Navegation from CRM CFS R/3 Sales Summary to Sales Orders

Hello experts,
I using CRM IC Winclient to create R/3 sales orders using action boxs, and also using CFS (Fact sheet) R/3 Sales Summary to view client's credit info, bills, and more important, sales order history.
My question is how do I navegate from this CFS Sales Summary to any R/3 sales order shown in the sheet? Is this a bug?
I do can navegate from CFS Sales Summary to any R/3 Sales Order but not from CRM CFS.
Thanks in advance for the help,
Best Regards,
Luis Cirigliano

Hi Andrew,
I really thank you for that answer because it helped me to refine my search and also to solve some other problems I had with the BDD.
But, in order to solve this issue, how exactly sould I configure the context menu?
1) I went to the context menu IMG configuration task.
2) I created a Group (Logical system: My R3 logical sistem, Object Type: BUS2032)
3) I created a transaction: (with BOR Method, Object Type: BUS2032, Method: DISPLAY)<i>Just like I did in the action Box</i>
4) Data Flow: Main Object: &<CONTEXTOBJ>.SALESDOCUMENT&
I'm still not able to see the sales orders from the CFS sales summary.
What I think is, from CFS action box (that is configured as a Workspace: ACTIVITY_SALES_SUMM) I should pass data flow to the BDD from it (Sales Orders shown in the CFS). And, when the CFS is opened I should be able to see those Sales document numbers in the BDD to be able to open them from it. Am I right?
I also tried adding the context menu for the CFS but I couldn't find the object type releted to it, because I configured the CFS action box as a Workspace and not as a BOR method.
If you can give me your thouths about this would be great.
Thanks and Reagrds,
Luis Cirigliano

Similar Messages

  • How to restrict the user from making any changes in Sales order- item level

    Hi to all
    How to restrict the users from making any changes in sales order at item level if the same sales order is released by senior user through status profile.
    Regards
    Anish Parikh
    Edited by: anish parikh on Jan 24, 2008 5:16 AM

    Hi Anish,
    This can be achieved through the roles and authorization.
    This can be done through the basis team. they can create user profiles and roles.
    For the roles they assign some transaction codes so that they can view the only assigned tr. codes.
    Like that ur requirement can be done.
    Also u can prevent the user to change any fields in the sales order screen (VA02). for that please modify the authorisations.
    Hope i answers.
    Reward points if useful.
    Edited by: kaleeswaran bhoopathy on Jan 24, 2008 9:57 AM

  • Copy mode of payment from customer master data to sales order,

    Hi Gurus,
    Hope all is fine.
    I have a small doubt. If we want to transfer the mode of payment from customer master data to sales order, do we have to use Exit- MV45AFZZ.
    Can't we transfer the data without the exit?

    Hi,
    I have tested this in sand box.Thought the customer master is having payment method ( payer ) ,It is not copying from customer master to sales order but if you maintain manually in sales order ,it is copying into billing document level.FYI see below snap shot.
    Note:If you want it from customer master into sales order,may be you need to take help of abaper on this.
    BR's,
    Naren

  • BAPI/ FM in CRM to create a sales order with variant configurble material

    Hi All,
    I need to create a sales order using variant configurable material in CRM not manually through GUI. I need to develop a function module that will create sales order using variant configurable material in CRM .
    Can some one tell me if there is an in-built BAPI/Function Module availabe in CRM to create sales order using variant configurable material in CRM .
    When i researched i found that there is a BAPI 
    BAPI_BUSPROCESSND_CREATEMULTI which can create a sales order in CRM.
    I dont know if this can create a sales order with varinat configurable material in CRM
    can some one guide be how i can build a function module in CRM which generates a sales order with variant configurable material.
    Regards,
    Jessica Sam

    Jessica
    I am not a CRM expert and am still learning. But you can try the BAPI CRMXIF_ORDER_SAVE and see if that helps.
    Good Luck
    Ram

  • COPA : Drive Item Category from billing doc. / without sales order

    Dear All ,
    I need to drive item category directly from billing document ( billing without sales order - POS inbound doc. )
    i tried to drive it from table VBRP but the derivation failed as table VBRP need the billing doc. number & i can't get it from COPA
    POS does not create any sales order , the in coming inbound doc. create billing directly ( billing type : FP  ).
    Edited by: Ahmed Hassan on May 25, 2011 2:28 PM

    Hi Jat
    This is not the screen I  am looking for .Please go to condition tab and look for Analysis .Let me know on what excess you are looking system to find your pricing .
      Below are are reference for u.
    Regards

  • Free goods from Quotation to Contract to Sales Order

    Hi SAP Gurus,
    I have questions regarding Free Goods. This is the scenario.
    Doc flow as:
    Quotation 123
         Contract 456
               Sales Order (zmor) 789
               Sales order (zkal) 101
    In the quotation 123 & contract 456, the quantity of the item is 50pcs. However, when creating sales order (zmor), if we input 50 pcs as the quantity, the free goods were not determined. What we did was, we lessen the quantity to 30pcs. From there, Free goods were now shown. And then we created another sales order (zkal) for the remaining 20 pcs.
    Questions:
    1.- why is it on the 1st sales order w/ same quantity(50pcs), free goods were not determined?
    2.- i believe that in standard SAP, free goods were not determined in quotation or in contract. Is there a way to determine the free goods on those doc types?
    3.- how about free goods determination in:
    A. Stock transfer order
    B. Product diversion
    C. Consignments
    D. Virtual return
    I am really hoping for feedback on this. Thanks in advance!
    Erza

    Hi,
    Free goods can only be supported on a 1:1 ratio. This means that an order item can lead to a free goods item. Agreements in the following form are not supported: u2018With material 1, material 2 and material 3 are free of chargeu2018 or u2018If material 1 and material 2 are ordered at the same time, then material 3 is free of chargeu2018.
    - Free goods are not supported in combinations with material structures (for example, product selection, BOM, variants with BOM explosion).
    - Free goods are only supported for sales orders with document category C (for example, not quotations).
    - Free goods are not supported for deliveries without reference to a sales order.
    - Free goods cannot be used in make-to-order production, third-party order processing and scheduling agreements.
    Regards,
    Saju.S

  • Need help to build a navigation from billing component BEABDS_BILLDOC to sales order component BT115H_SLSO on follow up create action

    Hello Experts,
    I have been assigned to a CRM-UI Object which is basically to create follow-up action i.e. creating debit/credit memos with reference of one/multiple billing documents.
    SAP has already provided an option to create the follow-up action for 1 billing document at a time, but the requirement is to create follow-up action for multiple billing documents at a time. For example, There are 2 invoices raised against a dealer "DEL" and due to some reason the dealer wants to send back the products.
    Now the dealer wants to create only 1 claim/return for those 2 invoices, Which Standard SAP doesn't provide.
    I did some of the development and added the 'Follow-up create' Button to the search result work area of the billing search. But could not able to build the link between the Billing and Sales order Components.
    It would be really a great favor if you can guide me to build this navigation link.
    Please let me know if any further information required.
    Please find the attachment for step-by-step process.
    Codes and Configs:
    Method DO_PREPARE_OUTPUT to provide the “Follow-up Create” Button
    method DO_PREPARE_OUTPUT.
    CALL METHOD SUPER->DO_PREPARE_OUTPUT .
    DATA:
    lr_coco                  TYPE REF TO cl_beabds_b_bspwdcomponen_impl,
    ls_button                TYPE crmt_thtmlb_button,
    lv_usage                  TYPE string,
    lv_info                  TYPE string,
    lv_info_transfert        TYPE string,
    lv_show_btn_transfer      TYPE boolean VALUE abap_false,
    lv_show_btn_cancel        TYPE boolean VALUE abap_false,
    lv_show_btn_split        TYPE boolean VALUE abap_false,
    lv_show_btn_create      TYPE boolean VALUE abap_false,
    lr_col                    TYPE REF TO if_bol_bo_col,
    lv_show_separator        TYPE abap_bool,
    lv_num_marked            TYPE i,
    lr_entity                TYPE REF TO if_bol_bo_property_access,
    lv_appl                  TYPE bea_appl_ubd.
    lr_coco ?= comp_controller.
    lr_col  = me->typed_context->ubdheader->collection_wrapper->get_marked( ).
    lv_num_marked = lr_col->size( ).
    * Decide based on the usage which buttons should appear, others are not shown by default
    CALL METHOD lr_coco->get_env_info
    IMPORTING
    ev_usage          = lv_usage
    ev_info          = lv_info
    ev_info_transfert = lv_info_transfert.
    CASE  lv_usage.
    WHEN cl_beabds_b_bspwdcomponen_impl=>gc_usage_search_result.
    IF lv_info_transfert = cl_beabds_b_bspwdcomponen_impl=>gc_inf_trans_search_result.
    lv_show_btn_create = abap_true.
    lv_show_separator = abap_true.
    ENDIF.
    ENDCASE.
    if  lv_show_btn_create  = abap_true.
    *  Separator between two buttons if needed
    IF lv_show_separator = abap_true.
    CLEAR ls_button.
    ls_button-type = cl_thtmlb_util=>gc_separator.
    APPEND ls_button TO gt_buttons.
    lv_show_separator = abap_false.
    ENDIF.
    CLEAR ls_button.
    IF lv_num_marked > 0.
    ls_button-enabled = abap_true.
    ELSE.
    ls_button-enabled = abap_false.
    ENDIF.
    ls_button-text      = text-001.
    ls_button-id        = 'BTN_CREATE'.                    "#EC NOTEXT
    ls_button-on_click  = 'CREATE'.                        "#EC NOTEXT
    APPEND ls_button TO gt_buttons.
    lv_show_separator = abap_true.
    ENDIF.
    endmethod.
    METHOD eh_oncreate.
    * Added by wizard: Handler for event 'CREATE'
    TYPES: BEGIN OF ty_trans,
    process_type      TYPE crmt_process_type,
    proc_type_descr_20 TYPE crmt_description_20,
    subobject_category TYPE crmt_subobject_category,
    subob_cat_descr_20 TYPE crmt_description_20,
    END OF ty_trans.
    DATA: lt_trans      TYPE STANDARD TABLE OF ty_trans ,
    ls_trans      TYPE ty_trans ,
    lv_ref_struct TYPE REF TO  ty_trans.
    DATA:
    lv_struct_ref TYPE REF TO crmt_extbt_il_header_ref,
    lv_value_node TYPE REF TO cl_bsp_wd_value_node,
    lr_ent        TYPE REF TO if_bol_bo_property_access,
    lv_bo_coll    TYPE REF TO if_bol_bo_col,
    ls_ref_header TYPE crmt_extbt_il_header_ref,
    lv_title      TYPE string,
    lr_comp_ctrl  TYPE REF TO cl_beabds_b_bspwdcomponen_impl,
    lr_cw        TYPE REF TO cl_bsp_wd_collection_wrapper,
    lr_col        TYPE REF TO if_bol_bo_col,
    lr_col_proc  TYPE REF TO if_bol_bo_col,
    lr_bo        TYPE REF TO cl_crm_bol_entity.
    IF gv_fu_popup IS NOT BOUND.
    lv_title = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT/FOLLOW_UP' ).
    gv_fu_popup = comp_controller->window_manager->create_popup(
    iv_interface_view_name = 'MainWindow'
    iv_usage_name          = 'UCBTEXTFOLLOWUP'
    iv_title              = lv_title ).
    ENDIF.
    CREATE OBJECT lv_bo_coll TYPE cl_crm_bol_bo_col.
    lr_comp_ctrl ?= me->comp_controller.
    lr_cw = lr_comp_ctrl->typed_context->ubdheader->collection_wrapper.
    lr_col  = lr_cw->get_marked( ).
    CREATE DATA lv_struct_ref.
    CREATE OBJECT lv_value_node
    EXPORTING
    iv_data_ref = lv_struct_ref.
    CHECK lr_col IS BOUND AND lr_col->size( ) > 0.
    CREATE OBJECT lr_col_proc TYPE cl_crm_bol_bo_col.
    lr_bo ?= lr_col->get_first( ).
    WHILE lr_bo IS BOUND AND lr_bo IS NOT INITIAL.
    lr_bo->get_property_as_value(
    EXPORTING
    iv_attr_name    = 'HEADNO_EXT'
    IMPORTING
    ev_result      = ls_ref_header-object_id  ).
    ls_ref_header-object_type = 'BILLDO'.                  "#EC NOTEXT
    lv_value_node->set_properties( ls_ref_header ).
    lv_bo_coll->add( lv_value_node ).
    lr_bo ?= lr_col->get_next( ).
    ENDWHILE.
    gv_fu_popup->set_on_close_event( iv_view = me iv_event_name = 'FOLLOWUP_SEL_CLOSED' ).
    gv_fu_popup->set_display_mode( if_bsp_wd_popup=>c_display_mode_surrounded ).
    gv_fu_popup->open( iv_inbound_plug = 'EXTFOLLOWUP' iv_collection = lv_bo_coll ).
    ENDMETHOD.
    method EH_ONFOLLOWUP_SEL_CLOSED.
    * Added by wizard: Handler for event 'FOLLOWUP_SEL_CLOSED'
    DATA:
    lr_context_node  TYPE REF TO cl_bsp_wd_context_node,
    lr_current      TYPE REF TO cl_crm_bol_entity,
    lr_col          TYPE REF TO if_bol_entity_col,
    lr_wdw          TYPE REF TO cl_bsp_wd_window.
    IF gv_fu_popup->get_fired_outbound_plug( ) EQ 'LEAVE'. "# EC NOTEXT
    lr_context_node = gv_fu_popup->get_context_node( iv_cnode_name = 'BTORDER' ). "# EC NOTEXT
    CHECK lr_context_node IS BOUND.
    lr_current ?= lr_context_node->collection_wrapper->get_current( ).
    CHECK lr_current IS BOUND.
    CREATE OBJECT lr_col
    TYPE
    cl_crm_bol_entity_col.
    lr_col->add( lr_current ).
    lr_wdw = me->comp_controller->if_bsp_wd_window_manager~get_window( 'MainWindow' ).
    lr_wdw->call_outbound_plug( iv_outbound_plug = 'NAVIGATE_CREATE' iv_data_collection = lr_col ). "#EC NOTEXT
    ELSEIF gv_fu_popup->get_fired_outbound_plug( ) EQ 'LEAVEPROCTYPE'. "# EC NOTEXT
    gv_fu_popup->set_on_close_event( iv_view = me iv_event_name = 'FOLLOWUP_SEL_CLOSED' ).
    gv_fu_popup->open( iv_inbound_plug = 'EXTFOLLOWUPITEMS' ).
    ENDIF.
    endmethod.
    method OP_NAVIGATE_CREATE.
    * Added by wizard: Outbound plug 'NAVIGATE_CREATE'
    DATA:
    lr_window TYPE REF TO cl_bsp_wd_window.
    lr_window = me->view_manager->get_window_controller( ).
    lr_window->call_outbound_plug( iv_outbound_plug  = 'NAVIGATE_CREATE'
    iv_data_collection = iv_data_collection ).
    endmethod.
    Thanks,
    Subhash.

    Hi Srikanth,
    I believe You are trying to implement dynamic navigation..
    lv_data_collection->add( lv_descriptor_object ).
    I can see lv_data_collection is not having the actual entity just the descriptor object details you are adding in the lv_data_collection..
    If you don't have the context node binding between source and destination component, add the required data to lv_data_collection
    , in the target component inbound plug retrieve the same data entity and set it on the relevant context node.
    To get an idea, check standard component for where dynamic navigation is implemented.
    Hope this helps..
    Cheers,
    Sumit Mittal

  • Delivery from Project for the Assembly: sales order item

    Hi,
    When I create a sales order lets say for material "A".
    And I want to deliver this component from sales order. With Production order.
    I have attached the material "A" in Project to an activity with a positive quantity, in MD04 I am unable to see the planned order for that.
    Project is released and it has created a order reservation but i am unable to convert it into the Planned order how it can be achieved.
    Material is not relevent for the MRP.
    Please suggest some solution.

    Hi,
    Please run project MRP (MD51), selecting option 3 (planned orders) against create P.req. field under MRP control parameters tab.
    Planned orders will be created automatically & u can see in MD04 also.
    Thanks
    Kishore

  • Delivery from Project with reference to sales order

    Dear All,
    I am facing problem in delivery. In my case scenario is-
    1. There are 10 materials with 20 quantities.
    2. I create a sales order only for two material with 5 quantities and enter wbs element number.
    Now when i use CNS0, enter sales order number and wbs elelment number system shows all 10 materials that I dont want means I want the materials that are included in sales order. Please help me how to control this.

    Please read SAP Help for a better under standing...
    I mentioned below a line from SAP help for your info.
    ...... it selects material components, the system takes components into account that have been assigned to either a network or ...... ...
    Please follow the below path to access the help..
    SAP Help Portal >>> Logistics >>>> Project System >>> Material >>>> Delivery from Projects......

  • How to create a campaign(Voucher/Coupon) in CRM based on ECC sales order

    Hello All,
    We have a requirement, in Coupon code generation . When sales order are created successfully in ECC, based on the ECC sales order campaign(Coupon/Voucher) needs to be generated in CRM.
    Please help me in this regard.
    Regards
    Ashwin

    i found appropriate support on Welcome to the SAP Configuration Workgroup! | Configuration Workgroup
    Thus, i posted there a simple example of the achievement ! :-)

  • Change Condit.origin field value from C to A in sales order

    Hi,
    We have to maintain Condit.origin field in Item-Conditions-Details in Sales Order.
    Path -
    Open a sales order, now db click on one line item and select conditions tab. Now db click on JMOD condition. After that you will see the Item-Conditions-Details. Now please see the Condit.origin under Control data heading.
    In my system, it is automatically selecting C - Manually entered and it is non-changeable. How can i change it to A - Automatic pricing.
    Plz guide..

    We are creating Condition record in VK11 with below shown inputs:
    Condition Type - JMOD
    enter
    Select Sales organization radio button and enter
    now we are creating a new Excise condition entry.
    Sales Organisation.........Proc. Stat.......Amount........Unit.......Valid From.........Valid to......Tax Code..
    1000...............................01..................10000...........INR........01.03.2010.......31.03.2010........A0
    and save.
    when we are creating new sales order...we don't see any changes in item condition's...C is still there...
    plz guide...

  • Incoterm to be derived from Ship to party in sales order creation via va02

    Hi Experts,
    I have a requirement.
    When a new sales order is created from the screen va02, the inco term flows from the sold to party.
    It should infact flow from the ship to party.
    So standard SAP  SAP derives the incoterms from the sold-to -party when creating saloes order from the va02 screen.
    we should implement user exit for this.
    I just did a little bit of search and got the info that the euxt should be done in MV45AFZZ. in the FORM USEREXIT_MOVE_FIELD_TO_VBKD
    If anyone has worked on this please share your code details of things to be considered.
    Regs,
    SuryaD.

    Hi Experts,
    Found the solution.
    TCode SE38,
    In program MV45AFZZ, in FORM USEREXIT_MOVE_FIELD_TO_VBKD:
    IF us_posnr = 0 AND svbkd-tabix GT 0 AND NOT kuwev-inco1 IS INITIAL.
        vbkd-inco1 = kuwev-inco1.
        vbkd-inco2 = kuwev-inco2.
    ENDIF.
    SVBKD_TABIX = 0 means that you are in the creation mode (VA01),
    SVBKD_TABIX>0 means we are in the change mode(VA02)
    US_POSNR = 0 means that there is no position number for the item yet.
    Regs,
    SuryaD.

  • Conversion of Scheduleline category from CP to CN in Sales order

    Hi all,
    I understood there is astandard functionlatity in SAP after deatching a stock from MTO order to other sales order and once quantity becomes less than 1 system automatically changes the Scheduline line category from CP to CN so that there will be no MRP run for that quantity.This happens in case of standard order but not happening for Scheduling agreement.
    My requirement is that after deattching and attaching stock if balnace qty in sales order is less than 1 scheduline category needs to be changed from CP to CN so that MRP will not run for those SO qty.
    KIndly help on this whether it can be achieved through standard functionality or to be done through techinical help
    Regards,
    Karthik

    Hi
    I feel this can only be possible through a development.
    My suggestion would be to develop a Z program which can scheduled as a back ground job. Wherein it searches for the schedule agreements order qty and if the order qty is less than one then it should select those orders and change those orders schedule line category to CN
    Discuss with your Technical guy
    regards
    Prashanth

  • Determine Partner from Ship to Party in Sales Order

    Hi All,
    I am in need of help. I have following requirement for Partner Determination.
    1. In Ship to Party I have a Partner ZI
        I need system to get that ZI partner in my Sales Order.
    I have setup the Origin Field to SH. But still it doesn't get it from it.
    Thanks

    I have good a partial solution. Here it is.
    I have following customers:
    Sold-to      Ship-to                      Additional Partners
    Cust01       Cust01                      5001, 6001 (in Cust01)
    Cust02       Cust02, Shp02.          2001, 3001 (in Cust02),  2201, 3301 (in Shp02)
    Now When I creat a Sales order for.
    Sold to = Cust02
    Ship to = Cust02
    Then System determine 2001, and 3001. (OK)
    ======================================================
    Now when I creat a Sales order for
    Sold to = Cust02
    Ship to = Shp02
    Then System determine 2201, and 3201. (OK)
    ======================================================
    Now Suppose the following >>>>>>>>>>
    IN SHIP TO PARTY Shp02  Partners 2201 and 3301 ARE NOT MAINTAINED.
    Now when I creat a Sales order for
    Sold to = Cust02
    Ship to = Shp02
    System determines 2001 and 3001. (which is in Sold to Party) THIS IS IN CORRECT.
    System should not Determine anything.
    =======================================================
    How Can I Do this. I think User Exit is needed.

  • How to prevent from creating multiple deliveries per sales order

    Hi,
    Appreciate your help on the below.,
    I do not want the users to create multiple deliveries for a single sales order. They should only be allowed to create one delivery and it can either be a full delivery or a partial delivery.
    Is there any possibility in configuration to do this? I checked the customer master configuration, but it is only for sales order line item.. I only need one delivery for the entire order, regardless of whether it included all line items or not.
    If the user tries to create a second delivery for the same order, it should ideally give an error message and stop the system from creating the second delivery
    Appreciate your help.
    Thank you.
    Keshini

    Thanks Marian for your feedback.
    I tried this again, however it still works only at item level.
    Say i have a sales order, with 2 line items with 50 each.
    Say i create an delivery for only the first line item for 20, delivery gets created.. It doesnt allow to create the delivery for rest of the 30 on that line item,
    However if i try to create a delivery for the second line item, it allows and the delivery gets created.
    I only want one single delivery for the entire order.
    Thanks,
    Keshini

Maybe you are looking for