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sfdsadsaThe Full Text Search for Customers is another Sales Order Enhancement Series: Overview that makes life easier for anyone who works with the ERP Sales Order (va01/va02), Quotation (va21/va22) or Inquiry (va11/va12).

Users can search for customers quickly and intuitively from the header of the sales document. You can use any part of the customer name, address, city, zip code at once, like you are used when searching the web.

  • In case you receive multiple search results, a popup is shown where you can easily select the desired customer.
  • In case there is just one search result, the customer number is immediately added to the sold-to party and ship-to-party field.

In addition, you can easily create new customers, triggered from within the sales document. Therefore a new button is provided that brings you right to the Customer Creation application (vd01). After the customer creation is done, you are back in the sales document.

This is how it looks:

Full Text Search for Customers

And the configuration is very simple:

1) Activate Business Function
First you need to make sure the required Business Function of the ERP Enhancement Package is activated. The Full Text Search for Customers is part of SAP ERP Core 6.0 EhP4, contained in component SAP_APPL 604 in Business Function LOG_SD_SIMP_02. The business function can be activated with transaction SFW5.

2) Install TREX Server
The Customer Search relies on an index that is hosted on a TREX server in your system landscape. If not already in place the TREX server must be installed and connected to your SAP ERP EhP4 system via RFC by your system administration.
More information about how to set up and configure a TREX server can be found here:

  • 1254901 – SES for customer projects on TREX search
  • 1345777 – FAQs Search Engine Service (SES)

3) Create search index for Customers (KNA1)
After that, you have to create a TREX search index for the business object KNA1 (customer). Therefore,

  • Go to transaction SES_ADMIN. Go to Menu > Index > Create/Activate Indexes, and select the business object KNA1 from the list. KNA1 is then added to the Index Monitor list.
  • Mark the line and press the button “Index immediately”. Select “Full indexation”, to export all customer data to the new index.

To keep track of future customer changes and new customers you should ask your system administration to schedule a system job for a “Delta indexation” of the KNA1 index every night, week or so.

customer search SES_admin
 

4) Configure Full Text Customer Search in Sales Documents

  • Go to IMG > Sales and Distribution > Sales > Sales Documents > Define Full Text Search for Customers
  • Mark the sales document types you would like to include the Full Text Search for Customers.

Customer Search configuration 

That is all.

When you now start the sales application with an order type you have maintained the Full Text Search for Customers for, you can use the new fields on the screen:

Full Text Search for Customers final

You can find more information about the Full Text Search for Customers here:

Any questions and feedback are welcome! 

Enjoy and post your experiences with the Full Text Search for Customers!

Best regards,
Dr. Ingo Woesner

Solution Manager
IBU Wholesale Distribution
ISM Trading Industries
SAP AG

P.S. BPX articles about this and other Sales Order Enhancements are collected here:
Sales Order Enhancement Series: Overview

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20 Comments

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  1. Axel Krausen
    Hi Ingo,
    is this functionality also available in the new webdynpro ABAP UIs?

    BTW in my mind the new UIs together with WDP ABAP configurations are one of the most powerful enhancement coming from the EHPs. In combination with a portal all business users can get/see exactly what they need. Nothing more!

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    1. Ingo Woesner Post author
      Hello Mr. Krausen,

      I have checked your question with development, and the answer is yes: this feature becomes available in the webdynpro ABAP Sales Ui when the following conditions are there:

      – you create (not change/display) a sales order in the webdynpro sales UI
      – a SES index for business object KNA1 is created

      In this case a new line becomes visible “Search for Sold-To Party”.

      Unfortunately I cannot post screenshots in here. I will send you one via email.

      Best regards,

      Ingo Woesner
      Industry Solution Management
      Wholesale Distribution
      SAP AG

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      1. Hari Gunda
        Hi Ingo
        What is webdynpro Sales UI?
        I got requirement of creating sales order by WebUI.
        Any standard content  i can use ready made or with less custom changes like ess/mss.
        We are in sap 4.7C but we have bunch of netweaver systems though like portal,mdm,mii..etc.
        Any idea?
        Thaks
        Hari
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  2. Michael Fritz
    Are there any plans on adding search features via TREX in customer service transaction, too?

    I’m thinking of partner search enhancements e.g. when using CpD addresses or searching for service notifications and service orders in general.

    Michael

    (0) 
    1. Ingo Woesner Post author
      Hello Michael,

      I asked a few SD colleagues, and no one is aware of such enhancements. But such enhancements are typically done by SAP Netweaver teams, which are out of my area.

      Best regards,
      Ingo Woesner

      (0) 
    2. Ingo Woesner Post author
      Hello Michael,

      I asked a few SD colleagues, and no one is aware of such enhancements. But such enhancements are typically done by SAP Netweaver teams, which are out of my area.

      Best regards,
      Ingo Woesner

      (0) 
  3. Rajasekar Kandhipati

    Hi Ingo,

    I have followed all the steps indicated above for customer search on Sales order Overview Screen but I am getting always message “Search engine retrieved no hits for this selection” eventhough data is there.

    Can you help me if i am missing any steps here.

    Regards

    Raj Kandhipati

    (0) 
  4. Rajasekar Kandhipati

    Ingo,

    Is this search looking for Account Group 001?? we have our Account group = Z001 for Sold to party.  If it is looking for 001? do we need to make changes to point to Z001??

    Regards

    Raj Kandhipati

    Ingram Micro

    (0) 
    1. Ingo Woesner Post author

      Regarding question 1 “no hits” you probably haven’t created the index.

      Go to transaction SESADMIN, create the index KNA1 (customer) and run a full indexation.

      regards,

      Ingo

      (0) 
  5. Kasper Peters

    Hi Ingo,

    Thanks for the postings. I hope you or anyone else help me.

    We have configured it and works perfectly in ERP.

    But in WEB UI (Customer Cockpit) the option comes available. We get message the results were retrieved but no actual list. How can we resolve it?

    NWBC-EHP-search-problem.png

    (0) 
    1. Ingo Woesner Post author

      Hi Peters,

      I suppose this is because we implemented a popup that displays the actual results.

      Not sure how this works in Web UI.

      I recommend to create a support ticket.

      Best regards,

      Ingo

      (0) 
      1. Kasper Peters

        Dear Ingo,

        I have contacted support:

        Thank you for contacting SAP Active Global Support.

        Apologies

        but this functionality is not available in the standard

        system. It is not

        possible to open the search help by using a key

        combination in the Sales UI.

        Please be aware the lean order interface

        was not designed to replace the VA0*

        transaction identically. It was

        developed as a ‘lean’ version and not all

        functionality from VA01 is

        included.

        Apologies for not having a more

        favourable answer for you.

        In one of your initial posts you stated the below so I assume it would be possible?:

        “I have checked your question with development, and the answer is yes: this feature becomes available in the webdynpro ABAP Sales Ui when the following conditions are there:

        – you create (not change/display) a sales order in the webdynpro sales UI

        – a SES index for business object KNA1 is created”

        I hope you can escalate it?

        Regards,

        Kasper

        (0) 
        1. Ingo Woesner Post author

          Hi Kasper,

          I have just crosschecked with a colleage, and the Full Text Customer Search works both in pure WebDynpro and in NWBC.

          And there is no popup. When typing the first characters in the field the list of results shows below, see screenshot. This also works in the material # field below, but only for thematerial NUMBERS and not for the description (this behavior can be changed in customizing, to consider the description).

          See these screenshots:

          /wp-content/uploads/2015/02/customer_search1_651231.png

          /wp-content/uploads/2015/02/customer_search2_651232.png

          This is what you should check:

          1) Check in SD customizing whether the Fuzll Text Customer Search is enabled for your Order Type

          2) Make sure the Search Index KNA1 in transaction SES_ADMIN is created.

          3) Please crosscheck in VA01 if the Full Text search works. The search needs to be activated PER order document type.

          Best regards,

          Ingo

          (0) 
          1. Kasper Peters

            Hi Ingo,

            Thanks for your quick reply. Appreciate this.

            What I am referring to is not the “Sold to Party” field. Below that field, you have the field Search for Sold to Party. It comes visible when you do the customizing. If you enter “TEST” there (select fuzzy search from button next to it), I get the popup stating x hits found. But no option to select the one. The first screen looks like to me dropdown functionality, not related to the full text search for customers.

            In ERP it’s working, can you check if you search in that other field you get actual hits or only the message (as I do).

            Thanks. Kasper

            Edit: Customization is ok, because it’s working in ERP.

            (0) 
  6. Kasper Peters

    Just wanted to note in a new post that my issue has been resolved. Thanks to your SAP collegues.

    It seems that we have a copy of configuration LO_OIF_SDOC. But it should have been a copy of configuration of LO_OIF_SDOC_EHP5 (From EHP5 on this is used in our standard application and provides more functionality than LO_OIF_SDOC.)

    The reason is that in the standard application we do not have the needed dialog box defined.

    Because we wanted to avoid creating new copy, as suggestion by SAP, we added the missing dialog box in our configuration. After doing so, it worked!

    dialog box config.png

    (0) 
  7. Yohanes Purbaya

    Hi Ingo,

    Nice article 🙂

    I would like to check with some experts here, we are using TREX for customer search, would it be possible we do the search in VA01 using TREX by filtering Account Group field in table KNA1? The problem is, in our business scenario, we maintain same customer names in KNA1 with different number ranges, we group it by Account Group.

    Thanks in advance,

    Yohanes

    (0) 
    1. Ingo Woesner Post author

      Hi Yohanes,

      I wish I could answer this question, but as far as I remember (and this feature was released 8 years ago…), this capability was never discussed.

      There is also no one here anymore who I could ask quickly.

      Why don’t you create a customer ticket in prio low and ask the support? There are the experts now.

      Best regards,

      Ingo

      (0) 

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