Customising Related Information Layouts

Hello,
For the Accounts Related List under Contact I want to add the Status field.
Unfortunately Status is not one of the availalbe fields to be customised on the Accounts Related Information Section.
Does anyone know if we can change which fields are available within 'Step 2: field set-up' for customising Related Lists.
Regards
Minesh Patel

The Related Information list for both accounts (under contacts) and contacts (under accounts) works with the Account Contact Table. You cannot create new fields to this table. You also cannot bring any fields from either Account or contact objects. This is an intersection table that needs major enhancement

Similar Messages

Customizing Related Information Layout

Hi,
Need to add the "Last Activity" field in "Contact" Related Information Layout for "Accounts" record type.
The Problem is, can't find the "Last Activity" field in the Available Section of the Related Information layout for Contacts in Accounts record type.
How can I add a field in the Available section to get it to the selected section.
Thanks

The last activity field is not available in the contact related information layout for the account record type at this time. Fields will be added in a future release.

Contact Related Information layout (on Opportunity page)

Hi!
I would like to customize the Contact Related Information layout from the Opportunity page. I would like to be able to add the Contact Phone Number within that section, but, as you can see in the attached screenshot, the only fields available in Contact Related Information layout are: First Name, Last Name, Name, Primary, Buying Role, Owner + other Opportunity specific fields like (Close Date, Forecast, Sales Stage etc.) How come I find Opportunity fields in Contact Related Information layout instead of finding Contact specific fields (like Phone Number, Contact Type etc.)?
Thank you,
Delora

Delora, I would recommend that you submit a enhancement request to CRM On Demand customer care for the additional contact fields.

Task related information

I am trying to add my custom object as related information in the task page. I have done the whole application customization>related information layout> and created the new layout, then went in to step 5 and made the custom object related info layout I just created. I also added it to related info in step 4. It says it's all there and there is full access, but I do not see my custom object anywhere on task detail.

I'm having similar problems here with CO10 not showing up as related info for SR. Suggest you open a TAR with support. No problems raised when performed similar steps with CO02.
Flavio - Triscal

Books in Related Info layout

Hi,
In contact page layout Step-4 i have Books in Related Information but in Step-5 Related information Layout Books is not visible.
Need help...

Hi,
If you have added the Book section under related information in page layout and access profiles are proper you should be seein that in detail page. If still its not visible, in the detail page click on 'Edit Layout' link on right upper side of the record. Ther Book should be visible. Just selct that.
Thanks,
Amlan

Related Information of Doc. No. is showing in ******* forms

Hi Gurus,
My last thread is going long, so i m starting new one related to same problem..
Problem:--
My report is displaying Document Number, Base Amount & Tax Amount....which has correct values, but other related information is not coming...
*Means Document Number, Base Amount & Tax Amount is coming properly, BUT all the information related to that like Doc. date, Posting Date, Vendor Code, Vendor Name, Purchasing Doc. Number, Tax Code, Vendor Invoice No. IS NOT DISPLAYING with it...there showing *******, ******, ******** only*
Please let me know how can i display all the information related to Document Number...
My Code:---
REPORT zak_form_c4 NO STANDARD PAGE HEADING LINE-SIZE 125 .
TABLES : bsik,bkpf,bseg,j_1imovend,lfa1,t001,t005u,bsak,ekko,bsis, ekkn, anla, anlc.
TYPE-POOLS : slis.
DATA : BEGIN OF itab OCCURS 0,
       belnr LIKE bsik-belnr, "Document number
       buzei LIKE bseg-buzei, "line item
       hkont LIKE bseg-hkont, "Gl account
       mwskz LIKE bseg-mwskz, "Tax Code
       dmbtr LIKE bseg-dmbtr, "Amount
       ebeln LIKE bseg-ebeln, "Purchasing Document
       ebelp LIKE bseg-ebelp, "line item nbr
       hwbas LIKE bseg-hwbas, "Base amount
       shkzg LIKE bseg-shkzg, "Debit/Credit code
       gjahr LIKE bsik-gjahr, "Fiscal Year
       bldat LIKE bsik-bldat, "Document Date
       budat LIKE bsik-budat, "Posting Date
       lifnr LIKE bsik-lifnr, "Vendor number
       xblnr LIKE mkpf-xblnr, "Ven invoice nbr
       name1(25),                                           "name1
       ort01 LIKE lfa1-ort01, "City
       j_1ilstno LIKE j_1imovend-j_1ilstno, " Vendor tin nbr
       regio LIKE lfa1-regio, "Region Code
       bezei LIKE t005u-bezei, "Region desc
       dmbtr1 LIKE bseg-dmbtr, "Amount
       hwbas1 LIKE bseg-hwbas, "Base amount
END OF itab.
DATA:
v_bldat TYPE bldat,
v_dmbtr TYPE dmbtr,
v_hwbas TYPE hwbas.
DATA : BEGIN OF itab1 OCCURS 0.
        INCLUDE STRUCTURE itab.
DATA:END OF itab1.
DATA : BEGIN OF itab2 OCCURS 0.
        INCLUDE STRUCTURE itab.
DATA : END OF itab2.
DATA : itab3 LIKE STANDARD TABLE OF itab2 WITH HEADER LINE.
***********************************Purchase order history
DATA:   BEGIN OF bet OCCURS 50.
        INCLUDE STRUCTURE ekbe.
DATA:   END OF bet.
DATA:   BEGIN OF bzt OCCURS 50.
        INCLUDE STRUCTURE ekbz.
DATA:   END OF bzt.
DATA:   BEGIN OF betz OCCURS 50.
        INCLUDE STRUCTURE ekbez.
DATA:   END OF betz.
DATA:   BEGIN OF bets OCCURS 50.
        INCLUDE STRUCTURE ekbes.
DATA:   END OF bets.
DATA:   BEGIN OF xekbnk OCCURS 10.
        INCLUDE STRUCTURE ekbnk.
DATA:   END OF xekbnk.
DATA : w_container TYPE scrfname VALUE 'CL_GRID',
       w_cprog TYPE lvc_s_layo,
       g_repid LIKE sy-repid,
       w_save TYPE c,
       w_exit TYPE c,
       cl_grid TYPE REF TO cl_gui_alv_grid,
       cl_custom_container TYPE REF TO cl_gui_custom_container,
       it_fld_catalog TYPE slis_t_fieldcat_alv,
       wa_fld_catalog TYPE slis_t_fieldcat_alv WITH HEADER LINE ,
       layout TYPE slis_layout_alv,
       col_pos LIKE sy-cucol ,
       alvfc TYPE slis_t_fieldcat_alv.
SELECTION-SCREEN : BEGIN OF BLOCK b1 WITH FRAME TITLE text-001.
PARAMETERS       : hkont LIKE bseg-hkont OBLIGATORY. "GL Code
*SELECT-OPTIONS   : hkont FOR bseg-hkont .
SELECT-OPTIONS   : belnr FOR bsik-belnr .
SELECT-OPTIONS   : gjahr FOR bsik-gjahr .
SELECT-OPTIONS   : bldat FOR bsik-bldat.
SELECT-OPTIONS   : budat FOR bsik-budat.
SELECTION-SCREEN : END OF BLOCK b1.
PERFORM fill_catalog1 USING:
'HKONT'    'ITAB2'    'G/L Code' ,
'BELNR'    'ITAB2'    'Document Number',
'GJAHR'    'ITAB2'    'Year',
'BLDAT'    'ITAB2'    'Doc. date' ,
'BUDAT'    'ITAB2'    'Posting Date',
'LIFNR'    'ITAB2'    'Vendor',
'NAME1'    'ITAB2'    'Name',
'EBELN'    'ITAB2'    'Purchasing Document',
'MWSKZ'    'ITAB2'    'Tax Code',
'HWBAS'    'ITAB2'    'Base Amount',
'DMBTR'    'ITAB2'    'Tax Amount',
'XBLNR'    'ITAB2'    'Vendor Inv. No.'.
SELECT DISTINCT hkont belnr gjahr bldat budat INTO CORRESPONDING FIELDS OF TABLE itab
                  FROM bsis
                  WHERE bukrs = '1000'
                  AND hkont = hkont
                  AND belnr IN belnr
                  AND gjahr IN gjahr
                  AND bldat IN bldat
                  AND budat IN budat.
SORT itab BY belnr.
LOOP AT itab.
SELECT * FROM bseg WHERE belnr = itab-belnr AND gjahr = itab-gjahr
                                               AND bukrs = '1000'
                                               AND ( ebeln <> ' ' OR hkont = hkont ).
    IF sy-subrc = 0.
      itab-buzei = bseg-buzei.
      itab-mwskz = bseg-mwskz.
      IF bseg-ebeln <> ' '.
        itab-ebeln = bseg-ebeln.
        itab-ebelp = bseg-ebelp.
        MODIFY itab.
      ENDIF.
      IF bseg-hkont = hkont.
        itab-shkzg = bseg-shkzg.
        itab-hwbas = bseg-hwbas.
        itab-dmbtr = bseg-dmbtr.
        IF itab-shkzg = 'H'.
          itab-dmbtr = itab-dmbtr * ( -1 ).
        ENDIF.
        MOVE-CORRESPONDING itab TO itab2.
        APPEND itab2.
      ENDIF.
    ENDIF.
ENDSELECT.
ENDLOOP.
LOOP AT itab2.
SELECT SINGLE * FROM ekko WHERE ebeln = itab2-ebeln.
IF sy-subrc = 0.
    itab2-lifnr = ekko-lifnr.
ENDIF.
CALL FUNCTION 'ME_READ_HISTORY'
    EXPORTING
      ebeln = itab2-ebeln
      ebelp = itab2-ebelp
      webre = 'X'
    TABLES
      xekbe = bet
      xekbz = bzt
      xekbes = bets
      xekbez = betz
      xekbnk = xekbnk.
itab2-xblnr = bet-xblnr.
SELECT SINGLE * FROM lfa1 WHERE lifnr = itab2-lifnr.
itab2-name1 = lfa1-name1.
itab2-ort01 = lfa1-ort01.
itab2-regio = lfa1-regio.
SELECT SINGLE * FROM t005u WHERE bland = itab2-regio
                              AND spras = 'EN'
                              AND land1 = 'IN'.
itab2-bezei = t005u-bezei.
SELECT SINGLE * FROM j_1imovend WHERE lifnr = itab2-lifnr.
IF sy-subrc = 0 .
    itab2-j_1ilstno = j_1imovend-j_1ilstno. " Vendor tin nbr
ENDIF.
MODIFY itab2.
ENDLOOP.
SORT itab2 BY belnr.
LOOP AT itab2.
v_dmbtr = v_dmbtr + itab2-dmbtr.
v_hwbas = v_hwbas + itab2-hwbas.
AT END OF belnr.
    itab2-dmbtr = v_dmbtr.
    itab2-hwbas = v_hwbas.
    itab2-bldat = v_bldat.
    APPEND itab2 TO itab3.
    CLEAR: itab2, v_dmbtr, v_hwbas.
ENDAT.
ENDLOOP.
layout-zebra = 'X' .
layout-colwidth_optimize(1) = 'X'.
CALL FUNCTION 'REUSE_ALV_GRID_DISPLAY'
EXPORTING
    i_callback_program = 'ZAK_FORM_C4'
    is_layout          = layout
    it_fieldcat        = it_fld_catalog
    i_default          = 'X'
    i_save             = 'A'
TABLES
    t_outtab           = itab3
EXCEPTIONS
    program_error      = 1
    OTHERS             = 2.
IF sy-subrc <> 0.
MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
          WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
ENDIF.
*&      Form FILL_CATALOG1
      text
     -->P_FIELDNAME text
     -->P_REF_TABLE text
     -->P_SCRTEXT    text
FORM fill_catalog1 USING   p_fieldname TYPE any
                            p_ref_table TYPE any
                            p_scrtext   TYPE any.
CLEAR : wa_fld_catalog.
wa_fld_catalog-fieldname = p_fieldname.
wa_fld_catalog-tabname    = p_ref_table.
wa_fld_catalog-seltext_s = p_scrtext.
wa_fld_catalog-seltext_m = p_scrtext.
wa_fld_catalog-seltext_l = p_scrtext.
wa_fld_catalog-datatype = 'CURR'.
wa_fld_catalog-outputlen = 20.
APPEND wa_fld_catalog TO it_fld_catalog.
ENDFORM.                    " fill_catalog1.
Plz. check it...

always use one temporary work area after using "AT END OF"......like this....
loop at itab into wa.
    wa_temp = wa.
    at end of <field1>.
    endat.
   clear: wa,wa_temp.
endloop.
after using "AT END OF <field>".......the fields those are situated at the right side of <field> will be come '*'....
so follow the instructions..

Customize Lookup Window of Related Information

Hi,
I added Custom Object 2 as related information to contact record.
When I click on ADD button a lookup window pops up and shows me all the values available on Custom Object 2.
Is it possible to customize this lookup window? there are many unnesseccary fields there...
Another Question - Do you know why there is no ADD button when inserting Custom Object 4 as related information to contact? is it possible to add this button somehow?
Thanks.
Liron
Edited by: Shinshan on 07:07 20/07/2009

Thanks!
About the way to customize the Lookup window - I did exactlly what you said, but for some reason it only affects the way the lookup window is shown when I put Custom Object 2 as a field inside the contact layout. BUT when I put is a related information to contact and pressed ADD - the lookup window was still with the default fields (it is a bit different lookup window that allows you to choose few objects from left side to right side)
Do you know if there is a different way maybe, to customize those kind of lookup windows?

Ordering of listed related information records

What is the default ordering of related objects listed under an Account? I'm using custom object 6 for related information (one to many relationship), but
its not being shown in the order that I want, even though they were ordered a certain way in the import file. Can the display sort order be controlled for
related information?

Hi Bob,
Do you mean creating a report and embedding it within the parent-record page layout?
Is there any documentation on this? If so, can you please send that my way ([email protected])?
Thank you!

Opportunity Product-Revenue related information section

Hi,
We are going to use the 'Product Revenue' related information section on the Opportunity for Products & Services. Hence, we want to rename this section to 'Products & Services' instead of 'Product Revenue'. I tried to change the name of the Object Type Revenue, but that is not possible using the 'Rename Object Type' function. Does anyone know whether it is possible to change the name and how to do it.
Thanks.
Kind regards,
Niels Rekers

Hi,
Thanks for the quick response.
Is it known when it will be possible? Is that with R16 and when will that Release be released?
Kind regards,
Niels Rekers

Table for Stock Requirement List related information

Dear Sir,
We have make-to-order scenario , on receiving the Order from Customer we first create a Sale-Order for the Ordered Item . Subsequently in MD04 , we find a requirement getting reflected for the Customer Order .
For example say the Sale-Order number is S-101 and the Line Item is 10 for the FERT material say FERT-101 having the Order quantity as 1 number . In MD04 , we find a requirement getting reflected with the following information :
MRP Element --> CustOrd
MRP element data --> S-101 / 00010 / 0001
Recd/Reqd Qty --> 1-
Available Qty --> 1-
We need to write a Z program for getting the list of the requirements against the Customer Order (as shown in MD04) .
Kindly guide us as which Tables we need to refer for getting the above information pl .
We assure to award full points for the suggested solution .
Rgds
B Mittal

Hi,
Pls use below function module, same as you will get Stock Requirement List related information
MD_STOCK_REQUIREMENTS_LIST_API
For test, goto SE37 and test it
Regards,
Sankaran

Error in Account related information sections Access denied.(SBL-DAT-00553)

Hi,
I have 2 users, 1 from Spain and the other from Italy.
The spanish user is the owner of an account and adds the user from italy to the account team section with full access to the account.
The italian user is able to view the account. However the italian user is not able to view any of the custom objects in the related information sections below the account information.
The error is as follows:
Access denied.(SBL-DAT-00553)
Both users have the same role. However, if he/she is not the owner of the account but only a 'Team' member, he's able to view the account but not the CO's below the account. I've checked the access profiles and roles and it all seems fine. Oracle support confirmed this as well as both users were able to search and view the CO records without any issues. It's just that it hits the error if it's in the related information section.
I was just wondering if I'm missing any settings for customer team.
Currently, I'm not even sure if Customer team functionality was built for use with custom objects in related information sections.
Any help would be greatly appreciated!

Hi, What i meant is, if you are using C04 - C015 objects, then ensure under related sections of Accounts in "Full" access profile, you set it as "View" or "Read-Only" instead of "No Access". "No Access" is what being set by OnDemand by default even though the access profile is named as "Full"
-- Venky CRMIT

Payment advice printing X's for Vendor related information

Dear experts,
We are implementing check printing from SAP. I have done the necessary configuration. The program RFFOUS_C does generate the check as well as payment advice. The check looks good.
However, on the payment advice I am getting 'X''s for vendor related information. For e.g. Vendor Name, address, the related line items of the vendor which are being paid.
I tried various ways to fix it but it is not making sense still. It always give me those X's. Has anyone experience this in the past? Any lead into a solution is welcome.
Thank you very much,
Vishal Thakur.

answer

Deleting an account and related information

When deleting an account does all the related information get deleted?
Does the account also get deleted from historical analysis?
Edited by: user643040 on Jan 20, 2011 9:16 AM

When an account is deleted the associated Opportunity is deleted (except for opportunities that are Closed/Won or Closed/Closed), the associated Asset is deleted (if it is not associated with another object), the associated Task or Appointment is deleted (if it is not associated with another object). Contacts and Service Requests are not deleted. Also, the account is deleted from historical analysis at the next ETL.

Cascating Related information

Can i create a cascating related information like cascating picklist?
for example: i have one "account" with many "contacts". i a custom object, i have to select first "account" and then "contact".
when i have a "account" selected and click in lookup for "contacts", the new window show me only the "contacts" related with the selected "account".
i want to use the selected "account" like a filter for "contact" search.
it's possible?
thanks!
Edited by: user13796387 on 11/03/2011 12:21

May be you can look at creating a WebApplet that contains a Report or Dahsboard to acheive your result.
Then use a narrative view to
a) construct a url that will create a record that you want. It is like using a weblink but using html in a narrative view
or
b) use a webservices code to create a record that you want.

How can you modify the displayed columns on a Related Information List?

How can you modify the displayed columns on a Related Information List? For example, how could you add the "Type" column to the List of columns displayed for Service Requests when you are viewing the Contacts Detail page?
Thanks

I'd have to say I think this is one of the biggest flaws in the OnDemand system currently. The solution I have come up with is to create reports and put them in webapplets showing the data I want to show. I have then removed the standard Related Info List Objects and added weblinks to create new records as the button on the List object is also gone.
Keep in mind that doing this does slow things down a little, so it may not work if you have a big user base.
RWB.

Customising Related Information Layouts

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