Follow-up window customizing in WebUI

[Former Member]

Hello Experts,

I'm doing some modifications in Sales Agreement - Sales contract - Sales Order process.

Everything works perfectly well, but I want to do some customizing in a Follow-up window. When I create new Sales Agreement I can click the "Create Follow-Up" button to create new Sales Contract based on this agreement. On pop-up window I have available transaction types. I would like to eliminate most of them and leave just a few. Can someone please tell me what actions should I perform?

Thank you in advance.

Best regards,

AK

[Former Member · Accepted solution]

Problem solved.

I had to switch on this option:

and then make some changes in

CRM --> Transactions --> Basic Settings --> Copying Control for Business Transactions --> Define Copying Control for Transaction Types