Formatted search - Copy Business Partner address of active screen
I am using a credit card addon that creates a tab in Business Partner Master Data labeled "Credit Card". On this tab, credit card information is stored for the business partner. This includes CC Name, CC Type, CC Cardholders Name, CC Number etc.
Credit cards are added on this tab, similar to an address being entered on the address tab. You have to click "Add New"
The business process is the following:
- CSR receives call from random customer (no BP data exists)
- CSR creates new BP
- Enters address for Bill to and Ship to.
- We are required by this addon to enter address on credit card for a third time. This is where we would like to streamline the process by creating a formatted search to copy the Bill to information from the Address tab, to the address information on the credit card tab.
This is where my dilema is. I am not sure how to capture the active record's information and bring it over to the credit card tab.
Does anyone have an recomendations?
Former Member replied
From what I have noticed. You can create individual FMS and place them in the respective fields in the CC Tab. I could only test this on the BP Remarks and they seem to work.
For Address Name
Please enable system information from the VIEW menu for the other field co-ordinates