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Function documentationBusiness Transaction Table for Accelerated Search

 

A predefined business transaction table is included in the standard system, for the accelerated agent inbox (inbox) search. The business transaction table contains the search attributes and result attributes used by the inbox that are relevant for business transactions. In addition, during the initial data upload to the business transaction table, the settings in the following inbox Customizing activities are evaluated:

  • Define Item Types for Searches

  • Map Item Status to Inbox Status

  • Map Business Transactions to Responsible Employees and Groups

The business transaction table is found in the SAP HANA content for the accelerated inbox search, in the attribute view AT_ORDER.

Note Note

  • You cannot use the option to define a business transaction index in Customizing for Customer Relationship Management under Start of the navigation path Interaction Center WebClient Next navigation step Customer-Specific System Modifications Next navigation step Business Transaction Search End of the navigation path for the accelerated inbox search.

  • The predefined business transaction table is not available for the non-accelerated inbox search.

End of the note.

Prerequisites

  • You have set up and configured the accelerated inbox search. For more information, see Setting Up the Accelerated Inbox Search.

  • You have defined the business transactions that you want to use in the inbox in Customizing for Customer Relationship Management under Start of the navigation path Interaction Center WebClient Next navigation step Agent Inbox Next navigation step Inbox Search Definitions Next navigation step Define Item Types for Searches End of the navigation path.

  • You have defined the inbox status mapping in Customizing for Customer Relationship Management under Start of the navigation path Interaction Center WebClient Next navigation step Agent Inbox Next navigation step Map Item Attributes to Inbox Attributes Next navigation step Map Item Status to Inbox Status End of the navigation path.

  • You have assigned partner functions for use in the inbox in Customizing for Customer Relationship Management under Start of the navigation path Interaction Center WebClient Next navigation step Agent Inbox Next navigation step Map Item Attributes to Inbox Attributes Next navigation step Map Business Transactions to Responsible Employees and Groups End of the navigation path.

    Note that the extended search (use of the generic partner function assignments of the SAP Customer Relationship Management (SAP CRM) system) is not supported by the predefined business transaction index.

Note Note

If you change the settings in any of the Customizing activities above after having performed the initial load for the index table, you must repeat the initial load for the index table.

End of the note.

Features

Initial Load

To use the business transaction table, you must perform the initial load. You can perform the initial load for the complete business transaction table or for specific main categories. You do this in the SAP GUI, on the SAP Easy Access screen under Start of the navigation path Interaction Center Next navigation step Interaction Center WebClient Next navigation step Administration Next navigation step Agent Inbox Next navigation step Load Business Transaction Data for Accelerated Search End of the navigation path.

The following applies:

  • Only the business transaction types that are mapped to inbox item types in Customizing activity Define Item Types for Searches can be loaded to the business transaction table.

  • Running the initial load deletes all previous entries and makes new entries in the business transaction table for the selected main categories.

    If you do not select specific main categories for the initial load, all relevant main categories defined in the Customizing activity Define Item Types for Searches are included in the initial load.

  • The following fields are filled using the settings in the Customizing activity Map Business Transactions to Responsible Employees and Groups:

    • ASSIGNEDTO

    • GROUP_ASSIGNED

    • ACCOUNT

    • CONTACT_PERSON

  • The following fields are filled using the status mapping settings in the Customizing activity Map Item Status to Inbox Status:

    • INBOX_STATUS

    • STAT_NOTCOMPL

  • The following fields are filled using the DATE_2 field of the reporting framework (table CRMD_ORDER_INDEX):

    • DUE_ON (timestamp)

    • DUE_DATE

    • DUE_TIME

  • The STATUS field is filled with the system statuses of the business transactions. The system status is used to calculate whether a business transaction is overdue.

Delta Update

Whenever a business transaction is saved in the SAP CRM system, the relevant transaction-based attributes in the business transaction table are updated. This only applies to the business transaction types that are mapped to inbox item types in the Customizing activity Define Item Types for Searches.

If you have added or deleted an item type in the Customizing activity Define Item Types for Searches, you must repeat the initial load to ensure that all transactions for the item type are added to the business transaction table, or deleted from the table, respectively.