SAP CRM Critical transactions list

Please suggest how can I get complete list of CRM critical transactions?

Hello!
This page might be helpful:
[http://sapbytes.wordpress.com/2008/12/23/crm-tables-and-transaction-codes/|http://sapbytes.wordpress.com/2008/12/23/crm-tables-and-transaction-codes/]
Best regards
Arno

Similar Messages

Assigning the SAP CRM 7sales transaction type to view in WEB UI?

Hi CRM Experts,
Can anyone show me th path or TCode, where the Business transaction types (Leads, Quotation and orders) are assigned in the backend of SAP CRM to reflect the same in the front end i.e., WEB UI?
Would appreciate responding ASAP.
Regards
Succhi

Yes, as Jan said, this is done in basic customaziong of transaction types under spro>crm>transactions>basic settings>define transaction types. There you define for each transaction type the Transaction Category that it is using. Like for lead it is BUS2000108, for opportunity it is BUS2000111 and for quotations and orders it is BUS2000115. Quotations and orders have the same transaction category but then it depends on the customization of item categories that are assigned to the transaction type if they behave as order or as quotation.
Regards.

SAP CRM Interactive Reports List

Hi,
Can anyone help me in getting the list of ' SAP delivered CRM Interactive Reports'
Thanks
Ravi

Hope you are looking for CRM - Interaction Channel Analyses. reports
Check the below link
http://help.sap.com/saphelp_bic735/helpdata/en/ee/be7e4050336e1de10000000a1550b0/frameset.htm
Check the report names
Channel Mgt.: Activity History
Channel Mgt.: Activities, Opportunities, and Sales Orders by Cou
Channel Mgt.: Closed Activities
Channel Mgt.: Expected Sales volume
Channel Mgt. : Lead Funnel Analysis
Channel Mgt.: Opportunity Funnel Analysis
Channel Mgt.: Quotation Funnel Analysis
Channel Mgt. : Sales Pipeline Analysis
Channel Manager Partner Base

CRM Service Transaction Types availability in ECC table CRMC_SRV_BILL_PR

Dear experts
I need to customize ECC IMG object CRM_SRV_BILL_MAP (SPRO -> Integration with Other mySAP.com Components -> Customer Relationship Management -> Settings for Service Processes -> Billing Integration -> Map Transaction Types and Item Categories).
This is to map SAP CRM Service Transactions to SAP ECC Sales Orders for triggering Debit/Credit Memos based on Service Orders. However, the table in which CRM Service Transaction Types are stored is empty (CRMC_SRV_BILL_PR) - how to we get the data in there?
For some reason, we have one client where this info is available, in another one it's not. We are not sure whether this might be a download object, or if customizing on ECC side is required?
Thank you in advance for all helpful replies!
Christian

Hi,
As far as my knowledge goes in this area, i have worked on this in my previous project with R/3 version being 4.7. We have had to manually maintain the configuration in the table that you are reffering to. So you would need to maintain the document type to be created and also assign the item categories acordingly.You will ofcourse need to configure the document types and item categories that are relevant to create a debit/credit memo in R/3. Also, you will need to map the CRM item categories to the R/3 credit/debit item categories.
Hope this helps
Shiloo

Create a service contract under SAP CRM

Hi,
I try to create a service contract under SAP CRM with transaction code CRMD_ORDER but when I click on "Create" button, nothing display !
Is it possible to create a contract under SAP CRM ?
In the end, I would like to replicate a contract from CRM to ISU.
Thanks by advance for your help !
Best regards,
Rémi

Hi Remi,
In transaction CRMD_ORDER, click F5 button and under "Service Contract", just choose the transaction type you'd like to use. Examples:
Contract w. ERP Bill
ITIL Serv. Contract
Remote Service Contr
Serv Cont Quote.
Service Contract
UBB Service Contract
If nothing is displayed, this may mean that transactions have been blocked. Therefore, you have to follow the path under IMG: Customer Relationship Management -> Transactions -> Basic Settings -> Define Transaction Types, and disable the "Inactive" flag.
So yes, it is definitely possible to create a service contract in SAP CRM. However, it is recommended that you use WebClient UI with business role SERVICEPRO instead of GUI, for most of the time.
Edited by: Kivanc Bilgin on May 18, 2011 2:39 PM

Filtering My Open Task in SAP CRM based on Status, Transaction & Partner Function

Hello
Whenever i create a Task in SAP CRM, it displays that transaction in the My Open Task of all Business Partners involved in that Transaction.
I want to restrict the My Open Tasks based on Transaction Type, Status and Partner Function.
1) The system should work as it is for all other Tasks but for my Custom Transaction Type the logic should be based on status of the Transaction
2) When My Open Task component is prepared the system should consider the Status and Partner Function as well i.e. if the status is Approval of Manager, the system should show the Open Task only to the Manager and not other parties.
3) if the status of the Transaction is Open, the system should only display this Transaction / Task only to Employee Responsible and not to Manager and other people involved in their My Open Tasks.
I have gone through the following post in SCN:
https://scn.sap.com/thread/2056959
I have implemented the method DO_PREPARE_OUTPUT as per the post but it does not do anything. When i redefine the method GET_QUERY_RESULT and remove everything,it does not prepare any list.
If possible please specify which method needs to be redefined in the component/view CRMCMP_GS_WC/TodaysTasks & if possible please share the code that needs to be maintained in that method.
Thanks

Hi,
Method DO_INIT_CONTEXT should be redefined
This should be redifined to get the collections with your required filter criteria.
* get the collection of entities for the tasks
lr_col = get_query_result( gc_status-open ).
If this does not help, Delete the collections which are not required after above selection but before this code.
me->typed_context->resultnew->collection_wrapper->set_collection( lr_col ).
Thanks
Ajay Singh

Transaction for services SAP CRM

HI Experts,
Please provide the document related to Services .
wat are the different types of services.
Regards
Prajith P

Hi,
As per my understanding, you a looking for a document which will provide you with the list of Transactions.
Have a look at the document below:
[SAP CRM Transaction Codes|http://sapbytes.wordpress.com/2008/12/23/crm-tables-and-transaction-codes/]
Also, for a detailed Service Processes associated with SAP Service you can have a look at the following:
[ Service With SAP CRM|http://findpdf.net/pdf-viewer/Service-with-SAP-CRM.html]
Hope this will help.
Thanks,
Samantak.

Pop-up screen not showing while accessing transactions in SAP CRM WEB-UI

When we are logging on SAP CRM WEB UI, for transactions like Lead, Complaints and Activities-
Sometimes Pop up screen is showing for selecting transaction types, but sometimes it is not showing.
We have tried it on different work stations with same user id and standard business roles , but we are not able to trace the problem. Also with same id sometimes error shows, "No business roles attached, not allowed to logon,
after that when we tried on other workstation with same id we were able to access all transactions.
Please suggest what would be the problem.
Rishikesh

This is sporadically occurring issue hence I cannot pin point one single reason. Since sometimes you are able to logon and some time not certainly it could not be a Role authorization issue.
Just check if your business role is properly configured. Thats all i can say.
Regards
Kavindra

To create the follow up transaction automatically on status change in sap crm?

To create the follow up transaction automatically on status change in sap crm? If yes, how to make the setting for this?

Hi vishal,
As per the requirement transaction type is activity(ACTI) & sales order(TA). when the take order objective is complete system automaticaly craete a new activity of tele sales call or metting with wholesaler.
this is requirement of client.
now i am already create all type of transaction types of activity & sales order & create follow up transaction also. i have doam already create action profile also but when i am assign this action profile to transaction & try to create an sales order no follow up transaction could be create automatically. i think the condition is not right so please help me out in this. what should be the start & schedulec condition for this scenerio

How to use ale/idocs in sap crm to transfer master and transactional data

hi all,
I am working on sap crm7.0 ehp1. I want to transfer my master and transactional data from crm development system to crm quality system here through idocs. I am aware of basic ale settings and successfully transfe the ztable data through idocs. But i am not able to find any proper step by step procedure for maste and transactional data in sap crm. Also sap ecc tcode NACE is not available here.
pls help..
regards,
kavita chaudhary

Kavita,
In CRM, Exchange Interface (XIF) ALE/IDOC is available to transfer master and transaction data. You can go through the following link for set up.
Basic Data exchange set up for ALE IDocs - Wiki - SCN Wiki
You can extend the standard XIF IDOCs using Transaction BDFg as well.
Thanks,
Ravi

I defaulted input help field (pick list) but SAP CRM still asking for one

We are running SAP CRM 7.0.
Some fields as you know are dialog / pick list fields.
What I mean by this is they are input help fields where you
can click a little square (in sap crm 7.0) to the right of the text box
and it brings up a dialog screen of values that you can select from.
Here is an example screen shot of what I am talking about:
http://img834.imageshack.us/img834/5676/imageschak.png
So what I have done is implemented the GETTER function for this input help field so that by default it has a value.
The code is like so:
method GET_CURRENCY.
CALL METHOD SUPER->GET_CURRENCY
EXPORTING
    ATTRIBUTE_PATH = attribute_path
   ITERATOR       = iterator
RECEIVING
    VALUE          = value.
      if value eq ''.
        IF sy-langu EQ 'E'.
          VALUE = 'USD'.
        elseif sy-langu EQ 'D'.
          VALUE = 'EUR'.
        ENDIF.
      endif.
endmethod.
Here even is a link to this method that I created: Field Currency of Context Node BTADMINH - How to set default
The method works great it sets the default of the currency to say USD. When I click the create button to create an opportunity the field currency is set to USD, this is great because it makes my job easier that I dont have to click the input help button and select a currency, it is already there.
But once I click the "Save" button for an opportunity I get a small error in the error notification box that tells me I need to select a currency! But why is this happening a currency already exists? So If I click the input help (the little button) and reselect the currency value USD then save my opportunity this error goes away.
The question is why does this happen? I need it so that the default currency value is recognized by the SAP CRM system. Why do I have to go back in and re-select the currency if it is already set? Is there some sort of consistency check or something I need to do to eliminate this problem?
Here is a screen shot after creating an opportunity with the default Currency set to USD (this means I did not select USD in the dialog input help it was defaulted by the getter method:
http://img832.imageshack.us/img832/3011/enteracurrency.png
Only if I go back into edit mode and actually click the little square to bring up the dialog of values and select USD does this error go away. Why does this happen ?

I called SET_CURRENCY right after setting my value and the error is now gone.
SET_CURRENCY( EXPORTING ATTRIBUTE_PATH = ATTRIBUTE_PATH
                iterator = iterator
                value = value ).
Got the tip from Pieter who has a good blog on SAP CRM: http://sapcrmweblog.blogspot.com/

Any report or Table to see the list of orders with errors in SAP CRM?

Hello All,
Can anyone help me in getting a table or report to find the list of orders with errors in SAP CRM?.
Let me know if you need any additional information.Thanks in advance.
Cheers
Sreedhar
Edited by: sreedharhazari2 on May 26, 2010 11:59 AM

Hello Chait,
I got the solution by this report CRM_ORDER_CHECK_STATUS.
Anyhow thanks very much for your inputs.
Cheers
Sreedhar
Edited by: sreedharhazari2 on May 30, 2010 8:48 AM

Looking for list of topics in sap crm

hi every one,
i was looking for list of topics in sap crm as i was entirely new to sap ..
so pls guide with links for getting documents related to the topics.
it would be nice, if i good glance about the topics and the documents related to it as soon as possible.
and let me know how far CRM would survey in the market ...

HI,
Start to research SAP CRM by WIKI:
http://wiki.sdn.sap.com/wiki/display/CRM/CustomerRelationshipManagement
Denis.

Task based UI (Guided Procedure) in SAP CRM 7.0

I am trying to build a Task Based UI in SAP CRM 7.0. I followed the steps which SAP mentions but unfortunately i can't get it work.I am a functional consultant and so its quite possible that might have missed something critical
This is the sequence of steps i followed
Step 1 - Create new BSP component
2 - Created 3 custom views
3 - Created a "Guided Maintenance Page"
4 - According to SAP documentation/material - when i open the view/page created in step 3 i would be able to see the views i created in Step 2 and i can choose the views ( and the sequence) i want to use in the guided procedure.
But unfortunately in Step 3 - i don't see any of the views i created in "Step 2" .
So just wondering what i have missed and why the guided procedure is not working.
thanks in advance!
Cheers
SS

Hi Ruby,
Thanks a lot for your reply.
In your reply you have mentioned that - "As far as I know , if you use the guided maintainence procedure , at the top you can see the number of custom views added in the component , in your case you will be able to see them as 1, 2 and 3"
The issue I am encountering is that I don't see the (any) custom view in my guided procedure.
I don't see any of the the custom views 1,2 or 3 listed in the top half of the page. All i see is a table with no entries in it.
So i am wondering if i have missed out any important step in guided procedure( task based UI) creation process.
thanks in advance!
Cheers
Subu

Cannot Delete BP Relationships in SAP CRM 7.0 - intermittent error

Hi Everyone,
We are running SAP CRM 7.0, SP08. We are trying to delete just the relationship "Contact Person" between an Account and a Contact in CRM. Sometimes when we do it everything works just fine and the relationship is removed in CRM and the Contact Person is deleted in ECC. Other times we are getting the following error: "Address is still being used and may not be deleted." If we expand the error, we are getting the following:
Diagnosis
You tried to delete a BP address. This BP is still being used somewhere in the system, meaning that you are not permitted to delete this address.
System Response
Error message. The BP address is not deleted.
Procedure
Look at the where-used list for the BP address. If you still want to delete the address, change the reference to this address in the applications affected. In most cases, if applications other than maintenance of business partner itself are affected, you can navigate directly to the corresponding application from the where-used list (by calling the context menu with the right mouse button). You can then try again to delete the BP address.
Note
If a business partner is merely moving, you only need to change the actual address details. All references are automatically transferred to the new address.
We have tried several scenarios and have not found a consistent result. For example, we can create Activities in CRM, Quotes and Orders in ECC, using the Contact, and then when we remove the relationship it all works as we expected and removes the relationship in CRM and deletes them in ECC. However, for another Contact this does not work. It does not seem to matter if the person is the "main contact" in ECC or not, whether we have flagged them as the Main Contact in CRM or not, whether they have lots of transactions or none. The only thing that does seem to be consistant is where they were created and the relationship defined. It seems if they were created in ECC it does not work, but if they were created in CRM it does work.
I looked at SAP note 830239, but it does not apply to CRM 7.0.
Any help in this regard is appreciated. Thanks for your time.
Bryan

Hi,
We used the questionnaires (questionnaires was displayed and worked) but we faced issues with the display in web UI (only when the questionnaires are linked to an activity/opportunity). The Admin screen for questionnaire works well).
We have implemented the following notes in order to correct this displaying issues :
- 1858059 : Upload the CRM_SVY_GENERATE_BSP_TEMPLATE.ZIP, refresh cash and generate all surveys
And then notes mentioned above
- 1914885 & 1944288 in the relevant order.
But we cannot display anymore the existing surveys (They are active, all scenarios are flagged).
Error message : Cannot get questionnaire HTML string
Any Ideas how to proceed to solve ? (we work on EHP2)

SAP CRM Critical transactions list

Similar Messages

Maybe you are looking for