on 04-03-2008 8:05 AM
Hi Experts,
can u pls suggest me with step by step configuration for Creating Reasons in Transactions.
and how can we configure organisational Data profile,can u pls suggest with step by step config........
Its very urgent...........
Thanks,
venkat
hi
what do you mean by reasons ,you mean to say status reason
if you meant that then i must tell you giving the reason for different transaction is different ,i am giving here how you can give the reason for the Activity
it is like:
to configure reason in activity actually is a standard procedure u have to follow
first u go and u have a activity catalog with u,then u need to create the activity code groups under which u need to assign the activity codes,these codes are actually the reasons which u will be giving to the system and they will display on screen of activity as reasons
also u need to maintain the activity code profile in which particlaur activity code group will be assigned and in those code groups u have ur corrosponding codes which u have maintained.
after u r done with it u have to assign these to ur subject profile
next step is to assign ur subject profile to ur transaction.
one thing u should note that for specifying reasons for lead and activity there is a difference that is u can cope the standard LEAD catalog but for Activity the standard catalog should be used ,u cant copy that.
so just go to SPRO
and then in CRM--->Transactions
>reasons for activities
there in do as i said ,as u will proceed u will have to take help of ur basis guy ,because when u have to give code the system will refuse u,for that ask ur basis guy that what is the error coming ,he will give u the permission,then jus right the code
see this is a standard process ,u should not miss a single step and the way u will proceed should be the same else u wont be able to attach the reasons
after u have done this then go to
assign Status and Subject profile to Transaction and do the same for each and every category
just see the standard how they are there ,then u will do it easily
For ORG data profile determination
Determine the org data rule through the wizard and in attributes u mention these attributes wht u required.
Path-spro-Customer Relationship ManagementMaster DataOrganizational ManagementOrganizational Data DeterminationWizard for Organizational Data Determination--Create Determination Rule from Organizational Model
for more info go through this link
http://help.sap.com/saphelp_crm60/helpdata/en/46/5c511c171533b3e10000000a155369/frameset.htm
best regards
ashish
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