Drag & Relate with CRM

Hi ! I have a question for You ? I have installed a SAP Portal 6.0 with WAS 640. Now, I want to use drag@relate with a CRM 4.0 WAS 620. Could you say me what I need for configure this tool ? Do I need the Unifier ?
Thanks in advance
Alejandro

Hello,
Currently you can perform Drag&Relate with CRM 4.0 and EP 6.20.
In the future the same capability will be enabled over CRM 5.0 and EP version > 6.20
The folowing link described how to do it:
http://kwhelp.sap.com/SAPIKS/S682060d5cdc846bab359671938f6d5ca/KW/IWB_STRUCTFDA74520211EBF4B8265A03750D12E3C/IWB_EXTHLP9CFFA3014CE645E493E9983B3631519A/?LANGUAGE=EN&RELEASE=406&IWB_INDUSTRY=BBPCRM&IWB_COUNTRY=&TMP_IWB_TASK=DISPLAY
Best Regards,
Ran

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Drag&Relate with data ownership

At this time, the Drag&Relate don't take the data ownership into consideration, however you can choose the Drag&Relate form in the Data Ownership Exceptions - Excluded Forms. The users can see all the objects and they can open all objects. So this time we must disable the Drag&Relate for this user, but it makes difficulties in searching and reporting

Hello,
Currently you can perform Drag&Relate with CRM 4.0 and EP 6.20.
In the future the same capability will be enabled over CRM 5.0 and EP version > 6.20
The folowing link described how to do it:
http://kwhelp.sap.com/SAPIKS/S682060d5cdc846bab359671938f6d5ca/KW/IWB_STRUCTFDA74520211EBF4B8265A03750D12E3C/IWB_EXTHLP9CFFA3014CE645E493E9983B3631519A/?LANGUAGE=EN&RELEASE=406&IWB_INDUSTRY=BBPCRM&IWB_COUNTRY=&TMP_IWB_TASK=DISPLAY
Best Regards,
Ran

T CODE related with CRM billing

Hi folks,
   Please provide the t codes related with CRM billing.
regards
PG

Hi,
Here r some of the Tcodes:
/BEA/CRMB01          Edit Billing Due List
/BEA/CRMB02          Release Billing Due List for Billing
/BEA/CRMB04          Analyze Incomplete Billing Due List
/BEA/CRMB06          Schedule Background Jobs
/BEA/CRMB07          Reject Incomplete Billing Due List
/BEA/CRMB11          Maintain Billing Documents
/BEA/CRMB12          Transfer Billing Docs to Accounting
/BEA/CRMB13          Create Retroactive Billing
/BEA/CRMB15          Display Collective Run Log
Regards,
PePe

Unifiers for drag & relate with oracle forms application

Hi All,
Is it possible to do drag & relate functionality in the portal with oracle forms application?? Is there any unifiers already available for drag & relate functionality with oracle forms application ?? If yes, then can anyone share the information.
Regards
Moses

Hi Moses, you can use D&R with querys in Oracle using query iviews.
You can find a lot of information in:https://www.sdn.sap.com/sdn/ep.sdn?page=unification_welcome.htm
Regards.

Drag&Relate with error 'no matching records found' when adding UDF columns

in SBO 2007A I added a large amount of UDF fields to marketing documents title section. Then I tried Drag&Relate, as result i got only the error 'no matching record found ....'.
I removed some of the UDF Fields and Drag&Relate works correct. It seems to be a length problem of the table row. But I have no information about such a restriction and the error message dont say anything about length problem.
Does anybody know about this behavior and the maximum length of table rows, or is there any other solution to fix this problem?

Hello,
there are approximatly 170 fields and most of them are alphanumeric (internaly nvarchar(max)) - when i remove 2 fields it works.
Best regards
Klaus
Edited by: Klaus Steinkellner on Jan 13, 2011 4:27 PM

Drag&relate with user fields

Is possible to use drag&relate when I get value of field from User Field from my Addon?
When I use it, I gett error "No matching records found"
Maybe SAP not support user fields in drag&relate machanism?
regards
Krzysztof Sala

Hi Krzysztof
You can use UDF in drag&Relate but you must be sure that the UDF are in the same module.
To be more specific, the user field that you have created in the marketing documents can give you result in drag & relate only in marketing documents.
Hope it Helps
Kind regards
George

Master Tables related with CRM Billing

Can some one list out the master tables of CRM Billing process.

Hi
Check This Tables
CRMD_ORDERADM_H      Sales Order Header Details
CRMD_ORDERADM_I      Sales Order Item Details
CRMD_ORDER_INDEX Index      table for one-order document (Contains Header, Item, and Partner info)
COMM_PRODUCT      Product details
CRMD_PARTNER      Partner Function details
CRMD_SALES      Business Transaction Sales set
CRMD_SCHEDLIN      Schedule line info
CRMD_LINK      Transaction u2013 Set u2013 Link (Helps link some sales order tables to the main Sales Header and Item tables)
CGPL_PROJECT      Project Planning: Project Headers Attribute Table (Shows Campaign IDu2019s)
/1BEA/CRMB_BDH      Billing Header data
/1BEA/CRMB_BDI      Billing Item of application
CMPB_MAP      Conversion Table CAIMPAIGN CRM <> CMPGN_ID (in ECC only)
Refer This Link
http://www.sap-img.com/general/find-the-table-names-for-a-crm-transaction.htm
Ranga

Drag&Relate enabled iViews with PDK

Hello everyone,
I want to create a Drag&Relate-enabled iView with PDK on EP 6.0 SP6 but I did not find any guides about this topic. Does anybody know how to do this?
thanks in advance,
Jens Harzer

Hi,
the new, enhanced, pure Java, Drag&Relate is being released at part of PP SP7 (Stack 05), and now is available to use as part of the Portal Platform.
It is very easy to create content that enable Drag & Relate using the simple iView Wizard (both 'Query iView' and 'Application Integration iView') as well as the Role Uploader - they all create content that is 'unification enabled'.
of course, it is not that simple, and one needs to define the right systems, use the correct templates and so on, but, it is possible (as well as using the newly Context menu notion instead of Drag & Relate).
I encourage you all to consult the Portal Platform documentation to see how it's like, we are planning for more roll out activities soon.
Thanks
Ori

SAP B1 Drag & Relate causes DMP Error

SBO Version: 8.82 PL09
Forum,
We have noticed for windows 7 / windows 8.1 machines that when we come to use the 'Drag & Relate' facility, it is causing those SAP clients to crash with the following error:
I have found on this forum a thread which indicates this may be a bug, fixed in 8.82 PL10. Is anyone able to provide me with the SAP Note number?
Thanks,
Sarah

Hi,
Please attach found thread here to check. Also check SAP note:
1755387 - Overview Note for SAP Business One 8.82 PL09
Thanks & Regards,
Nagarajan

Incorrect access restriction in Drag & Relate

Hi,
I am encountering an access issue in Drag & Relate function. I have created two numbering series for Purchase Orders. PO and YPO. "User 1" can access the Purchase Orders with the series PO and "User 2" can access the ones with "YPO". I have set the authorisations for Series for the mentioned users.
When "User 1" tries to view the Purchase Order for an item in Drag & Relate, the system displays the list of Purchase Orders for this item regardless of the Series. If the "User 1" tries to drill down the Purchase Orders with series "YPO", the system correctly blocked the user from accessing the details as he has no rights to view the series "YPO".
However, if there is one Purchase Order for the searched item, in Drag & Relate the system does not block the user to drill down and view the details.
How can I restrict access if there is one Purchase Order for an item and user is not supposed to see the mentioned Series?
Thank you.
Regards,
Yadana

Hi Yadana,
You may refer to the following thread first:
Re: Data Ownership
Hope this helps
Kind Regards
Victor

Item Filter in Drag & Relate menu is case sensitive

Hi All,
I'm trying to do Filter Table in Drag & Relate - Sales Order Details with this criteria Item Description contains = 'color', the filtering did not give me any record. Instead i must key-in 'COLOR' in big caps. Does anyone try this? Thanks
rgds,
vin

Hi Melvin,
The way drag and relate works is as follows:
1.You click on Drag and Relate.
2. You can click on say Sales -A/R to expand its submenu items
3. You double click on say Sales Order, it opens up all the sales orders for all the customers. You can close this if you want now.
4. You now have to open something else, suppose you want to find out all sales orders for a busines partner then you click on open BP either through modules tab or drag&Relate tab. Your choice.
5. Place your curser on BP code and press and hold left mouse button. Now drag that code and drop it on the SaleOrders submenu within Sales-A/R of DragAndRelate.
Result Voila, you got your sales orders for that BP (Customer).
The way you are using does not seem right. You can not arbitarily drag and drop everything and anything. You can drag and drop BP Code, Item Code etc.

Relate to CRM button Missing

Hi all,
I am currently installing Client based groupware integration on CRM 7.0 with outlook 2007. I have got must of up and running.
But I am missing the "relate to CRM" button. It is nowhere to be found. Although the add-in is working in Outlook and I can trigger synchronization.
Can anyone tell me what steps I am missing.?

I would also check to see if the OEI Add-In is present and selected within Outlook. You may need to reselect it. If it is already selected you may need to manually register (they need to be present) the OEI DLL Files:
regsvr32 "C:\Program Files\Siebel CRM OnDemand\Siebel OEI OnDemand\SiebelOnDemand.dll"
regsvr32 "C:\Program Files\Siebel CRM OnDemand\Siebel OEI OnDemand\SiebelOnDemandEmail.dll"

Drag & Relate scenario

Hello,
I have setup R/3 in the portal for drag & relate, and i have a custom iView which I want to use with the R/3 for drag and relate. the iView is the drag & relate target, it needs to be able to (when we drop "something" on it) get the parameters from the the object using the drag & relate context (?) and use them for further processing - i.e use the params in a query , etc. I would like to know, how exactly do i do that? Is that done programatically, or rather from the portal? Do I need to change my iView in order to enable it for drag & relate, and to act as a target? If yes, should i also do that programatically, or by setting up the iView properties? Thank you very much in advance.
Regards,
Angel

Hi Angel,
regarding your questions:
(1) Is that done programatically, or rather from the portal?
A: This is done in the portal.
(2) Do I need to change my iView in order to enable it for drag & relate, and to act as a target?
A: Yes, Changing iView properties.
(3) Change iView properties according to the iView type you use. Take the Unification Cookbook from SDN as a practical help for that.
If you need further help, please post again or let me know.
Merci and Best Regards,
Andreas

Drag & Relate between two BW reports

Hello together,
I want to implement the Drag&Relate functionality between two BW Reports via EP 6.0. I have configured the connection between Portal and BW with the report RSPOR_SETUP. The SingleSignOn and the import of business object is working well. After that, I took 2 BW testreports which were prepared for D&R. When I now drag the customernumber of report1 to the target report2, I get the error message "No relation found between the source and target business objects". The business object in both reports is 0CUSTOMER, so what relations should be set?
Where is the mistake, could anybody help me?
Thanks and regards.
Gerd Nedderhoff

Hi Gerd,
You have to link the two iviews. First double click the first iview. Then right click the second iview and make it as the target iview. Then in the navigation panel you see the other iview in the Drag and relate section.
Regards
Arun

I WANT IDOCs names OF related SRM & CRM

I WANT IDOCs names OF related SRM & CRM
Ex: in R / 3 WE HAVE matmas,cremas
In the same way I need IDOCS of both .send me
Thanks
Sreenivas

Hi
<u>You can try transaction - WE09. Give the message type and all the details that you have. you will get the Idoc number.</u>
By GR you mean Goods Receipt. GRs are transferred through Idocs as well. We are using the basic type MBGMCR01 for transferring the GR to backend R/3 system. Confirmation process in SRM is like GR in R/3.There is another process in R/3 as order confirmation which is different than SRM system. Try using this FM 'SREL_GET_NEXT_RELATIONS' .This will give you Idoc number based on document details.This FM is used for Getting IDocs linked to Application documents.
There is no Idoc for this process.SRM uses XML format for Confirmation which is equivalent to Goods confirmation process in ERP system. If you are in position to tell what is your exact requirement with table in SRM system,i should be in position to help. There is a transaction called BBP_PD using which you can get the required table.
Just go to this transaction in SRM EASY Access Menu. Select Object Type as (Take F4 Help here)
for confirmation ,object type = BUS2203. You will get an interactive list and you can browse the list and in the last node ,you will get some table names which may be helpful.
Regards
- Atul

Drag & Relate with CRM

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