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Can not create follow up transaction FS Quotation from Lead in Interaction

Former Member
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Dear All,

We have requirement wherein IC agent should be able create FS Quotation (Transaction type FSO1) from Lead transaction type in WEB UI.

I have made all the necessary cutomization for copy control. FS Quotation is also maintained for all chanel.

Its work fine in CRM Online. I can create FS Quotation from Lead transaction type but in WEB UI when I click on Follow up button from Lead transaction pop will appear but I can not see FS Quotation in pop up window.

What I found after investigation is that transaction type with Financial Contract as Leading business category can not be available for follow up from Lead in web ui but available in CRM online. When I change the leading business category to another one same transaction type can be seen for Follow up from Lead in web ui.

Please let me know if you have any suggestion or faced similar kind of issue.

Regards

Pankaj Vispute

Accepted Solutions (0)

Answers (1)

Answers (1)

former_member187490
Active Contributor
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Hello Pankaj,

Yes, I have discovered this behavior as well. It seems to be documented in SAP Note 1172066. Apparently only the four following category classes are allowed:

'A' : Interaction Log

'F' : Appointment

'G' : E-Mail

'H' : Task

Best regards,

John