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Follow Up Service Request from ERP Sales Order

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Hi,

 

       I have a business requirement to create a custom Service Request(Z) as a Follow Up to the ERP Sales Order (ZX) in SAP CRM.

 

       I have maintained Copy Control: SPRO --> CRM --> Transactions --> Basic Settings --> Copy Control for Business Transactions -->Define Copy Control for Transaction Types. I have added the ERP Sales Order Document Type (ZX) as Source and the custom Service Request (Z) as Target.

 

     I have also maintained the channel for the ERP Sales Order and the custom Service Request as "Interaction Center Webclient". This is done at SPRO --> CRM --> Transactions --> Basic Settings -->Define Transaction Types.

 

      I also created a new Profile ID for Object Relationships and I assigned it to my ERP Sales Order at SPRO --> CRM --> Transactions --> Basic Settings -->Define Transaction Types.I created the Profile ID for Object Relationships under: SPRO --> CRM --> Transactions --> Basic Settings --> Define Object Reference Profile.

 

      However, after all of this customization, I still do NOT see my Service Request as a Follow Up Transaction to the ERP Sales Order when I click on "Create Follow Up". I would like to see in the pop up box to select so I can select it. Please see screenshot below (and attached).

 

ClickingFollowUpOnERP SalesOrder.jpg

      What am I missing? How do I get the Service Request to be an Follow Up Transaction to the ERP Sales Order?


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