SAP CRM WebClient UI is user
interface provided by SAP for the SAP CRM business suite. It is a web based
application for all the business processes covered as part of SAP CRM modules. It
is based upon a framework that has evolved over the period of time. And thus it
is having various predecessors that have been used as user interface for the
SAP CRM business processes. SAP CRM Web Client UI is result of the growth of
user interface for SAP CRM from SAP GUI. CRM Web Client user interface is an
enhanced version of the IC Web Client UI. Within SAP CRM, users are assigned
business roles. And these business roles control the content which user access
in the Web UI screens. Following are the SAP CRM versions released (here, we
are starting from CRM 5.0):
SAP CRM 5.0
From SAP CRM 5.0 version, the Supplier Relationship Management is
removed from CRM and was being dealt as separate application. Following are few
features introduced with SAP CRM 5.0:
- Central Search: Regardless of which application in PCUI you are working into, using central search which is centrally located in PCUI, business objects can be searched at any point of time. Search criteria for central search can be defined in – SPRO -> IMG -> CRM -> People-centric CRM -> General Functions
- Action profile determination: To use condition technique while processing sales order, billing by defining parameters that influence action profile determination.
- Quick create: Introduced in CRM 5.0 to create new business objects in PCUI centrally by using quick create procedure. (For example – to create appointment, task, account). This is located in navigation panel for regularly recurring tasks.
- Employee BSP: To search and maintain employee data, Employee application is introduced. This comprises of the employee data (HR data, employee company data, employee relationship with organization, etc.)
- Account Planner: From version SAP CRM 5.0, account planner can be used to plan regular sales in terms of volumes, revenues considering discounts. To make sales forecasts work in more efficient way, account planning is integrated with BI where it’s easy to track the entire business history of an account including promoted and non-promoted sales. Customizing settings for account planner can be carried out in SPRO -> IMG -> CRM -> Account Planning.
SAP CRM 6.0
From version CRM 6.0, GUI is supported by SAP only for administrative
tasks and PCUI is not supported. Some of the new features introduced in SAP CRM
2007 are:
- Uniform UI: Web based user interface is remodeled and released with more user friendly features (personalization, easy navigation, page layout, advanced search concept).
- Help Center: Contains application help content. Guide for user interface, application overview of the CRM business processes, which can be modified as per project custom requirement.
- Account Life Cycle: Introduced to record different stages of an account. Life cycle stages of account resemble the roles. Path to define the life cycle stages (BP exclusion roles have to be defined to use in account life cycle stages) – SPRO -> IMG -> Cross application components -> business partner -> basic settings -> business partner roles -> define BP role exclusion groups.
- CRM Interactive Reports: To create, edit and view reports in SAP CRM, this feature is introduced where reports will be created using wizard in CRM WebClient.
- Cancel Button in Business Transaction: The Cancel button is made available in the Interaction Center (IC) WebClient, in all business transactions except for the interaction record. When this button is pressed, all entries that were made since the last saved version will get reset.
SAP CRM 7.0
Some of the new features added and enhanced features in SAP CRM 7.0
version are shown below.
- Search Result List: Result List title is enhanced to include number of items found and the name of the Business Objects – Ex: Result List: 6 Opportunities Found. If results obtained are more than the limit, the message will be – Result List: More than 6 Opportunities Found. When there is no result, the message will be – Result List: 0 Opportunities Found.
- Time-Dependent Contact Relationships: Validity period related fields are introduced for the relationship between accounts and contacts so that the contact will have a time frame in all business transactions where it is linked to. For ex: contact linked to opportunity, sales order, and sales order quotation. This Valid From & Valid To are present in Contact assignment block of account overview page, in search result page of contact, contact search help, on contact overview page.
- Dispatching of Business Transactions: We can dispatch a business transaction in order to send it to appropriate partners or groups who can work on that activity with some change in priority if required in order to get quick response from them. For this dispatching rule profile have to be assigned to the transaction type in customizing. Path is SPRO -> IMG -> CRM -> Transactions -> Additional Settings -> Assign dispatching rule profile to transaction types.
- Simple Search: From SAP CRM 7.0 we can use the simple search to search for business objects which is a free text kind of search. This is complex function which uses full indexing or incremental indexing and this is located in central search and can be accessed at any point of time.
- Application Enhancement Tool (AET): From SAP CRM 7.0, to enhance CRM application by adding new field, AET is introduced. This facilitates not only to add the new field but also to enable that field in BI, R/3 Adapter, CRM Mobile, and Search Result. AET is integrated with UI configuration tool and it can be accessed from Web UI itself. To access AET through UI configuration tool, the configuration mode check box has to be activated in Personalization link in header.
SAP CRM 7.01 (EHP1)
Some of the new features added and enhanced features in SAP CRM 7.01 (EhP1) are shown below.
- Personalization and Configuration of icons: From SAP CRM 7.01 (EhP1), one can personalize and configure icons and change SAP logo in WebClient UI. Icons can be personalized in content blocks in home pages, work center pages, report pages. Logo can be changed which will be effective in WebClient UI in all pages like header, business role selection, but since logos are skin dependent you should ensure it’s available and changed in all skins.
- Authorization for Export to Spreadsheet: From SAP CRM 7.01 (EhP1), we can authorize the export to spreadsheet function in the WebClient UI. The authorization object used is S_GUI which is assigned to the authorization role SAP_CRM_UIU_FRAMEWORK. We can disable the export to spreadsheet for individual users by removing this authorization object at business role level (EXPORT_DISABLE) parameter with value TRUE should be defined in Parameters in path – SPRO -> IMG -> CRM -> UI Framework -> Technical Role Definition -> Define Parameters.
- Copy and Paste in Tables: Text can be copied from Microsoft excel and pasted in WebClient UI.
- Favorites: Favorites can be used on home page of WebClient UI. Business objects can be added to favorites so that it gets displayed on home page of business role. From any overview page, that business object can be added to favorites folder and also if favorites to be shared with other users of same business role, it can also be done.
- Central Sharing Tool: To share items like Tags, Favorites, Saved Searches, and Favorite Reports with other users, organizational units, position or business roles central sharing tool is introduced. While sharing the item, a message can be entered for the recipient. Using system link Share in header area, this can be accessed. In case of saved search, only search criteria will be shared and not the result list. To use this CST in Web UI, functional profile CENTRAL_SHARING_TOOL have to be assigned to business role in SPRO.
SAP CRM 7.02 (EHP2)
Some of the new features added and enhanced features in SAP CRM 7.02 (EhP2) are shown below.
- Application Enhancement Tool: From SAP CRM 7.02 (EhP2), new functions that got introduced in AET tool are calculated fields and new field type Long Text.
- Field Label Analysis: This is used to determine the layers in which this field label exists and also to determine the field label text shown in different layers. Also field label text can be deleted in different layers and can be customized in design layer.
- Duplicate check for Quick Create: When we want to quickly create accounts or contact person business data, we can check if such entry already exists in system. IF system shows some duplicate entries, we can start using the existing data in spite of creating new one. Also if we are sure, such duplicates can’t exist in system, and we can discard the system proposed duplicates and can go ahead in creating new entry.
- Attachments assignment block: To display attachment assignment block in overview page of activities, customizing – Display Attachments Assignment Block have to be done.
- Display of Account Id in Appointments: From SAP CRM 7.02 (also in EhP1 SP10, CRM 7.0 SP13) account id can be shown in description of the appointment in SAP CRM calendar. To enable this feature customizing setting can be done in customizing activity Display Account Id in Appointments.
For SAP CRM Training, kindly contact "JSSTech IT Solutions and Consulting" on 9972037979 or write to saponline2learn@gmail.com
For detailed introduction to SAP CRM along with a SAP CRM Web UI practical kindly click here.
This demo starts with the introduction to Customer Relationship Management (CRM). Then we take you through the SAP CRM Introductions covering SAP CRM architecture and SAP CRM Channel architecture.
After this, we have given a brief overview of the SAP CRM Web UI layer architecture. This is to introduce you to the terminologies related to SAP CRM Web UI.
Finally, demo concludes with a practical scenario to understand the SAP standard CRM Web UI screen. And to give a small introduction to developments involved in SAP CRM Technical.
Here, we are bringing forth to you online SAP CRM technical training. To take the discussion to next level with course content and live free unique demo kindly reach us @ saponline2learn@gmail.com (Contact no.: 9972037979)
