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Function documentationConfigurable Data Retrieval

 

You can use configurable data retrieval to limit the data retrieved in assignment blocks, based on selection parameters defined in the UI configuration tool.

Integration

Configurable data retrieval is supported for the following applications and assignment blocks. For these applications and assignment blocks, the Data Retrieval Parameters area is available in the UI configuration tool:

  • Service contracts

    Assignment block: Transaction History

  • Service agreements

    Assignment block: Transaction History

  • Business partners

    Assignment blocks:

    • Interaction History

    • Planned Activities

    • Opportunities

    • Leads

    • Sales Orders

    • Sales Agreements

    • Quotations

    • Service Arrangements

    • ERP Sales Orders

    • ERP Quotations

    • ERP Contracts

Features

  • For assignment blocks that have been set up for configurable data retrieval, you can define which data records are selected and displayed by defining selection parameters as part of the user interface (UI) configuration.

    As a result, only specific data is displayed in the assignment block.

  • The system performance can be improved because of a reduced amount of data retrieved from the database. Whether the system performance is improved or not depends on how the configurable data retrieval has been implemented for a certain assignment block.

  • You can change the selection parameters at any time, altering the data selection presented to the business user.

  • You can set selection parameters for each view usage (business role), because the selection parameters are specified as part of the view configuration.

  • Report Views with Configurable Data Retrieval Option (BSP_DLC_CONF_DAT_RETRIEV_USAGE) provides you with a list of all views that support configurable data retrieval.

  • You can use a Business Add-In to define additional data retrieval parameters for business partners.

    You can find the BAdI in Customizing for Customer Relationship Management, under Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Business Add-Ins Next navigation step BAdI: Selection of Business Transactions for Business Partner End of the navigation path.