Query on Sales Assistant for Opportunity Transaction

Hello All,
We have configured the activities which the sales assistant has to perform the same is getting determined, however when we click on the particular activities the required activity is not getting created, please let me know if there any configurations which I am missing.
In the below screen shot the sales stage is selected as Demo.
The following activities below have been configured.
However now when I am clicking on the activities demo requirement discussion, I am getting the below message and the system does not take me to the particular activity instead I am getting the message below, when I click on okay the activity does not appear.
Kind Regards
Atul

Hi Nicolas,
Thanks for the reply appreciate the same, I created a new action profile Y_SALESASSITANT2 and defined a new action for the same YCUSTOMER APPOINTMENT1(screen shot attached)
The processing type parameter is set to be method call and the element(PROCESS_TYPE) is defined in Upper Case.(Screen shot attached)
The action profile is assigned to the transaction type YOPS
Maintained the required condition
I am checking my transaction in gui however the action does not get executed even after activating the same.
When I click on the action and click on activate the same does not get executed, please advice further.
Kind Regards
Atul

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Activate field sales prospect in opportunity transaction CRMD_BUS2000111

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Hi, I kind of lost track of this tread.
If the field is not read only in the underlying field group, you should check the partner determination procedure for the transaction type your are using. It should contain a partner function of the partner function type prospect. Maybe it needs to be maintained in the user interface settings of the partner determination procedure as well, but I am not sure about that.
Paul

PDP determination for opportunity transaction

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Hope all are doing good.
I have a Requirement like,
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Access sequence--> source=BP relationships and Partner function=Sold-to-party
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Hi Venkatadri,
I tried myself a couple of minutes before. It is working for me. I entered a sold to party in the "Prospects partner function" and Bill to party relationship was already maintained with Sold to party.
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Authorization in Webclient on Sales Office for Opportunity and Activity

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CRM_ORD_LP and CRM_ORD_OE.
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Edited by: Anders Grönwald on Dec 4, 2008 12:49 PM
Edited by: Anders Grönwald on Dec 4, 2008 12:55 PM

Hi Anders
Were you able to resolve this issue
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i have configured few sales stages for opportunity. Here one of the sales stage is " Identification :".
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ENDIF.
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Will reward points for helpful answers.
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Message was edited by: Shridhar Deshpande

Hi,
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1. Implement the BAdI "CRM_OPPORT_H_BADI"
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3. In the method use the following code:
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Hi Guys,
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Gun,
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Created an action, with immidiate processing, no restrictions, changeable in dialog, executable in dialog.
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Method: COPY_DOCUMENT.
Description: Generate subsequent document.
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Thanks for you help
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Hi Stefan, I have the same issue can you help me with this can you post the solution on this ticket? or it would be a great help if you can email me on [email protected] Thax Regards Vishal

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Hi Aakshi,
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Sales document item 46 000010 is not defined for the transaction
Message no. V1198
Diagnosis
You have tried to carry out a business transaction for this sales and distribution document item which, for this item, is not allowed.
This may be due to the fact that this item is not part of a make-to-order production with cost management in the sales order.
Procedure
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Err in PO creation-Sales document item is not defined for this transaction
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SanthaRam

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So assuming I have:
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- tranactionID
- categoryID
- percentageAllocation
* Usage is such that only non-personal categories have been applied through out data. So there is a lot of transactions with no categories applied
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* Want to create a query that creates a list of all the allocated amounts, so would include as columns: transaction.tDate, transaction.tTitle, categories.name, allocatedAmount(calculated from percentage * transaction amount)
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To default the value of the category:
select IIf(IsNull(Category),"Personal",Category) as Category,IIf(IsNull(Category),"100%",PercentageAllocation
) as PercentageAllocation from [yourtable]
What do you want to put the values of these ones:
And also (if it were possible), for transactions that have been categorized but not for the complete transaction
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Hi,
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"Sales document item 30000183 000100 is not defined for the transaction
Message no. V1 198
Diagnosis
You have tried to carry out a business transaction for this sales and distribution document item which, for this item, is not allowed.
This may be due to the fact that this item is not part of a make-to-order production with cost management in the sales order."
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can any one guide me what needs to be done.
thanks

If you want the sales order creation to initiate a PO creation automatically, check if the "Create PO Automatically" button is ticked on for the item category in Transaction flow tab in tcode VOV7
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Reward if this helps.

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I/P
Cases Timestamp1
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from time to_time cases
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01-01-2008 01:00:01 01-01-2008 02:00:00 3
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02     3     1
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Query on Sales Assistant for Opportunity Transaction

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