How-to use backoffice Provider Order and Contract UI in IC CRM Provider Sales and Order Management
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1 How-to use backoffice Provider Order and Contract UI in IC CRM Provider Sales and Order Management Author: Vitali Esau Company: SAP SE Created on Aug 18 th 2015 Applies to: CRM EhP3 and later
2 TABLE OF CONTENTS INTRODUCTION... 3 CUSTOMIZING... 3 Create a Resource Type... 3 Navigation Bar Profiles... 4 Assign Work Centers To Navigation Bar Profile... 5 Assign Partner Functions to Business Transactions... 7 Define Activity Clipboard Profile... 7 Tile Layout (optional)
3 INTRODUCTION This short guide describes the steps which are required to use the backoffice UI applications for provider orders and contracts in the Interaction Center. The UI component of the provider order (BT265_PRVO) and of the provider contract (BT266_PRVC) can run in the IC with some configuration changes. Prerequisite Either implement note or apply Support Package 5 of CRM EhP3. CUSTOMIZING Create a Resource Type Customer Relationship Management UI Framework Technical Role Definition Define Parameters Ensure this parameter is assigned to the parameter profile which is used in your business role. Set parameter value to X 3
4 Navigation Bar Profiles Customer Relationship Management UI Framework Technical Role Definition Define Navigation Bar Profile Define Generic Outbound Plug Mappings If mapping exists for object type BT265_PSO or BT266_PCD or BT156_PCI (This is the case if your original role is a telco/provider IC role) adjust Target IDs as following: Object Type Obj. Action Target ID BT156_PCI B Display TBT266OV BT265_PSO B Display TBT265OV BT265_PSO C Edit TBT265ED BT265_PSO D Create TBT265CR BT266_PCD B Display TBT266OV Add the following mapping entries: Object Type Obj. Action Target ID BT156_PRVC B Display TBT266OV BT265_PRVO B Display TBT265OV BT265_PRVO C Edit BT265_PRVO D Create TBT265CR BT265_PRVO F Execute TBT265EX BT266_PRVC B Display TBT266OV 4
5 Assign Work Centers To Navigation Bar Profile If required add following work center to Navigation Bar profile: WorkCenter Position Title IC_UIUPRVO 40 Provider Order If work center is not existing create in a first step the logical link: Field Logical Link ID Type Target ID Parameter Parameter Class Icon Name Title Description Value IC_UIUPRVO A Link TBT265CR BT265_PRVO CL_CRM_IC_UIU_NAV_HELPER Provider Order IC UIU Provider Order 5
6 In the second step create the work center: Field Work Center ID Logical Link ID Title Description Icon Name Switch Value IC_UIUPRVO IC_UIUPRVO Provider Order IC UIU Provider Order 6
7 Assign Partner Functions to Business Transactions Customer Relationship Management -> Interaction Center WebClient -> Business Transaction -> Assign Partner Functions to Business Transactions If identified partner/account should be used in provider order as sold-to partner following customizing is needed: Add following entry for provider order transaction type: Trans.Type PRVO Customer Partner Function Sold-To Party Define Activity Clipboard Profile Customer Relationship Management -> Interaction Center WebClient -> Basic Functions -> Define Activity Clipboard Profiles If required that processed provider order and contract should be added to interaction record s activity clipboard following customizing is needed: Ent ID Entry ID Description Object Type Obj. Action BT_PRVC Provider Contract Document BT266_PRVC B Display BT_PRVO Provider Order BT265_PRVO B Display For both entries use for column attributes 1-3 these BOL paths: //BTOrderHeader/DESCRIPTION //BTOrderHeader/OBJECT_ID //BTOrderHeader/PROC_TYPE_DESCR 7
8 Tile Layout (optional) It s possible to use the tile layout which is more similar to the layout of the existing IC applications. Customer Relationship Management -> UI Framework -> UI Framework Definition -> Register Overview Pages for Tile Layout Add entries for provider order header, provider order item and for provider contract overview page. BSP Application BT265H_PRVO BT266H_PRVC BT155I_PRV OVP Controller Pager Key OVERVIEW.DO OVERVIEW.DO OVVIEWSET.DO 8
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