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EHP3 for SAP CRM 7.0

May 2015

English

Document Version 1.0

SAP CRM WebClient User Interface Configuration and Personalization

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

How-to Guide

SAP Best Practices SAP CRM WebClient UI Configuration and Personalization (CXX)

Copyright

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Icons

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Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

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Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents1 Purpose............................................................................................................................. 5

2 Preparation........................................................................................................................ 5

2.1 Prerequisites............................................................................................................5

2.2 Activation of UI Services..........................................................................................5

2.3 Logon to the CRM WebClient UI..............................................................................6

3 Adjust UI Configuration Settings........................................................................................7

3.1 Creating Role Configuration Key.............................................................................7

3.2 Creating Business Roles........................................................................................7

3.3 Activating/Deactivating Logical Links and Work Centers.........................................8

3.4 Adding Direct Links..................................................................................................9

3.5 Assignment of Business Role to a User...................................................................9

3.6 Adding and Renaming Existing Fields...................................................................10

4 Adjust CRM WebClient UI via Personalization.................................................................11

4.1 Save Search Queries.............................................................................................11

4.2 Adding of Web Link................................................................................................12

4.3 Personalization of Message Display and UI Layout...............................................12

4.4 Personalization of Business Object.......................................................................13

Use...................................................................................................................................... 13

4.5 Personalization of Home Page..............................................................................13

5 Include/Launch SAP GUI Transactions (Transaction Launcher)......................................14

5.1 Prerequisites for SAP GUI Transactions................................................................14

5.1.1 Defining RFC Destinations for Method Calls.....................................................14

5.1.2 Defining Transaction Launcher..........................................................................15

5.1.3 Setting TSTC to Synchronous (SAP CRM).......................................................17

5.1.4 Setting TSTC to Synchronous (SAP ERP)........................................................18

5.2 Procedure to Include SAP GUI Transactions.........................................................18

5.2.1 Configuring Transaction Launcher.....................................................................18

5.3 Creating Logical Link for Transaction....................................................................20

6 Tips and Tricks................................................................................................................23

6.1 Issue: Logon not Possible......................................................................................23

7 Useful Links..................................................................................................................... 23

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SAP CRM WebClient User Interface Configuration and Personalization

1 PurposeThe purpose of this document is to help users to easily adjust the User Interface (UI) of SAP CRM according to their needs. It comprises the adjustment of standard role configuration keys and standard business roles and also shows how to personalize the WebClient UI for specific users.

In addition, there are examples mentioned on how to access the ERP SAP GUI via the CRM WebClient UI (Transaction Launcher).

The entries created in this guide are only examples to explain the various steps to be performed for UI adjustment and personalization.

The following topics are covered:

Creation of a new role configuration key and business role by using the UI Configuration settings.

Personalization of UI settings in the SAP CRM Web UI for specific Business Roles and therefore subsequently for the users assigned to them.

Inclusion of SAP GUI transactions in CRM WebClient UI (Transaction Launcher)

2 Preparation

2.1 PrerequisitesBefore starting with the installation of this building block, the following needs to be taken care off:

An SAP CRM system is already installed.

At least one user with the relevant authorization for UI configuration is available.

Relevant services in transaction SICF are already activated.

2.2 Activation of UI Services1. Call transaction SICF.

2. On the Maintain Services screen, choose Execute (F8).

3. Navigate to the service default_host > sap > bc > bsp > sap.

4. Activate this service and all services assigned to this node by choosing Service/Host > Activate from the menu.

5. Repeat this activation procedure for service default_host > sap > crm.

6. In addition, activate the following services:

• default_host > sap > bc > smart_forms

• default_host > sap > public > bc

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• default_host > sap > public > bc > icons

• default_host > sap > public > bc > ur

• default_host > sap > public > bsp > sap > htmlb

• default_host > sap > public > bsp > sap > public > bc

• default_host > sap > public > bsp > sap > system

• default_host > sap > public > myssocntl

• default_host > sap > webcuif

2.3 Logon to the CRM WebClient UIThe CRM WebClient UI can be accessed using a Uniform Resource Locator (URL). The URL of the CRM WebClient UI has the following structure (default configuration):

http://<Host Name>.<Domain Name>.<Extension>:<Port Number>/sap/crm_logon?sap-client=<client number>

For example: http://uxcirsz.wdf.sap.corp:50028/sap/crm_logon?sap-client=100

Host Name, Domain Name and Extension can be derived from the message server of the underlying CRM system.

The port can be determined as follows:

1. Call transaction SMICM.

2. Choose Goto Services.

From the Active Services list choose the port for the HTTP service.

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3 Adjust UI Configuration Settings

UseIn order to demonstrate the general functionality of the SAP CRM Web UI configuration some examples are described on how to quickly adjust the UI configuration settings.

In the below section the following topics are described:

Creation of a Role Configuration Key

Creation of a new Business Role

Activation/Deactivation Logical Links and Work Centers

Adding Direct Links

Assignment Business Role to a user

Adding and Renaming existing fields

3.1 Creating Role Configuration Key

UseThe role configuration key is a unique identifier used in the configuration of views for the CRM WebClient UI. For instance, a view can be configured for a specific configuration key, where fields are removed or renamed according your company’s needs.

This role configuration key is also assigned to the business role to identify the configuration that is to be used for this role. Thus, the role configuration key provides the possibility of a role-dependent view configuration.

First you need to create a template configuration key which can be used for each configuration:

Procedure1. Access the activity using the following navigation options:

Transaction code SPRO

SAP CRM IMG menu Customer Relationship Management UI Framework Technical Role Definition Define Role Configuration Key

2. Choose New Entries and maintain the following values.

Role Config Key Description

YUI YUI Role Config Key

3. Choose Enter, disregard the warning message and then choose Save (Ctrl+S).

ResultYou have created a template configuration key which can be assigned to a business role.

3.2 Creating Business Roles

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UseUse this activity to set up business roles.

Procedure1. Access the activity using one of the following navigation options:

Transaction code CRMC_UI_PROFILE

SAP CRM IMG Menu Customer Relationship Management UI Framework Business Roles Define Business Role

2. Highlight the standard business role SALESPRO.

3. Choose Copy to create a new role and make the following entries:

Field Name Field Entry

Business Role YUI_ROLE

Profile Type CRM WebClient Business Role

Description UI Role

Role Config Key YUI

4. In case any error message appears, skip it by clicking the Skip icon in the toolbar.

5. Save your entries.

ResultYou have created a new business role.

3.3 Activating/Deactivating Logical Links and Work Centers

UseWork Centers and logical links are navigation entries in the application of the CRM WebClient UI. To adapt work centers and logical links, checkboxes are available to control the availability and functionality within a business role.

Procedure 1. Access the activity using one of the following navigation options:


SAP CRM IMG menu Customer Relationship Management UI Framework Business Roles Define Business Role

2. Highlight the business role YUI_ROLE.

3. Double-click Adjust Work Centers in the left-hand dialog structure.

4. Select the Inactive checkbox for any required work center, for example SLS-PPM (Pipeline Performanc Management).

With this setting, the user assigned to role YUI_ROLE will not see the work

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center Pipeline Performance in the newly created business role. Via removing the Inactive checkbox, the work center can be made visible again.

5. Double-click Adjust Work Center Group Links in the left-hand dialog structure.

6. In the Visible column, deselect the checkbox for the logical link MD-BPH-SR (Account Hierarchies).

With this setting, the user assigned to role YUI_ROLE will not see the logical link Account Hierarchies in the work center Account Management (SLS_ACC). Setting the flag in column Visible, will make the work center available again.

7. Choose Save (Ctrl+S).

ResultYou have successfully adjusted logical links and work centers related to a certain business role.

3.4 Adding Direct Links

UseWith direct links the user is able to access objects like contact persons with one click.

Procedure 1. Access the activity using one of the following navigation options:


SAP CRM IMG menu Customer Relationship Management UI Framework Business Roles Define Business Role

2. Highlight the business role YUI_ROLE.

3. In the left-hand navigation pane, double-click Adjust Direct Link Groups and select Group ID SLS-CREATE in the right-hand pane.

4. After choosing the Group ID, double-click Adjust Direct Link on the left-hand pane. Select the Visible checkbox for the required logical link in the right-hand pane, for example, for Contact.

With this setting, the user assigned to this business role is able to create a contact with one click.


ResultYou have successfully adjusted direct links for a specific business role.

3.5 Assignment of Business Role to a User

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UseUse this activity to use the newly created business role in a fast way. Alternatively you can use the organizational model to assign a business role to user resp. employees.

Procedure1. Access the activity using the following navigation option:

Transaction codeSU01 (User Maintenance)orSU3 (Maintain User Profile)

2. Enter the user to which the business role should be assigned.

3. Navigate to the Parameters tab and enter the following values:


Set/Get parameter ID CRM_UI_PROFILE

Parameter Value YUI_ROLE


ResultThe assignment of business roles to a user is executed.

3.6 Adding and Renaming Existing Fields

UseWith this activity you can change the UI directly in the application. For demonstration, two examples are described:

Renaming an existing field

Adding an existing field

Procedure1. Log on to the CRM WebClient UI with your user and password.

2. From the top menu bar, choose Personalize.

3. In the Settings area choose hyperlink Personalize settings.

4. Select Enable Configuration Mode in area Configuration Mode.

5. Choose Save.

6. In the navigation bar choose Account Management and there the logical link Create: Corporate Account.

7. Click the button Show Configurable Areas.

8. Double-click the view General Data.

9. Choose Copy and confirm by choosing Continue.

10. Select the field Name 1 and click the button Show Field Properties.

11. Change the current field lable to a new one.

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12. Choose Apply.

13. Choose Save. Select a customizing request if required.

14. Click Show Available fields.

15. On the left-hand side all available additional fields are displayed.

16. Highlight the field Grouping and click the button.

17. Now the field Grouping is placed below your field Name 1 with the new field description.

18. Highlight the Grouping field and click the button Move up in order to place the field above the Name 1 field.

19. Choose Save and Close. Select a customizing request if required.

20. To finish the UI configuration, click again the button Show configurable areas.

21. Now click the Cancel button to avoid creating a new business partner.

ResultAn existing field has been renamed in the account and an additional field is made visible.

4 Adjust CRM WebClient UI via Personalization

UseTo demonstrate the general functionality of the personalization in the SAP CRM WebClient UI some examples are described on how to quickly adjust the UI.

In this chapter the following topics are coverd.:

Creation Search Query

Creation of Web Link

Personalization business role: Skin, Direct Message Display

Personalization object Business partner: Search results, Assignment Blocks

Personalization of Home page

4.1 Save Search Queries

UseThe user can save queries for later searches.


2. Navigate to Account Management and select Search: Accounts.

3. In the City field, enter the name of a city: for example, Denver, and additionally, enter a value in the Save Search As field (for example, Denver).

4. Choose Save.

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ResultYou have created a new search query with search criterion City and the entered value.

4.2 Adding of Web Link

UseThe user can add Web Links to the personalized business role.


2. In the navigation bar, choose the Home work center.

3. In area Web Links and click button Personalize.

4. In the dialog box choose the button New.

5. In the Name field, enter, for example, SAP Homepage.

6. In the URL field, enter, for example www.sap.com .

7. Click Done.

8. Choose Save.

9. In the Web Links area a new URL is added and assigned for the user.

ResultYou have created a new user-specific Web Link.

4.3 Personalization of Message Display and UI Layout

UseWith the usage of the personalization different functionalities are possible; in the following two personalization options are described (Message Display and UI Layout).


2. From the top menu bar, choose Personalize.

3. In the Settings screen area of the Personalization page, choose Personalize Settings.

4. In the webpage dialog, under Messages, select Preview of new messages above message bar.

5. Choose Save.

6. Remain in the Personalization area and under Layout choose Personalize Layout.

7. Select option Corbu from the dropdown list of the Skin field.

8. Choose Save.

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http://www.sap.com/


ResultMessages are now displayed directly and the UI Layout has changed.

4.4 Personalization of Business Object

UsePersonlization can be done on object level e.g. for object Business Partner.

PrerequisiteAt least one Corporate Account must exist in the system.


2. In the navigation bar choose Account Management and then the logical link Search: Accounts.

3. Click the Search button.

4. In the result list click the hyperlink on the account name to display the details of a business partner.

5. Click the button Personalize to display the available assignment blocks.

6. Highlight for example the assignment block Roles on the right-hand side and move the block via drag and drop the left-hand side.

7. Choose Save.

8. Now the Roles block is not visible anymore.

9. Click again the button Personalize and select Reset to Default.

10. Choose Save.

11. The Roles block is now visible again.

ResultPersonalization of the object business partner is done.

4.5 Personalization of Home Page

UseAdapt the Home workcenter for a user.


2. Click the to remove an assignment block from the home page.

3. To include a required assignment block in the home page choose the Personalize icon.

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4. On the Personalization screen choose the required assignment block from the

dropdown list.

5. Choose Save to save your changes or choose Cancel to undo the changes.

6. Choose Reset to Default if you need the default home page back.

ResultThe personalization of the home page is done.

5 Include/Launch SAP GUI Transactions (Transaction Launcher)

UseSAP GUI based and URL transactions can be included in the WebClient UI. The transaction launcher can be used to launch URL’s and BSP / BOR transactions from other systems.

To launch a GUI transaction, a BOR object type with a method EXECUTE that supports synchronous calls is required.

Skip the complete section including all its sub-sections, in case SAP CRM is implemented as standalone solution without SAP ERP integration.Described is, how to include ERP SAPGUI Transactions, which are used in the integrated SAP Best Practices for CRM scenarios.

In case you intend to include certain CRM SAPGUI Transactions for an SAP CRM standalone implementation, you can of course use these sections as a how-to description.

5.1 Prerequisites for SAP GUI Transactions

UseAn RFC connection to the SAP ERP system is required. This connection has already been created in the configuration guide CRM Connectivity.

The access to business transactions from the CRM WebClient UI is administered in the transaction launcher. The screens for BOR based launch transactions are launched through the ITS (Internet Transaction Server) service, which is defined in the transaction launcher. This requires the RFC destination to the target system to be assigned for synchronous calling dialog methods in the target system. To launch an SAP GUI transaction a BOR object type with a method EXECUTE, that supports synchronous calls is required and will also be defined in this activity.

5.1.1 Defining RFC Destinations for Method Calls

Use

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Assign the RFC destination to the target system for synchronous calling dialog methods in the target system.

Procedure 1. Access the activity to assign the RFC destination for synchronous method call using the

following transaction:

Transaction code BD97

SAP CRM IMG Menu SAP NetWeaver Application Server IDoc Interface / Application Link Enabling (ALE) Communication Determine RFC Destinations for Method Calls

2. Choose the logical system corresponding to the target system from the tree and choose button Standard dialog destination to assign the standard RFC destination for dialog calls for the ERP system.


Receiver/server <logical system>(Name as defined previously, typically <ERP system ID>CLNT<client>, e.g., RS5CLNT213)

RFC destination for dialog calls

<RFC destination><Name as defined previously>, typically <ERP system ID>CLNT<client>, e.g. RS5CLNT213

3. Save your settings.

ResultThe RFC destination is now assigned to the target system for synchronous calling dialog methods in the target system.

5.1.2 Defining Transaction Launcher

UseUse this activity to define the logical system and the URL’s for the transaction launcher, which sets the access to business transactions from the CRM WebClient UI. As the screens for BOR based launch transactions are launched through the ITS (Internet Transaction Server) service, the URL to the ITS service needs to be assigned to the logical system associated with the target system, where the transaction is called.

Procedure 1. Define logical system and assign ITS URL (if it has not been defined yet). Access the

activity using the following transaction:

Transaction code CRMS_IC_CROSS_SYS

SAP CRM GUI menuInteraction Center Interaction Center WebClient Administration System Parameters Define Transaction Launcher Logical Systems and URLs

2. Create two new entries (for the relevant CRM and ERP system) with the following values.

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Field Name

Field Entry Details

CRM system

Mapping <Logical system>

Enter the logical system defined for the connected CRM system used in the previous step (for example, CRMCLNT213)

Logical system

<Logical system>

Select the logical system defined for the connected CRM system used in the previous step (for example, CRMCLNT213)

ITS Client

<ITS client>

The ITS client is the system client where the launch transactions are executed(for example, 213)

URL of ITS

<URL> Points to the system where the launch transactions are executed

See Note 888931; for example http://<host>:<port>/sap/bc/gui/sap/its/webgui/!?~transaction= IC_LTX&~okcode=ICEXECUTE

Use transaction SMICM (available in CRM and ERP) and choose the SERVICES button to identify the correct port number.

ERP system

Mapping <Logical system>

Enter logical system defined for the connected ERP system used in the previous step (for example, ERPCLNT213)

Logical system

<Logical system>

Select logical system defined for the connected ERP system used in the previous step (for example, ERPCLNT213)

ITS Client

<ITS client>

The ITS client is the system client where the launch transactions are executed(for example, 213)

URL of ITS

<URL> Points to the system where the launch transactions are executed (see Note 888931);

How to get the URL of ITS:

<http://<host>:<port>/sap/bc/gui/sap/its/webgui/!?~transaction=IC_LTXE& ~okcode=ICEXECUTE>

For example, http://uscirs5.wdf.sap.corp:8077/sap/bc/gui/sap/its/webgui/!?~transaction=IC_LTXE&~okcode=ICEXECUTE

For calls to the ERP system use parameter value IC_LTXE as stated above. For calls to the CRM system use parameter value IC_LTX in the URL.

The host name can be derived from the message server of the underlying ERP or CRM system.

The port can be determined as follows:

Call transaction SMICM in the ERP or CRM system.

Choose Goto Services.

From the Active Services list choose the port for the HTTP service.

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http://uscirs5.wdf.sap.corp:8077/sap/bc/gui/sap/its/webgui/!?~transaction=IC_LTXE&~okcode=ICEXECUTE

http://uscirs5.wdf.sap.corp:8077/sap/bc/gui/sap/its/webgui/!?~transaction=IC_LTXE&~okcode=ICEXECUTE


Alternatively the server and port of the ITS can be found as follows:

Call transaction SE80.

Choose Utilities Settings.

Choose tab Internet Transaction Server.


ResultLogical system and the URLs for the transaction launcher, which sets the access to business transactions from the CRM WebClient UI, have been defined for the CRM and the ERP system.

5.1.3 Setting TSTC to Synchronous (SAP CRM)

UseThis step sets the method EXECUTE of the BOR object type TSTC (transaction) to support synchronous calls.

Procedure 1. Access the activity using the following navigation option:

Transaction code SWO1

SAP CRM GUI menuArchitecture and Technology ABAP Workbench Development SAP Business Workflow Definition Tools Application Integration Business Object Builder

2. Enter TSTC as Object/Interface Type.

3. Choose Copy

4. On the screen Copy Object Type enter the following values:

Object Type YTSTC

Program YRSOWTSTC

Object Name YTRANSACTION

5. Choose Copy.

6. Choose the relevant package and save.

7. Choose Change and confirm the information message.

8. Open the Methods folder and select method Transaction. Execute with double-click.

9. Set the checkbox Synchronous on tab General.

10. Choose Continue (Enter).

11. In the menu bar choose Object Type Change release status to Implemented.

12. Then set the status to Released.

13. Generate the object by choosing Generate (Ctrl+F3).

ResultThe method EXECUTE of the BOR object type YTSTC has been successfully set to support synchronous calls.

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5.1.4 Setting TSTC to Synchronous (SAP ERP)

Skip this section if you are setting up a CRM Standalone solution.

UseThis step sets the method EXECUTE of the BOR object type TSTC (transaction) to support synchronous calls.


Transaction code SWO1

SAP ERP GUI menu Tools ABAP Workbench Development Business Object Builder

2. Enter TSTC as Object/Interface Type.

3. Choose Copy.

4. On the screen Copy Object Type enter the following values:

Object Type YTSTC

Program YRSOWTSTC

Object Name YTRANSACTION

5. Choose Copy.

6. Choose the relevant package and save.

7. Choose Change and confirm the information message.

8. Open the Methods folder and select method Transaction. Execute with double-click.

9. Set the checkbox Synchronous on tab General.

10. Choose Continue (Enter).

11. In the menu bar choose Object Type Change release status to Implemented.

12. Then set the status to Released.

13. Generate the object by choosing Generate (Ctrl+F3).

ResultThe method EXECUTE of the BOR object type YTSTC has been successfully set to support synchronous calls.

5.2 Procedure to Include SAP GUI Transactions

UseThe following sections describe via an example how to include an ERP transaction into the WebClient.

5.2.1 Configuring Transaction Launcher

Use

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For each GUI transaction to be called, a transaction launcher needs to be configured.

The following SAP GUI transactions will be made accessible from the CRM WebClient.

Transaction Source System Field Entry

VA21 ERP Create Quotation

VA01 ERP Create Sales Order

Procedure1. Access the activity using one of the following navigation options:

Transaction code CRMC_UI_ACTIONWZ

SAP CRM IMG menu Customer Relationship Management UI Framework Technical Role Definition Transaction Launcher Configure Transaction Launcher

2. Enter the following data in the steps of the Wizard (if not offered by the input help, enter directly):


Screen 1 – Introduction (Continue)

Screen 2 – Entries

Launch Trans. ID YBP_ERP_TX_VA21

Component Set ALL

Screen 3 – Technical Details

Description ERP Transaction VA21

Handler Class <give an own name for the class which does not exist already in the system> i.e. YCL_BP_ERP_TX_VA21

New Window

Raise Veto

Screen 4 – Further Technical Details

Transaction Type A – BOR Transaction

Logical System <Logical system for ERP defined for the transaction launcher in the previous step> (e.g., RS5CLNT213)>

BOR Object Type YTSTC

Method Name EXECUTE

Screen 5 – Transaction Parameters

Parameter Object Key

Value VA21

Screen 6 – Activity Clipboard Integration

Parameter <Leave it blank>

Screen 7 – Complete

Choose Complete

3. Repeat step 2 for the following launch transactions. Use the data given below if it differs from the data above:

Launch Trans. ID: YBP_ERP_TX_VA01

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Screen 3 - Description: ERP Transaction VA01

Screen 3 – Class Name: YCL_BP_ERP_TX_VA01

Screen 5 – Parameter: Object Key, Value: VA01

ResultThe SAP GUI transactions are now made accessible from the CRM WebClient.

5.3 Creating Logical Link for Transaction

UseThis activity defines logical links to be used in the CRM WebClient UI. A logical link is defined for each transaction assigning the corresponding transaction launcher as parameter.

Procedure Create direct link for the transaction and make it later available on the WebClient UI for a specific business role.

1. Access the activity using one of the following navigation options:

Transaction code CRMC_UI_NBLINKS

SAP CRM IMG menu Customer Relationship Management UI Framework Technical Role Definition Define Navigation Bar Profile

2. Choose view Define Logical Links and create a new link with the following details(for necessary title translation choose menu path Goto Translation):


Logical Link ID YB-TX-VA21

Type C Launch Transaction

Target ID EXECLTX

Parameter YBP_ERP_TX_MMBE

Parameter Class CL_CRM_UI_LTX_NAVBAR_PARAM

Icon Name (optional)

Title (EN) ERP Quotation (Extended)

Title (DE) ERP Angebot (Erweitert)

Title (ES) ERP Oferta (extendido)

Title (FR) Offre ERP (étendue)

Title (PT) Cotação ERP (extendido)

Title (RU) ERP предложение (расширено)

Title (ZH) ERP报价(扩展的)

Title (TR) ERP Teklif (Gelişmiş)

Title (NL) ERP Offerte (uitgebreid)

Title (IT) ERP Offerta (ampliato)

Title (CS) ERP Nabídka (rozšíř.)

Title (PL) ERP Oferta (rozszerzone)

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Title (DA) ERP Tilbud (udvidet)

Title (FI) ERP Tarjous (Laajennettu)

Title (JA) ERP見積(拡張)Title (NO) ERP Tilbud (utvidet)

Title (SV) ERP Offert (utvidgad)

Title (HE) ERP הצעת מחיר (מורחבת)

Title (KO) ERP 견적(확장형)

Title (HU) ERP árajánlat (kiterjesztett)

Title (RO) ERP ofertă (extinsă)

Title (AR) ( الممتدة ( ERP عروضاألسعار


4. Repeat step 2 for the following links. Change only the data given here, which are different to the above


Logical Link ID YB-TX-VA01

Type Launch Transaction

Target ID EXECLTX

Parameter YBP_ERP_TX_VA01

Parameter Class CL_CRM_UI_LTX_NAVBAR_PARAM

Icon Name (optional) GC_ICON_OBJECT_REPORT

Title (EN) ERP Sales Order (Extended)

Title (DE) ERP Kundenauftrag (Erweitert)

Title (ES) ERP Pedido cliente (extendido)

Title (FR) Commande client ERP (étendue)

Title (PT) Orden de venda ERP (extendido)

Title (RU) ERP Сбытовые заказы (расширено)

Title (ZH) ERP 销售订单(扩展的)

Title (TR) ERP Satış Siparişi (Gelişmiş)

Title (NL) ERP Verkoop order (uitgebreid)

Title (IT) ERP Ordine di vendita (ampliato)

Title (CS) ERP Prodejní zakázka (rozšíř.)

Title (PL) ERP Zlecenie sprzedaży (rozszerzone)

Title (DA) ERP Salgsordre (udvidet)

Title (FI) ERP Myyntitilaus (Laajennettu)

Title (JA) ERP受注(拡張)Title (NO) ERP Kundeordre (utvidet)

© SAP SE of 24



Title (SV) ERP Kundorder (utvidgad)

Title (HE) ERP הזמנת לקוח (מורחבת)

Title (KO) ERP 판매 오더(확장형)

Title (HU) ERP értékesítési rendelés (kiterjesztett)

Title (RO) ERP comandă de vânzări (extinsă)

Title (AR) ( الممتدة ( المبيعات ERP أوامر

Description ERP Transaction VA01


ResultThe logical link has been defined for the transaction.

5.3.1.1Assigning Link to Work Center

UseTo make the logical links available for a business role, the links are assigned to work center link groups, which themselves are assigned to work centers.

Procedure Complete the following steps to extend the content of business role YBP_SLS_MAN.

1. Access the activity using the following navigation options:


SAP CRM IMG menu Customer Relationship Management Business Roles Define Business Role

2. Select Business Role YBP_SLS_MAN.

3. Choose Adjust Work Center Group Links and set the following records to “Visible”:

Work Center ID

Group ID Logical Link ID

In Menu Visible Logical Link Title

SLS-CYCLE SLS-ERP-CR YB-TX-VA01 ERP Sales Order (Extended)

SLS-CYCLE SLS-ERP-CR YB-TX-VA21 ERP Quotation (Extended)

SLS-CYCLE SLS-ERP-SR YB-TX-VA01 ERP Sales Order (Extended)

SLS-CYCLE SLS-ERP-SR YB-TX-VA21 ERP Quotation (Extended)


ResultYou added new links to the WebClient UI for holders of business role YBP_SLS_MAN. with which you can start several ERP transactions.

© SAP SE of 24


6 Tips and Tricks

6.1 Issue: Logon not Possible

UseSometimes it is a problem to log on to the desired business role although the assignment of the business role to the user is done.

To solve the problem, carry out the following steps.


Transaction code SM30

2. In the Table/View field enter the value VUSREXTID.

3. Choose Maintain.

4. In the dialog box enter the value DN for the field External ID type.

5. Choose Enter.

6. Find your user and deselect the field Act.

7. Choose Save.

8. Retry logging on to the business role.

9. If this does not help, carry out step 10.

10. Call transaction SU01 and assign to the user the parameter CRM_UI_PROFILE with value X.

11. Choose Save.

ResultNow you can log on to your business role.

7 Useful Links

UseFor further information according to the topics business roles, UI Personalization and UI configuration refer to the following links:

Business Roleshttp://help.sap.com/saphelp_crm70/helpdata/en/86/3af0840ccb4e8c97161f5514cfd88d/frameset.htm

UI-Personalizationhttp://help.sap.com/saphelp_crm70/helpdata/en/c2/e9753fe8b846cf97a0d9e22b538994/content.htm

© SAP SE of 24

http://help.sap.com/saphelp_crm70/helpdata/en/c2/e9753fe8b846cf97a0d9e22b538994/content.htm

http://help.sap.com/saphelp_crm70/helpdata/en/c2/e9753fe8b846cf97a0d9e22b538994/content.htm

http://help.sap.com/saphelp_crm70/helpdata/en/86/3af0840ccb4e8c97161f5514cfd88d/frameset.htm

http://help.sap.com/saphelp_crm70/helpdata/en/86/3af0840ccb4e8c97161f5514cfd88d/frameset.htm


UI Configuration Tool:http://help.sap.com/saphelp_crm70/helpdata/de/90/87cc8dda2e404393a139fd886a2394/frameset.htm

© SAP SE of 24

http://help.sap.com/saphelp_crm70/helpdata/de/90/87cc8dda2e404393a139fd886a2394/frameset.htm

http://help.sap.com/saphelp_crm70/helpdata/de/90/87cc8dda2e404393a139fd886a2394/frameset.htm

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