IDES CRM 2007 Reactivate IDES ERP Integration

Purpose
Post Installation Configuration for IDES CRM 2007 for Reactivation of the ERP Integration.
The ERP System which is used must be the IDES ERP System which is shipped in the same
delivery as the IDES CRM System, otherwise there can be differences in the Systems
in regards to customizing, Master data, Number ranges etc. which could effect a working
Integration.
This script describes how to reactivate the Integration between IDES CRM and IDES ERP.

RFC connections to CRM in the ERP System

Login in to the ERP System with User: idadmin and password: ides in the IDES ERP System.
Launch Transaction SM59
Select RFC Destination: DTZ_800 (This is the connection to the CRM System)
Enter the correct data for the CRM System..

DTZ_800
Example Data:

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As user enter CONNECTOR with password: ides (small letters)

Check the RFC Connection and check that a Remote Login is possible.

RFC connections to ERP from CRM

Note: for the RFC Connections to CRM two RFC Connection have to be adjusted.

DII_800
Login in to the CRM System with User: idadmin and password: ides in the IDES CRM
System.

Select RFC Destination: DII_800

Enter the correct data for the ERP System.

As user enter CONNECTOR with password: ides (small letters)

Check the RFC Connection and check that a Remote Login is possible.

T90CLNT090 (in CRM)

Select RFC Destination: T90CLNT090
Enter the correct data for the ERP System.

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As user enter CONNECTOR with password: ides (small letters)

Check the RFC Connection and check that a Remote Login is possible.

Check Logical Connections and enter user and

password (in CRM)
.
For the Logical Connections
SAPCRM_MW_RR_000
and
SAPCRM_MW_RR_800
check that the User
CONN_MSA_MSE is entered and set the
password to welcome

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Reactivate ERP Integration Specific settings

In CRM: Marketing Plan/ Campaign Transfer to ERP
in Customizing choose Define Target Systems (ERP, BI, SEM, CPRO)

Make the entry as shown in the screenshot.

Choose Define ERP Integration Type.

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As entry select Middleware.

In CRM: Enable Credit Check against ERP

In customizing in Define Transaction Types.

For Transaction Type: TA

Transaction Category: Sales

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Check the Flag for Credit Check

In CRM: Enable ATP check against ERP

In customizing in Define Item Categories

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For item Category: TAN

Enter as ATP Profile: 300 ATP in R/3 SD.

For item Category: ZSAL

Enter as ATP Profile: 300 ATP in R/3 SD.

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In CRM: Reactivate Middleware Connection

In transaction SMOHQUEUE
Choose Start Queue Demon.

In CRM: Define Transaction Launcher Logical

Systems and URLs
In transaction CRMS_IC_CROSS_SYS

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Adjust the Settings

for entry: ERP: to the valid Parameters for your ERP System.
General Link:
http://Hostname:Port/sap/bc/gui/sap/its/webgui/!?
~transaction=IC_LTXE&~okcode=ICEXECUTE
Hostname: should be the full qualified Host name of the ERP System
Port: Port of the ERP System
Example:
http://de3tdc00.wdf.sap.corp:55080/sap/bc/gui/sap/its/webgui/!?
~transaction=IC_LTXE&~okcode=ICEXECUTE

In ERP: Deactivate External Tax Software in ERP

In CRM and ERP it is possible in general to use an external Tax Software for Tax
Determination (Vertex)
The settings between CRM and ERP in regards of the Usage of the external Software
(Vertex) should be identical.
In IDES CRM Delivery the Vertex Integration has been deactivated, so
for Business Partner Data exchange the Vertex Integration in ERP should also be
disabled.
To deactivate the External Tax Software Integration perform the following steps in ERP:
Change the following entry in the customizing:
Financial Accounting -> Financial Accounting Global Settings->Tax on Sales/Purchases ->
Basic Settings -> Assign Country to Calculation procedure, select the country US and
reverse the tax procedure from TAXUSX to TAXUSJ.

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The condition type UTXJ has to be deleted in ERP

Select the transaction VK12 in ERP or choose Logistics -> Sales and Distribution ->
Master Data -> Conditions -> Select using condition type -> Change, enter the condition
type UTXJ and confirm.

Select then the key combination Domestic taxes and press enter.

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Enter the country US and execute.

Mark your entry and go to the Details view.

Mark the deletion indicator.

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Save.

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