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Docflow Customizing

Hello everybody,

I have a question about docflow customizing:

I like to define that certain opportunity types can be created as follow-up's to other opportunity types. As far as I know, this can be done in SPRO at "CRM->Transactions->Basic settings->Copying control->define for transaction types". I defined the copying control for my transaction types but when I like to create a follow up by clicking "Create Follow-Up" buton in WebUI Opportunity view, the popup with the possible transaction types is empty.

I tried this with my specific business role but also with standard SALES_PRO but it doesn't work.

Are there any additional customizing steps necessary to make the dowflow work? Would be great if somebody could give me a hint.

Thanks and best regards,

Markus

Former Member
Former Member replied

Hi Markus ,

Can you please check the source opportunity type when created is error free , in order to create a follow up document the preceding document (opportunity type ) should be created without error .

Regards

Shweta Nimje

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