SAP_DEMO02: Request for Parking Permit for Third Parties 

Use

Request category SAP_DEMO02 supports the function of creating a request for a third party as can occur through an agent in an Interaction Center (IC). The request form is filled in by a processor or ’agent’ on behalf of the person placing the request (requester).

The agents can use the business partner search of the IC Win Client in the IC. The business partner determined is copied and assigned default entries from the settings defined in the Business Add-In (BAdI) FORM_ON_CREATION. The business partner search appears in a dialog box in the processor view.

Prerequisites

You have created the business partner data including the role Internet user for the respective user   (see Web Services for Self-Registration and Master Data Changes).

Features

The following views are available:

View	Use
S01_1	Place request through agent in the Interaction Center
S01_2	Agent processes request
S01_3	Processor places request
S01_4	Requester

 

Notes for Configuring the CRM Interaction Center (Win Client):

The view S01_1 is set up for the CRM Interaction Center (IC). Some Customizing settings are necessary for this as described below: For more information, see the documentation on the CRM Interaction Center.

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       1.      Create an HTML configuration in the Customizing of the CRM IC. Use the URL of view S01_1 as the URL. Create an external parameter with the name 'requested_by_bupa'. Enter 'Requester' as the text and 'Import' as the element category.

       2.      Create an action box configuration and enter the HTML configuration as the transaction. Use the button Data Flow to connect the external parameter to the business partner in SAP CRM. The 'requested_by_bupa' key is under the target element, and you choose the business partner in SAP CRM under ‘data origin’.

       3.      Create an IC profile in IMG activity Maintain IC Profile and assign the action box configuration under the profile category ACTION_BOX_CONFIGURATION_SLIM.

       4.      Assign the IC profile to an organizational unit. You create for example a position for this that you can assign the individual users to. You can assign the IC profile using the enhanced object description of the position.

Once you have defined all these settings you can start the Interaction Center. Choose a business partner and confirm. You can now choose the Web request in the action box. The fields are then filled with the data of the selected business partner as default entries.

The number of the business partner is changed above the external parameter 'requested_by_bupa' and read and set in the method FORM_ON_CREATION of BAdI implementation CRM_WR_SAP_DEMO02.