sap crm vijender

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SAP CRM (Customer Relationship Management)

Step-by-Step Tutorials

Web Services and Document Templates in CRMo Creating Web Services in CRM (More details)o Creating Document Templates using Web Services in CRM (More details)o Transporting Web Services in CRM (More details)o Transporting Document Templates in CRM (More details)

Creation of WEB UI Component and navigation with standard component (More details)NEW

Few more tutorials related to CRM:

Migrating Customer data along with relationships (CRM) using LSMW (More details)

Configuration of CRM 7.0 Server with PI 7.0 (More details)

Action Profiles in SAP-CRM (More details)

Creation and configuration of Business Partners (More details)

Adding Web URL (like google.com, yahoo.com) in CRM UI (More details)

Configurations for opening an external URL (like SAP.COM) from IC WebClient.(More details) Difference between EEWB and BDT(More details)

Creating Web Services in CRM

By Vijender Sangwan

Go to transaction BSP_WD_CMPWB

Enter WS_DESIGN_TOOL as component and press TEST button.

This will open the CRM Web UI in the new Browser.
http://www.saptechnical.com/Tutorials/Others/CRM/Index.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/Index.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/Index.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/DT.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/DT.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/DT.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TWS.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TWS.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TWS.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TDT.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TDT.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TDT.htmhttp://www.saptechnical.com/Tutorials/CRM/WEBUI/Index.htmhttp://www.saptechnical.com/Tutorials/CRM/WEBUI/Index.htmhttp://www.saptechnical.com/Tutorials/CRM/WEBUI/Index.htmhttp://www.saptechnical.com/Tutorials/LSMW/CRMCustomerUpload/page1.htmhttp://www.saptechnical.com/Tutorials/LSMW/CRMCustomerUpload/page1.htmhttp://www.saptechnical.com/Tutorials/LSMW/CRMCustomerUpload/page1.htmhttp://www.saptechnical.com/Tutorials/XI/CRM/Index.htmhttp://www.saptechnical.com/Tutorials/XI/CRM/Index.htmhttp://www.saptechnical.com/Tutorials/XI/CRM/Index.htmhttp://www.sapfunctional.com/CRM/Actions/Index.htmhttp://www.sapfunctional.com/CRM/Actions/Index.htmhttp://www.sapfunctional.com/CRM/Actions/Index.htmhttp://www.sapfunctional.com/CRM/BusinessPartners/Configuration.htmhttp://www.sapfunctional.com/CRM/BusinessPartners/Configuration.htmhttp://www.sapfunctional.com/CRM/BusinessPartners/Configuration.htmhttp://www.sapfunctional.com/CRM/WebURL/Page1.htmhttp://www.sapfunctional.com/CRM/WebURL/Page1.htmhttp://www.sapfunctional.com/CRM/WebURL/Page1.htmhttp://www.sapfunctional.com/CRM/ConfigExtURL.htmhttp://www.sapfunctional.com/CRM/ConfigExtURL.htmhttp://www.sapfunctional.com/CRM/ConfigExtURL.htmhttp://www.sapfunctional.com/CRM/DiffEEWB&BDT.htmhttp://www.sapfunctional.com/CRM/DiffEEWB&BDT.htmhttp://www.sapfunctional.com/CRM/DiffEEWB&BDT.htmhttp://www.sapfunctional.com/CRM/DiffEEWB&BDT.htmhttp://www.sapfunctional.com/CRM/ConfigExtURL.htmhttp://www.sapfunctional.com/CRM/WebURL/Page1.htmhttp://www.sapfunctional.com/CRM/BusinessPartners/Configuration.htmhttp://www.sapfunctional.com/CRM/Actions/Index.htmhttp://www.saptechnical.com/Tutorials/XI/CRM/Index.htmhttp://www.saptechnical.com/Tutorials/LSMW/CRMCustomerUpload/page1.htmhttp://www.saptechnical.com/Tutorials/CRM/WEBUI/Index.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TDT.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/TWS.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/DT.htmhttp://www.saptechnical.com/Tutorials/Others/CRM/Index.htm


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Click on the New Button to Create a New Web Service, which we will use for Document Templates.

Enter the details as required. Enter the Component for which you want to create the Web Service.


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In this Case it is for Business Transactions: i.e.: Agreements for Grant Management.

Choose the Root Object also as Business Transaction.

Press the Next Button.

One important thing here, dont forget to click one of the Boxes at the end for Read, Create or Change. Inthis case we are creating a Web Service to read data from the database to read the Agreement details.

Select Attributes Structure will open where you can select the data you want from the Structure to befetched when the Web Service is called.

Expand the Business Transaction Node and Select the data as shown below.

Once a Node is selected, its attributes opens up on the Right Hand Side.

Select the attributes like shown above as required.

Once the Selection for a particular node is done, dont forget to click on the Confirm Selection Button asshown under the attributes window.

If this Button is not clicked the attirbutes will not be selected and will be lost, once you move ahead.


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Make sure form the BOL Browser you know which fields you need from the Web Services from whichnode for the Document Templates.

Once the selection is done, click on the Next Button and it will take to the Maintain Attributes window,where we can review the fields.

If any field is missed, Previous Button can be clicked and the field can be selected again.

If there are some extra fields, that have been selected, click on the Radio Button Exclude in front of that

screen and the field will be excluded from the selection.

Once the Review is done fro all the fields, Press the Next Button.

Click on the Expert Mode Button and you will see the details on the Right Side.


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Now Click on the Save Button.

Once the Web Service is saved, Click on the Check Button to check for any errors or any issues with theWeb Service.

Once the Check is done, Press the Activate Button to Activate the Web Service.

The activation take some time as all the Function Modules and other related components for a WebService are created.

Once it is Activated, Press the ProductiveButton. The Web Services is required to be made active to beavailable by other Services.


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Once the Web Service status changes to Productive, The Save Button is required to save the Productivestate of the Web Service, else this state is lost and Web Service becomes Non Productive.

The Web Service is now ready to be used for other services.

Creating Document Templates using Web Services in CRM

By Vijender Sangwan

Log in to the Web UI and under the Administration tab. Select Document Templates.

Click on the New Button to create a new Template


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The screen like above will be displayed to enter the details.

Enter the details as shown above,

File Type - Microsoft Word, as we are using Word Document template

NameName of the Document Template

Object typeBUS2000271, We have created the Web Service for Agreements, Choose as appropriate.

Once the details are entered, click on start Designer

A new word Document in editable mode is opened.


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Click on the Element showing in the bottom right Corner of the Window

As you keep clicking it, it will take you into the Nodes you have selected in the Web Services.

You can put them here in the window for display.


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Select all the fields you require for your Document .and design the document as required.

Once the Document is designed. Click on the save Button to Save the Document.


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Once the document is saved, close the document.

The document is now ready to be used.

Transporting Web Services in CRM

By Vijender Sangwan

You need to perform following steps to use document templates in other clients or in Quality/Productionsystem:

1) Web service created in one client will not be available in other clients by default. Create transportrequest for your web service via IMG->CRM-> UI framework -> UI framework definition -> Webservices -> web service tool: transport service tools.


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Enter the name of Web Request and Press Execute

The TR is created for that Web Service. TR for multiple Web Requests can be created together.


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2) In test client/Quality system /Prod system, you need to get test client open for changes. Go totransaction WSCONFIG; find your web service definition and variant. Click on Create and savedefault values on next screen.

3) For Quality or Prod system, release and import TR

Transporting Document Templates in CRM

By Vijender Sangwan

1. Select document templates that you want to transport, using

Customizing link SPRO => SAP Reference IMG => SAP Implementation

Guide => Customer Relationship Management => Basic Functions =>

Content Management => Transport Document Template


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Or

Run report 'CRM_KW_TEMPLATE_TRANSPORT' to select templates.


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Enter the Business Object of the Document Template and execute the Report.

This will show all the Document Templates created for that Business Object.

Press 'Transport' button after selecting the templates. You will be asked for correction request uponselecting 'Transport' button. Enter the transport request number that you have created. This operationadds logical and physical details of the template to Transport request.


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Go to transaction 'SE09' and release transport request or ask the Basis Administrator to release the TR.Go to target client in which you would like to import the template and run transaction 'SCC1' (Client Copy).Enter source client and transport request and press 'Start immediately to copy the request immediately.Otherwise press 'Schedule as Background Job' to run copy as background task.

Creation of WEB UI Component and navigation with standard

component

By Narendra Goyal, L&T Infotech

Introduction: This document provides the step by step procedure of creating Custom WEB UIComponent and navigation of custom component with standard one and vice-versa.

Prerequisite: Need the basic knowledge SAP CRM.

At the end, you will be able to do:

Creation of Custom WEB UI Component --BOL Programming

Creation of viewTable view and Empty view --Creation of Windows

Navigation between views and windows --Creation of link

Component Controller --Custom Controller

Assigning custom component to standard component --Assigning standard component to customcomponent

Step 1. Creation of WEB UI Component.

Go to SAP IMG Customer Relationship Management UI Framework UI Framework Definition Access BSP Component Workbench or transaction BSP_WD_CMPWB

Enter component name (e.g. ZBP) in field component and click on create.

Enter the description and window name (e.g. MainWindow) and click on continue. Choose a package andclick on continue and provide workbench request. Your component will looks as given below.


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Step 2. Creation of view.

In the component structure browser, right click on view and choose create. A wizard will be displayed.Enter the following data in wizard.

Nameview name (e.g. PARTNERLINK)

View TypeEmpty View

Do not change on following screens and finish the wizard.

Similarly, create another view to display the data with the following data in wizard.

Nameview name (e.g. PARTNER)

Model Nodemodel node name (e.g. PARTNER) BOL EntityBuilHeader

Model AttributeSelect all by clicking on

View TypeTable View

Check the checkbox for configurable (For selecting displayed fields from available fields) and click oncomplete to finish the wizard.

Step 3. Creation of Window.


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In the component structure browser, right click on window and choose create. A wizard will be displayed.Enter the window name (e.g. LINK). Do not change on the following screen and finish the wizard.

Step 4. Maintain link in PARTNERLINK view

Double click on PARTNERLINK view. In right hand side, double click on partnerlink.htm to maintain thelink. For this write the given code.

Step 5.Creation of outbound and inbound plug.

Double click on PARTNERLINK view and in right hand side, right click on outbound plug and choose

create. Give outbound plug name (e.g. TOLIST)

Double click on OP_TOLIST method to implement.

method OP_TOLIST.DATA: lr_window TYPE REF TO cl_bsp_wd_window.

lr_window = me->view_manager->get_window_controller( ).lr_window->call_outbound_plug( iv_outbound_plug = 'TOLIST' ).

endmethod.


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Double click on PARTNER view and in right hand side, right click on inbound plug and choose create.Give inbound plug name (e.g. FROMLINK).

Double click on implementation class of PARTNER view and implement the methodDO_PREPARE_OUTPUT.

method DO_PREPARE_OUTPUT.DATA: lr_qs TYPE REF TO cl_crm_bol_query_service,

result TYPE REF TO if_bol_entity_col,lr_col TYPE REF TO if_bol_bo_col,lr_result TYPE REF TO if_bol_bo_col,lr_prop_bp TYPE REF TO if_bol_bo_property_access,lr_param_ent TYPE REF TO if_bol_bo_property_access,

lr_entity type ref to cl_crm_bol_entity.

data: lv_bp type STRING,bp type bu_partner.

data: lt_param type CRMT_NAME_VALUE_PAIR_TAB,lwa_param type CRMT_NAME_VALUE_PAIR,lt_attr type standard table of char120,

lwa_attr type char120..typed_context->PARTNER->build_table( ).CALL FUNCTION 'CRM_ERMS_FIND_BP_FOR_USER'

EXPORTINGIV_USER_ID = sy-uname

IMPORTINGEV_BUPA_NO = bp.

lv_bp = bp.lv_bp = '404849'. "used constant business partner as no bp no. is assigned for this userlr_qs = cl_crm_bol_query_service=>get_instance( 'BuilHeaderSearch' ).lr_qs->set_property( iv_attr_name = 'PARTNER' iv_value = LV_bp ).result = lr_qs->get_query_result( ).lr_entity = result->get_first( ).if lr_entity is bound.

result = lr_entity->get_related_entities( iv_relation_name = 'BuilContactPersonRel' ).endif.free lr_qs.lr_qs = cl_crm_bol_query_service=>get_instance( 'BuilHeaderSearch' ).clear: lv_bp, bp.refresh: lt_param.lr_param_ent = result->get_first( ).WHILE lr_param_ent IS BOUND.

lv_bp = lr_param_ent->get_property_as_string( iv_attr_name = 'BP_NUMBER' ).IF lv_bp NE ''.lr_qs->set_property( iv_attr_name = 'PARTNER' iv_value = LV_bp ).lr_result = lr_qs->get_query_result( ).if lr_result is bound.

typed_context->partner->collection_wrapper->add_collection( lr_result ).endif.

ENDIF.lr_param_ent = result->get_next( ).clear: lv_bp, bp.

ENDWHILE.endmethod.

Save and activate.


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Double click on LINK window and in right hand side, right click on outbound plug and choose create. Giveoutbound plug name (e.g. TOLIST)

Double click on OP_TOLIST method to implement.

method OP_TOLIST.

fire_outbound_plug( iv_outbound_plug = 'TOLIST' ).endmethod.

Double click on MainWindow and in right hand side, right click on inbound plug and choose create. Giveinbound plug name (e.g. FROMLINK).

Step 6. Handling the event.

Double click on PARTNERLINK view and in right hand side, right click on event handler and choosecreate. Give event handler name (e.g. ONCLICK)

Double click on EH_ONONCLICK method to implement.

method EH_ONONCLICK.OP_TOLIST( ).

endmethod.

Step 7. Select fields to display from available fields.

Double click on PARTNER view. In right hand side select configuration tab. Click on EDIT. Provide thecustomizing request in the popup.

Select the fields which you want to display in output from available fields into displayed fields. Refer fromgiven below screen. Click on Save.


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Step 9.Adding custom component into standard component.

I am adding custom component (ZBP) in standard component (WCC_SLS_HOME). Go to transactionBSP_WD_CMPWB

In the field component enter a name for a standard component (e.g. WCC_SLS_HOME) and in field

enhancement set enter a name enhancement set name (e.g. ZEH_SET).

You can also create a new enhancement set by providing enhancement set name and click on create

Enter the description and click on continue. Now click on display.

Note: If you created a new enhancement set, then maintain enhancement set in cluster view (transactionSM34) BSPWDVC_CMP_EXT and in maintenance view (transaction SM30) BSPWDV_EHSET_ASG forrespective client.


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Expand the view set WCC_SLS_HOME\SalesHome and navigate to the View Area, right-click onView Area and choose Add View.

In the field View choose the view which you created (e.g. ZBP.ZBP/LINK). Click on continue.

Expand the windowand navigate to the main window, right-click on main window and chooseAdd View.

In the field View choose the view which you created (e.g. ZBP.ZBP/MainWindow). Click oncontinue. Click on save.

Step 10.Add custom component ZBP in configuration

In component structure browser, double click on view SalesHome. Go to configuration tab and click on

edit and provide customizing request.

Select the custom component ZBP and click on move down button

Now, if you test standard component WCC_SLS_HOME. It will show the LINK view as a part of view set.But currently if you click on link My Accounts it will not work as navigation is still remaining.


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Step 11. Create Navigation Link.

In runtime repository editor, right click on navigation link and select Add Navigation Link. Enter ID (e.g.ZBP), source view (e.g. ZBP.ZBP/LINK), outbound plug (e.g. TOLIST), target view (e.g.ZBP.ZBP/MainWindow) and inbound plug (e.g. FROMLINK). Click on continue. Click on save.

Now, if you test standard component WCC_SLS_HOME. It will show the LINK view as a part of view set.Also when you click on link My Accounts it will show you available buisness partners.

Step 12. Creation of a field value as a link in table view.

As shown in above screen shot, we will create buisness partner field as a link and on clicking on this, weare able to view details of buisness partner.

Go to the custom component which you have created in step1 i.e. ZBP.

In component structure browser double click on PARTNER view. In right hand side expand context nodePARTNER. Go to the attribute BP_NUMBER and implement GET_P_BP_NUMBER method.

method GET_P_BP_NUMBER.CASE iv_property.WHEN if_bsp_wd_model_setter_getter=>fp_fieldtype.

rv_value = cl_bsp_dlc_view_descriptor=>field_type_event_link.WHEN if_bsp_wd_model_setter_getter=>fp_onclick.

rv_value = 'SELECTION'.ENDCASE.

endmethod.

In PARTNER view, right click on outbound plug and choose create. Give plug name (e.g. TOPARTNER).

Right click on custom controller and choose create.

A wizard is displayed. Enter custom controller name (e.g. CUCOPARTNER), Model node (e.g.

PARTNER), BOL Entity BuilHeader), add model attribute by clicking on and select all. Click oncontinue and finish the wizard. If prompted choose a package and enter workbench request.

Double click on component controller and right click on context node and choose create. A wizard isdisplayed. Enter name (e.g. BPPARTNER), select radio button of model node and enter BOL Entity

(BuilHeader), ), add model attribute by clicking on and select all. Do not change on the following

screens and finish the wizard. If prompted choose a package and enter workbench request.

Now right click on context newly created context node BPPARTNER and choose create binding. Enter BSPApplication (e.g. ZBP), Controller type (Custom Controller), custom controller (CUCOPARTNER.do) and targetcontext node (PARTNER).

In component controller, right click on method WD_USAGE_INITIALIZE and choose redefine. Double click onthe method to implement.


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method WD_USAGE_INITIALIZE.DATA: lv_usage TYPE REF TO if_bsp_wd_component_usage.lv_usage = me->comp_controller->get_component_usage( iv_usage->usage_name ).CASE iv_usage->usage_name.WHEN 'CUBP'.

CALL METHOD lv_usage->bind_context_nodeEXPORTING

iv_controller_type = cl_bsp_wd_controller=>co_type_componentiv_target_node_name = 'BPPARTNER'iv_node_2_bind = 'PARTNER'.

endcase.endmethod.

In component structure browser, double click on PARTNER view and select the outbound plug methodOP_TOPARTNER to implement.

method OP_TOPARTNER.DATA: lr_tcc TYPE REF TO ZL_ZBP_BSPWDCOMPONENT_IMPL, " Implementation class of comp

onent controllerlr_cuco TYPE REF TO ZL_ZBP_CUCOPARTNER_IMPL, " Implementation class of custom contr

ollerlr_entity TYPE REF TO cl_crm_bol_entity,lr_cuwrp TYPE REF TO cl_bsp_wd_collection_wrapper,lr_window TYPE REF TO cl_bsp_wd_window,lv_guid TYPE bu_partner_guid,lr_core TYPE REF TO cl_crm_bol_core.

lr_cuco ?= me->get_custom_controller( 'ZBP/CUCOPARTNER' ).CHECK lr_cuco IS BOUND.


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lr_cuwrp = me->typed_context->PARTNER->get_collection_wrapper( ).CHECK lr_cuwrp IS BOUND.lr_entity ?= lr_cuwrp->get_current( ).CALL METHOD lr_entity->get_property_as_value

EXPORTINGiv_attr_name = 'BP_GUID'

IMPORTINGev_result = lv_guid.

lr_core = cl_crm_bol_core=>get_instance( ).lr_entity = lr_core->get_root_entity( iv_object_name = 'BuilHeader' iv_object_guid = lv_guid

CHECK lr_entity IS BOUND.lr_tcc ?= me->comp_controller.lr_tcc->typed_context->bppartner->collection_wrapper->clear_collection( ).lr_tcc->typed_context->bppartner->collection_wrapper-add( iv_entity = lr_entityiv_set_focus = abap_true ).view_manager->navigate( source_rep_view = rep_view

outbound_plug = 'tobp' ).endmethod.

Right click on event handler in PARTNER view and create the event handler (e.g. SELECTION).Implement the method EH_ONSELECTION.

method EH_ONSELECTION.DATA: lv_index TYPE i.

cl_thtmlb_util=>get_event_info(EXPORTING

iv_event = htmlb_event_exIMPORTING

ev_index = lv_index ).me->typed_context->PARTNER->collection_wrapper->find( iv_index = lv_index ).op_TOPARTNER( ).

endmethod.

To test all scenarios, run the transaction CRM_UI.

Click on My Accounts link.


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Click on business partner 404848 for detailed view.

Migrating Customer data along with relationships (CRM) using LSMW

By Srinivas, Infosys

1 Introduction

This document provides a simple and user-friendly step-by-step approach for working with LSMW. The

document mostly covers the practical usage of LSMW with respect to Batch input Recording Method.

This document may be used to gain an insight of LSMW process in SAP CRM environment and may be

used as a guide to help the consultants during the initial loading of master data into SAP database tables.

2 LSMW

The Legacy System Migration Workbench (LSMW) is a tool that supports data migration from legacysystems (non-SAP systems) to SAP systems. It is a cross-platform component of the SAP system. The

tool has interfaces with the Data Transfer Center and with batch input and direct input processing as well

as standard interfaces BAPI and IDoc.

The tool migrates user-defined datasets (known as objects), which are combined according to business

criteria instead of individual tables or field contents. In addition to using standard import techniques, the

user-specific objects can be generated.


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The LSMW supports a one-time transfer of data (initial data load) and also offers a restricted support of

permanent interfaces. Thus, a periodic transfer of data is possible. The LSMW, however, does not include

any functions for monitoring of permanent interfaces. The tool does not support any data export interfaces

(outbound interfaces).

Fig : LSMW-Process flow diagram

3 Creation of Project Hierarchy

Use the Transaction Code LSMW to go to the initial screen. Create a project, corresponding subproject

and object using Edit -> Create entry on menu bar. This is a hierarchy maintained in LSMW for all the

data transfer done.


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Fig-01: LSMW - create project hierarchy

Create a project, subproject and an object and click on continue. The following screen is displayed

with the Project hierarchy details:


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Fig-02: LSMW- Initial screen

Once the project Hierarchy is being created, an enumeration of steps for data migration is displayed

as shown in Fig-03 below.

This can be changed depending on the requirement of the user. For this User Menu tab in the toolbar needs to be clicked and all the necessary steps required for data transfer need to be selected.


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Fig-03: LSMW initial screen with user menu for selection of various steps.

4 Step by Step Process for uploading BP master data:

The screenshot as in Fig-04 displays the fourteen steps required for loading Business partner data

along with their relationships:


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Fig-04: Fourteen steps involved in LSMW

The following pages describe each of those fourteen steps and key points to be remembered in each

step.

4.1 Maintain Object AttributesIn this step a Recording needs to be created (using GOTO -> Recordings overviewin menu bar as

shown in Fig-05) using Transaction code BP.


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Fig-05: Create Recording.

Once recordings overview is clicked the following screen as in Fig-06 will be displayed. Enter a name and

description to the recording.


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Fig-06: Enter details for the Recording.

Enter the transaction for which the recording is to be done as shown in Fig-07


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Fig-07: Transaction BP has been entered.

Here the Business partner category needs to be chosen, under which the customers should be created.

Click on Organization as shown in Fig-08:


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Fig-08: Click on Organization

Select a Grouping and a Business Partner number in that Grouping and the role under which the

customers needs to be created. Enter all the necessary details for business partner that needs to beloaded from the flat file:


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Fig-09: Shows Business partner number, Grouping and Role and other details entered. ExternalGrouping for loading the Customers and Accounts has been used.

Maintain relationships for the Business partner, as shown in fig-10 if relationships also need to bemapped from flat file.


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Fig-10: Displays three Relationships of BP number 1100.

Once all the details have been entered save the Business Partner and click on back icon to go to

recording that we created.

Click on the fields displayed in orange color to change the name and default value of the fields. Andlet the other fields remain same whose values need to be defaulted to existing values.


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Fig-11: Displays the first screen of Recording ZRECORDC


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Fig-12: Displays the second screen of Recording ZRECORDC


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Fig-13: Displays the third screen of Recording ZRECORDC asking details for relationships.

Now once recording is done, this is the first step of LSMW menu where the way or method of Import

needs to be decided. There are generally four choices:

1. Standard Batch/ Direct Import Method

- Direct insertion of data through Batch input programs.

2. Batch input Recording method

- In this method a Recording of the transaction needs to be created which is later run asa Batch input Session.

3. Business object Method (BAPI)

- Here the BAPI takes care of the data conversions and updating any database table.So the function module is responsible for the import of data into the system.

4. IDoc (Intermediate documents)

- Here the data is written into an IDoc and passed to the LSMW to get it imported intothe system.


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However This Document discusses the import of data through Batch input Recording Method.

Fig-14: Choose the Batch input recording radio button and give the name of the recording that hasbeen done earlier. Then save the object attributes.

The LSMW system has to have the prior knowledge of what kind of data it is getting from the sourcethat has to be imported into the system. For this reason the following three steps are very importantthat describe the structure of the files that has to be imported.

4.2 Maintain Source Structure

Go to main menu in LSMW as shown in Fig-04 and click on second step: Maintain Source Structure

and the following screen as in Fig-15 will be displayed:

Click on create icon, enter a name and description to the source structure and click on continue.

Then save the source structure and click on Back icon on the top of the screen.


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Fig-15: Entering details of source structure

4.3 Maintain Source Fields

Go to LSMW Menu screen as shown in Fig-04 and Go to Third step: Maintain Source Fields.

Select the source structure that was created and click on Table maintenance as shown in Fig-16


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Fig-16: Maintain Source Fields

Once Table Maintenance has been clicked, enter Field name, Data type and Length of all the fields under

the required structure as it will appear in the input file. Even it is important to keep the sequence of the

fields according to their position in the file. Give name to the fields and save it. Fields, that have constant

value like Grouping, Role etc need not be maintained in this table and those fields need not be included in

the flat file.


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Fig-17: Enter details of source fields and save

Generally it is important to keep the data type and size of the fields same as that of the corresponding

field in database table. However this might not be possible in all the cases, then the issue needs to be

handled through the conversion routines.

4.4 Maintain Structure Relations

Go to LSMW Menu screen as shown in Fig-04 and Go to Next step: Maintain Structure Relations. The

following screen as shown in Fig-18 will be displayed. Save it and go to next step.

Structure relations are the mapping between the structures we have declared in the previous steps with

the recording done. However the one to one mapping of the fields will take place in the next step. Here

only the high level correspondence is shown


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Fig-18: Structure relationship

4.5 Maintain Filed Mapping and Conversion Rules

In the previous step the recording is mapped to the structure. There it automatically creates a one to one

correspondence with the fields of both the sides and show in this stage as tree structure. Here each

source field needs to be assigned to its corresponding target field in the recording side. A simple way to

do this is to select the field from recording and press the tab Assign source field which will give a list offields in the source structure and then select the filed that needs to be mapped to field in recording.


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Fig-19: Field Mapping-Initial Screen


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Fig-20: Field Mapping-Next Screen

To maintain constant value to a field select that field in the recording and click on Constant (Ctrl+F9) Icon

as shown in Fig-20 and a constant value can be assigned to that field.

The following fields have been assigned constant values as displayed below:

a. Grouping : 0002(PB Number Account & CustomerExternal)b. Role : 000000(Business partner-General)c. Time zone: PSTd. Relationship category: FBUR001e. Overview: A

f. 4.6 Maintain Fixed Values, Translations, User-Defined Routines

g. Here the conversion rules for processing project data need to be defined. The system generatesthe conversion program from the structure and field relationships as well as the conversion rules.

Customization required for migration of data also needs to be specified here. That is, fixed values

and translation values can be assigned and definite variants for the conversion rules can also be

specified here.

h.

i. Fig-21: Maintain Fixed Values, Translations, User-Defined Routines

j. 4.7 Specify Filesk. Once the previous step of mapping each field to the source structure has been done, the next

step is mentioning the file path to be selected for importing.


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l.

m. Fig-22: Specify the path for the file etc.

n. Here apart from the physical path, other attributes of the file that is to be imported also need to be

specified. For example if it is a comma separated or tab delimitated file and if the file contains the

field name as Start of File etc.

o. There are other file-paths that can be mentioned, such as the file for imported data, converted

data, etc. if necessary we can choose to change the existing file path that has been defaulted.

p.4.8 Assign Filesq. Once the file has been specified as in previous step, this file needs to be assigned.


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r. So in this step select source structure and then click on save.

s. Fig-23: Assign file

t. 4.9 Read/Import Datau. Once assign the file has been assigned, next step is to execute the program as shown in Fig-24

to import the data from the file and put in the structure maintained earlier. For reference the testfile that is imported is given below. This is a tab delimitated text file with header row. When it s

run, the above program gives the output as in Fig-25. However the successful import data can

also be seen from the main menu.


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v.w. Fig-24: Import / Read data

x.y. Fig-25: Result of the execution of import program.


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4.10 Display Read/Imported Data

Once the data is imported, it can be displayed using this step. Once this step is selected and continue

icon is clicked, system would display the following screen where all the imported data can be seen . Each

row can be selected to see all the details of each customer.

Fig-26: Display Imported/Read data

4.11 Convert Data

Once the data is imported to the structure then go to the next step in the main menu that is- Generate

conversion program, Convert data and display converted data. The first step generates the program that

converts the data imported into the structure to the structure of Recording - ZRECORDC. This take care

of all the conversion earlier mentioned. This step converts the data executing above program and store it

in the filename given earlier. The result is shown as in Fig-27 & Fig 28. Also the converted data can be

seen as in Fig-29.


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Fig-27: Convert Data


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Fig-28: Converted Data

4.12 Display Converted Data

Once the data is converted, all the Converted data can be seen in this step. Once this step is selected

and continue icon is clicked, system would display the following screen where all the Converted data can

be seen. Each row can be selected to see more details of each customer.

Fig-29: Display of Converted Data

4.13 Create Batch input session

In this step a Batch input session needs to be created. For creating a Batch Input Session, Go to main

menu in LSMW as shown in Fig-04 and click on next step:Create Batch input session and the following

screen will be displayed. Click on execute.


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Fig-26: Intermediate screen showing the file path for creating Batch input Session.

Once execute is clicked, system will display the following screen with the number of transactions

(Business Partners) being created.


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Fig-26: Intermediate screen showing the number of transactions created.

4.14 Run Batch input session

This is the final step where system processes the session to get all the data upload into the database

through the given transaction (here BP- creating a Business Partner). For this it takes to the session over

view screen as in Fig-27 and asks about the way of execution whether it should execute in the foreground

or in the back ground. So select the line item and click on process icon on top. A new window pops up as

shown. Then the type of processing mode needs to be selected. Processing mode Display errors only

has been used which would display any errors encountered during creating business partners.


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Fig-27: Session overview and selection of Processing Mode.

Once this step is processed, system will upload all the 450 Business Partners as in flat file into the

respective database tables.

In this document since BP transaction has been used, so it will create 450 Business Partners in SAP

CRM Database tables. To see the Business Partner data updated in the system use Transaction SE16

and follow the steps as displayed in Fig-28, Fig-29 and Fig-30. Now all the business partners along with

their relationship data can be seen that have been uploaded into the CRM System using Transaction

BP.


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Fig-28: Transaction SE16 and enter table BUT000


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Fig-29: Intermediate screen asking for certain criteria to display Business partners. Enter the criteria and

click on execute.


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Fig-30: Business partners uploaded into SAP CRM Database tables.

Configuration of CRM 7.0 Server with PI 7.0

By Praveen Kumar Kurni, Yash Technologies

As CRM server produces BDoc instead of IDoc, this conversion takes place in XIF adapter which is inbuiltin CRM. But XIF(EXTERNAL INTERFACES) is nothing to do with PI/XI in particular. It is inbuilt in CRMwhich handles conversion part. Im not discussing the steps that are required for conversion.

Summery of Configuration details for both servers CRM and PI.

CRM Server:

Logical system name:SAPCRD SAP + CRD (System Name)

RFC Destination : PICLNT001 (pointing to PI server)

Port : SAPPID with RFC destination PICLNT001

Partner Profile : Partner No: LOGSYS001 (Logical system of PI)

PI Server:

Logical system name: LOGSYS001


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RFC Destination : SAPCRD

IDX1 : SAPCRD

(Must be RFC destination: Probably Logical system name of CRM server)

IDX2 : Maintained

Configuration Steps:

1. RFC Destinations in CRM: Use TCode SM59

Provide the RFC Destination name preferably logical system name of the PI Server.

RFC Destination: PICLNT001

Connection Type: 3 ABAP Connection

Since we are connecting two SAP Servers we will go for this Connection type.

Under Technical Setting provide the following:

Target Host: pidev(Server Name)

System No: 00

IP address: 10.80. .(Actual IP Address of the PI server)

Gateway Host: pidev

Gateway Service: sapgw00(sap + gw + System No)

How to find out Gateway Service for any Server?

Open transaction SMGWand choose Go to -> Parameters -> Display.

Beneath Attributes there will be the entries 'gateway hostname' and 'gateway service'.

RFC Destination PICLNT001 in CRM


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Logon & Security:

We provide the login details of the PI server.

This facilitates the authentication to connect PI Server using particular RFC Destination: PICLNT001

Note:Beware with caps lock while providing password. If you test the connection with wrong password 3times PI server gets locked for this userwithout your knowledge.

2. Port Configurations in CRM: Use TCode WE21

Select Transactional and press create on the menu.

Provide the port name as SAPPID


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SAPPID SAP + PID (PI Development)

Provide RFC destination which we create in TCode SM59 PICLNT001

3. Partner Profile: Use TCode: WE20

Select the Partner type LS and press create.

Provide the following details

Partner No: LOGSYS001

Partner Type: LS

Under post processing permitted agent tab

Ty. US (User)

Agent: user name of CRM server


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Add the message type which you want to send from CRM to PI in outbound parameters table.Example: CRMXIF_PARTNER_SAVE_M

Note: CRMXIFin the message type this is due to XIF inbuilt adapter available in CRM.

Similarly add message type which you want to receive from PI in the Inbound parameters table

Partner Profile: Outbound Parameters

Provide the Receiver Port as SAPPIDPort name that we defined in TCode WE21

Select the option Transfer IDoc immediately option.

Provide the IDoc basic type for the message type.

With that we finish configuring CRM server.

Configurations in PI server:

1. RFC Destination in PI Server: Use TCode: SM59

RFC Destination: SAPCRD.

Connection type: 3ABAP Connection.

Target Host name : crmdev IP Address: 10.80. . (Actual system IP Address of CRM Server)

Gateway Host : crmdev System No: 00

Gateway service: sapgw00


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Login/Security:

Provide the Logon details of the CRM system.

2. Port: Use TCode: IDX1

Port: SAPCRD

RFC Destination : SAPCRD

Note: There should be only one port name that should be pointing CRM server with the system details.

Q. What happens if you provide you own name instead of RFC name as port name?

Please see handling error section of this tutorial.


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3. Meta Data Overview for IDOC Adapter: IDX2

Customer Distribution Model in CRM system: BD67

Handling common errors shown in SM58 of CRM 7.0 while sending IDocs

When we send IDoc from sender CRM server to PI server, error messages are issued in sending system(TCode SM58) for the function module IDOC_INBOUND_ASYNCHRONOUS. As we dont configure anysender IDoc adapter in PI server this is where we resolve IDoc related issues in common.

Lets discuss common errors cause and solutions for the same.

Error message: No service for system SAPCRD client 201 in the integration directory

Cause:There is no service without partyin PI server that represents CRM server with client details.

Solution:

We send IDocs from system CRD to PI. In the control record (Segment EDIDC40) of the IDoc, theSNDPOR (Sender Port) field contains the value "SAPCRD". The client of the sending system isdetermined by the MANDT field of the control record. The system ID and client are then used todetermine a service without party of the type (business-system/business-service)


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In System Landscape Directory(SLD) create a technical system for CRD system and assign a client forthe same. Dont forget to assign an ALE logical system to the technical system created. Create abusiness system for this technical system. Then Business System can be imported under service withoutparty/update the details existing in PI.

Error message. Transaction IDX1: Port SAPXYZ, client 201, RFC destination

Solution:

The Integration Server tries to load the IDoc metadata from the sending system. Standard IDoc schemasfrom the Integration Repository cannot be used because they are release-dependent.

As we discussed above Integration Server is determined by the value of the SNDPOR field from theIDoc control record. We will create a port in IDX1 in Integration Server, which is similar to that of the RFCDestination created in CRD. This must be unique and matching with RFC destination in CRD (for ex:SAPCRD) please avoid common names like RFCTOPI, RFC2PI.

This implies sender RFC destination in CRD and Port in Integration Server should be same. Then it canimport the IDoc metadata from the sending system using the SNDPOR field neglecting the standardIDoc schema that got imported in to PI.

Error m essage: "::000"

This error occurs if the central XI system tries to load the IDoc metadata from the sending system byRFC. But there might be several reasons for this error. Error is not transferred in full by the tRFCcompletely, so we get the above incomplete error.

Possible reasons for the above error:

1. user login fails for the sending system;2. Authentication failure for user login.

3. IDoctyp/Cimtyp cannot be loaded.

Check for the user login details and also which client is used for login.

Check with system administrator and assign necessary roles for the user.

Verify IDoc type in TCode : WE30 whether

New IDoc segments added are released.

Segments that no longer exist in IDoc should be removed.

Data elements that do not exist in the DDIC are assigned to fields in thesegment.

Error message: NO_EXEC_PERMISSION: "User" "Business System"

Solution:

Useris not in the list of Users list created in the directory who are authorized to use Business System

1 INTRODUCTION

1.1 ACTIONS


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Actions are used in maintaining and improving business relationships. We can schedule and startpredefined conditions with theActions component by means of user-definable conditions from transactionand marketing objects.

Actions use the Post Processing Framework (PPF), a Basis component, which can be automated with the

initiation of outputs, follow-on documents or workflows. Using the Actions tab page within a business

document, you can display a list of actions that can be included in the business transaction.

An action profile is determined from the corresponding transaction type or item category.

Actions are stored as action definitions within an action profile.

You can control action processing using different settings and parameters:

Action changeable or executable in dialog

Action displayed in toolbar (SAP GUI)

Processing time (when saving the document or via selection report)

Partner dependence

Determination technique

Action merging

Processing types (with entry of the desired form name)

1.2 FEATURES OF ACTIONS

You can define actions dependent on conditions so that the system automatically schedules and starts

them when the conditions are fulfilled. With actions you can:

Create follow-up transactions automatically

Execute changes in the transaction or marketing object currently being processed, for

example, create new items, or status inheritance by subordinate elements in marketing

objects

Output in print, by faxing or e-mail

Actions are displayed in transaction documents that support actions and to which an action profile is

assigned. You can display a list of actions scheduled for the document on the Actions tab page of a

transaction document. The following information is displayed in the list for each action:

Status (action scheduled, action processed)

Description (purpose of action)

Conditions (settings for action definition and conditions are displayed)

Creator, Creation date


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There are various processing types for actions:

Methods (Business Add-Ins)

Methods are Business Add-In (BADI) implementations. You can define your own BADIimplementation to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF is the

relevant BADI.)

Examples for standard methods include the following:

COPY_DOCUMENT (create a follow-up document)

COMPLETE_DOCUMENT (set status completed within document)

CREDIT_MEMO (create credit memo item)

REPAIR_ITEM (create a repair item) 1O_EVENT_CREATE (create a workflow event)

SAP Business Workflow

This is suitable for more complex processes, for example, a follow-up transaction that includes an

approval process.

Smart Forms

SAP Smart Forms must be used to print, e-mail or fax documents such as an order confirmation. You

can use the graphics tool, SAP Smart Forms, to design the layout of output forms.

SAP delivers several Smart Forms for outputs in SAP CRM:

Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters, and e-mail)

Form CRM_ORDER_LEASING_01 (suitable for faxes, letters, and e-mail)

Form CRM_OPPORTUNITY_01 (suitable for faxes, letters, and e-mail)

SAP Smart Forms offer the advantage of adapting forms without requiring programming knowledge,

thanks to a completely graphical user interface.

When you request a printout of a form, the application program obtains the relevant data to be used

and prints it on the form. Data retrieval and form logic are separated from one another.


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SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Smart Forms is

supported).

2.0 HOW TO CREATE AN ACTION

2.1 STEP-BY-STEP PROCEDURE

2.1.1 Enter into any SAP-CRM Server and move to Transaction SPRO.

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions ->

Actions in Transactions.


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2.1.3 To create an Action Profile Click on . First read the

documentation.

2.1.4 Now Press the Execute Button to start creating an Action Profile.


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2.1.5 Click . Enter the Details to create Action Profile.

2.1.6 Click . Enter the Details to create Action.


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2.1.7 Click . Enter the Details to set Action.


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In the Processing Time Details, there are 3 Options.

Processing Using Selection Reportgets started after a selection report is executed if the start condition

has been fulfilled.

Immediate Processing gets started as soon as the start condition is fulfilled.

Processing when saving a Document gets started when the document is saved.


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2.1.8 Click . Enter the Details to Set Up Partner Determination.

Partner Dependent makes this Action as dependent on Partner. The partner you choose is the one, for

which the action triggers. It first checks whether that Partner exists or not. If not, it throws an ERROR.

2.1.9 Click and select the Processing. The processing that we select is the one onwhich we want the Action to work on.


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Processing can be of various types such as:-

Select the one you want. For this case select Workflow.


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2.1.10 Click and Enter the Workflow Number that you want to assign with this Action.

2.1.11 Click and Enter Action Description.

2.1.12 Click and assign Schedule Condition.


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Schedule Condition decides whether an action should be scheduled for processing or not. An action istherefore generated only if the schedule condition is met. It is not mandatory to assign a schedulecondition.

Select anyone that suits your requirement and proceed further.


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2.1.13 Click and assign Start Condition.

Start Condition is checked before an action is executed. The Action is executed only if the StartCondition is satisfied.

Here you wont be able to assign a Start Condition; there is another tab in Actions where we can assignStart Condition.

2.1.14 Click and Action Configuration is complete.


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Click and save it in a Transport Request.

2.1.15 To assign Start Condition -> Go-to step 2.1.2 -> Click on Change Actions and Conditions -> DefineConditions.


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In Scheduling of Actions, find your ActionTest an Action Profile.

It shows you the entire Action that you created till now.

To assign start condition, Click on Start Condition Tab.


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Click Edit Condition to enter a condition.

Enter a Condition.


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Click .

Click on SAVE. Save it in the same Transport Request as Earlier.


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And hence, this completes your Action Profile Creation for a Workflow.

Similarly, we can create Action Profiles for other processing also.

Creation and Configuration of Business Partners

By Krishna Prathyusha Jataprolu, Accenture

Introduction

This document is the Business Process Design of the Business Partner Master data for SAP CRM. It

describes the interpretation of the SAP CRM object Business Partner (abbreviated BP).

Objectives

The aim of this document is to acquire all information needed for the customizing object BP in SAP CRM.

Business Partner

Defining Number Range

In this activity, you define number rangesfor business partners.

The defined number ranges are assigned to groupings in the Define groupings and assign numberranges activity. Number ranges for business partners are valid throughout a client.


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Procedure

1. Access the activity using one of the following navigation options:

1.

SAP CRM Role Menu Defining Number Range for Org Business Partners

Transaction code SPRO

IMG Path Cross-Application Components SAP Business Partner Business PartnerBasic Settings Number Ranges and

GroupingsDefine Number Ranges

2. Choose Change Intervals

3. Choose Insert Interval.


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4. Enter the Interval ID and range

5. Select Check Box Ext if External Number range is required

6. Save your Entries

Result:

The Number ranges are defined as needed for different kinds of roles of Business Partner.

Defining Groupings

Use

Assign each business partner to a grouping when you create the business partner. This groupingdetermines the number range.

You cannot change this assignment at a later stage.

Procedure

1. To carry out the activity, choose one of the following navigation options:

SAP CRM Defining Groupings


IMG path CRMCross-Application ComponentsSAP Business Partner


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Business PartnerBasic SettingsNumber Ranges and Groupings

Define Groupings and Assign Number Ranges

2. Choose New Entries.

3. Enter the grouping, short name, description, number range and select the check box External.

4. Save your entries.

Result:

All the Number Ranges defined are assigned to a group with a particular naming convention, which are used inGrouping Tab in Easy Access Screen of Business Partner.

Defining Business Partner Roles

Definition: Business Partner role

Rights and responsibilities that a business partner can have in various business transactions.

In this activity, you make the settings for the properties ofbusiness partner roles.

In the business partner dialog you can select from all of the business partner roles provided. If you onlywant to display certain business partner roles in the selection list, you can hide the other business partnerroles.

You can replace the standard title of business partner roles with customer-defined names

Procedure

1. To carry out the activity, choose one of the following navigation options

SAP CRM Defining Groupings


IMG path CRMCross-Application ComponentsSAP Business Partner

Business PartnerBasic SettingsBusiness Partner Roles

Properties of Business Partner Roles


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2. Select New Entries.

3. Select the required Business Partner Role.

4. Set the indicator Hideif the business partner role is not to appear in the selection list.

5. Define thepositionwhere the business partner role is to appear in the selection list.6. If you want to give the selected business partner role a different title to the standard title, enter the

required Customer titleunder Title.

7. Save your Entries

8. The following roles will be used in SAP CRM:9. Role Name Category (Person/Org/Group) Remarks

Employee Person Use of Standard role Employee


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Contact person Person Use of SAP standard role contact person

Sold to Parry Person/Organization Use of SAP standard role sold-to party

Prospect Person/Organization Use of SAP standard role prospect

Ship to Party Person/Organization Use of SAP standard role Ship to Party

Bill to Party Person/Organization Use of SAP standard role Bill to Party

Retailer Person/Organization This role will be used to register theretailers.

10.Result.11.All the Business Partner roles those the client wants to appear in the Easy access Screen

are defined and all those that are unwanted are hidden.

12.The Business Partner Roles are named in accordance with the clients requirement.13.Creating a Business Partners14.Procedure15. 1. Access the activity using one of the following navigation options:

SAP CRM Role Menu Checking Business Partners

Transaction code BPSAP Menu Master DataBusiness PartnerMaintain Business Partner

16.2. Go To create Person


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17.18. In the field display Role Choose sold to party and in Grouping Choose Customers Grouping

19. 3. Enter all the required data, like Title, Name, Address and also the data as required the other tabs


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20.21.4. Save the entriy.22.5. Repeat the same for different roles.23.Result.24.Business Partners are created with required roles.

25. Adding Web URL (like google.com, yahoo.com) in CRM UI26. By G.Vijayalakshmi, Accenture

27.Web URL (E.g. Google, Yahoo, etc) in CRM UI can be launched using transaction launcher28.Step1:

29. Step1a: Call Transaction SM30.Enter the View name: CRMV_IC_LTX_URL


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30.

31. Step1b:

32. URL ID: ZGOOGLE (any name starting with Z)

33. Description: Google

34. Request Method: Get

35. Click radio-button for Non-BSP URL

36. URL: http://www.google.com
http://www.google.com/http://www.google.com/http://www.google.com/


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37.

38.Savethe entry.

39. Step2:

40. Step2a:

41.Call transaction CRMC_UI_ACTIONWZ42.Or

43.IMG path CRM -> UI Framework -> Technical Role Definition -> Configure Transaction Launcher


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44.


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45.

46. Step2b:

47. Launch Trans. ID : Zlaunch_google.(Any name starting with Z)

48. Component Set : ALL49. Click on Continue.


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50.

51. Step2c:

52. Description : launch google

53.

Class name : ZCL_CRM_LAUNCH_GOOGLE (Any class name starting with Z).54. Activate checkbox for Stateful to show the URL in a new window.

55. Be sure that the checkbox Raise Veto is deactivated.

56. Click on Continue

57.


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58.

59. Step2d:

60.Choose URL Transaction (B) as transaction type61.URL ID: ZGOOGLE created in the URL repository.62.Continue


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63.

64. Step2e:

65. Skip screen for transaction parameters and activity clipboard by pressing Continue.66.End the wizard and press Complete.

67. Step3:

68. Step3a:

69. Execute Transaction CRMC_UI_NBLINKS

70. Or

71. IMG path CRM -> UI Framework -> Technical Role Definition -> Define Navigation Bar Profile


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72.

73. Select Define Logical Linksat the dialog structure on the left by double-click.

74. Create a new logical link:

75. Logical Link ID: ZGOOGLE

76. Type: Launch Transaction

77. Target ID: EXECLTX

78. Parameter ZGOOGLE

79. Parameter Class: CL_CRM_UI_LTX_NAVBAR_PARAM

80. Title: Google

81. Description: Google


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82.

83.Save the changes.

84. Step3b:

85. Select Define Direct Link Groups

86. Create a new entry87. Group ID : ZGOOGLE

88. Group Type : No Classification

89. Title : Google

90. Description : Google.

91.

92. Step3c:

93. Select Assign Linksat the dialog structure on the left by double-click.

94. Create a new entry

95. Logical link ID : ZGOOGLE (Which has been defined in Define Logical Links)

96. Position : 10

97. Save the changes.

98.

99. Add the link which was created in Define Logical Links.


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100.

101. Step3d:

102. Select Define Profile

103. Select profile corresponding to web UI

104.

105. Click Assign Direct Link Groupsat the dialog structure on the left

106. Create a new entry

107. Group ID : ZGOOGLE

108. Position : 30 (any position).


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109.

110. Step4:

111. Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business Roles ->Define Business Role.


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112.

113. Select business role ZWOOSALESPRO (the role which is assigned to user)

114.

115. Double-click on Visible Direct Group Links at the dialog structure on the left.

116. Click VisibleCheck Box corresponding to Group ID ZGOOGLE


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117.

118. Step5: In the Web UI the link appears as shown below.

119.

Configurations to open an external url (like SAP.com) from ICWebClient

Web URL inside CRM IC Web BSP view can be launched using transaction launcher. Follow the steps below:

First create URL ID using the path IMG->CRM->IC WebClient->Basic Functions->TransactionLauncher->Define URL's and ParametersHere by clicking on New Entries ,you need to create a URL ID, select 3rd radio button Non BSP URLand enter your web URL there. To keep it simple copy the existing URL ID SAP into your own withyour web URL for ex ZSDN

Now go back to Transaction Launcher and start the "Configure Transaction Launcher" WizardIn the Wizard when it prompts for Launch Transaction ID ,enter new transaction ID for ex ZTXID_SDNand click on 'continue ' and enter transaction class name for ZCL_TX_SDN

In the next screen under 'Transaction launcher Type' select 'URL Transaction' ,and under details areaselect the URL ID you have created in step 1. i.e ZSDN.Complete the wizard.

Now you need to map the URL transaction ID to Navigation Bar profile entries.For this go to 'Define Navigation Bar Profiles' under Basic Functions.Click on Define Entries ,enter the basic details and select 'Launch Trans' radio button and select thetransaction id created in step 2 . i.e ZTXID_SDN


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Add the above create entry to your Navigation Bar profile

Update IC Web Client profile with your Navigation bar profile

Launch IC web and you would see Web URL Navigation bar entry under Navigation Bar.

Difference between EEWB and BDT

BDT, among other things, is used to add/delete/disable fields in the BP transaction only. It does not create newobjects for the developer to play with. BDT as a separate unit in CRM (TCode BUPT) has several useful toolslike BP events which are useful at times.

Whereas EEW can extend several transactions in CRM including BP and it extends the business object bycreating several z-objects like an active BADi implementation, middleware objects like z-function moduleswhich you can use for coding your custom logic.

But there's a lot in common for BDT and EEW - they both create the field groups, views, sections and screenswhen you enhance an object. You can use BDT to change titles such as tab name or section name after youhave created the easy enhancement project for a particular object!

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