Activities in Fact Sheet

Hi!
When i choose standart ifo-block, which must show "Possobilities of Last N Months", i don't see only Possobilities (i think i must see only Opportunities in this info-block, am i wrong??), i see all documents for this partner. But i want to see only for example Opportunities or only Contacts. How can i do this?
Thanks.
Alex.

Hie Alx..
The entry id's
FACT_SHEET :Shows all relevant data for the interaction
FACTSHEETPARTNER:Last Contacts and Business Agreem
FACTSHEETBUAG:Contracts and Bills...
for customised view as you mentioned you can create a view similar to FaShAreaViewSet with some technical help
Cheers!
Please reward if helpful
Raj

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Fact Sheet generation - CL_CRM_GENIL_CONTAINER_OBJECT issue

Hi Guys,
We are utilizing functionality of an Activity Management to schedule appointments using Activity Scheduling and Standalone appointment creation as well. We did use automatic Fact Sheet attachments to the appointments.
We introduced an ad hoc generation of PDF Fact sheet attachments into the appointments. We are testing our custom solution but we experienced one issue caused by SAP standard code.
Let me summarize our settings first
1.We turn off automatic FS generation in IMG CRM->Transactions->Settings for activities->Attach Fact Sheet to activities
(Role)G:ZZ:CRM1:SLS_USER; (Trans.Type)Z100; (Short Descriptio)Visit; (Language)EN; (AttchAutom)blank; (AttachMan) flag
2.We do use custom smartform ZCRM_FACTSHEET that is a copy of CRM_ACC_ACCOUNT_OVERVIEW_PRN
3. We created new class ZCL_UIU_PRN_ACCOUNT as a copy of CL_UIU_PRN_ACCOUNT
4. in View CRMV_PRN_CONTROL we have maintained following entries (Role)G:ZZ:CRM1:SLS_USER; (External Object Name)BuilHeader; (Form name) ZCRM_FACTSHEET; (Class/Interface)ZCL_UIU_PRN_ACCOUNT; (View) blank
5. in cluster CRMVC_BUIL_PRT we have maintaned following Related objects ro (Role)G:ZZ:CRM1:SLS_USER and (Ext. Object Name) BuilHeader
(External Object Name)BuilActivity-(Field name)ACTIVITIES; BuilAddress - ADDRESS_OVERVIEW; BuilContactPerson - CONTACTS; BuilInteractionHistory - HISTORY; BuilRelationship - RELATION_TYPES; BuilSalesArrangement - SALES_AREAS
Our custom program ZFCRM_CREATE_FACT_SHEET is basically selecting relevant appointments; Reading information about main partner using FM CRM_PARTNER_READ_OW and calling FM CRM_UIU_BP_PRINT_BACKGROUND. All export parameter are properly filled in.
This FM is basically calling our Z class ZCL_UIU_PRN_ACCOUNT based on above customizing. For simplification reasons imagine that ZCL_UIU_PRN_ACCOUNT is exact copy of standard SAP class CL_UIU_PRN_ACCOUNT where CL_UIU_PRN_ACCOUNT is its superclass
The issue is with the method COLLECT_DATA and section of the code
lr_collection = lr_buil_entity->get_related_entities(
iv_relation_name = <ls_model>-relation_name ).
that returns data for internal tables lt_activities(open activities) and lt_history(closed activities). If we have scenario when we have 3 open and 8 closed activities:
a. When I generate the Fact Sheet from an Account directly in Web UI CL_CRM_BOL_CORE->get_related_entities is returning 3 records for lt_activities(open activities) and 8 lt_history(closed activities).
b. When I called it from our Z program the CL_CRM_BOL_CORE->get_related_entities is returning 11 records for lt_activities(open activities) and 11 lt_history(closed activities). It means mixed bag. And this is the issue.
I did analyze the standard SAP code and the section containing below
code is responsible for the mismatch
try to read children
if IV_RELATION_NAME is initial.
if IV_OWNED_ONLY = ABAP_TRUE.
LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_OWNED_CHILDREN( IV_AS_COPY = TRUE ).
else.
LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_CHILDREN( IV_AS_COPY = TRUE ).
endif.
elseif LV_MODE ne CL_CRM_BOL_ENTITY=>BYPASSING_BUFFER.
get relation state
>>this code>> LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_RELATION( IV_RELATION_NAME =
IV_RELATION_NAME
IV_AS_COPY = TRUE ).
read table IV_ENTITY->MY_MANAGER_ENTRY->RELATIONS with table key
RELATION_NAME = IV_RELATION_NAME
assigning
<REL_STATE>.
endif.
CL_CRM_GENIL_CONTAINER_OBJLISTCP->CONSTRUCTOR
data: LS_RELATION type GTYPE_RELATION,
LV_PARENT type ref to CL_CRM_GENIL_CONTAINER_OBJECT,
LV_ENTRY type ref to IF_GENIL_CONTAINER_OBJECT,
LV_CHILD_PROXY type ref to CL_CRM_GENIL_CONTAINER_OBJECT.
field-symbols: <REL> type CRMT_GENIL_CONT_RELAT
>>this code>> read table IV_PARENT_DATA_REF->RELATIONS assigning <REL> with table key RELATION_NAME = IS_FILTER-RELATION_NAME.
Table IV_PARENT_DATA_REF->RELATIONS is not filled for scenario b. at all. It is filled for scenario a. For our scenario b. it is missing relationships and that's the reason why we got mixed activities in BuilActivityRel and BuilHistoryRel..
Did you come across similar bug or do you know which note could potentially resolve this issue?
Thank you in advance.
-Milan

You might have to put breakpoint in function module CRM_UIU_BP_PRINT_BACKGROUND
Check the values in parameter - IT_BOL_RELATION
Also check values returned from querying table crmc_prn_contr2 (its at line 76 in our system).
Thanks,
Alwyn

Fact sheet in BP, Activities

Hi All
did anyone work on fact sheet delivered by SAP for business partners. I checked the config guide for business package but no where it mentioned configuration for fact sheet in Business partners, activities and opportunities. When I click on the fact sheet in the tool bar it is not even giving me any error. For my portal BW server is already configured and the parameters are fine. Do You guys have any suggestions for me.
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I'm back from a much delayed vacation.
One thing to remember when using CRM Object Links with the Portal. When you click on Factsheet or any object links you can turn off multi-windows by maintaining the table CRMC_PRT_CUSTOM.
Add the entry SINGLE_WINDOW_SWITCH_CRM_BSP with text'X' to turn of multi-windows.
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Hi,
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by the why, what CRM release you are on?
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I am tring to configuration factsheet in portal. I don't want to use BW iview for that i just want to show the lead and activities for the Business partner.
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Hi,
Iam to view a fact sheet in the portal and i get this error. I understand there may not be the portal components. I am not sure how to go about.
Portal Runtime Error
An exception occurred while processing a request for :
iView : pcd:portal_content/com.sap.portal.migrated/ep_5.0/pages/com.sap.pct.crm.accounts.FactSheet/com.sap.pct.crm.factsheet.LastSalesDocuments
Component Name : null
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Fact sheet not visible in new Z business role

Hi all,
On creating a new Z marketing professional role after copying from the standard role, I am not able to find the option of viewing the Account Fact Sheet under the link "More" in the customer master. i didnt find any customizing wherein I could assign the fact sheet to the business role.
I've assigned the fact sheet to transaction types under Settings for activities but didnt work out. Any further settings ??
Deserving points to be rewarded, Regards,
Jacob.

Jacob,
check note 1040229.
you have to maintain cluster view CRMV_BUIL_PRT (tx sm34)
there you have to link your newly created business role (its PFCG role) to the form view CRM_ACCOUNT_OVERVIEW_PRN
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should work this way
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Account fact sheet, print version (PDF). Query regarding output blocks.

I have looked at OSS Note 1066280 which explains exactly how to config the PDF fact sheet. However, on looking at the view or using the SPRO path I can see that there are currenty no settings in place at the moment. i.e. the view/SPRO is showing no data.
However, when looking at the appropriate Smartform I can see blocks for:
Opportunities
Activities
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Contact Person
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Regards
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Edited by: Jason Stratham on Apr 20, 2010 1:46 PM

I think my question might be answered when I look at table CRMT_BSP_PRINT.
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Dispaly Fact Sheet in Activity Transaction

Experts please explain the steps to dispaly fact sheet in activity transaction in webUI?

Check the following SAPNote:
https://service.sap.com/sap/support/notes/1066280
Solution
PDF Account Fact Sheet in Activities can be generated in 2 ways. One is when the user saves the Activity and the other is when the user clicks on the button 'Attach PDF Account Fact Sheet'. In Order to generate PDF Account Fact Sheet in Activities the following Customising needs to be maintained:
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