Automatic creation of interaction record

Hi Experts,
We have a requirement to create the interaction record automatically. Below is the scenario.
1. E-mail will have a subject specified with BP number, On receiving of an e-mail from a business partner(Customer)
2.The system has to pick the BP number,category from the e-mail subject
3. After the above mentioned step2 , system has to generate an interaction record automatically by taking the information from the e-mail subject.
Please provide your inputs on how can i achieve the above requirement. I am looking into ERMS, i am not sure whether it really required in the above mentioned scenario. Thanks
Regards,
Lakshmana.P

Hi Lakshmana,
There is ERMS service very similiar with your requirement: AH_CREATE_IR (corresponding class: CL_CRM_ERMS_AH_CREATE_IR). Instead of searching the BP in the subject, it tries to find it by searching with the sender email address.
So, I would create a new service based on this one (including a new class based on CL_CRM_ERMS_AH_CREATE_IR) and assigned it to my ERMS service manager profile. Then I would adapt the new class to meet your needs.
Hope that helps.
Kind regards,
Garcia

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Automatic creation of info record

Hi All ,
In my case, Automatic creation of info record is active during creation of PO and in case of standard PO, price is automatically coming during creation of PO
But in case of consignment PO, Price is not coming automatically.
Please help... thanks in advance

HI,
In Consignment PO, Price (Condtion tab) won't be there.
As per the concept of Consignment, stock will be in our premise but ownership of the stock will be with the vendor. Only when we consume from the consignment stock it will come under our valuation & the price maintained in the consignment info-record will used in this case.
Refer help.sap documentation for more details on Consignment.
Thanks & Regards,

Automatic creating a Interaction record in the WebClient

Please help! I need a way to automatically create a Interaction Record in the Web Client from a file. Is anybody know how to do this. I need to extract data from another system like R/3 and automatically load this into the interaction record, but I don't which ways to approach.

Hello,
In a SAP standard scenario an interaction record is always created. You can however control this behaviour in the "Business Transaction profile" which is linked to the "main IC web profile". In that business transaction profile you need to define a "leading" business transaction. This leading bus. trans. is the transaction that is created the moment a business partner is confirmed.
To automatically fill this "leading" bus. trans. (an interaction record in your case) you have multiple options, you can code this directly in the webclient BSP pages (eg by subscribing to the "bp confirmed" event and then fill the interaction record that is created) or in the overall system by working with events on bus. obj. To control what is initially filled there is no standard process foreseen in this flow.
Hope this helps,
Kind regards,
Joost
Edited by: Joost Stallaert on Jan 19, 2009 11:25 AM

ERMS: Creation of Interaction Record and Service Ticket

Hi All,
I am configuring the ERMS system (SAP CRM 2007). So far I am been able to get internal emails into the CRM system and the emails are getting routed to the respective agent's inbox based on the rule in Rule Modeler.
I have created rule for creating Interaction Record and Service ticket. However, Interaction Record and Service ticket are not getting generated. Also, I am not able to receive external emails (yahoo, gmail etc..) into SAPconnect.
Any input on these issues is appreciated.
Thanks & regards.

Hi Namita,
Same as the other thread, please make sure that the BP is identified for the incoming email and then only the creation of the IR/SO ERMS Actions will get executed with success.
I am not sure, whether you still face this issue ?
Thanks & Best Regards,
Vinod
Edited by: Vinod C on Mar 25, 2009 3:38 PM

Creation of Interaction Record - CTI Integration

Hello Experts,
I have an scenario with a SAP CRM-SAP CCtr( A.K.A. BCM) integration where the customer wants to see in the "Interaction History" assignment block just the Interation Records related to phone calls.
For all those IR created begining with a phone call (inbound or outbound) the interaction Record has an entrance in ET_DOC_FLOW structure with a field RELTYPE = CTIC which indicates this Interaction Record is a call phone. This is working fantastic in standard.
The problem comes with the following scenario:
If the IC Agent confirms the account BEFORE make a call, SAP CRM creates the Interaction Record document but if the IC Agent confirms the account and makes a phone call the Interaction Record has absolutely the same structures and data as if there wasn't any phone call after confirming the account.
The question is, do I have any way, structure, event, method or whatever to identify if after confirming the account there is any call made by the IC Agent?
Thanks in advance,
Emilio

Hi Lakshmana,
There is ERMS service very similiar with your requirement: AH_CREATE_IR (corresponding class: CL_CRM_ERMS_AH_CREATE_IR). Instead of searching the BP in the subject, it tries to find it by searching with the sender email address.
So, I would create a new service based on this one (including a new class based on CL_CRM_ERMS_AH_CREATE_IR) and assigned it to my ERMS service manager profile. Then I would adapt the new class to meet your needs.
Hope that helps.
Kind regards,
Garcia

How to influence automatic creation of Info record

Hi friends,
I need to avoid copying of a field when an info record is automatically created after saving a PO.
Can you advice a user exit to perform this?
thanks
Pavel

hi
please check below threads
PO without Info record Updation
Info record created in automatic?
regards
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Regarding Interaction Records Creation

Hi All,
I am implementing the BADI CRM_IC_IARECORD and write the code in BEFORE_IR_CREATE.
Here i am going to suppress the creation of interaction record if user has not pressed save button.
Could you please anybody suggest me here how to get whether user pressed save button or not.
Thanks,
Ram

Dear Prasanth,
First you define the distribution channels like this
IS-As Institutional sales.
CS-As Carporate sales.
IMG>Enterpristructure>Definition>Sales and distribution>Define distribution cahnnel.
You assign these distribution channels to your sales organisation
IMG>Enterpristructure>Assignment>Sales and distribution>Assign distribution cahnnel to sales organisation.
Set up the sales area with new distribution cahnnels
IMG>Enterpristructure>Assignment>Sales and distribution>Set up sales area.
Do the pricing procedure determination for the new sales areas
Now you can do the seperate sale to the Institutional and corporate with the selection of different sales areas while creating sales order.
I hope it will help you
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Murali.

CRM Interaction Record Activity

Dear friends,
In my business when i create follow up transaction in interaction record ,a business activity transaction is created automatically with the follow up transaction so i want to prevent the automated transaction from being automated.
Best Regards,
Mohamed

Mohammad
As Joaquin & Andrei mentioned, you can definitely suppress the creation of interaction record. The side effect of switching off the interaction record is that the content of activity clip board cannot be linked.
To overcome this we need to implement the BADI : CRM_IC_PRCSCTRL_BADI, Method : IS_LINK_ACTION_ALLOWED
This will fix the Problem.
Many Thanks
Ravindra

Interaction record supress

Hi,
I am trying to implement the BADI CRM_IC_IARECORD for suppressing creation of interaction records.The interaction record should get generated only when the user clicks on the interaction record work center.
I passed RV_SUPPRESS_IREC as true but then it suppressed the IR generation for even the interaction record work center.
What should be done in such a scenario?
Also in the BAdi when I pass RV_SUPPRESS_IREC as true and then return to service ticket i am getting a message 'Transaction Cancelled' and all fields are getting disabled.
Thanks and Regards
Shilpi

Hi Shilpi,
See below
Can the creation of an interaction record be avoided?
There is a BADI available to suppress the creation of the interaction record: CRM_IC_IARECORD
With this BADI it is possible to suppress the creation of the interaction record based on for example the interaction source (Inbox, Call List, ...). There is a sample implementation in the system that suppresses the creation of the interaction record for email interactions started from the inbox.
Be aware that without an interaction record the content of the activity clipboard cannot be linked when the interaction is ended.
When creating a dependent business transaction this BADI should not be used to suppress the creation of the interaction record as the interaction record is necessary for the creation of dependent business transactions. If this BADI would be used to suppress the interaction record, then the creation of a dependent business transaction will fail. - This could explain why your ticket creation is failing.
This is a copy from the following link
/people/gert.tackaert/blog/2008/09/04/everything-you-need-to-know-about-the-interaction-record-in-the-crm-interaction-center
Hope this helps,
Shiloo

Not directed to Interaction Record automatically after confirmation of BP

Hello Experts,
i'm currently working on a requirement to direct a user to the Interaction record creation view automatically after confirmation of an account and installed base. Consequently i have maintained following customizing setting within our account identification profile:
Account Navigation:
Object type = BT126_INR, UI Action = D
I have tested the following scenario's:
1. In case when i confirm an account AND installed then automatically the Interaction Record create view is being displayed --> OK.
2. In case when i confirm an account which is not linked to an Installedbase then nothing happens. --> NOT OK
3. In case when i confirm an installed base and the related account afterwards then nothing happens --> NOT OK
Can you explain why in situation 2 & 3 i'm not directed to the Interaction Record create view?
Regards, Sander

Hello, Sander.
First of all identify which view and component you use while confirming partner (e.g. which view/component Confirm button belongs to).
In general it should be ICCMP_BP_DETAIL component and one of its views: BuPaDetail, BuPaDetailB2B or BuPaMixDetailB2B.
For instance, let's take a look into BuPaDetail (for other views procceed in the same way).
In its event handler EH_ONCONFIRM there is such code at the very end:
* process further steps
CALL METHOD me->process_after_confirm
   EXPORTING
     ir_bupa_controller = lr_cucobupa.
ENDMETHOD.
Let's go futher and step into this method process_after_confirm. Here the check is started.
* navigate only if ibase has been confirmed or if ibase is not selected in customizing
lr_objcomp_cust = ir_bupa_controller->get_objcomp_cust_instance( ).
CHECK lr_objcomp_cust IS BOUND.
lt_bpcodeta = lr_objcomp_cust->get_bpcodeta( ).
IF lr_objcomp_cust->objcomp_defined( ) EQ abap_false.
   lv_navigate = abap_true.
ELSEIF ir_bupa_controller->is_product_confirmed( ) EQ abap_true.
   lv_navigate = abap_true.
ELSE.
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   IF sy-subrc <> 0.
*      auto search is not set for any component
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   ELSE.
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       lv_navigate = abap_true.
     ENDIF.
   ENDIF.
ENDIF.
And after that the system creates objects for navigation. In the above code they check settings made in SPRO -> CRM -> Interaction Center WebClient -> Master Data -> Define Account Identification Profile.
Hope this will help you.

Deactivate automatic interaction record

Hello!
I want to deactivate the automatic interaction record because each time that I do something an interaction is created, i would like to avoid it. Anybody knows how to do it??
Thanks in advance
Regards.

Hello Bitabita,
As soon as you click on End Interaction Button on top of the screen, no matter whichever screen you are on, it creates an Interaction record in the backend. This behavior is intentional by SAP for multiple reasons. If you still want to avoid creation of IR in the back end when you press End Interaction Button, you can do the following:
You must create an implementation for BADI: 'CRM_IC_IARECORD
In Method, BEFORE_IREC_CREATE , write this code at the first line:
rv_suppress_irec = abap_true.
This will make sure that your interaction record doesn't get created.
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Vishal

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Has anyone been successful in performing this function?
What are we missing?
Thank You.
Ruthie

Hi,
Simple,
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2. Go to AOLA select layout you found out at 1st step, then double click on 'Tab Page Titles'.
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after doing this you will be able to find 'equipment' box under allocation.
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Asset Accounting --> Master Data --> Automatic Creation of Equipment Master -> Specify Conditions for Synchronization of Master Data
In this step, under the box 'Edit Asset Master Record' mention,
Create Equipment 2 Direct Synchronization after saving
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How to trigger an SMS after creation of Activity / Interaction Record

Dear Experts,
Our Client requirement is to trigger an SMS immediately after creation of an Interaction Record. I want to define an Action for this.
But what processing type should I use for SMS, (like Method Call, Smart Forms Mail / Fax / Print and Workflow). We are using an external service provider domain to send SMS to our customers. It has been configured in SCOT.
But from CRM configuration front there is no specific processing type for SMS. then how system reads telephone number from the BP master.
Kindly help me to resolve the issue, your suggestions will be highly appreciated.
Best regards
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Raghu,
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Sunny

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Automatic creation of interaction record

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