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Process documentationPrinting Transactions Using Actions

 

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 Start of the navigation path Basic Functions Next navigation step Actions Next navigation step Actions in the Transaction Next navigation step Change Actions and Conditions Next navigation step Define Action Profiles and Actions End of the navigation path .

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.