Org determination based on category in service request.

Hello All,
In CRM 7.0, I need to default Orgazation based on the service request category selected.
Any one worked on such a scenario and let me know how this can be achived ?
Regards
Shan

Hello,
Thanks .
Managed to do with custom class and assigned to service ID AH_SRV_REQ_RT_GP. It working fine.
Regards
Shan

Similar Messages

Sales Org determination based on Employee responsible for Opportunity

Hi,
How can i do the sales org determination based on the Employee reponsible for opportunity. Currently it is happend on employee responsible but when i change the employee responsible the organization data is not getting changed.
Please help me in this regard.
Thanks
Naveen

Hi,
The sysytem wont accept ur procedure,
The system determines the process as
When u enter a prospect, the syetem determines the organisation based on attributes ,which in turn pick up the employee responsible from that particular organisation.
Hope ur solution is solved if so reward me.

Org Determination in IC Win client and Request Mgt.

Hi to all,
i am having a problem regarding org. det. in IC win client i am creating a service complaint it was detemining a different org other than the ogr. det. given in Trans. type. what may be the reason and it was not detrminig prcicing procedure for service complaint.
if i try to give service request and service complaint in application area it was displaying only complaint tab and not desplying request tab.
can any one help me pls. thanks in advance.
Regards,
Sanjana.

Hi,
The org determination profile is assigned to transaction type.Similierly for your complaint document ( transaction type ) and for your order ( transaction type ) , assign the same org determination profile.
So when you create a complaint from order , same org data will come.
regards,
PD
Reward points if it helps !!

Transaction Org determin. and item category Org determin. ?????

Hello all
I am working on CRM 5.0
Now I assigned a organization determination procedure to the transaction type to determine the responsible organization in the transaction, I want to know why we assigning organization determination procedure to the item category as the organizations were already determined using the transaction organization determination procedure
An example will make it clear
Regards
Jacopo Francois

Hi Jacopo,
Generally, the header org determination is used for item data but there are scenarios where this makes sense.
Answer to this question could be a question itself. How would you handle two different services in a service transaction where the two services are handled by two different org units?
Regards,
Surendar

Org determination based on the Partner function

Dear Experts,
I have a scenario where i need to determine the org data of an activity based on BP assignment in Org model. this BP is caluclated based on partner determination procedure which has got access sequence "Preceding Document: Activity Partner -> Preceding Document: Sold-To Party" & is actually an employee. This employee is assigned to org structure & i want to have the org data based on that.
Can somebody help me on that.
Thanks & Regards,
Shashank Agrawal

Hi Shashank,
In the customizing, under transactions->define transaction types, cannot you make use of "Partner function ORG" under "profiles"?
Regards,
Arun Prakash

Service ORG determination based on partner function

Hi
Pls let me know - How to tell from the config which partner function from a transaction say case or complaint, is being used to determine the service ORG unit at the header level of the transaction?
Also
Suppose I have 2 partner functions
1. A - std partner function - rule = "User"
2. B - custom partner function - rule = "User"
Which one will the system use?
Thanks

Hi,
You need to define Partner Determination Procedure (PDP) where u r partner function should have 004USER as access sequence, then u can use "User orgunit" rule in org detemination rule to determine service ORG unit at the header level of the transaction.
If u have define more than one partner function as user in u r transaction system will set the same user in both place on the basis of u r PDP.
Hope it'll help u.
Regards,
Dipesh.
Edited by: DD's on Nov 11, 2008 6:27 AM

View of organizational unit in Service request

Hi everyone,
In our service request, we are trying to visualise all the organizational unit (of the organization model) of a BP.
We achieve to see the direct service group where the BP is assigned but we are trying to see more of the link to the organizational model.
For example : our organizational model looks like this:
For user AJAUSSAUD1, I can see the direct link to PSE Equiment in my service request (this is determined in the partner schema determination)
However, we would like to be able to see MC1 (here 3 level above) in the service request.
We are using service organization as function and all the organizational unit are determined as service organization as we are using it to authorizations access.
Does anyone know if there is a way to see the link with all the organizational unit of a user in a service request?
Would it be with the attribute available in the ppoma-crm, but how to add the field and make them available in the service request view?
Thank you,
Regards,
Anaïs

Hello Anais,
As far as I know, there is no standard way to view an organizational hierarchy in a service request. You will need to do some developments. There are two options -
1. If you want the 3 org levels to be stored in data base table for future reference and reporting
You can add 3 fields in ORGMAN sub object using AET. This will add the fields to table CRMD_ORGMAN. After org determination has happened in your service request, you can use BAdi - CRM_ORGMAN_BADI, methd - CRM_ORGMAN_MERGE to fill values of these 3 org levels. You have to recursively use functions or query table HRP1001 to get the parent of determined service org and then its parent and so on.
Remember once these 3 fields are added at database level, they are available for all transaction types of one order. These fields can be made available to BW queues also at time of adding them.
2. If you do not want the 3 org levels to be stored in data base table
This would mean you only want these fields for display to end user.
Add 3 model nodes in the web ui component. In the getter method of 1st field, add select query or call function to get parent of determined service org. Similarly for other 2 fields.
Hope this will help. Maybe you also get some different suggestion from other guys.
Regards,
Niraj

SAP Cloud For Customer : Integration of Service Request to CRM Issue

Hello Team,
We have CRM integration using HCI working for most of the standard objects running. But for "Service Request" we are not able to see replication initiating from C4C to CRM. We have setup the required Communication Arrangement and artifact on HCI. Ping test gives 405 error which is as expected. But when we save the new ticket replication to CRM is not initiated.
Kindly throw some light on this so as to understand why this replication is not initiated.
Please let me know if any configuration missing to replicate "Service Request" from C4C to CRM.
Thanks & Regards,
Mithun

Hi Ravi,
We are not getting any messages under "Business Communication Monitoring" and web service messages monitoring.
Can you please suggest me which are the all configuration/activities require in cloud for customer for "Service Request".
We have maintained the Transaction Type for "Service Request" in Code List Mapping too, however we are clueless where we have to maintain the "Item Category" for "Service Request" and map to which standard "Item Category" in cloud.
What is the initiate point to trigger the "Service Request" from C4C to CRM?
Many Thanks,
Mithun

Sales Org Determination and slaes are Templets not assigned

Dear Experts,
I have a problem in Sales Org determination and sales are templates.
I have totaly 9 branches as part of Project rollout and the determination rule is working for 8 branches where as only one branch is facing this problem.
I have checked all possible solutions from this forum and tried my level best, still not working out. Pls help me .
1) When tried to create a sale order it gives me an error saying " Enter sales Unit" "Enter Distribution Channel" " Enter Sales Org"
I have created the Sales are templets and also assigned them to main templates. And the rule for org determination is defined with the fields, Data Origion, Partner and Source in contianer , which is working fine with other branches.. Only one branch we are facing this above said problem..
Can any one help me in this regards.
Vijay

Hi Robert,
I have alredy created the Rule for sales org determination based on Insustry sector( Contianer- Industry Sector, PArtner, and source) and it is working fine with 1st and 2nd branch users. It is only a problem with 3 rd branch where 3 users are using the system.
Even I cross checked the authorisations,and I did not find any error with the authorizations. Hope you r more clear on this
Rgeards,
Vijay

Revenue Account Determination based on Sales Order Document Type & Service Order Type

Hi Expert,
I have Customer Service Module with Resource Related Billing for services attached with SD.
When DP90 runs sales document debit memo request is created & then debt memo is created.
I need to configure Revenue Account Determination based on Sales Order Type and also based on Service Order Type.
I did not see any field catalogue in revenue account determination for order type, For communication structure KOMKCV Header and KOMPCV Item level there is no field for sales order type nor service order type.
Is it possible to bring in both order types? Can ABAP person do it?
How to bring these fields?
Is it possible & recommendd to have service order type filed AURAT for service order into this sturcture?
Is this configuration is OK acceptable by SAP? If so is there any chnace for issues errors & wrong determination from FI CO view?
Your valued input is highly appreciated.
Thanks
Prakash Parikh

Hi Prakash,
Yes, you can certainly add new table fields into the field catalog KOMKCV and KOMPCV and use it during account determination. You will also have to add these new fields in the user exit RV60AFZZ for it to work. I believe you will need ABAPer's help to make this work. The abaper will have to crate a ZZFIELD (ZZAUART for example) and put it in the structure and use the same in the user exit to pass the values.
In your case, what I am not sure is, are you looking to modify the existing standard tables or creating new ones. My suggestion is to create the new condition tables with these new fields (like document type) after adding it to the field catalog. Only modify the access sequence (KOFI) in such a way that your new tables are access first before it goes into standard tables (or you can adjust it according to your scenario.
We have done it in our company and it is working fine. Basically what we have done is to create new tables instead of modifying the standard ones. We have adjusted the access sequence in such a way that some of our custom tables are accessed first before the standard SAP tables (C001 to C005).
I found a similar requirement on SCN. This might help.
Adding New Field in Account Determination
Hope this helps.
Regards,
Mukund S

Automatic Rule Determination Based on Service Order Type

Hi Experts,
I have a requirement to determine the rule based on the custom service order type.
I have created 2 custom rules which are then assigned to 2 different org units as needed.
Now the thing is i want to avoid putting condition step if else based on various order types.
Is there any way by which i can directly determine which rule to be used by passing the Order type.
If there is any FM then please suggest and also how to use the same.
If no FM exists then is there a possibility of having only 1 if else condition and assign rule number in local container variables and pass it thought out the workflow to all the manual validation workitems. Please suggest how this can be achieved.
Thanks,
Jessica

Hi,
only 1 if else condition and assign rule number in local container variables and pass it
thought out the workflow to all the manual validation workitems
Create a workflow container element lets say with probably 15 characters length...
Now create a background step in which you determine the rule based on the order type.
data: lv_Rule(10) type c.
if order_type eq 'X'.
lv_Rule = '1234567890'.
else.
lv_Rule = '0123456789'.
endif.
" export the rule concatenated with 'AC' which indicates a rule...
concatenate 'AC' lv_rule into ev_rule. "ev_rule size may be lets say 15 characters.
condense ev_Rule.
"export the EV_RULE to workflow and store it in WF cotainer element.
In the step where you want to give the rule, select the Agent type as Expression and select the container element.
Hope this would solve your issue.
Regards
Narin

Restrict search access of Service requests based on service team

Hi,
We have the below requirement in our client to restrict the search of the service requests based on the service team.
Requirement
A user can only search / display the service requests which are assigned to his queue.(Partner Function --> Service team)
Can you please suggest if we have a standard authorization object by means of which we can achieve this.
Can you please help us on priority on this. Reward points would be awarded for helpful answers
Thanks,
Vamsi.

Hello Vamsi
I redefined the method EH_ONSEARCH_BTN of component BT116S_SRVO/ADVANCEDSP. Because i used this in service order. you can same method of Service request component.
Use can call method insert_selection_param of class cl_crm_bol_dquery_service
to set the SERVICE_ORG parameter with value of Employee's service org.
Regards
Naresh

ICSS - Sales Unit Determination in Service Request

Hi Experts,
I want to know how the Sales Unit determination takes place in Service Request creation through ICSS, say if there are multiple Sales Units (Sales Org, Dist Chnl, Div) combinations present for a BP will ICSS also popup a windows asking for the desired combination as CRM Online or not? If there is no pop-up then which Sales Unit combination would ICSS pick?
Hope you got my question.
Many Thanks in Advance.
SP

Hi...
Apologies for the delayed response. In ICSS, the first set of the determined Sales Unit is considered & is taken as a part of the Transaction.
Hope that helps.
Thnx,
SP

Clarification in item category determination based on Usage

Hi
We are having one quotation document (ZXYZ) and the item category determination we maintained is as below
SALES Doc +   ITEM.C . Group + USAGE +   H.L.ITEM   =    ITEM Category
ZXYZ +   NORM   +     SENI + -
=    AES
ZXYZ   +   NORM   +     SEIN + -
=   AEN
(SENI = D.ITEM IS NOT BILLING RELEVANT)
(SEIN = D.ITEM IS BILLING RELEVANT)
We created many Service quotations , say some 1000 quotations till date . In some quotations system is taking AES as item category and in some cases system is taking AEN as item category . and in all the cases the Quotation document type is ZXYZ and the item category group maintained in the Material master is NORM only .
On what basis system is determining my item category in the quotation . If it is determining based on Usage then where we maintain the Usage (either SENI or SEIN)
Thanks in Advance & Regards

Hi,
Please find below the explaination for your query.
Item usage
The item usage indicator controls the system reaction when you process a sales document item in a certain context.
Use
This indicator can be used for determination of item categories, where you can use it to control which other item categories are to be found in a certain environment (text items and packing items, for example).
It can also control which items are to be billed in a service quotation or the corresponding sales order and which are only there for statistical reasons.
The item category usage can be defined using transaction 0VVW.
I hope this gives you sufficient information on the usage in item categories.

Org determination for Service & Sales Organization

Gurus:
Here is my objective and steps I have performed so far. Pl. guide me with your 'pearls of knowledge & experience'..!!
Objective: To create Org determination profile so that when Campaign is released, prospective customer calls 1-800 number, based on the zipcode of the customer, an Appointment/Demonstration transaction is created and this transaction is routed to the Regional Sales/Service Office.
Configuration done:
1) Org structure with Regional Sales/Service is created. Do I have to create/assign 'zipcode' as attribute over here? If yes, do I just specify the Zipcode range for each office..? Do I select 'Object Permitted in determination'..?
2) Do I have to create new Org Determination profile or I can use an existing one, such as '00000001 - Std Org data profile-Sale', which uses '10000280' as Org Det Procedure? I checked 10000280 (REG_SERV_04) and it uses zipcode as reference. I suppose we do not change/config anything with this rule correct..?
Thanks in advance and full points for correct answer...
Cheers,
Niraj.

Dear Niraj,
I answer because I am interested in this topic. I will share what I know. When you set the flag "Object permitted for determination" the Organization is available for the transactions. So you must set this. Also, Zip code is maintained in the Attributes tab for the scenario that you choose. In your case, I think you choose Sales. This will help in the Orgnization data determination.
This is as far as I know. Watching this space with interest.
Regards,
Sowmiya

Org determination based on category in service request.

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