SAP CRM (Customer Relationship Management) Step-by-Step Tutorials
Web Services and Document Templates in CRM Creating Web Services in CRM (More details) details) o Creating Document Templates using Web Services in CRM (More details) o Transporting Web Services in CRM (More details) details) o Transporting Document Templates in CRM (More details) details) o Creation of WEB UI Component and navigation with standard component (More details) details) NEW
Few more tutorials related to CRM:
Migrating Customer data along with relationships (CRM) using LSMW (More details) details) Configuration of CRM 7.0 Server with PI 7.0 (More details) details) Action Profiles in SAP-CRM (More details) details) Creation and configuration of Business Partners (More details) details) Adding Web URL (like google.com, yahoo.com) in CRM UI (More details) details) Configurations for opening an external URL (like SAP.COM) SAP.COM) from IC WebClient. (More details) Difference between EEWB and BDT (More details)
Creating Web Services in CRM By Vijender Sangwan
Go to transaction BSP_WD_CMPWB
Enter WS_DESIGN_TOOL as component and press TEST button. This will open the CRM Web UI in the new Browser.
Click on the New Button to Create a New Web Service, which we will use for Document Templates .
Enter the details as required. Enter the Com ponent for which you want to create the Web W eb Service.
Click on the New Button to Create a New Web Service, which we will use for Document Templates .
Enter the details as required. Enter the Com ponent for which you want to create the Web W eb Service.
In this Case it is for Business Transactions: Transactions: i.e.: Agreements for Grant Management. Choose the Root Object also as Business Transaction. Transaction. Press the Next Button.
One important thing here, don‟t forget to click one of the Boxes at the end for Read, Create or Change. In In this case we are creating a Web Service to read data from the database to read the Agreement details.
Select Attributes Structure will open where you can select the data you want from the Structure to be fetched when the Web Service is called. Expand the Business Transaction Node and Select the data as shown below.
Once a Node is selected, its attributes opens up on the Right Hand Side. Select the attributes like shown above as required.
Once the Selection for a particular node is done, don‟t forget to click on the Confirm Selection Button as shown under the attributes window. If this Button is not clicked the attirbutes will not be selected and will be lost, once you move ahead.
Make sure form the BOL Browser you know which fields you need from the Web Services from which node for the Document Templates.
Once the selection is done, click on the Next Button and it will take to the Maintain Attributes window, where we can review the fields. If any field is missed, Previous Button can be clicked and the field can be selected again. If there are some extra fields, that have been selected, click on the Radio Button Exclude in front of that screen and the field will be excluded from the selection. Once the Review is done fro all the fields, Press the Next Button.
Click on the Expert Mode Button and you will see the details on the Right Side.
Now Click on the Save Button.
Once the Web Service is saved, Click on the Check Button to check for any errors or any issues with the Web Service. Once the Check is done, Press the Activate Button to Activate the Web Service. The activation take some time as all the Function Modules and other related components for a Web Service are created. Once it is Activated, Press the Productive Button. The Web Services is required to be made active to be available by other Services.
Once the Web Service status changes to Productive, The Save Button is required to save the Productive state of the Web Service, else this state is lost and Web Service becomes Non Productive.
The Web Service is now ready to be used for other services.
Creating Document Templates using Web Services in CRM By Vijender Sangwan
Log in to the Web UI and under the Administration tab. Select Document Templates.
Click on the New Button to create a new Template
The screen like above will be displayed to enter the details.
Enter the details as shown above, File Type - Microsoft Word, as we are using Word Document template Name – Name of the Document Template Object type – BUS2000271, We have created the Web Service for Agreements, Choose as appropriate. Once the details are entered, click on start Designer A new word Document in editable mode is opened.
Click on the Element showing in the bottom right Corner of the Window
As you keep clicking it, it will take you into the Nodes you have selected in the Web Services. You can put them here in the window for display.
Select all the fields you require for your Document .and design the document as required.
Once the Document is designed. Click on the save Button to Save the Document.
Once the document is saved, close the document. The document is now ready to be used.
Transporting Web Services in CRM By Vijender Sangwan
You need to perform following steps to use document templates in other clients or in Quality/Production system: 1)
Web service created in one client will not be available in other clients by default. Create transport request for your web service via IMG->CRM-> UI framework -> UI framework definition -> Web services -> web service tool: transport service tools.
Enter the name of Web Request and Press Execute
The TR is created for that Web Service. TR for multiple Web Requests can be created together.
2)
In test client/Quality system /Prod system, s ystem, you need to get test client open for changes. Go to transaction WSCONFIG; find your web service definition and variant. Click on Create and save default values on next screen.
3) For Quality or Prod system, release and import TR
Transporting Document Templates in CRM By Vijender Sangwan
1. Select document templates that you want to transport, using Customizing link SPRO => SAP Reference IMG => SAP Implementation Guide => Customer Relationship Management => Basic Functions => Content Management => Transport Document Template
Or Run report 'CRM_KW_TEMPLATE_TRANSPORT' to select templates.
Enter the Business Object of the Document Template and execute the Report.
This will show all the Document Templates created for that Business Object.
Press 'Transport' button after selecting the templates. You will be asked for correction request upon selecting 'Transport' button. Enter the transport request number that you have created. This operation adds logical and physical details of the template to Transport request.
Go to transaction 'SE09' and release transport request or ask the Basis Administrator to release the TR. Go to target client in which you would like to import the template and run transaction 'SCC1' (Client Copy). Enter source client and transport request and press 'Start immediately to copy the request immediately. Otherwise press 'Schedule as Background Job' to run copy as background task.
Creation of WEB UI Component and navigation with standard component By Narendra Goyal, L&T Infotech
Introduction: This document provides the step by step procedure of creating Custom WEB UI Component and navigation of custom component with standard one and vice-versa. Prerequisite: Need the basic knowledge SAP CRM. At the end, you will be able to do: Creation of Custom WEB UI Component
--BOL Programming
Creation of view – Table view and Empty view
--Creation of Windows
Navigation between views and windows
--Creation of link
Component Controller
--Custom Controller
Assigning custom component to standard component component
--Assigning standard component to custom
Step 1. Creation of WEB UI Component. Go to SAP IMG Customer Relationship Management UI Framework Access BSP Component Workbench or transaction BSP_WD_CMPWB
UI Framework Definition
Enter component name (e.g. ZBP) in field component and click on create. Enter the description and window name (e.g. MainWindow) and click on continue. Choose a package and click on continue and provide workbench request. Your component will looks as given below.
Step 2. Creation of view. In the component structure browser, right click on view and choose create. A wizard will be displayed. Enter the following data in wizard. Name – view name (e.g. PARTNERLINK) View Type – Empty View Do not change on following screens and finish the wizard. Similarly, create another view to display the data with the following data in wizard. Name – view name (e.g. PARTNER) Model Node – model node name (e.g. PARTNER)
BOL Entity – BuilHeader
Model Attribute – Select all by clicking on View Type – Table View Check the checkbox for configurable (For selecting displayed fields from available fields) and click on complete to finish the wizard. Step 3. Creation of Window.
