CRM 5.0 BP - Account Fact Sheet session pass to R/3 transaction iView

I am using CRM 5.0 business package in EP 7.0 and I am customizing the "Sales Representative" CRM role in Portal.
<b>Scenario:</b>
I navigate the 'Account Management - Overview' and select an account. Then I navigate to the 'Fact Sheet' link and I can automatically see the account selected earlier in the 'Fact Sheet Summary'.
I have created an R/3 transaction iView which brings up the 'Sales Summary' transaction (vc/2). The session information about the account is not getting passed automatically to the transaction like it happened with the other links. Is there a way to pass the customer number from the existing session automatically to this R/3 transaction?
Thanks,
Yasin

We are encountering the same issue; have you had any luck?

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Hi there!
There are at least two connections required:
1) RFC connection from CRM to BW java stack,
2) Within the CRM fact sheet, the BW source also needs to be defined.
Check out
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  CRM Middleware and Related Components  Communication Setup  Middleware Parameters  Define Middleware Parameters
2.     Choose R/3 customer fact sheet and order status.
3.     Choose New Entries (F5).
4.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSOLTP
Parameter 1     CRMCFSOLTP
RFC Destination     <RFC destination for the ERP system>     RFC destination has been created in building block CRM Connectivity
5.     Choose Save (Ctrl+S).
6.     Choose Back (F3) twice.
7.     Choose BW customer fact sheet.
8.     Choose New Entries (F5).
9.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSBW
Parameter 1     CRMCFSBW
RFC Destination     <RFC destination for the BW system>     RFC destination has been created in building block BI Connectivity
10.     Choose Save (Ctrl+S).
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  UI Framework  UI Framework Definition  Fact Sheet  Maintain Fact Sheet
2.     Choose BP_ACCOUNT_FS.
3.     Choose Copy As.
4.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_ACCOUNT_FS
Fact Sheet Title     Otis Account Fact Sheet
Description     Otis Account Fact Sheet
5.     When prompted, select Copy All Dependent Entries.
6.     Choose Save (Ctrl+S).
7.     Choose ICCMP_FS.
8.     Choose Copy As.
9.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_IC_AFS
Fact Sheet Title     Otis IC Account Fact Sheet
Description     Otis IC Account Fact Sheet
10.     When prompted, select Copy All Dependent Entries.
11.     Choose ZOTIS_IC_AFS.
12.     In the Dialog Structure on the left, double click and select folder option View Assignments.
13.     Choose New Entries.
14.     Maintain the following table entry.
Field name     User action and values     Comment
Component Name     BP_FACTSHEET
Interface View     BIReport
Inbound Plug     DEFAULT
Title     BI Report
15.     Choose Save (Ctrl+S).
I hope this helps.
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Hello,
I'm facing the same issue at the moment. I have check all customizing, and I didn't find why the sales area, shipping and billing data are still blanck when I logged through CRM WEBUI.
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My requirement is like this:
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Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
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Sharath.

Hi Sharath,
Please check once again that you are pulling the correct Object ID field in the result list. You can verify by looking into the technical properties of the field.
If still it doesn't work, you can write your own code by pulling the value from the database and setting the property of the object id in the result value node of the fact sheet.
I hope this helps.
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I have a question concerning the account fact sheet:
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Hi Aakshi,
Please check in transaction SICF in the BW system that the required service is activated - note 1124553 will help with this.
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Hi,
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Julien

Hi Julien
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Hi,
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Hongyan

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Activities
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Also, I need to add new blocks of data, which is probably going to be sourced from ERP, but config-wise can I control whether the PDF displays these newly created blocks in the same way as it does for the SAP standard?.
Regards
Jason
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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Jason

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Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
We are using account factsheet BP_ACCOUNT_FS.In this account sheet,data is not populated or not able to select the org data in view " Sales Organization Selector".same data is appearing in Account Overview page.
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Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
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Hi
When I try to access account facsheet in WEB UI, I am getting this error in some of the assignment blocks like account revenue, last closed activities, sales pipeline etc.
" Service cannot be reached
What has happened?
URL http://as2sapr3.emea.group.atlascopco.com:8045/sap/bw/Bex call was terminated because the corresponding service is not available.
Note: The termination occurred in system AS2 with error code 403 and for the reason Forbidden.
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Error Code: ICF-NF-http-ias2sapr3_AS2_45-v0-d20110912-t140438-s403-rForbidden-X:4E6BDFD7CB6C1490E10080000A19033E_4E69EA032B621EA0E10080000A19033E_1-x:4E6BDFDCCB6C1490E10080000A19033E
HTTP 403 - Forbidden
Your SAP Internet Communication Framework Team"
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regards
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CRM 5.0 BP - Account Fact Sheet session pass to R/3 transaction iView

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