Automatic Identification of Business Partner in Web IC

Hi,
We have a new external software vendor(CTI) who is providing IVR for our SAP enviorment. Our goal is to find the BP automatically in the Web IC. How ever it is searching the based on Caller Phone Number.
The external Vendor(CTI) is sending the Phone Call Changed event , it is hitting 3 times in the SAP & after that in the Web IC environment , it is going . There we have the class CL_CRMCMP_B_CUCOBUPA_IMPL. & trying find the BP based on Caller phone number, because it is thinking there is no Internal & External CAD data.
We are getting BP GUID in the phonecall_changed event, but still Web IC is searching through Caller Telephone number.& says " No Account Information Found".
We are not sure where is the issue is. Is the external CTI vendor should take care of this? OR we have to change this in SAP.I do not agree with the second option, because with the same settings(code & config) it is working with previous CTI vendor.
We have a live system by other CTI vendor, which is working fine with same code & configuration in SAP. Now we are changing the vendor & implmenting our contact center with new vendor(New CTI system).
WE have not used App ID & XSLT program in the current Prod version, but still it is working.
So if we are getting the BP guid in the CAD in the function module phonecall_changed, why in SAP it is searching through Telephone(Caller number)? It is thinking that Internal & External CAD is empty.
Pls suggest what we are missing here.
Thx so much for your help.
Thanks.
Sarma

Hi Sarma,
Check that the capability list for the phone changed event includes the capability for "reading CAD". You can see this in the ICI trace of that event. Check the ICI Specification document for the meaning of the capabilities and if the capability for "reading CAD" is missing, that may explain the issue if you are sure the rest of your config is correct.
What vendor are you using?
Sincerely,
Glenn
Glenn Abel
Covington Creative
www.covingtoncreative.com

Similar Messages

Error while searching for Business Partner in Web UI

Hi,
While searching for the Business Partner in Web UI either by First Name, last name or Account ID, we are getting following error:
Cannot display view BSPWD_BASICS/ErrorView2 of Component CRM_UI_Frame
An exception has occured
Exception class: CX_BOL_EXCEPTION - Access previously deleted Entity
Method: CL_CRM_BOL_ENTITY=>GET_ROOT
Source Text Row: 12
When the business partner blind search is given (i.e. by entering *), all the business partners get displayed without any problem.
Also, this problem occurs only for some business partners and NOT ALL.
This problem, has also been observed sometimes when an IBase entry is created in the background.
We are not quite sure whether notes, 135814 & 1515327 will help us in this regard, as the root cause is still unknown.
Could anyone suggest possible causes and solution for the same. We are on CRM 7, using the standard business role.
Thank you in advance.
Regards,
Chhaya

Hi Shiromani,
We have observed that this problem is peculiar with the data records attached to IBase ONLY. It means, if we process them further e.g. create a contract for the Business Partner after attaching the IBase, this problem doesnt occur. Then we are able to search the BP without any error.
In short, when an IBase is created for a BP, and if a search is given for such BP, the error given in the first thread occurs, But when an IBase is created and immediately after that a contract is attached to the BP, and if a search is given for such BP, then there is no error.
We are still further investigating the root cause. But any suggestion/inputs are welcome.
Thank you.
Regards,
Chhaya

Automatic creation of Business Partner

Is it possible to create business partner master data automatically in SAP FSCD when the claim payment is generated from Non-SAP claim system, if yes then how do we set this up.

Hi Jon,
Appreciate your feedback on this.
My idea is not to provide specific function modules but to give an approach in solving a problem or satisfying a requirement.
Here I have cited some examples of FMs to help out. There may be many more depending on the version and release level.
for e.g
taking the example of finding relevant BAPIs to create BPs. We can proceed to SE37 and typing BUPA* and on hitting F4 will bring up a list of create BAPIs which are many in number and it is up to the SAP consultants to choose the relevant ones depending upon the requirement or issue faced.
The more methodical way is to navigate to transaction BAPI-> Cross Application Objects, another way is to proceed to SW01 -> BUS1006 -> Methods.
As you can see there are even various ways to proceed and find BAPIs... in the same way there are various FMs to satisfy a requirement or resolve an issue.
Anyways I hope that the BAPIs which you have recommended works out in the best possible manner
Thanks,
Sagar

Sending E-mail to Business Partner from Web IC

Hi Folks,
I am having some questions regarding sending an e-mail to a Business Partner (BP) from the Web IC 5.0.
When identifying a BP and then go to the work area of E-mail and selecting an email form/template we get different information populated into the e-mail depending on if the BP has a contact person or not.
If the BP has a contact person, information from the contact person will be populated into our placeholders for attributes (such as Title, First Name, Last Name etc).
If the BP doesnu2019t have a contact person, information from the BP will be populated into our placeholders for attributes (such as Title, First Name, Last Name etc).
Is this standard functionality in SAP?
Is there any way to turn it off, i.e. always take the BP information regardless if a contact person exists? Where can I find documentation regarding this ??
Regards,
Alexander

Hi Alexander,
everything depends on how you have set-up your email templates. These email templates can take data from the contact person or account.
Regards
Gert

Caller identification for business partner inactive.

Hi Guys,
When you receive a call from a business partner with status "inactive" or lock "Central block", system automatically identify business partner using ANI. However business partner is marked like "Inactive" because is a old record and this telephone number possibly is from a new business partner.
How system can only identify business partner active using ANI?
Regards,
Lyda

Thanks,
Can I enhacement this method, but which is the Class?. Or inside a BADI?
Regards,
Lyda

Archiving business partner from web UI

Hi All,
How do I make a business partner status to 'Archive' from web UI? In BP transaction I can see the 'Status' tab where i can make the BP 'Archived'. I could not find a Status assignment block for accounts in web UI. Any idea?
Thanks
Sreejith

Hi Andrei,
Thanks for the reply. Is it that this attribute is not exposed on the UI by default? I am using SALESPRO role and I can't find this attribute on the UI? Do I need some other role to see this attribute?
Regards,
Sreejith

Send an automatic email to business partner when i create a new service call

HI,
I NEED TO SEND AN EMAIL TO BUSINESS PARTNER AN AUTOMATIC WHEN I CREATE A NEW SERVICE CALL
I USE SAP BUSINESS ONE 8.82 PL 15
THANKS..

Ivan te adjunto mi código del SP me emite el msg de error:
" Msg 14607, Level 16, State 1, Procedure sysmail_verify_profile_sp, Line 42
profile name is not valid
(1 row(s) affected)"
Me arroja un valor 0.
Adjunto mi codigo del SP:
USE ["MiBase de Datos"]
GO
/****** Object: StoredProcedure [dbo].[Emails_send] Script Date: 04/14/2015 13:35:59 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
ALTER PROCEDURE [dbo].[Emails_send]
AS BEGIN
EXEC msdb.dbo.sp_send_dbmail
@profile_name ='MyMailAccount', (Asi se llama el perfil en donde esta config mi mail)
@recipients ='[email protected]',
@subject ='Orden de Servicio',
@body ='Llamada de Servicio',
@query ='SELECT T0.[ItemCode], T0.[ItemName], T0.[FrgnName]FROM OITM T0 WHERE T0.[ItemCode]= ZF122SM02IDQ',
@attach_query_result_as_file = 1, @query_result_separator =';',
@query_result_no_padding = 1, @exclude_query_output = 1,
@query_result_header = 1,@query_attachment_filename ='LlamadaServicio.pdf'
END

No automatic Confirm of Business Partner requirde

Hi,
I have generated a Call-List for Organizations with and without Contact Person`s.
Using next Call the System confirms the selected Business Partner from the Call-List (without or with the Conatct Person) automatically.
Where can I set the Customizing so that I have first the Possibilty to select a Contact Person for the Organization manualy and then confirm it.
Thanks and regards,
Andreas

Under call list profile , uncheck the 'Auto prepare' flag
spro-> crm-> interaction center webclient -> additional function -> call list -> Define call list profiles

Error Business Partner Synch - Web Tools 2007 PL 01

Hello everyone,
I recently upgraded to Web Tools 2007 PL 01 (from 2007 PL 00) and my business partners do not synch from Web Tools to B1. I receive the following error:
Object reference not set to an instance of an object.
at NetPoint.SynchSBO.SBOObjects.SBOPartner.NetPointToSBO(NPQueueObject qData)
at NetPoint.SynchSBO.SynchObjectBase.Synch()
Anyone have any suggestions? Everything else seems to be synching fine.
Thanks for your assistance,
Kristen

Hi Kristen,
This appears to be a bug.
This thread may be helpful, if you haven't already read it.
Problem synching B2C accounts

Also problems in automatic generation of business partner no.

Hello,
I've studied all the entries in the forum concerning automatic BP no. generation, but I am getting
the internal error 8180 with the follwoing script:
if $[ocrd.cardtype] ='S'
begin
select CAST ((MAX (CAST (T0.CardCode AS Numeric)) + 1 ) AS VARCHAR) from [dbo].[ocrd] T0 where T0.cardtype = 'S'
end
else
begin
select CAST ((MAX (CAST (T0.CardCode AS Numeric)) + 1 ) AS VARCHAR) from [dbo].[ocrd] T0 where T0.cardtype != 'S'
end
Our GP Code starts with 2701000000 for customer and leads and 2702000000 for suppliers. Related companies have external numbers like 0009000100 with leading zeros.
Can anyone help ?
Thanks in advance.
Michael

Hello,
finally I've asked a B1 consultant and got the followiong query as solution:
SELECT CAST((MAX(CAST(T0.CardCode as numeric)) + 1) AS varchar) FROM [dbo].[OCRD] T0 WHERE T0.CardType IN ((SELECT CASE WHEN $[OCRD.CardType] <> 'S' THEN 'C' ELSE 'S' END) UNION (SELECT CASE WHEN $[OCRD.CardType] <> 'S' THEN 'L' ELSE 'S' END)) AND T0.CardCode <> 'a'
Michael Benner

Automatic Creation of Business Partner from Customer

Hello,
I'm creating automatically BP using Tcode FLBPD1 (singular) and MDS_LOAD_COCKPIT (massive).
I don't want to see some fields of customers in BP master data. Is it possible exclude this data before execute automatical creation?
Thanks!
Best Regards!
Nicola

Hi David,
If you are creating customers from BP. i.e. first the BP will get created and then customer gets created, the way system behaves is that it creates the BP and get a number is generated for it, then it goes and create a customer with the same number by passing the number already created as BP.
So the number range for BP should be internal and for the customer account group should be external. you might need to create a different customer account group for REFX customers.
Assumption: same number range tick is selected in the assignment where we assign the BP group and customer account group.
Regards,
Deepak M

Automatic business partner reconciliation

Hi reconciliation experts,
We have recently upgraded to version 2007A and have heard that the reconciliaton engine is much improved. We are hoping it will resolve what has been a difficult task for us up until now. At any one time we have a large number of business partners with a zero current balance and a number of un-reconciled transactions. We can reconcile these manually through business partner internal reconciliation and selecting all the transactions. This seems like a job better suited to a computer than a person so we would like to do this process automatically. I have tried the automatic option on Business Partner reconciliation but it doesn't do any matching. The amounts of the credit and debit transactions may not match but they total to zero. Can this matching be done automatically? How?

Dear experts,
I am also facing one problem with automatic business partner reconciliation.
The system actually posts any differences found during the transactions reconciliation, to the General Ledger 'automatic' reconciliation account!!! That's the opposite of the 'manual' reconciliation of payments, where no posts are made.
I want to know, if there is any way to run the 'automatic' reconciliation without having posts in my general ledger accounts, so to act like the 'manual' one where no G/L accounts are modified.
That is why if we have posts, they count like additional paymens from the customer, and their value decrease the open balance, which is false.
Thank you in advance..

Business partner not created in FSCM

Hi,
I have a problem where in creating customer master data in FI creates a business partner in FSCM for all the payers except in the case when partner functions(sold-to, ship-to) on the sales area tab of the customer master record are populated. I do not know why this is the case - why would partner function fields on the customer master record break the automatic creation of business partner in FSCM?
Helpful answers would be rewarded.

Hi
We dont have any problem by entering the Industry field in the customer master for the creation of the business parter for FSCM. May be you need to check what are the parameters that will be passed on for creating a business partner from the customer master.
Thanks
Ashok

Setting required to create Business partner record in SAP GTS for the customer who transferred from the SAP ECC system

Dear Experts,
Can you please suggest me list of activities require to automatically create Business partner record in SAP GTS for the customer who transferred from the SAP ECC system .
i.e If I create the customer master record and transfer the same CMR to SAP GTS , what are the setting requires to maintain in SAP GTS sytem to automatically create the Business partner .
Ram

Hi Raghu,
Below are the main settings required to enable you to transfer Customer Master Data to SAP GTS. Please note that their is a difference between, Customer Master Record and Customer Master Data in terms of data and for GTS, we transfer Customer Master Data. Hence, below are the settings required:-
In SAP ECC system:-
Activate the change pointers for Customer Master Data apart from enabling basic connection settings.
Schedule a job to run at regular intervals to transfer all the customer master data for the available change pointers to the SAP GTS system
2. In SAP GTS system:-
Maintain the Mapping for ECC Customers to SAP GTS Business Partners in the General settings area of the SPRO in SAP GTS system
Ensure that the Number range is maintained for those GTS Business Partners.
Also, some time you may be required to maintain the organisational structure to ensure full working.
I hope this will be helpful to you.
Regards,
Aman

Creation of Business Partner with External BP #,ID type and Identifications

Hi Group,
I have a query on creation of Business Partner with External BP #,ID type and Identification # (along with the Firstname,Lastname,Email, Phone & etc.,) things.
the thing is that I was using a BAPI called "BAPI_BUPA_FS_CREATE_FROM_DATA", to create a BP and I was not able to have an option available for these things (External BP #,ID type and Identification # ) along with that BAPI.
So please kindly let me know how these things can be fetched from a BAPI which can accomodate all the above things mentioned.
Please kindly let me know how it can be achieved.
thanks in advance.
Regards,
Vishnu.

Hi Gerhard,
Infact this reply was very useful, but ,while using the BAPI "BAPI_IDENTIFICATION_ADD" while creating the Id type and Id #s, this BAPI was not enabling this.
I was trying to use this BAPI to create ID #, and it's desc, but, this BAPI was returning like "This BP # does not exist" (in some cases) and in some other cases, it is keeping quiet without giving any indication as whether the things have been updated or not... and also when I checked, things were not getting reflected.
your help would be very much appreciated.
thanks & regards,
vishnu.

Automatic Identification of Business Partner in Web IC

Similar Messages

Maybe you are looking for