Templates for Web Requests

Use

SAP also delivers the corresponding Customizing objects and Customizing settings for transaction processing and billing in addition to the sample requests (SAP_DEMO01 – SAP_DEMO05) for Web requests.

We recommend that you use the Customizing objects delivered by SAP as templates for setting up your own Web requests. The following demonstrates how these templates can be used. The specific context for Web requests is explained – general information on the individual functions can be found in the corresponding CRM function documentation.

Note that the settings for the integrative use with other SAP systems is not discussed here.

Process

You make the following settings in Customizing for SAP CRM:

Copy Transaction Type

Choose IMG activity Define Transaction Types. Select transaction type SWRA as the template for Web requests with an item or transaction type SWRB for Web requests without an item and create your transaction type in the customer namespace using the copy function (Copy as…F6).
Note

Service must be set as the leading business transaction category for Web requests. Other business transaction categories are Contact and, for Web requests with an item, Sales. The business transaction categories are set as defaults in the transaction types SWRA and SWRB.

The following Customizing objects are delivered in addition to the transaction types for the Web requests:
- Organization data profile 000000000022
- Partner schema 00000028 and 00000029
- Subject profile ACTPS0001
- Determination rule ACT_REASON_A (scenario Service) and SWR_ACTRSN_A (scenario Sales)
- Action profile PARKING_PERMIT_WSSO, VERIFY, WEBREQ_PC_SIGNATURE
For more information, see Define Transaction Types.
Optional: Define Item Category

The preconfigured item category SWRP (Web request item) is delivered for Web requests with items (transaction type SWRA). If you want to support a different item processing, choose the IMG activity Define Item Categories and use the item category SWRP as a template for your own item categories.
SAP GUI: Set Screen Sequence Control

You only need to define these settings if you want to use SAP GUI as the user interface.

Choose IMG activity Set Screen Sequence Control. Use transaction types SWRA or SWAB as the template to create your own transaction types using the screen profiles delivered (SRV_WORD for Web requests or SRV_WORDER for Web requests without an item).
Process Transaction: Define Item Category Determination

In the following step you define which item categories the system should propose for transaction processing when creating a Web request. You define this in Customizing for CRM by choosing Transactions Basic Settings Define Item Category Determination.
Billing: Define Item Category Determination

The item category determination can be used to assign a corresponding item of CRM billing from the billing relevant data of Web requests. You define this in Customizing for CRM by choosing Billing Item Category Determination Assign Item Categories.