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CRMC_ACTIO_003 - Assign Action Profile to the Business Transaction Type

CRMC_ACTIO_003 - Assign Action Profile to the Business Transaction Type

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In this step, you assign the action profiles to the business transaction types.

If you assign an action profile to a transaction type, this means that the actions for this profile can be used in the transaction type documents, if the schedule conditions are fulfilled for the action.

If you have selected 'schedule automatically' in the action definition, the action automatically appears in the action overview of the document, if the schedule conditions are fulfilled.

You assign action profile Z001 to the value contract transaction

type. Action profile Z001 contains the following action types:

  • 4 weeks before contract end date - follow-up quotation for buying object
  • 2 weeks before contract end date - telephone call
  • For cancellations - telephone call

The action profile does not contain any schedule conditions. The 'schedule automatically' field is selected.

When you create a value contract, all action types are scheduled in the document. They are triggered automatically when the start conditions occur.

You have defined action types and an action profile. Go into the actions Define conditions and adjust action profiles.

If you wish to use time-dependent conditions, you must have assigned a date profile to the action profile and transaction type.

1. Choose a business transaction type in the initial screen (Definition business transaction types) by double-clicking.

2. In the action profile field, enter the key for the action profile which will be valid for this business transaction type.






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