Business Activity - Interaction Record

Hi Gurus,
We have created one acitivity type ZACT transaction type for business activity. When we create this activity in GUI/WEBUI using BP_Poweruser Business Role in WEB UI we could able to see the questionnaire attached to the business activity.
But when we use the IC_Agent Business Role in WEBUI, this is being taken as interaction record, but the activity is not having questionarie attached to the activity.
What is the process of getting the questionnarie attached to Business Activity,in the interaction record.
Thanks in advance.
Regards
Vinod

Dear Vinod,
We are using CRM 5.0 and creating questionnaires. Steps of Configuration
Defined Questionnaire
Defined Sections
Defined Questions
Defined Answers
Saved the Questionnaire
Activated the Questionnaire
Defined the Determination for Questionnaire
Defined Qualification Levels for the questionnaire.
Visit the following link :
Re: Custom Questionnaire - Leads
it might be helpful to you.
Regards,
Ankush

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Delete Attachment in activity/interaction record ICWEB ???

Hello
I have implemented the deltion of attachment using following code. the commands went sucessfull but it is not deleting attachment(which is linked to activity/interaction record)
lr_entity_col = lv_bo->get_related_entities( iv_relation_name = cl_crm_cm_genil_comp=>gc_rel_bo_document_ref ).
lv_bo =   lr_entity_col->get_first( ).
       lv_bo->delete( ).
       lv_core->modify( ).
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       lv_transaction->save( ).
       lv_transaction->commit( ).
Does anybody implemented similar logic?
Regards,
Laxman
Edited by: laxman on Jan 29, 2008 7:26 PM

Hi Laxman,
      The code you have mentioned is fine.
     But the bug might exist in UI or BOL layer. Just to be sure that save is successful, I always use the below code. You may try the same.
IF lv_transaction->check_save_needed( ) EQ abap_true.
    IF lv_transaction->save( ) = abap_true.
Regards,
Manas.

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.
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Raghu,
In your case you could copy a "print" action method class and create a z-version. Then modify the print action method so that the smartform output triggers a call to your output type.
Or you could just code a new method that creates a new BCS send request using the CL_BCS document and your output type.
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Solutions captured in Interaction record

Hi,
The solutions are searched by the agent in the knowledge search.
The solutions provided form the results are recorded in the activity clipboard.
The solutions are available in the Intercation record for future reference.
Now, can we see these solutiions captured in the activity clipboard of the interaction record( business activity) when the interaction record is opened in GUI or PCUI BSP.
thanks,
Sarat.

At present we are in the Blueprint phase.
One of the Client requirement is that the solutions provided by the Call Agent should be visible to the Field engineer when the Service Order is assigned to the Field Engineer.
I saw in the SIM file that the solutions provided by the Call Agent are captured in the Interaction Record and visible in ICWC.
But my question is will these solutions be visible in the PCUI Business Activity(Interaction record).
Thanks,
Sarat.

Attaching e-mails to the interaction record(Activity) via ERMS set up

Hi Experts,
                 1. Activity (Interaction record) to be created automatically on receiving an email.
                 2. Once the acitivity is created then it must be routed to employee responsible based on certain rules.
           For the above requirement we are trying to config ERMS.
During the creation of an activity it should be possible attach ( link ) the e-mail or documents to the interaction record via ERMS set up. Do we need to do any configuration to attach the e-mails to the interaction record (Activity) . Please provide inputs on this requirement.
Contributions will be highly appriciated. Thanks
Regards,
Lakshmana.P

Hello Lakshmana.P,
Typically you would not actually route an Interaction Record (IR). If some follow up action is required, it is a best practice to create a service ticket. The IR creation is more appropriate for situations in which ERMS can auto-respond with a solution to an easy question about e.g., shipping rates, return policies, retail locations, or whatever. There are default actions for routing service tickets, but not for interaction record.
Best regards,
John

CRM Interaction Record -- Mutilevel Categorization

Hi All -
What would be a possible use for implementing Multilevel Categorization for CRM Interaction Records if we are not implementing ERMS or CRM Service? Is it better reporting?
All available documentation point to either better functioning of ERMS (mail routing, auto response) or CRM Service (proposing templates, knowledge search)
Regards,
Pradhip.S

Hi,
It would depend of what do you want to achieve:
-Interaction Record should be used for "Interaction Center WebClient" Business Role as the main transaction type to register a contact/interaction with a customer for every channel (telephone/fax/email/face-to-face/chat, etc). Therefore the structure is simple: Description, note, a reason, a status and a priority.
-With a Service Request you are using a more structured transaction that will offer extra fields that are not available for a Interaction Record, such as:
-Two Multilevel Categorisation areas, usually for "Reason" (Subject) and for "Result" (Reason), that could be renamed to any requirement.
-Extra fields for processing such as Impact, Recommended Priority.
-Relationship with extra objects such as Related Problems, Related Request for Changes, Related Knowledge Article.
Additional a service transaction such as service request would offer:
-Find Related Problems.
-Find Related Knowledge Articles
-Autocomplete (to find automatically employee responsible/service team).
So basically you go option 1 or 2 depending of your requirement. If they are simple, you will have to configure less using an Activity (Interaction Record) rather than using a Service Request and then you would have to hide all fields that are not required.
Regards,
Lyda

Interaction Record Activity

Dear friends,
In my business scenario i create interaction record for every call to any customer and i create follow up activity like visit or appointment to this customer but some times i want the system to stop the user if he create two visits with the same time in any calendar of any employee.
Best Regards,
Mohamed

Hello Mohamed,
ORDER_SAVE Badi is called during saving. Here can you
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Reshma Rao

Follow up email creates a interaction record in business context area

Hi experts,
We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
even If we go to SOST t.code we find the email which was sent is listed here.
if anyone has faced similar issue kindly suggest.
Thanking you in advance,
Deepa

Hi Joaquin ,
I have already gone through Notes 669072 scenario 1 and all teh customising is maintained properly.
The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
Regards,
Deepa

Behaviour of Activity Clipboard of Interaction Record

Hi everyone,
I have observed a weird behaviour of Activity clipboard in CRM Interaction Center. Below are the steps I followed:
Confirmed the account in the Interaction Center. Opened Interaction Record
After performing my actions in the Interaction Record, saved the Interaction record by clicking the "SAVE" button on the Interaction Record screen.
Closed the browser(without clicking on END button on the IC).
Opened CRM WebUI and opened this new Interaction Record, I do not find any of the items in the Activity Clipboard. It is completely blank with no items.
But if I click on "END" button on the Interaction Center and then check the Interaction Record later through Inbox , I can find the items in the Activity clipboard. I need to understand if this is a standard behaviour of CRM Interaction Center that clicking END button is mandatory for saving the Activity clipboard items into database? Or Do I need to apply some SAP Note to fix this issue?
Please suggest.
Thanks,
San

Hi San,
Yes, clicking END button is mandatory to finish the customer interaction in SAP standard. Here the activity clipboard and all changes on the business objects which have been made during the cutomer interaction are saved.
Best Regards,
Sigrid

Dates for Interaction records and other Business Activities in IC (CRM2007)

Hello,
I noticed that for interaction records or follow up business activities the dates are not displayed at all in the IC. Is there a way make the configured dates (in date profile) visible in the IC?
Thanks,
Patrick

Hi Raghavendran,
I am facing the same problem. Other than Appointments,Tasks,Email and Interaction record I cannot create any other Activities.
I defined a new Transaction type assigned the category Misc but cannot create the Activity on WEBUI. As Raja suggested I have also assigned the Channel as WEBUI and ICWEBCLIENT but still does not work. Is there any Role specific customization that needs to be performed?
Please let me know if your issue is resolved and how you resolved it.
Any help will be greatly appreciated.
Thanks,
Pooja

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

Status in Interaction Record update based on a follow up Business Transacti

Hi
I put in place within ICWC the Interaction record creation as initial step followed by a creation of a Service ticket.
I would like at the Completion of my service tickets the interaction record to be completed automatically as we dont want any agent to manually complete them.
Thanks in advance
Aurelien
CRM 4.0

Hi,
I tried to come back to the idea of the Status Completed as default when Interaction Record is created.
My scenario is:
Confirm BP
Confirm IBASE
Click Service ticket on the left Menu (Interaction Record Menu is not visible anymore)
then i am on the ticket...
I noticed different small problems:
1/ The service organisation determination is not trigger anymore at the ticket creation, it is triggered only when an update occur on the ticket, in my case only when the classification is filled.
2/ When i saved the ticket, the Interaction Record appears in the Business Context, when i click on it (it is completed straigh away), but an error is present in the Interaction record, CRM_ORGMAN - 039 (Enter an organizational unit (Service))
When i had set up my interaction record status profile with more than one status (not Completed straight away) the error number 2 never occured.
The error number 1 always occurs if i use the scenario in ICWEB:
When i use one transaction type to multiple transaction type as dependent business transaction type, in my case the transaction type linked to my Business transaction profile (interaction Rec) is ZS33, then as default Service Transaction in the Dependand transaction i used a ZEST.
Config done in SAP Implementation Guide -> Customer Relationship Management -> Interaction Center WebClient -> Business Transactions -> Define Business Transaction Profiles
In case that i used directly ZEST as the default transaction type for my Business Transaction profile the Org determination occurs correctly.
As anyone seen this problem before?
Or is there anything to do to transfer the org from the Interaction Record to the Service Ticket? is there a link?
I have been through all the topics about Interaction record but couldnt find anything related to my problem.
Thanks in advance
Aurelien

SAP ISU BP Contact - CRM Activity - CRM IC Interaction record

Hi All -
I have a cookbook which talks about migrating SAP ISU BP Contacts into CRM Activity.
Now, my question is if I do this, will this show up as a interaction record against the customer in the IC WebClient in CRM?
We are considering a design where billing supervisors will enter a BP Contact in ISU when customers directly call them about a bill. Later, if this customer calls the Cust Service Rep, we want this interaction to be visible to the CSR who will only use the CRM Webclient.
So, I guess indirectly my question is,
"Is a CRM Activity the same as an CRM WebClient Interaction record"?
or
"Is a CRM WebClient Interaction record a type of CRM Activity"?
Thanks in advance for taking your time to answer this.
Regards,
Pradhip.S

Hello Pradhip,
the CRM IC Interaction Record is technically a CRM Activity with a certain transaction type. You can configure the replication of IS-U Contacts that the created activity is shown in the Interaction Center as Interaction Record. So you will be able to see the IS-U Contacts created in ERP - for example within a Front Office Process - in CRM as replicated Interaction Records.
Kind regards,
Christian

Clipboard activity coming from SAP ERP in an interaction record

Hi, do you know if it's possible to have activity created in SAP ERP to be linked to an interaction record in CRM? As an exemple; A customer call, interaction record is started, the rep modify something for that customer in SAP ERP (IS-U). Is it possible to see in the clipboard for that interaction record the object that was modified in the ERP? Thanks

Sijo thank you so much for your reply. I guess thats the way we are heading towards as we found there's nothing you can do from the config. Now we are trying our luck through customer development.
Thank you so much for your reply.
Cheers
Jack

Activity Clipboard in Interaction record

Hi Gurus
I am using CRM 7.0 EHP1 and when I create a Interaction record I don't see the activity clipboard columns. I see just caption "Activity Clipboard". I don't see anything else.
I have attached the activity clipboard profile to me role.
Please help.
Thanks
Tarang

Hi Tarang,
Activity Clip board in Interaction Center gives the details about the Customer, transactions and others. For ex when ever you are creating a complaint , the details which are available in activity clip board will be Customer , Contact Person, Process Type - Interaction record and... with respect to the Object Id in Complaint.
Activity clip board is not role specific.
regards,
Sarangamath

Business Activity - Interaction Record

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