CRM Worklist settings CRMD_ORDER

Hey,
Does anybody know how to configure the worklist in a CRM 5.0 system?
In the worklist of the CRMD_ORDER transaction there are two selection criteria's:
- belonging to
- transaction category
Is there a way to default a possibility? For instance, standard SAP defaults '04 my favorites' but can I default it to '01 me' ?
The same applies for the transaction category.
Further is it possible to add additional entries for the 'belonging to' or the 'transaction category'?
Thanks in advance
Kind Regards,
Christoph

Hi
In case this is still an issue, there is a button on the toolbar, beside business partner cockpit and business transaction buttons, called :Settings - CtrlShiftF8
In here you can customise the tab that sits on top, and the default values for input fields as well, this may help.
Cheers
Cara

Similar Messages

CRM Worklist: Everything you want to know about CRM workflows !

Hello,
I created a wiki page which gives all information about CRM worklist. It gives more insights on how CRM workflows are little different from workflows in another systems, how do we migrate CRM workflows to higher versions like CRM 6.0 and CRM 7.0, what are the functionality differences between CRM 5.0 and CRM 7.0 in terms of workflows and much more !!
[CRM WebUI Worklist Wiki Page|http://wiki.sdn.sap.com/wiki/display/CRM/CRM7.0Worklist]
Regards,
Anand

Thank you.)

CRM Worklist: Everything you must know about CRM workflows !

Hello,
I created a wiki page which gives all information about CRM worklist. It gives more insights on how CRM workflows are little different from workflows in another systems, how do we migrate CRM workflows to higher versions like CRM 6.0 and CRM 7.0, what are the functionality differences between CRM 5.0 and CRM 7.0 in terms of workflows and much more !!
[CRM WebUI Worklist Wiki Page |http://wiki.sdn.sap.com/wiki/display/CRM/CRM7.0Worklist]
Regards,
Anand

Re: Everything you need to know about Foxtel Go
Iam book in to have foxtel install on 2nd of March was offered Thursday the 28 my appointment has been cancelled so can be home Thursday I put a complaint in as was told it was 1hour for change over from T Box but no one has got back to me

Not getting Pop-Up for rejection in CRM Worklist

Hello all,
I am working on CRM workflows and we are on EHP 6 where for Generic User Decision Task we can give Justification as required or mandatory.
When I create a task with approve and reject buttons and make Rejection Reason as mandatory on Reject it works fine in SBWP inbox ,when I try to execute same from CRM Worklist I wont get the POP-UP to give rejection reason.
Please let me know how to get the popup for rejection in CRM worklist.

Hi Lohit
I am not sure if note pop-up is available for CRM WebUi or even UWL. It's only for backend.
However, you can try note 1964571 - which is for similar functionality for Extended Notifications. Not sure if CRWebUI will call the same components and would analyze the additional parameters of SAP_WAPI_DECISION_READ.
Also, does CRM UI has the same XML config as for the UWL? if yes, then you can configure the XML to provide a popup for mandatory decision note.
Here is one link:
http://help.sap.com/saphelp_nw04s/helpdata/EN/7a/df014b037141ca9afc6433ed42b519/content.htm
Regards,
Modak.
PS: you might want to raise an OSS message, referencing the functionality of note 1643764 and then asking if that is available for CRM Worklist.

CRM Worklist Business Transaction Search

Hi Experts,
I am using CRM Service WebUI 7.0. In CRM Worklist Business Transaction Search there is a Search Criteria u201CPARTNER FUNTIONu201D. If we select this field as search criteria I get to see a list of Partner Functions in the list. Does anyone know how do we configure this Partner Function List. I am not able to find any setting for this in SPRO.
Regards
Namita

HI Namitha
You can configure the same under the following customizing path in SPRO
SPRO->CustomerRelationshipManagment->Basic Functions->Partner Processing.
Every partner function that you define needs to have access sequence. Via the access sequence the system will
determine the partner for that partner functions(based on how you define your access sequence).
Thanks
Abishek

Contact person Number range in ERP and CRM - Middleware settings

Dear SDN team,
We have currently integrated SAP CRM 5.2 and SAP R/3 4.6 c using Middleware .
The contact persons are maintained in SAP R/3 system and also downloaded into CRM system . Currently the Number range is different in both the systems
Going forward, we can create and maintain Contact Person data in CRM only. But we have an issue with the Number ranges allocation in ERP system.
Our Questions are :
1) Can we maintain a external number range for Contact Persons in ERP system ? If yes , how is this possible ? because Contact person is not a standard Account group in ERP and we cannot maintain PIDE settings for Contact persons .
2) What is the best solution to maintain Contact persons between ERP and CRM with active Middleware settings.
A Good answer will get maximum points.
Regards
Ritvij

Dear Ritvij,
Am no sure how best I can answer but attempting:
Basically the contact persons in the R/3 system when are transfered to a CRM, the system generates the number from the number range with internal number assignment of the standard grouping. Hence, no PIDE settings involved.
Now, maintaining the contact person in CRM and to determine the number range for contact persons differently, you got to go for enhancement. You can look at the note 564538 which might give you some clues as to what enhancements are required.
thanks
Ravi

How Do Archive CRM documents especially crmd_order & crmd_order_index

Dear All,
Could you let us know how to archive documents in CRM, especially crmd_order, crmd_order_index.
regards,
Milind Karoor

Hi
Check the below links may help you
http://help.sap.com/saphelp_crm70/helpdata/EN/4e/309e3a462f8a09e10000000a114084/frameset.htm
http://help.sap.com/saphelp_crm70/helpdata/EN/e6/c66f3b6c980c3be10000000a11402f/frameset.htm
Let me know if needed more information
Regards
Uday

Report for CRM-Opportunities - Open CRMD_ORDER for selected ALV row

Hello,
i created a report which can be used to find the relevant opportunities and list them in a ALV table.
I have the requirement that by doubleclick on the table line the selected opportunity shall open in tx crmd_order.
I have the GUID and the object_id of the opportunity in my ALV tableline.
Has anybody already experience how to achieve this?
Thank you
Best regards
Manfred

It works perfectly for me. Look at the code (this works)
REPORT ytestfhe3.
DATA: gv_1o_manag    TYPE REF TO cl_crm_1o_manag,
      gv_1o_main     TYPE REF TO cl_crm_1o_main.
DATA: gv_dynnr       TYPE sydynnr.
DATA: gv_1o_frame_pa TYPE crmt_1o_frame_pa.
DATA: gv_guid        TYPE crmt_object_guid.
DATA: gv_boolean     TYPE crmt_boolean VALUE 'X'.
PARAMETERS: p_order TYPE crmd_orderadm_h-object_id.
START-OF-SELECTION.
SELECT SINGLE guid FROM crmd_orderadm_h
                     INTO gv_guid
                    WHERE object_id EQ p_order.
END-OF-SELECTION.
gv_1o_frame_pa-transaction_guid = gv_guid.
CREATE OBJECT gv_1o_manag
    EXPORTING
      iv_with_navig = gv_boolean
      iv_1o_frame_pa = gv_1o_frame_pa.
IF sy-subrc <> 0.
    MESSAGE ID sy-msgid TYPE 'S' NUMBER sy-msgno
               WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
    EXIT.
ENDIF.
CALL METHOD gv_1o_manag->get_main_screen
    IMPORTING
      ev_dynnr = gv_dynnr.
CALL FUNCTION 'CRM_1O_MANAG_CALL_SCREEN_UI'
    EXPORTING
      iv_dynnr       = gv_dynnr
      iv_1o_frame_pa = gv_1o_frame_pa.

CRM 2007 - WEB UI "E-Mail Inbox"

Hi Gurus
I am struggling to understand the functionality behind "Transfer to CRM" from Agent Inbox
I have configured as per:
http://help.sap.com/saphelp_crm70/helpdata/EN/e1/8bbeffb1b940bb894aa7b7a4c51342/frameset.htm
I have loaded required CDO, etc and configured according yet, I have the following issues when I click on "Transfer to CRM".
System does not appear to pick up my Organizational Data Profile as I get the following errors:
    Enter an Organization Unit (Sales)
    Enter a Distribution Channel
    Enter a Sales Organisation
    My Org Data Profile is service related so I don't understand this error.
BSP Server Error: domainRelaxMin.htm Does Not Contain Any Application Entries
Any ideas on how this Transfer to CRM should work.
Click on "Transfer to CRM"
Click on "Save and Back"
What about if you want to reply to the message or must that be done through Outlook.
Regards
Panduranga

Hello,
Usually when you transfer email to CRM, you create transaction type 0004 (or something like that), am I right?
In standard delivery this transaction type is assigned "object reference profile" ACT_SUBSEQ. If you are not using this profile, then find out which one is relevant in your case.
Then, adapt this profile to suit your needs here:
SPRO >> CRM >> Transaction >> Settings fro service transaction >> Define object relationship profile.
Kind regards,
Nicolas Busson.

Jump target RRI from BW report to CRM Portal

Hello Experts,
Need to create a Jump target from the BW query to CRM Portal Tcode CRMD_ORDER.
I am passing the transaction number ( similar to sales order in R/3) to this tcode CRMD_ORDER in CRM
Step1) create the receiver
Type: Transaction. Defined the source system and entered the Tcode CRMD_ORDER in the 'report' field.
Receiver is created
Assignment. details:
I can see the source infobject 0CRM_OBJ_ID from the Infobject column; Type : Infobject; Field name : OBJECT_ID / GV_OBJECT_ID;
OBJECT_ID is the table field in the CRM System for the transaction number.
GV_OBJECT_ID is the screen field name in the CRM system for TCODE CRMD_ORDER.
I tried with both the OBJECT_ID and GV_OBJECT_ID.
Expected result: Open the Tcode CRMD_ORDER with the transaction number eg: 1000001 that is passed from the Bex report. Currently that is not happening. It is opening Tcode CRMD_ORDER but not the document 1000001. I have to manually open it.
Please suggest if anything got missed in the definetion of RSBBS.
Regards,
BWer

Hi,
What I found out so far is that by using a URL like
http://...:8060/sap/bc/gui/sap/its/BBP_POC_DISPLY?sap-client=300&sap-language=EN&PO_GUID=490622657B526483E10000000A0A3D25
in RRI it is possible to jump from a BW web report to SRM to display a corresponding purchase order. This URL uses the PO_GUID, but with help of a couple of lines of ABAP in a custom BSP I was able to use the PO number instead of the GUID, too.
In general I am looking for URL's do display purchase oders, shopping carts and confirmations in SRM and URL parameters that can be used. Or anything related to that topic.
From my experience users find it very useful to easily jump from BW into the original transactions to clarify potential issues there. I have implemented this a lot in the past with BW and classic R/3 GUI transactions, so I'm looking for a way to implement this with SRM as well.
Best regards,
Rudolf

How to create complaints with reference to ECC Billing document (CRM 7.0)

Hi experts!
I use ECC 6.0 and CRM 7.0.
I have to create CRM complaints (ZCLR - CLRP) with reference to ecc billing documents.
I read the following topics and help:
1. How to create complaints with referenceto ECC Billing document
2. Re: How can we transfer billing documents from SAP ERP to CRM 2007?
3. http://help.sap.com/saphelp_crm70/helpdata/en/46/029ba32e675c1ae10000000a1553f6/frameset.htm
Made these settings:
1. Define the Business object type
Goto SPRO>CRM>Transaction>Settings for Complaints>Integration>Trnsaction Referencing>Define Object types for Transaction reference
2. Assign Business Object Types to Transaction Types
Goto SPRO>CRM>Transaction>Settings for Complaints>Integration>Trnsaction Referencing>Assign Business Object Types to Transaction Types
3. Implement a BADI - CRM_COPY_BADI_EXTERN.Check Implementation CRM_COPY_BADI_BILLDO for more information on the coding for referencing the ECC Billing document.
Goto SPRO>CRM>Transaction>Settings for Complaints>Integration>Trnsaction Referencing>BAdI: Create Complaint with Reference to External Transaction.
but still do not know,
1) if I should pre-replicate billing documents into CRM ?
2) Or, the system uses the RFC to find these documents in ECC to create reference?
Please help me.
Best regards Kostya.
Edited by: Kostya Khveshchenik on Oct 20, 2010 2:09 PM

not resolved =(
Edited by: Kostya Khveshchenik on Nov 19, 2010 8:50 AM

CRM 5.0 - IC WebClient - Agent Inbox - Forward to Function

Hi Gurus
In the Agent Inbox I can view Emails, Service Tickets & Follow-up Transactions.
Currently I can forward Emails to other employees, but I cannot forward Service Tickets or Follow-ups.
Is this purely config, if so where must I look?
Many Thanks in advance.
Panduranga

Hello Panduranga,
Responsible group is a (SAP standard) partner function. Just add that partner function in the partner determination procedure of that transaction type(s).
Responsible groups will only work when you have maintained your organisational structure.
When you assign a responsible group to a transaction everyone in that responsible group (in the organisational mgmt) can see the transaction in it's inbox.
A responsible group will be an organisational unit of the organisational structure. Everyone assigned to that organisational unit will be able to see the transaction in it's inbox.
Maintain org. structure
Transaction PPOMA_CRM
Maintain partner determination procedure
SPRO->CRM->Basic settings->Partner processing->Define partner determination procedure.
Hope this works!
Regards,
Joost

Integration of CRM Service with ERP MM (Reservation, Purchase Requisition, Purchase Order)

My (i think simple) question is about integration of CRM service to ERP MM, e.g. for spare parts delivery or spare parts purchasing or scrapping parts in a CRM service order - i thought something very basic and standard
I always thought that inside a ERP SD order you have item categories and those item categories do have a schedule line category and a requirement class and from those are determined the MM movement typ and the automatism if the system creates in MM a reservation a purchase requisition or a purchase order. That was always my understanding
Now i was surprised to learn the customizing in SAP CRM (CRM/Transactions/Settings for Service Transactions/Integration/ Logistics Integration/Define Transfer parameters) - there i can say:
CRM Transaction Type+ CRM Item Category = ERP Movement Type + ERP Special Stock Indicator
or next to it in the SAP CRM Customizing
(CRM/Transactions/Settings for Service Transactions/Integration/ Logistics Integration/DefineLogistics Scenario for the Procurement of Material and Sales)
i can say:
CRM Transaction Type+ CRM Item Category = ERP Reservation or ERP purchase requisition or ERP purchase Order
Now i know that in SAP CRM if you have a transaction and an item category for a logistics operation, the system creates an EPR sales order of the same number and type with the same item categories.
My question is: WHERE is determined which movement type the system uses and if there is created a reservation or purchase requisition or purchase Order. Is it determined in the ERP by using the ERP sales order item category and the SD item category customizing or is it determined by the customizing in the SAP CRM that i described above?
Thank you

Hi Anup,
I am facing purchase requisition creation problem for service products from crm.
I have seen your query which was posted on same issue, so i thought i could get some help.
The problem here is when i am saving the service order i am getting the below message.
Enter a (default) purchasing group for material group SUB_MC (Notification E CRM_SRV_LOG_EXT_OLTP 002).
I have actually downloaded mat_dien materials from ecc to crm and for material purchase group is already assigned for one plant, but still not able to recognise.
Please help me out.
Thanks in advance.

How to configure SAP ECC DMS content repository with CRM Services Object

hi,
we have SAP Document management system which is currently integrated with SAP R/3 Ecc system .
with ref. to sap standard functionality i am able to upload the document in DMS content repository through SAP R/3 Ecc System as below.
step-1 ,T.code:CV01n
a.     create - DMS Documents
b.     Oupload Scanned documents in DMS system
c.     select content repository
d.     Save Document
now, in same manner i want to store business documents in SAP ECC R/3 DMS content repository using CRM services trnsaction"CRMD_ORDER". kindly guide me suitably.
regards,
sunil

i am explaining your proble
a.    create - DMS Documents
b.     Oupload Scanned documents in DMS system
c.     select content repository
d.     Save Document
after saving open to document in cv02n and track status of doc i.e. AR CR & RE
if RE status is there the it will repositor at server
Regards,
Sanjeev

Problem in delta changes from ECC to CRM for Customers created in CRM systm

Dear all,
I am replicating customers between CRM and ECC and vice versa. The Delta changes are replicating from CRM to ECC system, but not happening from ECC to CRM system.
I have created some customers in CRM system and changed some address data, those changes are perfectly updating in back end ECC system.
But when I make some changes for the same customer from ECC system, those changes are not updating back in the CRM system.
I could not get the problem where exactly is coming. I request your expertise to help me in resolving this issue. I believe all middleware and pide settings are correct.
Your suggestions are highly appreciated.
Best regards
Raghu ram

Hi Shanthala,
Thank you very much for your prompt response, I have checked Customer_main adapter object in R3AC1, no filter has been found there.
and in R3 table TBE31, I could not find entry for CRS_CUSTOMER_COLLECT_DATA for APPLK = BC-MID.
As well in CRMRFCPAR table I could see X assigned to field named with 'In Queue Flag', but I could not find DISCARDDAT for CRM (User) settings.
Kinldy help me to resolve the issue.
Your suggestions will be highly appreciated.
Best regards
Raghu ram

CRM Worklist settings CRMD_ORDER

Similar Messages

Maybe you are looking for