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Function documentationRelated Transaction Search

 

You can use this function to search for related transactions for a specific incident, problem, or request for change. For example, you can specify that an incident is related to a problem if they have the same categorization.

Prerequisites

You have made settings in Customizing for Customer Relationship Management under Start of the navigation path Transactions Next navigation step Settings for Service Requests Next navigation step Define System Proposals for Related Transactions End of the navigation path.

Features

  • You can configure the system to search for related transactions based on category, reference objects, organization, date, sold-to party, or status. The system provides you with a list of transactions that share one or more of these attributes with the open transaction.

  • You search for related transactions using the respective Start of the navigation path More Next navigation step Find Related End of the navigation path pushbuttons.

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Multilevel Categorization