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

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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

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.
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Rohit

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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.
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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.
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Arun Kumar

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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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.
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Best Regards,
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.

Automatic Start Actions for a Virtual Machine

Hi ,
We configure some VMs on a cluster
the default setting of automatic Start action is set to Nothing
when the cluster is down of hyper-v service is stopped , once the problem is solved , All VM will be run as it was running before the problem happened
So What is different between the following options of automatic Start action
Nothing
Automatically start if it was running when the service is stopped
And do you know why it is st for standalone Host not for the cluster as per this thread

FYI - Automatic Start Actions in the settings of a VM are different once the VM is HA under Clustering. Since the job of Clustering and HA is to keep that VM running.
If you look here:
http://technet.microsoft.com/en-us/library/cc732181(v=WS.10).aspx#BKMK_Machine
You find this:
Automatic actions let you automatically manage the state of the virtual machine when the Hyper-V Virtual Machine Management service starts or stops. However, when you make a virtual machine highly available, the management of virtual machine state should
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Brian Ehlert
http://ITProctology.blogspot.com
Learn. Apply. Repeat.
Disclaimer: Attempting change is of your own free will.

SYSTEM CHECK FOR CREATION OF EXCISE INVOICE WITHOUT PGI

Hi SAP guru's i need help in this issue++
See i am creating delivery and i did'nt do PGI ,after this i am creating Proforma invoice (here Proforma is must before creating commercial Invoice),with reference to Proforma system is accepting to create Excise invoice without PGI.so,i want system should'nt allow user to create Excise Invoice until unless if he do PGI.I know there is routine for PGI and proforma,is there any kind of routine for PGI and Excise invoice
Thanks & Regards

Dear sapsd79,
it is related to copy control - item level
check the following link,
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any doubt , please revert
saravanan
Edited by: k saravanan on Sep 30, 2008 11:42 AM

Copy control for Text in Sales Order

Hi All,
i would like to check with you guys.
I have a scenario where by, we create sales order and maintain item text. This is copied to the delivery. Here the text if modified to enter more text.
But when it comes to invoice, it is copying the text from the sales order instead of the delivery.
How can I configure it to copy from delivery?

Hi,
Kindly check the following points:
1) Same text ids are present at Delivery item & Billing Item.
2) It at you want it at Item level text only then try through the ABAP routine at Copying Control between Delivery to Billing.
3)As u must have checked at Delivery --> Billing Document Copying control at item level , I didn't find any control for text.
Similarly for the Header. But by default Header text will overlap the item text as well due to the missing routine. But I have verified it in the past, if you maintain the same text at Delivery Header and it will populate at your billing document Header text as well.
Please try and confirm the same.
Thank You,
RB.

Copy Control for Opportunity

Folks,
I have set up Copy Control for the 10 different Opportunity Types that I have, and have ensured that each oppty type is listed in as the Source and Target. When I click on the 'Copy' icon for an existing opportunity, I am not prompted to select the opportunity type. The new opportunity that is being created defaults to the same opportunity type as the opportunity being copied. I would like the users to be prompted to select the opportunity type. This should work the way that it's configured, but it's not. Any ideas as to what I should check?
Thanks!

Hi,
Copy Control for Transaction copies transaction data from source to target transation to use this you will have to use option Button Create Follow-Up NOT Button Copy.
Copy Button create only copy of same transaction with using same transation type which has no reference to source transaction but if u r creating follow-up from one transaction to another u will get option to select Transaction types which u have maintained in Copy control.
Revert for any queries
Regards,
Dipesh

Does anybody know table for copy controls from Sales document to Delivery

Hi,
Does anybody know table for copy controls from Sales document to Delivery. Especially for item level.
Regards,
Praveen

>
Lakshmipathi wrote:
> Almost all members know copy control from sale order to delivery. What exactly your problem is ?? Please post that and avoid asking questions like this !!!!!!!!!!
>
> thanks
> G. Lakshmipathi
Sorry for my post. I guess you were a wee bit quicker than me in the reposnse

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Hello Friends,
While creating the data sources for transaction data through flat file, I am getting the following error "Error 'The argument '1519,05' cannot be interpreted as anumber' while assigning character to application structure" Message no. RSDS016
If any one come across this issue, please provide me the solution.
Thanks in Advance.
Regards
Ravi

Hallo,
just for information.
I had the same problem.
Have changed the field type from CURR to DEC and have set external instead of internal.
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Thank you.

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.
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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
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   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

Transaction code for Creation of Material

Hi Code Guru's,
can any one please tell me the Transaction code for creation of material.
regards,
Syed Khutubuddin.
Edited by: Alvaro Tejada Galindo on Apr 14, 2008 4:45 PM

Hi syed,
Goto T.code MM01 then create Material name,
MM02 is change Material name,
MM03 is display Material name.
<REMOVED BY MODERATOR>
Cheers,
S.Suresh.
Edited by: Alvaro Tejada Galindo on Apr 14, 2008 4:46 PM

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

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