Settings in SAP CRM 

Purpose

You cannot use both information blocks (HTTP and RFC) in a view simultaneously.

Establish RFC Connection (standard procedure)

To establish an RFC connection in CRM, you must define an info block of the CL_CRM_CCKPT_IO_XML_RFC class for an IS-U System in Customizing under: Customer Relationship Management ® Master Data ® Business Partner ® Business Partner Cockpit and Fact Sheet ® Define Info Blocks and Views. The RFC ISU XML Connector info block should be available as standard here. Enter the RFC destination for the IS-U System in this info block (use transaction SM59 – display and maintain RFC destinations - to define this). You can also specify a data selection (available in the IS-U System) here. If you make no entry here, ACCOUNT is used for the data selection as a default.

Establish XSLT Program and Processor

As of SP07, to display the IS-U data you must include the IS-U style sheet and processor info block in views that also display IS-U data. In this info block, establish SAPI as the XSLT processor and CRM_CCKPT_CFS_SERVICE as the XSLT program. You can leave the other fields empty.

Establish HTTP Connection (Optional)

This info block can also be used to integrate other XML sources that you access via the HTTP log.

You must first create an info block for the CL_CRM_CCKPT_IO_XML class. Choose Maintain Info Blocks and then New entries. Give the info block a meaningful name.

Parameters for this info block can be entered under Settings:

·        Host: Enter the domain name of the server here (for example: www.sap.com or myintranet.com).

·        Port: Enter the port number of the server (example: 1080)

·        Path: Enter the path for the service required (Example: /scripts/wgate/xgwfc!?_FUNCTION=EWHV_WEBRFC&gpart=$&view=ACCOUNT)
Note: A $ character in this path would be replaced with the customer number prior to the HTTP Request.

This information is combined to produce the URL for the service. In this example this would be:

www.sap.de:1080/scripts/wgate/xgwfc!?_FUNCTION=EWHV_WEBRFC&gpart=$&view=ACCOUNT

 

Establish Context Menu

From the fact sheet, you can follow the displayed links to access detailed information on the data objects. Note that you can only use this function if you call the fact sheet from CRM applications. If you use a simple browser, these functions do not work. When you follow a link, the corresponding CRM and R/3 objects are displayed automatically.

In the case of IS-U data, the fact sheet also communicates with the context menu in the interaction center. In turn, the context menu communicates with the action box and remote action box. This enables you to directly determine actions that are to be applied to the objects in the fact sheet. To display IS-U data in detail, or to maintain IS-U data, action box menus (this means corresponding context menus) must be available. You can maintain these menus in Customizing via Customer Relationship Management ® Interaction Center ® Component Configuration ® Hidden Components ® Define Context Menus. Ensure that there are transaction groups for the following items:

·        IS-U contacts (BCONTACT)

·        IS-U contract accounts (ISUACCOUNT)

·        IS-U contracts (ISUCONTRT)

·        IS-U print documents (PRINT DOC)