Actions - not working in CRM 2007 UI

[Former Member]

Hello,

I have configured the action profile for Quotation print.

It is geting successfully executed in GUI and I am getting print of Quotation. In Web UI also it is successfully executed and shows the status action. But on clicking the action I am unable to get Quotation print. Also, the BADI EXEC_METHODCALL_PPF is not getting triggered.

Regards

Himanshu Bhandari

[CarstenKasper]

Hi Himanshu,

I came to think of your problem yesterday as I had some problem of my own. I had some hassles with the status customzing of my business transaction. Creating salses order follow ups did not work from my sales quotations.

While "playing" around with the different settings I noticed one interesting think: I was not able to use the print action anymore!

The reason, this is where it gets interesting for you, were the settings I made in the "Business Transaction control". While trying to make correct settings for creating follow ups I deleted the settings for printing.

Maybe this is the reason for you as well: In the Status Management check the settings for your profile. In in just place your cursor on one of the status numbers you defined and press SHIFT+F7 to access the transaction control. Allow PRINT for everything.

Onother option would be to just temporarily change the status schema that is used for your transaction type.

cheers Carsten

[CarstenKasper]

Hi,

actually it should show up in the toolbar as a stand alone button named "print preview". You do not even need this popup that is shown for all remaining actions.

My next step would be to check the action customizing, but you said it is working fine in SAP GUI.

Maybe to be on the safe side have a look for the customizing in IMG path actions in transactions. Your action should be marked as "changeable in dialogue", "executable in dialogue" and "show in toolbar". Do not forget to not only define the action but also make an entry in the second customzing activity where you plan the start condition.

Oh and another issue I wasted some time with: Be sure to put the correct action profile in the transaction type definition

Note: My translations may be off as I am working on a german system.

cheers Carsten

[Former Member]

Hello Carsten,

I have checked the customization settings as mentioned. It was all there. I have a schedule condition but not a start condition. Is it necessary to have a start condition too? If not, then what could be the problem that I am not able to get the print / preview option for the quotation in the UI?

Regards,

Himanshu Bhandari

[CarstenKasper]

You do need a start condition.

If your action is customized correctly, just add a start condition with the default values in the other customizing path.

cheers Carsten.

[nicolas_busson]

Hello Carsten,

I'm pretty sure schedule & start conditions are not necessary to be have an action working fine. On the contrary: I would say that removing both conditons simplifies the analysis...

Kind regards,

Nicolas Busson.

[Former Member]

Hello Carsten,

I tried by putting the start condition into my action customization which is basically the same as that of the schedule condition. But then also it didn't work. Any other ideas?

Regards,

Himanshu Bhandari

[CarstenKasper]

Hmm, I do not know anything else. For me defining a valid action in an action profile with a start condition is all I need. Of course the action profile needs to be assigned to the transaction type, but that should be the case anyway.

@Nicolas,

did you try having actions withoug start condition?

I maintained quite a few by now and I always do need a start condition on our CRM 2007 system for the action to be visible and active.

cheers Carsten

[nicolas_busson]

Hello Carsten,

Of course I created actions without start or schedule conditions... None of them are mandatory to be able to process actions for business transactions. For example: when an opportunity is created, you might want to inform the manager of the corresponding employee responsible that something new in coming into the sales pipe.

To get this result you just have to create the corresponding action, and assign it in the following IMG:

SPRO >> CRM >> Basic functions >> Actions >> Actions for transaction >> Change actions and conditions >> Define conditions.

BUT: when you assign your action in this IMG that doesn't mean you have to create schedule & start conditions. In my example, I don't have any (because I want the action to be triggered as soon as an opportunity gets created)... and that works fine!

Kind regards,

Nicolas Busson.

PS: also most of actions delivered by SAP don't have start conditions. For example: "Print activity" in ACTIVITY profile.

[CarstenKasper]

Hi Nicolas,

I finally logged on to our system in english language.

You are right, I got mixed up in translation.

There are two options in "Change Actions and Conditions" for path "Actions in Transactions".

What I meant is that you need to have done the customizing in both entries in this customizing. Meaning first you have to "Define Action Profiles and Actions". After that you have to "Define Conditions". This is where my translations went off, I took the description for "Define Start Conditions" but in english it is just "Define Conditions".

The start condition is a part of the "Define Conditions" customizing and you really do not neet it.

To put things right:

You do not need a start condition, but have the rest in this customzing activity set correctly. For most actions this means add them to the upper right part of the screen, what ever this is called. Maybe set them active in the profile?

@Himanshu: This was what I intended you to check. As you have set a start condition, I suppose you got the rest of the customizing right.

cheers Carsten

[Former Member]

Hello Carsten,

I too think I have done the customization settings correctly, since the action is visible on the UI. But the issue comes up when I click on the action and a pop up comes up with no print or preview action. I have opened an OSS too, but yet to hear from SAP.

Anyways, thanks for all your inputs.

Regards,

Himanshu Bhandari

[CarstenKasper]

Hi Himanshu,

in WebClient we were not able to get the PRINT button to work, either. But the PRINT PREVIEW button works flawlessly using actions and creates a PDF export.

cheers Carsten

[Former Member]

Hello Carsten,

Ok, if I can get the print preview to work that would be fine too. But basically now when i click on the action in the UI, nothing happens. A pop up message shows up which has the action description in it and below there is a close button. I don't get any results for the quotation print. Also, when i tried to debug, it doesn't stop at the BADI EXEC_METHODCALL_PPF which it does when doing the same in GUI.

Regards,

Himanshu Bhandari