Name of Fact Sheet in Customizing - CRM2007

Hi Folks
Does anyone now where I can change the name of the Fact Sheet shown?
In standard the name of the Fact Sheet is: BP_ACCOUNT_FS.
I have made a copy of the Fact Sheet, named ZBP_ACCOUNT_FS.
But I can't find any place where I can change the pointer to my own Fact Sheet!!
Bet regards
Carsten

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

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Extending Standard account Fact Sheet with Custom BO fields

I have created one custom BO with 2 free text fields. The fields are embedded in the standard account screen in a new tab.
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BO Definition:
[AlternativeKey] element AccountID: apCommonGDT:BusinessPartnerInternalID;
node Note1[1,1]
element ID:ID;
[DependentObject(TextCollection)] node FIELD1;
node Note2[1,1]
element ID:ID;
[DependentObject(TextCollection)] node FIELD2;
Is it possible to extend the standard fact sheet with these custom BO fields ?

Hello Surajit,
If you need a field to store string of big length, you can use LANGUAGEINDEPENDENT_Text. Have you tried that already? This data type doesn't have any length restriction.
Thanks & Regards,
Meghna

CRM2007, Fact Sheet, Long Texts (STXH/STXL)

Hi Folks
We are in the middle of an upgrade from CRM 3.1 to CRM2007. And then I am looking at the new Fact Sheets. In our old CRM 3.1 system we have a lot of self developped Info Blocks (Assignment Blocks in CRM2007). And in the new CRM2007 the users want the same data displayed in the Fact Sheet.
When i'm looking at the existing Assignment blocks in the new Fact Sheet it seems to me that all the views are of type Table. What if I want to make some different views, each containing one Note (Long Text) entry? Is it possible?
What is the best to do? In the old CRM 3.1 system I copied the Class CL_CRM_CCKPT_IO_OPENLEADS to a Z-class. And then this class was my skeleton for the rest of the Info Blocks we have developped.
One of our needs is that we have to make a Viewset with example 4 viewareas, 2 rows and 2 columns.
Each viewarea should then containe one view. And in each of these views we want to display one longtext (Note)
In our old CRm 3.1 world we read the specific Longtext (from STXH/STXL) with the functionmodule READ_TEXT. The ID could be Z23A, Z23B....Z23H and the Name = Customer Number.
call function 'READ_TEXT'
    exporting
*   CLIENT                        = SY-MANDT
      id                            = zzid
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Best regards
An Mery Xmas
Carsten

Hi Folks
I have now been able to display Notes in the Fact Sheet
Best regards
Carsten

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

CRM2007 and Fact Sheet

Hi Folks
We are in the middle of an upgrade from CRM 3.1 to CRM2007. And then I am looking at the new Fact Sheets. In our old CRM 3.1 system we have a lot of self developped Info Blocks (Assignment Blocks in CRM2007). And in the new CRM2007 the users want the same data displayed in the Fact Sheet.
When i'm looking at the existing Assignment blocks in the new Fact Sheet it seems to me that all the views are of type Table. What if I want to make some different views, each containing one Note (Long Text) entry? Is it possible?
What is the best to do? In the old CRM 3.1 system I copied the Class CL_CRM_CCKPT_IO_OPENLEADS to a Z-class. And then this class was my skeleton for the rest of the Info Blocks we have developped.
What to do in CRM2007?
- Enhance the component BP_FACTSHEET?
- Copy views from BP_FACTSHEET to Z-component, and then make some changes?
- Create own component and own views from the bottom?
Hints needed!
Have a nice day.
Carsten

Hi Carsten,
Would you mind sharing how you did this. I need to create some custom views and populate these with data from ECC6. I am struggling with finding out where in the view it should be populated with data.
Your help would be much appreciated.
Regards,
John

Print Button on Customer Fact Sheet

Hello guys,
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Daniel

Hello all,
the problem was sovled after updating to SPS18 and uploading the newest version of the Factsheet-Framework pars.
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Internal server error while connecting SAP's customer financial fact sheet with iOS device

Hi all,
I am trying to connect SAP's customer financial fact sheet latest ( version 3.7) with iOS phone/iPAD (version 7.1) but it shows internal server error,
when trying to connect Neither "Gateway (direct)" nor "SMP Cloud" enabled with port 80/443.
On other hand my android devices with this app is working ok.
Trace Log is below:
2014-09-11 11:27:58.298 Debug Communication error: Error Domain=HTTPRequestErrorDomain Code=11 "INTERNAL SERVER ERROR" UserInfo=0x15eef620 {NSLocalizedDescription=INTERNAL SERVER ERROR}
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2014-09-11 11:27:58.286 Debug [ERROR] 500:INTERNAL SERVER ERROR/Location:-[ODPRequest startSynchronous] + 1427
2014-09-11 11:27:56.239 Debug DE:Using SUP Manual User
2014-09-11 11:27:56.238 Debug DE:Get svcDoc URL http://server:8010/url
2014-09-11 11:27:56.216 Debug DE:startSAPODataRequest CompanyCodeCollection
2014-09-11 11:27:56.204 Debug DE:SAPODataAccess dealloc CompanyCodeCollection
2014-09-11 11:27:56.198 Debug DE:CustomerCardsViewController refresh
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2014-09-11 11:27:19.768 Debug [ERROR] 500:INTERNAL SERVER ERROR/Location:-[ODPRequest startSynchronous] + 1427
2014-09-11 11:27:12.717 Debug timeout
2014-09-11 11:27:12.681 Debug timeintervalinminutes: 23506917 timeoutInterval: 0
2014-09-11 11:27:12.679 Debug applicationGoesToForeground
Can anyone help me how to troubleshoot this error?
Any help will be highly appreciated.
Thanks
Mahesh

are these LUNs shared or standalone?
I don't think it's really wise to have more than one DSM on the same server, so you're mixing the EVA and 3par DSMs and on 2003...
other than ensuring that HBA firmware and drivers are all up to date and DMS drivers are at the latest, not much else you can do from the host side...maybe update the storport.sys driver to the latest for that OS
are you sure that the HBAs are in fact supported/compatible with both storage back-ends? what about their driver/firmware/DSM versions - some SANs are very picky when it comes to this stuff, check the interop matrixes to find out
overall, if you don't need SAN connection to one of these storage back-ends, I suggest you get rid of it and its DSM

Creation of a simple custom fact sheet with assignment block

Dear CRM Gurus,
i need to create a custom fact sheet with a assignment block and link for that has to be given in a navigation bar . once if I click on that navigation bar the custom fact sheet has to be displayed. am relatively very new to crm. kindly help me in this aspect.

Hi Thomas,
" By default, the Collect Signatures workflow is associated with the Document content type and it is thus automatically available in document libraries for documents or workbooks that contain Microsoft Office Signature Lines. "
It doesn't work for a custom list which cannot be added with the document content type, please see more information from below,
http://office.microsoft.com/en-us/sharepoint-server-help/use-a-collect-signatures-workflow-HA010154428.aspx
Thanks
Daniel Yang
TechNet Community Support

CRM 2007 - Customer Fact Sheet

Hi Gurus,
i've been looking for customer fact sheet screen but can't find any in the standard account master screen in CRM 2007.
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JD

Hello Jushan,
while debugging in business partner I saw some stuff about the CFS.
Have a look at method CL_BP_HEAD_BPHEADOVERVIEW_IMPL->IF_BSP_WD_TOOLBAR_CALLBACK~GET_BUTTONS()
In it do a search for "--- Factsheet". This will point you to the weired code I stumbled upon.
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cheers Carsten

Modification in interaction center Customer Fact Sheet of XSLT program

Hi All,
There is a requirement to do a small modification in CRM winclient Interaction Center Customer Fact Sheet.
A new data need to be displayed in the fact sheet according to certain condition.
The fact sheet is displayed upon the code written in XSLT program. Need to understand how the code is fetching the data values from the RFC client. The part of the code is as below (unable to post the code). Can some one tell me what the attributes in the XSLT code are and where are they defined.
Condition need to be written to display the meter type based on the serial number of the meter. Can this be done in XSLT program or else where.
I have also looked at the class for the environment ZCL_CFS_GET_ENVIROMENT. I do not see any custom method created here. Also looked that there were no BADI available.
Kindly let me know where the condition need to be written.
Thanks to All
Regards
P Raj

The info object of the environment is assinged with class ZCL_CFS_GET_ENVIRONMENT, this class has method GET_REPORT, this method calls function module ZCRM_CFS_READ_ENVIR.
The code of condition is to be written in this function module.
The attributes of the code is to be called in the specific area in the XSLT program of the environment.

Create New Info Block in ECC for CRM Customer Fact Sheet

Hi,
we have a requirement to add a new info block in Customer Fact Sheet to display Equipment master from ECC. the info block required somehow is not listed in standard ECC info block.
is there any way i can configure the info block in ECC so i can call it from CRM? or do i need to develop it using ABAP in ECC?
thanks in advance

What I really really need is an example of how a new Assignment block can be created so that it appears in the PDF fact sheet.
I'm aware that the interface within the Smartform will need to be changed, along with the coding to process any new data being parsed in. The copied class, now called ZCL_UIU_PRN_ACCOUNT has a method called Collect_data which populates the itabs and forwards to the appropriate Smartform. I'm currently looking through this code to see what needs to be done.
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The data sources are:
CRMT_BSP_ACTIVITY2_BP
COMT_BSP_BP_ADDRESS
CRMT_BSP_CONTACT_OBJ_BP
CRMT_BSP_INT_HISTORY_BP
CRMT_BSP_OPPORTUNITY_BP
CRMT_BSP_ACC_R3_FACT_SHEET
CRMT_BSP_ACC_RELATION
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CL_BSP_ACC_ACCMOD_ACTIVITY
CL_BSP_BP_ACCMOD_ADDR_MIX
CL_BSP_ACC_ACCMOD_CONTACT
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CL_BSP_ACC_ACCMOD_OPPORTUNITY
CL_BSP_ACC_ACCMOD_PRN_R3DATA
CL_BSP_ACC_ACCMOD_RELATIONS
CL_BSP_ACC_ACCMOD_SALES_AREA
It would look like a lot of these classes are based on CL_BSP_*ACCMOD classes, but that's guesswork on my part.
I am unhappy that I seem to be pioneering here as there's no guide/help on exactly what needs to be done to add new AB's/sections to the PDF fact sheet. I find that strange as most areas are well documented, except this area as far as I know.
Sure, there is a note which identifies some of the objects that need to be changed, but misses out a vital table, but there are no guides. There are many people who produce videos on how to achieve the easier stuff, like adding fields to AB's via the UI configurator, but there seems to nothing in the area of extending the PDF fact sheet.
Jas
Edited by: Jason Stratham on Apr 29, 2010 10:22 AM

CRM customer fact sheet with Business Objects reports

Hi,
We want to show business objects reports at customer fact sheet area. Is it technically possible? Do you have any ideas?
Thanks
Ozge

Any ideas?

CRM IC win (customizing view/fact sheet)

Hi,
I dont understand how to change the display of a info block into view
Where i could change the display of a block?
For exemple:
if i add the block "Address" : Class "CL_CRM_CCKPT_IO_ADDRESS"
Regards
Julien

Hi Julien
I am offline to a CRM system right now, so I can't give you a cut'n'paste solution. I don't think they are good anyway.
What you have to do is create your own info block class and then use configuration to include that in the Fact Sheet.
Copy class CL_CRM_CCKPT_IO_ADDRESS to Z_CL_CRM_CCKPT_IO_ADDRESS (or some other Z name). Use SE24 or SE80.
You can see that this class is a subclass, in the first screen. It has inherited particular methods from the superclass. It may also have a couple of it's own helper methods.
I think one of them is called GET_REPORT or something like that. That's where each info block goes and gets all the data from this system or another and formats it into XML.
The particular UI you are using then reformats that XML.
Anyway, this is the method you need to adjust (as a minimum).
The URL that you mention passes parameters into the info blocks. The first part of the code digs those parameters out.
You can add your own BAPI calls or whatever here.
Then you can fill the XML table with your own data. This is a bit tricky - it's hard to understand the way the XML table is built. It uses template files stored in tx SMW0.
Once you have it compiling, configure it in to your fact sheet. I think you will have to add your new class to table CRM_CCKPT_CLASS - not sure if that is available via the IMG.
You can build an info block with any data in it. I always find it easiest to find a similiar one in SE24 (by searching for CL_CRM_CCKPT_IO*) and copy that as a starting point.
Good Luck.
Dom

Customer Fact Sheet - ERP_SALES_ORDER

Hi all,
Another friend doubt....
We need a complete fact Sheet based on data from ERP_Sales_Order.
Because we can't tracking prices, sales orders, historical data, and we believe is because the use of ERP_Sales_Order.
Pls, any help?
Tks for all.

Hi Surya,
thanks for the link. (It is working, but you have to have access to the online knowledge products). I had this before.
The problem with this is, that there is no detail information on integrating ERP info into the fact sheet. There's only explained which parameter has to be maintained in order to use the right RFC connection to the ERP for the fact sheet.
Do you have more information on the ERP info in fact sheets?
Thanks and best regards
Thorsten

Fact sheet configuration

Hello Experts,
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I am not using the standard role provided in Business package. I have same custom role.
Please give me the steps how can i configuration Factsheet without using BW iview for my custom role.
Regards!!!
Amit

Hi,
Iam to view a fact sheet in the portal and i get this error. I understand there may not be the portal components. I am not sure how to go about.
Portal Runtime Error
An exception occurred while processing a request for :
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Component Name : null
Page could not create the iView.
See the details for the exception ID in the log file
Any help would be appreciated
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Name of Fact Sheet in Customizing - CRM2007

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