Best Practices & Recommendations
The migration to S/4HANA with the CRM Add-on proceeds most smoothly when it is well prepared and structured. The following recommendations are based on experience from similar projects.

1. Document systematically
  • Export and compare existing SD-CAS configuration
  • Create a structured overview of all custom fields, partner roles, statuses, etc.
  • Maintain naming conventions for new objects (e.g., Z001, Z99, Z0000001)

2. Reuse existing structures
  • Adopt existing status flows, classifications, and catalogs
  • Keep code group IDs and texts identical to reduce training effort

3. Design test data realistically
  • Use real customers, contacts, and transaction types during the testing phase
  • At least one complete process including feedback and classification per transaction

4. Avoid typical sources of error
  • No class assignment present → Object is not displayed
  • Partner role missing or incomplete → Activity cannot be saved
  • Texts missing → Errors during PDF export or display issues in CIS mobile
  • Status transition not defined → Feedback not possible

5. Plan for flexibility
  • Expansion potential in classifications (e.g., additional checkboxes or selection fields)
  • Prepare for later integration of additional modules (e.g., campaigns, documents)
  • Regularly schedule reviews and adjustments of the configuration

With these recommendations, the migration can be carried out in a structured and future-proof manner – both technically and procedurally.