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Add Notes to initial UDM_SPECIALIST screen

former_member293658
Participant
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Hi Credit and Collections & ABAP experts,

When running the UDM_SPECIALIST transaction to see the Worklist it is not possible to see any of the NOTES maintained on that customer. Each individual customer must be drilled into then the Customer Contact tab and here a From Date specified before a listing of past NOTE history can be viewed.  We would like to be able to view any Notes linked to a customer in the initial woklist screen.

We have seen BAdi UDM_WL_ITEM_CREATE_C. Here the parameter  I_PARTNER gives access to all the transaction data linked to the Business Partner with interface IF_UDM_BUPA_TRANSACTION_DATA.

can you advise if it is possible, what steps to follow to get the Note history of a Business Partner and present this as a selection on the initial UDM_SPECIALIST screen?

Thanks for any ideas.

Michael

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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If you have Enh Pack 5 - with the relevant Business Function Set activated then you can use "notes" within the worklist

There is the ability to copy the customer notes into the worklist.

former_member293658
Participant
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Hi Mark,

We do already have the EHP5 installed. This des give us access to create Notes. The problem is that UDM_SPECIALIST first presents an overview of customer data on the initial screen. The user must then drill into each customer to see the detailed lines (ie invoices) making up the customer total and at that level is then prompted to create a note (eithe on a Resubmission, Promise-To-Pay, Dispute, or simply when they try to exit the detailed list level the system will prompt to enter a Note).

The Notes are therefore stored at the detailed line level but are not visible from the initial overview screen. It means the user must drill into each customer and then click theCustomer Contacts tab and enter a date range to view the Note History. This takes consdierable time especially when there are multiple customers involved. Previously in legacy the user maintained a customer detailed list in Excel sheet with a column for all contacts/notes so the history was immediately visible to the user without having to drill into the line level.

Is there any way that this Note history can be displayed on the initial overview screen, and/or make some of the Resubmission, Promise-To-Pay, Dispute functions available at the Overview List level? Or is it the case that the SAP component desgin must always be bsed on this overview list/detailed list split?

Thanks for any advice you can give here.

Former Member
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I have added a screen shot from an Enhancement Pack 5 system that has notes activated

As you can see you can add notes against the customer not just open items

Please ensure you have activated the correct Business Function Set so you can access this as standard.

former_member293658
Participant
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Hi,

Yes we do have this functionality available and we are entering Notes against the customer level. However, the basic problem is still the same: there is no way to view this Note data on the initial overview screen that presents when transaction UDM_SPECIALIST is run. Instead the user must drill into the customer, click the Cust Contacts tab, enter a date range to view the previous customer contacts.

Do you know if there is anyway to have this data presented on the initial overview screen level?

Or alternatively, is there any way that the standard setup of the UDM_SPECIALIST screen can have the detailed item level presented as the first screen seen when UDM_SPECIALIST is run?

Thanks again for your help.

Former Member
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Hi Michael

I think we are talking on cross purposes.

In the screen shot I gave you it shows that there is a notes tab. Notes are held outside of the customer contact tab. They are a different process.

If you think about the process - a specialist will review their worklist. Select a customer and drill into the account. From here they can see the notes via the notes tab, open items, P2P's Disputes contacts and so on.

I dont think you can add an icon to the worklist page as it would not make sense as it relates to the customer and not the worklist. Having the notes on the process receivables screen IMO is the place it should be.

In t code SFW5 - can you check if FIN_FSCM_CCD_3 and FIN_FSCM_INTEGRATION_CCD_3 are activated as they allow you to access the new tab.

former_member293658
Participant
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Hi Mark,

We didn't have those two function sets activated, so I activated in our sandbox system. I can see now the new Note tab available when drilling into the customer and how notes can be added there. So this is quite useful I think.

It would be very useful indeed if we could have this Note tab visible at the Overview level on the initial UDM_SPECIALIST screen. That would surmount alot of the user issues today. However I am guesing that this is not possible?

Thank again for your advice.

Former Member
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Michael

Most things are possible,

You could create a little icon that when selected with a highlighted row would take you direct to the notes. However my view is that this would not work or add any true value.

You would still need two clicks to view the notes and does not align to the rest of the process (ie having a new icon to display P2P's).

Answers (1)

Answers (1)

Former Member
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Hi Michael,

could you please help me to understand how open items in customer(FBL5N) account will appear in UDM_SPECIALIST Workflow?

thank you in advance..

Cheers

sravan.

former_member293658
Participant
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Hi Sravan

The FI FBL5N data shoudl appear in collections once you run the transaction FDM_COLL_SEND01. If the data has never been transferred before now, the you would use option 'Initial data Transfer' Otherwise use option 'Periodic Data Transfer' which basically allows you transfer the data regularly (daily, hourly etc) by running the associated program (FDM_COLL_SEND_ITEMS) as a background job.

Regards

Michael

former_member189681
Participant
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Hi Shravan,

In order to get the customer open items, you need to run the below two transactions.

1) FDM_COLL_SEND01 ( Program :FDM_COLL_SEND_ITEMS, for Periodic data transfer)

2)  UDM_GENWL (Program : UDM_GEN_WORKLIST, to generate the worklist)

Thank you,

Krishna