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SAP CRM Fiori 應用裡無法根據目前文檔建立 Followup Opportunity 的原因分析

some colleagues complains that although the necessary customizing for followup opportunity creation is done, still they could not create follow up opportunity based on an appointment.

SAP CRM Fiori 應用裡無法根據目前文檔建立 Followup Opportunity 的原因分析

An error message is displayed. In fact it already gives hint about the failure reason.

SAP CRM Fiori 應用裡無法根據目前文檔建立 Followup Opportunity 的原因分析

The target transaction type determination is done based on two levels:

level 1: done based on transaction type level. The FM below returns all supported follow up transaction type for "CX02".

The types for opportunity are also in result.

SAP CRM Fiori 應用裡無法根據目前文檔建立 Followup Opportunity 的原因分析

level 2: there is filtering logic on result of level 1, based on instance level.

It is designed that if one source document has errors, only "activities" is allowed as target transaction type.

once I fixed the error for current activity:

The opportunity follow up also works well:

更多Jerry的原創文章,盡在:"汪子熙":

SAP CRM Fiori 應用裡無法根據目前文檔建立 Followup Opportunity 的原因分析
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