Followup Document Flow in Sap CRM
Followup Document Flow in Sap CRM
Followup Document Flow in Sap CRM
At this moment, in the assignment block this document flow is already visible.
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To illustrate the relationship I have added some fields such as transaction ID, and relation type using
the personalization option of that assignment block. We can see that the lead with ID 831 is a
preceding document.
Now, from that initial lead with ID 831; I will also create a follow-up appointment of type Store visit.
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If for some reason the opportunity is LOST ; this would mean the employee would set the status of
the opportunity to LOST.
Relevant Tables
Basically there are three tables to see the document flow.
The first one, which works at item level, is CRMD_BRELVONAI. Here you can enter with the
item GUID extracted from CRMD_ORDERADM_I.
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The second one is SRRELROLES. Here you enter at header level, extracted from
CRMD_ORDERADM_H.
The third one is called CRMD_BRELVONAE and basically stores additional attributes of
header document.
Example: using table SRRELROLES to find back the previous document (lead) starting from the
opportunity.
We know that the opportunity is the Follow-up document, so Role Type NACHFOLGER.
Step 1: Via table CRMD_ORDERADM_H we first lookup the GUID of the opportunity with ID 1447.
GUID: E39EE280C481ABF1960400E081B02B67
Step 2: Now; in table SRRELROLES I enter this GUID as OBJKEY, and additionally set the ROLETYPE as
NACHFOLGER.
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Now we copy the value obtained in ROLE A uvxYn3tklF6M103WWR0hPm (which is the role guid of
the preceding document).
Step 4: Go back to table SRRELROLES and now enter the value obtained in step 3 in the field ROLEID.
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This will show us the GUID of the preceding document which would be the Lead.
OBJKEY obtained now is : E39EE1CE74E2D4F1960400E081B02B67
Step 5: enter the OBJKEY as GUID in table CRMD_ORDERADM_H and finally we will retrieve the
Object ID (transaction number) of the preceding lead.
Now thats a hell of a job to perform all these actions just to know the OBJECT ID (transaction
number) of the preceding document. Therefore, your Abap consultant will probably need a better
and more efficient way to obtain this information. That s where the next function module will come
in handy.
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Based on conditions:
OBJTYPE_A (BUS2000108) transaction category for leads
ROLETYPE_A VORGAENGER as we are searching for the preceding document
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