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CRMV_ISU_SI - General Settings

CRMV_ISU_SI - General Settings

General Material Data   CL_GUI_FRONTEND_SERVICES - Frontend Services  
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In this activity, you make the general settings for Contract and Quotation Management, as well as specify pre-defined searches for Contract Management.

You can also define parameters related to packages.

This activity contains the following sections:

  • The UI basic settings
  • Allowed predefined searches

  • Sales/Service trans. type for Overview

  • Predefined searches

1. The UI Basic Settings

The Contract Management section contains the following fields:

  • Initial Subview for Contract List
  • Initial Subview for New Contracts
  • Initial Subview for End Contracts (contracts to be ended)
  • Control Automatic Contract End
    You use this field to determine which rule is valid for a forced move-out.
  • Suppress Meter Reading View
    You use this indicator to suppress the display of the meter reading view.

The Quotation Management section contains the following fields:

  • Initial Subview for Quotation List
  • Initial Subview for New Quotations

The Default Predefined Searches section contains the following fields:

  • Default Predefined Search for Premise
    You use this field to specify which pre-defined search is to be executed automatically when navigating to contract management when only a premise is confirmed.
    This predefined search must be part of the allowed predefined searches for the given profile.
  • Default Predefined Search for Account
    You use this field to specify which predefined search is to be executed automatically when navigating to contract management when only an account is confirmed.
    This predefined search must be part of the allowed predefined searches for the given profile.
  • Default Predefined Search for Account and Premise
    You use this field to specify which predefined search is to be executed automatically when navigating to contract management when an account and a premise are confirmed.
    This predefined search must be part of the allowed predefined searches for the given profile.

The Packages section contains the following fields:

  • Sales Period

This is used to display the sales transactions of the confirmed business partner in the Overview. You use this field to specify how far in the past you want to search for sales transactions. For example, you may want to look for sales transactions for the past 3 months or the past 180 days. If no value is set, all transactions are searched.

  • Service Period

This is used to display the service transactions of the confirmed business partner in the Overview. You use this field to specify how far in the past you want to search for service transactions. If no value is set, all transactions are searched.

  • Disable Product Proposal checkbox

When this is selected, the product proposal cannot be accessed from Contract Management or Quotation Management. It is still available from the navigation bar if it is defined in the business role that you are using.

  • Disable Package checkbox

When this is selected, packages cannot be added to contracts or quotations.

1.1 Allowed Predefined Searches (Contract Management)

In this section, you specify which predefined searches are available for the selected profile. This will be used to display the list of available predefined searches on the user interface. You can specify the order in which they should appear in the dropdown box. You can set one of them as hidden, which could be helpful if you want to temporarily disable one of the predefined searches.
The predefined searches used in this profile must be defined in the general Predefined Searches section.

1.2 Sales/Service trans. type for Overview

In this section, you define the sales and service transaction types which will be displayed in the Overview. In the Overview, a sales or service folder will display if there exists a transaction of one of the transaction types defined in this customizing for the confirmed business partner (considering the period also, see sales period and service period). If no transaction type is defined in this customizing, no sales or service transactions will be displayed in the Overview.

2 Predefined Searches Definition (Contract Management)

In this section, you specify the predefined searches available for all profiles. The predefined searches are used to quickly load different search criteria for contracts on the user interface.

For each predefined search, you must define a predefined search key, a description, and a confirmed criteria (account and/or premise):

  • The key must be used as a filter in a BADI implementation for BADI definition CRM_IU_CONTRACT_PDS (in enhancement spot CRM_IU_CONTRACT_ENHSPOT).
  • The description will be displayed in the drop-down list on the user interface.
  • The confirmed criteria specifies what is automatically included as part of the search criteria when this predefined search is selected.

Each predefined search must have its key defined in a BADI implementation for BADI definition CRM_IU_CONTRACT_PDS (in enhancement spot CRM_IU_CONTRACT_ENHSPOT).

This BADI definition contains only one method, IF_CRM_IU_CONTRACT_PDS~GET_CONTRACT_PDS_CONDITIONS, which must be implemented. The objective of this implementation is to prepare selection criteria to be executed by the contract search. To do so, the selection criteria, along with the condition, must be filled in the parameter table ET_CONDITIONS.

The field name to be used as selection criteria must exist in structure CRM_ISU_QUERY_ITEM_BTIL (note that all fields of this structure are supported, some are there only for future enhancement).

The following steps are necessary to create a new predefined search:

  1. Create a new BADI implementation for BADI definition CRM_IU_CONTRACT_PDS (in enhancement spot CRM_IU_CONTRACT_ENHSPOT). Specify a filter for it, implement the method IF_CRM_IU_CONTRACT_PDS~GET_CONTRACT_PDS_CONDITIONS.
  2. Update the Customizing setting as described above.

There are several delivered predefined searches which can serve as examples. To view them, use transaction SE18, display enhancement spot CRM_IU_CONTRACT_ENHSPOT and look for the implementation of BADI definition CRM_IU_CONTRACT_PDS.






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