Hi Payal.
For the most up-to-date information on using actions with Alert Management, see the the release note Using Actions to Trigger Alerts.
All maximal allowed actions are defined for a transaction type. You also specify general conditions in the action profile for the actions contained in the profile, for example:
• The time period at which the system starts the action (for example, when saving the document)
• The way in which the system executes the action (workflow, method call or Smart Forms).
In this activity, you create an action profile and templates for actions. You can define the action templates more closely in the following step Change action profiles and define conditions .
For the action profile, the class which provides the attributes for your business object must be entered. These business objects can be used for planning actions.
When creating an action profile, note for which business transaction type you can use this action profile. You must assign the relevantbusiness object type to the action profile. The assignment of the business object type makes sure that the attributes for the relevant business transaction type (for exampe, sales contract) can be used for defining and processing the conditions. If, for example, you wish to make the action depend on the net value of the transaction, the profile must be assigned to a business object type which contains the attribute net value . Only one business object can be assigned for each action profile. You can find out the business object type for the transaction type or the item category in Customizing for transactions under Define transaction types or Define item categories.
If you work with time-dependent conditions, you must also assign a date profile to the action definition. This makes sure that the date rules which you use for the action definitions are also available. You can also assign the date profile to the entire action profile. It is then inherited as the default value in every action definition you create for this profile.
When defining the follow-up documents, consider the copying control for the relevant transaction types. You can also define here whether an action is to be partner-dependent.
Note also the copying control for the relevant transaction types, when defining subsequent documents.
You can enter several processing types for one action definition. Under processing, choose:
• Method call
If the action consists of one single step, for example, create subsequent document or create credit memo item.
During the method call, processing is carried out via Business-Add-Ins (BAdIs). Standard methods (BAdIs) are available.
When creating your own BAdI implementations, make sure that the method 'get_ref_object' is always called from the class 'CL_ACTION_EXECUTE', and the method 'register_for_save' always at the end. You can use the implementations 'COPY_DOCUMENT' and 'COPY_ITEM_LOCAL' as a template.
If you wish to use actions to trigger alerts, use processing method 'TRIGGER_ALERT'. You should call this method from the class 'CL_ACTION_EXECUTE'.
• Workflow
If the action consists of a process with several steps, for example, a subsequent document with approval procedure.
• Smart Forms
for issuing documents via fax, printing or e-mail.
Requirements
In order to create action profiles, you must have defined the necessary transaction types or item categories.
If you are using time-dependent conditions, you need to have defined date profiles. You define date profiles in the IMG under Basic Functions -> Date Management.
Standard settings
SAP delivers the following standard action profiles:
• For activities: ACTIVITY
Contains the following action definitions:
• ACTIVITY_FOLLOWUP: creates a task for the responsible employee if a business activity is overdue
• ACTIVITY_PRINT: makes it possible to print the activity
• ACTIVITY_REMINDER_MAIL: sends an e-mail to the responsible employee if a business activity is overdue
• For opportunities: OPPORTUNITY_SALES_ASSISTANT
This action profile contains the actions necessary for sales methodology for opportunities.
An additional action profile OPPORTUNITY_SALES_ASSISTANT is available for lost opportunities and can be used with Alert Management. This action enables you to trigger an alert when an important opportunity is lost. The alert is then sent to the recipients' alert inbox, which could be in the Enterprise Portal.
This action profile contains action template TRIGGER_ALERT.
• For quotations: QUOTATION
Contains the action definition Complete quotation. When the validity period for the quotation has expired, the quotation is automatically set to 'completed'.
This action profile is assigned to the transaction type quotation.
• For sales contracts: SALES_CONTRACT_HEAD
Contains action template COPY_DOCUMENT. The action generates a follow-up document, and returns the number of the follow-up document to the original document. The transaction type for the follow-up document must be entered in the processing parameters.
• For sales contract items: SALES_CONTRACT_ITEM
contains action template COPY_ITEM_LOCAL .
• For contracts which are cancelled before the contract end date has been reached: VALUE_QUANTITY_CONTRACT_ITEM
Contains action template TRIGGER_ALERT. The action can be used with Alert Management. It triggers the sending of alerts to specified recipients' alert inboxes, in this case, if a contract is cancelled before the contract end date.
• For Leasing contracts: LEASING_MESSAGES
Contains action definitions for messages and subsequent documents. The subsequenet documents include:
• CONT COPY DOCUMENT Generate subsequent document (activity)
Generates a telephone call two weeks before the contract end date.
• CONT COPY DOCUMENT SCHEDULED Generate subsequent document via selection report
When a specific net value is reached, the system automatically creates a subsequent document. The net value is checked using a selection report.
• For complaints: COMPLAINT
• For complaints items: COMPLAINT_ITEM
We recommend that you do not change the delivered profiles, but copy and adapt them if necessary.....
Pls give me your mail id ..will sent to you some details @ the Action & action profile...
Rewards points if find useful..
Regards...
Yogesh Chaudhari...
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