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

Similar Messages

Creation of an opportunity from quotation within CRM

Hello Experts,
The business requirement is asfollows:
The quotations that have been created in ECC are replicated to quotations in CRM. Now they want to be able to create CRM opportunities as a follow up transaction to CRM quotation. I know this is opposite of what a standard flow is i.e., from opportunity to quotation in CRM.
My question is:
Is it possible to create a CRM Opportunity from a CRM Qutoation as a follow-up transaction?
Experts, Please provide some pointers towards achieving the above functionality.
Many thanks,
VSK....

Experts, This is an immediate requirement..
Kindly provide some pointers.
Rgds,
VSK...

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

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.

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.

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

Letter of Credit not copying from Quotation to Sales order

Hello,
I have attached a LC to a Quotation. When i am making an order with reference to the Quotation, the LC is not copying from Quotation to the Sales order. Kindly help.
Regards,
Shahzad

Hi,
Did you want to say that you have maintain some text in quotation and that text is not copying to the sales order some thing like that?
So I suggest you to check your setting by going to the following Tcodes.
VOTXN over there you can define the text types.
And you have to assign you text determination procedure to the order also.
If you want that text to be copied to the billing also then assign the procedure to the billing doc.
If you have assigned properly your procedure then it will copy the document.
Regards
Raj.

Copying pricing condition from quotation to sales order

Hi,
I would like to know how the following can be achieved.
In quotation, i have two conditions type.
For e.g. a item value
1000 -> PR00
3% -> ZMarkup
Gross Value -> 1003
In the sales order, we are only having PR00 as the condition type. Thus only 1000 is being copied to sales order.
How can i achieve such that the gross value in the quotation can be copied into PR00 of sales order?
Regards

Hi Friend,
To copy the pricing from Quotation to Sales order without change you have to maintain copy control settings from QT to OR
Goto the Transaction code VTAA then click on position and choose the Source document as QT and the Target document as OR
Then click on the item in the control tab and choose ur item category and click on Display
Now in the Pricing field change the value To D
Hope it is clear and work.
regards,
santosh

Ship to party is not comming same in Sales order from Quotation?

Dear all,
Here I have a scenario,
(1) I created 1111 sold to party and extended fot SH,BP,PY and
(2) I created 2222 ship to pary is only a SH not others.
Now when i enter 1111 for sold to party and 2222 as a ship to party in Quotation and when i am going to create a order with reference to that Quoatation the system pick up 1111 as a sold to party and also ship to party same in order.
Why?
Can anybody guide me
Thanks
Jayesh

Hi Jayesh,
If I understand you correctly, you want that when creating SO from Quoatation
the Ship to Party also follow/copy Ship to Party from Quotation, right?
Just to confirm with you, when you creating SO reference from Quotation, you
use copy/follow-up function, am I right?
You can do this by setting in configuration of Copy Control (like mentioned by Hui).
Step as follow :
1. Go to IMG->CRM->Transactions->Basic Settings->Copying Control for
    Business Transactions
2. Create your BAdi (Business Add-In for Copying Control), such as get Ship to
    Party value from source document and use it in current document
3. Use this Rule you have created in BAdi (no. 2), in copy control transaction type
    IMG->CRM->Transactions->Basic Settings->Copying Control for
    Business Transactions-> Define Copying Control for Transaction Types
4. Here you set Copying Routine for your transaction types (put name of your Badi
    created in step no. 2)
Or alternatively, you can set it on access sequence in Partner Function
Ship to Party in configuration. You can define access sequence the Ship
to Party is taken from Preceeding Document -> Ship To Party
1. Go to Partner Function access sequence :
    IMG->CRM->Basic Functions->Partner Processing->Define Access Sequence
2. Create new access sequence with following entry :
    - Source COM_PARTNER_A (PrecedingPartner)
    - Check Mapping for Partner Being search
    - Partner Function in Source = Ship To Party
3. Assign this Access Sequence in you Partner Function used in Sales Order Transaction
   Type.
Tell me if this is what you looking for
Gun.

Deactivate Opportunity from activity

Hi Forum,
I have a requirement where I have to restrict the user <i><b>not to create opportunity from activity transaction</b></i>.He has to create and process Opportunity only from Lead.
So please guide how I can hide opportunity as a follow-up transaction from Activity.
Thanks in advance
Shridhar

Hi Sridhar,
There are two ways to do this,
1 ) DOnt create follow up transaction settings from Activity to Opportunity
2) If you already have a setting delete the settings, Go to copy control for transactions in IMG and go to the record where it says 0001 to oppt or any other copy control settings from activty to oppt.. higlight the same and say delete
you should be good to go
thanks and Please reward points if this works

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

Problem follow-up item from Service Order to Complaint in IC CRM 7

Hi gurus,
From a Z Interaction Center CRM 7 role (Front Office agent) create by ourselves, we need to create a follow-up complaint from a service order, exactly we need to create a CRMC transaction follow-up from a SRVO transaction. We have do the copying control between these two transactions.
The items categories that we use are, for SRVO transaction, the SRVS category (Product) and, for CRMC transaction, the COMP category (Complaint). We also have do the copying control between these two items categories.
In addition, we have defined the following item category determination when copying:
Source category: SRVS (Product)
Target transaction type: CRMC (Complaint)
Target item category: COMP (Complaint)
When we use a the CRM 7 role SERVICEPRO (Back Office agent), we can create a Complaint (CRMC) follow-up from a Service Order (SRVO) and immediately it appears a pop-up that allows to select the item of the Service Order to add it as a item of the Complaint. But when we use the Z Interaction Center CRM 7 role and do the same, we can't select this item, no pop-up appears.
Please, is it necessary to do some configuration for it? Our Front Office Agent has to be able to do it.
Regards,
Jesus

Hi Jesus,
I was suspecting this, we had a similar problem in CRM 6.0, i thought this is no more there in CRM 7.0. Well we had raised an OSS message for this and the reply was a development in the view or use the service pro view(sans)ICWEB apllications.
This happens with any followup you want to create in the ICWEB view since there is no pop up here.
I would suggest you to raise an OSS for this
Regards
Raj

IPod Touch 5th Generation won't turn on and the home button is broken, followed the steps from another thread but it's still not working

I have an iPod Touch 5th Generation with iOS 8.1, my home button is broken and I've been using AssistiveTouch for months now. Today I just locked my iPod and it wouldn't unlock again, it doesn't respond at all, it won't turn on. It was almost fully charged, so it's not the battery. I followed the steps from this thread, but I'm still getting the "USBMuxListenerCreate: No Error" message in CMD Prompt. I bought my iPod abroad and even though I do have the warranty, I've been told at the iStore that it's not valid here, so going to the store isn't really an option. Any ideas how to solve this?

Sorry, but without a working home button it is not possible to reset or restore your device. You should visit an Authorized Appel Service Provider or Apple Store to get it serviced. The warranty for an iPod is not limited to the country where it has been bought, check here: one-year limited warranty
Jailbraking the device will void the warranty.
You can check the warranty status by inserting the serial number on this page: https://selfsolve.apple.com/agreementWarrantyDynamic.do
A list of Authorized Apple Service Providers can be found here: iPod touch - Contact Us - Apple Support

Sales office and sales group are not copied from quotation to sales order

Hi All,
I have maintained sales office and sales group in quotation maually at header level.while coping to sales order sales office and sales group are missing.
Please let me know what would be reason for missing those twoand whether i should check anything in copy controls.
Regards
Mohan

As its a standard functionality to have the Sales Group & Sales Office from Quotation to Order. But in your case, check the Copy Control settings at Header Level .
DataT 051 General header data Copying requirements 001 Header-same customer
DataT 101 Header business data
DataT 001 Partner header
In case , they are also same, then check if any Logic is added in the Existing Routine.
Best Regards,
Ankur

Follow-up opportunity from quotation

Similar Messages

Maybe you are looking for