Sales Organization data in Account Fact Sheet

Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
We are using account factsheet BP_ACCOUNT_FS.In this account sheet,data is not populated or not able to select the org data in view " Sales Organization Selector".same data is appearing in Account Overview page.
Same type of issue (Account Shipping data, Account Sales data, Account Billing Data etc is not coming in factsheet)was posted eariler and status of post is resolved but solution is not given.
Please help us in this issue.
Regards,
Urvashi

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My requirement is like this:
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My question is where is the code written for this functionality. The tool bar based buttons defined in the implementation class of corresponding component like get_buttons, get_system_buttons etc are not at all defined Also there is no coding written in the HTML page of the view.
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Narendra

Hi All.
We are working on SAP CRM 7.0 EHP2.We need to show account factsheet on Account Overview page in IC-Agent Role.
We are using account factsheet BP_ACCOUNT_FS.In this account sheet,data is not populated or not able to select the org data in view " Sales Organization Selector".same data is appearing in Account Overview page.
Same type of issue (Account Shipping data, Account Sales data, Account Billing Data etc is not coming in factsheet)was posted eariler and status of post is resolved but solution is not given.
Please help us in this issue.
Regards,
Urvashi

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Hi experts.
We're having problems with the account fact sheet on the ICWeb.
Even though our test customer has sale orders assigne when we select Order History, the fact sheet shows no data. Nevertheless, when we press button new order and then Order History, then the sales order`s list is available.
By the way, we are using view ICCMP_ERP_ORDER.
Please, can anyone help us?
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Almudena

Hello,
I'm facing the same issue at the moment. I have check all customizing, and I didn't find why the sales area, shipping and billing data are still blanck when I logged through CRM WEBUI.
It will be very pleased, if you can tell me how you solved your issue ? maybe it will be the same for me
Thanks in advance
Best Regards
Alexandra Rodriguez

Service Orders ,Complaints,Sales Orders,Service Requests, data in Accoun fact sheet screen?

Hi Team,
Account related data is not populated in the service order data view and sales order data view and service request view in the account fact sheet screeen?
We are using account factsheet BP_ACCOUNT_FS...In this account sheet,data is not populated .Service order assignment blocks is not populated..
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Kalpana

Hi Arden,
Thanks For your reply.
They are maintainig the account fact sheet ZCC_FS_ACT in work center ,PFCG role id - SAP_CRM_UIU_IC_AGENT ,.Now account fact sheet is avialbe in work center of icagent.Now if we open any account- then click account fact sheet there is no data is not displayed in assignment blocks of service orders,service sales and ibase all....
Data is not populating in accoutn fact sheet..,..if you possible tell me steps and how to do it.?and if you share any information its great and help ful for me?
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kalpana

BW Query in CRM Account Fact Sheet : Error

When selecting a BW query in the account fact sheet : the following error message is shown :
"Query can not be loaded (Data Provider "DP_1" : No service-implementation is available)"
Do we need to create a web service for this ?

Hi there!
There are at least two connections required:
1) RFC connection from CRM to BW java stack,
2) Within the CRM fact sheet, the BW source also needs to be defined.
Check out
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  CRM Middleware and Related Components  Communication Setup  Middleware Parameters  Define Middleware Parameters
2.     Choose R/3 customer fact sheet and order status.
3.     Choose New Entries (F5).
4.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSOLTP
Parameter 1     CRMCFSOLTP
RFC Destination     <RFC destination for the ERP system>     RFC destination has been created in building block CRM Connectivity
5.     Choose Save (Ctrl+S).
6.     Choose Back (F3) twice.
7.     Choose BW customer fact sheet.
8.     Choose New Entries (F5).
9.     Create the following table entry.
Field name     User action and values     Comment
Key      CRMCFSBW
Parameter 1     CRMCFSBW
RFC Destination     <RFC destination for the BW system>     RFC destination has been created in building block BI Connectivity
10.     Choose Save (Ctrl+S).
Procedure
1.     Access the activity using the following navigation options:
Transaction code     SPRO
SAP CRM IMG menu     Customer Relationship Management  UI Framework  UI Framework Definition  Fact Sheet  Maintain Fact Sheet
2.     Choose BP_ACCOUNT_FS.
3.     Choose Copy As.
4.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_ACCOUNT_FS
Fact Sheet Title     Otis Account Fact Sheet
Description     Otis Account Fact Sheet
5.     When prompted, select Copy All Dependent Entries.
6.     Choose Save (Ctrl+S).
7.     Choose ICCMP_FS.
8.     Choose Copy As.
9.     Maintain the following table entry.
Field name     User action and values     Comment
Fact Sheet ID     ZOTIS_IC_AFS
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Description     Otis IC Account Fact Sheet
10.     When prompted, select Copy All Dependent Entries.
11.     Choose ZOTIS_IC_AFS.
12.     In the Dialog Structure on the left, double click and select folder option View Assignments.
13.     Choose New Entries.
14.     Maintain the following table entry.
Field name     User action and values     Comment
Component Name     BP_FACTSHEET
Interface View     BIReport
Inbound Plug     DEFAULT
Title     BI Report
15.     Choose Save (Ctrl+S).
I hope this helps.
John Hawk

WEBUI Account Fact sheet

Hi Gurus,
I am working in CRM 2007 and in my current system, after identifying the account and confirming it; I am able to see the account fact sheet. I set the account fact sheet in such a way that it displays the installed bases, Complaints and Service Tickets.
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Sharath.

Hi Sharath,
Please check once again that you are pulling the correct Object ID field in the result list. You can verify by looking into the technical properties of the field.
If still it doesn't work, you can write your own code by pulling the value from the database and setting the property of the object id in the result value node of the fact sheet.
I hope this helps.
PLease revert back if you have more questions..
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I have created a custom fact sheet by copying fact sheet BP_ACCOUNT_FS. Also, I have added the inbound plug MKTGCAMPAIGNS (component is BP_FACTSHEET) into this fact sheet.
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Hi,
the marketing campaigns block in fact sheet will not work. and it seems that this will not be corrected given a lot of difficulties.
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Hello experts,
I have a question concerning the account fact sheet:
We want to show the IBASE of the customer in the Fact Sheet (BP_ACCOUNT_FS), so I went to the Workbench and added the IBASE Component Fact Sheet. Unfortunately the available fields don't contain information about the product ID.
Within the Account Fact Sheet of the IC WebClient the section of the IBASE does contain information of the product ID.
So is there a possibility to use the IBASE section of the ICCMP_AFS in the BP_ACCOUNT_FS?
(Adding the ICCMP_IBASE0001 to BP_ACCOUNT_FS in Customizing and Workbench withour additional settings did not work).
Thanks for your help in advance!
Regards Anne

Hi Aakshi,
Please check in transaction SICF in the BW system that the required service is activated - note 1124553 will help with this.
Kind regards,
Vanessa.

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Hi All,
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Hi S Reddy,
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Best Regards,
Nikolas.

Hello Nikolaos Kapsalis,
I belive you have created an oss message for this issue. If you haven't, then he is the response for your question
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CRM 5.0 BP - Account Fact Sheet session pass to R/3 transaction iView

I am using CRM 5.0 business package in EP 7.0 and I am customizing the "Sales Representative" CRM role in Portal.
<b>Scenario:</b>
I navigate the 'Account Management - Overview' and select an account. Then I navigate to the 'Fact Sheet' link and I can automatically see the account selected earlier in the 'Fact Sheet Summary'.
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We are encountering the same issue; have you had any luck?

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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
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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

Sales Organization data in CRM

Hello,
We have around 1000 Sales Organizations in a CRM Standalone system that have now to be set in a new CRM system, but we do not have intentions of integrating the two systems. What we are doing is manually taking the data into an excel sheet. But this is rather time consuming in PPSMA_CRM transaction.
Is there a way to directly get the data in an excel sheet from the above transaction? We do not intend to use a BAPI or a custom development for the same.
Would appreciate any help.
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Priyanka

Hi Priyanka,
You can transport the Complete Org from your existing system to the other.
For doing the same use program SE38 , RHMOVE30.
This program can be used to complely transfer your org model.
I am sure we cant upload org from a excel fiel.
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Arun Kumar
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node Note1[1,1]
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Only 3 SET TYPES in the "sales and distribution" tab can be made editable by adding them in the table CRMC_PRD_CHANGE.
CRMM_PR_SALESA, CRMM_PR_SALESG and CRMM_PR_SALESG
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Jeff

Hi Jeff,
I am afraid whether one will be able to edit a product which is downloaded from R/3 to CRM. All the changes should be done in ERP and the same will be downloaded via delta download.
Please have a look into the following thread:
Products in CRM doesn't have Sales and Distribution Data
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Sales Organization data in Account Fact Sheet

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