Follow-up Activities in Case Management using Actions

Hi Gurus,
I am configuring the case Management, On save of the case document I would like to create the Activities automatically and assign it to various departments who are responsible. One way of doing this uisng Actions. I have created a Z* Action profile and assigned object as BUS20900 and context class as CL_SCMG_CASE_CONTEXT_PPF. I am not able to find the right method to create the Activities, could you please help me.
Thank you and Regards,
Niranjan

Dear Manfred,
Thank you very much for quick response. I have used method called APPOINTMENT_OFFER and LEAS_NOTIF_01 I am getting the following exception. I have also tried with some other methods they also giving same exception.
Exception Details
CX_SY_MOVE_CAST_ERROR - Source type \CLASS=/CRMS/CL_CRM_CMG_PPF is not compatible, for the purposes of assignment, with target type
Method: CL_ACTION_EXECUTE=>GET_REF_OBJECT
Please advice.
Thank you and Regards,
Niranjan

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Case Management use and configuration

Hi,
In my understanding, this tool provides the capability to review those matching results who needs to be validated and then, I think, it permits to the end user, take an action. My question is: ¿what are the actions that the user could take?, specifically, ¿The user can manage the fields of the matching candidates to generate a gold record?
In addition, I have been looking for resources/documentation to configure and use case management interface in EDQ. I wish to know how to configure a process of EDQ to raise alerts on the case management interface, and assigning it to a user.
Thanks in advance for any help,
regards,
Daniel

Hi Nick, Thanks for your answer. I've read the "Case Management Essentials" document located on the EDQ product page at OTN. In fact, this is the document in which was based my understanding of the tool. After search a lot for documentation, tutorials or any guidance to configure this feature, I was reading the online help as you say, but I found it some hard to understand. But I will continue using that resource, if I dont find any other material.
Can you tell me what kind of actions can perform an end user over alerts and cases in this tool?, I need to know if it is posible to do manual merge or any kind of manipulation of the data who raise the alert. Because in the available examples I only see users change the status of the alert/case, but only that.
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sanjana

Dear Manfred,
Thank you very much for quick response. I have used method called APPOINTMENT_OFFER and LEAS_NOTIF_01 I am getting the following exception. I have also tried with some other methods they also giving same exception.
Exception Details
CX_SY_MOVE_CAST_ERROR - Source type \CLASS=/CRMS/CL_CRM_CMG_PPF is not compatible, for the purposes of assignment, with target type
Method: CL_ACTION_EXECUTE=>GET_REF_OBJECT
Please advice.
Thank you and Regards,
Niranjan

Sending an email using action in complaint transaction

Hi,
I am using complaint transaction. I want to send an email to employee responsible. Initially I create and save the complaint transaction. After saving it, i open the transaction again and change the employee responsible at that time the email should go to new employee responsible.
Can you please the list of steps to be followed.
Thanks

Hi Vinay,
You can use action defintions to send emails to your employee responsible.
for that pls check action profile 'Order_Messages' and within this, action definition
'ORDER_CONFIRMATION'.
Check in there. Partner funtion is assigned to it, in second level customizing and smart form to be mailed in third level customizing.
Prerequisite: emails should be maintained in BP master.
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In second level customizing(i.e. selecting the action definition and double click on the same)
Enter the partner funtion of Emp. responsible. in 'Partner Determination for the Action' Details. and check 'Partner Dependent'.
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Save the settings.
Schedule the actions using action scheduling.
Best Regards,
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<b>Reward with Points!</b>

Case Management ... Statuses not getting changed

Dear All,
I am working in a Development system of SAP CRM 2007.
Now I have created a case which has 3 or more complaints attached...
When I change the status of the case, the complaints in the case have statuses that doesn`t get changed.
Kindly Help
Thanks & Regards
Sunil

Hi,
In CaseManagement, before creation of Case first you need to create a CaseType.
First you need to create Status Profile, Attribute Profile etc.,
After that in CaseType creation you need to select the profiles created by you.
Then in Case created by you these gets reflected.
When a new Case is Created automatically it will be in New Status mode.
After when you attach the related documents(Linked Objects) and Notes then you need to change the Status.
After that you need to attach the Processors for the corresponding Case Sequentially or Parallely and then save the case changing its status to In Process.
Once the Case is saved you cant make any changes to the case.
After the ProcessRoute triggers a workflow and Case status changes to Complete or whatever status you mention there.
Follow the steps in Case Management Registry.
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Regards,
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Dear All,
Does anyone have any idea or past experience of using Action profiles with Case Management??
i've tried using actions with and without conditions in Activities / Service orders and it works perfectly, the problem iam facing is in case management, give me any standard profile that works with cases....your help is highly appreciated
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Jacob.

Thanks for the reply Mona,
I have already tried using these standard action profiles but they dont seem to work as well as maybe they were created for a different record model.
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help plz,
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Case Management - Create a Case using FM or Class-Method

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I am involved in a Case Management project now.
I have a requeirment where I have to create a Case using a Function Module or a Method of a class.
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Thanks and kind regards,
Guillermo

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

How to use the cases in button action?

Hi Experts,
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How to use the cases in button action?
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Hi Nutan,
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IF I_FIELD IS INITIAL.
E_RETURN_CODE = "THE FIELD IS EMPTY."
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<BAPI PARAMETERS>
ENDIF.
I hope that helps.
Best Regards,
Marcel

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Dear all,
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I am using smartform as processing type.
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Hi Sudheer,
I think I am using the same method. the follwing seeting have been maintained for that action.
Form name - SCMG_SMART_FORM_CASE
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Yesterday, since I downloaded the lastest version 3.6.6, every time firefox opens and when I click on something, I get multiple error windows that say "ERROR: Security Manager Vetoed Action. I can't hardly use if anymore because of all the window pop-ups

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== This happened ==
Every time Firefox opened
== I downloaded version 3.6.6 yesterday

hello, when this is happening after you've already updated firefox with your admin account, try to delete the ''updates'' folder and ''active-update.xml & updates.xml'' within the %localappdata% folder of your restricted account like it is described in http://kb.mozillazine.org/Software_Update#Software_Update_not_working_properly

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Hi,
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ref:- https://docs.oracle.com/middleware/1213/bpm/bpm-develop/case_mgmt_bpmpd.htm#BPMPD87407
Thanks
Anil

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oracle.bpm.casemgmt.ICaseInstanceService
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Hi,
Happy new year to all,
I am working on migrating an old PCUI applications to the new web client under CRM 6.0 /2007. Our applications developed using CRM Case Management. Since, Case Management does not support partner determination we had to code this using a BADI (to manually inserting a business partner to the case). However, after migrating to the new interface CRM Web Client, this BADI is not called at all. How can I programmaticly insert a specific Business partner to a case.
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Hi Sriky,
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... Your problem gets resolved.
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
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Follow them step by step.
For any queries reply.
Regards,
Eswari.

Case management - some questions

History of the Case Management, which is the appropriate
How do CRM Case Management history records?
CRM Integration for BPM - Case management and BPM - is it possibble?
Is preferable Case management as a WF?
There is a personal file in the CRM Business Partner?
Integration of CRM tasks and Universal Worklist - is it possibble?
Documents can be archived to external DMS?
Can Case Management track terms and automatically trigger actions?
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How are connected Record and Case Management?
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Hi,
1. Does Oracle Case Management solution supports De Dup check for suctomer data ?
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Gaurav Joshi.

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Hi,
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3) Promote the task as CaseActivity.
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See:
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Remove the files in the updates and updates\0 folder.
You may need to delete active-update.xml and updates.xml as well if present.
You can probably find the updates folder in the Firefox program folder.

Follow-up Activities in Case Management using Actions

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