Setting up Customer Vendor Integration (CVI) in S/4HANA for Sales – A Dummy Consultant Guide

In the world of SAP S/4HANA, Customer Vendor Integration (CVI) plays a crucial role in aligning customer and vendor master data with the Business Partner (BP) concept. If you’re setting up CVI for the first time as a dummy consultant or simply exploring how to configure it in the Order-to-Cash (OTC) process, this guide will help you navigate through the essential steps.

What is Customer Vendor Integration (CVI)?

CVI is a mandatory feature in SAP S/4HANA that synchronizes Customer Master Data and Vendor Master Data into the unified Business Partner Master Data model. It simplifies data maintenance and ensures consistency across the system.

Pre-requisites:

• SAP S/4HANA System Installed
• Relevant Authorizations
• Knowledge of SAP SD and SAP MM Master Data

Step-by-Step CVI Configuration Guide

Step 1: Activate Business Partner

1. Go to Transaction Code: SFW5
2. Activate the following Business Functions:
   • CA_BP_SOA (Business Partner Master Data)
   • CA_SUPPLIER_SOA (Supplier Integration)

Step 2: Define Business Partner Roles

1. Go to Transaction Code: BUPT
2. Define Business Partner Roles:
   • FLCU00 (Customer General Data)
   • FLCU01 (Customer Sales Area Data)
   • FLVN00 (Vendor General Data)
   • FLVN01 (Vendor Purchasing Data)

Step 3: Configure CVI Integration Settings

1. Go to Transaction Code: CVI_CUST_LINKS
2. Define the Mapping between BP Roles and Customer/Vendor Account Groups.
3. Assign Number Ranges for BP and Customers/Vendors:
   • Go to Transaction Code: BP → Define Number Ranges for BP
   • Go to Transaction Code: XDNR for Customer Account Groups
   • Go to Transaction Code: XKN1 for Vendor Account Groups

Step 4: Synchronize Business Partner Data

1. Go to Transaction Code: MDS_LOAD_COCKPIT
2. Select the appropriate object type (Customer or Vendor)
3. Execute the synchronization process.
4. Monitor logs to ensure successful synchronization.

Step 5: Assign Business Partner Grouping to Customer/Vendor Account Groups

1. Go to Transaction Code: CVI_CUST_LINKS
2. Assign BP Grouping to Customer and Vendor Account Groups.

Step 6: Set Field Mapping and Conversion

1. Go to Transaction Code: CVI_FIELD_MAPPING
2. Map Customer and Vendor fields with Business Partner fields.
3. Define Custom Field Mapping if necessary.

Step 7: Testing the Integration

1. Create Business Partner using Transaction Code: BP.
2. Assign relevant roles (Customer/Vendor).
3. Verify whether the Customer or Vendor data is correctly created.
4. Use Transaction Code: XD03/XK03 to verify the legacy customer/vendor master data.

Troubleshooting

• Use Transaction Code: CVI_PRECHK to check for data inconsistencies.
• Check Synchronization Logs in MDS_PPO2.
• Validate Custom Field Mapping in CVI_FIELD_MAPPING.

Conclusion

Configuring Customer Vendor Integration (CVI) in S/4HANA may seem complex for first-timers, but following these step-by-step instructions will help you set up the integration smoothly. By synchronizing the Business Partner master data, SAP S/4HANA ensures seamless data consistency across the system, enhancing overall business processes.