Opportunities in Interaction histroy

Hello together,
we have the requirement to delete the transaction type "building constr." in the Interaction history of an account. The building constr. should not be shown in this assigment block How can i realise this? Are there any ideas?
Best regards
Sascha

hi
good
i would suggest you go though the url
www.techtarget.com
thanks
mrutyun^

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We are SEVEN!

(Illustration credit: supermod Erik - who also came up with most of the Communities' graphics and our 5th year anniversary logo.)
Slightly more than three years ago I was approached about a role within the Lenovo Forums Community, and being a non-techie, was fascinated by the folks I saw active here.
There was just so much being shared, and people weren't selfish at all about helping others; in fact, there were (and still are) community users who spend most of their time here, just wanting to help - with no strings attached or expectations whatsoever.
I was amazed then, and am still amazed now - and salute you.
As we enter our seventh year of operations, and grow even bigger, on a personal note I am really looking forward to meeting new people and making new friends from around the world. Thank you, from the bottom of my heart, for being on the journey with us. I am truly blessed to be working with the group of moderators and gurus (and the community at large), and have really learned a lot the past few years here.
And I am not the only one. Here's a few thoughts from some of the very special people who have grown with us along the way:
“It’s not easy to be where we are today which was from zero to 400k+ registered users, and we grew from initially 18,000 topics first year to now 32,000 topics, and this sheer volume is growing still.
It’s like watching a baby growing into a young adult. There is now more attention given to Lenovo Forums by online users, and I am so proud to tell others that I’m part of the forum team. More and more great volunteers have joined our squad and become forum advocates and I am so happy to work with them.
With anything there will of course be growing challenges and there is no finish line so we have to keep moving forward. There are 4 language communities at the moment and we are looking at expanding even more.
Can't wait. Hang in there Lenovo Forums. Happy 7th birthday.”
- English Community Lead, Cleo_Lenovo
"Like most of my work, the idea came to me late at night during a bout of insomnia. A lack of sleep can be quite inspirational—even if unintentional. The original graphics from the early forum days surrounded a birthday cake concept. As the forum matured I felt a more grown-up design was appropriate. Maybe we'll see another TrackPoint cake next year. It's good to mix things up.
I can only hope that my contributions—both graphical and technical—have improved users' experience in visiting the forum. Much of my design work is outdated at this point so it's probably time to put pen to paper and draw up something new.
Having been with the forum from pre-launch to today, it's reassuring to see close to half a million user IDs registered. While numbers aren't everything, it shows that forums still provide an important, interactive and relevant experience different from other social media channels. The other channels might be more urgent and immediate in nature but forums remain the granular, technical repository for archival-quality material. I see forums as a long-term solution for technical content where blog-style content such as Facebook and Twitter are better geared for marketing purposes. None, however, are mutually exclusive and each has their place in a product owner's opportunities to interact with a brand and its user base."
-supermod erik
"This big community is great and unique! It can offer so much help and enable so much contact and feedback between users like no one else. The vast amount of knowledge from their members can help from the easiest set up question up to serious hardware modding.
I haven't done much "moderator work" but mostly helping users with tech problems and informing them about how to keep the notebooks working cool. I'm mainly active in the Spanish and English communities (with some visits to the German community as well) and it's very interesting to see that many times the questions and problems users have are the same, despite language, cultural differences and geographical location.
I like helping users, specially when I see they can really profit from my tips and/or answers. That said, one of my main grunts with the forum software is the limited capability to upload pictures, I see some room for improvement there, like allowing external links from Picasa or other photo hosting companies. Also the Avatars could be bigger.
- moderator Tasurinchi
"The challenge of answering the questions to help other users, since February 2009 - that was my intention to join this community. I was then made a guru, then moderator, and helped out with the Knowledge Base creation in both the English and later, German communities.
I found that this structure, a peer-to-peer support community is an advantage as everyone is participating. What’s more, I am happy being a member of this quickly expanding world-wide community! So keep going on!We willl together do a big THINK ...now and in the future!"
- moderator KalvinKlein
"Congratulations to the Community, which is made up of a very professional team. I didnt read the forum before 2010 as havn't seen the needs for that - I used another branded PCs and laptops, including "self made". At the end of the 2010th....beginning of 2011 I looked for a new laptop for my personal usage and daily mobile work. As I had several mandatory requirements for laptop I've came to the Lenovo forum for solution, examples - my friends on our Russian forum, of course, mentioned about Lenovo forum. I've registered here one week later the laptop was bought. The reason was an error 1802 (yes, whitelist) I've faced with after BIOS upgrade. To be honest, my first post here seems a bit exacting but Bill (billbolton) and Aryeh (goretsky) were very friendly. That won me over.
I think nothing has been changed for me since I've became a guru. I can't say "responsibility has risen" or "I have access to a secret knowledge now". Probably my relation to any work I'm doing is clear in my forum profile signature.
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- moderator, x220forme
Thanks again, one and all for your conversations and help these seven years. Here's to more!
- Serene Siew, Lenovo Community Advocate Program Manager

Seven years is a milestone! I'm looking forward to a 10th Anniversary and hope by then we are in more languages, and continue to build our global family and collaboration.
When I called upon Jane, I had a vague notion of what we wanted to do and in hindsight, only understood community in a very superficial way. If we did one thing right, it was to enlist the help of those who were already running successful communities related to Lenovo products. I am very glad that so many have decided to join us on this ongoing journey.
I am especially greatful to all the members of the community who have contributed so much time and effort to the benefit of others - it is there continued dedication and energy that makes this place great.
Mark

Account fact sheet, print version (PDF). Query regarding output blocks.

I have looked at OSS Note 1066280 which explains exactly how to config the PDF fact sheet. However, on looking at the view or using the SPRO path I can see that there are currenty no settings in place at the moment. i.e. the view/SPRO is showing no data.
However, when looking at the appropriate Smartform I can see blocks for:
Opportunities
Activities
Interaction history
Contact Person
Relationship types
Which all print out (display in PDF) okay, except there's also a Sales block in the Smartform which does not print. The logic/output conditions in the Smartform say PRINT_DATA-SALES_AREAS = 'X' and SALES_AREAS[] NE initial. What controls whether this information prints, config-wise.
Also, I need to add new blocks of data, which is probably going to be sourced from ERP, but config-wise can I control whether the PDF displays these newly created blocks in the same way as it does for the SAP standard?.
Regards
Jason
Edited by: Jason Stratham on Apr 20, 2010 1:46 PM

I think my question might be answered when I look at table CRMT_BSP_PRINT.
Regards
Jason

CRM Interactive reports not loading any data on WEB UI

CRM BI client is setup properly by following CRM IR config guide C41.
/CRMBW/CONFIG_WIZARD doesn't show any major errors. I am able to create
the custom interactive reports but when these reports are executed no
data shows up in the report.For example ,we are building interactive
reports under opportunities area for a user, who has opportunities in
the system.
Our CRM Sytem is on CRM7.0 EHP1 SPS3.
Thanks
Thirumala

Hi Thirumala,
if still relevant (sorry for the late reply): check if the user is assigned to a business partner (employee), which is assignet to a correct position in the CRM Org model, and that this business partner is the employee responsible of the sales documents you want him to see in the reports.
Alternatively, the user's business partner can be a manager of such an employee.
Best regards

Surveys with Opportunities

Hello,
We are sending out a survey to the contact person when an opportunity has been closed and saved. The survey is sent as a URL within an email and a smartform is used to generate this email.
The URL opens up the survey correctly and the answers are saved within CRM (4.0 SP 9) as well. However, this survey doesn't seem to get linked to the opportunity and does not have the partner data for BW extraction as well.
We have implemented the OSS note 700317 but without luck.
As of now, we are using the standard PBO (CRM_SVY_EXAMPLE_DYNAMIC_PBO) and PAI (CRM_SVY_OPPORT_PAI) functions for the opportunities and I was wondering if we need to customize these in any way.
Any help would be greatly appreciated.
Thanks,
Rohini.

I was able to resolve this issue, in case someone faces the same, here it goes -
1. Since the link to the survey was sent in a custom email (implemented using smartforms), the standard PAI method was unable to retrieve the transaction GUID from the Interaction Layer which was one reason why this wasn't working.
The workaround was to append the transaction GUID as a request parameter within the survey URL in the smartform. Once the survey was answered, this GUID was read within a custom PAI method so that the rest of the standard code had the correct reference to the transaction.
2. Another reason why the transaction was not updated with the survey data was since it wasn't being committed. Once the function CRM_ORDER_SAVE was called at the end of the custom PAI, the survey responses were linked to the transaction.
Regards,
Rohini.

Interaction history in ICWC not showing dates

Hi,
The interaction history in ICWC(CRM 5.0,SP8) is not showing the date of the interactions viz., service ticket, interaction record. Is there any setting to be done for this? Please guide.
Shridhar

hi,
try this
IMG>CRM>Master data >BP>Accounts and Contact Persons in the Portal-->Specify Display Options for Interaction History/Activities/Opportunities
Select the area as -
SAP_CRM_CUST_INTERACT_CENTER or your relevant area
and make the settings for interaction history. you should be able to se the Fact sheet details with dates
Cheers!
Please reward if helpful
Raj

E-mail adobe interactive form without showing it..

Hi experts!
I am trying to create a WD apllication in which when the user presses a button an adobe interactive form will be called and e-mail, without showing the actual form.
From what i saw in the corresponding tutorial, in order to attach the file to the e-mail, the file must first exist in pdf format.
But, during runtime all i have is the pdfsource.
So, the point is: how can i create the actual pdf from the pdf Source without showing it????
Thanx in advance!!!!

Hi,
actually I would not recommend that. That's something which has to be programmed completely new and does not exist at the moment. If you want to have it outside in the internet for externals you will force candidates to use Adobe Acrobat reader in a certain version and might get browser problems. So technical support might become an issue.
So the only opportunities you have without creating something new, is using Web Dynpro standard or a third party tool based on flash.
Best regards

Opportunities in account overview without partner function dependency

Hello,
on the account overview page we can see the opportunities as well as the interaction history for a account.
In the interaction history frame we can see every activity and opportunity where the account is involved.
In the opportunities frame we could only see these opportunities where the account has a special partner function in the opportunity.
For example the main account role is prospect.
This account is involved in several opportunities with several different partner functions in the opportunities.
We can only see these opportunities in the account overview where he is assigned with the role prospect.
We did a customization for the time-frame in IMG: Customer Relationship Management => Master Data => Business Partner => Specify Display Options for Business Transactions.
Is there a similar way to customize the partner function dependency for display?
Or is there another way to show all the opportunities (in the opportunity frame) where the account is involved, without partner function dependency?
Best regards and thanks in advance
Matthias Breuer

Matthias,
I believe you could influence this via the BADI CRM_BP_UIU_BT in enhancement spot CRM_UIU_BP_ENHANCEMENT. You can edit the selection criteria CT_SELECTION_PARAM as needed.
You can review the code CL_BUPA_IL_OPPORTUNITY_COMP to determine what criteria is being pouplated before the BADI is being called. In addition the filter value of the implementation needs to be 'BPQOPP'. From what I have seen SAP is hard-coding the partner type selection for the opportunity selection.
Take care,
Stephen

ITAB_ILLEGAL_SORT_ORDER dump in CIC searching for Opportunities

Hi All,
We currently have a strange problem when trying to search for opportunities in the CIC. We go in, enter a partner number and select it as the main partner. Then, we chose Opportunity as the object to find, enter a date range and click on start (all in the interaction info navigator area.) We then get a short dump of :-
ITAB_ILLEGAL_SORT_ORDER
A line is to be inserted or changed at position 1 in the sorted
internal table (type SORTED_TABLE)
"FUNCTION-POOL=CRM_LOCATOR_UICLASS=LCL_ONE_ORDER_HITLISTMETHOD=SEARCH_RESUL
T_DISPLAY_DYNAMICDATA=LT_HEADER_GUID".
In doing so, the sorting sequence - determined by the table key - was
destroyed.
Program                                 SAPLCRM_LOCATOR_UI
Include                                 LCRM_LOCATOR_UIL01
Row                                     174
Module type                             (METHOD)
Module Name                             SEARCH_RESULT_DISPLAY_DYNAMIC
The problem only occurs if a given partner has more than 1 oppotunity created - obviously, if the search logic only finds 1 opportunity document then when it appends the guid to the search results it doesn't cause a problem. As soon as more than one document is found the code fails:-
*     get result list
      LOOP AT iv_search->gt_search_result INTO ls_search_result.
        ls_header_guid-guid = ls_search_result-fieldval.
        APPEND ls_header_guid TO lt_header_guid.
      ENDLOOP.
I've search on here and throughout OSS but can't find any solution and to be honest, I can't see why the problem is occuring. Has anyone else ever had this problem and if, is there a solution?
Thanks in advance,
Gareth.

Hi Patrick,
Yes, I know what the problem with the code is - but its standard SAP code!
I'm trying to understand what is actually causing it (I'm assuming it will be an OSS note somewhere but I can't find it!)
Thanks,
Gareth.

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Additional search & display fields rqd for opportunities in IC Winclient

Hi
I have a requirement where i need to add additional search and display fields in the Interaction history in IC Winclient.
The search and display fields are for the opportunities search in the Interaction History.
As SAP standard we have,but need to add few more for my client.
Please can anyone suggest me is there any standard config to do it or we need to develop to populate the additional fields.
I really appriciate for quick response and will be give reward points .
Thanks,
Kalyan
Message was edited by:
kalyan atukuri

Hi Siva
What is the transaction to look at this query? I have not seen any evidence that the program accesses this query, but it is worth having a look I guess.
The sequence of Function calls are:
CCMCS_BP_SEARCH_RULES
CCMCS_BP_SEARCH_CONTROL
CCMCS_BP_ADDR_SEARCH2
CCMCS_BP_SEARCH2
(Up to this point it uses structure CCMADDRESSFIELDS, and has accesss to HOUSE_NUM2)
Then it calls BAPI_BUPA_MAIN
It might be that I will have to repair CCMCS_BP_SEARCH2 in the end, but I'd like to be sure that it is my only option, as I do not want to change SAP standard code unnecessarily.
Cheers
Esti

Interactive reports authorization issue ?

Hi All
I am working on CRM 7.0 , interactive reporting
As per SAP CRM interactive reports standards, employees can only see their opportunities and managers can see only the opportunities created by his team.
I need that all employees can see all the opportunities created by them or others and the managers also
What are the settings t be changed to enable this functionality
Regards
Fahim

Hi!
This is not possible with CRM interactive reporting unless you assign every employee to a manager role in the CRM Org Model (which would contradict it's purpose). Unfortunately, your request would contradict the central authorization principle behind interactive reporting.
Due to this fact and because the expected data volume would also probably be too large to be handled by interactive reporting, I recommend to use BW reporting instead. BW is much better designed for large data volumes, and you do not have the Org Model restrictions as in interactive reporting.

CRM Interactive Reports

Hi,
Can anyone help me in getting the list of 'SAP delevered Interactive Reports' in SAP CRM 7.0 ?
Regards
Ravi

Hi!
For CRM 7.0 interactive reporting, SAP delivers the following reports:
Accounts with Open Activities
Active Accounts
Campaign Effectiveness
Lead Origin Status
Lead Status Analysis
Accounts with Open Opportunities
Closed Opportunities
Opportunity Pipeline
Opportunity Sources
Top 10 Deals
Top 5 Competitors in Current Opportunities
US Sales Map
US Sales Pipeline
Win/Loss Analysis by Reason
Average Lead Time of Service Tickets
Open Service Tickets by Priority
Service Agreement Compliance
Service Ticket Closure
Service Ticket Volume
These are only to be considered as examples since it is very easy to create new reports based on the delivered report areas (Activities, Campaigns, Leads, Opportunities, Service -- for EhP1 onwards there are 10 additional report areas while there is no additional report).
Best regards

SAP CRM Interactive Reports List

Hi,
Can anyone help me in getting the list of ' SAP delivered CRM Interactive Reports'
Thanks
Ravi

Hope you are looking for CRM - Interaction Channel Analyses. reports
Check the below link
http://help.sap.com/saphelp_bic735/helpdata/en/ee/be7e4050336e1de10000000a1550b0/frameset.htm
Check the report names
Channel Mgt.: Activity History
Channel Mgt.: Activities, Opportunities, and Sales Orders by Cou
Channel Mgt.: Closed Activities
Channel Mgt.: Expected Sales volume
Channel Mgt. : Lead Funnel Analysis
Channel Mgt.: Opportunity Funnel Analysis
Channel Mgt.: Quotation Funnel Analysis
Channel Mgt. : Sales Pipeline Analysis
Channel Manager Partner Base

Interaction History / Service Transactions

Hi All,
We are having crm 2007 and we are implementing the service scenario.
When we create a contrat 123 for a business Partner ABC. Normally the reference/Interaction history etc shall also be
displayed in the Business Partner. i.e. all the relevant service transactions relevant to Partner ABC.
Could anybody tell where can we set this in CRM 2007.
Regards,

hi,
try this
IMG>CRM>Master data >BP>Accounts and Contact Persons in the Portal-->Specify Display Options for Interaction History/Activities/Opportunities
Select the area as -
SAP_CRM_CUST_INTERACT_CENTER or your relevant area
and make the settings for interaction history. you should be able to se the Fact sheet details with dates
Cheers!
Please reward if helpful
Raj

Opportunities in Interaction histroy

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