29 Replies Latest reply: Jan 25, 2011 2:38 PM by Jon Hermiz RSS

Add custom fields to assignment block

Jon Hermiz
Currently Being Moderated

We are running SAP CRM 7.0.  We are using the opportunity module as well as "Create Follow Up" (Sales Order / Quotation) so that you have a one to many relationship (1 opportunity may contain many sales orders).  I have 2 custom fields inside the Sales Cycle (Quotation) module "Actual Sales Order Value" and "Current Points".

 

What I am trying to do is take these 2 custom fields and add them to the assignment block called "Linked Transactions" in the Opportunities module.  But when I look at all the available fields for this assignment block these 2 custom fields are nt available.

I do not see any way of adding these 2 fields to this assignment block.  The only thing I see is "Create NEw Field".  But I do not want to create a new field I just want to reference 2 fields from the Sales Cycle module inside of this assignment block.

 

Does anyone knowif it is possible to add 2 custom created fields that are i the Sales cycle module to add them to the opportunities assignment block that is called linked transactions ?

 

Thanks,

Jon

  • Re: Add custom fields to assignment block
    Harshit Kumar
    Currently Being Moderated

    If those attributes are not available as per your business demand, then in that case it's wise to create new attributes from AET which is very easy and user friendly. This will resolve the issue as well.

     

    Rg,

    Harshit

    • Re: Add custom fields to assignment block
      Jon Hermiz
      Currently Being Moderated

      No I dont think you understand the question.  I do not want to add new attributes, the attributes already exist in the Sales Order (Cycle / Quotation) module.  That is an opportunity contains a follow up, a follow up to us as a business term is called a quotation.  In this quotation I have created two new custom fields: Actual Quote Value, and Current Points.

       

      So what I want to do is if I go back to the opportunities module there is a sub assignment block called "Linked Transactions" which shows all the quotations of an opportunity.  But the assignment block shows some basic fields like the referenced Quotation ID, a date, etc.  What I also want to show on this assignment block is the Actual Quote Value and Current points.

       

      How do I go about doing something like this ?

      • Re: Add custom fields to assignment block
        Harshit Kumar
        Currently Being Moderated

        Please check the .htm page of the view where you would like to show these two new fields. There will be a context node which primarily forms the assignment block structure. Incase your fields are added to the mentioned context nodes then all you have to do is to pull those from available to displayed column from the UI Configuration.

         

        Rg,

        Harshit

        • Re: Add custom fields to assignment block
          Jon Hermiz
          Currently Being Moderated

          Harshit, Are you reading my issue correctly?  It seems you may be thinking the issue is something else.

          The problem is these fields do not display as "Available" fields so that I can move them over to the "Displayed" side.

          That would be simple issue and I would not post the question on the forum.

           

          Again the issue is these are custom fields within the Sales Order (Quotation module) but i need to display them in the assignment block "Linked Transactions" which is in the Opportunities module (Totally different module).

           

          Am I making sense or do you need screen shots?  Is it possible to post screen shots on this forum ?

          • Re: Add custom fields to assignment block
            Prasenjit Sharma
            Currently Being Moderated

            Hello,

             

            Tell me what are the context nodes available in the 'Linked Transactions' assignment block and whether or not they relate to the context node that contains the custom fields within the Sales Order (Quotation module).

             

            Regards

            Prasenjit

            • Re: Add custom fields to assignment block
              Jon Hermiz
              Currently Being Moderated

              Hello,

               

              Im new to SAP CRM 7.0 can you tell me what you mean by this.  What I have is an opportunity that is created.  An opportunity is in our business known as a possible sale.  So within an opportunity at the top of the header section is a link "Create Follow-up".  We use this link to create a sales orderr that is attached to the opportunity.  In the database world one opportunity contains many quotations.

               

              So then I create my quote and I enter a value for actual quote value, and current points (these are custom fields within the Sales Order module / Quotation module).  So now once I save this quotation if I go back into the SAP CRM Search and find this opportunity and click on it.  I can then scroll down and I see the assignment block known as Linked Transactions.

               

              I think this was a standard assignment block but was renamed.  In the configure page I see that the assignment block component is BTDOCFLOW and the VIew Name is VTDOCFLOW/HdrWindowOVE.

               

              So now all I want to do is show the actual quote valuie and the current points in this assignment block.  Is that possible?

              • Re: Add custom fields to assignment block
                Prasenjit Sharma
                Currently Being Moderated

                Hi.

                 

                Are you aware of transaction called  BSP_WD_CMPWB? I am wondering how you created the custom fields without knowing this.

                 

                Regards

                Prasenjit

                • Re: Add custom fields to assignment block
                  Jon Hermiz
                  Currently Being Moderated

                  You create the custom fields using the application enhancement tool, you do not have to do it in the gui...

                   

                  I am running SAP CRM 7.0...

                   

                  That is the recommended way to add new fields to the interface.

                  • Re: Add custom fields to assignment block
                    Prasenjit Sharma
                    Currently Being Moderated

                    Hi,

                     

                    I guess you need a basic understanding about BSP WD Component workbench(the transaction I mentioned) before you can start doing anything.

                     

                    Follow the help sites and search for Web UI related materials.

                     

                    Regards

                    Prasenjit

                    • Re: Add custom fields to assignment block
                      Jon Hermiz
                      Currently Being Moderated

                      Why is the recommendation from SAP to create fields within the actual UI framework using the AET tool (The web based tool) then?  So you are saying without knowledge of that transaction it is not possible to do what I want to do?

                      • Re: Add custom fields to assignment block
                        Prasenjit Sharma
                        Currently Being Moderated

                        Hi,

                         

                        If its just creating fields AET works great. But unfortunately BSP_WD_CMPWB is the backbone of web UI development/configuration. This is a must before you can do anything. Where do you expect to put your code should need to enhance the standard processing unless you know the basic architecture?

                         

                        Regards

                        Prasenjit

                        • Re: Add custom fields to assignment block
                          Jon Hermiz
                          Currently Being Moderated

                          I agree but I've heard from lots of SAP folks that the AET UI was the place to make changes and to avoid the backbone.

                          But maybe you are right...ok so I am in this and it looks similiar to the AET tool. i  can go to a view and then select my configuration and I can see my screens here.

                           

                          But my question is more about the assignment block.  Can an assignment block of the component BT111H_OPPT display custom fields from the Sales Order (Quotation) module?

                          • Re: Add custom fields to assignment block
                            Jon Hermiz
                            Currently Being Moderated

                            I just noticed that the subassignment block was called "Transaction History" but we just copied this configuration for the customer namespace and renamed the assignment block to "Linked Transactions".  So linked transactions = transaction history... so what I am trying to do in this assignment block called transaction history is to display 2 custom fields from the Sales Cycle (Quotation Module).

                          • Re: Add custom fields to assignment block
                            Prasenjit Sharma
                            Currently Being Moderated

                            It can, if it refers to the same business object/context nodes. When you double click on the view, you should be seeing three tabs in the right hand side work area, the first of them being 'View Structure'. In side this, you need to look for Context extend this till you see context nodes. Context nodes are linked to Business Object layer and stores several attributes. The fields that you see on UI are any one of these attributes depending on the component/view combination.

                             

                            For your case try to locate the context node that you used in your quotation(the component and view would be different and you may remember this from AET and you need to select this there as well). And also check if the context node is available in  OPPT component or not. If its there then the problem is greatly reduced but if its not again we'd have to create the fields.

                             

                            Regards

                            Prasenjit

                            • Re: Add custom fields to assignment block
                              Jon Hermiz
                              Currently Being Moderated

                              Wow prasenjt...

                               

                              I understand it now I do see it in both Opportunities(BT11H_OPPT) as well as Quotations(BT115QH_SLSQ).

                               

                              When I go into Opportunities then I expand views, then I go to the view (BT111H_OPPT/Details) I am not sure if I need to go to his one or not but I did (please correct me if I am wrong here).  So when I go to this I can see the context on the right side and I go to context node and BTADMINH is there in opportunities as well as quotations.

                               

                              So it is available I think...so how do I proceed.  Thank you so much I am learning!

                               

                              Jon

  • Re: Add custom fields to assignment block
    Jon Hermiz
    Currently Being Moderated

    I resolved this issue finally.

    This was not as difficult as I thought.

    I had to go into the component workbench.

    Do a "new" for the attributes section and add a model value.  Then I started at BTOrder and followed the GENIL_MODEL_BROWSER eventually using the relationships to get to the field.  Then I added a simple piece of code that I was missing.

    Here is a good reference thread:

     

    Re: BTAdminH/Field not bound

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