Configuring CRM factsheet in PCUI

Hi all
i am working with CRM 5.0 and EP 7.0.i am using BSP application for creating iViews.In application crmd_bus2000126 there is a factsheet button.This button doesn't work.
Do i need to make any changes in settings for this to work?
How is factsheet related to business partner cockpit?
What configuration need to be done at functional level?
thanks & regards
shankar

Fact sheet is a BSP application and can give a 360 degree view.To create the fact sheet ,views can be used.
A view is dependent on the selected business object. You can create views as forms or lists. Multiple iViews associated with a business object are combined in portal pages and are displayed as a fact sheet..
To create the i-views ,use the Business Package functionality,in this some views are already defined.
While Business Partner Cockpit enables you to view and information while transaction Processing or Business Partner maintainence.It contain a list of of favourite business partner and quick link to their transactions.
Regards
Priyadarshan

Similar Messages

CRM Factsheet Iview Configuration....

Hello,
I am configuring CRM Factsheet Iview in EP 7.0.
I have created an iview with the Factsheet Iview Template
"CRM PDV based Factsheet Iview", which has parameter
"Infoblock".
I have specified value of the Infoblock parameter for the same but when i try to preview or assigned that iview to user then in display it shows me the "Select the Business Object". It doesn't show any contents for those Iviews.
Is there any other parameter required or what could be the reason???
Anybody have any idea regarding this please reply !
awaiting reply !
Smita
Edited by: smita thorat on Dec 18, 2007 2:16 PM

Hi Nikhil,
For which business role this factsheet appears presently?
Just to give you pointer "Account factsheet customizing is defined under sm34 view "CRMVC_BUIL_PRT", in this customizing PDF smart forms and corresponding factsheet handler classes are registered against PFCG roles, which inturn assigned to business roles.
there could be similar view available for your requirement where we can maintain factsheet based on roles.
Cheers,
Sumit Mittal

CRM Factsheet configuration

Hi All,
I need to configure CRM Factsheet ISU_BUPA_FS in my custom business role.
Currently its visible in only one business role.
How can I make it available on other business roles.
Thanks
Nikhil

Hi Nikhil,
For which business role this factsheet appears presently?
Just to give you pointer "Account factsheet customizing is defined under sm34 view "CRMVC_BUIL_PRT", in this customizing PDF smart forms and corresponding factsheet handler classes are registered against PFCG roles, which inturn assigned to business roles.
there could be similar view available for your requirement where we can maintain factsheet based on roles.
Cheers,
Sumit Mittal

SAP CRM 5.0 (PCUI): 'Survey could not be found'

<u>Surveys in CRM 5.0 (PCUI):</u>
I want to use surveys in PCUI. In SAP GUI everything works fine but in PCUI the following error message occurs: 'Survey could not be found' . What additional customizing is necessary to work with surveys in PCUI?
Thanks in advance

Hi,
BSP is selected but what needs to be done additionally to create a survey 'web enabled'.
Thanks in advance.
Regards
André

Unale to configure CRM with PI

Hi Experts,
I'm facing problem in configuring CRM server with PI server for sending IDOCs
Could you provide me with the step by step procedure ALE/IDOC configuration
Thanks
Praveen

Hi Praveen,
Steps to be done:
1. create LS for your SAP R/3 system
2. LS for your SAP XI system
3. Create Business system for the SAP R/3 system in the SLD ( Assign LS to the TS associated with this BS)
4. Create RFC destination (SM59) and port(WE21) pointing to SAP XI in SAP R/3 system
5. Create RFC destination (SM59) and port(IDX1) pointing to SAP R/3 in SAP XI
6. Create Partner profile WE20 in SAP R/3
7. Complete your COnfig in integration Repostioruy and Directory.
To check ALE Settings:
1) RFC Destination (SM59)
a) Choose create.
b) Specify the name of the RFC destination
c) Select connection type as 3 and save
d) In the technical settings tab enter the details SAP SID/URL and system number#.
e) Enter the Gateway host as same details above SID/URL.
f) Gateway service is 3300+system number#.
g) In the Logon /Security tab, enter the client user & Password details of Destination system.
h) Test the connection and remote logon.
2) Create Port (IDX1)
a) Select create new button
b) Enter the port name as SAP+SID (The starting char should be SAP)
c) Enter the destination client.
d) Enter the RFC Destination created in SAP R/3 towards other system.
e) Save
3) Load Meta Data for IDOC (IDX2) a) Create new
b) IDOC Message Type
c) Enter port created in IDX1.
SAP R/3
1) RFC Destination (SM59)
a) Choose create.
b) Specify the name of the RFC destination
c) Select connection type as 3 and save
d) In the technical settings tab enter the details SAP SID/URL and system number#.
e) Enter the Gateway host as same details above SID/URL.
f) Gateway service is 3300+system number#.
g) In the Logon /Security tab, enter the client user & Password details of Destination system.
h) Test the connection and remote logon.
2) Create Port (We21)
a) First Select Transactional RFC and then click create button
b) Enter the destination port name as SAP+SID (The starting char should be SAP)
c) Enter the destination client.
d) Enter the RFC Destination created in SAP R/3 towards other system.
e) Save
3) Create Partner Profile (WE20)
a) Create New
b) Create the Partner no. name as same the logical system name of the destination system.
c) Select Partner type LS
d) Enter details for Type: US/USER, Agent, and Lang.
e) Click on the + button to select the message type.
f) Select Partner no. and LS which ever create above.
g) Select Message type
h) Select Process code related to the Message type.
I) save.
In SLD
TS for R/3 (Logical system):-Assign the client name created in R/3 as Logical system Name.
Ts for Third Party (Logical system):-
BS for SAP R/3 (Logical system):- Assign the client name created in R/3 as Logical system Name.
BS for Third Party (Logical system):-Enter the XI logical system name.
Go thru this -
configuration steps for receiving idoc in xi from r/3
Go thru these for Idoc to XI scenarios-
Introduction to IDoc-XI-File scenario and complete walk through for starters.
IDOCs (Multiple Types) Collection in BPM
Regards,
Swathi
Edited by: swathi suresh on Sep 5, 2008 1:44 PM
Edited by: swathi suresh on Sep 5, 2008 1:46 PM

How to configure Account Factsheet?

Hi,
I am in need to configure account factsheet for the business requirement and if there are any links for this functionality (IC WebClient) please help me out.
<removed_by_moderator>
Thanks and Regards,
Rao
Moderator Message: Please review rules of engagement before posting further.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/home/rulesofEngagement
Edited by: Stephen Johannes on May 15, 2009 8:23 AM

Hi Rao,
For the SAP IMG Customization activity, you can have a look a the following SPRO link for the Account Fact Sheet Configuration.
SAP IMG -> Customer Relationship Management -> UI Framework -> Factsheet -> Maintain Factsheet.
You can get the SAP Help link at: http://help.sap.com/saphelp_crm60/helpdata/en/52/cff837a9aae651e10000009b38f8cf/frameset.htm
Hope this helps.
Thanks,
Samantak.

Preqs for configuring CRM sales

I wish to know the preqs of configuring CRM w.r.t sales.
Please help me out.
Regards,
KK Fletcher

Fletcher,
Your question is too generic..Can you be a lil specific. Are you expecting an answer from a system config point of view?
As per my interpretation here is what i can say...
For all configurable products that were created in the R/3 system, you must create a knowledge base and a respective runtime version. You must then export these to the CRM system.YOu may see Note 741586.
After every change you make to the configuration model in the R/3 system, you must create a new runtime version and export it to the CRM system to ensure that you always have consistent models in the CRM system and the R/3 system.
Model changes that include changes to the master data, such as deleting a BOM item for example, are always critical and you should avoid them if possible.
In addition, you must maintain the price determination data correctly for the document type in the CRM system because configuration only works if the pricing for the document header runs correctly. See Note 743918.
This is an excerpt from an OSS note.
Julius

Custom Configuration - CRM Email Center

Details what it’s occurring:
1. In Email Center Custom Configuration, I created a new server group: EMC Desenvolvimento
2. I created the Database Server: OEDES
3. The DBA confirmed that the Global Name of the Data base is “OESDES”.
4. I made the Custom Configuration of the Database Server, I typed name “OEDES” in the
Database Global Name field and clicked update.
5. After that, when creating the link to Email Server Database for OO user, the following message appears:
“An error occurred while creating the database link due to invalid Database Global
Name. Please go to the Database Server page and enter a valid Database Global
Name.”
6. I found in Help link the “Creating the Database Server” text- item 9:
In the Database Global Name field, type the global name of the OES database. This value can be obtained from the GLOBAL_NAME table. It is
typically a combination of the database SID and the domain name. This field is
not case sensitive.
7. Being thus, I typed in the Global Name field a combination of the database SID and the domain name: “OESDES.<domain name>”.
Other message appeared:
ORA-00933: SQL command not properly ended ORA-06512: at "SYS.DBMS_SYS_SQL", line 906 ORA-06512: at "SYS.DBMS_SQL", line 39 ORA-06512:
at "APPS.IEM_DBLINK_PVT", line 302 ORA-00933: SQL command not properly ended
ORA-06512: at line 1
The db link has been created into the CRM database when I've done the Email
Center configuration.
CRM database:
SQL>select db_link,username from dba_db_links;
OESDES.<domain name>@APPSTO_OO OO
OEDES.<domain name>@APPSTO_OO OO
OESDES.<domain name>@APPSTO_ORA ORAOFFICE
Email database:
SQL>select * from GLOBAL_NAME;
GLOBAL_NAME
OESDES.<domain name>
What happened?
lhorta.

Hello All,
Appreciate if you could provide any pointers. I think this either mite be related to the code link property of the iview or the PCD path of pages/roles which we do in CRM SPRO.
Regards
PN

CRM factsheet and BI 7.0 Web-Templates in Federated Portal Network Scenario

Hi All,
i have some essential questions regarding a Federated Portal Network Scenario.
Our costumer works with 1 CRM-Portal (CRM 5.0, EP 7.0) and 1 BI-Portal (BI/EP 7.0).
He decided to implement a Federated Portal Network, using the CRM-Portal as the Consumer-Portal.
In the CRM-Portal we are working with the Business Package for SAP_CRM which also comprises Reports that are called from the BI.
The BI-Reports (BI 7.0 Web Templates) are now stored in the BI-Portal
How i can assign these BI-Reports (producer) into the factsheet of the CRM-Portal (consumer)?
Is that generally possible that the facsheet of the Consumer Portal (CRM) works togehther with BI 7.0 Web Templates from the Producer-Portal (BI)?
Best regards
Mustafa Darwish

It's been solved.
See note: 1058268 - BI 7.0 WebTemplates do not run in CRM 5.0 specific iViews

Configuring CRM business Package - 4.0 60.2.3 and ISA on EP6SP11

Hi all,
We have installed CRM business Package - 4.0 60.2.3 on EP6 SP11. For which we have created SAP_CRM system, filled in the all required parameters like application host, gateway service, client no, user authentication type etc.( Not ISA related parameters).
Now some of the iViews throws "GenericISAComponent" error. I suppose its because we haven't configure ISA system for the same.
Can anybody help me in how to configure ISA System for CRM business package. Do i have to create new system or i have to fill in ISA parameters of SAP_CRM system.
Thanks and regards,
Prath.

Hello James,
Thanks for the prompt reply...
But my question is whether I have to make these changes in SAP_CRM system itself or should i create new system namely ISA_B2B,SHOP_ADMIN,ISA_B2R etc.
With regards,
Amol.
Note : If you have already configured the CRM business package, please send me the documentation or the screen-shots of the system defined in portal on my e-mail id([email protected])

Configuring CRM BP creation and HCM 0105 Infotype update from IDM

Hello Experts,
Can somebody please advise me the standard documentation for creating BP , Updating HR infotypes into backend CRM or HCM system ?
Is there any document where I can read about business suite connector tasks in IDM ?
Thanks & Regards
Deepak Gupta

Hello Deepak,
from a technical viewpoint the toSAPIdentity pass is used to update BP in Business
Suite Systems like CRM/SRM. For more information on this see the main IdM Documentation
page SAP Identity Management 7.2 Documentation ->
Identity Management for SAP System Landscapes: Configuration Guide
and
Extending the SAP Provisioning Framework
Hope this helps.
Regards,
Chris

Configuring CRM Business Package

Hi there,
I am new to EP. Anyway I am currently trying to install a CRM Business Package 4.0 60.2 onto our EP. I think I have successfully imported the business package. I am now configuring it using the guidelines in saphelp.
I am working on the section: 'Syatem Mapping Service'. I am not sure what this section is required. I tried following the steps to 'Enable the System Mapping Service' however on step 4 I cannot locate the 'com.sap.pct.crm.core.services' folder in the 'Service Configuration' section of the portal. Does this mean I ahve not installed the business package properly?
I did a search in the EP server and found a smilar file in the folder: EPFolder\j2ee\j2ee_no\temp\transport\import\EPT and the file is named 'com.sap.pct.crm.core.services.par.ept'. Does this mean anything to anyone?
Any help or advice would be much appreciated.
Many thanks
JoJo

Hi Jo Jo
Which document you are using to follow the steps?
Can you send the lisk for the document
Thanks
Vj

Configure CRM, what books to read? (starter question)

Hi, I'm complete new to SAP. I read now many basis books what give me a overview about SAP. But what is not clear, and i want to know what books or other source you can recommend.
I want to learn how configuration works. Sample; In CRM there can be a complaint or service request. Assume, a delivery exist out of 100 products, but only 98 are delivered. The user file in online a complaint and the employee decide to give money back. When the employee fill in a "credit form" (or someting) SAP should automate the credit ..
This is a simple sample, but how i can learn to configure such event? (what book at sap-press.com does cover this kind of things) or where i can find how this kind of things exactly works?

Hi,
You can download the config guides from Service mkt place.
Good luck.

Importing CRM 4.0 PCUI 602

Hey !
I am importing PCUI and getting this error:
76 / 1125 - Migration of: /com.sap.pct.crm.gen.DetaiNavigation.ivu
05.07.2006 16:22:04 WARNING: Object was migrated with WARNINGS: PortalNavigation iView was ignored, no iView based on this PAR file should be created
Time for object 16 Milliseconds
This error makes a lot of warnings due the rest of the import like:
522 / 1125 - Migration of: /com.sap.pct.crm.chanmgr.anlytcs.orcuovw.pag
05.07.2006 16:24:08 Page com.sap.pct.crm.chanmgr.anlytcs.orcuovw was created successfully!
05.07.2006 16:24:08 WARNING: IView [portal_content/com.sap.portal.migrated/ep_5.0/iviews/com.sap.pct.crm.gen.DetaiNavigation] was not found, Reason: javax.naming.NameNotFoundException: Child not found: com.sap.pct.crm.gen.DetaiNavigation at portal_content/com.sap.portal.migrated/ep_5.0/iviews [Root exception is javax.naming.NameNotFoundException: Child not found: com.sap.pct.crm.gen.DetaiNavigation at portal_content/com.sap.portal.migrated/ep_5.0/iviews], not adding it to page
05.07.2006 16:24:08 WARNING: IView : portal_content/com.sap.portal.migrated/ep_5.0/iviews/com.sap.pct.crm.gen.DetaiNavigation was not created in pcd, cannot be added to page :com.sap.pct.crm.chanmgr.anlytcs.orcuovw
05.07.2006 16:24:08 Page layout name is com.sap.portal.fullWidth
05.07.2006 16:24:08 Added iView to page in Container : com.sap.portal.reserved.layout.Cont1, iView :com.sap.pct.crm.chanmgr.salesstatbob
05.07.2006 16:24:08 Added iView to page in Container : com.sap.portal.reserved.layout.Cont1, iView :com.sap.pct.crm.chanmgr.ordersobperpart
05.07.2006 16:24:08 SUCCESS: Object was created successful. page id : com.sap.pct.crm.chanmgr.anlytcs.orcuovw, page title : Overview - Orders from Customers
Time for object 1000 Milliseconds
Can someone help me out with this?
Best Regards
Kristoffer Engh

This issue is that of a portal. While migrating the Business objects it is not completely done. Please try importing the Business package necessary from this site and to work with it.
Hope this helps you,
Regards,
Shailaja

CRM 5.0, PCUI and Webclient texts

Hi,
This is my first post so I apologise if I break any conventions. Can anybody recommend a decent book or books for the above? We are currently in implementation on CRM 5.0 as part of local government (to be used as an interaction centre), and all the books I've seen to read up on things seem to be for CRM 4.0 still. Am I better off waiting until the new versions of the books come out, or are version 4.0 and 5.0 similar enough for me to get a book based on CRM 4.0?
Thanks!
Andrew G.

Hi Ravela,
I tried it. But not resolved yet. I have IE7.0 installed and CRM 5.0 is of SP 09. I am not sure if this is compatible. Any inputs would be appreciated. I checked in the PAM but it says for IE7.0 EP7.0 should be of SP10 (min). But am trying it from Backend am not able to resolve it.
thanks!

Configuring CRM factsheet in PCUI

Similar Messages

Maybe you are looking for