Interaction Record in IC Web

Hi All,
When I click the END button to wrap a call, an empty
Interaction Record will be automatically created.
How can I avoid of creating an IR when I click the END button?
Thanks,
Bin

hi, Try implementing this "Note 998539 - New Interaction Record gets created unnecessarily". Pease check your CRM release and support package.
Regards,
Krish

Similar Messages

  • Tabs Categorization, Partners etc. in Interaction Record screen in Web UI

    Hi,
    I'd like to know if it is possible to hide some of the tabs displayed from standard in the web UI screen of the Interaction Records.
    From standard, for example, they're displayed the following information:
    Overview
    Categorization
    Organizational Data
    Partners
    Follow Up
    Actions
    Notes
    etc
    I'd like to hide all but Overview.
    If I access component ICCMP_BT_INR with transaction BSP_WD_CMPWB I see that there are some ViewSets which correspond to the tabs mentioned above. Is it possible to delete them after having enhanced the component ICCMP_BT_INR?
    If yes, how?
    Is there any other procedure to be followed?
    Thanks in advance for your attention,
    Best Regards,
    Andrea Ricci

    Hi Harshit,
    thanks for your answer, but could you please clarify?
    I've tried to create a new cstom configuration clicking on the button "Show Configurable Areas" in the Interaction Record screen, but it is possible to configure the single areas (i.e. the Notes area, the Activity Clipboard area, etc.) but not the overall page in which these blocks are inserted...
    Thanks in advance,
    Andrea Ricci

  • Disable Interaction Record

    Hi,
    We are implementing IC Web Client with Service Add-On Extension.
    I have couple of questions on IC Web.
    1)Can we disable Interaction Record in IC Web Client?
    2)Can we search a Service Ticket by NOTES field?(I think it is Content Management)
    Thanks in Advance

    I am not too sure about the search on service ticket using the Notes Function, but let me make an attempt at answering your question on Interaction Record.
    The Interaction Record is central to the ICWC as it enables the system to know that an interaction has happened. So it might not be wise to completely disable the interaction record.
    But you can play around with the Business Transaction profile to embed your interaction record within the Sales or Service Transaction. ( The customizing is explained in one of the slides of the CR410 course ).
    So you can avoid creating an interaction record and a sales transaction for example seperately and have both of them embedded in on transaction.
    Please let me know if you need more information

  • Interaction Records Table @ Buss Agreement Level

    Hello,
    I need to retrieve the notes for the Interaction records saved on Web UI at Buss Agreement level (Cont Acc).
    Currently i am able to get this from CRM_ORDER_INDEX table for BP level.
    Are there any  table's, FM's or... holding these IR's for Contract Accout level ?
    Can some one suggest me ?
    Thanks
    Ricky

    Hi Frank,
    Thanks for your suggestion.... but I don't follow unfortunately. I have had a look at your suggestion, but this is over my head.
    I guess my other option is just to write some logic into the view, however this would double the size of my statement and make it a little inefficient.. .
    Thanks
    Simo

  • Interaction Records

    Hello,
    I need to retrieve the notes for the Interaction records saved on Web UI at Buss Agreement level(Cont Acc).
    Currently i am able to get this from CRM_ORDER_INDEX table for  BP level.
    Are there any smilar table's, FM's or...  holding these IR's for Contract Accout level ?
    Can some one suggest me ?
    Thanks
    Ricky

    Hi Eli,
    I am also facing similar type of issue, i am raising a alert on account identification screen while confirming the account.
      DATA: context_area TYPE REF TO cl_crm_ic_contextareaview_impl.
    *-- Retrieving the BP Status Information
      CLASS cl_crm_ic_services DEFINITION LOAD.
      context_area = cl_crm_ic_services=>contextarea_contr.
      IF context_area IS BOUND.
        bdc ?= context_area->get_custom_controller( 'CuCoBDC' ). "#EC NOTEXT
        Fill main partner with confirmed BP
        TRY.
            value = bdc->get_xpath_property_as_string(
                            '//currentCustomer/BP_NUMBER' ).
            partner_no = value.
    get the BP GUID
            value = bdc->get_xpath_property_as_string(
                            '//currentCustomer/BP_GUID' ).
            partner_guid = value.
          CATCH: cx_crm_bdc_no_data, cx_crm_bdc_xpath_error.
        ENDTRY.
    I am not getting any value in context_area andthats why its throwing an exception.
    Could you please suggest me if I did something wrong?
    Regards,
    Kamesh Bathla

  • Categorization tab in Interaction record page

    Hi Friends,
    Categorization tab is missing in Interaction record page in Web UI. I am able to see only Overview, Organizational Data and Partner tabs. Is there any place i can configure to display Categorization tab.
    I am having 2 levels of category needs to be displayed in IR.
    Thanks in Advance.
    Regards
    Muthappan

    Hello
    I am also experiencing a somewhat similar issue, I can see the Categorization tab but the category view is not available. I need to get the Categorization view there where I can select values from the drop down helps for the Categorization fields.
    The problem is that there is no viewset available where I can add the Categorization View directly. Its just the ICCMP_BT_CAT view which is there. I checked the Wiki, it says that you dont need to do any development. It can be done through configuration. Please provide some inputs.
    Thanks in advance
    Vishal

  • 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

  • Error message when saving an Interaction Record: Document distributed

    Hello experts,
    We are currently getting error message: "Document is being distributed - changes are not possible" when saving an Interaction Record in Web IC (We use CRM 6 - 2007).
    We've noticed that saving an interaction record triggers an outbound BDoc of type "BUS_TRANS_MSG". In order to prevent this BDoc to be generated, we deactivated the processing for the One-Order BDoc with transaction SMW3_0. However, this had the side effect that quotations were not replicated from CRM to ECC so we can't really use this approach.
    Has anyone faced this issue before? Do you know how to fix it?
    Thanks.

    Hi
    The initital status of Interaction record must ensure that transaction is not relevant for distribution. This ensures that CRM doesnot try to send the transaction to ERP through middleware.
    Go to SPRO ->CRM -> Transactions -> Basic Settings -> Status Management ->Change Status Profile for User status
    Here, select your status profile and click on the intiial status, scroll down and go to 'to be distributed' and select the radio button 'Forbidden'
    This will solve the problem.
    Many Thanks
    Ravindra

  • Webclient Interaction record for R/3 sales order

    Hi,
    we need to capture the interaction record for each and every call related to order. we don't want to use the webclient or pcui sales order becuase of their limitations... we want all the feature of R/3 sales order like extended material search, purchase order type.... kind of fields and search help on them.
    so what is the best way to approach if we want the order to be created in R/3 and capture the interaction record? would a regular BOR call from webclient for R/3 Sales Order would do it?
    thanks,

    I would suggest we still use the Interaction Record Functionality in IC Web . So thi is what I am suggesting :
    1.  Customer calls in for placing a Order
    2. CSR receives the call ( CTI  ) and Confirms the Account . Once Clicked on Confirm , you can auto navigate to Interaction Record View
    3. CSR can capture whatever details , INtereaction Record Specific ( Like IR Type -> Order etc )  ,  and Save to create the IR .
    4. Once Saved , You can dynamically make available , Button or Navigational Link 'Create Order' ( Will Only appear if IR Type is 'Order' etc )  . 
    Now Clickin on Create Order , you have different options
    i) Launch into ECC ( VA01 ) using Transaction launcher to Create the Order
    ii) If you are on CRM 5.0 , make use of the new CRM Sales Order Creation ( This Basically provides a very Intuitive BSP View , however the Orders are getting created in ECC Itself , No Replication required )
    Hope this helps.

  • How to create new actions ? in the interaction record screen

    Hi all,
    I'm working with the IC web client.
    In the interaction record screen the is a link to actions.
    But how to create new actions ? schedule actions ?
    Component "ICCMP_BT_INR"
    View "InrHeaderViewSet"

    Hi Eran,
    Gret is absolutely right ..The actions are transaction type specific and can be attached along in the customizing as mentioned above by gret , these can then be tested in the SAP gui first for their scheduled and start conditions and then in the ICWC.
    There is no special settings for actions in ICWC if they are there in your transaction they will come in the ICWC.
    Hope this helps
    Regards
    Raj

  • Interaction Record and Multi Level Categorization

    Hello Forum,
    I would like to know if any one has implemented Multi level categorization for Interaction record in SAP CRM Web IC 7.0.
    If so how did you acheive this.
    I have done the following
    -     Create Catalogs, Codes and Code groups
    -     Create Subject profile
    -     Create Categorization schema with default subject profile.
    I could not assign Subject Profile to Transaction Type and also in the only default Subject Profile  is displayed .
    Any help is greatly appreciated.
    Thanks
    Amar

    Glen,
    I tried to create customized catalog with Category "F" which is Activity -Reason and the system did not allow me.
    So i used A1 (SAP delivered)  which has category "F" and used it  to assign Code Group Profile and Code Groups.
    I created Subject Profile with Subject Category "F" and assigned the Code Group Profile.
    I have not usedc the Transaction for assigning subject profile and Status to Transaction Type as i do not need it.
    There is not provision to directly assign subj profile to Transaction type as like service request.
    I went through the route of assigning Subj profile to Transaction Type header and another place of assigning them in the category schema.
    This is where i do not see the Customized subject profile which i have created.
    Can you tell me where exactly i can Determine of categorization schema based on transaction type/catalog category combination.
    Thanks
    Amar

  • Multi Level Categorization in Interaction Record

    Hello Gurus!
    We are implementing CRM 7.0 and setting up multi level categorization for interaction records and service ticket. I have managed to set up all the required config and the categorization schema in Web IC. It is working in service ticket. However, for interaction record in web IC, the problem is that in the Categorization Tab, there are no fields showing up. I tried adding the fields but there seems to be none similar to service ticket where the fields for Level 1, Level 2, etc... can be seen.
    Have you got any idea on how to make the Level fields show up in the interaction records so we can test the multi level categorization for IR?
    Thanks!

    Glen,
    I have gone into IC manager role and used categorization schema and i cannot see my customized Catalog for Business activity.
    I have checked Category of the catalog which i have manually created and it is "Activity-reason" .
    I have tried using the default catalog and added my Codes into it and created Scema but i do not see the categorization in Web IC and more over the Subject feild is in active. I have added the code groups and code feilds and they are displaying a error message.
    Thanks Amar

  • Interaction Record cannot be displayed, instead it gives an exception error

    Hi Folks,
    In the Web IC, when I click on "Interaction Record" in the Navigation bar, the page is not displayed, instead it gives an exception error:
    Component ICCMP_BT_INR cannot be displayed
    An exception has occurred Exception Class  CX_BOL_EXCEPTION - Access Previously Deleted Entity 
    Method:  CL_CRM_BOL_CORE=>GET_TRANSACTION 
    Source Text Row:  10
    Can someone tell me where to correct this situation.
    Thanks,
    John

    Hi,
    please check this setting:
    SPRO->IMG->Customer Relationship Management->Transactions->Basic Settings->Define Transaction Type
    Define 0010 as default for IR.
    Denis

  • View Interaction Record not associated to BP

    Hi,
    We are using IC WebClient Interaction Record to log issues. process followed is as below
    IC Agent -> Go to Interaction Record --> use IR to log issue > Go to Email> send Interaction Record thru email to a dedicated ID.
    But if the Interaction record is not associated to BP,can we trace it? Where can we view the Interaction Records for agents.. the ones that did not pertain to any particular BP
    All help is welcome
    Warm Regards
    Sulakshana

    The Interaction Record is associated with the transaction type configured for IC Web Client.
    Each interaction record will be assigned with transaction number,you can see the transaction number as soon as you create it in the IC Web Client.
    You can even create a interaction record without associating it to BP's.
    So you can find the Interaction record in the system table
    crmd_orderadm_h based on the created user and transaction type.
    You can even open the Interaction record in the wingui activity management.
    Thanks,
    Thirumala.

  • 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

Maybe you are looking for