CRM 7.0 Document templates

[former_member63752]

Dear Experts,

I have to setup a business process where I need to maintain word document templates in the system for service transactions to be able to send the documents out to customers. What I need is that when the template is generated through a service transaction, it should dynamically pick up the values for customer name, contact details etc.

Is it possible to do this without using smart forms/programming etc. in the system?

Thanks & regards

Ritwik Sharma

[former_member63752]

ANswered

[Former Member]

Hi,

Go to transaction-BSP_WD_CMPWB and give the component WS_DESIGN_TOOL then test it. Log on to power user and create the template.

In 1st step select the objects. Give the Object name.In Business oblect and root object field select Business transaction.

Then select Read. Then go to second step Select attributes. In this step you select the nodes Business transaction, Administrative header of order,

Account assignment of header,activity of header and select the attributes as required by you. After selecting the attributes in every node you have to click on

confirm selection.This is for the transaction attribute.

Then select the node Parties involved of header node and in that sub node you select sold to party node and Main conact node and sub node of Main conact node

that is BTPartnerAddress subnode and select the attribute for those nodes. Then you select the sub node BTPartnerCustRelations and the sub nodes to it and select the required attribute as per your requirement.

Every time you select the attribute then select confirm selection.

Then go to third step and here do not maintain any value.Then go to fourth step by ckicking on next button and you will see your document template.

Then click on ckeck and activate this Document template by clicking on the buttons. Then clcik on productive to maintain in the transaction.

But after clicking on productive you can not edit this template.

then log on webclient and go to sales operation and click on document template you will see your document template there as created by you.

Then log on to web service navigator page and enter the WSDL URL as created by you for the New document tempate and click on next.

Then log on to it.

Then click on test.

Then it will show you the link click on that.

Then in next screen in Process type field you put you service transaction (Ex-SRVC) and select any service transaction that created by you and you want to assign the document to it.Then you will see all the selected attributes that you hace selected on previous step.

Then choose document template and select your template and map the fields to the word template as required by you.

thanx

Chinmaya

Edited by: Chinmaya Parida on Jul 17, 2009 1:41 PM

[former_member63752]

Hi Chinmaya,

Thanks for the information provided. However I now need information for maintaining the templates in a CRM system version 5.0. Would you have an idea around how to achieve this?

Thanks

[Former Member]

Hi Ritwik,

Sorry I dont have idea in CRM 5.0.

Chinmaya

[robert_kunstelj]

this 2 tools I spoke about are available only in CRM 6 and CRM 7

regards.

[robert_kunstelj]

Yes it's possible. You just have to create web service which will provide data for your word template.

Web service can be easly created with web service tool (to access this tool launch transaction bsp_wd_cmpwb and enter WS_DESIGN_TOOL - then press test button and the tool will be started)

Then log to web ui in salespro role and under sales operations you will find template designer.

Both tools are easy to use and there are quite a few posts on this two themes to help you out with your solution.

[former_member63752]

Thanks Robert, I just have one more question. is it possible to email a word document that I might have created using a template from the same CRM webUI screen to the customer or any other partner assigned to my sales/service transaction?

[robert_kunstelj]

I didn't try this yet so I don't know. Maybe someone else tried something similar.

[former_member63752]

HI Robert,

Would you be able to provide me a rough estimate for a web service and an associated word document template to be created using the template designer?

Thanks

Ritwik

[robert_kunstelj]

It's easy job. Once you get the concept how this 2 tools work, you can do it in 1 day or even faster. Depends how much you spend on designing the template. But mostly is just:

- to find the right fields you need to add to ws

- formate the template

- add tags from ws to template

Have a nice day.