Follow-up transaction creation

Hello everyone!
I have a copy-control defined for some Z-transaction and it works fine in SAP GUI. In PCUI there is corresponding URL in Follow-up's button dropdown list but it doesn't work.
There are threads about similar issues concerning object links, e.g. this one
PCUI: Follow-up activity
But I failed to follow it. It seems that, in case of copy-control, follow-up URL is generated dynamically and there are no corresponding object link in crmc_blueprint_c.
Any ideas?
Regards,
Kirill.

Steps:
Select/or Create your Action Profile:
Create new Action: Should be a "Method Call".
In the next screen from here, the Mehtod shd be Copy_Document, we then need select the Change button(Pencil)> Crete New
Element- Process_Type
Name- XXXXX
Short Des: XXXXXXXXXXX
ABAP Dic: CRMD_ORDERADM_H
Field: Process_type
And then in the 3rd tab above, "Intial Value" - Select teh next transaction to be riggered, here its "OPPT"
and save.
This will take care of your requirement - All Leads shd be converted to Oppt

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Performance issue: Follow up transaction creation taking too much time

hi,
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we have already implemented SAP's go-live recommendations on basis side of tune up.
thanks
RH

Hello,
Performance could be either at client/server due to the following
--> Processing(including rendering time)
--> Memory
One needs to analyze the which is the cause and then find a solution.
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Pramodh

For creation of follow up transactions automatically through Actions do we require copy control?

Hi All,
I have to create folow up transactions automatically when quotation gets approved. My question is when we create a follow up transaction automatically through Action Profile is it required to have copy control settings or not?
Thanks,
Rao

the idea of using copy control would be to copy the data as needed from the base transaction so that your follow up transaction data is consistent. You need to check your requirement and find attributes that needs to be copied over before you determine this.
I hope this helps.
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Aparna

Follow-up transaction copy control for opportunities

Our CRM system is currently configured to permit follow-up opportunity creation. When follow-up transactions are created all product categories are copied to the new opportunity. We would like to stop this. All header and business partner data should be copied as present, however product information should not be copied. (i.e. follow-up transactions currently work, we only want to switch off product data copying)
I am not familiar with follow-up transaction customization, and not sure exactly where to start. Should I be modifying the current BAdI or is there a standard customizing option to switch off copying of product categories?

Hi Derek,
Just try this:-
Go to SPRO->IMG->CRM->Transactions->Basic Settings->Copying Control for Business Transactions->Define Copying Control for Transaction Types.
Search for entry Source=oppt and target=oppt.In this entry, uncheck the check box-Copy Item Number and see if it resolves your issue or not?
Thanks and Regards,
Rohit

Transaction only as follow up transaction

Hi all,
I hope you can help me. We would like to make a certain transaction only available as follow up transaction as not as initial transaction. I know that this is possible by means of authorization but I would like to know whether this can be done in the customizing.
For example it should only be possible to create an opportunity after the creation of a lead. One should never be able to start with an opportunity.
I hope you can help!
Kind regards Mireille

Actually at a previous customer of mine they had implemented such a functionality.
I remember that wether or not a certain business transaction type was only USABLE for Follow-up purposes was determined customizing:
spro>Customer relationship management>Transactions> Basic Settings>Define Transaction types
In Standard SAP solution;in Define Transaction types (View CRMV_PROC_TYPE) for the Column ''INACTIVE'' which corresponds with field
PROCESS_BLOCKED (data element CRMT_PROCESS_BLOCKED) you have two possible entries:
X (inactive)
Y (Blocked for online Maintenance)
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Since I am not a developer I can not provide you with any coding...and I am not sure this approach will work...but it might be a good starting point
If helpfull, please award with points.
cheers
davy

Follow Up Transaction Default screen in Solution Manager

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hi
pls check the sap note
[1362264- Work Centers: Incident Create default Priority & Category|https://websmp130.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1362264]
jansi

Unable to View Follow up Transactions in Interaction Record

Hello All,
I have created a prospect performed the lead transaction on the prospect from the IC Role, the interaction record gets created as per the customization settings maintained, I have also performed a follow up meeting request on the lead transaction however in the follow up tab of the Interaction record, the transaction type, description and employee responsible are all blank, please advice what customization settings I need to perform for the same
Kind Regards
Atul

Hi Atul,
As indicated by Garcia, the follow up view on the interaction record view set only allows creation of follow up transaction and is not indicated to display already created follow up transactions.
You can enter data, like "description" in the follow up view and
press button "Follow Up" for Quick Create: here a new follow up transaction is created in the background for the entered data and added to the activity clipboard. To display the business transaction, you can click on the link in the activity clipboard
click on link "Follow Up Details": a follow up transaction is created with the data but user automatically navigates to the corresponding view to enter additional information. Also in this case, the follow up transaction is added to the activity clipboard.
You might check KBA 1781481 for troubleshooting follow up transaction and note 2039600 which introduces display of the activity clipboard in the navigation bar.
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Sigrid

Can I Control Follow Up Transactions based on the Status ?

Hi,
I have created follow-up transaction (Quote) for main transaction Opportunity (this is custom defined transaction). I am able to create the follow-up transaction alright. However, now I would want to restrict the creation of follow up transaction based on the status of Opportunity. E.g if the Opportunity status is "Open" then I should not be able to create the follow-up transaction, wheras if the Opportunity status is "Won" then I should be able to create the follow-up transaction.
Any help will be highly appreciated.
Regards,
Diptendu

Write this restricting condition in COPY or OPPORT_H method of CRM_COPY_BADI. Raise an error message when status is not as desired which will stop the creation of follow up document. Do not forget to filter for transaction type i.e. process type. Also to make it exclusive for creation of follow up document (not code for copy control also), put some other condition checking docflow or something.

Follow up transaction in CRM

Hi All,
I want to create an Order in CRM with reference to the Standard Order (which is created in ECC and replicated from ECC to CRM).
When I open the Transaction (which is created in ECC and replicated from ECC to CRM).
in CRM and clikc on follow up I am not able to create the follow up transaction.
The follow up transaction is in display mode.
Can anybody give me inputs in this regard? where is wrong
Will award the points for the helpful answer.
Regards,
-Rahul.

Hi Shalini,
The document is replicated from ECC to CRM without any errors.
For this document I just want to create follow up transaction in CRM.(I dont want to change the document in CRM)
The follow up transaction is in display mode. this is my problem.
Hi Rekha:
I have done following setting in CRM to create follow up transaction in CRM for the document which is replicated from ECC to CRM.
1)     Defined the Copying Control for Transaction type
2)     Defined Copying Control for Item categories
3)     Defined Item category determination when copying
Thanks in advance,
Regards,
-Rahul.

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

Follow-up-transactions ( OPP - AG )

Hi All,
I creating the contract with reference to quotation using the copying controls.
Header data is copied to contract but item cann,t be copied to contract,
while using the copying controls (Quotation to contract) system will ask whether the product will copied or not if check the check box product copied to the into transaction.
Am having the issue like while creating the follow-up transaction using the copying controls the product check box is highlighted with yellow box.
can u help u help me to solve this issue.
Thanks
Gskumar

while maintaing the copying controls for the transaction There are some check boxes wht checks that i ve to maintain
ex
source tr opp
Trans type Ag
check avail are
copy item number
complete reference
copying routine
copy pricing agreements
Wht check tht i ve to maintain for the copying controls for the Transaction & Itemcategories

Follow up transactions

Hi All,
I am trying to create a follow up transaction from quotation to sales order, but the items are not getting copied to oder. As the product i have chosen is configurable, iam doing the configuration in quotation it self and then when i try to create a follow up transaction as an order......the product is not getting copied.
Iam getting errors like Business Agreement doesn't exist and check the back end r/3 settings. Did some body face a similar problem like this ?
Please guide me.
Regards,
Syed.

HI Syed,
Follow the steps..it may work...
1. Hope you have Copy Control customization done and have COPY CONTROL Filter value.
2. Implement a new implementation class for BADI CRM_COPY_BADI with this copy filter
3. In the ORDERADM_I method or REFOBJ method, you will have the parents transactions details ITEM GUIDS as INPUT parameters...so try to change the changing parameter - follow up doc item values with these parents ITEM GUID values of the method with the input parameter(parent order).
Then the items will be copied even the product also.
This shud work..
Siva

Follow-up transactions in IC Webclient

We have a requirement to create follow-up transactions for sales document types (ex. standard order from an inquiry or quotation) in IC Webclient.
We looked at the IC Webclient and found that there is a possibility to create follow-up transactions only from the interaction record.
The copy controls are done and we can create follow-up transactions in SAP GUI.
Does anyone know how to create a follow-up transactions for any sales transaction type and how to provide such a facility in IC Webclient?
thanks a lot.
Sam

We have the scenario where we make follow-up transactions in the IC Webclient from a standard order to a return order for example. This is no standard functionality in the IC webclient and has been custom programmed by ECENTA a german SAP partner. It uses the standard copy control. The main issue was to get the document flow correct.
Regards,
Jacco

Create Follow up Transactions

Transaction SLFN have a button for Follow up transactions.
It consist of
1) Business activities
2) Service process
3) Task
Each of the above have sub activities. We would like to take away some of these business activities from the list.
Where do you customise these settings that show what is available and what not.
Thank you so much

Hi Johan,
This could be too old, but we also have the same requirement of disabling some of the entries in follow up transaction sub-activities.
Can you please help me with the solution, if you have resolved this issue.
Regards,
Imran

Implementation of Note 660016 for Follow up Transactions in CRM 2007

Hi All,
   We have a requirement to not show all the business activities and tasks available in crm for all the transactions as follow-ups.
   For this reason we implemented the note - 660016. Now its working fine.. It is not showing business acitivities and tasks as follow-up transactions in the CRM GUI and Web UI 2007 for all the transactions.
   But when I create a business activity as a followup for ztransaction in define copying control for business transactions.. It is showing in the CRM GUI but not in the WebUI.
But at the same time when I create a service complaint as a followup for my ztransaction, I am seeing the service complaint as a follow up in both CRM GUI and Web UI.
   Is the implementation of this note restricting business activities and taks in WebUI forever or do I need to write any extra logic or is this any configuration issue ?
Regards,
Raghu
Edited by: Raghu Danda on Mar 8, 2009 1:17 PM
Edited by: Raghu Danda on Mar 9, 2009 5:14 AM

Hi Robert,
   Thanks for your reply
   I checked the link, But I didnt get the full information there.
   Firstly, my problem is not with upgrade and
   the second thing is before implementing the note 660016, I am able to see both in CRM GUI and Web
   UI all the business acitivities and tasks along with other transaction types as follow-up transactions.
   After implementing the note, I am not able to see only the business activities and tasks in the Web UI
   as follow-ups and in CRM GUI, its appearing as follow-ups.
   Hope you got my question now...
   If this is not done in customization I need to code according to my scenario..
   When I kept a break point this class is triggering from another class.
   Do I need to code in the class CL_CRM_UIU_BT_ACT_CUST_GET, according to my scenario.
   Again I have a question here, will you please tell me in which component this class exists, so that I
   will enhance that component.
   Because when I debug after clicking on the Follow-Up button,this class is calling some where
   down...So I am unbale to get the right component for this.
Regards,
Raghu
I

Follow-up transaction creation

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