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Default Text in Notes

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Default Text in Notes

Uploaded by

learnkingraja
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© © All Rights Reserved
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Default text in notes


Former Member
2013 Nov 21 1:41 AM

 7 Kudos  5,115

SAP Managed Tags: SAP Customer Relationship Management

Hi All,

This one takes us back to the basics of CRM, power of text determination procedure. We have been using
notes in CRM transactions very
frequently to capture various texts entered by different Users during the process. Through this blog I am trying
to showcase one of the old features
available in text determination procedures i.e. access sequence to source the content in the note type.

In my recent project, I got a requirement from customer where they wanted a default text to appear in the
notes. As this note type was to be
used for printing CRM generated letter, it was acting as template for the letter and also it was supposed to be
changeable by user during the process and
the changed version of the template should go for printing. As this criteria came into picture, we couldn’t just
create a smartform with hardcoded text
instead found the standard way to find solution.

Access sequence in text determination procedure can be used in this case.

Following are the steps to make this work:

1. Create the text template using SAPscript Tcode SO10

Maintain the default text here:

2. Create you text determination procedure and create access sequence for the text type for which the
default text has to be sourced:

3. The function has to be created by technical team which has a small code for calling the SAPscript created
in step 1:

Function ZFM_UPLOAD_TEXT

CLEAR: es_reference.

es_reference-tdobject = 'TEXT'.

es_reference-tdid = 'ST'.

es_reference-tdname = 'ZTEMPLATE'.

es_reference-tdspras = 'E'.

Endfunction.

4. Once the access sequence is created, assign this access sequence to the text type:

Leave the changes column as empty as you want it to be editable and select value “A” in transfer column for
this text type.

That’s it. When this procedure is assigned to a transaction and when user creates the transaction, the default
text appears in the
respective note type (text type) which can be changed by user.

A small configuration changed helped us in meeting the requirement. Thought of sharing this as a lot of us
sometimes miss these
excellent features available as part of std CRM. :smile:

Hope you enjoyed revisiting the basics. sometimes it really helps. :smile:

5 Comments

Former Member 
2014 Jan 15 9:11 PM

 0 Kudos

Would you be able to add how "Assignment of Fields" works to your post? I'm finding very little
documentation. I tried it with object CRM_ORDERH and it wasn't working as explected. Since this is basic, it
must be easy and I'm just missing something.

former_member186154 
Active Participant 2015 Jan 21 12:52 AM

 0 Kudos

Useful Blog.

For step 3 a bit of more details would have given more clarity.

The Custom FM can have no Import Parameters but the Export Parameter should be defined as
Parameter name Typing Associated Type
ES_REFERENCE TYPE STXH_KEY

former_member186154 
Active Participant 2015 Jan 21 12:54 AM

 0 Kudos

Hello Clint,

No Assignment of fields is required. It can be left empty. It worked for me for CRM_ORDERH.

One thing i noticed is that it works only on new documents created. If you are trying to check the text in the
existing documents then the Text determination doesn't happen

Former Member 
2016 Feb 19 1:32 PM

 0 Kudos

HI ,

It is nice blog.

I got a similar requirement and I shown this blog to my developer and we are able to show the text
dynamically , but our requirement is we have more than 100 task and each task should be displayed with a
unique text dynamically in Notes section.

Please could you guide us , how to achieve this?

Thanks

Madhu

Matej_Simoncic 
Discoverer 2 hours ago

 0 Kudos

Hello and thank you for your blog, i found what i was looking for. I will add that standard Function Module
COM_TEXT_DETERMINE_TEXT serves as an example to create your own for the access sequence.

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