Follow from Opportunity to Task

Dear Experts,
When i create an opportunity in Web client 2007, save it and follow up with Task the Prospect filed in the transaction Opportunity is not getting copied to Account field of Task.
I want to know is this a standard phenomeno in WebClient? If not what settings required in order to get the prospect details flown into Accont field of Task from Opportunity during the follow up.
Your input on this will be highly appreciated and rewarded...
Regards...

Thanks for your input Sowmiya, I did it already the copy control, referencing everything that is possible to reference...
Thanks anyway...
In the meantime I've found a way that is working perfectly btw Opportunities to quotations..it means that is copying all the partner functions (sold -to/ prospect, contacts and employee responsible) from the source transaction to the destiny one... what I think is that I'll use always this configuration..even if we r talking about from Opportunities to appointments/tasks.
Here are the steps I'm performing for an example where we want to have the employee, the sold-to/prospect and the contact available in the follow up transaction automatically:
In spro>crm>basic functions>partner processing >Define partner determination procedure
1_ Definition of a Pricing procedure - Z0000004 per copy of a standard one ex: Opportunities - 00000004
2_ Definition of a Pricing procedure - Z0000001 per copy of a standard one ex: Sales - 00000001
3_ In the details of the Sold-to and employee responsible we should not do any change, is being copied automatically with the standard configuration
4_ add the contact personpartner function (000000015) for the target Pricing procedure (Z0000001), in the details, set the following parameters:
- Access sequence 1001 Business Partner relationships: Sold-to party. In this way once the sold to is copied to the transaction, the access sequence reads the value for the sold-to and determines automatically the contact(s).
5_ If you want to use these pricing procedures in other transaction types, such as activities, leads... make sure your pricing procedure is allowing other transaction types (you can set this in the folder 'Procedure user').
In spro>crm>transactions>basic settings>Define transaction types
6_Assign the pricing procedure to the transaction type you need.
7_Make sure that the Organizational data determination is the correct one and that the organizatioal details are maintained in the Business partner, for this example I'm setting the values for 'Org.data prof.'- 00000000005 and the 'Partner Function ORG' - 001 Sold-to-party.
ps: if you have errors with the organizational determination in one of the transactions types, the partner determination procedure will never work.
Regards,
Hugo
Edited by: Hugo Reis on Oct 10, 2008 1:04 PM

Similar Messages

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.

How to controll follow-up Business Activity list from Opportunity

Hi Forum,
I don't want to see any business activities or tasks when I click follow-up button from opportunity screen.
I've checked copy controll settings form for opportunity but we cant controll business activities there.
I even tried by modifying Obj Ref Profile but fo no use.
Your help would be highly appreaciated
Thanks & Regards
Manjushail

In standard it is always allowed to create a task or activity as
a follow up. Since system works as desgined, so to realize your expect
you have to do a modification which described in note 661305.

Follow-up opportunity from quotation

Hi Experts,
I am using a quotation to create a follow-up opportunity.
for this I am using TXN 'CRMD_BUS2000112'. using transaction type 'ISU service quotation'. now after processing it ...I want to check whether quotation data has been transferred to oportunity or not...How to do that.I don't know where to check it and using which ID....
points are sure.
Thanks,
Sushant

Hi Sushant,
To check whether the quotation data is copied to opportunity, open the quotation you created and go to the document flow. Open the opportunity from there and see the header and item data is copied to opportunity from the quotation you created. If this has not happened then you have check your copy control for the transaction types you have created.
Reward points if helpful.
Shridhar

Copying partners from parent to follow up opportunity

Hi
How do we copy partners from partners tab in parent opportunity to extension or follow up opportunity.
Thanks in advance

Hi Vidushi,
U can achieve this by using Partner Access sequence for copy Partners from Parent to followup opportunity,
Create Access sequence for partner use COM_PARTNER_A Preceding Document as a source and assign u r Partner Function in PartFunct in Source
Hope I'll help u.
Regards,
Dipesh.

Send mail from follow up actions for tasks in service notifications!

Dear All,
I want to send mail to the user from a follow up action in the task assigned to a service notification.
In customizing which function module I should select for follow up actions for tasks?
Thanks and Regards,
Satyajit P

Hi,
You can use function module QM06_FM_TASK_SEND_PAPER or QM06_FM_TASK_SEND_PAPER_ATTACH.The document is sent only after the associated notification is saved.You need to enter the function module "QM06_SEND_REPLY_STEP2" in Customizing of the action box as "FM when saving".

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.

How to query a custom picklist from Opportunity's revenue?

Hello,
I would like to query a custom picklist from Opportunity's revenue. I am using Picklist.wsdl:
myPort.getPicklistValues(myPicklist, Revenue, "");
With this operation I have the following message: denied acces. (SBL-ODS-50085).
I have tested with another entity and it works perfectlly:
myPort.getPicklistValues(myPicklist, Opportunity, "");
So, I think the problem is in the entity name, so can I access to Opportunity's revenue¿?
I am very confusing, because in Web Services documentation I have seen:
NOTE: The Revenue child object of Opportunity is actually called Product.
I have tested with:
myPort.getPicklistValues(myPicklist, Product, "");
But it isn't exists in this entity: SBL-SBL-00000
The role has access to do the query via Web Service, because it is the administrator and with it I can do any other operation via Web Service...
What I am doing wrong?
Thank you and regards.

I have found the answer:
Objects Supported with getPicklistValues operation:
GetPicklistValues is supported for all Web Services v1.0 and v2.0 accessible parent-level objects.
Revenue is a child object, so I can interact with this operation :(

How to create lead follow up opportunity....

Hello,
How to create lead follow up opportunity automatically... Also my clients need is when we change the status of Lead from Open or In-Process or Won to Completed then an automatic email should go to the employee responsible in the lead.
Please help me in this.... I tried doing this by creating Action profile & assigning that action profile to transaction type but didn't get the expected result.
I would really appreciate some one help on this.... Please describe it in steps for automatic Opportunity creation & also for email.
Thanks,
Ajeet

Using action is correct approach. You just have to configure action properly. For follow-up use in action 'method call' and use method 'copy_document' and as parameter specify transaction type that you want to be created as follow-up.
For mail, you can use in action trigger_alert method.

Calling a bounded task flow from an unbounded task flow

How can I navigate from an unbounded task flow to a bounded task flow....
My situation is as follows:
In the adfc-config.xml, I have a view activity ADMhome, Wildcard as well as a task-flow-call, admTaskFlow. A control flow goes from the wildcard to ADMhome while another control flow goes from the wildcard to task-flow-call.
I have a bounded task-flow "adm-task-flow" with two view actitivies: AdmListView and AdmPageView with AdmListView as the default activity. A Control flow goes from the AdmListView to AdmPageView, all pointing the page fragments
I created another page ADMregion which is a (jsf) where I dragged the adm-task-flow onto.
When I ran the application, the home page displayed properly but when I clicked on a command button to invoke the "adm-task-flow", the application will not responded.
When I looked at the log message, It gave this message:
<TaskFlowCallXmlImpl> <parse> ADFc: /WEB-INF/adfc-config.xml:
<TaskFlowCallXmlImpl> <parse> ADFc: Failed to parse element 'task-flow-reference'.
<ActivityXmlImpl> <parse> ADFc: /WEB-INF/adfc-config.xml:
<ActivityXmlImpl> <parse> ADFc: Activity metadata could not be parsed. [Activity Type, ID] = ['task-flow-call', ' admTaskFlow '].

Thanks for this clarifications...
I created a view activity in the adfc-config-xml and called the page (ADMregion) where the task flow was embedded. It worked well..
Another clarification I want is this, when do I use a task flow call to call a task flow? My thinking and my understanding was that when you create a task flow, you use a task flow call to invoke the task flow.
Pls another aspect I want you to guide me is on calling a java class from jsf and jsff pages. Being new in these technologies, I have having some difficulties navigating and putting all of them together. My problem is this:
I created a java class under the view package of Application Sources in the View Controller of my Application. The java class returns a value. I designed a jsff form with input fields and and command buttons. I want when I clicked on a command button to take a parameter from the input field and pass it to the java class, the after processing, the java class returns a value which I will place inside one of the input fields in my jsff form.

Calling ADF page Custom Listener (Ex: ActionListener) from BPM Process Task (APPROVE/REJECT)

Hi All,
Jdeveloper version - 11.1.1.7
I am very new to BPM / SOA development, but I have very good development skills on ADF.
I am not using ADF BC, using EJB for business services and also using custom ADF pages for HumanTasks.
Usecase:
From the BPM Process task, when process submission (APPROVE / REJECT) , I need to invoke a Custom listener (Ex.Action Listener - a EJB call) in the ADF page.
I am trying to use BPM APIs.
Please clarify me how this will achieve using BPM APIs. I need detail guidelines to do it. Please make to understand this process.
Provide some useful documentation or links to understand the following:
1. Custom Human task pages
2. BPM APIs - 11.1.1.7
3. Call a BPM process task from ADF Listener and Call a ADF Listener from BPM Process task - Using BPM APIs.
Please revert more clarifications needed.
Thanks and Regards
Mohanraj N

Hi Joonas.
Plese let me explain me better for your understanding
A big summary for what I meant it's the following:
1- In the procces you made, when you add the HT activity, you have to implement it, this means declare the input(s) parameters you want. This implementation create the .task file.
2- Create an application, and projects as HT you have. Each poject are based on the .task file, and automatically create a Data Control (for each project based on a .task) with all you need.
This w'll be an empty application, so you can customize it all you want. The task selected should have all the parameters previously defined. Those parameters can change if you want.
2- Create a page(s) in the task flow for the task implementation. You can even split the the payload of the task in differents pages, create your custom pages and any logic you need.
3- An important aspect is how to match these application with the HT implemented in the process. It's possible, it's a configuration en the Enterprise Manager.
4- Deploy your application
All these are explain in the book I mentioned
Th book you can find it here:
https://blogs.oracle.com/soacommunity/entry/oracle_soa_suite_11g_handbook_1
Regards Dariel.
PS: Please, let me know if you need more details.

Automatically Create An Activities From Opportunity?

How Automatically Create An Activities From Opportunity use the 'Create Follow-up' '?
IF you have some ideas ,please tell me ,thanks!

HI,
You can use action profile to create activity from oportunity based on the required condition (Status).
Use the method Call type of processing and Method COPY_DOCUMENT. aslo mention the Activity type in the Process Type of the action definition.
Regards,
PP

How to unlock objects from a Released Task?

Hi Group,
I have a TR in which, there was a task added for my developments.
Thing is, in the same TR one person has created a program and smartform objects and released the task.
Now, I have to move these 2 objects into another TR.... I tried with various options like, tried to release the lock of the objects going thru the released task, Changing the package to Temp, Deleting the object from the released task and etc., but nothing is happening and a message is coming up(while Unlocking the objects - Request/Task XXXXXXXX already released(not modifiable).
In summary, I want to release the locks(on the objects - under a Task that got released) and move these Unlocked objects into a separate new TR.
Kindly let me know your inputs.
Regards,
Vishnu.

Hello
Though it may not be the right way, i generally follow this approach for similar case. I would change the status of the task (TRSTATUS) in debugging mode in table E070 from 'N' to 'D' and make the changes. It has so worked so far for me without any issues.
Now the request will be modifiable and you can delete the objects from this request and move to a new one.
But make sure you also delete the objects which will be transferred to the request from the task after you release the task in SE09/10.
Regards
Ranganath

Service cannot able to open in UWL from the ESS tasks

Hi Team,
I'm facing a issue like
path: MSS --> work overview --> tasks --> click on any link.
we got the following error.
Service cannot be reached
What has happened?
URL http://<hostname>:8001/webdynpro/dispatcher/sap.com/ess~lea/LeaveRequestApprover call was terminated because the corresponding service is not available.
Note
The termination occurred in system GCP with error code 404 and for the reason Not found.
The selected virtual host was 0 .
What can I do?
Please select a valid URL.
If you do not yet have a user ID, contact your system administrator.
ErrorCode:ICF-NF-http-c:000-u:SAPSYS-l:E-i:gccia-erpn01_GCP_01-v:0-s:404-r:Notfound
HTTP 404 - Not found
Your SAP Internet Communication Framework Team
I have check forum thread
Service cannot be reached in UWL from the ESS tasks
but I'm not able to find out the solution.
Any help will be appriciated.
Regards,
Mahee.

i said to you that it shouldnt point to ABAP system!
read my solution again
Please ensure system configuration-
>system landscape->system(my system)->Web Application server settings
please check is it pointing to ABAP Server, If yes then change to Java
server then your Application will work.
The two types want different WAS properties. Now if you set
up the WAS so that the BSP works well. There is a possibility that you
can modify the WAS settings when you use WebDynpro launcher. You have
three possibilities to change this:
1. In the UWL connector settings modify the "Web Dynpro Launch System"
property to SAP_LocalSystem. This case the webdynpro uses the URL and
the port of the portal.>> I think this can suit you.
2. In the System Landscape create a new system with the same properties
as the R3_TEST1 but the WAS properties are different. After that you use
the name of the new system as "Web Dynpro Launch System" in the UWL
connector settings. This solution should be used if the SAP_LocalSystem
is different than the necessary WAS settings.
3. You can modify this setting in the configuration also under the
ItemType. You should add the system property and the UWL uses it instead
of the default one.
Here is the help documentation:
http://help.sap.com/saphelp_nw70/helpdata/en/92
/a88931f2dd4631b9e8d530697d89c9/content.htm
in regards to this parameter.

Enable PDF Generation of Sales Order from Opportunity not working

Hi all,
we are trying to enable the PDF Generation for Sales Order from Opportunity.
We´re working on the ERP-HCI Scenario.
We´ve setup the necessarry configurations (chapter 11.3.11) how described in the document:
https://websmp201.sap-ag.de/~sapidb/012002523100002166322015E/1502_SAP_C4C_ERP_HCI.pdf
1. Create Endpoint in ECC for the WS "SalesDocumentPrintPreviewQuery"
After saving the settings we have an calculated enpoint:
/sap/bc/srt/rfc/sap/salesdocumentprintpreviewquery/{SAP-CLIENT}/salesdocumentprintpreviewquery/salesdocumentprintpreviewquery
2. Create a new Communication Arrangement in C4C for the Scenario "Print Preview of Business Documents in SAP Business Suite"
Question to the following Step:
Go to Advanced Settings and enter the URL you have captured from SOAMANAGER in the Create Endpoint section.
Why we use the host and calculated endpoint from the ECC instead of the HCI settings, and maintain in HCI the target host and endpoint?
The Check Service and Check Connection test was successfull.
Finally if we try the scenario from C4C (Customers > {Select a Customer} > Opportunity > Sales Document > {Click the link}
We got a blank new Window, in the C4C UI we get the error "PDF Document could not be retrieved"
In the ECC > SOA Runtime Error Log i get the following Error!?
What´s wrong with our config?
Thanks in advance,
Fabian

There is nothing impossible in SAP. After all there is a code behind everything that we see in SAP screens and transactions and that code can be changed according to our requirement. That has always been m firm belief.
Like I said get hold of your ABAP programmer and write out the spec and he should be able to do it.
Its news for me that you can generate an automatic PO from a GR so if that is possible then why not this.
Its not been attempted before.
Try creating a new Sales doc type and map it to a delivery and see if it works. Much similar to a cash sale and rush order when both docs get generated immediately. Maybe you need to map your copy control criteria too in a way it can be done.Also maybe you need to create a new field called Immediae sales Order like we have an immediate delivery check box in a sales order so that an automatic sales order can be generated when you save a delivery.
Like I said it needs some coding.
regards
Jude

Follow from Opportunity to Task

Similar Messages

Maybe you are looking for