Why I cannot create follow up transactions in CRM Fiori Application

Created by Wang, Jerry, last modified on Jul 21, 2015

When you try to create follow up transactions in Fiori ui, you get the following error messages:

Why I cannot create follow up transactions in CRM Fiori Application

there are two possible reasons:

  1. There are some error messages in task, which could be found in Fiori ui by clicking button “Messages”.

Why I cannot create follow up transactions in CRM Fiori Application

Once you resolve all error messages there, the follow up transaction creation could succeed.
2. Check the customizing for follow up transaction types in this SPRO path:
Transactions->Basic Settings->Copying control for business transactions->Define Copying Control for Transaction Types
How to resolve all task errors?
approach1: configure the necessary organization determine procedure to ensure every time the task is created, the related sales organization data could be correctly determined accordingly.
approach2: Manually fix all errors in WebUI. The reason is in My task Fiori application, there is no UI to maintain required Sales Organization related data. You have to maintain them only in WebUI.

Why I cannot create follow up transactions in CRM Fiori Application

Maintain Sales Organization related data in assignment block “Organizational Data”.

Why I cannot create follow up transactions in CRM Fiori Application

Also maintain Sales Representative in “Parties Involved”.

Why I cannot create follow up transactions in CRM Fiori Application

After all error messages are eliminated, the Messages button will be disabled, which means now you could create follow up transactions.

Why I cannot create follow up transactions in CRM Fiori Application

You can now see expected creation UI:

Why I cannot create follow up transactions in CRM Fiori Application

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Why I cannot create follow up transactions in CRM Fiori Application