Quotation handling in CRM

I am modifying the CRM quotation.After modification the quotation behaves as follows:
if user sets a status "In process" say and this is maintained in the newly created customizing table the quotation is replicated in R/3.
Now the problem is, if the quotation has a configurable material as a item and it is configured and then the quotation is transferred to R/3 the CRM system does not allow me to re-configure this material ie the configuration screen is in display mode.
I need to have the configuration screen in change mode.
Can anybody help me out.

In the callback function you can use functions to update the order-data, like any other callback function.
You must not try to 'talk into the UI-level'. The UI is on top of the orderdata, so every update in the orderdata is seen in the UI.
Regards, Toine

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TAX_GROUP_BP_01 field in quotation in SAP CRM system is not updating at all

Hi,
when we create quotation in SAP CRM...there is tax conditon type in item level...where it has the field TAX_GROUP_BP_01...and this field value is not getting updated at all..Could you please anyone suggest us why this value is not updating in CRM system
Thanks and Regards,
Sudhansu.

Yes thanks all.
Even though the 'p_emp_number' was used as a vehicle (do I know what I'm talking about?) in the Create API's process I have setup working splendidly, for this Update process semingly having the line removed it did the trick.
1 record updated as required.
Many thanks to all..
Steven

How to attach ERP smartform to a ERP Quotation generated from CRM 7.0

Hi,
I have this requirement of calling the ERP smartforms in CRM 7.0 where ever applicable.
I don't want to use Transaction Launcher and also creating the same smartform in CRM would be double work.
1. Can we attach a smartform of ERP to LEAD/OPPORTUNITY when we click on the MORE button on toolbar and choose PREVIEW OUTPUT/ TRIGGER OUTPUT. I think in ACTION we can just assign a smartform which is created in CRM system.
Actually this is my client requirement and since my first CRM implementation do't know whether this is a valid point and how to go on.
2. Also on ERP Quotation view page (toolbar) there is no button called MORE to PREVIEW OUTPUT. Can we assign a smartform to ERP Quotation?
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Jaya

Hi,
as far as I know there is no standard way of doing this in CRM 7.0.
I imaging it would be possible to call an ERP smartform from CRM by :
- writing an RFC capable function module in ERP that wraps the call of the smartform and returns the generated PDF data.
- writing a function or method in CRM that calls the ERP function module and displays the returned data.
In the lead and opportunity the print preview is done by having a print relevant action in the action profile assigned to the transaction type and I guess for these it should be possible to call a function module by creating an own smart forms method.
But I think this is not possible for an ERP quotation, so you would have to create an own button. In the event handler for this button, one could call the ERP function module and display the result.
Paul

Duplicate check via BAS (ADDRESS_SEARCH)-- how to handle non-crm customer?

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I'm implementing a duplicate check and using the BADI Address_search. Within this BADI I use the method "Address_Search" for calling a third party software tool with customer information. This tool checks whether the entered customer is already available in CRM AND in other system in our company holding.
The method provides me a list of all found duplicates (incl. non-crm customers)
My problem is that I need to fill a export table "ex_t_search_result" (type adkey_indx_tab) of this method which expects ADRC number. For the CRM customer it is not a problem. I can figure them out by table BUT020 and the customer number. But for the non-crm customer I do not have a ADRC number.
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hello,
BP is BDT (Business Data toolset) enabled (you can check it by adding break point in FM BUS_PBO and executing BP transaction). You can add your check directly to standard view (the check will be executed each time when user pushes enter) or you could add you check to appropriate action (during saving etc.) there are number of actions which you could use it depends on your requirements. You can find a lot of info about BDT (if you are not familiar) in Wiki.
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Security deposit handling in crm: pls help !!

hi,
     can anyone tell me how to handle security deposit management in sap-crm like how to view details of cash and non-cash deposits enterd though ECC/ISU system.
Pls help me.

Hi David
security deposit
You can specify a default value for the cash security deposit for each product. You can use transaction COMMPR01 to determine this default value. You can use the process framework to change this value, for example to adjust it according to the risk class. To do this, proceed as follows:
Choose Industry-Specific Solutions Utilities Industry Settings for User Interface Transaction Processing Processes Define Processes in Customizing for Customer Relationship Management.
Create a new process definition by copying the process definition CONTRACT_START.
Choose class CL_CRM_IU_PR_CNTR_START_SECDEP as the process class. This class contains a sample implementation.
Copy the process profile DEFAULT and assign the new process definition here.
Create a new user role and assign the function profile IUPROCESS here. You can select the process profile created in the previous step from the input help.
In this implementation, the system calculates the security deposit amount as follows:
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Low default risk         90 % of default value
Medium default risk   100 % of default value
High default risk         110 % of default value
Very high default risk 120 % of default value
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Reward points if helpful to u
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Hi Gurus,
I am trying to created ECC quotation in CRM 2007. The RFC integration between ECC and CRM has been done.
Once the opportunity is created, then follow up document is created (ECC quotation).At the time of creation of ECC quotation through CRM, i am not able to fill the GROSS WEIGHT and NET WEIGHT in shipping tab of quotation. I am getting getting incompletion log for the same.
Please let me the approve for the above query.
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Bhushan

Hi Jeevan,
Can you please let me know if you found a standard web service to create a quotation with refrence to a Opportunity. If so can you please share the info.
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Now, we also want to delete "our" error messages (and not the ones coming from the standard process) when a certain state has been reached. I found function module CRM_MESSAGES_DELETE which could be used for this purpose. But, the problem is that if we pass object 'CONFIG' to it, it would delete all the messages (even the ones that were not raised by our code) belonging to that object.
I also tried passing a key (a random string) to CRM_MESSAGE_COLLECT's import parameter IV_LOGICAL_KEY and then using the same key while calling CRM_MESSAGES_DELETE but it did not work.
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Yes creating a new Object may not be a solution for you as it might have some downstream impact.
Reading your problem again, if you want to delete only the custom messages, why don't you pass the message-id and message number you want to delete to the function module - CRM_MESSAGES_DELETE. I assume, since these messages are custom, so you might get a Z-message id along with the message number.
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Shyamak

Availability check in service order quotation in SAP CRM

Hello Experts,
I am trying to establish an availability check for service order quotations in CRM
Could somebody please guide me through the steps to solve this problem.
Thanks in advance,
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Hello
For quotations, only an availability information is triggered and that shows only confirmation when creating but not after
save. You can find the logic in our standard function module CRM_CONFIRM_DEL_T_SCHEDLIN_EC
You can also find information in [ online documentation|http://help.sap.com/saphelp_crm70/helpdata/en/45/b67bba228747f5e10000000a114a6b/frameset.htm]
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Joaquin

Downloading files attached to a quotation in SAP CRM

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as always: It depends what to do:
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Hi,
We have created an assignment block in Opportunity overview screen to show all ERP Quotation created for the opportunity.
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I checked the BOL object.
To show user status for Quotation header, I think we have following solution.
ERPAdminH->ERPHeaderUserStSet->ERPUserStatus->field(STATUS_T)
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The following relationship shows only system status.
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Ansal

Hi,
Maybe this description will help you:
[http://weblogs.sdn.sap.com/pub/wlg/23879?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A [original link is broken] [original link is broken] [original link is broken] [original link is broken]SAPWeblogsCrm%28SAPWeblogs%3ACRM%29|http://weblogs.sdn.sap.com/pub/wlg/23879?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A [original link is broken] [original link is broken] [original link is broken] [original link is broken]SAPWeblogsCrm%28SAPWeblogs%3ACRM%29]
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Hi Shiva,
If i understand it clearly you have a popup where the user enters the mail ID and clicks on Continue.
Then you would be sending the mail to the mail ID entered in the POPUP.
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So please use a STATIC variable and store the value and use this value in GET_METHOD of the Attribute.
Reward if Helpfull!!
Regards,
Ratna Rajesh

Event Handling in CRM

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I have a requirement where in I have to pass some data to the front end screen in the complaints transaction. I have shortlisted the event AFTER_CREATE, for the BUS2000120, partner object.
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1. How do we pass the data from the call back function module to the front end screen?
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Regards,
Vishwa.

In the callback function you can use functions to update the order-data, like any other callback function.
You must not try to 'talk into the UI-level'. The UI is on top of the orderdata, so every update in the orderdata is seen in the UI.
Regards, Toine

CRM quotations

Hello.
Do you know if there is a BAPI to create a quotation in SAP CRM? I know it exists for ERP.
Many thanks

Find below a code sample to create a quotation,
DATA:
    t_object_to_save    TYPE crmt_object_guid_tab,
    t_saved_objects     TYPE crmt_return_objects,
    t_objects_not_saved TYPE crmt_object_guid_tab,
    t_new_orders        TYPE crmt_orderadm_h_comt,
    s_new_order         TYPE crmt_orderadm_h_comt,
    t_input_field       TYPE crmt_input_field_tab,
    s_input_field       TYPE crmt_input_field,
    s_fieldname         TYPE CRMT_INPUT_FIELD_NAMES.
s_new_order-handle = 1.
s_new_order-mode = 'A'.
s_new_order-process_type = 'QUOT'.
s_input_field-ref_handle = 1.
s_input_field-ref_kind    = 'A'.
s_input_field-objectname = 'ORDERADM_H'.
s_input_field-logical_key = space.
CLEAR s_fieldname.
s_fieldname-fieldname = 'MODE'.
APPEND s_fieldname TO s_input_field-field_names.
s_fieldname-fieldname = 'PROCESS_TYPE'.
APPEND s_fieldname TO s_input_field-field_names.
INSERT s_input_field INTO TABLE t_input_fields.
INSERT s_new_order INTO TABLE t_new_orders.
CALL FUNCTION 'CRM_ORDER_MAINTAIN'
CHANGING
    ct_orderadm_h     = t_new_orders
    ct_input_fields   = t_input_fields
EXCEPTIONS
    error_occurred    = 1
    document_locked   = 2
    no_change_allowed = 3
    no_authority      = 4
    OTHERS            = 5.
if sy-subrc ne 0.
clear s_new_order.
read table t_new_orders
into s_new_order
INDEX 1.
if sy-subrc ne 0.
l_object_to_save = s_new_order-guid.
INSERT l_object_to_save INTO TABLE t_objects_to_save.
CALL FUNCTION 'CRM_ORDER_SAVE'
EXPORTING
    it_objects_to_save   = t_objects_to_save
IMPORTING
    et_saved_objects     = t_saved_objects
    et_exception         = t_exceptions
    et_objects_not_saved = t_objects_not_saved
EXCEPTIONS
    document_not_saved   = 1
     OTHERS               = 2.
if sy-subrc eq 0.
call function 'BAPI_TRANSACTION_COMMIT'.
endif.
endif.
Hope it helps,
David

Replication of Quotation from CRM to ECC

Hi experts,
We are trying to replicate a quotation created in CRM to ECC. We have maintained the same transaction types and item categories in both ECC and CRM. Is there anything else that is required to be done for proper replication??
A CSA BDoc is generated and it is in green. There is no othe BDOC Generated.
The replication is not happening still.
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Regards
Aakshi Suri

Hi,
Please check that the manual settings outlined in oss note 671243 regarding the entry in table SMOFPARSFA are maintained in your system.
Best Regards
Gavin

Quotation handling in CRM

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