Work flow in CRM
Hi Expert,
Need to info related Workflow in CRM like T code, standard workflow, scenario etc.
Regards,
AK
hi
well usage in real time scenario.
i will give you an instance of what i have implemented in one of my project.
lead management comprises of creating lead,managaing lead,their statuses from open to in process to won by sales
so there is a complete sales cycle which has to follow if a Lead has to be won.
first of all we use lead object in workflow
which is BUS2000108,
then we use this lead object to drive it from open status to status till lead is finally won.
there is alwasy ssome action at each and every status.
for instance we have following status of lead to manage
open
in process
cancelled
won
lost
and there are number of reasons for each and every status.
let us say whenever we create the lead it is open by default,
so the status is changed to in process whenever some documents of the prospect is submitted to the designated authority,
after it is in process it may be cancelled or lost or won depending upon the reasons we have for the every status to which we are changing the lead,
this way you see the workflow works in a very dynamic environment,
everytime the prospect is changed,its products are changed and requirement is also changed but still the basic things that we have to use like statuses and the reasons associated with them still remain the same
so we use the basic data to process the lead from open to the complete status.
always remember the workflow should never be statutory like it is working under certain set of conditions ,instead it should be fully equipped to meet uncertain situations and challenges,thats why it can be called dynamic.
so thats the process of the workflow we concentrated on
hope it clears the application to you
best regards
ashish
Similar Messages
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Hi,
I want to implement some work flow related activities in CRM 2007. Can I implement this using Guided Procedures in CAF or workflow ? Which is the better way? pls suggest..
Regards,
AjayAjay,
Your question is a little vague as you don't have a business scenario for your workflow related requirements.
I will say that if the workflow process does not involve switching out of CRM and only involves steps in CRM, then traditional workflow will work fine. If you need to do something where the steps involve multiple systems then guided procedures would be a better solution.
Perhaps if you share more of your scenario you will get some better ideas on how to go about it.
Take care,
Stephen -
Hi Experts,
I have created the workflow on CRM system. I am using the object type BUS2000115.But the workflow is not getting triggered. In event trace in swels, Its showing 'Check FM with exception' error.
Also in swo1, the status of the object is implemented. Its not allowing me to release the object.
Do I need to do any customiztion to activate the workflow in CRM?
Regards,
Supriya.Hello Supriya,
It's nice to see someone telling us what system they're working on. Something which is too rare these days....
Anyway, status implemented is fine. The event is also being triggered, so your application is also fine.
However there is a check function that is preventing the event from triggering the workflow. This is a normal design technique to filter workflows so they don't start for all events.
Either you have a start condition which you can see in the workflow builder -> header -> start events or in SWB_COND, or else there is a custom function module which you can see in SWETYPV for your object (if the FM is SWEVALCOND or something similar then it is calling start conditions, anything else is something specific to that WF).
Hope that helps,
Mike -
URL is not displayed in Work flow task of CRM UI and displayed in SOST/SWIA Tcode
Hi All,
I am trying to display the dynamic URL with short link in work flow task, the same got properly displayed in SOST/swia Tcode but not displayed in CRM UI under work list of user, may I know how to solve it?
code in work flow task under description is below :
/* <A HREF= www.google.com>Portal UWL</A>
Thanks,
VijHydHi
You need to check with your CRM UI Consultant if HTML Tags are read and rendered.
Screens in SOST are rendered using HTML and hence you can see the links. You may face the same issue if you send to outlook and if outlook settings do not support HTML.... whereas it may work on Yahoo or Gmail as the web page will render using HTML.
So, check with your UI colleagues as to how HTML tags can be displayed correctly.
Regards
Modak -
URL is not displayed in Work flow task of CRM UI and displayed in SOST Tcode
Hi All,
I am trying to display the dynamic URL with short link in work flow task, the same got properly displayed in SOST Tcode and mail but not displayed in CRM UI, may I know the reason behind it?
code in work flow task under description is below :
/* <A HREF= "&URL&">Portal UWL</A>
Thanks,
VijHydHi Vij,
You can use the below sample code to make a hyperlink for text,
lv_url type string.
lv_url = 'you can give url here'
<thtmlb:link
id = "test"
reference = " <%= lv_url %> "
tooltip = "Download template file"
text = "Please click on this link to download the Excel XML template" /> -
Are the Tcodes which we use for work flow are same in ecc and crm
Are the Tcodes which we use for work flow are same in ecc and crm
Yes they are! the same enjoy!
Regards
Tatenda I H Chaibva! -
Substitution rule does not work in SAP CRM
Hi,
In our client, we have work flow set up for substitutions. Manager A has specified B as his substitute for approving work flow items during his absence. I checked the table T77S0, WFLOW AUTOF is set to 'X'. I checked the table HRUS_D2, here the entry shows as
User User Start date End date Substitute profile Substitute Active
A B 03/10/2014 01/01/9999 0001 X
However B is not able to receive the workflow items of A. When I tried to forward using SWIA, then B is getting workflow items. Not sure, why the substitution is not working. User A has set up workflow substitute in SAP CRM Web UI.
Any suggestions to resolve this will be greatly appreciated.
Thanks.
With regards,
RaviYou assigned substitution profile 0001 which is disciplinary or something like that - this substitution profile has no meaning and is only an example. try not assigning a substitution profile or use profile 'all' which contains the 'NO_CLASS' task class which is the default classification for tasks in the system.
you can see substitution definition in SAP Web Application Server → Business Management → SAP Business Workflow → Basic Settings (Organization Management) → Substitute Profile.
see also: Maintaining and Activating Substitutes (SAP Library - SAP Business Workflow) -
R/3 we have partnerfunctions maintained manually which need flow to CRM.
Hi Guys,
We have a scenario where the R/3 partner functions have to flow to CRM.
In the R/3 System we have partnerfunctions maintained manually which neednot be a business partner and this information has to flow to CRM.
Ex: A customer "20000" has a Partner function sold to party ID 20000 , and for this customer we are maintaining manually in Partner tab different value 20001 as a payes (Partner function)
Now in the CRM the partner functions flow as relationships, So If there is no actual business partner assigned and only a manually entered Number is present in the Partner function? Is there a possiblity to send the same to the CRM system.
How does it maps in the CRM system
Regards.
BNPHi BNP,
Did you tried performing initial load of CUSTOMER_REL object? It should pull the partner functions to CRM.
Instead of doing the complete load, first try with one or two customers into CRM. It should work.
//Bhanu -
Billing is not flowing from CRM to R/3(in Lease asset accounting)
Dear all,
We are working on Lease Asset Management. In our operations CRM is the Front End and R/3 is the back end. The billing flows from CRM to R/3 through a background job.
The problem is, Some of the billing document got stuck in G error, that is "Error detected in transfer to accounting", While Transfering the billing documents through" /BEA/CRMB12 - Sales -> Billing -> Transfer Billing Documents to Accounting"
System throwing the two types of error messages
1. Object not known in CO ( Message Class IAOM / No. 028 )
2. For Comination: 4F20/INTP(*interim period*) ,Transaction Type is Not Mapped in R/3 Table: ZMAPBILL_COND
For the first type of error, The CO assignments in
1.IAOM_ASSIGNMENTS
2.IAOM_EXT_OBJ_INF
Entreis are maintained in these two tables. Please let us know any other settings to be maintained in FI/CO and LAM to resolve this issue.
Please respond ASAP
Thanks and Regards
PriyadarshiniHi Priyadarshini,
I do not have SAP CRM system in front of me, but the error # Message Class IAOM / No. 028 is shown when u r passing billing doc to R/3.
The error is more related to Internal Order Controlling area in R/3.
IAOM_ASSIGNMENTS has Contract guid / Billing guid for which IO posting is done. Message no 28 , i beleive no assignment found when posting.
check FM IAOM_GET_ACCOUNT_ASSIGNMENT which throws error.
Also as per my Leasing knowledge 4F20 will be passed to R/3, and there is setting for statical condition or non statical condition, check with ur FI lead
Hope u get some hint.
Regards,
Deven
Do reward points if u find useful answer -
Hello All,
I have created some local products in CRM using commpr01.
Now I want to have work flow associated with it.
Means:I want to trigger WF for the Products before it can be used in Contracts.
Please provide me input how to actiavte WF for this.
Do we have any standard WF's associated with Products?
any suggestions appreciated and rewarded with points.
Thanks
ArshadHi Arshad,
Check in below path.
==> Spro
==> Customer Relationship Management
==> Basic Functions
==> SAP Business Workflow
==> Perform Task-Specific Customizing
Execute and check.
Regards
Narayana -
what is the sap business work flow
where can i get the material to study about it
kindly do the needfulHi,
SAP Business Workflow enables the design and execution of business processes within SAP application systems: Workflow processes are delivered as content in the SAP Business Suite. Additionally, customers can not only enhance those workflows provided by SAP, but they can also create their own workflows. SAP Business Workflow is at the heart of the SAP system. Through integration with Organizational Management and standard SAP NetWeaver Business Intelligence for reporting and analysis, this enables you to manage business processes which fit into your organization, the application, and which can be used for auditing and business process compliance.
Companies gain the following benefits from SAP Business Workflow:
Many SAP applications deliver workflows as content with the SAP application. ERP, CRM, SRM are examples of SAP applications that provide ready-to-use workflows. You can change these workflows to reflect your company processes by using the graphical workflow builder or build your own from scratch.
You can do detailed reporting on the process itself. For example, reporting on how many times each workflow executed, what was the average execution time, how long did it take people to react to items in their inbox, etc.
Check the following links for more details:
http://www.sap-img.com/workflow/sap-workflow.htm
http://help.sap.com/saphelp_46c/helpdata/EN/c5/e4a930453d11d189430000e829fbbd/content.htm
https://www.sdn.sap.com/irj/sdn/nw-him?rid=/webcontent/uuid/10ff0453-ae33-2a10-7984-9d8df609d8f9
Regards,
Rakesh -
Hi expert's
could any body tell How to create approval work flow? I am working on CRM marketing planner where I need to use this work flow when( user-1 Head of marketing) select status as approved it should go for (user-2 Branch manager) this is mainlyused for budget allocation and cost center planning.
Regards
subbarajuHi,
Please follow thes steps:-
1> find a BO that is defined for CRM Marketing like for Events and Activities we have BUS2000126, Opportunities - bus2000111. Similarly there would be a BO for CRM Marketing.
2> From that BO find an event that can trigger your Workflow and Start Condition if any required.
3> SWDD - create custom Workflow - create a User Decision and in that step assign it as a General Task and assign Agent in that screen as an Expression from BO Attribute which corresponds to user 1.
4> in user-decision implement approval/rejection
5> in the approval branch add another user-decision for next level approval and do the same as there in step 3..
Let me know if you have any doubts
This should work for u..
be careful with the binding..
Regards.
Kanika -
Extraction of document flow from CRM
Hi experts,
I am currently struggeling with a generic extractor that will load the document flow from CRM into BW. My problem is that the load takes too long, due to the number of links in the document flow. I use a SAP FM called SREL_GET_NEXT_RELATIONS to get the document links and it works fine. The problem occurs when a campaign is linked to a transaction, since the campaign at my client can have more than 10 000 transactions and those transactions is then linked to other transactions and so on. This makes extraction of the document flow very large and slow to load.
Is there any standard way of extracting the document flow that I am missing?
Does anyone have any experience regarding extracting the document flow from CRM and would like to share their knowledge?
Help are appreciated!
/Sebastianthere's a reason why SAP does not deliver extractors for things like this
sometimes you need to face the end users (or project managers) with the "impact" of their requests... who would ever be able to look at a document flow that contains 50 transactions each of which linked to 1000 (or more) campaigns again each of which linked to a couple of other transactions?
anyways, you should talk to some very experienced ABAPers if you really wish to continue with this request, rethink your approach or, what I would strongly suggest, rethink your initial request to get this into BI (if your not using web reporting, reporting on this will already crash in Excel versions 2003 and lower) -
Hi, I'm authorization manager and I need to control the access to the work flow structures, we have several structure to different purposes like purshing, projects, human resources and financials, however, with PPOMW transaction you can modify all the structures, is there any solution in order to control the users to their own structure?
Hello Kumar,
For Downloading Organization structure use CRM Transaction code CRMC_R3_ORG_GENERATE.
You can manullay select here the required R/3 Sales Organization, Sales Office & Sales Group structure.
Then generate those selected structure from R/3 to CRM System.
You can use Transaction code PFAL in R/3 to download employees from R/3 to CRM.
You can select the required data by choosing in Object ID field.
Regards,
Rajendra Sonawane -
Urgent : Work flow in ABAP
Hi friends,
kinkly send me about Work flow. Also send me step by step procedure on how to do work flow. Thanks in advance.Hi,
check the below links
REfer this link:
There is a good book from SAP Press that I would
recommend as a starting point.It's called Practical Workflow for SAP and it is by Alan Rickayzen.
http://www.sap-press.com/product.cfm?account=&product=H950
Workflow
http://www.sap-img.com/workflow/sap-workflow.htm
http://help.sap.com/saphelp_47x200/helpdata/en/a5/172437130e0d09e10000009b38f839/frameset.htm
For examples on WorkFlow...check the below link..
http://help.sap.com/saphelp_47x200/helpdata/en/3d/6a9b3c874da309e10000000a114027/frameset.htm
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/PSWFL/PSWFL.pdf
http://help.sap.com/saphelp_47x200/helpdata/en/4a/dac507002f11d295340000e82dec10/frameset.htm
http://www.workflowing.com/id18.htm
http://www.e-workflow.org/
http://web.mit.edu/sapr3/dev/newdevstand.html
Go through the following links on FORK :
http://help.sap.com/saphelp_nw04/helpdata/en/24/e2283f2bbad036e10000000a114084/frameset.htm
http://help.sap.com/saphelp_nw04/helpdata/en/8d/25f1e7454311d189430000e829fbbd/frameset.htm
http://help.sap.com/saphelp_46c/helpdata/en/c5/e4a930453d11d189430000e829fbbd/content.htm
http://www.insightcp.com/res_23.htm
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/BCBMTWFMSTART/BCBMTWFMSTART.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/BCBMTWFMDEMO/BCBMTWFMDEMO.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/BCBMTWFMPM/BCBMTWFMPM.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/PSWFL/PSWFL.pdf
Work Flow
1) Goto Tcode PFTC : Standard Task > Create Button>Workflow Templete
For Create Container
Element : ZBUS1001006
Name : ANy Name
Description
Data Type & Properties
Data Type:
select Object Type : BOR Object Type for BUS1001006
Properties:
Parameter Settingd : check all Import, Export & Mandatory Checkboxes
Basic Data :
Abbr : Create_View
Name : Some Name
Work Item Text : Create View Material & -
Click on DELE Button & Select Material From The List
Object Catagory : BOR Object Type
Object Type : BUS1001006
Method : View
Triggering Events
Obj Catagory Object Type Event
BOR Object BUS1001006 View
activate it
Enter on BUS1001006 Object Type you will get Quadratel<> Button after that
double click on Quadratel<> button you get green button
after that the system will generate the task No.
check in the Event linkage Tcode : SWETYPV
if you find an entry with your Workflow and linkage active
goto Tcode : SWEC click on New Entries
Change Doc Obje Obj Cat Obj Type Event on create
Material BOJ Obje BUS1001006 View Option Button(Checked)
save this
goto Tcode : SWEC
Change Doc Object : Material
Obj Catagoty : BOR Type
Obj Type : BUS1001006
Event : View
Check with On Create Button
Goto SWETYPV
Obj Catagoty : BOR Type
Obj Type : BUS1001006
Event : View
Receiver Type : Some Work Flow No: WS80000431 like this
Click on Work flow Builder
~~Guduri
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