IC WEBClient - Data flow from Account confirmation to other txns

[Former Member]

Dear All,

We have an issue in IC WEB where Confirmed account details are not being passed to other transaction which are linked via TXn profile

However when  i access the interaction record and select "FOLLOW UP txn type , it gets poulated . and both the txn types which are being accessed are same.

ANy inputs??

Thanks in Advance

Regards

Sweta

[Former Member · Accepted solution]

Hello Sweta,

Some checks which you can do form your end

1>Is you transaction type set as Interaction Record??

2>What is the Target ID and component used for this transaction view?

3>Is the component  more generic to WEB UI or IC specific?

4>Check your partner detrmination procedure and

Assign Partner Functions to Business Transactions customizing.

Mainly I feel the target id you have used is not Pointing to IC view and this would need additional coding if your using uiu component.

Regards,

Reshma Rao

[Former Member · Accepted solution]

Hi reshma,

Thanks for the response, Could you confirm me if the above scenario is standard? assuming that no changes have been made to Target id which has pre delivered?

Thanks

Sweta

[Former Member · Accepted solution]

Hi Sweta,

Please check if you have assigned the right partner functions ( like activity partner or sold to party  ) against confirmed customer / contact partner function to the transaction types under this setting in SPRO

Assign Partner Functions to Business Transactions - CRMC_IC_BTPFAS

Regards,

Pratyasha Shishodia

[Former Member]

Hello Sweta,

Couple of inputs from my end.

Once you confirm the account check if the automatic creation of IR is active. In the system it is automatically active unless you activate the BADI - BAdI: Control of Interaction Record Creation specifically to stop its creation.

Also, check if you are using the standard Account identification profile

Regards

Raj

[Former Member]

HI Raj

We have default account identification profile and we have automatic confirmation defined.

Any further inputs highly appreciated!!!

Thnx

[Former Member]

Hello Sweta,

Check the class being called once the account gets confirmed. Ideally  if automatic IR creation is active, then when you jump to the transaction (CRM only) the details would be auto populating. In case you are connecting to TL to get ECC transactions then also the details can be passed as parameters (small enhancement)

Regards

Raj

[Former Member]

Hi Raj,

So does it require Technical person to dig further? dont we have any other checks that needs to be performed? as this functionality seems to be generic requirement and standard .

Thanks

Sweta