Here we describe the following main functionalities:
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Search help
Business Partner and Customer Search Help was designed to help end-users in their everyday work with Customer/Business Partner data. As it is based on HANA Fuzzy Search it is an error- tolerant search.
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On results screen popup, we are receiving a table with results of searching with our selection criteria. On the bottom of the popup we have two buttons, one for selecting the customer for further processing and one for going back to the selection screen for a new search.
| Column | Description |
|---|---|
| Deletion | If Customer/Business Partner is marked for deletion in this table cell the icon will be shown and cell will be marked red. Additionally the table cell with Customer or Business Partner ID will be marked depending on what the deletion mark was set. |
| Blocks | If Customer/Business Partner is blocked in this table cell the icon will be shown and the cell will be marked red. Additionally the table cell Customer or Business Partner ID will be marked depending on which of them was blocked. |
| Customer | Customer ID |
| Business Partner | Business Partner ID |
| Similarity of Duplicate in % | Score of similarity of found Customer/Business Partner to selection fields |
| Name | Name |
| Name 2 | Name 2 |
| Postal Code | Postal Code |
| City | City |
| Street with House Number | Street with House Number |
| License Plate Number | Merged text of License Plate Numbers of vehicles assigned to Customer |
| Sales Organization | Merged text of Sales Organizations to which Customer is assigned |
| Date of Birth | Business Partner’s date of birth |
| Telephone | Telephone |
| Mobile Telephone | Mobile Telephone |
Search help result columns
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- Customer data – data related to basic Customer information
| Selection field | Description |
|---|---|
| Account group | Range for Customer Account Group |
| Customer | Range for Customer IDs |
| Country | Range for Country Key |
| Postal Code | Range for Postal Code |
| Created on | Range for date on which the Customer was created |
| Created by | Range for name of Person/User who created Customer |
Selection fields – Customer data
2.Order data – data related to basic VSS Order information
| Selection field | Description |
|---|---|
| VSS Order | Range for VSS Order Number |
| Document Date | Range for VSS Order Document Date (Date Received/Sent) |
| Sales Organization | Range for VSS Order Sales Organizations |
| Distribution Channel | Range for VSS Order Distribution Channel |
| Division | Range for VSS Order Division |
| Plant | Range for VSS Order Plant |
| Order Status | Range for VSS Order Status |
Selection fields – Order data
3.Select OR Groups
| Selection field | Description |
|---|---|
| OR group for search | Range which allows to make restrictions for search engine and decide which OR Group should be used during duplicate search. |
Selection fields – OR Groups
Program settings
| Selection field | Description |
|---|---|
| Test Mode (without saving) | If this option is checked the report searches for duplicates, but does not save any results – in this case there is only a log shown with messages from the execution |
Selection fields – Program settings
Result of execution:
After pressing the Execution button / F8, the report searches for customers which are identical regarding the specific selection criteria and it checks for duplicates for every of them separately. After the execution in the application log a message is shown which informs how many duplicates were found for every customer and how many duplicate groups were created in the end. Duplicate group means a set of at least two customers.
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On the Duplicate Cockpit screen, we have several areas
A. Buttons with actions
| Action | Description |
|---|---|
| Execute | search for Duplicate Groups based on selection criteria |
| Finish | changes status of selected row (Duplicate group) as finished/processed |
| Reset | changes status of selected row (Duplicate group) as reset |
Action Buttons
B. Selection screen
| Selection field | Description |
|---|---|
| Run indicator | allows to select the Run ID of the Search Duplicate report |
| Duplicate group status | allows to decide which status of Duplicate group we would like to see (open/finished/reset). By default, the groups are shown which are not finished |
| Created on | allows to restrict the result list by date on which the Duplicate Search was carried out. |
| Created by | allows to restrict results list by the user who performed the Duplicate Search |
Selection Screen
C. ALV with found Duplicate groups
| Column | Description |
|---|---|
| Run indicator | ID of Search Duplicates report execution |
| Duplicate group | ID of Duplicate group |
| Customer | Customer ID of first customer in group |
| Address number | Address ID of first customer in group |
| Name | Name of first customer in group |
| Name 2 | Name 2 of first customer in group |
| Street | Street of first customer in group |
| House number | House number of first customer in group |
| Postal Code | Postal Code of first customer in group |
| City | City of first customer in group |
| Counter | Number of found duplicates on this group |
| Created On | Date on which created was Duplicate group |
| Created By | User who executed Search Duplicates report |
| Last Change | Date on which Duplicate group status was set/changed |
| Changed by | User who set/changed Duplicate group status |
| Duplicate group status | Status of Duplicate group (open/finished/reset) |
ALV with found Duplicate groups
D. Customers data preview – if we select Duplicate group (by double mouse click on a table row) in this area will be shown the first two customers of the selected Duplicate group. The data is separated in different tabs. Every tab contains data related to a different area.
| Default DBM|ETab | Description |
|---|---|
| Main data | stores main customer data like e.g. names, date of Birth and address data |
| Communication | stores communication customer data like e.g. telephone no.- or E-mail |
| Contact Persons | stores contact persons assigned to customer |
| Vehicles | stores vehicles assigned to customer |
| Orders | stores orders assigned to customer |
| Organizations | stores sales organization to which the Customer is assigned |
Customer data preview
E. Customer data details – to easily compare two Customers in area D the screen was separated into two areas E which are right next to each other. On the bottom of each area we have buttons and icons with arrows which allow to change which Customer of Duplicate group is currently shown. What is seen inside of this area depends on the tab that was opened (from area D). For tabs with plain data, the implemented solution is to highlight (with blue font) the label and input field which have different values in the left and right area – that makes it easier to compare the data. In each tab, there is an area with basic data which shows Customer ID and some other important and universal information. On the bottom set are buttons which allow to navigate to SAP standard transactions.
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