Categorization Schema

Does anyone know if there is a program that currently exists or can be written to upload categorization levels and data into the CRM system automatically?
Also, do anyone know if there is a restriction to the amount of levels and/or values that are defined in the categorization schema?
Thanks,
Darcie

Hi,
usually there could be a problem while using this report with:
- putting in selection screen proper data so the report will find the schema - please be carefull with names, dates
- setting in selection screen future validity date (Valid From), so that report could copy schema, activate it, and after this date/time you could easily find it as it should be the only one active (as if will copy Active one, it should replace previous active one in Quality system) - I usually have one active schema in source system, copy it to target system with valid from currenttime + few minutes. After these few minutes on target system you should find only one active schema (if you are using only one schema)
- there could be problems with authorizations of user you use on source system - you may trace it
- and please check RFC, if its working fine
BR
Radek

Similar Messages

How to sort on category id using categorization schema in SAP CRM 7.0

All,
Currently we are using categorization modeler within CRM7.0 for complaint transactions. It seems that the sortation with respect to the categories which have been defined within a categorization schema, is based on the date that the categories were created (as per sap note 1423480). A business requirement is to have the categories sorted on category id instead of creation date of a category. Does anyone know how to implement this?
Regards, Sander

Hi Marianne,
By standard this is not possible.
SAP recommended to arrange the desired sortation via BADI: CRM_BWA_MFLOW.
We will start implementing this in the upcoming weeks.
Regards, Sander

Service Ticket - Categorization Schema (Codes, Catalogs, Code Groups)

I have a Categorization Schema (attached to a subject profile used as categorization for a service ticket in CRM 2007 IC)
BMW
--- 3 Series
--- 5 Series
--- Z4
Mercedes Benz
--- C Class
--- E Class
--- S Class
I have
Catalog - "Cars"
Code Group "BMW" with it's Codes (2, 5, Z4)
Code Group "Mercedes" with it's Codes (C, E, S)
When I create the Schema each node asks me for a Subject Code. In the dropdown I get 2,5,Z4, C, E, S.
How do I just get it to show the codes in the subject code dropdown relevant to either BMW or Mercedes?

Hi David,
I can easily relate to your concern as i was also involved with the same.
Actually category schema will always give you list of all the codes because there is no heirarchy maintained. Hence , it is a one time activity wherein you will have to select the particular codes from the list of all codes for your schema heirarchy.
I gave the description to my codes to make it simpler..
ie..category 4 for me reads -->Cars-BMW-Z4
--->cars-MZ-C
This is just a help so that you can easily reach your correct code from the list of codes to be assiogned for your category modeler
this is one of the most laborious tasks, although it can be imported and exported.
hope this helps
Thanks
Regards
Raj

Exporting Multilevel Categorization Schema

Hi,
I am exporting categorization schema using FSSC_RDS_CATSCHEMA_EXP_IMP standard Report Program. It exports the data in Text file in 2 sections, 1. header Data 2. Detailed Data. In detailed data section The first five columns contain the hierarchy level and the category ID. The sixth and seventh columns contain the category name and description.
My requirement is I need to Export Extended attributes i.e. 'Valid From Date & Valid To Date' also in Detailed data section.
Can anybody guide or help in this case.
Many Thanks,

Hi Singh,
First you can read the details with function module CRM_SUBJECT_READ_OW for each order by passing A and B for header and item respectively.
Now to find out the valid from and valid to dates, you can go to table CRMC_ERMS_CAT_AS.
Something similar you can find in How to maintain multi level category in a transaction
Thanks,
Faisal.

Search using second categorization schema not working

Hi.
We're currently using SolMan 7.1 for quite some time now and we've successfully set up 2 categorization schemas. However, we recently noticed that the second categorization schema doesn't seem to work when we try to search for transactions using categories from this schema. Can you pls. give us an idea on what configurations we could be missing out on? Will greatly appreciate your help. Thanks in advance.
Regards,
Theresa

Theresa Viña Ng wrote:
Hi.
We're currently using SolMan 7.1 for quite some time now and we've successfully set up 2 categorization schemas. However, we recently noticed that the second categorization schema doesn't seem to work when we try to search for transactions using categories from this schema. Can you pls. give us an idea on what configurations we could be missing out on? Will greatly appreciate your help. Thanks in advance.
Regards,
Theresa
Hello, Theresa. I don't know if this problem is still actual for you - but may be SAP Note 2060164 (Category search criteria is not working for 2nd MLC schema) will help you...
BR,
Artem

Steps to use Classification w service tickets- No categorization schema

I have been searching SAP help & SDN but no luck figuring what steps I need to do to use the classification in the Service Ticket.
1. I used the category modeler to create a 2 level schema.
1a. schema assigned to busines activity ticket in application area, parameter = subject profile, Value = ZACT00002.
1b. status is released
1c. in the categories I assigned to a catalogue / code group / code ZACT00002 (as set up in the IMG - Catalogues, codes, profiles)
2 I assigned the DEFAULT categorization profile to my IC profile (has service allowed to 4 levels)
3. I don't have a service product assigned but not sure I need one (nor know how to assign one)
But when I confirm a BP, the error message > >>>
No categorization schema assigned to application area (BUS_ACTIVITY, SUBJECT_PROFILE, ZACT00002)
& go to service ticket, the classification field is still empty.
Would appreciate if someone could tell me what I am missing.
Edited by: Glenn Michaels on Feb 12, 2008 2:34 AM

Hi Glenn
The Status of the Schema should be active. You can set a Date & Time From (and To) which the schema is valid for.
Normally the default from date is set for 24 hours time, which means you wait till the schema is active before you test, however you can change this, I usually set it to 10 minutes in the future.
That is probably your main issue at the moment, once the Schema is "Active" you should have more luck.
You will need to create a Product for "Service", called INVESTIGATION. Wihout this product you'll be dogged with product related errors.
Before you create the INVESTIGATION Product you'll need to ensure a Hierachy and Category exist which the Product can belong to. I think the Best Practices guide will help you with this.
If you get stuck further, drop another hit.
Good Luck.
Arden.
Reward with points if helpful

No Categorization Schema assigned to application Area

Hi Friends,
I am getting following error message while creating a BP Contact persom from IC WebClient.
"No Categorization Schema assigned to application Area(BUS_ACTIVITY, SUBJECT_PROFILE, ACT000001)"
The BP's are getting created, but the message appears once we try to identify the account.
I think I am missing some configuration.
Can you pls help me on this ?
Thanks and warm regards
Purnendu

Hi Maiti ,
Category modeler provides you four fields in the order type you wish to see it these fileds can be used as per your requirements and you can set a logical drop down say if A is selected in the first field then what should appear in the second & so on .
To activate
1.Add the CRM BSP application CRMM_ERM_CAT
2.Launch the category modeler
3.Select the advanced search and then go
4.Create new schema
5.keep the status in general tab as draft,go to application area and select the service ticket(where you want to see it).Go to categories tab
6.Here you create a sub note say product
7.create a subnote to this which will appear in the next field when product is selected in the first....and so on.
Now once the logical seq is set ,go to general tab and set the status to released.It takes 24 hours for the schema to be active .Once it is active you can see the fields in your application area

No categorization schema assigned to application area SERVICE_ORDER ...

Hy guru,
when i go to the service ticket in Interaction center Web Client, i canu2019t use the multilevel categorization.
I have created in ic_manager a schema which I assigned the area application u201Cservice orderu201D, but when I go to the service ticket the following message error is shown:
No categorization schema assigned to application area (SERVICE_ORDER, SUBJECT_PROFILE, SERVICE),
and in the area u201Ccategorizationu201D, there is only the button u201CAuto Completeu201D disabilited.
Can you help me???
Thanks
Virginia

Ok, then go through it and do not forget to deploy your settings.
For more information regarding the CM, check this [link|http://help.sap.com/saphelp_crm50/helpdata/en/cf/86c9c802dc4c92a9f8d43bdf5d426e/frameset.htm]
I hope it will be helpful.
Regards
AleX
Edited by: Alexandro St. Torro on Dec 1, 2008 5:38 PM

Error No categorization schema assigned to application area (, , )

hi all,
i am getting the error( No categorization schema assigned to application area (, , ))
in web ui while clicking on category drop down in service request.
it is working fine before ehp1 enhancement but now it is showing error.
but still functionality is working only error is displayed.
plz tell me the required step for it.i have even tried note:1268739

Did you resolved this issue? I am facing same error message now in EhP1...

How to upload Categorization Schema that has extensions

Hi CRM Gurus..
I am able to upload the categorization schemas using file upload upto the levels I need.
The issue I am facing is that we have an extension at the last leaf level which needs to be updated as well.
Do anyone have the idea of how to add the extension fields.. I am using CRM_ERMS_CAT_CA_CREATE and CRM_ERMS_CAT_CA_UPDATE function modules for creating the category schema.
Regards
Sandeep

You generally can't upload a folder to a website, but some sites allow you to select multiple files. You'll have to refer to the specific website instructions to see if that's possible.
Alternatively, it might be appropriate to first compress the folder in the Finder using rightclick, then "Compress", which creates a single .ZIP file - then upload this file.
Matt

Categorization schema and Qualification catalog

Hi,
I have to create a categorization schema and then a new category. I tried following post on SDN:
How to use the 4 level Categorisation Schema
Bit I could not understand why and how this schema is created in CRM 7.0. They speak about some category hierarchy in this post but where it appears on WebUI?
Same doubt is with Qualification catalog. Why and how it is created in CRM 7.0?
Your help is highly appreciated.
Regards,
Shikha

Hello,
Regarding your questions concerning categorization, here are a few hints:
1) Why ? If you need any of the provided functionnalities described in the following online help:
http://help.sap.com/saphelp_crm70/helpdata/EN/48/bbe9add6b3356be10000000a421937/frameset.htm
2) How ? I don't think you will find any better explanation and step-by-step procedure than in the thread you've mentioned. So if you are facing any issue, kindly be more specific.
3) Where ? Service ticket creation screen, interaction record, case management, etc.
I'm sorry, but I'm not familiar with "qualification catalog".
Regards,
Nicolas Busson

Categorization schema moduler

Hi expert,
We are upgrading 4.0 to 7.0. On Service Process and Confirmation screens, the older version is using Subject Code while in new we would need to use Category (multilevel). The conversion schema is supposed to be created in Moduler in WebUI but I don't see it in anywhere as we are not using Knowledge Management in ICW (I saw a post talking about in ICW with KM). Can you shed some light on where I can access the moduler? What role is required in case needed.
Thank you in advance.
Steven

Hi Steven
Heres how to create multi-level categorization:
1. Login WebClient using Business role IC_MANAGER.
2. NavBar > Knowledge management > Create > Categorization Schema
3. Application area > New >
Application ID = "Service Order"
Parameter = "Subject Profile"
Value = Select your Subject profile.
4. Category Hierarchy > New > now on the right side select subject code from drop down
5. Repeat step 4 to Create the required levels, sub levels and assign them subject codes.
6. Now select the root (Schema ID) and on the right change valid from date 5-10 min in future.
7. Change the status to Released and save.
Check this link for more details:
How to use the 4 level Categorisation Schema
http://help.sap.com/saphelp_crm60/helpdata/en/43/0d74a0b2ab21ace10000000a1553f6/frameset.htm
Hope this helps
Rupesh Patil

Categorization schema - Update category codes in old transactions

Hello all,
How can I update older CRM cases to reflect category codes belonging to an Active categorization schema? Any custom development needed?
Thanks
JD

Hi JD
Very simple...just cannot be done (or should I say shouldn't be done).
The Category Modeler is ruled by version control.
Effectively it says, when was this Transaction Created (Date & Time), therefore what Category Modeler version was active at this Date & Time. For the Active version then only allow the values which made up the Category Modeler.
However, there is a way to trick the system. In Transaction CRMD_ORDER you can view your transactions and you'll be able to select the required values you seek as their is no version control logic present in this function.
HOWEVER...certainly in our case we have serious issues with our BW Uploads when this is done. As our Category Modeler extractor cannot determine how to match the Category selected to the actual Category Modeler.
My advice...DO NOT TRICK THE SYSTEM...stick with the way it was designed.
Regards
Arden

Categorization schema version

Hi All,
I am trying to create a draft version for Categorization schema from active version, active version has subject codes assigned at last level, while creating a draft version these subject codes are not copied to draft version. Please suggest.
Regards,
S Reddy

dear friend,
1. select the 'Active' version and hit New
2. edit your new cat. schema ; goto General Data and set Valid-From Date and Valid-From Time, also set Status 'Released'
3. 'Save' your new schema
await for that date/time (you've just set as Valid-From), log in to WebUI and check it out
good luck!

Categorization Schema overlaps

hi everyone,
I'm creating a new categorization schema.
When i insert in application Area "service order" and subject profile "SAP Standard Damage" it returns a me an another schema, in schema per Application Area, because the system have found another schema with the same subject profile.
Now i have in application area two schema, so when i switch to status "release", i have obviously the following error message: "Schema overlaps with released schemas in application area (SERVICE_ORDER, SUBJECT_PROFILE, SERVICE)".
How could i delete or deactivate the old schema found?
Please Help me!
Best regards!
Virginia

Hi Virginia
Create a new version of the schema you want to remove.
Set the activate and end date of your schema to be 1 minute apart and release.
The new version with then deactivate after a minute which should allow you genuine new schema to be released shortly thereafter.
If you need more assistance let me know.
Regards
Arden

Categorization Schema

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