Follow-Up Transaction in WebClient UI

Hello,
I want to create a follow-document in Web UI. Copy Control works in SAP GUI but when I press the button for Follow-Up in Web UI no transaction types are displayed in the PopUp.
Any idea of how to solve this?
Best Regards
JM

Hi,
I debugged as suggested and I found this situation:
In this code:
READ TABLE st_nav_support INTO ls_nav_support
    WITH TABLE KEY ui_action = iv_ui_action
                   ui_object_type = lv_ui_object_type.
IF sy-subrc EQ 0.
    rv_result = ls_nav_support-supported.
    RETURN.
ENDIF.
ls_nav_support-supported is returning false.
st_nav_support is a buffer table
I changed the value to field supported = X and now it works.
I think this internal table is not being refresh sometime or somewhere.
Any idea of how to avoid this situation?
Best regards
JM

Similar Messages

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

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.

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 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

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

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.

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.

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)
These values are stored in the domain CRMT_PROCESS_BLOCKED as a value Range.
Ofcourse, I can not verify this anymore since I am currently working at another customer, but I assume they made another 'customer' entry , e.g. FOLLOWUP and adjusted the coding to check on the customizing settings for a certain Transaction type.
Next I think they might have used the BADI CRM_ORDER_AUTH_CHECK in method CRM_ORDER_ADD_AUTH_CHECK to do a check based on the IV_PROCESS_TYPE and verify in TableView CRMV_PROC_TYPE what the entry is for field 'PROCESS_BLOCKED'. If the field has value 'FOLLOWUP' I think a message was raised 'this transaction type is only used as follow-up'.
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 Issues !!!

Dear friends,
When i create a follow-up transaction from Transaction type "SLFN",
by clicking Follow-up-transaction -> Service Process-> Change Request.
i get the screen which prompts me for items details, product and so on..
This behaviour is not expected.
However when i click on either the FAST TRACK tab Or TRANSACTION DATA TAB, the srceen for Items details, products then are not visisble at all.
When i create Transation change request from CRMD_order-> Business transaction>create->Service process-> Change request, i dont see any items details, products and so on which is perfectly normal..
Its only when i create Change request from SLFN transaction type i get the screen to enter Items, products and so on..
Help we are stuck up..

Hi Suzzane,
Do you have 2 transaction type for change request? and maybe they both have a similair describtion. Make sure the transaction type Change request you have selected via CRMD_ORDER is the same transaction type when you create from SLFN. (check it thru copy controle).
And you can also check the screenprofile of the transaction type. which screenprofile is your change request transaction type using?
regards,
anthony

Follow up transaction - date routine IPM002

Hi everyone,
I have the following requirement : When creating a follow up transaction from transaction A, I need some dates (the date that are the same on both date profile) to be copied.
Then, in the customizing "Define Copying Control for Item Categories" I have added routine IPM002 from transaction A to B. I have seen that this standard routine is supposed to copy the dates...
However this does not copy the dates.
Do I need to customize something else for the copying routine to work?
Thanks a lot for your help,
Regards,
Anaïs

Hi everyone,
I finally found the issue but cannot understand why it's happening.
When creating follow up transaction, item INVESTIGATION is not copied into the targeted transaction.
However, I do have my customizing point Copy Control for item updated with both transaction.
If I do it manually in crmd_order, the system offers to copy the item and thus, dates are copied. If I do it via web_ui, I think a new item is created and indeed, dates are not copied.
Would anyone know how to copy item from a transaction to a targeted transaction? Is there another customizing point than Copy Control?
Thanks a lot,
Anaïs

Follow Up Transaction Default screen in Solution Manager

SAp has provided Screen profile and Function code for creation of incident.Chnage request in Solution Manager.But when i try to create a new incident/CR from existing Incident as follow up transaction, the same screen doenot get defaulted.Item details is the first screen which come in front when we create a follow up transaction from existing SLFN incident.
Please suggest how should i get the Fast entry screen when i am creating follow up transaction from SLFN.

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

Follow-Up Transaction in WebClient UI

Similar Messages

Maybe you are looking for