Customer Profile (CRM #70000070)

Learn to set up customer profile.

Global KPI (U022)

Overview

Basically, the Global KPI area is used to create new KPI records for an FI or KP record. A workflow is used in the search of Global KPI which first checks existing SB records and subsequently creates new KPI records.

Data model



Note: Global KPI is only visible for users with admin roles

Buttons

• TE_TD_newToDo_AccountManagerFillTarget



Menu actions

• ID_NET_GLOBAL_KPI_SETTINGS calls the search mask of U002.

Workflow

• TE_KPI - Fill Target Visits

This workflow is called by a TD record and executed by the CRM.server.

Process:



Workflow process number Description
1 The first process starts the workflow and only calls the next process -> 2.
2 This step loops over all existing account manager. Only SB records where the business areas is filled is used for further calculations. For each valid account manager the next process is number 3.
3 This process searches for all KPI records where the “Starts on” <= Actual Date and Ends on < Actual Date field . Furthermore, only KPI records with the same business area like the current SB record (determined previously) is used for further calculations.


Characteristics (IT)

Overview

Characteristics are used to create an overview of company or person interests. Basically an admin can define different characteristics groups with different restrictions and items. In Characteristics Restrictions you can define if groups are person-related or company-related (or both). You can also define the person and the account type. In Characteristics Definitions you can define different group items.



For example:



So in this example only a company with the “Pharmacy” account type sees this group with its items!

Callable from:

  1. These groups and items are accessible via a company or person tree view, “Characteristics” node if you click on “New”. A popup is displayed with all available groups and items for the parent FI or PE.
  2. Application menu > Settings > Maintenance > Characteristic Definitions.

Buttons

• TE_IT_CharacteristicTree_Close

Calls the “TE_A032_UPD_ReleaseExpenses” trigger. Is used in the search result header on the start page to set a submitted month to “approved”.

• TE_IT_NewCharacteristics

Menu actions

• TE_ID_NET_CharacteristicDefinitions

The main application menu action which is used in the application menu for calling the “TE_A032_ExpensesManagement” process.

Forms

• TE_Characteristics_Tree

• TE_AdministrateCharacteristics

Triggers

• TE_IT_UPD_Characteristic Date (key) empty

Info area: IT ; Action: edit/update

This trigger is called in the TE_SR_Template Main – LSI rights in the IT info area under New.

• TE_FI_UPD_CallWFCalculateIntimacy/Potential

Info area: IT; Action: edit/update

This trigger is called in the TE_SR_Template Main – LSI rights in the IT info area for New, Update and Delete if the KP-StaNo field is null (empty).

• TE_KP_UPD_CallWFCalculateIntimacy/Potential

Info area: IT; Action: edit/update

This trigger is called in the TE_SR_Template Main – LSI rights in the IT info area for New, Update and Delete if the KP-StaNo field is not null (empty).

Server-Side

Beside all client-side code there also are some cs files. Basically, these files are used to generate the xml structure which is shown as a tree view on the client.

• BuildCharacteristicsTree.cs

• GroupItemNode.cs

• GroupNode.cs

• Settings.cs

Variables

  • TE_CharacteristicGroupDefinitions.ConditionAccess

    This variable allows the access to characteristics group definition for users, groups etc.

  • TE_Characteristics.ConditionAccess

    This variable allows the access to characteristics group definition for users, groups.

  • TE_Characteristics.ConditionNewUpdateDelete

    This variable allows the access to characteristics group definition for users, groups, etc.