Dispaly Fact Sheet in Activity Transaction

Experts please explain the steps to dispaly fact sheet in activity transaction in webUI?

Check the following SAPNote:
https://service.sap.com/sap/support/notes/1066280
Solution
PDF Account Fact Sheet in Activities can be generated in 2 ways. One is when the user saves the Activity and the other is when the user clicks on the button 'Attach PDF Account Fact Sheet'. In Order to generate PDF Account Fact Sheet in Activities the following Customising needs to be maintained:
1) Launch Transaction 'spro'
2) Navigate to Customer Relationship Management -> transactions -> Settings for Activities -> Attach Account Fact sheet to Activity
3) Here add the entries with the following details
a) Role
b) Transaction Type
c) Language
d) Save Check box (This check box indicates that the PDF is generated while saving the activity.)
e) Create check box (This check box indicates that the PDF is generated when the user clicks on the 'PDF Account Fact Sheet button' on the UI.)
Alternatively these changes can also be made via transaction se11, view 'CRMV_ACT_PDFAFS'.
Also please refer to the related note number 1040229 for Master Data Customising for the same.
Edited by: Dirk Boegelspacher on Oct 29, 2009 2:50 PM

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We introduced an ad hoc generation of PDF Fact sheet attachments into the appointments. We are testing our custom solution but we experienced one issue caused by SAP standard code.
Let me summarize our settings first
1.We turn off automatic FS generation in IMG CRM->Transactions->Settings for activities->Attach Fact Sheet to activities
(Role)G:ZZ:CRM1:SLS_USER; (Trans.Type)Z100; (Short Descriptio)Visit; (Language)EN; (AttchAutom)blank; (AttachMan) flag
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The issue is with the method COLLECT_DATA and section of the code
lr_collection = lr_buil_entity->get_related_entities(
iv_relation_name = <ls_model>-relation_name ).
that returns data for internal tables lt_activities(open activities) and lt_history(closed activities). If we have scenario when we have 3 open and 8 closed activities:
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I did analyze the standard SAP code and the section containing below
code is responsible for the mismatch
try to read children
if IV_RELATION_NAME is initial.
if IV_OWNED_ONLY = ABAP_TRUE.
LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_OWNED_CHILDREN( IV_AS_COPY = TRUE ).
else.
LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_CHILDREN( IV_AS_COPY = TRUE ).
endif.
elseif LV_MODE ne CL_CRM_BOL_ENTITY=>BYPASSING_BUFFER.
get relation state
>>this code>> LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_RELATION( IV_RELATION_NAME =
IV_RELATION_NAME
IV_AS_COPY = TRUE ).
read table IV_ENTITY->MY_MANAGER_ENTRY->RELATIONS with table key
RELATION_NAME = IV_RELATION_NAME
assigning
<REL_STATE>.
endif.
CL_CRM_GENIL_CONTAINER_OBJLISTCP->CONSTRUCTOR
data: LS_RELATION type GTYPE_RELATION,
LV_PARENT type ref to CL_CRM_GENIL_CONTAINER_OBJECT,
LV_ENTRY type ref to IF_GENIL_CONTAINER_OBJECT,
LV_CHILD_PROXY type ref to CL_CRM_GENIL_CONTAINER_OBJECT.
field-symbols: <REL> type CRMT_GENIL_CONT_RELAT
>>this code>> read table IV_PARENT_DATA_REF->RELATIONS assigning <REL> with table key RELATION_NAME = IS_FILTER-RELATION_NAME.
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"Query can not be loaded (Data Provider "DP_1" : No service-implementation is available)"
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Hi there!
There are at least two connections required:
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Check out
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  CRM Middleware and Related Components  Communication Setup  Middleware Parameters  Define Middleware Parameters
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3.     Choose New Entries (F5).
4.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSOLTP
Parameter 1     CRMCFSOLTP
RFC Destination     <RFC destination for the ERP system>     RFC destination has been created in building block CRM Connectivity
5.     Choose Save (Ctrl+S).
6.     Choose Back (F3) twice.
7.     Choose BW customer fact sheet.
8.     Choose New Entries (F5).
9.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSBW
Parameter 1     CRMCFSBW
RFC Destination     <RFC destination for the BW system>     RFC destination has been created in building block BI Connectivity
10.     Choose Save (Ctrl+S).
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  UI Framework  UI Framework Definition  Fact Sheet  Maintain Fact Sheet
2.     Choose BP_ACCOUNT_FS.
3.     Choose Copy As.
4.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_ACCOUNT_FS
Fact Sheet Title     Otis Account Fact Sheet
Description     Otis Account Fact Sheet
5.     When prompted, select Copy All Dependent Entries.
6.     Choose Save (Ctrl+S).
7.     Choose ICCMP_FS.
8.     Choose Copy As.
9.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_IC_AFS
Fact Sheet Title     Otis IC Account Fact Sheet
Description     Otis IC Account Fact Sheet
10.     When prompted, select Copy All Dependent Entries.
11.     Choose ZOTIS_IC_AFS.
12.     In the Dialog Structure on the left, double click and select folder option View Assignments.
13.     Choose New Entries.
14.     Maintain the following table entry.
Field name     User action and values     Comment
Component Name     BP_FACTSHEET
Interface View     BIReport
Inbound Plug     DEFAULT
Title     BI Report
15.     Choose Save (Ctrl+S).
I hope this helps.
John Hawk

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Went through best prcatice B08 and configured necessary steps for my factsheet
Also checked previous topic discussions and found this subject header under this forum Configuring Fact sheet in IC CRM 2007 : Pls help
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Hi,
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--R D

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Hi,
Did you ever solve this issue?
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When a user displays an IS-U customer information using transaction code CIC0, only the Business Partner information is populated with details. The custom view that we created under Fact Sheet doesnt show anything.
Where do you fix this issue? I checked the security roles assigned and everyone in their team have the same security roles so Im wondering why this particular user cannot display the customer information in the Fact Sheet View.

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This question is extremely important for me.
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Hi, Chimalwar!
What I've done:
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Target Id: nothing selected
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you can find additional information in the following sap help site.
http://help.sap.com/saphelp_crm60/helpdata/en/4d/2ae3f79e1d49d9be306f7768d55fba/frameset.htm
Br,
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Dispaly Fact Sheet in Activity Transaction

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