Opportunity Action

Hi,
I am making a date rule for Opportunity. Where rule is: start date +3 days.
I am unable find the field name for opportunity start date to put in the XML date rule. E.g as we have in contract date rule as CONSTART.
Another thing that I have noticed is that there is no date rule for Opportunity in standard, why is that so.
I have to generate an action where the condition is IF opportunity start date +3 days trigger a mail.
If I get the start date field I plan to make the rule as opportunity start date +3 days = todays date then trigger a mail. Am I on right track, please guide.
Any pointers on this one.
Thanks,
Neetika

HI Neetika,
U can create date profile if this suits ur reqs.
1) Use 2 date rule
    a) Date type :Today date, Date rule : TODAYTIME(standard) in date type details tick on Determine
       only once(it will show u todays date and time)
    b) Date type :Today+3days, Date rule : Zrule(today3days)-it will show u todays date3
        days=06/06+3 days =09/09
2) When u create action condition for same u r start condition should be as follows:
    &Today+3days& = %Current date%
->System will check for condition daily and when condition will fullfiled it will triggres the action(mail)
->U need to run background job for u r action condition.
Regards,
DD's

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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 :
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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.
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Please reward point if its help.
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senthil vadivelan.R

Opportunity Actions funny business with partner dependent

I have a curious scenario.
My action performs an email of a smartform. The action is partner dependent and set to process on document save. If a partner is assigned as partner function '00000040' the action should be automatically proposed.
This all works fine as long as the same business partner is not assigned to another partner function that comes before '00000040'. The action is proposed as it should.
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I find this rather peculiar behavior. Any thoughts?

As it turns out the default implementation of badi CRM_ACTION_BADI method change-context contains the following line of code:
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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
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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
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Give the below in the schedule condition.
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Automate follow up action in opportunity

Hi,
Would like to know the set up required to automate follow up action in an opportunity based on phase change. We are using CRM 5.0
any step by step document would be of great use. you can mail at [email protected]
many thanks
Kumar

Hi Kumar,
You need to follow steps mention below:
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Best Regards,
Pratik Patel
<b>Reward with Points!</b>

PFAC rule for detrmining partner functions in Actions of Opportunity

Hi all,
In Opportunity, we have scheduled the actions automatically for every phase.When we select phase in Opportunity transaction & save , the activities in that pahse would be created automatically based on conditions with person responsible same as in Opportunity transaction.
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Solution to this problem would be very helpful & maximum points would be rewarded for the useful answers.
Reagards,
Basavaraj Patil

Hi Prashanth,
Thanks for your reply. I want the Rule to determine Partner function 'Person responsible in Activity transactions created in Phases of Opporunities not exactly partner function of Opportunity transaction.The procedure user( CRM Opportunity & Task) is maintained in Partner determination Procedure.
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Regards,
Basavaraj Patil

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JD

Hello Jushan Djuwardi,
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Hi All,
Can somebody suggest me the FM/Class that retrieve the Action definition details for the given opportunity.
Best Regards,
Sanju

Do search in such case(Easy findings).
https://www.sdn.sap.com/irj/scn/advancedsearch?query=fmtogetfirstdayofthemonth&cat=sdn_all

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I created some new actions & action profile. I assigned it to a new opportunity transaction type. Now when I go into sales assistant tab page, select an action & activate it, it creates the same activity below it rather than in the workspace below for activities. (I created an action similar to gather customer information)
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Ani

Gun,
I am trying to replicate the gather customer information action. This is what I have done.
Created an action, with immidiate processing, no restrictions, changeable in dialog, executable in dialog.
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Is there a way to trigger the Update Opportunity Totals action (so the user does not have to click on the button)?

Does anyone know if this functionality is available yet?
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Incorrect Action Status in Opportunity

Hi,
I have created a new action profile (by copying a standard one), assured the relation to the new opportunity type, maintained conditions etc. In testing:
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Regards,
Horatiu

Hi Horatiu,
Where exactly you are finding results such as:
no planned activity is generated
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rgds
Hari

Action tab in Opportunity.....

Hi,
I have assigned an action profile to an Opportunity Trasaction type...
while i was trying to create the same Opportunity, The "Action" tab has not been displayed...
Even in the standard opportunity (OPPT) also the action tab is not coming...
But with the same procedure i could be able to see the " action" tab in Leads and Activities..But in each and every oppotunity the action tab is not coming..
To get the " Action" tab in Opportunity what i have to do..
Regards,
Venu.

Venu,
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Julius

How to create lead follow up opportunity....

Hello,
How to create lead follow up opportunity automatically... Also my clients need is when we change the status of Lead from Open or In-Process or Won to Completed then an automatic email should go to the employee responsible in the lead.
Please help me in this.... I tried doing this by creating Action profile & assigning that action profile to transaction type but didn't get the expected result.
I would really appreciate some one help on this.... Please describe it in steps for automatic Opportunity creation & also for email.
Thanks,
Ajeet

Using action is correct approach. You just have to configure action properly. For follow-up use in action 'method call' and use method 'copy_document' and as parameter specify transaction type that you want to be created as follow-up.
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When will Creative recognize the linux opportuni

Just bought a Zen Touch. Pretty nice device, but where
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Why am I forced to use an OS(M$), that has nothing to
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origin_de

Thanks PeeBee and penguinking3,
I actually use libnjb and kzenexplorer on SuSE 9.3.
The point I wanted to make is
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of Creative.
b) that firmware updates take into account that there are
other OSes and therefore should provide bug fixing and
feature enhancements without being forced to use M$.
c) that the linux opportunity is there for Creative
to also differeciate themselves.
HP recognized it with their printers as lots of others did, too.
It just needs to open up the protocol for Creative to
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more often it is being used.
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here, too and take hopefully take action.
origin_de

Opportunity Action

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