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SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解

發布時間:2023/12/19 编程问答 33 豆豆
生活随笔 收集整理的這篇文章主要介紹了 SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解 小編覺得挺不錯的,現在分享給大家,幫大家做個參考.

(1) 在SAP CRM里創建一個Lead后,會觀察到有一個Opportunity自動生成,這是通過什么后臺邏輯實現的呢?

檢查前臺日志或者后臺事務碼SLG1,發現有很多屬于用戶WF-BATCH的日志. Who is WF-BATCH? WF-BACTH is a Workflow administrator user to identify and handle all the workflow related jobs (BACKGROUND), it has “SAP_ALL” authorization.

(2) 到SAP CRM后臺檢查工作流對應的customizing:SPRO -> Customer Relationship Management -> Basic Functions -> SAP Business Workflow -> Perform Task-Specific Customizing

(3) From the start events setting, we know the workflow should start if the Lead is ‘Hot’ and with error-free.

(4) Go to TCode SWDD and check workflow WS10001011 settings, in step 000223, it checks whether opportunity can be automatically generated

(5) Check the condition: LEAD.priority = 1 or LEAD.Lead Group = 0001

Check the lead 3787 in DB, its priority is ‘1’ and ‘Hot’

So, Lead 3787 in this example will automatically generate an opportunity.

(6) In Step 321, it will set the status to SAAC(Accepted by sales)

(7) In Step 378, it creates OPPT

(8) Check the work item status via TCODE SWI1

一些有用的鏈接

  • Create SAP Business Workflow for Opportunity from Lead

  • Activating workflow Environment by Barin Desai

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