Default sales Transaction in Ic Webclient 2007

[Former Member]

Hi,

When we create a new Sales order in IC Webclient, I assume the default Transaction type is TSA (telesales). How can I change it to TA (Standard order). I was looking at business transaction profile, but where should I assign this in a Business role in CRM 2007?

Thanks

[Former Member]

Hi Praveen,

If you've made the proper settings for TA in the Business Transaction Profile, then you assign this Business Transaction Profile to the Business Role, also in customizing:

In IMG go to Define Business Role>Choose Required Business Role and highlight>double click Assign Function Profiles folder on left side>find or add entry for IC_BT>click value help and find Business Transaction profile you created/modified.

Does this answer your question, hopefully?

Take care,

Kim

Edited by: Kimberly Davis on Jun 25, 2008 1:21 PM

[Former Member]

Hi Kim,

I did the change you mentioned, but nothing changed. When I create a sales order in IC Webclient it still shows Telesales, not standard order.

Also what do you mean 'proper settings for TA in the Business Transaction Profile', I copied it from Default and changed the Trans Type to TA, is it not enough?.

P.s I couldnt open the image you attached for some reason.

Anymore help much appreciated.

Thanks