Smartforms in CRM

Hi,
We have Smartform and driver programs in R/3 server. We need to move it to CRM Server. What are the steps to be followed?
Regards,
Chetan.

I hope you are planning to move z objects.
Then have these objects attached to a Transport Request and Release it and import the Transport Request in the CRM !
Thanks
Allot points if this helps!

Similar Messages

Driver program for a smartform in CRM

Hi,
How do I find a driver program for a smartform in CRM. The tables like TNAPR and NAST are not available in CRM. Does this mean there is no driver program? All the code has to be written in the smartform itself? Also if there is no driver program, how are the parameters in the form interface getting filled?

Hello Andrey,
What do You mean by "send a variable"?
Using method CRM_ORDER_EXEC_SMART_FORM it is necessary to define interface parameters (in Smartform) exactly as in FM call inside this method, i.e.:
CALL FUNCTION function_name
    EXPORTING
      archive_index        = is_archive_index
      archive_index_tab    = ct_archive_index_tab
      archive_parameters   = is_archive_parameters
      control_parameters   = control_parameters
      mail_appl_obj        = is_mail_appl_obj
      mail_recipient       = is_mail_recipient
      mail_sender          = is_mail_sender
      output_options       = ls_output_options
      user_settings        = ip_user_settings
      orderadm_h           = ls_orderadm_h
      activity_h           = ls_activity_h
      lead_h               = ls_lead_h
      opport_h             = ls_opport_h
      orgman_h             = ls_orgman_h
      partner_h            = lt_partner_h
      pricingdata_h        = ls_pricingdata_h
      sales_h              = ls_sales_h
      shipping_h           = ls_shipping_h
      payplan_d_h          = lt_payplan_d_h
      cumulat_h            = ls_cumulat_h
      customer_h           = ls_customer_h
      acs_h                = ls_acs_h
      billing_h            = lt_billing_h
      cancel_h             = lt_cancel_h
      appointment_h        = lt_appointment_h
      billplan_d_h         = lt_billplan_d_h
      billplan_h           = lt_billplan_h
      status_d_h           = lt_status_d_h
      status_h             = lt_status_h
      srv_subject_h        = lt_srv_subject_h
      srv_reason_h         = lt_srv_reason_h
      srv_result_h         = lt_srv_result_h
      orderadm_i           = lt_orderadm_i
      orderadm_i_qt        = lt_orderadm_i_qt
      orderadm_i_in        = lt_orderadm_i_in
      orgman_i             = lt_orgman_i
      pricingdata_i        = lt_pricingdata_i
      pricing_i            = lt_pricing_i
      product_i            = lt_product_i
      sales_i              = lt_sales_i
      schedlin_i           = lt_schedlin_i
      schedlin_i_cf        = lt_schedlin_i_cf
      shipping_i           = lt_shipping_i
      partner_i            = lt_partner_i
      item_cstics_i        = lt_item_cstics_i
      customer_i           = lt_customer_i
      billing_i            = lt_billing_i
      cancel_i             = lt_cancel_i
      finprod_i            = lt_finprod_i
      ordprp_i             = lt_ordprp_i
      appointment_i        = lt_appointment_i
      billplan_d_i         = lt_billplan_d_i
      billplan_i           = lt_billplan_i
      status_i             = lt_status_i
      working_set_e_s_bbp = lt_working_set_e_s_bbp
      language             = lv_language
    IMPORTING
      document_output_info = es_document_output_info
      job_output_info      = es_job_output_info
      job_output_options   = es_job_output_options
    EXCEPTIONS
      output_canceled      = 1
      parameter_error      = 2
      OTHERS               = 3.
Please correct me if I am wrong.
Moreover - can we add any other custom importing parameters to Smartform (in CRM of course)?
Best Regards,
Maro

Smartform in CRM Server.

can anybody help me out.
plz send the sample smartform that is developed in CRM server. I need the difference that we come across in developing the smartform in CRM server.
waiting for reply,
ganesh goud guniganti.

go to smartforms trx and press help button and have smartform in that.

Image becoming distorted when printing - smartform in CRM system

We are using CRM 5.0 and have to create a smartform for the acknowledgement of the order. The output is triggered correctly but marketing want me to include an image at the top of the page. I understand that you are only able to load tif or bmp into smart forms and indeed they are printed, however when printed the image is not very clear - looks like it is resizing.
I have tried changing the image in many different ways - and using paint shop pro for uploading the image. I have found that if using TIF the only compression option that uploads is packbits. I have saved the image with as many colours as possible and then reduced it - each time the image looks rubbish! However when I view the file (from my computer) in PSP it looks ok.
I have searched the forums for help but not really found anything that useful. Does anyone have any suggestions how to get the image to come out as expected?
The image stretches across the whole width of the page and just over 3cm deep. There are quite a few colours in the image and it is fairly busy.
Driving me mad here! anyone got any ideas? Maybe I need to install additional filters or something???

managed to get this corrected using faststone image viewer and converting images to 300 DPI.

How to Assigned smartform in CRM

Dear Friends,
Please guide me how to assigned smartforms (Order conformation) with driver program in CRM,
Santhi

Hi Shanti
You need to define action profile from CRM->Basic Functions->Actions->Actions in transactions->Change Actions and Conditions->Define Action Profiles and Actions (you can use profile ORDER_MESSAGES)
and then define condition for your action profile from the path CRM->Basic Functions->Actions->Actions in transactions->Change Actions and Conditions->Define Conditions
And then assign this action profile to your transaction type.
regards
M.

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?
If any body can direct me on this issue would be of great help and full points will be given.
Thanks,
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

Smartform Development in CRM

Hi,
I have to develop a sales order smartform in CRM .I dont know how to customise it and to populate additional data in it , as in CRM there are classes and methods instead of driver programs that could be modified .
Kindly help me out.
Thanks and Regards,
Faisal

Hi Giridhar,
The smartform name is : CRM_ORDER_CONFIRMATION_01.
In CRM there is no Driver program , there are classses and methods which according to the functional consultant cannot be modified .I have copied the layout as Z_smartform and have to populate data in it.Please suggest how to go about it.
Thanks and Regards,
Faisal

CRM document management with smartforms

hi all techno-CRMS out there...
thanks for all ur help in past..
I came across one of the jobs specs that i saw on net which said crm document management with smart forms.. can any one please explain me wat it is??/
what is the role of smartforms in crm is of particular interest to me since i m an abaper goin to CRM now..
thanks in advance.
gaurav

Hi Ciro,
I agree with Michael, well that's from my experience.
What you need to do in CRM download Customizing Object
(tcode R3AC3) and download Business Object for
MATERIAL (tcode R3AC1). To start download use R3AS.
If you set the range of material you need to download
into CRM (in Business Object MATERIAL), you don't need
to run this steps everytime. It will happend automatically
I am not saying that downloading product from R/3 without
any problem. At first time, you will face that some
object need to be downloaded properly before you can
download Material (first download customizing object).
And you need to prepare Org Model in CRM also in order
to use these products in CRM transaction later.
These are basic steps need to be done (once) before
you can proceed to use it in any CRM document/transaction.
Cheers,
Gun.

Error while uploading the smartforms

Hi Experts,
I have uploaded the smartforms for CRM create sales order but when i upload the smartform and activate it gives error message that "A serious error has occurred
The transaction had to be terminated' Press the "Yes" button
to download the data required for further support to the front end" Pls reply ASAP its very urgent.
Thanks in advance,
Abhishek Pandey.

Hi Abhishek Pandey,
      please follow the below steps....which i tried in my system....
    1) i have downloaded form(YFORM) to the physical drive
            1.1 smartforms-->utilities...> download Form-->it will prompt with form name ... (YFORM) ...> Press enter...
            1.2   for will be downloaded into the desired location.
     2) to upload the form....
          2.1.    smartforms-->utilities...> upload Form-->it will prompt with NEW form name ... (YFORM_1) ...> Press enter...
         2.2. open the form in change mode and CTR+F2 , Ctr+F3.
         2.3 It has activated for me....
     3) i hope it will solve the problem....
Feel free to contact if still problem not solved...
Dont forget to reward poins....
Regards,
Sreenivasa Sarma K.

Scripts in CRM

Hi,
Can I have some scripts examples in CRM? I mean, I need couple of standard scripts names in CRM. I do not have CRM system with me otherwise I would have done myself.
Thanks,
Shiva

Hi shiva.
Examples of Standard Smartforms in CRM SYSTEM:
CRM_BUSINESS_ACTIVITY
CRM_LEAD_PRINT
CRM_OPPORTUNITY_01
CRM_ORDER_LEASING_01
CRM_ORDER_SERVICE
Hope it helps.
Regards.
Manuel

Smart Form for the CRM Survey

Hi Experts,
I want to do a smarform for the CRM Survey, is there any standard smart form for this.
How do we trigger the smart form for the same.
Thanks in Advance,
Praveen

Hi Praveen,
As per my understanding u have to make a custom smartform for CRM.
Try using FM CRM_ORDER_READ with importing Parameters IT_HEADER_GUID and for Bar Code
use standard smartform BC470_FLOWD_LABELS.
Hope This Helps...
Thanks
Ravi

Displaying SmartForms in EP6

Hello,
We have a following problem to solve in a customer project:
We have a SmartForm in CRM 4.0 system containing the contact persons of the customer. Now we need to display this SmartForm with the correct data in EP6 iview. We also have Internet Sales in EP6 which knows the customer ID in the CRM system (Portal does not know it). User logs into ISA via EP6 automatically during initial login.
Could anybody help us in finding a correct technology/solution for:
a) passing customer ID (from ISA to EP iview) - maybe via user session(?)
b) starting iview and displaying the correct customer´s contact persons
Is a BSP based solution the correct option?
We´d appreciate any help. Thanks in advance,
Best regards,
Suresh and Jussi

Hi suresh,
Have a go through this blog...
Why Bake Forms from Scratch?
Aslo this code sample on smart forms
Dynamically changing the Roles and Menu options??
Regards
gEorgE

Applicable OSB service points to attach Work Managers

Hi All,
Currently I have an OSB design as below:
I have 3 work managers each having a different fair share class as per their priorities.
I have a single HTTP Proxy service, which takes the hit from all source applications. Based on a DVM and message contents, the proxy determines the priority of the particular request message, and will accordingly route it to one of 3 HTTP proxies (Priority 1 HTTP Proxy, Priority 2 HTTP Proxy, Priority 3 HTTP Proxy). These 3 HTTP Proxy services will then forward the request further to other OSB and target appplication services.
On each of the 3 priority proxy services, I have assigned the appropriate work manager.
However, I am confused on whether to assign a work manager to the exposed HTTP Proxy or not. If I do assign a work manager, whether a fair share request class should be assigned or not. From what I read in oracle documentation, assigning a work manager without fair share class, will assign a fair share of 50 automatically.
What should be done to the exposed HTTP Proxy in order to achieve the prioritization of requests processing.

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

Functional specification - searching a table in Structure

Dear SAP Gurus
I am new to CRM, and while preparing a functional specification for developing a smart form have come across n issue. For example if I want the Campaign field in Tcode: CRM_MKTPL to be displayed in smartform I have to get the table where the campaign name goes and is saved. How do I search this table because when I click on campaign and press F1 then I can only get the Structure, Program and field name from the Technical info page.
Please help me to find out the table which stores the final saved info of this field. Or is there any other way to develop a smartform in CRM as this is a new development both for me as well as the ABAP developer.
Also the Cost sheet where the costs are entered and displayed for different activities like Advertisement expenses in the campaign made is a BW report format, I want to pull up the Total Cost displayed on this report. How do I do that??? BCoz once saved we cannot pull up any field from this report.
Thanking in Anticipation. I am sure I will get a solution here in this forum.
Regards,
Amit

HI,
After getting that strucure information, for that particular structure u can find out some data element in there itself.
U have to double click the data element afterthat u will get some screen. In there u can find out some where used list option is there. After clicking that one one small screen will come after putting the tick mark to the table fields. For that screen u have to put the enter.
Now u can see that data element FIELD is used for the total SAP what is the db table name and fields also will display.
Thanks,
Shankar

How to Modify Smartform Methods in CRM 5.0

Hi,
I have to modify the CRM Sales Order Smartform which requires adding new fields to the existing layout,for which I will have to modify the Method .Kindly help me and provide me with a solution to populate new data in the standard layout.
The Class and Method are mentioned below:
Processing Class CL_DOC_PROCESSING_CRM_ORDER
Processing Method CRM_ORDER_EXEC_SMART_FORM
Thanks and Regards,
Faisal

you need to copy this class and make the changes..in the method.
Assign the new Z class, to the action profile.
Rgds,
Arjun

Smartforms in CRM

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