Incompleteness Check in Business Transactions

Use

The system uses the incompleteness check to determine whether important data, that you need to complete, is missing in a business transaction.

The incompleteness check is available to you in CRM Enterprise, Internet Sales, Partner Channel Management and the Interaction Center.

Prerequisites

You have defined the scope of the incompleteness check in Customizing. In the Implementation Guide, choose Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Incompleteness Define Incompleteness Procedures End of the navigation path .

Features

A message in the application log informs you of missing data in the transaction document. You can branch to the fields in which data is missing, and make entries directly from the incompleteness log. You can specify in Customizing whether a warning or an error message should be issued.
The scope of the check can be different for each transaction type, for example, different fields can be checked in a sales order than in an opportunity.

Example
In the incompleteness check procedure for quotations, you specify that the fields must be filled for the validity period. If you do not enter any values in these fields, the fields are checked as incomplete, and the system issues a message in the application log.

End of the example.
Not only can you make the incompleteness check dependent on a transaction type, you can also specify restrictions for certain business partners.