Integration with sap crm and sap erp hcm


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Integration with sap crm and sap erp hcm

  1. 1. Integration with SAP ERP HCM You can integrate service resource planning with SAP ERP Human Capital Management (SAP ERP HCM). The integration has the following effects: The service resource planning application can display absence and attendance information from SAP ERP HCM. The service resource planning application can process HR data directly, for immediate consideration or for planning purposes. Time allocations entered into the service resource planner can be sent back to the SAP ERP HCM system, to keep the systems synchronized. Integration Employees and qualifications must exist within SAP ERP HCM before you can create assignments for them within service resource planning. You use the transaction PFAL for ALE distribution in SAP ERP HCM, to create the employee business partner in SAP CRM from the SAP ERP HCM employee. You must maintain the scales in SAP ERP HCM using transaction PPPM, and transfer them to SAP CRM. Once you have created the business partner in SAP CRM, you must create a service arrangement for this employee. Once you have created the service arrangement in SAP CRM, you can transfer the basic availability and any other relevant time allocations, from SAP ERP HCM to the WFD Server. You then run the following reports in SAP ERP HCM: RPTWFMIF, to transfer the basic availability RPTEXTPT, to transfer information from the SAP ERP HCM interface tables to the infotypes When you create time allocations within the resource planning application, and select the HR status Released, run report WFD_HCM_TIMEDATA_TRANSFER to send these time allocations to SAP ERP HCM. The system then changes the status to Transferred. Once these time allocations are processed in SAP ERP HCM, they are sent back to the WFD Server, where the system changes the status to From HR. Caution
  2. 2. When creating a time allocation in the resource planner, it must be in the time zone of the SAP ERP HCM system. The time allocations relevant for SAP ERP HCM are not forwarded to the SAP CRM Mobile Service application. If you flag a time allocation as relevant for SAP ERP HCM, you must delete all corresponding records from the laptop application. When integrated with SAP ERP HCM, you can use the service resource planner to view absence and attendance information. You can also create attendance and absence information in the service resource planner, and release it for the HR system. Use report RPTWFMIF to capture availability data from SAP ERP HCM, for use within service resource planning. You should use the report for the following infotypes from Time Management: 2001 2002 2003 2004 Use report WFD_HCM_TIMEDATA_TRANSFER to transfer the data marked for release, between the resource planning application and SAP ERP HCM. To synchronize the data between the two systems most effectively, you should schedule the report to run on a daily basis. Prerequisites In Customizing for Customer Relationship Management, you have made settings for the integration of SAP ERP HCM. You do this at Workforce Deployment Server . SAP HCM Integration WFD Server Business Settings for WFD In Customizing for SAP ERP HCM, you have integrated SAP ERP HCM and service resource planning, for the entry of time allocation data. You do this at Management with Other SAP Applications Time Management Integrating Time Integration with Workforce Management Core Integration with the Workforce Management Core . Features HR-Relevant Time Allocation Data Resource planners must mark all time allocation data that is required to update SAP ERP HCM as HRrelevant, and then release it for the update of SAP ERP HCM.
  3. 3. Note Planners do not have to immediately mark data for release. They can release the SAP ERP HCM data at any time. Once you release a request, the system can send it to SAP ERP HCM. If there is no indication of HR relevance, then the request is applicable for the service resource planning application only and it is not sent to HR. The HR relevance only refers to internal resources that are maintained as employees in SAP ERP HCM. When working with HR-relevant data: An item is sent to HR only when it is released Once an item is released for HR, it can be updated only in HR If an item is not HR-relevant it can be updated or deleted by the resource planner If a request was flagged as HR-relevant but has not yet been released, it can be updated or deleted in the resource planning application If a request is not HR-relevant, it does not have to be released You can use the IDoc standard technology to transfer HR data between the resource planning application and SAP ERP HCM. Recurring Patterns Resource planners can enter either individual time allocations or recurring patterns, for the availability of resources. A recurring pattern is similar to a recurring appointment in the resource planner. However, the pattern has an entry to record time allocation data for absence and attendance information. Note SAP ERP HCM has no concept of reusability. When HCM receives a recurring pattern, it creates an item for every day of the recurrence. HR Relevance In cases of individual time allocations with an HR-relevant time allocation type, you can set the HR status to: To Be Released Released Once the system transfers the time allocation to SAP ERP HCM, it sets the status to Transferred, and the time allocation can no longer be changed in the resource planner.
  4. 4. Time allocations that are created in SAP ERP HCM have the HR status From HR, and cannot be changed in the resource planner. If integrated with SAP ERP HCM, you see the HR Status dropdown list only for those time allocation types that were defined as HR-relevant during configuration.