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Function documentationAction Profile Determination

 

You use the Condition Technique to define action profiles during sales order processing or billing. This allows you to define the parameters that influence the action profile determination, such as customer, transaction type, and order entry method.

You can also define the conditions under which a message is to be processed, for example, if a message is to be sent back when a backorder item is cancelled.

The information regarding the action profiles to be processed and when, is stored in condition records. These can be highly specific or highly generic. The more specific condition records take priority over the generic condition records.

Integration

Action profile determination is controlled by the Condition Technique.

Prerequisites

Sales Order Processing

If you use action profile determination in sales orders, you have made the required settings in Customizing for Customer Relationship Management (CRM), by choosing Start of the navigation path Basic Functions Next navigation step Actions Next navigation step Actions in Transaction Next navigation step Set Up Action Profile Determination End of the navigation path and Set Up Master Data Maintenance for Action Profile Determination

Billing

If you use action profile determination in billing, you have made the required settings in Customizing for Customer Relationship Management (CRM), by choosing Start of the navigation path Basic Functions Next navigation step Actions Next navigation step Actions in Billing Next navigation step Set Up Action Profile Determination End of the navigation path and Set Up Master Data Maintenance for Action Profile Determination

Features

  • Action profile determination can be used in sales orders and billing

  • Action profile determination can be used within sales order processing to output order acknowledgements electronically, and within billing to output billing documents electronically. For more information, see Electronic Output of Order Confirmations and Billing Documents.

Example

Sales Order Processing

In a rush order, information regarding credit hold is to be printed immediately for customer XY, but sent by e-mail for all other customers, whereas in a standard order, no information is output.

The action profiles determined for each of the above cases could look as follows:

Example

Transaction Type

Customer

Action Profile

Rush order

XY

Credit message print

Rush order

Other customers

Credit message e-mail

In this example, a generic condition record has been created for all customers, with action profile Credit message e-mail, and a specific condition record for customer XY.

No condition record exists for standard orders.

Billing

In Billing, the following requirements could be met using action profile determination:

  • Invoice is to have a different layout to the credit memo

  • The dealer’s invoice is to have a different layout to the end customer’s invoice

  • Dealers want to receive invoice in electronic form, whereas the end customer wants to receive the invoice in paper form