Regarding Interaction Records Creation
Hi All,
I am implementing the BADI CRM_IC_IARECORD and write the code in BEFORE_IR_CREATE.
Here i am going to suppress the creation of interaction record if user has not pressed save button.
Could you please anybody suggest me here how to get whether user pressed save button or not.
Thanks,
Ram
Dear Prasanth,
First you define the distribution channels like this
IS-As Institutional sales.
CS-As Carporate sales.
IMG>Enterpristructure>Definition>Sales and distribution>Define distribution cahnnel.
You assign these distribution channels to your sales organisation
IMG>Enterpristructure>Assignment>Sales and distribution>Assign distribution cahnnel to sales organisation.
Set up the sales area with new distribution cahnnels
IMG>Enterpristructure>Assignment>Sales and distribution>Set up sales area.
Do the pricing procedure determination for the new sales areas
Now you can do the seperate sale to the Institutional and corporate with the selection of different sales areas while creating sales order.
I hope it will help you
Regards,
Murali.
Similar Messages
-
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. -
Cancel button for interaction records ICWC
Hi experts.
I want to add the standard button "CANCEL" for interaction records in ICWC interface. This button is enabled for the resto of transactions but not for the interaction record one. Do you have any idea?
Regards,
PabloHello,
For CRM versions before CRM7.0, the only way to avoid Interaction record creation is to implement BADI
CRM_IC_IARECORD. But be aware that it may have some negative impacts depending on the scenario you are using...
Kind regards,
Nicolas.
PS: for CRM7.0 check out the release notes. It seems that a new "END" button has been introduced to avoid the interaction record creation... -
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 -
Hi
Any body could you pls post me what exactly is the FM for Interaction record creation in CRM?
ThanksHi ,
Please refer to this link. Hope it helps.
Create interaction record using BAdi ORDER_SAVE
rgrds,
Randhir -
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 ramRaghu,
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 -
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,
EmilioHi 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 -
Automatic creation of interaction record
Hi Experts,
We have a requirement to create the interaction record automatically. Below is the scenario.
1. E-mail will have a subject specified with BP number, On receiving of an e-mail from a business partner(Customer)
2.The system has to pick the BP number,category from the e-mail subject
3. After the above mentioned step2 , system has to generate an interaction record automatically by taking the information from the e-mail subject.
Please provide your inputs on how can i achieve the above requirement. I am looking into ERMS, i am not sure whether it really required in the above mentioned scenario. Thanks
Regards,
Lakshmana.PHi 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 -
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 -
Unable to View Follow up Transactions in Interaction Record
Hello All,
I have created a prospect performed the lead transaction on the prospect from the IC Role, the interaction record gets created as per the customization settings maintained, I have also performed a follow up meeting request on the lead transaction however in the follow up tab of the Interaction record, the transaction type, description and employee responsible are all blank, please advice what customization settings I need to perform for the same
Kind Regards
AtulHi Atul,
As indicated by Garcia, the follow up view on the interaction record view set only allows creation of follow up transaction and is not indicated to display already created follow up transactions.
You can enter data, like "description" in the follow up view and
press button "Follow Up" for Quick Create: here a new follow up transaction is created in the background for the entered data and added to the activity clipboard. To display the business transaction, you can click on the link in the activity clipboard
click on link "Follow Up Details": a follow up transaction is created with the data but user automatically navigates to the corresponding view to enter additional information. Also in this case, the follow up transaction is added to the activity clipboard.
You might check KBA 1781481 for troubleshooting follow up transaction and note 2039600 which introduces display of the activity clipboard in the navigation bar.
Best Regards,
Sigrid -
Hi,
I am trying to implement the BADI CRM_IC_IARECORD for suppressing creation of interaction records.The interaction record should get generated only when the user clicks on the interaction record work center.
I passed RV_SUPPRESS_IREC as true but then it suppressed the IR generation for even the interaction record work center.
What should be done in such a scenario?
Also in the BAdi when I pass RV_SUPPRESS_IREC as true and then return to service ticket i am getting a message 'Transaction Cancelled' and all fields are getting disabled.
Thanks and Regards
ShilpiHi Shilpi,
See below
Can the creation of an interaction record be avoided?
There is a BADI available to suppress the creation of the interaction record: CRM_IC_IARECORD
With this BADI it is possible to suppress the creation of the interaction record based on for example the interaction source (Inbox, Call List, ...). There is a sample implementation in the system that suppresses the creation of the interaction record for email interactions started from the inbox.
Be aware that without an interaction record the content of the activity clipboard cannot be linked when the interaction is ended.
When creating a dependent business transaction this BADI should not be used to suppress the creation of the interaction record as the interaction record is necessary for the creation of dependent business transactions. If this BADI would be used to suppress the interaction record, then the creation of a dependent business transaction will fail. - This could explain why your ticket creation is failing.
This is a copy from the following link
/people/gert.tackaert/blog/2008/09/04/everything-you-need-to-know-about-the-interaction-record-in-the-crm-interaction-center
Hope this helps,
Shiloo -
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,
MohamedMohammad
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.
To overcome this we need to implement the BADI : CRM_IC_PRCSCTRL_BADI, Method : IS_LINK_ACTION_ALLOWED
This will fix the Problem.
Many Thanks
Ravindra -
Deactivate automatic interaction record
Hello!
I want to deactivate the automatic interaction record because each time that I do something an interaction is created, i would like to avoid it. Anybody knows how to do it??
Thanks in advance
Regards.Hello Bitabita,
As soon as you click on End Interaction Button on top of the screen, no matter whichever screen you are on, it creates an Interaction record in the backend. This behavior is intentional by SAP for multiple reasons. If you still want to avoid creation of IR in the back end when you press End Interaction Button, you can do the following:
You must create an implementation for BADI: 'CRM_IC_IARECORD
In Method, BEFORE_IREC_CREATE , write this code at the first line:
rv_suppress_irec = abap_true.
This will make sure that your interaction record doesn't get created.
Thanks
Vishal -
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,
MohamedHello Mohamed,
ORDER_SAVE Badi is called during saving. Here can you
implement (Meth CHECK_BEFORE_SAVE) your own coding / requirement.
Regards,
Reshma Rao
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