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.

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Development environment for Case Management

Hi,
I want to get started with Case Management, but I could use some startup tips as this is the first time I am installing a Java environment from scratch. To be able to design and develop case management solutions, JDeveloper is required and it seems that there is a WebLogic server embedded in the JDeveloper installation. I can install the BPM extensions for JDeveloper and I have the support for Case Management. But is this enough to actually deploy and test a solution? Or does that require a stand alone weblogic+SOA suite installation? I would rather have all this figured out before I start installing all the different things.
Thanks

And if you are starting to work with Case Management you probably will like this post at SOA & BPM Partner Community Blog: https://blogs.oracle.com/soacommunity/entry/case_management_samples_released_by
As well as this other references:
Oracle® Fusion Middleware Modeling and Implementation Guide for Oracle Business Process Management 11g Release 1 (11.1.1.7)
31 Working with Case Management
http://docs.oracle.com/cd/E28280_01/doc.1111/e15176/case_mgmt_bpmpd.htm#CIHJBBCA
Series of posts from the Oracle A-Team (start from the end of the list below):
Case Management In-Depth: Cases & Case Activities Part 2 – Case Rules
http://www.ateam-oracle.com/case-management-in-depth-cases-case-activities-part-2-case-rules/
Case Management In-Depth: Cases & Case Activities Part 1 – Acivity Scope
http://www.ateam-oracle.com/case-management-in-depth-cases-case-activities-part-1-acivity-scope/
Case Management In-Depth: Stakeholders & Permissions
http://www.ateam-oracle.com/case-management-in-depth-stakeholders-permissions/
Case Management Part 3: Runtime Lifecycle of a Project
http://www.ateam-oracle.com/case-management-part-3-runtime-lifecycle-of-a-project/
Case Management Part 2: Anatomy of a Project
http://www.ateam-oracle.com/case-management-part-2-anatomy-of-a-project/
Case Management Part 1: An Introduction
http://www.ateam-oracle.com/case-management-part-1-an-introduction/

Document Types for Case Management Implementation

Hii,
Can any one provide what document types should be used for Case Management Implementation. If possible please describe what is a queue and how it relates to provider group. What is Scripting and how it relates to solution advisor.
Thanks in Advance.
Best Regards!
Deepak P

i got it..for case management..document types will be CAL CL, E-Mail EM, FAX FX, Mail ML. you can create more as per your business needs...

Defining Accounts for Materials Management

Dear sir,
Now, I have to Define Accounts for Materials Management, but I dont know what are procedure or group to match my account number. Can you explain the definition of following procedure:
Expense/revenue from consign.mat.consum
Expense/revenue from stock transfer
Subsequent settlement of provisions
Subsequent settlement of revenues
Provision differences
Inventory posting
Change in stock account
Inventory posting
Revaluation of other consumables
Del credere
Materials management small differences
Purchase account
Purchase offsetting account
Offsetting entry for inventory posting
Account-assigned purchase order
MM exchange rate rounding differences
Differences (AVR Price)
Cost (price) differences
Price Differences (Mat. Ledger, AVR)
Price differences (cost object hierarc.)
Price Diff. from WIP Written Off (Mat.)
Product cost collector price differences .....
Many other, but you can explain some and give me example, and step by step giude me setup
Thank you very much
Faithfully,
Hangvt

Hi,
Some of the companies are having a practice of paying payables with the rounding off rules. This rounding of in India could be from Rs.0.01 to Rs.10.00. For examble, there is a payable amount of Rs.125125.25 this can be rounded off to Rs.125125.00 or Rs.125130.00 while making payment. The balance amount should hit the rounding off difference account.
The same things is applicable for receivables also.
Over/under payment GL can be configured by using T Code OBXL
There is an another use, for details see the below link,
http://help.sap.com/saphelp_47x200/helpdata/en/01/a9b9a6455711d182b40000e829fbfe/frameset.htm
There may be some more reason where you need to do this configuration,
Disc. difference
Incorrect cash discount rate
To be paid without deduction
Credit memo without backdated cash disct
Cash discount period exceeded
Reduction without doc.number allocation
Incomplete payment advice note
Payment amount is different
Debit reduced not paid
Debit reduced not paid
Reduced twice
Paid not reduced
Damaged goods - disputed
Goods damaged during transport
Quant.delivered not same as order quant.
Freight charges not paid
Miscellaneous deductions
Price variances - disputed
Partial payment
Returns
Residual item creation
Trade Promotion
Payment differences on debit side
Hope it clears your doubt.
Regards
A.Saravanan.

Need a Doc for Case Management-Interaction center

Hi all,
I need a SAP doc for Case Management-Interaction center.
Please send me on [email protected]
Will surealy get points .
Nice weekend

Hi Babu,
Please check the following SAP Help link:
http://help.sap.com/saphelp_crm50/helpdata/en/89/c5be40d7e4cc38e10000000a155106/frameset.htm
Hope this helps,
Kind regards,
KZ

Configuring workflow for case management

Hi
My requirement is to copy the standard workflow for case management WS01700044 and add few things once the case is processed.
Now my problem is, how do I configure this new Z workflow in the SCASE. So that once I save the case, I should be able to start the workflow I have created.
Currently only 2 workflows are listed for case management.
1. WS01700051
2. WS01700044
I want three workflows to be listed.
Do we need to configure the newly created workflow in SPRO under case management? Please guide me.
Thanks in advance.

Hi There,
The workflow in case management is triggered by the event BUS2022.NONPROFESSIONALUSERSET which is the same trigger that invokes WS01700044. You will first need to disable that trigger (open that workflow and remove the trigger (the first node in the workflow)). I would then add that trigger to your new Z workflow and that should do the trick.
This is the best way to do it rather than looking in the IMG.
Hope that helps,
Brenton.

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.

How to turn off categorization for case management

Hopefully a simple one, how to turn off categorization for case management.
I get this error in CRM 5.0 when choosing Cases.
CASE_MANAGEMENT, CASE_TYPE, Z_01
My categorization in the IC profile is set to ZDEFAULT (copy of default) but only contains
IR     Interaction Record
SO     Service Order
ST     Service Ticket
Does not have the CA case entry that is in DEFAULT.
Z_01 is my case type but I see no place to set the categorization.
I think I am missing something easy but don't see it.

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

Problem in actions triggering for Case Management

Dear all,
I am strugling to define an action for case creation.
I am using smartform as processing type.
but when I execute and save the transaction (Case), E-mail action is not getting generated.
Processing status is showing as 'Incorrect' in the Case transaction.
In actions monitor transaction system showing the problem is in 'Processing class' and Processing method as shown below.
"Dynamic calling of method COPY_1_OF_EXEC_SMART_FORM in class CL_SAMPLE_PROCESSING_CLASS_PPF contained errors"
I am not aware of what processing class and processing method to use.
Kindly help me to resolve the issue.
Your suggestions will be highly appreciated.
Best wishes,
Raghu ram

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
Processing Class - CL_SAMPLE_PROCESSING_CLASS_PPF
Processing Method - COPY_1_OF_EXEC_SMART_FORM
Archive Mode - 1 Mail Only.
Still the problem exist.
Please help me resolve this issue.
Best regards,
Raghu ram

Standard Business Content & Data Targets for Case Management & CRM Survey

Dear Friends,
We are implementing CRM2007 with BW3.5 for reports for CRM Analytics. We require to Identify the Standard Data Targets & Standard Business Content (Reports) available for the following:
1. Case Management
2. CRM Survey (We have already been able to identify Data targets in BW3.5 for Web Survey & in CRM 2007 we have been able to identify Data targets for CRM Survey, as well as Web Survey. Our requirement is identifying Data Target for CRM Survey)
Please guide.
Regards,
Rajesh Banka

hi,
You can find the planning scenarios related to planning ifor CRM at this link http://help.sap.com/SAPHELP_SEM350BW/helpdata/EN/05/242537cedf2056e10000009b38f936/frameset.htm
You can also find the details on demo content for the same at http://help.sap.com/SAPHELP_SEM350BW/helpdata/EN/05/242537cedf2056e10000009b38f936/frameset.htm
Regards,
Deepti

Standard I view for Case management

Hi Experts,
Can anyone tell me what is the Standard I-view called in case management application CRMD_CASE.I wanted to create Z view by copying from standard i- view.I tried to find in Content adminstration but could'nt.
is there any way to create Z view without copying from standard View?
Thnaks in advance
Regards,
Basavaraj patil

Thanks for the info.
Here my doubt is, if I create Transactional iView, do I require user license(R/3 user login) for all users. My requirement is like, generally Team leaders do shift planning of their reportees in my company.So I need to give access to all the team leader. If user license required for all team leaders, then it would be very expensive. Is there any possibility to skip the user license.

Process route for case management.

How to configure the process route in case management. I want to determine the person a case should go to when the status is changed. The person who changes the status should be able to select or determine who the case goes to. when i try to do this this error comes out
ERROR MESSAGE
No description created for process route 000000000021. Activity area SCMG
Message no. SRM_WF_PATH02

Hello,
First step is to go to the event trace (SWEL - turn on with SWELS) and see if an event is being created.
regards
Rick Bakker
hanabi technology

Table name for Case Management

Can anyone please help me out with all the required table names for implementing CASE MANAGEMENT....... the table information which contains status, Texts, Description,activities, Bus.transactions,priorities,and etc of Cases.....

Hi Daniel,
First of all, you need to create status Profile, Text Profile, Attribute Profile etc.,
Later you have to create a CASE TYPE.
while creating a Case Type you will mention the above created Status, Text and Attribute Profile names.
Later while reating the Case you need to choose this particular Case Type which you have created.
Because, Case is based on CaseType.
Steps for creating Status, Text , Attribute Profiles will be available in the IMG Activity. Do refer.
Regards,
Eswari.

Best Practice For SAP CRM Case Management

Hi,
Could someone please point to best practices for CRM Case Management. I have lokked all over and I found all the best practices except for case management.
Your assistance will be appreciated.
Martin

Hi Martin,
I was just working on case management and there is no best practice documentation but the following link was most helpful.
http://help.sap.com/saphelp_nw04/helpdata/en/5c/5d79287a9afc47a62e5197b582cc97/frameset.htm
Let me know if you need further assistance.

Case Management | Recreating a case for same BP

Hello Guru's,
I have created a case for the blocked business partner which was rejected and BP is still in blocked stage. Now business wanted to create a new case for the same BP.
While creation of the case, system conveys that the case is already exist for the given business partner and workflow is not getting triggered as the workflow status is in completion status.
How to retrigger the case for already processed case? How to change the status of case from Rejected to approved or vice versa.
Thanks & Regards
Rahul

H Rahul,
I am working to configure Case Management to work with GTS. I have made what I believe are the correct configuration settings under Process Route and Case Types in the IMG for Case Management, and have activated it for SAP GTS. The guide recommends that you leave the default settings for most of the config, which I have. However, when I try to create a case I receive the message "No process route model could be determined".
Can you share the detailed steps in sequence to set up case management?
Thanks for your help.
Raj

ICWC - define filters for case management 5.0

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