CRM documents

[Verlaat, Robert]

Hi Dale,
 
I've been working on a Workflow (CRM) which distributes archived
documents linked to a transaction(Customer Contacts). As you probably
know most transactions in CRM can be "related" to each other.=20
 
I've used Function module: ISMS_BO_BINARY_RELATION_CREATE to create some
Custom relations between Contacts and between Contacts and Office
documents(SOFM)
 
So probably you can link your offering documents(assuming you mean
Quotations) using this FM (I'am not sure whether it is possible to
create relations between several offering documents because you can't
manually create a "Follow up Quotation").
For the users it is very easy to display all the relations of a
Quotation and access them, so maybe it would be sufficient to link the
Image to just one Quotation?
 
Therefore you also could use just one Quotation in you workflow and
explain to the users there can be more Quotations related!=20
 
It is just an idea, hopefully it can be of any use....
 
Robert Verlaat
Accenture Technology Solutions
0031 (0) 6 113 676 96=20
 
 
Hi All:
 
We are implementating a number of CRM/Image document workflows where we
have run into a performance snag when the number of offering line items
exceed 250. SAP recommends that we split any CRM offering documents that
exceed 250 line items into separate documents to avoid performance
degradation.  However, since we have only one image document per
multiple
SAP offering documents, we would like to assign the image to all related
documents automatically. We have not yet determined how we will group
the
related SAP offering  documents but we are assuming with custom code we
can
create a field that links all related documents.
Has anyone implementing CRM workflows and imaging encountered a
situation
of this kind?
Has anyone worked with workflows and documents in another application,
where it was necessary to process a number of SAP documents as a grouped
workitem linked to one image document?   In our solution we are using
both
early and late assign  functionality.
 
Thanks,
Dale Davis Jones
IBM / SAP Certified Managing Consultant
Workflow/Webflow/CRM/ECM
IBM Business Consulting Services
Phone: 845-691-7861
           T/L 8-320-8440
  Internet Address: DKDAVIS at US.IBM.COM
 
.......You can never discover new oceans unless you have the courage to
lose sight of the shore..........
 
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