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Procedure documentationDefining Reason Codes for Interaction Records

 

To be able to assign a reason code when creating an interaction record, you must first define the reason code in Customizing.

Procedure

  1. Check the subject profile used for interaction record.

    On the SAP Easy Access screen for Customer Relationship Management, choose Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Transaction Types End of the navigation path and select Interaction Record (standard IR type 0010) activity reason as subject profile; the subject profile is defined under the Customizing Header folder.

  2. Use subject profile for interaction record.

    On the SAP Easy Access screen, for Customer Relationship Management, choose Start of the navigation path Transactions Next navigation step Settings for Activities Next navigation step Define Activity Reasons Next navigation step Define Subject Profiles End of the navigation path. Select Activity Reason as the subject profile (ACT000001) used for interaction records and then select Code Groups from the navigation panel on the left; the Catalog and CodeGrpProfile fields for the subject profile Activity Reason (ACT000001) are A1 and A0000001 respectively.

  3. Define reason codes for activity reasons.

    On the SAP Easy Access screen, for Customer Relationship Management, choose Start of the navigation path Transactions Next navigation step Settings for Activities Next navigation step Define Activity Reasons Next navigation step Define Code Group Profiles End of the navigation path.