No Follow up Document Creation

Hi,
Follow up sales order is not getting created from Quotation. While in quotation, when I press 'Create Order' button, nothing happens. Similar situation is there in Lead. While in Lead, button 'Create Opportunity'
doesn't give any result.
Please suggest how to make this button active.
Thanks and Regards
Vishal

Hi,
Can we create follow - up document by opening BSP application in BAB or in from BSP Application link CRM_BSP_FRAME.
Is it necessary to host the application on the portal and object links needs to be maintained.
Pls suggest the procedure to how follow up transactions are created in PCUI
Vishal

Similar Messages

SRM 7.0 PCW. Follow-on document creation

Dear experts: we are in SRM 7.0 and have implemented PCW with approval at item level. Our end users want to have automatic follow-on document creation inmediatlly after SC item approval. However, as per standard SAP SRM, they have to wait untill all levels for all items have been approved.
One example will illustrate: A shopping cart with two items. Due to the threshold, item1 requires only one level of approval, while item2 requires two levels. Both items will result in a dfferent purchaisng document in the backend system in a classic scenario: Item1 will result in a PReq, while item2 will result in a Purchase Order.
Once first level for the two items have been approved, would it be possible to generate the follow-on document for the first item as no further approval for this item is needed is needed?
Our end users are familiar with Preqs in MM, where item approval process is done at item level and the follow-on document can be created even when the other items in the PReq are not yet approved.
Thanks in advance for your valuable help.
Regards
Valentí

Hi,
No, this is not possible, once all the item in a SC approved, then only system will create a follow-on-documents. As per your scenario , item1 will still wait until item2 gets approved. This is standard.
Saravanan

Copy value from Preceding doc to follow up during creation

HI All,
Requirement is :
Service order is created as follow up document to the interaction record. During follow up document creation two fields 'Summary' and 'Priority' need to be copied to the Service order from the Interaction record. Hence when the follow up document is created before SAVE is done these values are to be copied/visible there. Also these fields are to be editable as well.
Problem:
Though i could get the values of these fields i could not set them using 'set_property_as_string' method to the service order as the entity created was having null attribute reference. Kindly let me know how then i may copy these values?
Looking forward for your support.
Regards,
Harish

Hi,
i am also required same functionality.
Could you please provide the solution to sorted out this problem.
Regards,
Babu

Creation of a follow-up document

Dear experts,
In the Web IC, I would like to create an activity as a follow-up document of another contact.
In the "Follow-up" block, I select my transaction type and then click on the "Follow-up" button.
Then I can access my new contact by clicking on the link In the "Activity Clipboard.
But I'd like to access my new activity directly when I click the "Follow-up" button. The click should launch the creation of the activity.
Does anybody know how to customize this?
Thanks a lot for your helpfull information.
Pascale

Hello Pascale,
"Follow-up" button is present to enable a quick creation of follow up.
That is end user can just input those limited fields, and click on this button to create the document without going into the detail.
And at the same time, standard IC do provides another link to the detailed follow up documents to enable user add more detail.
The link "Follow-up Details" can realize such purpose and should be the one you are asking for.
The steps are:
- select the transaction type in the drop down;
- click on "Follow-up Details" link, this lead to another page of the detailed activity creating, only at this time the activity is being created;
- click on the Back button without save, you will return to the previous screen, and get the link in Activity Clipboard for future access;
Hope I have understood your requirement correctly!
Hongyan

Call List and Creation of a Complaint as a follow-up document

Hi Experts,
I have a basic question in reference to the Call List Functionality of SAP CRM 7.0. We have to generate a list to measure the satisfaction of our customers. In this cases it is possible that the customer is very unsatisfied with the provided service and wants to open a complaint. Now my question is, if it is possible to open a complaint in the form of a follow-up document of the call list (so that the data of the customer is directly copied from the call list to the complaint - I am talking about data like Business Partner ID, etc.).
Is that possible? What is the customizing I have to do to make this possible? What are the basic steps?
Best Regards
Oliver

Hi Oliver,
Don't know if I understand correctly the question, but if it helps, here's my opinion.
Normally, we create every call of a call list associated with a document... a contact/interaction record.
So, for your scenario, I would try to create 'complaint' as follow-up document of that contact.
Then the agent makes the call and:
- If the customer don't answer or don't want to complaint, just close the contact with the respective reason
- If want to answer and have a complaint, the agent create a follow-up document of complaint type, and fill with the respective information.
Hope that helps you a little more.
Kind regards,
Garcia

Disble the creation of follow up document

Hi Experts,
I have a requirements that would not allow user to create any follow up documents from the quote if the quote status is not approved.
I am looking for some ideas on how to accomplish this and would really appreciate any inputs.
Regards,
-- Jamie.

Hi Kunal
SAP Standard workflow should be able to handle this for you.
Regards
Arden

SERVICE_OS in CRM_ORDER_MAINTAIN for a follow up document

Hello SAP Guru’s!
Currently I’m working with my customer requirement that begins with the creation of a case after some business rules an appointment should be created with specific information. As I mentioned, the first document is a case and the second document (follow up document) is an appointment. But I´m facing the following issue:
On the second document (appointment) I’m trying to add values to fields KATALOGART, CODE and CODEGRUPPE that correspond to structure SERVICE_OS through function CRM_ORDER_MAINTAIN, I filled out the corresponding structures like: SERVICE, OSSET AND SUBJECT (SUBJECT with fields CODE and CODEGRUPPE).
After filling out the fields I use function CRM_ORDER_SAVE and then CRM_ORDER_COMMIT to create them in the second document (appointmen), but the structure SUBJECT has not been generated in the second document, this happens only with the second document because on the first one (case) it is created without any problems.
Has anyone faced something similar before?
Any guidence would be greatly appreciated.
Kindest Regards,

Are you using copy control badi? If yes, which method that are you using?

Updation of contract data for all the follow up documents

In crm I have created a service contract. From this I have created a sales-service order as follow up document. Then from this service order one suspension order.
When I am opening the sales-service order in item details tab and then in contract tab we get the contract details. When i press the follow up document button and choose the suspension order the suspension order is opening and this contract details should come here also but it is not coming. Please suggest whether this can be done by configuration or by badi. If by badi then suggest its name.

Please not that the contract determination works fine when creating a new complaint ... but when the I am trying to create a complaint from service ticket the item level contract determination is not working fine ...
We have configured that the contract should be determined at the item level only option `F`.
I checked in one of the sap document that this cant be achieved by standard .
http://help.sap.com/saphelp_crm70/helpdata/en/46/5cd7335bbd516fe10000000a114a6b/frameset.htmhttp://help.sap.com/saphelp_crm70/helpdata/en/46/5cd7335bbd516fe10000000a114a6b/frameset.htm
Is there a way we can put this code in the BADI eg; CRM_SERVICE_CONTRACT ?? Please note that there is already an implementation of CRM_SERVICE_CONTRACT which is working fine for new service document creation .

SC Item in Transfer process active - follow on document status not updated

Hi Gurus,
    Follow on document is not updated in SRM after PO creation. Ours is classic scenario (SRM 5.5, ECC6.0) and passed thru the following steps - SC (FFT) created, document approved, sent to SoCo, purchaser assigned vendor and created PO, PO created in ECC.
In SRM SoCo screen displays message 'PO created 45xxxxxxxxxx' successfully. Checked the BE PO 45xxxxxxx that was created successfully.
Ran BBP_GET_STATUS_2 and CLEAN_REQREQ_UP jobs. jobs finished successfully. But status is not updated in SRM. RZ20/SLG1 does not have any errors.
BBP_PD shows following statuses:
     I105   Awaiting Approval         X
     I1021 Created
     I1038 Complete
     I1106 SC ordered
     I1129 Approved
     I1111 Item in Transfer process
                    The last status I1111 is still active.
Any advise are welcome. Not sure if I am missing any OSS Notes.
Regards
Viktor Paul

Hi,
1. Check in table BBP_DOCUMENT_TAB if the entry exists use CLEAN_REQREQ_UP program.
2. If entry in the table not exists then check in transaction BBP_PD if the follow on document ( PO ) Number reserved for
the SC .. then use FM BBP_PD_SC_RESUBMIT.
3. none of these use normal process execute BBP_REQREQ_TRANSFER And then use CLEAN_REQREQ_UP
Thanks,
prasad.s

Creating an ERP Sales Order as Complaint Follow-on document

Is it possible to create a CRM complaint object and then have a follow-up document be the ERP sales order? We are able to create the ERP sales order directly via the CRM Web-Client, but I haven't been able to determine if we can then leverage the ERP sales order creation directly in the web-ui as a follow-on document.
If anyone can help, I would greatly appreciate it.
Thanks,
Darcie

Darcie,
Did you get a chance to review these SAP Notes -
889051 - Scenario A: Overview and settings and
888665 - Scenario A: Customizing settings
I think with a combination of copy controls and the above SAP Notes you can create ERP Sales orders as follow-up to complaints. I have not tried this though.

Xchange Rate type changed in the follow on document getting posted from MM

Hi,
There is an issue while the follow on document posts from MM module to FI module.
The rate of exchange captured is M-CL while creation of the Purchase order. On posting the MIGO/ MIRO, the exchange rate type is correct viz M_CL .
But when the follow on document in the FI module is generated, the Exchange rate type is changed to M.
Can any one please tell me as to what can be the possible issue and wht are the configuration details be checked in the system or whether there is any special configuration of the Exchange rate type maintenence at country level and at transaction code level.
Thanks in Advance.
Manish

Hi Amam,
Have checked in the system the tocdes and the table as mentioned by you.
The issue here is that the system is picking the default M as the exchange rate type defined is blank . I want to specify the exchange rate type for a particular (country chile) for a particular document type.
Is there any setting to set the exchange rate ype at country / company code level for a particular document type .
Thanks in advance
Manish

PO Number not updated in Follow on documents tab

Hello,
We are on SRM_SERVER 550, SP07. SAP 4.7 backend.
We recently did the unicode upgrade on the SAP and SRM systems. Since then we are having a problem:
The SC is approved and PO is created in backend.
The Follow on documents tab shows--> Follow on documents created, but does not show the PO number.
The SC line item still has the "Sourcing relevant indicator" and the item appears in sourcing. The selection check box is deactivated.
Inspite of running BBP_GET_STATUS_2 and CLEAN_REQREQ_UP, the status doesnt change.
The spool of BBP_GET_STATUS_2 shows the message
"More than one reference to a purchase requisition is not expected"
Has anyone else also had a similar issue after unicode upgrade of SAP Systems? Please let me know if there is a solution to this.
Regards,
Srivatsan

Hi
Please go through the useful links ->
SAP Note 486379 Several order items for the same PReq item
SAP Note 565099 New BAPIs for the purchase requisition object (BUS2105)
Re: Material purchase requisition
More than one Follow On documents for a single shopping cart
backend exit in Purchase Requisition creation from SC in SRM
Re: SRM ( EBP) creating Purchase Requisition instead of Purchase Order
Re: SRM ( EBP) creating Purchase Requisition instead of Purchase Order
Purchase Requisition in Backend in ECS
Hope this answer all your queries. Do let me know.
Regards
- Atul

Shopping cart follow on document error

hai,
i am using classic scenario.and i configured self service procurement and started with creation of shopping cart.later i have checked the status of shopping cart.it is approved but backend purchase requisition number not updated in the check status screen.i have scheduled background jobs clean_reqreq_up,bbp_get_status_2...later i checked in rz20 where i found an error as given below
background errors:-
spool errors:-
local errors: shoppingcart 34:error in follow on document.
i didnt get one thing .i am using classic scenario but it shows the error under the local errors.could anyone please give the solution .thanks in advance

Hi,
Please check the follwing steps
1.Have your RFC is configured properly (logical system , assign logical system, RFC setting)
2.See the number ranges in R/3 whether it is assigned with the type EC.
one thing you can do is
You can create a shopping cart use that shopping cart number in the fm BBP_REQREQ_TRANSFER
Thanks,

Follow-up document and Status profile

Dear experts,
In CRM, I can create a follow-up quotation from a service process by using the Create Follow-up button.
I'd like to be able to create a follow-up quotation only for specific statuses in the service process document and to be unable to create a quotation as a follow-up document for the others statuses.
Can I configure the status profile (user status and transaction control) in order to achieve this result? Any help would be greatly appreciated.
Thanks in advance,
Stephanie

Hi,
Is there a way to block the creation of a follow-up document for a specific status?
For example, if status = A or B, i can create a quotation as follow-up document and if status = C, I can't.
Is it possible via customizing or is it an enhancement?
Thanks for your help,
Stephanie

Bapi - function module Measure document creation

Hi All,
I need to know the bapi function module which is used to create the measure document creation in IK11 transaction.
Points will be awarded.
Thanks and Regards,
vinoth.

Hi,
Try the following BAPI/Fun Modules:
BAPI_MPID_CREATE
BAPI_MP_DATED_CREATE
Regards,
Anji

No Follow up Document Creation

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