Getting error when copy the SWRB Transaction.

Question

Hi experts,
This is very urgent requirement.
There is a one transaction in CRM  5.0 that is SWRB(Web Request w/o Item) in service process. This transaction doesn't have any item details,but when I copy that transaction it is showing item details also.
I don't know how this is possible. I should get the copyed transaction also without item level details.
Please clarify if any one knows.
Actually I am using this is SWRB transaction for creating service request.
If any body knows any transaction in crm without item details please let me know.
Thanks and regards
Koti
My mail id is : [email protected]

Answer 1

Hi Koti,
When you create new transaction type by copying the transaction type "SWRB", the new transaction type will have the following transaction categories under "Assignment of Business Transaction Categories" in Customization of Transaction Type.
1.Sales
2.Service Process
3.Business Activity
Since "Sales" is the transaction category used in any business transaction to sell any kind of items. This is the reason why you are getting item details in your newly created transaction type.
So Goto the customization of new transaction type that you have created and remove "Sales" transaction category under "Assignment of Business Transaction Categories", then try to create business transaction with that transaction type, you will not get any item details.
<b>Reward points if it helps</b>
Murali