Standard Workflow - Lead to Opportunity -Issue

Hi All,
i am working on stand alone CRM 5.0. the standard workflow WS10001011 (Lead to Opportunity) does not have complete workflow definition , it has only the event start, it does not have other steps in the workflow .is there any sap Notes or batches which address this issue.
Thanks in Advance
vels

Hi,
I saw our system which is CRM4.0.
I found some steps like below.
Task:TS10008156,TS10008154,etc
Pls check these Tasks.
Regards,
Yohei

Similar Messages

Error in workflow Lead to Opportunity

Hi,
I am using BB guide to customize Lead. Completed all the steps mentioned in the BB guide to start the standard workflow WS10001011 but getting following error while testing it. Pl guide how to resolve this issue?
Error processing following event linkage:
BUS2000108 ATTRIBUTECHANGED WS10001011
Following error occurred:
WD 274
WS10001011
Message text:
Workflow definition of task 'WS10001011' cannot be activated
Event container appended as attachment.
Event linkage with errors deactivated.
Regards
Ambar Adhav

I have completed following procedure to activate this workflow as mentioned in BB guide, pl guide if something more is required
Process of WS10001011
The workflow Create Opportunity from Lead is started when a lead is saved with qualification level Hot and status Error-free. The system uses the lead-specific attributes Priority and Lead Group to check whether an opportunity can be automatically created, or a sales employee first needs to decide. If the sales employee decides that an opportunity can be created, the lead status is set to Accepted by Sales, and an opportunity is created in the background.
If necessary, this is forwarded to the sales employee to check. If the sales employee rejects the lead, the lead status is set to "rejected by sales", and the initiator is informed by mail.
The workflow is ended if no opportunity is created and
o     the lead is deleted or
o     the qualification level of the lead is changed to a value other than Hot or
o     the status of the lead is changed to a value other than Error-free.
Procedure
1.     Access the activity using one of the following navigation options:
Transaction code     OOCU
SAP CRM IMG menu     CRM  Basic Functions  SAP Business Workflow  Perform Task-specific Customizing
2.     Choose application component abbrev. CRM-BTX-LEA
3.     Choose Activate event linking (if not activated already).
4.     On the Event Linkage: Triggering Event screen expand workflow 10001011
5.     Activate the events CRM Lead Attribute Changed and CRM Lead SetErrorFree.
6.     Choose Assign Agents.
7.     Assign the sales rep to the Tasks TS 10008152 and TS 10008153 and WS 10001011 by positioning your cursor on the relevant task and choosing Create agent assignment.
8.     Select Object Type User and press Continue.
9.     Select the sales rep SALES_REP using the dialog box and then choose Generate.
10.     The sales employees are now assigned to the chosen task.
11.     Repeat this procedure for the 2nd and 3rd task as well.

Sap workflow ws10001011 - convert lead into opportunity

Hi
There is a workflow
There is a workflow ws10001011 which converts leads into opportunties in CRM
Can you plss tell me step by step directions to activate this workflow.
Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
Thanks
Tarang which converts leads into opportunties in CRM
Can you plss tell me step by step directions to activate this workflow.
Also will a standard workflow work for - standard lead and standard opportunity transactions or if I have z lead and opportunity transaction type-will it work?
Thanks
Tarang

Hi,
Second alternative of using workflow would be better to convert Lead into Opportunity , once LEAD is HOT and Error free.
This workflow is standard functionality offered by SAP for requirement of converting LEAD into Opportunity.
Hope this helps,
PD

Lead to Opportunity workflow

Hi Guys,
We have new CRM online system. I have created a custom lead type by copying the Lead transaction type. When I create a lead and assign status "hot" & priority "very high" isnt it supposed to create an opportunity automatically? Or atleast it should send a workflow to the sales rep to manually create an opportunity. None of that is happening. Am I missing any settings for this?
Ani

Hi Ani,
I know this is too late. I seacrhed forum as I need some more details on this.
The standard workflow WS10001011 for Lead to Opportunity creation should be activated for this. Please refer to the link below
http://help.sap.com/saphelp_crm40/helpdata/en/b4/5576d40037db419df42bdf18ee8503/frameset.htm
We are about to start the work on this. Please let me know the details and any other challenges you have experienced if you have completed this already.
Thanks,
Raj
Thanks,
Raj

Authorization Issue in Visibility of Lead and Opportunity Documents

HI,
I have 4 sales Org in my Project.
When an user from Sales Org 1 is searching a lead he was able to see all the leads
when I tried to change Lead or opportunity of other sales org with my user id, system says that "You have no authorization to execute action Change " the reason is "The authorization check for object CRM_ORD_OE has sent back the return code 12. The activity executed was Change. Return code 12:
I understand it as the system can't find necessary authorization . In my project they want to restrict the document visibility to other users. How can i restrict by which i can see only my documents.
With Regards,
Selvam T

To see only your transactions use auth. object CRM_ORD_OP.

Workflow - Lead to Oppotunity

Hi friends,
I am looking for solution or approach for my requirement.
Issue: We are creating a Opportunity from Lead based two conditions.
Condition 1: Lead status is HOT
Condition 2: If Channel Partner exists in Partner tab.
If above two conditions are met, we are triggering Opportunity from lead as followup and changing the lead status to close, lead reason to close to oppotunity.
I knew we have standard workflow to trigger the opporunity from lead.My question here is how to include my new condition (If Channel Partner exists in Partner tab.) in standard workflow.
I am thinking of using actions and workflow.Can anybody help me on this?
If workflow suits my requirement, how to configure workflow in this scenario by adding custom defined condition.
Please help me or suggest me the right approach.
Thanks,
Ajay

Hi,
I saw our system which is CRM4.0.
I found some steps like below.
Task:TS10008156,TS10008154,etc
Pls check these Tasks.
Regards,
Yohei

Error in PR standard workflow WS20000077

Hi Friends ,
I have activated the standard workflow WS20000077 which is for PR release procedures . When i am creating a PR it is triggering the workflow with an error " Import container contains errors (are any obligatory elements missing?) " .
I have checked the forum for the same error but i did not find ant exact solution for that .
In SWEL , the object key is being populated by the PR no . So i think this is the problem due to the Release code which is not getting any value in the event container after the event " Releasestep craeted" gets triggered .
So please guide me on the same how to resolve the above error .
I am using ECC 6 version of SAP .
Thanks in advance
Sarmistha

Thanks again for your reply .
I have tested the workflow in SWUE by assigning the Release code value manually and the workflow is triggering without any error .
So as you told i think some SAP Notes needs to be implemented to resolve this issue .
If you have any idea on this please guide .
Thanks
Sarmistha

Problem in standard workflow of claims in ESS

Hi ,
I am functional consultant and I am facing problem in standard workflow of claims WS18900023 .
When approver clicks on approve button it gives message that ' Validation is succesful 'and it does not get approved.
When approver clicks on Approve button it should say that request has been approved and that workiten should go from his inbox but this is not happening .That workitem still shows in his inbox with same status of to be approved .
Kinldy help in resolving this issue .
Thanks in advance
Archana

Hi Archana,
I assue that you have activated the BADI GET_NEXT_APPROVER.
Follow these steps.
=> Request for claims from portal.
=> Then in SAP run the T-code HRPBSIN_AC_ACRP and check the request status. It should show as To Be Approved.
=> Then logon as manager and approve the request from UWL.
=> Now agian in SAP run the T-code HRPBSIN_AC_ACRP and check the request status. It should show as Approved. ( If your maintaining Multi level approval process status will be Partially Approved).
=> Once it shows status Approved, Run the T-code HRPBSIN_AC_INFU, it will show the list of requests to be update in IT0015.
Regards,
Shankar.

Lead to Opportunity Approach using BADI

Hi Gurus,
I am working on Lead to Opportunity conversion requirement based on few conditions.
Condition 1: Lead status is HOT
Condition 2: If Channel Partner exists in Partner tab.
If above two conditions are met, we are triggering Opportunity from lead as followup and changing the lead status to close, lead reason to close to oppotunity.
Is this requirement able to implement through BADI? I am thinking of using ORDER_SAVE BADI and call another BADI or BAPI to create opportunity if above two consitions are met.Is it possible to implement above functionality?
Please guide me...Thanks in advance.
Cheers,
Ajay

Yes I agree with you...But using Copy Control user has to perform the opportunity creation manually...I need automatic creation of Opportunity from Lead based on few conditions.
With Conditions...I don't think we can change the status and reason in Lead..If possible Can you explain the process?
I am thinking of three approaches:
1) Workflow
2) Actions - Ruled out as per my knowledge
3) Calling BADI or BAPI from ORDER_SAVE BADI.
If you have any experience, plese guide me.
Thanks,
Ajay K

Move In Standard Workflow (ISUACBMOVEIN) : Automatic Owner Allocation Proc.

Hello Experts,
In the automatic owner allocation process, when we move out the tenant the owner is supposed to automatically move in with the pre-configured offset. In my case the workflow was not being triggerred so we defined the the linkage of the events (tcode: SWETYPV). After doing this we got an exception
"Object MOVEINDOC method MOVEINOFOWNERCREATENODIALOG cannot be executed" with error EQ067 (Check the reference for move-in document &1).
When I see the standard workflow I see that it analyses Contract Account and verifies what category it belongs to Residential or not and splits it into two paths one for Residential and one for non residential. Then it passes through "template Movein Doc for". Here it provides a Move in Doc Reference as 000000004712 for non residential and 000000004711 for residential customers in a container operation.
This is where the problem is. These donot exist in Move in / move out tables. So how do I approach now
1) Is there any standard reference document already present in SAP system which can be configured?
2) Do I have to copy the standard workflow and edit the template to give different reference document numbers?
Or is there any other way to solve this issue?
I really appreciate all the help i am getting from this forum so far.
Thanks a lot.
Vinay.

Hi Vinjay,
we are using different method to create a owner move-in MOVEINDOC->MDTMOVEINOWNER which doesn't required the reference.
However, for your answer, you should check out these SAP help:
http://help.sap.com/saphelp_rc10/helpdata/en/43/a7b39d823017b5e10000000a1553f6/content.htm
http://help.sap.com/saphelp_rc10/helpdata/en/43/a24f89794e274ee10000000a422035/content.htm
Regards,
Chaiphon

Lead to Opportunity

Dear Friends,
I would like to trigger a opportunity from a lead if the status of the lead become " WON"
Is there any standard Action provided by SAP where i can use it in lead and trigger it automatically.
Is there any work flow from Lead to Opportunity which does not use actions and based on the events which are triggered based on user status.
How do i go about this requirement
Thanks,
Satish Kumar

Thanks for your reply and the help.
I have removed the action type and definition and created it again.
&CRM Lead.User Status& = E0003CRMLEAD (CRMLEAD is the Status profile used for the lead transaction type)
is it Right?
But at the time of creating the lead the system gives an error "The necessary processing parameter PROCESS_TYPE is missing" and the action looks Red In color.
I checked the parameter maintained in transaction - Crmc_action_def
Structure - CRMD_ORDERADM_H
Field - PROCESS_TYPE
the initial value is ZOPT.
and the properties ( import & mandatory) tick mark.
I feel i have done some error in parameter definition only.
While defining T.code ( CRMC ACTION CONF) start Conditions what should I configure at the parameter?
I have done this
Object type - BO Object Type
BUS2000108                       CRM Lead
(Properties- Import and Mandatory ) Tick.
Could you please check whether i have defined the correct conditions and kindly revert if there are any changes required.
Does the BADI COPY_DOCUMENT requires an English Language as i have changed the same and it is showing as language German?
Package            CRM_ACTION_IMPL
Language           DE German
Regards,
Satish
Thanks,
Satish
Kindly throw some light on this.
Thanks,
Satish

Error in standard workflow 200000075

Hi Experts,
I know many people had a problem with the customizing of the standard workflow 200000075. I read all the posts, triple-checked the customizing and it is still not working
When I start my workflow (independent if I start it by creating a PO or by testing it manually) the status is set to "error" (can not see more information about this error).
Message no. WZ703
In the workflow log with technical details I can see following information:
          workflow created
          workflow started
error   exception occured
error   process_node
error   create
error   create wim_handle
error   create via WFM
error   evaluate_agent_via_rule
error   AC20000027
         Error Message Created for Admin
error executing flow work item
error executing flow work item
If I check the WF in transaction SWUD the Event raises the WF, it starts correct.
In transaction SWETYPV I created an entry for the BO BUS2012 realesestepcreated with my workflow and active linkage.
The WF Diagnosis (SWUD) tells me following:
WD:287 Task 'TS20000168' has no agent assignment.
Can anybody give me some help with this?
Thanks a lot,
Christoph

Dear Christoph,
As i understand that the Agent determination standard Rule which you are using 20000027 is not working.
Behind this is a Function module ME_REL_GET_RESPONSIBLE which is being called.
For this you need to maintain entries in the tables T16FW and T16FC.
First you maintain the table <b>T16FC</b> in which you will maintain the
Release Group, Release Code,
Workflow Role - Here Space = No Role Resolution.
                                '1'       = Role Relevant for Workflow
                                '9'       = Role Resolution uses a User exit
                                             EXIT_SAPLEBNF_001 for getting the Users.
I quote from the documentation available through custzomisng here
<i>The Workflow indicator is also used to control role resolution:
"1 - Role Resolution with Group, Code and Plant (T16FW)"
Here you use a role resolution that is supplied in the standard system. To do so, you must assign the release point in the section Workflow (see below).
"9 - Role Resolution via User Exit"
Here you use the customer exit M06E0005 to define a role resolution of your own</i>.
You need to maintain these through customising mode and the path is as follows :-
SPRO-> Materials Management-> Purchasing-> Purcahse Order-> Release Procedure for Purchase Orders-> Define Release Procedure for Purchase Orders.
You will also need to maintain the table T16FC through the customising process the same way as given above.
This should definitely solve your issue.
and in T16FW the entries need to have entries like
Release Group, Relese Code, Description,
OT = Here you need to give 'US' for user type
        'O' or organization
        'P' for Person
        'S' for a Position
        'C' for a Job
Agent ID = the agent id created through the Organizational object .
for e.g you can have
release group = X1
release code =C1
Description = 'Release one'
OT = 'US'
Agent ID = 'CHRISTOPH' - SAP User Id of a particular person
Hope this solves yyour issue
Thanks & Regards
Venugopal

How to activate the standard workflow :ws10000051

hello,experts
    here is my problem:
    I want to activate the standard workflow for document parking :ws10000051 .
     I have already activate the event type linkage in SWE2.
    And then , i maintian obwa , obwj , obwb, obwc, obwd.obwe,obwf.
     In obwa,i choose posting release , subworkflow is ws10000055.
    In obwe, Swf amnt rel is ws10000052.
    In obwf , the org object is the position cfo (myself), before i assign this ,i create a position in ppoce.
   But, when i use f-65 to park a document , i can't receive any workflow in sbwp. I also find "the status of Document Parking (Frame), Parallel is error " in my outbox.
   Can anyone tell me the reason ?
   Thanks !

hi ,hari,
    you are right . when i check swel ,i found ws10000051 : evnet put in the queue . more detail message said :The OPEN_DI of BTE 00002214 could not determine any function modules.
when i check the workflow log (view with technical details), the activity :' determine subworkflow for amount release of document etermine subworkflow for amount release of docu ' status error . the message said :error in workflow customizing for document parkig (transaction obwe).
i don't understand this , because i have already maintian obwe. i made a new entry,like this:
wrkf :1000   (workflow name)
apth: 1000   (workflow approval path)
ammont to : 9999999
crcy: eur
wsf amnt rel :ws10000052
so ,could you tell me more details about this problem ,
thanks

How to trigger FI Standard Workflows

Hi,
I have never worked on FI Standard Workflows . As far as I knpow there is a std WF available WS00400012 with Object type BSEG. For Vendor Down Payment Request, Vendor Payment Request Against Invoice, Vendor Down Payment Posting,Vendor Payment Posting, Vendor Invoice FI, Vendor Invoice Logistics Posting, Vendor Credit Memo, Vendor Debit Memo, Cash Payments, Asset Posting what are the Standard Workflows available and how to trigger these workflows. I have checked with SWELS but WS00400012 is not getting triggered. Is there any SPRO config required for this, POlease help me out with the solution.
THanks
Edited by: Saujanya GN on Sep 16, 2008 8:23 AM

Hello Munish,
As Venugopal has mentioned, you have to find the relevant BTE for the process and use it to raise an event and in turn trigger the workflow.
The following is the process to find a BTE and implementing it.
(1)Goto transction FIBF .Execute it with Attribute type = 'A' and then menu Environment->Info System (P/S ).
Choose the relevant BTE using the descriptions provided.
(2)Select the BTE you want to implement.
(3)Press button Sample function module
(4)This brings you to SE37 - Copy the sample function module to a Z-function module (First create a new function group for the function module) . Note: The name of the Z-functionmodule is not important
(5)Edit the code in the new function module
(6)Go back to transaction FIBF - Menu Settings->Products -> Of a customer and create a new product whicj identifies the new product . Remember to mark the Active field.
(7)Go back to FIBF menu Settings->P/S function modules->of a customer - Create an entry that links the BTE and Product with the new function module
Hope this will help.
Regards,
Samson

Standard workflow for downpayment request approval

Hi,
Is there any standard workflow for downpayment request approval?
Please suggest.

Hi,
There is no standard flow for the down payment request generally in many projects down payment requests are rarely created process starts with Down payment request F-47 then Down payments F-48
then clearing of Down Payment f-54
Down PAyment request is just a template.If you want to use then use then u can skip this step.
regards
Deepa

Standard Workflow - Lead to Opportunity -Issue

Similar Messages

Maybe you are looking for