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Re: TREX - CRM Service request not showing

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Hi,

 

You can configure the system to propose the related transactions based on certain criteria. Configuration is based on the following path:

 

Customizing for Customer Relationship Management under  Transactions Settings for Service Requests Define System Proposals for Related Transactions .

 

Check your source Transaction (Service Request) and you target transaction (Problem), and flag how would you like to find the related transaction:

By similar:

- category

- Reference Objects

- Organisation Data

-Sold to party

 

If you also would like to find "Other Service Request", then you customizing should have:

-Source Transaction (Your Service Request),

-Target Transaction (your service Request),

 

In other words, make a new entry to determine "Other Service Requests" as related transactions, rather than ONLY other Problems as related transactions.

 

Regards,

 

Lyda


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