Covert the business partner cardtype from lead to customer
hi
i have created on BP as Lead type ,i have created one sales oppertunity for lead BP ,then when i create sales order for that BPartner he should covert automaticaly cardtype from lead to customer. can we change the card type?,is it possible?
regards
anvar
hi
can u tell me the way how to convert that .
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How to get business partner name from sap user
Hello,
We want to get in the code the business partner name from sap user.
What function modules should we use to perform it?
Thanks in advance,
SergeyHI,
You can use the FM:CRM_CENTRALPERSON_GET
pass the input parameter IV_USERNAME as the user name
You can get the result in the export parameter EV_NAME as user's first name last name
regards,
PP -
Hiding the business partner search parameter from search criteria
Hi,
I have business partner search parameter whose value is hardcoded in the lead search..
I would like to hide the business partner search parameter from displaying only..
I need to achieve it programatically and not in configuration and all.
Do I need to write the code in P method or which method?
Thanks
MadhukarHi,
The code is as below and I just need to have the functionality of BP search field intact but hide it from display in web UI..if any correction is required let me know..
***current date is populated into LV_DATE
DATA lv_date TYPE string.
lv_date = sy-datum.
***current user login name is populated into LV_SUNAME
DATA lv_suname TYPE string.
lv_suname = sy-uname.
***Fetching the BP ID of the current user who logged into L_PARTNER
DATA:l_partner TYPE bu_partner.
CALL FUNCTION 'CRM_ERMS_FIND_BP_FOR_USER'
EXPORTING
iv_user_id = sy-uname
IMPORTING
ev_bupa_no = l_partner.
***structure for BUT051
TYPES : BEGIN OF ty_data,
relnr TYPE bu_relnr,
partner1 TYPE bu_partner,
partner2 TYPE bu_partner,
date_to TYPE bu_datto,
END OF ty_data.
***work area for BUT051
DATA wa_but051 TYPE ty_data.
***Fetching Dealer BP ID which is 'PARTNER1' field in BUT051
SELECT relnr
partner1
partner2
date_to
FROM but051
INTO wa_but051
UP TO 1 ROWS
WHERE partner2 = l_partner.
ENDSELECT.
***Geting the dealer BP ID into LV_DEALER
DATA lv_dealer TYPE string.
lv_dealer = wa_but051-partner1.
DATA: lr_qs TYPE REF TO cl_crm_bol_dquery_service,
lr_search_node TYPE REF TO cl_bsp_wd_context_node_asp,
lr_col TYPE REF TO if_bol_bo_col ,
lr_iterator TYPE REF TO if_bol_bo_col_iterator ,
lr_param TYPE REF TO if_bol_bo_property_access,
ls_selection TYPE genilt_selection_parameter,
lv_low TYPE sy-datum,
lv_attr_name TYPE name_komp ,
lv_value_set TYPE abap_bool .
IF iv_first_time EQ abap_true.
* to initialize the search view.
CALL METHOD super->do_prepare_output
EXPORTING
iv_first_time = iv_first_time.
* fetch the search node and its content.
lr_qs = me->get_current_dquery( ).
lr_col = lr_qs->get_selection_params( ).
* check the currently visible search attributes.
lr_iterator = lr_col->get_iterator( ).
lr_param = lr_iterator->get_first( ).
WHILE lr_param IS BOUND.
* get the parameters
lr_param->get_properties( IMPORTING es_attributes = ls_selection ).
IF ls_selection-attr_name = 'VALID_FROM'.
* SET_PROPERTIES
ls_selection-low = lv_date.
CALL METHOD lr_param->set_properties
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is_attributes = ls_selection.
lv_value_set = abap_true .
EXIT.
ENDIF.
IF ls_selection-attr_name = 'BU_PARTNER'.
* SET_PROPERTIES
ls_selection-low = lv_suname.
CALL METHOD lr_param->set_properties
EXPORTING
is_attributes = ls_selection.
lv_value_set = abap_true .
EXIT.
ENDIF.
lr_param = lr_iterator->get_next( ).
ENDWHILE.
IF lv_value_set EQ abap_false .
* it was not part of the visible attributes, then add it at the end.
CALL METHOD lr_qs->add_selection_param
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iv_attr_name = 'VALID_FROM'
iv_sign = 'I'
iv_option = 'EQ'
iv_low = lv_date.
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iv_attr_name = 'BU_PARTNER'
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iv_low = lv_dealer.
ENDIF.
* for a proper display of the added / changed attribute.
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lr_search_node->build_parameter_tab( ).
ELSE.
* non first time call - just delegate to superclass.
CALL METHOD super->do_prepare_output
EXPORTING
iv_first_time = iv_first_time.
ENDIF. -
Possible to change the business Partner from a created Contract in ICWEB??
Hello experts,
I would like to know if it is posible to change the BP from a created contract in ICWEB.
I check the option "CONTRACT MANAGMENT" and there is an option to change the premise with the button "Move To Other Premise" but I don't find an option to change the Business Partner from a created contract.
Can you help me, please??
Thank in advance.
Edited by: Javier Garcia on Aug 19, 2008 7:01 PMHello S Reddy and a lot of thanks for your help.
But I don't know where I can select this option, there isn't the where I can associate the option in customizing or what transaction. Could you explain me with more details, please ??
Thanks in advance.
Regards. -
How to switch off automatic creation of the business partner?
Hello!
Advise please why in erp after creation of the customer automatically form business partner? How to switch off automatic creation of the business partner? It very much disturbs, because business partner are created from crm. Because of automatic creation business partners are duplicated.Hi,
I have made the following customizing settings to activate customer integration with business partner, but the problem is when I create a BP with a role (FI-Customer) the customer is not created automatically.
1. Set BP Role Category for Direction BP to Customer
Roles: FLCU00 - Business Partner FI Customer (FS: BP)
FLCU01 - Business Partner Customer (FS: BP)
2. Defined the Number assignment for Direction BP to customer
4. Customer account group and numbering is also defined.
3. Created a BP with BP Role FLCU00, I can see the Customer - General Data tab, but no customer was automatically generated by the system.
Kindly let me know if any customizing I have missed.
Regards
Ameya -
Business partner retrieval from BOL
Although I am not new to ABAP and CRM I have difficulties understanding how the BOL/GENIL principal works and how to make full use of it.
Problem: I have developed a custom BSP which is called from IC Webclient (ZC_ICWEB).
I would like to know if there is a way of retrieving the business partner which has been identified (either via identification or inbox) in my own BSP.
Is the BOL always available in whatever BSP (custom or standard) you are in? How can I read this object and what query do I need to execute in order to obtain PARTNER?Hi ,
Get the Variables stored in the gloabl Context from the interation center framework
Use the following code ,use the interface if_iccmp_global_data_cont_con to get the global variables
DATA: lr_gdc TYPE REF TO if_crm_ui_data_context.
lr_gdc = cl_crm_ui_data_context_srv=>get_instance( me ).
lr_entity = lr_gdc->get_entity( name = if_iccmp_global_data_cont_con=>gdc_currentcustomer ).
GDC_CURRENTCUSTOMER gives the confirmed BP in the IC_Agent Role
Regards
Vikranth -
Entering Business Partner data from IC Webclient - CRM2007
Just wanted to check that if I enter Business partner data from the IC Webclient is the data stored in the CRM backend tables for example BUT000, BUT050 etc and if so is this done on the fly or a scheduled update? If not what tables are they stored in. Also can I see the same information once it is entered in the webclient via the CRM transaction BP Thanks
Hi Niten,
The tables are the same (for example: but000 for master partner data, but050 for relations, and so on...).
The data is updated when you press the respective save button, or when you press the 'end' button at telephony bar (to end an Interaction Center Interaction).
And yes, you can then check the information in BP t-code.
Just try it and see by yourself
Kind regards,
Garcia -
Business Partner extract from R/3 (or SRM) to MDM without XI
Dear SAP Experts,
do you have any solution for extraction of Business Partner data from R/3 (or SRM) to MDM without XI? I know transaction mdmgx and the reference data went to the MDM well. How can I do the same for master data without XI? Please write me a step-by-step solution, if you can, because we haven't got too much time, to solve this issue.
Thanks a lot!
Best regards,
ÁdáHi Adam,
there are different reasons for this:
1. MDMGX selects data directly from tables. Customizing tables are very simple tables, thus it was possible to implement a direct access. Master data itself is stored in distributed, multiple tables. It's not this easy to extract the data, thus MDM_CLNT_EXTR is using special extractors for the master data objects. Those object extractors are delivered by the object owners, not by the MDM group.
2. ALE IDoc and Proxy messages are the common way for data exchange between SAP systems. There are predefined IDoc and XML message types for master data. This was not the case for customizing data, so we decided to use FTP for MDMGX just as an exception.
3. The MDM data model for business partners has to combine different data models: R/3's customer and vendor with CRM's/SRM's business partner. Those models have to be combined to a general MDM Business Partner model. This requires a structural and value mapping of the different structures. Currently this is done on XI using a XSLT Message transformation.
BR Michael -
Regarding chossing the Business Partner Master Data
Dear All,
I have one query regarding chossing the Business Partner Master Data. Let take an exapmle
suppose 2 sales person are making the sales Quotation and every sales Persons only making the quotaion
for the specified leads or customers.Suppose Sales Person 'A' makes the quotaiton for 5 Leads and Sales
Person 'B' makes the quotation for the different 5 persons.Now i want when i Login into sales person 'A' Login
and choose the Business Partner by pressing tab in sales quotation window , then that Sales Person 'A' can
see only the Specified BP list which are belonging to his region.
Thanks All.The access to Item Master and BP Master cannot be restricted to Users through Authorization. This is a known limitation of SBO.
You can try this by using SDK.
You can use Data Ownership Authorization, which means the marketing documents created by Sales Person 'A' will not be viewed by Sales Person 'B'
Refer this thread for details
[Customer master restriction in Marketing document.........; -
Extracting Business Partner information from CRM to XI
What is the best approach to extract Business Partner information from CRM to XI
Hi,
by IDOCs of course
you can create them just like I did:
/people/michal.krawczyk2/blog/2006/11/14/xipi-data-type-enhancements-standard-business-partner
(you jut need to change from proxy to ALE - another module)
but bisically it's a standard to generate
a business partner record and send it as an IDOC from CRM
Regards,
michal -
How to "PREPONE" Business partner Valid from date (Role: TR0600)
Hi Experts,
I created BP on 4/03/2011 and using this BP I created one Commercial Lease in Contract but while activating the contract system showing Warning message as mentioned below.
Role Obsolete: Master Tenant with Customer Account is only valid in period From 01.03.2011
Message no. REBPBP035
Diagnosis
The validity of role Obsolete: Master Tenant with Customer Account is restricted for this business partner to the period From 01.03.2011. However, the object to which the business partner is to be assigned is valid for a longer period (validity period of object: 25.05.2010-24.05.2013).
Procedure
Extend the validity period of the role to cover period 25.05.2010-24.05.2013 in business partner processing or assign a different partner to the object for the period in which role Obsolete: Master Tenant with Customer Account is not assigned to the partner.
Please provide me the solution to overcome this issue.
Thanks in advance.
Br,
CMHI CM,
you have to change the date of assignment of the BP role accordingly (as
mentioned in the warning message) if you do not want the message to
appear any more. Normally, the assignment of a BP to a contract should
cover the whole validity period and if this is not given, the message
arises.
Please check the validity data of the role of the assigned business
partner. Therefore you have to go to the business partner maintenance
screen and there check the validity data of the BP role.
As the validity data of the role aren't easy to find I have attached a
screen shot for your information.
Hope this helps.
Regards, Franz -
How to get Business Partner Number from Position Code
Please help me in determining the Business Partner assigned to a particular position in the Organizational Structure.
Short code of the position is available in table HRP1000 field SHORT.
Thanks in advanceDear Saurabh
You can determine business partner assigned to organization by using PDP.
When you assign partner to organization, in relationship tab of partner we notice relationship of "is employee responsible".
we can use this relation to determine patner assigned to org
Step 1: Define partner function
Step 2: Define Access Sequence..Here use "BP relationship" and specify the partner function that you are going to determine from organization.
Step 3: Define PDP
Step 4: Goto business partner relationship and select maintained sales org and your partner function.
Your pdp will be able to determine partner assigned to organization. -
How to read the business partner activity
Hi experts,
How to get the business partner(role:employee) assigned activities in crm and how to create the activity .my requirment is change the assiged from old employee(bp) to new employee(bp). i have to develop the program. i searched some BAPI's.
Please help on this.
thanks,
venu.Pls use the FM CRM_REPORT_CALL_RF. Pass the partner function to the exporting parameter table ir_partner_fct_h and partner number to the partner number to ir_partner_id_h . You will get all the guid and then use CRM_ORDER_MAINTAIN to change the partner.
CALL FUNCTION 'CRM_REPORT_CALL_RF'
EXPORTING
iv_stat_open = 'X'
iv_maximum_hits = ' '
ir_object_type_h = it_act_objtype
ir_partner_fct_h = it_partner_fct_h
ir_partner_id_h = it_partner_id_h
IMPORTING
et_guidlist = it_guid
EXCEPTIONS
parameter_error_partner = 1
parameter_error_items = 2
parameter_error_ref_obj = 3
OTHERS = 4. -
Photograph of the Business Partner
Hi ,
We want to exhibit the photo of the Business Partner at the UI view and at the pdf of the fact sheet.Though its possible to attach the photograph which will be available as link but requirement is show everytime when the detailed screen of that Business Partner opens.
Regards,
ChaturvediHi,
You can have the required changes like Photograph of the BP on SAP WEB UI instance by making changes at Runtime Repository Editor Tool TCODE: BSP_WD_CMPWB. And also new fields may have to be added to the Web UI to meet business requirements. This should be done always using SAP delivered tools like Easy Enhancement Workbench EEWB,Application Enhancement Tool AET(available from CRM 7.0). Append Structures should be used only in a case above options are not available for a Business Object. -
Post Business Partner data from SBL CRM to SAP CRM
Hi CRM Gurus,
I am very new to SAP CRM. I have got an assignment wherein I will get the XML file from Siebel CRM, which will contain the "Business Partner" data.
I need to upload this data into SAP CRM by mapping all the fields available in the XML file.
Please let me know the step by step process to reach the goal.
Regards
SandySandeep, since this is a conversion related task you might want to browse http://sap.help.com and search for the so called 'XIF Adapter'. This adapter is part of SAP CRM's Middleware and provides the functionality to import and export individual objects using XML/SOAP technology.
Second option you could evaluate is BP creation through the usage of the standard BADI's that SAP delivers. Let me know whether this gets you started, Tiest.
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