(1) 在SAP CRM里创建一个Lead后,会观察到有一个Opportunity自动生成,这是通过什么后台逻辑实现的呢?

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

检查前台日志或者后台事务码SLG1,发现有很多属于用户WF-BATCH的日志. 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里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

(2) 到SAP CRM后台检查工作流对应的customizing:SPRO -> Customer Relationship Management -> Basic Functions -> SAP Business Workflow -> Perform Task-Specific Customizing

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

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

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

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

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

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

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

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

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

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里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

(7) In Step 378, it creates OPPT

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

(8) Check the work item status via TCODE SWI1

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

一些有用的链接

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SAP CRM里Lead通过工作流自动创建Opportunity的原理讲解-LMLPHP

04-17 19:43