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CRM task displayed in transaction history of ERP quotation

Hey community, can you please tell me the customizing settings for a link between an (LORD-)ERP quotation and a CRM task? I want an follow-UP CRM task being displayed in the transaction history of the...

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Re: CRM task displayed in transaction history of ERP quotation

Hi Daniel, please follow the belloow sap note:1639738 regards,Kamlendra

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Re: CRM task displayed in transaction history of ERP quotation

The note is already installed. It still does not work. Is there any customizing configuration I have to set?

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Re: CRM task displayed in transaction history of ERP quotation

Hi Daniel, please check the problem via debugging.You can set a break point at method CREATE_FOLLOW_UP_ERP of class CL_CRM_ADMINH_RUN_BTIL, here the call to create follow up ERP starts. regards,kamlendra

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Re: CRM task displayed in transaction history of ERP quotation

Okay the issue might occur earlier. The method CREATE_FOLLOW_UP_ERP isn't called. I guess I have to enter something in the table: spro>crm>transactions>settings for erp transactions via...

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Re: CRM task displayed in transaction history of ERP quotation

Hi,yes you need to maintain cross system copy control in CRM system

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Re: CRM task displayed in transaction history of ERP quotation

When I create the activity I get the error 'BUS2031 object type not found / unknown'....Do you have any idea?

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Re: CRM task displayed in transaction history of ERP quotation

Hi Daniel ,  The cross system copy control is available for creation of ERP Quotation and ERP Sales order from Opportunity.  My solution is this a) spro-> crm -> transactions -> settings for...

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Re: CRM task displayed in transaction history of ERP quotation

Hi Kavindra,  thanks for this really useful input! Now the last and final question in this case: Is this also working with LORD I or only with LORD II?  We use LORD I and document flow seems to be a...

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