PDF Fact Sheet Display

Hi All
I would like to know how SAP CRM 2007 WebClient handles the PDF Fact Sheet display.
Can the template format be defined? ie. can I customize the format of the PDF display? If so, how can it be done?
Thanks for any advice!

Arno,
Does the print fact sheet have the capability to print all these information.
·          Classification
·          Key Figures
·          Contact Person (list)
·          Order - Sales Area
·          Billing u2013 Sales Area
·          Shipping
·          Partial Deliveries
·          General Transportation Information
·          Payment and Delivery Terms
·          Partners u2013 by Partner Function
·          Sales Orders u2013 open and closed
·           Deliveries
·          Billing Documents (Invoices - open and closed)
·          Invoice Cancellations
·          Credit Memos
·          Debit Memos
·          Returns delivery
·          Quality Notifications
·          Credit Relevant Information
·          Credit Limit
·          Payment History
·          Quick Info
·          Backorders
I see a little when we printed our print fact sheet. Do I need to configure anything more to print all the above sections.
Thanks!
Surya.

Similar Messages

CRM 7 PDF Fact sheet question.

My understanding is that the PDF uses a smartform to create the PDF and there is config behind which identify the AB's to be used. However, am I right it saying that the PDF config can only use the AB's that are defined for standard Online Fact Sheet?.
So, if we have particular AB's that the PDF Fact needs to use but should not be displayed within the online fact sheet then we'll have to create them within the view, hide them so that they do not display when the Online Fact Sheet is displayed, but add these AB's into the configuration table for the PDF fact sheet, and of course modify the Samartscipt so that it knows what to do witrh this extra data for the new AB's.
Have I missed anything, or have I not got the right grasp on this?.
Jason
Edited by: Jason Stratham on Apr 27, 2010 1:52 PM

It is slightly different when making modifications to the PDF view because with the standard online Fact sheet you can easily add new fields using the UI config tools, and then just adjust the code to populate these fields, should they be new ones.
However, you don't have this option with the PDF fact sheet, so there's a difference straight away. My problem is that I need to add new AB's and new fields in both existing AB's and new AB's for both the PDF and online Fact Sheet, although I'm concentrating on the PDF fact sheet first. There seems to be a good many articles on adding new fields, which to be honest is childs play when using the UI configurator, but very few articles on the subject of adding new AB's and fields and then having them populated via ERP, which is no easy task, and is about 99% of what I need to achieve.
So, to start with, has anyone come across a easy guide to adding new AB's and fields for the PDF fact sheet, and possibly an easy method to populate it. I have found a WIKI guide, written by someone within SAP (I believe) but their HTML code in the example is not generated correctly so they have manually entered it, which seems like a bit of cheat to me, as it should work.
http://wiki.sdn.sap.com/wiki/display/CRM/Howtodisplayaz-tableinanassignmentblock
However, any other guides would be much appreciated as I'm sure anyone who reads this guide will find it hard to follow.
With regards
Jason

Marketing Attributes and Communication info in pdf fact sheet.

Hi,
I have a requirement to get the communication details and marketing attributes in the pdf fact sheet.
Smartform CRM_ACC_ACCOUNT_OVERVIEW_PRN has no coding for these info, although both informations are available in online version.
There is a program CRM_MKTBP_ATTR_HISTORY availble to diplay attributes, but i have no clue how to bring the entire program in smartform. Can anyone help on this how to fetch these info in pdf?
Regards,
Neel

Hi Neel,
You can create a custom smart form for this . take the help of a ABAP programmer.
You can use tables ADRC for communication details .
For marketing attributes : you can use function module CRM_MKTBP_READ_BP_LIST giving the BP guid in table IT_BP_LIST. This will give you the attribute set along with the attributes and their values assigned to the BP.
Example call:
Test for function group CRM_MKTBP_DB
Function module CRM_MKTBP_READ_BP_LIST
Import parameters Value
IV_LANGU EN
Tables Value
IT_BP_LIST 1 Entry
Result: 1 Entry
ET_BP_ALLOCLIST 1 Entry
Result: 2 Entries
ET_RETURN 0 Entries
Result: 0 Entries
One you get these values you can pass this to your smart form.
Hope this helps
Best regards
Sourabh
Edited by: Sourabh Verma on Apr 9, 2009 9:31 AM

Open_Leads fact sheet displays the "key" for Qualification Level

Hi all,
Adding the Open Leads fact sheet to my config...
It actually displays the Qualification Level, but showing the KEY and not the description...
Is there a note I need to implement to correct this?
BP_FACTSHEET --> OPENLEADS
Went to the context node and apparently the Lead's Qualification description is not returned.
Anyone has noticed the same?

>>Hi Shridar,
>>You can define your own views under spro>CRM>Master Data>business >>Partner>buisness Partner Cockpit and Fact sheet-->Define Info blocks.
>>Hope it helps.
I am using CRM 5.2 and I can no longer find such menu items in SPRO: buisness Partner Cockpit and Fact sheet-->Define Info blocks. Do you have a t-code for it or another way of getting to it? At some point I was actually able to get to Business partner cockpit and fact sheet. But I am having trouble getting there. Please advise, thanks!

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

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.
The collect_data method loops through the data in the CRMT_BSP_PRINT table and retrieves the data structure and class, and I assume it calls them, but I have no idea what these classes have in common as I can't see common theme with them.
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
CRMT_BSP_SALES_AREA_BP
and their associated class/interface is:
CL_BSP_ACC_ACCMOD_ACTIVITY
CL_BSP_BP_ACCMOD_ADDR_MIX
CL_BSP_ACC_ACCMOD_CONTACT
CL_BSP_ACC_ACCMOD_INT_HISTORY
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

Fact Sheet generation - CL_CRM_GENIL_CONTAINER_OBJECT issue

Hi Guys,
We are utilizing functionality of an Activity Management to schedule appointments using Activity Scheduling and Standalone appointment creation as well. We did use automatic Fact Sheet attachments to the appointments.
We introduced an ad hoc generation of PDF Fact sheet attachments into the appointments. We are testing our custom solution but we experienced one issue caused by SAP standard code.
Let me summarize our settings first
1.We turn off automatic FS generation in IMG CRM->Transactions->Settings for activities->Attach Fact Sheet to activities
(Role)G:ZZ:CRM1:SLS_USER; (Trans.Type)Z100; (Short Descriptio)Visit; (Language)EN; (AttchAutom)blank; (AttachMan) flag
2.We do use custom smartform ZCRM_FACTSHEET that is a copy of CRM_ACC_ACCOUNT_OVERVIEW_PRN
3. We created new class ZCL_UIU_PRN_ACCOUNT as a copy of CL_UIU_PRN_ACCOUNT
4. in View CRMV_PRN_CONTROL we have maintained following entries (Role)G:ZZ:CRM1:SLS_USER; (External Object Name)BuilHeader; (Form name) ZCRM_FACTSHEET; (Class/Interface)ZCL_UIU_PRN_ACCOUNT; (View) blank
5. in cluster CRMVC_BUIL_PRT we have maintaned following Related objects ro (Role)G:ZZ:CRM1:SLS_USER and (Ext. Object Name) BuilHeader
(External Object Name)BuilActivity-(Field name)ACTIVITIES; BuilAddress - ADDRESS_OVERVIEW; BuilContactPerson - CONTACTS; BuilInteractionHistory - HISTORY; BuilRelationship - RELATION_TYPES; BuilSalesArrangement - SALES_AREAS
Our custom program ZFCRM_CREATE_FACT_SHEET is basically selecting relevant appointments; Reading information about main partner using FM CRM_PARTNER_READ_OW and calling FM CRM_UIU_BP_PRINT_BACKGROUND. All export parameter are properly filled in.
This FM is basically calling our Z class ZCL_UIU_PRN_ACCOUNT based on above customizing. For simplification reasons imagine that ZCL_UIU_PRN_ACCOUNT is exact copy of standard SAP class CL_UIU_PRN_ACCOUNT where CL_UIU_PRN_ACCOUNT is its superclass
The issue is with the method COLLECT_DATA and section of the code
lr_collection = lr_buil_entity->get_related_entities(
iv_relation_name = <ls_model>-relation_name ).
that returns data for internal tables lt_activities(open activities) and lt_history(closed activities). If we have scenario when we have 3 open and 8 closed activities:
a. When I generate the Fact Sheet from an Account directly in Web UI CL_CRM_BOL_CORE->get_related_entities is returning 3 records for lt_activities(open activities) and 8 lt_history(closed activities).
b. When I called it from our Z program the CL_CRM_BOL_CORE->get_related_entities is returning 11 records for lt_activities(open activities) and 11 lt_history(closed activities). It means mixed bag. And this is the issue.
I did analyze the standard SAP code and the section containing below
code is responsible for the mismatch
try to read children
if IV_RELATION_NAME is initial.
if IV_OWNED_ONLY = ABAP_TRUE.
LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_OWNED_CHILDREN( IV_AS_COPY = TRUE ).
else.
LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_CHILDREN( IV_AS_COPY = TRUE ).
endif.
elseif LV_MODE ne CL_CRM_BOL_ENTITY=>BYPASSING_BUFFER.
get relation state
>>this code>> LV_OBJ_LIST = IV_ENTITY->CONTAINER_PROXY-
>IF_GENIL_CONTAINER_OBJECT~GET_RELATION( IV_RELATION_NAME =
IV_RELATION_NAME
IV_AS_COPY = TRUE ).
read table IV_ENTITY->MY_MANAGER_ENTRY->RELATIONS with table key
RELATION_NAME = IV_RELATION_NAME
assigning
<REL_STATE>.
endif.
CL_CRM_GENIL_CONTAINER_OBJLISTCP->CONSTRUCTOR
data: LS_RELATION type GTYPE_RELATION,
LV_PARENT type ref to CL_CRM_GENIL_CONTAINER_OBJECT,
LV_ENTRY type ref to IF_GENIL_CONTAINER_OBJECT,
LV_CHILD_PROXY type ref to CL_CRM_GENIL_CONTAINER_OBJECT.
field-symbols: <REL> type CRMT_GENIL_CONT_RELAT
>>this code>> read table IV_PARENT_DATA_REF->RELATIONS assigning <REL> with table key RELATION_NAME = IS_FILTER-RELATION_NAME.
Table IV_PARENT_DATA_REF->RELATIONS is not filled for scenario b. at all. It is filled for scenario a. For our scenario b. it is missing relationships and that's the reason why we got mixed activities in BuilActivityRel and BuilHistoryRel..
Did you come across similar bug or do you know which note could potentially resolve this issue?
Thank you in advance.
-Milan

You might have to put breakpoint in function module CRM_UIU_BP_PRINT_BACKGROUND
Check the values in parameter - IT_BOL_RELATION
Also check values returned from querying table crmc_prn_contr2 (its at line 76 in our system).
Thanks,
Alwyn

Fact Sheet Dump "FKK_CRM_GENERAL_INIT" does not exist - in BP View

Hi all,
We have CRM 2007 system and currently i am using Business Role SALE_UTIL.
I have a problem with the Fact Sheet in BP- Corporate Account.
When i click on the Fact Sheet in BP i get the errors of FI-CA settings missing.
and after click on back button i get dump "FKK_CRM_GENERAL_INIT" does not exist.
I have looked in the SAP NOTE 746475 but its tells more about the RFC settings.
My Question: Is there any way to set the default setting even if we dont connectivity to FI-CA system available. Are there any templete or so to upload so that i dont get this error.
Btw. when i click on the PDF Fact Sheet in BP i get the Fact sheet with all the information regarding the BP.
Its a bit urgent.Do you have any suggestions how to do it... ?
Regards.

Hi Usman,
Please check the following notes:
746475 Financial Customer Care - Collections Management
921160 Function module "FKK_CRM_GENERAL_INIT" to be called
1240600 FCC - Unnecessary FKK_CRM_GENERAL_INIT call
I hope it helps.
Regards,
Gabriel Santana

Link title not displaying properly in fact sheet

Hi experts,
I have an issue with fact sheet of BP here, the link titles, e.g. "Activities", "Account Billing Data", "Account Sales Data" etc are displaying like "BP_FACTSHEET0001", "BP_FACTSHEET0002"...
I checked configuration in IMG CRM->UI Framework->Fact Sheet->Maintain Fact Sheet. The descriptions and translation look fine.
Any suggestions for this?
Thanks
Shane

Hi,
Beside the customizing in spro, it is possible to make changes to the title in bsp_wd_cmpwb configuration also, please check whether you are able to see the correct description in the available fact sheet view and assigned fact sheet view.
by the why, what CRM release you are on?
Hongyan

In Fact Sheet, Open Leads View is displaying all Leads

Hi Gurus,
I have configured Account Fact Sheet(BP_Account_FS).
I have added view "Open Leads", which should "display the last n leads that have status "open" or "in process".
But In my case "Open Leads" is displaying all the Leads, which have status "Converted" & "Rejected" also.
Anyone has come across with this. What are your suggestions?
Thanks & Regards
Rohan

Hi,
Raised an OSS, there was a programming error, so a new SAP Note has created SAP Note No. 1319703.
Thanks & Regards
Rohan

Fact Sheet in CIC0 - Display Issue

All
Hope you can help. I am in the process of tidying up the roles & profiles through the users on our CRM system.
We have a small number of users that use the FACT SHEET within trnsx CIC0, they used to have SAP_ALL assigned to them which I have now removed, this now has removed the Marketing Attributes section from view from the FACT SHEET
I have ran AUTH Checks to assist and added where applicable - does anyone know why this area is not being displayed
any help would be appreciated.
regards
Barry

Bruno
Thanks for replying. I have ran \nsu53 to do the auth check and added objects as needed but still no display.
However - during replying to your message I went back into BP to modify the Marketing Attributes of a customer and received 'You are not authoriesed' - this required object C_TCLA_BKA, after adding this I could now see the Marketing Attributes in the FACT SHEET
so thanks
Regards
Barry

Displaying Metadata In Aperture's Pdf Contact Sheet

Hello everyone,
I have been using Aperture's PDF contact sheets. It has a nifty way of showing metadata like caption underneath the photo. My problem is i do not want to display "Caption : TreeStump" I only want to display "TreeStump"
Is there a way of doing this in aperture, or is there a plugin that can do this for me?
Many thanks in advance.
Jay.

I don't see a way of doing it from within aperture.

Credit Info in Fact Sheet

Hi Colleagues,
We are implementing CRM 7.0 Fact Sheet and retrieving following data from SD Fact Sheet:
- Last Documents (working fine)
- Backorders (working fine)
- Credit Info (no data)
We are preety sure that customer has credit data. We already debugged CRM function CRMT_ERP_FACT_SHEET_RETRIEVE
and it is correctly retieving credit info from ERP function CRM_CCKPT_EXPORTSUMMARY.
I can see that following strucutre is being filled in CRM:
GT_ERP_CREDITINFO = ET_ERP_CREDITINFO.
However no data in the fact sheet.
Has anyone being through it? I have a message in service marketplace but response time is too low.
Further question: is there any way to customize SD fact sheet view. System uses iv_factsheet_view = '001' and it seems to be hardcoded. This function call all blocks and we just require three blocks. We can change 001 view but we'd preffer not to change a standard customizing and create our 'Z01' view. I'm not interested in a development in any class in order to to solve it.
Best regards,
Renato

Renato,
The same 'Credit' assignment block is also displayed in the Account screen, does this show the correct/any data?.
If you view an Account and look at the table blocks you should see it, although you might need to change your preference settings to see the particular assignment block.
We added 16 new assignment blocks to the Online factsheet and 13 to the PDF Factsheet. The existing 'Credit' assignment block was not showing the correct data, but for us this was not an issue as we added a new 'Credit limit' assignment block which sourced its data from ERP and replaced the SAP standard assignment block. I know this is something that you do not want to do, so would continue to investigate the issue with no data being displayed. Our system (out of the box) did show information in the 'Credit' assignment block, although some of the fields were missing detail.
I don't know whether that information helps you at all.
Jason

BW report in BP Fact Sheet in CIC0

Hi Gurus,
We wish to display BP specific BW reports in our CIC0 fact sheet. We have configured a web template and are able to view the BW view in the CIC0 fact sheet. The issue is, that we want the BW query to run automatically based on the BP confirmed in CIC0. Currently, we get the BW view wher we open a query and then populate the BP in the selection screen and run the report. The report then shows the expected data in fact sheet. However, ideally, the BP should automatically be passed in BW query as its already confirmed in CIC0, as it does when we get information from R/3 regarding a BP.
Any help would be highly appreciated.
Cheers!
Amit

Hi guys,
I have the same problem, I need to call bw reports using the BP selected at cic0.
I tried 2 options, I can display the bw reports but the BP is not send as a parameter.
1- I created an action box in cic0 to call transaction RRMX in BW. I used BOR method, object type TSTC and method execute. This works fine to call the reports but can't find any option to send the bp as a parameter.
2 - I created a bsp version of the bw reports and created an HTML call from CIC0. But the BW report doesn't accept parameters. Also I don't know how to send the BP as a parameter, it seems that I can only send Text.
Let me know if you find another way to call bw reports from cic0.
Cheers,
Hernan.

Status used in open and completed transactions in Fact Sheet

Hi! I would like to confirm the logics used in the fact sheet to display open and completed transactions. I read on the help that for open (for example) transactions, system is using status 'open' and 'in process'. This seems to me like system status. However, when I ran the fact sheet, the control is more at the user status level. So, I need clarification on this. Also, where can I find the status and transaction logics used for the extraction of these transactions (e.g. what transaction types are used)? I could not find the codings in the method GET_REPORT under class CL_CRM_CCKPT_PROCESS_CLOSED for example. Perhaps I have looked in the wrong place?
Appreciate any help on the above.
Cheers!
SF

No response. Based on what is being debugged, all transactions are taken into account.

PDF Fact Sheet Display

Similar Messages

Maybe you are looking for