Action condition through user status as well as date profile

[Former Member]

Hi All,

My scenario is like action will be triggered through date. I have the scenario like we hv to create the exchange order and after that we hv to create the sales prder. The maximum time gap betewwen the exchange order and sales order is 1 month. If customer does not return the goods within 21 days we hv to send a mail to customer saying "you have another 7 days to return the product" means before 7 days we hv to send a warning mail to customer. Again if the customer send the old goods then we will make a fresh order on the reference on exchange order. Can u tell me how can I achieve this through action peofile. That is condition will be date management and user status.

Status is opened state. Before 7 days mail will be sent to customer. If customer does not return the product the status will be cancelled.

How mail will be sending to customer automatically after 21 days to return the products?

Your help will be appreciated.

Thanx

Chinmaya

[Former Member · Accepted solution]

Hi Chinmaya,

You can achieve this using action profile and date profile

1. Create a date rule with "Todays date + 21 days" by copying the standard date rule" Today's date+ X days " and changind the value X in the XML coding

2. Create a date type and assign the above date rule in your date profile

3. Create a new action in your action profile ( make sure the above date profile is assigned to your action profile) give smart form as action

4. Go to conditions and select your action and give the start condition as Today' date >= New Date type created above

5. Schedule a batch job CRMC_ACTION_JOB on daily basis to trigger the action

Hope it helps

Regards,

Madhu

[Former Member · Accepted solution]

Hi Madhu,

Thanks for replying,

I know the procedure to create the date profile and action but while create the condition in action the date profile is not coming. While creating the action profile in the process type what should I assign, that is wherather it will execute smart form or method call or what?

then second thing while creating the condition in action profile the date profile is not coming. Then how can I create the condition through date profile.

Thanx

Chinmaya

[Former Member · Accepted solution]

Hi Chinmaya,

You have to select smart forms mail in processing types

You must have assigned date profile to your action profile in the action profile details screen to get the date types in your start conditions

Regards,

Madhu

[Former Member · Accepted solution]

Hi,

Can u tell me how date profile will be assigned to action profile? If any standard smart forms availbalefor this let me know.

thanx

Chinmaya

[Former Member · Accepted solution]

Hi Chinmaya,

Goto SPRO--> IMG > CRM>Basic functions --> Actions -> Actions in transactions --> Change actions and conditions

--> Define action profiles and actions

Select the your action profile and click on details

Choose your date profile which is assigned your exchanges transaction type in the date profile field

Standard mail form which can be used for smart form mail

CRM_REMINDER_MAIL_01

You can create a ZMail form by copying the above standard remainder mail form.

Regards,

Madhu

[Former Member · Accepted solution]

Hi Madhu,

Thanx for ur valuable time. I know the configuration of action profile and sending the mail to customer. But my requirement is suppose I create the exchange sales order today, the customer is supposed to return the product within 1 month. If customer does not return the product within 21 days I should send a warning mail on 21st day. I know to create everything, but my requirement is if I create the exchange order today, how automatically mail will go on 21st day to the customer. I created the action profile, created the date profile. But in action condtion when I am going to give the condition I am not seeing any condition that should executed through Date profile. I can execute the conditon based on user status, system status, priorityetc. But I am not seeing any condition which will be executed through Date profile.

Can u tell me how can I maintain the condition through Date profile. I have assigned the date profile to the Transaction.I have assigned also status proifle, Action profileetc whatever needed to be done.

Please help by giving valuable answer in step by step.

Thanx

Chinmaya

[Former Member · Accepted solution]

Hi Chinmaya,

You can see date types in the conditions under the deadlines

You create condition with the new date type as

Todays date >= New date type

If you dont find the deadlines in the change condition pop-up uner expression area below Container

Go to the standard action profile activities and check in the edit conditions whether you can see deadlines

Let me know if you have any issues

Regards,

Madhu

[Former Member · Accepted solution]

Hi Madhu,

I am not seeing any condition as Deadline in edit condition. Can I create it and create the condition as per date profile and status. Can u guide me how to achieve it completely.

Thanx

Chinmaya

[Former Member · Accepted solution]

Hi,

Could you see object profile and date profile correctly in change parameter condition screen.

If yes then the date types must be available under the dead lines ( In the pop-up screen which appears once click on the condition defination area of the change parameter condition screen)

Still if you dont get this please give me the steps how you are creating conditions click by click

Regards,

Madhu

[Former Member · Accepted solution]

Hi Madhu,

I sent u the screen shots to ur id. Please check it and update it.

Now I am getting the deadlines and the date profile.Please tell me how it will be executed on the same day? That is how the system will send the mail on that particualar day to customer?

Thanx

Chinmaya

[GopalakrishnanS · Accepted solution]

Hi Madhu,

I have followed the suggestions provided by you in implementing the action profile along with date profile. I given the start condition as &Today's Date& >= &Start + 2 Days& with action processing type as 'Immediate Processing'. When i checked the condition in processing the action, the attribute 'Today's Date' is always giving the yesterday date value. I checked the Timezone of user and the system and the same is IST.

How do i resolve this issue to satisfy the start condition and trigger the mail.

PFA of screenshot.

[GopalakrishnanS · Accepted solution]

Hi Experts,

Any inputs for the issue which i am facing in the action definition configurations.

Need your valuable suggestions.

Thanks.

[Former Member]

Hi Chinmaya,

please have a look at note 1887555 - Date Profile field is greyed in start condition of Actions.

Please reward Points if this is helpful!

Best Regards,

Andrea Ricci