How to Navigate HR Data for CRM Team Members

  • by Srini Munagavalasa, PMP, Principal Business Integration
  • March 29, 2012
Understand and quickly fix integration issues between SAP ERP HCM and SAP CRM systems, without having to rely on the HR team. Also learn the basics of SAP ERP HCM and Application Link Enabling (ALE) distribution of organizational data and business partner data from SAP ERP to an SAP CRM system.
Key Concept
SAP CRM team members need a basic understanding of how to navigate HR data, what to look for, and how to troubleshoot issues without the need to depend on their HR counterparts.

In many SAP CRM projects, CRM functional and technical workers face challenges with issues relating to HR data and distributing sales and organizational data. Common issues include knowing which SAP reports to use to distribute sales organization and HR personal data, as well as how to verify data in the HR system.

For example, an employee’s personal and address information changes and this is not reflected in the business partner record in the SAP CRM system. Or perhaps the employee moved to a different position in the organization and this data was never integrated into the SAP CRM system.

I cover how to synchronize sales and service org structures between SAP ECC Human Capital Management (HCM) and SAP CRM, and how to distribute both personal and organizational data from the former to the latter. That includes how to transmit data via Intermediate Documents (IDocs) to SAP CRM, and how to process the IDoc in the SAP CRM system.

If you are not familiar with SAP ERP HCM, see my two sidebars. The first is an introduction to the infotype, the main method of organizing HR information. The second sidebar addresses the basics of viewing HR data from an SAP CRM system.

Srini Munagavalasa

Srinivasa (Srini) Munagavalasa has 14 years of experience in various SAP modules. Srini has worked on multiple SAP global implementations at major clients. He has experience as a project manager, deployment lead, build manager, and technical development manager.

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