As an administrator, you can define additional document types for attachments. .. Follow these steps, making easy happening, and keeping your customer happy. J
In this blog, I show you this point:
Then, “souls to work…”
Scenario
We need to attach three different types of documents in the 'Attachments' tab of the sales quote and validate that these documents were attach.
Pre-requisites
Administrator permission in scoping activities and access to Cloud Application Studio.
2. Define additional document types for attachments by usage. (4, 5, 6)
In this step, you need to repeat the process for each document that you need to appear in the header of the sales quote attachment.
3. What kind of usages you can find?
In this table, you can find the usages available in the system. At the 2008 release, you have 17 options.
4. How to see the definition of the attachment made in step 2? (7, 8, 9, 10, 11, 12)
Open a Sales Quote and select the attachment tab for add the files.
5. Validation in Cloud Application Studio
Useful link:
https://answers.sap.com/questions/110672/can-sap-c4c-show-an-alert-if-any-document-to-be-up.html
конец... Enjoy! 🙂
DRT
In this blog, I show you this point:
- Select the relevant usage.
- Making the validation in CAS?!
Then, “souls to work…”
Scenario
We need to attach three different types of documents in the 'Attachments' tab of the sales quote and validate that these documents were attach.
Pre-requisites
Administrator permission in scoping activities and access to Cloud Application Studio.
- Select the relevant usage for Sales Quote Header
- Go to Implementation Project à Open Activities List à Customer-defined document types for attachments (1, 2, 3)
2. Define additional document types for attachments by usage. (4, 5, 6)
In this step, you need to repeat the process for each document that you need to appear in the header of the sales quote attachment.
3. What kind of usages you can find?
In this table, you can find the usages available in the system. At the 2008 release, you have 17 options.
| No | Usage |
| 1 | Lean Invoice |
| 2 | Appointment (incl. Visit) |
| 3 | Phone Call |
| 4 | |
| 5 | Task (Activities) |
| 6 | Sales Quote Header |
| 7 | Sales Quote Item |
| 8 | Contract Header |
| 9 | Installed Base |
| 10 | Installation Point/Registered Product |
| 11 | Lead Header |
| 12 | Opportunity Header |
| 13 | Sales Order Header |
| 14 | Service Ticket |
| 15 | Business Partner |
| 16 | Registered Product(Obsolete) |
| 17 | Unified Transport Management |
4. How to see the definition of the attachment made in step 2? (7, 8, 9, 10, 11, 12)
Open a Sales Quote and select the attachment tab for add the files.
5. Validation in Cloud Application Studio
- Go to In Validation-BeforeSave… and let me know if you want to know the step by step…
Useful link:
https://answers.sap.com/questions/110672/can-sap-c4c-show-an-alert-if-any-document-to-be-up.html
конец... Enjoy! 🙂
DRT
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