Professional Documents
Culture Documents
Action Profile
Action Profile
Action Profile
1.1 ACTIONS
Actions are used in maintaining and improving business relationships. We can schedule and start
predefined conditions with the Actions component by means of user-definable conditions from transaction
and marketing objects.
Actions use the Post Processing Framework (PPF), a Basis component, which can be automated with the
initiation of outputs, follow-on documents or workflows. Using the Actions tab page within a business
document, you can display a list of actions that can be included in the business transaction.
An action profile is determined from the corresponding transaction type or item category.
Actions are stored as action definitions within an action profile.
You can control action processing using different settings and parameters:
Action changeable or executable in dialog
Action displayed in toolbar (SAP GUI)
Processing time (when saving the document or via selection report)
Partner dependence
Determination technique
Action merging
Processing types (with entry of the desired form name)
You can define actions dependent on conditions so that the system automatically schedules and starts
them when the conditions are fulfilled. With actions you can:
Actions are displayed in transaction documents that support actions and to which an action profile is
assigned. You can display a list of actions scheduled for the document on the Actions tab page of a
transaction document. The following information is displayed in the list for each action:
Methods are Business Add-In (BADI) implementations. You can define your own BADI
implementation to adapt actions to your processes and needs. (EXEC_METHODCALL_PPF is the
relevant BADI.)
This is suitable for more complex processes, for example, a follow-up transaction that includes an
approval process.
Smart Forms
SAP Smart Forms must be used to print, e-mail or fax documents such as an order confirmation. You
can use the graphics tool, SAP Smart Forms, to design the layout of output forms.
SAP Smart Forms offer the advantage of adapting forms without requiring programming knowledge,
thanks to a completely graphical user interface.
When you request a printout of a form, the application program obtains the relevant data to be used
and prints it on the form. Data retrieval and form logic are separated from one another.
SAP Smart Forms replace SAP-Script forms (migration from SAP-Script forms to Smart Forms is
supported).
2.1.1 Enter into any SAP-CRM Server and move to Transaction SPRO.
2.1.2 Press SAP Reference IMG -> Customer Relationship Management ->Basic Functions -> Actions ->
Actions in Transactions.
2.1.3 To create an Action Profile – Click on . First read the
documentation.
2.1.4 Now Press the Execute Button to start creating an Action Profile.
2.1.5 Click . Enter the Details to create Action Profile.
Processing Using Selection Report gets started after a selection report is executed if the start condition
has been fulfilled.
Processing when saving a Document gets started when the document is saved.
2.1.8 Click . Enter the Details to Set Up Partner Determination.
Partner Dependent makes this Action as dependent on Partner. The partner you choose is the one, for
which the action triggers. It first checks whether that Partner exists or not. If not, it throws an ERROR.
2.1.9 Click and select the Processing. The processing that we select is the one on
which we want the Action to work on.
Select the one you want. For this case select Workflow.
2.1.10 Click and Enter the Workflow Number that you want to assign with this Action.
Start Condition is checked before an action is executed. The Action is executed only if the Start
Condition is satisfied.
Here you won’t be able to assign a Start Condition; there is another tab in Actions where we can assign
Start Condition.
2.1.15 To assign Start Condition -> Go-to step 2.1.2 -> Click on Change Actions and Conditions -> Define
Conditions.
In Scheduling of Actions, find your Action – Test an Action Profile.
It shows you the entire Action that you created till now.
Enter a Condition.
Click ‘√’.