Accepted) is set.
Afterwards the replication of the forced move-out to EPR starts.
Once the response is coming back to CRM, status I2413 is removed from the new move-in, but the replication of the new move-in is still
blocked by status I2402.

3. Now the confirmation of start of supply is reached from ERP system. Status I2402 will be removed from the new move-in, and I2403
(Acctivation Accepted) is set. The replication of new move-in starts.

Contract Replication to IS-U

Purpose
Overview
Technical information
Transactions
Function modules / Classes
BAdI's
Customizing
Data base tables
Related Content
Related Documents

Purpose
Contracts created in CRM and also it's changes are replicated to IS-U. This section should give some information about the processing of
replicated contracts in IS-U.

Overview
During the replication of the CRM contract items, contracts must be created in SAP IS-U, among other things. These data changes are made in
SAP IS-U with master data templates.

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When a replication failed an error handling takes place.

Technical information
Transactions

Name Short descriptionShort

EPRODCUST Maintenance of Master Data Templates

EPDHIER Hierarchy of Master Data Template Categories

EPDTYPE Maintain Master Data Template Categories

ECRMREPL(M) IS-U Contract error monitorErrI

Function modules / Classes

Name Short description

ECRM_CONTRACT_PROCESS_INT
CRM - Input / Trigger ISU Actions
-> process_data Process data depending on the determined process

ISU_PRODUCT_IMPLEMENT_INTProcess Master Data Template

ISU_MDG_READ_ANL_PARAM Reading of MDT environment of installation nodes

ISU_MDG_READ_ENV_UI Reading of MDT environment

ECRM_CONTRACT_ANALYSE_INT
-> COLLECT_DATA Determination of old container -> Values of external parameters which are actually stored in ERP are
determined
It's done by object (EVER, EANLH, ETTIFN …)
-> ANALYSE_DATA
New container is determined -> values which are actually sent from CRM (ext. Parameters)
This is compared with old container
Decides for e.g. about full replication for several scenarios -> if at least one value differ, full generation
will be set

CL_ISU_PROD_DEF Master Data Generator in Runtime System

CL_ISU_PROD_CUST_FACTORY MDT Factory for Customizing

ISU_PDSCR_INSTLN_SAVE Save Script for Template Category INSTALLATION

CL_ISU_INSTALLATION

Report This report determines suitable products for all active contracts in the system, and creates a
ECRM_GENERATE_EVERH corresponding EVERH entry. Only one contract time slice is created for each contract. This report can
be used to group contracts.

BAdI's

Name Short description

ECRM_DOWNLOAD with interface method BAdI's at CRM side

IF_EX_ECRM_DOWNLOAD~ECRM_DOWNLOAD_FILL_DATA.
ECRM_UPLOAD with interface method
IF_EX_ECRM_UPLOAD~ECRM_UPLOAD_FILL_DATA.

ECRM_CRM_DOWNLOAD with interface method BAdI's at ERP side

IF_EX_ECRM_CRM_DOWNLOAD~CRM_DOWNLOAD_FILL_DATA_NEW
ECRM_CRM_UPLOAD with interface method
IF_EX_ECRM_CRM_UPLOAD~CRM_UPLOAD_FILL_CONTAINER

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Name Short description

CRM_BTX_EXTENSIONS Is located in CRM system

with Utilities specific implementation class Contains methods to fill the IS-U specific
CL_IM_CRM_ISU_EXT extension tables

Customizing

Table Short description

ECRMCONTROL Define Basic Settings for CRM Integration

ECRM_REPL_DLAY Set Delayed Restart in IS-U Error Monitor

ECRM_REPL_DLAYT Maintain Message Tables for Delayed IS-U Error Monitor Restart

Data base tables

Table Short description

EPD* All MDT related tables start with EPD*

ECRMSETTINGS Definition of default products

The default products from table ecrmsettings are only used to fill the table EVERH or create contracts in the ERP system.
It is not possible to assign them to a MDT or to use them in contract processes out of CRM.

EVER_CRMQ ISU Contract CRM-Entry Queue

EVERH ISU Contract History

Related Content
Related Documents

Important table entries for contract replication

Cookbooks:

IS-U Master Data Templates

Price Replication using MDT's

ECRMREPL error handling

CRM - IS-U Contract Integration

Contract Replication: Common Problems

Contract changes in ERP are not replicated to CRM

Symptom
Contract changes which are done directly in IS-U using transaction ES21 are not replicated to CRM.

Solution

Direct changes in the contract in IS-U won't trigger any replication back to CRM.
This is only the case when contract processes like Move-in our Move-out are performed in ERP system.

In case changes are done using transaction ES21 then the request load can be used to replicate these changes to CRM.
This is similar to the changes of installation facts in the IS-U system.

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Error Handling - Transaction ECRMREPL

Error Handling: Common Problems

ECRMREPL: Error E9 029 and ECRM_CONTR 120

If the contract is replicated from CRM to IS-U an ecrmrepl entry is created if the contract processing on IS-U failes as an Object like
installation or Contract Account is locked by a different User. Here the error E9 029 "Object is currently locked by User" is raised. On IS-U side
a restart will resolve the issue. To automate this the restart customizing can be used. This means that error prone ecrmrepl entries will be
automatically reprocess if predefined errors were encountered.

If the contract is replicated along with the Business Agreement (Buag) from CRM to IS-U an ecrmrepl entry is created if the contract is
replicated earlier than the Buag. Here the error ECRM_CONTR 120 "CRM transaction &1: Contract account &2 not yet replicated" is raised. On
IS-U side a restart will resolve the issue because at this time the Buag is replicated. To automate this the restart customizing can be used. This
means that error prone ecrmrepl entries will be automatically reprocess if predefined errors were encountered.

The customizing is available under:

1) Set Delayed Restart in IS-U Error Monitor.

Here the number of restarts and the time delay between each restart can be maintained. There are 3 restart attemps maintained. If 3
attempts fail then the entry remains permanently in ECRMREPL and will no longer be processed automatically.

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2) Maintain Message Tables for Delayed IS-U Error Monitor Restart

Here the message class and message numner is mainted for which the restart shall be done (shown for the E9 029 error).

Process Contract_End ends with error in ECMREPL

Symptom
In transaction ECRMREPL no installation is linked to a failed contract replication.

Error message "Invalid date in EVER" (E9 885) is displayed.

Solution

It is a miss match between the installation and the MDT which is used.
In the MDT in node INSTALLATION the attribute SERVICE is not defined but it is maintained in the installation itself.
OR
The SERVICE is maintained in the MDT but not in the installation.

In this case the system isn't able to determine the installation.

To correct it the service type for the installation need to be defined as a identifying constant (if necessary with an "empty" value) in the MDT.
Furthermore note 2293884 can be applied.

Handling of Installation facts during the replication of CRM processes

General remarks
Contract related operands versus product related operands
Generation period
External Attributes in MDT
Determination of full generation
Handling of installation facts during replication in several processes
New Contract – Move-in
Contract end – Move-out
Product change
Product change cancel
Cancel contract start
RGEN cases
Change move-in date
Change move-out date
Cancel contract end
Contract correct or Contract change

This document describes how facts are handled during the replication of CRM processes into IS-U.

General remarks
Contract related operands versus product related operands
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Contract related operands get inactive time slices in ETTIFN during move out. This means that the system "remembers" the old situation and
when the move- out is reversed than the old situation is rebuilt again by using inactive time slice from ETTIFN and reactivating it.

For product related operands table ETTIFN doesn't play this big role. During move-out the time slice in ETTIFN gets an end date (which is the
move-out date), but no inactive time slices will be created and therefore no reactivation takes place. That's the case because during cancelling
of move-out the MDT is processed and the time slices are created according to the settings in MDT.

When an operand is marked as contract AND product related than the product relation has higher priority and hence such an operand is
treated like an operand which is only marked as product related.

It is recommended to set all operands used in the Master data templates (MDTs) as product related. This ensures that the maintenance of it is
only possible during MDT processing and not in IS-U directly which can help to avoid data base inconsistencies.
Furthermore, contract related operands are not considered from all processes (for i.e. product change process) during the processing of MDTs
using the master data generator (MDG).

In case product related and contract related operands are used within the MDT, the last processed operation is MDT processing. In case a
move-out reversal is executed at first the contract related operands are restored directly at DB level but afterwards might be changed again
due to MDT processing.

Generation period

The generation period must not be necessarily the contract validity time. It depends on the process which time slice is (re)generated
processing the MDTs. This is important when a date is determined over a virtual attribute in the MDT. When the start or end date is outside of
the date range of the generation period - they will be not considered and the generation period will be taken at all.

External Attributes in MDT

An MDT is assigned to an utilities product. All parameters from the utility product are marked as external (see tab header data). That’s
important as some processes only consider external parameters assigned to an attribute in MDT. When a parameter is assigned to an
attribute within the MDT it gets a green status.

Determination of full generation

In some processes the generation isn’t triggered in standard as it is not needed. In this case the system always checks if a full generation
should be done.
This is done by taking the values for the external attributes of MDT from the database and comparing those values with the values sent from
CRM container.
If they are the same the system decides that nothing is to be changed/generated. Only in case there is a difference a full replication is
triggered and then the MDT is called.
If prices are replicated from CRM, always a full generation is triggered.
To influence the container BAdI ECRM_CRM_UPLOAD with method IF_EX_ECRM_CRM_UPLOAD~ECRM_UPLOAD_FILL_CONTAINER can be
used.

Handling of installation facts during replication in several processes

The description is valid for operands marked as product related. In case of contract related operands the handling can differ.

New Contract – Move-in

The MDT is always triggered and facts are generated starting with contract start date.
Generation period: Contract start date until 31.12.9999

Contract end – Move-out

Per default the MDT isn’t triggered (except the price replication is used) and the facts are just cut off to the contract end date.
When a full generation is determined the generation period is:
Contract start date until contract end date

Product change

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The facts were changed in two steps:
1) The existing time slice is limited to the product change date – 1 day
2) The new time slice is generated starting with the product change date
Generation Period: Date of product change until 31.12.9999

Product change cancel

The facts were changed in two steps:

1) The new installation fact time slice which has been created during the product change is deleted.
2) Starting from this date the fact is re-generated according to the settings of MDT which is used from the old product.
Generation period: Date of product change until 31.12.9999

One important thing is to mark the operands as product related, otherwise they will not be considered correctly (also during the deletion
process).

Cancel contract start

All operands which are created by using the external attributes as parameter in the MDT are deleted. All operands were the attributes are
defined as constant just remain as they are.
The installation history is not changed (see KBA 1998263).

RGEN cases

Basically the RGEN case is treated 100% equally between CRM and IS-U, no matter where the process is started, no matter how much
additional attributes are sent from CRM.
The system determines the database value for all external attributes of MDT and puts those in a container. The container sent from CRM is
totally ignored.
The product attributes should be available in the container as long as they are well defined in MDT and also assigned to the product in CRM.
This means all external attributes of the used MDT should be available.
To influence the container BAdI ECRM_CRM_UPLOAD with method IF_EX_ECRM_CRM_UPLOAD~ECRM_FILL_CONTAINER_RGEN can be
used.
Basically there are the following RGEN scenarios:

Move out date is extended (e.g. 15.10. to 31.10.)

Move out date is extended to 31.12.9999 (move out reversal)
Move-in date is shifted prior to the previous move-in date (e.g. 15.10. to 01.10.)

To influence the processing BAdI ECRM_CRM_UPLOAD with methods IF_EX_ECRM_CRM_UPLOAD~MOVEOUTDATE_CHANGED or

IF_EX_ECRM_CRM_UPLOAD~MOVEINDATE_CHANGED can be used to define Follow up actions after the processes were executed.

Change move-in date

If the move-in date is changed to the future the data already exists and so the date is just shifted to the new move-in date an no data in
installation history nor installation facts are changed.
If the move-in date is changed in the past than the data starting from new move-in date has to be generated using MDT processing.
Generation period: New move-in date until old move-in date – 1 day

Change move-out date

In case move-out date is changed to the future: See process cancel contract end.
In case move-out date is changed to the past, time slices are just cut off to the new move-out date as all data already exist.

Cancel contract end

A Cancel Contract End is nothing more than a change of move-out date to 31.12.9999.
In general the system keeps the already existing data and generates starting with move-out date + 1 until 31.12.9999.
Generation period: Old Move-out date + 1 day until 31.12.9999

Contract correct or Contract change

The facts were adapted with the new values starting with (new) contract start date. Facts already created (wrongly) will not be deleted but just
remain as they are.

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Handling of installation facts: Common Problems

Installation fact node is processed even though it is marked as dynamic node

Symptom

An attribute is sent with initial value from CRM. It is expected that the installation facts were not created as the node is marked as dynamic
node.

Solution
A dynamic node should not be processed if the values are initial.
The system executes the node if, at runtime, there is at least one attribute, in which the indicator has been set, contains a value that differs
from the initial value.
As soon as any of these attributes contain a value the whole node is processed.

For operand types FACTOR, INTEGER, QUANT, TQUANT, DEMAND and AMOUNT it can't be distinguished between initial value and real value
0.000 entered.
The requirements of many customers is to use dynamic nodes but also to replicate a real value of 0.000 from CRM.
When it isn’t considered that 0.000 is equal to initial value the system always decides it's the initial value and therefore node will not be
executed and real 0.000 value will not be created.

Another attribute needs to be found which decides about the node execution as in this case the attribute value is not suitable to decide if a
dynamic node should be executed or not. .

Installation fact values changed in IS-U are not replicated to CRM

Symptom

Installation facts were maintained directly in IS-U using transaction ES31. These changes are not replicated to CRM.

Solution
Direct changes of installation facts or also Rate Category in IS-U won't trigger any replication back to CRM.
With integrated environment (i.e. front-end CRM with back-end IS-U), changes to the installation facts shouldn't be done directly in IS-
U. Otherwise this can cause issues and ECRMREPL errors when the attribute is changed outside of CRM in the future (time slice miss match,
overwriting manually entered values).
When the operand is marked and used as product related operand than it is read only in IS-U and can't be changed directly.
The recommendation is to change attribute values in CRM and replicate it to IS-U.
But if it is absolutely needed the replication can be triggered manually by using the request load of contracts in transaction R3AR4 in CRM for
single contracts.
To ensure that the installation facts which are changed are taken into account, they have to be defined either in the corresponding Master
Data Template as external parameter. Or BAdI CRM_BTX_EXTENSIONS can be used. This BAdI contains an IS-U specific implementation class
CL_IM_CRM_ISU_EXT with methods to fill the IS-U specific extension tables.

This is similar to contract changes in ERP system.

See also

1843479 - Integration IS-U - CRM

Part:
Not recommended: Rate change in the ERP system

Operand isn’t created according to the MDT settings

Symptom

In the MDT a node of installation facts is defined as follows (example):

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Name Definition Value

Operand Parameter Operand key

AB Parameter CONTSTART

BIS Parameter CONTSTART

BETRAG Parameter VALUE

It is expected that the operand will be created with a valid-from and valid-to as CONTSTART.
But that's not the case: The operand is created with valid-from and valid-to of contract.

Solution

This is valid for all kinds of installation facts (except FACTOR) and will also affect handling during move-out or product change.
It's because the generation period is weighted higher than parameter definition of attribute.
In such a case the AB and BIS needs to be either defined as virtual attributes or as of note 1788494 Function Module
ISU_PDSCR_INST_FACTS_MODIFY_P can be used.
This one needs to be replaced in the respective master data template categories (in table EPDTYPE).

Several time slices remain with identical values

Symptom

After process replication the installation facts contain two time slices with identical values.

Solution

Some processes like product change cancel or cancel contract end create two installation facts time slices. This is caused because the system
keeps the already existing data and just generates missing data.
To merge these time slices together attribute AUTO_MERGE needs to be set in the corresponding MDT node. The system determines the
attribute AUTO_MERGE. If this one exist and it is marked the system compares the values of the time slices. When the values are identical the
time slices will be merged together so that only one time slice remains for the whole period.

Important table entries for contract replication

The following table entries should be maintained in ERP system for a working contract replication.

Table CRMSUBTAB
CONSUMER OBJNAME UP_OR_DOWN OBJCLASS MOD_NAME
CRM SI_CONTRACT D BUSPROCESSND ECRM_CONTRACT_EXTRACT
CRM SI_CONTRACT D SI_CONTRACT ECRM_CONTRACT_EXTRACT

Otherwise it could be that a dump is raised at CRM side with error ECRM_ISU 038 (see note 1872989 ).

Table TBE31

EVENT LAND APPLK FUNCT

IBSSICON BC-MID ECRM_CONTRACT_COLLECT_DATA

Table CRMRFCPAR

BAPI function module BAPI_CRM_SAVE

Set 'X' in Send XML field instead of 'M', otherwise everything will be sent synchronously
The Flag "InQueue" need to be set to X to enable the system to determine the right queue name for SI_CONTRACT Bdocs starting with
R3AD_BUPA.
This is done in Function module CRS_READ_DNL_PARAMS → CRM_GET_QUEUENAME

Table CRMQNAMES

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CONSUMER OBJNAME SORT_ORDER BAPISTRUCT QOBJPART BAPIFLD BAPIOFFSET
BAPIFLDLEN
CRM SI_CONTRACT ECRM_CRMCONTRACTPOS BUPA PARTNER 000000
000020
CRM SI_CONTRACT ECRM_CRMCONTRACT_STATUS_DATES BUPA PARTNER 000000
000020

The contracts have to be replicated to CRM via the same queue, where the BP and BuAg are replicated.
That's why the BUPA-queue is used.
If a BP has two contracts they will be replicated serial in the same queue.

Table ECRMTRANSACTTYPE

Defines the process type which is taken in case of request load (the one which is used in CRM to create the contracts)

Table CRMPAROLTP

Possible entries:

PARNAME CRM_ISU_NOT_RESP_BLOCKED_BDOCS
See note 2525876

PARNAME CRM_ISU_VAL_WAIT_TIME
See note 2411569

PARNAME CRM_MAX_NO_QUEUES_PER_REQUEST
See note 2665138

PARNAME CRM_FILTERING_ACTIVE
See note 2056317

Master Data Templates (MDT)

MDT: Common Problems

MDT isn't transported in status 'A' (active) in transaction EPRODCUST

Symptom
MDT isn't transported in status 'A' (active) in transaction EPRODCUST

Error: EPD 059 (Master data template '..' does not have the status 'F') occurs if you try to release a Master Data Template that is
relevant for CRM.

Solution

See KBA: 2424023

Object Set
Purpose
Overview
Technical information
Package
Classes / Interfaces
BAdI's
Components
Related Content
Related Documents
Related SAP Notes/KBAs

Purpose

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An object set is a collective document for business objects. It is used to collect and classify objects and to create follow-on documents from
these objects.

Overview

Object sets are part of the functions for the Key Account Manager (Utilities Industry) - standard business role UTIL_SALES.

The object set describes the customers (or prospective customers), the objects classified by labels, and other detailed information.
Object sets are classified using categories for different objects. The following categories are provided as standard:

Point of Delivery Set: Allocation of Points of Delivery

Contract Set: Allocation of Contract Items
BP Set: Allocation of Business Partners

Object sets are fully integrated into Utilities Process Framework.

As of SAP enhancement package 3 (SP05) for SAP CRM 7.0, the business function Label Determination in Object Set (CRM_UT_LABEL_DET)
is available.
This business function provides you with the following functions:

Objects in an object set can be displayed in a new hierarchy or list view.

Objects in the tree can be rearranged using a drag and drop function.
A display preview can be calledof the objects.
Using the BRFplus integration provided, own structuring/labeling functions can be generated for the object set.

Technical information

As the Utilities Process Framework is used all process related technical objects mentioned in Contract Management are also valid here.
In addition the following technical objects are specific for object sets.

Package

Package Short description

CRM_IU_CI_BASKET Utilities POD Basket

Classes / Interfaces

Class / interface Short description

IF_CRM_IU_CI_BASKETOBJ_SERVICE Interface for Object Set Document

IF_CRM_IU_CI_BASKET_SERVICE Interface for CI Object Basket

IF_CRM_IU_OBJECT_SET Interface for BAdI: CRM_IU_OBJECT_SET

CL_CRM_IU_OBJSET* Base classes for Object Set Header, Item and Window

CL_CRM_IUIL_OBJSET_LBL* Label related classes

BAdI's

BAdI Short description

CRM_IU_OBJECT_SET Badi: Object Set

Components

Component Short description

IUBSKC IU Object Set Contract Search

IUBSKM Utilities Object Set - Main component

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IUBSKPROC Object Set Process Component

IUBSKS Utilities Object Set - Search

IUBSKT Object Set Tree Component

IUIMPORT Object Set Import

IUBSKS Utilities Object Set - Search

IUBSKC IU Object Set Contract Search

IUBSKP Utilities Object Set - Point-of-Delivery

Search

IUBSKB Object Set Business Partner Search

Related Content

Related Documents

SAP Help Portal

Object Set as Part of Functions for the Key Account Manager

Related SAP Notes/KBAs

2249840 - CRM-IU:How to move out all contracts and new contracts - B2B-bankruptcy scenario in standard CRM Utilities

Object Set - Common Problems

Object Set Processes

Quotation Management
Purpose
Overview
Technical information
Related Documents
Related SAP Notes/KBAs

Purpose

Tips & Tricks in Quotationmanagement

Overview
An Utility Quotation is a legally binding quotation to a customer regarding the agreement of utility contract.

Within the validity period of a utility quotation, the customer can conclude a contract based on the conditions stipulated in the quotation.
This function is available in the CRM WebClient UI and in the Interaction Center WebClient.

Call center agents can use Quotation Management to display a list of quotations for a business partner and to access quotation details such
as product details, data and partners, statuses, billing information, and rejection data.

Quotations are fully integrated into Utilities Process Framework.

Technical information

The Quotations management uses the same technical objects like the Contract Management.

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Related Documents

SAP Help Portal:

Utility Quotation

Quotation Management

Related SAP Notes/KBAs

Quotation - Common Problems

Quotation Processes
Processes

B2C Quotation Processes

B2C Process Description

QUOTATION_ACCEPT Accept Quotation ( creating Contract )

QUOT_ACCEPT_PACK Accept Quotation package

QUOTATION_CHANGE Change Quotation

QUOTATION_CREATE Create Offer

QUOTATION_REJECT Reject Quotation

QUOTATION_REJECT_PACK Reject Quotation Package

QUOTATION_REJECT_ITEM Reject Quotation Item

QUOTATION_RELEAS Release Quotation

QUOT_RELEAS_PACK Release Quotation Package

QUOT_PACKAGE Create Package Document

B2B Quotation Processes

Doc Type B2B Process ID Description

Structured MAINDOC_DELETE Delete Sub items

Structured MAINDOC_NEW_MAIN Create Main Item

Structured MAINDOC_NEW_SUB Create Sub item

Structured MAINDOC_REASSIGN Reassign sub items

Structured QUOT_REJ_STR_CI Reject Quotation with Structured Items

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Doc Type B2B Process ID Description

Structured QUOT_REL_STR_CI Release Quotation with Structured Items

QUOT_ACC_ALL_CI Accept Quotation

QUOT_CALC_RESET reset calculation

QUOT_CALC_TRIGGR Trigger calculation

QUOT_CHANGE_CI Change Quotation C&I

QUOT_COPY_CI Copy quotation

QUOT_REJECT_ITEM Set Items to Status Rejected

Business Objects

Disconnection and Reconnection

Purpose

The purpose of this site is to quickly describe how the disconnection and reconnection is used in the WebIC.

Overview
This function allows an agent of a utility company to request a disconnection or a reconnection of supply for a customer. For example, a
customer may want to close their vacation home for the winter. The customer can call an agent to request a disconnection of supply and then
call back at a later date to request a reconnection.

A disconnection or a reconnection can be requested for an account, a premise, a contract or another reference object. The devices related to
the reference objects are displayed in the disconnection or reconnection request and can be selected for disconnection or reconnection.

Prerequisites

As of SAP CRM 7.0, the function is available in the SAP standard role UTIL_IC_REG.

Processes

Technical information

Packages

Package Description

CRM_IU_IC_DISC UI for Disconnection / Reconnection in IC

Classes / Interfaces

Relevant classes will start with

CL_IUICDISC_SEARCHDISC_IMPL

Error Message Class

CRM_IU_IC_DISC

Components

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Name Short
description

IUICDISC

IUICDISC_OBJ

BADIs

ISU_SERVORD_EDCN (ERP) IS-U: Service Orders for Disconnection Orders

For customer-specific determination of:
- The devices to be included in a disconnection order or reconnection order.
- The order code and the maintenance planning plant for the disconnection order or reconnection order

ISU_AMI_DISCONNECT (ERP) Disconnection/ reconnection for AMI

For customer-specific determination of remote disconnection and reconnection of AMI devices.

Customizing

You need to complete the following in Customizing:

1. Customizing of postal regional structure in basic functions:

a) Define Regional Structure Group

b) Define Regional Structure Areas for Roles.

Note: Define role 20500033 (ISU_WORKMAN) for plant determination.

c) Allocate Regional Structure Groups to Regional Structure Areas

2. Customizing of basic functions in Work Management: Define Service Objects

3. Customizing of order processing in Work Management

a) Define Order Codes

b) Allocate Service Objects to Order Codes

Related Content
Related Documents

SAP Help Portal: Disconnection and Reconnection

Related SAP Notes/KBAs

KBAs

2735420 - ISU_CREATE_ORDER with error message E9-140

2670937 - CRM-IU:Creating Disconnection Document without saving

2553012 - CRM-IU: Disconnection Document list is not correct

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Profiles
Purpose
Overview
Processes
Technical information
Packages
Classes / Interfaces
Components
Customizing
Message class
Data base tables
Related Content
Related Documents
Related SAP Notes/KBAs

Purpose

Information about the usage of profiles in CRM

Overview
The creation of a quotation is based on the anticipated consumption for a customer within the quotation period. This information is
managed in profiles at the point of delivery. Consumption data for a period, and other values such as prices, can be managed in
profiles.
Profiles can be also processes independently from a point of delivery.
The profiles are stored either in SAP CRM itself, in the IS-U component EDM, or in an external profile administration system.
They are composed of header data and profile values.
BRFplus operations are available with EhP3 SP08 with Business Function CRM_UT_PROF_OPS

Basic/EDM operations are available with EhP2 with note 2093376

TOU operations were added with note 2170743 in EhP3 SP09

Processes
Create CRM / EDM profile (stand-alone / on PoD)
Import profile with values from *.csv or *.xml file (stand-alone / on PoD)
Assign CRM / EDM profile to a PoD
Copy CRM profile
Define profile factors for EDM synthetic profile
Export profile with values as *.csv or *.xml file

Technical information
Packages

Package Description

CRM_IU_CI_TEC Utilties Technical Installations + Profiles

Classes / Interfaces

Relevant classes will start with CL_IUPROFIL_* or CL_CRM_ISU_PROFILE*.

Components

Name Short description

IUPROFILEH Utilities Profile - Header

IUPROFILEM Utilities Profile - Main Component

IUPROFILES Utilities Profile - Search

IUPROFILEOP Utilities Profile - Operation Parameter

IUPROFILEPATT Utilities Profile - Pattern List

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Customizing

IMG path: Customer Relationship Management -> Industry-Specific Solutions -> Utilities Industry -> Technical Objects -> Profiles

1. General settings
Basic profile settings.
2. Interface to external systems:
Settings relating to data exchange with IS-U EDM or external systems.
3. Profile scheme:
Definition of profile schemes used for a quotation.

If EDM storage or an external system is used it must be ensured that the Customizing in the systems agree with one another.

Message class

CRM_ISU_PROFILE_DATA

Data base tables

Name Short description

CRM_ISUD_EPROFV Profile Values (Unspecified Interval)

CRM_ISUD_EPROFVD Profile Values (31 Days for a Month)

CRM_ISUD_EPROFVM Profile Values (12 Months for a Year)

CRM_ISUD_EPROFVY Profile Value (for Example, for a year)

These tables are used when the profile storage is CRM

In case profile storage is EDM then the corresponding tables in ERP system are used, like EPROFVAL15, EPROFVAL60 or EPROFVALSTAT.

Related Content
Related Documents

SAP Help Portal:

Profiles

Related SAP Notes/KBAs

2665030 - CRM-IU: Profile value display - expected status is not displayed

Profiles - Common Problems

Copy button is missing when displaying profile

Symptom
Copy button is missing when displaying a profile.

Solution

Profiles can be only copied when they are assigned to a PoD and the storage is in CRM.
The PoD need to be displayed and here the assigned profiles. When clicking on the profile then it is displayed and copy button is available.

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See:
45 METHOD IF_BSP_WD_TOOLBAR_CALLBACK~GET_BUTTONS CL_IUPROFIL_PROFILEOVP_IMPL===CP
*copy only for CRM profiles on PoD possible

Profile header: Data can't be changed

Symptom
A profile with storage EDM is created in CRM and the header data were filled. Once the data are saved it is not possible to changed them.
View: IUPROFILEH/ProfileHeader

Solution

In standard, any EDM profile (or assigned EDM profile) header value cannot be changed anymore once a profile header is saved.
This is the case to have an harmonized behavior between CRM and IS-U system. Even in IS-U system it is not possible to change the profile
header once the data were saved.

Profile values - default interval

Symptom

Start the CRM Webclient with business role UTIL_SALES and display different profile.

The display interval of the profile values which is displayed per default differs between the profiles.

Solution
The default interval is displayed as follows:

As long as a profile is created and not yet saved the displayed interval is the "Valid From" and "Valid To" of the header.
As soon as the profile is saved the displayed interval is "Yesterday".

See:

METHOD IP_SINGLESELECT CL_IUPROFIL_MAINWINDOW1_IMPL

......
if lr_profile->is_persistent( ) = abap_true.
ls_param-name = 'DISPLAY_FROM_DATE'.
lv_date = sy-datum - 1.
........
else.
* for newly created profiles (e.g. after import) we show all values
ls_param-name = 'DISPLAY_FROM_DATE'.
ls_param-value = '00010101'.

Service Order and Notification

Purpose

The purpose of this site is to quickly desribe how the service order and notification user interface is used.

Overview

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When the interaction center agent has identified the account and his data environment in the system and has chosen the object context
menu, the user interface for the creation of service orders or service notifications opens automatically. The interaction center agent can enter
the details for the service order/notification, for example description and damage cause, and save the order/[Link] service
department takes care of the subsequent processing.

Prerequisites
As of SAP enhancement package 2 for SAP CRM 7.0, business function Utilities Energy Retailer 2 (CRM_UT_ER_2), the new user interface for
the creation of service orders and service notifications is available. Activate the business function CRM_UT_ER_2.

Technical information
Package

System Package

CRM CRM_IU_IL_SERVICE

ERP EEWM_IF_SERVICE

Classes

System Name Description

CRM CL_CRM_ISU_IL_SRV_ORDER Utilities: ERP Service Order

CL_CRM_ISU_IL_SRV_Notification Utilities: ERP Service Notification

Function moduls

System Name Description

IS-U ISU_IL_SERVICE_ORDER_CREATE ICWebClient Service Order / create via RFC

ISU_IL_SERVICE_NOTIF_CREATE IS-U ICWebClient Service Notification / create via RFC

ISU_DB_QMEL_SELECTALL_IN_RANGE INTERN: Array-Select VIQMELST für mehrere Rangebereiche

Structures

CRM Notification CRM_ISU_SRV_NOTIF_ATTR Attribute Structure of genIL Object IsuServiceNotification

CRM_ISU_SRV_NOTIF_CREATE Attribute Structure of genIL Object IsuServiceNotification

Order CRM_ISU_SRV_ORDER_ATTR Attribute Structure of genIL Object IsuServiceOrder

CRM_ISU_SRV_ORDER_CREATE CRM_ISU_SRV_ORDER_CREATE

IS-U Notification EEWM_ISU_IL_SRV_NOTIF Structure for service notification

EEWM_ISU_IL_SRV_NOTIF_CREATE

EEWM_ISU_IL_SRV_ORDER

EEWM_ISU_IL_SRV_ORDER_CREATE

Component

Object Component Component Component Component

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Nofication IUSRVNH IUSRVNM IUSRVNS

ERP Service Notification Search

Order IUSRVOH IUSRVOD IUSRVOM IUSRVOS

ERP Service Notification Search

Queries

Query Description

IsuServiceNotificationQuery Notification

IsuServiceOrderQuery Order

Customizing

You make the settings for the user interface for creating service notifications and orders in Customizing for Customer Relationship
Management under Industry-specific Solutions -> Utility Industries -> Settings for User Interface -> Maintain Parameters for Service
Orders and Service Notifications

Table

CRMC_ISU_SRV_NOT IS-U Service Notification Customizing

CRMC_ISU_SRV_ORD IS-U Service Order Customizing

Related Content

Related Documents
SAPHelp: Service Notification

SAPHelp: Service Order

Related SAP Notes/KBAs

Notes

Description has symbols like these <(>$>)

Note 2464116 - Service order description is shown twice

Note 2459943 - Service order description has symbols like <(>$>)

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Note 2250545 - Long text for order header corrupted if it contains ITF special characters
Note 2014034 - Character '&' in a long text shows as '<(>&<)>'

Access Service Order and Notification

Access Service Order and Notification

An account contacts their utilities company and reports a fault with their electricity meter.

Steps to create and display a service notification:

1. The call center agent identifies the account and premise in the system.

2. They create a service notification. The system uses the service code defined by the Customizing settings in the CRM System. They can
enter a description, damage code, malfunction cause and other data here.
In the result list of the technical objects the event to create service order and notification can be called as One Click Action on the
BOLTREE nodes connection object, premise, POD and device.

Create service notification:

In the context menu the order and notification can be also created. Click on the link for the confirmed premise and the pop-up with the

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defined One Click Action is displayed to create order and notification.

3. They save the service notification.

4. The service department is responsible for subsequent processing. If the account has a query, the notification can be viewed in the
customer overview in the Interaction Center or in the data environment for the enhanced identification. The agent can display and edit
the notification here.
In the result list of the account in the enhanced identification select the complete environment (BOLTREE profil IUICMDBP3):

Here the node for service order and notification are displayed.

Steps to display the order history

1. The call center agent identifies the account and premise in the system.

2. They select a service order from the account result list in the enhanced identification . In the view IUSRVOH/OrderHistory the history
for all related orders are displayed.

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Here the agent can select the related orders for the account, function location, all and open:

Steps to display the appointments

1. The call center agent identifies the account and premise in the system.

2. They create a service order. In the view IUSRVOH/Appointments the appointments can be displayed.

Service Order and Notification: Common problems

"Save Failed" error when creating notification in WebUI

Symptom
Trying to create a service notification via the context menu in the identification or premise overview BOLTREE and the following error is raised:

Save failed
Notification & does not exist ( IM 502)

In the ERP system also a dump can be occure with error:

Runtime Errors DBSQL_DUPLICATE_KEY_ERROR

Except. CX_SY_OPEN_SQL_DB
Program SAPLIPAR

Solution

Implement Note 2440505.

Exception CL_IUSRVOH_DETAILS_CN00=>GET_V_PRIORITY
Symptom

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Trying to create an service order or notification via the context menu in the identification and the following exception is raised.

An exception has occurred Exception Class CX_SY_REF_IS_INITIAL -

Dereferencing of the NULL reference

Method: CL_IUSRVOH_DETAILS_CN00=>GET_V_PRIORITY

Source Text Row: 15

The exception is raised if the Internet Explorer 8 is used.

Or

Confirm a premise and navigate to the premise overview. Here select the node service order in the BOL Tree profile IUIC_SL3. If no order is
available and the service order node is selected to navigate to the display of service order view the same exception is raised.

Solution
Implement Note 2086737 if Internet Explorer 8 is used.

To avoid the exception in the premise overview apply note 2592126.

CRM Billing

Bill Correction Workbench

Related Content
Notes
KBAs
WIKI / SCN

Related Content

Notes

Note Short Description

KBAs

KBA Short Description

WIKI / SCN

CRM for Utilities

IS-U Invoicing

IC Web Client Bill Correction

Bill Correction Workbench: Common Problems

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Bill Correction Workbench: Master Data

Billing Overview

Purpose
Overview
Customizing
Customizing CRM
Customizing ISU
Transactions ISU
Technical information
Component
Business Roles
Package
CRM
IS-U
Tables
CRM
IS-U
Views
Structures
Function Groups / Programs
CRM
ISU
Function Moduls / BAPIs
ISU
Message Class
Related Content
Documentation
Recent Notes
KBAs
WIKI
Search Terms
Purpose

Overview
Customizing

Customizing CRM

Table Short description

CRMC_IUICOVBC_PR Profile for Billing and Consumption

CRMC_IU_IC_OVW Customizing table for Utilities Overview

CRMC_ISU_DISP_SP Display Packages Customizing Fields

CRMC_IU_IR_PDS IR pre-defined searches

Customizing ISU

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Transactions ISU

Transaction Short Description

EA40 Print Document/Header Data

EA22 Display Billing Document

Technical information
Component

IUICOVBC

Business Roles

Business Role Short Description

UTIL_IC Interaction Center for Utilities

UTIL_IC_REG Interaction Center for Utilities + Disconnection document management

UTIL_IC_LEAN Interaction Center for Utilities, limited functionality

Package

CRM

Package Short Description

CRM_IU_IC_6X_OVW Utilities: IC WebClient - Overviews

IS-U

Package Short Description

EE20 IS-U: Billing

EE_IL Utilities Generic Interaction Layer: Main Package

EE_IL_BICO Utilities Generic Interaction Layer: Bill Correction

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EACS Billing data for customer service

EEFO Front-Office: Cross-Application Modules (FI-CA, Invoicing)

Tables

CRM

see section "Customizing CRM"

IS-U

Table Short description

ERDK Print Document/Header Data

ERDB Documents (FICA) for Print Document (ERDK)

DBERDL Print Document Line Items

ERCHC Invoicing/Reversal History: ERCH

EITR Temporary Selection Data for IS-U Invoicing (Invoicing Trigger)

EITRDK Temporary Data Selection: Invoicing -> Bill Printout (Printing Trigger)

DFKKKO Header Data in Open Item Accounting Document (FICA)

DFKKKOP Items in contract account document (FICA)

DFKKMOP Items in contract account document (FICA)

Views

View Short description

CRMV_IU_IC_OVW Tree Profiles for Account Overview

CRMV_ISU_DISP_SP Maintenance view for sales/service tx types to display

CRMV_ISU_TRXT_SP Sales/Service transaction types for Display Packages

CRMV_IU_IR_PDS Interaction Records Predefined Searches

Structures

Structure Short description

CRM_ISU_FS_ENV IS-U Data Environment View: Configuration Structure

Function Groups / Programs

CRM

Function group Short description

CRM_ISU_DISP_SP Screen & modules for CRMV_ISU_DISP_SP

CRM_IUICOVBC_PR Extended Table Maintenance (Generated)

CRM_IUIR_PDS_CUS Extended Table Maintenance (Generated)

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CRM_IU_IC_OVW Extended Table Maintenance (Generated)

ISU

Function group Short description

ISU_IL_BICO_REMOTE ISU_IL_BICO_REMOTE

EE20 IS-U: Billing

EACS Billing data for customer service

EEFO Front-Office: Cross-Application Modules (FI-CA, Invoicing)

Function Moduls / BAPIs

ISU

Function Module Short Description

CRM_ISU_GET_CFS_INFO_2 Provides IS-U Values for IC WebClient Fact Sheet

ISU_CONS_OVERVIEW_REMOTE Consumption Overview: Remote

ISU_CONS_OVERVIEW_REMOTE_2 Display Consumption Overview in IC WebClient

ISU_BICO_ERDKINFO_REMOTE Select Print Documents for Bill Correction

ISU_BICO_ERDKINFO_REMOTE_2 Select Print Documents for Relation 'BuagPrintdocRel'

ISU_DB_ERDK_SELECT Select Print Documents

Message Class

Message Class Short Description

CRM_IU_IC_OVW UI Messages for Overviews in ICWC for IS-U

Related Content
Documentation

WIKI: CRM for Utilities

Recent Notes

Note Short Description

2237298 Performance problems when displaying a large number of documents in the invoice

2081340 ICWC MD: Amount fields are displayed in incorrect format

2081333 ICWC DocDisplay: Amount fields are displayed in incorrect format

2025377 ICWC OVBC: Amount fields are displayed in incorrect format II.

2020269 Billed consumption view is empty if the rate design in IS-U does not create ERC

1955460 ICWC OVBA: Invoices are filtered incorrectly II.

1499296 Error message TD 327: Opening invoice from CRM billing view fails

1381997 ICWC: Invoice overview

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1357970 ICWC: Invoice display (Supplement to Note 1273110)

1345440 IC WebClient: Only 10 oldest entries in settlement view

1332939 IC WebClient: Only 10 oldest entries in settlement view

1273110 ICWC: Aggregated display of invoices

1257526 ICWC: Customer-defined adjustment of invoice overview

1257084 ICWC: Displaying customer-specific bills

KBAs

KBA Short Description

2409716 ICWC Missing invoices in billing overview for business roles UTIL_IC or UTIL_IC

2354672 ICWC Unable to view aggregated invoices in Billing Overview

1895682 ICWC Not all invoices are displayed in BuAg View

1586332 ICWC Billing Data in Billing/Invoice view missing

WIKI

IC Web Client Bill Correction

IS-U Invoicing

Search Terms

ICWC Rechnungsübersicht Rechnungskorrektur Fakturierung Druckbeleganzeige Display Invoices Printing Abrechnung

Billing Overview: Common Problems

Billing Overview: Master Data

Budget Billing Procedures

Purpose
Overview
Customizing
Customizing CRM
Customizing ISU
Transactions ISU
Technical information
Budget Billing Plan
CRM
IS-U
Payment Plan
CRM
IS-U
Events
Payment Scheme
CRM
IS-U
Events
Related Content

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Documentation
Recent Notes
KBAs
WIKI
Search Terms
Purpose

Overview

General information on ISU Budget Billing Procedures are to be found here .

Customizing

Customizing CRM

Customizing ISU

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Transactions ISU

Transaction Short Description

EA61 / EA62 / EA63 Budget Billing Plan: Create / Change / Display

EA61PS / EA62PS / EA63PS Payment Scheme:: Create / Change / Display

EK92 / EK93 / EK94 Payment Plan: Create / Change / Display

E61D Delete Budget Billing Plan / Payment Scheme / Payment Plan

Technical information
Budget Billing Plan

Functionality like IS-U transaction EA61EX.

CRM

GENIL-Component:
Component: ISUBBP
Package: CRM_IU_IL_BBP
Class: CL_CRM_ISU_IL_BBP
UI Component:
Component: IUICBBP
Package: CRM_IU_IC_BBP

IS-U

Function group: EA61EXR

Payment Plan

CRM

GENIL-Component:
Component: ISUPP
Package: CRM_IU_IL_6X_BBP
Class: CL_CRM_ISU_IL_PP
UI Component:
Component: IUICPP
Package: CRM_IU_IC_6X_BBP

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IS-U

Function group: E325R

Events

Event Short Description

ISU_SAMPLE_R941 Calculate Proposed Amount

ISU_SAMPLE_R942 Check Change Reason for Changing Amount

ISU_SAMPLE_R943 Default values for Payment Plan Creation

ISU_SAMPLE_R944 Distribution of cumulated amount on contract level

Payment Scheme

Introduced from CRM release 7.01.

CRM

GENIL-Component:
Component: ISUPS
Package: CRM_IU_IL_6X_BB
Class: CL_CRM_ISU_IL_PS / CL_CRM_ISU_IL_PS_UTIL
UI Component:
Component: IUICPS
Package: CRM_IU_IC_6X_BBP

IS-U

Function group: EA61PSR

Events

Used events are IS-U events. Further information are to be found in WKI pages for IS-U Budget Billing Plan Procedures in sections "Master
Data" and then "Events".

Related Content
Documentation

IS-U Budget Billing Plan Procedures

Recent Notes

Note Short Description

2395952 ICWC BBP/PS: The payment scheme change is saved incompletely - ERP

2395934 ICWC BBP/PS: The payment scheme change is saved incompletely - CRM

2388534 ICWC BBP/PP: BBP View shows multiple sum lines

2386222 ICWC BBP/PP: Payment Plan Type not assigned during the budget billing plan creation

2378840 ICWC BBP/PS: Exception raised after PS change cancelled

2345306 ICWC BBP/PP: Inactive Payment Plan incorrectly sorted

2317031 ICWC BBP/PS: The amount can be changed over limits

2236580 Allow changes to Budget Billing Plans for past periods

2236579 Data Dictionary changes for SAP Note 2236580

2232711 ICWC BBP: No attributes of BBP are read

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2226915 ICWC BBP/PP: Incorrect cumulative amount of Payment Plan lines

2213108 ICWC BBP: Inconsistency of domain values in CRM and ERP

2205346 ICWC BBP/PS: Exception raised after PS change cancelled

KBAs

KBA Short Description

2351697 ICWC Budget billing plan items not summarized within period

2244133 ICWC and ISU: missing customizing table for payment scheme

2199758 ICWC payment plan created although not saved

2199660 ICWC Change of budget billing cycle not displayed

2004554 ICWC Button "Change amount" after creation of a payment plan does not work

2000596 ICWC Budget billing plan items (amount and due dates) are not changeable

1976191 ICWC Transaction launcher for EA63PS does not work

WIKI

IS-U Budget Billing Procedures

IS-U Invoicing

Search Terms

ICWC Abschlagsplan Zahlungsschema Zahlungsplan

Budget Billing Procedures: Common Problems

Budget Billing Procedures: Master Data

Meter Reading in CRM

Purpose
Overview
Technical information
Packages
Classes / Interfaces
BAdI's
Components (BSP Applications)
Related Content
Related Documents

Purpose
This section will explain where and how Meter readings are used within the CRM webclient for Utilities.

Overview

Meter readings are used in the UTIL_IC business role. The Interaction Center agent can use the Meter Reading work center to enter a meter
reading.

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Meter readings can be also displayed, changed and created within the Bill correction workbench.
During the execution of certain processes in the CRM contract management process, it is possible to enter meter reading data in the
Interaction Center.

The Meter reading functionality in CRM webclient uses often the ERP functionality (by RFC calls). That's why the meter reading customizing in
ERP is also relevant for CRM.

Technical information
Packages

Package Description

CRM_IU_IC_6X_MR Utilities: IC WebClient - Meter Reading

CRM_IU_IL_MR Utilities: Generic IL Implementation - Meter Reading

Classes / Interfaces

Class Short description

CL_CRM_ISU_IL_MR Generic Interaction List Implementation: IS-U MR Data Entry

CL_CRM_ISU_IL_MR_EXT GENIL for MR Extended

CL_CRM_ISU_IL_MR_FILTER Filter for MR

CL_CRM_ISU_IL_PC Generic IL Implemetation of IS-U Period Consumption

CL_CRM_ISU_MR_TOOL MR tool

CL_CRM_ISU_AMI_BASICS General Class for AMI

BAdI's

BAdI / Interface Short description

ISU_IL_MRDOC / IF_EX_ISU_IL_MRDOC BADI for CRM Integration Meter Reading Results

→ BAdI is located in the corresponding ERP Influence or redefine the display of the meter reading results to be changed and the display of the
system meter reading result history
in the Interaction Center WebClient (GENIL component ISUMR).

Components (BSP Applications)

Name Short description

IUICMR IC Utilities Meter Readings

IUICMRD IC Utilities Meter Readings - Details

IUICMREXT IC Utilities Meter Readings - History

IUICPCT IC Utilities Periodic Consumption - Temporary Data

Related Content
Related Documents

SAP Help Portal:

Enter Meter Reading

Meter Reading in Contract Management

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Bill Correction

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