Data Cleansing in CRM Web UI

Dear Experts,
I have activated Data Cleansing in CRM 7.0 and it is working.
Can anyone advise on the setting or configuration required to get the CRM Data cleansing functionality to copy communication data stored at the relationship from the Source record to the Master record.
Example:
Company A has a relationship with Contact person A - this relationship has a mobile number and email address maintained.
When merging the account of Company A (source) with a duplicate company A1(master), we need to copy the relationship (already occurs) between Contact Person A and Company A and the relationship level mobile number and email address to the master account which will be company A1 (this does not occur).
Currently the relationship level communication data is not copied.
Please provide step by step config settings to enable this. I already have the SAP Notes on Data Cleansing and have covered all WIKI's on the web. What i need are specific steps to overcome this issue.
Thanks!!!

In order to transfer communication data maitained at the Contact Person relationship level, you have to maintain the required node in transaction BUSWU02: BUP115 Contact's Work Address and BUP120 Contact's Communication Data
If data is still not transferred, SAP has released notes: 1243559, 1491950, and 1493240. to resolve. Check the relevance before implementing.
FK

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BP_TASK Data Cleansing

Happy New Year Experts,
I have a question or three for you on Data Cleansing in the Web IC. I will explain what I have done and what I need answers to.
The setup of the Data Cleansing Cases and Account search is fine. We can search for Business Partners and Merge Now or Merge Later and then search for cases if we chose to Merge Later.
When we go into the Case to process it most of the functionality is fine. What isn't ok is this BP_TASK config .
I understand that in order to execute the 'START' button in the Case Processing screens you need to have the Task config setup. I have done this to an extent as described below:
1) Setup Number Ranges - IMG->CRM->Master Data->BP->DQA-> Maintain Number Ranges [Create line 01-0000000001-9999999999]
2) In Task (1003) add the action profile BP_TASK - IMG->CRM->Transactions->Basic Settings->Define transaction types
3) Create job CRM_BUPA_REALIGNMENT (periodic job 5-10 min)
Point 3 is what I am coming unstuck with. I cannot create a periodic job without assiging an ABAP Program to run etc. There is nothing anywhere that says 'use this program or method' when creating the job step.
Secondly, when I select the 'START' button in the Case Processing screen - after confirming the changes, the case errors with a vague message saying the case cannot be saved. However, if I actually hit the 'SAVE' button the case saves and the changes I confirmed are processed between the various accounts. So the whole process is about 95% great and 5% annoying.
Before the questions, all authorisation settings are good as well.
The questions are then:
1) What parameters are required above what I described for the periodic job?
2) Does the 'Task' transaction type need to be in the Business Transaction profile for the specific business role the Data Cleansing functionality is assigned within?
3) Once a task is created, I guess that the job will process these and that a user does not necessarily need to manual process these tasks?
4) Should I change the Action Definition and Condition at all over and above the standard setup that it is currently in?
Any help and guidance would be great - I'm afraid I have 'Wood for Trees' syndrome now
Many Thanks for any assistance.
Regards,
Mat.

Hi Gregor,
I have read your interesting blog. We have a similar kind of data cleansing activity. But when I tried to implement the same, we get a message that the Data Cleansing option is not available for the Insurance industry specific settings. Can you pls help us here ? When I analysed the same the FM 'FKK_CLEANSING_ALLOWED' has a hard coded code element as follows:
*4.71: Event 7500 does not exist yet*
IF 1 = 2.
     REFRESH: t_fbstab[].
     CALL FUNCTION 'FKK_FUNC_MODULE_DETERMINE'
       EXPORTING
          i_fbeve            = gc_event_7500
          i_only_application = gc_x
          i_applk            = applk
       TABLES
          t_fbstab           = t_fbstab[].
     LOOP AT t_fbstab INTO fbstab.
       CALL FUNCTION fbstab-funcc
          CHANGING
            c_cleansing_allowed = cleansing_allowed.
     ENDLOOP.
     IF 1 = 2.
*     für Verwendungsnachweis
       CALL FUNCTION 'FKK_SAMPLE_7500'
          CHANGING
            c_cleansing_allowed = cleansing_allowed.
     ENDIF.
ENDIF.
Our SAP version is as folows:
SAP_BASIS      620         0056 SAPKB62056             SAP Basis Component
INSURANCE     472           0010     SAPKIPIN10     INSURANCE 472 : Add-On Installation
Any help is much appreciated.
Thanks.
I Peter

Dependencies visible in Web UI for Data Cleansing

Hi All,
My client is using the functionality Data Cleansing and we are implementing CRM 2007. As of CRM 2007 we now have two variants in BUSWU02 - CLEARING and CLEAR_REP. The dependencies(objects) defined in CLEARING are visible in the web UI.
and objects defined in CLEAR_REP are not visible in the Web UI.
I need to see the object -Business Transaction in the web UI in the Data Cleansing Case page. For this i have added the object Business Transaction in BUSWU02 under variant CLEARING and removed it from CLEAR_REP. It is also actviated in BUSWU01 to be picked up in Data Cleansing. The problem is the Business transactions are still not visible in the Web-UI.
Anybody who faced this problem before, please do let me know the solution to this.
Thanks in advance
Shiloo

Dear Shiloo,
please see information given in note 900293 (especially point 4) and 1055480. Hopefully they are able to help and get your customizing correct!
Regards, Gerhard

Sales Data Information - BP Creation - in CRM Web UI

Hi All,
Scenario: ECC-CRM customer master data replication and vice versa.
On ecc side, some fields in the relevant account group in sales area data are mandatory, namely -
1. Shipping Conditions
2. Terms of Payment
3. Currency
4. Account Assignment Group
5. Customer Pricing Procedure
While there is no problem of finding these corresponding fields in SAP CRM - GUI, I am having a little difficulty in locating these particular fields in SAP CRM Web UI.
Can anyone please tell me under which component in ACCOUNT screen can I find these 5 fields since they are mandatory entries to be filled in CRM for replication of customers from CRM to ECC.
Any help will be appreciated.
Thanks and Regards
Varun Taneja

Hi Vinod,
Create new sales area for the bp, when you click on new button in the sales are assignement block you will be navigating to another screen there click on sales org. F4 field it will open pop up for sales area data selection.. once you select the sales area data you will see all the other blocks like Shipping, Billing, blocking reason etc..
For eg. shipping area contains you shipping condition field.. similarly check for the other fields you needed it will be avaiable..
Hope this helps..
Cheers,
Sumit Mittal

What is master data in SAP CRM 2007 in Web Client

Hi All,
plz could you explain what is the master data in SAP CRM 2007 In Web client intraction center.
regards,
pasha

Master Data are as under:
Business Partner
Product
IBase
Regards,
Rajesh Banka

CRM 5 - using Data Cleansing for Postal Address validation/cleansing

Hi Experts
We are currently evaluting using a 3rd party tool to cleanse our customer master address data. This will require an export of our database, where it will be cleansed by the 3rd party tool (which we house) and re-imported back into CRM with the corrected address data uploaded against the business partner.
My questions are around using the Data Cleansing module under the SAP CRM Menu Master Data -> Business Partners -> Data Cleansing
Has anyone used the File Export and File Import functions to do data cleansing of this nature?
What is involved to set up the export correctly? I see it requires use of an identification number to export the data successfully. We do not have any of this data populated against our business partners, so I would like to know of ways around this if possible.
Any tips or tricks around using this functionality would be appreciated. Our 3rd Party software is QAS Batch, so any extra information anyone has on this particular tool would also be appreciated.
Many thanks
Regards
Cara

Found out the simple answer to a dumb problem:
You must drag-and-drop the ICON (Folder icon, document icon) of the object that you are moving, not just the text of the object. Dragging the icon will highlight the icon and the name of what you are trying to move and it will then move to the appropraite folder without giving the clipboard error.

CRM WEB UI - Time out Pop-up

Dear All,
We have a business requirement to monitor and optimize the CRM WEB UI timeout and other related issues.
I would like to have time-out pop-up for the call center agents and hence they could better manage the sessions .
This will avoid loosing the valuable customer data for the session and so on.
We are now working on the following threads with CRM Technical folks.
Please share your experience or the detailed steps if you had implemented already.
SAP note 1877120 - CRM-IC: session timeout issue with CRM 7 EHP1 and higher
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Regards
Venkat

Hello Venkat,
For business roles of type IC Webclient, you have to implement SAP Note 1877120. Don't forget to update your view layout in your custom enhancement if you have enhanced CRMCMP_IC_FRAME/HiddenView.
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Best Regards,
Sigrid

CRM WEB UI log in page images and text

Hi Experts,
At Login page of WEB UI, I want to remove the image of u201CSap net weaver sap Web Application serveru201D
I want to remove the warning message: No switch to HTTPS occurred, so it is not secure to send a passwordu201D And I want to remove Copyright 2002-2005 SAP AG All Rights Reserved and SAP logo Image
After giving login credentials on CRM WEB UI log in page, next page redirect to existing login users list, here also I want remove the same kind of text and images which I mentioned above.
F2 key is not working to get the technical details of the page. Please suggest me where to do all these things.
Thanks
Chand

Hi Chand...
Have a look at...
Change configuation of username password screen (logon screen)
Go to SICF hit F8 Choose the service /default_host/sap/crm_logon
Display the details. Click on the tab Error Pages, then tab logon errors
Choose the configuration button next to "System Logon".
You should be able to make all your adjustments there.
Which URL are you using to access the webclient? If you aren't using the crm_logon alias and are using the direct URL, then the setting needs to be made there instead.
http://<hostname>:<port>/sap/crm_logon or
http://<hostname>:<port>/sap/bc/bsp/sap/crm_ui_frame
The path crm_logon is an alias to the second url. If you use the alias, then you need to configure the logon data on alias path, if you use the crm_ui_frame then you configure it there.
Best Regards Dirk

Mobile Functionalities part of CRM - Web Application

Hello,
We are currently using CRM 4.0 with SAP GUIs. We are mainly using the Mobile Sales Application and concepts such as Business Partners, PPRs, Activity Journals, Marketing Attributes, Segment Builder, Territory Management, Products, Surveys or Organization Model.
We will probably to move to a CRM Web Client version, more suitable for a call center that we plan to implement.
I would like to understand if we still will be able to use the concepts stated above the same way as currently do or if there are differences on functionalities between SAP GUI and the Web Client, especially with regards Mobile Sales.
Thanks in advance for your help,
Sébastien

Hi,
The Mobile sales application and the concepts you mentioned are all based on CRM server and not dependent on the mobile sales application.So when you switch to ICWebClient the backend master data will remain the same and all the concepts will remain intact.So you can go ahead and implement it.
Thanks,
ashish.

Bugs in BC CRM web service need to be fix (Server was unable to process request ERROR: A server error has occured)

I'm using the following code to retrieve order list is working fine but it give me an error Server was unable to process request ERROR: A server error has occurred when I trying to retrieve order total paid with same code: and the output when retrieve order total paid is [object Object]
var wsUrl = "https://mysite.worldsecuresystems.com/CatalystWebService/CatalystCRMWebservice.asmx?WSDL";
                      var RetrieveTotalPaidXML =
                      '<?xml version="1.0" encoding="utf-8"?>\
                      <soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" \
xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">\
                      <soap12:Body>\
                      <Order_RetrieveTotalPaid xmlns="http://tempuri.org/CatalystDeveloperService/CatalystCRMWebservice">\
                      <username>user</username>\
                      <password>pass</password>\
                      <siteid>111222</siteid>\
                      <orderId>112345</orderId>\
                      </Order_RetrieveTotalPaid>\
                      </soap12:Body>\
                      </soap12:Envelope>';
                       $.ajax({
                        type: "POST",
                        url: wsUrl,
                        Host: "mysite.worldsecuresystems.com",
                        contentType: "application/soap+xml; charset=utf-8",
                        data: RetrieveTotalPaidXML,
                        dataType: "xml",
                        success: processSuccess,
                        error: function(){alert("Error: Something went wrong");}
                       function processSuccess(ResData) {
                       var RetrieveTotalPaidParse = $.parseXML(ResData);
                       var $xmlRetrieveTotalPaidParse = $(RetrieveTotalPaidParse);
                       var $Order_RetrieveTotalPaidResult = $xmlRetrieveTotalPaidParse.find('Order_RetrieveTotalPaidResult');
                               $Order_RetrieveTotalPaidResult = $(this).find('Order_RetrieveTotalPaidResult').text();
                               $('#RetrieveTotalPaidResult').text(Order_RetrieveTotalPaidResult);
I think there a bug in BC CRM Web Service when trying to make a request for Order_RetrieveTotalPaid using soap need to be fix

Perhaps it would be good to update the sample request as shown on the Developer reference page for this method (and, actually ALL of the SOAP samples)
The sample shows siteid (all lower case)

While consuming Fusion CRM web service in ADF mobile throwing an error

Hi,
I am developing ADF Mobile using JDeveloper
11.1.2.3 and consuming Fusion CRM ADF Web Services.
While executing CRUD operations with these web services
in ADF mobile app, I am getting SOAP response as *Error in getting response
and got result nothing *.
And also noticed as using JDeveloper ADF mobile App, unable to create URL service
Data Control - REST based for FUsion CRM web services. Where as I am able to
create SOAP based web services data control. It' strange or surprise.
Did anyone face the above problems. Kindly let me know any suggestions or
samples to the below contacts
Regards
Bhaskara Reddy S
00919008466722
bhaskara.sannapureddy at Crmit.com

Dear Frank,
Based on below links, Fusion CRM also supports REST also apart from regular SOAP Web Services.
http://niallcblogs.blogspot.in/2012/10/204-calling-rest-service-from-fusion-crm.html AND
http://docs.oracle.com/cd/E15586_01/fusionapps.1111/e20388/F412758AN17B21.htm
(For e.g one of linked in profile :http://www.linkedin.com/in/minalkhodani , many teams are developing using SOAP & REST)
Designed and developed integration services using SOAP and REST web services for Oracle Fusion CRM Marketing Modules.)
When creating URL based data control, getting an Error as "Forbidden" , (Does it mean NOT SUPPORTED??) . Kindly advice.
I am calling WEB SERVICE thru SOAP in AMX PAGE code as below after creating Web Services Data Control from ADF Mobile UI thru JDeveloper IDE.
== CODE SNIPPET OF AMX PAGE CALLING SOAP FUSION CRM WEB SERVICE =======
<?xml version="1.0" encoding="UTF-8" ?>
<amx:view xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:amx="http://xmlns.oracle.com/adf/mf/amx"
xmlns:dvtm="http://xmlns.oracle.com/adf/mf/amx/dvt">
<amx:panelPage id="pp1">
<amx:panelFormLayout id="pfl2">
<amx:inputText value="#{bindings.name.inputValue}" label="Person First Name" id="it1"/>
<amx:inputText value="300000001210220" label="Person Object Id" id="it2"/>
</amx:panelFormLayout>
<amx:facet name="header">
<amx:outputText value="Create Person in Fusion CRM" id="ot1"/>
</amx:facet>
<amx:facet name="primary">
<amx:commandButton id="cb1" text="Back" action="__back"/>
</amx:facet>
<amx:facet name="secondary">
<amx:commandButton id="cb2"/>
</amx:facet>
<amx:panelFormLayout id="pfl1">
</amx:panelFormLayout>
<amx:outputText value="#{bindings.message.inputValue}" id="ot2"/>
<amx:outputText value="#{bindings.code.inputValue}" id="ot3"/>
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*disabled="#{!bindings.createPerson.enabled}" id="cb3"/>*
<amx:iterator var="row" value="#{bindings.personParty1.collectionModel}" id="i1">
<amx:panelLabelAndMessage label=" 300000001210220" id="plam2">
<amx:outputText value="#{row.PartyId}" id="ot5">
<amx:convertNumber groupingUsed="false"/>
</amx:outputText>
</amx:panelLabelAndMessage>
<amx:panelLabelAndMessage label="#{bindings.name.inputValue}" id="plam1">
<amx:outputText value="#{row.PersonFirstName}" id="ot4"/>
</amx:panelLabelAndMessage>
</amx:iterator>
</amx:panelPage>
</amx:view>
Regards
Bhaskara Reddy

Add ECC Custom Fields in CRM Web UI ERP Order item

hi all,
i have to Add ECC Custom Fields in CRM Web UI ERP Order item .
I have :
- add the field on Web UI Screen.
- add the field on structure TDS_item_COMV and TDS_item_COMC in ecc
- insert record for field on LORD_MAPPING table
- implemented badi BADI_LORD_DO_PA BADI_LORD_GET_INPUT_MODE.
- implemented method GET_I_S_STRUCT on crm with :
CASE COMPONENT.
    WHEN 'ZZSPOND'.
      RV_DISABLED = ABAP_False.
endcase.
- on method do_prepare_output i have change value of fields with code :
lr_loop = typed_context->erpadmini->collection_wrapper->get_first( ).
WHILE lr_loop IS BOUND.
posnr = lr_loop->get_property_as_string( iv_attr_name = 'POSNR' ).
Does the current item has to be set for "Sponda Idraulica"?
READ TABLE Z5CL_GSA_TOOL0001=>GT_ITEMS_SPOND INTO ls_spond
                              WITH KEY posnr = posnr.
IF sy-subrc = 0.
lr_loop->set_property_as_string( iv_attr_name = 'ZZSPOND' iv_value = 'X' ).
DATA : V_X TYPE STRING.
V_X = lr_loop->get_property_as_string( iv_attr_name = 'ZZSPOND' ).
ENDIF.
lr_loop = typed_context->erpadmini->collection_wrapper->get_next( ).
ENDWHILE.
I can't change the field value because it is "not changeble" .
Can you help me ?
Thanks in advance.

Hi Celi,
I have created some fields at header level of ERP Order, and the user is available to change them, replicating the information to SAP ECC (using interface LORD II).
All sales item information is treated using RFC ERP_LORD_GET_ITEM_MULTI, available in SAP ECC.
Please check the following point:
If those structures below were expanded with your custom fields:
SAP CRM:
CRMST_L2_ITEM_COMV
CRMST_L2_ITEM_COMC
CRMTT_ADMINI_ERPIL
CRMTT_ADMINI_I_ERPIL
SAP ECC:
TDS_RFC_ITEM_COMV
TDS_RFC_ITEM_COMC
Please check if for your scenario is necessary to implement the enhancement BADI_LORD_DO_PAI method ADD_SUPPLY_LIST. The code below works for header level.
DATA: ls_supply TYPE tds_field_supply.
IF iv_object_id EQ 'HEAD'.
    IF iv_module EQ 'VBAK_BEARBEITEN'.
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      ls_supply-field = 'ZZCCNUM'.
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      ls_supply-field = 'ZZCCNAME'.
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      ls_supply-field = 'ZZAUNUM'.
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ENDIF.
I hope it helps!
Kind Regards!

Crm web launcher and mail merge

Hi
we have created a screen on which there are pushbuttons .These pushbuttons are meant for creating letter templates and generate letters using templates alredy created.This program uses mail merge functionality in which OLE is used and data is merged with MS WORD.Everything works fine when we use the same server on which this program is written.but when we use CRM web launcher it takes us to that screen but when we try to use pushbutton for generating letters it always gives an error which says 'control error'. can any one explain remedy to this problem.
Note: OLE is abbreviation of Object Linking and Embedding
Edited by: Arya on Oct 21, 2008 3:11 PM

Hi
we have created a screen on which there are pushbuttons .These pushbuttons are meant for creating letter templates and generate letters using templates alredy created.This program uses mail merge functionality in which OLE is used and data is merged with MS WORD.Everything works fine when we use the same server on which this program is written.but when we use CRM web launcher it takes us to that screen but when we try to use pushbutton for generating letters it always gives an error which says 'control error'. can any one explain remedy to this problem.
Note: OLE is abbreviation of Object Linking and Embedding
Edited by: Arya on Oct 21, 2008 3:11 PM

Can I use SPRO to configure SAP CRM web based application.

Hi,
I am just 5 days old in SAP solutions.
I want to know if I can use SPRO (IMG) to configure master data and business processes pertaining to SAP CRM web based solution ?
Regards,
Diptendu.

Hi Diptendu,
You can indeed do some customizing in the SPRO regarding for example the PCUI (People Centric User Interface) of CRM.
Within SPRO take CRM and afterwards in the Basic Functions you have some customizing to be done. You can also look at the cookbook for the PCUI, which you can find on the service.sap.com/crm-inst site.
For the Interaction Webclient, there is a specific part for customizing in the SPRO under CRM --> Interaction Webclient.
Hope this helps,
Kind regards,
Micha

Customize Data Cleansing

Hi Everybody,
today I've started to customize Data Cleansing in our CRM System to get rid of all the Duplicate Accounts we have. I have two main problems:
1. I create a cleannsing case in Trasaction BP by marking two Business Partners and right-click to get the context menu and choose "create data cleansing case". The cleansing case is sucessfully created.
Now I start Transaction BUPA_CLEAR and open this case. In a popup I'm asked for "No Referencing Objects Are Registered for the Current Case. Should Determination Now Take Place Online? (All Changes to the Last Processed Case Are Saved)" I choose yes. Now a divided window appears which shows me both partners. What I expect now from the transaction is to show me also the Business Transactions related to the Business Partner. I've checked in TA CRMD_BUS2000126 that there are Transaction for that partner, but they don't appear.
What must I do in the customizing? The documentation at <a href="http://help.sap.com/saphelp_crm40/helpdata/en/35/16dc2c1f9911d6b1d200508b5d5211/frameset.htm">Data Cleansing</a> and in SPRO does not rearly help.
2. When I leave BUPA_CLEAR after I've opened a cleansing case I get the info message "Customizing is missing (table TBZ5*)" two times. What could be the case for that?
Regards
Gregor

HI Gregor.
Did you eventually find the solution? I think I have the same problem and I think I did what was to be done in customizing.
One thing about which I'm not sure are the tresholds.
the F1 says:
If the duplicate check is not called in dialog (e.g.BAPIs, Batch Input or direct input),
no dataset is created if a duplicate is found with a higher percentage match than the specified threshold.
but I don't see any difference if I put 99 instead 0.
The main problem is that in fact I can compare nothing.
There are no subtrees to expand.
Could you please take a quick look at customizing I did for it and its results?
I put some screenshots on my website: http://www.lucasdippel.vel.pl/
Any comment would be appreciated.
LUCAS

Data Cleansing in CRM Web UI

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