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Follow up button inactive

Former Member
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hi,

I have defined copy controls for creating follow up of lead transaction but if i check on webui the follow up button is inactive.

Please assist.

Regards,

Priyanka

Accepted Solutions (0)

Answers (3)

Answers (3)

bruce_li
Contributor
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Hi Priyanka,

Good morning.

I see you are creating follow up in IC WebUI.

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

https://launchpad.support.sap.com/#/notes/1781481

Best Regards,

Bruce

former_member158363
Active Contributor
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Dear Priyanka,

you did not state what object type of follow-up documents you have maintained. Also please check if you have enabled or disabled copy control for activities.

General logic implemented in SAP CRM is that you cannot create follow-up document unless the source object is error-free. The only exception is tasks and activities.

That means that you can have incomplete opportunity and you cannot create follow-up opportunities, quotations or sales orders. However, you can still create follow-up tasks/activities.

Regards,

Dawood.

Former Member
0 Kudos

Hi,

I am trying to create a lead follow up from a lead transaction.

Copy control for activities are enabled

the transaction is also error free.

Regards,

Priyanka

kapilpatil
Active Contributor
0 Kudos