|
I have set up Copy Control for the 10 different Opportunity
Types that I have, and have ensured that each oppty type is listed in as
the Source and Target. When I click on the 'Copy' icon for an existing
opportunity, I am not prompted to select the opportunity type.
The new opportunity that is being created defaults to the same opportunity type as the opportunity being copied. I would like the users to be prompted to select the opportunity type. This should work the way that it's configured, but it's not. Solution: Copy Control for Transaction copies transaction data from source to target transaction to use this you will have to use option Button Create Follow-Up NOT Button Copy. Copy Button create only copy of same transaction with using same transaction type which has no reference to source transaction but if you are creating follow-up from one transaction to another, you will get option to select Transaction types which you have maintained in Copy control. Also, please use make follow up from the Opportunity. For that maintain the copy control for transaction type, item category & Define Item Category Determination when Copying. From One opportunity you can make a follow up Opportunity & you can identify from 10 opportunities which you want to create as a follow up document. -- Business Activity details in Opportunity transaction in CRM table In which table in CRM can you find data entered in business activity details in opportunity transaction? Answer: Look at tables CRMD_OPPORT_H and CRMD_ACTIVITY_H. |
|
See Also
Get help regarding your CRM problems
SAP CRM Books
SAP CRM Hints
Best regards,
All the site contents are Copyright © www.erpgreat.com
and the content authors. All rights reserved.
|