`
JerryWang_SAP
  • 浏览: 1030823 次
  • 性别: Icon_minigender_1
  • 来自: 成都
文章分类
社区版块
存档分类
最新评论

SAP CRM如何创建支持Web Service的PDF模板

阅读更多

In my previous document Create Webservice enabled word document in attachment assignment block, the use case and detailed steps to use web service enabled word document in CRM Attachment assignment block are illustrated. Since there are two alternative document types, this document will explain how to create web service enabled PDF attachment for CRM application.

Prerequisites

(1) You should have Adobe Livecycle Designer installed so that you can use it to develop your adobe form template. (2) The ADS ( Adobe Document Service ) web service should correctly be configured in your application server. Run the health check report FP_PDF_TEST_00 and ensure the version information is successfully returned. The ADS will be used to render your adobe form template into PDF format in the runtime.

 

 

(3) You should have an available web service created in CRM web client UI via web service tool. For detailed steps please refer to my previous document.

In this document I will use the Webservice ZJERRY_PROD_WS where the READ operation is defined on BOR type BUS1178 ( Product ).

Step by step processes

(1) Create an Adobe form template like below. Maintain the web service you have created before.

 

 

Click the Download button first for “Download Schema”, a pop up dialog will appear, save it locally.

 

 

The Schema is itself a xml file which describes the meta structure of your web service and will be confused by your adobe form template in next steps.

(2) Click button “Start Designer”, then the Adobe designer installed in your laptop will be opened automatically. Then Choose menu File->New to create a new form template.

 

 

if the open fails, check whether you have enabled the corresponding Active Control settings in your browser with reference to note 1018674.

In my opinion it is not a must to launch Adobe Designer via ActiveX, since you could manually start it at any time.

(3) load the xsd schema file you stored locally in step1. Switch to tab “Data View” and choose “New Data Connection” from context menu,

 

 

Choose “XML Schema”:

 

 

Load the local xsd schema file with default settings unchanged and click Finish button:

 

 

Now in Data View tab, you should see the hierarchy tree which has exactly the same appearance as what you have see in SAP Data panel in document Create Webservice enabled word document in attachment assignment block

 

 

(4) Now you can start to develop the layout of adobe form template. Create a new text field and bind it to the field ProductId in Data connection tree which you generate in step3 by importing xsd schema. Data binding means in the runtime, this text field will be filled with the actual transaction data of ProductId, which will be returned by service provider. The binding could be started by clicking the small triangle below:

 

 

Follow the path Use “DataConnection”->Output->ZjerryProdWs ->ProductId:

 

 

After binding the binding property for the text field should look like below. In the DataConnection tree view, there is a new icon which indicates the field ProductId is bound to a certain UI element in the template.

 

 

Finish the template layout design by adding several other fields and bind them to other fields in Data Connection.

 

 

(5) Save the templage as xdp form via “Save as” menu in Adobe Designer, then upload it back to CRM via Upload button.

 

 

(6) Now go to CRM product application, create a new attachment for a given product, select you form template in popup:

 

 

And ADS will render it as a PDF document for you:

 

 

Trouble shooting

The idea of trouble shooting is exactly the same as those explained in Create Webservice enabled word document in attachment assignment block.

要获取更多Jerry的原创文章,请关注公众号"汪子熙":

0
0
分享到:
评论

相关推荐

    SAP CRM解决方案概览.pdf

    SAP CRM解决方案概览pdf,SAP CRM解决方案概览

    SAP CRM行业解决方案.pdf

    三、移动智能:SAP CRM支持移动智能,允许企业员工随时随地访问客户信息、管理客户关系和进行销售活动。 四、数据分析与挖掘:SAP CRM提供了数据分析与挖掘功能,帮助企业分析客户行为、预测销售趋势和优化销售策略...

    SAP CRM同步问题记录

    在SAP CRM(客户关系管理)系统中,同步问题往往是由于不同组件间的通信故障或配置错误导致的。本文将深入探讨两个具体的问题及其解决方案,帮助用户理解和处理SAP CRM中的同步异常。 首先,我们遇到的第一个问题是...

    sap crm 一点通

    尽管SAP CRM 和 ECC 在某些功能上有重叠,例如CRM 的 SALES 功能类似于ECC 的 SD(Sales and Distribution),以及CRM 的 SERVICES 与ECC 的 CS(Customer Service)相似,但两者的设计理念和技术实现方式存在明显...

    sap crm 实施方法

    sap crm 实施方法。最全面地SAPCRM实施方法。提供下载。

    如何更改SAP CRM BDoc状态.pdf

    在维护SAP CRM 的时候,我们经常发现中间件经常存在执行成功,但是信息没有真正更改情况,这时候如何通过修改BDoc状态来重新执行

    SAP CRM 常用表.pdf

    在SAP CRM系统中,数据通常被组织成表的形式,这些表可以分为两类:主数据表(Master Data Tables)和事务数据表(Transaction Data Tables)。这些表是组织和管理SAP CRM系统中各种信息的基础。 主数据表涉及的是...

    SAP CRM 7.0 PA-CR100

    标题与描述中的"SAP CRM 7.0 PA-CR100"指向的是SAP公司的一款企业级软件——客户关系管理(Customer Relationship Management)系统的一个特定版本与课程代码。SAP CRM是SAP Business Suite的一部分,它帮助企业优化...

    sapcrm业务数据分析.pdf

    sapcrm业务数据分析.pdf

    SAP-CRM-系统用户界面操作指导手册

    《SAP-CRM-系统用户界面操作指导手册》旨在为用户提供一个全面的操作指南,帮助他们熟悉SAP CRM Web客户端的用户界面及其各项功能。 #### 二、SAP CRM Web 客户端用户界面概览 ##### 2.1 用户界面结构 SAP CRM Web...

    sap CRM 2007 IDES.rar

    【SAP CRM 2007 IDES】是一款专门针对SAP客户关系管理(CRM)2007版本的集成开发和教育环境(IDES)。IDES全称为Integrated Development and Education System,它为开发者和学习者提供了完整的SAP CRM系统,以便...

    SAP Web User Configuration Guide for CRM2007

    它针对的是CRM2007版本,并提供了一系列步骤帮助用户优化计算机性能与SAP Web使用体验。 ### 网络通信设置——DNS绑定顺序 #### 改变DNS绑定顺序 DNS(域名系统)绑定顺序是指计算机连接到网络时,DNS服务器的...

    SAP CRM系统介绍

    SAP CRM系统介绍SAP CRM系统介绍SAP CRM系统介绍SAP CRM系统介绍SAP CRM系统介绍

    SAP CRM管理方案介绍

    ### SAP CRM管理方案介绍 ...综上所述,SAP CRM是一个综合性的客户关系管理系统,不仅能够帮助企业提高市场营销、销售和服务的效率,还能通过智能分析等功能为企业提供决策支持,从而在激烈的市场竞争中获得优势。

    顺丰速运SAP CRM解决方案介绍.pdf

    顺丰速运SAP CRM解决方案介绍.pdf

    SAP_SAPCRM.rar

    通过阅读“SAP SAPCRM课程中文自学笔记.pdf”,你可以深入学习以上各个知识点,并逐步掌握SAP CRM的使用和管理,为企业的客户关系管理提供强大的技术支持。在实践中不断探索,你将成为SAP CRM领域的专家,为企业带来...

    SAP CRM Tables 1

    标题"SAP CRM Tables 1"指的是关于SAP客户关系管理(CRM)系统中的数据库表的讨论,这通常...深入理解这些知识将帮助IT专业人员更好地实施和维护SAP CRM系统,提升工作效率,并为企业的业务决策提供更准确的数据支持。

    SAP CRM 2007 IDES

    SAP CRM 2007 IDES

Global site tag (gtag.js) - Google Analytics