Workflow for Long Texts in Sales Orders 

 

Purpose

In CRM Internet Sales, customers have the option of entering sales orders from the Internet. Customers can specify their customer requests in the order header, by entering a long text.

With the help of the workflow “long texts in sales orders”, the employee responsible is informed that an Internet order has been entered with a long text, and is asked to postprocess the sales order.

This scenario is only valid for texts at header level for the sales order, that is, only in the Business-to-Customer scenario (text type 1000).

 

Situation	Action
Internet order with maintained long text	The Internet order is blocked for transfer into the R/3 system, and the employee responsible is asked to modify the document.

Prerequisites

·        The Text type field is available in Customizing for transaction types. If the text created in Internet Sales needs to be processed in the sales order, you must choose text type 1000 (customer requests). Make this setting in Customizing under Customer Relationship Management ® Transactions ® Basic Settings ® Maintain Transaction Types. Choose processing of transaction type at header level.

·        The type linkage for the result ToBeCompleted for the workflow WS10000225 is deactivated as a standard procedure, and, if you wish to start the workflow template, it has to be activated again in Customizing. The workflow task processors must also be maintained.

For both Customizing activities, go to the IMG and choose Customer Relationship Management  ® Basic Functions  ® SAP Business Workflow  ® Perform Task-Specific Customizing.

Process Flow of Workflow WS10000225 (Processing Sales Orders With Long Text)

If a long text is maintained for an incoming Internet order, this order may not be transferred directly to the R/3 system. The sales order is blocked for transfer, and a work item is generated for the employee. This work item informs him that the document needs to be revised. Once it has been processed, the employee deactivates the “Do not distribute” flag in the sales order. The work item is deleted, and the sales order is transferred to SAP R/3.

Technical Execution

The following information is of technical nature. You need this information if the implementation details are relevant for you, or if you wish to make your own enhancements.

Workflow template

The actual procedure is implemented in the workflow template WS10000225 (CRM_O_Handl.)

Triggering events for the workflow template

The event ToBeCompleted is entered for the object category BUS2000115 (sales transaction CRM) as a triggering event.

Object types

The method CrmSalesprocessEdit and the events ToBeCompleted (triggering event) and ReleaseForTransfer  (terminating event which is generated using status management) are made available using the following business object:

·        BUS2000115 (sales transaction CRM)

Rule

Use the Order_get_users_of_roletype (10000140) rule to generate the employee responsible in the workflow template. The rule expands the partner function types in CRM. (It is used with the RoleType = 0008 input parameter). However, you can also assign other rules or specific processors.