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Customer Lists – Function and Configuration
In CIS mobile, customer lists are used to control which customers are visible to a user in the mobile
interface.
They allow filtering and scoping of relevant data by role, region, or business context.
Types of customer lists:
- Standard list “My Customers” (based on SAP user roles)
- Dynamic lists based on selection criteria (e.g., classification, sales data)
- Manual uploads (CSV/TXT from external sources)
Configuration options:
- Visibility: public or user-specific
- Based on another list: cascading possible
- Limit: max number of customers per list
- Regeneration: automatic or manual
- Post-filter via ABAP exit: with optional parameter passing
- Sales filter: e.g., top customers over last 12 months
- Open items filter: restrict to customers with receivables
Technical implementation (SAP backend):
- Lists are stored in the SAP standard
INDX table
- Separation of list metadata and user-specific data
- Definition:
SRTFD = CLATxxxxxx
- User assignment:
SRTFD = CLADxxxxxxYYYYYYYYYYYY
- Format: ABAP Import/Export logic with flexible extensions
Upload function:
- File format:
.txt or .csv, one customer per line
- Comments allowed (starting with
* or //)
- Static list – no automatic refresh from SAP master data
Typical use cases:
- Campaign targeting (e.g., customers with declining sales)
- Regional restrictions for field service and sales staff
- Temporary lists for trade fairs or outbound actions
- Integration of external customer sources via upload
Customer lists are a core element in CIS mobile – they enable filtering, reporting, campaign control and
user-specific views.
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