You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

Customer creation process :





Here is the detailed description of the complete process to create a new customer: 

Customer Data Management in SAP:

Here is the documentation with functional and technical information, about customer data management in PRS and in both back-end WP1 and PF1:

  • manage customer request in PRS
  • create customer sales view in WP1 and PF1:

 https://docs.google.com/document/d/18HEdcprZYLDkjqslTOiM5YrOea4wf38M7fbXMADUuLg/edit#

Interface from Salesforce CORE to SAP PRS - Account Creation Request from Salesforce

The aim of this interface is to transfer the accounts with the status “Conversion requested” from Salesforce to SAP PRS.

Every 6 hours a batch will be launched in WebMethods to know what prospects need to be converted into a customer account. The batch will retrieve the records with the status “Conversion Requested in the table account.

Once the records will be read in Salesforce, WebMethods will update directly the status of the initial records (from “Conversion Requested” to “Creation Requested”).

Then WebMethods will transfer the accounts to SAP PRS by calling directly the module function Z_Z1U_CWF_IMPORT.

If the account is successfully created in SAP PRS, WebMethods will send an email to the CSR to alert her that a new customer has to be checked in PRS. 

If the creation of the account is rejected by SAP PRS, WebMethods will update the status to “Rejected” in Salesforce.

Documentation:

 https://docs.google.com/document/d/0Bxh3H4sSqL9mdjZNU0dMeEgzOG8/edit


Interfaces  between SAP backend and PRS - IDOC Interface for Customer creation:




In the PRS system, once the customer creation request is complete and validated,  the customer account is automatically created in PRS and an IDOC is sent to the backend systems PF1 or WP1. IDOC message is used to enable the creation of the customer account in the backend systems WP1 &PF1:

  • DOC named Z_DEB_FOCUS between PRS and PF1
  • IDOC named Z_DEB_RCS_2 between PRS and WP1 

Once the customer is created in RCS, the RCS customer number is sent back to PRS in IDOC Z_DEB_PRS.


Here is the documentation related to the IDOC used for customer creation between PRS and both back-end WP1 and PF1:

 https://docs.google.com/document/d/1Yz-iTd-Xj3yMjTmKOwLMX8cKdn2vRi5BdjIsawQm07w/edit


Interface - Idoc Interface for Customer SAP to CRM 

The aim of this interface is to feed SalesForce CRM with customer data (customer master data, address, Sales Representative (KNVV-VKGRP)  and Sales Assistant information) from backend systems WP1 and PF1 using 2 Idoc:

Z_DEB_CRM and ADRMAS.

Documentation:

Idoc Interface Customer - SAP to CRM SFDC

  • No labels