on 12-05-2011 3:32 PM
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
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
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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
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