PCUI - EP - followup document

When a lead document is created in PCUI with EP I get a geryed out fields while trying to create a followup document
Can someone help on this as why this appears and how to resolve
Thanks
Surya

Hello,
Could you please provide more details about which field is greyed out?
regards,
Fred

Similar Messages

Create "Followup document" in Service Ticket

Dear Experts,
I'm performing mass creation for Service Ticket by using IDOC basic type CRMXIF_ORDER_SAVE_U01.
At the same time, i need to create a "Followup document" for the service ticket as well, and hence i utilized the segment E101CRMXIF_DOC_FLOW with below field population:
APPL_SNAME = E101CRMXIF_DOC_FLOW
RELATION_TYPE = VONA
RELOBJ_TYPE = BUS2000116
RELOBJ_OBJECT_ID = 1234567
RELATION_TYPE_ATTR = A
I can not get any Followup doc created. Basically i did tried to take off the value for RELOBJ_OBJECT_ID, but it still didn't worked.
Could you please comment what went wrong? Or any steps that i have left out?
Thanks in advance.

Hello FSCHU,
Please refer notes 1036737 and see if this helps.
regards,
Muralidhar Prasad Chatna

Unable to create followup document

Hi All,
I am trying to create followup document from activity,
but unable to get successful, actually debugged standard order maintain function module also,
I populated & followed the same in my zprogram too,
but for the same values from standard program i.e CRMD_ORDER tcode linked GUID got generating, but from my code it is not
generating followup document GUID....please help me out where I am doing mistake.......
thanking you
by code is like below :-
******followup document create
*****header
CLEAR : wa_ct_orderadm_h, ct_orderadm_h.
wa_ct_orderadm_h-handle = '0000000001'.
wa_ct_orderadm_h-mode = 'A'.
wa_ct_orderadm_h-process_type = 'Z4D2'.
APPEND wa_ct_orderadm_h TO ct_orderadm_h.
*****input fields
CLEAR : wa_crmt_input_field, wa_crmt_input_field_names, wa_crmt_input_field-field_names.
REFRESH : ct_input_fields.
wa_crmt_input_field-ref_handle = '0000000001'.
wa_crmt_input_field-ref_kind = 'A'.
wa_crmt_input_field-objectname = 'ORDERADM_H'.
wa_crmt_input_field_names-fieldname = 'MODE'.
INSERT wa_crmt_input_field_names INTO TABLE wa_crmt_input_field-field_names.
wa_crmt_input_field_names-fieldname = 'PROCESS_TYPE'. "MANUAL
INSERT wa_crmt_input_field_names INTO TABLE wa_crmt_input_field-field_names.
APPEND wa_crmt_input_field TO ct_input_fields.
   document link
CLEAR : ct_doc_flow, wa_ct_doc_flow, wa_doc_link, it_doc_link.
wa_ct_doc_flow-ref_handle = '0000000001'.
wa_ct_doc_flow-ref_kind = 'A'.
wa_doc_link-objkey_a = wa_et_doc_flow-objkey_b.
wa_doc_link-vona_kind = 'A'.
wa_DOC_link-handle_b = '0000000001'.
*wa_doc_link-reltype = 'VONA'.
wa_doc_link-brel_kind = 'A'.
wa_doc_link-brel_mode = 'A'.
INSERT wa_doc_link INTO TABLE wa_ct_doc_flow-doc_link.
INSERT wa_ct_doc_flow INTO TABLE ct_doc_flow.
CALL FUNCTION 'CRM_ORDER_MAINTAIN'
IMPORTING
    et_exception            = it_exception
CHANGING
    ct_orderadm_h           = ct_orderadm_h
   ct_orderadm_i           = ct_orderadm_i
    ct_input_fields         = ct_input_fields
   cv_log_handle           = cv_log_handle
   ct_partner_attributes   = ct_partner_attributes
    ct_doc_flow             = ct_doc_flow
EXCEPTIONS
    error_occurred          = 1
    document_locked         = 2
    no_change_allowed       = 3
    no_authority            = 4
    OTHERS                  = 5.
******followup document end
READ TABLE ct_doc_flow INTO wa_ct_doc_flow INDEX 1.
IF sy-subrc EQ 0.
READ TABLE wa_ct_doc_flow-doc_link INTO wa_doc_link INDEX 1.
IF sy-subrc EQ 0.
    v_guid16 = wa_doc_link-objkey_b.
ENDIF.
ENDIF.

CRM_ORDER_MAINTAIN to create follow up document
To create follow up : Service Confirmation document
Creating follow up transactions
Create a Preceeding doucument using CRM_ORDER_MAINTAIN
check these links, might be helpful.
Thanks
Raman

Service order as followup document for service order

HI gurus,
Can a service order be created as a followup for service ticket. The call agent creates a service ticket for a channel partner. The channel partner should open the service ticket and create a followup document service order for the service ticket.
Can we create a followup document which has the leading business transaction category same as the preceeding document.
Thanking u, Madhu.

Madhu,
I am sure you can create a follow-up transaction from a Service ticket to Service Order, All you have to make sure is the setting in IMG for Follow-up are active and right.
Thanks

CRM_ITEM_GUID in followup documents

Hello,
We have created a Sales agreements with Price agreements in it. Price agreement has a condition type which refers to the condition table with CRM_ITEM_GUID as a key field. (SAP documentation says that this field is mandatory in price agreements)
But when we create a standard order as followup document of this sales agreement, the condition record created via the price agreement is not being picked up, the reason being the CRM_ITEM_GUID is created different in standard order (rather it is not copied exactly from the sales agreement).
Does anyone how do we solve this issue? SAP says CRM_ITEM_GUID is mandatory key field in the condition table in the price agreements. But when we create the followup document, the item guid changes(or not copied from the sales agreement), so the condition record created via price agreement is not picked up in the standard order.
Please provide your inputs.
Regards,
Padma

Thanks Everyone! But I was hoping for standard configuration.
Does that mean I cannot use any fields other than fields that are copied during followup process (like product, salesorg, partner) in my price agreements? Because I was wondering why should I write a BADI when I'm using standard field (USAGE TYPE) for my price agreements in Sales agreements and ITEM ID is mandatory as per SAP standards. It should be available for me automatically in the followup documents. Otherwise there is no use in having price agreements.
I shall check with OSS.
Thanks once again for your inputs.

Followup document and organization determination

Hello,
When I create a followup document (B - Activity) of an Activity (A), the system is transfering the organization determination (sales and service) from document A to document B.
How can I avoid this?
Document B has it's own determination once you choose the Reason field. But in this case the organizations are already filled and when I choose the Reason the service organization determination doesn't occur.
Best Regards.
JM

Hi,
You need to implement CRM_COPY_BADI, method ORGMAN. Assign this correspondingly in the copy control between Activity to Activity
Regds,
David

Once,User create Followup Document Then previous Order should be dispaly

Hi Folks,
I'm currently in version 5.0, and having trouble with the PCUI customization,
I have requirement like USER- A create SERVICE ORDER send to USER-B, USER-B Receive service order in CHANGE Mode only, then he will create Follow-up document Service confirmations. And same user comes back to service order that service order should be DISPLAY mode only.
please help as much as you can ?
i will appresiate small help also which is so help full.
please respond as early as possible......

Outlook 2003
If you are using Outlook 2003, follow these steps:
Click My Computer, and then double-click drive C.
On the File menu, click New, and then click
Folder.
Name the folder temp0.
Click Start, click Run, type regedit, and then click
OK.
Locate and then click the following registry key:
HKEY_CURRENT_USER\Software\Microsoft\Office\11.0\Outlook\Security\
In the right pane, double-click OutlookSecureTempFolder.
In Value Data field, type C:\temp0\ and then click
OK.
Exit Registry Editor.
Restart the computer.
Try this and make the comment
I used this on Outlook 2007. Also used the "let us fix it for you" link in the help section after backing up the registry and everything is working, at least for now.
Hope this helps others!

Can an Opportunity create a Sales Quote as a followup document ?

instead of the Quote Inquiry ? This is using PI OnPrem talking to ECC.
My customer is not interested in the Quote Inquiry from the Opportunity.
Rather, they would like to create the Sales Quote as the follow-up document directly. I wonder if it's a simple document-type setup in C4C or PI mapping.
If possible, what are the high level steps to doing that ?
Thanks !
Tim.

HI Tim
The quote ID is sent back via an output control type- this is described in the integration configuration guide:
Once the quote/order are created the message type COD_OPPT_CONF is called. In the integration guide – I think section 4.13 – we describe a requirement routine that must be created so that we know when to trigger the IDOC.
And yes to the other question. You'll need a workflow developer if you want to adjust the workflow.
-ginger
ps..thanks for posting your questions here - it helps us get Q&A in the community!
Prerequisites
To carry out the steps below an appropriate developer key and object key is required.
Procedure
1. In transaction VOFM, choose Requirements Output Control.
2. At the bottom of the displayed table, enter an unused number greater than 600. Assign the
application V1 to this newly created line.
3. Mark the newly created line and choose Source text (F5).
4. Within the ABAP editor for kobed_xxx (where xxx is the number you typed in step 2), insert
the following code:
FORM kobed_xxx.
* We only trigger the confirmation back to 'Cloud for Customer'
* if the document is complete and if an opportunity document is
* referenced.
IF komkbv1-uvall EQ 'C' AND
cl_cod_oppt_confirmation=>is_relevant( komkbv1 ) = abap_true.
sy-subrc = 0.
ELSE.
sy-subrc = 4.
ENDIF.
ENDFORM.
5. Save and activate the coding.

Create a followup document with selected items using actions

Hi Experts,
We are working on CRM 5.0 with ECC 6.0 as backend.
As per the clients business process we have to create a service order automatically from a sales order whenever there is a serviceline item with item category ZSRV presents in the sales order. The service order which is created should only contain service line item with item category ZSRV. Which means the action should copy only the selected line items to the service order.
Now the problem is using the standard method COPY_DOCUMENT, I dont have any option for selecting the line items. I have found a method COPY_DEF_ITEMS which may be the most relavant for my scenario. But I am not able to give the processing parameters for this.
Can any body help me about how to use the standard method COPY_DEF_ITEMS.
Points shall be rewarded for the helpful answer.
Regards,
Madhu

PDF was never designed to support the Flash page curl effect (it didn't exist back then). Anything you try (and you've tried the standard hack) will look like a hack. Personally, I don't think the effort is worth it for an effect that's much overused.

Creating follow-up document in actions

Hello all,
               I need to create a followup document in actions with specific process_type (transaction type) and channel type (category example: in-call , email..)
              Now, I am able to pass my transaction type as an import parameter but not the channel type. Does anyone know how to create followup document with specific transaction type and channel type.
thanks in advance
ark

Hi Ark,
you can copy the BAdI implementation COPY_DOCUMENT. In action customizing assign your copied implementation (don't forget to activate it) in the processing details of you action. There you will also find a button for maintaining processing parameters. Add one parameter for the transaction type and one for your channel type and set the values for them.
In the BAdI implementation add the following parameter:
data: lv_new_header type crmt_object_guid.
copy document
CALL METHOD lc_action_execute->copy_document
    EXPORTING
      io_appl_object     = io_appl_object
      ip_application_log = ip_application_log
      ip_action          = ip_action
      ip_preview         = ip_preview
      ii_container       = ii_container
      iv_actiontext      = lv_actiontext
    IMPORTING
      EV_NEW_HEADER_GUID = lv_new_header   <==========
      rp_status          = rp_status.
Now you have the GUID of the copied document. The table lt_container contains your channel type. Read it out of the internal table and then call the function module crm_order_maintain in order to set the channel type.
Hope you are a bit familiar with crm programming, otherwise this might become sligthly complicated.
Cheers, Ralf

CRM exit or BADI for Number range in follow up documents

Dear Experts,
Our requirement is to assign formatted number range to followup document which triggers automatically.
Kindly suggest me the badi or exits for the number range in CRM 4.0.
Thanks in advance.
with regards,
Rajesh C

Dear Experts,
Our requirement is to assign formatted number range to followup document which triggers automatically.
Kindly suggest me the badi or exits for the number range in CRM 4.0.
Thanks in advance.
with regards,
Rajesh C

Status/Delivery Documents not being updated in C4C from ECC on PGI

Hi,
We are integrating SAP C4C with ERP via HCI. We have created a followup ‘Sales Order’ from an opportunity in C4C.
On creating the followup sales order this gets created in SAP ERP & we get back the sales order/inquiry number in C4C,but we do not get any status.
Also for the sales order when we try to deliver or do a ‘Post Goods Issue’ in ERP and we deliver goods the document flow in ERP shows’ ‘delivery number’ etc but these statuses are not being updated in C4C.
We have already configured the 'Communication Arrangements ' in C4C, with this scenario as below,
Opportunity with followup business Transaction in ERP ------ > Update opportunity from followup business transaction document.
In HCI we have configured the following template in eclipse :
ERP to Cod Opportunity Replicate
So,C4C still has just two entries one for inquiry & one for sales order with just the number and no other followup documents details/status ,say PGI --delivery document number etc.Can you kindly help.
Thanks
Indrasish

Hello Indrasish,
If I am not wrong you might be using the URL for Outbound Channel that is mentioned in Catalog (standard scenarios for HCI on HCI tenant). Mind that the Outbound URL for Pricing, Query Sales Quote and Query Sales Order Scenario should be picked up from Services for same which we can get from SICF on ECC. These URL structures are also maintained in 1402 standard document for ERP integration using HCI. Yet mentioning them below:
u
These URL paths are to be maintained in the Outbound Channel on artifacts related to Request Pricing, Query Sales Quote and Query Sales Order.
Let me know if this is what you were expecting and if this solves your issue.
Regards,
Chandan

Followup doc Service Contr of Doc Type ZZB from Service Contra of Doc ZZA

Hi Expert
I want to create Followup document Service Contract of Document Type ZZB from Service Contract with Document type ZZA
I maintained all copy controls but i am not getting the Service COntract Type ZZB in the Follow up document from ZZA
If any one worked on this do the needfull
Thanks in advance
Regards
Raju

Hi,
I had faced the same problem for my requirement.
finally i used a method call action to create a follow up contract from the previous contract.
I used the standard method COPY_DOCUMENT.
Regards,
PP

FM to create followup activity for opportunity

hi forum,
can anyone tell me the FM to create a followup document for opportunity.

Hi Neelima,
You can't use function modules for such purposes. You need to maintain copy control procedure in SPRO.
Maitain the following settings in SPRO :
1. Define Copying Control for Transaction Types
2. Define Copying Control for Item Categories
3. Define Item Category Determination when Copying
You can implement the CRM_COPY_BADI to control the copying process.
<b>Reward points if it helps.</b>

Scoping Question on follow-up documents for Sales Quotes

One of the scoping questions in the "Integration into Sales, Service, and Marketing Processes" in the Customer Quotes section asks:
"Do you want to create follow-up documents for sales quotes from your cloud solution to an external application?"
See screenshot with the arrow cursor below:
What follow-up documents is this referring ?
Would be related to creating Sales Orders in the ERP ?
What other followup documents could there be ? The Help text was not very clear.

Hi Tim,
On creating the sales quote in C4C, request can be triggered to ERP system for Sales Order Request.
Once Sales Order gets created in the ERP system, 'Sales Order Request' and 'Sales Order' documents can be captured in C4C.
Regards,
Siddhartha

PCUI - EP - followup document

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