How to allow fact sheets to be opened?

I want to use a program on a flash drive that needs my web browser pop up blocking function to allow fact sheets to be opened.

This article describes how to change your pop-up blocker settings, but I'm not sure that's really the issue... [[Pop-up blocker settings, exceptions and troubleshooting]].
Could you describe the sequence of events? Is it a Windows program you run from the USB Flash drive, and then the program launches the fact sheet from the USB Flash drive? What happens (or what doesn't happen)?
Do you know whether the fact sheet is an HTML page or a PDF?

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How to design FACT SHEET in SAP-CRM 4

Hi Experts,
Could you guys please tell me the steps to Design the FACT SHEET in SAP-CRM 4
Thanks and regards

solved

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.

Create own views in the Fact Sheet

Hi Forum,
I am trying to create my own views in the fact sheet.
for instance open opportunities,closed oppportunities,open leads,closed leads... w.r.t a particular BP.
plz guide how this can be achieved.
Kind Regards!
Lucas

Hi Lucas,
In order to create your own views in the fact sheet follow the above steps:
spro  CRM  Master Data  Business Partner  Business Partner Cockpit and fact Sheet.
Make the settings in Define Info blocks and views by first maintaining the info blocks. Then go to View definitions and assign info blocks.
Before creating you Info block you have to create your own class and then register this class in CRMC_CCKPT_IOREG table in order to see it in the fact sheet list.
Hope it helps!
Best regards,
Roula Lazaridou

Pdf sent won't open beyond cover sheet? how to allow click thru of all files?

pdf sent won't open beyond cover sheet? how to allow click thru of all files?

That's handy, because I can run gmail and Chrome too.
Ok, I sent myself a PDF attachment. I'm going to go step by step through what happened
to me, and you can tell me where your experience becomes different.
1. The email shows a preview of the top part of page 1 for the attachment.
2. I hover over the preview and I get two icons, "Download" and "Save to drive".
3. I click Download.
4. The attachment downloads and I see it in the status bar.
5. I click on the document in the status bar. It opens to page 1, but I can use the
scroll bar to read all of the pages.
6. I hover in the bottom right of the page, until Chrome's PDF toolbar appears.
7. I click the save icon.
8. I save the file to my desktop.
9. I open the file from my desktop. It also has all pages.

How to open a standard SAP fact sheet or any UI component ?

Using a support user, I want to open a BYD standard Fact Sheet of interest.
My goal is to see how certain fields are filled. I thought about adding a BO extension, and then editting the screen, but am slightly stuck.
Is there a way of opening a standard BYD screen (fact sheet) or any UI component ?
Thanks ahead for any tips.

Hi Tom,
you need a PTP (Port Type Package), and to configure the outport.
If you want to understand how to configure do:
1) Create a custom BO
2) Generate all the screens for the custom BO of type Object-Based Navigation
3) Open the OWL and see what happen when the user click EDIT (the QA screen is opened through the PTP)
4) Open the QA and see how the QA understand that it needs to be opened when the PTP receive the notification

How to pass variable between CRM Fact sheet and BI web template

Hello,
I am looking for someone who has integrated a custom web template with the CRM fact sheet (I am on 2004s).
I have created a custom web application design template for displaying on the portal for a CRM factsheet (TPL_FACT_SHEET).
This template is based on a query which has a variable (CHOOSE_CUST, ready for input, input: optional type) on 0CUSTOMER char.
When the sales rep queries the CRM FactSheet on the portal- based on the 0CUSTOMER he is demanding the fact sheet for, the appropriate 0CUSTOMER value needs to be parsed to my custom web template and it should return him the report. The report is very simple with just sales for current and previous year by material group. There is a std template to do this but we are using cutom data providers and hence need to create this custom web template.
Thus far I have created a 'filter pane' in my web template but do not know how to link this with the CRM fact sheet or even how to link it to my query variable. Currently when my template is called from the factsheet (portal) it displays results for multiple customers without any filter!
Please advise how to proceed in linking the CRM fact sheet 0Customer number with my web template filter pane!
Full points for useful answers!
Thanks
Naresh

Hello,
I am looking for someone who has integrated a custom web template with the CRM fact sheet (I am on 2004s).
I have created a custom web application design template for displaying on the portal for a CRM factsheet (TPL_FACT_SHEET).
This template is based on a query which has a variable (CHOOSE_CUST, ready for input, input: optional type) on 0CUSTOMER char.
When the sales rep queries the CRM FactSheet on the portal- based on the 0CUSTOMER he is demanding the fact sheet for, the appropriate 0CUSTOMER value needs to be parsed to my custom web template and it should return him the report. The report is very simple with just sales for current and previous year by material group. There is a std template to do this but we are using cutom data providers and hence need to create this custom web template.
Thus far I have created a 'filter pane' in my web template but do not know how to link this with the CRM fact sheet or even how to link it to my query variable. Currently when my template is called from the factsheet (portal) it displays results for multiple customers without any filter!
Please advise how to proceed in linking the CRM fact sheet 0Customer number with my web template filter pane!
Full points for useful answers!
Thanks
Naresh

In Fact Sheet, Open Leads View is displaying all Leads

Hi Gurus,
I have configured Account Fact Sheet(BP_Account_FS).
I have added view "Open Leads", which should "display the last n leads that have status "open" or "in process".
But In my case "Open Leads" is displaying all the Leads, which have status "Converted" & "Rejected" also.
Anyone has come across with this. What are your suggestions?
Thanks & Regards
Rohan

Hi,
Raised an OSS, there was a programming error, so a new SAP Note has created SAP Note No. 1319703.
Thanks & Regards
Rohan

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

How can one monitor the level of usage of Fact Sheet in SAP CRM?

I am trying to understand how often users are actually using the Fact Sheet utility in our CRM instance. Anyone know a way to gather this statistic? Thanks

Hello
To my knowledge, CRM does not store any statistics. Some telephony software (BCM, Genesys, etc.) provide such statistics. Even I think that BI has a "reporting agent" report.
Regards
Joaquin

How to allow only the specified users/groups to open my pdf files...

Hi there,
I'm looking for resources/documents describing how to allow only the specified users/groups to open my pdf files by the Java API...
I've found a sample code creating a policy in the following document.
http://livedocs.adobe.com/livecycle/es/sdkHelp/programmer/sdkHelp/wwhelp/wwhimpl/js/html/w whelp.htm?context=sdkHelp&topic=learn_lc_sdk_invokeremoting
( API Quick Starts (Code Examples) > Rights Management Service API Quick Starts > Quick Start: Creating a new policy using the Java API )
But the sample code doesn't set recepients( users/groups ) who can open the pdf file.
How can I make it ?
Any samples ? or Does anybody can tell me which Java classes/methods I should use ??
Policy#addPolicyEntry(PolicyEntry policyEntry) ??
PolicyEntry#setPrincipal(Principal principal) ??
or none of them ?
Any hints are appreciated !
Thanks.

I'm not exactly sure what you are tying to do here, but typical approach when issuing one PDF par user/groups scenario goes like:
1. Create policy for specific purpose and add principal (user/group)
2. Apply policy on server side
3. Deliver the file (via email etc...)
If you are looking for sample codes, try quick start.
http://livedocs.adobe.com/livecycle/8.2/programLC/programmer/help/wwhelp/wwhimpl/js/html/w whelp.htm?&accessible=true
If you go "API Quick Start/Rights Management Service API Quick Starts", you might find something useful. I think you need "Creating Policies" or "Modifying Policies" for step 1 above, and "Applying Policies to PDF Documents" for step 2.
Hope this helps.

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

BP Fact sheet: how to translate component name?

Hello
At my customer BP fact sheet is custimized to include a custom component. The component name is Z-custom and the description in english is "custom". If I log on to the web UI in english I can see the title on the windo "custom". But if I log on in other languages it is empty.
This is because there was no translation to the component name before. I added the translations in SPRO - Maintain Fact Sheet but still nothing is shown in the web UI. I also checked BSP_WD_CMPWB but found no place for translation.
Can anyone help? It must be something really quick ans stupid !!
Sotiris
Edited by: Sotiris Hatzis on Jul 6, 2011 12:26 PM

Actually I also made some other changes in transaction BSP_WD_CMPWB (like titles of columns) but these changes are not shown either onthe Web UI.
Do I need to activate something, or run something?
Sotiris

BW report in BP Fact Sheet in CIC0

Hi Gurus,
We wish to display BP specific BW reports in our CIC0 fact sheet. We have configured a web template and are able to view the BW view in the CIC0 fact sheet. The issue is, that we want the BW query to run automatically based on the BP confirmed in CIC0. Currently, we get the BW view wher we open a query and then populate the BP in the selection screen and run the report. The report then shows the expected data in fact sheet. However, ideally, the BP should automatically be passed in BW query as its already confirmed in CIC0, as it does when we get information from R/3 regarding a BP.
Any help would be highly appreciated.
Cheers!
Amit

Hi guys,
I have the same problem, I need to call bw reports using the BP selected at cic0.
I tried 2 options, I can display the bw reports but the BP is not send as a parameter.
1- I created an action box in cic0 to call transaction RRMX in BW. I used BOR method, object type TSTC and method execute. This works fine to call the reports but can't find any option to send the bp as a parameter.
2 - I created a bsp version of the bw reports and created an HTML call from CIC0. But the BW report doesn't accept parameters. Also I don't know how to send the BP as a parameter, it seems that I can only send Text.
Let me know if you find another way to call bw reports from cic0.
Cheers,
Hernan.

Fact Sheet - Passing parameter to BI report

Hello,
I've created my own BI report which I want to use in the account fact sheet. I have managed to open the report in the fact sheet by creating a customer configuration of the BP_FACTSHEET/BIREPORTProxy view in component designer. In the view I have maintained attributes for the biproxy:
REPID (BI Report ID): Z_TEST_JOHAN_ZCUSTOMER_CARD_1101
BISYSTEM (RFC Destination of BI System): GYBCLNT100
ADDPARAMETER (Addtional Parameter for a BI Report URL): &FILTER_IOBJNM_1=0CUSTOMER&FILTER_VALUE_1=715
My question is how ADDPARAMETER works. I want to filter the data based on the customer number for which the account fact sheet is viewed. In my example, I've just tried to hard code that only data for customer 715 is displayed. This is not working, so all data is displayed.
How should the parameters in ADDPARAMETER be entered? How do I dynamically pass the correct customer number?
Kind regards,
Johan Wigert

Here is an example code for this badi implementation:
METHOD if_ex_bsp_dlc_fs~get_bi_rep_parameter.
DATA: lr_bol_entity TYPE REF TO cl_crm_bol_entity,
        lr_value_node TYPE REF TO cl_bsp_wd_value_node,
        lr_collection TYPE REF TO if_bol_bo_col,
        lv_repid TYPE string.
**this is only a example
TRY.
      lr_bol_entity ?= iv_data_collection->get_first( ).
      lr_value_node ?= iv_data_collection->get_next( ).
      IF lr_value_node IS BOUND AND lr_bol_entity IS BOUND.
        lv_repid = lr_value_node->get_property_as_string( 'REPID' ).
        IF lv_repid = 'SAMPLE7'.
          REPLACE '&1' IN cv_addparameter WITH '0CRM_SOLDTO'.
          REPLACE '&2' IN cv_addparameter WITH '156'.
        ENDIF.
      ENDIF.
    CATCH cx_sy_move_cast_error.
ENDTRY.
ENDMETHOD.

How to allow fact sheets to be opened?

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