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Detailed steps for automatic change of the Status of a transaction using SAP Actions and Action Monitor –

SAP Functionalies used –

1.Action Profiles

2.Batch job scheduling using Action Monitor

Example illustrated below – Change of Status of Appointment from OPEN to CLOSED

1) Create Actions with Wizard –

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2) Use Method Call

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3) Use method –  SET_DOCUMENT_STATUS ;

4) Processing time – Processing using selection report

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5) Enter Element / Name, Structure and Field. This data is very essential and please key in these values only.

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6) Go to Initial Value , Maintain initial value as – FINI

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7)  Go to change Actions and Maintain Start Condition in Change Actions and Conditions –

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8) Start Condition – To Date = Current Data of Application server

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7) Assign ACTION Profile to Transaction Type –

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8) Status Profile of the Transaction Type –

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9) Create an Appointment

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10) Enter Activity Partner –

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11) Save the Transaction , The Status is OPEN

Go to Actions tab and execute the Action manually –

Action is processed –

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12) Go to details tab, on saving – Status changes to CLOSED.

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13) Create 2 appointments and save with Start date as today  and  with end date today and 2 Activities  with start date tomorrow and end date tomorrow

Using Action Monitor :

Using Action Monitor and Background processing to automatically change Status for the 2 Activities with end date today –

1) Go to Action Monitor – Tcode – CRMC_ACTION_JOB

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2) Enter Action Profile and save –

3) Create Variant and put Only for background processing and click SAVE . Please make sure to select Processing without DIALOG as this runs automatically in background.

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4) Go to SM36 ( For scheduling background jobs) –

   Create job and save –

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Enter Program – RSPPFPROCESS (Program name for Action Monitor) and choose variant created and save –

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5) Go back, Click on Job Selection – Put job name and check job status as scheduled and Click Execute –

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6) Check the box next to the job and click on Release –

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7) Select processing time as immediate and save to check. We can set the job periodically to run at certain intervals and auto-close all the activities which meet    the criteria without any manual intervention.

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8) The job gets Executed –

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The Status for the 2 transactions with end date as today has changed to CLOSED while for Transactions where Start condition is not met it has not changed.

Authors –

Neha Manikumar

Apoorv Dhawan

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