Forward Telephone List
Application component: Contract Accounts Receivable and Payable
App type: SAP GUI
Key features:  If you define the function module FKK_SAMPLE_0350_TEL_ITEM as dunning activity in Customizing, the dunning activity run automatically includes business partners that receive a dunning notice in a telephone list. You can then use this list to contact the business partners concerned by telephone. To process the telephone list, you can use the Dunning Telephone List transaction (transaction FPDUTL) in the SAP Easy Access screen, under: Periodic Processing  For Contract Accounts  Dunning Notice. Several clerks can use this transaction simultaneously. If the call to the dunned business partner has been made, the clerk responsible can set the entry in the list to “Completed”. To give a business partner information during the telephone call, you can use the detailed information for an entry in the telephone list, for example, to access the account balance, to access the objects linked to the dunning notice, and to access another function that you call up installation-specific in event 9011. To document the communication with the business partner in the system, the clerk can also create customer contacts manually or automatically – depending on how the system is configured. If a clerk has removed an entry from the list for processing, this entry is locked for processing for other clerks. Once processing is complete, the clerk can set an entry to “Completed” again, or place it back in the list. When you reverse a dunning notice or a dunning run, the system can automatically delete entries in the telephone list. To do this, use function module FKK_SAMPLE_0395_TEL_ITEM in event 0395. The entry is deleted regardless of its status at this point. Using correspondence type 3003, you can use the correspondence recipient control to enter an alternative business partner in the telephone list. Authorizations The activities in the telephone list are protected by the authorization object F_KKDUTL. Connection to mySAP CRM If you do not process the list created by the dunning activity run in Contract Accounts Receivable and Payable with the transaction Dunning Notices Telephone List, but want to forward it to an external system, for example, the call center in mySAP CRM, you have to implement events 9010, 9012, and 9013. You can forward the list as follows:  Automatically in the dunning runDefine the function module FKK_TRANSFER_CALL_LIST_1799 in event 1799.  Independently of the dunning runTo do this, start report RFKKMADUTLTRANF. Make sure you read the report documentation.   Using an installation-specific function module for event 0395, you keep mySAP CRM up-to-date after you have transferred the data, for example, if an entry is removed from the telephone list again as the result of a reversal of a dunning notice. You can assign the entries in the telephone list created in mySAP CRM to a clerk automatically. Depending on the settings for the replication, you can enter the clerk in CRM and/or FI-CA. The prerequisite for the automatic assignment is that the clerk in CRM also exists as business partner in the system where FI-CA runs. CRM middleware replicates the business partner Clerk and makes the assignment to the contract account. Maintenance in Contract Accounts Receivable and Payable (FI-CA) In FI-CA, enter the required clerk in the contract accounts of your business partners on the tab page General Data in the field Clerk Responsible. Maintenance in CRM System mySAP CRM portrays the clerk as a partner function using the business agreement. In Customizing for CRM you define which partner function is to be replicated in the corresponding field in the contract account. Deleting Data Records No Longer Required You can delete old entries that are no longer required – this decreases the burden on the system. To do this, on the SAP Easy Access screen, choose: Periodic Processing  Delete Data  Entries in Dunning Telephone List. See the report documentation.