Multilevel Categorization Schema

Hi Gurus,
I am trying to create a report which shows category level 1, category level 2, category level 3. I found last hierarchy level data in table CRMD_SRV_SUBJECT. But i need to get data from category level 1 to the last category level. Heard that we need to retrieve data through UI classes. I didnt find any such classes in my search. Would be thankful if i get solution on this.
Regards
Ethan

Hello all
The process I followed to get the first level of the categorization is as follows:
Table
CRMC_ERMS_CAT_CA
Parameters from FM:
CRM_ORDER_READ
Condiciones
Export.
Param.
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_CA
CAT_ID
CAT_ID = ET_SUBJECT. CAT_ID
Id de la
categoría en el esquema jerárquico
Campos a extraer
Tabla
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_CA
CAT_GUID
X
GUID de la categoría jerarquica
Tabla
CRMC_ERMS_CAT_HI
Paramteros
relacionados de la tabla
CRMC_ERMS_CAT_CA
Condiciones
Export.
Param.
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_HI
NODE_GUID
NODE_GUID = CRMC_ERMS_CAT_CA.CAT_GUID
GUID de la
categoría jerárquica
Campos a extraer
Tabla
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_HI
PARE_GUID
X
GUID de la categoría jerarquica superior
Tabla
CRMC_ERMS_CAT_CA
Paramteros
relacionados de la tabla:
CRMC_ERMS_CAT_HI
Condiciones
Export.
Param.
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_CA
CAT_GUID
CAT_GUID = PARE_GUID
GUID de la
categoría jerárquica superior
Campos a extraer
Tabla
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_CA
CAT_LABEL
X
Texto de la categoría jerárquica superior
[CATEGORIA3
del documento] = CRMC_ERMS_CAT_CA.CAT_LABEL
Tabla
CRMC_ERMS_CAT_HI
Parametros
relacionados de la tabla:
CRMC_ERMS_CAT_HI
Condiciones
Export. Param.
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_HI
NODE_GUID
NODE_GUID = PARE_GUID
Id de la
categoría en el esquema jerárquico
Campos a extraer
Tabla
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_HI
PARE_GUID
X
GUID de la categoría jerarquica superior
Tabla
CRMC_ERMS_CAT_CA
Del
modulo de function:
CRM_ORDER_READ
Condiciones
Export.
Param.
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_CA
CAT_GUID
CAT_GUID = PARE_GUID
GUID de la
categoría jerárquica superior
Campos a extraer
Tabla
Campo
Conctr.Lógico
Variable
Descripción
CRMC_ERMS_CAT_CA
CAT_LABEL
X
Texto de la categoría jerárquica superior
[CATEGORIA2
del documento] = CRMC_ERMS_CAT_CA.CAT_LABEL

Similar Messages

Exporting Multilevel Categorization Schema

Hi,
I am exporting categorization schema using FSSC_RDS_CATSCHEMA_EXP_IMP standard Report Program. It exports the data in Text file in 2 sections, 1. header Data 2. Detailed Data. In detailed data section The first five columns contain the hierarchy level and the category ID. The sixth and seventh columns contain the category name and description.
My requirement is I need to Export Extended attributes i.e. 'Valid From Date & Valid To Date' also in Detailed data section.
Can anybody guide or help in this case.
Many Thanks,

Hi Singh,
First you can read the details with function module CRM_SUBJECT_READ_OW for each order by passing A and B for header and item respectively.
Now to find out the valid from and valid to dates, you can go to table CRMC_ERMS_CAT_AS.
Something similar you can find in How to maintain multi level category in a transaction
Thanks,
Faisal.

Multilevel Categorization

Hello,
I'm looking for a solution to have two categorization blocks in one service order.
First categorization is used for internal categorization, captured by service admin.
Second categorization is used to store an external categorization, captured e.g. by customer in an external tool.
Both categorizations are independent from each other.
Regards
Juergen

Hi Sree,
Multilevel Categorization is used to categorise ur business transactions based on certain criterias. They also help in Auto Completion of a transaction.
In order to get the same in IC WebClient
1. Create a schema, using Category Modeler.
This can be done only in PCUI. You can open the individual BSP application( CRMM_ERM_CAT) for category Modeler and create a schema with category levels.You can refer CR410 for the same.
You will have to assign the subject profile to the schema. Activate the Schema by changing the status to Released. It takes 24 Hrs for a schema to get activated.( The status automtiaclly changes to ACTIVE)

2. This subject profile is also assigned to the transaction type.
3. In the business transaction profile tick the checkbox Categorization. This will ensure that the categorization is shown in CIC Webclient.
Wish the information is useful.
Regards,
Shalini Chauhan

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.

Problems setting up multilevel categorization in 7.0

Hello Gurus!
I used the category schema in 4.0 a couple of years ago, and now I am assigned on a 7.0 project. I am trying to set up multilevel categorization for case management (Trying to deactivate some developlments and go back to standard) but the information I found on help and the experience I had from 4.0 are not helping.
I have the problem when I go into the category modeler BSP that no application is available on the application areas, even tough I have created a Z entry in Define application areas for categorization menu. If I dissable the filter, I see my Z entry, but apparently I can not use it...
I also tried the old style, but the subject profile is not selectable on the BSP and have not found where to link it in SPRO.
Any help or documentation on this new version will be deeply appreciated.
Regards,
Juan P.

You are right... at least I will post my self found answers in case they may help someone else...
For the first question regarding case management and categorization...
I followed the basics, did not assign the levels to a specific catalog (was not sure if this was a requirement) just created a categorization schema and assigned to a case type, my problem was with authorizations but solved by Basis... sorry can not help there. later creates a BSP that took the labels configured and loaded the combos dynamically in order not to use the tree component... and restrict to the values and labels configured. (hoped there would be a standard way to use the labels, but did not receive any answer and this simple steps did the trick)
To the second part of the question, it was even simpler... just went into CRMD_ORDER, created an activity and selected from the menu Extras->Templates->Create... I am surprised I could not find any documentation on such an easy step...
This can also be done from the CASEWORKER profile in WEB UI

No categorization schema assigned to application area SERVICE_ORDER ...

Hy guru,
when i go to the service ticket in Interaction center Web Client, i canu2019t use the multilevel categorization.
I have created in ic_manager a schema which I assigned the area application u201Cservice orderu201D, but when I go to the service ticket the following message error is shown:
No categorization schema assigned to application area (SERVICE_ORDER, SUBJECT_PROFILE, SERVICE),
and in the area u201Ccategorizationu201D, there is only the button u201CAuto Completeu201D disabilited.
Can you help me???
Thanks
Virginia

Ok, then go through it and do not forget to deploy your settings.
For more information regarding the CM, check this [link|http://help.sap.com/saphelp_crm50/helpdata/en/cf/86c9c802dc4c92a9f8d43bdf5d426e/frameset.htm]
I hope it will be helpful.
Regards
AleX
Edited by: Alexandro St. Torro on Dec 1, 2008 5:38 PM

[BI Content] CRM multilevel categorization - how does it work?

Hi all,
Where I can find information about how to use multilevel categorization in BI?
There are some objects but I don't understand general scheme.
Multilevel Categorization - Category
Multilevel Categorization - Category GUID
Multilevel Categorization - Level 1
Multilevel Categorization - Level 2
Code
Code group
Catalog type
How to use these objects?
Thanks
Edited by: oleg on Mar 25, 2011 5:35 PM
Edited by: oleg on Mar 25, 2011 5:35 PM

Hi Oleg,
Below links will help you:
http://wiki.sdn.sap.com/wiki/display/CRM/How-ToGuideAddmultilevelcategorizationcomponentoftheInteractionRecordtootherobjects
http://help.sap.com/saphelp_crm60/helpdata/En/43/0f3439057d21ade10000000a1553f6/content.htm
http://help.sap.com/saphelp_tm70/helpdata/en/8d/25166170424cadbd5a128e280e68f5/content.htm
http://help.sap.com/saphelp_sm40/helpdata/en/43/1df18e355906fde10000000a422035/content.htm
Hope this will be helpful.
Regards,
Jitendra

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

Categorization schema moduler

Hi expert,
We are upgrading 4.0 to 7.0. On Service Process and Confirmation screens, the older version is using Subject Code while in new we would need to use Category (multilevel). The conversion schema is supposed to be created in Moduler in WebUI but I don't see it in anywhere as we are not using Knowledge Management in ICW (I saw a post talking about in ICW with KM). Can you shed some light on where I can access the moduler? What role is required in case needed.
Thank you in advance.
Steven

Hi Steven
Heres how to create multi-level categorization:
1. Login WebClient using Business role IC_MANAGER.
2. NavBar > Knowledge management > Create > Categorization Schema
3. Application area > New >
Application ID = "Service Order"
Parameter = "Subject Profile"
Value = Select your Subject profile.
4. Category Hierarchy > New > now on the right side select subject code from drop down
5. Repeat step 4 to Create the required levels, sub levels and assign them subject codes.
6. Now select the root (Schema ID) and on the right change valid from date 5-10 min in future.
7. Change the status to Released and save.
Check this link for more details:
How to use the 4 level Categorisation Schema
http://help.sap.com/saphelp_crm60/helpdata/en/43/0d74a0b2ab21ace10000000a1553f6/frameset.htm
Hope this helps
Rupesh Patil

Subject Profile & MultiLevel Categorization

Hi All,
Can Anyone throw some light on these topics,
1. Subject Profile
2. Mulitilevel Categorization
3. Categorization Schema
4. How they are related & used in Service Ticket Scenario
Any Help/Hint will be highly Appreciated
Thanks, Sudeep..

Hi Sudeep,
For Categorization we need to create Catalogs, Codes and Profiles and assign to subject Profile in SAP GUI.Then assign this Subject profile to Transaction.
In Multilevel Categorization we Define Application Areas for Categorization ( i.e COMPLAINT ) and the Subject Profile is assigned here to the Application Area thru Parameter.
Categorization Schema helps you create and define different categories and sub-categories via Category Hierarchy
So this way the selection options of one field is depdent on the selection option of the previous field.
Let me try to explain you with an example could be a silly one.
Suppose you have a 2 fields *** and Names. In the field *** you have option Male and Female as drop down. IF you select male then the names field should show only male names where as if you select Female then in the Name field you should have options to select only female names.
Regards
Arup

Unable to activate Multilevel categorisation schema

Dear All,
We have a schema created long back “Z_Schema” and is working fine, linked with service request. But now we have a requirement to create all together new schema for a different txn type.
Old Schema:
Created on and Valid from 03.03.2014
New Schema ‘”Y_Schema” is created on 20.12.2014 and status is active.
So how to make Y_Schema Active and not the other one....
Thank you.

Hi Sweta,
Are you saying that the old one and the new one, which you created, both are in active status?
However, to make the old one OR the new one in-active, go through below thread.
How to deavitave Multi-Level Categorization schema?
Also go through below thread wherein the subject is explained in a very comprehensive manner by experts.
Multilevel Categorization - SAP IT Service Management on SAP Solution Manager - SCN Wiki
Rgds
Hari

How to transalate a categorization schema?

Hello,
i maintained a categorization schema for my service requests.
I used catalog and codes customizing. This customizing is translated from german into english and french.
But if i open my webclient UI in english i have still the german categorization in the dropdown fields.
I think i have to translate my categorization schema, right? How can this be done?
Is the translation transportable via transport request?
Thank you
Best regards
Manfred Feger

Hi,
Please check in following path:-
Customer Relationship Management>CRM Cross-Application Components>Multilevel Categorization>Define Application Areas for Categorization
in this you need to define the application areas for categorization.
Customer Relationship Management>Interaction Center WebClient>Business Transactions>Business Transactions>Define Categorization Profiles
here you need to define categorization profile.
Customer Relationship Management --> CRM Cross-Application Components --> Multilevel Categorization --> Define Application Areas for Categorization.- Defined content analysis settings in Customizing
please check in follwing path.
Hope it will help u.
thanks
Hemant

Transprot Categorization Schema

Hi Experts,
Can any one please explain how to transport multi level categorization schema from one client to client?
Step by step would be really of great help..
Regards
Vinod

Hi Vinod
For CRM 2007 and beyond these are the steps:
First you need define the RFC connections that are to be available for importing schemas in Customizing by choosing Customer Relationship Management > CRM Cross-Application Components > Multilevel Categorization > Maintain RFC Destinations for Schema Import.
Here you maintain the RFC destination of the source system. So if you want to import the schema in Q system you need to maintain RFC for Dev system.
Make sure that the linked objects of a schema exist in the target system before initiating the import. So you Catalogs, Codes, Code profiles, Subject profile etc should exist in the target system.
The user should have general authorization for import activities (authorization object CRM_CATEGO) in the source system.
Once the above steps are completed your import button will be active in SAP CRM WebClient UI menu > Knowledge Management > Create Categorization Schema.
Alternatively, you can also import schemas by running program CRM_ERMS_CAT_AS_IMPORT in transaction SE38.
Hope it helps
Rupesh

Import multilevel categorization

Hi all,
it is possibile to import a schema for multilevel categorization via file?
regars
enzo

Hi Manfred,
When using the standard import function we get an error message:
Error in RFC destination xx: this RFC detsination doesn't support import function
This although the RFC destination has been properly maintained.
Do you have any suggestions?
Best regards,
Harriët

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 Schema

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