CRM Copy control: CRM_COPY_BADI for document relationship

Question

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

Answer 1

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