Follow-Up Transaction grayed out
Hello experts -
We are attempting to enable follow-up transactions in certain scenarios. The follow-up transaction in the Web UI is grayed out. Please advise where we can enable this feature. Does anyone have any good documentation to make this happen?
Thank you!
Jami
Hi,
You do not need the Activity Clipboard for follow-up transactions. Regarding setting up transactions for use in the Webclient: in SPRO --> CRM --> Transactions --> Basic Settings --> Define Transaction Types you need to select the transaction type you need to have as a follow up, then choose "Channel" in the left navigation and select the WebClient channel.
Another option you might be missing is that you need to set up copy control for the transaction types you want to use as a follow-up transaction.
In case your follow-up transaction is an activity, you also might want to check out whether you activated copy control for activities in SPRO --> CRM --> Transactions --> Settings for Activities. If that's the case you also need to customize copy control for activities.
Last but not least: the buttonfor follow-up will only be available after saving your current transaction without any errors.
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We have a scenario where in we will create the Sales Transactions (OR) in ECC and then it will replicates to CRM.
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In rare instances, the setting to turn on Wi-Fi on your iPhone, iPad, or iPod touch may appear grayed out or dim. You may see the following when you tap Settings > Wi-Fi.
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Error analysis |
An exception occurred that is explained in detail below.
The exception, which is assigned to class 'CX_SY_IMPORT_MISMATCH_ERROR', was
not caught in
procedure "GET_DB" "(METHOD)", nor was it propagated by a RAISING clause.
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Information on where terminated
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To create the follow up transaction automatically on status change in sap crm?
To create the follow up transaction automatically on status change in sap crm? If yes, how to make the setting for this?
Hi vishal,
As per the requirement transaction type is activity(ACTI) & sales order(TA). when the take order objective is complete system automaticaly craete a new activity of tele sales call or metting with wholesaler.
this is requirement of client.
now i am already create all type of transaction types of activity & sales order & create follow up transaction also. i have doam already create action profile also but when i am assign this action profile to transaction & try to create an sales order no follow up transaction could be create automatically. i think the condition is not right so please help me out in this. what should be the start & schedulec condition for this scenerio -
Contract follow up transaction
Hi,
CRM 4.0
Scenario: Existing Contract should get extended every month end.
I have configured the copy control for the follow up transaction.
Haven't implemented the CRM_COPY_BADI so far.
In the follow up, I see the target document, but it is greyed out.
Why am I getting this issue?
May I ask the experts to give me a step wise approach to achieve the scenario?
thanksHi Arun,
We are trying to use the same badi but don't know how to update conditions while copying? can you give an example like which tables to read and which one to update and how...? It will be helpful.
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Hi Team,
Lync 2013 client - part of Office 2013 Pro Plus - unable to edit or remove picture, option is grayed out.
Using Exchange 2010 Server and Lync 2010 Server at the back. To the best of my knowledge, this option is only available when using Exchange 2013 rather than Ex 2010.
Can somebody confirm this as I am not 100% sure about it.
Appreciate your help. Thanks
Muhammad Nadeem Ahmed Sr System Support Engineer Premier Systems (Pvt) Ltd T. +9221-2429051 Ext-226 F. +9221-2428777 M. +92300-8262627 Web. www.premier.com.pkHi,
The photo precedence in Lync 2013 is high-resolution photo from Exchange 2013 -> Photo from web address -> Active Directory photo. The "Edit or Remove Picture" button is available if you integrate Lync Server 2013 with Exchange 2013.
Since you are Lync server 2010 and Exchange 2010, you can choose the following two options:
The thumbnailPhoto attribute on the user's object in Active Directory Domain Services
A URL configured by the user
More details:
http://blogs.technet.com/b/nexthop/archive/2010/11/22/microsoft-lync-2010-photo-experience.aspx
Best Regards,
Eason Huang
Eason Huang
TechNet Community Support
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