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

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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

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

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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?
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See:
* http://kb.mozillazine.org/Software_Update (Software Update not working properly)
Remove the files in the updates and updates\0 folder.
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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.

Treasury - Contract Expired - Any follow-up activities

We had our first treasury contract mature in SAP since we went live and I'm not sure if any follow-up activities need to be done. The contract is in status 'settlement.' Is there a way to get the contract into an expired/matured type status?

HI
The settlement stage is the last stage of a transaction based on it's processing category.
You can define your own processing steps ( unfortunately ))
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SAP Treasury

Talent Review Meeting - Follow-up activities

Hello Experts,
We are on ERP 6.0 - EHP6.
I have created a talent review meeting, but when I go to do the Follow-up Activities, the button is disabled. There is a Badi to enable this button?
After creating this talent review metting, the value of performance and Potential was saved in infotype 7409 and 7408, but in my opinion it should be also saved in the appraisal documents and it doesn´t happen.
Could you help me?
Thank You
Clemilda

Hi Luke,
Yes, I configurated look the prints bellow.
The status off apraissal is
The botton UPDATE_POST_TRM I create, because in the sistem don´t existe.
I configurate the button in Talent Management and Talent Development --> Assessment of Employees -> Employee Assessment with Flexible Appraisal Processes-> Define Data Retrieval for Flexible Appraisal Processes->Assign Status Change to Appraisal Templates.
Best regards,
Clemilda

Need to assign follow up activities to Service Quotations

Hi All,
can any one give me soluton on
Need to assign follow up activities to Service Quotations (Create Service Quotation type "ZAV"...transaction code VA21. Need quotes to print out 90 days before service is due again in the following year.
Thanks in advance.

Have you already customized Copy Control for your Service Order? If you want to add other transaction types the setting is necessary.
The customizing path is shown as below.
SPRO
-> CRM
-> Transactions
    -> Basic Settings
      -> Copying Control for Business Transactions
        -> Define Copying Control for Transaction Types
Regards,
Web

Alertmonitoring in SAP XI and the standard text follow up activities

Hello together,
we implement the XI Alertmonitoring. This works propertly.
Only I we don't need the section "follow up activites". So it is possible
to delete the entry ?
Here the error message as-is:
Alert ID: ##80586##
XI System ID: P80
Alert created at: 09:13:42
Message-ID: 4868040FC4B072A2E10000000AA001B6
Description of the alert rule: CPH -> Transalliance
Error category: MAPPING
Error code: MAPPING.EXCEPTION_DURING_EXECUTE
Message information:
Sender party:
Sender service: PKG_R3_CPH_340
Sender namespace: urn:sap-com:document:sap:idoc:messages
Sender interface: ZMATMAS.ZMATMAS03
Receiver party: Receiver service: BS_TA
Receiver namespace: http://pkg.com/transalliance
Receiver interface: MI_Master_In
Adapter type:
Error text from the Adapter Engine:
all below this message is undesired
Mögliche Folgeaktivitäten: (engl. follow up activities)
Message Monitor http://XXXXX.XXXX.com:XXXXX/rwb_mdt/index.jsp?rwb=true&objectName=name=is.XX.XXXXXX,type=XIServerEngine&messageid=
Message Monitor (sichere Verbindung) https://XXXXX.XXXXX.com:/rwb_mdt/index.jsp?rwb=true&objectName=name=is.80.bbnxip10,type=XIServerEngine&messageid=
So, is there any possibility to cut this message ?
Thanks
Regards
Stephan

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

Visibility of follow up activities

Hi All,
within the webgui of CRM 2007, we can't figure out how to distinguish follow up activities within the account overview.
All activities are visible, but the user can't see or an activity is a follow up activity from an other activity or not. This was possible in the old GUI (transaction CIC0), it was possible to expand an activity and see the follow up activities.
Anybody got an idea how to solve this?
Kind regards
Immanuel

Hi,
To get the followup transactions in WEB UI do the customise setting suggest as below..
STEP1:
Path:
Customer Relationship Management>Transactions->Basic Setting>Define Transaction Types.
Select the required transaction types and assign CRM WEB UI at the CHANNEL level to the transactions as per the requirement.
STEP2:
Maintain Copying Control for Business Transactions what ever you required as a followup transactions.
I think with the STEP 1 you can resolve the issue which you are facing.
Let me know if you are facing any challenge in COPY CONTROLES.
Regards,
Sathyadev Kanagala.
Edited by: Kanagala Sathyadev on May 28, 2009 5:02 PM
Edited by: Kanagala Sathyadev on May 28, 2009 5:03 PM

Error in Phase Deleting Substitution Tablespaces - (Follow Up Activities)

Hello,
I have the following problem after finish upgrade 4.7 for ECC6 SR3 AIX-DB2 9.5
At phase Follow up Activities : 6.2 Deleting Substitution Tablespaces. (pag 139 - Upgrade Guide)
Delete old
PSAPES<source release>D
PSAPES<source release>I
PSAPEL<source release>D
PSAPEL<source release>I
I deleted the tablespaces PRD#EL620D and PRD#EL620I with sucess, but when I try delete the tablespace PRD#ES620D, the following error appear :
$ db2 drop tablespace PRD#ES620D
DB21034E The command was processed as an SQL statement because it was not a
valid Command Line Processor command. During SQL processing it returned:
SQL0282N Table space "PRD#ES620D" cannot be dropped because at least one of
the tables in it, "SAPPRD.BCACT", has one or more of its parts in another
table space. SQLSTATE=55024
How can I resolve this problem ?
best regards

Dear Emerson,
Can you check your list of tables if they are all listed in OSS note 674070.
From reading you message it sounds like you situation is covered by section 4.
Can I ask you to please follow the instructions in attached note 674070?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Table names: BTCSED, DVERS, EDMAP, FREF, IXDIT, IXTYT, ST05RESULT,
TESCL, TESPO, VBLOG, BCACT, BCCOM, BCSPO, BCTOU, CNTLWARN, DFAXD, E071K,
STXRDIR, T705T, TRT1, TRTES, TSTCA_C, BCEXC, BCRES, PDSNR, POCTRACE,
STXRDID, T705X, T77ALE_DEF, T77ALE_IF, T77ALE_IFT, TRSTIT, TWPSSO2SGN,
TWPSSO2VER, CD0T000, CD0T120TAB, CD0T130TAB, CD0T140TAB, CD0T500TAB,
CD2APP0, CD2HV1PTAB, CD2HV2FTAB, DDVE1, DDVEPR, TFLOATCONV, VERPF,
VERPF2, VGGT2, VGHT2, VGPT2
The error only occurs with databases that use different containers
(tablespaces, DBSpaces, and so on) for saving data. Caution: The report
described in this note is only implemented for the Oracle, Informix and
DB2 UDB for UNIX and Windows databases. It is not required for other
databases.
Solution
1. Download the attached SAR archive ("Attachments" tab) and use the
 relevant SAPCAR to unpack it to your transport directory.
2. Then import the transport B20K8A1ZZI into your system. This contains
 the report RSCHECKEXC.
 Caution: To import the transport, you need an R3trans version dating
 from at least 18.8.05.
3. Call transaction SE38 and execute the "RSCHECKEXC" report directly.
 The report output is attached to the log file
 <DIR_TRANS>/tmp/RSCHKEXC.<SID>.
The various possible uses for the report are explained below:
4. You have performed the release upgrade and notice the symptom
 described above: The old substitution containers are not empty.
 Solution: Use database tools to generate a list of tables that are
 in the old substitution container and save this list in a text file
 (one table name on each row). Copy this file to the application
 server on which you call the RSCHECKEXC report.
 When you call the report, enter the absolute file name in the
 "TABFILE" field and execute the report.
 As described above, you can now select the MODE="" (check only),
 MODE="DRCR" (recreate empty tables) and MODE="ICNV" (add tables wit
 contents to the ICNV) options.
 Unlike before, where the report selects all of the tables that have
 one substitution table type, the report now works on the list of
 tables from the file.
After you have successfully implemented this note, the old exchange
container (PSAP<SID>620) should be empty. Use database tools to confirm
that this is the case.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
I believe that this note will resolve your issue.
Regards,
Abhishek

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

Follow-up Activities for ERP Order (ERP_H)

Hello,
is it possible to create follow-up activities for documents which are in ERP (not CRM).
For example for the quotations and sales orders which are visible in CRM using component ERP_H?
Is anybody using such a scenario of CRM activities for ERP quotations / orders?
Thanks a lot
best regards
Manfred

Hi Manfred,
It is possible to create follow-up activities for documents which are in ERP (not CRM) like the ERP Sales Order as a Standard functionality, meaning the Activities in CRM can be created as a follow up document to ERP sales order.
Assign the Channel Interaction Center WebClient to the transaction type (Activities) in SPRO and you will see the follow up activity to the ERP Sales order
Is anybody using such a scenario of CRM activities for ERP quotations / orders?
--> We have a scenario to create an activity from ERP order. I assigned the channel as mentioned above and I can see the follow up activity to ERP sales Order.
Hope this helps.
Regards,
Chandrakant

Follow-up Activities in Recruitment...

Hi Experts,
I have a query regarding 'Recruitment-PB60'. When I try to do 'Follow-up Activities', it is not working & giving me an error- 'Activity
type 007 not maintained (Choose another Entry) & likewise Activity Type 018 & 016 not ..............'
How would it be sorted out? Kindly explain.
Thanks & Regards,
Geeta Chaudhary.

Hi,
If you are hiring the applicant after completing the Bulk processing PBA3.
1. In PB60 you first select the Hire date from the planned activities and click on Follow-up activities then from the pop p screen tick the completed activity as interview inv.
In the next pop up complete activity select the activity type 016 interim reply.
2. Next again select the hire date from the planned activity and go to edit and select created completed activity and select the activity type 014 Hiring date.
Try to execute this and see.

Follow up Activities in CRM2007

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