Quotation and Order Management – Exercises 1

Topic: Create new Business Role

At the conclusion of this exercise, you will be able to:

 Create a new business role
 Assign business roles to user

We have a naming convention for everything we create new. Our name

space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

1-1 Create your own business Role

1-1-1 Call transaction PFCG or go to SAP menu path Architecture and Technology ->
System Administration -> User Maintenance -> Role Administration -> Roles and
copy profile SAP_CRM_UIU_SLS_PROFESSIONAL to
Z@##_CRM_UIU_SLS_PROFESSIONAL.
1-1-2 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role
1-1-3 Copy business role SALESPRO to Z@##SALESPRO incl. all related objects and
assign your created PFCG role.
Note: Press the skip button if you get en error message like
.
1-2 Assign your created business role to organizational model
1-2-1 Call transaction PPOMA_CRM or go to IMG path CRM -> Business Roles ->
Define Organizational Model
1-2-2 Search organizational unit by ‘Structure Search’ and browse organization PC4U
Global until you get to sales office 3010 and double-click on it
1-2-3 Create a new position Z@##_SLSPRO and save your changes.
1-2-4 Assign your created business role to the new position
Mark your position and select in the main menu Go To -> Detail object ->
Enhanced object description
 On tab ‘Active’ select ‘Business Role’ and create a new infotype.
Enter your created business role Z@##SALESPRO and save.
1-3 Assign your user to the organizational model
1-3-1 Go back to the organizational model or follow steps 1-2-1 to 1-2-2 again.
1-3-2 Mark your position Z@##_SLSPRO and assign your user to this position. On the
popup select ‘Holder’ .
1-3-3 On the search help select tab ‘User by address data’ and search for your own user
1-3-4 Save your settings and relaunch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes
 Quotation and Order Management – Solution 1

Topic: Create new Business Role

At the conclusion of this exercise, you will be able to:

 Create a new business role
 Assign business roles to user

We have a naming convention for everything we create new. Our name

space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

1-1 Create your own business Role

1-1-1 Call transaction PFCG or go to SAP menu path Architecture and Technology ->
System Administration -> User Maintenance -> Role Administration -> Roles and
copy profile SAP_CRM_UIU_SLS_PROFESSIONAL to
Z@##_CRM_UIU_SLS_PROFESSIONAL.

1-1-2 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business

Roles -> Define Business Role
 1-1-3 Copy business role SALESPRO to Z@##SALESPRO and assign your created
PFCG role.

Note: Press the skip button if you get en error message like
.

1-2 Assign your created business role to organizational model

1-2-1 Call transaction PPOMA_CRM or go to IMG path CRM -> Business Roles ->
Define Organizational Model
1-2-2 Search organizational unit by ‘Structure Search’ and browse organization PC4U
Global until you get to sales office 3010 and double-click on it.
1-2-3 Create a new position Z@##_SLSPRO and save your changes.

1-2-4 Assign your created business role to the new position

Mark your position and select in the main menu Go To -> Detail object ->
Enhanced object description

On tab ‘Active’ select ‘Business Role’ and create a new infotype.

 Enter your created business role Z@##SALESPRO and save.

1-3 Assign your user to the organizational model

1-3-1 Go back to the organizational model or follow steps 1-2-1 to 1-2-2 again.
1-3-2 Mark your position Z@##_SLSPRO (see 1-2-3) and assign your user to this
position . On the popup select ‘Holder’
1-3-3 On the search help select tab ‘User by address data’ and search for your own user.

1.3.4 Save your settings and relaunch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
 Quotation and Order Management – Exercises 2

Topic: Change navigation

At the conclusion of this exercise, you will be able to:

 Change the first and second level navigation of the navigation bar
 Change direct links below navigation bar and direct links on work
center pages
We have a naming convention for everything we create new. Our name
space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

2-1 Deactivate work centers

2-1-1 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.
2-1-2 Select business role Z@##SALESPRO and double-click on ‘Deactivate Work
Centers’ at the dialog structure on the left.
2-1-3 Set work center pages for email and calendar to inactive.
2-1-4 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
2-2 Add work center ‘Opportunities’
2-2-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Bar Profile.
Note: Make sure that ‘Define Profile’ is selected on the left!
2-2-2 Copy NavBar profile SLS-PRO to Z@##SLS-PRO incl. all related objects and
change the description to ‘00 Sales Professional’ and save your changes.
2-2-3 Select ‘Define Work Center’ on the left by double-click.
2-2-4 Copy work center SLS_OP_ALL to Z@##SLSOPP, change the logical link ID to
SLS-CYC-WC and title and description to ‘@## Sales Opportunities’. Save your
changes.
2-2-5 Select ‘Define Profile’ on the left by double-click.
 2-2-6 Mark NavBar Profile Z@##SLS-PRO and double-click on ‚Assign Work Centers’
on the left and add your work center Z@##SLSOPP with position 100. Save your
changes.
2-2-7 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.
2-2-8 Find the business role Z@##SALESPRO, change the NavBar Profile to Z@##SLS-
PRO and save your changes.
2-2-9 Follow steps 1-1-1 to 1-1-2 and check if the new work center is active for your
business role.
2-2-10 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
2-3 Change second level navigation of navigation bar for work center ‘Activities’.
2-3-1 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.
2-3-2 Select business role Z@##SALESPRO and double-click on ‘Visible Work Center
Group Links’ at the dialog structure on the left
2-3-3 Find work center ID SLS-ACT and group Id SLS-ACS-SR. Remove Visit Plans
(SLS-VP-SR) from the menu by deactivating the checkbox of column ‘In menu’.
Find work center ID SLS-ACT and group ID SLS-ACT-RE and activate the
checkbox for report Customers with Open Activities (SLS-AOA-RE) in the column
‘In menu’.
2-3-4 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
2-4 Change direct links below NavBar
2-4-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.
2-4-2 Select ‘Define Direct Link Groups’ on the left by double-click.
2-4-3 Copy entry SLS-CREATE to Z@##_SLSCR incl. all related objects and change the
description to ‘@## Sales Create Links’.
2-4-4 To remove direct link ‘Email’ from the direct link group select ‘Assign Links’ on the
left (below ‘Define Direct Link Groups) by double-click and remove SLS-MAI-CR.
Then add a new entry for ‘Sales Agreement Create’ (SLS-SLA-CR) at position 100.
Save your changes.
2-4-5 Select ‘Define Profile’ on the left by double-click.
2-4-6 Mark the NavBar Profile Z@##SLS-PRO and double-click on ‘Assign Direct Link
Groups’ at the structure dialog on the left.
2-4-7 Add new entry for you direct link group Z@##_SLSCR at position 20 and then
remove the direct link group SLS-CREATE. Save your changes.
2-4-8 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.
 2-4-9 Select business role Z@##SALESPRO and double-click on ‘Visible Direct Group
Links’ at the dialog structure on the left
2-4-10 Activate checkboxes of column ‘Visible’ and make sure to activate SLS-SLA-CR to
see the difference.
2-4-11 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
2-5 Change direct links on work center page
2-5-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.
2-5-2 Select ‘Define Work Center Link Groups’ on the left by double-click.
2-5-3 Copy group ID SLS-OPP-RE incl. all related objects to Z@##SLSOPP and change
title ‘@## Opportunity Reports’.
2-5-4 Make sure your new created group ID is selected and double-click on ‘Assign
Links’ the left (below ‘Define Work Center Link Groups’).
2-5-5 Add new entries MKT-CRC-RE and MKT-CRS-RE at position 101 and 102 and
save you changes.
2-5-6 Select ‘Define Work Center’ on the left by double-click.
2-5-7 Select the work center Z@##SLSOPP and double-click on ‘Assign Groups’ the left
(below ‘Define Work Center’).
2-5-8 Remove SLS-OPP-RE from the assigned groups and add Z@##SLSOPP as a new
entry at position 100. Save your changes.
2-5-9 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.
2-5-10 Select business role Z@##SALESPRO and double-click on ‘Visible Work Center
Group Links’ at the dialog structure on the left.
2-5-11 Activate checkboxes of column ‘Visible’ and make sure to activate MKT-CRC-RE
and MKT-CRS-RE to see the difference.
2-5-12 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
 Quotation and Order Management – Solution 2

Topic: Change navigation

At the conclusion of this exercise, you will be able to:

 Change the first and second level navigation of the navigation bar
 Change direct links below navigation bar and direct links on work
center pages
We have a naming convention for everything we create new. Our name
space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

2-1 Deactivate work centers

2-1-1 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.

2-1-2 Select business role Z@##SALESPRO and double-click on ‘Deactivate Work

Centers’ at the dialog structure on the left.
 2-1-3 Set work center pages for email and calendar to inactive.

2-1-4 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.

2-2 Add work center ‘Opportunities’

2-2-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Bar Profile.
 Note: Make sure that ‘Define Profile’ is selected on the left!
2-2-2 Copy NavBar profile SLS-PRO to Z@##SLS-PRO incl. all related objects and
change the description to ‘@## Sales Professional’ and save your changes.
2-2-3 Select ‘Define Work Center’ on the left by double-click.
2-2-4 Copy work center SLS_OP_ALL to Z@##SLSOPP, change the logical link ID to
SLS-CYC-WC and title and description to ‘@## Sales Opportunities’. Save your
changes.

2-2-5 Select ‘Define Profile’ on the left by double-click.

2-2-6 Mark NavBar Profile Z@##SLS-PRO and double-click on ‚Assign Work Centers’
on the left and add your work center Z@##SLSOPP with position 100. Save your
changes.
2-2-7 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.

2-2-8 Find the business role Z@##SALESPRO, change the NavBar Profile to Z@##SLS-
PRO and save your changes.
 2-2-9 Follow steps 1-1-1 to 1-1-2 and check if the new work center is active for your
business role.
2-2-10 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.

2-3 Change second level navigation of navigation bar for work center ‘Activities’.
2-3-1 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.

2-3-2 Select business role Z@##SALESPRO and double-click on ‘Visible Work Center
Group Links’ at the dialog structure on the left.
 2-3-2 Find work center ID SLS-ACT and group ID SLS-ACS-SR. Remove Visit Plans
(SLS-VP-SR) from the menu by deactivating the checkbox of column ‘In menu’.
Find work center ID SLS-ACT and group ID SLS-ACT-RE and activate the
checkbox for report Customer with Acitivities (SLS-AOA-RE) in the column ‘In
menu’.

2-3-3 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.

2-4 Change direct links below NavBar

2-4-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.
2-4-2 Select ‘Define Direct Link Groups’ on the left by double-click.
2-4-3 Copy entry SLS-CREATE to Z@##_SLSCR incl. all related objects and change the
description to ‘@## Sales Create Links’.
2-4-4 To remove direct link ‘Email’ from the direct link group select ‘Assign Links’ on the
left (below ‘Define Direct Link Groups) by double-click and remove SLS-MAI-CR.
Then add a new entry for ‘Sales Agreement Create’ (SLS-SLA-CR) at position 100.
 Save your changes.
2-4-5 Select ‘Define Profile’ on the left by double-click.
2-4-6 Mark the NavBar Profile Z@##SLS-PRO and double-click on ‘Assign Direct Link
Groups’ at the structure dialog on the left.

2-4-7 Add new entry for you direct link group Z@##_SLSCR at position 20 and then
remove the direct link group SLS-CREATE.
 Save your changes.
2-4-8 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.

2-4-9 Select business role Z@##SALESPRO and double-click on ‘Visible Direct Group
Links’ at the dialog structure on the left.
2-4-10 Activate checkboxes of column ‘Visible’ and make sure to activate SLS-SLA-CR to
see the difference.

2-4-11 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
2-5 Change direct links on work center page
2-5-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.

2-5-2 Select ‘Define Work Center Link Groups’ on the left by double-click.
2-5-3 Copy group ID SLS-OPP-RE incl. all related objects to Z@##SLSOPP and change
title ‘@## Opportunity Reports’

2-5-4 Make sure your new created group ID is selected and double-click on ‘Assign
Links’ the left (below ‘Define Work Center Link Groups’).

2-5-5 Add new entries MKT-CRC-RE and MKT-CRS-RE at position 101 and 102 and
save you changes.
2-5-6 Select ‘Define Work Center’ on the left by double-click.
2-5-7 Select the work center Z@##SLSOPP and double-click on ‘Assign Groups’ the left
(below ‘Define Work Center’).

2-5-8 Remove SLS-OPP-RE from the assigned groups and add Z@##SLSOPP as a new
entry at position 100. Save your changes.
2-5-9 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role.

2-5-10 Select business role Z@##SALESPRO and double-click on ‘Visible Work Center
Group Links’ at the dialog structure on the left.

2-5-11 Activate checkboxes of column ‘Visible’ and make sure to activate MKT-CRC-RE
and MKT-CRS-RE to see the difference.
2-5-12 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
 Quotation and Order Management – Exercises 3

Topic: Using the Transaction Launcher

At the conclusion of this exercise, you will be able to:

 Call an URL by using the transaction launcher
 Call a SAP GUI transaction by using the transaction launcher

We have a naming convention for everything we create new. Our name

space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

3 Launch a URL
3-1 Define URL in the URL repository
3-1-1 Call transaction SM30 and maintain view CRMV_IC_LTX_URL:
URL ID: Z@##GOOGLE
Description: @## Google
Request Method: Get
Tick radio-button for Non-BSP URL
URL: http://www.google.com
3-1-2 Save your entries.
3-2 Use transaction launcher wizard
3-2-1 Call transaction CRMC_UI_ACTIONWZ or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Configure Transaction Launcher
3-2-2 Enter Z@##GOOGLE as Launch Trans. ID. Select ALL as Component Set and
continue.
3-2-3 Enter ‘@## Google’ as description and a class name ZCL_@##GOOGLE. Activate
checkbox for ‘Stateful’ to show the URL in a new window. Be sure that the
checkbox ‘Raise Veto’ is deactivated. Press ‘Continue’.
3-2-4 Choose URL Transaction (B) as transaction type and enter the URL ID
Z@##GOOGLE you have created in the URL repository. Press ‘Continue’.
 3-2-5 Skip screen for transaction parameters and activity clipboard by pressing
‘Continue’.
3-2-6 End the wizard and press ‘Complete’.
3-3 Integrate the URL into the NavBar
3-3-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.
3-3-2 Select ‘Define Logical Links’ at the dialog structure on the left by double-click.
3-3-3 Create a new logical link:
Logical Link ID: Z@##GOOGLE
Type: C – Launch Transaction
Target ID: EXECLTX
Parameter Z@##GOOGLE
Parameter Class: CL_CRM_UI_LTX_NAVBAR_PARAM
Title: @## Google
Description: @## Google
Save your changes.
3.3.4 Select ‘Define Direct Link Groups’ at the dialog structure on the left by double-
click.
3.3.5 Create a new entry with group ID Z@##GOOGLE and description ‘@## Google’.
Leave everything else empty.
3.3.6 Select ‘Assign Links’ at the dialog structure on the left by double-click.
3.3.7 Create a new entry for logical link ID Z@##GOOGLE at position 10 and save you
changes.
3.3.8 Select ‘Define Profile’ at the dialog structure on the left by double-click and select
profile Z@##SLS-PRO. Double-click on ‘Assign Direct Link Groups’ at the dialog
structure on the left and create a new entry for group ID Z@##GOOGLE at position
30. Save your changes.
3.3.9 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role. Select business role Z@##SALESPRO and double-
click on ‘Visible Direct Group Links’ at the dialog structure on the left.
3.3.10 Activate your new group ID Z@##GOOGLE in column ‘Visible’.
3.3.11 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.

3-4 Launch a SAP GUI Transaction

3-4-1 Create BOR object type
 3-4-2 Call transaction SE80 for the workbench editor. Go to main menu path: Workbench
-> Edit Object. On Popup Screen select tab ‘Business Engineering’ for object
selection. Copy business object type TSTC to:
Object Type: Z@##TSTC
Program: Z@##RSOWTSTC
Object name: Z@##Transaction
3.4.3 Switch to Repository Information System, browse Business Engineering ->
Business Object Browser and search for the business object type Z@##TSTC.
3.4.4 Check if the flag ‘Synchronus’ is set for the method EXECUTE.
3.4.5 Generate the object by following the path Edit -> Change Release Status -> Object
Type -> To implemented.
3.5 Define logical system and assign ITS URL
3.5.3 Call transaction CRMS_IC_CROSS_SYS and check entry OWNLOGSYS.
Note: URL for ITS should look like ->
http://<server>:<port>/sap/bc/gui/sap/its/CRM_CIC_RABOX/!?sap-client=<client>
3-6 Use transaction launcher wizard
3-6-1 Call transaction CRMC_UI_ACTIONWZ or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Configure Transaction Launcher
3-6-2 Enter Z@##CRMD_ORDER as Launch Trans. ID. Select ALL as Component Set
and continue.
3-6-3 Enter ‘@## Business Transaction’ as description and a class name
ZCL_@##CRMD_ORDER. Activate checkbox for ‘Stateful’ to show the URL in a
new window. Be sure that the checkbox ‘Raise Veto’ is deactivated. Press
‘Continue’.
3-6-4 Choose A – BOR Transaction as transaction type and enter the following:
Logical System: OWNLOGSYS
BOR Object Type: Z@##TSTC
Methode Name: EXECUTE
Press ‘Continue’.
3-6-5 Choose object key as parameter from the F4-help and enter CRMD_ORDER as
value.
3-6-6 Skip screen for activity clipboard by pressing ‘Continue’.
3-6-7 End the wizard and press ‘Complete’.
3-7 Integrate the URL into the NavBar
3-7-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.
3-7-2 Select ‘Define Logical Links’ at the dialog structure on the left by double-click.
3-7-3 Create a new logical link:
Logical Link ID: Z@##ORDER
 Type: C – Launch Transaction
Target ID: EXECLTX
Parameter Z@##CRMD_ORDER
Parameter Class: CL_CRM_UI_LTX_NAVBAR_PARAM
Title: @## Business Transaction
Description: @## Business Transaction
Save your changes.
3.7.4 Select ‘Define Direct Link Groups’ at the dialog structure on the left by double-
click.
3.7.5 Create a new entry with group ID Z@##ORDER and title and description ‘@##
Business Transaction’. Leave everything else empty.
3.7.6 Select ‘Assign Links’ at the dialog structure on the left by double-click.
3.7.7 Create a new entry for logical link ID Z@##ORDER at position 10 and save you
changes.
3.7.8 Select ‘Define Profile’ at the dialog structure on the left by double-click and select
profile Z@##SLS-PRO. Double-click on ‘Assign Direct Link Groups’ at the dialog
structure on the left and create a new entry for group ID Z@##ORDER at position
40. Save you changes.
3.7.9 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role. Select business role Z@##SALESPRO and double-
click on ‘Visible Direct Group Links’ at the dialog structure on the left.
3.7.10 Activate your new group ID Z@##ORDER in column ‘Visible’.
3.7.11 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
 Quotation and Order Management – Solution 3

Topic: Using the Transaction Launcher

At the conclusion of this exercise, you will be able to:

 Call an URL by using the transaction launcher
 Call a SAP GUI transaction by using the transaction launcher

We have a naming convention for everything we create new. Our name

space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

3 Launch a URL
3-1 Define URL in the URL repository
3-1-1 Call transaction SM30 and maintain view CRMV_IC_LTX_URL:
URL ID: Z@##GOOGLE
Description: @## Google
Request Method: Get
Tick radio-button for Non-BSP URL
URL: http://www.google.com
 3-1-2 Save your entries.
3-2 Use transaction launcher wizard
3-2-1 Call transaction CRMC_UI_ACTIONWZ or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Configure Transaction Launcher
3-2-2 Enter Z@##GOOGLE as Launch Trans. ID. Select ALL as Component Set and
continue.
3-2-3 Enter ‘@## Google’ as description and a class name ZCL_@##GOOGLE. Activate
checkbox for ‘Stateful’ to show the URL in a new window. Be sure that the
checkbox ‘Raise Veto’ is deactivated. Press ‘Continue’.
3-2-4 Choose URL Transaction (B) as transaction type and enter the URL ID
Z@##GOOGLE you have created in the URL repository. Press ‘Continue’.
 3-2-5 Skip screen for transaction parameters and activity clipboard by pressing
‘Continue’.
3-2-6 End the wizard and press ‘Complete’.
3-3 Integrate the URL into the NavBar
3-3-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.
3-3-2 Select ‘Define Logical Links’ at the dialog structure on the left by double-click.
3-3-3 Create a new logical link:
Logical Link ID: Z@##GOOGLE
Type: C – Launch Transaction
Target ID: EXECLTX
Parameter Z@##GOOGLE
Parameter Class: CL_CRM_UI_LTX_NAVBAR_PARAM
Title: @## Google
Description: @## Google
 Save your changes.
3.3.4 Select ‘Define Direct Link Groups’ at the dialog structure on the left by double-
click.
3.3.5 Create a new entry with group ID Z@##GOOGLE title and description ‘@##
Google’. Leave everything else empty.

3.3.6 Select ‘Assign Links’ at the dialog structure on the left by double-click.
3.3.7 Create a new entry for logical link ID Z@##GOOGLE at position 10 and save you
changes.
3.3.8 Select ‘Define Profile’ at the dialog structure on the left by double-click and select
profile Z@##SLS-PRO. Double-click on ‘Assign Direct Link Groups’ at the dialog
structure on the left and create a new entry for group ID Z@##GOOGLE at position
30. Save you changes.
3.3.9 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role. Select business role Z@##SALESPRO and double-
click on ‘Visible Direct Group Links’ at the dialog structure on the left.

3.3.10 Activate your new group ID Z@##GOOGLE in column ‘Visible’.

 3.3.11 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.

3-4 Launch a SAP GUI Transaction

3-4-1 Create BOR object type
Call transaction SE80 for the workbench editor. Go to main menu path: Workbench
-> Edit Object. On Popup Screen select tab ‘Business Engineering’ for object
selection. Copy business object type TSTC to:
Object Type: Z@##TSTC
Program: Z@##RSOWTSTC
Object name: Z@##Transaction
3.4.2 Switch to Repository Information System, browse Business Engineering ->
Business Object Browser and search for the business object type Z@##TSTC.
3.4.3 Check if the flag ‘Synchronus’ is set for the method EXECUTE.

3.4.4 Generate the object by following the path Edit -> Change Release Status -> Object
Type -> To implemented.
 3.5 Define logical system and assign ITS URL
3.5.1 Call transaction CRMS_IC_CROSS_SYS and check entry OWNLOGSYS.

Note: URL for ITS should look like ->

http://<server>:<port>/sap/bc/gui/sap/its/CRM_CIC_RABOX/!?sap-client=<client>
3-6- Use transaction launcher wizard
3-6-1 Call transaction CRMC_UI_ACTIONWZ or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Configure Transaction Launcher
3-6-2 Enter Z@##CRMD_ORDER as Launch Trans. ID. Select ALL as Component Set
and continue.
3-6-3 Enter ‘@## Business Transaction’ as description and a class name
ZCL_@##CRMD_ORDER. Activate checkbox for ‘Stateful’ to show the URL in a
new window. Be sure that the checkbox ‘Raise Veto’ is deactivated. Press
‘Continue’.
3-6-4 Choose A – BOR Transaction as transaction type and enter the following:
Logical System: OWNLOGSYS
BOR Object Type: Z@##TSTC
Method Name: EXECUTE
 Press ‘Continue’.
3-6-5 Choose object key as parameter from the F4-help and enter CRMD_ORDER as
value.
 3-6-6 Skip screen for activity clipboard by pressing ‘Continue’.
3-6-7 End the wizard and press ‘Complete’.
3-7 Integrate the URL into the NavBar
3-7-1 Execute Transaction CRMC_UI_NBLINKS or go to IMG path CRM -> UI
Framework -> Technical Role Definition -> Define Navigation Profile.
3-7-2 Select ‘Define Logical Links’ at the dialog structure on the left by double-click.
3-7-3 Create a new logical link:
Logical Link ID: Z@##ORDER
Type: C – Launch Transaction
Target ID: EXECLTX
Parameter Z@##CRMD_ORDER
Parameter Class: CL_CRM_UI_LTX_NAVBAR_PARAM
Title: @## Business Transaction
Description: @## Business Transaction
 Save your changes.
3.7.4 Select ‘Define Direct Link Groups’ at the dialog structure on the left by double-
click.
3.7.5 Create a new entry with group ID Z@##ORDER and title and description ‘@##
Business Transaction’. Leave everything else empty.

3.7.6 Select ‘Assign Links’ at the dialog structure on the left by double-click.
3.7.7 Create a new entry for logical link ID Z@##ORDER at position 10 and save your
changes.
3.7.8 Select ‘Define Profile’ at the dialog structure on the left by double-click and select
profile Z@##SLS-PRO. Double-click on ‘Assign Direct Link Groups’ at the dialog
structure on the left and create a new entry for group ID Z@##ORDER at position
40. Save you changes.
3.7.9 Execute Transaction CRMC_UI_PROFILE or go to IMG path CRM -> Business
Roles -> Define Business Role. Select business role Z@##SALESPRO and double-
click on ‘Visible Direct Group Links’ at the dialog structure on the left.

3.7.10 Activate your new group ID Z@##ORDER in column ‘Visible’.

3.7.11 Save your settings and re-launch the WebClient UI (call transaction
BSP_WD_CMPWB, select CRM_UI_FRAME as component and press ‘Test’-
button) to test your changes.
 Quotation and Order Management – Exercises 4

Topic: Usage of UI Config Tool

At the conclusion of this exercise, you will be able to:

 Handel new UI Configuration Tool for WebClient UI
 Enhance existing Components with new fields
 Know differences of how to customize Search, Overview, Workcenter
Pages
We have a naming convention for everything we create new. Our name
space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

4-1 Get information of technical objects of Web Client UI, which should be enhanced.
4-1-1 Go to Web Client UI  Account Management  Accounts.
There search for an account.
4-1-2 Navigate to Details of this Account.
1
4-1-3 Edit the Account.
4-1-4 How to get technical information of current Component and View?
__________________
4-2 Which technical information is available?
4-2-1 Place your cursor in field ‘Last Name’. Get technical information displayed.
4-2-2 Which Component is used?
__________________
4.2.3 Which View is used?
__________________
4.2.4 Which Context Node is used?
__________________
 4.2.5 Which Attribute is used?
__________________

Use F2 to get technical information shown

4-3 Change UI Configuration of Edit Form for Account Details.

4-3-1 Go to SAP Gui and launch Component Workbench
(Transaction: BSP_WD_CMPWB).
4-3-2 Use gathered information to call right Component in Component Workbench.
4-3-3 Use gathered information to find the right View.
4-3-4 Launch Configuration for this View.
4-3-5 Copy current standard Configuration to your own Role Config Key.

4-4 Change UI Configuration in Simple Configuration of Edit Form for Account Details.
4-4-1 Make sure you selected ‘Simple Configuration’ when Configuration Screen
has launched.
4-4-2 Search Item Set for fields ‘Date of Birth’ and ‘Birthplace’
Add ‘Date of Birth’ to Left Panel
Add ‘Birthplace’ to Right Panel.
4-4-3 Set ‘Date of Birth’ as mandatory.
4-4-4 Change Label of field ‘Date of Birth’ to ‘Birthday’
4-4-5 Save your settings with your own Role Config Key.
4-4-6 Relaunch WebClient UI and test your new settings.

4-5 Change UI Configuration in Detailed Configuration of Edit Form for Account

Details.
4-5-1 Select ‘Detailed Configuration’ in Configuration Screen.
4-5-2 Change settings for field ‘Title’
How to get access to field properties for changing settings like setting fields
‘display only’ or ‘mandatory’?
 __________________
4.5.3 Change Label of Field ‘Title’ to ‘Appellation’

Hold Alt-Key while clicking a field in table of detailed configuration

to get access to field properties.

4-6 Add a new field from Item Set.

4-6-1 Look in Item Set for field ‘Bill Block Reason’ at BUILSTATUS.
4-6-2 Add this field in Detailed Configuration to Left Panel.
4-6-3 Set setting for this field ‘display only’.
4-6-4 Save your settings with your own Role Config Key.
4-6-5 Relaunch WebClient UI and test your new settings.

4-7 Change UI Configuration for Account Search Page

4-7-1 Go to WebClient UI Account Management  Accounts
4-7-2 Select a field of your choice and launch technical information
4-7-3 Copy standard configuration to your own Role Config Key.
4-7-4 Launch given Component in Component Workbench and select
proper View for launching Configuration.
4-7-5 Select from right hand side list fields ‘Created on’ and ‘Created by’ and add
them loft left hand side list.
4-7-6 Hide entries ‘Role’ and ‘Category’ from left hand side list.
4-7-7 Save your settings with your own Role Config Key.
4-7-8 Relaunch WebClient UI and test your new settings.

Don’t forget to check visibility of newly added entries

4-8 Change UI Configuration of Overview Page of Account Details.

4-8-1 Stay on SAP Gui Component Workbench Component ‘BP_HEAD’
4-8-2 Select View ‘BPHEADOverview’
4-8-3 Launch Configuration
4-8-4 Copy standard Configuration to your own Role Config Key
4-8-5 Unassign current Assignment Blocks and add new Assignment Blocks
Change Load Options for Assignment Blocks
Change order of Assignment Blocks
4-8-6 Save your settings with your own Role Config Key.
4-8-7 Relaunch WebClient UI and test your new settings.
 Quotation and Order Management – Solution 4

Topic: Usage of UI Config Tool

At the conclusion of this exercise, you will be able to:

 Handel new UI Configuration Tool for WebClient UI
 Enhance existing Components with new fields
 Know differences of how to customize Search, Overview, Workcenter
Pages

4-1 Get information of technical objects of Web Client UI, which should be enhanced.
4-1-1 Go to Web Client UI  Account Management  Accounts.
There search for an account.
4.1.2 Navigate to Details of this Account.

Use these links for navigation.

 4-1-3 Edit the Account.

4-1-4 How to get technical information of current Component and View?

 Place you cursor in an inputfield and press F2 Key

4-2 Which technical information is available?

4-2-1 Place your cursor in field ‘Last Name’. Get technical information displayed.
4-2-2 Which Component is used?
4-2-3 Which View is used?
4-2-4 Which Context Node is used?
4-2-5 Which Attribute is used?

4-3 Change UI Configuration of Edit Form for Account Details.

4-3-1 Go to SAP Gui and launch Component Workbench
(Transaction: BSP_WD_CMPWB).
 4-3-2 Use gathered information to call right Component in Component Workbench.
Select Component BP_HEAD.
4-3-3 Use gathered information to find the right View.
Select View CorpDetailsEF
! Be aware ! If you’re displaying an organization you’ll get the technical
information of this View. But if you’re displaying an person technical
information will say, you should use View IndDetailsEF
4-3-4 Launch Configuration for this View.
4-3-5 Copy current standard Configuration to your own Role Config Key.

4-4 Change UI Configuration in Simple Configuration of Edit Form for Account Details.
4-4-1 Make sure you selected ‘Simple Configuration’ when Configuration Screen
has launched.
4-4-2 Search Item Set for fields ‘Date of Birth’ and ‘Birthplace’
Add ‘Date of Birth’ to Left Panel
Add ‘Birthplace’ to Right Panel.
4-4-3 Set ‘Date of Birth’ as mandatory.
4-4-4 Change Label of field ‘Date of Birth’ to ‘Birthday’
4-4-5 Save your settings with your own Role Config Key.
4-4-6 Relaunch WebClient UI and test your new settings.

4-5 Change UI Configuration in Detailed Configuration of Edit Form for Account

Details.
4-5-1 Select ‘Detailed Configuration’ in Configuration Screen.
4-5-2 Change settings for field ‘Title’
How to get access to field properties for changing settings like setting fields
‘display only’ or ‘mandatory’?
 Hold ALT key pressed and click on regarding field of which you want to
show field settings
4.5.3 Change Label of Field ‘Title’ to ‘Appellation’
1-5-4 Add a new field from Item Set.
Look in Item Set for field ‘Bill Block Reason’ at BUILSTATUS.
1-5-5 Add this field in Detailed Configuration to Left Panel.
1-5-6 Set setting for this field ‘display only’.
1-5-7 Save your settings with your own Role Config Key.
 1-5-8 Relaunch WebClient UI and test your new settings.

1-6 Change UI Configuration for Account Search Page

1-6-1 Go to WebClient UI Account Management  Accounts
1-6-2 Select a field of your choice and launch technical information
1-6-3 Copy standard configuration to your own Role Config Key.
1-6-4 Use Component BP_HEAD_SEARCH and launch Component Workbench.
1-6-5 Select View MainSearch and launch Configuration.
1-6-6 Select from right hand side list fields ‘Created on’ and ‘Created by’ and add
them loft left hand side list.
1-6-7 Check if in column ‘Displayed’ you’ve put the flag.
1-6-7 To hide entries ‘Role’ and ‘Category’ from left hand side list you should
uncheck the flag of column ‘Displayed’.
1-6-8 Save your settings with your own Role Config Key.
1-6-9 Relaunch WebClient UI and test your new settings.

1-7 Change UI Configuration of Overview Page of Account Details.

1-7-1 Stay on SAP Gui Component Workbench Component ‘BP_HEAD’
1-7-2 Select View ‘BPHEADOverview’
1-7-3 Launch Configuration
1-7-4 Copy standard Configuration to your own Role Config Key
1-7-5 Unassign current Assignment Blocks and add new Assignment Blocks
Change Load Options for Assignment Blocks
Change order of Assignment Blocks
1-7-6 Save your settings with your own Role Config Key.
1-7-7 Relaunch WebClient UI and test your new settings.
 Quotation and Order Management – Exercises 5

Topic: Use Design Layer for Enhancement of existing

objects for Reuse

At the conclusion of this exercise, you will be able to:

 Use Design Layer Maintenance in Customizing
 Know how to use Design Objects in several Views

We have a naming convention for everything we create new. Our name

space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

1-1 Use Design Layer for restricting use of certain fields in Configuration
1-1-1 Restrict available fields of an Item Set. Via Design Layer Customizing you can
declare that several fields should not be available for selection in Configuration.
1.1.2 Use Design Layer to restrict usage of fields ‘Created At’ and ‘Created By’.
1.1.3 Go to Customizing CRM  UI Framework  UI Framework Definition 
Maintain Design Layers

1-2 Create Design Object

1-2-1 Select Object Type ‘BP_ACCOUNT’
1-2-2 Select Design Objects on left hand side list
1-2-3 Select new entries
1-2-3 Create an entry for field corresponding BOL Object
1-2-4 Enter Name: ZBP_DESIGNOBJ_@##
Description: Design Object @## for BP
BOL Object Name: BuilHeader
1.2.5 Save your entry.
1-3 Assign new Designs to your Design Object
1-3-1 Select your newly created Design Object and select Design on left hand side
list.
1-3-2 Select attribute ‘CREATIONUSER’ of BuilHeader.
1-3-3 Select Radio Button ‘Field exclude from Field Set’.
1-3-4 Repeat this step as well as for field ‘CREATIONTIME’.
1-3-4 Save your settings.

1-4 Assign your newly created Design Object to Context Nodes of regarding Views
1-4-1 Launch Component Workbench with Component BP_HEAD
1-4-2 Select View IndAccountNewEF. Stay on tab ‘Structure’
1-4-3 Open up Treenodes Context  Context Nodes
1-4-4 Right click BUILHEADER and select “Assignment to Design Layer”
1-4-5 Select proper Object Type and assign your Design Object.
1-4-6 Repeat these steps also for View IndDetailsOV.
1-4-7 Save your settings

1-5 Compare Configuration of both Views IndDetailsOV and IndAccountNewEF with

Views without Design Object Assignement.
1-5-1 Are you able to find either field ‘Created by’ or ‘Created at’ at attributes of
BuilHeader in regarding Item Set?
 Quotation and Order Management – Solution 5

Topic: Use Design Layer for Enhancement of existing

objects for Reuse

At the conclusion of this exercise, you will be able to:

 Use Design Layer Maintenance in Customizing
 Know how to use Design Objects in several Views

1-1 Use Design Layer for changing settings of field in different views
1-1-1 Restrict available fields of an Item Set. Via Design Layer Customizing you can
declare that several fields should not be available for selection in Configuration.
1.1.4 Use Design Layer to restrict usage of fields ‘Created At’ and ‘Created By’.
1.1.5 Go to Customizing CRM  UI Framework  UI Framework Definition 
Maintain Design Layers
1-2 Create Design Object
1-2-1 Select Object Type ‘BP_ACCOUNT’
1-2-2 Select Design Objects on left hand side list

1-2-3 Select new entries

1-2-3 Create an entry for field corresponding BOL Object
1-2-4 Enter Name: ZBP_DESIGNOBJ_##
Description: Design Object ## for BP
BOL Object Name: BuilHeader
1.2.6 Save your entry.

1-3 Assign new Designs to your Design Object

1-3-1 Select your newly created Design Object and select Design on left hand side
list.
1-3-2 Select attribute ‘CREATIONUSER’ of BuilHeader.
1-3-3 Select Radio Button ‘Field exclude from Field Set’.
1-3-4 Repeat this step as well as for field ‘CREATIONTIME’.
 1-3-4 Save your settings.

1-4 Assign your newly created Design Object to Context Nodes of regarding Views
1-4-1 Launch Component Workbench with Component BP_HEAD
1-4-2 Select View IndAccountNewEF. Stay on tab ‘Structure’
1-4-3 Open up Treenode Context  Context Nodes
1-4-4 Right click BUILHEADER and select “Assignment to Design Layer”
1-4-5 A new Window pops up. There select your newly Created Design Object.

Use the little Disk to save your new assignment.

1-4-6 Repeat these steps also for View IndDetailsOV.
1-4-7 Save your settings
1-5 Compare Configuration of both Views IndDetailsOV and IndAccountNewEF with
Views without Design Object Assignement.
1-5-1 Are you able to find either field ‘Created by’ or ‘Created at’ at attributes of
BuilHeader in regarding Item Set?
 No! Fields are no longer available for selection.
 Quotation and Order Management – Exercises 6

Topic: Create a new custom field and add it to your

Layout

At the conclusion of this exercise, you will be able to:

 EEWB for creation of new fields
 Add fields to your UI with UI Config Tool

We have a naming convention for everything we create new. Our name

space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

1-1 Use Easy Enhancement Workbench to add a new field to Installed Base
1-1-1 Launch Easy Enhancement Workbench via Transaction EEWB
1-1-2 Create a new Project:
Enter name: ZProjectWebUI_@##
Enter description: IBase enhancement @##
1-1-3 Create a new Extension
Enter name: Extension IBase @##
Enter description: IBase Extension @##
Enter EEW Bus Object: Installed Base
Enter Extension Type: Installed Base
1.1.4 Let guide you by the wizard
1.1.5 Enter new field name: FLAG@##
1.1.6 Enter field type ‘Checkbox’
1.1.7 Let BW and Mobile flag unchecked
 If you get asked for a package during enhancement process please
use package ZZ_RTCR52.

1-2 After successful enhancement of IBase launch Component Workbench

1-2-1 Select Component IBDETAIL
1-2-2 Select View Header
1-2-3 Launch Configuration
1-2-4 Copy standard Configuration to your own Role Config Key
1-2-5 Open Item Set and look for newly added field
1-2-6 Add this new field to your layout.
1-2-7 Save your settings and relaunch WebClient UI to test your changes.
 Quotation and Order Management – Solution 6

Topic: Create a new custom field and add it to your

Layout

At the conclusion of this exercise, you will be able to:

 EEWB for creation of new fields
 Add fields to your UI with UI Config Tool

We have a naming convention for everything we create new. Our name

space starts with: Z@## (@ stands for the location and ## stands for your
user number)
Whenever you get asked for a transport request either create a new one or
use the one you’ve created before.
If you’re going to create a new one please take notice of the naming
conventions.

1-1 Use EEWB to add a new field to Installed Base

1-1-1 Launch Easy Enhancement Workbench via Transaction EEWB
1-1-2 Create a new Project
Enter name: ZProjectWebUI_##
Enter description: IBase enhancement ##
Enter Package: ZWEBCLIENTUI_RKT
Enter Customizing and Workbench Request. If you haven’t created requests before,
create them. Otherwise use your created requests.
1.1.3 To create a new Extension right click on your newly created Project and select
‘Create Extension’
Enter name: Extension IBase ##
Enter description: IBase Extension ##
Enter EEW Bus Object: Installed_Base
Enter Extension Type: Installed_Base

1.1.8 After you’ve entered which kind of enhancement you want to create a new window
opens up. This is the EE WB Wizard. This Wizard guides you at the rest of
creating the enhancement.
1.1.9 During the several steps in the wizard you get asked to enter the name of the field
you’d like to add.
Here enter new field name: FLAG##
1.1.10 Enter field type ‘Checkbox’
 1.1.11 In an further step you get asked to check your newly created field for BW and
Mobile Sales. Let this flag unchecked.

1-2 After you had successfully enhanced IBase, launch Component Workbench via
Transaction BSP_WD_CMPWB
1-2-1 Select Component IBDETAIL and launch Workbench
1-2-2 Select View ‘Header’
1-2-3 Launch Configuration
1-2-4 Copy standard Configuration to your own Role Config Key.
1-2-5 Open Item Set and look for newly added field
1-2-6 Add this new field to your layout.
1-2-7 Save your settings and relaunch WebClient UI to test your changes.