Account identification to Activities

Hi there.. I'm trying to use the sales view in the IC WebClient.
But I cannot get the BP from the Account Identification.. Only for the IC views.
Is there any solution to get the BP from the Account Identification and paste it into an activity???
Thanks

Some times later... but well.. this is a customizing at SPRO.

Similar Messages

IBase search result list not showing in Account Identification

Hi Gurus,
I'm new to CRM and we have an upgrade issue. We just migrated to EHP3 for SAP CRM 7.0. After the migration, the installed Base result list is not showing in the Account Identification screen. We have the requirement to show the installed base on the right side of the confirmed account and also the result list in case the customer have multiple equipments. The first part is working correct and it shows the data if there is only one equipment with the customer. But in cases where there are more than 1, the installed base view shows blank and also the result list does not show. Instead the Interaction History is displayed. I have checked all the forums and the config and it all looks correct. Here is the list of config that we have
1) I have the Account Identification Profile created and assigned the Object Component 'ICCMP_IBASE' to it with Auto Search checked ON. This I believe is for the IBase Details which is working fine for single equipments.
2) Function Profile 'BPIDENT' with value of the Account Identification Profile has been assigned to the Business Profile.
3) The Installed Base Profile 'DEFAULT_TREE' has been updated to UNCHECK 'Display Tree' as we want the result list.
4) Function Profile 'IBASE' with value 'DEFAULT_TREE' has been assigned to the Business Profile.
Am I missing something? The exact same config works perfectly in a box that has not yet been upgraded. Any help would be appreciated...

Hi,
I tested this issue and I can reproduce it in my environment. However, as far as I know, this behavior won't affect the usage of the address book.
I searched the internal resource but I cannot find a bug report regarding this issue. If you have any suggestion about this issue, you can submit a feedback via:
http://office.microsoft.com/en-US/suggestions.aspx
Best Regards,
Steve Fan
TechNet Community Support
It's recommended to download and install
Configuration Analyzer Tool (OffCAT), which is developed by Microsoft Support teams. Once the tool is installed, you can run it at any time to scan for hundreds of known issues in Office
programs.

How to get Account identification number in a ZVIEW ( Empty View )

Hi ,
I created a ZVIEW in component ICCMP_BT_IRHIST from an existing standard view in this component im navigating to ZVIEW. In the Zview i want to get the account identification number.In the ZVIEW
I am writing this part of code
<%
data: lv_account_name type string,
        lr_entity       type ref to cl_crm_bol_entity,
        lr_cuco         type ref to CL_CRMCMP_B_CUCOBUPA_IMPL,
        lv_account_id   type string,
        lv_account_type type string.
TRY .
        lr_cuco ?= controller->get_custom_controller( 'CRMCMP_BPIDENT/CuCoBuPa' ).
    CATCH cx_sy_move_cast_error.
      RETURN.
ENDTRY.
check lr_cuco is bound.
lr_entity ?= lr_cuco->typed_context->SEARCHCUSTOMER->collection_wrapper->get_current( ).
check lr_entity is bound.
lv_account_name = lr_entity->get_property_as_string( iv_attr_name = 'BP_NUMBER' ).
%>
eventhough lr_cuco is bound lr_entity is not getting populated.
as a result im not able to get the account identification number in the ZVIEW.
Any suggestions on this ...................
Regards,
Sijo.......
Edited by: sijokjohn85 on May 7, 2009 3:12 PM

HI,
I have a similar kind of Issue and would like to k now How you resolved the issue.
I have two standard components, I am trying to read the custom controller of Component-1 in component-2.
The Object is bound but the value is empty, Similar to what you experienced.
Any tips will be really helpful.
Cheers..

IC Webclient Enhancement - Account Identification

Hi Experts,
I have a requirement to include a new view in the Account Identification screen, and it is not working. I have explained the requirement and my steps below. Sorry that it is lengthy, I thought of providing all the details.
I have the following scenario:
In IC Webclient Account Identification, I need to call a custom view (built in a custom component) on clicking the confirm button on Ibase component. This is how it should work:
i) Launch IC webclient sales role, account identification is the default screen. This is component CRMCMP_BPIDENT.
ii) Search for an account and confirm an account. The component and view displaying the account information is ICCMP_BP_DETAIL/BupaDetailB2B
iii) The Ibase is already setup, so on confirming an account, the corresponding Ibase components are shown in the result list. So, we select an ibase component. The selected Ibase details is shown in ICCMP_IBASE/IbaseDetails
iv) On clicking the confirm button on the ibase, a new view should be shown below the Ibase view. Component and view is ZCOMP/Myview
I am unable to see MyView as in step (iv).
I have done the following:
Component ZCOMP:
i) Created the component ZCOMP and created a view MyView
ii) Created an inbound flag "IP_DEFAULT" in the MainWindow (default window).
iii) Exposed the window and inbound flag in the component interface
Component ICCMP_IBASE:
i) Enhanced the component and its view IBDetails (as this view contains the confirm button).
ii) Created an outbound plug in the view. Plug = "CALLORDERSCREEN".
iii) Created an outbound plug in the window containing this view. Plug = "DMSORDER".
iv) In the OP_CALLORDERSCREEN method, code as below:
DATA: lr_window TYPE REF TO cl_bsp_wd_window.
lr_window = me->view_manager->get_window_controller( ).
lr_window->call_outbound_plug( 'dmsorder' ).
v) Under the window method OP_DMSORDER, coded as below:
fire_outbound_plug( iv_outbound_plug = 'dmsorder' ).
vi) Redefined the method "EH_ONCONFIRM" for the event "ONCONFIRM" in the view.
vii) In the redefined method EH_ONCONFIRM, coded as below:
IF lv_cucobupa->is_cp_selected( ) EQ '0' OR lv_cucobupa->is_cp_selected( ) EQ '1'
      OR lv_cucobupa->is_cp_selected( ) IS INITIAL.
     op_callorderscreen( ). " Just added this line and commented the below line. Rest ofcode is same
*    gr_window->call_outbound_plug( 'interactionhistory' ). "#EC NOTEXT
ENDIF.
viii) Exposed the outbound plug "DMSORDER" in the component interface.
Component ICCMP_BPIDENT:
i) There is already a component usage for Ibase. Added the outbound plug "DMSORDER".
ii) Added the new component ZCOMP in the usage and added its inbound plug "DEFAULT".
iii) Since the view MyView needs to be displayed below Ibase view, I did as below:
Created a new view area "Order" under the viewset CRMCMP_BPIDENT/BuPaIdentifyCustomer and added my view under this viewarea. Also, made the position changes in the view layout of CRMCMP_BPIDENT/BuPaIdentifyCustomer (BuPaIdentifyCustomer.htm)
iv) Created a navigational link as below:
ID = "dmsorder"
Source View = Window of ICCMP_IBASE containing the view IBDetails
Outbound plug = DMSORDER
Target view = MainWindow of component ZCOMP
Inbound plug = DEFAULT
I put breakpoints in each of the plug methods.....and found the following:
i) The method OP_DMSORDER in component ICCMP_IBASE is being called from the Ibase component plugs.
ii) The method IP_DEFAULT (which is empty) in component ZCOMP is being called as well.
But, I still cannot see the view!
Please let me know what I am missing here.
Thanks in advance.
Regards
Vicky

Hi,
it is hard to analyse this remote with no access to the system.
I suppose the new component you created is working --> You tested it stand alone?
As the inbound plug of your view is called the component setup is most probably correct. The navigation is working. There are two things I might suspect a problem:
1. The viewset in the ICCMP_BPIDENT is not set up correctly. Check the HTML and runtime repository again
2. During view creation something goes wrong. Thus the view is not created.
Perhaps you can create a blank view in your Z component and just put some html code
<h1>Hello World</h1>
on it. Now put this in the window of your Z component as default in the runtime repository.
cheers Carsten

Max number of Hits Account Identification

Hi all,
we are currently having the problem in IC that when somebody try to identify an account of an BP with more that 100 related sold to parties, that no account is displayed because of the standard max number of hits 100.
I have found the path to customize this in the SPRO but this sentence in the SAP help is making me some headache:
The higher the number you enter here, the more results the system will search for, and in turn, the more performance is affected. The maximum number of hits that the system allows is 100, which is also the default value.
I understand the point of the performance, but does this mean that the performance is also affected the account identification of the other BP with less than 100 related sold to parties?
Can anybody help in this issue?
We are working on CRM 5.0.
Regards
Abosi
Edited by: Abosi_3li2 on Feb 8, 2012 11:08 AM

Hello
The bug of nothing displayed if over 100 accounts are found is solved with [SAP note 1467929|https://service.sap.com/sap/support/notes/1467929.]
The code you are referring to is:
IF bpident_profile-max_hits IS INITIAL.
max_hits = 100.
ELSE.
max_hits = bpident_profile-max_hits.
ENDIF.
It means that, if blank, 100 hits is considered. You can modify the customizing up to 255 results since that is the limit of accounts to be found.
Regards
Joaquin

Using Employee numbers in Account Identification Screen

Hi Experts,
I have a scenario where I want agents to create complaints for Internal Employees of a company.
For this, I want those Employees to be searched in Account Identification Screen, so that after confirming the Account, Agents can create Complaints for them.
Is this possible in SAP CRM 2007?
Right now I am not able to search for employees in Account Identification Page.However, if we assign a role Consumer to employees which is CRM000, we are able to search them, which I don't want to do.
Because we are using HR Distribution Model. Everthing about agents are created by using this model.
Is there any way to do this?
Thanks and Regards,

Hello,
There is actually a separate Account Identification setting that can be used to enable the standard Employee Interaction Center functionality, allowing agents to search for employees by employee ID, create employee requests (a special kind of service ticket) and access backend HR employee data.
Best regards,
John

Error in Account Identification work center - Type = SYSTEM_ERROR, ID = ERR

Dear Experts,
I am getting an error in the initial Account Identification tab like "Type = SYSTEM_ERROR, ID = ERROR_SESSION_INIT, description = 16AA9A3937A9BB56E10000000A11447B". But surprisingly its disappearing when i give some input in any field.
But our clients dont want to see Blood (red) in the screen. Could you please provide some input why this error is coming and how sort this out.
Thanks in advance.
Cheers
MH

Hi,
This is the only error message that is raised in the screen? Try to check if have any relevant errors in trx. ST22 or in trx. SM21 and post here for a further analysis.
Best Regards,
Caíque Escaler

Error Message in IC Webclient BP is confirmed in Account Identification

Hi Gurus,
I am facing this error message .
Once an Account ID is entered in IC Web and CONFIRM button is pressed in account identification tab, then this message is displayed.
"Error occurred in class CL_ICCMP_CUCOIREC_IMPL, event InteractionStarted" and
"Error occurred in class CL_ICCMP_CUCOIREC_IMPL, event BPConfirmed"
Please guide me the solution for this.
Thanks,
Bhushan

Hello Gert.
Please forgive my ignorance, but I am working on an upgrade from 6.0 to 7.0
I will not tell the whole story but for a Business Role, the role config key was wrong. when I corrected this, a lot of views were corrected but I started getting this error. and just for this particular profile.
All three profiles, Role config key, Layout profile and technical profile are the same for several IC Agent profiles, but just the one that had it mistakenly different is causing the problem.
what would you advise? or should I create a note?
Thanks!
Juan P. Lanzagorta

Account Identification Profile in Web IC UI

Hello All,
I am new to Web UI 2007. I have an issue in displaying Account Identification in WebIC.
I have created a Account Identification Profile( Just like the way in 2005) and assigned it to BPIDENT function profile in Business Role.
When i start IC Agent Business role in UI The Account Identification Workcenter displays en exception and a Result List with no results.
The Exception says
BSP_WD_EXCEPTION_DISPLAY Checkpoint group is inactive. I went into SAAP TCODE and activated the checkpoint still its displaying the same warning.
I need some help
Thanks
Amar

Hi Amar,
Use Transaction SAAB to put "BSP_WD_EXCEPTION_DISPLAY" under the checkpoint group and activate. There will be another sceen that will come up, check the option Log and then save.
After you save log off and relogin.Now whatever error/exception you will be getting will be on the UI itself.
Regards,
Harshit

CRM View Deletion and modification for IC agent Account Identification

Hi Experts,
I have created a view copying the standard view from the IC agent Role. The view copied is the Account Identification view.
The view has been moved to produciton and was working fine in produciton. Now unfortunately it has been deleted in the
Developement system. Now the same view has to be enhanced. So i have copied the standard view again and created the view with <default> and the component object as BPSearch.
Now when I move the Transport across the clinet the enhancement or adding new feilds to this view is not reflecting in the other clients.
I find that the same context id, roleconfig key, object id is maintained. But still the view is not getting overwritten by the enhanced view in the Quality system.
Please advice what went wrong, or suggest how to correct this issue.
Regards,
karthik J

Hi Karthik,
You can solve this as Andrey suggested.
You have mentioned overwriting the view. May be I can throw some light here. Basically it is not overwriting
that is happening with Transport request. Instead it will do the delta changes from the previous version
existing in the systems. In your case, though you maintained same settings, there could be some settings
which differs because you created a new view after deletion. Due to that, in the quality system, it cannot see
the same previous version as there is a mismatch. Due to this mismatch, it will be ignoring the changes
as it cannot not know what is the delta because the previous version is not matching.
Other way to solve this problem is, delete the view from the quality system and transport the same from
the development system again.
Regards,
Leon

Reg b2b and b2c in account identification in webclient

Hi gurus,
is there any provision to use both b2b and b2c in account identification profile in a webclient profile.
Thanks in advance.

Hi,
This is a standard functionality in CRM2006s, but i doubt that it exists in standard in the lower versions
Regards
Rekha Dadwal

IBase linking with Account Identification

Hello,
Can I know the configuration involved if I'd like the Account be linked to the IBase in WebClient?
Meaning to say, when an IBase is confirmed, it auto populates the Account information or when an Account is confirmed, the IBase related to the Account is displayed?
Thank you.

Hi,
First, you need to create your Ibase and add partner information (IB52 - Change Installed Base ->Goto>Partner ). In this path, you need to complete partner with function Ship to Party and Sold to Party.
Second, your Interaction Center Profile, need to have correct configuration for search installed base. SPRO> Customer Relationship Management> Interaction Center WebClient> Master Data> Accounts> Define Account Identification Profiles. In this path, please ensure that "Ibase search partner" has an entry (customer, contact person or both).
After that, in IC when you select a Ibase with partner, system automatically found BP and confirm.
Regards,
Lyda

Account Identification - Partner related products

Hi all.
We are implementing CRM 2007 IC Webclient and are quite surprised to see that there is no standard component that shows all products from master data that are linked (through stadard relationship type PRDBP) to the confirmed BP, but only the related IB and its components.
Does this component exist and we have not found it? If not, could you please guide us in order to create a new component that may offer this functionnality?
Thanks in advance.
Regards.

Hi
Here is how it works:
1. Account Identification: Customer contacts you and you identify the account using phone, name etc. You confirm the account and if there is a IBase it will be determined automatically.
Note: Now this customer is in Context for all transaction created during the session. The session will end when you select "END " button on the toold bar. Untill then you cannot confirm another Customer.
When Customer and IBase are confirmed you'll navigate to Interaction record automatically. You need to maintain following details to navigate to Interaction record automatically on "Confirm".
IMG > CRM > Interaction Center WebClient > Master Data > Define Account Identification Profiles
Select your profile and Account Navigation enter values for fields:
UI Obj. Typ = BT126_INR
UI Action = B
2. Interaction record: The identified account is transferred to Interaction record and related partners are determined using partner determination procedure.
You'll need to maintain Assign Partner Functions to Business Transactions to resolve your 2nd question:
IMG > CRM > Interaction Center WebClient > Business Transaction > Assign Partner Functions to Business Transactions
Here maintain the following entry:
Trans Type = Interaction record
Customer Partner Function = Sold to
Contact Partner Function = Contact person
Agent Partner Function = ICAGENT
I hope this resolves your issue.
Rupesh

Account identification inside of Service role.

Hi,
we want to use some functionality of IC Role IC_AGENT (Account Identification, Creating customer request using IBAse and partner data ), inside of WEBClient business role SERVICEPRO.
Dose som boby knows, which parts of IC role should we use?

Hi Arden,
I had tried setting the account identification grouping value to blank, but unfortunately this did not work.
However, I have debug the code for this functionality and found that the collection set for the grouping selection field 'bp_group' always happens through get_val_for_partner_grouping method of class cl_crm_ic_bp_cust. Also, I have redefined the method 'create_partner' of class cl_crmcmp_b_bupacreate0_impl and it works fine. Now, user selection for grouping works perfectly.
Thanks
Nilesh

Account Identification

Hi Experts,
I need to display some customer detials along with the Name in Account Identification.
For example Cust Name ( Platinum) or Cust Name ( Gold )
Please guide me ..how to do this ..
Regards,
Roopas.

Hi Roopas,
Go to this Component ICCMP_EMP_DETL and View: BupaEmpDetail
In the Event Handler: ON_CONFIRM check the below code ..
confirm
lr_cucobupa->bp_confirm( lr_entity ).
Double Click BP_CONFIRM
In this method check for
fill context area
fill_caller_display( iv_customer = bp_entity
iv_contact = cp_entity ).
From the above mentioned method, the Customer Name is Displayed.
You can enchance this method according to your requirement.
Regards,
Raghu

Account identification to Activities

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