Follow Up transaction for Leads

Hi Experts,
I am facing an issue in the Web Ic while creating a follow up for Lead. When i am trying to create a followup from lead the Pop Up appears for secting teh transaction type, but it is not showing the Transaction type which had maintained in the Copy control setting, whereas it shows all other transaction which i have not configured.
Any suggestions.
Regards
Arun Kumar

Hi Praveen & Arup,
I am not using any product in my lead creation. Secondly i want to create a follow up as Ztransaction type for Activity where i dont get any item category.
Can you please sugegst. I am using teh Business Role MARKETINGPRO.
Regards
Arun Kumar

Similar Messages

How to configure follow up transactions for service order

Dear All,
I want to configure follow up transactions for service order as I already there is follow up transaction
For Service order below are follow up transactions
Service confirmation
Warranty claim
complaints
Task
If I want to add customized one then how to add ?? as I am not able to find out configure in IMG
kapil

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

Not showing transactions for creating follow up transaction for service tic

Hi,
I created copy copy control settings for transactions for service ticket.initially i created service ticket and saved the document.after that i clicked on follow up button and i am trying to selct transactions.but i am not able to see any transactions in drop down list for creating floow up transactions.
i am able to see in gui but i am not able to see in ic
Thanks & Regards
Kishore Kumar

You need to do also this:
1. Activate Copying Control of Activities
CRM - Transactions - Settings for Activities - Activate Copying Control of Activities
This will cause that only transactions defined in your Business Transaction Profile are visible in dropdown list.
and...
2. Define Copying Control of Transaction Types
CRM - Transactions - Basic Settings - Copying Control of Transaction Types - Define Copying Control of Transaction Types
Here select Source Transaction and choose Target Transaction.
Save and it's done.
Edited by: drabas on Apr 7, 2010 5:58 PM

Error in Follow up transaction for quote created in r/3 in CRM

Hi CRM Gurus,
I need an information on a requirement ... I have maintained the middleware settings for transferring the quotation from r/3 to CRM . Now I want to create a contract as follow up document based on this quotation... is it possible? if yes then how.. please help urgently I am in big soup....
Regards,
Puneet Makkar

Hello,
you should explain your solution to help others. I think it was a missing Object Link, wasn't it?
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Gregor

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

Common follow-up task for multiple lead transaction types

Hi Gurus,
Happy New Year.
I am creating 3 lead transaction types as per the business requirement and i want to use common lead follow-up task for all three Lead transaction types. My question over here is what are the problems if i use common follow-up task for multiple lead types.
Thanks and Regards,
Arun

Hi DJ,
Thanks for the Quick response....
comming to your questions,
1. As of now i am planning to use same number ranges for 3 lead transaction types.
2. Yes these lead types are user specific. first two lead transaction types will be seen by User A , and Lead Type 3 will be seen to User B.
please suggest me how to go on.
Awaiting for your response.
Thanks and Regards,
Arun

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

Memory read for follow up transaction

Hi ,
Can anyone please help me how to capture memory value for follow up transaction? Here is my busniess case:
1) User creates Lead
2) From Lead, using manual follow up user creates Order
3) When you are creating order as a follow up system gives pop-up asking to save the lead, if yes then lead will be saved and order will be created.
4) My requirment here is When user click on "Yes", I would like to change my qualification to blank, if qualification level is other than "blank".
How to capture "YES" from memory to change qualification level.
Any thoughts? Thanks for your time.
Thanks,
Ajay

Agree but my question is how to capture "yes" value from pop up screen in CRM_ORDER_SAVE BADI?
Thanks,
Ajay

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

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

Auth. Object for follow up transactions in CRM

Hello experts,
I have created a few roles in CRM as i had to segregate the users' access to transactions as per their departments (Org. Units). The users are working on EP7 and everything is working fine except that they are <b>not able to create FOLLOW UP transactions</b>
The standard sales representative role is working perfect, Please help & let me know if there is any authorization object required which iam missing..i've tried everything.
thnx,
Jacob

any replies plzz iam in urgent need of a solution ??
thnx
Jacob.

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.
Thanks,
Aparna

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 transaction.

I have created a follow-up transaction( Opportunity) for a transaction (Lead).
In which table or structure will I find an entry that a follow up transaction has been created for this particular lead transaction.
Please tell the flag or a field entry in a table that suggests the same.
Thanks

check tables : SRRELROLES and CRMD_BINREL
From SRRELROLES you will take roleid of the lead ( for LEAD GUID and ROLTYPE = VORGANGER -- vorgaenger means predecessor--) and with this roleid you will search in CRMD_BINREL
BR,
Florin.

Follow Up transaction for Leads

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