Case Management - Linked Object

Dear Experts
I'm using CRM 5.0 and Case Management within PCUI. I'd like to allow only specific transaction types to be created for each case type.
For example, from a case type ZCASE1 => Only activity type ZACT1 can be created. From a case type ZCASE2 => only activty type ZACT2 can be created.
How could I achieve this?
Thanks in advance
I'll reward points for sure.
Stephanie

Dear Alexander,
Please query the case header table SCMG_T_CASE with the case guid. This will give you the technical key for the record. If you need to get back the Document ID for the record then you will need to instantiate the CL_SRM_POID class for the technical ID & then retrieve back the Document ID. Please check cookbooks at http://www.sdn.sap.com/irj/sdn/nw-ecm?rid=/webcontent/uuid/80194853-fa8a-2c10-3ca8-d17671671993. [original link is broken]
Best Regards,
Pragya

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Case management link tables in CRM

Hi Experts,
Can any one suggest me the table name where I can find the case details like statues and dates maintained in a particular case.In our business scenario we assign Business activities in the Case. I would like to know is there any link table to find the activities assigned to a case aswell as the status details of particular case.
I have tried getting the table names with CRMCMG but it didnt help.It would be of great help to me if you can share any information you know regarding this concept.
Regards,
Ravi

Ravi
When it comes to status, jest tables are your friends. Maybe view CRMV_INDEX_JEST can help you or, at least, be a starting point for your investigations.
Regards
Joaquin

Case management - BAPI_CASE_CREATE, BAPI_CASE_ADDELEMENTS

Hi,
I want to create case with linked objects. I can link business partner, account .. but i can't link other case as case item. I have always error message Internal error: class CL_SCMG_CASE_API; method ELEMENT_INSERT. I use the same kind of parameters as by business partner. I also check class CL_SCMG_CASE_API, but there i have the same error message.
Have any idea, how to do this ?
Thanks,
Peter

Hi,
Can you try the following BAPI - BAPI_CRMCASE_CREATE from the Function Group - CRM_CMG_BAPI. I guess this will at least give you some idea as to how to proceed. Also, have a look at the Function Module documentation which will give you an idea of the sample code.
You can also have a look at the following Class Method - cl_crm_cmg_manager=>create_case. I found this in CL_CRM_CMG_IL which is the SAP CRM 6.0 Genil Component Class.
I hope this will help.
Thanks and Regards,
Samantak.
Edited by: Samantak Chatterjee on Oct 26, 2010 4:03 PM

Remove Linked Objects Case Management

Dear Guru's
I would like to find out how I can permanently remove some of the linked objects that are offered by the system in case management ie TC scase . We are only going to be using the Business Partner object to assign a BP to a case, and the Business Transactions object for activities, the rest are irrelevant. I know you can delete them during the editing of a case, but I would like to permanently remove them.
Your help will be most apprecited

Ok I found the solution for that, what I did is in TC scase under [b]CRM Case Mgt->Record and Case Records Models->Modeler for CRM Case Records , on the subscreen I chose start search and then selected the Modeler that I am using which for was the standard which came with the system is CRM 4.0: Integration IC Webclient/BSP UI. I put it in change mode, and for the object that I do not need to use, I clicked on them and clicked deactivate. Which is more than half for me.
Having done this you will see that for all the objects that you have deactivated, they do not appear during the creation of a case.
Hope it help hey.

Dispute Case - Linked Objects- Various- URL

Hello,
We have a requirement to create a Dispute Case through a custom interface program. We have been doing this using BAPI_DISPUTE_CREATE.
Now, I need to programmatically link a URL to Dispute Case -> Linked Objects->Various->URL. An custom element type for u2018URLu2019 was configured in the Registry for this in our SAP system.
This is usually achieved programatically using the tables parameter OBJECTS of the BAPI. We have to pass the OBJ TYPE & KEY to this parameter.
Since configuration does not allow the BOR_TYPE to be defined on tab u2018Connection Parametersu2019 of the Element Type URL in the Registry, what OBJTYPE and KEY works for this?
Thanks,
Smitha/Aneel

Hello Andy,
I have a question. We're also trying to use BAPI_DISPUTE_CREATE in order to create dispute cases, but the function needs a unique GUID number in order to create the dispute case. How did you manage to maintain this guid number?
Because of this problem, we started using the function UDM_DC_CREATE, which generates a GUID itself, if you do not maintain one.
Sorry for the inconveince, the problem was because of a wrong attribute, I can create a dispute case with this function without maintaining the guid id.
Edited by: Karabiber Kerem on May 21, 2010 11:03 AM

How to create a case in case management with QM02 link?

Dear Gurus,
I have to create a case in case management with link to t-code QM02. Any help would be appreciated.
Thanks,
GSM

Hi..
Easy transaction to Case Management customizing is SCASE_CUSTOMIZING. There you have an overview of the customizing of case management.
Also carryon these steps one by one...
Case Management Basic Settings :
Define Number Range Intervals for Case
Define Case Types
Determine Permitted values for attribute
Create values for "Category" attribute
Create values for "Cause" attributes
Create values for "Priority" attribute
Create values for "Reason" for escalation attribute
Assign escalation reasons to an attribute profile
Create values for "Authorization level" attribute
System Modifications
Create status profile
Create Text profile
Create Text Ids
Create Text Profile
Define Logical system for external objects
Enhanced System modifications
Note About Enhanced System Modifications
Define Processes
Set up registry
Create/Change Case Record Model
Create Profiles
Create attribute profile
Create function profile
Create terminology profile
Create Activities for authorization check
Activate application log
Define processes
Create/Change Case Record Model
When u open the Transaction SCASE_CUSTOMIZING , there will be Registry Steps...
Follow them step by step.
Regards,
Eswari.

Case Management document /links

Hi,
Can anyone give some background/links/docs on Case Management and Tallyman ?.
Thanks
Rahul
Moderator message: Please do not post a request for information that is readily available via the lnks found in the sticky thread at the top of this forum.
Edited by: William Eastman on Nov 8, 2009 3:12 AM

Hi Eswari,
thanks for your answer but that's not my problem ;-(((
The element type was set and the function modul exists.
I have an internal SAP problem using the case api inside this function module.
I you are using cl_scmg_case_api->open_case() inside the function module you will loose data. The case will not be saved correctly.
> After saving the RM-Document and working in the case again there are some obscurenesses.
> Sometimes I will loose case attributes after saving the case.
> Sometimes the case won't be saved even if there are some parts changed. (e.g. the document which > was inserted into the linked objects will disappear after saving the case.)
I have now found a workaround (but that is not the solution ;-((():
Whenever I want to access the overlaying case I removed "cl_scmg_case_api->open_case()" and tried to use the case backend to get an entry point to the overlaying case.
If I could not get the case backend I will open the case using the case api (and hopefully won't get the error.)
If anyone has an other solution please forward it to this newsboard.
Thanks
Jochen

Case linked objects

Hi, experts.
I work with Case management.
I added a record (RMS record) into "Linked object".
How can I determine the GUID of my linked records on the basis GUID CASE?
Thank for your advice.

Dear Alexander,
Please query the case header table SCMG_T_CASE with the case guid. This will give you the technical key for the record. If you need to get back the Document ID for the record then you will need to instantiate the CL_SRM_POID class for the technical ID & then retrieve back the Document ID. Please check cookbooks at http://www.sdn.sap.com/irj/sdn/nw-ecm?rid=/webcontent/uuid/80194853-fa8a-2c10-3ca8-d17671671993. [original link is broken]
Best Regards,
Pragya

Authorisation object for Case Management

Hi Gurus.
I need to create authorisation object for Case Management,
SCMG_T_CASE_ATTR-CATEGORY Field,SCMG_CATEGORY element,
I use the tx SU21 and Su20, asigned this object to Role. But no WORK.
In the Su20:
Field Name: ZCATEGORY
Data elelment: SCMG_CATEGORY.
Table Name: SCMGATTR_CATEGO.
In the SU21:
Object: ZCASE
Class: AAAB
Field Name:
ACTVT
ZCATEGORY
When I use tx SCASE, The condition not work.
I use the field name ZCATEGORY because the field name CATEGORY was used by SAP. But for USC_Y_CONT_CATEGORY element
Edited by: Alfredo on Aug 1, 2008 5:39 PM

Hi Alfredo,
Go to SU24 tcode and see if the transaction SCASE is being check/maintaned to the authorization object ZCASE.
If not then you need to do that so that when you add the tcode SCASE to a role then you will see the authorzation object ZCASE which you have created. You can edit the role and change the authorizations for the field, ZCATEGORY and maintain.
Generate the role and then assign it to the user. I think it must work.
If it doesnot work then as Alex said, you need to go and look where the Authority check statement is placed in the program behind the SCASE tcode.
Hope this helps.
Regards,
Kiran Kandepalli.

Technical Help: Get linked Objects to CASE

Hi forum,
during runntime of CRM IC webclient I have the GUID of the Case.
My requirement: Read all linked objects to this Case/Case GUID. If a linked object (e.g. internal task) is open, the agent should not be able to close the case -> Raise Error message in Case Creation/Changing ICWC.
So: Can anybody help me with the question, how to get all linked objects during runtime, which are assigned to the Case? Function Modul? Method of a class?
Thank you very much for your help.
Thorsten

Dear Shamiso
If your model not released yet you can delete the linked objects form the record model but if the record model status set to released you will only be able to flag it as deleted and you will not see it any more in the case
Regards
Khaled Fahim

Investigative Case Management Object Status

Hi,
I am working on the Investigative Case Management. The objects created independently and also through the assignment block of the CASE of the ICM UI reflect a specific status. These objects are not available in the COMMPR01 nor they are individual objects. My question is in CRM where are these Objects of the Investigative Case Mngt stored and where from the status of these objects is getting reflected in the UI. Can anyone look into this issue and suggest. Thanks
Regards,
Sridevi

Hi Sridevi
I am not a consultant. I am a Business development executive. Recently a customer has asked me give a demo and presentation about SAP Investigative Case Management.
Can you share with me documents or ppt that explains about what ICM is and what are the functionality with few screen shots. It will be more useful for me.
I not looking for anything technical, but just the functions and descriptions with business process flow.

Linked Objects is grayed out in the UDM_DISPUTE transaction

I completed all the configuration of Dispute management and i am able to create dispute cases and all the process is working fine but i am not able to view linked objects. The option Linked objects is grayed out.I was wondering what could be the problem
Your help would be greatly appreciated.

Yes the SUBCOMPONENT_RECORD is available in the function profile. I got my security team run the trace but they could not find any missing authorization
Regards,
Aparna

ICWC - define filters for case management 5.0

If I want to limit the Cases linked objects and logs to BP's, sales order, & service tickets are the proper setting.
1. SPRO > interaction center webclient > business transaction > case management > define filters for displaying case detail.
2. Define filter = ZTEST,
enter any heading descriptions 1- 5
Navigation = RecFolderToRecordDetail
3. Assign element types, add entries
CRM_BUSINESS_PARTNER
CRM_SALES_TRANSACTION
CRM_SERVICE_TRANSACTION
Can BOL type, description, path to bol 1, path to bol 2, etc all stay blank? to default to SAP functionality?
4. Define Filter profile = ZTEST1
5. assign filter ZTEST1 = ZTEST
Step #3 is the one I want to be sure I understand. Will rewards points.
6. assign the filter in a different SPRO entry.

I'm guessing zdefault had same description default and it was picking up the default one in error.

FSCM Documented Credit Decision SnapShot - how to remove the Snap Shot linked object

Within the Documented Credit Decision linked objects there is the SnapShots for credit decisions section. I'm trying to remove this folder from the linked objects area. Also the linked objects folder titles are in German unlike all other areas of the case which are in English. Does anyone know where I need to make the adjustments to correct the language and remove the SnapShots from being displayed? Your insight is greatly appreciated.

Hello John,
1. T-Code : SCASE --> Select the second node "Records and case Record Models" you then get a drop sown --> for the Modelet in the case record in SAP Credit Management --> right click and choose find --> a new window opens --> direct execute (F8) --> Select DCD case Record --> on the right hand side you would be able to see 4 folders --> the second fodler is snapshot nod deactivate that. node and i think then you should be able to see SNAPSHOT in Object when i a normal DCD is created in linked Objects.
Also we have one more option that is the badi which is used for SNAPSHOTS.
You need to activate that badi in case if you do not want to use the SNAPSHOT functionality.
I repeat you need to activate the badi if you do not want to use the SANPSHOT fucntion .
SPRO--> Financial Supply Chain Management -->Credit Management --> Credit Risk Monitoring --> Documented Credit Decision --> Enhancements --> you would be able to see the 3 badi's you need to activate the second one.
Regards
Sai

Need articles or Documentation on Case Management in OBIEE11G

Hi Experts and Gurus,
I am learning OBIEE11G and want to concentrate on CASE MANAGEMENT. Can anybody please suggest me where could I find the articles on it or any related forums or websites.
Thanks a lot.

Dear Christine,
One does not need to use PPS to make use of RM with SRM as such. But using PPS integration makes record & case creation automatic. I expect this would be one of the requirements for you hence, PPS sounds better. If programming is not a big issue & manual creation & addition of objects is something that users are fine to do(instead of objects being linked automatically etc) then RM with SRM independently would be a good option. It also leaves you flexibility to manage things as per your requirements.
Addition of objects etc can be done from RM screens. You can add button in SRM screen to navigate to the relevant record or case.
Best Regards,
Pragya

Case Management - Linked Object

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