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ERP-Quotation - Follow-up Activity

Former Member
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Hello experts,

i am using the Lead-To-Cash scenario with CRM 7.01. After creating a quotation in ERP i want to create some follow-up appointment. What kind of customizing ist required to use this option in WebUI ?

Refering to help.sap.com it should be possible to create some action at erp-quotation - where can this be done?

Any hints appreciated.

Regards

Mario

Accepted Solutions (0)

Answers (2)

Answers (2)

rene_markytan
Employee
Employee
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Hello Mario,

if you want the activities then you have to allow it via customizing:

>

SAP Customizing Implementation Guide

Customer Relationship Management

Transactions

Basic Settings

Settings for Activities

Activate Copying Control for Activities

Here you can activate copy control for activities ... This can be done since crm 7.0 - see note 1303093.

Activities are always allowed to use as a followup.

Please see also helpful note 1236015 about ERP process.

Thanks and regards

Rene

Former Member
0 Kudos

Hello Mario,

In SPRO - Transactions - Settings for ERP Transactions maintained via CRM i guess you will find the customizing for this.

We are still on CRM 700 without EHP, therefore i´m not sure. But i saw a demo on 7.01 that this is possible.

Good luck.

Kind regards

Manfred

Former Member
0 Kudos

Hello Manfred,

thanks for your answer, but this SPRO-path can only be used to define copy-control for opportunity to ERP-quote. I need the way back - CRM-activities out of ERP-quotes.

Regards

Mario