Suppressing the transaction type pop-up when creating new Opportunity

[Former Member]

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

[Former Member · Accepted solution]

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

[Former Member · Accepted solution]

Other opportunity transaction types are also needed by different teams so I would not be able to remove/disable them. When I click on New button then the transaction type pop-up is coming up. Appreciate any help.

[Former Member · Accepted solution]

Hi Hari,

This is how you can try doing it.

Goto Spro->CRM->Business Roles.

Open your Business Role. Then navigate to the Workcentre nav bar on left. There you might see your workcentre like "Sales Cycle". We know that Opportunity is part of this workcentre.

Now navigate to the next nav bar entry called "Adjust Workcentre Link Grps".In this try to find the combination .FOr e.g

a combination like

SLS-CYCLE SLS-OPP-CR SLS-OPP-CR.. The logical Link id is SLS-OPP-CR.Cop this and goto the following path:

spro->crm->UI Framework->Technical ROle Definition->Define Nav bar profile.

Search for the Nav bar profile which was a part of your role.Select that profile and double click on entry "Define Logical Links".

Try to find SLS-OPP-CR here.You will see that the Target ID is defined over here but the parameter name and Class empty.

Put the parameter name as Opportunity Transaction Type

Put the class as CL_CRM_IC_NAV_OBJTYPECREATE/CL_CRM_IC_NAV_BTCREATE..One of these is the right one, i dont remeber which one..

Reward points if it helps,

Anand

[Former Member · Accepted solution]

Hi Anand,

CL_CRM_IC_NAV_BTCREATE worked fine. Thanks for this information.

Best regards

Michael

Edited by: Michael Kiesel on May 17, 2008 12:40 PM

[Former Member · Accepted solution]

Hi Anand,

Thanks for your reply. When I try to give paramter and parameter class, I am getting an error message "Do not make any changes (SAP entry)".

Regards

--Hari

[Former Member · Accepted solution]

Hi Hari,

if you change in the nav bar customizing directly, e.g. changing the description of SLS-OPP-CR this is a modification. That's why you get this warning. You can either modify this id or you can copy it to your own name space.

Best regards

Michael

[Former Member · Accepted solution]

Hi Anand,

Thanks, It was resolved by copying the logical link and using the copied link instead of standard SAP link. Thanks so much for your reply.

--Hari

[Former Member · Accepted solution]

Hello,

I am trying to perform the same activity but did not succed.

I have copied the sls-opp-cr logical link to a custom link and added transaction type parameter and class. For the "Parameter column " what do we have to put ?

Apreciate any help,

Survee

[Former Member · Accepted solution]

Hi Survee,

For the paramter class, type in "CL_CRM_IC_NAV_BTCREATE", do not put the double quotes (double quotes was put only to mention it clearly).

After that you need to go the business role by following this instructions.

Goto Spro->CRM->Business Roles.

Open your Business Role. Then navigate to the Workcentre nav bar on left. There you might see your workcentre like "Sales Cycle". We know that Opportunity is part of this workcentre.

Now navigate to the next nav bar entry called "Adjust Workcentre Link Grps".In this try to find the combination .For e.g

a combination like

SLS-CYCLE SLS-OPP-CR SLS-OPP-CR

disable this logical link by unchecking the visible check box and check the visible for the logical combination that you have created.

--Hari

[Former Member · Accepted solution]

Hi Hari,

I am trying to do exactly as u suggested .however when i try to create opportunity i get a selection list of all the Oppurtunity transaction type instead of the tr type I have provided in the logical link parameter field.Steps I have followed are:

1. Copy logical Link id SLS-OPP-CR to Z02_OPP-CR. Add parameter(custom opp tr type ZG6O) and parameter class values(CL_CRM_IC_NAV_BTCREATE).Rest values remains the same.

2. Define work center group link u2013 define a new group id and assign link Z02_OPP-CR to this group id.

3. Add this group id to the work center(ZT2SLSOPp) for sales cycle.

4. Assign the work center to your business role.

5. chk in business role if the link combination - Work center - ZT2SLSOPP,Group id - Z02-OPP-CR,

Log link id - Z02_OPP-CR is active and visible.

Anything I am missing let know . Any inputs r welcome.

Thanks & Regards,

Survee

[Former Member · Accepted solution]

Hi Survee,

TO differentiate your logical link from standard SAP logical link, give a descriptive name like "Survee Opportunity". There are several logical links that create the opportunity, this action will change only the main page URL under Create section. Click on work centre "Sales Cycle". Then you will see your newly created logical link with your descriptive name. If you go to search and try to click on New button, still it displpays the pop-up because that is a different logical link.

-Hari

[Former Member · Accepted solution]

Hari,

I have created my own work center for opputunity which is a copy of Sales-cycle work center . WHen I click on it i can see my custom oppurtunity create link. When i click on it a web page dialog for Selecting Transaction TYpe comes where i select my custom OpputunityTr type. Arent we talking about suppressing this dialog box? Why should the business user be asked to choose? The apt opputunity type should be available to his business role.

Could you help me understand what we are trying to achieve in this thread.

Thanks & Regards,

Survee

[Former Member · Accepted solution]

Hi,

I was able to resolve the Opportunity under Create menu on the main page. But still I have a problem when I click on search page and Search page has "New" button. If I click on this New button, it still pops up transaction type dialog box. Please let me know, how to fix it.

--hari

[Former Member · Accepted solution]

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

[Former Member]

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

[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