Defaulting the Grouping field for Account/Contact screen...

[Former Member]

I need to default the Role and Grouping when creating a new Contact and Account.

For a Contact the Role is already being defaulted to 'Contact' because we ran a program named 'CRM_BP_UIU_CONTPRL_CREATE_SET', accordimng to OSS note 1117424. However the Grouping field is not being defaulted.

For an Account, I need to default the Role to 'Prospect' and the Grouping to 'CRM Account'. However there is no equivalent report to run to enable the Role to be defaulted for the Account.

In CRM 7, I believe that I need to create an implementation for an enhancement spot for badi BADI_CRM_BP_UIU_DEFAULTS.

Once this is done I somehow need to default the Grouping field depending on whether it's an Account or Contact. Is this the transaction type, possibly?. Anyway I wondered if anyone had done this before and can perhaps give some coding guidance.

I also need to determine a way to default the Role for an Account to 'Prospect' as well.

I must admit, I find SAP's documentation in these areas really poor, or non-existant, especially for CRM 7.

Jason

[Former Member]

Well, it would seem that there is Zero informartion to be gathered from SAP via a Help request. The only reply that I received was a link to SDN where the BADI has been identofied, but that's it.

Has anyone defaulted the Grouping and or the Role when creating corporate Accounts in CRM 7?.

Jason

[Former Member]

Anyone?

[Former Member]

Hi,

have you tried using the "Int. Std. Grping" customizing of IMG => Cross-Application Components => SAP BP => BP => Basic Settings => Number Rand and Grouping => Define Grouping and Assign Number Range

The idea there is that you select the grouping (and number range) that will be defaulted whenever you create a new partner in CRM if the user does not specify a grouping.

You can have 1 default for internal number assignment and 1 default for external number assignment.

regards,

Didier

[Former Member]

Didier, Are you saying that for either an Account, contact of Employee we can set up a number range and also default the grouping as well?.

If so that might take care of the Grouping values, but I also need to default the Role as well. Any idea how I might default this?.

I did look at the config and we have number ranges set up for contacts, accounts and employess, but there can only be one that has the Int. Std. Grping set as it's a radio button. I don't think this solution is the answer.

Jason

[Former Member]

Hi Jason,

please check my reply to the other thread I hope it will clarify your problem.

Regards,

Georg

[Former Member]

Georg,

Sorry, what reply was that?.

Jason

[Former Member]

Jason,

Found the solution

Cheers

Subu

[Former Member]

Jason i am in the same scenerio you are in. Did you find a solution?

I need to set the default grouping for accounts and contacts.

I also applied the note for contacts but cannot figure out how to set the default for the grouppings.

Can you please help Jason

Thanks,

Jon