SAP CRM – BI Transaction Codes

RSA0: Content Settings Maintenance
RSA1: Modeling – Data Warehousing Workbench
RSA1OLD: BW Administrator Workbench (OLD)
RSA2: OLTP Metadata Repository
RSA3: Extractor Checker
RSA5: Install Business Content
RSA6: Maintain Datasource
RSA7: BW Delta Queue Monitor
RSA8: Data Source Repository
RSA9: Transfer Application Components
RSA10: Real time Test Interface Source System
RSA11: DW Workbench: Infoprovider Tree
RSA12: DW Workbench: Infosource Tree
RSA13: DW Workbench: Source System tree
RSA14: DW Workbench: Info Object Tree
RSA15: DW Workbench: Data Source Tree
RSA16: DW Workbench: Favourities Tree
RSA17: DW Worbench: General Search
RSAN_VERI: Analysis Process: Test Monitor
RSAN_WB_TST: Analysis Process: Display Data
RSANWB: Analysis Process Designer
RSAWB: DW Workbench (Last View)
UG_BW_RSA1: Admin Workbench:Modeling

Function Modules

Function Group BUBA_3 – Contains function modules to read and change business partner addresses, central data, bank details, payment cards, roles. Function modules for contact person and employee specific information retrieval / change are also included.

For most of the function modules that retrieve data, business partner number is passed as import parameter. Data is retrieved in the table specified in the interface. Return table returns status messages.

For most of the function modules that add business partner related details, business partner number and a table containing the details to be added are passed via the interface. Return table returns status messages.

Data Creation

Name	Description
GUID_CREATE	Create GUID for a Business Transaction
BAPI_BUSPROCESSND_CREATEMULTI	Bapi to create Service Contracts programmatically. Pass the inputfields to be created in the contract. Note: BAPI_BUSPROCESSND_SAVE must be called after this function call to save the Service Contract.
BAPI_BUSPROCESSND_SAVE	Bapi to save the Service Contracts.
BAPI_ECRMISUTO_INIT	Initialize the creation of Ibase in CRM
BAPI_ECRMISUTO_CREATEMULTIPLE	Create the Installed Base and its components. Note: Always call the function module ‘BAPI_TRANSACTION_COMMIT’ after call to any Bapi
CRM_IBASE_INITIALIZE	Initialize the changes to be done in Ibase in CRM
CRM_IBASE_SAVE	Call this FM to save the changes in the Ibase
BAPI_BUPA_FRG0130_CREATE	Bapi to create Business Agreement for a customer
BAPI_BUPA_ADDRESS_ADD	Add invoice address for business partner. Pass the address type as ‘rechnung’ to add invoice address
BAPI_BUPA_BANKDETAIL_ADD	Add bank details for the business partner
BAPI_BUPA_CREATE_FROM_DATA	BAPI for business partner creation as Organization, Person or Group in general role. Same BAPI can be used to create Contact Person for the Business Partner
BAPI_BUPR_RELATIONSHIP_CREATE	Function module to establish the Business Partner and Contact Person Relationship. Pass the Relationship Category as ‘BUR001’
BAPI_BUPA_ROLE_ADD	Add Role to Business Partner for e.g. Sold to Party ‘CRM001’, Contact Person ‘BUP001’
BAPI_BUPA_TAX_ADD	BAPI Add Tax Number for the existing Business Partner
BAPI_BUPA_FRG0040_CREATE	Create Classification Data for a Business Partner
BAPI_BUPA_FRG0130_CREATE	Create Business Agreement
BAPI_BUSPROCESSND_CREATEMULTI	BAPI to create Contract. Populate the Header and Line Item Details before calling the BAPI

Data Retrieval

Name	Description
BAPI_BUPA_ADDRESSES_GET	Determine All Addresses
BAPI_BUPA_ADDRESS_GETDETAIL	Read Address
BAPI_BUPA_ADDRESS_GET_NUMBERS	Read Address Numbers
BAPI_BUPA_BANKDETAILS_GET	Determine All Bank Details
BAPI_BUPA_BANKDETAIL_GETDETAIL	Read Bank Details
BAPI_BUPA_BANKDETAIL_NUMBERS	Read Bank Details Numbers
BAPI_BUPA_CENTRAL_GETDETAIL	Read Central Data
BAPI_BUPA_EXISTENCE_CHECK	Check Existence of Business Partner
BAPI_BUPA_GET_NUMBERS	Read Business Partner Numbers
BAPI_BUPA_RELATIONSHIPS_GET	Determine All BP Relationships
BAPI_BUPA_ROLES_GET	Determine All Roles
BAPI_BUPA_ROLE_EXISTENCE_CHECK	Check Existence of Role
BAPI_BUPA_SEARCH	Search Business Partner for Telephone, E-Mail, Address
BAPI_BUPA_STATUS_GETDETAIL	Business Partner: Read Status
BAPI_BUPR_ACTIVITYP_EXISTCHECK	Check Existence of Contact Partner Relationship
BAPI_BUPR_CONTP_ADDRESSES_GET	Read Contact Person Relationship Addresses
BAPI_BUPR_CONTP_ADDR_GETDETAIL	Read Contact Person Relationship Addresses
BAPI_BUPR_CONTP_GETDETAIL	Read Contact Person Relationship
BAPI_BUPR_EMPLO_ADDRESSES_GET	Read Contact Person Relationship Addresses
BAPI_BUPR_EMPLO_ADDR_GETDETAIL	Read Employee Relationship Address
BAPI_BUPR_EMPLO_GETDETAIL	Read Employee Relationship
BAPI_BUPR_RELATIONSHIP_GET	Read General Relationship
BAPI_BUPR_RELSHIP_CHECKEXIST	Check Existence of General Relationship
BAPI_BUPR_RELSHIP_GET_DETAIL	Read General Relationship
BAPI_BUPR_RESP_EMPLO_CHEKEXIST	Read Relationship of Employee Responsible
BUPA_PARTNER_CONTACT_SEARCH	Searches business partners for telephone, E-Mail, address
ECRM_ISU_COMP_BY_ADDRESS	Check for Existence of Ibase
CRM_ORDER_GET_HEADER_GUID	Get Header GUID for Item GUID pass ref_kind as b
CRM_ORDERADM_H_READ_OW	Read the Header Details for a Business Transaction. Pass the Header guid.
CRM_ORDERADM_I_READ_OW	Read the Line Item Details for a line item. Pass the line item guid.
CRM_ORDER_READ	Get all the Service Contract details. Note: Pass the requested objects to fetch only the required details. This can also be used to get the details of activities/leads/opportunities etc.
CRM_ORDER_GETSTATUS	Get status of the Service Contract

Note: CRM_ORDER_READ Function Module

1. CRM_ORDER_READ is a function module which can be used to get the details of any business transaction based on the Header GUID, Item GUID or both.
2. Always pass the IT_REQUESTED_OBJECTS structure to this function module to fetch the required details only.
3. This function module can not be executed directly instead SAP has provided a report CRM_ORDER_READ for the same for testing purpose. We can pass Business Transaction Number (Object ID), Header GUID or Item GUID to this report to get the required details.

Some Exporting Parameters in CRM_ORDER_READ Function Modul

Return Structure Name	Details Fetched
ET_ORDERADM_H	Header Details of a Business Transaction such as OBJECT_ID, PROCESS_TYPE etc.
ET_ORDERADM_I	Item Details of a Business Transaction such as  PRODUCT, PRODUCT_KIND, HEADER etc.
ET_ACTIVITY_H	Header Details of an activity such as PRIORITY, OBJECTIVE, Address Details etc.
ET_ACTIVITY_I	Item Details of an activity.
ET_CUSTOMER_H	Additional details at Header level
ET_CUSTOMER_I	Additional details at Item level
ET_APPOINTMENT	All the dates at Header and Item level
ET_PARTNER	Partner Details at Header and Item level
ET_STATUS	Status of Business Transaction at Header and Item level
ET_BILLING	Billing related details for a Business Transaction both at Header and Item (This structure was enhanced in a leading ISU SAP-CRM implementation to include BUAG_ID(Business Agreement) field in a Service Contract
ET_ORDPRP_OBJL_I_D	Object List details such as PRODUCT
ET_DOC_FLOW	Ref. Details of the previous Business Transaction

Data Maintenance

Name	Description
BAPI_BUSPROCESSND_CHANGEMULTI	Bapi to change Service Contracts programmatically. Pass the inputfields to be modified. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module.
CRM_ORDER_SAVE	Save the changes made to the Service Contract. Just pass the Header_GUID of the service contract.
CRM_APPT_MAINTAIN_SINGLE_OW	Maintain the Dates for a Service Contract (Start Date, End date, Date of Sale, Planned Contract Start Date etc). Don’t forget to pass the input_fields to be maintained. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module.
CRM_STATUS_MAINTAIN_OW	Maintain the user status of Service Contracts. Don’t forget to pass the input_fields to be maintained. Note: CRM_ORDER_SAVE function module must be called to save the changed contract explicitly after call to this function module.
CRM_IBASE_COMP_CHANGE	Change the Installed Base components Note: Always call the FM ‘CRM_IBASE_SAVE’ to save the changes done to Ibase
BAPI_BUPA_BANKDETAIL_CHANGE	Change Bank Details
BAPI_BUPA_BANKDETAIL_REMOVE	Delete Bank Details
BAPI_BUPA_CENTRAL_CHANGE	Change Central Data
BAPI_BUPA_ADDRESS_CHANGE	Change Address
BAPI_BUPA_ADDRESS_REMOVE	Delete Address
BAPI_BUPA_BANKDETAIL_CHANGE	Change Bank Details
BAPI_BUPA_BANKDETAIL_REMOVE	Delete Bank Details
BAPI_BUPA_CENTRAL_CHANGE	Change Central Data
BAPI_BUPA_CENTRAL_SAVEREPLICA	ALE Replicating Central Data
BAPI_BUPA_STATUS_REMOVE	Business Partner: Delete Status
BAPI_BUPR_ACTIVITYP_CHANGE	Change Contact Partner Relationship
BAPI_BUPR_ACTIVITYP_DELETE	Delete Contact Partner Relationship
BAPI_BUPR_CONTP_ADDR_CHANGE	Change Contact Person Relationship Address
BAPI_BUPR_CONTP_ADDR_REMOVE	Delete Contact Person Relationship Address
BAPI_BUPR_CONTP_CHANGE	Change Contact Person Relationship Address
BAPI_BUPR_CONTP_DELETE	Delete Contact Person Relationship
BAPI_BUPR_EMPLO_ADDR_CHANGE	Change Employee Relationship Address
BAPI_BUPR_EMPLO_ADDR_REMOVE	Delete Employee Relationship Address
BAPI_BUPR_EMPLO_DELETE	Delete Employee Relationship
BAPI_BUPR_RELATIONSHIP_CHANGE	Change General Relationship
BAPI_BUPR_RELATIONSHIP_DELETE	Delete Relationships
BAPI_BUPR_RELATIONSHIP_REMOVE	Delete General Relationship
BAPI_BUPR_RESP_EMPLO_DELETE	Delete Relationship of Employee Responsible

Generic

Name	Description
BAPI_CURRENCY_CONV_TO_INTERNAL	Function Module to convert the Currency field to internal format. Enter the currency and amount to convert.
CCM_GO_BACK_MONTHS	Go Back specified number of months from a given date.

Other

Name	Description
ECRM_ISU_ACTIVITY_DISPLAY	Displays an activity by taking the Business Transaction Number for the same.
CRM_CLM_CREATE_CALL_LIST	Create call list for activities generated

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Data Retrieval

Linking Business Partner Tables logically

• BUT000 – contains the key as Business Partner Number – thus other details of business partner such as Category, Type, Name, Language, Country, Contact Person etc can be obtained from it by using the corresponding BP Number.
• BUT0BK- Using the BP Number and Bank Detail ID, details such as Bank Account Number, Account Holder’s Name, and Name of Bank Account etc can be obtained.
• BUT020 – ADRC – ADR2 – ADR6 is the link of tables used to get the Address Details of the BP corresponding to Business Partner Number (obtained from BUT000) and the address number from BUT020 table.
• Roles of Business Partner can be obtained from the table BUT100.
• Contact Person and related details for a BP number (BUT000) can be obtained using the table BUT051.
• Business Partner’s Roles and Relationship Details for BP number (BUT000) can be obtained from BUT050.

Linking Service Contract Tables Logically

• CRMD_ORDER_INDEX: Contains GUID’s of all the transactions in CRM. Also provides a link to connect Business Partner with the CRM Transaction.
• CRMD_CUSTOMER_H: Contains Additional Contract Details (enhanced fields), linked to Header GUID.
• CRMD_CUSTOMER_I: Contains Additional Site Details (enhanced fields), links Header and Item GUID’s for all the transactions.
• CRMD_ORDERADM_H: Contains Header Details. GUID field can be used to link with CRMD_ORDER_INDEX.
• CRMD_ORDERADM_I: Contains Item Details. HEADER field can be used to link with CRMD_ORDERADM_H (header guid).

Categorization of CRM Business Transaction based on Subobject Category

We have used Subobjects to categorize the Business Transactions in CRM for a leading ISU-SAP CRM implementation.

Business Transaction Name	SUBOBJECT CATEGORY
Activity	BUS2000126
Service Contract	BUS2000112
Lead	BUS2000108
Opportunity	BUS2000111
Task	BUS2000125
Utility contract item	BUS2000147

Note:

1. For Example if you want to retrieve all the activities in CRM, pass the OBJECT_TYPE as ‘BUS2000126‘ in CRMD_ORDER_INDEX table.
2. The Subobject Category can be customized for a business transaction from the transaction SPRO.

SAP CRM Tables

Master Data Tables

Business Partner
BUT000	BP: General dataContains Business Partner Number, Partner Category, Partner Type, First Name, Last Name etc.
BUT020	BP: Addresses
BUT050	BP relationships/role definitions: General dataContains Relationship, Partner Number (PARTNER1), Relationship Category
BUT051	BP Relationship: Contact Person RelationshipSimilar to BUT050 , additionally contains Contact Person’s Address data
BUT0BK	Business Partner: Bank Data & DetailsBP Number, Bank Key, Bank Country Key, Bank Account Number
BNKA	Bank Master Data
BUT100	BP: Roles
ADR2	Telephone Numbers (Business Address Services)
ADR6	SMTP Numbers (Business Address Services)Contains Email – Id of the BP.
ADRC	Addresses (Business Address Services)BP’s Complete Address Details- City, Country, Post Code, District, Street, Title No Etc
TSAD3T	Table containing the Title text against a Title No. Note: Pass the langu key with the language in which you want the text.
COMM_PRODUCT	Master Table for Product
CRMM_BUAG	Master table for Business Agreement
CRMM_BUAG_H	Header Data for Business Agreement such as Tax Category, Tax Characteristic, Form key, Business Agreement Class. Data in this table correspond to ISU Contract account table FKKVKP.
CRMM_BABR_H	Rule data for business agreements – data in this table correspond to ISU Contract account table FKKVK

Business Transaction(Service Contracts in Particular)
CNCCRMPRCUSZZBUR	Condition Records for Service Contracts. We get Basic Unit Rate, Standing Charge Rate etc.(This is a Z table used in a leading ISU SAP-CRM implementation. You can give the table SAP0090 – this is a standard table. – in general all condition tables have the naming convention CNCC*)
CRMD_ORDERADM_H	Contains the Header Information for a Business Transaction. Note: It doesn’t store the Business Partner responsible for the transaction. To get the Partner No, link it with CRM_ORDER_INDEX. This table can be used for search based on the Object Id(Business Transaction No).
CRMD_CUSTOMER_H	Additional Site Details at the Header Level of a Business Transaction
CRMC_PROC_TYPE	Master table Business Transaction Type
CRMC_PARTNER_FCT	Definition of Partner Functions
SCPRIOT	Priorities for Activities with priority text. Note: Pass the langu key with the language in which you want the text.
CRMC_PROC_TYPE_T	Text for a transaction type
CRMC_ACT_OBJ_T	Objective Number and Text for Activities
TJ30T	All the status code and text
CRMC_PR_ASSIGN	Transaction Type and its Transaction Type Object.
IBIB	Installed Base/Ibase
IBIN	Installed Base Components

Transaction Data Tables

Table Name	Description
CRMD_LINK	Transaction GUID set for all the Business Transactions
CRMD_ORDER_INDEX	Contains Header as well as Item details for a Business Transaction. Note: 1.It doesn’t store the Business Transaction No (Object ID). To get the Business Transaction No link the table with CRMD_ORDERADM_H 2.   This table can be used for search based on the Partner No
CRMD_ORDERADM_I	Stores the Item information for a Business Transaction. The scenarios where we have a Contract Header and within contract we have Line Items for the contract, this table can be useful.E.g. Service Contracts
CRMD_CUSTOMER_I	Additional Site Details at the Item Level of a Service Contract
SCAPPTSEG	Table for individual Appointment Types for a transaction.
CRM_JEST	Individual Object Status for any business transaction.
CRM_JCDS	Current Status for a business transaction along with set date, set time and status code.

Table Enhancements

Table Name	Description
BUT000	Fields such as Registration No, SIC Code, Cost to Serve etc. that appear in the additional details tab in BP transaction
CRMM_BUAG_H	Fields such as Acc in Legacy, Invoice Output, Clearing Category, Bill Form, Lock Process Type etc. that appear in the Business Agreement tab in BP transaction
CRMD_CUSTOMER_H	This table is used as an extension of the service contract header i.e. if there is a requirement to add new fields to CRMD_ORDERADM_H then; this table has to be used to add the fields.
CRMD_CUSTOMER_I	This table is used as an extension of the service contract header i.e. if there is a requirement to add new fields to CRMD_ORDERADM_I then; this table has to be used to add the fields. For e.g. fields required for additional site details tab at item level of Service Contract are added to this table.

CRM Table Associations

SAP CRM Transaction Codes

OSS1 – SAP Online Service System
OY19 – Compare Tables
SA38 – Execute a program.
SCU0 – Compare Tables
SE12 – Dictionary: Initial Screen – enter object name
SE13 – Access tables in ABAP/4 Dictionary.
SE14 – ABAP/4 Dictionary: Database Utility.
SE17 – General Table Display
SE30 – ABAP/4 Runtime Analysis
SE32 – ABAP/4 Text Element Maintenance
SE35 – ABAP/4 Dialog Modules
SE36 – ABAP/4: Logical Databases
SE37 – ABAP/4 Function Library.
SE38 – ABAP/4 Editor.
SE39 – Splitscreen Editor: Program Compare (Interesting tool to compare the programs of different system)
SE41 – Menu Painter
SE43 – Maintain Area Menu
SE51 – Screen Painter
SE54 – Generate View Maintenance Module
SE61 – R/3 Documentation
SE62 – Industry utilities
SE63 – Translation
SE64 – Terminology
SE65 – R/3 documents. Short text statistics SE66 R/3 Documentation Statistics (Test!)
SE68 – Translation Administration
SE71 – SAPscript Layouts Create/Change
SE72 – SAPscript styles
SE73 – SAPscript font maintenance (revised)
SE74 – SAPscript format conversion
SE75 – SAPscript Settings
SE76 – SAPscript Translation Layout Sets
SE77 – SAPscript Translation Styles
SE80 – ABAP/4 Development Workbench
SE80 – Repository Browser: Initial Screen.
SE81 – SAP Application Hierarchy
SE82 – Customer Application Hierarchy
SE84 – ABAP/4 Repository Information System
SE85 – ABAP/4 Dictionary Information System
SE86 – ABAP/4 Repository Information System
SE92 – Maintain system log messages
SE93 – Maintain Transaction Codes

Specific Transaction Codes for Marketing, Sales and Services

CRMBS02 Maintain Status Profiles
CRMBS03 Display Status Profiles
CRMBS42 Maintain Status Selection Profiles
CRMBS43 Display Status Selection Profile
CRMBS52 Maintain Authorization Keys
CRMBS53 Display Authoriztaion Key
CRMBWST Genertd DataSource for BW Status Obj
CRMBWTARGETS Release Data Target for BW Upload
CRMBW_CIC_ATTRIBUTES BW Key Figures for CRM
CRMCACTARC Archiving Control CRM Activity
CRMCPRMSG Configure Customer-Specific Messages
CRMCUSTOM Monitoring Middleware System
CRMC_ACTION_CONF Configure Action Profile
CRMC_ACTION_DEF Define Action Profile
CRMC_ACTION_JOB Action Monitor
CRMC_ACTION_PRINT Configure action profile (old)
CRMC_ACTION_WIZARD Action for Definition via Wizard
CRMC_ACTIVITY_H Customizing Maintenance Activity
CRMC_ACT_CATEGORY Cust. Maint. Activity: Category
CRMC_ACT_OBJ Cust. Maintenance Activity: Goal
CRMC_ACT_SURVEY Cust. Maint. Activity: Questionnaire
CRMC_AM_JCLASS Alert Modeler Java Class
CRMC_ATP_PROFILE Customizing Maintenance: APO Profile
CRMC_BLUEPRINT Maintenance for BSP Blueprint
CRMC_BLUEPRINT_C IMG Call
CRMC_BL_CHECK Check Blueprint Tables
CRMC_BL_COPY_QUERIES Copy Report Delivery Queries
CRMC_BP_CCKPT_PB Cust.Maint. BP Cockpit: Pushbuttons
CRMC_BSP_ANALYZE Starts CRMC_BSP_FRAME: Analysis Mode
CRMC_BSP_WD_MSGDEFH Message Default Handler Assignment
CRMC_BUAG_NUMBERS Number Range Maintenance: BUAG
CRMC_BUPA_CONSUM Maintain reference business partner
CRMC_BUPA_INITIAL Table Maintenance CRMC_BUT_INITIAL
CRMC_BUS_SUBOB_C Assign. BUS – Allowed Appl. Areas
CRMC_BUS_SUBOB_I Assignment BUS-allowed app.area item
CRMC_BUT_CALL_FU Establishing FMs for Data Exchng BP
CRMC_CAI_COCKPIT CAI – Test Cockpit
CRMC_CATAGORY_WP Cust. Maintenance Application Area
CRMC_CATALOG_DEFINE Create Catalog
CRMC_CATALOG_OVV Catalog Overview
CRMC_CIC_AB_LSYS_ASS Action Box: Assign logical systems
CRMC_CIC_AB_LSYS_CRE Action Box: Create logical systems
CRMC_CIC_AB_LSYS_RFC Action Box: Assign LogSYS to RfcDest
CRMC_CIC_AB_NAV Action Box Navigation Area
CRMC_CIC_AB_WEBGUI Define ITS for WebGui Mode
CRMC_CIC_ACT0 Transaction component profile
CRMC_CIC_AM_LANG Lang. dependent text – Alert Modeler
CRMC_CIC_AM_META Define Customer-Specific Meta Model
CRMC_CIC_AM_PROFILE Maintan Alert Modeler Editor Profile
CRMC_CIC_BP_PROFILE Maintain Profile Templates
CRMC_CIC_BROAD broadcasting profile assign
CRMC_CIC_COMP_ACTION Component Actions (for locator, BDD)
CRMC_CIC_EXT_INB_ACT Activate Agent Inbox
CRMC_CIC_FW_MAINTAIN Maintain Framework ID and Parameters
CRMC_CIC_MAIL_ADDR Addresses for Agent Inbox
CRMC_CIC_MAIL_E_RESP Maintain Rules for E-Mail
CRMC_CIC_MAIL_F_RESP Maintain Rules for Fax
CRMC_CIC_MAIL_GLOBAL Define Global Settings
CRMC_CIC_MAIL_IBXPRF Define Inbox Settings
CRMC_CIC_MAIL_TASKS Task Classification
CRMC_CIC_MAIL_WF Assign Agent for E-Mail Handling
CRMC_CIC_RESTART Set Time & Memory for Restart
CRMC_CIC_SEARCH_CNTR Maintain Search Components
CRMC_CIC_SEARCH_RULE Maintain Search Attributes
CRMC_CIC_TITLE_TEXTS Maintain Window Title
CRMC_CIC_WSP0 Workspace Definition
CRMC_CIC_WSP1 Inbox Profiles
CRMC_CIC_WSP2 E-Mail Editor Profiles
CRMC_CIC_WSP3 Default Workspaces Profile
CRMC_CIC_WSP_EDITOR2 Editor Profiles
CRMC_CLM_ACTION_CONF Configure Action Profile
CRMC_CLM_ACTION_DEF Define Action Profile
CRMC_CLM_ACTION_WIZ Action for Definition via Wizard
CRMC_CLM_BTSYNC Business transaction synchronization
CRMC_CLM_CALLATTRS Call Attributes
CRMC_CLM_CALLRESULTS Call results
CRMC_CLM_CLDP Call list determination procedures
CRMC_CLM_CLTYPES Call list types
CRMC_CLM_CMPGPM Campaign priority mapping
CRMC_CLM_CTMAP Calling Times Mapping
CRMC_CLM_ORCC Order control components
CRMC_CLM_RSCHVL Rescheduling validation procedures
CRMC_CLM_SORCC Standard order control profiles
CRMC_CLM_STMAP Call State Mapping
CRMC_CPRICPROC Definition of Cust. Determ. Proced.
CRMC_CP_BADI_F Copying BADI – Text Maintenance
CRMC_CSDR_ADD_CUST Design Registration Project
CRMC_CSDR_APPL_CUST Design Registration Project
CRMC_CUST_APPLLAYOUT ViewCluster Mtnce CRMV_APPLLAYOUT
CRMC_DPRICPROC Definition of Document Procedures
CRMC_EXEC_BAB CRM: Start business applic. builder
CRMC_EXEC_BAB_C CRM: Start OAS in customer mode
CRMC_EXEC_BAB_D CRM: OAS in customer design mode
CRMC_EXEC_BAB_S CRM: Start OAS in SAP mode
CRMC_IC_ACPROF Maintain Activity Clipboard profiles
CRMC_IC_ACTIONPROF Maintain Actions profiles
CRMC_IC_ACTIONWZ Start Action Box Wizard
CRMC_IC_ALERTMODELER Alert Modeler customizing
CRMC_IC_AMWZ alert wizard
CRMC_IC_AM_PHS Maintain Alert Modeler Placeholder
CRMC_IC_AM_PRM Alert Modeler Input Parameters
CRMC_IC_AUI_FWD Define Forwards for Inbox Items
CRMC_IC_AUI_GEN Agent Univ. Inbox – CRMV_IC_AUI_GEN
CRMC_IC_AUI_MAINCAT Define Main Categories
CRMC_IC_AUI_MAP_PRI Map Native to Inbox Priorities
CRMC_IC_AUI_MAP_STA Map Native to Inbox Status
CRMC_IC_AUI_PARTNER Agents Universal Inbox – Partners
CRMC_IC_AUI_PROFILE Define and Assign Inbox Profiles
CRMC_IC_AUI_QUICKS Define Quick Searches
CRMC_IC_AUI_TIMEPER Define Time Periods
CRMC_IC_BDCCONTEXT Specify alternative BDC context
CRMC_IC_BPPROF Define Profiles for Customer Identif
CRMC_IC_BTPFAS Assignment of Partner Functions
CRMC_IC_BTPROF Profile for Business Transaction
CRMC_IC_CHTPROF Maintain profiles for Chat
CRMC_IC_CLMPROF Call List Profile Maintenance
CRMC_IC_CM Content Management Customizing
CRMC_IC_EMLPROF Maintain profiles for Email
CRMC_IC_EVENTING Event management customizing
CRMC_IC_EVENTS IC WebClient Events
CRMC_IC_MAIL_E_RESP Maintain Rules for E-Mail
CRMC_IC_MAIL_F_RESP Maintain Rules for Fax
CRMC_IC_MAIL_WF Assign Agent for E-Mail Handling
CRMC_IC_MAIN Main Component Customizing
CRMC_IC_MCM_CCPRO Define Com Mgmt Software Profiles
CRMC_IC_MKTPROF Campaign Profile Maintenance
CRMC_IC_NAVBARWZ CRMC_IC_NAVBARWZ
CRMC_IC_NAVBAR_PERM Nav Bar Permanent Profile
CRMC_IC_NAVBAR_PERS Nav Bar Personalizing Profile Defaul
CRMC_IC_RTFRAMEWORK IC WebClient Runtime Framework
CRMC_IC_SCRIPT Maintain Interactive Scripting Prof
CRMC_IC_SPH_AGENTPRO Maintain Profiles for SPH Agent
CRMC_IC_TLBPROF Maintain profiles for Toolbar
CRMC_IC_TRACE Activate activity tracing for agent
CRMC_IC_WCTPROF Maintain profiles for Web Context
CRMC_IC_XML_TEMPLATE XML template maintenance
CRMC_IIA_KERNEL IIA: Customizing for Learning Engine
CRMC_IIA_REPORT IIA: Customizing for Learning Engine
CRMC_IOBJ_FIN_STATE Change Status of Individual Objects
CRMC_IPMO_BWSELOPT BW Select Optns: IPMO Sett.DataColl.
CRMC_IPMO_SRVUSE IPMO: Usage from Feature
CRMC_IPM_CLRRUL Clearing Control – Diagram Form
CRMC_ISA_IUSER Internet User Settings
CRMC_ITEM_CAT_GR Item Category Usage
CRMC_ITEM_MA Customizing Maintenance: Item Cats
CRMC_IT_ASSIGN Customizing Maint.: Item Cat. Dtrmtn
CRMC_IT_COPY_IF Copy: Item category determination
CRMC_IT_COPY_MA Copy Item Categories
CRMC_IT_TYPE_US Item Category Usage
CRMC_LAYOUTC_GENE Generation of Customer Table Layout
CRMC_LAYOUT_GENERATE Generation of Layout Table
CRMC_LOGS Maintenance of message classes
CRMC_MAP Customer Maintenance Mapping
CRMC_MKTCA_WF_CUST Workflows Campaign Automation
CRMC_MKTLIST_WF_CUST Workflows External List Management
CRMC_MKTPL_ACT_CONF Configure Action Profile
CRMC_MKTPL_ACT_DEF Define Action Profile
CRMC_MKTPL_ACT_WIZ Action for Definition via Wizard
CRMC_MKTPL_FAW_CPG Field Selection Campaign
CRMC_MKTPL_FAW_CPT Field Selection Campaign Element
CRMC_MKTPL_FAW_DLM Field Selection Deal
CRMC_MKTPL_FAW_MPL Field Selection Marketing Plan
CRMC_MKTPL_FAW_MPT Field Select. Marketing Plan Element
CRMC_MKTPL_FAW_TPM Field Selection Trade Promotion
CRMC_MKTPL_FAW_TPT Field Selection Trade Element
CRMC_MKTPL_MAPPING Customizing Field Assignment MS Proj
CRMC_MKTPL_RT_AC Maintaning residency time
CRMC_MKTPL_SETTYPE Marketing Planning: Process Set Type
CRMC_MKTTG_CUSTMSG Configure Customer-Specific Messages
CRMC_MKTTG_DTY CRM Marketing: View Display Type
CRMC_MKTTG_MGR_H CRM Marketing: Report Name
CRMC_MKTTG_OPT_H CRM Marketing: Sample Optimization
CRMC_MKTTG_RUL CRM MKT: Split/Reduce Rules for TGs
CRMC_MKTTG_SA_DP Assign Attribute Type to Display
CRMC_MKTTG_SA_TP CRM Marketing: View Attribute Types
CRMC_MKTTG_TYP_H CRM Marketing: Target Group Type…
CRMC_MKT_PARAMBW Customizing for BW Parameter ID
CRMC_MSGC Customizing CRM message attribute
CRMC_MSGS CRM message attribute maintenance
CRMC_NR_CONF Number Range Maint.: CRM_CONF
CRMC_NR_MPK_MPOINT Number Range Maint.: Counter
CRMC_NR_MPK_READING Number Range Maint.: Counter Reading
CRMC_NR_RA_ACTIVITY Number Range Maintenance: CRM_ACTIVI
CRMC_NR_RA_CONFIRM Number Range Maintenance:CRM_confirm
CRMC_NR_RA_FANF Number Range Maintenance: CRM_SERVIC
CRMC_NR_RA_LEADS Number range maintenance: CRM_LEAD
CRMC_NR_RA_OPPORT Number Range Maintenance: CRM_OPPORT
CRMC_NR_RA_SALES Number Range Maintenance: CRM_SALES
CRMC_NR_RA_SERVICE Number Range Maintenance: CRM_SERVIC
CRMC_NR_RA_SRV_CONF Number range maintenance: CRM_SRV_CF
CRMC_NR_RA_SUR Number range maintenance: CRM_SUR
CRMC_NR_SRV_CONF
CRMC_OBJECTS Subobjects of CRM Document
CRMC_OBJECT_ASSI Assignment Appl. Area – CRM Object
CRMC_OPPORT_H Customizing Maintenance: Opportunity
CRMC_ORGPROF Maintenance of Org. Data Profile
CRMC_PARTNER_AS Maintenance of Access Sequences
CRMC_PARTNER_FCT Maintenance of Partner Functions
CRMC_PARTNER_MAP2CRM Mapping Partner Functions into CRM
CRMC_PARTNER_MAP2R3 Mapping Partner Functions into R/3
CRMC_PARTNER_PDP Maintenance of Partner Procedures
CRMC_PARTNER_PFT Maintenance of Partner Function Typ
CRMC_PFTREL BP PartnerFunctionCat.for Rel. Cat.
CRMC_PLSRV_REL Product Proposal
CRMC_PPR_CTRL Maintain Global PPR Settings
CRMC_PPR_DEFINE_APPL Define Applications using PPRs
CRMC_PPR_DEFINE_OCHK Transaction Types Rel. for PPR Check
CRMC_PPR_DEFINE_PARA Customer Maintenance Rule Parameter
CRMC_PPR_DEFINE_RULE Customer Maintenance Rule Definition
CRMC_PPR_DEFINE_SRTB Define Sort Routines for BPartners
CRMC_PPR_DEFINE_SRTP Define Sort Routines for Products
CRMC_PPR_DEFINE_TYPE Customer Maintenance PPR Types
CRMC_PRCPROC_DET Cust. Maint. Pr. type determination
CRMC_PRCTYPE_DET Cust. Maint. Pric. Proced. Maint.
CRMC_PROCESS_MA Customizing Maint.:Transaction Types
CRMC_PROD_FIN_COPY Copy Financing Product
CRMC_PROD_FIN_HIER Create Financing Hierarchy
CRMC_PRPS BP Function Proposal Procedure
CRMC_PRP_IL_MAP PPR-Customizing: Maintenance Mapping
CRMC_PRP_OBJECTS PPR-Customizing: Maintenance Mapping
CRMC_PR_COPY_MA Copy Tranasction Types
CRMC_R3_ORG_GENERATE R/3 organizational data generation
CRMC_SALES_ITEM Sales Customizing at Item Level
CRMC_SERVICE_H Customizing Maintenance: Service
CRMC_SERVICE_IPT Maintenance of Internet Trans. Types
CRMC_SLS_ITM_BIL Maint. Item Types & Billing Relev.
CRMC_SRVCATIFC Catalog Integration
CRMC_SUBJPROFILE_H Define Subject Profile
CRMC_SUBOB_CAT Application Areas
CRMC_SUBOB_CAT_I Item – Business Object Types
CRMC_SWITCH_ORGMODEL Convert Org. Model
CRMC_TAX_CUST_UPD Maintain Condition Function in Cond.
CRMC_TAX_GROUP Tax Group Customizing
CRMC_TAX_MAP Tax Group Customizing
CRMC_TAX_SCHEMA Maintain tax procedures
CRMC_TIMEPROF CRM date profile
CRMC_TM_CLPROF0 Call list profile maintenance
CRMC_TM_NSM Namespace manager
CRMC_TM_PSM Persistent storage manager
CRMC_WEBREQ Request Categories for Web Requests
CRMC_WEBREQ_BEGR Authorization Groups for Views
CRMC_WEBREQ_BEGR_DIS Authorization Groups for Views
CRMC_XMLEDITOR Start XML Editor for Spice
CRMD_AR_MAINTAIN Process Product Association Rule
CRMD_BILLING Transfer Invoice Data to R/3
CRMD_BILL_REV Cancel Billing Document
CRMD_BUS2000107 Process Framework Agreements
CRMD_BUS2000108 Maintain Leads
CRMD_BUS2000111 Maintain Opportunities
CRMD_BUS2000112 Maintain Service Contracts
CRMD_BUS2000113 Process Purchase Contracts
CRMD_BUS2000114 Maintain Sales Contracts
CRMD_BUS2000115 Maintain Sales Transactions
CRMD_BUS2000116 Edit Service Processes
CRMD_BUS2000117 Process Service Confirmations
CRMD_BUS2000120 Process Complaints
CRMD_BUS2000121 Maintain Sales Contracts
CRMD_BUS2000126 Maintain Activities
CRMD_BUS2000210 Maintain Product Service Letter
CRMD_BUS2000220 Maintain Partner Design Project
CRMD_BUS2000230 Maintain License Sales Contracts
CRMD_BUS2000231 Edit License Acquisition Contracts
CRMD_BUS2000232 Edit License Usage Confirmation
CRMD_CALL_LIST Generation of Call Lists
CRMD_CC Currency Change
CRMD_CCKPT_VIEWCUST customizing for role default views
CRMD_CD Display of Document Changes
CRMD_CODEX CRM Codex : Evaluation
CRMD_CSDR_PROJ_FAST Fast entry screen for Project
CRMD_DOWNLOAD_OM CRM Mobile Client Download (Online)
CRMD_DOWNLOAD_SB Download Sales Bundling Data to CDB
CRMD_EMAIL Maintain Mail Form
CRMD_EMAIL_LIST Display Marketing Bus. Activity List
CRMD_EMAIL_TEMPL Maintain Mail Template
CRMD_EMAIL_TEMPL1 Maintain Mail Form
CRMD_EVENT_CHECK EH:Callback for Trans.Type/Item Cat.
CRMD_EVENT_TRACE Evaluate Transaction Event Trace
CRMD_IIA_FAQ Maintain Frequently Asked Questions
CRMD_IIA_REPORT Generate Statistics Reports
CRMD_IM_MAIL_DELETE Delete Marketing Bus. Activity List
CRMD_INDEX_OM Index structure search OM
CRMD_IPM_AVAILABLE Analyze Rights Availability
CRMD_IPM_EVENT Date/Event Management
CRMD_IPM_HIER Maintain Hierarchical Attributes
CRMD_IPM_HIER_VIEW Maintain Hier.Attributes Views
CRMD_IPM_RD_PCUI_GEN IPM: Generate People Centric UI
CRMD_ISA_AUC_ATT Web Auction Attributes Setup
CRMD_ISA_EAUCTION Manage Web Auctions
CRMD_LEAD_FREE_SEL Lead Monitor: Free Selection
CRMD_LEAD_MONITOR Lead Monitor – Organizational View
CRMD_LEAS_ME_ACCRUAL Month-End Accruals
CRMD_MINIPROCESS Process a Transaction from MiniApp
CRMD_MKTDS Data Sources for Segment Builder
CRMD_MKTDS_WIZARD Data Source Wizard
CRMD_MKTLIST External List Management
CRMD_MKTLIST_MAP CRM Marketing : ELM Mapping Tool
CRMD_MKTPL_AL00 CRM: Allocation Application
CRMD_MKTPL_AL02 CRM: Allocation Rules
CRMD_MKTPL_AL03 CRM: Allocation Priorities
CRMD_MKTPL_AL04 CRM: Status of actual quantities
CRMD_MKTSEG Segment Builder
CRMD_MKTSEG_MGR Edit Master Groups/Samples
CRMD_MKT_EXP CRM Marketing: Export Target Group
CRMD_MKT_PROC Create Business Transactions
CRMD_MKT_TOOLS Marketing Tools
CRMD_MKT_TRANS CRM Marketing: Transport to Channels
CRMD_OPPORT_FAST My opportunities – fast change
CRMD_ORDER Transaction Processing
CRMD_ORDER_BP Business Partner Cockpit
CRMD_ORDER_LEAS_WOFF Write-Offs Mass Update Leasing
CRMD_ORDER_OBJLINK CRM Order via BUS Type and Number
CRMD_ORDER_PA Dialog Transaction CRMD_ORDER
CRMD_PROF_BP Business Partner Attributes
CRMD_PROF_CHAR Attribute Maintenance
CRMD_PROF_TEMPL Maintain Attribute Sets
CRMD_ROUTING_PROFILE Maintain Profiles and Attributes
CRMD_SDB_PRMN Maintain Info. Security Profile
CRMD_SDB_PROF Assign Profile to User
CRMD_SERV_CYCLE Define Service Cycles
CRMD_SERV_FORECAST Service Plan Forecasting
CRMD_SERV_SLA Availability and Response Times
CRMD_SRWWW Internet Transaction Service Request
CRMD_TG_IMPORT Import External Target Groups
CRMD_TM_CLDIST Call List Maintenance
CRMD_TM_CLMS Call List Management
CRMD_TRACE_EVAL Evaluation of API Trace
CRMD_TRACE_SET Activate/Deactivate API Trace
CRMD_TRACE_WATCHP Setting/Deletion of Watchpoint
CRMD_TRANSLATE Translate Mail Form
CRMD_TRANS_OM Translate Short Text for Org Units
CRMD_WEBREQ_CUST_OVW Customizing Evaluation: Web Requests
CRMD_WEBREQ_GEN_EXIT Generate start_exit Page
CRMD_WEBREQ_MONITOR Monitor for Web Requests
CRMD_WEBREQ_SIG_SHOW Display Digital Signature
CRMINIT First steps in middleware servers
CRMMDCS MAINT. DECISION TREE
CRMMDTREE The Overall Maintenance
CRMMNODE Transcation of maint. script node
CRMMNODET Transcation of maint. script node
CRMMONITOR Monitoring Middleware System
CRMMOPTION Maint. Tansaction to script option
CRMMSCRCHECK CHECK SCRIPT CONSISTENCY
CRMMTREE SCRPT TREE MAINTENCE
CRMMTREET SCRPT TREE MAINTENCE
CRMM_BPCURR Currency Changeover Business Partner
CRMM_BPD Business Partner Diagnosis
CRMM_BUPA_MAP Business partner data exchange
CRMM_BUPA_SEND Business Partner: Sending Directly
CRMM_CIC_APDISPLAY Display IC WinClient Profile
CRMM_CSDR_PROD_MAIN Des.Reg. product attributes maintain
CRMM_HR_QUALI_DEF Create CRM relevant HR qualis remote
CRMM_HR_QUALI_GET Create attribute f. HR qualification
CRMM_IC_MCM_CCADM Maintain System Settings
CRMM_IC_MCM_CCLNK Assign Profiles
CRMM_ISA_IUSER Internet User Management
CRMM_ISA_UA Internet Sales – User Administration
CRMM_MARKET_ATTRSET Maintain Marketing Set Type
CRMM_MKT_SAMPLE Samples for Segment Builder
CRMM_PPR Maintain Partner/Product Range
CRMM_PPR_CHNG_STATUS Change Partner/Product Range Status
CRMM_PPR_GUID_INFO Program CRM_PRP_GUID_INFO
CRMM_PPR_GUID_PPR Display all GUIDs for a PPR
CRMM_PPR_LISTFORBUPA Program CRM_PRP_LIST_PPRS_FOR_BUPA
CRMM_PPR_LISTFORPROD Program CRM_PRP_LIST_BUPAS_FOR_PROD
CRMM_PPR_RULES Execute Partner/Product Range Rules
CRMM_PPR_SETTYPES Maintain PPR Set Types
CRMM_PPR_STATUS_TEST Change PPR Status for internal use
CRMM_PPR_TOPN Maintain Top n Products
CRMM_PRPROD Assign Pricing Reference Materials
CRMM_ROUTING start business routing
CRMM_ROUTING_COMPARE Business Routing: Compare Scenario
CRMM_ROUT_AGENT Maintain agents for business routing
CRMM_ROUT_GRP Start routing group of b. routing
CRMM_ROUT_GRP_BP Group Members for Routing Groups
CRMM_ROUT_PROF Maintain profile
CRMM_ROUT_PROF_BP Assign Routing Grp Member to Profile
CRMM_ROUT_PROF_CHAR Maintain Attributes
CRMM_ROUT_PROF_TEMP Maintain Profile Template
CRMM_SEARCH Knowledge Search
CRMM_TERRMAN Territory Management
CRMM_TM_SCRIPT Interactive scripting editor
CRMORDERARC Residence Times Transaction Types
CRMSE62 Activate Exchanged Short Texts
CRMST62 Create Industry Short Texts
CRMS_IC_ACTION_DF IC WebClient Data Flow Maintenance
CRMS_IC_CHECK Check System Settings and Status
CRMS_IC_CROSS_SYS Transaction Launcher Logical Systems
CRMS_IC_SYSTEM_PROPS IC WebClient System Properties
CRMV_CANCPROCEDURE Maintain cancellation procedures
CRMV_CANCRULES Maintain cancellation rules
CRMV_CHECK_EVENTS Check Cust. Tab. for Event Handler
CRMV_CHECK_SSC Check Screen Control Data
CRMV_CODEX CRM Codex: Maint. of Check Tables
CRMV_EVENT Customizing Event Handler
CRMV_GENIL Customizing Object Model Generic IL
CRMV_IPM_EVENTS Define Events
CRMV_IPM_HIER_ATTR Customizing: Hierarchical Attributes
CRMV_IPM_HIER_VIEW Hierarchical Attributes Views
CRMV_PARTY Maintain cancelling party
CRMV_SSC Mntce: Scrn Cntrl Data – CRM Trans.
CRMXIF_C1 Assignment Site ID Interface Type
CRM_AC Check Appointment Rule for Data Exch
CRM_ACE_ADM CRM ACE Administrator Console
CRM_ACE_ADM_OLD Old CRM ACE Activation Tool GUI.
CRM_ACE_DEV CRM ACE Developer Tools
CRM_ACT_CUST_FIELDS Add customer fields to Activity Jrnl
CRM_ACT_IBU_INCL Maintain IBU specific fields
CRM_ACT_JR_TMPT Create/Change Activity Jrnl Template
CRM_ACT_JR_TMPT_TYPE Create/Change Activity JRNL TempType
CRM_ACT_STD_JRNL Create Standard Activity Journal

Commonly Used Transactions

Transaction	Description
BP	Business Partner (Creation/View/Modification)
CIC0	Customer Interaction Centre
CRMD_ORDER	CRM Transaction (Create/View/Modify)
SPRO	Configuration related settings
CRMD_CALL_LIST	Create/ Maintain Call list
IB51 / IB52 / IB53	Ibase Creation / Change / View
COMMPR01	Maintain Products
PPOSA_CRM	Display Organizational Model
SBDM	Bdoc maintenance
SMOEAC	Administration console – CRM Middleware
SMQ1,SMQ2	Queue monitoring transactions for inbound and outbound queues.
SMW01	Transaction for monitoring bdocs.

What is CRM?

CRM is short for Customer Relationship Management. There are hundreds of books, thousands of learned academic papers and scores of Websites dedicated to the subject of CRM.

Essentially, CRM aims to put your customers at the centre of the information flow of your company.

In short, the company or organisation is very rich in information about customers. It knows lots about them. But the information is not shared. It’s only available to specific job functions.

CRM is an application that enables companies to make the move towards being a customer centred organisation by putting the customer at the centre of all the information that relates to them and allowing authorised people within the organisation to access the information.

In a customer centred organisation, salespeople would have access to all the information that affects their relationship with their customer. The conversations, the emails, the complaints, the complaint resolutions, all the information that had been sent to the customer, who else in the company the customer had spoken to …… everything that affects their ability to service the customer and sell more product or services to them.

Customers of a customer centred organisation feel more valued. Their requests are dealt with more rapidly and accurately because all the information required to service the request is in one place. Customer centred organisations may have a higher customer retention rates than competitors organised along traditional lines because of this.

If a sales person wants to know about what issues are outstanding with customer service for a particular customer, then they have to make contact with the holders of that information and wait for a response. If the salesperson is chasing the information in response to a question from the customer, then the customer also has to wait.

So, although many companies are information rich, the information is compartmentalised. It is not corporate knowledge and the ability to access information and to deliver it rapidly to customers is low – High quality customer service is compromised.