on 09-17-2008 5:55 AM
Hi
While creating a follow up for an opportunity a few field values are required to be copied from parent opportunity to the follow up document(other than the already copied ones).The changes are to be done at header level , i.e transaction to transaction.
How to achieve this objective. Any ideas will be of great help.
Thanks in advance.
Hi
you can implement badi CRM_COPY_BADI to fill those fields while making follow-up
Regards
Radek
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You can copy an existing transaction and use this as the basis for a new transaction. You can choose whether you want to connect both transactions using the document flow (Creating a Follow-Up Transaction)
For creating follow-up transactions, you must have made settings in Customizing for Customer Relationship Management under Transactions ® Basic Settings ® Copying Control for Business Transactions.
Before you copy data from one transaction to another, the system checks the following prerequisites:
u2022 The source transaction or item exists in the database.
u2022 The settings in Customizing allow this combination of source and target transaction (for example, source transaction type Quotation, target transaction type Sales Order).
u2022 The source transaction does not contain errors.
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