Memory read for follow up transaction

Hi ,
Can anyone please help me how to capture memory value for follow up transaction? Here is my busniess case:
1) User creates Lead
2) From Lead, using manual follow up user creates Order
3) When you are creating order as a follow up system gives pop-up asking to save the lead, if yes then lead will be saved and order will be created.
4) My requirment here is When user click on "Yes", I would like to change my qualification to blank, if qualification level is other than "blank".
How to capture "YES" from memory to change qualification level.
Any thoughts? Thanks for your time.
Thanks,
Ajay

Agree but my question is how to capture "yes" value from pop up screen in CRM_ORDER_SAVE BADI?
Thanks,
Ajay

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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

Auth. Object for follow up transactions in CRM

Hello experts,
I have created a few roles in CRM as i had to segregate the users' access to transactions as per their departments (Org. Units). The users are working on EP7 and everything is working fine except that they are <b>not able to create FOLLOW UP transactions</b>
The standard sales representative role is working perfect, Please help & let me know if there is any authorization object required which iam missing..i've tried everything.
thnx,
Jacob

any replies plzz iam in urgent need of a solution ??
thnx
Jacob.

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.

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

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

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:-
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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 transaction for Leads

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.
Any suggestions.
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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Regards
Arun Kumar

How to configure follow up transactions for service order

Dear All,
I want to configure follow up transactions for service order as I already there is follow up transaction
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complaints
Task
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kapil

Have you already customized Copy Control for your Service Order? If you want to add other transaction types the setting is necessary.
The customizing path is shown as below.
SPRO
-> CRM
-> Transactions
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Regards,
Web

Common follow-up task for multiple lead transaction types

Hi Gurus,
Happy New Year.
I am creating 3 lead transaction types as per the business requirement and i want to use common lead follow-up task for all three Lead transaction types. My question over here is what are the problems if i use common follow-up task for multiple lead types.
Thanks and Regards,
Arun

Hi DJ,
Thanks for the Quick response....
comming to your questions,
1. As of now i am planning to use same number ranges for 3 lead transaction types.
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Awaiting for your response.
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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.
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How to avoid db file parallel read for nestloop?

After upgraded to 11gr2, one job took more than twice as long as before on 10g and 11gr1 with compatibility being 10.2.0.
Same hardware. (See AWR summary below). My analysis points to that Nestloop is doing index range scan for the inner table's index segment,
and then use db file parallel read to read data from the table segment, and for reasons that I don't know, the parallel read is very slow.
AVG wait is more than 300ms. How can I fluence optimier to choose db file sequential read to fetch data block from inner table by tweaking
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Begin Snap: 13126 04-Mar-10 04:00:44 60 3.9
End Snap: 13127 04-Mar-10 05:00:01 60 2.8
Elapsed: 59.27 (mins)
DB Time: 916.63 (mins)
Report Summary
Cache Sizes
Begin End
Buffer Cache: 4,112M 4,112M Std Block Size: 8K
Shared Pool Size: 336M 336M Log Buffer: 37,808K
Load Profile
Per Second Per Transaction Per Exec Per Call
DB Time(s): 15.5 13.1 0.01 0.01
DB CPU(s): 3.8 3.2 0.00 0.00
Redo size: 153,976.4 130,664.3
Logical reads: 17,019.5 14,442.7
Block changes: 848.6 720.1
Physical reads: 4,149.0 3,520.9
Physical writes: 16.0 13.6
User calls: 1,544.7 1,310.9
Parses: 386.2 327.7
Hard parses: 0.1 0.1
W/A MB processed: 1.8 1.5
Logons: 0.0 0.0
Executes: 1,110.9 942.7
Rollbacks: 0.2 0.2
Transactions: 1.2
Instance Efficiency Percentages (Target 100%)
Buffer Nowait %: 99.99 Redo NoWait %: 100.00
Buffer Hit %: 75.62 In-memory Sort %: 100.00
Library Hit %: 99.99 Soft Parse %: 99.96
Execute to Parse %: 65.24 Latch Hit %: 99.95
Parse CPU to Parse Elapsd %: 91.15 % Non-Parse CPU: 99.10
Shared Pool Statistics
Begin End
Memory Usage %: 75.23 74.94
% SQL with executions>1: 67.02 67.85
% Memory for SQL w/exec>1: 71.13 72.64
Top 5 Timed Foreground Events
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db file parallel read 106,008 34,368 324 62.49 User I/O
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db file sequential read 1,474,891 9,468 6 17.21 User I/O
log file sync 3,751 22 6 0.04 Commit
SQL*Net message to client 4,170,572 18 0 0.03 Network

Its not possible to say anything just by looking at the events.You must understand that statspacks and AWR actualy aggergate the data and than show the results.There may be a very well possibility that some other areas also need to be looked at rather than just focussin on one event.
You have not mentioned any kind of other info about the wait event like their timings and all that.PLease provide that too.
And if I understood your question corretly,you said,
How to avoid these wait events?
What may be the cause?
I am afraid that its not possible to discuss each of these wait event here in complete details and also not about what to do when you see them.Please read teh Performance Tuning book which narrates these wait events and corresponding actions.
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http://download.oracle.com/docs/cd/B19306_01/server.102/b14211/instance_tune.htm#i18202
Aman....

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.

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.

Memory read for follow up transaction

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