Multilevel Categorization

Hello,
I'm looking for a solution to have two categorization blocks in one service order.
First categorization is used for internal categorization, captured by service admin.
Second categorization is used to store an external categorization, captured e.g. by customer in an external tool.
Both categorizations are independent from each other.
Regards
Juergen

Hi Sree,
Multilevel Categorization is used to categorise ur business transactions based on certain criterias. They also help in Auto Completion of a transaction.
In order to get the same in IC WebClient
<b>1. Create a schema, using Category Modeler.</b>
This can be done only in PCUI. You can open the individual BSP application( CRMM_ERM_CAT) for category Modeler and create a schema with category levels.You can refer CR410 for the same.
You will have to assign the subject profile to the schema. Activate the Schema by changing the status to Released. It takes 24 Hrs for a schema to get activated.( The status automtiaclly changes to ACTIVE)
<b>
2. This subject profile is also assigned to the transaction type.</b>
<b>3. In the business transaction profile tick the checkbox Categorization.</b> This will ensure that the categorization is shown in CIC Webclient.
Wish the information is useful.
Regards,
Shalini Chauhan

Similar Messages

  • Multilevel Categorization in the normal Appointment View

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    Hi Macha,
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  • Multilevel Categorization-Autosuggest of suggested solutions-KnowledgeBase

    Hello Friends,
    I need some assistance in resolving the following Issue,
    The scenarios is as follows,
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    The issue is as follows,
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    Thanks,
    Tyler

    Curious - if you go to the document search tab, can you put in a key word and find the solution?  if not then problem is probably with the SAF tool setup.
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  • Problems setting up multilevel categorization in 7.0

    Hello Gurus!
    I used the category schema in 4.0 a couple of years ago, and now I am assigned on a 7.0 project. I am trying to set up multilevel categorization for case management (Trying to deactivate some developlments and go back to standard) but the information I found on help and the experience I had from 4.0 are not helping.
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    I also tried the old style, but the subject profile is not selectable on the BSP and have not found where to link it in SPRO.
    Any help or documentation on this new version will be deeply appreciated.
    Regards,
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    You are right... at least I will post my self found answers in case they may help someone else...
    For the first question regarding case management and categorization...
    I followed the basics, did not assign the levels to a specific catalog (was not sure if this was a requirement) just created a categorization schema and assigned to a case type, my problem was with authorizations but solved by Basis... sorry can not help there. later creates a BSP that took the labels configured and loaded the combos dynamically in order not to use the tree component... and restrict to the values and labels configured. (hoped there would be a standard way to use the labels, but did not receive any answer and this simple steps did the trick)
    To the second part of the question, it was even simpler... just went into CRMD_ORDER, created an activity and selected from the menu Extras->Templates->Create... I am surprised I could not find any documentation on such an easy step...
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  • [BI Content] CRM multilevel categorization - how does it work?

    Hi all,
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    Multilevel Categorization - Category
    Multilevel Categorization - Category GUID
    Multilevel Categorization - Level 1
    Multilevel Categorization - Level 2
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    Code group
    Catalog type
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    Thanks
    Edited by: oleg on Mar 25, 2011 5:35 PM
    Edited by: oleg on Mar 25, 2011 5:35 PM

    Hi Oleg,
    Below links will help you:
    http://wiki.sdn.sap.com/wiki/display/CRM/How-ToGuideAddmultilevelcategorizationcomponentoftheInteractionRecordtootherobjects
    http://help.sap.com/saphelp_crm60/helpdata/En/43/0f3439057d21ade10000000a1553f6/content.htm
    http://help.sap.com/saphelp_tm70/helpdata/en/8d/25166170424cadbd5a128e280e68f5/content.htm
    http://help.sap.com/saphelp_sm40/helpdata/en/43/1df18e355906fde10000000a422035/content.htm
    Hope this will be helpful.
    Regards,
    Jitendra

  • Multilevel categorization not available within the interaction record

    Hello all,
    I want to display in the interaction record categories that I have defined in the Category Modeler.
    I have checked in the IMG, there is the business activity as application area.
    I have defined a subject profile in order to assign it to my interaction record and in the category modeler.
    But the categories are not displayed in the IR.
    PS: SAP System Data: CRM 5.0 - SAPKU50007.
    Please advise.
    Thanks.
    Best Regards,
    Elsa.

    hi,
    Please check if you are missing some steps out of these steps
    In SPRO
    1. Customer Relationship Management >> Interaction Center WebClient >> Business Transactions >> Define Categorization Profiles
    2. Assign this to the web-client profile in Categorization
    3. Default Business transaction type: Make the transaction type you are using for service ticket/ service order default in Business Transaction profile
    4. Customer Relationship Management >> CRM Cross-Application Components >> Multilevel Categorization >> Define Application Areas for Categorization >> check the basis of categorization. Select and go to Parameters. It should generally by the Subject Profile.
    5. Customer Relationship Management >> Transactions >> Settings for Complaints >> Settings for Subjects >>
    a.Define Catalogs
    b.Define Code Groups and Codes for Catalogs
    c.Define Code Group Profiles
    d.Define Subject Profiles
    e.Assign Subject Profiles to Transaction Types
    In Easy Access
    1. Create a short-cut for CRM BSP Application for CRMM_ERM_CAT. A new short-cut will be prepared in your favorites. This will launch the Category Modeler in a browser window. This needs Java.
    2. Once launched Create a new Schema
    3. Assign the schema to your categorization schema
    4. In General Data tab provide the Subject Profile that has been created.
    5. In Categories create the hierarchy as per your business logic and assign the specific code belonging to the code group profile in the subject profile
    6. Once done, come to General Tab, add 10-15 minutes in the current system time and input this data in Valid from time. This is the time after which the Cat. Mod. Will be activated once released.
    7. Change the status from Draft to Released. Depending upon u2018From Dateu2019 and u2018Valid From Timeu2019, the category modeler will be activated. This can be seen in the Service Order/ Service Ticket that you have specified, below the description.
    Hope this helps.
    Best Regards
    Pankaj Kumar

  • Multilevel Categorization and IC Agent

    Hello.
    I need to avoid the creation of Service Requests under some Categories in Multilevel Categorization. I want to know if there is any way to show lees categories of the categorization based for example in the user Business Role.
    The other option that I have is to validate the SR before saving and comparing the selected category vs a Z table that containts Business Role > allowed categories. I think I can achieve this using the BADI ORDER_SAVE.
    Have you ever had a similar requirement?
    JM

    Hi JM
    You can redefine the method GET_V_CAT01 in view Categories of component BTcategories and  write the code to display only those categories which are required for that particular business role.
    Regards
    Naresh

  • Multilevel Categorization on Activities (BUS2000126)

    Hello CRM Experts,
    We facing a problem with Multilevel Categorization on CRM 7.0.
    We know that the multilevel categorization is available for service orders, complaints and also to interaction record.
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    Has anyone had to do this?
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    Diogo Lupinari

    Hello
    Please, see [here|http://help.sap.com/saphelp_crm70/helpdata/EN/46/23f9e3c17b5872e10000000a11466f/content.htm] in order to see how multilevel categorization works with Business Activities.
    Regards
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  • Subject Profile & MultiLevel Categorization

    Hi All,
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    3. Categorization Schema
    4. How they are related & used in Service Ticket Scenario
    Any Help/Hint will be highly Appreciated
    Thanks, Sudeep..

    Hi Sudeep,
    For Categorization we need to create Catalogs, Codes and Profiles and assign to subject Profile in SAP GUI.Then assign this Subject profile to Transaction.
    In Multilevel Categorization we Define Application Areas for Categorization ( i.e COMPLAINT ) and the Subject Profile is assigned here to the Application Area thru Parameter.
    Categorization Schema helps you create and define different categories and sub-categories via Category Hierarchy
    So this way the selection options of one field is depdent on the selection option of the previous field.
    Let me try to explain you with an example could be a silly one.
    Suppose you have a 2 fields *** and Names. In the field *** you have option Male and Female as drop down. IF you select male then the names field should show only male names where as if you select Female then in the Name field you should have options to select only female names.
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    Arup

  • Tables for Multilevel Categorization selected in the Transactions

    Hello guys,
    We are using CRM 2007 IC Web Client. I have set up Multilevel Categorization with 2 levels for Service Orders
    Level 1: Motivo
    Level 2: Central
    When creating a Service Order, I choose both Level 1 and Level 2. And I want to know in which table I can find the both Levels I selected for each Service Order. I mean, I do not need the table with the categories (which I customized in the Rule Modeler)....I need the transactional table where I can find the Service Order ID and the Levels which were selected.
    I performed a trace and I found a  the table CRMD_SRV_SUBJECT. However it only shows me the Level 2 for each Service Order and this has some logic because if I check in the GUI (by using transaction CRMD_ORDER) the service order I created in the IC Web, it only shows me One Level and it corresponds to the Level 2.
    I hope you can help me!
    Many thanks in advance!
    Pablo

    Hello Rupesh and Saumya, many thanks for your quick replies.
    However they do not solve my question.
    Rupesh, those tables that you mentioned are useful to see what I customize in the Rule Modeler with the IC_MANAGER Business Role. I need the transactional table where I can find all the two Levels values that I selected for each Service Order.
    Saumya, as I mentioned in the question posted, we have already been able to reach table CRMD_SRV_SUBJECT. The problem is that the table only shows me the LAST Level I chose in the IC Web when creating the Service Order. In our case Level 2 (as we only need 2 Levels).
    I have just read in the CR410 manual and it says the following which is the cause why I only see the Level 2 in the CRMD_SRV_SUBJECT table:
    "In the IC WebClient the categories can be selected to categorize a transaction. However the categories are only visible in the service ticket in the IC WebClient UI. They are not directly sotred in the service ticket. When the ticket is saved the Catalog/Code Group/ Code of the lowest selected category is stored on the database. The categories are linked via the hierarchy of the category modeler to the codes and thus to the ticket"
    Any suggestions?
    Many thanks for your help!
    Pablo

  • Import multilevel categorization

    Hi all,
    it is possibile to import a schema for multilevel categorization via file?
    regars
    enzo

    Hi Manfred,
    When using the standard import function we get an error message:
    Error in RFC destination xx: this RFC detsination doesn't support import function
    This although the RFC destination has been properly maintained.
    Do you have any suggestions?
    Best regards,
    Harriët

  • Multilevel Categorization Schema

    Hi Gurus,
    I am trying to create a report which shows category level 1, category level 2, category level 3. I found last hierarchy level data in table CRMD_SRV_SUBJECT. But i need to get data from category level 1 to the last category level. Heard that we need to retrieve data through UI classes. I didnt find any such classes in my search. Would be thankful if i get solution on this.
    Regards
    Ethan

    Hello all
    The process I followed to get the first level of the categorization is as follows:
      Table
      CRMC_ERMS_CAT_CA
      Parameters from FM:
      CRM_ORDER_READ
      Condiciones
      Export.
      Param. 
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_CA
      CAT_ID
      CAT_ID = ET_SUBJECT. CAT_ID
      Id de la
      categoría en el esquema jerárquico
      Campos a extraer
      Tabla
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_CA
      CAT_GUID
      X
      GUID de la categoría jerarquica
      Tabla
      CRMC_ERMS_CAT_HI
      Paramteros
      relacionados de la tabla
      CRMC_ERMS_CAT_CA
      Condiciones
      Export.
      Param. 
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_HI
      NODE_GUID
      NODE_GUID = CRMC_ERMS_CAT_CA.CAT_GUID
      GUID de la
      categoría jerárquica
      Campos a extraer
      Tabla
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_HI
      PARE_GUID
      X
      GUID de la categoría jerarquica superior
      Tabla
      CRMC_ERMS_CAT_CA
      Paramteros
      relacionados de la tabla:
      CRMC_ERMS_CAT_HI
      Condiciones
      Export.
      Param. 
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_CA
      CAT_GUID
      CAT_GUID = PARE_GUID
      GUID de la
      categoría jerárquica superior
      Campos a extraer
      Tabla
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_CA
      CAT_LABEL
      X
      Texto de la categoría jerárquica superior
    [CATEGORIA3
    del documento] = CRMC_ERMS_CAT_CA.CAT_LABEL
      Tabla
      CRMC_ERMS_CAT_HI
      Parametros
      relacionados de la tabla:
      CRMC_ERMS_CAT_HI
      Condiciones
      Export. Param. 
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_HI
      NODE_GUID
      NODE_GUID = PARE_GUID
      Id de la
      categoría en el esquema jerárquico
      Campos a extraer
      Tabla
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_HI
      PARE_GUID
      X
      GUID de la categoría jerarquica superior
      Tabla
      CRMC_ERMS_CAT_CA
      Del
      modulo de function:
      CRM_ORDER_READ
      Condiciones
      Export.
      Param. 
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_CA
      CAT_GUID
      CAT_GUID = PARE_GUID
      GUID de la
      categoría jerárquica superior
      Campos a extraer
      Tabla
      Campo
      Conctr.Lógico 
      Variable
      Descripción
      CRMC_ERMS_CAT_CA
      CAT_LABEL
      X
      Texto de la categoría jerárquica superior
    [CATEGORIA2
    del documento] = CRMC_ERMS_CAT_CA.CAT_LABEL

  • 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.

  • Multilevel Categorization & Interaction Record

    Hi Forum,
    I did the configuration to assign categories to an Interaction Record. After the selection of categories and after pressing the button "Save",  we notice that the categorization is not saved in the Interaction Record.
    Any idea ?
    Thanks a lot and

    Hi Saozinha,
    I think that behaviour indicates that no subject codes where assigned to Interaction Record categories (at category modeler).
    The document is saved without that indication, and then  it cannot find that relation between subject code and the categorization chosen level.
    Can you check?
    Kind regards,
    Garcia

  • Multilevel categorization to be Manadatory Field.

    Hi All,
    I have one enhancement requirement,
    Multilvel categorization fileds in UI has to be Manadatory to be filed by agent .
    If agent is not selecting the categorization , transaction will not saved and error message ll
    be shown.
    UI Component : BTCATEGORIES
    View : : BTCATEGORIES/Categories
    Plz Guide .
    Thanks in advance.

    Hi Smily,
    Inorder to restrict the transaction not to be saved, if no categorisation values are entered. You can try implementing the ORDER_SAVE BADI.
    Create a new implementation to ORDER_SAVE BADI and in the method CHECK_BEFORE_SAVE, include your logic to check the Categorisation values.
    You can check the values by passing the transaction GUID to FM CRM_ORDER_READ and checking the output parameter ET_SUBJECT whcih is of type CRMT_SUBJECT_WRK which stores the category values in fields CODEGRUPPE and CODE. You can also retrieve the subject profile and other categorization related details from this parameter.
    So skip saving the transaction if the Categorisation vlaues are not updated.
    Hope this helps you out!
    Regards
    Veena.

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