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Process documentationPrinting Transactions Using Actions Locate this document in the navigation structure

 

You can use actions to print transactions, such as quotations, opportunities, sales and service orders, and sales contracts. Specific smart forms are delivered with the standard configuration. You can view and use them under Customizing for Customer Relationship Management (CRM), by choosing   Basic Functions   Actions   Actions in the Transaction   Change Actions and Conditions   Define Action Profiles and Actions   .

Prerequisites

Actions are displayed on the Print pushbutton if the following criteria are met:

  • The print action is set as relevant for the toolbar

  • A print smart form is defined as the processing type

  • The action is set to Execute immediately

  • The action is inactive, that is, it is set to be executed manually

Process

You can use actions to print transactions during transaction processing.