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CRM Transactions: New

Posted on Sep 18, 2007 at 10:14 AM 9 Views

Hi Experts,

I have a requirement to process/maintain the service requests from users/customers.

One suggested solution is to create a new transaction ( custom ) for these type of service requests and maintain in the CRM system itself. for that we have to implement workflow. I am new to CRM workflow and its settings, can anyone throw some light on this ?.

Also please tell me what Action, Partner, Status Profiles..

Any Help / Hint will really Appreciated

Thanks, Sudeep..

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    author's profile photo Former Member
    Former Member
    Posted on Sep 18, 2007 at 10:37 AM
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    Hi Sudeep,

    Try using the Transaction type TSRV - this is a default transaction provided by SAP for Telephonic service requests which is also used in the IC Web Client .

    Hope this helps

    Please reward if it does.

    Regards

    Raj

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    • Former Member Former Member
      Sep 19, 2007 at 03:33 AM

      Hi Raj,

      You got the scenario well, ie

      "when an authorized user changes the status of transaction to approved a corresponding action should trigger wherin a notification mail goes to responsible person"

      I think this could be really helpful, I wil appreciate if you can extend your help by sending some documents which talks about similar developemnt!.

      email: sudeepvd@yahoo.com

      Points rewarded.

      Regards, Sudeep..

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 18, 2007 at 11:00 AM
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    Hi Sudeep,

    I havent got the 1st requirement of yours, thus cant say much bout that.

    In regards to Action, Partner Determination Profiles (gues u meant this n nt Partner) n Status profiles, they themselves are macro terms in them thus cannot be explained here....

    But i can giv u a brief bout des, hope it helps:

    Action is an activity triggered by the system automatically, after meeting some conditions or at times widout that. We nd to configure the Actions. For eg: An action can be used when the client wants the system to automatically create an Opportunity Transactions when a lead has a status WON. Here with condition Lead Status WON, system itself creates a new Lead.

    Partner Determination is a tool which determines the partners automatically in any transction, docs etc. For eg in the Sales transaction, by jus entering the Sold to party system determines the Person responsible, employee resp, Sales Org, Division, Dist channel.

    Status Profile is a profile for the User statuses in the transactions and can be configured as per our requirement. This is very critical n easy to achieve

    I am sure, des stmnts are too brief. I wd lik to knw specific egs wherein we all can help u.

    Don be so generic.

    Please reward points.

    Suji

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