CRM2007 and Fact Sheet

Hi Folks
We are in the middle of an upgrade from CRM 3.1 to CRM2007. And then I am looking at the new Fact Sheets. In our old CRM 3.1 system we have a lot of self developped Info Blocks (Assignment Blocks in CRM2007).  And in the new CRM2007 the users want the same data displayed in the Fact Sheet.
When i'm looking at the existing Assignment blocks in the new Fact Sheet it seems to me that all the views are of type Table. What if I want to make some different views, each containing one Note (Long Text) entry? Is it possible?
What is the best to do? In the old CRM 3.1 system I copied the Class CL_CRM_CCKPT_IO_OPENLEADS to a Z-class. And then this class was my skeleton for the rest of the Info Blocks we have developped.
What to do in CRM2007?
- Enhance the component BP_FACTSHEET?
- Copy views from BP_FACTSHEET to Z-component, and then make some changes?
- Create own component and own views from the bottom?
Hints needed!
Have a nice day.
Carsten

Hi Carsten,
Would you mind sharing how you did this. I need to create some custom views and populate these with data from ECC6.  I am struggling with finding out where in the view it should be populated with data.
Your help would be much appreciated.
Regards,
John

Similar Messages

  • Create own views in the Fact Sheet

    Hi Forum,
    I am trying to create my own views in the fact sheet.
    for instance open opportunities,closed oppportunities,open leads,closed leads... w.r.t a particular BP.
    plz guide how this can be achieved.
    Kind Regards!
    Lucas

    Hi Lucas,
    In order to create your own views in the fact sheet follow the above steps:
    spro  CRM  Master Data  Business Partner  Business Partner Cockpit  and fact Sheet.
    Make the settings in Define Info blocks and views by first maintaining the info blocks. Then go to View definitions and assign info blocks.
    Before creating you Info block you have to create your own class and then register this class in CRMC_CCKPT_IOREG table in order to see it in the fact sheet list.
    Hope it helps!
    Best regards,
    Roula Lazaridou

  • Open_Leads fact sheet displays the "key" for Qualification Level

    Hi all,
    Adding the Open Leads fact sheet to my config...
    It actually displays the Qualification Level, but showing the KEY and not the description...
    Is there a note I need to implement to correct this?
    BP_FACTSHEET --> OPENLEADS
    Went to the context node and apparently the Lead's Qualification description is not returned.
    Anyone has noticed the same?

    >>Hi Shridar,
    >>You can define your own views under spro>CRM>Master Data>business >>Partner>buisness Partner Cockpit and Fact sheet-->Define Info blocks.
    >>Hope it helps.
    I am using CRM 5.2 and I can no longer find such menu items in SPRO:  buisness Partner Cockpit and Fact sheet-->Define Info blocks.  Do you have a t-code for it or another way of getting to it?  At some point I was actually able to get to Business partner cockpit and fact sheet.  But I am having trouble getting there.  Please advise, thanks!

  • CRM2007, Fact Sheet, Long Texts (STXH/STXL)

    Hi Folks
    We are in the middle of an upgrade from CRM 3.1 to CRM2007. And then I am looking at the new Fact Sheets. In our old CRM 3.1 system we have a lot of self developped Info Blocks (Assignment Blocks in CRM2007). And in the new CRM2007 the users want the same data displayed in the Fact Sheet.
    When i'm looking at the existing Assignment blocks in the new Fact Sheet it seems to me that all the views are of type Table. What if I want to make some different views, each containing one Note (Long Text) entry? Is it possible?
    What is the best to do? In the old CRM 3.1 system I copied the Class CL_CRM_CCKPT_IO_OPENLEADS to a Z-class. And then this class was my skeleton for the rest of the Info Blocks we have developped.
    One of our needs is that we have to make a Viewset with example 4 viewareas, 2 rows and 2 columns.
    Each viewarea should then containe one view. And in each of these views we want to display one longtext (Note)
    In our old CRm 3.1 world we read the specific Longtext (from STXH/STXL) with the functionmodule READ_TEXT. The ID could be Z23A, Z23B....Z23H and the Name = Customer Number.
      call function 'READ_TEXT'
        exporting
    *   CLIENT                        = SY-MANDT
          id                            = zzid
          language                      = sy-langu
          name                          = w_name
          object                        = 'BUT000'
    Is it possible to have one view displayed in the four viewareas, and then in a kind of way just change the ID to display four different texts??
    Best regards
    An Mery Xmas
    Carsten

    Hi Folks
    I have now been able to display Notes in the Fact Sheet
    Best regards
    Carsten

  • Status used in open and completed transactions in Fact Sheet

    Hi! I would like to confirm the logics used in the fact sheet to display open and completed transactions. I read on the help that for open (for example) transactions, system is using status 'open' and 'in process'. This seems to me like system status. However, when I ran the fact sheet, the control is more at the user status level. So, I need clarification on this. Also, where can I find the status and transaction logics used for the extraction of these transactions (e.g. what transaction types are used)? I could not find the codings in the method GET_REPORT under class CL_CRM_CCKPT_PROCESS_CLOSED for example. Perhaps I have looked in the wrong place?
    Appreciate any help on the above.
    Cheers!
    SF

    No response. Based on what is being debugged, all transactions are taken into account.

  • How to pass variable between CRM Fact sheet and BI web template

    Hello,
    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.
    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.
    Thus far I have created a 'filter pane' in my web template but do not know how to link this with the CRM fact sheet or even how to link it to my query variable. Currently when my template is called from the factsheet (portal) it displays results for multiple customers without any filter!
    Please advise how to proceed in linking the CRM fact sheet 0Customer number with my web template filter pane!
    Full points for useful answers!
    Thanks
    Naresh

    Hello,
    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.
    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.
    Thus far I have created a 'filter pane' in my web template but do not know how to link this with the CRM fact sheet or even how to link it to my query variable. Currently when my template is called from the factsheet (portal) it displays results for multiple customers without any filter!
    Please advise how to proceed in linking the CRM fact sheet 0Customer number with my web template filter pane!
    Full points for useful answers!
    Thanks
    Naresh

  • Fact sheet and RFC connections

    Hi All,
    I have an issue regarding the working of fact sheet. And I suspect authorization issues.
    Here is my scenario: I am accesing the BSP application (CRMM_ACCOUNT) in portal. For the fact sheet data will be coming from BW server if I am not wrong.  When I click on the fact sheet in accounts application screen just refreshes, it wont show any error.
    Here are my questions,
    1) From CRM server do we have to maintain any RFC connections for the user to access BW or they will be there automatically.
    2) from portal side, do we need to maintain any other thing together with user mapping for Portal, CRM and BW systems
    however, i can see the fact sheet in sap gui and in web client.
    I read SAP notes regarding this, nothig worked out fine,
    Any suggestions or help is greatly appreciated.
    Thanks
    Murthy

    Hello, Murthy,
    Do you want to access the standard account factsheet delivered by SAP? Normally when you select an account inside the Account BSP in the portal and click on Factsheet button, you are brought to a new portal page that contains SAP-delivered iViews with factsheet data. It is possible for you to add your own factsheet iViews to that page (I can point you to the corresponding doc if you need such addition).
    You mention that when you click on Fact Sheet button in the BSP application, no new portal page is brought up. What exact version of CRM portal package you use? At this stage, I don't see problem with BW connection, because the backend BW system is called once the iViews are loaded, but in your case those iViews are not called...
    Sincerely,
    Arman

  • Fact sheet link in transaction cic0 and crmd_order_bp

    Hello,
    I have created new Fact Sheet view, which display some products with links to it's detail by a sapevent. This link works in transaction cic0, but not in business partner cockpit. Is there any difference, how to create links for there applications?
    There is a standart view Campaign, which works in cic0 as well as in cockpit. I follow the same way: with a help of CRMCL_CCKPT_TEMPLATESPLITTER create a link for an business object(BUS1178) and guid...
    Many thanks for your responce,
    Milan

    Hi Sangeeta,
    As per your statement, my understanding is that the Organization Attributes are not maintained in the Customization. If all the values are properly maintained then based on the Organization Data determination, the system would have picked up the data. You can first check the Organization Structure and see all the attributes are properly maintained or not and then check whether the Object Permitted in determination checkbox is checked. Then create a Transaction and see that all the Organization data are getting filled properly.
    Have a look at the following link for a complete guide to the Organization data determination customization.
    http://help.sap.com/saphelp_crm70/helpdata/en/6d/5c1738453fde16e10000009b38f8cf/frameset.htm
    If the Organization data customization is not meeting your requirements then you can have a second look at the development approach. Then we can have a look at the available Objects to get the desired functionality.
    Hope this helps.
    Thanks,
    Samantak.

  • Marketing Attributes and Communication info in pdf fact sheet.

    Hi,
    I have a requirement to get the communication details and marketing attributes in the pdf fact sheet.
    Smartform CRM_ACC_ACCOUNT_OVERVIEW_PRN has no coding for these info, although both informations are available in online version.
    There is a program CRM_MKTBP_ATTR_HISTORY availble to diplay attributes, but i have no clue how to bring the entire program in smartform. Can anyone help on this how to fetch these info in pdf?
    Regards,
    Neel

    Hi Neel,
       You can create a custom smart form for this . take the help of a ABAP programmer.
    You can use tables ADRC for communication details .
    For marketing attributes : you can use function module CRM_MKTBP_READ_BP_LIST giving the BP guid in table IT_BP_LIST. This will give you the attribute set along with the attributes and their values assigned to the BP.
    Example call:
    Test for function group CRM_MKTBP_DB
    Function module CRM_MKTBP_READ_BP_LIST
    Import parameters Value
    IV_LANGU EN
    Tables Value
    IT_BP_LIST 1 Entry
    Result: 1 Entry
    ET_BP_ALLOCLIST 1 Entry
    Result: 2 Entries
    ET_RETURN 0 Entries
    Result: 0 Entries
    One you get these values you can pass this to your smart form.
    Hope this helps
    Best regards
    Sourabh
    Edited by: Sourabh Verma on Apr 9, 2009 9:31 AM

  • Name of Fact Sheet in Customizing - CRM2007

    Hi Folks
    Does anyone now where I can change the name of the Fact Sheet shown?
    In standard the name of the Fact Sheet is: BP_ACCOUNT_FS.
    I have made a copy of the Fact Sheet, named ZBP_ACCOUNT_FS.
    But I can't find any place where I can change the pointer to my own Fact Sheet!!
    Bet regards
    Carsten

    Hello
    To my knowledge, CRM does not store any statistics. Some telephony software (BCM, Genesys, etc.) provide such statistics. Even I think that BI has a "reporting agent" report.
    Regards
    Joaquin

  • BW report in BP Fact Sheet in CIC0

    Hi Gurus,
    We wish to display BP specific BW reports in our CIC0 fact sheet. We have configured a web template and are able to view the BW view in the CIC0 fact sheet. The issue is, that we want the BW query to run automatically based on the BP confirmed in CIC0. Currently, we get the BW view wher we open a query and then populate the BP in the selection screen and run the report. The report then shows the expected data in fact sheet. However, ideally, the BP should automatically be passed in BW query as its already confirmed in CIC0, as it does when we get information from R/3 regarding a BP.
    Any help would be highly appreciated.
    Cheers!
    Amit

    Hi guys,
    I have the same problem, I need to call bw reports using the BP selected at cic0.
    I tried 2 options, I can display the bw reports but the BP is not send as a parameter.
    1- I created an action box in cic0 to call transaction RRMX in BW. I used BOR method, object type TSTC and method execute. This works fine to call the reports but can't find any option to send the bp as a parameter.
    2 - I created a bsp version of the bw reports and created an HTML call from CIC0. But the BW report doesn't accept parameters. Also I don't know how to send the BP as a parameter, it seems that I can only send Text.
    Let me know if you find another way to call bw reports from cic0.
    Cheers,
    Hernan.

  • Sales orders are not shown within the ICWeb Account Fact Sheet

    Hi experts.
    We're having problems with the account fact sheet on the ICWeb.
    Even though our test customer has sale orders assigne when we select Order History, the fact sheet shows no data. Nevertheless, when we press button new order and then Order History, then the sales order`s list is available.
    By the way, we are using view ICCMP_ERP_ORDER.
    Please, can anyone help us?
    Thanks in advance.
    Almudena

    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.
    It will be very pleased, if you can tell me how you solved your issue ? maybe it will be the same for me
    Thanks in advance
    Best Regards
    Alexandra Rodriguez

  • IBase in Account Fact Sheet

    Hello experts,
    I have a question concerning the account fact sheet:
    We want to show the IBASE of the customer in the Fact Sheet (BP_ACCOUNT_FS), so I went to the Workbench and added the IBASE Component Fact Sheet. Unfortunately the available fields don't contain information about the product ID.
    Within the Account Fact Sheet of the IC WebClient the section of the IBASE does contain information of the product ID.
    So is there a possibility to use the IBASE section of the ICCMP_AFS in the BP_ACCOUNT_FS?
    (Adding the ICCMP_IBASE0001 to BP_ACCOUNT_FS in Customizing and Workbench withour additional settings did not work).
    Thanks for your help in advance!
    Regards Anne

    Hi Aakshi,
    Please check in transaction SICF in the BW system that the required service is activated - note 1124553 will help with this.
    Kind regards,
    Vanessa.

  • BP Fact Sheet adding Multiple BI views using SAP configuration tool

    Hi,
    I am able to add multiple BI reports to the Fact Sheet using SAP standard Configuration. But all the views appear with the Same Heading "BI Report". Is there a way I can change the title "BI Report"  to something more specific to the Report context using SAP Standard Configuration or a BADI.
    E.g. Sales Data Report / Volume Analysis
    instead of BI Report / BI Report
    I am able to do so by creating my own BI inbound plugs for the interface definition in the component BP_FACTSHEET but I do not want to use that approach if their is a SAP standard way of doing it.
    Any advice will be greatly appreciated.
    Sumeet

    Hi Sumeet,
                     If you want to change the title of the view then you have to go particular component and view .Then redefine  this method IF_BSP_WD_HISTORY_STATE_DESCR~GET_STATE_DESCRIPTION  and give ur title in description variable.Or you can go to this component BSP_DLC_FS and change the title when you assign the view in particular tiles.
    Thanks
    Vishwas Sahu

  • BP Fact sheet XML error

    Hi
    In BP sales area data Fact sheet tab when I select the view BW BP master data the following error is showing. Why this is error is coming can anybody help me???
    Rendering ERROR
    XML parsing error (3006) in 67102328[stream], line 5, column 14: invalid symbol '<' in literal 'http://<'
    XML
    XSLT
    CRM_CCKPT_CFS_SERVICE_DEFAULT
    Regards
    VN

    Hi,
    I had similar issue and resolved it.
    In our case the issue occured for only specific BPs. So this solution may be helpful where the issue occurs for specific BPs.
    The issue occurs because of special characters Ex : "#" entered in Long text.
    Once you delete these special characters in the text field the issue will be resolved.
    Hope it helps..
    VJ

Maybe you are looking for

  • BPM Process Context Issue

    Hi Experts,                Can i use WDJ context as process context in BPM(Once i assigned WDJ component to a Task, i can able to see the WD context in Data types ) or we have to create a separate xsd in BPM. i came to know about this functionality s

  • Internal/System Mic How do I get it back?

    So a while back I carelessly removed the microphone built into my laptop (the software or whatever in the volume control options not the actual hardware) which is a Satellite C655-5068. I did not know i had actually removed the driver, and I was wond

  • Logical Stanbdy database not working

    Dear Friends, I configured a logical standby database in oracle 11g. First i configured the physical standby. Its working fine. Data transfered. Then i convert to logical standby. The commands are working correctly. SCN also changed in logical standb

  • Linking problems with Intermedia

    While trying to execute the following sql statement: create index sws_ctx_index on site_wide_index (datastore) indextype is ctxsys.context parameters ('datastore sws_user_datastore memory 250 M'); I'm getting the following error: ERROR at line 1: ORA

  • I cannot synchronize my contacts with my Blackberry with iCloud

    Since the move from Mobileme to Icloud I cannot synchronize my contacts with my Blackberry using desktop software from Rim. Has anyone an idea on how to do it ?