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 Utilities Free Text Search 3 - ESH

 

Technical Data

Technical Name of Business Function

CRM_UT_HANA_SCH_3

Type of Business Function

Enterprise Business Function

Available As Of

SAP enhancement package 3 (SP05) for SAP CRM 7.0

Technical Usage

CRM Core

Application Component

Utilities Industry (CRM-IU)

Required Business Functions

Performance and Business Transaction Item Processing (CRM_PERFORMANCE_2)

Utilities Energy Management (CRM_UT_ER_3)

This business function provides you with new features and various enhancements to existing features that are used as part of the SAP CRM Interaction Center for Utilities.

Prerequisites

  • You have installed the following components as of the version mentioned:

    Type of Component

    Component

    Is Needed Only for the Following Features

    Software Component

    BBPCRM 713

    Software Component

    SAP Netweaver 7.4 SP06

  • You have deactivated business functions Utilities HANA Free Text Search (CRM_UT_HANA_SCH) and Utilities HANA Free Text Search 2 (CRM_UT_HANA_SCH_2).

  • You have activated business functions Performance and Business Transaction Item Processing (CRM_PERFORMANCE_2)and Utilities Energy Management(CRM_UT_ER_3).

    For more information, see documentation for Performance and Business Transaction Item Processing and Utilities Energy Management.

Features

The business function Utilities Free Text Search 3- ESH provides you with the following features:

Business Partner Search and Quick View

When using the Free Text Search feature in the Identification view to find a business partner, a suggestion list of matching business partners is displayed as you type. When you select one of the business partners from the list, a quick view window containing business partner details (name, address, and so on) is displayed. You can then confirm the business partner directly from the quick view window.

Confirm Business Partner

You can confirm a business partner using one of the following methods after typing free text in the search field:

  • Pressing ENTER on your keyboard (in the case of a single hit)

  • Clicking on the icon of an available suggestion in the drop down list

  • Using the DOWN ARROW key to make your selection and then pressing ENTER on your keyboard

  • Choosing the Confirm pushbutton on the quick view window

Premise Search and Quick View

You can search for a premise by typing any text in the search field, which may correspond to one, or a combination of different search criteria, for example, business partner ID, first name, last name, premise address, and so on. A suggestion list of matching premises is displayed as you type. When you select one of the premises from the list, a quick view window containing premise details (ID, Contract, Premise Status, and so on) is displayed. You can then confirm the premise directly from the quick view window.

Confirm Premise

You can confirm a premise in the same way you confirm a business partner.

Switch between Business Partner Search and Premise Search

You can switch between business partner search and premise search by clicking on the Business Partner or Premise pushbuttons.

Support for Standard Identification View

The Free Text Search feature is available in both the standard and enhanced Identification views.

Customizing

New Customizing has been created for Free Text Search under Start of the navigation path Customer Relationship Management Next navigation step Industry Specific Solutions Next navigation step Utilities Industry Next navigation step Settings for User Interfaces Next navigation step Identification Next navigation step Define Free Text Search Profiles End of the navigation path.