Add transaction type

[beta_beta]

Hello Gurus,

I'm using CRM 7.0. I enter Web UI with the Serviceprofessional business role. I go to Service Orders-> Service Order Quotations menu. Then when I click on NEW (to create a new document) there appeare only two transaction types in the pop-up list, but I need to have the third transaction type ZPCC which I early created. How can I add that ZPCC transaction type in the list?

Regards and thanks

[Former Member · Accepted solution]

Hi,

U no need to do anything to make it visible.... System will by default add your custom transaction type.....

Please throughly check it..... chk in SPRO whether ur transaction type is in active satge or not..

Regards....

Sunil

[Former Member · Accepted solution]

Hi Beta Beta

Make sure you Transaction is assigned to be used in Channel WEB UI

Regards

Arden

[beta_beta]

I noticed that the definition of item category determination should be carried out with an appropriate item category and only with that item category - in this case i can see the transaction type ZSCC in the list.

[Former Member]

Hello Beta.

THis is possible through Authorizations.

Check the PFCG assigned to the businees role

in CRM component - Authorization object CRM ORDER - Business trnasaction type (TEchnical name: T-FD76006500)

Select activity 01.02,03,04 as per your requirement

and in :Business trnasaction type select "ZPCC" only or the transactions you want to see for you web ui

Thanks & regards,

Amit