CRM 7 PDF Fact sheet question.
My understanding is that the PDF uses a smartform to create the PDF and there is config behind which identify the AB's to be used. However, am I right it saying that the PDF config can only use the AB's that are defined for standard Online Fact Sheet?.
So, if we have particular AB's that the PDF Fact needs to use but should not be displayed within the online fact sheet then we'll have to create them within the view, hide them so that they do not display when the Online Fact Sheet is displayed, but add these AB's into the configuration table for the PDF fact sheet, and of course modify the Samartscipt so that it knows what to do witrh this extra data for the new AB's.
Have I missed anything, or have I not got the right grasp on this?.
Jason
Edited by: Jason Stratham on Apr 27, 2010 1:52 PM
It is slightly different when making modifications to the PDF view because with the standard online Fact sheet you can easily add new fields using the UI config tools, and then just adjust the code to populate these fields, should they be new ones.
However, you don't have this option with the PDF fact sheet, so there's a difference straight away. My problem is that I need to add new AB's and new fields in both existing AB's and new AB's for both the PDF and online Fact Sheet, although I'm concentrating on the PDF fact sheet first. There seems to be a good many articles on adding new fields, which to be honest is childs play when using the UI configurator, but very few articles on the subject of adding new AB's and fields and then having them populated via ERP, which is no easy task, and is about 99% of what I need to achieve.
So, to start with, has anyone come across a easy guide to adding new AB's and fields for the PDF fact sheet, and possibly an easy method to populate it. I have found a WIKI guide, written by someone within SAP (I believe) but their HTML code in the example is not generated correctly so they have manually entered it, which seems like a bit of cheat to me, as it should work.
http://wiki.sdn.sap.com/wiki/display/CRM/Howtodisplayaz-tableinanassignmentblock
However, any other guides would be much appreciated as I'm sure anyone who reads this guide will find it hard to follow.
With regards
Jason
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It would look like a lot of these classes are based on CL_BSP_*ACCMOD classes, but that's guesswork on my part.
I am unhappy that I seem to be pioneering here as there's no guide/help on exactly what needs to be done to add new AB's/sections to the PDF fact sheet. I find that strange as most areas are well documented, except this area as far as I know.
Sure, there is a note which identifies some of the objects that need to be changed, but misses out a vital table, but there are no guides. There are many people who produce videos on how to achieve the easier stuff, like adding fields to AB's via the UI configurator, but there seems to nothing in the area of extending the PDF fact sheet.
Jas
Edited by: Jason Stratham on Apr 29, 2010 10:22 AM -
Hi All
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Hi Guys,
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Hi,
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Can anybody help ?
JoBoHello EssV,
1. I think that you face the same Problem as I've described in the Topic [Portal Business Partner Fact Sheet does not provide R/3 Sales Org info |Portal Business Partner Fact Sheet does not provide R/3 Sales Org info;. Have you tried to open a OSS Message regarding this problem?
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Best regards
Gregor -
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Hello,
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I have created a custom web application design template for displaying on the portal for a CRM factsheet (TPL_FACT_SHEET).
This template is based on a query which has a variable (CHOOSE_CUST, ready for input, input: optional type) on 0CUSTOMER char.
When the sales rep queries the CRM FactSheet on the portal- based on the 0CUSTOMER he is demanding the fact sheet for, the appropriate 0CUSTOMER value needs to be parsed to my custom web template and it should return him the report. The report is very simple with just sales for current and previous year by material group. There is a std template to do this but we are using cutom data providers and hence need to create this custom web template.
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Full points for useful answers!
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NareshHello,
I am looking for someone who has integrated a custom web template with the CRM fact sheet (I am on 2004s).
I have created a custom web application design template for displaying on the portal for a CRM factsheet (TPL_FACT_SHEET).
This template is based on a query which has a variable (CHOOSE_CUST, ready for input, input: optional type) on 0CUSTOMER char.
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Full points for useful answers!
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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>
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Went through best prcatice B08 and configured necessary steps for my factsheet
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CRM 2007 - Customer Fact Sheet
Hi Gurus,
i've been looking for customer fact sheet screen but can't find any in the standard account master screen in CRM 2007.
any help really appreciated
JDHello Jushan,
while debugging in business partner I saw some stuff about the CFS.
Have a look at method CL_BP_HEAD_BPHEADOVERVIEW_IMPL->IF_BSP_WD_TOOLBAR_CALLBACK~GET_BUTTONS()
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cheers Carsten
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