Copy control - activity to opportunity

Hello,
Does anybody know how to set value on a field on opportunity in situation when user creates opportunity as follow up to activity?
i tried with badi CRM_COPY_BADI but didnt work.
Regards
Radek

Hi Radek,
The Badi does not get called since any follow ups from activity does not require any copy control settings in SPRO.
As you must be aware, that this Badi is filter dependent and the filter which is called the copy routine is assigned in the customization of Copy Control for transaction type.
You can try using the CRMD_ORDERADM_H_BADI
Regards,
Shalini Chauhan

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CRM Copy control: CRM_COPY_BADI for document relationship

Hello!
I need CRM copy control from an opportunity to another opportunity. The implementation of badi CRM_COPY_BADI should include document relationships: target document should be related to the same documents linked in the source document.
I cannot find a method to do this.
Please, could anyone suggest me a solution?
Thank you.
Kind regards.
Elena

Hello Elena,
Please follow the steps below:
1) Go to transaction CRMV_EVENT
 Click on "Object Function/Callback" button
 Create a new entry with following values:
 Function Module: ZCRM_DOCFLOW_COPY_EC
 Object Function: CRM_DOC_FLOW
2) Go to IMG Path: Customer Relationship Management -> Transactions -> Basic Settings -> Edit Event Handler Table :
Here create a new entry with the following details
Trans. Category BUS2000111 Opportunity
Execution Time 1 Immediately
Priority 99
Object Name ORDERADM_I Administration item
Event AFTER_CREATE_WITH_REFERENCE
Attribute <*>
Function ZCRM_DOCFLOW_COPY_EC
Perform Function for Doc.Header = "Checked"
Perform Function for Document Item = "Checked"
Call Callback = space
3) Create function module ZCRM_DOCFLOW_COPY_EC with the following signature:
*" IMPORTING
*" REFERENCE(IV_STRVAL_OLD) TYPE ANY OPTIONAL
*" REFERENCE(IV_STRVAL_NEW) TYPE ANY OPTIONAL
**Code:
DATA:
FIELD-SYMBOLS:
 <ls_orderadm_i_wrk> TYPE crmt_orderadm_i_wrk,
 <lu_orderadm_i_wrk> TYPE crmt_orderadm_i_wrk.
ASSIGN iv_strval_new TO <ls_orderadm_i_wrk>.
ASSIGN iv_strval_old TO <lu_orderadm_i_wrk>.
4) Now in this function module you can read the docflow of old opportunity (<lu_orderadm_i_wrk>) using 'CRM_DOC_FLOW_READ_OB'
Build the new docflow entry for the new opportunity and call 'CRM_DOC_FLOW_MAINTAIN_OW'
Please let me know if any questions.
Thanks,
Sandeep

Copying control from activity to opportunity

Hi All,
My client requirement is such that all the data under tab Additional Data B in transaction activity should be copied to opportunity when you create it as follow up document.Can anyone help me implement this copying control?
Thanx,
Lalitha

Hi Radek,
The Badi does not get called since any follow ups from activity does not require any copy control settings in SPRO.
As you must be aware, that this Badi is filter dependent and the filter which is called the copy routine is assigned in the customization of Copy Control for transaction type.
You can try using the CRMD_ORDERADM_H_BADI
Regards,
Shalini Chauhan

Copy control for Questionnaire from Opportunity to activity

Hi All,
I have the Business Requirement to copy updated Questionnaire from Opportunity to follow up activity / Task.
Can anyone suggest if is it possible through Copy control BADI or any other Enhancement.
Thanks & Regards
Amit

Hi,
please implenet this BADI 'CRM_COPY_BADI' and put the break point and do debugging then u will get clear idea..
after that please let me know ur comments..
Regards,
Bixamaiah.

Copy control for activity

Hi CRM gurus,
Can anyone advice where can setup the copy control for activities in the IMG. Since the system defaulted lots of transactions in the activity followup, we need to disable some of them from the list.
Thanks in advance.
Rgs. Michelle

As I wrote it in different thread...
1. Activate Copying Control of Activities
CRM - Transactions - Settings for Activities - Activate Copying Control of Activities
This will cause that only transactions defined in your Business Transaction Profile (which is assigned to your Business Role and defined in CRM - Interaction Center Webclient - Business Transaction - Define Business Transaction Profiles) are visible in dropdown list.
2. Define Copying Control of Transaction Types
CRM - Transactions - Basic Settings - Copying Control of Transaction Types - Define Copying Control of Transaction Types
Here select Source Transaction and choose Target Transaction.
Always follow CRM Best Practices documentation as all of the customizing steps are described there...
Link - http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm
Edited by: drabas on Apr 13, 2010 6:40 PM

Copy Control for Opportunity

Folks,
I have set up Copy Control for the 10 different Opportunity Types that I have, and have ensured that each oppty type is listed in as the Source and Target. When I click on the 'Copy' icon for an existing opportunity, I am not prompted to select the opportunity type. The new opportunity that is being created defaults to the same opportunity type as the opportunity being copied. I would like the users to be prompted to select the opportunity type. This should work the way that it's configured, but it's not. Any ideas as to what I should check?
Thanks!

Hi,
Copy Control for Transaction copies transaction data from source to target transation to use this you will have to use option Button Create Follow-Up NOT Button Copy.
Copy Button create only copy of same transaction with using same transation type which has no reference to source transaction but if u r creating follow-up from one transaction to another u will get option to select Transaction types which u have maintained in Copy control.
Revert for any queries
Regards,
Dipesh

Copy control between Sales activity and Inquiry.

Hi Gurus,
Can someone please tell me where copy control between sales activity and Inquiry is maintained? i am not able to find the settings.
Regards
Manoj

Hi, we used standard routine even if to be sure we run also the generation report you mentioned.
Please any other suggestions?
Thank you very much.
Kind Regards
Andrea

Copy control from opportunity to task

Hello,
I want a task to be created with reference to the opportunity, i have maintained the copy control, but yet the account and the employee responsible dont get copied to the task....what can be the possible reason.

You can not use copy control rutines for partner determination. For that you have to use partner determination procedures under spro>crm>basic settings>partner processing. You have to define in your partner determination procedure for account and employee responsible the correct access sequence "1000 - Preceding Document". This is a standard access sequence that copies partner function from preceding document. You can use also some more complex access sequence if you want.
Regards.

Copy control for opportunity to Sales order not working

Guys,
I am working on CRM 2007. I set up the copy control for transaction types so that I can convert my Custom Opportunity type to a Sales order.
However when I am in my Opportunity and click on Follow of transactions, my order type is not availabel in the selection list.
I was able to set it up for Lead to Opportunity but opportunity to Sales order is not working.
Any help on this?
Ani

HI Anirudh,
I have a similar requirement such as Copying line item from Complaints to Returns application.
Procedure:
1. Firstly i create an complaint
2. create a follow up document as Returns
3. I enter an product in the complaints and when i click on Copy to returns the line item has to be copied.
Here is the requirement. The line item is copied, but here the problem is, .... The line item doesn't get copied unless and until the instance of the target is retrived.
Could u please help me on this ?

Copy Control for Transaction Types

Hi,
Was wondering if someone could help on following topic. We need to specify the possibility of copy control (follow-up) for certain transaction types in CRM 6.0. I've specified the source TT (ZAPP) and the target TT (ZCON) in customizing activity : Define Copying Control for Transaction Types.
ZAPP = Custom Appointment Activity
ZCON = Custom Opportunity
Now, when I want to create a follow-up for ZAPP in the WebUI (via dropdown 'More' and action 'Follow-Up'), I always get an extensive list of transaction types (about 30) rather than only the opportunity that I originally specified. Any ideas?
Thank you,
Sebastiaan.

Hi Kai,
Many thanks for your answer. Indeed, the COPY_DOCUMENT is a very good alternative as it also directs the flow for follow-up. However, I have a question in regards to using this method. I can see that there are parameters that need to be provided (like PROCESS_TYPE etc) but apart from that is it also possible to change fields in the copied document.
e.g. Currently the description of the copied document gathers the description of the action definition, but how can you pass the description of the previous document for instance? Is this also done via the actual parameters?
Thank you,
Sebastiaan.

Item not copied from Lead to opportunity (SAP CRM)

Hi guys,
I think that the object of tread is explicative
But i explain my problem: when i save a lead, with a certain status (yet customized), i want to the system create with follow up document an opportunity from my lead.
If i create a lead without product the system create an opportunity very well, but if i insert a product on my lead the systema don't create an opportunity, i see that in activity tab the event raise up but the opportunity is not create.
i have cusomized the action for process type and for category of item but it doesn't work.
Anybody can help me?
Thanks in advance.
Regards,
Luca

Check:
1. if you have set proper copy control between lead and opportunity transaction type under spro>crm>transactions>basic settings>copy control for business transactions>Define Copying Control for Transaction Types (you may wana try first without checkmark "Complete reference")
2. if you have set proper copy control for ITEMS between lead and opportunity ITEM types under spro>crm>transactions>basic settings>copy control for business transactions>Define Copying Control for Item Categories (first set checkmark just for "Copy PO data")
3. if you have set any copy control for ITEMS between lead and opportunity ITEM types under spro>crm>transactions>basic settings>copy control for business transactions>Define Item Category Determination when Copying (I suggest you first try without setting any entries in this customazing for your item types)
4. what method are you using for follow-up (I ussualy use COPY_DOCUMENT method)
Regards.

Follow-up transaction copy control for opportunities

Our CRM system is currently configured to permit follow-up opportunity creation. When follow-up transactions are created all product categories are copied to the new opportunity. We would like to stop this. All header and business partner data should be copied as present, however product information should not be copied. (i.e. follow-up transactions currently work, we only want to switch off product data copying)
I am not familiar with follow-up transaction customization, and not sure exactly where to start. Should I be modifying the current BAdI or is there a standard customizing option to switch off copying of product categories?

Hi Derek,
Just try this:-
Go to SPRO->IMG->CRM->Transactions->Basic Settings->Copying Control for Business Transactions->Define Copying Control for Transaction Types.
Search for entry Source=oppt and target=oppt.In this entry, uncheck the check box-Copy Item Number and see if it resolves your issue or not?
Thanks and Regards,
Rohit

Copy control option in web ui-physical product not copied from oppertunity

I am making quotation from oppertunity by using follow -up document functionality in WEB UI, but when I select the quotation transaction type in follow-up then header data got copied but physical product from oppertunity not copied into the qotatio.
Follow up functionality working properly in GUI.
I need help in Web -ui.

Hello Leon,
There is a standard process of Copy Control to copy the data from Interaction Record to activity but now my client requirment is to copy the data from Activity to Interaction Record.
In Detail - when user select the activity from Agent inbox and clicks on Edit button then IR gets created in background then at that moment i need to copy the Notes & Description from Activity to IR. Even we can check if can copy it when user clicks on END button after edit the activity.
can u tell me how can i copy this data? i tried with copy control but couldn't work.
should i write some code? if yes then where i can write?
Regards

Copy control for G2W or G2N in Inv.corr.request for TAX item in billingdoc.

Hi all,
There is a billing document for an item with item category TAX(non-stock item) of Item category group NLAG.
Can we use either G2W or G2N for invoice correction request that is created w.r.t. this billling document. Any side effects like determination of cost or etc.
Rgrds,
SKJain

Are you sure your configuration is correct? Here is what the documentation says about 'D' and 'E' and fits exactly to your requirement.
D: Copy pricing elements unchanged. The system
copies the pricing elements unchanged with automatically determined or manually entered surcharges and discounts from the reference document (scales are not read again). This means that the value remains unchanged even if the billing quantity is different to the order quantity
does not redetermine the taxes
E Copy pricing elements and values unchanged. The system
copies the pricing elements and values and automatically determined or manually entered surcharges and discounts from the reference document without changing them (scales are not read again). This means that the value remains unchanged even if the billing quantity is different to the order quantity.
does not redetermine the taxes
Check if your document types and item categories are correctly identified.
Also check if your billing document is created referring to a delivery document, not a sales order. In that case, this setting should be done in the 'Copying control: Delivery document to billing document' activity.
If nothing works, may be you can try using the copying requirements to control the taxes.
Srinivas

FM to create followup activity for opportunity

hi forum,
can anyone tell me the FM to create a followup document for opportunity.

Hi Neelima,
You can't use function modules for such purposes. You need to maintain copy control procedure in SPRO.
Maitain the following settings in SPRO :
1. Define Copying Control for Transaction Types
2. Define Copying Control for Item Categories
3. Define Item Category Determination when Copying
You can implement the CRM_COPY_BADI to control the copying process.
Reward points if it helps.

Copy control - activity to opportunity

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