Creation of Zreports in CRM 2007

Hi All,
Can anyone tell me how do we create Zreports in CRM 2007..? I need step by step process for creation of Zreports in CRM 2007.
Thanks in advance.
Archana.

One way is if you use BW. Then you have to create reports there. The other is if you use interactive reporting. Then you can do it via wizard that is available in CRM 2007. To do this, you need to be logged in with the ANALYTICSPRO business role. There you will have the option to Search reports. There you can search standard reports and the ones modified by you. If you want to modify the SAP delivered reports, select the report, click the Copy button and then rename it etc. You then walk through the wizard and make the changes you need. You can also modify the ones you created by clicking on Edit.
Once you have created your reports, then make start ordywb transaction and check Show Custom Reports checkbox. This will show you the identifier for your custom report. Then you put your logical link in the nav bar profile to show the reports on web ui..

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ECC quotation creation through CRM 2007

Hi Gurus,
I am trying to created ECC quotation in CRM 2007. The RFC integration between ECC and CRM has been done.
Once the opportunity is created, then follow up document is created (ECC quotation).At the time of creation of ECC quotation through CRM, i am not able to fill the GROSS WEIGHT and NET WEIGHT in shipping tab of quotation. I am getting getting incompletion log for the same.
Please let me the approve for the above query.
Thanks,
Bhushan

Hi Jeevan,
Can you please let me know if you found a standard web service to create a quotation with refrence to a Opportunity. If so can you please share the info.
If not can you please let me know what FM or BAPI did you use to create the web service to meet the requirement.
Thanks

Problem with the SAP menu in CRM 2007

Hello all,
We just had a brand new installation of SAP CRM 2007 in our organization. As soon as I logged in I am puzzled to see that all the menus and menu paths won't show up.
For example:
If I go in to Master data --> Business partner --> There is no menu path for Maintain Business partner etc.
Same is the case with Marketing, Sales and Service. I don't see any of the real menu paths for creating marketing projects, segment builder, sales order creation screen etc. All these components are missing.
I checked on SU01 regarding the roles assigned to me. There were none and the profile assigned to me says "Z_SAP_ALMOST_ALL" or something. I tried finding out the existing roles and am not sure about the options. I added the role for business partner in to my user ID, logged off and logged on and still nothing shows up.
The menu is still the same.

Jack,
I'm going to be very polite here about this, but did you read the CRM master guide before your installation or any of the documentation on CRM 2007?
If you have read this you would have realized that the SAP GUI is no longer supported for most business user tasks in CRM according to OSS note 1118231. In addition a search of this forum would have revealed this same answer. That is why those transactions are removed from your menu.
SAP Easy Access CRM 2007 menu
In future please do a search before asking these types of questions. I'm going to lock this thread as it duplicates a past thread and is a generally known CRM 2007 fact.
Thank you,
Stephen
CRM Forum Moderator

Standard CRM 2007 reports

i am not able to see any standard reports in SAP CRM 2007.
Where can i get to see the reports. I do not want to link to SAP BW. Without SAP BW, where can i get the reports.
Thanks
amit

Hi,
as i know there is a concept of reporting in SAP CRM 2007 without using SAP BW.
This reporting works with an own reporting client in your SAP CRM system.
In CR580 training i saw that after creation of this reporting client and creation of the SM59-connections you will be able to use a wizard in CRM 2007 to create reports.
But only a view opjects are available for this reporting without BW for examle Sales Order.
If you have detailed requirements i´m pretty sure this will not fit your needs.
Maybee you will find more information about this reporting client in the help-portal.
I hope this helps.
thank you.
Best regards
Manfred

How to get a Custom View in CRM 2007

Hi,
I have created a new view (SrvTLocation) and I want to replace Service Level Agreements view with the SrvTLocation.
In the old version, I followed this approach to get the location view
1. Add SrvTLocation to the SrvTViewSet under the view area "SrvTActionSLA".
2. Redefine the method "DO_REPLACE_INITIAL_VIEW" of the controller class of "SrvTViewSet", so that it will replace the "SrvTSLA" with "SrvTLocation"
I dont know how to do it in the new system.
Please advice me. I will reward points.
Sreekanth

Hi Sreekanth
Have you checked the new CRM 2007 Cookbook.
I believe it's available from SAP Marketplace. Haven't checked myself but do believe it's there.
Regards
Arden
Reward with points if helpful

Changing the mountain picture in CRM Web UI(CRM 2007)

Hi All,
I am trying to change the mountain pic in crm web ui just below the SAP CRM logo. I am on CRM 2007.
I have already changed the pic in se80 as we do for the company logo in place of the SAP CRM logo.
se80>>BSP Application>>THTMLB_STYLES>>MIMEs>>sap_skins>>default>>styling>>Ishape>>mountain.gif>>right click>>Upload/Download>>Upload and Replace>> xxx.jpg(custom pic)
I have done this DEV client 100 and when I run the scc1 transaction in DEV 200 to bring the changes via the workbench request created in DEV 100, there's an error:
Table SDOKLOREPR is not client-specific
Table SDOKLORIPR is not client-specific
Table SKWF_TRANS is not client-specific
Table SMIMCONT1 is not client-specific
Table SMIMLOIO is not client-specific
Table SMIMLOIOT is not client-specific
Table SMIMLOPR is not client-specific
Table SMIMLORE is not client-specific
Table SMIMLORI is not client-specific
Table SMIMPHF is not client-specific
Table SMIMPHHR is not client-specific
Table SMIMPHIO is not client-specific
Table SMIMPHPR is not client-specific
Table SMIMPHRE is not client-specific
Table SMIMPHRI is not client-specific
Error in object R3TR1 SMIM2 3
Selected tables           :             15
Processed tables          :              0
Storage required (KB) :              0
Program ended with error or warning, return code: W
Runtime (seconds)         :              2
End of processing: 14:11:24
Can you please let me know what's the problem, if I am missing something?
Thanks and Regards
Varun Taneja

Hi Bhushan,
Yes I did check DEV 200 after transporting the request. If I goto se80 in Dev 200 and navigate to the mountain.gif inside the BSP Application and click on the file, I do see my custom picture but the same is not reflected in Web UI. Over there, the mountain still reigns !!!
Any other thing that I need to try?
Regards
Varun

Sap CRM 2007 Security related issue

Hi All,
I am working on SAP CRM 2007 security.
I have scenario, which we are trying to fix.
There are two users A and B.
A is assigned to role X
B is assigned to role y
Business Partner 123 is created for user A
Business Partner 456 is created for user B
These Business Partners are assigned to Authorization Groups.
See below:
1)Authorization Group (LK01) is assigned to Business Partner --123.
2) Authorization Group (LK02) is assigned to Business Partner --456
3) Authorization groups LK01 is assigin to user A in PFCG role X
4) Authorization groups LK02 is assigin to user B in PFCG role Y
a) User A assigned with PFCG role X>Authorization Group (LK01)>BP 123.
b) User B assigned with PFCG role Y>Authorization Group (LK02)>BP 456.
Note:
1) Authorization Groups are assigned to BPs under the Control tab.
2) These Auth Groups are assigned in Authorization Object in PFCG role.
Now, USER 'A' should not be able to work under the BP 456 as this BP is assigned to authorization group LK02.
The issue is when we open the WEB UI and login with user A role X, He can search for the BP 456 assigned to Auth Group LK02.
User A can open the Interaction History and edit the Service Order created using the BP 456.
He can Edit the following in Service Order details:
1) General Data Status (from created to complete), Contact person, Sale Rep name.
2) Organization Data like Sales Office, Sales Org Unit, Distribution Channel
3) Business Partner.
However, one good thing is he cannot edit the Account details like Account ID, House No, Employee Resposible, the message he get is "No authorization to change partner with authorization group" which is a
good thing.
I have tried to be precise, please let me know if you require more information.
Regards,
Dave.

I suggest the following:
Please, check whether the system works if you activate the implementation BUPA_F4_AUGRP.
In addition check the notes 559662, 674869 and 782927. Maybe the notes are already implemented but you can try then the implementation of the BADI (SE19). It should resolve your issue.
I have implemented this Badi solution before, and after activation; the search help ; nor search result list did NOT show any Business partners anymore that had an authorization group I was not allowed to see.
kind regards
Davy Pelssers
SAP CRM/Security consultant

SSO from CRM 2007 to ITS of R/3 4.7.

Hi Experts,
We are using CRM 2007 interaction center.
We have provided some links to R/3 transaction using transaction launcher.
Now we need to implement SSO to the R/3 system.
We are using Standalone ITS 6.20 system to connect to R/3 from Interaction Center.
Please help us with configuration steps for SSO.
Is there any way to achieve this without using PAS?
Systems:CRM 2007.
ITS :ITS 620
R/3 :4.7 EE
Please advice.
Thanks,
Adi.

Dear Tob,
yeah You are right.
I am using R3 4.7 EE (i am using SAP IDES) and It's Server is 6.20.
so this version does not have Internal ITS ?
Are u suggesting me to go for Standalone ITS then ? Pls give me elaborate reply.
If u have any documents for both the ITS , it wud be a great help if u send those to my mail id. [email protected]
regds
Message was edited by: kanth

Installation problem in CRM 2007 Server

Hi All,
Installation of CRM 2007 IDES giving the trouble at importABAP phase. The installation is going on Windows 2003 server 64 bit, on Oracle 10.2.0.1.0 and J2SDK-1.4.2_17..
It finished 17 steps out of 19, 1 failed and 1 is waiting..
I done some changes, still it is directly going to the failed step(old installation). How can i start from 16th phase of importABAP.
Otherwise is there any way to solve this, I tried from <SID>adm account also still it is giving the problem..
Thanks & Regards,
Sridhar.

This is the sapinst.log
INFO 2009-03-05 14:46:30.328
Connection request to guiengine backend by host 192.168.1.124.
INFO 2009-03-05 14:46:38.296
Copied file 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.xml' to 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.8.xml'.
INFO 2009-03-05 14:46:38.359
Copied file 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.xml' to 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/inifile.9.xml'.
INFO 2009-03-05 14:46:40.687
Execute step
Component W2K_ServicePack_Check|ind|ind|ind|ind
Preprocess of component |NW_Onehost|ind|ind|ind|ind|0|0|NW_First_Steps|ind|ind|ind|ind|0|0|W2K_ServicePack_Check|ind|ind|ind|ind|2|0
INFO 2009-03-05 14:46:57.203
Copied file 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/keydb.xml' to 'C:/Program Files/sapinst_instdir/CRM2007/SYSTEM/ORA/CENTRAL/AS/keydb.5.xml'.
INFO 2009-03-05 14:46:57.375
Execute step runMigrationMonitor of component |NW_Onehost|ind|ind|ind|ind|0|0|NW_Onehost_System|ind|ind|ind|ind|1|0|NW_CreateDBandLoad|ind|ind|ind|ind|10|0|NW_ABAP_Import_Dialog|ind|ind|ind|ind|5|0|NW_ABAP_Import|ind|ind|ind|ind|0|0
INFO 2009-03-05 14:47:02.671
Switched to user: crmadm.
INFO 2009-03-05 14:47:02.718
Creating file C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS\import_monitor.java.log.
INFO 2009-03-05 14:47:02.734
Switched to user: crmadm.
INFO 2009-03-05 14:47:02.734
Working directory changed to C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS.
INFO 2009-03-05 14:47:02.750
Output of C:\j2sdk1.4.2_17-x64\bin\java.exe -classpath migmon.jar -showversion com.sap.inst.migmon.imp.ImportMonitor -dbType ORA -importDirs D:\cd1\Export1\EXP1;D:\cd2\Export2\EXP2;D:\cd2\Export2\EXP3;D:\cd2\Export2\EXP4 -installDir "C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS" -orderBy "" -r3loadExe C:\usr\sap\CRM\SYS\exe\uc\NTAMD64\R3load.exe -tskFiles yes -extFiles yes -dbCodepage 4103 -jobNum 3 -monitorTimeout 30 -loadArgs " -stop_on_error" -trace all -sapinst is written to the logfile import_monitor.java.log.
WARNING 2009-03-05 14:47:02.937
Execution of the command "C:\j2sdk1.4.2_17-x64\bin\java.exe -classpath migmon.jar -showversion com.sap.inst.migmon.imp.ImportMonitor -dbType ORA -importDirs D:\cd1\Export1\EXP1;D:\cd2\Export2\EXP2;D:\cd2\Export2\EXP3;D:\cd2\Export2\EXP4 -installDir "C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS" -orderBy "" -r3loadExe C:\usr\sap\CRM\SYS\exe\uc\NTAMD64\R3load.exe -tskFiles yes -extFiles yes -dbCodepage 4103 -jobNum 3 -monitorTimeout 30 -loadArgs " -stop_on_error" -trace all -sapinst" finished with return code 2. Output:
java version "1.4.2_17"
Java(TM) 2 Runtime Environment, Standard Edition (build 1.4.2_17-b06)
Java HotSpot(TM) 64-Bit Server VM (build 1.4.2_17-b06, mixed mode)
Required system resources are missing or not available:
DDL control file 'C:\Program Files\sapinst_instdir\CRM2007\SYSTEM\ORA\CENTRAL\AS\DDLORA.TPL' does not exist.
ERROR 2009-03-05 14:47:02.937
CJS-30022 Program 'Migration Monitor' exits with error code 2. For details see log file(s) import_monitor.java.log, import_monitor.log.
ERROR 2009-03-05 14:47:03.0
FCO-00011 The step runMigrationMonitor with step key |NW_Onehost|ind|ind|ind|ind|0|0|NW_Onehost_System|ind|ind|ind|ind|1|0|NW_CreateDBandLoad|ind|ind|ind|ind|10|0|NW_ABAP_Import_Dialog|ind|ind|ind|ind|5|0|NW_ABAP_Import|ind|ind|ind|ind|0|0|runMigrationMonitor was executed with status ERROR .
INFO 2009-03-05 14:47:22.0
An error occured and the user decide to stop.\n Current step "|NW_Onehost|ind|ind|ind|ind|0|0|NW_Onehost_System|ind|ind|ind|ind|1|0|NW_CreateDBandLoad|ind|ind|ind|ind|10|0|NW_ABAP_Import_Dialog|ind|ind|ind|ind|5|0|NW_ABAP_Import|ind|ind|ind|ind|0|0|runMigrationMonitor".

Displaying custom BI queries on CRM 2007 WEB UI

Hi,
I would like to know the process involved in displaying a custom BI query in CRM 2007 WEB UI. Can someone please advise ?
Regards

Hello,
there is SAP documentation available for this on service.sap.com/crm-inst
It is in the CRM 2007 -> Webclient UI folder.
cheers Carsten

Bounce Management in SAP CRM 2007

Hi Experts,
we have SAP CRM 2007 and I have a few questions about Bounce Management.
It is a very simple scenario, so it´s fine if only hard bounces for incoming EMails are handled.
1) Do you need ERMS for that simple form of Bounce Mgt?
2) Is the Usage of Inetraction Center required? (We do not want to)
3) Is it possible/recommended to create Activities out of incoming bounces?
4) Can you segment on Bounces, not only within the Campaign Automation?
5) What ist the effort/set up to use Bounce Mgt in that simple scenario about?
Thanks a lot
Florian

Yes, I was mentioning SAP Note 897730. The major pre-requisite mentioned there is Event linkage settings through SWETYPV transaction and in your case you just need to do the Rule Modeler settings. If you are using DEFAULT policy you do not need to do anything in Service Manager Profile.
The note pre-requisites mentioned are
The required services and service manager profiles for using the E-Mail Response Management System (ERMS) are defined: All entries necessary for bounce management are delivered in the default Customizing. As I mentioned before Service Manager Profile: Bounce is already defined and you are going to use that profile. The required service in your case would be "Bounce Data Update" or one of the 5 standard service mentioned in this note. These are already defined and taken care of in standard configurations. Therefore, you do not need to do anything over there.
Please do the above two settings and if you have any issues please come back to me. I am sure you won't have any issues with the requirements that you mentioned. I just took one hour to set up hard bounce scenario. Only if you are planning to use services that are not standard it becomes slightly tricky. In our case major issue was that there was an error in the standard workflow. I did not know much about Workflow bindings etc. before, but then I had to dig deep into this and it gave me an opportunity to learn workflows. This was the good thing that came out of all this.
Regards,
Deepak
Please note you will have to do the Event Linkage settings in SWETYPV transaction.
Edited by: Deepak Ahuja on Jun 5, 2008 9:15 AM

How to create custom component in CRM 2007

Hi.
I am new for the CRM 2007 Web UI.
Here we have CRM_UI_FRAME.
Like this so many Components are there.
I want how to create our own component.
I created it as follows.
Open the Transaction code bsp_wd_cmpwb.
Provide Z Name in the Component.
Zcomponent
Press Create button.
Go to Run Time Repository.
Press Change Mode.
Create a MODEL as ALL.
GO to Browser Component Structre.
Select View.
Provide View name.
Create the View.
Go to view Layout.
Provide the code like this.
<%@page language="abap"%>
<%@ extension name="htmlb" prefix="htmlb"%>
<%@ extension name="xhtmlb" prefix="xhtmlb"%>
<%@ extension name="crm_bsp_ic" prefix="crmic"%>
<%@ extension name="bsp" prefix="bsp"%>
<cthmlb:overviewFormConfig/>
Create the context under the context.
Go to Configuration tab.
Assigne the Attributes to the Screen.
GO to the Run Time Repository.
press change mode.
Assigne the view name to the Window.
Save it.
Test the Componet. But it is not diaply anything on the screen.
How i will get the data into the web UI.
Can anybody expalin about this one to me with screen shorts if possible.
I want add some fields into the web UI. Provide some values into that. Capture the values.
Navigate the data from one screen to another screen. How it is possible. I did not understand.
If i am changing any screens in the pre define component it shows dump.
So, now i need Custom component with adding of the fields.
Please give me proper information regarding this one.
Thank You.
Krishna. B.

Hi,
Try put the htmlb to show a field:
<thtmlb:label design="LABEL" for="//<context>/<field>" text="<field>"/>
<thtmlb:inputField id="<field>" maxlength="31" size="20" value="//<context>/<field>"/>
In order to get value, you can write a simple code in the event_handler:
LR_BOL type ref to IF_BOL_BO_PROPERTY_ACCESS
LR_BOL = ME->TYPED_CONTEXT-><context>->COLLECTION_WRAPPER->get_current()
var1 = LR_BOL->GET_PROPERTY_AS_STRING('FIELD').
take a look at lr_bol methods so that you can see the set and get methods.
Regards,
Renato.

How to add an input field in the web UI of CRM 2007

Hi everybody.
I want add an Input field in the Web UI Screen. How it is possible.
I want get the information with detailed descriptions if possible with screen shorts.
What type of methods it will be generated and what are the code we entered in those methods.
Take according to any example. But with detailed description.
I am new for the CRM 2007. So, please give the screen shorts with proper data.
Not only adding the field. If any data i entered in the adding field then that will be stored in the tables otherwise no use by adding the field.
So, Can anybody please send a proper information according to this.
Here another one How to Add our own table (Ztable) field in the Web UI Screen.
How to add the same field in the BOL.
Please expalin about those concepts with full of screen shorts messages.
Thank You.
Regards,
Krishna.

If you want to add extra standard fields (like one you mentioned), you can use Component Workbench and Copy the configuration and create your own configuration and make the "Available Fields" appear there.
If the standrd field is not available, you can Add Context Node using wizard and make it visible.
If its a custom field (a new one); you will have to use EEWB and add the fields and then make it visible in the UI using Component Workbench.
Regards,
Alin

How to add a new Field to the WEB User Interface in CRM 2007

Dear experts,
I have been struggling to add a new field to the (CRM 2007) user interface from available fields for a specific view.
I have maintained settings in BS__WD_CMPWBàRuntime Repository editoràComponentàViewàConfigurationàNew ConfigurationàAvailable FieldsàField Propertiesàand save.
But the field is only appearing in display mode in the Web UI, which doesnu2019t allows any user input.
I need your help to resolve the issue, I would be grateful if you could provide step-by-step documentation with screenshots or any other kind of documentation.
Each suggestion will be appreciated.
Best regards,
Raghu ram.

Hi Raghu Ram,
I think you added a new custom field using some method like EEWB etc.,
Then, you are adding the field onto the UI using UI Configuration Tool .. right ?
These are the steps to diagnose:
Method 1.Check the field properties in the model browser first.
It should be showing 'C' i.e., CHANGEABLE. If it is showing as 'R', it is only READABLE.
In such a case you need to find a BADI to change the field properties.
For example, in Marketing Applications OBJ BADI has a method CHANGE FIELD PROPERTIES for this purpose.
Method 2. Debug and check what is the value coming for RV_DISABLED parameter in the GET_I method in BSP_WD_CMPWB. This should be FALSE.
Method 3. Check what are the field properties in the UI Configuration tool.
Make sure it is not a display only field.
Regards,
Masood Imrani S.

What are the steps for adding a new field to the ST for CRM 2007?.

Yeah, I know it's a basic question. I'm fairly familiar with CRM 5.0 but 2007 is new to me and there a good few changes.
If I need to add a new field (probably with some processing to set its value) to the Service ticket what would be the steps I need to take to achieve this in CRM 2007?.
Your help would be much appreciated.
Jas.

Are we talking about the EEW Business objects displayed in the EEWB as there is no business object called 'CRM OPPORTUNITY', but there is one called 'OPPORTUNITY'. Just wanted to make sure I was on the right track.
So, as I need to change the service ticket it would mean that my transaction type will be service request,or whatever the shorted value is, is that correct?.
I can see the transaction types in table CRMC_PROC_TYPE_T, although it looks like I need to pick SRVO (Service order) at a guess, and if this is right I'm looking for the EEW Business object to match. But it feels like guesswork to me. For example, I could choose EEW Business object 'SERVICE_TRANSACTION' which has an Extension type of 'CUSTOMER_H', or I could choose EEW Business object 'SERVICE_CONTRACT' or 'SERVICE_CONFIRMATION', although the last is unlikely. But, my point is there is so much open to interpreatation, and I'm expecting it to be more exact. Perhaps I'm just missing something.
Jas.
Edited by: Jason Stratham on Sep 4, 2009 2:30 PM
Edited by: Jason Stratham on Sep 4, 2009 2:39 PM

Creation of Zreports in CRM 2007

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