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Account Identification (Enhanced) ( RELNCRM_70_IC_ACCTID )

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Short text

Account Identification (Enhanced)

Use

As of SAP CRM 7.0, account identification in the interaction center (IC) has been enhanced.

IC agents can now do the following:

• Create new business partners and related partners

• Create a relationship between an existing related partner and an account

• Define the partner category (person or organization) when creating a related partner or account

• Define the role of a related partner

• Confirm multiple business partners during account identification (in B2B, B2C, and employee scenarios)

• View all confirmed partners in a new table on the Account Identification page

• Change the partner function of confirmed business partners and transfer them to business transactions

• Confirm the account directly from the search result list with one click

• Search by a specific relationship type or all relationship types defined in Customizing when searching for business partners in a B2B scenario

• Display the details of a business partner from within the search result list

• Search by a specific role or all roles defined in Customizing

• View relationship types in the search result list

• View an easy-to-read overview of relevant information in the briefcase

For more information, see Briefcase (New).

You can now do the following:

• Customize searches in account identification

You can customize search views that are displayed as tabs on the Account Identification page. For each search, you can define the title of the tab and the type of search (for example, business partner or object component).

• Define a list of partner functions that can be used to confirm business partners

• Determine the sequence in which these partner functions are displayed

• Map the partner functions of confirmed business partners to the existing partner functions in business transactions and the interaction record

• Define the sequence of the relationship types that appear in the search criteria

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You can now make settings for confirming multiple business partners in the Customizing activity Define Account Identification Profiles for Multiple Business Partners.

Further Information

CL_GUI_FRONTEND_SERVICES - Frontend Services   General Material Data  
This documentation is copyright by SAP AG.

Length: 3269 Date: 20240520 Time: 235051     sap01-206 ( 47 ms )