complete process of sending a smart form as a fax directly

[Former Member]

Hi all,

I was wondering if any one has configured a process to send a smartform as a fax directly using the SMTP server.

Thanks in Advance

CRM Consultant

[gregorw · Accepted solution]

Hello CRM Consultant,

don't you think it would be nice to call you by your real name? I don't have a direct answer to your question. We are using the RightFax SAP Connector to send Faxes from SAP R/3 and CRM. Used it already in a CRM Campaign. It was easy to configure via SCOT.

Regards

Gregor

[Former Member · Accepted solution]

Sorry Gregor if I offended with the identity thing,

I am Bryan, the client I am working for has an issue with sending a fax directly, we have an action profile and a SMARTFORM that prints the sales order when the status is changed to complete, now we are trying to figure out a way to send the fax directly instead of printing and faxing manually and this is in CRM 4.0, we are using RightFax SAP connector, can you tell me the configuration part in SCOT and if you have a document it will be a great help, my email is bryanlee77@hotmail.com

Thanks

Bryan Lee

[gregorw · Accepted solution]

Hello Bryan,

for RightFax do this steps in SCOT:

- Create a new node named "FAX" with description "RightFAX Faxserver" and click continue

- Choose "RFC Node" and click continue

- Click on RFC Destination

- Create a new RFC Destination of type T.

- I've named it FAXGATE.

- Add a description

- Choose "Registered server program"

- Enter Program ID like FAX_<InstanceName>_<Client>

- Save the Destination

- Get back to the Wizzard and enter the RFC Destination Name "FAXGATE".

- Choose Adress Type FAX

- Enter Adress Area *

- Choose PCL for SAPscript/Smart Forms and ABAP Lists

- Do not restrict send time

- Enter the country ISO code

- Don't set further address types

- I've set 0 hours and 10 minutes waiting time

- Our RightFax Server supports no monitoring

- Node is ready for use

Your Basis Administrator should then set up a User for the RightFax Server and configure the RightFax SAP Connector. For my administrator this was done in 30 Minutes.

Regards

Gregor

[Former Member · Accepted solution]

Hi Gregor,

Thanks a lot for your previous message, that part has been pretty much take care of, now my question is how is the fax number determined from the smartform, and where can we maintain a custom logic to pick a particular fax number in the scenario the customer has multiple fax numbers.

Any thoughts

Thanks

Bryan

[stephenjohannes · Accepted solution]

Byran,

The default fax number is retrieved from the business partner master of the sold-to party. To override this data you can try to use the BADI:

COMPLETE_PROC_PPF. Your other option would be to copy the standard action processing class and override the settings in the method handling the smartform processing.

I have not used the COMPLETE_PROC_PPF, but take a look at the implementation provided already in the system, and that might give you an idea on how to use it.

Good luck,

Stephen

[Former Member · Accepted solution]

Hi Stephen

say we do not have any custom logic, what will be the standard processing class that we will have to use to make it work for the action method "SmartForms Fax" Will it be "CL_DOC_PROCESSING_CRM_ORDER" do we have to maintain this part of the code and what does each of parameters means.

*----

---

is_mail_appl_obj -

---

• fill this parameter if your application object is a BOR object

• the output will be connected with the BOR object via SAP Office

• this is done for mail and fax but not for print outputs

• ------>

• is_mail_appl_obj-LOGSYS =

• is_mail_appl_obj-OBJTYPE =

• is_mail_appl_obj-OBJKEY =

• is_mail_appl_obj-DESCRIBE =

• ------>

*----

---

Thanks

Bryan

[stephenjohannes · Accepted solution]

Byran,

Yes you do not need to change any of the logic in the standard delivered action if you need to fax. The action is "generic" such that it fills the parameters for the smartform and then the smartform then takes those parameters as needed to finish the processing. The same class/method that is defined for smart forms print, should work for faxing. I have not tried this, but I would recommend just configuring the fax method output and testing the results.

Worst case scenario you will have to copy the class and modify the delivered method.

Good Luck,

Stephen

[stephenjohannes]

You can do this, however you need to explain further about SMTP faxing? It is possible to either use SAPconnect interface, and/or custom actions to send "faxes" via SMTP from a smartform.

However I don't think anyone can answer your question unless you provide more details.

[Former Member]

Hi Stephen,

I am working on an issue with sending a fax directly, we have an action profile and a SMARTFORM that prints the sales order when the status is changed to complete, now we are trying to figure out a way to send the fax directly instead of printing and faxing manually and this is in CRM 4.0, we are using RightFax SAP connector, based on this which method do you suggest will be gud to use, and it will be great if you could explain each of the processes in detail or if you have any document..

Thanks

Bryan

bryanlee77@hotmail.com

[stephenjohannes]

Bryan,

Unfortuantely each fax adaptor has it's own documentation on how to setup to use it for faxing. You need to find the right fax documentation and see how the RFC destinations should be configured, and the SCOT configuration.

The next part you will need to do once you establish "faxing" from your system, is to configure the action so that the method "smartforms fax" is used for the output. You will need to keep in mind that your receipient determination must be able to find a valid fax number or otherwise the faxing will fail.

You should not have to code anything to make this work, unless you have custom logic on how to determine the phone number for the fax "receipient" that is beyond provided by SAP.

Good luck,

Stephen

[Former Member]

Hi Stephen

I understand what you are saying, the RFC destinations and SCOT have been configured.I have maintained the action profile and the "smartforms fax" method for the output, now my question is

1. Regarding the receipient determination, how does it find the valid fax number?

2. we do have a custom logic to be developed on how to determine the appropriate fax number of the "receipient" where do we maintain this logic does it have to be in the processing method for "smartforms fax"?

I really appreciate your help

Thanks

Bryan