Hi,
I'm working on CRM report development in BW. Below is the normal CRM flow:
Business Partner - Lead - Activity* (for example customer visit) - Opportunity
Note: Activity can be created at any stage. In system customer visit can be directly created once business partner is established or can come from lead.
Currently CRM reports are derived from below datasources:
0CRM_LEAD_H - Lead
0CRM_OPPT_H - Opportunity
0CRM_SALES_ACT_1 - Activity
Individual queries built on it works fine. To link these objects I'm using infoset with business partner as link.
Issue
Now issue is business wants to see the flow GUID wise.
Expected Scenario:
| Business Partner | Lead | Activity | Opportunity |
|---|---|---|---|
| BP1 | L1 (L1GUID) | Followup (A1GUID) | Open (O1GUID) |
| BP1 | L2 (L2GUID) | Interaction (A2GUID) | Open (O2GUID) |
| BP1 | L3 (L3GUID) | Customer Visit (A3GUID) | Won (O3GUID) |
In current BI scenario due to linking with business partner I don't get the link of GUID. Business partner linking will give the view of lead, activity & opportunity as separate objects but it will not give which opportunity got created against which lead. In CRM we have program CRM_ORDER_READ which gives succeeding & preceding IDs & thus the objects.
Question:
1) Do we have any standard datasource which will give me link as we get in CRM_ORDER_READ? If not then is the datasource enhancement the only option?
2) It is quite possible that I may not have Lead but customer visit activity is directly created. In such scenarios my succeeding & preceding objects will change. How to dynamically determine in BI? If I create an infoset then clearly I need to link the succeeding or preceding GUID with certain infoprovider in BI, can I make it dynamic. One option is while enhancing the datasource create separate columns for succeeding/preceding based on objects, for example Succeeding Activity, succeeding opportunity etc.