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Follow up transaction - date routine IPM002

Hi everyone,

I have the following requirement : When creating a follow up transaction from transaction A, I need some dates (the date that are the same on both date profile) to be copied.

Then, in the customizing "Define Copying Control for Item Categories" I have added routine IPM002 from transaction A to B. I have seen that this standard routine is supposed to copy the dates...

However this does not copy the dates.

Do I need to customize something else for the copying routine to work?

Thanks a lot for your help,

Regards,

Anaïs

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2 Answers

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    Former Member
    Jan 13, 2015 at 06:51 AM

    Hi Anais,

    Below links may be useful as per your query.

    Rgds

    Hari

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    • Hi Hari,


      Actually, it works on the business role SERVICE PRO but not on our business role.

      The technical team is looking into the issue but would you have an idea where the issue can be from?

      Thanks a lot,

      Regards

      Anaïs

  • Jan 27, 2015 at 07:37 AM

    Hi everyone,

    I finally found the issue but cannot understand why it's happening.

    When creating follow up transaction, item INVESTIGATION is not copied into the targeted transaction.

    However, I do have my customizing point Copy Control for item updated with both transaction.

    If I do it manually in crmd_order, the system offers to copy the item and thus, dates are copied. If I do it via web_ui, I think a new item is created and indeed, dates are not copied.

    Would anyone know how to copy item from a transaction to a targeted transaction? Is there another customizing point than Copy Control?

    Thanks a lot,

    Anaïs

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