Media-Specific Settings for the Customer Fact Sheet 

Use

You can display data on a business partner in a summarized form in the Customer Fact Sheet. The data can come from different sources, for example, from the business partner master data or from statistical evaluations.

The Customer Fact Sheet is a BSP application. This means the following happens when the Customer Fact Sheet is accessed:

●      The browser or HTML control sends an HTTP request to the BSP application in the SAP Web Application Server.

●      A view of the data in the Customer Fact Sheet is generated. This view can comprise one or more info blocks, which present the data as XML fragments. The view unites all these XML fragments in one XML document.

●      The XML document is converted to an output format by means of an XSLT processor. This format can be specified as a default setting for an XSLT program.

This documentation describes how to set up the BSP application Customer Fact Sheet to display Media-specific data in the SAP CRM Interaction Center and how to customize it according to your requirements by creating your own XSLT program.

Prerequisites

You should have set up an RFC connection in Customizing for SAP Media and SAP CRM.

Activity	IMG path
Set up RFC connection in SAP CRM	Customer Relationship Management ® CRM Middleware and Related Components ® Communication Setup ® [...]
Set up RFC connection in SAP Media	SAP Media ® Tools ® Communication ® Communication with Other Applications ® [...]

You should have created an IC profile in Customizing for SAP CRM and made all the necessary settings for the Customer Fact Sheet.

Activity	IMG path
Create IC profile	Customer Relationship Management ® Interaction Center WinClient ® Define IC Profile
Define views and info blocks for Customer Fact Sheet	Customer Relationship Management ® Master Data ® Business Partner ® Business Partner – Cockpit and Information Sheet ® Define Info Blocks and Views

You should have made the settings for the info block Data and Short Texts from R/3 Cluster when defining the views and info blocks for the Customer Fact Sheet. When you did this, you should have entered the RFC connection to your SAP Media system in the Destination field and the IC profile in the Data selection profile field.

Configuring the Customer Fact Sheet

To customize the Customer Fact Sheet according to your requirements, please proceed as follows:

...

       1.      Choose Tools ® ABAP Workbench ® Overview ® Object Navigator in the SAP easy access menu (transaction SE80).

       2.      Choose the package CRM_CCKPT on the initial screen of the Object Navigator and then choose XSLT programs in the list.

Create a new XSLT program by copying the XSLT program CRM_CCKPT_CFS_SERVICE_ISM. Give your copy a suitable name.

       3.      Change or add data to the <xsl:call-template> and <xsl:with-param> elements for each tab page you want to display, according to your requirements. Do this as follows:

<xsl:call-template name="table">

      <xsl:with-param name="tabid">tab page number</xsl:with-param>

      <xsl:with-param name="nodeset" select="childnodes/business object type"/>

</xsl:call-template>

Enter the item number of the business object type in the tabstrip as the number of the tab page.

Specify the business object type in the select path in such a way that it reflects the path to the business object type from the structure in Customizing. To do this, enter a childnodes/business object type for each node level below the business partner.

For example, if you want to display M/AM order items, the select path should be select="childnodes/BUSISM008/childnodes/BUSISM009", since the order items are two levels below the business partner. If you want to display M/AM contracts, the select path should be select="childnodes/BUSISM012“, since the contracts are only one level below the business partner.

If the business object type of the business object to be displayed is used in more than one business object, you must also specify the cluster type of the business object so that the system can identify the object definitively. To do this, add the following string to the select path:

select="childnodes/business object type[@CLUSTER_TYPE='cluster type for business object']"

For example, you must do this for the business objects M/AM: Agency and M/AM: Advertiser because they both use the object type BUSISM007. The select paths for these objects should be as follows:

For M/AM agencies: select="childnodes/BUSISM007[@CLUSTER_TYPE='AMAGENCY']"

For M/AM advertisers: select="childnodes/BUSISM007[@CLUSTER_TYPE=' AMADVERTISER']"

       4.      Change or add data to the <tab:tab> and <tab:col> elements for each tab page you want to display, according to your requirements. Do this as follows:

..

<tab:tab type=”business object type” clustertype=”cluster type”>table title (for
       tab page)

       <tab:col column=“attribute name of business object type”

                     width=“column width in characters“

                     link="x"

                     ...further formatting attributes>

                     Column header

        </tab:col>

</tab:tab>

Specify the same type you specified in the <xsl:with-param> element as the business object type. However, you must specify the cluster type that belongs to the object type.

You can enter a * (asterisk) as the table title in the <tab:tab> element and as the column header in the <tab:col> element. If you enter an asterisk, the XSLT program determines a short text from the XML document. Tables and columns for which a short text is not found must be assigned a separate text. The XSLT program CRM_CCKPT_CFS_SERVICE_ISM uses this technology.

You must create a <tab:col> element for each object attribute that is to be displayed and specify the name of the attribute in the element.

You can define the width of the columns to be displayed for the object attribute using the formatting attribute width. To do so, enter the relevant number.

An entry link=“x“ creates a link to the attribute, which can be used to access details on the business object type. This is done by accessing the methods for the business object type. To be able to execute the link, specify the methods for each call in Customizing.

                            a.      To do this, choose the following IMG path: Customer Relationship Management ® Interaction Center WinClient ® Component Configuration –> Hidden Components -> Define Context Menus.

Enter the value ISM_CM01 in the Configuration name field on the initial screen and choose Change.

                            b.      Choose Group to create a transaction group for your business object type if this has not already been done. To do this, enter the RFC connection for your SAP Media system as the logical system and the business object type as the object type.

                            c.      Choose Transaction to create a transaction for a method to be accessed if this has not already been done. Enter a transaction code of your choice that does not already exist. Assign a corresponding description of the call and menu for the presentation. Choose BOR method as the transaction definition. Enter the RFC connection of your SAP Media system as the logical system, the business object type as the object type, and the method of the business object type that is to be executed when the link is hit as the method.

                            d.      Maintain the data flow for the transaction. To do this, enter the appropriate values in the Data source field for the target elements. The target elements correspond to the import parameters required to execute the method (see SAP Media system, transaction SWO1).

                            e.      Repeat steps c and d for each transaction you want to add and save your entries.

The transaction is accessed by means of the method specified when the link is clicked in the Customer Fact Sheet. If several transactions are assigned to the link, you can choose the desired method in a dialog box.

Example

You want to insert a tab page containing a table of M/AM contact person data as the third page in the Customer Fact Sheet tabstrip. The table contains the contact person’s ID, their name, and the ID number of the corresponding business partner. The contact person ID number should contain a link that allows you to access further details on the contact person:

...

       1.      <xsl:call-template name="table">

        <xsl:with-param name="tabid">3</xsl:with-param>

        <xsl:with-param name="nodeset" select="childnodes/BUS1006002"/>

</xsl:call-template>

 

<tab:tab type="BUS1006002" clustertype="CONTACTPERSON">*

        <tab:col column="CONTACTPERSON" width="10" link=”x”>*</tab:col>

        <tab:col column="NAME" width="30">*</tab:col>

        <tab:col column="PARTNER2" width="10">*</tab:col>

</tab:tab>

 

The numbers of the subsequent tab pages specified in the parameter tabid must be adjusted because you have inserted a new tab page below number three.

       2.      Choose the IMG path Customer Relationship Management ® Master Data ® Business Partner ® Business Partner - Cockpit and Fact Sheet ® Define Info Blocks and Views.

Maintain the info block IS-M-specific display (XSLT) so that your changes take effect.

The info block IS-M-specific display (XSLT) in the class CL_CRM_CCKPT_IOS_XML_RFC_STYLE is delivered with the reference client of SAP CRM. You must make the settings for formatting an XML document with an XSLT program in this info block. The info block is at the top of the view IS-M Data.

You can maintain this info block, for example, in the following two ways:

                            a.      Enter SAPI as the XSLT processor: Enter the XSLT program you changed as the XSLT program (the default setting is the XSLT program in the standard delivery, CRM_CCKPT_CFS_SERVICE_ISM). Your changes are displayed the next time you access the Customer Fact Sheet.

                            b.      Enter XML as the XSLT processor. The XML document is sent in unconverted form to the BSP application Customer Fact Sheet. This option allows you to check that the incoming data flow is correct.

       3.      Choose the IMG path SAP Media ® Customer Interaction Center (CIC) ® Define HTML Customer Overview.

Enter the data selection profile you want to change in the HTML data selection field, enter IS-M: Data Environment for Business Partner in the Selection routine field, and choose Change.

Make sure that the business object types you specified in the <xsl:with-param> and <tab:tab> elements and the object attributes you specified in the <tab:col> elements are selected. To do this, proceed as follows:

                            a.      Choose the node that corresponds to your business object type in the Structure group box.

                            b.      Choose the display type Object Display in the Characteristics <selected node> group box.

If the selected node in the Structure group box is not directly beneath the business partner node but one or more levels lower, you must also change the display type of the higher-level node on the top level to Object Display, even if the business object in the higher-level node is not to be displayed itself.

For example, if you want to display the business object M/AM: Order Item, you must also choose the display type Object Display for the node M/AM: Order.

                            c.      Choose the radio button Define own presentation in the Presentation <selected node> group box. Choose all the attributes you specified in the <tab:col> elements for the business object type in the Choose column on the Activate field tab page.

                            d.      Save the data.

Options

Provide Additional Nodes

You can select business object types and attributes that are not among the nodes available in Customizing and display them in the Customer Fact Sheet. Please proceed as follows:

...

       1.      In the SAP easy access menu for SAP Media, choose Tools ® ABAP Workbench ® Utilities ® Business Add-Ins ® Implementation (transaction SE19).

       2.      Create an implementation for the BAdI ISU_CIC_ENV.

       3.      Implement the method ADD_CHILDREN according to your requirements and the BAdI documentation.

       4.      Save the data.

       5.      Specify the <xsl:call-template> and <xsl:with-param> elements and the <tab:tab> and <tab:col> elements of your XSLT program copy for the additional business object type.

In this case, you cannot use a * (asterisk) for the titles of the tab pages and columns. Instead, you must use texts of your choice and insert these in your copy instead of the asterisk.

The number of attributes you can select is restricted to three. You can access these attributes using the references _TEXT1, _TEXT2, and _TEXT3.

       6.      Save the data.

Example

You want to add a tab page containing data on customer credit accounts to the Customer Fact Sheet.

From the initial screen of the BAdI Builder (transaction SE19), please proceed as follows:

...

       1.      Enter a name for your implementation and choose Create.

       2.      Enter the BAdI ISU_CIC_ENV as the definition name in the dialog box.

       3.      Enter a short text for your implementation.

       4.      Save the data.

       5.      Implement the method ADD_CHILDREN according to the BAdI documentation, which you can access by means of the pushbutton Definition documentation.

To do this, access the editor by double clicking on the method ADD_CHILDREN on the Interface tab page.

       6.      Design your implementation in such a way that all the desired attributes (a maximum of three) are selected for the customer credit accounts. You can use the following framework to do this:

data: ls_child type isu_badi_cic_env.

case im_cluster_type.

      when '<Cluster type for higher-level node>'.

             ls_child-cluster_type = ‘<Cluster type of customer credit account>’.

             ls_child-classid = ‘BUS1010’.

             ls_child-key = im_key.

             …

             <Attribute selection>

             <Assign attributes to ls_child-TEXT* elements>

              append ls_child to ex_child_tab.

endcase.

       7.      Save the data.

       8.      Specify the <xsl:call-template>, <xsl:with-param>, <tab:tab>, and <tab:col> elements of your XSLT program copy.

<xsl:call-template name="table">

       <xsl:with-param name="tabid">tab page number</xsl:with-param>

       <xsl:with-param name="nodeset" select="childnodes/BUS1010"/>

</xsl:call-template>

 

< tab:tab type="BUS1010" clustertype="cluster type of customer credit account">

      Tab page title

      <tab:col column="_TEXT1" width="width">column header</tab:col>

      <tab:col column="_TEXT2" width=”width">column header</tab:col>

      <tab:col column="_TEXT3" width="width">column header</tab:col>

</tab:tab>

       9.      Save the data.

The next time you access the Customer Fact Sheet, it contains the tab page with information on the customer credit account.

Provide Additional Attributes for Existing Nodes

You can increase the number of attributes listed for selection for a node by adding attributes. Please proceed as follows:

...

       1.      In the SAP easy access menu in SAP Media, choose Tools ® ABAP Workbench ® Development ® Business Object Builder (transaction SWO1).

       2.      Create a subtype of the object for whose nodes you want to add further attributes.

       3.      Create the attributes you want to add to the attribute list for the node for this subtype.

       4.      Enter the subtype as a delegation type of the node object.

       5.      Save the data.

Example

You want to add the attribute Order status to the list for the node M/AM: Order.

From the initial screen of the Business Object Builder (transaction SWO1), you proceed as follows:

...

       1.      Enter the object type BUSISM008 and choose Subtype.

       2.      The dialog box for creating the subtype appears. Enter the object type and an object name for the subtype in the corresponding fields and make entries in the remaining fields. Enter J (Publishing) as the application.

       3.      Create the attribute with the field name STATUSK from table JHAK for the subtype.

       4.      Modify the program for the object type by implementing the attribute.

       5.      Set the release status of the attribute to Implemented and that of the object type to Released.

       6.      Save the data.

       7.      Go back to the initial screen of the Business Object Builder and choose Settings ® Delegation to delegate the object type BUSISM008 to the subtype. To do this, choose Change and then New entries. Enter BUSISM008 as the object type and the object type of the subtype you created as the delegation type. Enter the relevant person in the Person responsible field.

       8.      Save the data.

The next time you modify the Customer Fact Sheet, the attribute Order status is displayed for selection for the object type BUSISM008.

Result

You have set up the Customer Fact Sheet in SAP CRM so that it displays Media-specific data and have modified it according to your requirements by creating and modifying an XSLT program of your own.