Processing Time

Processing Time

 

§The processing of an action can take place at different times.

§You can define when the started action should be processed, that means when the system should actually execute this action, for example, when the system should create a follow-on document or print output. 

 

§The following possibilities are available in CRM for the time an action is processed:

–Immediate processing- the action is started as soon as the start condition is fulfilled.

–Processing when saving the document. - the action is started when the document is saved.

–Processing using the Selection Report (Action Monitor) the action is started after the execution of a selection report, if the start condition has been fulfilled.

  

Conditions for Scheduling and Starting Actions

 

§In CRM, you can make the schedule and start of actions depend on conditions. Actions can only be scheduled when the schedule condition has been fulfilled and started, and when the start condition has been fulfilled.

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You can use each of these attributes, either individually or combined, to define conditions, for example:

1.A special sales promotion event should be scheduled for opportunities with a net value of 1 million Euro.

2.Particular activities (according to the sales assistant) are scheduled from the beginning of phase 2 for opportunities.

3.A letter with brochures is sent 2 weeks after a quotation has been created (“Valid from +2 weeks”) to sales prospects when the sales probability lies between 80 and 90%. 

 

Determining Conditions

  

§You have two possibilities when creating action definitions:

–You use the wizard under Basic Functions → Actions  → Create Actions with Wizard

–You use the basic transaction under Basic Functions → Actions  → Change Actions and Conditions  → Define Action Profile and Actions.

§Calling condition definitions

–Select Basic Functions  → Actions  → Change Actions and Conditions → Define Conditions in Customizing for Customer Relationship Management or Basic Functions  → Actions → Actions in Marketing Planner → Change Actions and Conditions  → Define Conditions

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Different Action Processing Types

  

The system uses different processing types of the PPF during processing. There are various processing types for actions: 

 

§Methods (Business Add-Ins)

–This is suitable for simpler processes, such as follow-up documents or creating positions, for example calling a customer when you have received a cancellation.

–Templates are delivered for defining methods. You can use these to create as many follow-up transactions as your require, and to define your own methods.

–The copy control is used when processing methods. 

 

§SAP Business Workflow

–This is suitable for more complex processes, for example, a follow-up document that includes an approval process. 

 

§Smart Forms

–Use this for printing, faxing or emailing documents. There is further information on output determination in CRM under output determination. 

 

 

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