CRM Config

7/28/2019 CRM Config

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1 INTRODUCTION

1.1 ACTIONS

Actions are used in maintaining and improving business relationships. We can schedule and startpredefined conditions with the Actionscomponent by means of user-definable conditions from transaction

and 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)


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Conditions (settings for action definition and conditions are displayed)

Creator, Creation date

There are various processing types for actions:

Methods (Business Add-Ins)

Methods are Business Add-In (BADI) implementations. You can define your own BADI

implementation 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.


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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.

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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Action Profiles in SAP-CRM

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2.1.5 Click . Enter the Details to create Action Profile.


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2.1.6 Click . Enter the Details to create Action.

2.1.7 Click . Enter the Details to set Action.


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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.

Action Profiles in SAP-CRM

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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 Action Test 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 PartnerDefining Number Range

In this activity, you define number ranges for business partners.


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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.

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 Partner Basic Settings Number Ranges and

Groupings Define 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:


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The Number ranges are defined as needed for different kinds of roles ofBusiness 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 CRM

Cross-Application Components

SAP Business Partner

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.


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In this activity, you make the settings for the properties of business 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

2. Select New Entries.

3. Select the required Business Partner Role.


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4. Set the indicator Hideif the business partner role is not to appear in the selection list.5. Define the positionwhere 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

Creation and Configuration of Business Partners

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The following roles will be used in SAP CRM:

Role Name Category (Person/Org/Group) Remarks

Employee Person Use of Standard role Employee

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 the retailers.

Result.

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.

The Business Partner Roles are named in accordance with the clients requirement.


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Creating a Business Partners

Procedure

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

SAP CRM Role Menu Checking Business Partners

Transaction code BP

SAP Menu Master Data Business Partner Maintain BusinessPartner

2. Go To create Person


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

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


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4. Save the entriy.

5. Repeat the same for different roles.

Result.

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

By G.Vijayalakshmi, Accenture

Web URL (E.g. Google, Yahoo, etc) in CRM UI can be launched using transaction launcher

Step1:

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

Step1b:

URL ID: ZGOOGLE (any name starting with Z)

Description: GoogleRequest Method: Get

Click radio-button for Non-BSP URL

URL: http://www.google.com


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Save the entry.

Step2:

Step2a:

Call transaction CRMC_UI_ACTIONWZ

Or

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


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Step2b:

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

Component Set : ALLClick on Continue.


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Step2c:

Description : launch google Class name : ZCL_CRM_LAUNCH_GOOGLE (Any class name starting with Z). Activate checkbox for Stateful to show the URL in a new window. Be sure that the checkbox Raise Veto is deactivated. Click on Continue


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Step2d:

Choose URL Transaction (B) as transaction type

URL ID: ZGOOGLE created in the URL repository.

Continue


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Step2e:

Skip screen for transaction parameters and activity clipboard by pressing Continue.

End the wizard and press Complete.

Step3:

Step3a:

Execute Transaction CRMC_UI_NBLINKS

Or

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


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Select Define Logical Links at the dialog structure on the left by double-click.

Create a new logical link:

Logical Link ID: ZGOOGLE

Type: Launch Transaction

Target ID: EXECLTX

Parameter ZGOOGLE

Parameter Class: CL_CRM_UI_LTX_NAVBAR_PARAM

Title: Google

Description: Google


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Save the changes.

Step3b:

Select Define Direct Link Groups

Create a new entry

Group ID : ZGOOGLE

Group Type : No Classification

Title : Google

Description : Google.

Step3c:

Select Assign Links at the dialog structure on the left by double-click.

Create a new entry

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

Position : 10

Save the changes.


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Add the link which was created in Define Logical Links.


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Step3d:

Select Define Profile Select profile corresponding to web UI

Click Assign Direct Link Groups at the dialog structure on the left Create a new entry Group ID : ZGOOGLE Position : 30 (any position).


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Step4:

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

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


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Double-click on Visible Direct Group Links at the dialog structure on the left. Click Visible Check Box corresponding to Group ID ZGOOGLE

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

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


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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 Parameters

Here 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

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 new

objects for the developer to play with. BDT as a separate unit in CRM (TCode BUPT) has several useful tools

like BP events which are useful at times.

Whereas EEW can extend several transactions in CRM including BP and it extends the business object by

creating several z-objects like an active BADi implementation, middleware objects like z-function modules

which 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 screens

when you enhance an object. You can use BDT to change titles such as tab name or section name after you

have created the easy enhancement project for a particular object!

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