Notes in Interaction Record
Hi Experts,
We are working on CRM 2007 as frontend and ISU as backend.
When we Generate an interaction record in the Interaction Center,
there is an option of viewing Notes History of any BP.
The notes are viewed in a textarea which is declared in the component 'ICCMP_BT_IRHIST'.
Now this textarea is declared in the html page but cannot be seen as context node/ attribute of the implementing class.
However, the value is being filled.
We want to see where and how the value is being updated.
Any ideas?
Thanks and Regards,
Ravi Bhatnagar
Hi Bhatnagar,
All the notes inserted in interaction records follow the rules defined in your Text Determination procedudure assigned to your transaction type.
You can give more information of Text Management in
SPRO > CRM > Basic Functions > Text Managemet and http://help.sap.com/saphelp_crm60/helpdata/en/09/d46e39c8d2117be10000000a114084/frameset.htm
Regards,
Heber Olivar
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.PHello 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 -
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.
ThanksI 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 -
Interaction Record Notes Table
Where does the Note field of Interaction Record stores ??
We are trying to extract the interaction history of business partners into BW.
is there any BW info object is associated with this?
Thanks,
Thirumala.Thirumala,
The interaction record is another type of business transaction. The default type I believe is '0010'. The notes on the interaction record are stored I believe in the standard SAP text management tables STXH, and STXD.
To extract this try using the object: 0CRM_SALES_ACT_1. However the long text does not get sent over to BW. I think this info object will work the best because most interaction records usually are considering activities.
I have not tried this so it may or may not work.
Good luck,
Stephen -
Not directed to Interaction Record automatically after confirmation of BP
Hello Experts,
i'm currently working on a requirement to direct a user to the Interaction record creation view automatically after confirmation of an account and installed base. Consequently i have maintained following customizing setting within our account identification profile:
Account Navigation:
Object type = BT126_INR, UI Action = D
I have tested the following scenario's:
1. In case when i confirm an account AND installed then automatically the Interaction Record create view is being displayed --> OK.
2. In case when i confirm an account which is not linked to an Installedbase then nothing happens. --> NOT OK
3. In case when i confirm an installed base and the related account afterwards then nothing happens --> NOT OK
Can you explain why in situation 2 & 3 i'm not directed to the Interaction Record create view?
Regards, SanderHello, Sander.
First of all identify which view and component you use while confirming partner (e.g. which view/component Confirm button belongs to).
In general it should be ICCMP_BP_DETAIL component and one of its views: BuPaDetail, BuPaDetailB2B or BuPaMixDetailB2B.
For instance, let's take a look into BuPaDetail (for other views procceed in the same way).
In its event handler EH_ONCONFIRM there is such code at the very end:
* process further steps
CALL METHOD me->process_after_confirm
EXPORTING
ir_bupa_controller = lr_cucobupa.
ENDMETHOD.
Let's go futher and step into this method process_after_confirm. Here the check is started.
* navigate only if ibase has been confirmed or if ibase is not selected in customizing
lr_objcomp_cust = ir_bupa_controller->get_objcomp_cust_instance( ).
CHECK lr_objcomp_cust IS BOUND.
lt_bpcodeta = lr_objcomp_cust->get_bpcodeta( ).
IF lr_objcomp_cust->objcomp_defined( ) EQ abap_false.
lv_navigate = abap_true.
ELSEIF ir_bupa_controller->is_product_confirmed( ) EQ abap_true.
lv_navigate = abap_true.
ELSE.
READ TABLE lt_bpcodeta WITH KEY auto_search = abap_true ASSIGNING <fs_bpcodeta>.
IF sy-subrc <> 0.
* auto search is not set for any component
lv_navigate = abap_true.
ELSE.
IF <fs_bpcodeta>-search_approach IS INITIAL.
lv_navigate = abap_true.
ENDIF.
ENDIF.
ENDIF.
And after that the system creates objects for navigation. In the above code they check settings made in SPRO -> CRM -> Interaction Center WebClient -> Master Data -> Define Account Identification Profile.
Hope this will help you. -
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
SulakshanaThe 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. -
Interaction Record History & Notes History
Hi All -
I have a question regarding the Interaction Record history & Notes History assignment blocks in the IR Work Center Page.
The IR Work Center page has an assigment block to list the recent interaction records and notes history. However, this component lists only the last few interaction records and their corresponding notes history. (Like the last 4).
Is it possible to increase this number through configuration? Or does it need to be an enhancement to the notes history and interaction history components?
Regards,Hi Nikhil,
Yes, it is possible to increase the number of interaction records that are being displayed.
The code that is limiting the number of interaction records to 4 is present in the Custom Controller ICCMP_BT_IRHIST/CuCoIRHist. The code is present in the method GET_LAST_INTERACTIONS of the implementation class of the custom controller.
The below code results in only a few Interaction Records based on the confirmed partner;
TRY.
CREATE OBJECT lr_query_service.
CATCH cx_crm_unsupported_object.
me->typed_context->btordercusthist->clear_collection( ).
RETURN.
ENDTRY.
lr_query_service->set_query_parameters( it_parameters = lt_parameter ).
lr_queryres_col = lr_query_service->get_query_result( ).
If all the Interaction Records are to be fetched from the database, then the search query 'BTQuery1O' needs to be executed. The parameters for partner number and object_type are to be passed.
Once, result query is obtained, the same collection can be set to the context node BTORDERCUSTHIST of this custom controller.
Finally, the code to limit the number of Interaction records to 4 which is given below needs to be commented;
* restrict to 4 result entities
lr_bo = lr_queryres_col->find( iv_index = 5 ).
WHILE lr_bo IS BOUND.
lr_queryres_col->remove( iv_bo = lr_bo ).
lr_bo = lr_queryres_col->find( iv_index = 5 ).
ENDWHILE.
Regards,
Jekin -
Multilevel categorization not available within the interaction record
Hello all,
I want to display in the interaction record categories that I have defined in the Category Modeler.
I have checked in the IMG, there is the business activity as application area.
I have defined a subject profile in order to assign it to my interaction record and in the category modeler.
But the categories are not displayed in the IR.
PS: SAP System Data: CRM 5.0 - SAPKU50007.
Please advise.
Thanks.
Best Regards,
Elsa.hi,
Please check if you are missing some steps out of these steps
In SPRO
1. Customer Relationship Management >> Interaction Center WebClient >> Business Transactions >> Define Categorization Profiles
2. Assign this to the web-client profile in Categorization
3. Default Business transaction type: Make the transaction type you are using for service ticket/ service order default in Business Transaction profile
4. Customer Relationship Management >> CRM Cross-Application Components >> Multilevel Categorization >> Define Application Areas for Categorization >> check the basis of categorization. Select and go to Parameters. It should generally by the Subject Profile.
5. Customer Relationship Management >> Transactions >> Settings for Complaints >> Settings for Subjects >>
a.Define Catalogs
b.Define Code Groups and Codes for Catalogs
c.Define Code Group Profiles
d.Define Subject Profiles
e.Assign Subject Profiles to Transaction Types
In Easy Access
1. Create a short-cut for CRM BSP Application for CRMM_ERM_CAT. A new short-cut will be prepared in your favorites. This will launch the Category Modeler in a browser window. This needs Java.
2. Once launched Create a new Schema
3. Assign the schema to your categorization schema
4. In General Data tab provide the Subject Profile that has been created.
5. In Categories create the hierarchy as per your business logic and assign the specific code belonging to the code group profile in the subject profile
6. Once done, come to General Tab, add 10-15 minutes in the current system time and input this data in Valid from time. This is the time after which the Cat. Mod. Will be activated once released.
7. Change the status from Draft to Released. Depending upon u2018From Dateu2019 and u2018Valid From Timeu2019, the category modeler will be activated. This can be seen in the Service Order/ Service Ticket that you have specified, below the description.
Hope this helps.
Best Regards
Pankaj Kumar -
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,
DeepaHi 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 4.0Hi,
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,
DeepaHi 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 -
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 -
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 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 ramHello,
Have you found solution to this case?
BR
Piotr
Maybe you are looking for
-
Hp envy 14. Keyboard issues.
hey all, ive been having an issue with my hp envy 14, with windows 7. This forum seemed the most relevent, as its a keyboard issue. So whenever I turn my laptop on the keyboard is non-functional, so I turn it on with alt f5 I believe, this gets the
-
Hi, Firefox worked before, but one time my system crashed. When I rebooted, Firefox won't start anymore. All I got is a pop-up window, saying We're sorry. Firefox had a problem and crashed. We'll try to restore your tabs and windows when it restarts.
-
No access to BIOS on W530 after W7 64bit installation | W7 boots and works fine
Hello L'users My fancy problem with my W530 DOS machine 2441-B32. Age: 2 weeks. Bios was current (1.11) when I started installing W7 64bit. Before installation, I changed the BIOS setting to UEFI. OS Installation seems to be fine, no error messages f
-
Pass Url Parameter To Portlet in a Tab Page
Ciao, i have a portal page with TABS. I have pl/sql portlets that read the url, then they pass parameters to the url. With "wwpro_api_parameters.get_value" and the session i am able to pass parameters via URL and to know if i have changed tab or not.
-
Using DBCO with a non 'Z' table
Hi all, I need to access a table in an Oracle DB. the connection in transactioncode DBCO is created. But when I try to select from table 'FTTH' i get the message ' "FTTH" is not defined in the ABAP Dictionary.........'. I have been told that the tabl