How to creat Action Profiles in CRM

Hello Experts,
Can any one guide me how to create Action Profiles in CRM for attaching the smartform ????
Regards,
Amol Tambe.
SAP CRM Technical Consultant.

TR: SPRO --> IMG -->Customer Relationship Management -->Basic Functions -->Actions -->Actions in Transaction >Change Actions and Conditions>Define Action Profiles and Actions
Best Regards,
Vishant

Similar Messages

Action Profiles in CRM

Hi Experts,
Can anyone provide me data on Action profiles in SAP-CRM??
Any pointers shall prove really helpful.
Regards,
Kanika

Hi,
Please go though this blog and this will give you the exact idea to work with Actions.
[How to Create Action for a Transaction Type in CRM|How to Create Action for a Transaction Type in CRM]
Pls let me know if it helps you.
Best Regards,
Deepak Gupta

How to create an appointment in crm webui?

hello experts!
i'm verymuch new to crm webui. would anybody please let me know how to create an appointment in crm web ui. even though i established a account and contact relationship in t-code BP in GUI. The error still pops up asking me to enter Sales organization,distribution channel and division.
regards
sanguine

You can follow chapter "3.1 Maintaining Organizational Data Profile" from best practices' building block ['C23: CRM Basic Sales'|http://help.sap.com/bp_crm70/BBLibrary/HTML/C23_EN_DE.htm]. For "Organizational Model Determin. Rule" instead of a rule 10000166 enter 10000194. It will determine org. data from current user.
Also take a look in near settings. There you can define your own rule.
Or check this thread Org Unit determination based on Emp Resp in Task which describes how to create profile for employee responsible.

How to create Partner profile

1)Could someone tell me how to create partner profile in file to idoc scenario.
2)How to create RFC connection.
3)How to use IDX1 and IDX2.
Thanks
Regards
Ashish

Ashish,
take a look at this article,
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/cdded790-0201-0010-6db8-beb9bb2b2660
XI ~~
1. SM59 -- Create an RFC destination for R3 system.
2. IDX1 -- Create a port to R3 system
3. IDX2 -- Import IDOC metadata.
SLD ~~
Create technical system and business system pointing to the R3 system and use this as you reciver system.
Let me know if you need any inouts.
Regards,
Bhavesh

How to create Campaign ID in CRM.

Hi Experts,
How to create Campaign ID in CRM.
:Please provide me any documents for the same.
Thanks & advance
Prajith P

Accorring to your question, you want to create campaign in CRM?
you need to assign a MKT_PRO or other Marketing related role to your WEB UI user, then login the WEB UI, from the menu you will find marketing plan, and campaign is a kind of marketing object under it.

How to create / Insert Leads in CRM On Demand using WSDL in Bpel

Could any one suggest how to create/insert leads in CRM On Demand through Bpel.
Getting following Error
<remoteFault xmlns="http://schemas.oracle.com/bpel/extension"><part name="code"><code>Server</code>
</part><part name="summary"><summary>Cannot perform NewRecord on the business component 'Lead'(SBL-EAI-04421)</summary>
</part><part name="detail"><detail><detail>
<siebelf:siebdetail xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:logfilename xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">siebel.log</siebelf:logfilename>
<siebelf:errorstack xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:error xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:errorcode xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">(SBL-EAI-04421)</siebelf:errorcode>
<siebelf:errorsymbol xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/"/>
<siebelf:errormsg xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">Cannot perform NewRecord on the business component 'Lead'(SBL-EAI-04421)</siebelf:errormsg>
</siebelf:error>
</siebelf:errorstack>
</siebelf:siebdetail>
</detail>
</detail>
</part></remoteFault>

Could any one suggest how to create/insert leads in CRM On Demand through Bpel.
Getting following Error
<remoteFault xmlns="http://schemas.oracle.com/bpel/extension"><part name="code"><code>Server</code>
</part><part name="summary"><summary>Cannot perform NewRecord on the business component 'Lead'(SBL-EAI-04421)</summary>
</part><part name="detail"><detail><detail>
<siebelf:siebdetail xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:logfilename xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">siebel.log</siebelf:logfilename>
<siebelf:errorstack xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:error xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">
<siebelf:errorcode xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">(SBL-EAI-04421)</siebelf:errorcode>
<siebelf:errorsymbol xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/"/>
<siebelf:errormsg xmlns:siebelf="http://www.siebel.com/ws/fault" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/">Cannot perform NewRecord on the business component 'Lead'(SBL-EAI-04421)</siebelf:errormsg>
</siebelf:error>
</siebelf:errorstack>
</siebelf:siebdetail>
</detail>
</detail>
</part></remoteFault>

How to Create Roaming Profile(s) For Windows Workgroups

This Tutorial Shows how to create roaming profile(s) for Windows Workgroups.
Here are the steps in order to do this:
On the host PC:
1. Goto 'Folder Options'>'View' and un-tick 'Use Simple File Sharing'.
2. Goto Network Connections and right click on the 'Local Area Connection' (Ethernet recommended)
3. Goto Properties>General, and tick 'File and Printer Sharing'.
Click Apply + Ok.
4. Goto Control Panel>User Accounts, add a new user.
5. Logon to this user, and open the profile folder properties.
5b. Share this folder.
6. Make the Share permissions so that 'everyone' has: Full Control, Read, Change.
Click Apply + Ok.
7. Click on 'Caching' and disable Caching for this Share.
Click Ok.
8. Now goto the 'Security' tab and give 'Administrator' and 'SYSTEM' 'Full Control'.
Click Apply + Ok.
On the remote PC(s):
1. Make the same User as on the Host.
1b.Logon to the account and log back out again. Delete the profile folder from 'Documents and Settings'.
3. Give 'SYSTEM': 'Read','Read and Execute','List Folder Contents' to the 'Administrators' Profile
4. Type 'lusrmgr.msc' into run, goto: 'Users', double click on the new user and goto the 'Profile' tab.
4b. In the 'Profile Path' box, type \\hostPCname\ProfileName.
Click Apply + Ok
*Note* Replace the \\path\ accordingly to what names are on your Host PC.
5. Goto regedit>HKLM\Software\Microsoft\Windows NT\CurrentVersion. Double click
on 'ProfileList'.
Find which key is for the new user. (Example S-1-5-21-58435627-18431725-18026167-1003)
6. Right click that key and goto: 'Permissions' and give 'SYSTEM' 'read'.
*Note* Once you logon to the roaming profile from the remote PC for the first time you can undo this step.
7. goto GPEdit>Computer Configuration/Administrative Templates/System/User Profiles:
Enable these settings:
'Do not check for user ownership of roaming profile folders'
'Delete cached copies of roaming profiles'
'Log users off when roaming profile fails'
"Add the Administrators security group to roaming profiles'
'Prevent roaming profile changes from propagating to the server'
7b. Make 'Timeout for dialog boxes' '1' (seconds)
8. goto: Computer Configuration/Security Settings/Local Policies/Security Options:
Make 'Number of previous logons to cache (if server is unavailable) '0'
Now you're ready to login to the Profile on the remote PC.
*Note* Sometimes, when windows loads it takes a minute for the profile folder to become shared again.
Thanks for reading.

Hi,
I have replied to the below thread mentioning the FM's to create Profile sets, profiles and also target groups. This may be helpful to you.
Re: target group creation
Regards,
Priyanka

How to create Creation Profile

Hello all Gurus,
Can someone please tell me how to create "Creation Profile" and use them in MM scheduling agreement? I have an issue, where the user wants 2 separate creation profiles to be created so that the demands should be sent to suppliers on Thursdays and Fridays only. I maintained the creation profiles in SPRO -- MM -- Purchasing -- Scheduling Agreement -- Maintain Creation Profile for Scheduling agreement with rel. doc. But these creation profiles doesn't seems to work. What are the extra steps that we need to carry out once the creation profiles are created and then maintained in MM scheduling agreement?
If you have any knowledge on creation of CREATION PROFILES please share it with me. It will be very much helpful for me.
Thanks and Regards,
Umakanth

hi,
Go to SPRO > MM > Purchasing > Scheduling Agreement > Maint. Rel. Creation Profile for Sched. Agmt. w. Rel. Docu.
Maint. Rel. Creation Profile for Sched. Agmt. w. Rel. Docu.
In this step, you can define the release creation profile.
The latter is an instrument for determining which criteria are used to generate releases against a scheduling agreement and transmit them to the vendor.
You assign the creation profile to the scheduling agreement item in the additional data.
The creation profile controls the creation periodicity of the releases and - starting from the current date of release creation - the way in which the quantities are aggregated.
In the release creation profile, you can define
o   General Parameters
-   Which creation strategy is the basis for JIT delivery schedules and scheduling agreements.
-   How backlog and immediate requirements are taken into account during release creation.
o   Aggregation and release horizon
-   If and how schedule lines should be aggregated during release creation.
o   Release creation periodicity
-    With which periodicity scheduling agreement releases are created
o   Tolerance profile
-    That for releases created as a result of changed schedule lines, the system performs a tolerance check
o   Internet release
-    Whether an Internet release is created during release creation

How to create SLD after Netweaver/CRM installation

Hi guru,
I installed CRM that's on top of Netweaver without having SLD created. Now I need to configure TREX that requires SLD on the CRM side. How To create SLD after Netweaver/CRM has been installed?
Many Thanks!

Thank you Sergo! The document is very helpful.
System Landscape Directory (SLD)
Readers, if you click on the url, you may get access error. To solve the problem, copy and paste the url in a new browser window.
The according Netweaver "Post-Installation Guide - SLD of SAP NetWeaver" is the one containing the answers. Pick the version that matches your NW installation.

How to create Employee Profile

Please suggest me on how to create Employee Profile .
Thanks and regards!

Hi,
You can create employee profile in transaction code PPPM.
Regards,
Kapil Kaushal

Create Action Profile for Service Complaint

Hi All,
How to create the action profile for service complaint. I am working in CRM Standalone server. I gone through that service complaint doc and found that for this transaction we have to define the actions like CREATE RETURN REQUEST, CREATE SPARE PART DELIVERY, CREATE QUALITY NOTIFICATION, CREATE CREDIT/DEBIT MEMO REQUEST AND CREATE TASK. Can Anybody guide me how can I achieve this ans assign to my transaction type ie Service Complaint.If any body has the doc to achieve this can send it to
[email protected]
Valuable answer will be appreciated.
Thanx
Saravana

Hi saravana
want actions in transactions then use this link
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/c87bb93d-0b01-0010-a0b4-b04d7fda745f
regards
Vinay

How to create a profile set for a campaign.

HI Friends,
I am working on CRM 7.0.
My requirement is to create a Batch program for campaign creation and automation.
i have used the class 'cl_crm_mktpl_appl_base' to copy the existing campaign .
It copied the entire target groups,campaign elements, profile sets.
My requirement is for the created campaign id, i need to create a profile set in that i need to create target goups.
Fm : BAPI_PROFILESET_CREATE is not helpful for me in my case.bacause it is asking parent guid ..etc...
I have ony one guid ,ie. campaign guid . if i give this in parent guid it is thriwing error.
can any suggest how to create a custom profile set.
If any one worked on this batch program please reply to this thread.
Edited by: jagadheeswara raju on Feb 10, 2010 7:02 PM

Hi,
I have replied to the below thread mentioning the FM's to create Profile sets, profiles and also target groups. This may be helpful to you.
Re: target group creation
Regards,
Priyanka

How to create an IOBJECT in CRM

Hi CRM gurus,
I want to create an IOBJECT from the following data:
OBJECT FAMILY
EXTERNAL ID,
REFERENCE PRODUCT
PRODUCT DESC
STATUS is 'At customer site'
Counter Template
Please suggest me is there any suitable BAPI/FM available in SAP CRM?
Thanks in Advance.
Regards,
Deep

You can follow chapter "3.1 Maintaining Organizational Data Profile" from best practices' building block ['C23: CRM Basic Sales'|http://help.sap.com/bp_crm70/BBLibrary/HTML/C23_EN_DE.htm]. For "Organizational Model Determin. Rule" instead of a rule 10000166 enter 10000194. It will determine org. data from current user.
Also take a look in near settings. There you can define your own rule.
Or check this thread Org Unit determination based on Emp Resp in Task which describes how to create profile for employee responsible.

How to create custom component in CRM 2007

Hi.
I am new for the CRM 2007 Web UI.
Here we have CRM_UI_FRAME.
Like this so many Components are there.
I want how to create our own component.
I created it as follows.
Open the Transaction code bsp_wd_cmpwb.
Provide Z Name in the Component.
Zcomponent
Press Create button.
Go to Run Time Repository.
Press Change Mode.
Create a MODEL as ALL.
GO to Browser Component Structre.
Select View.
Provide View name.
Create the View.
Go to view Layout.
Provide the code like this.
<%@page language="abap"%>
<%@ extension name="htmlb" prefix="htmlb"%>
<%@ extension name="xhtmlb" prefix="xhtmlb"%>
<%@ extension name="crm_bsp_ic" prefix="crmic"%>
<%@ extension name="bsp" prefix="bsp"%>
<cthmlb:overviewFormConfig/>
Create the context under the context.
Go to Configuration tab.
Assigne the Attributes to the Screen.
GO to the Run Time Repository.
press change mode.
Assigne the view name to the Window.
Save it.
Test the Componet. But it is not diaply anything on the screen.
How i will get the data into the web UI.
Can anybody expalin about this one to me with screen shorts if possible.
I want add some fields into the web UI. Provide some values into that. Capture the values.
Navigate the data from one screen to another screen. How it is possible. I did not understand.
If i am changing any screens in the pre define component it shows dump.
So, now i need Custom component with adding of the fields.
Please give me proper information regarding this one.
Thank You.
Krishna. B.

Hi,
Try put the htmlb to show a field:
<thtmlb:label design="LABEL" for="//<context>/<field>" text="<field>"/>
<thtmlb:inputField id="<field>" maxlength="31" size="20" value="//<context>/<field>"/>
In order to get value, you can write a simple code in the event_handler:
LR_BOL type ref to IF_BOL_BO_PROPERTY_ACCESS
LR_BOL = ME->TYPED_CONTEXT-><context>->COLLECTION_WRAPPER->get_current()
var1 = LR_BOL->GET_PROPERTY_AS_STRING('FIELD').
take a look at lr_bol methods so that you can see the set and get methods.
Regards,
Renato.

How to create a profile value at user level programatically

Dear all,
I want to create a profile value at user level programatically, I refer to the developer guide and try to use fnd_profile.put() to create a new value.
But I find out the value is just created in session level, not be inserted into base table.
So is there anyone know how to realize this function in PL/SQL?
Any idea is appreciated.
Best Regards,
Kenny

Check Note: 364503.1 - How to Set a System Profile Value Without Logging in to the Applications
https://metalink.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=364503.1

How to creat Action Profiles in CRM

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