Automatic creation of Follow-up document

Hi,
I have a requirement to create a sales order automatically from a quotation once the status of the quotation is changed to 'released'.
Can I use any standard SAP defined actions to achieve this functionality?
If there is no standard actions defined for this; can you suggest a solution with minimal customization or may be changing any existing defined actions?
Best Regards,
Kunal

Hi Kunal
SAP Standard workflow should be able to handle this for you.
Regards
Arden

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Automatic creation of MS Word Documents within a Report

Dear Experts,
within my report which creates automatically activities in a background process I have to create MS Word Documents and
attach this Word Documents to the Activity.
The Word Document does have a Logo and the text is changing with every Activity created.
What would be the best technical solution for the creation of this word documents for my report?
Best Regards
Oliver

Hello, I have found out what was the problem. In the end I have used method EDITREPLACE and not WW2_EDITREPLACE and I put the method EDITREPLACE more to the end of my ABAP Code:
REPORT z_prueba_oliver.
TYPES: BEGIN OF ty_partner,
             nif            TYPE bu_partner,
             name_org1      TYPE bu_nameor1,
             conting_com    TYPE c LENGTH 2,
             fecha_efecto   TYPE zbufecha_ef,
             END OF ty_partner.
DATA: lt_partner1     TYPE TABLE OF ty_partner,
             ls_partner1     TYPE ty_partner,
             lv_file_save_as TYPE c LENGTH 40,
             lv_contador     TYPE n LENGTH 3.
* Include necesario para la declaracion de objetos OLE2
INCLUDE ole2incl.
* Declaraciones para la llamada a WORD.
DATA zword TYPE ole2_object.
CLEAR zword.
ls_partner1-nif = 'X7510034M'.
ls_partner1-name_org1 = 'Razon Social 1'.
APPEND ls_partner1 TO lt_partner1.
ls_partner1-nif = 'X7510034M'.
ls_partner1-name_org1 = 'Razon Social 2'.
APPEND ls_partner1 TO lt_partner1.
ls_partner1-nif = 'X7510034M'.
ls_partner1-name_org1 = 'Razon Social 3'.
APPEND ls_partner1 TO lt_partner1.
ls_partner1-nif = 'X7510035M'.
ls_partner1-name_org1 = 'Razon Social 4'.
APPEND ls_partner1 TO lt_partner1.
ls_partner1-nif = 'X7510035M'.
ls_partner1-name_org1 = 'Razon Social 5'.
APPEND ls_partner1 TO lt_partner1.
LOOP AT lt_partner1 INTO ls_partner1.
AT FIRST.
    CREATE OBJECT zword 'WORD.BASIC'.
* Se abre el fichero que contiene la plantilla de la carta
    CALL METHOD OF zword 'FILEOPEN'
      EXPORTING
      #1 = 'C:DOCSPRUEBA_1.DOC'.
ENDAT.
* Se selecciona todo el texto del archivo PRUEBA_1.DOC
CALL METHOD OF zword 'EDITSELECTALL'.
* Se copia el texto seleccionado al portapapeles
CALL METHOD OF zword 'EDITCOPY'.
* Se crea un documento nuevo, al que WORD llama documento1
CALL METHOD OF zword 'FILENEW'.
* Se pega el texto del portapapeles a documento1
CALL METHOD OF zword 'EDITPASTE'.
* Posicionar al principio del documento
CALL METHOD OF zword 'STARTOFDOCUMENT'.
* Posicionar al principio del documento
CALL METHOD OF zword 'STARTOFDOCUMENT'.
* Se selecciona todo
CALL METHOD OF zword 'EDITSELECTALL'.
* Se borra la selección
CALL METHOD OF zword 'EDITCLEAR'.
* Se incorpora el texto original de PRUEBA_1.DOC
CALL METHOD OF zword 'EDITPASTE'.
*IF ls_partner1-conting_com is initial.*
   *CALL METHOD OF zword 'EDITREPLACE'*
    *EXPORTING*
    *#01 = '#linea2y3#'*
    *#02 = 'de la cobertura de Accidentes de Trabajo, de los siguientes código de cuenta de cotización (CCC):'*
    *#03 = 0*
    *#04 = 0*
    *#05 = 0*
    *#06 = 0*
    *#07 = 0*
    *#08 = 0*
    *#09 = 0*
    *#10 = 1*
    *#11 = 0*
    *#12 = 1.*
*else.*
     *CALL METHOD OF zword 'EDITREPLACE'*
    *EXPORTING*
    *#01 = '#linea2y3#'*
    *#02 = 'de la cobertura de Accidentes de Trabajo y Contingencias Comunes, de los siguientes código de cuenta de cotización (CCC):'*
    *#03 = 0*
    *#04 = 0*
    *#05 = 0*
    *#06 = 0*
    *#07 = 0*
    *#08 = 0*
    *#09 = 0*
    *#10 = 1*
    *#11 = 0*
    *#12 = 1.*
*ENDIF.*
*CALL METHOD OF zword 'EDITREPLACE'*
    *EXPORTING*
    *#01 = '#codprov#'*
    *#02 = ls_partner1-nif*
    *#03 = 0*
    *#04 = 0*
    *#05 = 0*
    *#06 = 0*
    *#07 = 0*
    *#08 = 0*
    *#09 = 0*
    *#10 = 1*
    *#11 = 0*
    *#12 = 1.*
CALL METHOD OF zword 'EDITREPLACE'
    EXPORTING
    #01 = '#nomprov#'
    #02 = ls_partner1-name_org1
    #03 = 0
    #04 = 0
    #05 = 0
    #06 = 0
    #07 = 0
    #08 = 0
    #09 = 0
    #10 = 1
    #11 = 0
    #12 = 1.
* Se reemplaza el campo #nomprov# con el valor de la tabla interna.
CALL METHOD OF zword 'EDITREPLACE'
    EXPORTING
    #01 = '#FECHA_EFECTO#'
    #02 = '10 de Junio de 2010'
    #03 = 0
    #04 = 0
    #05 = 0
    #06 = 0
    #07 = 0
    #08 = 0
    #09 = 0
    #10 = 1
    #11 = 0
    #12 = 1.
lv_contador = lv_contador + 1.
CONCATENATE 'C:DOCS' 'PRUEBA' lv_contador '_' sy-datum '.DOC' INTO lv_file_save_as.
* Se cierra el documento activo, documento1 con opción de salir sin salvar
CALL METHOD OF zword 'FILESAVEAS' EXPORTING #1 = lv_file_save_as.
* Se cierra el documento activo PRUEBA.DOC con opción salir sin salvar
CALL METHOD OF zword 'DOCCLOSE' EXPORTING #1 = 2.
AT LAST.
*   Se cierra WORD
    CALL METHOD OF zword 'APPCLOSE'.
*   Se libera el objeto ZWORD
    FREE OBJECT zword.
ENDAT.
ENDLOOP.

Automatic creation of FI & Co Documents

Hi All SD Gurus
I want to block the automatic creation of Accounting (FI) and Controlling (CO) documents when I create a Billing Document (F2). Can anybody help me in blocking this automatic creation ? I will do 'Release to Accounting' by selecting the Billing Documents by VF04.
Thanks & Warm Regards

Dear Anil,
As suugested by others, it is Billing Block in Billing Type configuration, which will not allow automatic posting to FI. T.Code fr Billing Type Configuration is VOFA.
Regards,
Rajesh Banka

Disble the creation of follow up document

Hi Experts,
I have a requirements that would not allow user to create any follow up documents from the quote if the quote status is not approved.
I am looking for some ideas on how to accomplish this and would really appreciate any inputs.
Regards,
-- Jamie.

Hi Kunal
SAP Standard workflow should be able to handle this for you.
Regards
Arden

Automate creation of Intercompany billing document

Hello All,
We have a requirement to automate the intercompany billing document to be created whenever F2 billing document is created ( without using VF04).
Any input regarding this will be greatly appreciated.
Thanks,
Nagaraju

After goods issue has taken place, you can process the delivery for billing. You can create the billing documents just like any other billing document on the Billing screen:
for a single billing document with the menu path Billing document ---Create.
for several billing documents with the menu path Billing document -
Billing due list.
The delivery may have to be processed for billing twice.
The delivering plant processes the delivery to create an intercompany billing document (billing document type IV) for the selling company. This company code posts invoice entry for this billing document.
The billing document is automatically billed to the internal payer that is assigned to the sales organization. The intercompany charges that appear in the intercompany billing
document represent the actual amount that the delivering plant is charging the sales organization.
If the selling company is selling the goods to a customer, it processes the delivery to create an invoice for this customer. The system can take the prices from the order or determine new prices. It takes the quantity to be invoiced from the delivery.
The billing due list for the intercompany invoice is generated after the customer invoice has been created.

SRM 7.0 PCW. Follow-on document creation

Dear experts: we are in SRM 7.0 and have implemented PCW with approval at item level. Our end users want to have automatic follow-on document creation inmediatlly after SC item approval. However, as per standard SAP SRM, they have to wait untill all levels for all items have been approved.
One example will illustrate: A shopping cart with two items. Due to the threshold, item1 requires only one level of approval, while item2 requires two levels. Both items will result in a dfferent purchaisng document in the backend system in a classic scenario: Item1 will result in a PReq, while item2 will result in a Purchase Order.
Once first level for the two items have been approved, would it be possible to generate the follow-on document for the first item as no further approval for this item is needed is needed?
Our end users are familiar with Preqs in MM, where item approval process is done at item level and the follow-on document can be created even when the other items in the PReq are not yet approved.
Thanks in advance for your valuable help.
Regards
Valentí

Hi,
No, this is not possible, once all the item in a SC approved, then only system will create a follow-on-documents. As per your scenario , item1 will still wait until item2 gets approved. This is standard.
Saravanan

Create Follow-up document from Service Contract automatically while saving

Hi,
In CRM 4.0, under the Service secnario, Service Data for Service Contract is related to --
1. Interval value
2. Period
Based on these parameter values how to generate the corresponding follow up documents automatically while saving the parent doucment(i.e Service Contract).
For ex, Interval = 6 , Period = 36, then all the 6 docs should be genarated at once while saving the Service Contract.
Please Advice.
Regards
Deb

Hi
Yes , manually executing the Action through PPF.
But the requirement is to generate the subsequent docs at once while saving the Service Contract i.e the corresponding Action should also triggered automatically.
Please Advice.
Regards
Deb

Creation of a follow-up document

Dear experts,
In the Web IC, I would like to create an activity as a follow-up document of another contact.
In the "Follow-up" block, I select my transaction type and then click on the "Follow-up" button.
Then I can access my new contact by clicking on the link In the "Activity Clipboard.
But I'd like to access my new activity directly when I click the "Follow-up" button. The click should launch the creation of the activity.
Does anybody know how to customize this?
Thanks a lot for your helpfull information.
Pascale

Hello Pascale,
"Follow-up" button is present to enable a quick creation of follow up.
That is end user can just input those limited fields, and click on this button to create the document without going into the detail.
And at the same time, standard IC do provides another link to the detailed follow up documents to enable user add more detail.
The link "Follow-up Details" can realize such purpose and should be the one you are asking for.
The steps are:
- select the transaction type in the drop down;
- click on "Follow-up Details" link, this lead to another page of the detailed activity creating, only at this time the activity is being created;
- click on the Back button without save, you will return to the previous screen, and get the link in Activity Clipboard for future access;
Hope I have understood your requirement correctly!
Hongyan

Automatic creation of a Material Ledger document

Hi,
I need to automatically create a Material Ledger document with reference to a material and split valuation code, there are BAPI or Function that may I use?
Thanks
Gianmario Belotti

Hi,
First of all you should maintain transaction OMS2 to allow quantity & value update for the material type & valuation area
otherwise it is not relevant for material ledger.
Regarding how you have to activate the split valuation for a material, please keep in mind the following:
if no valuation category has been assigned to a material (MBEW-BWTTY is blank), and you wish to assign multiple valuation
categories (split valuation) to this material, then the material must not have linked documents and the stock must be zero for both
the current and previous periods.
If you make an attempt to assign a valuation category for this material, error message M3194 will be raised.
Please check the attached note 30656 concerning limitations associated with changing the valuation category.
Please also check note 155874, which outlines what must be performed in order to change the valuation category.
regards
Waman

Configure the automatic creation of accounting document while billing

Hi,
Could you telme where to find the customization where you configure such that
triggering of automatic creation of accounting document takes place during billing itself.
Regards
anil.

Hi Anil,
In VOFA Document type in General contrlo is related to Accounting Document.If it is blank the system Automatically pics RV as accounting Document.
If posting Block is Ticked then Automatic posting will not happens.
You need to pass to Accounting in VF02 and release for accounting(Green Flag)
Regards,
Reddyy

Backgorund job for automatic creation of billing document

Dear All
Could you advise me on how to set up a bacground job for automatic creation of billing document?
Thanks and regards,
Sylwia

In standard, you cannot generate automatic billing but you can set date and time so that you can generate invoices at the specified time in bulk. The TCode to achieve this is VF06.
thanks
G. Lakshmipathi

Bacground job for automatic creation of billing document

Dear All
Could you advise me on how to set up a bacground job for automatic creation of billing document?
Thanks and regards,
Sylwia
Edited by: S. KOWALSKA on Jan 12, 2009 10:12 AM

Dear Sylwia
Please dont post the same question in multiple threads. You are receiving feedback in the other forum. Check this link
[Backgorund job for automatic creation of billing document |Backgorund job for automatic creation of billing document;
thanks
G. Lakshmipathi

Automatic creation of billing document

Hi all,
i want to automate creation of billing document for all the deliveries for which PGI done.
i think we have to define a job which will call VF04.
my question is when we do VF04 manually, we have to give selection criteria like sales org etc and then it displays the list of all the deliveries and then we have to select the deliveries manually and press collective billing/individual billing.
so when the batch job calls the VF04, how will the batch job tells VF04 to select all deliveries and generate the invoices.
regards
sachin

Hi Sonu,
Go to VF04 and provide the inputs in the selection screen. Now save this as a variant.say ZZ_INV_DUELIST
After saving the variant, find the program name of the tcode VF04. This can be found by going to System----Status in the menu. The resultant screen will have the program of the tcode VF04. Lets say it is BILLDUELIST
Now go to SM36. Give some name for hte job name and click Step button
Here you have to give the program name(BILLDUELIST) and the variant name(ZZ_INV_DUELIST). Here you can also configure whether the job should run immediately or in some schedules.
Once this is done, you can create a delivery and then run this program in SM37. Now you can see the log of this program. It will tell you that the invoice is created
Hope this helps

Automatic creation of billing documents

Hi all,
i want to automate creation of billing document for all the deliveries for which PGI done.
i think we have to define a job which will call VF04.
my question is when we do VF04 manually, we have to give selection criteria like sales org etc and then it displays the list of all the deliveries and then we have to select the deliveries and press collective billing/individual billing.
so when the batch job calls the VF04, how all the deliveries are selected and the selection criteria taken into account by the batch job,
regards
sachin

hi,
thanks for the reply.
my mian question was when the batch job calls the VF04 and the slection criteria is filled using variants, then the list of deliveries is called up by VF04. my question is how will the batch job select all the deliveries for invoice creation beause whn we run the VF04 witout bathc jb ,we need to select the deliveries for billing (either collective or individual)
reards
sachin

Call List and Creation of a Complaint as a follow-up document

Hi Experts,
I have a basic question in reference to the Call List Functionality of SAP CRM 7.0. We have to generate a list to measure the satisfaction of our customers. In this cases it is possible that the customer is very unsatisfied with the provided service and wants to open a complaint. Now my question is, if it is possible to open a complaint in the form of a follow-up document of the call list (so that the data of the customer is directly copied from the call list to the complaint - I am talking about data like Business Partner ID, etc.).
Is that possible? What is the customizing I have to do to make this possible? What are the basic steps?
Best Regards
Oliver

Hi Oliver,
Don't know if I understand correctly the question, but if it helps, here's my opinion.
Normally, we create every call of a call list associated with a document... a contact/interaction record.
So, for your scenario, I would try to create 'complaint' as follow-up document of that contact.
Then the agent makes the call and:
- If the customer don't answer or don't want to complaint, just close the contact with the respective reason
- If want to answer and have a complaint, the agent create a follow-up document of complaint type, and fill with the respective information.
Hope that helps you a little more.
Kind regards,
Garcia

Automatic creation of Follow-up document

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