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

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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

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

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

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

Object for interaction records, service tickets and follow-up activities

Hi,
I need business objects or Function modules(anything) that contains the data realted to interaction records, service tickets, and follow-up.Please help me by mailing to my mail [email protected]

My question was answered by Experts.
1.I tried with the code to retirve GUID,HEADER/ITEM Guid's related to the BPnumber from CRMF_ORDER_INDEX table.
2.I have stored header/item GUID's in different internal tables and append all the values that fetched above with in the loop.
3. Clear header/item guid's,that they can have next value in the loop.(Important)
4.Next step call the FM CRM_ORDER_READ with in the loop and assign import/export parameters.
4.Display the records.
Thanks for Everything.........

Interaction records,Service tickets,Follow-up activities

hi all!
I need objects (FM, BDocs...Etc...) that related to interaction records, service tickets, follow-up activities of the business partners.
can anybody help me out.
regards
sachin

My question was answered by Experts.
1.I tried with the code to retirve GUID,HEADER/ITEM Guid's related to the BPnumber from CRMF_ORDER_INDEX table.
2.I have stored header/item GUID's in different internal tables and append all the values that fetched above with in the loop.
3. Clear header/item guid's,that they can have next value in the loop.(Important)
4.Next step call the FM CRM_ORDER_READ with in the loop and assign import/export parameters.
4.Display the records.
Thanks for Everything.........

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.

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

Creation of Interaction Record - CTI Integration

Hello Experts,
I have an scenario with a SAP CRM-SAP CCtr( A.K.A. BCM) integration where the customer wants to see in the "Interaction History" assignment block just the Interation Records related to phone calls.
For all those IR created begining with a phone call (inbound or outbound) the interaction Record has an entrance in ET_DOC_FLOW structure with a field RELTYPE = CTIC which indicates this Interaction Record is a call phone. This is working fantastic in standard.
The problem comes with the following scenario:
If the IC Agent confirms the account BEFORE make a call, SAP CRM creates the Interaction Record document but if the IC Agent confirms the account and makes a phone call the Interaction Record has absolutely the same structures and data as if there wasn't any phone call after confirming the account.
The question is, do I have any way, structure, event, method or whatever to identify if after confirming the account there is any call made by the IC Agent?
Thanks in advance,
Emilio

Hi Lakshmana,
There is ERMS service very similiar with your requirement: AH_CREATE_IR (corresponding class: CL_CRM_ERMS_AH_CREATE_IR). Instead of searching the BP in the subject, it tries to find it by searching with the sender email address.
So, I would create a new service based on this one (including a new class based on CL_CRM_ERMS_AH_CREATE_IR) and assigned it to my ERMS service manager profile. Then I would adapt the new class to meet your needs.
Hope that helps.
Kind regards,
Garcia

ERMS: Creation of Interaction Record and Service Ticket

Hi All,
I am configuring the ERMS system (SAP CRM 2007). So far I am been able to get internal emails into the CRM system and the emails are getting routed to the respective agent's inbox based on the rule in Rule Modeler.
I have created rule for creating Interaction Record and Service ticket. However, Interaction Record and Service ticket are not getting generated. Also, I am not able to receive external emails (yahoo, gmail etc..) into SAPconnect.
Any input on these issues is appreciated.
Thanks & regards.

Hi Namita,
Same as the other thread, please make sure that the BP is identified for the incoming email and then only the creation of the IR/SO ERMS Actions will get executed with success.
I am not sure, whether you still face this issue ?
Thanks & Best Regards,
Vinod
Edited by: Vinod C on Mar 25, 2009 3:38 PM

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

How to see results for surveys in CIC Interaction record under script prfl?

Dear Experts,
In Interaction Record>Under Script tab> I have filled a survey-> upon entering all answers and saving->System showing a message, that survey has been sucessfully saved.
But I dont know where these surveys are getting stored. and I could not find the created survey or results next time when I opened the same Interaction record.
Kindly tell me where can we find the survey results, which is created under Script tab in Interaction Record.
Your suggestions will be highly appreciated
Best regards
Raghu ram

Hello,
Have you found solution to this case?
BR
Piotr

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

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

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.

Interaction Records

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