Automate the Process of Rescheduling Actions in the Action Job Monitor

  • by Sreekar Reddy Pula, Senior SAP CRM Consultant, The Principal Consulting, Inc.
  • November 30, 2011
Use an enhanced Business Add-In (BAdI) to automate the process of scheduling successfully executed actions in the action job monitor. This process is not available in standard SAP, as rescheduling all successfully executed actions affects performance. Save time by not having to open each document manually and reschedule it for further execution, and avoid performance issues by only rescheduling specified actions.
Key Concept
The action job monitor (transaction CRMC_ACTION_JOB) is used for automatically executing all scheduled actions on documents. It can execute all header and item level actions for all orders at once without opening each order (using the transaction crmd_order) and can schedule them individually.

A service-based company provides service to its customers by visiting the customer site on a daily, weekly, or monthly basis. Every day, service representatives carry relevant service documents (service orders, contracts, and confirmations) to the customer site with them. Therefore, every day managers must use the SAP Smart Form tool to generate PDFs of the service documents and send them to each representative. The process can be automated using the action job monitor (transaction CRMC_ACTION_JOB), which executes each action that a manager schedules; in this case, the generation of PDFs.

Once the action job monitor successfully executes a scheduled action, however, it does not determine or schedule actions again for further execution. If actions that have been executed successfully have to be scheduled again, a manager has to open each document individually and schedule it manually. Rescheduling each action on each document is a tedious, time-consuming process.

By customizing a Business Add-In (BAdI), managers can reschedule these actions automatically, saving themselves the trouble of rescheduling each individual printing and sending every day. This frees up time for more important activities.

I first explain the standard process for scheduling actions in the job monitor, and then demonstrate how to enhance the process using the custom BAdI. I use a service order as my example throughout, but the process can be used to run actions on any existing service document, as well as other actions that are not rescheduled automatically after being executed.

Some prior knowledge about defining and scheduling actions for documents in the action job monitor is assumed. This process is demonstrated using SAP CRM 7.0, enhancement package 1, but can be used with SAP CRM 5.0 and 6.0.

Sreekar Reddy Pula

Sreekar Reddy Pula is a senior consultant at The Principal Consulting, Inc. He has four years of SAP CRM consulting experience, with experience in the sales and service modules of SAP CRM 2007 and SAP CRM 7.0. He also has experience with GenIL and BOL programming.

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