Customizing "Interaction History" in Account View

Hello Experts
I want to customize "Interaction History" in the Account View. I only want to see Activities. At the moment i also see Opprotunities and other Transaction Types. How can i customize, which Transaction Type is shown in "Interaction History".
I tried Custumizing View CRMV_ACC_1O_CUST. But here i can only customize the time range.
Regards, Sven

You can use something like this in DO_PREPARE_OUTPUT method:
DATA:
    lr_col     TYPE REF TO if_bol_bo_col,
    lr_node    TYPE REF TO if_bol_bo_property_access,
    lr_core    TYPE REF TO cl_crm_bol_core,
    lr_wrapper TYPE REF TO cl_bsp_wd_collection_wrapper,
    lr_entity TYPE REF TO cl_crm_bol_entity.
DATA:
    ls_struct TYPE crmt_bsp_activity2_bp.
typed_context->builactivity->build_table( ).
lr_node = me->typed_context->builactivity->collection_wrapper->get_current( ).
lr_col ?= me->typed_context->builactivity->get_collection_wrapper( ).
WHILE lr_node IS BOUND.
    CALL METHOD lr_node->get_properties
      IMPORTING
        es_attributes = ls_struct.
    IF ls_struct-process_type = 'Z001' AND
       ls_struct-concatstatuser NE 'Completed'.
       lr_node = lr_col->get_next( ).
    ELSE.
      lr_col->remove( iv_bo = lr_node ).
      lr_node = lr_col->get_current( ).
    ENDIF.
ENDWHILE.

Similar Messages

Interaction History in Account assignment block

HI,
We are creating the Activity for the accounts and it is visible in the planned activity of my accounts screen. when the document is closed it disappears. i am not able to find any documents in the interaction history assignment block in account. do i need to do any config to make the documents visible.
with regards,
selvam t

Hi Selvam,
I assume that you are using CRM 7.0 Ehp1 or above.(If not please update your question with your CRM Version)
As suggested by Jothivenkatesh, you can check your configurable data retrieval parameter in the view BP_BPBT/AccountInterHistOV.
Adding to that check the following SAP Notes 1836225,1798771 and makes sure your business function 'CRM_INF_1' is active.
Consider this SAP note 1913254,if you had implemented any authority check BADI's in CRM.

Interaction history under Account Management not showing all quotes

We just noticed that when you look at a customer's account in the PCUI and look at the interaction history tab, not all quotes for this specific account show up.
Has anyone experienced this before and if so, what is the issue??
Thanks.

I also noticed that this occurs in the CRM GUI as well. If you search for all business transactions for a specific soldto and the amount is greater than 100, it only returns the first 100. I assume this is what the PCUI does by default.
Is there a way to return all the transactions?

Interaction History --- BP Interaction Log

Hello,
We installed CRM 7.01 last year and now that 2012 has started i have noticed that in Interaction History (for accounts) only Interaction Logs from 2012 are visible.
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Thanks

Hello Lisa.
Go to sm30 and find there a view by the pattern crmv1Ocust* (do not remember exact name). In it you can set different time options for interaction history and others . By default it is set as "this year". You can change it for instance to "last year" and get history for last 365 days from now.
Do not know why but SAP didn't put this customizing anywhere in SPRO.

How customizing "Customer Interaction Search - Interaction History

Hi,
I want to customizing the search for "Interaction History". I'm using standard Navigation Bar Entre named "INTERACTION_HISTORY".This entry call link "InteractionHistoryView".
In Interaction History you can filter by "Show". This field has CRM Lead, Business Activity, CRM Order,Sales, Services Process and task. I want to remove CRM Order and CRM lead.
Any idea?
Regards,
Lyda

Hello Lyda,
In version 4.0 and version 5.0, I didn't found any customization for that.
This because if you check class CL_CRM_IC_IHISTSEARCH_IMPL (the view controller's class), method SET_ALLOWED_BT_OBJECT_TYPES, you'll see this values hard-coded.
So, for achieve this, we did some development to filter the entries in this view (copy the view, replace it in runtime profile, replace the controller class...)
Kind regards.
Bruno

Add Custom field of a Z Table in Search structure of Interaction History

Hi,
I am trying to add a field in the IC Interaction History. I have enhanced the BOL structure for BTQuery10 and displayed the field in the Web UI. I have implemented the BADI CRM_RF_SEARCH_EEW, Added entry to CRMC_REPDY for the field.
But when i enter any value in the Field it is not executing the BADI. I tried with the Break Point but it has not executed the BADI.
Please help how to add a Custom field of a Z Table in the Search structure of Interaction History.
Regards,
Rajender

Hi Rajendra,
You can try this approach.
You can redefine the genil CL_CRM_BTIL->get_query_dynamic_result method (oneorder) and write the logic only for required object else all the one order objects will be affected.
Inside the genil modify the search parameters to include additional object id's which corresponds to custom search parameter.
Check the below logic which is used for activity search based on custom field, in your case modify it with the interaction history object details. Logic is to fetch all the one order object guids based on custom search( via select on custom table) and pass it as input parameter in search.
DATA :   it_selection_parameters1   LIKE         it_selection_parameters,
                ls_selection_parameters    LIKE LINE OF it_selection_parameters,
                ls_selection_param         LIKE LINE OF it_selection_parameters1,
                lv_attr                    TYPE name_komp.
DATA:   lt_orderadm_h       TYPE          crmt_orderadm_h_wrkt,
               it_act_guids        TYPE          crmt_object_guid_tab,
               lt_requested_obj    TYPE          crmt_object_name_tab,
               srch_str            TYPE          c                 LENGTH 40,
              gv_activity_h       TYPE          crmt_object_name VALUE 'ACTIVITY_H',
              ls_orderadm_h       LIKE LINE OF lt_orderadm_h.
it_selection_parameters1[] = it_selection_parameters[].
IF iv_query_name EQ 'BTQuery1O'.
    LOOP AT it_selection_parameters INTO ls_selection_parameters.
      CASE ls_selection_parameters-attr_name.
         REPLACE ALL OCCURRENCES OF '*' IN srch_str WITH '%'.
          srch_str = ls_selection_parameters-low .
          IF srch_str CA '%'.
            SELECT ref_guid
                 FROM "Ztable"
                 INTO TABLE it_act_guids
                 WHERE order_typeg LIKE srch_str .
          ELSE.
            SELECT ref_guid
                FROM "Ztable"
                INTO TABLE it_act_guids
                WHERE order_typeg = srch_str.
          ENDIF.
          INSERT gv_activity_h INTO TABLE lt_requested_obj.
          CALL FUNCTION 'CRM_ORDER_READ'
            EXPORTING
              it_header_guid       = it_act_guids
              it_requested_objects = lt_requested_obj
            IMPORTING
              et_orderadm_h        = lt_orderadm_h
            EXCEPTIONS
              document_not_found   = 1
              error_occurred       = 2
              document_locked      = 3
              no_change_authority = 4
              no_display_authority = 5
              no_change_allowed    = 6
              OTHERS               = 7.
          IF sy-subrc NE 0.
          ENDIF.
          IF lt_orderadm_h IS NOT INITIAL.
            LOOP AT lt_orderadm_h INTO ls_orderadm_h.
              ls_selection_param-attr_name = 'OBJECT_ID'.
              ls_selection_param-sign   = 'I'.
              ls_selection_param-option = 'EQ'.
              ls_selection_param-low    = ls_orderadm_h-object_id.
              ls_selection_param-high   = ''.
              IF sy-tabix = 1.
                DELETE it_selection_parameters1 WHERE attr_name = 'Zttarname'.
              ENDIF.
              APPEND ls_selection_param TO it_selection_parameters1.
              CLEAR: ls_orderadm_h.
            ENDLOOP.
          ELSE.
            RETURN.
          ENDIF.
ENDCASE.
    ENDLOOP.
ENDIF.
CALL METHOD super->if_genil_appl_intlay~get_dynamic_query_result
    EXPORTING
      iv_query_name           = iv_query_name
      is_query_parameters     = is_query_parameters
      it_selection_parameters = it_selection_parameters1
      iv_root_list            = iv_root_list.
Hope this helps.
Cheers,
Sumit Mittal

Add custom fields to Interaction History Search.

Hi,
My requirement is to add two new attributes to the interaction history search screen.
1) Process Type
2) Creatyed By
I have added these two fields to the Search Query Structure through Append Structure.
Now problem is to do the backend logic.Means two restrict the records based on these values.
Are there any BADI's available for this?
Please advice.
Version : CRM 2007.
Thanks,
Adi.

Hi,
Go through the following blog may be useful to you
/people/stephen.johannes/blog/2008/01/25/crm-40-to-52-customerh-fields
Regards,
Deepak

How to add ECC Sales Orders to Interaction History?

I have configured the Interaction History Profiles through IMG --> CRM --> IC WebClient --> Master Data --> Define Interaction History Profiles. In the profile, I added transaction type TA along with other custom transaction types. The new profile was assigned to the functional profile on the business role. However, I am unable to see any sales order history in the interaction history (but am able to see the other custom transaction types).
I made similar configuration changes to the account fact sheet. Here I followed instructions from this blog: http://sites.google.com/site/rupeshpatil/tweets/addsalesordertoaccountfactsheet . I used transaction type TA for the search display. The account fact sheet is able to retrieve the ECC sales orders without any problems.
I am also having the same issue with agent inbox search for sales orders, but this is not as critical.
The ERP Sales Order Profiles have also been set up to use the ECC client with document types OR and TA, and have been assigned to the functional profile on the business role. IMG --> CRM --> IC WebClient --> Business Transaction --> ERP Sales Order --> Define Profiles for Sales Order

Hi Jerry
Check class CL_CRM_IC_IHISTSEARCH_IMPL (the view controller's class), method SET_ALLOWED_BT_OBJECT_TYPES, you'll see these values hard-coded.
Allowed Business object types:
    gc_object_type-businessactivity TO me->gt_object_type,   " BUS2000126
    gc_object_type-service          TO me->gt_object_type,   " BUS2000116
    gc_object_type-lead             TO me->gt_object_type,   " BUS2000108
    gc_object_type-sales            TO me->gt_object_type,   " BUS2000115
    gc_object_type-complaint        TO me->gt_object_type,   " BUS2000120
    gc_object_type-task             TO me->gt_object_type,   " BUS2000125
New from CRM 7.0
    gc_object_type-opportunity      TO me->gt_object_type,   " BUS2000111
    gc_object_type-incident         TO me->gt_object_type,   " BUS2000223
    gc_object_type-problem          TO me->gt_object_type,   " BUS2000224
    gc_object_type-contract_sales   TO me->gt_object_type,   " BUS2000121
    gc_object_type-contract_service TO me->gt_object_type.   " BUS2000112
Rupesh

Customer Payment History

We need to use a report similar to "Customer payment history", whith reference between customer invoice and payment of it, because we need to know the days between this events.
Using standard SAP, Do you know a report for this funtionality?
Thanks on advance.
R.Lena

Try S_ALR_87012167 - Accounts Receivable Information System. Then pick the report you want. Try the DSO report. At the summary double click to get DSO by customer. The following reports types are available;
Due date analysis
Payment history
Overdue items
DSO analysis
Terms offered / terms taken
pls assign points to say thanks.

Customer Payament History

Hi Gurus,
I want to use the customer payment history report (S_ALR_87012177) but currently, no data is appearing because the record payment history indicator in the customer master had not been set. I went ahead and ticked this off.
Now that the record payment history indicator is ticked off, the payment information is visible in the Customer payment history report for newly posted transactions.
My question is, is there a program I can run so I can also capture the prior payment transactions?
I want to be able to see the ENTIRE payment history from when we went live (not from the date I ticked off the irecord payment history indicator)
Thanks,
Chandrababu.B

ID for mainly non-military use
Both indicators are relevant to the respective legally required control
     checks:
o   Civil use
o   Military use
Example
According to EU (Dual-Use-Regulation) or US law (Export Administration
     Regulations E.A.R.) from 01.11.1996, the use of the final product will
     be of decisive importance in checking and determining the appropriate
     license.
Check the field status of the account groups of the vendor, hope you might not have suppressed them.

Customer Payment History with days

Hi is there any std t code for customer payment history whcih shows after how many days the customer has paid his dues...!? S_ALR_87012177 provides the same but I need a report in teh following way
as per Account Group
Regards,
AJ

Hi ,
For that better to go SAP Query.
Regards
Surya

Customer Payment History Caluclation of Arrears BackLog in Days

Hi All,
Cn anybody explain me how does the system calculate the
Average BackLog in Days & Arrears in Forecast Days in Customer Payment History
T-Code S_ALR_87012177
Any material will also help.
Regards
Sunil

Program RFDOPR20 enables you to carry out a detailed analysis of the payment history of customers. It also contains a forecast of payment volumes and payment arrears, based on the existing payment history.
Requirements
Information on the payment history of a customer is only stored in the system if you select the field Rec.pmnt.hist. in the company code-dependent area of the customer master record.
Output
The following information on the payment history is displayed:
Customer type
Using as a parameter the payment volume in the periods under consideration, the system determines whether the customer in question is generally a net payer or a cash discount payer.
The type of customer is determined as follows:
If the customer usually utilizes the full payment period without claiming a cash discount deduction, he is a net payer.
If the customer usually pays in time to claim a cash discount deduction, he is a cash discount payer.
Arrears in days
The average days in arrears are determined as follows: Every incoming payment in the periods concerned is multiplied by its days in arrears. These amounts are added together and then divided by the total amount from all the incoming payments. This process ensures that the days in arrears are weighted by the payment amount.
Forecast for arrears in the next period
This forecast is based on the customer type that the system determined and attempts to make a forecast for the arrears in the subsequent period based on the payment volume data and the total resulting from the above mentioned calculation involving the payment and days in arrears. In this case, only data from the chosen periods is used.
To make this forecast, the system carries out separate forecasts for the payment volume and the total described above, and then determines the number of days in arrears by division.
Linear, logarithmic, exponential and potential models are used for the forecast, the optimal model being chosen in each case.
By choosing the menu option "Forecast" you can display more information, such as:
Payment volume in the periods under consideration
Trend for days in arrears (gradient of the curve for the days in arrears, based on the forecast value for the subsequent period)
Specifications on how the forecast was created (including a forecast for the payment volume in the subsequent period)
For the information described above, the entries for "Number of periods" and "With current period" are important. The "number of periods" determines how many periods are to be taken into account in the calculations (these are always the most recent periods). The current period, which is only taken into account if the checkbox "With current period" is marked, is an exception. If the current period is included, it distorts the forecast, if it contains postings which are not complete.
Further information offered by the program includes:
Volume of open items
Breakdown of number of payments, payment volume and arrears by period, where the last values are both subdivided into payments with cash discount or net payments. In these cases, the days in arrears are determined by weighting the amounts by the volume of the payment in question. You can display the results as a bar chart by selecting the menu option "Graphic".

How to make the ERP orders visible in the interaction history????

Hi All
I am working on CRM 7.0, I am not able to find the ERP Orders created for business partners under the interaction history assignment block. How to make it visible
Regards
Jacopo Francoise

Check class CL_CRM_IC_IHISTSEARCH_IMPL (the view controller's class), method SET_ALLOWED_BT_OBJECT_TYPES, you'll see these values hard-coded.
Allowed Business object types:
gc_object_type-businessactivity TO me->gt_object_type, " BUS2000126
gc_object_type-service TO me->gt_object_type, " BUS2000116
gc_object_type-lead TO me->gt_object_type, " BUS2000108
gc_object_type-sales TO me->gt_object_type, " BUS2000115
gc_object_type-complaint TO me->gt_object_type, " BUS2000120
gc_object_type-task TO me->gt_object_type, " BUS2000125
New from CRM 7.0
gc_object_type-opportunity TO me->gt_object_type, " BUS2000111
gc_object_type-incident TO me->gt_object_type, " BUS2000223
gc_object_type-problem TO me->gt_object_type, " BUS2000224
gc_object_type-contract_sales TO me->gt_object_type, " BUS2000121
gc_object_type-contract_service TO me->gt_object_type. " BUS2000112
Rupesh

Problem in Customer Interaction Center

Hi All,
I have an issue related to CIC win client.
While using the Customer Interaction Centre, enter Partner number and performs a search, the sold to party and bill to party customers brings up the incorrect details.
Where should I need to check relates to his profile, could pls. share your inputs to resolve this issue.
Thanks in advance.
Regards,
Smitha.

Hi
what do you mean by incorrect values?
this search searches for BPs
you mean address data shown in CIC for found BP is incorrect?
remember this is a very basic view, and not so enhanced like in BP transaction.
you wont see here much data.
regards
Radek

Interaction history in ICWC not showing dates

Hi,
The interaction history in ICWC(CRM 5.0,SP8) is not showing the date of the interactions viz., service ticket, interaction record. Is there any setting to be done for this? Please guide.
Shridhar

hi,
try this
IMG>CRM>Master data >BP>Accounts and Contact Persons in the Portal-->Specify Display Options for Interaction History/Activities/Opportunities
Select the area as -
SAP_CRM_CUST_INTERACT_CENTER or your relevant area
and make the settings for interaction history. you should be able to se the Fact sheet details with dates
Cheers!
Please reward if helpful
Raj

Customizing "Interaction History" in Account View

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