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BE_BEA_SERV_ACT_DEF - Define Action Profiles and Actions

BE_BEA_SERV_ACT_DEF - Define Action Profiles and Actions

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In this step, you define actions and action profiles, which are required for action processing in billing.

An action profile is used to output documents pertaining to billing documents (for example, invoices), and is a collection of individual action definitions.

You have made the following settings in Customizing for Customer Relationship Management, under Billing:

Once you have done this, the system generates the actions for all billing documents of the billing type in question (as per the settings in the action profile). Every action represents the output of a document as per the parameters defined in the corresponding action definition.

To ensure that you can use action processing in billing, work through the various steps shown in the structure on the left of the screen. Make the following standard settings for billing:

  • Action Profile
  • Assign each action profile to the object type "Billing Document" (business object BUS20810).

  • Specify that the context class is "Context Class for BEAs" (CL_BEA_CONTEXT_PPF).

This enables you to assign a billing document to the possible actions in billing.
  • Action Definition
In the Action Merging field, choose "Max. 1 Action for Each Action Definition".
  • Processing Types
Use the standard output media for billing. You can choose from the processing types "Smart Forms Print," "Smart Forms Fax", and "Smart Forms Mail". Whichever you choose, the system automatically uses the appropriate Smart Form, processing class, processing method, and store mode.
Select a permitted processing type for the action, and choose Set Processing.
The default parameters for all processing classes are as follows:
  • Form name of Smart Forms: "Invoice Form for CRMB" (BEA_CRMB_BILLING_SF)

  • Processing class: "Processing Class for BEAs" (CL_BEA_SF_PROCESSING_PPF)

  • Processing method: "Implementation of Smart Form Function Module Call" (PROCESS_SMART_FORM)

In the step Action Definition, you define - among other things - the following output parameters for actions:

  • Processing Time
This determines when the action is performed (that is, when the document in question is output). For example, if you want actions to be processed asynchronously to their being generated, you can specify "Process Using Selection Report". This enables you to output invoices at night and thus reduce the system load during the day.
  • Schedule Automatically
This determines whether every action found should be performed automatically, or whether you can perform it online in the foreground.
  • Changeable in Dialog
This determines whether an action can be changed before it is performed online.
  • Partner Funct.
This determines the partner function to whom the output document is addressed. For example, if you enter "Invoice Recipient (CRM)" as the partner function, the system only outputs a billing document for the invoice recipient.
  • Determination Technology
This determines the technique (condition type) used for determining actions.
  • Action Merging
This determines how newly-found actions can be brought into line with existing actions. Action summarization only occurs for actions applied to the same billing document.

Note

To enable output and print preview of billing documents in the CRM WebClient UI (Billing Documents page), you need to do the following:

  • Do not set the Schedule Automatically indicator.
  • Set the Display in Toolbox indicator.





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