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author's profile photo Former Member
Former Member

Cannot declare follow up

Hi experts,

i´m new to crm and i´m trying to customize follow up, from oppobrtunity to quotation (standard transaction types). I can create both, but when I click on Button for follow up there is no transaction type shown.

The copy control for this two transaction type is also maintained in standard. I work in user role salespro and i added relevant channel (GUI CRM Web-Client UI) to this standard tr. types (only for testing), but nothing happens. Note that I can create both tr. types in UI.

In GUI (transaction CRMD_ORDER) I can see two follow ups (opp and quotation), BUT I can´t select any of them???

When I debug I can see in (class CL_CRM_UIU_BT_GET_PROCTYPES) Method get_followup_cust -> then function crm_copy_get_suc_proc_type_il that the variable lv_suc_obj-Types_restricted is set to true. Thats why the quotation get deleted from internal table.

When I look in previous function CRM_STATUS_CHECK there ist follwoing check which returns false:

So why my document have to have status I1087 (OLTP) ??? What do I have to do in customizing for reaching that?

Thanks in advance!

Tanja

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    author's profile photo Former Member
    Former Member
    Posted on Jan 03, 2014 at 05:28 AM

    Hi Tanja,

    Dear the process is simple don't complicate it. Please follow this steps one by one and let me know where U went wrong.

    1) Copy the standart transaction type of opportunity & quotation and create z tran.. types.

    eg: oppt to zopt and ag to zzag.

    2) Go to copy controls profiles then give the source as zopt and target zzag.

    3) This is imp: create a opportunity with tran type zopt, save it. MAKE SURE THAT IT SHOULD BE ERROR FREE. Then click on the follow-up. You will find the quotation ag.

    If still facing problem let me know.

    Rewards expected if it helpful.

    Regards,

    Sap Adherent.

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    • Former Member

      Thanks for quick reply!! The problem here was solved after maintaining the org data in created opportunity. I did not consider the error messages of maintaining these org data.

      Thanks a lot!

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