SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

(1) 在SAP CRM裡建立一個Lead後，會觀察到有一個Opportunity自動生成，這是通過什麼背景邏輯實作的呢？

檢查前台日志或者背景事務碼SLG１，發現有很多屬于使用者WF-BATCH的日志. Who is WF-BATCH? WF-BACTH is a Workflow administrator user to identify and handle all the workflow related jobs (BACKGROUND), it has “SAP_ALL” authorization.

(2) 到SAP CRM背景檢查工作流對應的customizing：SPRO -> Customer Relationship Management -> Basic Functions -> SAP Business Workflow -> Perform Task-Specific Customizing

(3) From the start events setting, we know the workflow should start if the Lead is ‘Hot’ and with error-free.

(4) Go to TCode SWDD and check workflow WS10001011 settings, in step 000223, it checks whether opportunity can be automatically generated

(5) Check the condition: LEAD.priority = 1 or LEAD.Lead Group = 0001

Check the lead 3787 in DB, its priority is ‘1’ and ‘Hot’

So, Lead 3787 in this example will automatically generate an opportunity.

(6) In Step 321, it will set the status to SAAC(Accepted by sales)

(7) In Step 378, it creates OPPT

(8) Check the work item status via TCODE SWI1

一些有用的連結

Create SAP Business Workflow for Opportunity from Lead

Activating workflow Environment by Barin Desai