Working Context
Note
Working context is only applicable to marketing applications.
You can use this function to select attribute values that the system automatically pre-fills on the user interface. This allows you to work more efficiently. For example, values you specify for a working context pre-fill advanced search pages, marketing object creation pages, and master data pages. You can select values for attributes such as account, product, or product group.
You can create multiple working contexts and switch between them during a session as required.
Example
A key account manager (KAM) for a line of soft drinks works extensively with an account called Beverages Central. The KAM creates a working context called “Beverages” that includes Beverages Central as the account, a soft drinks product group, and a planning horizon. When “Beverages” is the active working context, every time the KAM creates a new trade promotion, the system pre-populates the account name, product group, and the start and end dates.
Prerequisites
You have configured the working context profile in Customizing for
Customer Relationship Management
under
UI Framework
Technical Role Definition
Define Working Context Profiles
.You have assigned the working context profile to a business role in Customizing for
Customer Relationship Management
under Business Roles
Define Business Role
.
Features
Working context behavior is determined by whether or not you assign strict control to the working context profile in Customizing.
When strict control is activated, you cannot override the working context. For example, you cannot search for a product that is different from the one specified in the working context. In this case, either disable the working context or enable another one.
When strict control is deactivated, you can disable the working context as well as override it. For example, you could create a trade promotion for an account other than the one defined by the working context.
The control level assigned to the working context profile applies to each working context that you create in the system.
Activities
Create a working context by choosing Edit
next to the Working Context
field in the header area of the user interface, and then adding the desired attributes.