CRM Blueprint Help!!!1

I am new to CRM, and had started of with reading some material just to get an overview of what CRM is all about. As I did my reading my boss was working on the Blueprint, however he as resigned and so I have to start working on the Blueprint, as he did not do any handover.
I therefore I ask for any documentation that could assist me in the preparation of the blueprint. We are currently implementing CRM for tax revenue cllection company and am the only consultant, (junior consultant really).
Please Help asap!!!!!!!!!!

Try <a href="http://service/sap/com/asap">ASAP Implementation</a> (http://service/sap/com/asap). There you will find the ASAP Implementation Roadmap. You can download the roadmap. This is a website with very much documentation over BBP, like templates, help, presentations, and so on.
I wish you succes.

Similar Messages

CRM IT Help Desk vs Sotuion Manager service desk

Hello Experts!
Can someone please tell me about CRM IT Help Desk vs Solution Manager Service Desk and if they are two independent products? I want to see if these two 2 different products? since Solution Manager Service desk is based on CRM 5.0, can I setup CRM IT Help Desk? and make SOLMAN Service Desk and CRM IT Help desk together work together?
Please advice!
Thanks
Kumar

Hey Kumar,
There is nothing called as CRM IT HELPDESK......
But a CRM system could function as an IT helpdesk.........It depends on your requirements as to how you are gonna use it.....
CRM and SOLMAN are two independant products of SAP and both run on diffrent servers...
Solman has lot of features of CRM itself....
Solution Manager also has its own service desk... Solman is based on CRM itself technically.....
So whatever is doable in CRM is also Doable in Solman......The vice-versa is not true.....because in Solman SAP has added some functionality which is not present in CRM.....
You can configure Support desk in CRM and Solman and also make them work together if it makes sense for you and your management to do so......
Technically since both are SAP systems they can communicate via RFC calls.....
Inspire by rewarding...
Regards,
Anand

Security deposit handling in crm: pls help !!

hi,
     can anyone tell me how to handle security deposit management in sap-crm like how to view details of cash and non-cash deposits enterd though ECC/ISU system.
Pls help me.

Hi David
security deposit
You can specify a default value for the cash security deposit for each product. You can use transaction COMMPR01 to determine this default value. You can use the process framework to change this value, for example to adjust it according to the risk class. To do this, proceed as follows:
Choose Industry-Specific Solutions Utilities Industry Settings for User Interface Transaction Processing Processes Define Processes in Customizing for Customer Relationship Management.
Create a new process definition by copying the process definition CONTRACT_START.
Choose class CL_CRM_IU_PR_CNTR_START_SECDEP as the process class. This class contains a sample implementation.
Copy the process profile DEFAULT and assign the new process definition here.
Create a new user role and assign the function profile IUPROCESS here. You can select the process profile created in the previous step from the input help.
In this implementation, the system calculates the security deposit amount as follows:
Risk class New security deposit value
No default risk           80% of default value
Low default risk         90 % of default value
Medium default risk   100 % of default value
High default risk         110 % of default value
Very high default risk 120 % of default value
For further information, see the Implementation Guide (IMG) for Customer Relationship Management on the process framework under Industry-Specific Solutions Utilities Industry Settings for User Interface Transaction Processing Processes Define Processes .
Reward points if helpful to u
Cheers
Manohar

CRM/AET Help

Hi,
I need to add few zfields to the Sales Quotation, Service Quotation, Service Order in SAP CRM ,
I am new to CRM and i found that AET tool in CRM can be used to enhance these tcodes.
I need the below information , can some one help me with this
1. what are the tcodes to display Sales Quotation, Service Quotation, Service Order in SAP CRM
2. some documents replated to AET tool
3. I also need to add those zfields to tables CRMD_ORDERADM_H and CRMD_ORDERADM_I , how can i do that.. is it the same way we do in ECC
Thanks

1. If you are using SAPGUI, all of these can be displayed with the transaction crmd_order. you need to just enter the transaction no:.
in case you are using WebUI, you need to login using the appropriate role to be able to view the resp. orders. For eg: you need SALESPRO role to view a sales order and other sales related objects.
you need SERVICEPRO to display service related objects
and so on.
2. For AET/Enhancements, a good place to start would be the CRM Wiki on WebClient UI.
CRM Web Client UI Framework
CRM/HowToEnhanceaWebUIComponentinSAP+CRM
There is also video demo of AET
Hope the above info helps.
Thanks and Regards
Nisha

CRM Actions Help?

Hi Guru's,
in need of help?
CRM - Actions?
Procedure (Work flow) / Documentation...

I hope you are talking about action profiles.
CRM release notes (https://services.sap.com/~sapdownload/011000358700001866642004E) says:
The following new action profiles are available specifically for activities in Customizing:
o ACTIVITY - for sales activities
The action profile ACTIVITY contains the following action definitions:
- ACTIVITY_FOLLOW_UP: creates a task for the responsible employee, for example, if a
contract is overdue
- ACTIVITY_PRINT: allows you to print the activity
Enter the printer you wish to use to print the activity under Basic Functions -> Actions ->
Change Actions and Conditions -> Define Conditions in Customizing for CRM.
To print an activity, specify the processing method
CRM_ACTIVITY_EXEC_SMART_FORM under Processing Types -> Set Processing. This
method is delivered with the standard configuration.
- ACTIVITY_REMINDER_MAIL: sends an e-mail to the responsible employee, for example, if
a contract is overdue
If you want the responsible employee to be sent a reminder e-mail when an activity is overdue,
specify smart form CRM_REMINDER_MAIL_01 under Processing Types -> Set Processing.
This smart form is delivered with the s tandard configuration.
The action profile ACTIVITY is assigned to transaction type 0000 in the standard configuration.
You can use, copy or adapt these profiles for your own activities.
See also
Further information on Actions is available in the SAP Library for CRM under Basic Functions ->
Actions.
Apart from this, section 3.1.1.2.1 in below mentioned doc (https://service.sap.com/~sapdownload/011000358700003452862005E) talks about action profile creation.
Regards,
Kaushal

How to use crm blueprint

Hi, I'm new to using blueprint in creating the UI/portal page.
Can anybody direct me on how to use blueprints to create buttons, tables, textfields, etc, and how to process its events.
Thanks.

Arnold,
U need to go through PCUI Cook Book....and more clarifications will get in CRM forums. Here is the link where u can find the link to PCUI cook book.
PCUI COOK BOOK
Regards,
Arun.

CRM Badi help

Hi All,
I am doing and CRM Implementation and i need to enhance Badi and the method mentioned-->CRM_ORDERADM_H_BADI' and in 'CRM_ORDERADM_H_MERGE'.
I am new to Badi. if some one can send me the code it will be great help. I will modify the badi as per my requierment. Just need to know what all thing are requiered when enhancing the BADI.
************************Points will be rewarded.*************************
Thanks in advance

Hi Shilpa,
As you mentined in the thread, i think , you reqiured to create an implenetation for the badi by
1. SE18 2. Type Badi name(click display): CRM_ORDERADM_H_BADI
3. menu->implementation>create->(give name)
4.then Write the code for the Method :CRM_ORDERADM_H_MERGE
Can you explain for what purpose or requirement it is needed to enhance the BADI - CRM_ORDERADM_H_BADI ??
For your reference this is the Documentation of the BADI :CRM_ORDERADM_H_BADI
BAdI: General Processing of Header Data
In this step, you can create enhancements for processing header data in transactions. The following data is availabe to you in the Business Add-In CRM_ORDERADM_H_BADI:
CRM_ORDERADM_H_CHECK: BAdI to check object ORDERADM_H
CRM_ORDERADM_H_MERGE: BAdI to merge object ORDERADM_H
CRM_ORDERADM_H_CHECK
Additional checks can be carried out - the results of these checks can be copied as error messages.
All parameters are copied as importing parameters in the interface.
The error message error_occured can be triggered.
CRM_ORDERADM_H_MERGE
All parameters are copied as importing parameters in the interface.
An individual BAdI structure containing the communication fields for the object is copied as a changing parameter.
If the error message error_occured is triggered, an error message is copied to the application log. If no error is triggered, the changed data is copied from the BAdI structure to the wrk structure. This means that you have the option of changing values for this object with this BAdI.
Prerequisites:
In order that you can use a business add-in, an implementation must be generated for the availabile definition for the BAdI, and the relevant methods must be programmed.
Recommendation:
Error messages:
Error messages should not be issued directly, but should be forwarded to the application log using the function module CRM_MESSAGE_COLLECT. By defining the error gravity, you can define whether it leads to a program termination, an incorrect status or only a warning in the transaction.
The error messages issued must, however, be deleted by the implementer at the start of the BAdI, as otherwise they will not disappear from the log file, and the system would therefore continue to display the error, even if it was already solved.
Example
data:
    ls_msgidno type bal_s_idno,
    lt_msgidno type bal_r_idno,
    lv_save_message    type c.
ls_msgidno-sign       = 'I'.
ls_msgidno-option     = 'EQ'.
ls_msgidno-low-msgid = 'CRM_ACTIVITY_H'.
ls_msgidno-low-msgno = '801'.
append ls_msgidno to lt_msgidno.
call function 'CRM_MESSAGES_DELETE'
exporting
    it_r_msgidno   = lt_msgidno
    iv_ref_object = is_activity_h_wrk-guid
    iv_caller_name = gc_object_name-activity_h. " See include programCRM_OBJECT_NAMES_CON
*In the error case, collect the message:
if <error_condition>.
messge id 'CRM_ACTIVITY_H' type 'E' number '801'
         into lv_save_message.
call function 'CRM_MESSAGE_COLLECT'
exporting
    iv_caller_name = gc_object_name-activity_h " See include programCRM_OBJECT_NAMES_CON
    iv_ref_object = is_activity_h_wrk-guid.
endif.
Screen with customer fields
If you want to depict customer-specific fields on a screen, follow the corresponding procedure.
Activities
1. Create an implementation.
2. Assign the BAdI definition to the implementation.
3. Navigate to one or several methods in the editor, using double-click, in order to program the methods.
4. Activate the methods.
5. Activate the implementation.
Regards,
Arjun
<b>Reward points if it helps</b>

CRM---LSMW help needed

Hi gurus
I am using LSMW to upload the data in the CRM system . I have 3 files ( Header data , header item data and service item data )
I am able to create Item with segments like ( Sales , Product , Schdule , Appointment ) perfectly
But when i tried to create item with DOCFLOW segment . It is not created
I have checked this in transaction CRMD_ORDER
Please help me
Points will be rewarded

Hi Mirza / Britney
I have encountered the similar situation when i was trying to upload the file into the PFCG role menu after downloading the file from CRMD_UI_ROLE_PREPARE.
The problem was that, i was downloading the log file and uploading the log file via the import button in PFCG, which is a very silly mistake but hard to notice, when you run the report for CRMD_UI_ROLE_PREPARE the import file for the role menu is already AUTOMATICALLY downloaded in to the SAP working directory which is C:\Users\ YOUR WINDOWS LOGIN ID \ Documents\SAP.. we have to go to thislocation and import that file into the ROLE MENU and not the log file .. see my screenshots for more info ..
Hope this answer solves your problem.
Good Luck
Uma

Why CRM ? I am not getting the purpose of CRM ? Help on this ?

Hi All
     I am looking forward to learn CRM (Present i am working on Netweaver)
     Even i have seen some docs but i am not getting the main purpose of the CRM
     Can any one help me to get the basic details of CRM?
    Like
    Why CRM? Where it will be used ? what it contains?
    How the data will be maintained etc....
Adv thanx and points to all
regards
Prasad

Hi Prasad,
There are three UI in CRM
Interaction center -- Web client, Winclient
Mobile Client Application
PCUI
Pls proceed.
Interaction center:
I have told u already
Mobile Client Functions
        Integration of the Mobile Client Calendar with Microsoft Outlook or Lotus Notes
This function allows you to integrate the mobile client calendar with groupware. such as, Microsoft Outlook and Lotus Notes.
        Inbox
This function allows you to view e-mails, rejections, and notifications that you receive on your mobile client
        Infocenter
This function allows you to view your SAP Enterprise Portal Infocenter content in an offline capability
This guarantees fast access to information at a specific time, thereby accelerating the execution of your business processes.
        Chart Overview
This function enables visual depiction of data in a predefined way, using graphics. These business graphics are represented as charts
        Reports
This function allows you to generate reports in a predefined format.
        Cross-Component Functions
This function encompasses a set of functions, such as creating attachments and notes that are common across business components in a mobile client application.
People centric user interface : ( PCUI )
The People-Centric User Interface (People-Centric UI) is an intuitive Web-based user interface that helps you perform your daily tasks quickly and simply.
With the help of predefined roles , the People-Centric UI gives you central access at all times to the data and information you require for your daily work.
The People-Centric UI meets end user requirements and makes it possible to:
        Navigate easily through complex applications
        Get access to information quickly
        Reduce processing time to a minimum
I would like to appreciate u by rewarding the points.
Thanks and Regards,
Maniprabu

SAP CRM - Need Help! CR 300/600

Hi ALL,
I am new to SAP CRM. I am doing a aself learning using help.sap.com but it doesnot help much.
I need CRM sales and Service document ie CR 300/ CR 600.
Can some pleas email me the same at <removed by SAP Community Network Moderator>.
I would appreciate your help.Please help me.
Also is there any SAP CRM traning server where i can subscribe for Sap Access?? Please guide me.
Regards,
Ven

Hi,
Please refer to this thread : CRM stuff??
Paul Kondaveeti

CRM Middleware help for rookie needed.. Replication of Business Transaction

Hi guys,
I try to set up replication of Business Transactions from R/3 to CRM and vice versa.
I have created:
- CRM site type (CRM) , R/3 type site (R46CLNT700)
then I created a subscription: SalesDocuments (R46CLNT700 is assigned to this subscription) for publication "All Business Transactions (MESG)".
a, Is this enough configuration of MW for needed replication? Or do I need more settings set up?
b, When I try to start initial load of the Replication object BUS_TRANS_MSG (which is "in" publication All Business Transactions), I am not able to start Load from CRM to R46CLNT700).. As target I can use only CDB... What is wrong?
c, If I create some sales transaction in CRM system and I want it to be replicated to R/3 and vice versa, how will I know, which replication object represents this document? For example, I create a Sales Order. How will I know, which replication object to set up for replication?
Thanx a lot! Peter

Peter,
1.If you are looking for Initial download from CRM to R/3, this should be possible from CRM v4.0.
2. Delta flow between the systems should happen once your initial download is complete.
3. Check the Inbound and Outbound queues in CRM. If they seems to be hanging for long time, check whether you have registered the Inbound & Oubtound queues in SMQR and SMQS transaction on both CRM and R/3.
Regards,
Phani.
Wipro Technologies

SAP CRM Search Help - defaulting values in search help screen

Hi All,
I am working on search help object in service order(Amount allocation ) BTAMNTALL component view name vIEW:BTAMNTALL/HdrBillplanDet and field name STRUCT.AC_ASSIGNMENT. in that block if we select account assignment type as ERP cost center it will give standard search help in Select account assignment field.
Its basically calling the standard search help CRMT_AC_ASSIGN_KOSTL_E. After pressing F4 it will display the popup Controlling area cost center and description. Basically I need to default the Controlling area in F4 help based on some logic.I am not sure where to write code for this one.
Please find the attachment where I need to default the value. any help is appreciated.
Thanks,
Sapsar.

At least can you read the document I provided carefully? the point 2.3.1.2 give you the answer.
Anyway if the document doesn't specify "defining a default value" but give you some ideas/hints, you only need to use a little your imagination. Like:
1- Use a custom search help with a constant (static)
2- Use a custom search help with a search exit to determine the data that you need from the sales org of course you need to add the orgunit as an input parameter for the search help and supress the input parameter which will be determined in the search help exit (dynamic)
3- Create a value node for the context (hidden) and put the info you need once you select the sales org in the hidden attribute/s, this hidden attributes should be mapped in the get_v method (dynamic, not sure if this will work, I never tried, but will be nice if you try and give us some feedback)

CRM Technical Help

Can anybody send me some material or notes on CRM Technical ( ABAP point of view). As I am a ABAP er and trying to learn CRM so i need some documents on CRM Technical like Enhancements (eg. Badi), Forms etc.
Thanks in advance.

Hello,
I close this Topic because the Documents requested are available via the Topic Links to CRM Documentation.
Regards
Gregor Wolf
SDN CRM Forum Moderator

CRM samples help - yet more ....

Hey folks,
I have another question please. Does anyone know where the
data is stored for the sample CRM application that is supplied when
FDS is installed ?
If some has any pointers on how and where this data is
stored, I would be grateful. Tutorials or IDIOT guides would be
marvellous :)
Thanks
Smak

I think that it's an in memory database for sample purpose
only. You should access this link "
http://hsqldb.sourceforge.net/web/hsqlDocsFrame.html"
for HSQLDB Documentation on the subject.
Regards,
Manuel Guimarães, Portugal

CRM Quote Help

I have a requirement to put the "Valid To Date" from a quote onto the smartform we are using. It appears that it should be in CRMT_ALV_DATES_UI. Can anyone tell me if there is a function module or method that can provide me with this date?

Hi Mazurek,
For all the One Order Documents, the date related information are stored in the ET_APPOINTMENT Table. Based on the date type maintained in the Customization, you can get the date types. It has both the header and the Item Data.
For testing the same, from the Report Painter (SE38) you can execute the CRM_ORDER_READ to pass the header guid and to get the dates maintained.
Hope this will help.
Thanks,
Samantak.

CRM Blueprint Help!!!1

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