| Version | Date | Description | Author |
|---|---|---|---|
| v.1 | 21.01.2022 | Creation | Josiane Peytraud |
The management of Corporate Groups is moving from GBR to SAP PRS.
It means that Corporate Group will no longer have 2 codes. Only the PRS one will remain.
It has also been agreed that CRM is the master for links between Accounts and Corporate Group. That's why we'll
When a user would like to start an account conversion, we first check that the Corporate Group assigned to this Account can be send to SAP.
It means that we check that the field "Not SAP Compatible" of the Corporate Group linked to the Account is not ticked. If this field is ticked, then we display an error message to explain to the user that he needs to select another Corporate Group.
When sending information to PRS to create the creation workflow, we also send the Corporate Group Code. So the SAP customer is created with the correct Corporate Group.
There is a field named "Corporate Group Changed". It's a checkbox.
It's visible on the SAP Account Layout in the "System Information" section, in display mode for all the users except for System Administrator, System Admin (Lite) and GBU Data Steward Lightning.
Each time the corporate group linked to a SAP Account is changed, the system will set to TRUE this field "Corporate Group Changed".
Every 10mn, WebMethods will run a job which will select accounts with "Corporate Group Changed" set to true AND PRS Code of the Corporate Group well populated. We need to do those 2 selections as it's possible to link accounts to a new Corporate Group before it's getting its PRS Code.
If the update is well pushed to PRS, WebMethods will set back the field "Corporate Group Changed" to FALSE.
Each time a Corporate Group is updated on an Account in PRS, this change is "pushed" to PF1 and/or WP1.
Each time a Corporate group is updated on an Account in PF1 or WP1, this update is sent to ICare and Core depending on which CRM ID is indicated.
Mapping CRM - WM - SAP (Tab: CG Update Core => PRS)
System data Flow CRM - Dataiku - Mappy - SAP (slides) + Mappy review of existing flows (text doc)
Corporate Group links Management
Mappy - Novecare Sales rep. usage Guide