Opportunity action profile

Hi
Requirement:
The action to trigger when opportunities is in status OPEN, that has not been changed with in 3 months, the action should generate a mail, that will sent to the Employee Responsible.
Solution 1: Start conditions:
Status = Open
System Date = last changed date + 3 months
To send an E-mail to Employee Responsible
Doubt:
How to insert the condtion "+ 3 Months" i am able to give other conditons
Regards
Masthan

Hi Masthan
I am not too sure but we can try like this
Do the calculation for lastchangeddate+ 90 in a method call using a date profile.
Give the below in the schedule condition.
&YY_DI& = %Current Date%
Date profile should be created and date type should be mainted as YY_DI
Inside the method ,calculation can be done as below
lv_apptype TYPE crmt_apptype,
lv_date TYPE DATS.
lv_date = lastchangeddate + 90.
lv_apptype = 'YY_DI'.
I have seen this kind of calculation but not remember properly.. Please check if it works..
Rgds
Hemalatha.M

Similar Messages

Change status of Follow-Up with an action profile

Hi,
I would like to create an action profile for the following function:
After creating an opportunity with a Follow-UP (quotation), I would like to change the status of the quotation if the opportunity is saved.
Is there any BADI which provides such a functionality?
Has anyone an idea for solving that problem?
Thanks in advance.
Regards,
Nicole

Hi Masthan,
yes, I solved that problem.
There isn't any BADI which provides this functionality, you have to implement it on your own. (new BAdI under SPRO -> CRM -> Basic Functions -> Actions -> Actions in Transactions -> BAdI Processing Methods)
Regards,
Nicole

Opportunity Action Print

Hi,
I am trying to activate & print an opportunity plan using Actions.
I have done the following -
1. Created an action profile and associated it with the transaction.
2. On Action definition -
a) Processing Time = Immediate Processing
b) Schedule Automatically
c) Determination using condns. that can be transported.
d) Max. 1 unprocessed action for each action defn.
e) Using 'Smart Forms' (No Schedule condition or start condition is defined)
3) Processing type = Smart Forms Print
Form name = CRM_OPPORTUNITY_01
I was looking at help.sap.com and I saw the following for actions to work :
- The print action is set as relevant for the toolbar
- A print smart form is defined as the processing type
- The action is set to execute immediately
- The action is inactive, that is, it is set to be executed manually
I dont fully understand what "set as relevant for toolbar" means. Can someone please explain.
If anyone has a good clue about this and can provide suggestions, I would really appreciate it.
Thanks,
Reshma

Hi Reshmma,
In opportunity document the action tab all the relavant actions defined for this action prifile is display.
Example:If you define your action processing time immediately for printing.the action definition of the print is displayed in your opportunity document action tab.
If your getting any error in action please prvide the detail description.
Please reward point if its help.
Thanks,
senthil vadivelan.R

Pop screen from action profile

Hi ,
We have configured action profile in lead to create opportunity under certain conditions. We have different types of opportunities. My question is it possible to display the pop screen to the user, so that they can select the type opportunity they wants to create.
Thanks
Elize

Hi Elize,
As far as I know it is not possible to have user interaction within action execution. Mainly because it is background process.
As an alternative you can create several actions, e.g. one per type of opportunity and then trigger the corresponding action accordingly.
Hopping this answer your question.
Sincerely,
Alain Gauthier

Error while saving a smartform in pdf with action profile in service order

Hi experts,
I have a problem in saving a smartform which is converted in pdf.
WHat i m doing is.
The action profile is configured with new Z class and Z method. CL_DOC_PROCESSING_CRM_ORDER and CRM_SRVORDER_EXEC_SMART_FORM.
But when i click the button in the Order, i m able to save the pdf in local drive, but an error is coming in the Order page(at the bottom) "Action could not be executed successfully".
The action has been setup with "Printonly" and "Smartforms print" in customization.
I have a dount whether, this action Printonly is only to print the smartform ??? Or can we use just to save the smartform in pdf.
But when i remove the pdf conversion and save dialog and try to print it directly, Its printing the smartform. No errors are coming.
But guys, please help me on this. I have tried all the tricks i know.
I just want to save a smartform in pdf with action profile configured.
Thanks in advance.
<REMOVED BY MODERATOR>
KK
Edited by: Alvaro Tejada Galindo on Mar 19, 2008 4:26 PM

Hi;
Did you checked
Queries Error With FRM-92101 In Many NLS Forms [ID 443922.1] << seems similar error like yours
Forms FRM-92050, FRM-92100, FRM-92101, FRM-92102 Reference Guide [ID 444690.1]
If its not help please enable trace
How To Perform System Tracing For All Forms Runtime Processes? [ID 400144.1]
Regard
Helios

Follow up task without using the action profile

Hi,
Is it possible to create the follow up task without using the action profile? If so, please let me know how we can do that?
as per the requirements, i have to the custom coding that will automatically create follow-on task triggered by status change on the all the transaction type. Please guide me how can we do that.
Task details (task id, description), I'm reading it from the custom table.
Thanks for your help.
Regards,
Vaibhav

Thanks Naresh for the response.
Not sure if I can use the CRMV_EVENT. Even I'm not aware how to use that. Let me tell what i am doing in the logic.
- implementing the logic in the badi order_save (method - CHECK_BEFORE_SAVE)
- get the header and item details using the FM CRM_ORDER_READ.
- get the status of header / item from the output of CRM_ORDER_READ.
- compare the status with the custom table (having info of hearder type, item type, status, tast id, task description etc)
- if status is different, create the task using the details from the custom table.
now i want to write the logic to implement the last step. Do we have any standard FM where I can pass the task ID and it will create the task? Please help.

Issue in creating Lead Follow UP- Action Profile

Hi,
I am creating a Lead From a Lead automatically through Action Profile. The Condition is Based on the Questionaire Qualification level. When the follow up is created the Qualification level values disappered.
We suspet that the lead copies the Qualification Level. Can any one help in Stoping the copy control of the Qualification level field alone.
Is their any Badi for this?
With Regards,
Selvam t

Hi,
Please check badi CRM_COPY_BADI. It is used to control which fields should be copied.
For qualification level, I think method LEAD_H should help.
Best regards,
Maggie

Z-Button - How to call a Action Profile to Open a PDF-Doc. within an Event?

Hi Experts,
we have created a Z-Button that afterwards creates an event. In the coding for the event an Action Profile should be called and a PDF-Document should be opened. We have copied the coding from the standard button 'Print Preview' which is calling the standard event: EH_ONPRINT_PREVIEW.
We have also defined a Z Action Profile which is a copie of SERVICE_CONFIRMATION. Our problem is we don't know how why our Z-Action Prodile is not called? What is the class lr_actioncontext (TYPE REF TO cl_crm_bol_entity)?
DATA: lr_cn               TYPE REF TO cl_bsp_wd_context_node,
        lr_adminh           TYPE REF TO cl_crm_bol_entity,
        lr_actioncontext    TYPE REF TO cl_crm_bol_entity,
        lv_adminh_guid      TYPE string,
        lv_url              TYPE string,
        lc_head_context     TYPE REF TO cl_doc_context_crm_order,
        lt_item_context     TYPE ppftctxpos,
        iv_header_guid      TYPE crmt_object_guid,
        lif_decision_pop    TYPE REF TO if_bsp_wd_popup,
        lv_string           TYPE string.
CHECK gv_print_preview_enabled = abap_true.
lr_cn = me->get_context_node( gc_cn_btadminh ).
CHECK lr_cn IS BOUND.
lr_adminh ?= lr_cn->collection_wrapper->get_current( ).
CHECK lr_adminh IS BOUND.
lv_adminh_guid   = lr_adminh->get_property_as_string( iv_attr_name = 'GUID' ).
lr_actioncontext = lr_adminh->get_related_entity( iv_relation_name = 'BTHeaderAction' ). "#EC NOTEXT
CLEAR gt_print_actions.
CLEAR gr_action_popup.
iv_header_guid = lv_adminh_guid.
CALL METHOD cl_crm_uiu_actions_tools=>get_action_definition
    RECEIVING
      rv_action_def = lv_string.
CALL METHOD cl_crm_uiu_actions_tools=>show_print_actions_popup
    EXPORTING
      ir_action_context       = lr_actioncontext
      ir_parent_node          = lr_adminh
      ir_view_controller      = me
      ir_component_controller = comp_controller
      iv_event_name           = gc_ev_print_preview_closed
      iv_for_preview          = abap_true
      iv_appl_guid            = lv_adminh_guid
    IMPORTING
      et_actions              = gt_print_actions
      ev_url                  = lv_url
    CHANGING
      cr_decision_popup       = gr_action_popup.
IF lv_url IS NOT INITIAL.
    call_print_preview_popup( lv_url ).
ENDIF.
Best Regards

Closed. No answers.

Smartforms Triggered as Email (PDF) Via Action Profile, How To Set sender Details??

Hi all,
Me sending service Quotation to customer as email by using action profile. problem facing here is, while sending email, sender name is going sy-uname so i was trying to set some default name in From address of mail body. Actually standard class and method which i used for this process is "CL_DOC_PROCESSING_CRM_ORDER=>CRM_SRVORDER_EXEC_SMART_FORM" . In this method signature is_mail_sender is empty while processing and this parameter is used as importing parameter while calling FM "Function_Name" . Can any one give me some idea how to do this customization.
call function function_name
          exporting
               archive_index        = is_archive_index
               archive_index_tab    = ct_archive_index_tab
               archive_parameters   = is_archive_parameters
               control_parameters   = control_parameters
               mail_appl_obj        = is_mail_appl_obj
               mail_recipient       = is_mail_recipient
               mail_sender          = is_mail_sender
Thanks all,
Anbu

Hi Anbu,
I believe note 573736 content will help you
Kind regards,
Garcia

Trasnporting the Condition in the Action Profile

I have defined an action profile Activity for sending the email automatically when saving an activity.
I defined the condition for the Remainder email to send in the Tcode CRMC_ACTION_CONF.
But I am not able to transport the defined Condition from the Dev system to the QA system.
How can I transport the condition from the dev to QA

Zack,
Did it create a transport request when you initially created the condition?
If it did and if the transport was loaded onto QA and you cannot see the new condition in QA then there seems to be a problem in the system. Try creating a new dummy condition and see if that gets transported. If not then, you have open a message to sap.
Ani

Uncaught exception CX_OS_OBJECT_NOT_FOUND in Action Profile RSPPFPROCESS

Hej All,
Am facing a problem in email notifications dump in CRM 7.0 with support pack 4 ..
The same batch job was working fine initially.Couldn't figure out what went wrong..
Here is the ST22 dump is for your reference below
The exception 'CX_OS_OBJECT_NOT_FOUND' was raised, but it was not caught
anywhere along the call hierarchy.
Since exceptions represent error situations and this error was not adequately responded to, the running ABAP program
'CL_PARTNER_PPF================CP' has to be terminated.
"UNCAUGHT_EXCEPTION" "CX_OS_OBJECT_NOT_FOUND"
"CL_PARTNER_PPF================CP" or "CL_PARTNER_PPF================CM001"
"IF_OS_STATE~HANDLE_EXCEPTION"
An exception occurred that is explained in detail below.
The exception, which is assigned to class 'CX_OS_OBJECT_NOT_FOUND', was not
caught in
procedure "COPY" "(METHOD)", nor was it propagated by a RAISING clause.
Since the caller of the procedure could not have anticipated that the
exception would occur, the current program is terminated.
The reason for the exception is:
Could not find the referenced object with the OID
"DF2108F7C61A11F1AB5118A905420075" (instance GUID) and
"37B65114D0475B9EE10000009B38FA0B" (class GUID)
Information on where terminated
Termination occurred in the ABAP program "CL_PARTNER_PPF================CP" -
in "IF_OS_STATE~HANDLE_EXCEPTION".
The main program was "RSPPFPROCESS ".
In the source code you have the termination point in line 32
of the (Include) program "CL_PARTNER_PPF================CM001".
The program "CL_PARTNER_PPF================CP" was started as a background job.
Job Name....... "Z_XX_XX"
Job Initiator.. "XXXX"
Job Number..... 06001008
The termination is caused because exception "CX_OS_OBJECT_NOT_FOUND" occurred
in
procedure "COPY" "(METHOD)", but it was neither handled locally nor declared
in the RAISING clause of its signature.
The procedure is in program "CL_PARTNER_PPF================CP "; its source
code begins in line
1 of the (Include program "CL_PARTNER_PPF================CM00O ".
Action profile is used ZXXXX and action definition is ZXXXX
Plesae provde your input to solve the issue.
Regards
Shan

Processing type of action profile is method call and a method is Z_SLA_EMAIL_RES_TIME.Implemented in Badi ZCL_IM_SLA_EMAIL_RES_TIME(Interface name :IF_EX_EXEC_METHODCALL_PPF_ and definition name is EXEC_METHODCALL_PPF.
From the error it seems that it is not able to find the guid for the partner it is looking for.

Action Profile - Display SMART FORM in PDF

Hi All,
I have a requirement in action profile, in which when a SMART FORM PRINT action is triggered in CRMD_ORDER, the smart form should be displayed in PDF. Then the user should be able to save or print the pdf form.
Can some body provide some pointers?

Hi,
You can achieve this using action profile in your transaction type, just create new action definiation in action profile using Process type Smart Forms Print assign your smart form, define action conditions for this definiation.
You can take look at standard Action Profile for reference ACTIVITY definiation ACTIVITY_PRINT
Regards,
Dipesh.

Action profile for Business Partners

Dear SAPers,
Currently Action profile, can be easily set-up for Business transactions (Opp, Activity,etc.).
Examle: When Opp status is changed (schedule condition, start condition), Business Parnter attribute is adapted (Execution).
Does anyone know if Action profile can be set-up for Business Partner?
Examle: When BP is changed (schedule condition, start condition), Business transaction attribute is adapted (Execution).
In standard, it does not look possible.
Should it be possible from Business Parnter BADI (check_before_save) to generate the schedule condition of a set of Business transactions e.g Opp.
Thanks for any help.

Hi Marc,
Yes. As of today you can customize the Action Profiles to trigger actions for Business Transactions only. This is not available for the Business Partners. So, your approach of Business Partner BADI sounds a very reasonable solution to achieve the functionality.
And for the Business Partner BADI that you mentioned here I was unable to find any such BADI in SAP CRM 7.0 system. Can you let me know from which system you got that BADI name?
I got a BADI of BP - COM_PARTNER_BADI. Can you have a look at the implementations of it so as to have a understanding of it's usage.
Hope this helps.
Thanks,
Samantak.

Send smartforms via email using action profiles

hi,
i am trying to send smartforms via email using action profiles and i would like to know if anyone has any document or know any steps to do the same. i have created the smartform and i created the action in an action profile. i selected the option "Smartforms Mail". and i have mentioned my smartform in it.
I have previously worked with action profiles to trigger workflows which sent a mail. That was relatively easier as i could mention that the mail be sent to my mailbox. But in the smartforms option, i dont know how to give the instruction that it be sent to my mailbox.. is there any place i can set it? The action is not person dependant and is done whenever saving a document.
Please guide.
Thanks,
Nisha

Hi Nisha,
As u worked on Action profiles, i recommend u use action profile with permitted Process type as Smart Forms Mail to send the mails which contains the data in Smartform u created.
Use below mail setting
Form Name              (u r ZSmartform)
Processing Class      CL_DOC_PROCESSING_CRM_ORDER
Processing Method    CRM_ACTIVITY_EXEC_SMART_FORM
Archive Mode            1 Mail only User
In Action definition details u can mentioned the Processing time, Partner dependent for action to who u want to send the mail, further in action condition using schedule and start condition u can set the criteria to mail trigger.
Hope it'll help u.
Regards,
Dipesh.

Smartform Mail Sending via Action profile

Hi,
we have a big problem, because our sended emails going into customers spam filter. We hava SAP CRM 5.0 and we send the emails via action profile.
For that we use the standard for sending smartforms via action profile. Follwing problems are occured:
1) email recipient is fill only in the cc field, not in the to field of an email
2) the subjet ist the sam as the dcument name
3) the emial is sended without text only whith attachment
So my question are:
how can i customize that the email is wirtten in the to field and how i can change the subject of this mail.
Is ist possible to add a text to the email? Maybe not, but than we could add a disclaimer in the mail hub - so my firts questions are more importent for me.
Thank you for your help
Stefan

Hi,
To manipulate the subject Refer Note 895550 - Name of Smart Form used as e-mail subject
Im not sure why the email recipient is in CC instead of To. Please check your Action settings. How are you determining the recipient? if it's by partner function, it should automatically be filled in To field.
Smartforms can be sent either as Text or pdf attachment. This is controlled globally in SMTP settings in SCOT. I believe you can choose attachment option and also add some text by manipulating the Action class.
HOpe this helps.
Shaik

Opportunity action profile

Similar Messages

Maybe you are looking for