CRM Business activity types are not displaying in ERP Quoatation/Order follow-up transactions and unable to see the document follow on ERP Quoation and Order screen

[former_member228057]

Dear All,

Please help me out from the two below issues.

I have set up the middleware connection between CRM (EHP2, 730) and EHP7 for SAP ERP 6.0 and that's working fine.

I am able to create the ERP quotation as a follow-up transaction of CRM opportunity.

But here in I'm the below 2 problems:

1. I am unable to see document flow between in ERP quotation screen (opportunity to quotation, quotation to CRM activity/task, and etc.) - regarding this have read so many SAP Notes and end up with confusion as there are so many notes. Please help me out in getting the right SAP Note that which I have to implement.

2. When I click on follow-up button on ERP Quotation screen in CRM system, it is not showing any of CRM transaction types like Business activity (activity, task), opportunity. Please help me, if is there is any configuration pending from my end or any SAP Notes which solves this problem.

As per the SAP Note - 1641523, I have checked VBTYP, VGBEL, VGTYP, VBAK and their values rages as

VBTYP - There are entries as 1 (Sales activities (CAS) and M (invoice).

VGBEL - I have seen the domain (VBELN) values of this and there are no entries in the value range.

VGTYP - I have see the domain (VGTYP) values of this and there are no entries in the values range.

Thanks and regards,

Shaik.

[former_member228057 · Accepted solution]

Dear All,

Could some one help me, please.

Thanks and regards,

Shaik.

[former_member228057 · Accepted solution]

Solved.

[Former Member · Accepted solution]

Hi Shaik,

We have the similar requirement. We want to assign certain CRM follow up activities to ERP quotation in CRM web UI. But I am not able to see any follow up activity in quotation screen. Would appreciate your help how you resolved it.

Thanks in advance. 

[former_member228057 · Accepted solution]

Still you are facing the problem?

[Former Member · Accepted solution]

Customer is not using the functionality due to change in process at their end. But if you can give me the solution may be useful in similar situation in future.

Thanks in advance.

[former_member228057 · Accepted solution]

Dear Rahul,

I was unchecked "copy control for activities" in path CRM -> Transactions -> Settings for Activities -> Activate Copying Control for Activities.

I controlled follow-up transaction functionality using authorization as client process supported. But all business activities display in follow-up transactions for all the transactions once we uncheck the above option.

Below notes help more.. 

1639521 - Preparation Note ERP document flow for CRM activities

1639733 - ERP document flow for CRM activities in CRM Web Client UI

1639738 - Display of CRM Activities in the ERP Document Flow

1641523 - CRM activity Fixed values for sales document category

1649377 - Description text in ERP document flow for CRM activities II

Thanks and regards,

Shaik.