CRM Webclient 2007 CookBook

Hi,
Can someone please tell me when can I find a Cookbook or a training Material for CRM Webclient 2007?
Thanks,
Chaith.

Hi ,
Check out this thread where you can find all the Cook books etc...
[Documentation for Interaction Center (IC) WebClient;
Regards,
Sijo

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SAP CRM WebClient UI Cookbook

Hi,
as a CRM 2007 customer I am wondering when the SAP CRM WebClient UI Cookbook will be available to non RKT customers?
/Elvez

Elvez,
Well you can buy the OKP materials for CRM 2006s and that will give you at least one version of the cookbook, along with some awesome training materials.
You can use the url http://service.sap.com/okp. You can buy this online or contact your SAP training rep. You can purchase these with your SAP training card dollars(I believe).
Take care,
Stephen

Searching for products via Product Hierarchy ID in CRM Webclient 2007

Hello,
When creating a sales order in CRM Webclient 2007 I would like to be able to search for products by using the Product Hierarchy ID. When clicking the search help for product in the order entry screen in the webclient UI, I get a pop-up with the available search criteria. I select Product Hierarchy ID and click on Input Help. A new pop-up is displayed with the three Hierarchy ID:s:
R3MATCLASS Material Group
R3PRODSTYP Product Subtype
R3PRODHIER Product Hierarchy
I select R3PRODHIER. When hitting the search button, I get all materials which have Hierarchy ID R3PRODHIER assigned as a product category in the material master data. I can however not search for materials which belong to a certain hierarchy node in the product hierarchy.
In transaction VA01 in ECC it is possible to drill down through the three levels of the product hierarchy to find the desired material. Is the same type of searching possible in CRM?
Any help much appreciated.
Kind regards,
Johan Wigert

Hi Johan
I want to know if finally you have found the way to deal this problem.
Thank you very much,
Yannuchi

What CRM Webclient UI is

Hello, can anybody say what CRM Webclient UI is. I only use SAP Gui and frankly I'am tired of it.
Thanks.

Hi,
SAP Webclient UI is aimed at providing a Web like User experience to Business Users. This user interface is easy to use, stable and enables users to process their business tasks efficiently.
You would find ample of information about the Webclient UI on SDN. Try searching for e.g. refer these [link1|SAP CRM WebClient UI Cookbook] [link2|CRM Webclient UI].
Hope this helps!
Regards,
Saumya

Cookbook for IC webclient 2007 or 2006, please

Hello guys,
I am working on IC webclient 2007, have searched for cookbook for the version or CRM 2006, couldn't find it. Can anyone kindly post a link where I can download? (seems like sending by email is not permitted here)
Thank you and your help would be awarded.
Edited by: Jayson on May 11, 2011 5:38 PM

Hello
Here is a link to all configuration guides including CRM Interaction Center.
http://help.sap.com/bp_crmv12007/CRM_DE/BBLibrary/html/BBlibrary.htm
regards
Muneeb

Marketing attributes in IC WebClient 2007 or 5.2?

Hi,
In Interaction center when agent does the search for an account and cant find it, he/ she can create a new account.
1) How do we know what Business role and grouping its getting created.Where can we control this?
2)Also when creating a new account , the options are to create only with basic data like name, address etc. I also want to add some marketing attributes that I have already? how can I do this?
This can be done in new Web UI but not in new Interaction center UI? why so?
Thanks in advance

Hello Praveen,
You are correct. If you want to maintain marketing attributes for an account (customer) in CRM 2007, you need to navigate to the CRM WebClient Account screen (accesible from roles like the MARKETING_PROFESSIONAL role). The reason that marketing attributes have historically not available by default as part of the Interaction Center screen (accessible from the IC_AGENT role) is probably based on the assumption that the Marketing organization owns the marketing attributes and should be the one to maintain them, rather than e.g., the customer service agent or telesales agent.
That being said, I have seen some customers who implemented marketing attributes inside interactive scripts so that their interaction center agents could maintain the marketing attributes as part of the interactive scripting / customer survey process.
Warm regards,
John

CRM WEBClient UI -The same screen-menu appears for different Business Roles

Hi Experts,
We are working with CRM 2007 and are facing the following problem:
After starting the CRM WEBClient , a screen with two Business Roles appears: u2018SALESPROu2019 and u2018SERVICE PROu2019 (because in my User I have added the roles: SAP_CRM_UIU_SRV_PROFESSIONAL & SAP_CRM_UIU_SLS_PROFESSIONAL).
I select the one of the two roles (e.g. SALESPRO) and then I choose u2018backu2019 and select the other Role (SERVICEPRO) but the same screen appears with the menu from SERVICEPRO .
I noticed that the menu that appears has to do with which business role I select first.
Do you have any ideas what could be the problem?
Best Regards,
Roula

Hi Roula,
In CRM 2007, the CRM Webclient doesn't have the capability to switch from one business role to another directly as you are trying to do. The only option to switch is to logoff from Webclient and login in another role.
regards
Srikantan

Errors during upload of BP for CRM V1.2007!

Hi,
I have finished all the prerequisite steps for BP for CRM V1.2007 and get following error messages when upload:
/SMB20/GLOBAL_PARA_O99_C01     SMB20_CRM_GLOBAL_PARAM_01.TXT     VARIANT001     I_COUNTRY     Data does not exist in the PME table.(TDC: DC0 )
/SMB20/GLOBAL_PARA_O99_C01     SMB20_CRM_GLOBAL_PARAM_01.TXT     VARIANT001     I_CURRENCY     Data does not exist in the PME table.(TDC: DC0 )
/SMB20/GLOBAL_PARA_O99_C01     SMB20_CRM_GLOBAL_PARAM_01.TXT     VARIANT001     I_LANGUAGE     Data does not exist in the PME table.(TDC: DC0 )
I checked for OSS Notes and forum but couldn't find any help. How can i fix these errors?
Thanks and Regards ,
Vasu

Hi Vasu!
I have exactly the same problem. Have you found a solution yet?
regards,
Walter

Solman 7.1 - CRM WebClient UI - custom field mandatory on status change

Hi
I've got a question and I'm not sure if it's possible.
Basically i have created a custom field in CRM WebClient UI and I have added this field to my Z configuration. This works fine.
Now, I'm wanting to make an error to appear if this field is blank (hasn't been filled in) when the status of the transaction type changes to a specific status.
i.e. if "custom field" is BLANK when SMTM changes to Closed, then error appears
I know the field can be made mandatory, but this particular custom field won't be filled out straight away. Therefore I want the check to occur when the document is closed. Can this be done via PPF Conditions? Or is ABAP/enhancement the only way?
Thanks
Shaun

Hi,
For customizing crm web ui, you must need AET or EEWB tools. Best Practices for SAP CRM Web UI Customization - CRM - SCN Wiki
but try by using the standard sap note 1772650 - ST710:You can save a message even though mandatory fields are not filled in. which can set certain warning message for custom fields or not and the other relevant 1931783 - Incident can be saved without filling mandatory fields
Please check.
Thanks
Jansi

Custom object in work flow not opening in CRM webclient ui

Hi,
I have designed a workflow in SAP Ecc 6.0 CRM.
There are some work items and a single custom popup screen in this workflow.
This popup screen is used to get data and pass to the subsequent workitem.
This screen opens in SAP CRM in the workflow inbox (SBWP) , and works as expected.
Also, mails are sent to the SAP user IDs of the concerned people through the workflow (as per process).
At this stage, we have done all settings reqd in SWU3.
However, when this entire workflow process is trigerred using the CRM WEBCLIENT UI, the following problems occur:
1) There are no mails received at any stage in the workflow inbox.
2) When the work item for the popup screen appears in the WebUI workflow inbox, and it is clicked, there is an error.
"Associated object cannot be opened. Contact your system administrator"
So, the customised pop-up does not open in this CRM WEBUI workflow inbox at all.
Question:
1) How do we ensure that the mails are received in the CRM WEBUI workflow inbox? Are there any settings to be done for that?
2) How can we make the custom popup open in the CRM WEBUI workflow inbox?
Regards,
Sachin

Hi,
Please check IMG path.
The path CRM->Basic functions->Worklists->Define Alert Inbox and Workflow Inbox->Define Object-Specific Navigation
Input like
BOR Your_Object Your_Method BT_XXX OPEN
Hope it work.
Deripmav

BP creation in CRM WebClient - Role and Number Range assignment

Hello,
I have the requirement to specify a particular number range and BP role when an Account is created in the CRM WebClient Interface.
For example as standard, when an employee is created through the CRM WebClient (BSP component BP_EMPL) the default employee role (BUP003) and the default number range are assigned to the BP.
I would need to specify a different number range and role to the employee
I've tried to configure the Account Identification profiles (activity "Define Account Identification Profiles" in customizing); with that activity you can specify which role and which number group you want to use for the BP (account) creation. However this customizing is affecting the IC WebClient only and not the CRM WebClient.
I was wondering if a similar customizing activity exists for the CRM WebClient (in particular for the BP_EMPL application), or if there's a way around this.
Anybody has an idea about how to solve this?
Any help would be greatly appreciated, thank you in advance.

Hi all,
I have done this by defaulting the bp group in the BADi
1.Go to the se18 and select BADI_CRM_BP_UIU_DEFAULTS and select the interface IF_UIU_BP_DEFAULTS
2. Go to the method IF_UIU_BP_DEFAULTS~GET_DEFAULT_VALUES and you can write your logic here to default the grouping.
In my case I wanted all accounts created to be defaulted to a particular grouping and my code looks like this
lv_name1 = lr_current->get_property_as_string( iv_attr_name ='BP_CATEGORY' ).
                    IF lv_name1 IS NOT INITIAL.
                      IF lv_name1 = '2'.
                        lr_current->set_property( iv_attr_name = 'BP_GROUP'
                                   iv_value = '0060' ).
                      ENDIF.
                    ENDIF.
Thanks & Regards,
Sanila

Call ITS SAP R3 from CRM WebClient using parameter NOHEADEROKCODE=1

Good day,
I need some help with an issue.
We want to hide the command field in the SAP GUI for HTML using parameter ~noHeaderOkCode.
[http://help.sap.com/erp2005_ehp_04/helpdata/EN/49/f7cf3f06bd3946e10000000a114084/frameset.htm]
But we want to hide it only when we access the R3 transactions from the CRM WebClient, not in the rest of uses of R3 ITS SAP GUI for HTML. The CRM WebClient launchs some transactions of SAP R3 inside its web, and we want users not to call another transactions there by using the command field.
I've been reading about alias and external alias, but not resolved our issue.
I'll appreciate any help.
Best regards,
Martina

Hi Martina,
one option might be to create a ZWEBGUI service for your CRM WebClient. i.e A copy of the WEBGUI service with the parameter ~NOHEADEROKCODE1 set in its parameters section.
You could also then restrict access to the NEW service to your CRM Users.
See the WIKI:
[How to limit access to an ITS service to specific users? |http://wiki.sdn.sap.com/wiki/x/1wCmB ]
Regards,
Oisin

How to integrate a Widget in SAP CRM Webclient UI Homepage?

Hello Experts,
i´m new with CRM Webclient UI. Can somebody explain me how to integrate a widget in the Home - Page of SAP CRM Webclient UI?.
Maybee one of you can recommend also a good widget for weather forecasting?
Thank you.
Best regards
Manfred

Have a look at these posts...
Customer Relationship Management (SAP CRM)
Customer Relationship Management (SAP CRM)
Google or Yahoo Widgets are pretty good, you can customise them on the website below and then copy and paste the code into your BSP component.
http://www.google.com/ig/directory?synd=open
Regards,
David

CRM - BW documents/cookbooks

Hi,
Can someone send me CRM - BW documentation/cookbook to [email protected]
Will reward points.
Thanks in advance
Sanju

Hi Guys,
Any document of SAP BW with CRM environment scenerio .
Thanks

How to open archive link PDF in CRM Webclient UI

Hi,
i developed an own assignmentblock to display the last ERP billing documents for the current BP.
In ERP we attach the printed PDF billing document as a archive link document which is stored on the SAP content server.
I have the requirement to open this PDF document in my own CRM Webclient UI assignmentblock.
I think i need a kind of URL to open the document.
But i have now idea how this URL shall look like and how to generate it.
Or is there another idea for this?
Thanks a lot.
Kind regards
Manfred

Hi Manfred Feger,
I have a similar situation where in i need to display a document on web ui (help document),
can u please share the details of your program.
Have you saved your file on application server ?
Thanks

CRM Webclient 2007 CookBook

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