Follow-up Activities from Leads/Opportunities

HI,
We have configured the follow-up Activities from Leads/Opportunities in CRM. We created a standalone PCUI BSP iView for Activities and assigned ACTIVITYCRM object type to our Role.
Leads to follow-up Opportunities is working but from Leads/Opportunities to follow-up Activities is NOT working. Standalone Activities is working though directly from the menu.
Any input/thought will be appreciated.
Thanks,
Jas

Please check the follow the below points.
1. SPRO -> CRM -> Layout of user Interface -> Navigation (URL generation) -> Assign Object Method to Role. (Check your role and object with Portal Role)
2. Add "CRM_URL_BUFFER_OFF" = "X" Parameter in SU01 for the user.
3. If you assigned many roles to the user in CRM check the Priority.
I hope it will work.
Regards,
Bala.c

Similar Messages

Follow-up: From Leads/Opportunities to Activities

HI,
We have configured the follow-up Activities from Leads/Opportunities in CRM. We created a standalone PCUI BSP iView for Activities and assigned ACTIVITYCRM object type to our Role.
Leads to follow-up Opportunities is working but from Leads/Opportunities to follow-up Activities is NOT working. Standalone Activities is working though directly from the menu.
Any input/thought will be appreciated.
Thanks,
Jas

Hi
We have various Forum categories,
Please post your thread in SAP SOLUTIONS (Forum category )
In that we have variuos forums , you can post your thread in
CRM-People centric user interface
Or
CRM-Webapplications forum
Good luck
Regards
Bala

Restricting Follow Up Activities on Lead Transaction

Hello All,
I need to restrict certain follow up activities on the lead transaction, I have gone through the forum and found out that the same can be restricted using authorizations
Following are the posts
Limit the transaction types by role
Restrict the transactions type in pop-up when creating a Transaction
Following are the auth code checks I have performed
The objects CRM_ORD_LP and CRM_ORD_OP have been set to inactive screen shot attached below
The transaction type Z002 which needs to be excluded is not maintained in the object CRM_ORD_PR
For the concerned user only one role is assigned, however when I am creating the follow up activity from the lead transaction, the system is allowing me to create the same, please advice if I am missing some configurations
I am able to create the activity as per the screen shot below
Kind Regards
Atul

Hi Shobhit,
Thank you for your prompt reply, I have the following queries appreciate if you could let me know
For the Object CRM_ORD_LP
What entry I need to maintain for the activity
For the object CRM_ORD_OP what entry do I need to maintain for the below three parameters
a) Activity
b) Partner Function
c) Partner Function Category
Kind Regards
Atul

Category ID value display (in pop-up)when creating follow-up Oppt from Lead

System - SAP CRM 7.0 EHP 1
At the time of Lead creation the USER might not know the exact product
which the customer will buy. Hence, the user should put the Category
of the products in a Lead
In out scenario, we are using Category ID (say ABC_12) and also the
products in a Lead transaction.
When we create the FOLLOW-UP from Lead to Opportunity, on the
pop-up where we see the list of products, their quantity, but NOT THE
CATEGORY ID which we have mentioned in the LEAD
Why is it so? The user should see all the line items in the selection
pop-up when we create the opportunity as a follow-up from Lead
Kindly revert.

Hi Punit,
SAP has released sap note 1671091 for the same.
Please implement the same and you problem will be solved.
Thanks & Regards,
Kapil Kumar

Can not create follow up transaction FS Quotation from Lead in Interaction

Dear All,
We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.
I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.
Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.
What I found after investigation is that transaction type with Financial Contract as Leading business category can not be available for follow up from Lead in web ui but available in CRM online. When I change the leading business category to another one same transaction type can be seen for Follow up from Lead in web ui.
Please let me know if you have any suggestion or faced similar kind of issue.
Regards
Pankaj Vispute

Hello Pankaj,
Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:
'A' : Interaction Log
'F' : Appointment
'G' : E-Mail
'H' : Task
Best regards,
John

Can not create follow up transaction FS Quotation from Lead in WEB UI

Dear All,
We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.
I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.
Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.
Please let me know if you have any suggestion or faced similar kind of issue.
Regards
Pankaj Vispute

Hello Pankaj,
Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:
'A' : Interaction Log
'F' : Appointment
'G' : E-Mail
'H' : Task
Best regards,
John

Follow up Activities in CRM2007

Hi Folks ,
I m trying to creat a follow up activities for Lead , Opportunity - Activities is generating but im not able to open the Activity - The following is the Warning messages which is displayed.
CRM_UI_FRAME/WorkAreaViewSet - Details for Diagnosis
An exception occurred during request processing. This was handled centrally. It changed the program flow and the result of the request probably contains errors.
Procedure
Contact your system administrator.
Procedure for System Administration
Activate checkpoint group BSP_WD_EXCEPTION_DISPLAY. To do this, use transaction SAAB. If the error recurs, further details are displayed.
I have maintained the steps as mentioned above - but also i could not able to view the activites . If i cross check in the GUI - I able to open & create the activities .
If any body has faced same problem - Please provide your valueable inputs.
Regards,
Amrita

Hi Amrita,
you said you activated checkpoint group BSP_WD_EXCEPTION_DISPLAY for your user in TX SAAB.
What is the extended error message that is shown on the UI now?
As everything is working fine in SAP GUI it will most likely be an error related to the WebClient component.
cheers Carsten

Sales Opportunities and Follow Up Activities

Hi Experts.
We have a customer who uses Sales Opportunities and Activities extensively.
What they are finding is that when they create a follow up Activity from an Activity linked to a Sales Opportunity, the fields Source Object Type and Source Object No. are not always populated with Sales Opportunity and the Sales Opportunity number. This data is showing on the original Activity.
Also, when you access Related Activities from the Sales Opportunity, the follow up Activity is not always show.
I would like to be able to send you some screen dumps of this.
Any suggestions?
Thanks for you time.
Julie Coppins

What is your B1 version and PL? It is probably a bug due to less demand to this function. Log a message to support team anyway to get their official answer.
Thanks,
Gordon

Stop document flow from Lead to Activities

Hi gurus,
Got a very simple question. I have created a bunch of custom activities. Now all of them should be accessible to Opportunity but only some of them should be accessible from the Lead.
At this point all these activities are available (document data flows from Lead to all Activties) to the Lead. When a user creats a Lead and tries to create a follow-up activity from here, he should not view certain Acitvities (only the Opportunity should be able to access them). I haven't done anything (copy control etc) specific for this to happen, hence I do not know how to stop this happening
Thanks,
-PR

In SAP Standard you can always create any type of activity as a follow-up transaction from any transaction. The copy control customizing only is valid for non-activities. So if you want to exclude some activities from being created as a follow-up transaction in certain szenarios you need to modify the standard I am afraid.
Regards, Kai

Delete all entries from the following tables - Follow-up Activities (oracle)

Hello,
I performed a homogeneous system copy of our development BW system with the database (oracle 11.2.0.3) from the BW production system!
I already start the oracle database and the SAP system in the target system/server (development BW system) and I´m doing some follow-up activities. One of this activities is (at the system copy guide 6.2.3.2 Activities at Database Level) is to delete all entries from the following tables:
DBSTATHORA, DBSTAIHORA, DBSTATIORA, DBSTATTORA
I tried to delete them using SQL Plus:
sqlplus /nolog
SQL> connect /as sysdba
SQL> delete from DBSTATTORA;
delete from DBSTATTORA
ERROR at line 1:
ORA-00942: table or view does not exist
... and it show me that error message.
This is strange because when I go to transaction SE14 and check the DBSTATTORA I see that table exist and contain a lot of entries!
Why this is happened in SQL Plus!? I´m running the correct SQL statement for doing this type of task or not?
How can I delete the entries of that tables? Can I do that using the transaction SE14?
Can you help me please?
Thank you,
samid raif

Hello
sqlplus /nolog
SQL> connect /as sysdba
SQL> delete from DBSTATTORA;
delete from DBSTATTORA
ERROR at line 1:
ORA-00942: table or view does not exist
It doesn't surprise me as you are not mentioning the schema name here. Instead it should be
delete from SAPSR3.DBSTATTORA;
Assuming the schema owner is SAPSR3. if the owner is different then replace that with the correct one.
Regards
RB

Follow up of activities from old opportunity to new opportunity

Hi Team members,
I want to create a new opportunity for a customer, but the activities from the earlier opportunity (of the same customer) should get displayed in the new opportunity
Please let me know the steps or hints
Thank you and kindest regards

Hi Team members,
I want to create a new opportunity for a customer, but the activities from the earlier opportunity (of the same customer) should get displayed in the new opportunity
Please let me know the steps or hints
Thank you and kindest regards

Problem with follow-up transaction from task

Hello,
I have a problem with creating follow-up transaction from tasks. Here is the problem,
I've defined two new transaction types Z010/Z020 with business transaction category BUS2000125 TASK and I want to be able to create follow-up transaction from them. After defining them I've mapped the copying control so that I'm able to create opportunities, tasks and leads from those transaction types. However, when I'm testing there is a problem. Here are the steps I'm performing:
1: I'm creating a new Task from any of those two transaction types (Z010/Z020)
2: I'm saving the transaction and then I save it.
3: Open the transaction More -> Create follow up
4: A pop-up window appears with the possible follow-up transactions (in this case task/opportunity or lead).
5: I click on any of those but nothing happens - no indication of error or whatsoever the screen just stays the same and I'm able to click on More -> Create follow up and choose any of the possible entries. However, there is no result.
I have a requirement for follow up transactions from opportunities and everything works just fine there, the problem is only with Tasks. I've tested this from the backend (CRMD_ORDER) and I'm able to create a follow-up from this transaction types (Z010/Z020), so the problem seems to be something with the CRM UI. If any of you have an idea why is this happening and how to fix it, please tell.
Thanks in advance!

Hi John,
Please refer as well to note 661305:
this part:
Note:
As of CRM 7.0, this modification is no longer required because the IMG
activity "Activate Copying Control for Activities" is provided (maintaining the
table/view CRMC_ACT_COPY_SW in transaction SM30). Here you can decide whether
the copying control for activities and tasks (BUS2000126 and BUS2000125) is
active or inactive depending on the specific client.
IMG path
(transaction SPRO):
Customer Relationship Management
-->
Transactions
--> Settings for Activities
--> Activate Copying
Control for Activities
In the standard system, the copying control for
tasks and activities remains inactive.
========================================================
Best regards - Christophe

Upgrade to 4.0 - asking for 'follow-up activities for middleware'?!??!!

HI,
My upgrade from 3.1 to 4.0 has been going smoothly up to now.
It stopped in phase REQ_BBWPCRM now asking me to perform the actions in the chapter 'Follow-up activities for the Middleware' in the documentation 'Upgrade Guide - CRM 5.0'.
No mention of this is made in the Solution Manager 4.0 upgrade guide. I had a look at the CRM upgrade guide and those steps have nothing to do at all with Solution Manager and seem very CRM specific.
Anyone has any advice on what to do at this point?
I am tempted to just ignore this and to say Continue in the Upgrade Assistant, but I dont want to miss something important and then have to restore.

See:
* http://kb.mozillazine.org/Software_Update (Software Update not working properly)
Remove the files in the updates and updates\0 folder.
You may need to delete active-update.xml and updates.xml as well if present.
You can probably find the updates folder in the Firefox program folder.

Interaction records,Service tickets,Follow-up activities

hi all!
I need objects (FM, BDocs...Etc...) that related to interaction records, service tickets, follow-up activities of the business partners.
can anybody help me out.
regards
sachin

My question was answered by Experts.
1.I tried with the code to retirve GUID,HEADER/ITEM Guid's related to the BPnumber from CRMF_ORDER_INDEX table.
2.I have stored header/item GUID's in different internal tables and append all the values that fetched above with in the loop.
3. Clear header/item guid's,that they can have next value in the loop.(Important)
4.Next step call the FM CRM_ORDER_READ with in the loop and assign import/export parameters.
4.Display the records.
Thanks for Everything.........

!How to find out follow up activities created during creation of an Order??

Hi Gurus,
I want to find out the number of follow up activities created during creation of an Order??
Is there any BAPI or Function Module which can detrmine the number of follow up activities after creation / saving an Order..
Please Reply fast.
Thanks
Pranay

Hi Pranav,
I am confident this will solve your problem:
Step 1.
Enter the guid of the current order into function module
CRM_DOC_FLOW_READ_DB.
Code:
DATA : t_doc_links TYPE crmt_doc_flow_db_wrkt,
 v_guid TYPE crmt_object_guid.
v_guid = <guid of the order from table crmd_orderadm_h>
CALL FUNCTION 'CRM_DOC_FLOW_READ_DB'
 EXPORTING
 iv_header_guid = v_guid
 IMPORTING
 et_doc_links = t_doc_links
 EXCEPTIONS
 error_occurred = 1
 OTHERS = 2.
Step2.
Now loop through the returned table ie t_doc_links.
Records which fulfill the following criteria are
the follow up records.
reltype = 'VONA'
objtype_b = 'BUS2000126'
objkey_b = v_temp
roletype_b = 'NACHFOLGER'
roletype_a = 'VORGAENGER'.
Step:3
Now Count the records which fulfill the above creteria.
This count represent the number of followups created.
REWARD THE ANSWER WITH FULL 10 POINTS IF UR PROBLEM IS SOLVED.
thanks,
ashish.

Follow-up Activities from Leads/Opportunities

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