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Action Profiles in SAP-CRM

By Kanika Chopra, Infosys


1 INTRODUCTION
1.1 ACTIONS
Actions are used in maintaining and improving business relationships. We can sch
edule and start predefined conditions with the Actions component by means of use
r-definable conditions from transaction and marketing objects.
Actions use the Post Processing Framework (PPF), a Basis component, which can be
automated with the initiation of outputs, follow-on documents or workflows. Usi
ng the Actions tab page within a business document, you can display a list of ac
tions that can be included in the business transaction.
An action profile is determined from the corresponding transaction type or i
tem category.
Actions are stored as action definitions within an action profile.
You can control action processing using different settings and parameters:
Action changeable or executable in dialog
Action displayed in toolbar (SAP GUI)
Processing time (when saving the document or via selection report)
Partner dependence
Determination technique
Action merging
Processing types (with entry of the desired form name)
1.2 FEATURES OF ACTIONS
You can define actions dependent on conditions so that the system automatically
schedules and starts them when the conditions are fulfilled. With actions you ca
n:
Create follow-up transactions automatically
Execute changes in the transaction or marketing object currently being proce
ssed, for example, create new items, or status inheritance by subordinate elemen
ts in marketing objects
Output in print, by faxing or e-mail
Actions are displayed in transaction documents that support actions and to which
an action profile is assigned. You can display a list of actions scheduled for
the document on the Actions tab page of a transaction document. The following in
formation is displayed in the list for each action:
Status (action scheduled, action processed)
Description (purpose of action)

Conditions (settings for action definition and conditions are displayed)


Creator, Creation date
There are various processing types for actions:

Methods (Business Add-Ins)

Methods are Business Add-In (BADI) implementations. You can define your own BADI
implementation to adapt actions to your processes and needs. (EXEC_METHODCALL_P
PF is the relevant BADI.)
Examples for standard methods include the following:
COPY_DOCUMENT (create a follow-up document)
COMPLETE_DOCUMENT (set status completed within document)
CREDIT_MEMO (create credit memo item)
REPAIR_ITEM (create a repair item)
1O_EVENT_CREATE (create a workflow event)

SAP Business Workflow

This is suitable for more complex processes, for example, a follow-up transactio
n that includes an approval process.

Smart Forms

SAP Smart Forms must be used to print, e-mail or fax documents such as an order
confirmation. You can use the graphics tool, SAP Smart Forms, to design the layo
ut of output forms.
SAP delivers several Smart Forms for outputs in SAP CRM:
Form CRM_ORDER_CONFIRMATION_01 (suitable for faxes, letters, and e-mail)
Form CRM_ORDER_LEASING_01 (suitable for faxes, letters, and e-mail)
Form CRM_OPPORTUNITY_01 (suitable for faxes, letters, and e-mail)
SAP Smart Forms offer the advantage of adapting forms without requiring program
ming knowledge, thanks to a completely graphical user interface.
When you request a printout of a form, the application program obtains the relev
ant data to be used and prints it on the form. Data retrieval and form logic are
separated from one another.
SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Sm
art Forms is supported).
2.0 HOW TO CREATE AN ACTION
2.1 STEP-BY-STEP PROCEDURE
2.1.1 Enter into any SAP-CRM Server and move to Transaction SPRO.

2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functi
ons -> Actions -> Actions in Transactions.
2.1.3 To create an Action Profile

Click on . First read the documentation.

2.1.4 Now Press the Execute Button to start creating an Action Profile.
Click here to continue...