Actions are used in maintaining and improving business relationships.

We can schedule and start

predefined conditions with the Actions component by means of user-definable conditions from transaction
and marketing objects.
Actions use the Post Processing Framework (PPF! a "asis component! which can be automated with the
initiation of outputs! follow-on documents or workflows. #sing the Actions tab page within a business
document! you can display a list of actions that can be included in the business transaction.
An action profile is determined from the corresponding transaction type or item category.
Actions are stored as action definitions within an action profile.
$ou can control action processing using different settings and parameters%
Action changeable or e&ecutable in dialog
Action displayed in toolbar ('AP (#)
Processing time (when saving the document or via selection report
Partner dependence
*etermination techni+ue
Action merging
Processing types (with entry of the desired form name
,.- FEATURES OF ACTIONS
$ou can define actions dependent on conditions so that the system automatically schedules and starts
them when the conditions are fulfilled. With actions you can%
.reate follow-up transactions automatically
/&ecute changes in the transaction or marketing object currently being processed! for
e&ample! create new items! or status inheritance by subordinate elements in marketing
objects
0utput in print! by fa&ing or e-mail
Actions are displayed in transaction documents that support actions and to which an action profile is
assigned. $ou can display a list of actions scheduled for the document on the Actions tab page of a
transaction document. 1he following information is displayed in the list for each action%
'tatus (action scheduled! action processed
*escription (purpose of action
.onditions (settings for action definition and conditions are displayed
.reator! .reation date
1here are various processing types for actions%
2ethods ("usiness Add-)ns
2ethods are "usiness Add-)n ("A*) implementations. $ou can define your own "A*)
implementation to adapt actions to your processes and needs. (/3/.42/150*.A664PPF is the
relevant "A*).
/&amples for standard methods include the following%
.0P$4*0.#2/71 (create a follow-up document
.02P6/1/4*0.#2/71 (set status completed within document
.8/*)142/20 (create credit memo item
8/PA)84)1/2 (create a repair item
,04/9/714.8/A1/ (create a workflow event
'AP "usiness Workflow
1his is suitable for more comple& processes! for e&ample! a follow-up transaction that includes an
approval process.
'mart Forms
'AP 'mart Forms must be used to print! e-mail or fa& documents such as an order confirmation. $ou
can use the graphics tool! SAP Smart Forms! to design the layout of output forms.
'AP delivers several 'mart Forms for outputs in 'AP .82%
Form .82408*/84.07F)82A1)074:, (suitable for fa&es! letters! and e-mail
Form .82408*/846/A')7(4:, (suitable for fa&es! letters! and e-mail
Form .8240PP081#7)1$4:, (suitable for fa&es! letters! and e-mail
'AP 'mart Forms offer the advantage of adapting forms without re+uiring programming knowledge!
thanks to a completely graphical user interface.
When you re+uest a printout of a form! the application program obtains the relevant data to be used
and prints it on the form. *ata retrieval and form logic are separated from one another.
'AP 'mart Forms replace 'AP-'cript forms (migration from 'AP-'cript forms to 'mart Forms is
supported.
-.: HOW TO CREATE AN ACTION
-., STEP-BY-STEP PROCEDURE
-.,., /nter into any 'AP-.82 'erver and move to 1ransaction 'P80.
-.,.- Press 'AP 8eference )2( -; .ustomer 8elationship 2anagement -;"asic Functions -; Actions -;
Actions in 1ransactions.
-.,.< 1o create an Action Profile = .lick on . First read the
documentation.
-.,.> 7ow Press the /&ecute "utton to start creating an Action Profile.
Click here to coti!e...
-.,.? .lick . /nter the *etails to create Action Profile.
-.,.@ .lick . /nter the *etails to create Action.
-.,.A .lick . /nter the *etails to set Action.
)n the Processing 1ime *etails! there are < 0ptions.
Processi" Usi" Selectio Re#ort gets started after a selection report is e&ecuted if the start condition
has been fulfilled.
Imme$iate Processi" gets started as soon as the start condition is fulfilled.
Processi" %he sa&i" a Doc!met gets started when the document is saved'
-.,.B .lick . /nter the *etails to 'et #p Partner *etermination.
Parter De#e$et makes this Action as dependent on Partner. 1he partner you choose is the one! for
which the action triggers. )t first checks whether that Partner e&ists or not. )f not! it throws an /8808.
-.,.C .lick and select the Processing. 1he processing that we select is the one on
which we want the Action to work on.
Processing can be of various types such as%-
'elect the one you want. For this case select Work(lo%'
-.,.,: .lick and /nter the Workflow 7umber that you want to assign with this Action.
-.,.,, .lick and /nter Action *escription.
-.,.,- .lick and assign 'chedule .ondition.
Sche$!le Co$itio decides whether an action should be scheduled for processing or not. An action is
therefore generated only if the schedule condition is met. )t is not mandatory to assign a schedule
condition.
Click here to coti!e'..
'elect anyone that suits your re+uirement and proceed further.
-.,.,< .lick and assign 'tart .ondition.
Start Co$itio is checked before an action is e&ecuted. 1he Action is e&ecuted only if the 'tart
.ondition is satisfied.
5ere you wonDt be able to assign a 'tart .onditionE there is another tab in Actions where we can assign
'tart .ondition.
-.,.,> .lick and Action .onfiguration is complete.
.lick and save it in a 1ransport 8e+uest.

-.,.,? 1o assign 'tart .ondition -; (o-to step -.,.- -; .lick on .hange Actions and .onditions -; *efine
.onditions.
)n 'cheduling of Actions! find your Action = 1est an Action Profile.
)t shows you the entire Action that you created till now.
1o assign start condition! .lick on 'tart .ondition 1ab.
.lick /dit .ondition to enter a condition.
/nter a .ondition.
.lick FGD.
.lick on 'A9/. 'ave it in the same 1ransport 8e+uest as /arlier.
And hence! this completes your Action Profile .reation for a Workflow.
'imilarly! we can create Action Profiles for other processing also.