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CRMC_OUTPUT003 - Define Transportable Conditions

CRMC_OUTPUT003 - Define Transportable Conditions

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In this step, you process the action templates you have created in the activity Define actions. Define the following characteristics in particular:

  • You define the planning condition and start condition for each action definition using transportable conditions.
  • You enter whether the action is planned automatically when the planning condition appears.

Planning condition:

  • all contracts as of 1.6.2000
  • all transactions for customers 1000 to 2999

Start condition:

  • 2 weeks before the contract end date

You have created an action profile with action templates. You have selected Determination using transportable conditions in the Determination Technique field.

If you want to use time-dependent conditions, you need to define date profiles with dates, durations and date rules under Date Management, and assign them to the date profile.

  1. In the left screen area, double-click to choose the action profile you wish to process.
In the right upper screen area, the action templates assigned to the profile appear. Using Create, you can select action templates from the action profile which are already defined, and add them to the list. You can add an action template several times.
You can process these templates further in this activity.
  1. Choose the required template by double-clicking, and choose the symbol Change action template.
The tab pages for setting up processing and defining the schedule condition and start condition appear in the lower screen area.
  • On the Overviewtab page, the settings which were made for the action in the action profile are automatically proposed if the Default settings from action definition field is selected. If you deselect the field, you can change the default values.

If you want the system to automatically plan the action for a fulfilled planning condition, select the schedule automatically field.
This tab page also displays whether schedule conditions or start conditions are assigned.
  • You can display details for the assigned processing on the Action details tab page. You can change the processing parameters for the processing parameter method call.

  • You can create conditions for each action definition on the Schedule condition and Start condition tab pages.

Enter a description for the condition, and double-click to go into the condition editor. You can create your own conditions with the help of the condition editor.

You can find further information about working with the condition editor in the SAP Library under Basis -> Business Management -> SAP Business Workflow -> Reference Documentation -> SAP Business Workflow - Navigation -> Workflow Builder -> Functions in the Workflow Builder -> Condition Editor

Note that if you do not want specific actions to be carried out for templates, you need to enter &CRM Bus. Activity.TEMPLATETYPE& = on the Schedule Condition tab page for the required action.






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