App Implementation: My Opportunities

In order to be able to implement this app, your system landscape has to be enabled for SAP Fiori. Depending on the database type serving as the basis in your system landscape, it has to be set up for SAP Fiori and has to meet the respective prerequisites:

The SAP product version in the back-end system serving as the basis for the app must be the following:

For more information about the installation of front-end components, see http://help.sap.com/fiori_implementation.

On the back-end server, the following SAP notes must be implemented for this app:

On the front-end server, the following SAP notes must be implemented for this app:

The following sections list tasks that have to be performed to implement the required components of the app. The tables contain the app-specific data required for these tasks.

You can find the data required to perform these tasks in the SAP Fiori apps reference library at:

To be able to implement the app, you must perform the following configuration tasks in the back-end system:

• Assign the Employee business partner role

  Ensure that each user who is to receive access to the app is assigned to a business partner with the Employee role.

• Define transaction types

  Define transaction types for opportunities created in the app in Customizing for SAP CRM, under  Customer Relationship Management  Transactions  Settings for Opportunities  Define Settings for the "My Opportunities" App .

• Configure notes

  To display or create a note in the app, you must configure the text object CRM_ORDERH. This text type for a note accepts changes as P (Log) and " " (Edit). In Customizing for SAP CRM, under  Customer Relationship Management  Basic Functions  Text Management  Define Text Determination Procedure , define the default text determination procedure for text object CRM_ORDERH as follows:

  Example

  If you are using text determination procedure OPP00001, proceed as follows:

  1. In Customizing for SAP CRM, under  Customer Relationship Management  Basic Functions  Text Management  Define Text Determination Procedure , select the text object CRM_ORDERH and, in the tree on the left-hand side, choose Procedure.

  2. In the Procedure area, select OPP00001. In the tree on the left-hand side, choose Definition of Procedure.

  3. On the Definition of Procedure screen, set the Changes field to P or " ".

  Note

  • If multiple text types are marked as P (Log), only the first text type in the sequence is considered in the My Opportunities app.

  • If you want to display notes whose text type accepts changes as P (Log) on the My Opportunities app, you must define an additional text type R (Display Log).

• Configure business partner determination

  Define business partner determination procedure in Customizing for SAP CRM, under  Customer Relationship Management  Basic Functions  Partner Processing  Define Partner Determination Procedure . If business partners proposed by the system do not meet your business needs, use the BAdI CRM_DETERM_BP_ODATA_BADI to extend business partners.

• Set copying control for follow-up transactions

  To create a new transaction that relates to an existing opportunity as a follow-up transaction, set copying control in Customizing for SAP CRM, under  Customer Relationship Management  Transactions  Basic Settings  Copying Control for Business Transactions  Define Copying Control for Transaction Types . Here you can define the permitted combinations of source and target (preceding and follow-up) transactions.

  Note You can specify that only certain activity types which you have specified under  Customer Relationship Management  Transactions  Basic Settings  Copying Control for Business Transactions  Define Copying Control for Transaction Types  can be used as follow-up activities. To specify activity types, activate copying control for activities under  Customer Relationship Management  Transactions  Settings for Activities  Activate Copying Control for Activities . If you do not activate copying control for activities, all the activity types are available for you for follow-up activities.

  You can only create a follow-up transaction if the preceding transaction does not contain any errors. However, this does not apply if you are creating an activity.

• (Optional) Extend the sales organization determination rule

  By default, the app uses the determination rule of the sales organization that is assigned to your account. You can use the BAdI CRM_DETERM_ORG_ODATA_BADI to define your own determination rule.

• (Optional) Adjust mappings between user statuses and system statuses

  By default, when the app is launched, it searches and displays opportunities whose user statuses are mapped to two system statuses, I1002 and I1003. You can adjust mappings between user statuses and the two system statues to display desired opportunities when the app is launched.

• Configure SAP Jam integration

  For more information about SAP Jam configuration, see the SAP Library entry for user interface add-on for SAP NetWeaver on SAP Help Portal at http://help.sap.com/nw-uiaddon. Under Application Help, open the SAP Library and choose Social Media Integration.

If you want to deploy the app for offline use, you need to implement and configure it, then package it for installation on mobile devices. For more information about packaging, see Preparing SAP Fiori Apps for Offline Use.

In step 2 of the process described in Preparing SAP Fiori Apps for Offline Use, provide at least the following properties in the applications property array of the appConfig.js file:

For more information about app implementation, see http://help.sap.com/fiori_implementation  App Implementation Information for SAP Fiori .