Assigning the SAP CRM 7sales transaction type to view in WEB UI?

Hi CRM Experts,
Can anyone show me th path or TCode, where the Business transaction types (Leads, Quotation and orders) are assigned in the backend of SAP CRM to reflect the same in the front end i.e.,  WEB UI?
Would appreciate responding  ASAP.
Regards
Succhi

Yes, as Jan said, this is done in basic customaziong of transaction types under spro>crm>transactions>basic settings>define transaction types. There you define for each transaction type the Transaction Category that it is using. Like for lead it is BUS2000108, for opportunity it is BUS2000111 and for quotations and orders it is BUS2000115. Quotations and orders have the same transaction category but then it depends on the customization of item categories that are assigned to the transaction type if they behave as order or as quotation.
Regards.

Similar Messages

  • CRM Service Transaction Types availability in ECC table CRMC_SRV_BILL_PR

    Dear experts
    I need to customize ECC IMG object CRM_SRV_BILL_MAP (SPRO -> Integration with Other mySAP.com Components -> Customer Relationship Management -> Settings for Service Processes -> Billing Integration -> Map Transaction Types and Item Categories).
    This is to map SAP CRM Service Transactions to SAP ECC Sales Orders for triggering Debit/Credit Memos based on Service Orders. However, the table in which CRM Service Transaction Types are stored is empty (CRMC_SRV_BILL_PR) - how to we get the data in there?
    For some reason, we have one client where this info is available, in another one it's not. We are not sure whether this might be a download object, or if customizing on ECC side is required?
    Thank you in advance for all helpful replies!
    Christian

    Hi,
    As far as my knowledge goes in this area, i have worked on this in my previous project with R/3 version being 4.7. We have had to manually maintain the configuration in the table that you are reffering to. So you would need to maintain the document type to be created and also assign the item categories acordingly.You will ofcourse need to configure the document types and item categories that are relevant to create a debit/credit memo in R/3. Also, you will need to map the CRM item categories to the R/3 credit/debit item categories.
    Hope this helps
    Shiloo

  • Difference between SAP/APO/DP and the SAP/CRM solution for forecasting

    Hi,
    Can you please help me identifying the main differences between SAP/APO/DP and the SAP/CRM solution for forecasting? Advantages and disadvantages?
    Thanks a lot

    Hi LCD777,
    Forecasting at DP & CRM are altogether at different entities.  CRM involves webbased data transfer mechanism tool whereas DP is database/livecache driven tool.
    In CRM, you dont get optimised solution of forecasting out of it whereas in DP you can get as much as
    optimised solution & flexibility as per your requirements.
    DP is majorly a forecasting tool where in huge statistical method functionalities are embedded in
    whereas CRM is majorly a transactional tool wherein it involves gathering of forecast data and executing it.
    Typically, CRM will be integrated with DP containing GATP environment & ECC so that DP will plan for forecast data, ECC system drives sales order data & GATP calls for availability check and finally
    the forecast execution& transactions will be controlled by CRM
    Regards
    R. Senthil Mareeswaran.

  • How the Company Code determination happens in the SAP CRM

    Hi,
    Friends ,
    How the Company Code determination happens in the  SAP CRM ?
    Regards,
    VCS

    Hi VCS,
    company code is determined in the following ways,
    Sales org created in CRM is linked to Sales org in ECC, where it is diretly linked to Company code in ECC.
    Secondly, Billing units in CRM are assgned to CC, you can see this under Master data-> Cross system org units-> Biling units to CC
    Regards,
    Seshu

  • Procedure to replace the SAP CRM logo

    Procedure to replace the sap crm logo with client logo?

    Hello,
    You shoud check the following document in the service market place(#). In page 25 of this document, you'll find how to change logo.
    http://service.sap.com/rkt-crm
    -> SAP CRM 2007
    -> Technology
    -> Step 2: Prepare for your project
    -> How-to Guide Copy and Adjust Skins
    Hope this helps.
    Edited by: Yasushi Kohsaka on Aug 26, 2008 12:54 PM

  • The customizing navigation for transaction type 165

    Hi All,
    Could anyone show me the customizing navigation for transaction type 165?
    Thanks a lot

    Hi,
    transaction AO73:
    CU:
    -> Asset Accounting
    -> Transactions
    -> Acquisitions
    -> Define Transaction Types for Acquisitions
    regards Bernhard

  • CRM Specific Transaction Types in the Transaction Launcher

    I want to use the transaction launcher to create specific CRM transaction type (example: 0000 - Business Activity) logical links to be available for use in work center pages.  I would like the ability to directly create these transactions (from the work center page) instead of selecting the "Create" link and choosing from the list of available transactions.  Any suggestions?
    Thanks,
    Bryan

    Hi Bryan,
    You can do so by selecting/adjusting Direct Links under 'Adjust Direct Link Groups>Adjust Direct Link>Create' option for any selected business role. You can do this activity using Tx: CRMC_UI_PROFILE
    Hope this helps your query.
    Regards,
    Mohan

  • How to stop the sap crm search in the middle if it takes more time

    Hi,
    We are in SAP CRM 7.0  EHP1.
    In webui, if we search for any customer, product, contact, transactions and the volume of results list is more, system takes more time to diplay it in results list and till that time wheel spins. If user decides to stop the search, the only option they have is logoff or F5 which will take to new session.
    But I came to know in EHP1, options are there to stop the search manually and proceed with other transactions/search in the same session.If any one knows this, pl share the details.
    Regards
    Suresh

    Hello,
    This functionality was recently introduced by the following note:
    https://service.sap.com/sap/support/notes/2044841
    Regards
    Joaquin

  • Getting Interaction center as the default page on the SAP CRM 7.0 webui

    Hi,
    I have installed SAP CRM 7.0 and done all the basic things. I have assigned Sales Professional and Marketing Professional PFCG roles to my user in SU01. Now when I logon to webui, I am getting interaction center(with all the accept, reject, etc.. buttons) screen as the default screen and I could not locate my sales or marketing professional business roles.
    Can anyone please let me know where it went wrong.
    Thanks
    SP

    Hi Andrei,
    No I couldn't see the option to choose the business Roles. I have assigned 4 pfcg roles in SU01 for my user. Also tried with parameter value for CRMC_UIPROFILE=*. But still I could not see the Business roles on the webui page. It is taking me directly to interaction center which is with all the buttons to accept and reject calls.
    I have newly installed the system. I believe I have done all the basic things to get into WEBUI. But still couldn't see those assigned business roles on my webui oage.
    I have tried this way either. Gone to SE80> BSP Application>CRM_IC-->Execute.......but still it is taking me to interaction center page and not to the assigned business roles.
    Please guys let me know where it went wrong.
    Thanks
    SP

  • SAP-CRM:Action of type mai (mail ) is kept.

    Hi
    We are processing crm_order transaction through portal or EDI message.
    During processing of crm_order action is triggered auotomatically.
    But for some crm_order transaction action is not triggered.
    In the action log it is displaying the message as follows:
    "ACTION OF TYPE MAI IS KEPT"
    Please tell me what is the meaning of the log.
    is there any relationship of this action log to action failure.
    Thanks

    Hi
    you should check the action profile assigned to transaction type which you are processing.
    in tcode crmc_action_conf you will check its actions and their planning conditions.
    in tcode crmc_Action_def you will check the coding of action (in method Execute), and you will be able to check what is the source of a message
    Regards

  • How to create custom FYI Notification in the iRecruitment Notification Approvals Transaction type

    Dear All,
    Does anyone know how to create a custom FYI Notification using the Notification Apporval Transaction type??
    my requirement is when the Candidate complete filling his personal information and upload required document, a notification should be sent to the recruiter informing that all documents have been uploaded.
    Can anyone tell me how to do that?
    Thanks
    Regards

    Hi,
    Please see this thread.
    Want to send public message to all oracle apps users while instance up
    Re: Want to send public message to all oracle apps users while instance up
    Also, see these docs/links.
    Managing Downtime in Restricted Mode from OAM [ID 364236.1]
    R12 Enabling Applications Maintenance Mode and Preventing User Access [ID 557964.1]
    Downtime and Apache Restricted Mode in Release 12
    http://blogs.oracle.com/stevenChan/2008/03/downtime_and_apache_restricted_1.html
    Thanks,
    Hussein

  • Assign the routine against ZY06 output type in output procedure

    Hi
    I am creating one routine for Tcode VOFM and requirements Output control and I have to assign this reoutin against ZY06 output type in output procedure.Now How can I assign this to output type in output procedure?
    Can anyone tell me all procedure.
    thanks

    hi patel,
    chck with this link
    VOFM Transaction
    Reward with points if it is helpful.
    Regards
    Alfred

  • SAP CRM Critical transactions list

    Please suggest how can I get complete list of CRM critical transactions?

    Hello!
    This page might be helpful:
    [http://sapbytes.wordpress.com/2008/12/23/crm-tables-and-transaction-codes/|http://sapbytes.wordpress.com/2008/12/23/crm-tables-and-transaction-codes/]
    Best regards
    Arno

  • Unable to assign the date profile to transaction tyep

    Hi,
    I have created a new date profile. but while assigning  it the transaction its giving error like " The action profile is only allowed with date profile " X00001 " .
    Please suggest what could be the reason for that .
    Thanks & Regardsm
    Rahul D

    Hi Rahul,
    U can follow below steps:
    Spro->Customer Relationship Management->Basic Functions->Actions->Actions in Transaction->Change Actions and Conditions->Define Action Profiles and Actions.
    1) Click on edit mode and Open u r action Profile.
    2) See the field Date profile it will allow u to change the Date Profile (use F4)
    also check whether u r old date profile is used in action conditions it also need to be change.
    Hope it'll solve u r problem.
    Regards,
    Dipesh.

  • Import the SAP CRM ICSS 5.0 into a track

    Hello CRM People,
    we are try to import the CRM ICSS5.0 application into the development track, But in the transport studio we are not able to import the actual physical icss5.0 component.
    We dont know where we went wrong, Please can any body let us know how to proceed with import the icss5.0 into a track in CMS,
    Thank you in advcance,
    CRM AM

    Hello Dinesh,
    I suppose you meant everything is grayed(all fields) please let me know otherwise.
    For what category are you creating the material? is it a configurable?
    is the 'assign' button in the Sales and distribution tab is also grayed?
    regards,
    Muralidhar Prasad.C

Maybe you are looking for