Transaction only as follow up transaction

Hi all,
I hope you can help me. We would like to make a certain transaction only available as follow up transaction as not as initial transaction. I know that this is possible by means of authorization but I would like to know whether this can be done in the customizing.
For example it should only be possible to create an opportunity after the creation of a lead. One should never be able to start with an opportunity.
I hope you can help!
Kind regards Mireille

Actually at a previous customer of mine they had implemented such a functionality.
I remember that wether or not a certain business transaction type was only USABLE for Follow-up purposes was determined customizing:
spro>Customer relationship management>Transactions> Basic Settings>Define Transaction types
In Standard SAP solution;in Define Transaction types (View CRMV_PROC_TYPE) for the Column ''INACTIVE'' which corresponds with field
PROCESS_BLOCKED (data element CRMT_PROCESS_BLOCKED) you have two possible entries:
X (inactive)
Y (Blocked for online Maintenance)
These values are stored in the domain CRMT_PROCESS_BLOCKED as a value Range.
Ofcourse, I can not verify this anymore since I am currently working at another customer, but I assume they made another 'customer' entry , e.g. FOLLOWUP and adjusted the coding to check on the customizing settings for a certain Transaction type.
Next I think they might have used the BADI CRM_ORDER_AUTH_CHECK in method CRM_ORDER_ADD_AUTH_CHECK to do a check based on the IV_PROCESS_TYPE and verify in TableView CRMV_PROC_TYPE what the entry is for field 'PROCESS_BLOCKED'. If the field has value 'FOLLOWUP' I think a message was raised 'this transaction type is only used as follow-up'.
Since I am not a developer I can not provide you with any coding...and I am not sure this approach will work...but it might be a good starting point
If helpfull, please award with points.
cheers
davy

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Not showing transactions for creating follow up transaction for service tic

Hi,
I created copy copy control settings for transactions for service ticket.initially i created service ticket and saved the document.after that i clicked on follow up button and i am trying to selct transactions.but i am not able to see any transactions in drop down list for creating floow up transactions.
i am able to see in gui but i am not able to see in ic
Thanks & Regards
Kishore Kumar

You need to do also this:
1. Activate Copying Control of Activities
CRM - Transactions - Settings for Activities - Activate Copying Control of Activities
This will cause that only transactions defined in your Business Transaction Profile are visible in dropdown list.
and...
2. Define Copying Control of Transaction Types
CRM - Transactions - Basic Settings - Copying Control of Transaction Types - Define Copying Control of Transaction Types
Here select Source Transaction and choose Target Transaction.
Save and it's done.
Edited by: drabas on Apr 7, 2010 5:58 PM

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.
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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

Not able to create Follow up transaction since it has been grayed out

Hi Experts,
We have a scenario where in we will create the Sales Transactions (OR) in ECC and then it will replicates to CRM.
In CRM we wants to create Returns Order (RE) as a follow up Transaction to OR (which is replicated from ECC to CRM) .
When I tried to create Returns Order (RE) in CRM as a follow up document to Sales Transaction (OR), the follow up Transaction CRM Returns (RE) has been grayed out. I mean it is in display mode only.
And then I created Sales Transaction (OR) in CRM itself and then I tried to create follow up Returns Transaction (RE) I was able to create.
But I am not able to Create Returns Order (RE) for the Sales Transactions (OR) that have been replicated from ECC to CRM.
Can anybody help me in resolving this issue. Any help ful answer will be rewarded with points.
Thanks in advance,
-Frederick Johnson.

Hi Fredrick,
Please check, whether you have completed all the steps for Copying Control for Business Transactions in the following path in IMG:
SPRO->Customer Relationship Management->Transactions->Basic Settings->Copying Control for Business Transactions:
- Define Copying Control for Transaction Types
In this step, you define the control for copying business transaction types.
To do this, you enter a source tranaction type and a target transaction type, and define the corresponding conditions for this combination.
- Define Copying Control for Item Categories
In this step, you define the control for copying item categories.
To do so, you enter a source item category and a target item category, and define the corresponding conditions.
- Define Item Category Determination when Copying
In this step, you define a specific item category determination which should be run during copying. The item category is used to find the target item category in the source transaction for the transaction type in the target transaction. This means that the transaction type for the source transaction is not relevant for the item category determination.
If the system cannot find an entry for the copying transaction in this table, the item category is found in the target transaction using the normal item category determination.
This might help you
regards
Srikantan

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.

Problem with follow-up transaction from task

Hello,
I have a problem with creating follow-up transaction from tasks. Here is the problem,
I've defined two new transaction types Z010/Z020 with business transaction category BUS2000125 TASK and I want to be able to create follow-up transaction from them. After defining them I've mapped the copying control so that I'm able to create opportunities, tasks and leads from those transaction types. However, when I'm testing there is a problem. Here are the steps I'm performing:
1: I'm creating a new Task from any of those two transaction types (Z010/Z020)
2: I'm saving the transaction and then I save it.
3: Open the transaction More -> Create follow up
4: A pop-up window appears with the possible follow-up transactions (in this case task/opportunity or lead).
5: I click on any of those but nothing happens - no indication of error or whatsoever the screen just stays the same and I'm able to click on More -> Create follow up and choose any of the possible entries. However, there is no result.
I have a requirement for follow up transactions from opportunities and everything works just fine there, the problem is only with Tasks. I've tested this from the backend (CRMD_ORDER) and I'm able to create a follow-up from this transaction types (Z010/Z020), so the problem seems to be something with the CRM UI. If any of you have an idea why is this happening and how to fix it, please tell.
Thanks in advance!

Hi John,
Please refer as well to note 661305:
this part:
Note:
As of CRM 7.0, this modification is no longer required because the IMG
activity "Activate Copying Control for Activities" is provided (maintaining the
table/view CRMC_ACT_COPY_SW in transaction SM30). Here you can decide whether
the copying control for activities and tasks (BUS2000126 and BUS2000125) is
active or inactive depending on the specific client.
IMG path
(transaction SPRO):
Customer Relationship Management
-->
Transactions
--> Settings for Activities
--> Activate Copying
Control for Activities
In the standard system, the copying control for
tasks and activities remains inactive.
========================================================
Best regards - Christophe

Follow-up transaction copy control for opportunities

Our CRM system is currently configured to permit follow-up opportunity creation. When follow-up transactions are created all product categories are copied to the new opportunity. We would like to stop this. All header and business partner data should be copied as present, however product information should not be copied. (i.e. follow-up transactions currently work, we only want to switch off product data copying)
I am not familiar with follow-up transaction customization, and not sure exactly where to start. Should I be modifying the current BAdI or is there a standard customizing option to switch off copying of product categories?

Hi Derek,
Just try this:-
Go to SPRO->IMG->CRM->Transactions->Basic Settings->Copying Control for Business Transactions->Define Copying Control for Transaction Types.
Search for entry Source=oppt and target=oppt.In this entry, uncheck the check box-Copy Item Number and see if it resolves your issue or not?
Thanks and Regards,
Rohit

Follow-up transactions in IC Webclient

We have a requirement to create follow-up transactions for sales document types (ex. standard order from an inquiry or quotation) in IC Webclient.
We looked at the IC Webclient and found that there is a possibility to create follow-up transactions only from the interaction record.
The copy controls are done and we can create follow-up transactions in SAP GUI.
Does anyone know how to create a follow-up transactions for any sales transaction type and how to provide such a facility in IC Webclient?
thanks a lot.
Sam

We have the scenario where we make follow-up transactions in the IC Webclient from a standard order to a return order for example. This is no standard functionality in the IC webclient and has been custom programmed by ECENTA a german SAP partner. It uses the standard copy control. The main issue was to get the document flow correct.
Regards,
Jacco

Follow-Up Transaction grayed out

Hello experts -
We are attempting to enable follow-up transactions in certain scenarios. The follow-up transaction in the Web UI is grayed out. Please advise where we can enable this feature. Does anyone have any good documentation to make this happen?
Thank you!
Jami

Hi,
You do not need the Activity Clipboard for follow-up transactions. Regarding setting up transactions for use in the Webclient: in SPRO --> CRM --> Transactions --> Basic Settings --> Define Transaction Types you need to select the transaction type you need to have as a follow up, then choose "Channel" in the left navigation and select the WebClient channel.
Another option you might be missing is that you need to set up copy control for the transaction types you want to use as a follow-up transaction.
In case your follow-up transaction is an activity, you also might want to check out whether you activated copy control for activities in SPRO --> CRM --> Transactions --> Settings for Activities. If that's the case you also need to customize copy control for activities.
Last but not least: the buttonfor follow-up will only be available after saving your current transaction without any errors.

Follow Up transaction Issues !!!

Dear friends,
When i create a follow-up transaction from Transaction type "SLFN",
by clicking Follow-up-transaction -> Service Process-> Change Request.
i get the screen which prompts me for items details, product and so on..
This behaviour is not expected.
However when i click on either the FAST TRACK tab Or TRANSACTION DATA TAB, the srceen for Items details, products then are not visisble at all.
When i create Transation change request from CRMD_order-> Business transaction>create->Service process-> Change request, i dont see any items details, products and so on which is perfectly normal..
Its only when i create Change request from SLFN transaction type i get the screen to enter Items, products and so on..
Help we are stuck up..

Hi Suzzane,
Do you have 2 transaction type for change request? and maybe they both have a similair describtion. Make sure the transaction type Change request you have selected via CRMD_ORDER is the same transaction type when you create from SLFN. (check it thru copy controle).
And you can also check the screenprofile of the transaction type. which screenprofile is your change request transaction type using?
regards,
anthony

An information about follow up transaction document

Hi all,
How can i retrieve information about follow up transaction document. I need to know which table or anything else that can give me information about follow up document.
For example if i have this business scenario :
from contract --> follow up to order
and i need to know how many contract that being follow up to order and how many didn't.
So which table that have information about this in crm?
Thanx.
Regards
Indah Puspita

Hi @all,
the question is quite old, but not yet solved. As I had a similar task to do, i found something in the database that solved my task and probably yours as well.
There is a DB table called "CRMD_BRELVONAE" that contains relationships between all the different CRM Objects.
field "OBJGUID_A_SEL" contains the GUID of the parent object (equals CRMD_ORDERADM_H-GUID) and "OBJGUID_B_SEL" contains the GUID of the child object (Follow-up, equals CRMD_ORDERADM_H-GUID) .
If you are only interested in a specific type of relationships, there are also fields "OBJTYPE_A_SEL" for the object type of the parent object and "OBJTYPE_B_SEL" for the object type of the child object.
I hope, this is for you helpful
Regards
Ralf

Serialized purchase orders processable in new transaction only

Hello All,
I have a program which uses BAPI_PO_RELEASE to release the blocked POs.
A job has been scheduled to execute this program.
In the job log, I get the following
Date       Time     Message text                                                                             Message class Message no. Message type
09.02.2011 01:03:59 Release effected with release code Z2                                                         ME           106          S
09.02.2011 01:03:59 Serialized purchase orders processable in new transaction only                 MEPO          130          S
09.02.2011 01:03:59 NB-Standard PO 4501932233 changed                                                          06           023          S
Though it mentions that the release is affected, the particular PO still remains blocked.
Also there is a success message, "Serialized purchase orders processable in new transaction only", can anyone help understand this message?
Regards,
Smita

Hi Xavier ,
Purchase orders :
Open and Completed only -- All PO in EKKO Table
Open Only -- Table EKPO for which Final Invoice Indicator(EREKZ) is not set
Completed Only -- Table EKPO for which Final Invoice Indicator(EREKZ) is set
Regards
Ramesh Ch

Unable to View Follow up Transactions in Interaction Record

Hello All,
I have created a prospect performed the lead transaction on the prospect from the IC Role, the interaction record gets created as per the customization settings maintained, I have also performed a follow up meeting request on the lead transaction however in the follow up tab of the Interaction record, the transaction type, description and employee responsible are all blank, please advice what customization settings I need to perform for the same
Kind Regards
Atul

Hi Atul,
As indicated by Garcia, the follow up view on the interaction record view set only allows creation of follow up transaction and is not indicated to display already created follow up transactions.
You can enter data, like "description" in the follow up view and
press button "Follow Up" for Quick Create: here a new follow up transaction is created in the background for the entered data and added to the activity clipboard. To display the business transaction, you can click on the link in the activity clipboard
click on link "Follow Up Details": a follow up transaction is created with the data but user automatically navigates to the corresponding view to enter additional information. Also in this case, the follow up transaction is added to the activity clipboard.
You might check KBA 1781481 for troubleshooting follow up transaction and note 2039600 which introduces display of the activity clipboard in the navigation bar.
Best Regards,
Sigrid

Can not create follow up transaction FS Quotation from Lead in Interaction

Dear All,
We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.
I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.
Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.
What I found after investigation is that transaction type with Financial Contract as Leading business category can not be available for follow up from Lead in web ui but available in CRM online. When I change the leading business category to another one same transaction type can be seen for Follow up from Lead in web ui.
Please let me know if you have any suggestion or faced similar kind of issue.
Regards
Pankaj Vispute

Hello Pankaj,
Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:
'A' : Interaction Log
'F' : Appointment
'G' : E-Mail
'H' : Task
Best regards,
John

Can not create follow up transaction FS Quotation from Lead in WEB UI

Dear All,
We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.
I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.
Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.
Please let me know if you have any suggestion or faced similar kind of issue.
Regards
Pankaj Vispute

Hello Pankaj,
Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:
'A' : Interaction Log
'F' : Appointment
'G' : E-Mail
'H' : Task
Best regards,
John

Transaction only as follow up transaction

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