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Former Member

Create Doc Flow Link between CRM Opportunity to ERP Quotation

Hi Experts,

I have a requirement to create a document flow link from Opportunity to ERP Quotation. The document link shall be shown in the Transaction History section of Opportunity. Standard SAP allow link between Opportunity to ERP Quotation via "Create Follow-Up" but in my case, I need to link Opportunity to an already exist ERP Quotation in ECC.

So far, I'd manage to create a link on Opportunity to be shown on Transaction History by using CRM_ORDER_MAINTAIN by inserting the details of link in CT_DOC_FLOW. However, in CRM web UI, when I click on the ERP Quotation number, instead of redirecting to ERP Quotation page, error occured with page not found. I went in ECC to check on the ERP Quotation but there was no Doc Flow for link back to CRM Opportunity.

Based on scenario of "Create Follow-Up", I'd tried inserting a Doc Flow to table VBFA using FM RV_DOCUMENT_FLOW_UPDATE_U but still nothing turn up on DocFlow of the Quotation in VA23. The link in CRM Web UI > Opportunity > Transaction History to link to ERP Quotation still does not work.

I was wondering if anyone had came about the same scenario and could share your solution?

Thanks in advance 😊

Regards,

CMT

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4 Answers

  • Feb 07, 2013 at 07:31 AM

    Hi CMT,

    You need to add new field in VBAK which holds Opportunity number and add this field to additional details tab in SAP ERP VA23.

    Regards,

    Karthik.

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    • Former Member

      Hi,

      which version of CRM that you are using, from CRM 6.0 onwards SAP has given the new functionality i.e "cross system copying controls", by maintaining this cross system copying controls you can create the quotation with reference to the CRM opportunity.

      Hope this will help you.

      Regards

      Kumar

  • Feb 27, 2014 at 04:46 PM

    Hello.

    Did you solve this issue?

    Regards

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    Former Member
    Apr 26, 2016 at 05:44 AM

    Hi Cheng Mei Tan,


    Did you solved this problem of attaching opportunity to ERP Quotation. Please let me know how did you resolve?


    Many Thanks

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    Former Member
    Apr 26, 2016 at 11:47 AM

    HI CMT ,

    There ia a new feature available with EHP3 version related to linking of ERP SD documents to CRM opportunities.

    Plz check this feature, this may help you

    http://help.sap.com/saphelp_crm700_ehp02/helpdata/en/b1/74585352887d77e10000000a441470/content.htm?frameset=/en/94/dd5f53f2517425e10000000a44176d/frameset.htm&current_toc=/en/ba/5e0a5363598a4ae10000000a441470/plain.htm&node_id=7

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