Transaction in CRM

Hello All,
Just heard this and wanted to clarify with you all.
A transaction will have header and Item and at item level Line item.
On the CRM side we have a Header and Item for a transaction. Is it not mandatory
for a CRM transaction to have an Item and line item.Is Item level just optional.
Or what I am saying doesn't make sense at all?
If for a transaction just Header is needed and nothing why would we need some thing like that?
All answers nomatter how detail will be rewarded more that helpful.
cheers,
Muralidhar Prasad.C

hi Muralidhar,
based on my knowledge not all of transaction in CRM need an item.
for an example item is not needed in transaction Activity and Task.
i think for SAP has build several ... what a term ... perhaps i call object model in technical that some of them need items and others no need it.
that's the reason if we start to configure a transaction it is mandatory to set a leading transaction category.
the transaction category will determine will an item needed or not.
hopes it helps
cheers

Similar Messages

Follow up transaction in CRM

Hi All,
I want to create an Order in CRM with reference to the Standard Order (which is created in ECC and replicated from ECC to CRM).
When I open the Transaction (which is created in ECC and replicated from ECC to CRM).
in CRM and clikc on follow up I am not able to create the follow up transaction.
The follow up transaction is in display mode.
Can anybody give me inputs in this regard? where is wrong
Will award the points for the helpful answer.
Regards,
-Rahul.

Hi Shalini,
The document is replicated from ECC to CRM without any errors.
For this document I just want to create follow up transaction in CRM.(I dont want to change the document in CRM)
The follow up transaction is in display mode. this is my problem.
Hi Rekha:
I have done following setting in CRM to create follow up transaction in CRM for the document which is replicated from ECC to CRM.
1)     Defined the Copying Control for Transaction type
2)     Defined Copying Control for Item categories
3)     Defined Item category determination when copying
Thanks in advance,
Regards,
-Rahul.

Business Content for Bill Up transaction in CRM system

To all Experts,
I'm currently working on a project that requires Bill Up transactional data ( Source Table: CMSD_BU ) to flow from CRM to BW system. I'm looking for Business Content that can fulfill this requirement. However, till to date, I couldn't find any information of such Business Content. I'm not sure if such BC exist. Can anyone help if you have experience implement this data flow?
When searching for the DataSource / Extractor, I found BW Extract Structure CMST_BU_BW and CMST_BU_BW_C in the CRM system. But couldn't find any DataSource for both extract structure. Not sure if we need to install any support pack in order make the BC available in the system. Please help if you have any idea.
Thanks in advance.
Regards,
Hui Pin

Hi Shalini,
The document is replicated from ECC to CRM without any errors.
For this document I just want to create follow up transaction in CRM.(I dont want to change the document in CRM)
The follow up transaction is in display mode. this is my problem.
Hi Rekha:
I have done following setting in CRM to create follow up transaction in CRM for the document which is replicated from ECC to CRM.
1)     Defined the Copying Control for Transaction type
2)     Defined Copying Control for Item categories
3)     Defined Item category determination when copying
Thanks in advance,
Regards,
-Rahul.

Error in Transaction launcher - CRM 5.0 / ECC 6.0

Hello all,
I am trying to pull one ECC 6.0 transaction into CRM 5.0 IC webclient through launch transaction.
When I click the link in the NavBar, I get the logon box for ECC system but after I enter the logon details below error message is getting displayed.
The transaction call failed
Reason:: Function module EWB_PROC_CREATE does not exist
But this FM exists in both CRM and ECC systems.
Any ideas about this error message?
Best Regards,
Nag

Hi Sudeep,
Thanks for the reply.
I am not sure about the EEWB extensions.
Initially I created a launch transaction using BOR method the path of the ECC logical system is given as below.
http://ssever:port/sap/bc/gui/sap/its/CRM_CIC_RABOX
But now I've changed the path as: http://ssever:port/sap/bc/gui/sap/its/CCMP_RABOX
and it is working now. I am able to pull the transaction from ECC although some other data flow issues are there.
So looks like there is some issue with the serivce CRM_CIC_RABOX in our system.
Thanks to all,
Nag

Display issues in WebIC when i launch a Transaction from CRM

Hello All,
In Web IC 5.0 i am calling BP transaction from CRM.
The page displayed to me is SAP easy Access Menu instead of BP .
I was told that our installation is using new SAP gui service( i am not very sure as i am a functional guy).
any suggestions please?
will for sure reward for the solution or even a tip which will lead to resolving the whole issue.
Thanks
Amar Reddy

Hello Amar,
I've it configured in CRM5.0 like this (see if it can help you - it's working fine for me):
- My ITS link (at CRMS_IC_CROSS_SYS t-code) is defined like this (see note 917302):
http://<host>:<port>/sap/bc/gui/sap/its/webgui/!?transaction=IC_LTX&okcode=ICEXECUTE
- The most important steps of my entty at transaction launcher, is like this:
Wizard step: Further Technical Details
Tr. Launcher Type: M BOR Transaction
Logical System: for CRM Server OWNLOGSYS
BOR Object Type: BUS1006005 (CRM Business Partner)
Method Name: Display
Wizard step: Transaction Parameters
Parameter: Object key
Value: //currentCustomer/BP_NUMBER
Best of lucks,
Regards,
Bruno

Middleware-Replicating service transaction from CRM to R/3

Hi Experts
We are using the transaction SRVO( Service Transaction) in CRM and it has to be replicated to the R/3.
Can anybody tell me
1.what is the load object for replicating this transaction ?
2.Do i need to make any settings in R/3 for the replication ?
3.Do i need to create one new transaction in R/3. If so where i have to create the transaction ?
4. What would be the document type category of the replicated transaction ?
Thanks in advance
Nadh.
Message was edited by:
Nadh R

Hi Nadh,
Service transactions are replicated to R/3 as sales order, with sales items only.i.e. item category SRVS.
You need to maintain the similar settings as you do while replicating a sales order from CRM to R/3.
1. Create a order type in R/3 with the same name SRVO (Tcode: VOV8)
2. Create the item categories with the same name as being determined in the service order (Tcode: VOV7) e.g. SRVS
3. Mainatin item category determination, the way it is maintained in CRM (Tcode: VOV4)
Other than this, assign an external number range to your order type SRVO which is same as the internal number range of CRM. Ensure that the customer master and product also exist in R/3.
Before replicating a service order from CRM to R/3, Create a dummy sales order in R/3 (VA01) with order type SRVO (only for checking purpose)and your sales area,put the customer master and material and check if the transaction is complete. If not you will have to first remove the incomplete stuff, than only an order will get replicated error free.
If you get incompletion items like Plant, shipping point, contact a SD consultant or post another thread.
Regards,
Shalini Chauhan

What is Business Transaction in CRM

Hi,
What is Business Transaction in CRM? What is deifference between partner and partner_guid? What is significance? and also product, prodcut_guid?
Thanks,
Shashikanth

Hi Shashikanth,
Most of the transaction that you carry out in CRM are Business Transaction. E.G. Service Contract, Activities, Lead, Task etc.
Business Transactions are further divided into Subobject Category, these Subobject Categories are again subdivided into Transaction Type.
Categorization of CRM Business Transaction based on Subobject Category
Business Transaction Name SUBOBJECT CATEGORY
Activity BUS2000126
Service Contract BUS2000112
Lead BUS2000108
Opportunity BUS2000111
Task BUS2000125
Utility contract item BUS2000147
Note:
1. For Example if you want to retrieve all the activities in CRM, pass the OBJECT_TYPE as BUS2000126 in CRMD_ORDER_INDEX table.
2. The Subobject Category can be customized for a business transaction from the transaction SPRO.
Partner : Partner is a 10 char number used to identify Business Partner in the system.
PArtner GUID : It is global unique identifier to identify the partner globally.
As such there is no difference in partner and partner guid, both refer to the same entity in CRM and are unique across the system. Refer the table BUT000.
Same applies to product and product guid. Refer the table CRMM_PRODUCT.
Reward points if it helps and close the thread.

Questions about Territory determination in Business transactions in CRM 7.0

Hi All,
We are in the process of configuring territory management in our system. I have a couple of questions regarding Territory determination in Business transactions in CRM 7.0.
1) Territories in business transactinos are determined based on partner function categories: employee and person responsible. If the employee is assigned to multiple territories, which territory is determined for the transaction.
a) Is it the territory for which he is assigned the 'Default territory' flag'?
b) What if the employee does not have any territories with the 'Default territory' set?
2) We have had SAP CRM since the last 6-7 years and recently upgraded to CRM 7.0. When I use the transaction searches in the Web UI using the search parameters 'Territory ID' and 'Territory description' we can't see any old transactions in the search results. We can only see the test transactions that were created after we ran the master data reln. update program CRM_TERRMAN_PROC_REL. Is there another program which updates transactional data relationships similar to the master data one?
Appreciate your inputs.
Regards,
Ramesh Nallabelli

Hi All,
We are in the process of configuring territory management in our system. I have a couple of questions regarding Territory determination in Business transactions in CRM 7.0.
1) Territories in business transactinos are determined based on partner function categories: employee and person responsible. If the employee is assigned to multiple territories, which territory is determined for the transaction.
a) Is it the territory for which he is assigned the 'Default territory' flag'?
b) What if the employee does not have any territories with the 'Default territory' set?
2) We have had SAP CRM since the last 6-7 years and recently upgraded to CRM 7.0. When I use the transaction searches in the Web UI using the search parameters 'Territory ID' and 'Territory description' we can't see any old transactions in the search results. We can only see the test transactions that were created after we ran the master data reln. update program CRM_TERRMAN_PROC_REL. Is there another program which updates transactional data relationships similar to the master data one?
Appreciate your inputs.
Regards,
Ramesh Nallabelli

Error in Sales Transaction in CRM 4.0 ?

Hi All,
We are working on CRM 4.0 i have created a sales transaction in WEB and transaction will see in CRM and it is getting downloaded to R/3.
But when I go back to CRM and check Sales Transaction it is showing me error as "An error has occured in the system XYZCLNT100 while copying the document".
And i have been check in SMQ1&SMW01 ..in both T codes there is no error ..
How can i figure out this problem ?
can anyone help me in this regard?
Thanks in advance.

Please look into note 490932 for any issues of this nature
This note gives an insight into possible error causes during the download or upload of sales transactions between CRM and R/3 and helps you correct these errors. This note is relevant for CRM Release3.0.
It is also relevant for releases higher than 3.0.
Other terms
Download, initial, delta, delta download, SALESDOCUMENT, BUS_TRANS_MSG, event 00501014 501014
Reason and Prerequisites
The error causes may be included an incorrect configuration or missing system settings. The note only focuses on the sales transaction-specific configuration of the data exchange, but not on the settings for CRM Middleware in general or for other CRM Server applications.
Solution
In CRM Release 3.0, the following sales document items are transferred to the R/3 System:
Sales items
Customer return items
Substitute delivery item
Credit memo request items
Debit memo request items
As a leading system for the order entry, CRM only transfers data to the R/3 System if it is relevant for the logistical subsequent processing (delivery, billing). For this reason, requests for quotations and quotations themselves are not transferred to the R/3 back-end system with the standard delivery. With SAP note 455678, you can use a modification solution to also transfer quotations entered in CRM to the R/3 back-end system.
 Restrictions of note 455678:
If you are using this solution, you cannot create any sales orders with reference to customer quotations in CRM.
Mixed document processing (partially customer quotation items and partially sales order items) is not supported in the R/3 System and is therefore not possible during the quotation upload. The solution specified here only performs the upload for documents that consist of quotation items only.
The quotation items must be defined in the Customizing for copying. This solution does not cover scenarios where the order is generated from the quotation as a result of a status change. Therefore, quotations entered in SAP Internet Sales (in particular) cannot be transferred to the R/3 System.
Only completion rule 'A' ('Completed with one-time reference') is supported in the R/3 System.
Sales transaction-specific settings for the data exchange
1. Basic administrative settings for the replication of sales transactions
a) The BDoc relevant for the distribution of all transaction types is called BUS_TRANSACTION_MESSAGE. In transaction SMOEAC, the relevant R/3 site must be subscribed to the corresponding publication 'All Business Transactions (MESG)' so that sales documents can be distributed to the R/3 back-end system. (To create a subscription, select the 'Subscription' object type in the 'Object type' selection list in transaction SMOEAC and then select the 'Object -> Create' function from the application menu or the corresponding symbol from the application function bar. The Subscription Wizard, which supports you during the creation of a new subscription, is started as a result.)
b) Check to see whether the current CRM release has been maintained in the R/3 back-end system in the CRMPAROLTP table. This has to be taken into account in particular after an upgrade. You can maintain the CRMPAROLTP table in transaction SM30 in the R/3 back-end system:
 Parameter name "CRM_RELEASE"
 Param. value "30A"
c) Event 00501014 must be activated in the R/3 back-end system so that the delta download of sales transactions from the R/3 back-end system to CRM works. The event must also be active for the upload of sales transactions from CRM to R/3.
d) The event is activated automatically after a successful initial download. Call transaction R3AC4 ('Object Class Activation') in CRM and check whether the following entries exist:
 Object class "BUSPROCESSND"
 RFC destination <R/3 destination>
 Select your entry and then choose 'Events by Object Class' (branch to the TBE31 table in the R/3 back-end system). The following entries must exist:
 Event "00501014"
 Obj. class "BUSPROCESSND"
 Function "CRS_SALES_COLLECT_DATA"
 If you do not see these entries, your initial download was not completed successfully.
e) In transaction BD97 of your CRM system, the R/3 back-end system must have been maintained as the standard BAPI destination. Check the V_TBDLS view to see whether your R/3 back-end system has been defined as a logical system. A termination message in the SAPLCRM_ DISTRIBUTED_LOCKING program when you call a transaction in CRM indicates the missing destination assignment.
Refer to notes 597812 and 674487. According to note 597812, the cross-system lock is processed using the RFC destination of the CRM middleware (SMOF_ERPSH table). However, the aforementioned entry in transaction BD97 for the Standard BAPI destination is still used to branch via the document flow to the R/3 system.
f) In Release 3.1I, you can only have one entry for the RFCDEST field (RFC destination) in the CRMRFCPAR R/3 table.
2. Definition of sales transaction-related Middleware parameters
a) If you do not want a BOM explosion to occur for document items in CRM during the transfer to the R/3 back-end system, make the following settings in transaction R3AC6:
 Key "R3A_SALES"
 name "NOSTRUCTURE"
 value "X"
 This would make sense, for example, if you have already carried out a BOM explosion on the mobile client and if you do not want a new BOM explosion in the R/3 back-end system.
 Make sure that the assigned item numbers in the sales transaction/sales document are set differently for main items and subitems so that no item numbers are assigned twice after the transfer and the BOM explosion in the R/3 System. The item numbers of the main items must be set identically in CRM and R/3. For more information, see note 496906.
 Example:
 CRM sales transaction
 Pos.Nr. Item No. Product
 100 MAT1
 200 MAT2
 R/3 order
 Pos.Nr. Item No. Material
 100 MAT1
 101 Subitem1
 102 Subitem2
 103 Subitem3
 104 ...
 200 MAT2
 You can maintain the item number assignment for the transaction types (CRM) or for the sales document types (R/3) in the Customizing.
b) If a document is created in CRM and transferred to the R/3 back-end system, the warning messages of the transferred R/3 back-end document can also be displayed in the CRM document. In this way, you can recognize, for example, in the CRM document whether the transferred R/3 back-end document is incomplete and has to be postprocessed so that it can be further processed logistically. For this purpose, make the following settings in transaction R3AC6:
 Key "R3A_SALES"
 name "COLLECT_WARNINGS"
 value "X"
c) When you transfer a CRM document to R/3, you have the following control options with regard to pricing:
 Key "R3A_SALES"
 name "PRICINGTYPE"
 value
 'B' = new pricing
 or
 'C' = copy manual pricecomponents,
 redetermine others
 or
 'G' = Copy price components unchanged,
 redetermine taxes (this value is
 delivered as a default setting)
3. Definition of the R/3 dummy division in CRM
 Note that no division exists in CRM in transactions at header level. In the R/3 order, however, the header division is a mandatory field. Thus, the R/3 dummy division must be maintained in CRM Customizing so that it can be determined during the transfer of a document. Otherwise, the order cannot be transferred to the R/3 back-end system.
 Customizing path: 'Customer Relationship Management -> Master Data -> Organizational Management -> Division Settings -> Define Use of Division and Dummy Division'.
 The use of several dummy divisions can be programmed in the CRM_DATAEXCH_AFTER_BAPI_FILL BAdI in the CRM_R3_SALESDOCUMENT_UPLOAD function module.
Hints for the initial download
Filter settings
In transaction R3AC1, you set the filters for the initial/delta download of business objects. In the SALESDOCUMENT business object, you can set the filters for the order download from R/3 to CRM. For successful execution of the initial download, you have to set at least the VBAK-ERDAT filter criterion (document entry date) for the SALESDOCUMENT business object. This filter setting is required for the successful completion of order downloads.
After you have completed these filter settings, you have to transfer these settings to the R/3 System. Select 'Filter sync.(R/3)'.
Choose your R/3 System as a source site and check whether you are using the VBAK-ERDAT filter criterion:
Example:
Table/Structure Field OP Low
VBAK ERDAT Greater than <Date>, for example, 20020128
The date must be entered in the same form as it is stored on the database (YYYYMMDD)!
The following filter criteria are also available:
VBAK-AUART Sales document type
VBAK-SPART Division
VBAK-VBTYP Sales document category
VBAK-VKORG Sales organization
VBAK-VTWEG Distribution channel
We recommend that you also use sales document numbers (VBAK-VBELN) as a further filter criterion. With this criterion, you can carry out an initial download according to sales document number intervals. The advantage of this filter criterion is that if your initial download terminates due to an error, you can restart the download after correcting the error as of the sales document number for which the error occurred. In this way you avoid having to restart a download for sales documents that have already been replicated.
Example:
Table/Structure Field OP Low High
VBAK VBELN zwisch. 0005000000 0005099999
Enter the field contents in the same way as it is stored on the R/3 database (leading zeros).
If you want to use this filter criterion, go to transaction SM30 and make the following entry in the SMOFFILFLD table:
Object name Table/Structure name Field name
SALESDOCUMENT VBAK VBELN
Note 497327 deals with possible filter-specific problems during the delta download that can occur due to missing R/3 back-end entries.
Block size
In this context, the block size specifies how many documents are selected in a transaction and transferred to CRM as a BDoc. The block size is defined on the system. The default value may have to be set to a lower value if problems occur (for example, memory overflow during the selection in the R/3 System). If the initial download terminates, check the dump log in the R/3 System (transaction ST22). The TIME_OUT or STORAGE_FREE_FAILED runtime errors indicate that the block size is too large. In this case, reduce the block size and restart the download. In addition, you can clarify with your Basis Administration whether the rdisp/max_wprun_time kernel parameter is large enough (this avoids a TIME_OUT error).
Basically, you should only download a few documents during the first download to check whether the system settings are correct. In this way, you can identify possible Customizing errors and correct them before the large load.
Queue processing during the initial download
In the case of very large transfer data sets, it may make sense to process the initial download in parallel within one object (object-internal parallel initial download) to complete the initial data transfer faster. Note 350176 describes the corresponding procedure.
Queue processing during the upload/delta download
Queues in CRM are defined in the SMOFQFIND table (for example, from CRM to CDB or from CRM to R/3).
For the BUS_TRANS_MSG BDoc type, the default setting of the queue processing is that all orders for a customer are processed in one queue.
As an alternative, you can set the queue processing in such a way that each order is processed in a separate queue. As a result, an individual order can no longer block the processing of other orders if an upload problem has occurred.
If you prefer this queue processing, go to transaction SM30 and make the following change in the SMOFQFIND table:
Select the BUS_TRANS_MSG BDoc type and change the segment field name from QUEUE_NAME to OBJECT_ID.
In the same way, you can also set the queues for the delta download in the R/3 back-end system in such a way that each order is processed in a separate queue. If you prefer this queue processing, go to transaction SE16 in the R/3 back-end system and make the following change in the CRMQNAMES table:
Select the entry for the SALESDOCUMENT object and change the BAPIFLD field from SOLD_TO to DOC_NUMBER (with BAPIOFFSET=3 and BAPIFLDLEN=10). Leave the second entry for the SALESDOCUMENT object (with QOBJPART=SAL_ERR) unchanged.
In transaction SMQR, check to see whether the queues have been registered or check transaction SMQS to see whether the destinations have been registered because otherwise, the queues are not processed automatically, and this can lead to queue overloads.
Check the queues regularly.
Composite SAP Note 504090 covers all notes that solve known problems in the transfer as of Support Package 06 (SP06).
Document cannot be maintained in online mode
If you cannot maintain a document, this can have various reasons. Basically, a sales document entered in CRM is locked until the R/3 System has confirmed the update of the order successfully.
If message CRM_ORDER019 "Document will be distributed - changes are not possible" occurs in CRM, check the queues (transaction SMQ1 and SMQ2). To analyze the data exchange from CRM to R/3, refer to note 431345.
If message CRM_ORDER013 "Transaction &1 is being processed by user &2" occurs in CRM or if message V1042 "Sales document &1 is currently being processed (by user &2)" occurs in R/3, the document is processed in the other system respectively. To avoid inconsistencies, a cross-system lock is set during the processing of a replicated transaction so that the document cannot be processed simultaneously in two systems.
Other notes
Only error-free sales documents are distributed to the R/3 System. If, in R/3, you change a sales document that was originally created in CRM, these changes are not transferred to CRM. That is, you should always make the changes in the original CRM document to ensure the consistency of the document data in both systems. Sales documents entered in the R/3 System are transferred to CRM, but they are locked for processing there. Changes to a document created in R/3 are also transferred to CRM.
In your settings for the data exchange, also make sure that the document number ranges correspond in both systems. For the successful sales document exchange between the systems, the transaction types and item categories have to be created in exactly the same way in both systems. If these objects do not exist in one system, you have to create them manually.
In transaction CRMM_BUPA_MAP, you can determine into which R/3 customer number the CRM business partner is converted and vice versa. If you do not receive a conversion for the specified business partner here, this indicates that a transfer problem has not occurred in the sales document but during the business partner download.
Header Data
Release Status: Released for Customer
Released on: 02.05.2006 15:04:13
Priority: Recommendations/additional info
Category: Consulting
Primary Component: CRM-BTX-BF-IF R/3 Interface for Business Transactions

Where can i see appointment details in CRMD_ORDER transaction in CRM?

Where can i see appointment details in CRMD_ORDER transaction in CRM for particular FS order. Could you please help?

Hello,
TO view the folder ask your XI Basis to get the XI Server URL and connect to that system and check for your folder. Server details , folder details you can get from the Basis /Server Administrtaors.
One more option is install ws_Ftp software, and give the necessary parameters ( IP address of XI server etc ) and look into the folder.
Hope this helps
regards,
Moorthy

How to extract Taxonomy data from MDMGX transaction of CRM system

Hi all,
I have a requirement on product master where in i have to upload data into MDM as taxonomy table from MDMGX transaction in CRM system. Is it possible? If yes can anyone guide me the stepwise procedure as i observed it involves the Function Modules like MDM_COMM_CAT_ATTRIBUTES_EXTR.
Thanks in advance
Samatha

Yes,
You can very well do it. You need to define parameter " Hierarchy ID" in function module for exceptional cases in MDMGX. This hierarchy ID you can get using Transaction COMM_HIERARCHY in CRM..
This will solve you requirement....
Thanks and Regards,
Shiv

RRI to Opportunity transaction on CRM UI

Hi All,
We are using BI 7.0 and CRM 7.0. I have a requirement of jumping from opportunity BI Report to its opportunity screen on CRM UI. I have maintained sender-receiver assignment but it is not working.
Has anyone worked on RRI to CRM transaction (opportunity/Lead). Please suggest with the parameters required for the jump.
Thanks
Santosh

Hello,
Have you been able to resolve this issue?
regards,
Atul Kulkarni

Create Transaction (of CRM system) as Receiver thru "RSBBS" TCode for query

Hello,
My requirement is to Jump to a SAP-CRM transaction from a BEx query.
Thru TCode : RSBBS, I selected "TRANSACTION" as receiver of a query, then I selected "CROCLNT002" as the source, then in the Report field I gave the SAP-CRM Transaction "crmd_order" and selected OK.
Then, I tried to execute the query thru Web, On the Context Menu's 'Go To' property, I clicked on the Transaction, It gives me the following errors:
"No Web server maintained for the presentation of log. system CROCLNT002"
"Jump target cannot be executed"
" An error occurred with the report to report interface during the jump"
Do I need to execute some other steps also in order for this to function smoothly. Thanks to help me in understanding the loop hole.
Best Regards,
Sumita

Sumita,
This is 'coz your CRM client CR0CLNT002 might be a WINGUI and not a WEBGUI interface. CRM does provide a WEBGUI for its CRM 4.0 or later if you need to be jump to a transaction from Web report.
You can jump to a WINGUI from a BEx report as an alternative. So you will have to make a choice.
Doniv

Implementation of Note 660016 for Follow up Transactions in CRM 2007

Hi All,
   We have a requirement to not show all the business activities and tasks available in crm for all the transactions as follow-ups.
   For this reason we implemented the note - 660016. Now its working fine.. It is not showing business acitivities and tasks as follow-up transactions in the CRM GUI and Web UI 2007 for all the transactions.
   But when I create a business activity as a followup for ztransaction in define copying control for business transactions.. It is showing in the CRM GUI but not in the WebUI.
But at the same time when I create a service complaint as a followup for my ztransaction, I am seeing the service complaint as a follow up in both CRM GUI and Web UI.
   Is the implementation of this note restricting business activities and taks in WebUI forever or do I need to write any extra logic or is this any configuration issue ?
Regards,
Raghu
Edited by: Raghu Danda on Mar 8, 2009 1:17 PM
Edited by: Raghu Danda on Mar 9, 2009 5:14 AM

Hi Robert,
   Thanks for your reply
   I checked the link, But I didnt get the full information there.
   Firstly, my problem is not with upgrade and
   the second thing is before implementing the note 660016, I am able to see both in CRM GUI and Web
   UI all the business acitivities and tasks along with other transaction types as follow-up transactions.
   After implementing the note, I am not able to see only the business activities and tasks in the Web UI
   as follow-ups and in CRM GUI, its appearing as follow-ups.
   Hope you got my question now...
   If this is not done in customization I need to code according to my scenario..
   When I kept a break point this class is triggering from another class.
   Do I need to code in the class CL_CRM_UIU_BT_ACT_CUST_GET, according to my scenario.
   Again I have a question here, will you please tell me in which component this class exists, so that I
   will enhance that component.
   Because when I debug after clicking on the Follow-Up button,this class is calling some where
   down...So I am unbale to get the right component for this.
Regards,
Raghu
I

Auth. Object for follow up transactions in CRM

Hello experts,
I have created a few roles in CRM as i had to segregate the users' access to transactions as per their departments (Org. Units). The users are working on EP7 and everything is working fine except that they are not able to create FOLLOW UP transactions
The standard sales representative role is working perfect, Please help & let me know if there is any authorization object required which iam missing..i've tried everything.
thnx,
Jacob

any replies plzz iam in urgent need of a solution ??
thnx
Jacob.

Transaction in CRM

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