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Background documentationIntegration of Processes in the User Interface Locate this document in the navigation structure

 

Scenario - Selling of Energy Supply Products (Interaction Center)

In the CRM WebClient the defined processes are integrated in the user role UTIL_IC for the Quotation Management and Contract Management applications.

Scenario - Selling of Energy Supply Products (Key Account Management)

For this scenario, we differentiate between processes at document level and processes at item level. The processes allocated in Customizing are available on the user interface in the following places:

  • Document header pushbutton Processes, which leads to a selection dialog box to start the defined processes.

  • Process level check box, which provides the relevant processes for the selected items of a document. These items can be checked with regard to their executability and then started. To display any messages, choose the Process Log pushbutton.