Handling CRM Date Profile in BI

Hello Gurus,
I want to extract the various dates that are maintained in CRM Service Order (tcode: CRMD_ORDER) into BI. What is the way of doing this. The date profiles are maintained in SPRO->Basic Functions-> Date Management.
Thanks in advance

Hi BW,
I think you should check out the [Building Block Library in the SAP Best Practices for CRM - V1.2007 |http://help.sap.com/bp_crmv12007/CRM_DE/BBLibrary/html/BBlibrary.htm]. There you find the Guides:
I15: BI Analytics Installation Guide
B84: BI Connectivity
B03: General Settings for BI Integration
Best regards
Gregor

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Date profiles missing from IC-WebClient?

Hello experts,
We are working on CRM 5.0 SP 7, IC WebClient and have implemented the BADI ORDER_SAVE to calculate planned dates(defined in Date Profile) for Service tickets.
We are getting all dates perfectly for tickets created in IC-WebClient.
But the issue is that when we are creating tickets(Service order) in PCUI and checking it in WebClient for further processing, all date profiles are missing i.e. Date Profile frame goes completely blank.
We are getting values in different date types perfectly in PCUI as BADI is working fine but we are not able to see same date details in IC WebClient.
Award points assured for helpful answers
Regards,
Amit
Message was edited by:
Amit Kumar

Hi All,
The issue has been resolved by giving dummy product ID to service order.But that is done manually . I would like to know: Is there any BADI or any way that can be used to assign default product ID (INVESTIGATION) for service order as it is done in case of service tickets.
Regards,
Amit

Date Profile

Hi there SAP Gurus.
I'm trying to set a data type that let me copy another one.
Quite easy. I've done it before. I have to work with data rules.
But today the task is different.
I do not create a sales order in CRM. I create a sales order in R3 and, at saving, I transfer it to CRM.
In R3 I run availability check and I get a proposal for the delivery.
Good.
In CRM usually I find the data into field "first requested delivery date" at item level. I find it as well.
Now what I have to do is to copy the data I receive from R3 into another data field and the make some calculations.
Aside from the specific calculations what I am not able to do is to copy the data into the field.
It seems that, since the document is created into R3, the system does not consider the value and the data rule linked to the data type I created does not copy the value. This happen also when I copy the SO document in CRM to a new SO. The field of the delivery date is copied but the other data field which should copy the delivery date does not copy anything.
Any ideas?
Thank you.

HI,
Yes
SCAPPTSEG.
For the date profile values you may need to do the following join..
CRMD_LINK-GUID_SET = SCAPPTSEG-APPL_GUID.
Regards,
Satish Mathala

Date profile can control the following document's creation?

when i create a quotation of contract ,i can see the vaild time in date profile.for eg.the vaild time is from 2009.2.1-2009.2.28.
then i create the contract according to the quotation on 2009.3.1.in my opinion,i think sap crm should give me a warning message.but i can not see it .
i wanna know how can i control it?
how to let the system will check the vaild time when the following document create?
my system is sap crm 5.0
plz help.....

Please ignore this issue - I have just realised that my signature fields on the IPAD are acutally missing instead - there is a separate discussion raised about this today with more detail.

Date Profile with Tasks

Is it possible to implement the Date Profile functionality for the Tasks in SAP CRM so that the completion date and time are set automatically by the system, when 'completed' status is set on the Task.
We want to achieve this, can someone guide how to do this.

Hi
Venkat,
If you have changed a date or duration, the system recalculates all dependent dates. To do this, the system uses the calculation sequence assigned to the date type in Customizing.
Check the date profiles and date rules for the transactions
You need to select the date profile and go to date types and select the date type and click on the screen area -dates and you need to enter the number for the display position to view your date type in the transaction otherwise the display of date types will be visible in the transaction type
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Just a suggestion,if you have assigned it to transaction types and item category, so may be after entering the item in the transaction, you might be able to see the dates at header.
Please read below which is source from SAP Help.
For every transaction at the header and/ or item level, you can define which date type you need for the transaction, that is, which item type you need. By doing this, you avoid saving unnecessary date types on the database. The same applies for durations (for example, contract run time).
To assign dates and durations to an item category, you group the desired date types and durations together in a date profile and assign this to a transaction type or an item type.
Link as http://help.sap.com/saphelpcrm50/helpdata/en/d4/fce93a29768802e10000000a11402f/frameset.htm_
Best Regards
Do keep me posted on this
Naveen.
Reward points if helpful

Different date profile and date rule in one transaction type

Hi CRM Experts,
We have requirement that quotation should have validity date based on the contry.We have only one quotation type which will be used in all county.
Now i need to know how can we use different date profile and date rule in one quotation.
Ex -
When the quotation created for russia - expiry date = today + 10 days
when quote created in china = expiry date = today + 25 days
Can it be possible in standared configuration? if not then give me some insight how to achive this?
Regards
Rajesh

Hi, Rajesh.
You can create a Date Rule based on functional module.
Look at example in SAP standard: Date Rule "WTY004 Purchase Date Object":
<?xml version="1.0"?>
<SAPTimeRule>
<ABAPTimeRule function="CRM_WTY_IL_TIMERULE_03"/>
</SAPTimeRule>
Hope this helpful!

Org data profile

Hi guys,
I have two questions for clarification:
1. While maintaining the org data profile in IMG,what is the standard rule generally given for the service org data profile? If iam using the other standards the system says the the rfc to R/3 is not there.(Ex:10000194 for sales org data profile)
2. Assume we have created the org data ......Company,Bussiness unit,position,user.Now when i have assign the sales org,dist chnl and division to the pricing procedure which ID from the org structure has to be assigned......Is it the company level ID or the Bussiness unit level ID?
The crm system is a standalone one.
Thanks
ajay

Hi Ajay,
The Standard Org Rule used for Service org determination is 10000276, which is assigned to the Org Profile 000000000008 (For Header).
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2. Based on responsibilities
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Based on the responsibility:- Incase you want the BP to be serviced based on his importance you chose agents based on the Responsibility. Eg:- If you want the Gold Card Members to be treated by different set of org than the normal customers, you can chose this rule to maintian it.
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IMG> CRM> Master Data> Org Mangement> Define Rules
and then these rules need to be assigned to a profile which contains the rules to determine both sales and service orgs is done using the path
IMG>CRM>Master Data> Org Management> Define profile
and then these profiles are assgined to the transaction type using the path IMG>CRM> Transactions> Basic Settings> Define transaction types
Hope this helps
Regards
Rekha Dadwal

How do I work with FK in a data profile?

Hello People:
I am new in OWB tools and I have many doubts. Therefore, I would like to know if anyone can guide me a bit with the theme of FK and profiles.
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If I have a table that has a FK to most of the tables, because it is like a parent table. What should I do to have that FK in the profile?
e.g.
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- Table 3
- Table 4
- Table 5
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- Table 8
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OR
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PROFILE 3 -> - Table 3
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OR
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Best regard!

Any idea, please?

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regards
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Hi,
I have created a new date profile. but while assigning it the transaction its giving error like " The action profile is only allowed with date profile " X00001 " .
Please suggest what could be the reason for that .
Thanks & Regardsm
Rahul D

Hi Rahul,
U can follow below steps:
Spro->Customer Relationship Management->Basic Functions->Actions->Actions in Transaction->Change Actions and Conditions->Define Action Profiles and Actions.
1) Click on edit mode and Open u r action Profile.
2) See the field Date profile it will allow u to change the Date Profile (use F4)
also check whether u r old date profile is used in action conditions it also need to be change.
Hope it'll solve u r problem.
Regards,
Dipesh.

I want to use the SQL Toolkit of NI and SQL Server as my databasis on a server. Do I need to install a client in each computer I want to handle the data into SQL tables or I need only a ODBC driver?

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Raja,
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Note - Please mark all the helpful answers

Handling CRM Date Profile in BI

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