Show TOC

Process documentationProcessing Actions in Transactions Locate this document in the navigation structure

 

You can use Actions to schedule and start follow-on processing steps, depending on the transaction type and different schedule and start conditions.

Prerequisites

In Customizing for Customer Relationship Management (CRM), under   Basic Functions   Actions   you have:

  • Created an action profile with action definitions

    You define the attributes of the actions in the action definitions, such as the processing time or whether the action may be changed in the transaction.

  • Defined conditions (schedule and start conditions) for action types

  • Assigned the action profile to the relevant transaction type

For more information about controlling actions, see controlling actions.

Process

This graphic is explained in the accompanying text.

You create a transaction, for example, a contract, or a marketing object, for example, a marketing campaign. The processing of actions can be structured in three segments:

  • Planning Actions

  • Starting Actions

  • Monitoring Actions

Planning Actions

  1. The system uses the action profile assigned to the transaction type to check which actions are possible for the transaction.

  2. The system checks whether the schedule conditions are fulfilled, and for which actions.

Note Note

It is only possible to start scheduled actions.

End of the note.
Starting Actions

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.