Multi level categorization component integrated into TASK

Hello Experts,
We are working on a CRM 7.0 EHP1 implementation project, one of the business requirements is multi level categorization on task object.
The How-To Guide Add multilevel categorization component of the Interaction Record to other objects by Micha Van Nijen was found and that was what we aimed. Great how to guide.
I successfully implemented the ICCMP_BT_CAT component into the TASK component according to this wiki.
The configuration/customizing are done. I am able to use multi level categorization on interaction record. (configure Catalog, code group and codes. Subject profile also created and assigned to categorization schema.) But on the task web ui there is no categorization fields. I guess it uses the same catalog A1 as interaction record.
The task multi level categorization customizing is created similar to interaction record.
Any help greatly appreciated.
Regards,
Robert Cserny

As far as I know the category modeler application (multi level categorization) is available for the following applications:
    Service orders
    Service order templates
    Confirmations
    Complaints
    In-house repair orders
    Service requests (incidents)
    Problems
    Requests for change
    Knowledge articles
    Case management
    Interaction records
    E-Mail Response Management System (ERMS)
Is there anybody who can confirm that it could be available on SALES task transaction as well? If yes could you share the basic steps of customizing?

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Multi Level Categorization in Interaction Record

Hello Gurus!
We are implementing CRM 7.0 and setting up multi level categorization for interaction records and service ticket. I have managed to set up all the required config and the categorization schema in Web IC. It is working in service ticket. However, for interaction record in web IC, the problem is that in the Categorization Tab, there are no fields showing up. I tried adding the fields but there seems to be none similar to service ticket where the fields for Level 1, Level 2, etc... can be seen.
Have you got any idea on how to make the Level fields show up in the interaction records so we can test the multi level categorization for IR?
Thanks!

Glen,
I have gone into IC manager role and used categorization schema and i cannot see my customized Catalog for Business activity.
I have checked Category of the catalog which i have manually created and it is "Activity-reason" .
I have tried using the default catalog and added my Codes into it and created Scema but i do not see the categorization in Web IC and more over the Subject feild is in active. I have added the code groups and code feilds and they are displaying a error message.
Thanks Amar

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Good day, Experts,
I have been struggling in this solution for a while. Now here is the situation.
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2. I have created new Business Transaction Profile for my Appoint 'ZAPP', activated multi-level categorization for it.
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ID: ID_41
Application Area
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Hi all,
I want to create a rule for service requests in the rule modeler based on multilevel-categorization. According to help.sap.com this should be possible.
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Hello Annette,
Can you help me on this, how did you got the option for multilevel-categorization as attribute?
Even i am trying the same. This is critical for my project, any help wold be appreciated.
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Hello Forum,
I would like to know if any one has implemented Multi level categorization for Interaction record in SAP CRM Web IC 7.0.
If so how did you acheive this.
I have done the following
-     Create Catalogs, Codes and Code groups
-     Create Subject profile
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Any help is greatly appreciated.
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Amar

Glen,
I tried to create customized catalog with Category "F" which is Activity -Reason and the system did not allow me.
So i used A1 (SAP delivered) which has category "F" and used it to assign Code Group Profile and Code Groups.
I created Subject Profile with Subject Category "F" and assigned the Code Group Profile.
I have not usedc the Transaction for assigning subject profile and Status to Transaction Type as i do not need it.
There is not provision to directly assign subj profile to Transaction type as like service request.
I went through the route of assigning Subj profile to Transaction Type header and another place of assigning them in the category schema.
This is where i do not see the Customized subject profile which i have created.
Can you tell me where exactly i can Determine of categorization schema based on transaction type/catalog category combination.
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Amar

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Hi All,
working on the multi-level categorization for service tickets.
There are currently 4 levels and i want to extend this to 6 levels. Want to know how can i edit the existing categorization schema to add 2 new additional levels.
Is anything to be done in catalogs, code groups, subject profiles?
I think this is to be configured using IC_manager but how to do that?
thanks
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Hi Alka,
The process of creating the cat. schema for 6 levels is same as for 4 levels. And yes from CRM 5.1 onwards its done using IC_MANAGER business role.
Currently i'm working on CRM 4.0 and it seems categorization is not supported in this version. I did it in CRM 5.0 and dont remember the exact SPRO path. So you need to go to SPRO -> CRM -> Interaction Center or IC Webclient -> Multileve Categorization or categorization -> Click on all the options available and find out there is a place where you will find Level/Levels = 4 change it to 6. Then you will see 6 levels in Web UI or IC webclient.
Let me know if you still faces any issue then i can check on CRM 7.0
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Need help with multi-level categorization

Hi,
We have the following scenario:
A complaint has a subject profile with two catalogs:
1. Problem - 60 problem codes
2. Solution - 30 solution codes
Each catalog has code groups and codes assigned as above.
In GUI we can address this using the catalogs, code groups and codes under "Analysis" tab at complaint header / item level. However, we want to switch over to categorization schema in CRM 7.0 Webclient UI.
I tried creating a categorization schema in Web UI. However, if I understand correct, for each of the 90 codes (60 + 30 mentioned above) I need to a add category id under the root schema id and assign a subject code under the general data of the category (while maintaining the category hierarchy). Is this true? I really cannot do it since I have already created the catalogs with the mentioned number of codes under the relevant code groups. Isn't it a duplication of effort? Whats the whole point of creating subject profiles / catalogs / code groups / codes if it has to be redone in webclient's categorization schema? Moreover, every time I add a problem code (say number of codes become 61 from 60), do I need to change the schema and release it again?
I believe there would be a simpler way to do it.
My exact requirement is:
1. I want to use only the first two drop downs of the categorization view in complaints component
2. First drop down to have all the problem codes (60 of them)
3. The second drop down to have all solution codes (30 of them).
Request the gurus to provide the exact steps to achieve this (_details in terms of exact steps will be appreciated and suitably rewarded_). Please note that the customizing in terms subjects, catalogs, code groups, codes etc is already in place.
Regards,
DP

Hello DP,
we have in sum 4 categorie-fields in the service request.
And we did it like you explained it. First customizing of code / codegroups, etc.
Afterwards you have to create the categorization schema in WebUI.
And yes, everytime we add a code we need to change the categorization schema as well.
We maintain categorization schema in WebUI only in TCR and we use the RFC-Import for the QCR and PCR system.
You are right this is a duplication of effort. In our case it is needed because we use the SLA determintation based on catogorization and we have multilevel categories, which means depend from catagory A we have different entries in category B.
If you just need two dropdown boxes idependently from each other i would suggest to create to customer own fields with z-table behind. That´s much less effort if you often add or delete codes.
Best regards
Manfred

Multi Level Categorization

Hi All,
we have subject profile assigned to a transaction type.
this profile has two catalogs Problem and symptom code.
the first level is problem which has four entries and subsequent symptom code has 291 dropdown values
for first three problem we are able to see the second level dropdown values in UI.
the thrid problem code doesnot showing the second level values in UI.
we have re-imported the schema again from golden client to Testing client problem not solved and also recreated the schema only with problematic codes schema is not getting released.
could anyone help on this.

hi Guys ,
Got the Clue on this issue.
its max hits in the categorization profiles.

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Hi
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Krishna

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Multi-Level Categorization for Interaction Record is 100% completely possible.
There is a snag however.
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aba               *3*
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a               Aa
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Brian

Actuall I just tried again and it did ask for me S number and I put it in and I did not have "authorization" to access
Error Message - Access denied (R/3)
What happened?
You do not have permission to access this Object
What can you do?
Please contact a consulting adminstrative
Error code: WEBSMP106-20080214172231-0015
Error details: 2491DD9-702/1A053/3162-71A9CFA5-3CB9265-2992F9
Service Name: SAPIDB
Service Server: WEBSMP106
Process-ID: 4640
Thread-ID: 6020
Sorry for any inconvenience.
Your SAP Service Marketplace Team

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Multi level categorization component integrated into TASK

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