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 应用里无法根据当前文档创建 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 应用里无法根据当前文档创建 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 应用里无法根据当前文档创建 Followup Opportunity 的原因分析

SAP CRM Fiori 应用里无法根据当前文档创建 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.

SAP CRM Fiori 应用里无法根据当前文档创建 Followup Opportunity 的原因分析
SAP CRM Fiori 应用里无法根据当前文档创建 Followup Opportunity 的原因分析

once I fixed the error for current activity:

SAP CRM Fiori 应用里无法根据当前文档创建 Followup Opportunity 的原因分析

The opportunity follow up also works well:

SAP CRM Fiori 应用里无法根据当前文档创建 Followup Opportunity 的原因分析

更多Jerry的原创文章,尽在:"汪子熙":
SAP CRM Fiori 应用里无法根据当前文档创建 Followup Opportunity 的原因分析

相关文章:

  • 2021-07-20
  • 2021-09-14
  • 2021-09-01
  • 2022-01-10
  • 2021-10-16
  • 2022-12-23
  • 2021-07-30
  • 2021-11-07
猜你喜欢
  • 2021-10-21
  • 2021-12-07
  • 2021-09-24
  • 2021-04-28
  • 2021-11-05
  • 2021-11-03
  • 2021-08-23
相关资源
相似解决方案