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Action Profiles in SAP-CRM
By Kanika Chopra, Infosys
Actions are used in maintaining and improving business
relationships. We can schedule and start predefined conditions with the Actions
component by means of user-definable conditions from transaction and
use the Post Processing Framework (PPF), a Basis component, which can be
automated with the initiation of outputs, follow-on documents or workflows. Using
the Actions tab page within a business document, you can display a list
of actions that can be included in the business transaction.
1.2 FEATURES OF
can define actions dependent on conditions so that the system automatically
schedules and starts them when the conditions are fulfilled.
are displayed in transaction documents that support actions and to which an
action profile is assigned. You can display a list of actions scheduled for the
document on the Actions tab page of a transaction document. The following
information is displayed in the list for each action:
are various processing types for actions:
Methods (Business Add-Ins)
are Business Add-In (BADI) implementations. You can define your own BADI
implementation to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF
is the relevant BADI.)
for standard methods include the following:
SAP Business Workflow
is suitable for more complex processes, for example, a follow-up transaction
that includes an approval process.
Smart Forms must be used to print, e-mail or fax documents such as an order
confirmation. You can use the graphics tool, SAP Smart Forms, to design
the layout of output forms.
delivers several Smart Forms for outputs in SAP CRM:
Smart Forms offer the advantage of adapting forms without requiring programming
knowledge, thanks to a completely graphical user interface.
you request a printout of a form, the application program obtains the relevant
data to be used and prints it on the form. Data retrieval and form logic are
separated from one another.
SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Smart Forms is supported).
2.0 HOW TO CREATE
Enter into any SAP-CRM Server and move to Transaction SPRO.
Press SAP Reference IMG -> Customer Relationship Management ->Basic
Functions -> Actions -> Actions in Transactions.
To create an Action Profile – Click on
. First read the
Now Press the Execute Button
start creating an Action Profile.
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