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Former Member

Follow from Opportunity to Task

Dear Experts,

When i create an opportunity in Web client 2007, save it and follow up with Task the Prospect filed in the transaction Opportunity is not getting copied to Account field of Task.

I want to know is this a standard phenomeno in WebClient? If not what settings required in order to get the prospect details flown into Accont field of Task from Opportunity during the follow up.

Your input on this will be highly appreciated and rewarded...

Regards...

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2 Answers

  • Posted on Sep 01, 2008 at 03:22 PM

    hi akscrm,

    by default the account is getting defaulted.

    1. check which partner determination procedure is used for the task

    2. goto spro and open the procedure under basic functions / partner processing

    3. Define Partner Determination Procedure

    4. select the one for task#

    5, choose Partner Functions in Procedure

    6. select activity partner

    7. push details button

    8. scroll down --> partner determination

    change access sequence to preceding document .activity partner ...

    now it should work fine.

    cheers

    martin

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    • Former Member Martin Dauer

      Hi Martin..

      I'm having the same issue...I did already tried several standard access sequences but none of them gives me the prospect comming from the previous document - opportunity, can I have also the document? please check my business card.

      Thanks

      Regards

      Hugo

  • author's profile photo Former Member
    Former Member
    Posted on Oct 10, 2008 at 08:05 AM

    Dear Users,

    you need to define the correct Copy Control from Opportunities to Task for this. That may not be existing already.

    To do this, you need to go to spro->CRM->Transactions->Basic Settings->Copying Control for Business Transactions->Define Copying Control for Transaction Types.

    Here you need to see if the Copy Control is defined for Opportunity to Task.

    Regards,

    Sowmiya

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    • Former Member

      Thanks for your input Sowmiya, I did it already the copy control, referencing everything that is possible to reference...

      Thanks anyway...

      In the meantime I've found a way that is working perfectly btw Opportunities to quotations..it means that is copying all the partner functions (sold -to/ prospect, contacts and employee responsible) from the source transaction to the destiny one... what I think is that I'll use always this configuration..even if we r talking about from Opportunities to appointments/tasks.

      Here are the steps I'm performing for an example where we want to have the employee, the sold-to/prospect and the contact available in the follow up transaction automatically:

      In spro>crm>basic functions>partner processing >Define partner determination procedure

      1_ Definition of a Pricing procedure - Z0000004 per copy of a standard one ex: Opportunities - 00000004

      2_ Definition of a Pricing procedure - Z0000001 per copy of a standard one ex: Sales - 00000001

      3_ In the details of the Sold-to and employee responsible we should not do any change, is being copied automatically with the standard configuration

      4_ add the contact personpartner function (000000015) for the target Pricing procedure (Z0000001), in the details, set the following parameters:

      - Access sequence 1001 Business Partner relationships: Sold-to party. In this way once the sold to is copied to the transaction, the access sequence reads the value for the sold-to and determines automatically the contact(s).

      5_ If you want to use these pricing procedures in other transaction types, such as activities, leads... make sure your pricing procedure is allowing other transaction types (you can set this in the folder 'Procedure user').

      In spro>crm>transactions>basic settings>Define transaction types

      6_Assign the pricing procedure to the transaction type you need.

      7_Make sure that the Organizational data determination is the correct one and that the organizatioal details are maintained in the Business partner, for this example I'm setting the values for 'Org.data prof.'- 00000000005 and the 'Partner Function ORG' - 001 Sold-to-party.

      ps: if you have errors with the organizational determination in one of the transactions types, the partner determination procedure will never work.

      Regards,

      Hugo

      Edited by: Hugo Reis on Oct 10, 2008 1:04 PM

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