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 App Extensibility: My Accounts

 

You can extend My Accounts according to your business needs for different aspects.

Example Example

To add the time zone to the address information in the General Data form, the following extensibility entities are available on the different layers. You have to extend each of these entities according to your specific business needs:

UI

Back End / ABAP

View

Extension Point

Design Time: Gateway Entity

Design Time: Extension Include (in DDIC Structure)

Run Time: Superclass and Method to be Redefined

overview.GeneralData.view.xml

extDisplayFormAddress

CRM_BUPA_ODATA

CRMT_BP_ODATA_ADDRESS_INCL

Superclass: CL_CRM_BP_ODATA_RT_ADDRESS

Method: READ_ADDRESSES_FOR_PARTNER

End of the example.

Back-End Extensibility

Business Add-Ins (BAdIs)

The following Business Add-In is available for extensibility purposes: CRM_BUPA_ODATA_ENHANCEMENTS.

You can use this BAdI to retrieve the following account-related key figures from the back-end OData layer and deliver them to the app:

  • Expected revenue of opportunities

  • Actual revenue (last year, current year)

You can find the BAdI in Customizing for SAP CRM, under Start of the navigation path Customer Relationship Management Next navigation step Master Data Next navigation step Business Partner Next navigation step Settings for "My Accounts" and "My Contacts" Apps Next navigation step BAdI: Retrieval of Data for Account-Related Key Figures End of the navigation path.

With a SAP HANA database, the example implementation CL_CRM_BP_ODATA_EX_FACTSHEET_H is active as a default, and account-related key figures are displayed automatically. You can copy the example implementation and adapt it to your needs as desired. For the actual revenue key figures, this example implementation selects and aggregates the amounts of all sales orders with the status Released or Completed. For the expected revenue of opportunities, it selects all opportunities with status In Process or Open and aggregates the expected revenue. The following authorization check is available: The example implementation selects only the sales orders and opportunities that belong to the sales organization to which the user of the app is assigned as employee responsible. If the user is not assigned to any sales organizations, no sales orders or opportunities are selected.

With any other database, there is no active default implementation, and you must implement this BAdI to be able to see account-related key figures. For this purpose, the example implementation CL_CRM_BP_ODATA_EX_FACTSHEET_L is available. For more information, see the BAdI documentation in Customizing.

Extension Includes

The following extension includes are available:

DDIC Structure

Extension Include

Use

CRMT_BP_ODATA_ACCOUNT

CRMT_BP_ODATA_ACCOUNT_INCL

Accounts

CRMT_BP_ODATA_ADDRESS

CRMT_BP_ODATA_ADDRESS_INCL

Address data

CRMT_BP_ODATA_CLASSIFICATION

CRMT_BP_ODATA_CLASSIFIC_INCL

Classification

CRMT_BP_ODATA_ACC_FACTSHEET

CRMT_BP_ODATA_ACC_FACT_INCL

Factsheet for account

CRMT_BP_ODATA_CONTACT

CRMT_BP_ODATA_CONTACT_INCL

Contacts

CRMT_BP_ODATA_ATTACHMENT

CRMT_BP_ODATA_ATTACHMENT_INCL

Attachments

CRMT_BP_ODATA_NOTE

CRMT_BP_ODATA_NOTE_INCL

Notes

CRMT_BP_ODATA_EMPLOYEE

CRMT_BP_ODATA_EMPLOYEE_INCL

Employees

For more information about extension includes, see Extension Includes.

Front-End Extensibility

Extension Points

The following extension points are available:

View

Extension Point

Use

S2.view.xml (overview screen showing account tiles)

extOverviewTile

Allows you to remove or replace the account tiles in total.

S360.view.xml (account factsheet screen)

extKpiBox

Allows you to remove or replace the two revenue key figures (revenue last year, revenue to date current year).

extKpiTile

Allows you, space permitting, to add new key figures to the right of the existing two revenue key figures.

extGeneralInfo

Allows you to remove or replace the General Information block in total.

extGeneralInfoLeft

Allows you, space permitting, to add custom attributes to the left-hand area of the General Information block.

extGeneralInfoRight

Allows you, space permitting, to add custom attributes to the right-hand area of the General Information block.

extContacts

Allows you to remove or replace the Contacts block in total.

extContactsInfo

Allows you, space permitting, to add custom attributes to the Contacts block.

extOpportunities

Allows you to remove or replace the Opportunities block in total.

extOpportunityInfo

Allows you, space permitting, to add custom attributes to the Opportunities block.

extAppointments

Allows you to remove or replace the Appointments block in total.

extAppointmentLeft

Allows you, space permitting, to add custom attributes to the left-hand area of the Appointments block.

extAppointmentRight

Allows you, space permitting, to add custom attributes to the right-hand area of the Appointments block.

extLeads

Allows you to remove or replace the Leads block in total.

extLeadInfo

Allows you to add custom attributes to the Leads block.

extTasks

Allows you to remove or replace the Tasks block in total.

extTaskInfo

Allows you, space permitting, to add custom attributes to the Tasks block.

extNotes

Allows you to remove or replace the Notes block in total.

extNoteInfo

Allows you, space permitting, to add custom attributes to the Notes block.

extAttachments

Allows you to remove or replace the Attachments block in total.

extAttachmentInfo

Allows you, space permitting, to add custom attributes to the Attachments block.

extblockOverview

Allows you to add custom information blocks.

For more information about extension points, see Extension Points.

Display of UI Controls

Most of the UI controls for the My Accounts app can be hidden on the app UI.

For more information about hiding UI controls, see Concealable UI Controls.

More Information

For a general description of the extensibility options and procedures of Fiori apps, see Extensibility.