Common follow-up task for multiple lead transaction types

Hi Gurus,
Happy New Year.
I am creating 3 lead transaction types as per the business requirement and i want to use common lead follow-up task for all three Lead transaction types.  My question over here is what are the problems if i use common follow-up task for multiple lead types.
Thanks and Regards,
Arun

Hi DJ,
Thanks for the Quick response....
comming to your questions,
1. As of now i am planning to use same number ranges for 3 lead transaction types.
2. Yes these lead types are user specific. first two lead transaction types will be seen by User A , and Lead Type 3 will be seen to User B.
please suggest me how to go on.
Awaiting for your response.
Thanks and Regards,
Arun

Similar Messages

  • Execution of Task for multiple posting period

    Dear Experts,
    As i have seen it is compulsory to punch posting Period value in Permanent Parametere, Is there any possibility to exeucte Task for multiple period at a time.
    Thanks
    Ritesh M

    Yes, there is such a possibility. But it requires EhP2:
    http://help.sap.com/erp2005_ehp_02/helpdata/en/45/2b650d4ad46d95e10000000a114a6b/frameset.htm

  • Which of the following is required for multiple Company Codes assigned to s

    Which of the following is required for multiple Company Codes assigned to same Company ?                                   
    Same Chart of Accounts                                   
    Same Currency                                   
    Same Fiscal Year

    hi,
    if multiple companies are dependent on each other then you have to follow the below as same for all companies.
    Same CoA
    Same ItemMaster Data
    Same WareHouses
    Same BP Master Data
    Same Currency
    same fiscal year
    and few more master datas which ever necessary.
    if they are independant on each other then no need to maintain the same codes.
    regards,
    varma

  • EBS - Electronic Bank Statement Multiple Posting Rule for One External Transaction Type NTRF

    hello SAP Gurus,
    I'm configuring EBS - Electronic Bank Statement. My requirement is for Bank External Transaction Type NTRF <for Incoming Payment> I want to assign 2 posting rules for Posting Area 2 that is Sub-Ledger posting viz. <1> For the payments received from Customer which should clear the Customer Open item since it is bill to bill exactly matching the open line item and <2> For the payments which should not clear the Customer Open item since i know that they are not bill to bill and only partial against the original line item
    Is this possible? if yes then how?
    Currently, SAP allows only one assignment like one external transaction type NTRF => one Posting Rule <either clear the sub-ledger-system picks FB05 or just post on Sub-ledger so that not to clear - system uses FB01 >
    Journal for Posting Area 2:
    Bank Clearing Account Dr
       To Customer Account Cr  <either set this to clear with original invoice / or just post on customer so as to clear/handle it manually later on once paid fully>
    So, what is the solution; how can i differentiate my incoming whether fully payment or partial payment; since bank statement always tag it to external transaction type NTRF always for any incoming payments !
    regards,
    `raj. 

    Hi,
    You cannot create separate rule with sub ledger postings while executing electronic bank reconciliation.The reason is your bill to bill transfers should posted to bank sub ledger account first and then you can write a BDC to clear sub ledger account.Otherwise use F.13 to clear the sub ledger account.
    Regards
    Chrishantha

  • An Invalid Setup has been detected for the current Transaction Type in AME

    Gurus,
    I am constantly getting an error An Invalid Setup has been detected for the current Transaction Type in Approvals Management
    My client have 3 units say A,B,C. A requirement is such that whenever a vacancy is created, an approval should be sought from units HR manager.
    I have created a dynamic query for this and it is working fine for first two units say A & B. i.e. whenever somebody from unit A or B creates a vacancy it is correctly fetching the
    respective units managers. But, this whole AME is not working for unit C. An error pops out which says *An Invalid Setup has been detected for the current Transaction Type in
    Approvals Management* . Can anybody tell me what can be the issue?
    Edited by: 919527 on Aug 8, 2012 12:40 AM
    Edited by: 919527 on Aug 8, 2012 12:41 AM

    Solved it. The cursor wsa fetching two rows in plcae of one.

  • One SendMail task for multiple sequence containers

    Hi,
    Quick question, hope someone can help.  
    I have multiple sequence containers in my package.  I only want to have one sendmail task for the failure/completion of the package.  If I put the sendmail task in the last sequence container and the first seqence fails, the sendmail task will
    not be reached and therefore, no email will be sent out.
    Is there a way to have one sendmail task for all the sequence containers and allow it to send mail regardless of what sequence fails/completes?
    Many thanks
    P

    Hi,
    Just as Visakh suggested, we can use Event Handlers with Send Mail Task when an error or a warning occurs or when a task fails in the package. For more details, please refer to the following steps:
    Go to Event Handlers tab, choose OnError in the Event handler drop-down list.
    Drag a Send Mail Task.
    Configure SmtpConnection and other details except MessageSource.
    Go to Expressions tab and then expand this, then click on browse button this will open Expressions designer.
    Choose MessageSource under Property window and then again.
    Click on browse button this will open the second editor, the Expression Builder.
    Then substitute values in Expression window like below:
    "XYZ Job Failed"+"!"+"\n"+"Error Details:"+"\n"+"On Server – "+ @[System::MachineName]+"\n\n"+"Package Name
    –+@[System::PackageName]+".dtsx" +"\n\n"+"Task Name(Task where job failed ) – "+ @[System::SourceName]+"\n\n"+"Task Type(SSIS Component)
    – "+@[System::SourceDescription]+"\n\n"+ "Error Description -"+@[System::ErrorDescription]+"\n\n"+
    "Error Code – "+(DT_WSTR, 12) @[System::ErrorCode]+"\n\n"
    References:
    Integration Services (SSIS) Event Handlers
    SSIS Event Handlers Basics
    If there are any other questions, please feel free to ask.
    Thanks,
    Katherine Xiong
    Katherine Xiong
    TechNet Community Support

  • Separate Analog Input/Output Tasks for Multiple USB-Daq 6008

    Hello, In my application I'm using two separate USB-6008 DAQ devices, they are to be used simultaneously,
    i.e both tasks will start in a same loop, there are both writing to some channels and sampling some data from
    some channels, the problem is, when I'm trying to define a task, via Daqmx base Configuration Utility, I
    sucseed at defining the task, for the first Device, but unable to define nearly same task but for the
    different Device, since the OK button is grayed out (Disable).
    I'm using Labview 7.1 and a NI-Daqmx base ver. 2.0
    Following attachment shows what I'm talking about.
    Attachments:
    daqmxbase.JPG ‏59 KB

    Actually it is not the easiest to use the full version of daqmx is easier, It is also very easy to set this up in MAX (measurement and automation explorer) What version of labview are you using. have you made sure that the device is recognised in MAX and that the device number is correct. i have a couple of 6008 and have run them alot without any trouble so it must be the way you have things setup. Could you post a section of the code that gives  you the error. also try running each device in max with the test panels for each one and see if it works there.
    Joe.
    "NOTHING IS EVER EASY"

  • Actions creating task for multiple partner functions

    Hello Masters,
    Need help in below scenario.
    We are using actions in quotations. Different actions gets triggered as per status of quotation.
    ex: Status: manger approval request: Task to be create with action for manager
        Status: Manger approved: Task to be created with action for Sales employee.
    I have configured action profile. My actions are partner function dependent.
    Partner functions are different for manager and sales employee.
    But when action is getting triggered it is creating task for both partner functions.
    How can I avoid this? Does though we say action is pertner function dependent is it true or it is actually partner function catagory dependant. In my case partner function category is same for manager and sales employee. The partner function category is "Employee"
    looking for your guidence
    Thanks
    Kushal  

    Hi Kushal,
    The partner function category is same - employee and hence it is triggering actions at the same time.
    You may have to see if you can assign a separate partner function category to meet your requirement.
    Hope this will be useful
    Thanks and Regards
    DJ

  • Different sources for different Opportunity transaction types

    Hi Experts,
    We have a requirement where we have two different Opportunity transaction types: Sales and Service Opportunity.
    Now we want to have different surces for these opportunity types i.e. Sales Opportunity Sources should not be viisble in Service Opportunity and vice-versa.
    In SPRO, I checked we can maintain sources but can not link it to a specfic transaction type.
    Any views on how can we achieve this?
    Regards
    Aakshi Suri

    Hi Aakshi,
    You can dynamically determine the follow up transaction types for the sources apart from what is maintained
    in the customizing. It is not the sources that are maintained in the customizing, instead the target transaction types
    are maintained in the sources. So you have to implement your requirement at the source level.
    Regards,
    Leon

  • How to create messages for Validation in transaction type OB28

    Hello All!
    I am creating a validation in transaction type ob28. I have created the first point "prerequisite", second point "Check" and in the third point "Message" I want to put the message number 016 but the next error appears "Entry E ZFI 160 does not exist in T100". How can I create this messages number?
    Thank you in advance!

    Hi Leyre,
    This message applies to a problem with change requests. When creating a message, it's a workbench request that system has to create. Apparently, when you try to create a message, it tries to catch 'tramp' on existing CR which is assigned to a different client in your system. You should try assigning a new CR for this change; you could ask your BASIS team to help you on this.
    Regards,
    Eli

  • 0 records for particular business transaction type in 0CRM_SALES_ACT_1 extr

    Hi experts,
                      I have 2 custom defined Business transaction types in CRM called ZPFS & ZFSR, transactions for these types comes under sales activity module of CRM. Data is available for both the trans types but when I try to extract data for them using 0CRM_SALES_ACT_1, always 0 record comes.
    I have checked other business trans types from the same data source and data is coming for all of them. I tried to execute extractor in debug mode but NOT ABLE TO UNDERSTAND the code. Please help me in this regard.
    Regards,
    Priyanka Joshi

    Hi,
    I am having the same problem for 0CRM_SALES_ACT_1 datasource. Not able to get records for certain transaction type corresponding to interaction records. Can you please let me know if this has been resolved and how?
    Thanks
    Pooja

  • How to stop BDOC generation for a particular transaction type of salesorder

    hi,
    i  want to stop bdoc generation for a particular sales order transaction type ZLEG.
    this order types are not flowing into CRM that i have done,but bdocs for it are still getting generated.
    regards,
    vishesh agarwal

    Hi Vihesh,
    SMW3_00 will only enable you to switch off the creation of ALL BUS_TRANS_MSG BDoc's.
    What you need for your requirments is to filter the data that are sent according to sales order type. For upload to ECC, you can do this by by defining criteria fields for the object in tr SMOEAC. For specific details of how this can be done for sales documents, please refer to notes 502037 (valid for new releases also) and 497434.
    Best regards,
    Brian.
    Edited by: Brian Patterson on Jan 9, 2012 2:50 PM

  • Follow Up and task for Interaction Record

    we have IC Web and need to create Follow up and Task as follow up task  from the interaction record.
    Can you please help me find steps to configure the same,

    Suki,
    I was maybe a little bit too fast:-)
    Goto spro->CRM->interaction center webclient->business transaction profiles.
    There you find some entries, select the business transaction profile that is attachted to your ICweb main profile.
    Here you have an entry trans. type where you can select your interaction record transaction type, this is considered your 'leading' transaction type. A leading transaction type is the transaction that always will be created when an interaction occurs in the webclient. If you created some entries in the copy-control customizing action for your interaction record (let's say trans type= ZINT) like I explained in earlier post, you should check that the same transaction type is used here, the ZINT.
    When you select your business transaction profile you see some options on the left ('Dependent bus trans', 'assign price type and price type list' and 'content management templates').
    Select 'Dependent business transactions'. Here you can enter your transaction types that are applicable for your scenarios, you see four radiobutton options 'Sales', 'Service', 'Lead' and 'complaint'. Here you can choose which transaction type to be used in what scenario. If you enter here your sales order transaction and flag 'Sales' as scenario it should appear in the follow-up dropdownlistbox in the interaction record view. (And is also used as trans type when you select 'sales order' in the navigation bar in the webclient) The same counts for complaints.
    Hope it's a little bit clear now!
    Regards,
    Joost

  • Restricting Follow Up Activities on Lead Transaction

    Hello All,
    I need to restrict certain follow up activities on the lead transaction, I have gone through the forum and found out that the same can be restricted using authorizations
    Following are the posts
    Limit the transaction types by role
    Restrict the transactions type in pop-up when creating a Transaction
    Following are the auth code checks I have performed
    The objects CRM_ORD_LP and CRM_ORD_OP have been set to inactive screen shot attached below
    The transaction type Z002 which needs to be excluded is not maintained in the object CRM_ORD_PR
    For the concerned user only one role is assigned, however when I am creating the follow up activity from the lead transaction, the system is allowing me to create the same, please advice if I am missing some configurations
    I am able to create the activity as per the screen shot below
    Kind Regards
    Atul

    Hi Shobhit,
    Thank you for your prompt reply, I have the following queries appreciate if you could let me know
    For the Object CRM_ORD_LP
    What entry I need to maintain for the activity
    For the object CRM_ORD_OP what entry do I need to maintain for the below three parameters
    a) Activity
    b) Partner Function
    c) Partner Function Category
    Kind Regards
    Atul

  • Transaction type to be used for revaluation

    Hi Sir,
    Question is how to revaluate the asset.
    1.  In oabw, oayr and in ao90 I checked and the posting of gross revaluation in abaw Tty 800 is posted.
    2. It is shown in aw01n.
    Till here It is fine, after that What I need to do.
    Pl Suggest different scenarios.
    Thanks in advance.

    Hi,
    You have been using manual revaluation, please go through following documnetation which will help you to understand. (If you have defined separate depreciation area for revaluation then such area post APC values periodically) or you are using existing depreciation area which post APC values periodically then you need to run periodic posting to post values in FI. IF APC values are being posted realtime for the area which is being revaluated e.g. area 01 then you have already done all activity and not required to do anything else.
    Manual Planning
    If you choose to plan revaluation manually, the revaluation report can still be used to create the depreciation areas required for the individual assets. If you choose, the report does not create a posting session in that case. For planning, use transaction type Rxx (xx = key of the revaluation). The system automatically creates this transaction type when you define the revaluation.
    If you want to post gross revaluation, that is, with the revaluation of historical depreciation (backlog calculation), use transaction type 800. Transaction type 800 is defined in the standard system so that it posts to all depreciation areas that allow for revaluation and backlog calculation in their Customizing definitions. If you want to limit the posting of gross revaluation only to specific depreciation areas, you have to change the Customizing definition of transaction type 800 accordingly (function Areas). Or copy transaction type 800 and change the copy.
    In this instance also, FI documents are not created until the periodic posting of the depreciation area to Financial Accounting is carried out.
    Thanks!!!
    Murlidhar Khatri

Maybe you are looking for

  • Web authentication on WLC fails to redirect when we enter URL i browser

    I have a problem with a customer of mine. We have deployed two new WLC5508 running r7.0.116.0 and AP1142s, also WCS with r7.0.172. When we setup a "Guest Access" we ran into trouble ..... The problem is that we can associate to the SSID/AP and get an

  • Using window.open with a hyperlink

    Below is an example of the code that I am trying to use: <script language="JavaScript" type ="text/javascript"> <!-- function OpenWindow(currentform) var window_feature; window_feature =("height=500,width=500,left=50,top=50,scrollbars=1,resizable=1")

  • On Exit action possible on a question slide?

    I'm using Captivate 6.  My project has branching that occurs "on success" for some question slides, but if the user skips the question (which is allowed in this case) the branching doesn't happen.  On a regular slide there is an On Exit option to ini

  • Date Presentation variable

    Hi, If Date presentation variable (with between operator) returning two values, how to call the first value specifically... thanks in advance. Siva Prasad

  • [SOLVED]No Module named Six

    I got this error when starting deluge. Don't remember doing anything to deluge. Seems to have just broke. I guess that happens magically. Anyway, here's the error: [ERROR ] 23:27:46 ui:168 No module named six Traceback (most recent call last): File "