CRM Creating Quotation with particular status

Dear folks,
I have one requirement in CRM system:
Generally, We are creating Quotation from the follow-up of Lead transaction. In lead transaction, we have 5 statuses, now the user wants that system should only allow to create Quotation only with the particular Lead status (accepted by sales).. for rest of the 4 status, the system should restrict the user to create the quotation.
I checked with status profile (for remaining 4 statuses), but it is not only stopping Quotation, it is also stopping all the transactions like activity and task. which is required.
I checked with Action Profile, (Copy-Document)....it is just creating automatically quotation, once the lead status is accepted. (still user can create followup quotation from other lead statuses).
Please let me know, how i can achieve this functionality.

Hi Ravi,
Thanks for your reply,
1. Action profile - my condition is status profile....but it is not working, it is not stopping to create the followup transaction in open, in process statuses.
2. Is it possible to stop creating the quotation only in in-process or Rejected by sales statuses by using status profile... I checked there was an option of create quotation, i set it to forbidden and warning, still it is allowing to create the quotation in the user status (in -process, and rejected by sales).
I am also working on it.

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Hello Experts
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No answers were provided so closing this one.

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Hi Ajay,
It worked fine exactly. Thank you !
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Quotation with Ref Opportunity

Hi All,
    Users creating the quotations with ref to the opportunity.
Now the Client requirement is quotation should created with reference to opportunity only those products status is completed.
   System should allow the user to create quotation with ref opp those product status is not completed.
Opp ID   Product Status
200        aaa        In process
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i.e quotation should created for the products   " bbb & ccc"
Can any one help me to implement this, it urgent
Thanks
Gskumar

Implement the copy control badi, CRM_COPY_BADI method -> COPY.
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Attach the badi implementation to your copy control customizing.
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Kiran

Condition Tables with Release status

When we create condition tables, we have the option of creating them with release status or without release status. What is the difference? What is release status?
Thanks,
Venkat

hi,
The release status for condition records in a sales deal enables you to limit the use of records that have already been created.
Release status has the following characteristics:
no entry: released
A: blocked
B: released for price simulation
C: released for price simulation and planning
The amount and significance of individual characteristics is defined using domain fixed values and can not be maintained.
Maintenance of the release status is carried out in the sales deal itself (in the proposed values block), is transferred over to the condition records concerned and can then not be changed for these records.
When setting up a new sales deal (with copy), a proposed value is suggested for the release status, which can be set up in Customizing for the agreement type.
A record blocked for an application is treated in the access, as though it has been identified with a deletion indicator. It can however be recognized and displayed as such via the log functionality in Pricing.
The characteristic Pricing Simulation is only used in the report SDNETPRO, which gives a net price list.
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The release status of conditions in an agreement can only be changed, if
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Otherwise the condition record always has the release status of the agreement.
The processing status is always directly assigned to a release status. If conditions are assigned to an agreement, the agreement passes the release status on to all related conditions. The related processing status is then set accordingly.
If you have several processing statuses assigned to a release status, the condition record receives the first (alphabetical) suitable entry as a processing status.
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source : Library.
regards

My BDOCs in CRM are all waiting with yellow status

I don't know why my BDOCs(transaction smw01) are all waiting with yellow status. Shouldn't they be automatically transfering data to my data source. If i manually process the BDOC then data goes to the datasource which can be seen via transaction RSA3. Help?
Message was edited by: Prakash Singh

hi Prakash,
again oss note 692195-FAQ: Sales Analytics and CRM-BW data Extraction ?
bwa5 and bwa7, delta is activated ?
and initialization performed in bw ?
626214 619122
3. If there are queues in SMQ1 with erroneous status then activate
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   In Transaction SMQ1 if there are Queues existing with
   names beginning with CRM_BWAn (n is number) then
   activate these queues in the same transaction.
4.a)If required activate the datasource
    Go to transaction BWA5   > select the required datasource and
    activate.
4 b) The Delta may not be active ,activate the delta in BWA7 by
  selecting the name of the datsource and pressing the candle icon for
  'activate delta'.
Symptom
There may be problems or issues related to data tranfer from CRM to BW.
Other terms
CRM-BW extraction,upload,initial,delta,full upload ,Sales Analytics,
Reason and Prerequisites
There could be errors in customization or program errors due to which
data may not be transferred or incorrectly transferred to BW.
Solution
Question 1 : The Extraction from CRM to BW takes a very long time. What
can be done? (Performance Issues)
Question 2 : On executing transaction RSA3 I get records but I find 0
records when I load data from BW request.(No Data Available).
How can I extract data in this case?
Question 3 : The Deltas for my data source are not extracted . What can
I do?
Question 4: How can I extract the fields, which are not provided in the
standard data source extraction ?
Question 5: I am unable to extract user status correctly.What should I
do?
Question 6 : What can I do when the activity/Opportunity/Complaint
reasons(Code,CodeGruppe,Katalogart) are not extracted?
Question 7: What can I do if the deleted opportunities
are not reflected in BW?
Question 8: How do I activate the metadata?
Question 9: I donot get any records for the delta upload of my attribute
datasource(s).What is to be done?
Question 10: What do the status BWSTONESYS0 , BWSTONEUSS0,BWSTTECSYS0
and various other BW status mean ?
Solutions
Question 1 : The Extraction from CRM to BW takes a very long time. What can be done? (Performance Issues)
Suggestion 1: Please implement notes 653645 (Collective note) and
639072(Parallel Processing).
The performance could be slow because of the wrong control parameters
used for packaging.
You can change the package size for the data extraction.
Also note that changing the package size in the transaction SBIW
would imply a change for all the extractors. Instead, you could
follow the path in the bw system.
Infopackage (scheduler)    > Menu 'Scheduler'   > 'DataS. default data
transfer'   > maintain the value as 1500 or 1000(This value is variable)
The package size depends on the Resources available at the customer side
(The no of parallel processes that could be assigned =
1.5 times the no of CPU's available approx.)
Question 2 : On executing transaction RSA3 I get records but I find 0
records when I load data from BW request.(No Data Available)
Suggestion 2: First check if there are any entries in the table
CRMD_ORDER_INDEX.Only if there are entries in this table you can
extract records.
If this is not the case then,
It is possible that the user does not have sufficient
authorities for extraction of the relevant objects.
Additionally, please review and implement the following notes
615670
161570
150315
618953
If you are in the release 4.0 then
To do BW extraction with the user please see that the following
authorization object exists(display mode is enough):
CRM_ACT, CRM_OPP, CRM_LEAD, CRM_SAO, CRM_SEO, CRM_CO_SE, CRM_CO_SC
CRM_CO_SA, CRM_CON_SE, CRM_CMP, CRM_ORD_OP, CRM_ORD_LP, CRM_ORD_PR
CRM_ORD_OE, CRM_CO_PU, CRM_CO_PD, CRM_ORD_PO
(all these objects are linked to transaction crmd_order).
Question 3 : The Deltas for my data source are not extracted . What can I do?
Suggestion 3: Please check the following.
Please Check if the services have been generated in transaction GNRWB.
If they are not active(not marked 'X' before their names) then activate
the services following the steps here.
Go to transaction GNRWB
Select BUS_TRANS_MSG
Select (on the right, the services) : BWA_DELTA3, BWA_FILL, BWA_queue
Press Generate.
Also check for the following:
1. The delta should have been initialized successfully.
2. Confirm that all Bdocs of type BUS_TRANS_MSG
   are processed with success in SMW01.
3. If there are queues in SMQ1 with erroneous status then activate
   these queues.
   In Transaction SMQ1 if there are Queues existing with
   names beginning with CRM_BWAn (n is number) then
   activate these queues in the same transaction.
4.a)If required activate the datasource
    Go to transaction BWA5   > select the required datasource and
    activate.
4 b) The Delta may not be active ,activate the delta in BWA7 by
selecting the name of the datsource and pressing the candle icon for
'activate delta'.
5. In BW system
   Go to transaction RSA1   > modeling   > infosources   > select the
   infosource   > right mouse click on the selected
   infosource   > choose option replicate datasource
    Activate the infosource.
6. Go to the scheduler for the infosource   > select delta in the
    update >choose the option PSA only (in the Processing tab)
    > start immediately
Check the entry in the RSA7 in the OLTP(CRM system)
Question 4: How can I extract the fields, which are not provided in the standard data source extraction .
Suggestion 4: Follow the steps mentioned below.
1. Enhance Extract Structure with the required fields. (Create & include
   an append structure to the extract structure via transaction RSA6).
2.a) Release the fields of the append for usage. ( To do this, double
   click on the Datasource and remove the flags in the column 'Hide
   Field' for all fields of Append. )
2.b)If the new fields cannot be seen in the extract structure of
    the transaction BWA1 then change and save the datasource, and then
    activate it in RSA6.
3. Define your mappings in BADI (CRM_BWA_MFLOW) to fill these fields.
Goto SPRO .
Follow the path ->
SAP Implementation guide ->Implementation with other mySAP components ->
Data transfer to the Business Information Warehouse->
Settings for the application specific datasources (CRM)->
Settings for BW adapter->
Badi :BW adapter :Enhancement of datasources in messaging flow.
4. Replicate the new Datasource to BW.
5. Expand the Communication Structure in BW.
6. Maintain transfer Rules for the new Datasource.
7. Activate the trasfer rules and perform the upload.
Question 5: I am unable to extract user status correctly.What should I
do?
Suggestion 5 :Check the following notes
531875
616062
713458
700714
765281
Question 6 : What can I do when the activity/Opportunity/Complaint
reasons(Code,CodeGruppe,Katalogart) are not extracted.
Suggestion 6 :Check the following notes
481686
516820
603609
617411
711146
Question 7:Deleted opportunities are not reflected in BW.
Suggestion 7: Check the note 706327.
Question 8: How do you activate the metadata?
Suggestion 8:CRM BW adapter meta data has to be activated first before
it is available in the system. You can use Transaction BWA5 to copy the
meta data for selected DataSources. You can reach the transaction via
the IMG maintenance 'SAP Reference IMG -> Settings for SAP Business
Information Warehouse -> Activate BW Adapter Meta Data'. For more
information, see the documentation on the IMG activity 'Activate BW
Adapter Meta Data'. (Note 432485)
Question 9: I donot get any records for the delta upload of my attribute
datasource(s).What is to be done?
Suggestion 9: In case of attribute datasources, it is possible that the
entry for the GUID is missing in the table SMOXAFLD.
If , for example the datasource 0CRM_OPPT_ATTR is not giving deltas
then you can follow the steps:
1)If Delta process is active for the attribute datasource e.g.
     0CRM_OPPT_ATTR, then stop the delta process in the BW
     system
2) In the CRM system, Make the entry in the table SMOXAFLD
   for the datasource with the Key
   as 0CRM_OPPT_ATTR     GUID 3) Save the entry.Activate the datasource                           4) Check that the above entry is replicated in smoxafld_s also    after this.               5) Create a transport request manually for the following    object             R3TR   SMO4   0CRM_OPPT_ATTR
Question 10: What do the status BWSTONESYS0 , BWSTONEUSS0,BWSTTECSYS0 and various other BW status mean ?
Suggestion 10: The BW status are used to extract system and user defined
status.
The BW status are defined in the customization settings in SPRO.
Check for-> Status Concept for BP/Product/CRM objects
Here goto-> Process user status You will find the documentation attached here for the user status. Going inside the transaction you will find the status groups USS0, ZIOP,ZMOP etc. The names of the various BW status are derived from this For ex. BW + ST+ One + USS0 gives the name of the field BWSTONEUSS0 or BWST + ONE + ZMOP = BWSTONEZMOP (Master opportunity values) (which means BWST + (status group name) + status object group name) Double clicking on any of the object groups will take you to the values that these status can have . For ex. BWSTONEUSS0 in your system can have values E001 ,E002,E003,E007 which will be shown in RSA3 as BW status values 1,2,3,7, respectively.
Similarly we have Goto -> Process system status (in SPRO). Here you can get the values for the system status in exactly the same way as BWSTONESYS0(Lifecycle status) , BWSTTECSYS2 (Error) etc. In RSA3 you get the names as BW status, To know which corresponds to which status here,Goto the record list in RSA3 . Here goto Settings - Layout -Current . Right click -> Press Show technical field names . You will be able to see the BW status names and will be able to adjust the layout accordingly.

SOLMAN 7.1 SP10 CRM UI Service Desk - How to clear / remove Message Processor on a particular status

Hi Experts,
I have a requirement to remove the stated Message Processor, when the incident / Service Desk ticket is being saved using a particular status (Eg: Sent to Level 1).
Appreciate if someone can guide me how this can be done (whether using simple PPF (tcode SPPFCADM) or we are forced to use BFR+
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SOLMAN 7.1 CRM UI - "Reported By" Empty
Thanks to Ash.

How to create complaints with reference to ECC Billing document (CRM 7.0)

Hi experts!
I use ECC 6.0 and CRM 7.0.
I have to create CRM complaints (ZCLR - CLRP) with reference to ecc billing documents.
I read the following topics and help:
1. How to create complaints with referenceto ECC Billing document
2. Re: How can we transfer billing documents from SAP ERP to CRM 2007?
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Made these settings:
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Goto SPRO>CRM>Transaction>Settings for Complaints>Integration>Trnsaction Referencing>Define Object types for Transaction reference
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Goto SPRO>CRM>Transaction>Settings for Complaints>Integration>Trnsaction Referencing>Assign Business Object Types to Transaction Types
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but still do not know,
1) if I should pre-replicate billing documents into CRM ?
2) Or, the system uses the RFC to find these documents in ECC to create reference?
Please help me.
Best regards Kostya.
Edited by: Kostya Khveshchenik on Oct 20, 2010 2:09 PM

not resolved =(
Edited by: Kostya Khveshchenik on Nov 19, 2010 8:50 AM

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CRM Creating Quotation with particular status

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