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Function documentation Business Partner Search Locate the document in its SAP Library structure

Use

This function allows you to find, display, change, or create contact information for business partners in the Interaction Center (IC) WinClient. There are two visible component slots on the screen where you can use this function:

·        Business Partner

Visible component where you specify search criteria and run the search. This function always appears in slot one of the framework.

·        BP Search

Extended search workspace that can be launched from the action box or can appear automatically in the application area. You can use one or both of the following available workspaces:

¡        Employee search workspace

Finds employee information.

¡        Business partner search

Finds contact person, customer, and installed base (IBase) information. You can search for several different objects of different types, such as company and contact person, at the same time. You can also use multiple business partner attributes or IBase component attributes as search criteria. This workspace contains a business partner creation function.

Prerequisites

Your system administrator has completed the appropriate Interaction Center (IC) setup activities. For more information, see SAP Solution Manager.

Features

Descriptions of Screen Elements

Screen Element

Description

This graphic is explained in the accompanying text  Display Associated Partners

Retrieves information about a related business partner. For example, if the contact is a contact person for a company, you can use this function to retrieve the company's business partner data.

This graphic is explained in the accompanying text  Save

Saves updated business partner data or new business partners created directly in the IC WinClient using the lean method. For more information, see Structure linkSearching for Business Partners.

This graphic is explained in the accompanying text  Find Business Partner

Searches for existing business partner records

This graphic is explained in the accompanying text  Reset All Fields

Clears all business partner search fields in preparation for a new search

This graphic is explained in the accompanying text  Confirm Search Data

Prompts the system to retrieve and display data for the selected business partner. It then passes the business partner data to subsequent functions such as the business data display.

Confirmation is a central function in the IC. Confirmation occurs automatically if you have selected Auto Continue in Customizing for the Interaction Center in Implementation Guide (IMG) activity Define Profiles for Search Strategies.

This graphic is explained in the accompanying text  Create New Business Partner

Links to the transaction for creating business partners, where you can enter complete details for a new business partner

This graphic is explained in the accompanying text  Create New Contact Person

Links to the transaction for creating contact persons, where you can enter complete details for a new contact person. The system automatically creates the relationship to the business partner whose information currently appears in the IC WinClient.

This graphic is explained in the accompanying text  Display All Partners

Displays the previous search result

This graphic is explained in the accompanying text  Update Phone Number

Allows you to change the current customer's telephone number.

 

·        Direct data maintenance in the business partner search workspace

You can add or change certain attributes of business partners in the search component without accessing the standard business partner maintenance transaction. For more information, see Structure linkSearching for Business Partners.

Note

To make this feature available in the application, your system administrator can:

·         Specify certain default values (such as role, category) for the creation of new business partners in Customizing. For more information, see SAP Solution Manager.

·         Maintain other attributes by including them in the HTML page representing the screen for the business partner search (see section HTML-based configuration of the user interface below).

·        HTML-based configuration of the user interface

The user interface of the business partner search component is based on HTML templates, which define the layout of the search, display, and maintenance attributes of searchable object types. Default templates are available for your system administrator to copy and modify to create personalized layouts for your user interface. Your system administrator can choose which template to use and which information from the search will appear in the HTML template in Customizing for the Interaction Center in:

¡        Define Profiles for Search Strategies

¡        Define Customer-Specific Search Control

To modify the default templates, use the SAP Web Repository (transaction SMW0). For more information, see Structure linkWeb Object Maintenance.

See also:

Structure linkFact Sheet

 

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