Sales Order in IC Webclient

Hi members,
I'm new to CRM so please excuse if my question is stupid. I'm trying to create a new sales order it says "Navigation isn't possible as there is no business transaction". How can i creare a new sales order?i would be very thankful if anyone could help me out of this.
Thank you,
Sunil

Hi Sunil,
You have to assign a transaction type to your Business Transaction Profile.
Steps are
1.IMG--> CRM --> Interaction Center WebClient --> Business Transactions --> Define Business Transaction Profiles
2. IMG-->CRM --> Interaction Center WebClient >Basic Functions> Define Navigation Bar Profiles
Best would be that you try the Best Practices for webclient(C78). It will surely help
The link for the same is http://help.sap.com/bp_crmv250/CRM_DE/index.htm
Hope this would help.
Regards,
Rekha Dadwal
<b>You gain a point for every point that you reward. So reward helpful answers generously</b>

Similar Messages

5 Ways to Handle Sales Orders in IC WebClient: Which is Best for You?

Hello Interaction Center community!
If your IC project includes CRM Sales, or if you are considering adding support for sales processes, check out the following article which has been posted by permission of CRM Expert
(crmexpertonline.com) and Wellesley Information Services.
[5 Ways to Handle Sales Orders in IC WebClient: Which is Best for You?|https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/3040e1d3-da06-2b10-afa3-e0952aac10a1]
We want your feedback. Which sales option are you using in your project? What were the main decision criteria? Please reply with your input. At least two points will be rewarded

Over 90% of our orders come in via CRM ISA or EDI.
B/c of the reasons mentioned in the article we use R/3 for entry of the remaining orders as well as order management. Since R/3 was live years before CRM, there are custom exits and fields required that would be an investment to replicate. Changing the plant on the line item is a common occurance for our business. Of the CRM scenarios X,Y,Z we use scenario X where once the order is touched in R/3, R/3 becomes the owner of the order.
Our CRM version just upgraded to 5.0 and our R/3 system is now being upgraded to ECC 6.0. As our do use the IC web client, we are investigating trying to move to the ERP Sales order. The upgrade architecture will also open scenario A where either CRM or ECC could change an order even though X should still support our requirements.
Glenn

IC ERP SALES ORDER

Hi CRM ICWC Guru's,
Could you please help me what is the use of maintaining the below img path for IC ERP Sales Order.
IMGCRMCRM cross application componentsGeneric interaction layer/object layer component specific settingsDefine object model for ERP sales order in IC webclinet.
Help is highly appreciated. Thanks in advance.
Cheers
Lingaraj M

Our system came pre-filled with 31 entries and we didn't need to make any changes.
The configuration required for us was in SPRO > CRM > Interaction Center Webclient > Business transaction > ERP Sales order
1st 3 of the 31 entries
ERPAdminH     ERPHeaderCondSet     ERPCondSetH     C 1     A 0..1     C Aggregation     ERP
ERPAdminH     ERPHeaderDocFlowSet     ERPDFlowSetH     C 1     A 0..1     C Aggregation     ERP
ERPAdminH     ERPHeaderIStatus     ERPIStatusH     C 1     D 1..n     B Composite     ERP
Define Object Model for ERP Sales Order in IC WebClient
Use
In this Implementation Guide (IMG) activity, you can view the complete object model for the Enterprise Resource Planning (ERP) sales order in the Interaction Center (IC) WebClient. All relations used in the ERP sales order must be available in this table.
Requirements
Only those object relations that can be derived from Customizing entries can be added. For example, the relations for object ERPPartnerSet are taken from partner function maintenance.
Default Settings
In the standard system, this table contains all entries required for all applications that use the generic interaction layer (GenIL) with reference to the ERP sales order in the IC WebClient.
Existing entries should not be changed or deleted since this may affect other applications that are also based on the generic interaction layer.
You can add object relations if they are necessary for your interface modelling.
Activities
Use the input help (F4) to enter the source object and the relation name. The other fields will be filled in automatically.
See Also
You can make settings for the ERP sales order in the following IMG activities:
- Define Profiles for ERP Sales Order
- BAdI: Change ERP Sales Order Data

Default sales Transaction in Ic Webclient 2007

Hi,
When we create a new Sales order in IC Webclient, I assume the default Transaction type is TSA (telesales). How can I change it to TA (Standard order). I was looking at business transaction profile, but where should I assign this in a Business role in CRM 2007?
Thanks

Hi Praveen,
If you've made the proper settings for TA in the Business Transaction Profile, then you assign this Business Transaction Profile to the Business Role, also in customizing:
In IMG go to Define Business Role>Choose Required Business Role and highlight>double click Assign Function Profiles folder on left side>find or add entry for IC_BT>click value help and find Business Transaction profile you created/modified.
Does this answer your question, hopefully?
Take care,
Kim
Edited by: Kimberly Davis on Jun 25, 2008 1:21 PM

Adding Assignment Block to Sales Order Screen

Hi
We enhanced the SAP GUI CRMD_ORDER screen to have a new tab and added custom fields to it. This was done using easy enhancement workbench.
Now we want to do the same thing to the Sales Order Screen in Webclient UI.
I have seen a lot of discussions in the forums, but for a beginner like me it is confusing.
Can someone please guide me on how to do it?
I have set up webclient UI and everything is working fine but I am not aware on how to create new assignment blockand add fields to it since the building block does not have it listed.
Any help would be appreciated.
Regards
Jimmy

Hi Stephen
What we did in EEWB was we created a new tab on Sales Order Item Details called 'Customer Fields' and added some new custom fields there.
We want to change our Webclient UI Sales Order Item Details screen (BT131I_SLS) to add a new assignment block (Customer Fields) and insert the custom fields in it.
I am trying to figure out how to do it. I saw the link to the blog that you had sent but before I can add new fields I have to figure out how to add a new assignment block on Sales Order Item details.
Like when we click on item on sales order screen we get assignment blocks shipping,shipping transactions,Billing.......I want to create a new one called 'Customer Fields' and some custom fields there.
Your help is appreciated.
Regards

ERP sales order and Quotation

Hi All,
I need to access the ERP sales order in IC webclient. Can any one explain step by step procedure to achive this.
I also need to access the ERP quotations in IC webclient. I believe we need transaction launcher to achive this. Is this true. Please explain how this can be done.
Is there a Best Practices documentation for these?
Points will be rewarded *
Thanks you

Hi Ram,
Follow below steps if you want to use transaction launcher for creating ERP Sales order and ERP quotations.
1. Create a transaction Lancher using wizard
IMG: CRM-> IC WebClient -> Basic functions -> Transaction Lancher -> Configure Transaction Launcher ( wizard)
Step 1 : Select entries
            Here you can the name of the Transaction launcher ID
            and leave other fields empty
Step 2: Technical Details
            Here give the class name ( Zclass name)
Step 3: Further technical details
            Give the logical system of your R/3 system, BOR
            object type BUS2032 and method as                      CREATEMULTIPLE
Step 4 : Transaction parameters
            Select the parameter SALES
Step 5 : Activity clip board
            Leave blank
2. Create Navigation bar entry and Profile
IMG : CRM-> IC Webclient -> Basic functions -> Define Navigation bar profiles
Go to Define entries and create a new Navigation bar entry ID
Select the navigation type as launch transaction.
Give the launch transaction ID as the one which created through wizard.
Go to Define profiles and create a new navationbar profile by copying the most relavant standard profile.
Add the navigation bar entry to the newly created profile.
3. Assign the navigation bar profile to IC webclient profile.
IMG: CRM --> IC WebClient --> Define IC Webclient profiles.
Here you assign the navigation bar profile to IC Webclient profile.
Reward points if it helps.
Regards,
Madhu

The IC WebClient profile does not have a component 'ERP Sales Order'

Hi CRM Experts,
While creating the ERP Sales Order in web-IC
we have bumped into following error:
"The IC WebClient profile does not have a component 'ERP Sales Order'".
And also we are not able to see sales area data and Plant data in the drop down lists.
we have done the following settings:
1) ERP Sales Order Profile:we have defined ERP Sales Order profile,maintained RFC destinatin and assigned document type to ERP Profile.
2) Business Transaction Launcher: We have defined the Business Transaction Profile and assigned dependent business transaction.
3) We have assigned the Business Transaction Profile to the Navigation Bar Profile.
Please suggest me regarding above error also let us know did we miss any configuration?
Waiting for your valuable inputs.
Regards,
Sree.

Hi Sree,
There is a setting needed for the IC webclient
ERP_SALES_ORDER
you need to define ERP sales order profile and assign it to your ic webclient profile.
And the ERP sales order scenario can only be used with a ERP 6.0 backend system, at least.
Hongyan

IC Webclient - Sales Order & Taxes for Standalone.

Gurus,
I need documents for standalone configuration for Sales order and tax configuration in IC Webclient
I have already created products but having problems with configuring SO.
Please could pls share some documents with me.
Regards,
Shreya Kadu
Edited by: Lynn Gordy on Dec 10, 2008 3:08 PM

Check this thread whether it helps you
[Re: Tax based on Sold to Party or Bill to Party|Tax based on Sold to Party or Bill to Party.;
thanks
G. Lakshmipathi

Webclient Interaction record for R/3 sales order

Hi,
we need to capture the interaction record for each and every call related to order. we don't want to use the webclient or pcui sales order becuase of their limitations... we want all the feature of R/3 sales order like extended material search, purchase order type.... kind of fields and search help on them.
so what is the best way to approach if we want the order to be created in R/3 and capture the interaction record? would a regular BOR call from webclient for R/3 Sales Order would do it?
thanks,

I would suggest we still use the Interaction Record Functionality in IC Web . So thi is what I am suggesting :
1. Customer calls in for placing a Order
2. CSR receives the call ( CTI ) and Confirms the Account . Once Clicked on Confirm , you can auto navigate to Interaction Record View
3. CSR can capture whatever details , INtereaction Record Specific ( Like IR Type -> Order etc ) , and Save to create the IR .
4. Once Saved , You can dynamically make available , Button or Navigational Link 'Create Order' ( Will Only appear if IR Type is 'Order' etc ) .
Now Clickin on Create Order , you have different options
i) Launch into ECC ( VA01 ) using Transaction launcher to Create the Order
ii) If you are on CRM 5.0 , make use of the new CRM Sales Order Creation ( This Basically provides a very Intuitive BSP View , however the Orders are getting created in ECC Itself , No Replication required )
Hope this helps.

Material Description is not getting updated in IC-WebClient ERP Sales Order

Hi Experts,
The issue is with ERP Sales Order in IC web client.
Scenerio:1
While creating the Sales order, If we enter a product in Line Item 10 , which is mapped (Product Type) in both the systems(CRM&ERP) . It will take the description for that product correctly. If we enter another product in Line Item 20 , which is not mapped (Product Type) in CRM system (only available in R/3) the description of the previous line Item product (Item 10) inherited to Item 20 instead of taking the description of Item 20.
Scenerio:2
If we enter a product in Line Item 10(as a first Item) , which is not mapped (Product Type) in CRM system (only available in R/3) It will take the correct description for that product . And there is no problem for Second line Item, even though the Second line Item is not mapped (Product Type) in CRM system (only available in R/3)
Technically speaking :The Product which is mapped in both the systems is entered as first line item , this product description is copied for all the line items below (i.e 20,30,40) which are not mapped in both the systems. As and when we entered a mapped product in line Item 50 , It is taking the correct description of Item 50
Kindly advise.
Thanks in Advance,
Raja
Edited by: Raja Parasa on Feb 26, 2010 5:23 AM
Edited by: Raja Parasa on Feb 26, 2010 5:24 AM

Hi Raja,
This looks like a bug.
sorry for not answering ur question.
However, since you are using ERP sales order, i request you to look at my issue in the below thread and answer if you had similar issue.
let me know if i can speak to you in person.
GATP (APO) Check results in ERP Sales order.
thanks
shree

Sales Orders created in IC webclient are not replecated from CRM to R/3

Hi All,
The problem started when we modified the components in CRMV_GENIL transaction. We created a new component ZBT by copying the existing BT. The new component was added to our component set.
What is happening now is that any sales order we create from IC Web is not replicating to R/3. They get the system status Distribution lock and remain in CRM. The orders being created from CRMD_ORDER are being replicated, The natural approach was to check the SMW01 queues. All BDOCS are in status F02 or completely processed.
The only difference I could see was when I took the messages associated with the BDOCs. The once which did not replicate had the extra message No upload to R/3 while the replicated ones only had the R/3 Adapter called message.
Can you tell me if I need to make any changes in configuration elsewhere in the configuration? It would be a big help.
Regards
Raghu

Hi..
If the Order is available in R/3. .then its is success replication.. The Document Flow of the CRM order from CRM --> R/3 the reason u get this message "BUS2032 with key 0065000048 cannot be displayed in system R/3 Logical System Client 300" is due to the RFCUSER is set as communication type.
if the type is set to Dialog in the tcode SU01, then u won't get this message..
But this is not recommended.. The RFCUSER need to be as Communication
Is this helpful..?

How to see Sales order confirmed ATP date in SNP?

Dear experts,
The sales orders shown in SNP are in the time bucket corresponding to the requested date by the customer.
We would like instead to see the sales order in the time bucket corresponding to the ATP confirmed date,
do you know if this is possible?
Thanks
E

Hello Sandeep,
I suppose that the sales order you're talking about was just created in the WebClient itself? Normally a sales order is replicated to R/3 when you save it. When you save it the sales order itself becomes locked ('distribution lock'). On the sales order screen, when you press save, is the order locked (are the fields read-only)?
Normally, just saving the sales order should trigger a replication/distribution to R/3, you don't need any new buttons or anything other fancy
Regards,
Joost

ERMS : Send mail on saving Sales Order

HI,
How can we send mail through ERMS on saving the Sales Order. I know about ERMS...All setting are done but i don't know on which event this will get trigger. i have maintained the following rule :
If
ICWC_Order:type Equals Home 'ZXX'
Then
Forward eMil To ( Forward To = "abc@abclcom"; Forward From = acb@acbcom )
I know we can call this action in IC webclient through ESCALATION button. But how we can call this action on SAVE ORDER.
Please Help...
Regards,
Ankush

Hi Ankush
You can also achieve the same results using actions.
Here are some details how it works:
1. Action profile which triggers an email on Order save. Assign the action profile to Transaction
2. Smartform to put data email
3. Forward To address can picked up from Partners
4. From address can be setup in SCOT
Hope this helps
Rupesh

Issue in creating Sales Order in CRM 7.0 IC WEB

Hello Experts,
I am working on CRM7 and ECC 6 integration. I have configured Sales Order ( transaction type ZOR) in CRM. Using GUI the sales order is properly created in CRM and getting replicated to ECC without any issues.
I started configuring IC web UI, systematically followed C04 and C78 and completed all the steps including IC_BT transaction profile customization but inspite of this I am unable to create sales order in IC web.
I am geting error "No transaction type available for creating transactions" and if I go into details of this error it shows a page as follows
Diagnosis
No transaction type is available when creating a transaction. This can be due to the following reasons:
u2022     No transaction type is available according to Customizing
u2022     The user has no authorization for the transaction type
System Response
It is not possible to create the transaction.
Procedure
Make sure that:
u2022     The transaction type is set up in Customizing
u2022     The user has authorization for the transaction type
I have checked everything , nothing seems to be wrong. Can anyone advice how to resolve this issue
Thanks and Regards
Ambar

goto IMG where you defined the ZOR. Select the ZOR and choose Channel on the left, is ICW Interaction Center Webclient a choice? or add it.
We noticed that once any transaction was set to an option, we had to set these for all transactions in the ICWC, ISA, Gui, etc.

Condition records in ERP sales order still there after deletion

Hello,
I have maintained all the settings needed for lean order (creating ERP sales order from crm opportunity in CRM webui).
Now when i create a ERP sales order in CRM using LORD, there are certain condition values determined correctly (note that they are variant based condition values).
However depending upon the sales scenario, certain conditions are to be deleted from pricing details at item level. So, far no issue.
After I save this ERP sales order, and go to see it in our ERP system, i find that those condition values are still there !
I am unable to understand why this is happening.
Please help me.
Regards

Hi,
Thanks for your reply, for your question "One more point confirm with you, you create sale order in CRM as a CRM order ( type LORD), and the order will transfer to ERP by CRM middleware, right?" , the answer is no i dont create a CRM order, however i create an ERP order in crm webclient. This feature of CRM 7.0 is explained in following documentation:
http://help.sap.com/saphelp_crm70/helpdata/en/17/99fb62928c46c28c10f3ebc52fdfa8/frameset.htm (then navigate to Entry of ERP Sales Transactions in SAP CRM)
As you also asked me to change the settings of condition type as manual input, which cannot be done because this will affect our business process to large extent, and my users will not accept it, hope you understand my situation
Please let me know if you can help me in some other way, or you want me to check some more settings.
Regards
Edited by: ar_on_crm on Jan 6, 2011 11:03 AM

Sales Order in IC Webclient

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