Automatically adding calls in Call list

[Former Member]

Dear all.

Could anyone provide help in some basic problem. I want create new calls in call list due some statuses in sales order. For this issue i wanted to use SAP standart action profile CL_TM_CLM_INTERACTION . I have assigned it to my transaction. Then i filled mapping between call statuses and transaction statuses. After changing of transaction status action processing sucessefull but nothing happening. My questions are:

1. How can i create call list with business transaction information in call?

2. What additional customizing should i make for sucessefull call creation and status exchange due action?

Any help will be appreciated.

Regards, EL

[VishnAndr · Accepted solution]

Hello, Evgeny.

You won't be able to use CL_TM_CLM_INTERACTION to create calls in call lists from business transactions. This action profile is used for the synchronization of calls and relevant business transactions (statuses and dates/times).

Also I'm not sure that I understood you correctly. But I'll try to explain.

When you create call lists and calls there is an option to assign (create) business transaction to a call. The possibility depends on the tool you use to create call lists. For instance in marketing campaign if you put transaction type in the channel setting then business transactions will be created. If you don't put transaction type there then they won't be created.

If you want to create a call in some call list when some status is set in business transaction then I'd suggest to consider to use actions. But you'll need to create your own method for that.

In this blog you can find how to add a call to a call list programmatically.

Also check other blog for general understanding of synchronization.

Hope this will help you.

[Former Member · Accepted solution]

Andrey, thank you for your answer. One more question. Is there any way to create (due bus status) some activity which group of users could access (for example some messages) and which will have link to the document (only for demonstration of such possibility, not for productive use. Creation of Z-method was my idea from the start but i want to use standart tools for now ). Maybe planned activity or something like that?

[VishnAndr · Accepted solution]

Evgeny,

there is a standard method to create follow up document (planned activity etc.) from actions. Method COPY_DOCUMENT for that.

[Former Member · Accepted solution]

Hey Andrei,

Great blog, thanks for the share!

I want to add a little to it...

For manual/programmed Calls (via ABAP):

After creating both the Call and the Business Transaction you are responsible to assign them to one another. The table CRMD_TM_IACT_BP you must assign the Call, the Business Partner, and the Business Transaction in order for the Call-list action class to synchronize successfully.

Thanks,

Alon Chanoch