Activity Journal on Transaction
I have created a new Activity Journal Template Type and Activity Journal Template. This was assigned to Activity Type (Transaction Type - 0020 "Business Activity for Products"). The system determined the Activity Journal.
However, then i copied this Transaction Type and created a "Z" transaction and followed the same process for creating Activity Journal. However, the system is unable to determine the Activity Journal.
Any idea or help?
Hello Jaideep,
Refer to SPRO path SPRO>CRM>Transactions>Settings for Activities>Activity Journal..
Settings for Activity Journal
Use
Item categories required for activitiy journals
Requirements
If you have created an activity journal with a template and template type in CRM Mobile, and wish to upload it to CRM Enterprise, you should note the following:
In CRM Enterprise, you need to use a transaction type with the item categories ACT0, ACT1 and ACT, in order to use activity journals in the system. It is important that you assign all three item categories to the transaction type. If you do not use these item categories, the Activity Journal tab page will not appear on the interface or you will not be able to use specific fields in the activity journal.
The following item categories are delivered with the standard configuration, and are already assigned to the standard transaction type, Activity with Products (0020) for activity journals. If you wish to use another transaction type, you need to assign the following three item categories to it:
ACT0: the sample has been returned by the physician
This corresponds to the Returns field in the activity journal. This field appears in the activity journal template type wizard by default, regardless of whether this item category is assigned. However, you can only use the Returns field in the activity journal itself if the item category has been assigned.
ACT1: the customer, for example, the doctor, has requested more samples, and the sales representative did not have them. The sales representative then requests that backoffice sends the samples.
This corresponds to the Request field in the activity journal. The same applies as for the above item category, ACT0.
ACT: default item category if the above two categories are not applicable, for example, if the samples were given to the physician or were discussed, and no samples were returned or requested.
Hope this helps!
Regards,
Shanthala Kudva.
Similar Messages
-
Activity Journals Type modification with CRM : which transaction
Was before How can I manage SMODOTDEF and SMODOTATT ?
Please see from post #4
Hello !
I have a problem with the data stored in SMODOTATT (Documentation: Used Fields per Documentation type), related to SMODOTDEF (Documentation Type Definition).
Where can I manage the Documentation Type, via an application (MSA/MSY) or a transaction ?
Thanks and regards,
FrançoisHi Vadim,
From your link I looked from Activity Journal for CRM 4.0SR1 (true I forgot to mention the version before) and got this link :
http://help.sap.com/saphelp_crm40sr1/helpdata/en/af/3ab23af01b4521e10000000a11402f/frameset.htm
Unfortunately, it doesn't tell about Template Type modification, because for me the fields in the tile are in gray, and not modifiable (-> ReadOnly). I tried also in another environment, the same 'problem' occurs (note that I haven't tried yet to create a new template type).
Maybe the maintenance can be done via CRM, what do you think of it ?
Regards,
François -
Combo box in activity journal reporting
Hi!
I have made settings in IMG -> Customer relationship management -> transactions -> Activity Journal -> Industry-Specific Fields. So instead of upside, downside etc it is now only a yes/no field.
This works fine on the CRM server. But I want to have theses entries on the mobile client. I tried to download some adapter-objects with transaction R3AS4 but no success.
Do someone know the adpater-object or is it working completely different in this case?
Regards,
Michael
PS : SAP CRM 4.0Hello Laura,
The first issue is resolved with Fixpack 1. You can find the download here:
http://service.sap.com/sap/bc/bsp/spn/bobj_download/main.htm
It is possible that issue #2 will be resolved with FP1. I'd recommend testing the behavior after applying the fixpack.
If you still see the problem, then just to clarify issue #2, let me know I have understood correctly:
1. Department web service: refreshes on load, returns list of Depts to SWF
2. Sales web service: refreshes on load, returns total sales for selected Dept in Combo Box.
3. Initializing the SWF file will update the Department list, but sales are blank
4. Once Dept is populated, this should insert the first Dept name into the Sales param to trigger the Sales query
5. Sales does not fire and no data is returned
6. Manual selection of the Dept name combo box then triggers the Sales query to fire
7. Data is returned.
Best regards,
Jon Teopaco -
Activity Journal - Creation of template type and template
Hello Experts,
we need to create a template type and template because we can not use the standard template to see product information in the Activity Journal.
Where in Customizing can i define template type and template and which are the steps to do it. For our activity journal we need to see only the fields:
1. Product ID
2. Product
3. Notes
The rest of the information is not necesary. The SAP Note 1261860 describes exactly the problem we have but we are not able to generate template and template type.
Best Regards
Oliver SchultzeHi there
For generation of template for Activity so that you can see the Product info,u just need to generate the Index in SPRO
Go to IMG and there within the transaction types you can locate the index i am speaking about to generate.
Here is the path-->IMG->CRM--->Transaction ->Basic Settings->Settings for Activites->Activity Journal--->Activity Standard Template Type
Here you give your desired language in which you want your template to be created.
As soon as you genarte that you will be having product info on your Activity screen
See this arrangement is client specific only so if you are say in sandbox or dev or qual or prod.u need to do this setting seperately in each client.
Hope you got what i said.
Cheers
Ashish -
Empty activity journal template
Hi experts,
can anybody guide me hw to Create empty activity journal templates which enables to report on activities that are not directly related to products such as discussion with customer.
thanks in advance
ShridharTo configure activity journal for the selected business activity do the following:
1.Create activity journal template type (Using Wizard)at easy access -> Activities-> maintian activity journal template type
2.Create activity Journal template (Using Wizard) at easy access -> Activities-> maintian activity journal template
3.Item category determination for the transaction type in SPRo
4.Open the activity check the activity journal.
regards
satish Kumar
*-Reward points if found helpful. -
Activity Journal Template missing
Hi
To configure Activity I have done required settings & earlier I was able to see activity journal template in activity transaction.But now I am not able to see any template in activity journal tab.
Can any one help me.
Regards,
NatashaHello,
Please check in Define Activity Journals (T Code:CRMM_JOURNAL )
We define Start date & End date for a Activity Journal Template type.
Activity Journal Template is a time dependent.
With Best Regards,
Rajendra Sonawane -
Activity with Activity Journal vs. Complaint
We are looking at implementing a process to record when our customers call in with product issues. Can someone please tell me if it is better to use the Activity transaction with the activity journal for products or use the Compalaint transaction? What is the benefit for each?
Hi,
I guess that using activity journals there is a much better integration to BI - how many customers did have problems with which products.
But using complaints this would be the "normal" way. This is a standard service process which supports follow-up processing like credit memo or service orders for replacing respectively repairing objects.
Also in activity journals there you don't have any FI-CO integration which you will have for complaints.
Regards,
Wolfhard -
Table Linking Activities with Activity Journal
Hello All,
I need to know the table link between the activity number and the details like material code, material description which is stored in the activity journal of the transaction type.
Kind Regards
AtulHi Benoit,
Thanks for the prompt reply, I have a transaction type where I have configured activity journals, in the activity journal I have entered my material no, I need to get the table link between my activity number and the material no.
I am attaching a screen shot for your reference, the first screen shot pertains to attaching the product code in the activity journal assignment block
The second screen shot pertains to entering the material code
I need to know the table link between the activity number and the product id, the above tables which you gave do not store the product details, hence please advice further.
Kind Regards
Atul -
Activity Journal not available in MSA
Hi,
Can someone please advise how to replicate AJs to mobile. Created an Activity Journal Template Type, assigned a Template, released it and I'm able to see the Activity Journal in the Maintain Activities transaction in CRM-Online, using the corresponding Transaction Type of MSA. But when I download the activity to mobile, I cannot see it attached to the activity.
Thank you,
Sebastiaan.Hi,
did you already check the local IDES database - table smodotdef?
Anyway there were lots of filters valid for displaying journals along with activities, e.g.:
- validity date (check activity date!)
- process type (must fit with activity type)
- distribution channel defined for template (check distribution channel of activity e.g. from related business partner)
Hope this helps.
Regards,
Wolfhard -
Activity journal - copy products - problem
Hi,
I have problem with copying products from Activity Journal in Activity to follow-up activity (also to AJ).
I configured items copying, documents type copying, determination of item categories while copying,
and no products are copied from one activity to follow-up.
Can you tell how to do it?
Regards
Radekhi
that is because you are now creating your activity using follow up utility
try using actions and in action profile use processing type as method_call
there use parameter copy_document
and therein you create a container
and give initial, value inside it as the follow up transaction type you want to create from original transaction
then attach this action profile to your transaction
and in SPRO also do the copy control by mat ching the source and destination for copying the irem level categories
you can either create your Z action or use standrad action called Business activity
this will do what you want to do
best regards
ashish -
Activity Journal data table storage
Hi experts,
I would like to know in which table data from Activity Journal are stored:
Material number
Material description
Product group
Qty Samples
Discussed
thanks for your help,
Regards,
AldoHi
ID of activity template CRMD_ORDERADM_H field OBJECT_ID
Business transaction type
CRMD_ORDERADM_H field PROCESS_TYPE
Transaction description
CRMD_ORDERADM_H field DESCRIPTION
Actual date from SCAPPT field DATE_FROM
Actual time from SCAPPT field TIME_FROM
Actual date to SCAPPT field DATE_FROM
Actual time to SCAPPT field TIME_FROM
Object status CRM_JEST field STAT
Priority of the activity
CRMD_ACTIVITY_H field PRIORITY
Category of the activity
CRMD_ACTIVITY_H field CATEGORY
regards
manohar -
Activity Journal / Products
Hello .
In CRM 7.0 we decided to use Activity Journal / Products in order to track products on activities . Working well .
We want to load some activities from an external system (Excel files,.... ) , can we use a standard SAP RFC/BADI or other technique in order to populate the Activity Journal and Products when we load the activities .
Thank you .
Edited by: Christophe Schutz on Feb 16, 2011 11:58 PMhi
that is because you are now creating your activity using follow up utility
try using actions and in action profile use processing type as method_call
there use parameter copy_document
and therein you create a container
and give initial, value inside it as the follow up transaction type you want to create from original transaction
then attach this action profile to your transaction
and in SPRO also do the copy control by mat ching the source and destination for copying the irem level categories
you can either create your Z action or use standrad action called Business activity
this will do what you want to do
best regards
ashish -
Activity Journal mapping in BAPI_ACTIVITYCRM_CHANGEMULTI
Hi All,
I am trying to map the Activity Journal tab in the activity using the bapi BAPI_ACTIVITYCRM_CHANGEMULTI and the parmeter journal .But i could find only very less feilds in this structure.
It will be great if some one could through some light into this on how to map this parameter.
I am able to trigger other parameters like status , text and date.
Thanks in advance.
AnoopHi Raviraj,
Try using the Function module - CRM_ORDER_MAINTAIN. You need to pass the CHANGING parameter - CT_INPUT_FIELDS. This should contain all the fields that you want to change.
After this you need to call the FM - CRM_ORDER_SAVE and then call the BAPI_TRANSACION_COMMIT.
Regards,
Prabhas. -
Field selection in activity journal
Hi,
I have a problem in Activity journal in CRM Activities.In activity Journal I created template type and template and also I maitained field selection as REMARKS in attributes tab page of the template type.Now I want to maintain one more field in attribute tab page of the template type.I tried to maintain the another field in field selection but I am unable to maintain another field.Can anybody help me out to solve this problem.Thank you.
Regards
NagarajuHi Sunita,
First of all thanks for your solution.
My requirement is at time of template type creation I want to add one extra field name which is not there in the attribute tab of activity journal.I have not yet created any template and template type.Plz tell me how to add extra field name in the attribute tab.
Regards
Nagaraju N -
Authorization for creating activity journal template
I have log on with salespro role in CRM 7.0.When I try to click the link in UI for creating activity journal template.
It said that I don't have authorization.
Could I ask where to control this authorization?
I thought this should include in the authorization for salespro.
ThanksHi Jiao,
Just Check the PFCG role assigned to Salespro role is having authorization for object CRM_ACTJNL
Regards,
Dipesh.
Maybe you are looking for
-
Every time I have to upgrade iTunes it gives me this messege:'The default location for this file is in the "iTunes" folder in the "Music" folder.' the file should be there but I don't understand why it does this every time Apple upgrades the Itunes l
-
Problem in importing software component
Hi I created a software component,when i tried to import it into repository, i am getting following error Communication with JMS server failed Repeat the last action. If the problem continues to occur after multiple attempts, contact your system admi
-
Hello, I used to have a separated branch office with its own application/db standalone server, and about 15 users locally configured on that server... Recently we implemented a Microwave connection (25 Mbps) between the main and branch office, joined
-
Is there any way to re install Mac OS X 10.7.0
The 10.7.5 update has killed my computer and while trying to get to my time machine backup (which stopped working after the update), I saved files which made my backups disappear. The only solution is to start over with 10.7, but I cannot get a copy
-
Hi, Is there is a feature within PeopleSoft HRMS that would allow us to create a sign in sheet/visitor log that will in turn be used for a query later? Our Benefits department doesn't want visitors to be required to login to PeopleSoft since most are