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author's profile photo Former Member
Former Member

Suppressing the transaction type pop-up when creating new Opportunity

We have configured opportunity transaction in the CRM web client GUI. When we are trying to create a new opportunity, SAP CRM is showing list of types to choose from (there are other types of opportunities configured within the system). How can I pass the transaction type as argument while creating the new opportunity? or how can i suppress the transaction type pop-up dialog box? Please let me know.

HY

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    author's profile photo Former Member
    Former Member
    Posted on May 15, 2008 at 11:51 AM

    Hi,

    I am not sure I understand what your requirement. If you just want to avoid the pop up you can mark the opportunity transaction types as not allowed for online processing (or simply as inactive as also suggested). Why is it you cannot do this?

    /Anders

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    • Former Member Former Member

      Hello World,

      I am facing the same issue in different style. I have created few Marketing Activities, Opportunities and Quotations. We got separate process for Marketing & Sales. Also we are using different Business Roles for the Marketing & Sales employees.

      After created the Opportunity by Sales employee , trying to create the follow up document Quotation, in popup creation Activities also displaying in 2007. Much appreciate for your replies.

      - Bob

  • author's profile photo Former Member
    Former Member
    Posted on May 15, 2008 at 08:08 AM

    Hi Hari,

    There are multiple ways of doing the same. One way is to make all other transactions of Business Category ="Opportunity" as Inactive.Then it wont show the popu-up

    Another way is to find the Logical Link Id for the Workcenter page from where you are creating the opportunity and default the transaction type for that Logical link id from spro.

    Award points if it helps,

    Thanks,

    Anand

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    • Former Member

      Hi Anand,

      Thanks for your reply. Unfortunately our system has lot of opportunity types configured by different teams. I cannot remove them. Considering the second option giving the logical link for the transaction type, how can I do this? I am new to SAP CRM. Could you please details some steps. I went to spro transaction but I dont know where to associate the logical link.

      -Hari

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