Information on CRM

Hi Experts,
I am new to CRM.
Unlike in ERP, i came to know we only have one tcode for all this in CRM i.e. CRMD_ORDER
My requirement is to enhance sales/service orders and Sales/service quotations. and is detailed below.
can any one suggest me on how to proceed further.
1. I need to add few custom fields on tables CRMD_ORDERADM_H and CRMD_ORDERADM_I , is this the same like appending strucures in ABAP.
2. I have to enhance both GUI via EEWT and UI via AET, but is there is tool to transfer the things from GUI to UI once GUI is enhanced.
3. any demos on EEWT , I need this as this is the first part i need to complete.
Any kind of reply will be highly usefull to me.
Thanks

Take a look at this blogs and you sould be fit enought to do it:
/people/tzanko.stefanov2/blog/2008/11/18/application-enhancement-tool-creating-and-reusing-custom-fields-with-crm-70-part-1-of-2
/people/palla.chandrashekar/blog/2008/12/16/activating-and-enhancing-an-existing-standard-field-in-crm-2007-web-ui
/people/stephen.johannes/blog/2008/02/06/crm-40-to-52-bp-eewb-table-fields
/people/stephen.johannes/blog/2008/01/25/crm-40-to-52-customerh-fields
/people/tiest.vangool/blog/2005/07/24/pc-ui-and-easy-enhancement-workbench-eew-integration
/people/tzanko.stefanov2/blog/2009/01/06/sap-crm-70--adding-custom-fields-video-clip
Regards.

Similar Messages

Need Information about CRM 2007

Hai all..
Could u give me the information about CRM 2007? About the feature and the benefit using this new one.
Is it more difficult to configure?
Regards,
Rhesa Syahrial

Hi Rhesa,
Please click on the below link to know more about CRM 2007.
You can listen to webcasts, view ppt presentation about CRM 2007.
http://www.sap.com/community/pub/showdetail.epx?itemID=8993
Reward points if it is helpful.
Thanks.
Sindhu.

Extracting Business Partner information from CRM to XI

What is the best approach to extract Business Partner information from CRM to XI

Hi,
by IDOCs of course
you can create them just like I did:
/people/michal.krawczyk2/blog/2006/11/14/xipi-data-type-enhancements-standard-business-partner
(you jut need to change from proxy to ALE - another module)
but bisically it's a standard to generate
a business partner record and send it as an IDOC from CRM
Regards,
michal

How to capture warranty information in CRM

Dear all,
How can we enter product warranty information in CRM system. We don't have equipment master data in ECC.
we need to enter warranty information in CRM and we need to link it with the relevant Product in the ECC system.
we want system to show / determine this warranty information at the time of service order or complaint creation.
when creating subsequent Return Order or Credit memo in ECC we need to capture this warranty information for the Reporting purpose.
What is the standard SAP solution for this requirement, and what configuration need to be done to achieve this.
Please educate me in the above scenario. Your help and suggestions will be highly appreciated.
Best regards
Raghu ram

Hi,
This can not be done using script logic.
This can also not be done using stored procedure, as this data is not stored in the <<Appset>> DB database table.
You can only get these information, in the data Audit logs, if it is enabled (will slow down the performance abruptly).
And, these data audit logs are not in <<Appset>> DB database, its in <<AppsetExtra>> DB database.
But this is logged only after the data is sent. So it is upto you to create a stored procedure to get these values and utilize it accordingly.
Or you can create a custom stored procedure to be invoked directly from excel when they are sending the data. The disadvantage here is, the procedure will be called only if the data is sent from that particular sheet.
Hope this helps.
Karthik AJ

Availability information at CRM using ECC with APO?

Dear Colleagues:
We are using availability information in CRM at ECC. Now we have a requirement to start using for some plant availability at SCM-GATP (APO).
We should do availability information at ECC and if the plant is using SCM do the availability information at SCM and if not, do it at ECC.
Does someone no if this is possible?
Cecilia

HI
Mania you can do this availability info up load from CRM to Apo SCM but you need to transport the Availability info from CRM to Apo or SCM with the help of basis ask u r basis to move availability info from crm to Apo or scm, while you can directly Delta Up load from CRM to ECC R3 Ac4 and You can make use the Availability info and you can read this at ECC.
Reward with Points
Venkat

Need to fetch Schedule Line information into CRM from R/3

Hi Experts,
I need to get the Schedule Line Info into CRM system before an order is created.
Is there any standard function module in R/3 to fetch this information for a specified Material and Quantity.
If not, the database table where this schedule line information is being stored would help.
Regards,
Kris.

Hello all,
does this Function Module work also for Configurable Material? We currently face the issue that we replicate a quote from CRM to ECC and the confirmed date for the Scheduled Lines do not get populated due to a limitation. It seems, that currently it is not supported to get back the confirmed date for sub-line items that come from a configurable product.
The FM Module you mentioned seem like a good workaround?!?
Please advise!
Marc

Need information on CRM 2007

HI,
We are looking for the information on CRM2007. Kindly let me know any OKP or any links to know more about CRM2007.
Thanks
Naveen

Hi,
Service market place has Master guide and Upgrade Master guide for CRM 2007. Try the below link(you need S-ID)
https://websmp101.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000591419&
Hope they are what you are looking for.

Information on CRM Value Mapping

hello.......
I need to give presentation on CRM Value Mapping.
I would be very thankfull, if any one tell me
what is CRM Value mapping?
Whats the use of it?
If you have any material on CRM Value mapping...
Best Regards
RAJ

Value Mapping function
Executes a value mapping for the value I entered. In the function attributes, assign the both input value I and source value O to a representation in the value-mapping table. In this way, you can assign source and target structure fields to a representation. You complete the value-mapping table on the configuration maintenance screen in the Integration Builder. Since these entries are not available at design time, the mapping result is just an estimate when you test the message mapping.
for more information click here
http://help.sap.com/saphelp_crm60/helpdata/en/13/ba20dd7beb14438bc7b04b5b6ca300/content.htm
Reward points if helpful
cheers
Manohar

Where to get more information about CRM?

Hi all,
I want to learn CRM, now i am BW Consultant,i know ABAP.
What else i should know to learn CRM.How soon can i learn this.Please help me in this regard
Thanks in advance
Regards
N.Prasad Babu
Message was edited by: John Burton

Hi Naresh,
You would have seen the last reply in thread
Totally new to CRM
Basically these are set of trainings arranged by SAP. You will have to enroll for trainings where you will also be provided all relavent documents of the course you attended.
Please look into the http://help.sap.com/
with your key word search this is your first lookout for any kind of materials on SAP technologies. ( You have to help your self by doing searching.)
If you looking out for any specific document mention it, experts in the forum who already know about the same will reply you.
regards,
Vijaya Kumar M.

Need information about CRM data archiving

We get a requirement for data archiving on CRM.
Would you please provide some links/docs?
Thanks a lot!

Read,
http://help.sap.com/saphelp_sm40/helpdata/EN/8d/3e4c11462a11d189000000e8323d3a/frameset.htm
Also,You can find some of the objects for CRM here,
http://help.sap.com/saphelp_sm40/helpdata/EN/a4/9fa471b41f44828da6ea1490f02e2b/content.htm
http://help.sap.com/saphelp_sm40/helpdata/EN/a3/e40fe634874243b7917d1d6d0757c4/content.htm
regards
Juan

Analysis complaint information on CRM Web Client 7.0

Hi.
I have a complaint catalog profile assigned to my complaint transaction but I don't find the catalog fields anywhere on CRM 7.0 web interface.
The component I am using is the BT120H_CPL, logical link SRV-COM-CR.
Any help?
Thanks.
Susana Messias

Hi,
You need to use the configuration tool in WebUI or tcode bsp_wd_cmpwb from GUI to check if the Assignment block for Subject is enabled for the component BT120H_CPL.
Also refer the sap note 1430101.
We had implemented the same for this issue.
Regards,
PP

Require information on CRM module

Hi Gurus,
I got a requirement on data migration in CRM module.This is the first
time i am working with CRM module and i am not aware with CRM module.
Please provide some data with which i can understand the basic scenario
of CRM module and some material which helps for data migration in CRM
module.
Points will be rewarded.
Regards,
Sonali.

Dear Sonali,
Pls find the following links. The three main areas in CRM are Sales, Service and Marketting.
http://help.sap.com/bp_crmv250/CRM_DE/index.htm
https://websmp108.sap-ag.de/rkt-crm
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
http://www.sap.com/solutions/business-suite/crm/index.epx
Also pls find the link for Analytics:
The main 3 analytics in CRM are Sales Analytics:
http://help.sap.com/saphelp_crm50/helpdata/en/40/fad93f2e93f106e10000000a1550b0/frameset.htm
Service Analytics:
http://help.sap.com/saphelp_crm50/helpdata/en/f1/9dfb3b699bde74e10000000a114084/frameset.htm
Marketing Analytics:
http://help.sap.com/saphelp_crm50/helpdata/en/be/92fb3b28904f73e10000000a114084/frameset.htm
By the way which version of CRM are you going to use? 5.0, 5.1 or 5.2.
Data Migration:
In data Migration perspective you have to first identify which are the objects you are going to migrate like Contracts, Assets, Business Partner etc and based on that you have to finalize the strategy and approch (whether to use BAPI/Batch Input/Direct Input). Mostly LSMW is used. The steps are:
 Identification of Stake Holders
 Identification of Target data requirement
 Identification of Source data
 Finalizing the solution architecture (whether you will be using any intermediate staging env or not and whether to use an ETL tool for that)
 Mapping of source to target
 Resolution of data gaps
 Preparation of test plan and data
 Development
 Integration Testing
 Volume testing
 Production Load
Once you finalize the object to be migrated can think about the strategy for each. Business partner must be there.
Few assumption/important points for Business Partner:
-> All the relevant BP role types are defined in both CRM and R/3
-> All the necessary configuration (such as Bank Master, number range, etc.) on either CRM and R/3 side and middleware between CRM and R/3 is complete for correct flow of BP data from CRM to R/3
-> To accommodate this, SAP CRM needs to be configured to take the external number assignment for migrating Business Partner purpose
->If Business Agreement is there, once Business agreement is created on the CRM side, a Contract Account is created on the R/3 side. This part happens as part of normal middleware configuration.
Pls find the following helpful links with respect to Data Migration:
http://help.sap.com/saphelp_46c/helpdata/en/2e/9e4638a28b2763e10000009b38f8cf/frameset.htm
http://help.sap.com/erp2005_ehp_02/helpdata/en/78/9de93a4295ac61e10000000a114084/frameset.htm
http://help.sap.com/erp2005_ehp_02/helpdata/en/38/532640632cec01e10000000a155106/frameset.htm
http://www.sap.com/solutions/pdf/BWP_Accelerated_Data_Migration.pdf
Thanks,
Atin
Reward points if it helps.

In which table of CRM the Serial number and Equipment information stores.

Hi Experts
Recently I have downloaded all the serial numbers and Equipment numbers from backend system by doing the initial download of the object SERIALNUMBER and EQUIPMENT.
I can see the BDOC monitor in which all BDOC are in green ststus and R3AM1 the object ststus is also green.
My problem is I am unable to find the downloaded information in CRM system.Can anyone help me in finding out where can I get these information.
Thanks
Subhabrata

Hi Subhabrata
If I understand correctly your Serial number is not linked to any equipment which can be opened using IE03.
"Serial number download functionality allows you to replicate pure serial numbers (serial numbers that are not associated with equipment) along with their associated business partners and configuration from SAP ECC to SAP CRM as objects."
See this link:
http://help.sap.com/saphelp_crm70/helpdata/EN/ad/bc673f19299d51e10000000a114084/frameset.htm
In that case you should not download object EQUIPMENT. You just need to download object SERIALNUMBER. Check the number of entries in table COMM_PRODUCT before and after download. Search for Equipment number in field PRODUCT_ID. Check table COM_TA_R3_ID with the product guid from previous search.
I hope it helps
Regards
Rupesh

CRM Activity Replication to SAP R/3

Hi,
We have extended CRM Activity and have added the 'Customer Screen' tab. The data gets populated through the PPF BADI.
We have a scenario for which we need to replicate this 'Additional Data' along with some standard information from CRM Activity to SAP R/3.
I am planning to do following....
1. Extend BDoc BUS_TRANSACTION_MESSAGE --> Segment BUS_TRANS_MSG_ACTIVITY to accomodate new fields.
2. Implement another 'Z' function module which will be called at MOA,MOB,MOC flow context for the bdoc. The purpose of this function module will be to populated the newly added fields of the segment from database.
3. Change Adaptor Object BUS_TRANS_MSG to have CRM to R3 Mapping function module. This will be a 'Z' function module. The purpose is to map the mBDoc data into BAPIMTCS format.
4. Register this function module in table SMW3FDCUST.
5. Create a Receiver 'Z' fucntion module. The purpose of this function module is to convert the BAPIMTCS format into the format required by R/3.
6. Register this function module in CRMSUBTAB.
Can anyone please confirm that the steps I have mentioned are correct and that's the way it should be done.
Any help/suggestions are most welcome.
Thanks,
Amit

ok,
Might be easier using EEWB (business activities are included, but haven't tried it yet)
1. Extending of the bdoc: I cannot find the segment you're refering to. I would think that you'll have to enhance segment activity_h, structure bad_activity_h_mess.
2. The flow context is used to process the bdoc, not to fill it. Maybe the fields are automatically filled when you enhance the bdoc (move-corresponding), but I wouldn't count on it.
--> You'll have to update the fields in the bdoc from memory before you actually complete the LUW of saving the activity.
3.4.5. The adapter object is used for initial loads, filtering, sync loads and ...
If you want to send your fields to R/3 in the BAPIMTCS table, you'll have to fill this table either in a user-exit (like smoutil3) or add a function to the flow context (and call an R/3 RFC yourself).
--> It might be easier to just add a function to the flow context and pass the data from this function to an RFC in R/3.
Grtz,
Michael.

Erroneous link between R/3 Schedule Lines and CRM Schedule Line

Hi everybody,
I am analyzing the best approach to fix a duplicate schedule line issue in CRM. The documents are modified from R/3 by means of an IDOC (ORDERS05).
First of all, let me explain the process.
1.- Document is first created in CRM
2.- Document is updated from CRM in R/3 (Using middleware)
3.- In R/3, a customer program (Z), does a lot of calculations to the order (rejection, item splitting, Qty changes, creation of new Items, etc) and once its done, it populates the IDOC and sends the information to CRM (ORDERS05).
4.- CRM receives the IDOC, modifies the order.
5.- Document is update from CRM in R/3 9Using middleware)
The Z program, DOES NOT modify the database in R/3, it lets the process to be executed and also lets CRM to do this job.
I had to make several modifications to the XIF module, in order to allow many of those changes to be valid in CRM (i.e., A rejected ITEM is changed to be valid and it's Qty changed. CRM does not allow this to be done in one step, since the qty is "greyed" for no changes).
Edited by: Rob Burbank on Feb 17, 2010 5:34 PM

My issue is this.
The worst thing that happened, is the fact there is key fields in R/3 -> CRM, to link the schedule lines, since R/3 Uses the regular key fields in the T. table, CRM uses the GUID for the sched. lines.
After a OSS msg and many goes and comes, I had the suggestion from SAP to change from ORDERS05 Idoc into CRMXIF_ORDER_SAVE_M01 idoc, since ORDERS05 is not supported by CRM (however the Idoc is in the system).
I am not sure that is the best solution, in fact I do not believe that is a solution at all. CRMXIF_ORDER_SAVE_M01 does not exist in R/3 and even if somehow I do all the effort to create it in R/3, R/3 still does not have the schedule line GUID to properly point to the right record.
What I did to override this error, was to include inside the XIF module the CRM_APO_SALES_SELECT_GUIDS, CRM_ORDER_READ and CRM_ORDER_CONVERT_DOCNUMBER Functions to get all the sched lines for the specific orders in the guid form. However this solution does not work OK, since sometimes the CRM system is not able to properly return the correct GUID values and this leads to the duplicate schedule lines error.
If somebody has ever deal with a situation like this, I will appreciate if could share its point of view or even better, share the solution used.
As an extra comment, modifying the Z program to update the database and let middleware to do the job for us, is ou of the qustion at this momento.
Thank you for your time and help.
Sincerely
Meuli
Moderator message - Welcome to SCN.
There is a 2,500 character posting limit, but in this case I split it in two.

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