Automate follow up action in opportunity

Hi,
Would like to know the set up required to automate follow up action in an opportunity based on phase change. We are using CRM 5.0
any step by step document would be of great use. you can mail at [email protected]
many thanks
Kumar

Hi Kumar,
You need to follow steps mention below:
1) Create an action defintion to create a follow up document and in that use method 'COPY_DOCUMENT'
2) In action condition scheduling, you have to specify the followup transaction type and scheduling condition as the phase of the project.
Best Regards,
Pratik Patel
<b>Reward with Points!</b>

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How Automatically Create An Activities From Opportunity use the 'Create Follow-up' '?
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hi
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regards
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Follow up action

Dears
What is the follow up action in t code qs51
even in usage decision area we are seeing follow up
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What is follow up action work list and where do we define it?
Regards
Deepak

In simple language Followup action nothing but certain action with be performed if predecessor activity performed.
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thanksfor your reply.
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If you specify a follow-up action in a contract, you must enter a date or a date rule in the Action date field.
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HI
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Hi all,
i got one solution on which i am working
Steps:
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Regards,
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It is applicable for the tasks that you perform in QM notification.
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code group catalog = 2
code group = *
in side select any code froup and then click on codes
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ABGLEICH     Comparison: R/3 notif. w/ SAP
AWE     Change request
CLAIM     Create claim
CLMMAIL     Mail from claim
CLMSIMUL     Create simulation version
DELIVERY     Create outbound delivery
EXAMPL_1     Example (dummy function module)
G_MOVE     Enter goods movements
REP_ORD     Create repair order/dep. follow-up func.
REP_VE     Record decision in repair order
SR_ECR     Create EngChangeReq./dep.follow-up func.
SR_ECR2     Create EngChangeReq./dep.follow-up func.
SR_PCRFL     Document flow for PCR
UD     Record usage decision
VL02     Change outbound delivery

Follow up action in UD

Dear all,
I have assigned mail3 follow up action to UD selected set for rejected lots.system is sending mail to user only .my user needs a list of recipents to be added to follow up action.(by default).What are the settings to do.
thx&regds
prasad

Hi,
Copy the function module in customizing under Quality Inspection -> Follow up action and modify the standard functional module as per your requirement by the help of ABAPer and assign the same functional module to same IMG.
Regards,
Babu.S

Automate follow up action in opportunity

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