CRM 2007 – Enhancing views – Part II

In my previous blog I have discussed about how to add a field to the view. The field being available in the structure its easier to add the field using UI Configuration. 

Now in this part we will discuss how we can create a custom field for the customer and make the same visible in Web UI.

Here in this example, I have added a field directly to the ADMIN_H header segment. Since I have to use the ADMIN_H for a customer I have taken the example.

Technically most customers will add their fields via the CUSTOMER_H segment especially those upgrading from an older release.

Scenario 2: The field is a custom field created for the customer.  

Here I have taken the example of creating the field Resource Estimate Using EEWB.

Part 1: Creating Custom field using EEWB

Step 1

Enter the T-code EEWB(SPRO Path : SAP Implementation Guide –> Customer Relationship Management –> CRM Cross-Application Components –> Easy Enhancement Workbench)

Step 2

Create project 

Step 3

Once the project is created select the button as shown below and create an extension 

Step 4

Enter name and description for the extension and select the Bus Object (e.g. Opportunity) and Extension type (Opportunity Header)  

Now the Wizard will guide you through the next steps 

Step 5

Enter Extension Title

Step 6

Select the Transaction type  

”

Step 7

Enter Field Label, Data type and Field Length 

Step 8 

Assign the field to the opportunity header  

Step 9 

Specify the relevance of the field in Mobile/BI/Search

Step 10

See the overview and Select Complete.

Step 11

Enter the transaction code CRMD_ORDER and Select Create “Opportunity”   You can see that a new tab Customer Fields appears in the opportunity screen.

Navigate to the tab “customer Fields”   The field “Expected Duration” Can be seen. 

Part 2 : Display the field in the WEB UI

Step 1

Start transaction BSP_WD_CMPWB.  

Follow the steps mentioned in the Scenario 1 to view the available fields (refer Step 1 to step 9 of CRM 2007 – Enhancing views – Part I) 

Your custom field will be available in the Context Node BTADMINH.

Step 2

Expand the node BTADMINH to view the list of available fields.

Now as we can see the custom field added using EEWB is available for use by the UI Configuration tool. Select the field “Expected Duration” and add it to the opportunity view.

Refer steps mentioned in the blog CRM 2007 – Enhancing views – Part I.

In the next part we will discuss the scenario where you want to show a standard field related to the opportunity in the opportunity view. These fields are attributes of the partners related to the opportunity and hence not part of the standard opportunity structure. e.g. Industry system of Prospect, ID Number/type of Prospect/Employee responsible etc.