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
implement (Meth CHECK_BEFORE_SAVE) your own coding / requirement.
Regards,
Reshma Rao

Similar Messages

  • 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 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.
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    Many Thanks
    Ravindra

  • Exit while loading of Interaction record in ICWEB

    Hi Experts,
    Our requirement is to update Interaction record activity clipboard before it loads for display to user.
    Any idea what are the exits called when loading Interactiobn record.
    Thanks in Advance
    Ripal

    I would suggest elaborate on the scenario , so that people can share their ideas

  • 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

  • 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

  • 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( ).
           lv_transaction = lv_core->get_transaction( ).
           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.

  • 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

    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

  • 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
    Raghu ram

    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.
    It just depends on how whether you want to use smartforms to build the message or build it in some other method.
    Take care,
    Stephen

  • 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

  • Follow up email creating a interaction record

    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

  • Follow-Up Dropdown Lists Not Appearing in Interaction Record

    Dear SAP experts,
    I have setup Interaction Record as the leading transaction in the WebIC. In the Follow-Up area, user should be able to select a list of Transaction Type from the drop down menu eg: Sales Order, Service Request etc. I have configured the following but the dropw down menu is still not showing any items. I can however see the items only in SAP GUI, but NOT in the WebUI.
    1) Define Copying Control for transaction type eg: ZSIR (interaction record) --> ZSRV (service request)
    2) Defined the Transaction Type
    3) Defined Business Transaction Profile for ZSIR (interaction record) with Dependent Business Objects include ZSRV (service request)
    Could anyone tell me what i am missing? Do i need to perform the copy control for Item Cat as well?
    Please advice.
    Thanks

    I have not even come to that part yet. What i need now is the list of transaction types to be appeared in the Follow-Up drop down. How does partner determination cause whether the list appeared in the drop down or not. There's something really weird, when i unchecked the Settings for Activities for Business Activity Copy Control, one of the item does appeared in the drop down.

  • Not able to attach the scanned document with Interaction Record in SAP-CRM

    Hi Experts,
    I have a scanned document and I am trying to attach it with Activity in Interaction Record.
    I maintained the document ID refering to scanned document in table TOA01 with interaction record guid; however the attachment gets displayed in SAP-CRM GUI but i am not able to see the attachment in SAP-CRM GUI.
    Please help if someone has encountered a similar issue or propose a way to attach the document with acitivity in interaction record.
    Regards,
    Amit Gupta.

    Hello Amit,
    I am not able to understand your requirement correctly. Are you trying to attach the Document as a Attachment to the Interaction record (or) trying to attach it as a Archive Link Document??
    If you could give me more info.. I think I will be able to assist you with this as I have worked in this area...
    Cheers..
    Anand

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