How to Sales Reports in CRM system

Dear all,
we have CRM and ECC system which are up and running.
and also we have BW server connected to both systems. We want to see some reports like quotations report, sales orders report, deliveries report,etc... which are exclusively available in ECC system.
Could any one of you explain me how to activate BW Infocubes and how to see Sd reports in CRM system with the help of BW system.
Your suggestions will be highly appreciated.
Thank you
Raghu Ram

Refer pre-configured scenarios and step by step guide here:
http://help.sap.com/bp_biv170/html/BW/I15_EN_DE.htm
For further more scenarios refer:
http://help.sap.com/saphelp_nw70/helpdata/en/04/47a46e4e81ab4281bfb3bbd14825ca/frameset.htm

Similar Messages

Issue with creation of sales order in CRM system

Hi Experts,
Here are the details of the process we followed
1.     We found a Function Module u201CBAPI_BUSPROCESSND_CREATEMULTIu201D which is used to create a sales order in CRM.
2.     We have set a Break point in the FM u201CCRM_ORDER_MAINTAINu201D and tried to create a sales order using the transaction u201CCRMD_ORDERu201D. For this the parameters we have given are
a.     sold-to-party
b.     ship-to-party
c.     quantity
d.     product
And after this we have saved the order and the order is saved and in the debug mode we have the parameters in u201CCRM_ORDER_MAINTAINu201D and we found all these     parameters in the FM.
3.     After this we have given all the parameters mentioned above in the FM u201CBAPI_BUSPROCESSND_CREATEMULTIu201D and still the order is not created, gave an error message saying that CRM_ORDER: Incorrect values in the interface object.
4.     We checked the CRM_ORDER badiu2019s interface and it is having only header guid to be given. We gave this header guid also in the FM u201CBAPI_BUSPROCESSND_CREATEMULTIu201D and then it gave a different error saying that : Document cannot be saved.
5.     Finally we are not able to know the parameters to be passed to the FM to create an order.
Any inputs will be highly appreciated.
Thanks a lot in advance.
Lakshman.

Hi Easwar,
Now i am able to create a sales order by passing the parameters to "BAPI_BUSPROCESSND_CREATEMULTI" and the parameters i am passing are Process_type in the ORDERADM_H, parner_fct (partner function), partner_no , Quantity and prod_ordered (product name) but after creation of sales order using my report program and if i see the sales order uisng transaction crmd_order (using transaction ID) or crmd_orderadm_h(using headerguid) or crm_order_index, only the PROCESS_TYPE is updated but the remaining parameters which i passed like QUANTITY,PRODUCT NAME,PARTNER NUMBER are not present in the sales order. I am providing the code which i have written for creation of the sales order. Can you please look into it and tell me where i might have went wrong??
*& Report ZCREATEORDER_TEST
REPORT ZCREATEORDER_TEST.
DATA : LV_HEADER_GUID TYPE GUID_32,
WA_HEADER            TYPE         BAPIBUS20001_HEADER_INS,
ITAB_HEADER          TYPE STANDARD TABLE OF BAPIBUS20001_HEADER_INS,
ITAB_CREATED_PROCESS TYPE STANDARD TABLE OF BAPIBUS20001_HEADER_INS,
ITAB_OBJECTS_TO_SAVE TYPE STANDARD TABLE OF BAPIBUS20001_GUID_DIS,
ITAB_PARTNER        TYPE STANDARD TABLE OF BAPIBUS20001_PARTNER_INS,
lt_product_i TYPE STANDARD TABLE OF BAPIBUS20001_ITEM,
wa_product_i type BAPIBUS20001_ITEM,
lt_schedlin_i type standard table of BAPIBUS20001_SCHEDLIN,
wa_schedlin_i type BAPIBUS20001_SCHEDLIN,
ITAB_INPUT_FIELDS TYPE TABLE OF bapibus20001_input_fields,
ls_inputfields TYPE bapibus20001_input_fields,
WA_PARTNER          TYPE BAPIBUS20001_PARTNER_INS,
ITAB_RETURN          TYPE STANDARD TABLE OF BAPIRET2,
WA_OBJECTS_TO_SAVE LIKE LINE OF ITAB_OBJECTS_TO_SAVE,
           "To store the Objects to be saved.
WA_CREATED_PROCESS LIKE LINE OF ITAB_CREATED_PROCESS,
ITAB_SAVED_OBJECTS   TYPE STANDARD TABLE OF BAPIBUS20001_OBJECT_ID,
WA_SAVED_OBJECTS    LIKE LINE OF ITAB_SAVED_OBJECTS,
GC_X type c.
gc_x = 'x'.
CALL FUNCTION 'GUID_CREATE'
IMPORTING
    ev_guid_32 = lv_header_guid.
CLEAR : WA_HEADER.
Passing the respective values from the Header table to internal table.
WA_HEADER-GUID          = LV_HEADER_GUID.
WA_HEADER-PROCESS_TYPE = 'ZTA'.
APPEND WA_HEADER TO ITAB_HEADER.
*Appending the values to the ITAB_HEADER.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'ORDERADM_H'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'PROCESS_TYPE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
*ls_inputfields-ref_handle = '0000000000'.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-objectname = 'ORDERADM_H'.
ls_inputfields-fieldname = 'MODE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'ORDERADM_H'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'GUID'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
CHANGES MADE
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'LOGICAL_KEY'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'MODE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN_I'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'GUID'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
   ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN_I'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'QUANTITY'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
   ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'SCHEDLIN_I'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'MODE'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
CHANGES MADE
WA_PARTNER-REF_GUID = LV_HEADER_GUID.
WA_PARTNER-REF_KIND = 'A'.
giving the partner function and partner no 000000038 for slod to party
WA_PARTNER-PARTNER_FCT = '00000038'.
WA_PARTNER-PARTNER_NO = '10017'.
APPEND WA_PARTNER TO ITAB_PARTNER.
*"ADDING VALUES for the product
wa_product_i-header        = lv_header_guid.
wa_product_i-handle        = '0000000001'.
wa_product_i-ordered_prod = '12000014'.
wa_product_i-mode          = 'A'.
APPEND wa_product_i TO lt_product_i.
*"ADDING VALUES for quantity
wa_schedlin_i-quantity   = 30.
wa_schedlin_i-handle = 1.
APPEND wa_schedlin_i TO lt_schedlin_i.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'PARTNER'.
*ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'REF_GUID'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'PARTNER'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'PARTNER_FCT'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
ls_inputfields-ref_guid = LV_HEADER_GUID.
ls_inputfields-REF_KIND = 'A'.
ls_inputfields-objectname = 'PARTNER'.
ls_inputfields-logical_key = ' '.
ls_inputfields-fieldname = 'PARTNER_NO'.
APPEND ls_inputfields TO ITAB_INPUT_FIELDS.
CALL FUNCTION 'BAPI_BUSPROCESSND_CREATEMULTI'
TABLES
    HEADER          = ITAB_HEADER
    ITEM            = lt_product_i
    RETURN          = ITAB_RETURN
    PARTNER         = ITAB_PARTNER
    INPUT_FIELDS    = ITAB_INPUT_FIELDS
    CREATED_PROCESS = itab_created_process
    SCHEDULELINE    = lt_schedlin_i.
READ TABLE ITAB_CREATED_PROCESS INTO WA_CREATED_PROCESS WITH KEY GUID = LV_HEADER_GUID BINARY SEARCH.
WA_OBJECTS_TO_SAVE-GUID = WA_CREATED_PROCESS-GUID.
Appending the Guid of the contract to be saved to the internal table
APPEND WA_OBJECTS_TO_SAVE TO ITAB_OBJECTS_TO_SAVE.
CALL FUNCTION 'BAPI_BUSPROCESSND_SAVE'
EXPORTING
    update_task_local = space
    save_frame_log    = GC_X
TABLES
    objects_to_save   = itab_objects_to_save
    saved_objects     = itab_saved_objects
    return            = itab_return.
Calling the Standard BAPI to Commit the transcation.
CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'.
I have debugged the above code, all the values are passing are passing to the FM "'BAPI_BUSPROCESSND_CREATEMULTI'" and these passed to the CRM_ORDER_MAINTAIN and then to CRM_ORDER_READ which are called inside the "'BAPI_BUSPROCESSND_CREATEMULTI'". Finally the sales order is created but not able to see all the values that i am passing except PROCESS_TYPE.
Thanks a lot in Advance,
Lakshman.

How the sales orders in CRM replicated to ECC??????????

Hello gurus
I am implementing CRM with integration with ERP, I would like to know if I have more than one type of sales documents in CRM and I want to replicate them to ECC do I have to have the same number of the sales document types in ECC or only one document type in ECC and all the CRM Sales document types will be replicated to it
Secondly regarding the service order processing , is it replicated to sales order or service order in ECC also do I have to have the same number of sales, service document type
If there are any useful links please provide
Thanks
Jacopo Françoise

Hi Jacopo Françoise
There are some prerequisites for replication.
1. Your Item categories need to be configured to be released to R/3 for specific puposes like Pick, pack and delivery reasons.
2. Only Sales transaction and delivery related transactions will be replicated to R/3 like Sales Orders and Service orders.
3. When it goes to R/3 every order is a sales order type like Sales Order CRM - Replicated as Sales Order
4. When replicate the documents it is important that you must have same document types and same item categories..
5. If billing documents are directly created in R/3 then you dont need the exact same doucments, but your item categories will play a major role in creating a mapped document in R/3. you still have to map appripriate settings to tell the system on what item categories talk to what Doucment types.
Thats the overview but list could go on... let me know if you have any specific issues
Thanks
Raj

How to get data from CRM systems?

Hi...
How to use adapters to get data from external systems such as CRM systems.

It is totally depends what kind of message is or are coming out from CRM Systems.
If it is sending IDoc then use Idoc adapter.
If it is BSP and sending HTTP Post then use HTTP adapter.
If you are using proxy then use XI adapter.
thanks
farooq

IDoc Issues when creating a Sales Order in CRM System

Hi All,
We have a BSP application in place which allows the customers to create orders online. This BSP application is linked to R/3. The R/3 BSP application remotely calls a custom code in the CRM system which creates an IDOC for the CRM Order and the IDOC is processed and a CRM Order gets created. In the BSP page we have given a provision to the client to enter a Requested Delivery Date which is mapped to the delivery date in CRM system.
Now comes the problem. When the customer creates an order, he enters the requested delivery date but the order which is getting created is not being populated with the date entered in the screen but with the current date.
But when I try and reprocess the IDOC through WE19 without changing any IDOC data records the order gets created with the date which was entered in the webpage.
Any pointers regarding what is happening?
Regards,
Karthik

Hi Karthik,
Just check on the field date, this request delivery date in CRM.
Does it come from date profile? If it does, then try to remove the
date rule or any default value for this date.
Alternatively, I am afraid you have to separately save the date
after first IDOC document creation is done. Seems that the default
value taken place (and replaced) after the document has created.
Hope this helps.
Gun.

How toconfigure new Roles of CRM system to Portal?

Hi Friends,
In my project i want to configure roles in the CRM system to the Portal.Can you please give a solution for this.
Thanks

Hi Srikanth,
Please check these liinks
http://help.sap.com/bp_biv135/html/bw.htm
http://help.sap.com/bp_biv135/html/BW/SalesAnalysis.htm
http://help.sap.com/bp_biv235/BI_EN/index.htm
http://help.sap.com/bp_biv235/BI_EN/html/bw.htm
http://help.sap.com/saphelp_nw04/helpdata/en/af/ed833b2ab3ae0ee10000000a11402f/frameset.htm
Cheers,
Shaym

How to debug proxies in CRM when called from ECC system

Hi,
My requirement is When a Post Goods Issue happens in ECC, the iobject is created in CRM system.
The proxy is called in the ECC system. The implementation of the proxy is done in the CRM system.
I am able to debug and see that the values are passed correctly to the proxy.
In CRM system, the iobject is not created. So, i wanted to debug the implementation which is available in the CRM system.
How can i debug in CRM system while the Post Goods Issue is done in the ECC system.
Thanks in advance.
Regards
Shanthi

hi , if you want to debug through ERP to CRM , you need to set a external breakpoint in CRM
And to set the external breakpoint, you need to login CRM system by the middleware user, not a normal user.
To check the middleware user name, you can search the view CRMRFCPAR in sm30 ERP, find out the RFC destination to CRM, then check the user used in the RFC destination in SM59

Mass sales orders from CRM to ECC

Hi,
We have a requirement to mass upload sales orders from CRM system ECC system. I could not able to find any option to push sales orders in bulk from CRM to ECC.
Could you please let me know if you know any kind of solution for this kind of scenario.
Thanks in advance!
Regards,
Kumar B.

Hi Maggie,
Thanks a lot for your response. But I could not able find CRMD_MASS_UPDATE in CRM system as well as in ECC.
Could you please let me know how to try this other please let me know the program or tcode.
Regards,
Kumar B

Sales area Upload CRM to SAP R/3 Middleware

Dear SDN team,
We are facing a Unique Isssue when replicating a Sales area data of a BP from CRM to SAP R/3 .
The versions are SAP CRM 5.2 and SAP R/3 4.6c
Problem : We have created a BP with Role "Prospect" initially in CRM and added a Sales area to same using CRM Web UI. Now we upgrade the Prospect to a Role "Sold to Party" and later deleted the old Prospect role .
Through Middleware Delta events , the Business Partner in Role "sold to party" is successfully getting replicated to SAP R/3 system with General data .
But the Sales area is missing . Why is this ??
One more point is that , when we manually change the Sales area in CRM again and save the changes made , the Sales area is flowing into SAP R/3 system automatically . this is strange for us !!
Why is the Sales area not getting replicated into SAP R/3 system automatically whereas the General data of the BP is getting replicated ??
Please help us ..Point will be rewarded for the correct answer.
Regards
Ritvij

Hi Manohar,
Thanks for the Information .
Please tell me which report i need run daily to update the Org structure ??
Is it HRBCI_ATTRIBUTES_BUFFER_UPDATE report in CRM system ??
If im wrong , please tell me the correct Report name ..
Full points will be awarded if the answer is correct .
Regards
Ritvij

Data Transfer from SAP R/3 to CRM System

Hi Experts,
I need the Busniess Partner Data in CRM system from SAP R/3. Can i do this by ALE or is ther any other way to do it?..If i need to do it by ALE can anyone pls let me know what message type should i use and the steps that i have to follow.
Thanks & Regards
Sathish

Check the links
Integration between mySAP and CRM using XI
How to make integration with CRM system with XI
http://help.sap.com/bp_crmv250/CRM_DE/BBLibrary/html/BBlibrary.htm
CRM XI Integration
Regards.

Exception in CRM system after creating post goods issue in ECC

Hi Folks,
We are facing an issue in CRM system. I will tell the scenario in details so that it would be helpful to understand,
We are creating sales order in CRM system and it got replicated to ECC correctly. We have maintained action definition to trigger email to the customer.
Then we will be creating delivery and then post goods issue(PGI) for items replicated to ECC systems. After PGI system will update the status in CRM sales order and here configured an action definition to trigger an email to customer.
We have created custom badi implementations for action definition execute badi to send email. Emails are triggering correctly but after PGI creation while replicating the changes from ECC to CRM we are getting an exception in standard code because PPFTTRIGG table does not have entry. We have failed entry in CRM inbound queue and then did some debug and come to know the place of issue. Help me out with some inputs here.
Best Regards,
Dharmakasi.

Hi,
I have identified one thing here, if the action definition does not have start condition system is not updating that entry in PPFTTRIGG table. Here i got 2 questions my mind
1. Why system is not updating the table with all the action definitions available in action profile
2. Why system is looking for the entry which was not updated in PPFTTRIGG table?
I do not understand problem with updating table or with action profile itself. Please give some input here. If we deactivate all the definitions which does not have start condition then there is no error.
Best Regards,
Dharmakasi.

Creation of sales order in CRM and replicating it to Multiple ECC system.

We have a requirement for creation of sales order in CRM and replicating it to Multiple ECC system.
We have checked the following standard Adapter objects in transaction R3AC1.
BUS_TRANS_MSG
The initial flow contexts does not support target site type as R/3(SMOF_ ERPSITE). So we are not able to replicate the sales order from CRM
to ECC.
2. SALESDOCUMENT
Here the initial flow contexts does not support flow from CRM -> R/3 as we don’t see the target site as CRM.
Please let us know if the standard sap middleware objects don’t support the sales order flow from CRM to multiple ECC or is there any
other adapter object we need to use for this.

Hey Vijay Duvvada,
I hope you are already referred below sap note and which explains scope & how to do -
1084315 - Consulting: Information about the multiple backend scenario
1763516 - How-to: Basic Setup of MEP
As explained by Rohit Sharma data should be start flowing to multiple sites.
please let me know if it does help.
Regards,
Arjun

How to restrict Customer's of R/3 from entering CRM system.

<b>Dear SAPGurus,
I have an issue at hand and hope with your guidance it can be solved.
We are running CRM 4.0 and have maintained many Sales org in the system, but from a new rollout we want to restrict one newly developed sales org, Since from this Sales org Customers are flowing from R/3 to CRM into the system.
I would like you to help me by guiding as to where can I restrict the Customers of this particular Sales Org from entering CRM system and How can I do it?
Thanking in anticipation.
Regards,
Amit</b>

Hi Singh,
Go to tcode R3AC1, open object CUSTOMER_MAIN, on Filter Setting Tab :
- table structure : KNVV
- field : SPART, VKORG and VTWEG => these represent distribution channel
sales org and sales office
- then enter value for each of that field
Then click Filter Synch (R/3) and Regenerate FIlter.
Go to tcode R3AS to start initial load.
Tell me if this is what you looking...
Gun.

How to find the Version of CRM system

Hi All,
I have to install CRM system and I dont have any other information other than the EWA Report, Can any one let me know how to find the Version of CRM system and we dont have Java installed in it (Generally we check WEBCUIF but as we dont have Java I cannot see the Package). Can I go with the CRMUIF ?? .
I have Pasted the information of Support Package Maintenance, that is available in EWA Report.
BBPCRM
600
4
13
SAP BBPCRM Server
CRMUIF
600
4
17
SAPK-60004INCRMUIF
SAP CRM User Interface Framework
PI_BASIS
2005_1_700
16
26
SAP R/3 Basis Plug-In
SAP_ABA
700
16
29
SAP Application Basis
SAP_AP
700
13
29
SAP_BASIS
700
16
29
SAP Basis Component
SAP_BW
700
18
31
SAP Business Information Warehouse
ST-A/PI
01P_700
0
SAPKITAB7I
SAP Service Tools for Applications Plug-In
ST-PI
2008_1_700
6
8
SAP Solution Tools Plug-In
Please let me Know. Thanks in Advance.
Vijay

Hi,
Logically your Status bar should show that.
Login to gui. --> system -> Status
and then you should see the crm version in your Component version.
SAP CRM ABAP 6.0
You should go with
BBPCRM
600
Thanks
Rishi abrol

Sales Document Creation in CRM System

Dear all,
We are implementing CRM 5.0 and ECC 6.0 (IS-Retail) for our client. As per the Business Process Customer creation take's place in CRM, which uploads Customer Records into ECC system.
Material Master (Article), Pricing Procedure and Condition Types are being maintained in ECC system only.
Now the new requirement is to create Quotations in CRM system, in turn it has to upload into ECC system. We have to enable or maintain all article data, Pricing Data and Discounts in CRM system also.
I don't know how could we exchange the Article Master Records (Material), Pricing Procedures and condition types between ECC system.
I have expertise in CRM Marketing. by getting basic understanding of CRM and ECC data flow landscape, Middleware Settings and Object downloads, I have confidence to map the requirement into SAP successfully.
I request you to educate me on this scenario, your help and suggestions will be highly appreciated.
Thank you
Raghu ram.

Hi,
i'm not quite sure about ECC retail, but for sure, as per CRM 5.0 and ECC 6, depending on your scenario, you may not need whole complete set of pricing, nor the condition tables to be maintained in CRM.
you can use minimum pricing which is basic condition type PR00. once the quotation is saved in CRM, during the replication process, the pricing will be determined in the ERP and passed back to CRM. so when you look into CRM quotation document, you will be able to find all the condition types maintained in CRM.
however, this scenario is not suitable if you require customer to review the pricing before saving the quotation, let say internet sales / e-commerce. then in that case you'll probably need to have complete set of pricing in CRM.
hope this helps.

How to Sales Reports in CRM system

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