App Implementation: My Opportunities
Note
This app version is deprecated. We recommend that you install the app available with the software component UICRM001 100
. If you have already implemented the deprecated version, we recommend to switch to the version available with component UICRM001 100
.
Before you start to implement the app, ensure that your system landscape has been set up to enable SAP Fiori. This also implies that the front-end and back-end components for your app are already available in this system landscape:
SAP Fiori System Landscape Options | |
|---|---|
Configuration of Front-End Server | |
Back-End Product Versions (with Minimum Support Package Stack) Supporting the App |
|
Product Version Containing Back-End and Front-End Components of the App | SAP Fiori transactional apps 1.0 for SAP CRM SPS 4 |
For more information on the installation of the back-end and front-end components of the app, see Installation Information.
For the app, the following software components must be available in your system landscape. These components are contained in the product SAP Fiori transactional apps for SAP CRM
:
Back-End/Front-End Server | Back-End/Front-End Component | Technical Name of Software Component | Support Package Level |
|---|---|---|---|
Back-end server | Back-end component |
| 03 |
Front-end server | Front-end component |
| 03 |
Note
The app offers the possibility to upload documents. For security reasons, we strongly recommend that you install an appropriate virus scanner in your SAP Fiori system landscape and define sufficiently restrictive scan profiles to prevent the upload of malicious content.
For more information on virus scanning and scan profiles for SAP Fiori apps, see Virus Scanning.
For the My Opportunities
app, the following SAP Notes must be implemented:
Back-End/Front-End Server | SAP Note Number | Description |
|---|---|---|
Back-end server (SPS04) | Employee responsible set as blank |
The following sections list tasks that have to be performed to implement the My Opportunities
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 https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/index.html?appId=F0012
.
Component | Technical Name |
|---|---|
OData Service (Version Number) |
|
For more information about activating OData services, see Front-End Server: Activate OData Services.
Component | Technical Name |
|---|---|
SAP UI5 Application |
|
For more information about how to activate the ICF service, see Front-End Server: Activate ICF Services of SAPUI5 Application (for transactional apps) or Activate ICF Service of BSP Application (fact sheets).
The SAP Fiori launchpad is the entry point to SAP Fiori apps. In the launchpad, the user can see and access those Fiori apps that have been assigned by an administrator to the catalog designed for this user's role.
The administrator makes these assignments in the launchpad designer. For more information, see Setup of Catalogs, Groups, and Roles in the SAP Fiori Launchpad.
SAP delivers technical catalogs for groups of SAP Fiori apps as repositories to create your own catalogs in the launchpad designer. Along with these catalogs, more technical content is delivered for each SAP Fiori app. You can find the delivered technical content for each SAP Fiori app in the SAP Fiori apps reference library.
You must assign OData service authorizations for the app to your users.
Caution
Several authorization default values are connected to the OData service. To ensure that all these default values are assigned to a user, you have to follow the instructions given under the documentation links provided.
Make the assignment on the back-end server and on the front-end server:
On the back-end server, a dedicated authorization role (PFCG role) for the OData service is delivered as an example. You can copy this role and adjust it to your needs. For more information, see Back-End Server: Assign OData Service Authorization to Users.
On the front-end server, you must assign the OData service authorization to a new or existing role, such as a business role that has been adjusted according to your needs. For more information, see Add Start Authorizations for OData Services to Role on Front-End and Front-End Server: Assign Roles to Users.
OData Service (Version Number) | Back-End Server: Delivered Authorization Role (PFCG Role) | Front-End Server: Authorization Role |
|---|---|---|
|
| Use an existing role or create a new one. |
Assign the following authorization roles (PFCG roles) to the users of the app:
Make sure that one of the assigned authorization roles contains the following authorizations:
Authorization object S_RFC
(Authorization Check for RFC Access
), with the following values:
Field | Value |
|---|---|
|
|
|
|
|
|
Authorization object S_RFCACL
(Authorization Check for RFC User (e.g. Trusted System)
)
There are no predetermined values for this.
Note
This task only needs to be done once for all SAP CRM apps, not for each app.
None
To enable My Opportunities
, you must perform the following configuration tasks:
Notes
To display or create a note in the My Opportunities
app, you must configure the text object CRM_ORDERH
in the SAP CRM back-end system. With this configuration, the text type accepts changes as P
(Log
). Make the following settings in Customizing for Customer Relationship Management
under :
In this Customizing activity, select the text object CRM_ORDERH
and then choose the Procedure
view.
Select the text determination procedure that has been specified for the transaction type of opportunities (for example, OPP00001
).
Select the Definition of Procedure
view.
Specify the value P
(Log
) in the Changes
field for at least one text type.
Note
If multiple text types are marked as P
(Log
), the first text type in the sequence is considered in My Opportunities
.
If you want to display notes that were created with P
(Log
) on the SAP CRM UI or with the My Opportunities
app, you must define an additional text type: R
(Display Log
). This text type is linked to the UI (as the header note) and the log entries are displayed on the SAP CRM UI. To specify this text type as a header note, you must define it as the first entry in a sequence.
"Employee" Business Partner Role
Ensure that each user who should have access to the My Opportunities
app is assigned to a business partner with the Employee
business partner role.
System Statuses
When you launch My Opportunities
, the default search of records is based on the user statuses that are mapped to the system statuses I1002
and I1003
.
Searching for Opportunities
When you search for opportunities, the search is triggered against the object ID or the description. For the purpose of better performance, it is recommended that you use keywords that are exact phrases or close variations.
Transaction Types of Opportunities
When you create opportunities using the My Opportunities
app, the system allows you to choose only from those transaction types that have been defined in Customizing for Customer Relationship Management
under .
For general information about the user management concept in a SAP Fiori environment, see Users in ABAP Front-End System and Users in ABAP Back-End System.