SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

i042416發表於2018-12-21

(1) 在SAP CRM裡建立一個Lead後,會觀察到有一個Opportunity自動生成,這是通過什麼後臺邏輯實現的呢?

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

檢查前臺日誌或者後臺事務碼SLG1,發現有很多屬於使用者WF-BATCH的日誌. Who is WF-BATCH? WF-BACTH is a Workflow administrator user to identify and handle all the workflow related jobs (BACKGROUND), it has “SAP_ALL” authorization.

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

(2) 到SAP CRM後臺檢查工作流對應的customizing:SPRO -> Customer Relationship Management -> Basic Functions -> SAP Business Workflow -> Perform Task-Specific Customizing

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

(3) From the start events setting, we know the workflow should start if the Lead is ‘Hot’ and with error-free.

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

(4) Go to TCode SWDD and check workflow WS10001011 settings, in step 000223, it checks whether opportunity can be automatically generated

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

(5) Check the condition: LEAD.priority = 1 or LEAD.Lead Group = 0001

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

Check the lead 3787 in DB, its priority is ‘1’ and ‘Hot’

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

So, Lead 3787 in this example will automatically generate an opportunity.

(6) In Step 321, it will set the status to SAAC(Accepted by sales)

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

(7) In Step 378, it creates OPPT

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

(8) Check the work item status via TCODE SWI1

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解

一些有用的連結

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SAP CRM裡Lead通過工作流自動建立Opportunity的原理講解


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