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EHP3 for SAP CRM 7.0

October 2014

English

CRM WebClient UI - Basic Settings (C04)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide

Copyright

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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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Revision Change Date Description

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Icons

Icon Meaning

Caution

Example

Note or Tip

Recommendation

Syntax

Typographic Conventions

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............................................................................................................................. 7

2 Preparation........................................................................................................................ 7

2.1 Prerequisites............................................................................................................7

2.2 Restrictions..............................................................................................................7

3 CRM WebClient UI............................................................................................................7

3.1 CRM WebClient Configuration Scope of SAP BP CRM...........................................7

4 Prerequisites for CRM WebClient Usage...........................................................................9

4.1 HTTP Services.........................................................................................................9

4.1.1 Activating HTTP Services in CRM.......................................................................9

4.1.2 Checking HTTP Services in ERP......................................................................11

5 Business Role Configuration............................................................................................11

5.1 Defining Function Profile........................................................................................13

5.2 Defining Recent Items Configuration.....................................................................13

5.3 Creating Role Configuration Key...........................................................................14

5.4 Defining Navigation Bar Profile..............................................................................15

5.5 Defining Report Type Profile..................................................................................17

5.6 CRM WebClient UI Business Roles.......................................................................17

5.6.1 Copying Roles to Customer Name Space.........................................................17

5.6.2 Creating User Role Z_PCC_ERMS_ADMIN.....................................................19

5.6.3 Defining Business Role.....................................................................................20

6 Profile Setup.................................................................................................................... 21

6.1 Deactivating Work Centers....................................................................................22

6.2 Include/Exclude Logical Links................................................................................22

6.2.1 Including/Excluding Logical Links for a Business Role......................................22

6.2.2 Including/Excluding Direct Links for a Business Role........................................23

6.3 Additional Profile Adjustments...............................................................................24

7 System User for WebClient UI.........................................................................................25

7.1 Creating System User............................................................................................25

7.2 Adapting System User...........................................................................................26

8 Authorization Setup..........................................................................................................27

8.1 Installing the Profile Generator..............................................................................27

8.2 Authorization Profile...............................................................................................28

8.2.1 Generating Authorization Profiles......................................................................28

8.2.2 Assigning PFCG Roles to Users........................................................................29

9 Entering the CRM WebClient UI......................................................................................30

10 UI Configuration for Lean User Interface......................................................................31

10.1 Defining UI Configuration for Overview Pages.......................................................31

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10.2 Checking Assignment Block Descriptions..............................................................33

11 UI Configuration using BSP Component Workbench...................................................34

11.1 Additional Fields for Master Data Entry Screens...................................................34

11.1.1 Maintaining Entry Screen for Employees...........................................................34

11.1.2 Maintaining Entry Screen for Accounts..............................................................35

11.1.3 Maintaining Entry Screen for Contact Persons..................................................36

11.1.4 Maintaining Sales Area Data Screen for Corporate Accounts...........................38

11.2 ERP Partner Function Description Field for Contact Person..................................39

11.2.1 Division Field in the Product Master..................................................................40

12 Pre-Assembled Deployment.........................................................................................41

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CRM WebClient UI - Basic Settings: Configuration Guide

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

2 Preparation

2.1 PrerequisitesBefore starting with the installation of this building block, please have a look at the document Quick Guide to Implementing SAP Best Practices for CRM.

The building block CRM WebClient contains all necessary steps which are basic for the configuration of any WebClient UI.

2.2 RestrictionsSAP Best Practices provides predefined Business Roles for CRM WebClient configuration and predefined PFCG roles for setting up an authorization concept.

The Business Roles and PFCG roles are only intended to be used as a template for the Best Practices scenario scope. No guarantee is given for correctness and completeness of these roles. The roles and the assigned authorizations have to be validated and adapted to the specific customer requirements in order to be used in a productive system.

3 CRM WebClient UI

3.1 CRM WebClient Configuration Scope of SAP BP CRM

The CRM WebClient UI consists of the following main UI elements:

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The UI elements can be adapted very flexible to the needs of the end users.

The following table describes CRM WebClient UI configuration tasks, tools for configuration and scope of SAP Best Practices configuration.

Task Tool SAP BP CRM Scope

Allow defined UI adaptations for end users

Personalization Exemplarily

Visibility of work centers, work center link group, logical links

Customizing (business role, navigation bar)

Yes

Adaptation of Overview Pages: Position, add, remove, rename fields

UI configuration tool Exemplarily

Create customer-specific fields Easy Enhancement Workbench

No

Enhance components, views and so on BSP Component Workbench No

Define Authorization Authorization Role Maintenance (PFCG)

Exemplarily

Further information sources regarding WebClient UI configuration:

Installation Guides on the SAP Service Marketplace:www.service.sap.com/crm-inst, SAP CRM 7.0 CRM WebClient UI

SAP Application Help: http://help.sap.com, SAP Business Suite SAP Customer Relationship Management

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http://help.sap.com/

http://www.service.sap.com/crm-inst


SAP CRM 7.0 Application HelpSAP Customer Relationship Management Components and Functions Basic Functions UI Framework and Configuration

SAP CRM trainings: CR580 SAP CRM User Interface, CRM UI Deep Dive Workshops

4 Prerequisites for CRM WebClient Usage

4.1 HTTP Services4.1.1 Activating HTTP Services in CRM

UseIn this step, you check the activation status of several services which are used by the CRM WebClient UI. In case a service is not activated yet, you need to activate it.

SAP Note 1115493 provides the latest information about mandatory HTTP services for the CRM WebClient UI. Please check this note in addition to the services listed below.

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

Transaction code SICF

SAP CRM IMG menu SAP NetWeaver Application Server Internet Communication Framework Configure and Activate HTTP Services Individually

2. On screen Maintain Services 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

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

default_host > sap > bc > gui > sap > its

default_host > sap > bc > contentserver

default_host > sap > bc > soap > ici_ssl

default_host > sap > bc > soap > ici

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default_host/sap/bc/bsp/sap/crm_ui_frame

default_host/sap/bc/bsp/sap/crm_bsp_frame

default_host/sap/bc/bsp/sap/gsbirp

default_host/sap/bc/bsp/sap/thtmlb_scripts

default_host/sap/bc/bsp/sap/thtmlb_styles

default_host/sap/bc/bsp/sap/crm_thtmlb_util

default_host/sap/bc/bsp/sap/bspwd_basics

default_host/sap/bc/bsp/sap/bsp_wd_base

default_host/sap/bc/bsp/sap/crmcmp_hdr

default_host/sap/bc/bsp/sap/crmcmp_hdr_std

default_host/sap/bc/bsp/sap/uicmp_ltx

default_host/sap/bc/bsp/sap/bsp_dlc_frcmp

default_host/sap/bc/bsp/sap/ic_base

all services under /default_host/sap/crm

default_host/sap/bc/bsp/sap/crm_ui_start

all services under /default_host/sap/webcuif

After you have activated the contentserver service, you need to create an external alias with contentserver as target element. This is necessary in order to view attachments in the WebClient UI, for example address lists which are generated during campaign management.

For further information, please refer to SAP Note 606745, solution 1. However, use SAP Note 606745 for background information purposes only. The steps described below contain all the necessary configuration steps.

7. Choose External Aliases.

8. On the Maintain external aliases screen mark the entry default_host.

9. Choose Create New External Alias (F5).

10. On the Maintain external alias screen, make the following entries:

Field Entry

External Alias /sap/bc/contentserver

Description 1 /default_host/sap/bc/contentserver

Tab Logon Data

Procedure Required with Logon Data

Client <Enter the client you are working in>

User RFCUSER

Password WELCOME

Security Requirement Standard

Tab Trg Element

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Follow the path default_host sap bc mark the entry contentserver and double-click it

11. Choose Save (Ctrl+S).

If you receive a system short dump, when you choose the Trg Element tab, please refer to SAP Note 1042052.

ResultThe different HTTP services used by the CRM are now checked and activated.

4.1.2 Checking HTTP Services in ERP

UseIn this step, you check the activation status of several services which are used by the ERP. In case a service is not activated yet, you need to activate it.

SAP Note 517484 provides the latest information about mandatory HTTP services. Please check this note in addition to the services listed below.

Not relevant for CRM Standalone Scenarios.


Transaction code SICF

SAP ERP IMG menu SAP NetWeaver Application Server Internet Communication Framework Configure and Activate HTTP Services Individually

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

3. Navigate to the service default_host > sap > bc > gui > sap > its.

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


ResultThe different HTTP services used by the ERP are now checked and activated.

5 Business Role ConfigurationUseTo set up the CRM WebClient UI for the users of the system you need SAP users, authorization roles and business roles. This chapter tells you how to set up authorization roles

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide and business roles for the different users of the CRM WEBCLIENT UI. Using different business roles enables you to tailor the system for its users individually in terms of profiles, screens, set of functionalities and authorizations.

Business Role assignments

The following profiles are assigned to the business role:

Navigation Bar Profile

o Assignment of work centers, work center link groups, direct link groups and logical links

Role Configuration Key

o Assignment of adapted UI views (for example add/move/rename field) by using the UI configuration tool

Technical Profile

o Assignment of specific technical settings, for example required for Interaction Center functionality

Layout Profile

Function Profile

o Assignment of additional functional areas, for example links that appear in the navigation bar or used reporting framework (SAP BI or Interactive Reporting).

Business role determination for users:

The Business Role is assigned to an Organizational Unit / Position in the Organizational Model and the User/Business Partner (Employee) is assigned to a Position.

The determination of the Business Role evaluates the path User Employee Position/Organizational Unit.

The assignment of Business Roles to Positions in the Organizational model will take place in the building block CRM Organizational Model.

For testing purposes, for example Organizational Model has not been configured, a Business Role can be assigned directly to the user. In the user maintenance (transaction SU01) assign Parameter ID CRM_UI_PROFILE with Parameter Value <Business Role Key> on the Parameters tab to the user.In this case, the assignment within the Organizational Model will not be taken into account.

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5.1 Defining Function Profile

UseThis activity enables you to create one parameter profile (function profile) to use favorites, tags and the go to menu in the CRM WebClient.

Procedure1. Access the activity by navigating as follows:

Transaction code SPRO

SAP CRM IMG path Customer Relationship Management UI Framework Technical Role Definition Define Parameters

2. Highlight standard profile definition UIF_PROF.

3. Choose Copy and maintain the following values:

Field name Value

Profile YUIF_PROF

Description BP Prof. for Favorits,Tags,Go

4. Press ENTER. In the dialog box choose copy all.

5. Press ENTER to confirm all system information messages.

6. Highlight the new profile YUIF_PROF from the Profile Definition table and choose view Parameter Assignment with double-click.

7. Make sure the following entries are available:

Name Value

FAVORITES_ALLOWED TRUE

FAVORITES_COMMUNITY TRUE

TAG_CLOUDS_ALLOWED TRUE

TAG_CLOUDS_COMMUNITY TRUE

8. Choose New Entries and enter the following additional values one by one:

Name Value

GOTO_ENABLED TRUE

CRM_CM_COMMIT X

9. Save your entries and select a customizing request if required.

ResultYou have created a new function profile which can be used to enable favorites, tags and go to functionality in the CRM WebClient.

5.2 Defining Recent Items Configuration

UseThis activity creates a consistent configuration for the Recent Items block in navigation bar. This configuration always shows the ID and the description for One Order documents and the

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide name of business partners. This configuration overwrites the standard SAP configuration, which defines which information is displayed in the recent items block.

Procedure1. Access the activity by navigating as follows:

CRM Transaction code SM30

2. In field Table/View enter CRMC_REC_OBJ_AC and choose Maintain.

3. Choose New Entries and enter the following values:

External Object Name

Object TypeObject Action

Attribute Path Attribute Path

BTOrder B Display //BTOrderHeader/OBJECT_ID //BTOrderHeader/DESCRIPTION

BTOrder BT126_APPT B Display //BTOrderHeader/OBJECT_ID //BTOrderHeader/DESCRIPTION

ERPOrder B Display //ERPOrderHeader/VBELN //ERPOrderHeader/AUART_T

4. Save your entries and select a workbench request if required.

ResultYou have created two new entries in the customizing table for overwriting SAP delivered configuration for the recent items block.

5.3 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 compared to the original. 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 e 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

YBP General Role Config Key for BP

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 Business Roles.

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5.4 Defining Navigation Bar Profile

UseWork Centers are the first-level navigation entries in the navigation bar of the CRM WebClient UI. Every first-level menu item has an individual work center page. It contains a set of shortcuts and access to all work center related SAP CRM components.

All relevant Work Centers which you need for a certain role are defined in the Navigation Bar Profile which is assigned to this role. In the Navigation Bar Profile you can add or delete Work Centers.

For SAP Best Practices for CRM we need to define a new navigation bar profile for business role YBP_POWERUSR.


Transaction code CRMC_UI_NBLINKS

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

2. Highlight standard navigation bar profile SLS-PRO and choose Copy As... (F6).

3. Maintain the following data and press Enter:

Nav Bar Profile Description

YBP_POWER_USER BP Power User

4. Choose Enter and confirm the information message.

5. Choose copy all and confirm all confirmation messages (keep Enter pressed).

6. Choose button Skip (Shift+F8) if you are asked to maintain additional values for any objects (for example, in the Objection Action environment).

7. Choose Save (Ctrl+S) and select a customizing request if necessary.

8. Double-click on Define Work Centers in the left-hand Dialog Structure and highlight work center SLS-REPORT and choose Copy As… (F6).

9. Maintain the following data and press Enter:

WorkCenter Title Description

POW-REPORT Reports for Power Users Reports for Power Users

10. Choose copy all and confirm all confirmation messages (keep Enter pressed).


12. Highlight WorkCenter POW-REPORT, double-click on Assign Work Center Link Groups To Work Center in the left-hand Dialog Structure and assign the following groups. Delete all others.

Group ID Position

ANA-RPT-SR 5

MKT-ACC-RP 80

MKT-CPG-RP 90

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Group ID Position

MKT-ELM-RP 100

MKT-FIN-RP 110

MKT-LEA-RP 120

MKT-TPM-RP 130

SLS-ACC-RE 10

SLS-ACT-RE 20

SLS-LEA-RE 30

SLS-MAR-RE 70

SLS-OPP-RE 40

SLS-PLA-RE 80

SLS-PRD-RE 50

SLS-SLS-RE 60

SLS-TPM-RP 70


14. Highlight the new navigation bar profile YBP_POWER_USER and double-click on view Assign Work Centers To Navigation Bar Profile in the left-hand Dialog Structure.

15. Choose New Entries (F5) and select the relevant additional work centers using the input help and enter its future position in the navigation bar.

16. For profile YBP_POWER_USER assign the following work centers. Delete all others.

Work Center Position

CT-WORKLST 20

MD-ALL 30

MKT-ALL 40

POW-REPORT 70

REPORT_SCH 80

SLS-CYCLE 45

SLS-ADMIN 50

SLS-HOME 10

SRV-CONTR 60

IC-MGRKM 65

17. Save your entries and choose Back (F3).

18. In case you want to assign additional links to your Work Center Link Groups:Double-click on view Define Work Center Link Groups in the left-hand Dialog Structure and highlight the corresponding Group ID. Double-click on view Assign Links (the one below Define Work Center Link Groups) and choose New Entries (F5). Enter the Logical Link ID and choose Save (Ctrl+S).

ResultA new navigation bar profile with extended work center assignments has been created to be used for new business role YBP_POWER_USER.

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5.5 Defining Report Type Profile

UseTo make the links for CRM Interactive Reporting available when logging on to the CRM WebClient UI, the Interactive Reporting needs to be activated in the business roles using this generic new reporting profile.


Transaction code CRMC_REPO_OPT

SAP CRM IMG menu Customer Relationship Management CRM Analytics Define Report Type Profile

2. Choose New Entries and maintain the following values:

Field Value

Reporting Profile ID YBP_REPORTING

Act. Reporting Mode 1 - BI and CRM Interactive Reports Activated

Description BP Reporting

3. Save your entries.

ResultThe links to CRM Interactive Reporting reports are available for those users, who access the CRM WebClient UI using the according SAP Best Practices business roles.

5.6 CRM WebClient UI Business Roles

UseThe purpose of this activity is to copy a standard WebClient UI business role and to assign a new authorization role to it. The WebClient UI business role is designed to centralize the authorizations, navigations, and content of the CRM WebClient UI.

The business roles will be adapted to the Best Practices scenario scope.

Copying business roles and assigning them to the relevant positions (see section Assigning Business Roles to Position) enables you to tighten or widen content available in WebClient UI, to take up roles and to change the navigation.

5.6.1 Copying Roles to Customer Name Space

UseUse this activity to set up authorization roles.

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PrerequisitesAll authorization roles necessary for SAP Best Practices for CRM have been predefined and are provided via the SAP Best Practices for CRM Add-On.

The Add-On has been implemented in the CRM system in the technical preparation phase of this installation.

The authorization roles are delivered in the SAP name space because they are considered to be used as templates for a customer-specific authorization concept.

As a prerequisite for customer-specific modifications the roles have to be copied into the customer name space (Z_*).


Transaction code PFCG

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

2. Enter the first SAP Role ID (see list below) and choose menu Role Copy.

3. Enter the new Customer Role ID (see list below) in field to role and choose Copy All.

4. Repeat these steps for the following roles:

SAP Role Customer Role

SAP_CBPR_POWERUSER-S Z_POWERUSER-S

SAP_CBPR_MKT_EMPL-S Z_MKT_EMPL-S

SAP_CBPR_MKT_MGR-M Z_MKT_MGR-M

SAP_CBPR_SLS_EMPL-S Z_SLS_EMPL-S

SAP_CBPR_SLS_MGR-M Z_SLS_MGR-M

SAP_CBPR_SRV_EMPL-S Z_SRV_EMPL-S

SAP_CBPR_SRV_MGR-M Z_SRV_MGR-M

SAP_CBPR_SRV_TECH-S Z_SRV_TECH-S

SAP_CBPR_IC_MGR-M Z_IC_MGR-M

SAP_CBPR_ICAGT_MKT-S Z_ICAGT_MKT-S

SAP_CBPR_ICAGT_SLS-S Z_ICAGT_SLS-S

SAP_CBPR_ICAGT_SRV-S Z_ICAGT_SRV-S

SAP_CRM_UIU_FRAMEWORK Z_CRM_UIU_FRAMEWORK

SAP_CRM_UIU_IC_ITSDAGENT Z_CRM_UIU_IC_ITSDAGENT

SAP_CRM_UIU_SRQM_PROFESSIONAL Z_CRM_UIU_SRQM_PROFESSIONAL

SAP_CRM_UIU_SRQM_REQUESTER Z_CRM_UIU_SRQM_REQUESTER

SAP_BC_BMT_WFM_SERV_USER Z_BC_BMT_WFM_SERV_USER

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Make sure that the customer roles are created exactly with the role ID listed in the table above because these role IDs will be assigned to Business Roles and users in the following steps.

ResultThe roles have been successfully copied into the customer name space.

5.6.2 Creating User Role Z_PCC_ERMS_ADMIN

UseUse this activity to create authorization role Z_PCC_ERMS_ADMIN as a copy of standard role SAP_PCC_ERMS_ADMIN.

This role needs a special paragraph in this guide (and is not copied together with other roles in former paragraph) due to the fact that standard role SAP_PCC_ERMS_ADMIN needs to be slightly modified.

PrerequisitesAll authorization roles being necessary for SAP Best Practices for CRM have been predefined and are provided via the SAP Best Practices for CRM Add-On.

The Add-On has been implemented in the CRM system in the technical preparation phase of this installation.

The authorization roles are delivered in the SAP name space because they are considered to be used as templates for a customer-specific authorization concept.

As a prerequisite for customer-specific modifications the roles have to be copied into the customer name space (Z_*).




2. In Role Maintenance screen, enter the following field values

Field name Field Entry

Role SAP_PCC_ERMS_ADMIN

3. Choose Role Copy from the menu.

4. On the Query screen, enter the following field values:


From role SAP_PCC_ERMS_ADMIN

To role Z_PCC_ERMS_ADMIN

5. In the dialog box choose Copy All

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 6. In case screen Log Display appears, ignore the error message and choose Back (F3).

7. On the Role Maintenance screen, enter the following field values


Role Z_PCC_ERMS_ADMIN

8. Choose menu Role Change.

9. On the Change Roles screen, delete content of Target System field, or make sure that content of Target System field is blank.

10. Choose Save. Choose Back.

ResultThe role Z_PCC_ERMS_ADMIN has been successfully created.

5.6.3 Defining Business Role

UseUse this activity to set up business roles.


Transaction code CRMC_UI_PROFILE

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

2. Choose New Entries to create a new role and make the following entries.Then choose Enter, disregard all the warning messages and then choose Save (Ctrl+S).


Business Role YBP_POWERUSR

Profile Type CRM WebClient Business Role

Description BP Power User

Role Config Key YBP

Nav Bar Profile YBP_POWER_USER

Layout Profile CRM_UIU_MASTER

Technical Profile DEFAULT

PFCG Role ID Z_POWERUSER-S

Logo Text

3. Select the Business Role YBP_POWERUSR and choose view Assign Function Profiles.

4. Choose New Entries and make the following entries:

Function Profile ID Profile Value

CRMUI_MPLAYOUT DEFAULT

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Function Profile ID Profile Value

CRMUI_NAVBAR YBP_POWER_USER

CENTRAL_SHARING_TOOL SHARER

PARAMETERS YUIF_PROF

REPORTING_PROF YBP_REPORTING

TRANSINBOX SALESPRO


ResultThe assignment of Business Roles to positions in the organizational model will take place in the building block CRM Organizational Model.

6 Profile SetupPurposeThe purpose of this activity is to extend or limit the content of the WebClient UI for a particular business role. In order to make available only the content for a user that is required for the user’s business needs, different components of the WebClient UI can be activated or deactivated specifically for a role. Furthermore, the views used in more than one business role may need to be configured role-dependent in order to facilitate the business needs of the users. As all business roles use unique role configuration keys, it is possible to tailor the same view differently for users of different business roles.

For further reference of the names of the individual screen elements see the following picture.

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WebClient UI screen areas

6.1 Deactivating Work Centers

UseWork Centers are the first-level navigation entries in the navigation bar of the CRM WebClient UI. Every first-level menu item has an individual work center page. It contains a set of shortcuts and access to all work center related SAP CRM components.

Work Centers can easily be deactivated for all users using a Business Role.

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



2. Choose a Business Role.

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

4. To deactivate a Work Center, select the corresponding Inactive checkbox.


Please see document C04_CRM703_WebClient_Navigation_Bar_Profile.xls in order to identify the relevant work centers for the relevant SAP Best Practices business role YBP_POWERUSR.

ResultYou have successfully deactivated the work centers.

6.2 Include/Exclude Logical Links

UseLogical links are used to navigate to different parts within the CRM WebClient application. To make logical links available for a business role, links can be grouped into work center link groups and assigned to work centers, which themselves are assigned to the business role via a navigation bar profile in which it is contained. Those logical links available for a role can individually be made visible or not visible in the business role as second level entries in the navigation bar (in the menu) and can be made visible or not visible as links in the work center pages.

The purpose of this activity is to define the visibility of individual logical links available for a business role via work center link groups.

Adding new links to a business role requires the links to be added to work center link groups and work centers or to be assigned to the business role via direct link groups.

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6.2.1 Including/Excluding Logical Links for a Business Role

UseUse this activity to set logical links to visible in the business roles either as second level entries in the navigation bar (in the menu) and/or as links in the work center pages.

Procedure Complete the following steps to extend the contents of the business roles:

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



2. Select the Business Role you want to adjust.

3. Double-click Adjust Work Center Group Links in the left-hand dialog structure. Set the visibility of the links by selecting the column In Menu to make a link available as second level entry in the navigation bar and/or the column Visible to make a link available in the work center.


Please see document C04_CRM703_WebClient_Business_Roles.xls in order to identify the relevant work center group links for the relevant SAP Best Practices business role YBP_POWERUSR.

ResultYou adjusted the business roles with new content.

A complete list with all settings for the Visible Work Center Group Links grouped by business roles, which will be the result when all settings within this guide have been made, is provided in the file C04_CRM703_WebClient_Business_Roles.xls.

Apply the steps described above for each business role to manually configure WebClient UI should there be any differences after completing this guide.

6.2.2 Including/Excluding Direct Links for a Business Role

UseUse this activity to set direct links to visible in the business roles in the direct link group in navigation bar.

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




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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 3. Double-click Adjust Direct Link Groups in the left-hand dialog structure and select the

relevant group with title Create. Double-click on Adjust Direct Links. Set the visibility of the links by selecting the Visible column to make a link available in the navigation bar direct link group.


Please see document C04_CRM703_WebClient_Direct_Links.xls in order to identify the relevant direct links for the relevant SAP Best Practices business role YBP_POWERUSR.


Apply the steps described above for each business role to manually configure WebClient UI should there be any differences after completing this guide.

6.3 Additional Profile Adjustments

UseIn some cases, when automated content activation with the Solution Builder transaction has been used, the completeness of certain settings needs to be checked and adjusted if necessary.

Use this activity to correct or enhance work center or logical links visibility in the business roles. For logical links either as second level entries in the navigation bar (in the menu) and/or as links in the work center pages.

Procedure Complete the following steps to extend the contents of the business roles:

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




3. For the activation or deactivation of Work Centers:

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

b. To deactivate a Work Center, select the corresponding Inactive checkbox. To activate a Work Center, leave the corresponding Inactive checkbox blank.

2. For including/excluding Logical Links:

a. Double-click on Adjust Work Center Group Links in the left-hand dialog structure. Set the visibility of the links by selecting the column In Menu to make a link available as second level entry in the navigation bar and/or the column Visible to make a link available in the work center.


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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide Please check and make the following adjustments for the business role YBP_POWERUSR if necessary:

Work Center Group ID Link Visible 2nd Level Navigation

SLS-ADMIN (Sales Operations)

SLS-TMP-SR (Search)

Activity Journal Templ. Types (SLS-TYP-SR)

Yes No

Activity Journal Templates (SLS-TYP-SR)

Yes No

SLS-TMP-CR (Create)

Activity Journal Template (SLS-TYP-CR)

Yes No

Activity Journal Template Type (SLS-TYP-CR)

Yes No


7 System User for WebClient UI

7.1 Creating System User

UseThese system users are only intended to be used for accessing the CRM system exclusively via the CRM WebClient.

For technical reasons, like setting up organizational structure or editing its hierarchy, there is a need for a power user and the sales employee. The power user holds all the business content available in CRM WebClient UI. As power users are not necessarily assigned in the organizational model, the business role is assigned to the user by directly. The sales employee is needed for technical reasons and is reused in the further chapters.

These system users will be assigned to employees in the Building Block CRM Organizational Model.

ProcedureCreate the following new system user:

User Last Name First Name Function

POWER_USER User Power Configuration User

1. To create the new user, choose one of the following navigation options:

Transaction code SU01

SAP CRM GUI menu Architecture and Technology System Administration User Maintenance Users

2. In the User field, enter the system user name.

3. Choose Create (F8).

4. Enter the following data:

Field name Entry

Address tab page

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Field name Entry

Last name <last name of user>

First name <first name of user>

Function <any description> (optional)

E-mail <E-mail address> (optional)

Parameters tab page

Parameter ID CRM_UI_PROFILE

Parameter Value YBP_POWERUSR

Logon data tab page

Initial password initial

Repeat password initial

User type Dialog

Roles tab page

Role Empty (Assignment takes place in section Authorization Setup)

Profiles tab page

Profile Empty


ResultThe new system user has been created in the CRM system.

7.2 Adapting System User

UseWith this activity you change the initial password of each of the new system users with the first system logon.

For recommendations regarding security for system users please see:http://help.sap.com SAP NetWeaver SAP NetWeaver 7.4 Security Information Security Guide

Procedure1. The password for the new system users is still an initial value.

Log on to the CRM system with these users one after another and change the initial password initial to the new password welcome.

ResultThe SAP Best Practices Business Process Documentation for the scenarios expects the password welcome for these users.

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http://help.sap.com/


8 Authorization SetupPurposeThe SAP authorization concept protects transactions, programs, and services in SAP systems from unauthorized access. On the basis of the authorization concept, the administrator assigns authorizations to the users that determine which actions a user can execute in the SAP system, after he or she has logged on to the system and authenticated himself or herself.

To access business objects or execute SAP transactions, a user requires corresponding authorizations, as business objects or transactions are protected by authorization objects. The authorizations represent instances of generic authorization objects and are defined depending on the activity and responsibilities of the employee. The authorizations are combined in an authorization profile that is associated with a role. The user administrators then assign the corresponding roles using the user master record, so that the user can use the appropriate transactions for his or her tasks.

SAP CRM uses the Business Role concept in the WebClient UI as a central object for controlling the navigation bar, the logical links and the authorizations for users.The business role is assigned to an organizational unit in the Organizational Model.The user is assigned to an organizational unit as well.The business role is assigned to an authorization profile via a PFCG role.

UseSAP Best Practices for CRM facilitates the definition of an authorization concept by providing preconfigured business roles with navigation bars and logical links adapted to the SAP Best Practices scenario scope. In addition, predefined PFCG roles tailored to the Business Role scope can be used to automatically create the corresponding authorization profiles.

All authorization profiles can be adapted according to the necessary requirements and the authorization concept that has to be realized, respectively.

8.1 Installing the Profile Generator

UseThis transaction is used to fill the customer tables of the Profile Generator the first time the Profile Generator is used, or update the customer tables after an upgrade.

Procedure1. Access the activity using the following navigation option:

Transaction code SU25

If you have used the Profile Generator in an earlier release and want to compare the data with the new SAP defaults after an upgrade choose Information about this transaction for a detailed description; otherwise proceed with the following step.

2. Choose action Installing the Profile Generator Initially Fill the Customer Tables.

3. Confirm the information message.

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ResultThe customer tables of the profile generator have been successfully filled, or been successfully updated in case of an upgrade.

8.2 Authorization Profile

UseThe predefined SAP Best Practices PFCG roles (being copied to roles Z_* in section Copying Roles to Customer Name Space) already have authorization object assignments suited to the scope of the Best Practices Business Roles.

The authorization profiles provided by SAP Best Practices must not be used in a productive system because completeness and correctness cannot be guaranteed.These profiles are only intended to be used as a starting point for the definition of a customer-specific authorization concept.

If this authorization does not apply to your project, you should restrict the rights of the user according to your internal authorization guidelines. Please see SAP Note 0338537 for some guidelines.

8.2.1 Generating Authorization Profiles



2. In field Role enter role ID Z_POWERUSER-S (has been copied from role SAP_CBPR_POWERUSER-S) and choose Change.

3. On tab Authorizations choose button Expert Mode for Profile Generation.

4. In dialog box Define Maintenance Type, select radio button Edit old status.

5. On screen Change Role: Authorizations, choose Organizational levels…

6. In dialog box Define Organizational Levels enter the following value and choose Save:

Org. Level ‘From’

Plan Version *

7. For security reasons all authorization objects are delivered in status inactive and have to be activated for usage.Expand the hierarchy to the level of authorization objects (second level) and activate all authorization objects by choosing the icon Activate.

8. Deactivate authorization object S_SERVICE : Choose button Find, enter S_SERVICE in field Authorization Object and choose Find Object.In the row with the technical name S_SERVICE click the icon Deactivate.

9. Insert additional authorization objects: From the menu choose Edit Insert authorization(s) Manual input.

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In dialog box Manual selection of authorizations enter the following authorization objects and choose Continue:- S_SERVICE- S_TCODE- S_DEVELOP

10. Maintain values for the new authorization objects: Choose button Find in order to search for the 3 new authorization objects one after another.Enter the following values and save each entry one after another for each authorization object:

Auth. Object Row Name Value

S_SERVICESRV_NAME *

SRV_TYPE *

S_TCODE TCD WUI, CRM_UI

S_DEVELOP

ACTVT 03 (Display)

DEVCLASS CRM_BSP_UI_FRAME_APPL

OBJNAME CRM_UI_START

OBJTYPE WAPA

P_GROUP *

11. Choose button Generate, and in dialog box Generate profile choose Generate.

12. Choose Save and confirm the default profile name.

13. Choose Back (F3) twice.

14. Repeat the steps for the following single roles listed here:

Single value

Z_CRM_UIU_FRAMEWORK (has been copied from role SAP_CRM_UIU_FRAMEWORK)

Z_PCC_ERMS_ADMIN(has been copied from role SAP_PCC_ERMS_ADMIN)

ResultThe profiles of all necessary single authorization roles have been generated.

8.2.2 Assigning PFCG Roles to Users

UseThe SAP Best Practices PFCG roles have to be assigned to the users.




2. Enter a relevant authorization role and choose Change.

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 3. Choose tab User.

4. Enter a relevant system user in field UserID and choose enter.

5. Choose User Comparison.

6. Choose Complete Comparison.

7. Choose Save.

8. Repeat these steps for the following assignments of system users to authorization roles:

System User Role Assignments

POWER_USER Z_CRM_UIU_FRAMEWORKZ_POWERUSER-S

In case of authorization problems when running the CRM WebClient please use the document CRM Web UI: Analyzing Authorization Problems attached to SAP Note 1244321 as guidance.

ResultThe SAP Best Practices PFCG roles have been successfully assigned to the users.

9 Entering the CRM WebClient UIUse The purpose of this activity is to describe how to access the WebClient UI.

Procedure Access from SAP GUI:

1. Choose Transaction WUI

2. On the logon screen, choose a user, for example POWER_USER with password welcome. Choose the business role YBP_POWER_USER from the list of business roles if requested.

3. The CRM WebClient UI language is automatically determined from the Web Browser settings. To change the language for the Internet Explorer:

Choose Tools → Internet Options

Choose Languages

Make sure that the required language is listed on the first position in the Languages list.

Access via URL

The CRM WebClient UI can also 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/bc/bsp/sap/ crm_ui_start/default.htm?sap-client=<client>&sap-sessioncmd=open

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide For example: http://vmw1234.wdf.sap.corp:50010/sap/bc/bsp/sap/crm_ui_start/default.htm?sap-client=<client>&sap-sessioncmd=open

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.

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

ResultYou have set up access to the CRM WebClient UI and logged on with one of the defined users possessing the assigned business role.

10UI Configuration for Lean User InterfaceUseThe purpose of this activity is to copy the standard UI configurations of the Overview pages to an own template configuration to get a consistent User Interface over the different scenarios.

10.1 Defining UI Configuration for Overview Pages

UseWith this activity you define a new configuration for the following overview pages:

Contact

Individual Account

Corporate Account

Appointment

Interaction Log

Task

Item Details

Lead

Employee

Procedure1. Choose the following navigation option:

Transaction code BSP_WD_CMPWB

SAP CRM IMG menu

Customer Relationship Management UI Framework UI Framework Definition Access UI Component Workbench

2. In the Component field, enter Component Name (see table below, for example BP_CONT).

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 3. Choose Display.

4. In the Component Structure Browser tree, expand the Views node and double-click Component Name/Page (see table below, for example BP_CONT/BPCONTOverview).

5. Choose the Configuration tab page.

6. Choose Edit.

7. Choose Choose Configuration.

8. For each overview page highlight the following existing standard UI configuration as copy template for a new overview page (see table below).

Overview Page

Component Name

Page Role Config Key

Componente Usage

Object Type Object Subtype

Contact BP_CONT BPCONTOVERVIEW

<DEFAULT> <DEFAULT> <DEFAULT> <DEFAULT>

Individual Account

BP_HEAD BPHEADOVERVIEW

<DEFAULT> <DEFAULT> BP_ACCOUNT

INDIVIDUAL

Corporate Account


<DEFAULT> <DEFAULT> BP_ACCOUNT

CORPORATE

Appointment BT126H_APPT APPTOVVIEWSET


Interaction Log BT126H_CALL SALESCALLOVVIEWSET


Task BT125H_TASK TASKOVVIEWSET


Item Details BT130I_OPPT OVERVIEWPAGE


Lead BT108H_LEA LEADOVERVIEWSET


Employee BP_EMPL BPEMPLOVERVIEW


9. Choose Copy Configuration. Choose Yes in the dialog box, and make the following entries:

Parameter Value

Role Config. Key YBP

Component Usage as shown in the table below

Object Type as shown in the table below

Object Subtype as shown in the table below

10. Choose Enter.

Overview Page

Component Name


Componente Usage


Contact BP_CONT BPCONTOVERVIEW

YBP <DEFAULT> <DEFAULT> <DEFAULT>

Individual Account


YBP Overview BP_ACCOUNT

INDIVIDUAL

Corporate Account


YBP Overview BP_ACCOUNT

CORPORATE

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Overview Page

Component Name


Componente Usage


Appointment BT126H_APPT APPTOVVIEWSET


Interaction Log

BT126H_CALL SALESCALLOVVIEWSET


Task BT125H_TASK TASKOVVIEWSET


Item Details BT130I_OPPT OVERVIEWPAGE


Lead BT108H_LEA LEADOVVIEWSET


Employee BP_EMPL BPEMPLOVERVIEW


Adjust the visibility of the assignment blocks as described in the document C04_CRM703_WebClient_Template_for_OVP.xls. Take care of the right assignment block appearance and sequence.

The role configuration key YBP needs to be assigned to each business role in order to use these templates.

11. Save your entries to a transport request.

ResultThe standard UI configurations of the Overview pages have been copied to an own template configuration to get a consistent User Interface over the different scenarios.

10.2 Checking Assignment Block Descriptions

UseIn some cases it might happen that assignment blocks in the newly created overview pages have a technical description only. If this is the case, maintain the assignment block description manually.

You can see the incorrect descriptions of the assignment block once you are logged on to the WebUI.

To find out the correct description check the respective assignment block in the standard UI configuration.

Procedure1. Choose the following navigation option:


SAP CRM IMG menu

Customer Relationship Management UI Framework UI Framework Definition Access UI Component Workbench

2. In the Component field, enter Component Name (see table in previous chapter, for example BP_CONT).

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 3. Choose Display.

4. In the Component Structure Browser tree, expand the Views node and double-click Component Name/Page (see table below, for example BP_CONT/BPCONTOverview).

5. Choose the Configuration tab page.

6. Choose Edit.


8. For each overview page highlight the following existing standard UI configuration as copy template for a new overview page (see table above in previous chapter).

9. In the View area, you can see the details of the Displayed Assignment Blocks.

10. The description can be changed in the column Title.

11. To change the title choose simply click on the title and overtype the wrong content with the correct descriptions

12. Save your entries and confirm the prompt for a customizing request.

ResultThe descriptions of the affected assignment blocks have been changed.

11UI Configuration using BSP Component Workbench

11.1 Additional Fields for Master Data Entry Screens11.1.1 Maintaining Entry Screen for Employees

UseThe database field Grouping in the view Employee has to be added in the view as this field is hidden in the SAP CRM standard entry screen.

Procedure1. Open the User Interface (UI) Configuration Tool.


SAP CRM GUI menu Architecture & Technology Configuration Access BSP WD Workbench

2. In field Component enter value BP_EMPL and choose Display.

3. In the Component Structure Browser of component BP_EMPL select the view Component Views BP_EMPL/EmployeeDetails. Open this view with double-click.

4. Select tab Configuration.

5. Connect to the host server with your CRM system user and password.

6. Choose Choose Configuration and select the single existing SAP standard configuration having Config Key <DEFAULT> and Component Usage <DEFAULT> with double-click.

7. Choose Copy Configuration and choose YES on the confirmation screen.

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 8. Now you can decide on which level the adapted view will be visible. Typically the view

changes have to be visible on the level of a Business Role. In this case you have to select an existing Role Config. Key, that is YBP and choose Continue.

9. Choose button Display <-> Change to switch from Display to Change mode and select a customizing request if necessary.

10. Choose Show Available Fields.

11. In the application area first highlight the field after which the new field shall be inserted (for example, after field Language).

12. In the Available Fields area, highlight the field EMPLOYEE Grouping and then choose the button “+” (Add Field).

13. You can repeat these steps with a second new field, for example EMPLOYEE Nationality.

14. Choose Save.

ResultIf you go back to the Component Structure Browser of component BP_EMPL open the view Component Views BP_EMPL/EmployeeDetails with double-click. Choose Choose Configuration.You can see the new customer configuration having Config Key YBP.

11.1.2 Maintaining Entry Screen for Accounts

UseThe database field Grouping in the view BP_HEAD/AccountDetails has to be added in the view as this field is a hidden field in the SAP CRM standard.



SAP CRM GUI menu

Architecture & Technology Configuration Access BSP WD Workbench

2. In the field Component enter the value BP_HEAD and choose Display.

3. In the Component Structure Browser of component BP_HEAD, select the view Component Views BP_Head/AccountDetails. Open this view with double-click.



6. Choose Choose Configuration and select entry with Config Key <DEFAULT>, Component Usage <DEFAULT>, Object Type BP_ACCOUNT and Object Subtype INDIVIDUAL with double-click.


8. Now you can decide on which level the adapted view will be visible. Typically the view changes have to be visible on the level of a Business Role. In this case you have to select an existing Role Config. Key, that is YBP and choose Continue.

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 9. Choose Edit to switch into Change mode.

10. Confirm the Customizing request.


12. Highlight the field HEADER Grouping (left side) and highlight the field ID in group General Data (right side).

13. Choose the button “+” (Add Field) on the left hand side of the screen.

14. Choose Save to save your entries.


16. Select entry with Config Key <DEFAULT>, Component Usage <DEFAULT>, Object Type BP_ACCOUNT and Object Subtype CORPORATEwith double-click.




20. Highlight the field HEADER Grouping and highlight the field ID in group General Data.



ResultIf you go back to the Component Structure Browser of component BP_HEAD open the view Component Views BP_HEAD/AccountDetails with double-click. Choose Choose Configuration.You can see the new customer configuration having Config Key YBP.

11.1.3 Maintaining Entry Screen for Contact Persons

UseThe database field Grouping in the view Contact has to be added in the view as this field is a hidden field in the SAP CRM standard.



SAP CRM GUI menu


2. In the field Component enter the value BP_CONT and choose Display.

3. In the Component Structure Browser of component BP_CONT, select the view Component Views BP_CONT/ContactDetails. Open this view with double-click.


5. Confirm the logon with your CRM user and password.

6. Choose Edit to switch to Change mode.

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SAP Best Practices CRM WebClient UI - Basic Settings (C04) - Configuration Guide 7. Confirm the Customizing request.

8. Choose Choose Configuration and select the existing SAP standard configuration having Config Key <DEFAULT>, Component Usage <DEFAULT>, Object Type <DEFAULT>, and Object Subtype <DEFAULT> with double-click.




12. Highlight the field HEADER Grouping and highlight the field ID in group General Data.


14. Now highlight the currently entered field Grouping in order to place a second field below.

15. In folder HEADER highlight field Search Term 1 and choose the button “+” (Add Field) on the left hand side of the screen.


17. Choose view BP_CONT/ContactQuickCreateEF with double-click.


19. Choose Edit to switch into Change mode.

20. Confirm the Customizing request

21. Choose Choose Configuration and select the existing SAP standard configuration having Config Key <DEFAULT>, Component Usage <DEFAULT>, Object Type <BP_CONTACT>, and Object Subtype <CONTACT_CREATION> with double-click.



24. Choose Show Available Fields.Highlight the field BUILHEADER Grouping and highlight the field Contact ID in group General Data.


26. Open the folder BUILHEADER and highlight the field Grouping. Then choose the button “+” (Add Field) on the left hand side of the screen.

27. Now highlight the currently entered field Grouping in order to place the second field below.

28. In folder BUILHEADER highlight field Search Term 1 and choose the button “+” (Add Field) on the left hand side of the screen.


ResultIf you go back to the Component Structure Browser of component BP_CONT open the view Component Views BP_CONT/ContactDetails with double-click. Choose Choose Configuration.You can see the new customer configuration having Config Key YBP.

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11.1.4 Maintaining Sales Area Data Screen for Corporate Accounts

UseThe field Maximum Partial Delivers in the View BP_SALES/CORPACCOUNTSHIPPINGEF has to be added in the view as this field is a hidden field in the SAP CRM standard.



SAP CRM GUI menu


2. In the Component field enter the value BP_SALES and choose Display.

3. In the Component Structure Browser of component BP_SALES select the view Component Views BP_SALES/CORPACCOUNTSHIPPINGEF. Open this view with double-click.

4. Choose tab Configuration.


6. Choose Choose Configuration and select entry with Config Key <DEFAULT>, Component Usage <DEFAULT>, Object Type <DEFAULT>and Object Subtype <DEFAULT>, with double-click.



9. Choose Edit to switch into Change mode.



12. Highlight the field Max. Number of Partial Deliveries (left side) and highlight the field Delivery Control: Data (right side).

13. Choose the button “+” (Add Field) on the left-hand side of the screen.


ResultIf you go back to the Component Structure Browser of component BP_HEAD open the view Component Views BP_SALES/CORPACCOUNTSHIPPINGEF Choose Choose Configuration.You can see the new customer configuration having Config Key YBP.

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11.2 ERP Partner Function Description Field for Contact Person

UseWith this configuration end user would be able to view the ERP Partner Function of a Contact Person in the CRM Web UI.




2. In the field Component enter the value BP_CONT and choose Display.

3. In the Component Structure Browser of component BP_CONT, select the view Component Views BP_CONT/ContactDetails. Open this view with double-click.









12. Choose Show Technical Details.

13. Search for the Function field under Available Fields.

14. Choose the fields with the technical names //RELATIONSHIP/STRUCT.FUNCTION and //RELATIONSHIP/FUNCTION_TEXT

15. Choose the button “+” (Add Field) on the left-hand side of the screen.


17. Perform steps 2 to 16 for the following components and views:

Component Name View Technical Name/Column Name

BP_DATA AccountContactsOV Struct.Function

BP_DATA AccountContactsOV Function_text

BP_CONT_SEARCH SearchResult Struct.Function

BP_CONT_SEARCH SearchResult Function_Text

BP_CONT_SEARCH SearchHelpResult Struct.Function

BP_CONT_SEARCH SearchHelpResult Function_Text

BP_CONT_SEARCH Search PAFKT

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Component Name View Technical Name/Column Name

BP_CONT_SEARCH SearchHelp PAFKT

11.2.1 Division Field in the Product Master

UseWith this configuration the end user would be able to add the Division field in the product header area.




2. In the field Component enter the value PRDHS and choose Display.

3. In the Component Structure Browser of component BP_CONT, select the view Component Views PRDHS/Division. Open this view with double-click.

4. Choose tab Configuration.






10.Now you can decide on which level the adapted view will be visible. Typically the view changes have to be visible on the level of a Business Role. In this case you have to select an existing Role Config. Key, that is YBP and choose Continue.

11.Choose Show Available Fields.

12.Search for the Division field.

13.Choose the field and choose the button ”+”

14.Choose Save to save your entries.

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12Pre-Assembled DeploymentUseIf you follow the “pre-assembled deployment” approach, some parts of the SAP Best Practices for CRM content are already activated, whereas others still need to be activated. Therefore, all configuration tasks are classified into one of the following categories:

Pre-Assembly (“Pre”): Configuration tasks classified as ‘Pre-Assembly’ have already been executed and do not need to be re-activated during an implementation project.

Post-Processing (“Post”): ‘Post-Processing’ configuration tasks still need to be performed in the target system landscape.

Some tasks can be classified as both ‘Pre-Assembly’ and ‘Post-Processing’; this means that these tasks have been pre-assembled, but need to be checked and potentially modified during the post-assembly phase.

Configuration TaskERP Integrated CRM Standalone

SystemPre Post Pre Post

4.1.1 Activating HTTP Services in CRM X X CRM

4.1.2 Checking HTTP Services in ERP X n.a n.a ERP

5.1 Defining Function Profile X X CRM

5.2 Defining Recent Items Configuration X X CRM

5.3 Creating Role Configuration Key X X CRM

5.4 Defining Navigation Bar Profile X X CRM

5.5 Defining Report Type Profile X X CRM

5.6.1 Copying Roles to Customer Name Space X X CRM

5.6.2 Creating User Role Z_PCC_ERMS_ADMIN X X CRM

5.6.3 Defining Business Role X X CRM

6.1 Deactivating Work Centers X X CRM

6.2.1 Including/Excluding Logical Links for a Business Role

X X CRM

6.2.2 Including/Excluding Direct Links for a Business Role

X X CRM

6.3 Additional Profile Adjustments X X CRM

7.1 Creating System User X X CRM

7.2 Adapting System User X X CRM

8.1 Installing the Profile Generator X X CRM

8.2.1 Generating Authorization Profiles X X CRM

8.2.2 Assigning PFCG Roles to Users X X CRM

9 Entering the CRM WebClient UI X X CRM

10.1 Defining UI Configuration for Overview Pages X X CRM

10.2 Checking Assignment Block Descriptions X X CRM

11.1.1 Maintaining Entry Screen for Employees X X CRM

11.1.2 Maintaining Entry Screen for Accounts X X CRM

11.1.3 Maintaining Entry Screen for Contact Persons X X CRM

11.1.3 Maintaining Entry Screen for Contact Persons X X CRM

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Configuration TaskERP Integrated CRM Standalone

SystemPre Post Pre Post

Error: Reference source not found Error: Reference source not found

X X CRM

11.1.4 Maintaining Sales Area Data Screen for Corporate Accounts

X X CRM

11.2 ERP Partner Function Description Field for Contact Person

X n.a n.a CRM

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