Show TOC

Process documentationAdding New Fields to the Business Transaction

 

Using the Easy Enhancement Workbench (EEW), you can add new fields to the data model of the business transaction, and integrate them into the business processes. SAP CRM supports you with the following functions:

  • Addition of new fields, which you can then manually integrate into the user interface

  • Transfer of new fields to the Mobile Bridge (interface with CRM Mobile)

  • Transfer of new fields to SAP ECC

  • Inclusion and update of new fields in DataSources for SAP NetWeaver Business Intelligence (SAP BI)

For these functions, the system automatically generates all necessary objects and table entries.

Process

  1. To add new fields to the business transaction, use the business object CRM Business Transaction and create an enhancement of the type Add New Fields.

  2. Select business transaction categories that you wish to enhance, for example, Opportunity, Sales, Service.

    Depending on the business transaction categories,

    • The fields for the business transaction categories that have not been selected are not displayed on the interface

    • Only DataSources for the selected business transaction categories are enhanced

    • The system determines the subobjects of the business transaction (for example, product data, pricing data) that can be enhanced

    • The system determines whether a transfer to the SAP CRM Mobile Client or to SAP ECC is relevant

  3. You specify for which connected systems the fields are relevant, for example, SAP NetWeaver BI, SAP ECC.

    Transfer of fields to the SAP CRM Mobile Client is only an option if you have selected at least one of the following business transaction categories:

    • Activity

    • Contact

    • Opportunity

    • Sales

    • Service

    • Service confirmation

    Transfer of fields to SAP ECC is only an option if you have selected the business transaction categories Sales or Complaints.

Note Note

  • You cannnot make enhancements to the SAP CRM Mobile Client or in SAP NetWeaver BI, in SAP CRM. You must manually maintain the enhancements in the Mobile Application Studio or in SAP NetWeaver BI.

  • If you use SAP ECC, append structures are generated there in sales order tables, and the fields are transferred to the sales order in SAP ECC. There is no automatic transfer to delivery or billing. The fields do not appear on the user interface.

  • If you want to add new fields to the item data of activities, you have to make additional settings in Customizing. To do this, choose Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Settings for Activities Next navigation step Activity Journal Next navigation step Additional Fields End of the navigation path, in the SAP CRM Implementation Guide (IMG).

End of the note.
Technical Implementation

The EEW creates the following repository objects and table entries, in accordance with your entries:

  • A data element for each field

  • Customer include structure CI_EEW_<subobject>, for each subobject to which fields are added

  • A dictionary structure with the new fields for each subobject. This structure is included in the customer include structure.

  • Enhancement of the synchronization BDoc for the SAP CRM Mobile Client, as well as a BAdI implementation for transferring fields to and from the SAP CRM Mobile Client

  • BAdI implementation that maps the fields to the sales fields in SAP ECC (and vice versa), as well as append structures in SAP ECC

  • Append structures for the relevant SAP NetWeaver BI DataSources, a BAdI implementation that fills the fields, as well as the required metadata

  • Append structures for the structures of the External Interface adapter (XIF adapter)

The following business transaction components can be enhanced, that is they offer a customer include structure for new fields.

Business Transaction Component

Technical Name of Business Transaction Component

General header data

ORDERADM_H

General item data

ORDERADM_I

Activity data

ACTIVITY_H

Opportunity data

OPPORT_H

Lead data

LEAD_H

Product data

PRODUCT_I

Financing product data

FINPROD_I

Sales data

SALES

Shipping data

SHIPPING

Billing data

BILLING

Organizational data

ORGMAN

Pricing data

PRICING

Pricing result

PRICING_I

Schedule lines

SCHEDLIN

Service item data

SERVICE_I

User-defined header data

CUSTOMER_H

User-defined item data

CUSTOMER_I

Fund header data

FUND_H
Enhancement of Customer-Specific Business Transaction Components and Display in the CRM WebClient UI

If you have enhanced the business transaction components Customer_H for customer-specific header data, or Customer_I for customer-specific item data, you can easily display the new fields in the CRM WebClient UI. You do this by using the UI Configuration Tool in the Customizing activity at Start of the navigation path Customer Relationship Management Next navigation step UI Framework Next navigation step UI Framework Definition Next navigation step Configure User Interface End of the navigation path.

By default, the corresponding BSP components BTCUSTOMER_H for customer-specific header data, or BTCUSTOMER_I for customer-specific item data, are available in the respective overview pages of the header- or item components of the business transactions, as available assignment blocks.

For example, the view SOHOverView of BSP component BT115H_SLSO, which depicts the overview page for the sales order header, contains the BSP component BTCUSTOMER_H. The view SOIOverView of BSP component BT131I_SLS, which depicts the overview page at item level, contains the BSP component BTCUSTOMER_I.

So that the new fields in the CRM WebClient UI can be displayed in the Customer Fields assignment block, you must still transfer these BSP components to the list of displayed assignment blocks, in the respective overview pages.

You must also create at least one configuration, with which you define the layout, for the view CustomerI of BSP component BTCUSTOMER_I, or for the view CustomerH of BSP component BTCUSTOMER_H. You thereby define how the fields in the assignment block are displayed.

Result

You have created a field or several fields for the business transaction categories specified by you, and the system has created the required repository objects and table entries. You can then add the field to the user interface, using the UI Configuration Tool.

More Information

You can find general information about the Easy Enhancement Workbench in SAP CRM at Easy Enhancement Workbench.