Process flow of action in transaction

Process flow of action in transaction

 

 

 

Processing of Actions

 

§The processing of actions can be structured in three segments:

–Planning Actions

–Starting Actions

–Monitoring Actions

 

Planning Actions

 

§The system uses the action profile assigned to the transaction type to check which actions are possible for the transaction. The system checks if the schedule conditions are fulfilled, and for which actions.

§The following takes place when the schedule conditions are fulfilled:

–The system enters actions with the indicator Schedule Automatically into the action list in the transaction document or marketing object. They are active.

–You can manually add (schedule) other actions from the profile. They appear in the input help in the action list. They are inactive.

–You can schedule actions with the indicator Display in Toolbar using the application toolbar of the document. They are also inactive.

–It is only possible to start scheduled actions. 

 

Starting Actions

 

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§When the start conditions are fulfilled, or if no start conditions have been defined, the system triggers the action at the processing time defined in Customizing.

§The following possibilities are available for starting:

–starting automatically -The system triggers the action automatically when the start condition for a scheduled action is fulfilled.

–starting manually via the action list: You have to have selected the indicator Execute in Dialog in the action definition for this function.

–starting manually via the application toolbar for sales transactions, and via the Object Services toolbar for marketing objects

§When starting the action the system uses the processing medium (method or Smart Form or workflow) preset in Customizing.

  

Monitoring Actions

  

§On the Actions tab page in the transaction document, you can continually monitor which actions are planned or have already been started and executed.

§You can change condition and processing parameters for start conditions in the action list for actions which have been flagged in Customizing as Changeable in Dialog .

§You can monitor and start actions of several transaction documents or marketing objects using the action monitor.

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