Help in understanding SAP CRM 6.0

Hi
I am new to SAP CRM and would appreciate someone sending me the documents or links or files or PDF for SAP CRM 6.0. (Base customisation/Marketing and Campaign mgt/Interaction center/Sales and others)
Thanks in Advance.
Bala

hi
try these links
http://help.sap.com/saphelp_crm60/helpdata/en/b7/973642a0feb36be10000000a155106/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/86/3af0840ccb4e8c97161f5514cfd88d/frameset.htm
http://esoadocu.sap.com/socoview(bD1lbiZjPTgwMCZkPW1pbg==)/render.asp?packageid=DBBB6D8AA3B382F191E0000F20F64781&id=347DD31EB5AB4BC592BD8B29C0981A1B
give me ur id i will send the document to you.
best regards
ashish

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Help Center in SAP CRM 7.0

Hello Gurus
In SAP CRM 7.0 WUI if we click on Help center we are not able to open that
we have performed the below task
:under SAP Netweaver >knowledge Mangment>Help center--->activated the Help center enabled
--> activated application help shown in help center
but still we are not able to .....
ur inputs are highly appricated...

Unfortunately Note 1410534 says:
"The links to the Help Center Business User Documentation has been removed with CRM 7.0 SP2 due to technical considersations"
I've opened a new Idea: [Bring back Help Center Business User Documentation for CRM 7.0 > SP1|https://ideas.sap.com/ideas/1542]. Please vote for it.

Help on Understanding SAP TAO functionalities

Hi,
I am a automation tester who is new to SAP TAO. Our team will shortly be working on a test automation project using TAO. I do not have access to SAP TAO yet. I have gone through the various files (PDFs, PPTs, Flash movies) available on the site to get to know what TAO is all about. I have following doubts w.r.t TAO functionalities:
1. Change Analyser & Inspection do the same job to find changes in the SAP system isnt it? How different are these two other than Change Analyser repairing the broken components?
2. What is the need for consolidation? We can directly upload transactions to QC isnt it (without consolidating)
3. Where does QTP come into picture here? Everything is between SAP TAO & QC isnt it? For the project purpose we have to integrate QTP with QC, isnt it? Or is it mandatory to have QTP.
4. Also I didnt understand the integration between UI Scanner & QTP.
These questions might seem too naive. But please help with my doubts & as how QTP is integrated with SAP TAO as none of us know much.
Thanks in advance.
Cheers,
Soumya

Hello,
Soumya u2013 After I read all your questions I understood is you need to know what is SAP TAO.
In a simple first assume you donu2019t have TAO. So what you will do is using QTP with SAP add-ins you will record a simple transaction login, some actions, logoff then you modify your script like adding parameterization, etc..then you will save the script into QC & from test lab when you click on Run, first QTP launches then it will execute and store the results in QC. If it complex scenario like New Hire, OTC cycle ..it will just take plenty of time to just recording a transaction & writing a VB code.
So now using SAP TAO when you install it, it will come with some default components of SAP like. Login, logoff, get text, set text etc..around some 326 as far as I know and some recording options like PFA, Inspection, UI Scanner etcu2026 some other features also have self check, change analyzer & Repository, Consolidation , so already components were built in SAP TAO using QTP now if we use SAP TAO it helps us without recording using QTP from scratch like basic components.
So now you know some components were built in SAP TAO now how do you execute it ? For this you need a QTP to launch the script and execute it ? Is this clear now?:)
Coming to PFA & Inspection u2013 these are two recording options in SAP TAO instead of using QTP with SAP add-ins & writing plenty of code in VB. You will just insert a transaction and record or inspect using SAP TAO then you will upload script into QC then after consolidation you will execute it from lab and when you click on run, QTP launches the script and execute. i.e. means. While you are recording a transaction using SAP TAO backend there is some script is generating in your words.
Coming to UI Scanner : it scans the screens i.e. means when you insert a transaction code when you click on execute , QTP will launch and generate a script here you will not touch with any QTP script once you scanned automatically scanned component will be uploaded into QC and when execute this , QTP will launch and execute the script.
Coming to Consolidation: Forget about all these Object Repository etc...In a simple Consolidation is nothing but you is just consolidating all your components in single component and making a final component and will increase the performance of the script. Ex: using PFA or UI Scanner you will record a transaction (i..e. Test scenario) then you will upload into QC. Then you will modify some changes to the scenario liking adding Logoff, Capture screen, Get Text etc...Then you will consolidate the script using SAP TAO then you will drag that into test plan then test lab and execute. Once you will execute QTP launches the script and execute the script. Removing components means for example using PFA you recorded a script there are unnecessary things like check transaction, messages etc...You don't need some times so u will remove those things in QC level and nothing to do with QTP here. QTP just comes into the picture when you will execute it from Lab only.
If you don't use consolidation option every time QTP initialize the script and execute every step so if you have 20 components added in your script so 20 times QTP initialize the script so that performance will be slow if you consolidate all , it will initialize once then execute rest of all scenario fast.
Just want to tell you never go for Inspection option for recording you should be very familiar with all screens and numbers then only you can make good script and its waste of so much time to identify all screen numbers and compare each. So better to go for UI Scanner or PFA. You should know when to use PFA and when to you use UI Scanner. PFA is good for if transaction has 20 to 30 screens like New Hire action. UI Scanner you can go for min screens. Ex: all P2P, OTC etc....& will not recommend using Inspection.
Any automation test script execution you need a QTP, think practically how can you execute a script with only QC & TAO is a just option where we can utilize existing components and can be used for easy instead of recording using QTP with SAP add-ins & writing plenty of VB code.
So now you will know your above question answers if you understood correctly
SAP TAO is a front end tool it integrates with QC, QTP & BPT.
Good luck.
Ram
Edited by: Ram Challa on Dec 8, 2010 12:35 PM

Need some help in SAP CRM ISA.

hi ,
I am very new to the SAP CRM ISA environment .So please suggest me some documents ,books name etc.
To develope ISA applications what java skills we should have.
Please help me ...
Thanks in advance to all of you..
With regards
shanto aloor

Hello Shanto,
You need a couple of months of time to attend the following courses and couple of more years for really working in few projects to understand Well that is for people like me.
CR010 - CRM Basics,
CR100 - CRM Overview,
CR300 - CRM Sales,
CR800 - E-Commerce with CRM and
CR850 - E-Commerce with R/3
Okay, for the programming skills, you need very good Java / Web Application development experience. The application (ISA) is a simple Java based Web application (not a J2EE application) built on Struts framework. So, a good knowledge / experience of Struts is a big plus.
The [E-Commerce Enhancement / modification guide|https://websmp210.sap-ag.de/sapdownload/011000358700000469462006E/] is THE reference for ISA enhancements. I can not emphasize more on this. Every page, sentence is a must read in this document. This next document has [Examples and Tutorials |http://service.sap.com/sapdownload/011000358700006120622006E/]that go with the first document.
It is also good to have ABAP development and debugging knowledge to do good development. Basic understanding of the request - response cycle - the Java to ABAP integration are all good topics to focus and learn.
You must also know the Java development process in the NetWeaver (NW). You need to know the concepts of NW Development Infrastructure (NWDI). The enhancement guide has some information relevant to ISA development.
If you really go through the enhancement guide thoroughly, you will know what more you should know!
Easwar Ram
http://www.parxlns.com

How to integrate MSSQL server with SAP CRM via XI? Please help!

Hi Experts,
   I have a requirement where I have to pull the data from MSSQL server and send it to SAP CRM.
   What are the different options avaiable with or without adapter to send data from MSSQL server to XI?
As per my understanding I have following options:
1. JDBC driver.
    MSQL ---> JDBC adapter ---> XI
2. Create webservice for the XI outbound interface (Sender interface) and call it from MSSQL stored procedure.
   MSQL ---> SOAP adapter ---> XI
2. Create webservice for the XI outbound interface (Sender interface) and call it from a .Net program.
MSQL ---> DotNet application --> SOAP adapter ---> XI
Which option is the best?
Please help.
Thanks
Gopal

Hi,
Kindly refer:
xMII 12.0 : Connecting to a Microsoft SQL Server 2000
/people/ted.teng/blog/2005/12/28/use-sql2005-to-connect-and-present-sap-on-sharepoint-business-scorecard-manager-150-part-i
Use SQL2005 to Connect and Present SAP on SharePoint / Business Scorecard Manager - Part IV
Hope this might be of some use to you...........

Search criteria is not working in Responsible Group field in sap crm could you please help me this how to achieve.

search criteria is not working in Responsible Group field in sap crm could you please help me this how to achieve.I have writen code on EH_ONSEARCH .as per below...what changess i need to do..and through partner function and adding the selection params please send the sample .
code. partner funtction - ZRG DATA :
DATA : lv_partner_fct type .
types: begin of ty_resp,
       partner    type but000-partner,
       name_last type but000-name_last,
       name_first type but000-name_first,
       mc_name1   type but000-mc_name1,
       mc_name2   type but000-mc_name2,
       end of ty_resp.
DATA: lv_resp_bp type STANDARD TABLE OF ty_resp INITIAL SIZE 0,
       lw_resp_bp type ty_resp.
IF lv_attr_name = 'Rgroup'.
lr_entity->get_property_as_value( EXPORTING iv_attr_name = if_crm_srqm_uiu_const=>gc_attr_low
                                   IMPORTING ev_result = lv_low ).
IF lv_low IS INITIAL.
SELECT partner
       name_last
       name_first
       mc_name1
      mc_name2
FROM but000 INTO table lv_resp_bp
WHERE mc_name2 = lv_low and bu_group = '0010'.
loop at lv_resp_bp into lw_resp_bp.
    lv_low = lw_resp_bp-mc_name2.
lr_query_service2->add_selection_param( iv_attr_name = 'Rgroup'
                                            iv_sign = lv_sign
                                            iv_option = lv_option
                                            iv_low = lv_low
                                            iv_high = lv_high ).
ENDLOOP.
if lv_partner_fct = 'ZRG'.
lr_entity = lr_iterator->get_next( ).
CONTINUE.
ENDIF.
lv_attr_name = 'BU_PARTNER'.
ENDIF.

<b>You can acheive   this .... first by creating the search help exit    ... by creating the maintaince view   then   using it in the   Creation of the search help </b> ...
see the link for attaching the view   to the serach help .
<a href="http://">http://www.sapdevelopment.co.uk/dictionary/shelp/shelp_elementary.htm</a>
reward points if it is usefull...
Girish

I defaulted input help field (pick list) but SAP CRM still asking for one

We are running SAP CRM 7.0.
Some fields as you know are dialog / pick list fields.
What I mean by this is they are input help fields where you
can click a little square (in sap crm 7.0) to the right of the text box
and it brings up a dialog screen of values that you can select from.
Here is an example screen shot of what I am talking about:
http://img834.imageshack.us/img834/5676/imageschak.png
So what I have done is implemented the GETTER function for this input help field so that by default it has a value.
The code is like so:
method GET_CURRENCY.
CALL METHOD SUPER->GET_CURRENCY
EXPORTING
    ATTRIBUTE_PATH = attribute_path
   ITERATOR       = iterator
RECEIVING
    VALUE          = value.
      if value eq ''.
        IF sy-langu EQ 'E'.
          VALUE = 'USD'.
        elseif sy-langu EQ 'D'.
          VALUE = 'EUR'.
        ENDIF.
      endif.
endmethod.
Here even is a link to this method that I created: Field Currency of Context Node BTADMINH - How to set default
The method works great it sets the default of the currency to say USD. When I click the create button to create an opportunity the field currency is set to USD, this is great because it makes my job easier that I dont have to click the input help button and select a currency, it is already there.
But once I click the "Save" button for an opportunity I get a small error in the error notification box that tells me I need to select a currency! But why is this happening a currency already exists? So If I click the input help (the little button) and reselect the currency value USD then save my opportunity this error goes away.
The question is why does this happen? I need it so that the default currency value is recognized by the SAP CRM system. Why do I have to go back in and re-select the currency if it is already set? Is there some sort of consistency check or something I need to do to eliminate this problem?
Here is a screen shot after creating an opportunity with the default Currency set to USD (this means I did not select USD in the dialog input help it was defaulted by the getter method:
http://img832.imageshack.us/img832/3011/enteracurrency.png
Only if I go back into edit mode and actually click the little square to bring up the dialog of values and select USD does this error go away. Why does this happen ?

I called SET_CURRENCY right after setting my value and the error is now gone.
SET_CURRENCY( EXPORTING ATTRIBUTE_PATH = ATTRIBUTE_PATH
                iterator = iterator
                value = value ).
Got the tip from Pieter who has a good blog on SAP CRM: http://sapcrmweblog.blogspot.com/

Help needed in transferring IDoc from SAP CRM to XI

Hi All,
We are facing an issue in sending an IDoc from SAP CRM to XI system. The IDoc is triggered and the status is showing as 03 in SAP CRM system(WE05 is used) but it is not getting replicated in XI System. This is verified by logging into XI System and cross checked the records retrieved by executing the transaction IDX5. No entry is found for this IDoc.
In SM58 transaction, it is giving the status text as EDISDEF:Port SAPRIO segment defn E201CRMXIF_BILLI.
Any pointers on this issues will be very helpful. We are able to send information from XI to CRM.
The project is an upgrade one and the IDocs are developed earlier and were working fine one week back and no changes were made recently.
Thanks,
Udaya

Hi Kapil,
Thanks a lot for your help. We need to delete and recreate Metadata. This is a typical problem that is encountered during upgrade projects.
Thanks,
Udaya

Sap crm faq's cant find , help me

hi every one,
                     I wish u could help me in getting FAQ' s of SAP CRM . Please post them as soon as possible.
                        Thanking u
                                        Praveen srv.

Hello
Please let us ensure that we do not violate the law by sharing copyright material through private / business mail or in public forums. All the information we need should be on:
http://www.sap.com
http://help.sap.com
http://service.sap.com
http://www.virsa.com
If you want to share other publicly available documents, you should always refer to those documents by using a hyperlink that points to the public source of the document.
Best regards
SAP Developer Network Moderator

Need help in getting information/training material for SAP CRM (Functional)

Hello,
I am a SD Consultant.
I want to learn SAP CRM (Functional) on my own without going to any training institute or some thing.
Therefore, can anyone help me in forwarding the link(s) or document(s) with which I can learn about SAP CRM (Functional).
I want information/training material regarding SAP CRM 7.0 (on system/software working, not the general information, for example- why CRM, where CRM, etc)
For example, about org data, org structure, possible scenarios, etc.
Thanks in advance for spending your valuable time for me.
Regards,
T. Chaitanya
<<Moderator Message: Sorry, can't do. Search!>>
Message was edited by: kishan P

Hi Chaitanya,
Since You are already a SD Consultant, We assume you are very much familliar with SAP and for you CRM will also be not a big Deal.
Customer Relationships Management (CRM) is a model for managing any Organization's interaction with current and future customers. It involves technology to organize, automate and synchronize SALES, SERVICES(postsales) AND MARKETING(presales).
First of all you need to get SAP CRM installed in your system and then you need to get command over Account and Contact Management (Business Partner). The same can be learned using WebUI or GUI. From GUI the transaction launcher is WUI then web page opens up enter your credentials and select Role - Salespro. Open the Account and Contact section and do some R&D and you can learn. But in GUI you need to go to SPRO -> IMG -> Cross Application Components -> SAP Business Partner -> Business Partner -> Basic Settings -> Number Ranges & Groupings -> Define Number Ranges. Here you have defined number range then you need to assign to some group created from SPRO same way. And Finally maintain Business Partner using Tcode - BP.
Then You Learn Organizational Management which allows us to map our marketing, sales, service structure maintaining company's structure including the position and Employees in an Application and assign specific attributes to the otganizational units.
Path: SPRO -> IMG -> CRM -> Master Data -> Organizational Management -> Organizational Model -> Create Org Model/Change org model.
Just Go ahead and with some more R&D in the system and taking of F1 Help of SAP Documentation I think you can easily learn SAP CRM.
Regards,
Piyush

Can anybody help how to upload an excel file into sap-crm urgent

hi guys,
i need the right function module to upload the excel file from the presentation server in to sap-crm.
1) I know we use the function module 'ALSM_EXCEL_TO_INT_TABLE' in sap-r/3 but this function module is not exist in sap-crm.
2) i tried with the function moduel 'GUI_UPLOAD' but its not uploading correctly i am gettting hases(#).
Please can any one provide the right function module to upload the excel into sap-crm with an sample code.
thanks
viswa guntha

Hi Visma,
Please check this link for sample custom FM.
Re: function mudule for MS excel file to sap crm
Hope this will help.
Regards,
Ferry Lianto
Please reward points if helpful as away to say thanks.

SAP CRM - Need Help! CR 300/600

Hi ALL,
I am new to SAP CRM. I am doing a aself learning using help.sap.com but it doesnot help much.
I need CRM sales and Service document ie CR 300/ CR 600.
Can some pleas email me the same at <removed by SAP Community Network Moderator>.
I would appreciate your help.Please help me.
Also is there any SAP CRM traning server where i can subscribe for Sap Access?? Please guide me.
Regards,
Ven

Hi,
Please refer to this thread : CRM stuff??
Paul Kondaveeti

Need help in SAP CRM

Hi guys,
I am working as a technical consultant in ABAP. Now i want to change my career to SAP CRM as a techno-functional. I worked as a CRM technical consultant (IC WebClient) for 1 year also. I faced some interviews in SAP CRM but they are not asking me about technical's upon which i worked for the last 1 year. Anybody there can suggest me how can i pursue my career in SAP CRM. Guys, anybody can provide me what type of questions i have to face in an interview.
<b>POINTS WILL BE REWARDED</b>.
Thanks in Advance,
Santosh

Hi Santosh,
As a SAP CRM Functional Consultant you need to have the following knowledge.
1. You should be in a position to talk about the business process of the various Industries.
2. According to that you need to suggest where SAP CRM fits for their business requirement.
3. How can we Configure SAP CRM to suit the requirements of the client.
4. The basic functionality of SAP CRM - Marketing, Sales, Service & Analytics.
5. The functional process of Marketing, Sales, Service & Analytics.
6. Sales & Service scenarios based on IC Win & Web Clients.
7. Mobile Sales & Internet Sales Processes.
I hope you may aware that where an ABAPer fits in these solutions.
Majorly you should be in a position to aware that the Standard Configuration settings which are provided by SAP CRM.
You may follow the Best Practices for more information.
Hope I have answered.
Best Regards,
Johnny.

Variant Configuration in SAP CRM

Hello all
My client is currently using SAP R/3 4.7 and heavily use VC for configurable products and also for pricing but in the process of moving to ECC
Now we wish to explore the possibility of using SAP CRM 7.0 to enable our sales force to use CRM Web GUI to create quotes and sales orders ( in the future) for configurable materials.
My questions are as following:-
1. Is it possible to download all VC related data into CRM from R/3 including pricing? I understand that for different VC object, I will have to use different CRM objects but is it possible? If the data transfer is possible, is it typically done by a middleware resource?
2. I would also like to confirm that by creating a run time version and Kbase is required to enable the download to CRM.
3. No changes are possible on the product that can be replicated back to ECC
4. Looking at the forums - I gather that "from CRM 2007 the PME is replaced with WEB UI in CRM. IF you want to do the modeling of a product then u need to use WEB UI and also for generating the KB" - does anyone have any information on this using the XCM ?
If you could please point me to the appropriate help on this topic, I would really appreciate it.
Best regards
Raj

Hi Anne,
Hope you have done the following settings -
The product is marked as configurable in the product master data.
Product configuration is activated. You activate product configuration in Customizing under Customer Relationship Management Master Data Products Settings for Configurable Products Allow Configurable Products for a Product Type . For more information about activating product configuration, see SAP Note 854170.
You have created a product model (SAP CRM), or replicated a knowledge base with the configuration master data from SAP ERP to SAP CRM
These are mentioned in the below link -
Product Configuration with the Configuration Engine in SAP CRM - SAP Library
Hope this will be useful.
Thanks and Regards
DJ

Course WUS581 - Technical Details of SAP CRM Web UI

I had the opportunity to attend 'WUS581 - Technical Details of SAP CRM Web UI' last month in Atlanta. I understand it to have been the first time the course was offered in the US.
The course was great - here's a link to the official [description|https://training.sap.com/ca/en/course/wus581-wus581-tech-details-of-sap-crm-web-ui-classroom-095-us-en/] . I believe this was an adaptation of the material from the Deep Dive Series. I have to say, that it was pretty fast paced as well - you really need to keep up as much of the material built upon what was already taught.
The materials from the class are invaluable. The labs were well done, and offered detailed solutions. The labs were numerous, appropriate, and clean. Most of the twenty exercises were cumulative. I have since gone back to review some of the concepts, and the material stands well even outside of the classroom.
This course has given me a much better understanding of the bigger picture. While I have not come from a CRM or BSP background, I have been working with webUI on a CRM 7.0 based SAP Custom Development Solution, [Fund Raising Management|http://www.sap.com/services/portfolio/customdev/brochures/index.epx] for about half a year. So, I had at least been exposed to the workbench and some concepts over the previous six months. This course really helped me tie some things together.
I just wanted to share my experience with the group...
...Mike

Mike,
I'm curious to find out how did you find out that the course you took was scheduled. The reason why I'm asking is that I didn't even know that SAP even offered the course in the US, so I would have tried to attend myself if I found out about in advance.
Glad to see you recommended the course. There isn't going to be much CRM related technical content at SAP Teched in Las Vegas this year, however there may be at least one session attending (wink-wink), that's not listed yet. I would still recommend that CRM development folks still attend teched, because there is plenty of great technical content that we can use regardless.
Take care,
Stephen

Help in understanding SAP CRM 6.0

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