How to attach ERP smartform to a ERP Quotation generated from CRM 7.0
Hi,
I have this requirement of calling the ERP smartforms in CRM 7.0 where ever applicable.
I don't want to use Transaction Launcher and also creating the same smartform in CRM would be double work.
1. Can we attach a smartform of ERP to LEAD/OPPORTUNITY when we click on the MORE button on toolbar and choose PREVIEW OUTPUT/ TRIGGER OUTPUT. I think in ACTION we can just assign a smartform which is created in CRM system.
Actually this is my client requirement and since my first CRM implementation do't know whether this is a valid point and how to go on.
2. Also on ERP Quotation view page (toolbar) there is no button called MORE to PREVIEW OUTPUT. Can we assign a smartform to ERP Quotation?
If any body can direct me on this issue would be of great help and full points will be given.
Thanks,
Jaya
Hi,
as far as I know there is no standard way of doing this in CRM 7.0.
I imaging it would be possible to call an ERP smartform from CRM by :
- writing an RFC capable function module in ERP that wraps the call of the smartform and returns the generated PDF data.
- writing a function or method in CRM that calls the ERP function module and displays the returned data.
In the lead and opportunity the print preview is done by having a print relevant action in the action profile assigned to the transaction type and I guess for these it should be possible to call a function module by creating an own smart forms method.
But I think this is not possible for an ERP quotation, so you would have to create an own button. In the event handler for this button, one could call the ERP function module and display the result.
Paul
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