CRM Actions Help?

Hi Guru's,
in need of help?
CRM - Actions?
Procedure (Work flow) / Documentation...

I hope you are talking about action profiles.
CRM release notes (https://services.sap.com/~sapdownload/011000358700001866642004E) says:
The following new action profiles are available specifically for activities in Customizing:
o ACTIVITY - for sales activities
The action profile ACTIVITY contains the following action definitions:
- ACTIVITY_FOLLOW_UP: creates a task for the responsible employee, for example, if a
contract is overdue
- ACTIVITY_PRINT: allows you to print the activity
Enter the printer you wish to use to print the activity under Basic Functions -> Actions ->
Change Actions and Conditions -> Define Conditions in Customizing for CRM.
To print an activity, specify the processing method
CRM_ACTIVITY_EXEC_SMART_FORM under Processing Types -> Set Processing. This
method is delivered with the standard configuration.
- ACTIVITY_REMINDER_MAIL: sends an e-mail to the responsible employee, for example, if
a contract is overdue
If you want the responsible employee to be sent a reminder e-mail when an activity is overdue,
specify smart form CRM_REMINDER_MAIL_01 under Processing Types -> Set Processing.
This smart form is delivered with the s tandard configuration.
The action profile ACTIVITY is assigned to transaction type 0000 in the standard configuration.
You can use, copy or adapt these profiles for your own activities.
See also
Further information on Actions is available in the SAP Library for CRM under Basic Functions ->
Actions.
Apart from this, section 3.1.1.2.1 in below mentioned doc (https://service.sap.com/~sapdownload/011000358700003452862005E) talks about action profile creation.
Regards,
Kaushal

Similar Messages

Crm-action and crm table document needed

Hi ALL,
I need documents on CRM- Action and CRM - table , if anybody has please send it to the following id : [email protected],it wll be great helpful.
Thanks in advance
Satya

hello,
Most of the replication of documents from CRM to ECC is done via the messaging BDOCs which are in CRM Middleware.The analysis of these will give you the mapping of fields.
Some general rules in identifying tables in CRM.
CRMM - tables starting prefix M is for Master data
CRMD - tables starting prefix D is for the Document data or transaction data
CRMC - tables starting prefix C are for customizing data
for example,
CRMD_ORDERADM_H contains transaction data for transaction types (document types)
Below are some of the links where data is transferred to R/3.Analysis of this will help.
http://help.sap.com/saphelp_crm40/helpdata/en/9d/c06a3b60a3fc30e10000000a114084/frameset.htm
Regards,
Sourabh

Insert data into CRM Actions tabs

Hi experts
Is there any function modules or bapi or workarounds to insert data into CRM Actions tabs (table PPFTTRIGG)?
Is there any consequences if were to perform direct insertion to the table PPFTTRIGG?
thanks in advance!

Hi,
Use FM CMS_PPF_ACTION_TRIGGER
Best Regards,
Pratik Patel
Reward with Points!

CRM IT Help Desk vs Sotuion Manager service desk

Hello Experts!
Can someone please tell me about CRM IT Help Desk vs Solution Manager Service Desk and if they are two independent products? I want to see if these two 2 different products? since Solution Manager Service desk is based on CRM 5.0, can I setup CRM IT Help Desk? and make SOLMAN Service Desk and CRM IT Help desk together work together?
Please advice!
Thanks
Kumar

Hey Kumar,
There is nothing called as CRM IT HELPDESK......
But a CRM system could function as an IT helpdesk.........It depends on your requirements as to how you are gonna use it.....
CRM and SOLMAN are two independant products of SAP and both run on diffrent servers...
Solman has lot of features of CRM itself....
Solution Manager also has its own service desk... Solman is based on CRM itself technically.....
So whatever is doable in CRM is also Doable in Solman......The vice-versa is not true.....because in Solman SAP has added some functionality which is not present in CRM.....
You can configure Support desk in CRM and Solman and also make them work together if it makes sense for you and your management to do so......
Technically since both are SAP systems they can communicate via RFC calls.....
Inspire by rewarding...
Regards,
Anand

Start Condition for CRM Actions

Hi,
we have a requirement to create the follow up document (complaint) in CRM for the Return orders created in ECC system and not for the return orders created in CRM system. We have configured an action for the same and the follow up document is getting created for the Return orders from ECC and CRM also. There is parameter called LOGICAL_SYSTEM in header, using this we can identify the document source system. How can we make use of this LOGICAL_SYSTEM parameter in start condition as this not part of the standard container?
Any helpful answers will be highly appreciated.
Thanks,
Rajinikanth

Hello,
Everything is explained in the following OSS notes:
Note 502389 - Actions: Using additional attributes for conditions
Note 896175 - FAQ: Customizing
Regards,
Nicolas.

Simple Button Action Help

Hi
I am new to flash and having a bit of trouble. All I would
like to do is be able to create a button and have that button
navigate to a frame.
What I am doing now is:
Insert - New Symbol - Button and name the button (ex: about)
Go through the up/over/down/hit steps and return to scene 1
I then drag the about button onto the stage
I give the about button the instance name of about_btn
In the action layer, I enter the following code:
stop();
_root.about_btn.onRelease = function(){
gotoAndStop("about");
"about" being the keyframe I would like to go to
When I test the button, I get error 1120: "Access of
undefined property onrelease".
I am working on adobe flash cs3 on a pc. I know this is a
very simple issue and any help would be greatly appreciated.
Thank you.

quote:
Originally posted by:
db11
When I test the button, I get error 1120: "Access of
undefined property onrelease".
AS3 is case sensitive. You must have mistyped onrelease
instead of onRelease

Gui_download control_flush_error CRM Action

Hi ,
WE have created an action to generated document. In this we are using Gui_download function module. When we trigger the action from SAP Gui it is working fine.But when we trigger the same from Portal this throwing an Exception Control_flush_error.
Please help me in solving this.
jaffer vali shaik.

Hey Rob,
Yeah, I did search the forums and found lots of threads which point to a "similar" direction; but I needed to make 100% sure I was assuming right technical-wise :-|
Inhouse Regulations prevent our authority experts to assign the authority object as it would enable users to download ANYTHING from ANY report... And yes, the requirement for the application is, users are able to download from this particular report. So bottom line, as I have your confirmation I assumed right , I'll make a customer authority object which hopefully only affects that one particular application.
Cheers,
Lukas

Security deposit handling in crm: pls help !!

hi,
     can anyone tell me how to handle security deposit management in sap-crm like how to view details of cash and non-cash deposits enterd though ECC/ISU system.
Pls help me.

Hi David
security deposit
You can specify a default value for the cash security deposit for each product. You can use transaction COMMPR01 to determine this default value. You can use the process framework to change this value, for example to adjust it according to the risk class. To do this, proceed as follows:
Choose Industry-Specific Solutions Utilities Industry Settings for User Interface Transaction Processing Processes Define Processes in Customizing for Customer Relationship Management.
Create a new process definition by copying the process definition CONTRACT_START.
Choose class CL_CRM_IU_PR_CNTR_START_SECDEP as the process class. This class contains a sample implementation.
Copy the process profile DEFAULT and assign the new process definition here.
Create a new user role and assign the function profile IUPROCESS here. You can select the process profile created in the previous step from the input help.
In this implementation, the system calculates the security deposit amount as follows:
Risk class New security deposit value
No default risk           80% of default value
Low default risk         90 % of default value
Medium default risk   100 % of default value
High default risk         110 % of default value
Very high default risk 120 % of default value
For further information, see the Implementation Guide (IMG) for Customer Relationship Management on the process framework under Industry-Specific Solutions Utilities Industry Settings for User Interface Transaction Processing Processes Define Processes .
Reward points if helpful to u
Cheers
Manohar

Action help to copy color in layer mask to another layer mask

Hi all,
Having trouble with this problem...
I have layer 1 with a color mask set to black, red, blue etc.
I have layer 2 with a color mask which i want to match and also become black, red, blue
There are hundreds of files, and the color in layer 1 is always different.
Manually i would simply click on the layer 2 mask which opens the color picker, and select the area of layer 1 i want to match.
But doing that in an action does not work.
I can't get the action to recognize that i want to copy the color content of a mask, and not the specific color used in the example during which the macro is recorded. The color picker does not seem capable of selecting a dynamic input (e.g. whatever color is on layer 1), it simply copies whatever was in layer 1 during recording like a dumb instrument.
thanks for any input.

Not sure what you mean by color mask, but I just noticed cs6 seems to have a new feature in the actions tab dropdown menu (small top right button) called 'allow tool recording'.
I just tried to make an eyedropper action with that option turned on and now the color does change when I change the image colors and run the action again.
Hope this helps.

Reference EJB from servlet's action/helper classes

Hello
How to make a reference to stateless session bean from one of the helper classes of a servlet WITHOUT using any of these:
* dependency injection (like @EJB) - I think this is not supported in this kind of class, EJB references can be injected only to servlets themselves or some other things (but not objects of classes "accompanying" a servlet)
* home or local home interfaces (I would like to avoid writing them)
* using mappedName (either in @Stateless or in ejb-jar) - since meaning of this is application-server dependent and thus not portable.
By a "class accompanying a servlet" / "helper class" I mean utility or action classes, like MyActionClass, which would be instantiated and then used by a aforementioned servlet.
Thanks.

The EJB dependency must be looked up via the java:comp/env namespace since as you point out
Java EE 5 environment annotations are not supported on POJOs. However, the dependency itself
can either be defined using @EJB on some other managed class in the .war or within the
web.xml. We have an entry in our EJB FAQ that has the details :
https://glassfish.dev.java.net/javaee5/ejb/EJB_FAQ.html#POJOLocalEJB
Also, whenever the client component resides in the same application as the target EJB (which is
required for Local access but not for Remote access) there is no need to use mappedName to
resolve the EJB dependency. It is either automatically resolved if the business interface type of
the EJB dependency is only exposed by a single EJB in the application, OR the beanName()
/ ejb-link attributes can be used to unambiguously identify the target EJB using ejb-name.
You can find more about this in the FAQ as well.

In need of CS5 Actions help

Last week I was trying to set my actions up to be in button mode and was trying to categorize them and so forth. I dont remember exactly what all I did, but I ended up really messing up my actions - here are the issues.
*Some actions that I try to play want to bring up dialog boxes(if applicable) for each step in that action - but did not do this before. Or it will stop (even when there is no stop inserted in the action) and wont continue to play.
* Actions that I created no longer work properly. For example, I created a "studio action" to play on all my images that I shoot in my studio. This action contained a step using a plug-in, and then about 3 other steps using other actions that I had purchased to use. When I would have a studio image, I could press play, it would process each step in that action without stopping, and then I could adust any un-flattened layers at the end. After my attempt at Button Mode, when I went back to having the Actions in a regular list, that action would no longer play each step. So I deleted it and tried to recreate that same action, but it wont record some steps/actions in the new action set I am trying to create.
*In trying to create a new action set, some actions/steps wont record, but previously had before trying to switch to button mode.
My computer is a pc and I have the windows 7 operating system. I am using PS CS5 and have updated it with the patch.
Any help would be greatly appreciated as this has now slowed down my editing process

Christina M Newby wrote:
"When I try to record a new action set and use an action from this group, "
You don't record a new action set you create one and when you do you name it and its empty ther is nothing in it to play. Once created you can record or copy or move actions into it.
"and use an action from this group"
Use what action what is the group your writting about?
"it will not record it in the new set."
I don't under stand you record a new action by highlighting an action set then click on the new acyion icon. You name the new action and click on record or yourecord into an existing action by highlighting the step in an action you want to record steps after and clicking on the record button.
" I have deleted the action set that I had previously created (and used to work just fine) "
that is what I ask you to post not delete.
"so I am trying to create a new action set. namely the midtone lifter and magical contrast are ones I am trying to use in the new action that I am creating."
" Does that make sense? "
Yes and No. Some of what you wrote shows your lack of knowledge. When you move things adround and delete(unload loaded actoion set) things can become broken. Your not going to fix you problems without learning a bit.
Yes you can not attach files here you must upload them to a service like you send it and include a link to it in you append using the link icon.

Dynamic Action-help needed

Hi ,
My requirement is in dynamic Action I need to delimit all records in a Subtype of an Infotype and create New record for these records with BEGDA as ENDDA + 1 of the delimited records.
Iam able to delimit all records in the Subtype but , Iam not able to create new records.
My code for delimiting is as given below, in T588Z,
9901 2 06 801 P P9901-SUBTY='2'
9901 2 06 802 P PSYST-IOPER='MOD'
9901 2 06 803 P P9901-STATS='X'
9901 2 06 804 P P9901-PREAS='91'
9901 2 06 805 F DELIMIT_DTE(ZHSRAS_T588Z_9901)
9901 2 06 806 W P9901-ENDDA=RP50D-ZZDATE3
9901 2 06 807 I MOD,9901,3
9901 3 06 808 P SY-UCOMM='UPD'
9901 3 06 809 F DELIMIT_DTE(ZHSRAS_T588Z_9901)
9901 3 06 810 W P9901-ENDDA=RP50D-ZZDATE3
The above code is working fine.
My code for creating new record is as given below, even though the control is oing to the subroutine, INS statement is not working, and hence new record is not getting created.
9901 3 06 811 P SY-UCOMM='UPD'
9901 3 06 812 P PSAVE-ENDDA<>P9901-ENDDA
9901 3 06 813 P P9901-STATS<>'X'
9901 3 06 814 I INS,9901,3
9901 3 06 815 F BEGIN_DATE(ZHSRAS_T588Z_9901)
9901 3 06 816 W P9901-BEGDA=RP50D-ZZDATE3
9901 3 06 817 W P9901-ENDDA='99991231'
Kindly help me on this.
Thanks in Advance

hi,
thankyou for all ur valuable replies.
Time constraint for this custom infotype is 2.
It is not allowing to create a new subtype record if 1 exists.
Here scenerio is
Each Subtype ,ie, Subtp 2 ad 3 has got 4 records each with distinct OBJPS field.
when STATS field of subtype 2 is changed for any 1 record in Subtype 2, corresponding record in Subtype 3 should get delimited .
And, rest of the records of Subtype 3 should get created again with new start date.
The code I have written for this is ,
9901 2 06 800 *BEG*****DEATH OF WIDOW*****************
9901 2 06 801 P P9901-SUBTY='2'
9901 2 06 802 P PSYST-IOPER='MOD'
9901 2 06 803 P P9901-STATS='X'
9901 2 06 804 F DELIMIT_DTE(ZHSRAS_T588Z_9901)
9901 2 06 805 W P9901-ENDDA=RP50D-ZZDATE3
9901 2 06 806 * ****PSAVE-ENDDA<>P9901-ENDDA
9901 2 06 807 F LOCK_REC3(ZHSRAS_T588Z_0015)
9901 2 06 808 I MOD,9901,3,P9901-OBJPS,(P9901-BEGDA),(P9901-ENDDA)
9901 2 06 812 * *BEGCREATE NEW REC FOR SURVIVING WIDOWS******
9901 2 06 813 * *
9901 2 06 814 P P9901-STATS<>'X'
9901 2 06 815 F BEGIN_DATE(ZHSRAS_T588Z_9901)
9901 2 06 816 W P9901-BEGDA=RP50D-ZZDATE3
9901 2 06 817 W P9901-ENDDA='99991231'
9901 2 06 818 I COP,9901,3,P9901-OBJPS,(P9901-BEGDA),(P9901-ENDDA)
9901 2 06 819 * *ENDCREATE NEW REC FOR SURVIVING WIDOWS*****
9901 2 06 830 * ***END*****DEATH OF WIDOW*****************
Control is going to all routines, but
MOD,9901,3,P9901-OBJPS,(P9901-BEGDA),(P9901-ENDDA) and
COP,9901,3,P9901-OBJPS,(P9901-BEGDA),(P9901-ENDDA) is not working.
Message was edited by: Shahana Shahul
Message was edited by: Shahana Shahul

CRM/AET Help

Hi,
I need to add few zfields to the Sales Quotation, Service Quotation, Service Order in SAP CRM ,
I am new to CRM and i found that AET tool in CRM can be used to enhance these tcodes.
I need the below information , can some one help me with this
1. what are the tcodes to display Sales Quotation, Service Quotation, Service Order in SAP CRM
2. some documents replated to AET tool
3. I also need to add those zfields to tables CRMD_ORDERADM_H and CRMD_ORDERADM_I , how can i do that.. is it the same way we do in ECC
Thanks

1. If you are using SAPGUI, all of these can be displayed with the transaction crmd_order. you need to just enter the transaction no:.
in case you are using WebUI, you need to login using the appropriate role to be able to view the resp. orders. For eg: you need SALESPRO role to view a sales order and other sales related objects.
you need SERVICEPRO to display service related objects
and so on.
2. For AET/Enhancements, a good place to start would be the CRM Wiki on WebClient UI.
CRM Web Client UI Framework
CRM/HowToEnhanceaWebUIComponentinSAP+CRM
There is also video demo of AET
Hope the above info helps.
Thanks and Regards
Nisha

Action Help PLEASE

Trying to run an action that I had purchased from a scrap site. It is a rose. Everything works fine until I get to the part where it creates a stem for the rose. It says The command smooth is not currently available, and the same thing for feather. Can someone please help me out? I am really new to photoshop. I have CS3 and I am running Vista SP1. Any help would be greatly appreciated.

The cause of this error could be several things... difficult to diagnose in a typed Q/A format like this.
While the previous "rerecord the failing commands" advise is sound, here's "plan B" if you run into problems or you're not ready to jump into that sort of thing.
I have CS3. If you'll e-mail the .atn file to me (click my name above/left for e-mail addy), it will take about 5 min. to diagnose and get you going.
I promise to purge the .atn at my end when done so there's no issue regarding you sending me a "purchased" .atn I did not pay for. I don't do scrap booking. :)

CS5 extended Export or Save an ACTION Help Please

I have created a couple of actions that a buddy of mine wants and I can find no way to export or save the action off so that I can email it to him. Can someone please tell me how to do this and is it even possible.
Windows 7 64bit on my computer Adobe CS5 extended.
Mac version on his computer Adobe CS5 extended
Surely this should be as simplae as can be ...
Thanks for the help.

You need to highlight the action set not the action only action sets can ce saved if you highlight an action save action will not be an option it will be grayed out. I know you wrote you highlited the set make sure that is what you have done.

CRM Actions Help?

Similar Messages

Maybe you are looking for