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

Similar Messages

Copy of Categorization Interaction Record

Hi Forum,
I would like to check with you if it is possible to copy the categorization of an Interaction Record to a Service Request when creating it as a Follow-up of the IR ?
Thanks a lot !!!

The problem I have is that the method Subject (BADI CRM_COPY_BADI) is not called. I think it is because of the difference between the subject profile category of the Interaction Record and Service Request. The interaction record has a subject profile category (F/Activity Reason) different than the service request. Do you know if there is a solution via customizing ?
Thanks a lot !!!

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

CRM Interaction Record -- Mutilevel Categorization

Hi All -
What would be a possible use for implementing Multilevel Categorization for CRM Interaction Records if we are not implementing ERMS or CRM Service? Is it better reporting?
All available documentation point to either better functioning of ERMS (mail routing, auto response) or CRM Service (proposing templates, knowledge search)
Regards,
Pradhip.S

Hi,
It would depend of what do you want to achieve:
-Interaction Record should be used for "Interaction Center WebClient" Business Role as the main transaction type to register a contact/interaction with a customer for every channel (telephone/fax/email/face-to-face/chat, etc). Therefore the structure is simple: Description, note, a reason, a status and a priority.
-With a Service Request you are using a more structured transaction that will offer extra fields that are not available for a Interaction Record, such as:
-Two Multilevel Categorisation areas, usually for "Reason" (Subject) and for "Result" (Reason), that could be renamed to any requirement.
-Extra fields for processing such as Impact, Recommended Priority.
-Relationship with extra objects such as Related Problems, Related Request for Changes, Related Knowledge Article.
Additional a service transaction such as service request would offer:
-Find Related Problems.
-Find Related Knowledge Articles
-Autocomplete (to find automatically employee responsible/service team).
So basically you go option 1 or 2 depending of your requirement. If they are simple, you will have to configure less using an Activity (Interaction Record) rather than using a Service Request and then you would have to hide all fields that are not required.
Regards,
Lyda

Interaction Record and Multi Level Categorization

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
-     Create Categorization schema with default subject profile.
I could not assign Subject Profile to Transaction Type and also in the only default Subject Profile is displayed .
Any help is greatly appreciated.
Thanks
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.
Thanks
Amar

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

Tabs Categorization, Partners etc. in Interaction Record screen in Web UI

Hi,
I'd like to know if it is possible to hide some of the tabs displayed from standard in the web UI screen of the Interaction Records.
From standard, for example, they're displayed the following information:
Overview
Categorization
Organizational Data
Partners
Follow Up
Actions
Notes
etc
I'd like to hide all but Overview.
If I access component ICCMP_BT_INR with transaction BSP_WD_CMPWB I see that there are some ViewSets which correspond to the tabs mentioned above. Is it possible to delete them after having enhanced the component ICCMP_BT_INR?
If yes, how?
Is there any other procedure to be followed?
Thanks in advance for your attention,
Best Regards,
Andrea Ricci

Hi Harshit,
thanks for your answer, but could you please clarify?
I've tried to create a new cstom configuration clicking on the button "Show Configurable Areas" in the Interaction Record screen, but it is possible to configure the single areas (i.e. the Notes area, the Activity Clipboard area, etc.) but not the overall page in which these blocks are inserted...
Thanks in advance,
Andrea Ricci

Categorization tab in Interaction record page

Hi Friends,
Categorization tab is missing in Interaction record page in Web UI. I am able to see only Overview, Organizational Data and Partner tabs. Is there any place i can configure to display Categorization tab.
I am having 2 levels of category needs to be displayed in IR.
Thanks in Advance.
Regards
Muthappan

Hello
I am also experiencing a somewhat similar issue, I can see the Categorization tab but the category view is not available. I need to get the Categorization view there where I can select values from the drop down helps for the Categorization fields.
The problem is that there is no viewset available where I can add the Categorization View directly. Its just the ICCMP_BT_CAT view which is there. I checked the Wiki, it says that you dont need to do any development. It can be done through configuration. Please provide some inputs.
Thanks in advance
Vishal

Multilevel Categorization in the normal Appointment View

Dear experts,
We're using CRM 7.0 SP3.
We're well aware that Multilevel Categorization as per Standard is supported in IC Webclient in Interaction Record View and not in the normal Appointment View (i.e. UI Component BT126H_CALL).
However we want to use Multilevel Categorization explicitly not with the Interaction Record but with the follow-up Appointments.
How do we implement this requirement?
We already enhanced the Component BT126H_CALL with a Custom-Controller ZBT126H_CALL/CUBTCategoriesCuCo and adjusted the Runtime Repository taking the Component BT116H_SRVO as an example. But we fail while trying to add BLOCK CategoryDDLB to our Configuration of the View BT126H_CALL/SCDetails - nothing in fact gets added.
We would highly appreciate any hints how to get our work finished.
Many thanks in advance! Kind regards,
Sasha

Hi Macha,
We are working on a requirement where we need to have the Mutlilevel Categorization View available in Interaction Record in CRM 7.0
I found one spec online on the WIki posted by you. Its really helpful
I created Component Usage for BTCategories in ICCMP_BT_CAT. However, There was hiccup in the next step which stopped me from going further.
A new Context Node Z_MULTIL_CAT_APPLICATION (Value node) has to be added in order to have the Application of the Multilevel Categorization.There is one attribute called "application" with type Char length 30.
I could not understand these steps. However, I tried creating the context node with another name and the attribute as well with the same property as mentioned in the spec. Then also redefined WD_USAGE_INITIALIZE for the Component Controller of ICCMP_BT_CAT and put the mentioned code. Unfortunately, that dint help.
Also, do I have to create the component usage in ICCMP_BT_CAT or ICCMP_BT_INR?
Please advise.
Thanks in advance
Vishal

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.
As the interaction record is a business transaction that has the category Activity (BUS2000126) we believe it is possible to implement the multilevel categorization on others Activities (BUS2000126), but we are not getting it.
Has anyone had to do this?
If yes, could share as it did?
Thank you for your help.
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
Joaquin

Multilevel Categorization-Autosuggest of suggested solutions-KnowledgeBase

Hello Friends,
I need some assistance in resolving the following Issue,
The scenarios is as follows,
We use Multilevel Categorization for Service Tickets and have created a Hierarchical categorization schema. We have linked the categories in the category molder to the following : to mail forms, to Service Order Templates and to Problems and Solutions.
The issue is as follows,
When we create a Service Ticket in the Interaction Cenetr and select the categories for which the above three are maintained, I see that a mail form is suggested in the Email navigation link and also when I click auto complete the Service Order Template is also populated but when I navigate to the Knowledge Base I donu2019t see the problem and Solution automatically populated in the result list and this is the issue. Is there any additional step I am missing specific to this Scenario. The whole Solution Database is working fine and indexed. Please let me know your thoughts on this. Any help will be higly appreciaed.
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.
You should also be able to use CRMM_SEARCH to find the solutions.
We do the same tying solutions to the categorization without issue.

Interaction Record Activity

Dear friends,
In my business scenario i create interaction record for every call to any customer and i create follow up activity like visit or appointment to this customer but some times i want the system to stop the user if he create two visits with the same time in any calendar of any employee.
Best Regards,
Mohamed

Hello Mohamed,
ORDER_SAVE Badi is called during saving. Here can you
implement (Meth CHECK_BEFORE_SAVE) your own coding / requirement.
Regards,
Reshma Rao

Follow up email creates a interaction record in business context area

Hi experts,
We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
even If we go to SOST t.code we find the email which was sent is listed here.
if anyone has faced similar issue kindly suggest.
Thanking you in advance,
Deepa

Hi Joaquin ,
I have already gone through Notes 669072 scenario 1 and all teh customising is maintained properly.
The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
Regards,
Deepa

Status in Interaction Record update based on a follow up Business Transacti

Hi
I put in place within ICWC the Interaction record creation as initial step followed by a creation of a Service ticket.
I would like at the Completion of my service tickets the interaction record to be completed automatically as we dont want any agent to manually complete them.
Thanks in advance
Aurelien
CRM 4.0

Hi,
I tried to come back to the idea of the Status Completed as default when Interaction Record is created.
My scenario is:
Confirm BP
Confirm IBASE
Click Service ticket on the left Menu (Interaction Record Menu is not visible anymore)
then i am on the ticket...
I noticed different small problems:
1/ The service organisation determination is not trigger anymore at the ticket creation, it is triggered only when an update occur on the ticket, in my case only when the classification is filled.
2/ When i saved the ticket, the Interaction Record appears in the Business Context, when i click on it (it is completed straigh away), but an error is present in the Interaction record, CRM_ORGMAN - 039 (Enter an organizational unit (Service))
When i had set up my interaction record status profile with more than one status (not Completed straight away) the error number 2 never occured.
The error number 1 always occurs if i use the scenario in ICWEB:
When i use one transaction type to multiple transaction type as dependent business transaction type, in my case the transaction type linked to my Business transaction profile (interaction Rec) is ZS33, then as default Service Transaction in the Dependand transaction i used a ZEST.
Config done in SAP Implementation Guide -> Customer Relationship Management -> Interaction Center WebClient -> Business Transactions -> Define Business Transaction Profiles
In case that i used directly ZEST as the default transaction type for my Business Transaction profile the Org determination occurs correctly.
As anyone seen this problem before?
Or is there anything to do to transfer the org from the Interaction Record to the Service Ticket? is there a link?
I have been through all the topics about Interaction record but couldnt find anything related to my problem.
Thanks in advance
Aurelien

Follow up email creating a interaction record

Hi experts,
We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
even If we go to SOST t.code we find the email which was sent is listed here.
if anyone has faced similar issue kindly suggest.
Thanking you in advance,
Deepa

Hi Joaquin ,
I have already gone through Notes 669072 scenario 1 and all teh customising is maintained properly.
The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
Regards,
Deepa

Multilevel Categorization & Interaction Record

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