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With actions, predefined processes can be implemented in SAP CRM transaction processing.
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At execution time, these processes get scheduled based on user defined conditions which de
situation in the transaction processing.
An Action is a planned activity, or task and schedule condition is the situation under which thi
executed.
For a scheduled action different processing type are possible:
It is possible to specify Processing Time within an Action Definition (t-code SPPFC or SPPFCA
specifies where in the transaction processing execution this action is to be executed.
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You can display a list of actions scheduled and executed for the transaction with following in
individual action as in Fig. 3 and 4:
Status (action scheduled, action processed)
Description (purpose of action)
Processing Type
Creator, creation date
Example: A month before a contract expires, the responsible sales employee receives an act
category 'e-mail' in his inbox to remind him to write to the customer and find out whether the
their contract.
Conditions
Two conditions are checked before an action executes:
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Schedule Condition: An action is scheduled for execution only if schedule condition define
satisfied. Also schedule condition can be evaluated within the implementation of SAP sta
EVAL_SCHEDCOND_PPF.
Start Condition: For the scheduled actions, start condition is checked before it is executed
action is executed once the start condition is satisfied.
These conditions for an action are defined while configuring it in t-code SPPFCADM.
Conditions can be time dependent using dates and date rules.
Conditions can be implemented with expressions on the container attributes from a busines
and constants.
Conditions can be checked for proper syntax and tested.
There are two modes for defining conditions:
Mouse-oriented PC mode
Direct text entry mode (traditional)
Create Parameter Condition:
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Processing Time
Processing Times defines when an action for which start condition has been satisfied will be exe
transaction processing. Thus, once the start condition for a scheduled action is satisfied, it can e
to the Processing Time maintained. Following are the possible options for Processing Time:
Processing Using Selection Report:
In the case, action will execute after the execution of the selection report. This processing
useful for actions that are used for deadline monitoring such as monitoring the SLA.
Immediate Processing:
The action is started as soon as the start condition is fulfilled.
Processing When Saving Document:
The action is started when the transaction is saved. Thus, even though the start condition
execution of action will trigger during transaction save only.
Setting Processing Time in Action Definition:
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Processing Types
In the Action Definition, processing type is specified. Processing types specifies how the action
Processing Time. There are different Processing Types available:
Smart Forms
WorkFlow
Methods
Methods are BAdI implementations of the SAP standard BAdI EXEC_METHODCALL_PPF. There
implementations provided by SAP that are used in the standard transactions, for e.g.:
COPY_DOCUMENT (to create a follow-up document)
COMPLETE-DOCUMENT (set status completed within document)
CREDIT_MEMO (create credit memo item)
1O_EVENT_CREATE (create a workflow event)
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Transaction SPPFCADM
This transaction is for PPF customizing:
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It can be used to define the Action Profile and Action Definitions. Also, it is possible to configure
defined in the Action Profile. Actions defined within an Action Profile are available for configurin
Conditions can be maintained using the SAP provided wizards and screens.
Other useful transaction codes:
CRMC_ACTION_CONF - Action Configuration
CRMC_ACTION_DEF - Action Definition
CRMC_ACTION_WIZARD - Action for Definition via Wizard
Action Monitor
The program RSPPFPROCESS, responsible for action monitor originates from the Post Processin
(PPF) and can be used to check the processing of the actions. Thus, action monitor can be used
trigger the processing of actions for several transactions.
Transaction code for Action Monitor is CRMC_ACTION_JOB.
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With action monitor, it is possible to list the actions which have processing time set to Processi
report and initiate the processing of these actions. Thus, it is particularly useful for actions that
deadline monitoring such as SLA.
It could also be used to process actions with the processing time When Saving. In case, time-de
conditions were fulfilled after a certain time without any changes to the transactions the progra
executed so that actions are also started in these cases. Thus, for test purposes or for repeatin
report can also be used to select and process actions with the processing time 'Immediate' or '
Saved'.
Action Profiles
Actions are configured for CRM transaction using Action profile. Actions are created in action pr
assigned to different CRM transactions. Within an action profile, multiple actions can be defined
and status (Active or Inactive). Active actions can be scheduled and scheduled actions are execu
sort order as maintained in the customizing. For individual action in the Action Profile, Action De
Configuration can be maintained.
During the transaction processing, all the allowed actions are identified using the Action Profile.
not marked as inactive in the action profile are considered for execution. Sort order maintained
for individual action used to identify the sequence of execution of the actions. Further processin
is done based upon the Action Definition and Action Configuration of individual action identified
It is possible to assign an action profile directly to a transaction type or item category. Also con
i.e. Action Profile Determination can be defined same as pricing.
In SPRO goto "Define Action Profiles and Actions"
1. Select an action profile
2. Click View
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