Rescheduling functionality in CRM 7.0 EHP3

Can anyone help us more on how to configure the rescheduling functionality for Preview calls in CRM 7.0 EHP3.

Hello Rajbans.
If it's still relevant. What sort of configuration do you need?
I've covered SAP CRM and SAP BCM scenario in my document: Call List integration in details. SAP CRM and SAP BCM.

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CRM 7.0 EHP3 Installation Export CD problem

Dear all,
we are installing SAP CRM 7.0 EHP3 on MSSQL 2012.
We do encounter a problem with the installation Export CD.
SWPM is SWPM10SP05_2-20009707.SAR - SP5 PL 2, Kernel is 741 (Material Number: 51048107_8).
Installation Export Material Number are respectively 51047869_2 and 51047869_3.
When asked for Installation Export CD, we input the right path, but SWPM tells us that he is expecting another CD:
You entered: E:\CD SAP\EXPORT\DATA_UNITS\EXP1 Found the label SAP:CRM:SR170EHP3:EXPORT(1/4):SAP CRM 700 EHP 3 SR1 Installation Export CD 1/4:CDxxxxxxx_1 but need the label SAP:CRM:70EHP3:EXPORT(1/4):*:*
It seems that he asks for an older version of the Export CD.
Has anyone already had this issue and can advice how to solve it?
Thanks in advance.
Kind regards,
Andrea Visentin

Dear all,
ok, I'll answer myself:
as per note 1998693 - Sapinst Error: Found the label SAP:UT:SR1740:SP05:*:* but need the label SAP:UT:740 for a similar "issue" we had installing Process Integration today, we have just realized that there is a specific section in SWPM for SR1:
sorry for having bothered you with such a silly question :-)
Kind regards,
PS: changing LABEL.ASC CD-Label to non-SR1 package, works.
Andrea Visentin

Replication Of Z Partner Functions from CRM to ECC

HI All,
We are creating the " Z Partner Functions " in SAP CRM & ECC.in our scenario partner functions flows from CRM to ECC and we want to replicate these partner functions from CRM to ECC.
So can some onle please tell me how to do this?.
Thanks in Advance,
Arun

1. Create the partner function in ECC
2. Assign the partner function to the relevant partner procedure in ECC
3. Create a partner function in CRM
4. Map the partner function as follows:
Customer Relationship Management
--> Basic Functions
--> Partner Processing
--> Data Transfer
--> Distribution of Partner Functions from R/3 into CRM
Create the following entry:
Partner function in R/3 Function
and also the below:
Create a mapping entry for data transfer from CRM to R/3 via the
following IMG activity in CRM:
Customer Relationship Management
--> Basic Functions
--> Partner Processing
--> Data Transfer
--> Distribution of Partner Functions from CRM into R/3
Create the following entry:
Function R/3 function Type in R/3

BP merge functionality in CRM 2007 Web UI - Buswu02 objects

hello champs,
Could any help me out to resolve the below issue:
I have a issue with BP Account merge functionality in crm 2007, I have made the config change to create the cleansing case, create task, triggered the bupa_realign to merge the duplicate customer to Master record.
In this case, Task is created and transferring the BP master data and marked the duplicate BP to to be archived but the issue is, we do want to transfer the service tickets from duplicate customer to master customer.
I have also check all the setting in buswu01 and buswu02 (clear and clear_rep variants), for me its looks every thing fine but service ticket are not transferred to master account.
It would be great help if any one help to resolve the issue! Thanks a lot in advance.
Regards
Praveen

This question has been resolved by me only, we have implemented the BP merge functionality with web ui crm 2007.
And
It was the issue with objects maintenance in tran buswu01 and transportation to testing client and other systems.
now BP merge fun. works fine:
to config:
User the BP merge funn. in web ui.
Assign the Task for merging the BP's
Maintain the all relevant object to transfer.
which will trigger a batch job and will transfer all the transact from duplicate account to master account and will mark the duplicate account to Archive.
any ho thanks for all your suggestions and help.
regards
praveen

Spell Check Functionality in CRM 2007

Hi Experts,
Do we have spell check functionality in CRM 2007, If yes, How & where can we enable it ?
For example if a sales representative/Manager types something in NOTES, they should able to spellcheck.
Thanks & Regards
Shiven

I dont think there is SAP spellcheck functionality available. Your best bet would be to download a spellcheck plug-in for your web browser.
Hope this helps
Regards
David

Is therre drag and relate functionality in CRM 4.0 busi pack for sap 60.2

Is there drag and relate functionality in CRM 4.0 busi pack for sap 60.2 .
Rajendra redekar

Hi Sriram,
Mobile component changed to .Net in 5.0 so the first upgrade of support packages should not be a problem. Your only concern will be the rollout of the support package upgrade to the users in the field.
I don't know much about the upgrade from 4.0 to 7.0 and the complications around the custom code migration from vb to .net. I imagine this is something you may need to talk to SAP about.
Depending on the amount of work involved it may be easy to upgrade the CRM system and do a re-implementation of the mobile component.
Good luck.
Cheers
Andrew

Variant functions in CRM

hi all,
i want to know how to implement variant functions for CRM
please help me
Thanks and Regards
shanto aloor

1.Can we write new functions or we have to modify the existing one?
You will write the Java functions based on the custom VC functions in the R/3 system. You will closely work with the R/3 Variant Configuration team and get the details of the custom functions that are developed in the design time VC model for supporting their runtime VC. This runtime environment is not available in CRM. Only the design time information is downloaded as knowledgebase.
Hint:
SAP provides the Java code for all the standard VC functions in R/3.
In R/3 see function group CUPR for the standard VC functions)
In R/3 one uses transactions
cu65,
cu66 and
cu67
to maintain the interface definition of custom variant functions. Here they desgin and develop
FUNCTION - read access to the KB and
PFUNCTION - read and write access to configuration and more.
You will actively work with your R/3 VC team to get the full design details of these functions.
2.how our custome functions are linking to SAP ,means if we create java user exit we will register that by giving full path of the class and finally we use that in pricing procedure or somewhere. Is there any these type of procedures are needed for VC?
Variant Configuration is the other face of the IPC and should not be confused with any of the pricing features of IPC. The SCE ( configuration engine) deals with the configurable products. The design time confguration of configurable products are downloaded as kowledgebase in R/3.
Since the design time (KB) is available to IPC, during runtime the reference to pfunctions and functions are known to IPC and IPC by design will look for the instances for the classes for these Variant functions.

Solution Manager project - no roadmap available for CRM 7.0 EhP3

Hi all,
I'm setting up a new project in solution manager for an upgrade.
However, in my roadmap selection tab, there's no roadmap for CRM 7.0 EhP3 (or even EhP2).
Is this just not available or can/should I update this list?
Many thanks and with kind regards,
Yee-Tee

Hello,
There are two possibilities I see here.
1-Your roadmap list is not up-to-date.
2-There is no roadmaps for these specific product/version delivered for the solman.
I would recommend you to first check the ST-ICO package SP level. The whole documentation content (Roadmaps, BPR, templates,...) are delivered by this component, so in order to have the complete and must up-to-date list, you'll need the latest SP-level.
further info: Implement SAP | SAP Support Portal
I hope this helps.
best regards,
Fabricius

AMI (Advanced Metering Infrastructure) functionality in CRM 2007

Hi Gurus,
Do we have AMI A(dvanced Metering Infrastructure) functionality in CRM 2007 ?
Actually one of our client is having CRM 2007 and wants to test the AMI functionality in Interaction Center Web Client
in CRM 2007. They are not sure whether CRM 2007 also support AMI and if yes to what extent.
Is there any SP avaible to get this functionality.
Post of the presentation available in the net is mentioning CRM 7.0.
Any help/information in this regards will be appreciated,
Thanks,

Hi
AMI features comes with the combination of CRM 7.0 & ECC 6.0 (specifically Enhancement Pack 4, which is due for release soon. AMI is not part of CRM 2007.
Ramana

New Partner Function in CRM (Solution Manager Service Desk)

Hi CRM Gurus!,
Even if this problem is present in my Solution Manager Service Desk I'm creating this thread here in CRM Forum because I thin'k I need the experience of one CRM Expert. Í´ve created this question in Solution Manager Forum also but I hadn´t solved my problem yet.
We add the partner function called "Additional Partner", but I don't know why in the tab "Partners" in the CRM transaction we want to add a new partner but in the partners combo the new one does not appear in the list.
The procedure that I did was: I created a new business partner function and I added this new function to my partner determination procedure, then in SPRO: "Define Partner Determination Procedures" -> I set the option "Only Functions Assigned in Procedure".
These are the values. fro my new function:
Function: ZSLFN004
Text: Additional Processor
Abbrev.: ZAMS
Function Cat.: 0008 Person Responsible
Usage: CRM Customer Relationship Managem.
Relatshp Cat: CRMH06 Is Responsible BP For
The partner functions in my procedure are:
00000001 Sold-To Party (CRM)
00000046 Approved by (CRM)
SLFN0001 System Administrator (CRM)
SLFN0002 Reported by (CRM)
SLFN0003 Support Team (CRM)
SLFN0004 Message Processor (CRM)
ZSLFN004 Additional Processor (CRM)
But in the transactions when I try to add a new partner in the partners tab only the follow functions appears in the combo:
00000001 Sold-To Party (CRM)
00000046 Approved by (CRM)
SLFN0001 System Administrator (CRM)
SLFN0002 Reported by (CRM)
SLFN0003 Support Team (CRM)
SLFN0004 Message Processor (CRM)
I don't know why my ZSLFN004 is not listed in the combo.
By the way, my function was created as a copy of SLFN0004.
Any help would be appreciated.
Regards
Gustavo Balboa

Hi Vishant,
Thanks for your answer, but some one in the Solution Manager forum gave me the answer few minutes ago :). The problem was that in some transaction types (I don't know wich ones or if it aplies to all) the category 0008 - Person Responsible can only appear once, my partner function was a copy of the function SLFN0004 - Message Processor and that function is defined with the category 0008, so I had 2 partner functions defined in the category 0008.
To solve the problem I just adjust my Z function and put the category 0016 - Service Team and let the relationship empty. Then the partner function is now showing in the combo at partners tab.
Again, thanks anyway for the time that you take to answer my question.
Regards
Gustavo Balboa

Replication of Partner Function from CRM 5 to ECC6 Issue

Hi experts
Is someone able to assist with pointing me in the correct direction to resolve a partner function replication issue please. We create all entities/BPs in CRM, and replicate them to ECC.
We have a custom partner function, ZF, that is held against Payer and Sold-to in ECC. This is a separate entity in CRM, but is sent according to relationship assignment to ECC. We have noticed that this partner function is not being updated correctly.
Scenarios:
Ending a relationship between Account/Customer (Payer/sold-to in ECC) and the Farm (ZF partner function) - the ZF partner function is removed in ECC. This is correct behaviour.
New Account or Customer creation in ECC with ZF relationship assigned, ZF partner function is being created in ECC. This is correct behaviour.
HOWEVER, when adding a new ZF relationship in CRM to an existing Payer/Sold-to, the ZF partner function does not get created in ECC. This is incorrect behaviour - new valid relationship should trigger ZF partner function in ECC.
Also, name changes to the ZF maintained in CRM, is not being updated in ECC for existing relationships. Instead, the Partner Function tab, ZF type, displays the old name for the Farm.
BUPAREL bdocs are being created and sent to ECC, however something is happening on the receiver end. How do we trace this, and does anyone have any ideas on where to start to find out what is happening here?
Many thanks
Cara

Solved, internal issue usage tab not being completed correctly so not assigning partner function

Worklist and Inbox functionality in CRM 5.0

Hello,
We would like to know the difference between the Worklist and Inbox functionality in SAP CRM.
Is there any change in functionalities of the two, in 4.0 and 5.0. What the different settings for these two functionalities in any system. How do we identify whether a system has implemented worklist or Inbox.
Thanks in advance,
Regards,
Faiz

Hi Faiz,
The best way to learn about the new functionalities is to refer to the release notes of CRM 5.0 which explaines all the new features of CRM 5.0
You can download this PDF document from service.sap.com. You need to have account to access this site
Regards,
Paul Kondaveeti

Duplicate Check Function in CRM when creating new BPs?

Hi
Three questions:
1. does anyone know if there is some standard way in CRM (we are on CRM5.0) to enable a duplicate check to happen when a new business partner is created - one that will warn that a similar BP already exists when the user goes to save (or even better, when part way through creation)? I have already looked into using the data cleansing cases in CRM, which is ok for existing duplicate records, but doesn't help with stopping them being created in the first place.
2. Is there a standard function/report available that will go through the database and identify any potential duplicate records? Or, does anyone know of some standard function calls/bapis etc that can be used by our developers to design something to do this for us?
3. Failing the above two, are there any recommendations out there for 3rd party add-ins for address/duplicate checks?
Any insight would be most gratefully received!
Regards
Cara

Hi Cara
SAP Business Address Services (BAS) is used for maintaining BP address data.
You can maintain any number of addresses for each business partner. One address per business partner is always flagged as being the standard address. You can define address usages by assigning the different addresses to the relevant business processes.
Postal data and information on different communication types, such as phone numbers, fax numbers and e-mail, can be assigned to the address. If you have only the name and the (mobile) phone number of a business partner but you donu2019t know the address, you can create a BP with this address-independent communication data.
Now Answer to your question
A postal validation for the postal code, the city and the street can be carried out by checking against the SAP Regional Structure. You can also use external software for postal validation, checks for duplicates, and error-tolerant searches. (For more information, please see SAP Note 176559.)
The following are examples of possible checks:
Postal codes, cities and streets, and combinations of all of them are checked for consistency. During the check, missing elements are added. For example, if you enter only the city, the postal code is added.
When you create and change a business partner, several phonetically similar, existing BPs are proposed for comparison purposes.
This prevents you from creating the same partner more than once.
Please let me know if this answered your questions.
Regards
Dinesh

Check the duplicate functionality of CRM 7.0

Dear Sirs,
could someone give me some Information about of checking and eliminating of duplicate business partner data records. This functionality should be already integrated in SAP CRM, how can I customize it?
There is a Data Quality Management Framework for SAP CRM, does someone know about that framework if it is integrated in SAP CRM already or is it to buy extra?
thanks a lot.
nice regards,
Consi

Hi,
if you refer to CND* tables those are tables involved in the condition master data exchange between ERP and CRM (on CRM side). Actual condition tables for pricing related condition records start with CNC*. In the help there is a documentation of the condition master data tables for pricing available: http://help.sap.com/saphelp_crm70/helpdata/EN/0e/91f9392486ce1ae10000000a114084/content.htm
Hope this helps.
Best Regards,
Michael

Call Function in CRM to fetch invoice no. for given cancelled invoice no.,

Hi,
Can anybody suggest me Function module in CRM that gives details of billing document when its corresponding cancelled billing no. is given as input.
Ex. Invoice no. is 'X'.
When 'X' gets cancelled , a document gets generated of type cancelled billing type . Cancelled invoice no. is 'Y'. So on passing 'Y' as input, FM should ouput 'X' details. Anybody can suggest me which FM to use in CRM.
Regards
Devika.S

Hi Devika,
Check the Table: /1BEA/CRMB_BDH in CRM
You can pass the cancelled invoice Y in the field REFERENCE_NO and you will get the Invoice cancelled X in the field HEADNO_EXT.
Hope i answered ur querry
Regards,
PePe

Rescheduling functionality in CRM 7.0 EHP3

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