In CRM Interaction Center it is possible to integrate business transaction:
When setting up a business transaction profile for your IC Webclient business role, first it is necessary to decide if you want to use
- separate interaction record: main business transaction is not sales-specific or service-specific
- one document scenario: mixed document
For background information on those two scenarios, check note 669072.
If you want to set up your business transaction profile but your business transaction is not offered for selection in the popup, check KBA 1770103.
If the confirmed business partner are not add as partners to your business transactions, check KBA 1847536.
For steps to enable creation of a FollowUp Transaction check Online Help and KBA1781481 for troubleshooting.
Due to this integration, sometimes it is difficult to identify the right component for notes/KBA search and support messages: KBA