Fact Sheet Account

Hi all,
I need to do this solution for a BP fact sheet ,
is to create a SmartForm which can be called using a push button on appl CRMM_ACCOUNT screen.
we need to call a smartform which will contain all fact sheet data in it when the user clicks the button,
If any one knows abt fact sheet in more details please help.....
Thanks
ANiket

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

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how to indenfy the table fromwhere the profiles are created in the fact sheet (account view)under Over views work center
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the componet is IUICENV this is where we can see the profile field with Dril down.
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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?
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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.
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Hi all,
I'm trying to display the fact sheet in Account, displayed in EP. It displays error page. But when try accessing the business partner cockpit using CRMD_ORDER_BP, I able to get the factsheet display. Is there any config I need to maintain separately for fact sheet in EP. Or is there any notes that I need to apply to get the same ?
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Jagadees K Arumugam

Hi,
Did you ever solve this issue?
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BW Query in CRM Account Fact Sheet : Error

When selecting a BW query in the account fact sheet : the following error message is shown :
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Hi there!
There are at least two connections required:
1) RFC connection from CRM to BW java stack,
2) Within the CRM fact sheet, the BW source also needs to be defined.
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
2.     Choose R/3 customer fact sheet and order status.
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

CRM 5.0 BP - Account Fact Sheet session pass to R/3 transaction iView

I am using CRM 5.0 business package in EP 7.0 and I am customizing the "Sales Representative" CRM role in Portal.
<b>Scenario:</b>
I navigate the 'Account Management - Overview' and select an account. Then I navigate to the 'Fact Sheet' link and I can automatically see the account selected earlier in the 'Fact Sheet Summary'.
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Yasin

We are encountering the same issue; have you had any luck?

Open/Close chart button not working in Account Fact Sheet

Hi,
My requirement is like this:
There are some standard assignment blocks like Contacts and custom assignment blocks like Sales order details in Account Fact Sheet(AFS). There is one Open/Close chart button present at the top of each assignment block. When it is clicked, a pictorial representation of data in AFS is displayed.
My question is where is the code written for this functionality. The tool bar based buttons defined in the implementation class of corresponding component like get_buttons, get_system_buttons etc are not at all defined Also there is no coding written in the HTML page of the view.
Please let me know if anybody worked on this.
Regards,
Narendra

Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
We are using account factsheet BP_ACCOUNT_FS.In this account sheet,data is not populated or not able to select the org data in view " Sales Organization Selector".same data is appearing in Account Overview page.
Same type of issue (Account Shipping data, Account Sales data, Account Billing Data etc is not coming in factsheet)was posted eariler and status of post is resolved but solution is not given.
Please help us in this issue.
Regards,
Urvashi

Multiple Fact sheets issue for Account

Hi All,
Need help to trigger the multiple fact sheets. SAP has given one SAP note "2104590 - Use of multiple PDF factsheets in account overview page".
I have implemented that note and entered Custom Class and Z smartform in the configuration .
SM30->CRMV_PRN_CONTROL
SM34->CRMVC_BUIL_PRT
I am able to see the buttons in account overview , but those are not triggering .
Could you please help me in this issue.
regards,rama

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WEBUI Account Fact sheet

Hi Gurus,
I am working in CRM 2007 and in my current system, after identifying the account and confirming it; I am able to see the account fact sheet. I set the account fact sheet in such a way that it displays the installed bases, Complaints and Service Tickets.
The issue is that in each cell, for example service ticket cell if I add column "Object ID" through Personalization, the Object ID is not pulling up and the column is empty. How to show the service ticket number in service ticket cell. I can see all others like description, employee responsible, due date. etc., but not the service ticket number (Object ID).
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Thanks,
Sharath.

Hi Sharath,
Please check once again that you are pulling the correct Object ID field in the result list. You can verify by looking into the technical properties of the field.
If still it doesn't work, you can write your own code by pulling the value from the database and setting the property of the object id in the result value node of the fact sheet.
I hope this helps.
PLease revert back if you have more questions..
Thanks
Vishal

How to assigned my new(Sales Order) to account fact sheet

Hi All,
I created a new view in component BP_FACTSHEET.and add this view in runtime repository(under main window).then i want to add this new view into spro(CRM->UI Framework -> UI Framework Definition -> Maintain Fact Sheet.) component.How to add this view ,its asking for component name interface view and inbound plug .then i want to display this view in BSP_DLC_FS component (BSP_DLC_FS/factsheet ).any body help me in this requirement.how to solve this problem for account factsheet.
Thanks in Advance..
Vishwas

Hi S Reddy,
Thanks for ur reply.When i copied the view from BP_BPBT component (BP_BPBT/AccountSalesOrdersOV ) into my enhanced component (BP_FACTSHEET).Whole fields are not coming in my view.(some fields are coming).how to copied the field from intrection histroy to new view.also i want to configure this view into SPRO (UI Framework -> UI Framework Definition -> Maintain Fact Sheet.).Can you tell me these step.
Thanks in advance
Vishwas

Extending Standard account Fact Sheet with Custom BO fields

I have created one custom BO with 2 free text fields. The fields are embedded in the standard account screen in a new tab.
The custom fields have to be available in the account summary fact sheet as well.
BO Definition:
[AlternativeKey] element AccountID: apCommonGDT:BusinessPartnerInternalID;
node Note1[1,1]
element ID:ID;
[DependentObject(TextCollection)] node FIELD1;
node Note2[1,1]
element ID:ID;
[DependentObject(TextCollection)] node FIELD2;
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Hello Surajit,
If you need a field to store string of big length, you can use LANGUAGEINDEPENDENT_Text. Have you tried that already? This data type doesn't have any length restriction.
Thanks & Regards,
Meghna

Account Fact Sheet - Marketing Campaigns block

Hello experts,
I have created a custom fact sheet by copying fact sheet BP_ACCOUNT_FS. Also, I have added the inbound plug MKTGCAMPAIGNS (component is BP_FACTSHEET) into this fact sheet.
Now when I try to view martketing campaigns data of a confirmed account in the fact sheet, the marketing campaigns block shows "No result found", although there are marketing campaigns associated to this account.
Please let me know if whether any further configuration needs to be done to bring marketing campaigns data to the fact sheet.
Thanks in advance.

Hi,
the marketing campaigns block in fact sheet will not work. and it seems that this will not be corrected given a lot of difficulties.
you might have to use 'Interaction History' assignment block to list the related campaigns and possible to navigate as a walkaround.
Hongyan

Account fact sheet, print version (PDF). Query regarding output blocks.

I have looked at OSS Note 1066280 which explains exactly how to config the PDF fact sheet. However, on looking at the view or using the SPRO path I can see that there are currenty no settings in place at the moment. i.e. the view/SPRO is showing no data.
However, when looking at the appropriate Smartform I can see blocks for:
Opportunities
Activities
Interaction history
Contact Person
Relationship types
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Also, I need to add new blocks of data, which is probably going to be sourced from ERP, but config-wise can I control whether the PDF displays these newly created blocks in the same way as it does for the SAP standard?.
Regards
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Edited by: Jason Stratham on Apr 20, 2010 1:46 PM

I think my question might be answered when I look at table CRMT_BSP_PRINT.
Regards
Jason

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.

Fact Sheet Account

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