You want to print completed quotations.

Printing is controlled by action processing; you therefore need to know how to set up and process actions.

Task 1:
Create a ##Quotation and see whether you can display or issue a corresponding form. 1. Create a quotation of the type ##Quotation for the customer ##Stockmann. Offer the customer 10 pieces of the material with the description ##Monitor. 2. Display the relevant actions for the quotation. Which entries are displayed in the corresponding assignment block? Does the list include the action Print Quotation Manually? If necessary, schedule the action manually. What processing status does this action have? 3. Try to execute the action Complete offer. Is this possible? Explain why. 4. Change the Valid-to date of the quotation to today and save. Do not under

any circumstances execute the Complete offer action in the CRM WebClient UI.

Save your quotation. 5. Display the print preview of the quotation that was determined.

6. Use the Action Monitor transaction in the SAP GUI to select and execute the Complete offer action for your quotation. Hint: If you want to select the action that was found in the quotation you created, enter the <*transaction number> in the application key field.

Task 2:
In Customizing, find out how automatic determination takes place for the Print Quotation Manually. 1. Which action profile is used by transaction type ZA## (##Quotation)?

2. Analyze this action profile. When is the action processed and the quotation form issued?

Task 3:
You want to create an action profile for your ##Trade Fair Visit that helps you create a follow-up activity once the preceding activity is completed. 1. Go to the IMG and use the wizard to create an action profile for transactions. After starting the wizard use the following data: Action Profile: ZACTIONPROFILE## Description: Action Profile Follow-up Activities ## Date Profile: 000000000001 Object Type Name: BUS2000126 Choose Continue. Enter ZFOLLOWUP## as the action definition and Followup Activity ## as the description

Schedule Automatically: <do no select> Display in Toolbox: <do no select> Changeable in Dialog: <Set the indicator> Executable in Dialog: <Set the indicator> Choose Continue. The action should not be partner-dependent. Choose Continue. Select Method Call. Choose Continue. Use the F4 help in the field Method to select method COPY_DOCUMENT. Choose change icon in Determine Proc. Parameter. Create a container element with the create icon. Element: PROCESS_TYPE Description: Transaction type Short Description: Action Transaction Type Enter an ABAP Dictionary Reference.

Structure: CRMD_ORDERADM_H Field: PROCESS_TYPE Assign the initial value 0001 (Interaction Log). Choose Confirm and then select Apply entries. Choose Continue. Enter an appropriate text. Choose Continue. You do not want to use any conditions in the first step. Choose Continue twice . In the wizard, click Complete. 2. Assign the action profile to transaction type ZB## (##Trade Fair Visit).

Task 4:
Test your settings 1. Create a new activity of type ##Trade Fair Visit (ZB##). Specify a business partner, description, and process the action.

Choose Continue. Time of Processing: Immediate processing

Task 5:
Next, you want to add a schedule condition to your action. When your trade fair visit is complete (and only then), you want to be able to create a follow-up activity of the type Interaction Log. 1. Define a schedule condition for your Follow-up Activity ## action. Go to the IMG and start defining the condition Choose Edit Condition. Enter Activity completed ## as the name. Click the hyperlink to define the condition. Expand the container object CRM Bus. Activity. Using the editor, form an expression User Status = Complete (status profile CRMACTIV). Transfer the condition and save it. 2. Test your settings by creating another trade fair visit. Can you schedule the action immediately after creating the transaction? Complete the trade fair visit by setting the status accordingly. Can you schedule the action now?