In C4C, the followings set up are necessary.
- Setting up the HTML mashup or URL mashup to define the point of entry to MX based on customer’s requirements.
- Activating web services
- Downloading the Keystore file and upload it to MX
Embedding the MX Application inside Account/Opportunity/Quote
Setting up in C4C to export Account to MX
To create the HTML mashup, the following URL is needed to export account to MX.
- URL
- Select With Port Binding as Port Binding Type
- Select Port Binding
- Choose Additional Account Information as Port Binding
- Choose Account Internal ID as Import Field
- Choose Account Details as Screens
- Give a Mashup Name (For example, MX Account)
- Under the Configuration Information
- Place URL and replace the domain with the customer’s MX URI
- Set the Height
- Click Extract Parameters
- Change accountID parameter not to use Constant
- Select AccountInternalID
- Once all are done, you can click Preview to see the login Page of MX
- Click Activate
- Click Save and Close
Setting up in C4C to export Opportunity to MX
To create the HTML mashup for the opportunity, the following URL is needed to export the opportunity to MX.
- URL:
- Select With Port Binding as Port Binding Type
- Select Port Binding
- Choose Opportunity Info as Port Binding
- Choose OpportunityID as Import Field
- Choose Opportunities Details as Screens
- Click OK
- Give a Mashup Name (Example. MX Opportunity)
- Under the Configuration Information
- Place URL and replace the domain with the customer’s MX URI
- Set the Height
- Click Extract Parameters
- Change opportunityID parameter not to use Constant value
- Select OpportunityID
- Once all are done, you can click Preview to see the login Page of MX
- Click Activate
Click Save and Close
Setting up in C4C to export Quote to MX
In order to create the HTML mashup for quote export to MX, the following URL is needed to export account to MX where you can set uiModeEmbedded=true if you want to show the MX view inside the C4C.
- URL
- Select With Port Binding as Port Binding Type
- Select Port Binding
- Select Quote Services as Port Name
- Select Object ID as Import Field
- Select Sales Quotes Details as Screens
- Give a Mashup Name (Example. Cloud C P Q Express)
- Under the Configuration Information
- Select URL as Type
- Put the above URL
- Set the Height as 1024
- Click Extract Parameters
- Change quoteID parameter not to use Constant value
- Select ObjectID
- Once all are done, you can click Preview to see the Log In Page of MX
- Click Activate
- Click Save and Close
Once the mashup authoring is done, you can now personalize the account, opportunity, and quote page to embed HTML Mashup as an embedded MX component inside the account details view, opportunity details view, or quote details view.
Activating the web services in C4C
Before activating the web services, it is necessary to create one Communication System which will create a technical user that can be used to access web services.
- Go to Administrator → General Settings → Integration → Communication Systems
- Enter the ID (Example MX)
- Set No as SAP Business Suite
- Enter https://www.inmindcloud.com/ as Host Name
- Set Internet as System Access Type
- Enter the other information such as First Name, Last Name, Email, Phone, etc
- Set to Active
- Click Save and Close
The next step is to add a communication arrangement to the above communication system. The MX will consume the following web services from C4C:
- Query Accounts
- Query Contacts
- Query Opportunities
- Sales Quote Integration
- Manage Sales Quote In
- Query Sales Quote In
- Query Materials
- Query Code Lists
- Query Employee
- Query Business Partners
- Query Organizational Unit
- Query Object Identifier Mapping
The communication arrangements can be configured under Administrator -> General Settings -> Communication Arrangements.
- Click New
- Select one Communication Scenario (Example Query Code Lists)
- Click Next to define Business Data
- Select the System Instance ID (This is the System Instance ID that was assigned above)
- Click Next to Define Technical Data
- Select the Direct Connection as Communication Method
- Select Yes as Inbound Communication Enabled
- Select Web Service as Application Protocol
- Select SSL Client Certificate as Authentication Method
- Take note of the User ID (_MX, which was automatically created, and later this User ID will be used to generate the key store file to upload to MX).
- Click Check Completeness to see if the definition are complete
- Click Next to Review
- Click Finish
- Refresh the Page and the Query Code Lists has been added to Communication Partner MX.
- Continue the same steps for other web services used by MX except for the web service Sales Quote Integration which was pre-delivered by SAP.
Downloading C4C Keystore Files
It is important to check the certificate of web services in C4C used in MX regularly. Currently, MX needs the following two certificates to be installed inside the Keystore folder of CMIS to import, export, and synchronize the Account, Opportunity, and Quote.
- Query_Opportunity_Imported
- This is used to import Account, Opportunity, and Quote from MX.
- Manage_Quote_Imported
- This is used to export the quote back to the C4C from MX.
Downloading C4C Keystore Files for Query_Opportunity_Imported
The following will explain how to generate the above keystore file for Query_Opportunity_Imported from C4C which will be mostly used for most of the web services communication except for the web service Sales Quote Integration which needs another key store file.
- Go to Administrator → General Settings → Communication Arrangements
- Select one of the Communication Scenario setups for MX (Example Query Code Lists)
- Click Edit
- Select Technical Data Tab
- Click Edit Credentials
- Click Certification
- Enter the Password (Take note of this password as this needs to use in application.properties file inside MX)
- Click OK to download the keystore file for Query_Opportunity_Imported
- Click Save and Reactivate
- Go to the file location where the downloaded file is kept
- Rename the Download.p12 to Query_Opportunity_Imported.p12
- Upload this file to MX under the following folder
- Content Management → root → Keystore → Query_Opportunity_Imported.p12
- Take note of the Valid To as it needs to regenerate the keystore file by removing the certificate and following the same steps if expired or for any security reason
Downloading C4C Keystore Files for Manage_Quote_Imported
The Mange_Quote_Import.p12 is mainly used for Quote Integration where MX can also export data back to Quote in CFC. The followings are the steps to obtain the keystore file used for Quote Integration.
- Go to Administrator → General Settings → Communication Arrangements
- Search for Sales Quote Integration in Communication Scenario column
- Select the Sales Quote Integration Communication Scenario which is Predefined by SAP
- Click Edit Credentials
- Select the Certificate Tab
- Click Create and Download Key Pair to download the keystore file
- Enter Password and click OK (Take note of this password as this needs to use in application.properties file inside MX)
- Rename the downloaded file to Manage_Quote_Imported.p12
- Upload this file to MX under the following folder
- Content Management → root → keystore → Manage_Quote_Imported.p12
- Take Note of the Valid To as it needs to regenerate the keystore file by removing certificate and following the same steps if expired or for any security reason.
Embedding the HTML Mashup in Account/Opportunity/Quote Details View
- Navigate to the screen where the MX Application will be embedded
- Select User Profile → Start Adaptation
- Click Pencil icon on top tabs to see as shown below
- Click Add Tab
- Enter Title of Tab ( Example MX )
- Enter Section Title ( Account )
- Click Apply
- Select the MX menu from the drop-down or scroll to the right
- Click Add and Select Mashup
- Select the HTML Mashup that was configured to integrate with MX Account using URL ( See Also Section 3.1 )
- Select the Full Width
- Set 90% as Height
- Click Apply
Select User Profile and Click End Adaptation to complete the task
A similar setup can be done for other details view such as Opportunity and Quote as well by just selecting the right HTML mashup that was configured to integrate with MX.
How to add extension fields and create wsdl that includes these field
The following custom fields are customized in C4C and enable them to include in the web services.
- CPQQuoteStatus
- CPQQuoteDiscount
- CPQSalesItemDiscount
To add the extension field, you need to be in adaptation mode. Please follow the steps below to change into adaptation mode.
- Open the one of the Quote in C4C
- Click Enter Adaptation Mode under User Profile Menu
- One adaptation mode is on, click edit screen
Adding CPQQuoteStatus Field
- Click Overview Tab
- Select the pencil icon under it
- Select Header on the left panel
- Click Add Field
- Click Create Fields
- Choose Sales Quote – General Information as Business Context
- Enter CPQQuoteStatus as Technical Name
- Select Text as Type
- Select Short Text (40 ) as Sub Type
- Enter Label to display as tooltip
- Click Save and Close
Once the new extension fields are added to UI, it still needs to add those new extension fields to be included in web service responses.
To make the CPQQuoteStatus field to be inside the web service,
- Select one of the Quote
- Set the Adaptation Mode in C4C
- Select the Overview Tab
Select the pencil icon to select Header
- Select CPQ Quote Status
- Set the following property
- Hide
- Set as Mandatory
- Set as Read-Only
- Set as Visible
- Click Edit to edit the CPQ Quote Status Field
- Select the Services tab
- Click Edit
- Check Field Added to the following service description
- Sales Quote – General Information
- Sales Quote – General Information
- Click Save
Adding CPQQuoteDiscount Field
- Click Overview Tab
- Select the pencil icon under it
- Select Header on the left panel
- Click Add Field
- Click Create Fields
- Choose Sales Quote – General Information as Business Context
- Enter CPQQuoteDiscount as Technical Name
- Select Decimal Number as Type
- Define 3 as Length and 2 as Decimal Places
- Enter Label to display as tooltip
Once the new extension fields are added to UI, it still needs to add those new extension fields to be included in web service responses.
To make the CPQQuoteDiscount field to be inside the web service,
- Select one of the Quote
- Set the Adaptation Mode in C4C
- Select Overview Tab
- Select the pencil icon to select Header
- Select CPQ Quote Discount
- Set the following property
- Hide
- Set as Mandatory
- Set as Read-Only
- Set as Visible
- Click Edit to edit the CPQ Quote Discount Field
- Select the Services tab
- Click Edit
- Check Field Added to the following service description
- Sales Quote – General Information
- Sales Quote – General Information
- Click Save
Adding CPQLineItemDiscount Field
- Click Products Tab
- Select the pencil icon under it
- Click Add Field
- Click Create Fields
- Choose Sales Quote – Item as Business Context
- Enter CPQLineItemDiscount as Technical Name
- Select Decimal Number as Type
- Define 3 as Length and 2 as Decimal Places
- Enter Label to display as tooltip
- Click Save and Close
To make the CPQLineItemDiscount extension field to be inside the web service,
- Select one of the Quote
- Select Products Tab
- Set the Adaptation Mode in C4C
- Select the pencil icon
- Select CPQ LineItem Discount
- Set the following property
- Hide
- Set as Visible
- Set as Read-Only
- Click Edit to edit the CPQ Line Item Discount Field
- Select the Services tab
- Click Edit
- Check Field Added to the following service description
- Sales Quote – Item
- Sales Quote – Item
- Click Save
- Click End Adaptation under User Profile if all the extension fields supported by MX has been configured completely
How to Show Line Item Price in C4C (For External Quote)
When a quote is created inside MX and exported to CFC, that quote is considered as an external quote for C4C point of view. Therefore, the line item price of those quotes in C4C is maintained under the adjusted item prices and adjusted item value.
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