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Procedure documentationDefining Settings for Fact Sheets Locate this document in the navigation structure

 

In CRM, you can run reports for specific business partners and save the results of the reports as PDF files. In Mobile Sales, you can retrieve these reports from CRM either when the mobile client is connected to the server or by creating an offline request. The report is stored locally (on the laptop) as a special attachment.

For mobile client users to view fact sheets, you must perform the same Customizing in CRM and Mobile System Maintenance (MSY); otherwise an error message appears when users attempt to view fact sheets in Mobile Sales.

Procedure

Perform the following steps in MSY:

  1. Choose   Business Partner Settings   Fact Sheet  .

  2. The Print Control of Fact Sheet tile contains a list of the forms that are available for viewing fact sheets.

    The entries on this tile are downloaded from the CRM_PRN_CONTROL table in CRM with the Customizing download object, DNL_CUST_FACT; you cannot add or delete entries.

    Specify the form that must be used by the system for all the users, by selecting the Active Flag indicator.

  3. The Fact Sheet Options tile contains entries that correspond to the entries in the Print Control of Fact Sheettile. You cannot add or delete entries.

    Select the Active Flag indicator for at least one entry. We recommend that you select the same parameters as you set in CRM.

  4. In the Fact Sheet Parameter tile, enter information that the system must use to connect to CRM for requesting fact sheets.

  5. Specify the language in which the fact sheets must be created in the Language for Fact Sheets and Language for Fact Sheet Text tiles.

  6. Save the changes.