Sales order Distribution: Required Customizing in SAP CRM and SAP ERP

If an exchange has to take place between CRM Enterprise and SAP ERP there must be a transaction
type in CRM Enterprise with the same name as a sales document type in SAP ERP.
􀂄 The same item categories have to be maintained in both systems.
􀂄 Furthermore, settings for number range and item number assignment must be matched between
CRM Enterprise and SAP ERP.
􀂄 You can access the relevant settings within the IMG:
• SAP CRM Customer Relationship Management → Transactions → Basic Settings → Define
Transaction Types
• SAP ERP: Sales and Distribution → Sales → Sales Documents → Sales Document Header
→ Define Sales Document Types.
􀂄 So that the transfer between CRM Enterprise and SAP ERP can take place, sales transactions must
fulfill the following conditions:
• The transaction contains at least one item. Header data from business transactions is not
transferred alone.
• You have saved the transaction and it does not contain errors.
• You have not set the Distribution Lock