Limit transaction types when creating follow-up transactions

Hi! We are operating in CRM 5. We have a requirement to only display certain tasks when creating followup document from an existing activity. Now, I thought that the copy control configuration would do the trick but I still see a big list of tasks, activities and sales transaction types appearing on the screen (as good as creating a new independent document). Can someone please confirm whether this requirement is at all possible in CRM 5?
Cheers!
SF

Hi,
We had a similar requirement. We used implemented CRM_ORDER badi and used the method ENQUEUE.
We wrote a logic to check the object type and process type of the transaction and also its doc flow.
If there is no doc flow available a logic is written to throw an error message as no standalone document can be created.
You can try implementing this badi and write a code in it.
Also you can throw custom message if user tries to created standalone orders.
Regards,
PP

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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

Service Ticket : Create Follow-Up Transaction

Hi everybody,
I'm facing a problem in creating a follow up transaction in Interaction Center Web UI.
I'm working with Service Tickets, I made the customizing for the copy control to Service Order, and I'm able to create follow-up transaction from SAP GUI. But on IC Web UI , when I click on Create Follow-Up button on Service Ticket's view , I get an info message that tells me the operation has been created, that's non true!
Please help, thanks in advance,
Paolo F.C.

Hi Sreekanth,
thank you very much for your reply!
I'm still not able to produce the follow up Service Order from Service Tiket, I don't see it in the Business Context.
But you helped me anyway, because there I saw the Interaction Record , I tried to create a follow up Service
Order from it, and it works!
So probably I made some mistake in customizing, I'll try to compare the copy control of Interaction Record
the one for Service Tiket to underdstand.
So the question is not answered yet, but I'll give you some points 'cause you helped me!
Greetings,
Paolo F.C.

How to create a new transaction type to create Lead

I have tried to to create a new transaction type to create Lead. But after putting all the relevant data an error showing "Enter an Organizational Unit(Sales)" is reflected.Can't really find out what kind of Error is this and how to fix it?

Hi,
Maybe you must assign this org. in partner tab.
Best regards,
Caíque Escaler

Test Note (Documentation Type) when creating Test Plan

Hi Gurus.
After we upgraded our SolMan 7.0 system from Support Pack (ST component ) level 19 to level 25, I noticed this new field "Test Note" (Dcoumentation Type) when creating a Test Plan in transaction STWB_2.
Initially, when I haven't chosen any project yet, this field has a list-of-values (i.e. Test Case Note, iTutor Document) but when I choose a project, the list-of-values only showing "ST". I also tried choosing another project and there is no value in the list.
Does anyone know where this list is coming from or how I can configure this?
It looks like project-related and but I couldn't find any settings for this.
Can this field be turned off so it will not show in the screen?
Thanks,
Tess

Hi Tess,
The documentation type ST is the standard documentation type for test notes.
Test notes are needed by testers to document results in detail during/after testing a test case.
In SOLAR_PROJECT_ADMIN there is the text menu 'GOTO - Project Template - Implementation Projects'
and then there to the tap 'Documentation Types' to do the default settings for 'ST' for all implementation projects.
Otherwise you'll have to change settings in the administration for each project!
There you can assign your own documentation template for ST in the central settings.
If you are using other project types for testing you'll have to do the same for each project type.
Regards,
Adelbert

Not able to create Follow up transaction since it has been grayed out

Hi Experts,
We have a scenario where in we will create the Sales Transactions (OR) in ECC and then it will replicates to CRM.
In CRM we wants to create Returns Order (RE) as a follow up Transaction to OR (which is replicated from ECC to CRM) .
When I tried to create Returns Order (RE) in CRM as a follow up document to Sales Transaction (OR), the follow up Transaction CRM Returns (RE) has been grayed out. I mean it is in display mode only.
And then I created Sales Transaction (OR) in CRM itself and then I tried to create follow up Returns Transaction (RE) I was able to create.
But I am not able to Create Returns Order (RE) for the Sales Transactions (OR) that have been replicated from ECC to CRM.
Can anybody help me in resolving this issue. Any help ful answer will be rewarded with points.
Thanks in advance,
-Frederick Johnson.

Hi Fredrick,
Please check, whether you have completed all the steps for Copying Control for Business Transactions in the following path in IMG:
SPRO->Customer Relationship Management->Transactions->Basic Settings->Copying Control for Business Transactions:
- Define Copying Control for Transaction Types
In this step, you define the control for copying business transaction types.
To do this, you enter a source tranaction type and a target transaction type, and define the corresponding conditions for this combination.
- Define Copying Control for Item Categories
In this step, you define the control for copying item categories.
To do so, you enter a source item category and a target item category, and define the corresponding conditions.
- Define Item Category Determination when Copying
In this step, you define a specific item category determination which should be run during copying. The item category is used to find the target item category in the source transaction for the transaction type in the target transaction. This means that the transaction type for the source transaction is not relevant for the item category determination.
If the system cannot find an entry for the copying transaction in this table, the item category is found in the target transaction using the normal item category determination.
This might help you
regards
Srikantan

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

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

Field Ref. and SRef,mat type when creating new material types

Hi,
While creating new material type we are giving the Filed ref. on that basis sytem find which fields are option mand. etc. below the filed ref. there is also SRef for material type , why this fileld is use ? if this is screen sequence ref. then what is use of industry sector when creating material bcoz industry sector also determines the scrren ref. then which will follow when we creat the material.
regards,
zafar

Hi,
SRef is the Screen reference .
You have to create the Sref then it should assign depending on the transaction.
Grouping of transactions that determines what screens are displayed depending on the transaction when you maintain material master records. It also determines the order in which the screens appear.
The screen reference Transaction is in table T130M.
In material master the first reference is industry sector,then specific to the industry sector what is the material type & screen sequence.
Regards,
Raj

Question: No transaction type listed during creation new transaction

Per below screen, when I try to create a new transaction via CRMD_ORDER, but it seems blank on the type list..
Any advice what is the issue about, thanks.

Hi Peter ,
The new transaction type should be created first via spro settings and the same can be added in CRMD_ORDER transaction via navigating to settings and " Specfic" tab maintaining the newly created transaction type .Once done the button is available for the newly added transaction type and the transaction can now be created .
Also make sure in the customising while defining the transaction type it should not be set to inactive (falg should not be marked ) along with this the channel - "GUI CRM Webclient UI "should be mainatined for the transaction type in customising so that the same is availble in CRMD_ORDER .
Hope this will help .
Regards
Shweta

Program or FM triggered when creating follow on doc after approval

Dear All,
I am unable to debug the steps between approval of doc and creation of follow on doc. My problem is that when creating the follow on purchase order doc from SC, system is entering junk value for CZECH name (Non English user). I am unable to stop or debug as the follow on doc is getting created autometically. Please suggest.
Best wishes,
Atanu

Hi,
You do the following checks & let me know the result:
1. Go to SC BBP_PD item data and check the PO number. Whether it is created?
2. Use tocde RZ20 for any error in SC or PO.
3. You must see the error in Application monitor SC or PO web page with detail error.
4. Execute transaction SE37 and enter the FM BBP_REQREQ_RESUBMIT and then give the shopping cart number in REQNO field and then execute.
Function Module should work considering the shopping cart is in approved status and in the Follow on documents the status says Approved and in transfer process.
5.Also check whether the jobs CLEAN_REQREQ_UP and BBP_GET_STATUS_2 are working fine?
Regards,
yaniVy
reward if helps

Category ID value display (in pop-up)when creating follow-up Oppt from Lead

System - SAP CRM 7.0 EHP 1
At the time of Lead creation the USER might not know the exact product
which the customer will buy. Hence, the user should put the Category
of the products in a Lead
In out scenario, we are using Category ID (say ABC_12) and also the
products in a Lead transaction.
When we create the FOLLOW-UP from Lead to Opportunity, on the
pop-up where we see the list of products, their quantity, but NOT THE
CATEGORY ID which we have mentioned in the LEAD
Why is it so? The user should see all the line items in the selection
pop-up when we create the opportunity as a follow-up from Lead
Kindly revert.

Hi Punit,
SAP has released sap note 1671091 for the same.
Please implement the same and you problem will be solved.
Thanks & Regards,
Kapil Kumar

NESTED Tables for Sub-types when creating table for Super-type

If I create the following types, as an example:
Person with subtypes: Employee and Customer
Appointment
CREATE OR REPLACE TYPE Person_OT AS OBJECT (
person#                         NUMBER,
personSurname                    VARCHAR2(50),
personForenames               VARCHAR2(50),
personDateOfBirth               DATE,
personAddress                    Address_OT,
) NOT FINAL ;
CREATE OR REPLACE TYPE Employee UNDER Person_OT (
empSalary               NUMBER,
empNoSales          NUMBER,
makes               Appointment_List_OT
) FINAL ;
CREATE OR REPLACE TYPE Appointment_OT AS OBJECT (
some attributes
CREATE OR REPLACE TYPE Appointment_List_OT AS TABLE OF REF Appointment_OT ;
When creating the table to hold objects of Person type, how can the requisite nested table for representing 'makes' be declared? The below approach is not correct, however the table will not compile without naming the nested tables.
CREATE TABLE Person_TBL OF Person_OT (
Person#     PRIMARY KEY)
NESTED TABLE makes STORE AS Appointment_List_NTBL;
Advice very much appreciated!

CREATE TABLE Person_TBL OF Person_OT(
Person# PRIMARY KEY)
NESTED TABLE TREAT(SYS_NC_ROWINFO$ AS EMPLOYEE).MAKES STORE AS Appointment_List_NTBL
Table created.
SQL> select * from user_nested_tables
2 /
TABLE_NAME                     TABLE_TYPE_OWNER
TABLE_TYPE_NAME                PARENT_TABLE_NAME
PARENT_TABLE_COLUMN
STORAGE_SPEC                   RETURN_TYPE          ELEMENT_SUBSTITUTABLE
APPOINTMENT_LIST_NTBL          SCOTT
APPOINTMENT_LIST_OT            PERSON_TBL
TREAT(SYS_NC_ROWINFO$ AS "SCOTT"."EMPLOYEE")."MAKES"
                       DEFAULT                VALUE                         N
SQL> SY.

Cannot select Item Type when creating new Backlog Items

According to the documentation, when creating a new Backlog Item in TFS Online (https://www.visualstudio.com/get-started/create-your-backlog-vs),
illustration #3 shows that you should be able to select the Item Type from a combo box.
However, I can’t. Mine just shows “Product Backlog Item”.
How come I don’t have a combo box to select the Item Type?
I’m trying to create an item with a type of “Bug” as shown in illustration #4.

Hi MBHunt,
You can enable bugs in backlog by following the instructions in below picture.
Or you can work with Bug WIT in the same level as Task WIT by selection option as below.
Cheers!
Chaminda

Limit transaction types when creating follow-up transactions

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