Sales order follow up document

Hi
    we have customized a sales order transaction & maintained copy control settings for this sale order  transaction, to determine three activity related follow up transactions Eg: ic activity, Bus Activity with Products and Adjest Order.
  The problem is instead of our three follow up transactions other transactions are appearing ( Appointment, Interaction Log, Billing Document) in IC Web Client for the sales order transaction.
plz kindly help me

Hi,
In order specific transaction type  can be created as
follow up , copy control entry must be available in:
  SAP Implementation Guide
    Customer Relationship Management
      Transactions
        Basic Settings
          Copying Control for Business Transactions
            Define Copying Control for Transaction Types
This is not necessary for transaction with business category task or
activity.
In SAP Standard all activities and tasks are always allowed as follow-up
documents (not only in WebUI but also in SAP GUI). Note 661305 suggests
a modification which completely deactivates the automatic permission of
preceding documents of follow-up documents for activities and tasks. As
of CRM 7.0, this modification is no longer required because of a new
customizing table.
The customizing of navigation bar profile is of importance.
Go to CRM => UI Framework => Technical Role Definition => Define
Navigation Bar Profile => position on Nav Bar Profile and choose
"Define Generic OP Mapping". In order a transaction type is shown
in the follow up pop up, an entry for the relevant object type must
be available for object action "CREATE".
I hope this information help you.
Best Regards, Winnie

Similar Messages

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  • Sales order and billing document modify log

    Dear Gurus,
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  • Sales order and billing document fields

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  • Variant configuration statistics of sales order and billing document

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  • Regresion test flow of Sales order and billing document to CO-PA

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    Hi
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  • Different  Pricing Procedure for Sale order and Billing Document

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  • Standard COGS cannot be Transferred from Sales Order to Billing Document

    I did a test in current client with the following steps:
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    en, It is solved now. Untick "Transfer aux. CC Split" in KE40, then the value can transported to billing.
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