Create a transaction from Calander

[Former Member]

Hi Experts,

I need to create a transction from the calander, but in my calander no transaction types are displayed.

When i clickon the time and try to create a transction, no transactions were found.

But i have transactions, which were activated for calander as mentioned below. Please let me know what should i do to make appointments and tasks to be available.

Thanks in advance.

Regards,

Nagaprasad.

[Former Member · Accepted solution]

HI Lee,

Thanks for your informaiton.

Step 1 and 2 are useful and resolved my issue. Thanks for your reply. I will close this issue now.

Regards,

Nagaprasad.

[bruce_li · Accepted solution]

Hi Nagaprasad,

Really happy to know that the issue is resolved. Have a nice day!

Best Regards,

Bruce

[bruce_li]

Hi nagaprasadreddy polu,

1.Only activities with categories assigned to class F Appointments
are allowed in calendar. This can be checked in method below:

CL_CRM_CALE_CALENDAR_IMPL===== / CL_C
METHOD          / DO_CALENDAR_QUERY (

*   Only proctypes for screen type APPOINTMENT

SO could you check if transaction types ZTCT used have assigned
class F Appointments? The category is ZC1, you need to assign
class F appintments to this category in following customzing.

Or you need to assign other category（with class F Appointments）
to your transaction type ZTCT.

Spro-IMG- Customer Relationship Management - Transactions -
Settings for Activities -Maintain Categories, Goals, and Priorities
Maintain Categories

2.Also, if you are creating activities from calendar in IC WebUI,
please check the KBA below and make sure all necessary settings are done,
especially, you have assigned the transaction types in 'Dependent Business Transactions' folder
of  your business transaction profile in customizing:CRM-> Interaction Center Webclient->
Business Transaction-> Define Business Transaction Profiles

1770103 - How to ensure that a business transaction is offered for creation in CRM IC Webclient (transaction type selection popup)

(For follow up transaction types, please check KBA Bellow.

1781481 - How to ensure a transaction type is shown in follow-up popup when you create follow up transactions in CRM Interaction Center)

3. If above, still didn't help, then you need to check if you have activated
business function and switch CRM_IPS_ICM_1.

If the business function and switch CRM_IPS_ICM_1 is active， then only
RV_SCREEN_TYPE OPER will be displayed in the popup screen. This is checked in
the method  below. You can debug to have a test.

CL_CRM_CALE_CALENDAR_IMPL
METHOD          / GET_SCREEN_TYPE

  IF cl_crm_icm_switch_manager=>is_switch_active( cl_crm_icm_switch_manager=>co_switch_id_crm_ips_crm_1 ) =  abap_true
     AND cl_crm_icm_ui_act_utility=>is_icm_ctxt( ) = abap_true.

    rv_screen_type = cl_crm_uiu_bt_act_cust_get=>gc_screen_kind-operation.

( The check for switch CRM_IPS_ICM_1 is in the coding above, if it is acitive, only
RV_SCREEN_TYPE    >>>>>>>      OPER will be displayed.)

  ELSE.

    rv_screen_type = cl_crm_uiu_bt_act_cust_get=>gc_screen_kind-appointment.

(RV_SCREEN_TYPE    >>>>>>>      APPT, if CRM_IPS_ICM_1 is inactive, then
all activities with category assigned to class F appintments will be displayed. )

Have a nice day!

Best Regards,
Bruce