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Factsheets: ERP Documents in CRM

1.Link to Orders/Transaction of R3 in Factsheet of CRM does not work

Solution:

A.Implement SAP Note 1511576 – Navigation to ERP billing docs in BP factsheet doesn’t work .

B.Add Authorization  IC_LTXE to the corresponding roles assigned to the users in R3 system.

C.

In CRM System,Go to
SPRO->CRM->Transactions->Settings for ERP transactions maintained via CRM->Define Profiles for ERP Sales Transactions,

and Maintain the correct RFC Destination for ECC Profile created say ZERPPROFILE

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2.Hide unnecessary Transaction Types/Orders to be displayed in CRM Factsheet-Last Orders Section.

  

In ECC[R3 System],

Go to SPRO->Sales and Distribution->Sales Support(CAS)->Sales Summary->Set Document Display

Uncheck the Document type which you don’t want to be displayed in CRM Account
Factsheet’s Last Documents

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