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1 INTRODUCTION
1.1 ACTIONS
Actions are used in maintaining and improving business relationships. We can schedule and start
predefined conditions with the Actions component by means of user-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. Using the Actions tab page within a business
document, you can display a list of actions that can be included in the business transaction.
An action profile is determined from the corresponding transaction type or item category.
You can control action processing using different settings and parameters:
Partner dependence
Determination technique
Action merging
Execute changes in the transaction or marketing object currently being processed, for
example, create new items, or status inheritance by subordinate elements in marketing objects
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 information is displayed in the list for each action:
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 layout of output forms.
SAP delivers several Smart Forms for outputs in SAP CRM:
SAP Smart Forms offer the advantage of adapting forms without requiring programming knowledge,
thanks to a completely graphical user interface.
When you request a printout of a form, the application program obtains the relevant 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 Smart 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 Functions -> Actions ->
Actions in Transactions.
2.1.5 Click
2.1.6 Click
2.1.7 Click
Processing Using Selection Report gets started after a selection report is executed if the start condition
has been fulfilled.
Immediate Processing gets started as soon as the start condition is fulfilled.
Processing when saving a Document gets started when the document is saved.2.1.8 Click
. Enter the Details to Set Up Partner Determination.
Partner Dependent makes this Action as dependent on Partner. The partner you choose is the one, for
which the action triggers. It first checks whether that Partner exists or not. If not, it throws an ERROR.
2.1.9 Click
and select the Processing. The processing that we select is the one on
which we want the Action to work on.
Select the one you want. For this case select Workflow.
2.1.10 Click
and Enter the Workflow Number that you want to assign with this Action.
2.1.11 Click
2.1.12 Click
Schedule Condition decides whether an action should be scheduled for processing or not. An action is
therefore generated only if the schedule condition is met. It is not mandatory to assign a schedule
condition.
2.1.13 Click
Start Condition is checked before an action is executed. The Action is executed only if the Start Condition
is satisfied.
Here you wont be able to assign a Start Condition; there is another tab in Actions where we can assign
Start Condition.
2.1.14 Click
Click
2.1.15 To assign Start Condition -> Go-to step 2.1.2 -> Click on Change Actions and Conditions -> Define
Conditions.
It shows you the entire Action that you created till now.
To assign start condition, Click on Start Condition Tab.
Enter a Condition.
Click .
And hence, this completes your Action Profile Creation for a Workflow.
Similarly, we can create Action Profiles for other processing also.