Rules based on multi-level categorization

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.
But in the context SERVICEREQUEST there is no attribute for multi-level categorization and therefore I can't select it when creating my rule. I have assigned my categorization schema to the application area for the rule modeler. I have checked the other context areas as well, but I don't see anything that looks like multi-level categorization.
Does anyone have experience with this ? If the attribute should be created from scratch please guide me to how it should be configured.
Best regards
Annette

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.
Thanks.
Regards,
Abhishek

Similar Messages

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

Edit multi-level categorization

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
Alka

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
Regards,
Vikas

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

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?

Multi-level Categorization for Transaction type "Appointment"

Good day, Experts,
I have been struggling in this solution for a while. Now here is the situation.
1. Business Area: BUS_ACTIVITY have been activated in sytem.
I have copied standard Appointment '0000' into 'ZAPP'. I guess there is no further setting needed in this step.
2. I have created new Business Transaction Profile for my Appoint 'ZAPP', activated multi-level categorization for it.
3. I had problems on the Categorization Profile.
I copied standard profile 'DEFAULT' into 'ZAPP2LVL', but I'm not sure what 'Ctxt.ID' should be used when added 'Categorization Context'. I have tried use 'BA' to represent 'Business Activity', but system keep warning me the 'ZAPP2LVL' was not from allowed namespace.
4. I have created Categorization Schema with 'IC manger' role already, and activated it.
ID: ID_41
Application Area
                            Appication ID: Business Activity
                            Parameters:     Subject Profile
                            Subject Profile: Well defined before.
Please at least tell me if it's possible to do multilevel categorization for Appointment, Thanks a lot.

No category modeler for win IC

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.

How to hide one of the two Multi level categorization blocks in SRVR?

Hi
I am trying to hide one of the multilevel categorization blocks in SRVR(SERVICE request)
Can it be done by configuration in BSP workbench. If yes then how? I went to the view but I am not able to remove the block
Please help.
Thanks
Tarang

Go to BSP_WD_CMPWB and create a new view by copying existing and remove the 2nd category block.
This can also be done directly from webui.
Regards
Surya

How to deavitave Multi-Level Categorization schema?

Hi All,
I am facing problem to deactivate the current active categorization schema because i want to active the next version of same schema.
The validity of schema is long and system is not allowing me to change the date and status.
When i am releasing the next version the system gives me the following error:
Schema overlaps with released schemas in application area (BUS_ACTIVITY, SUBJECT_PROFILE, ACT000001)
Please help me?
Regards
Apoorva Asthana
Edited by: Apoorva Asthana on May 19, 2010 10:01 AM

Hi
What you are experiencing is SAP standard behaviour for an Active schema.
Once a Schema is made active you cannot modify the dates for that Schema.
For your new Schema Version set the Date and Time for when you wish the Schema to be active, best idea would be to set this to 5 minutes in the future. When this new schema becomes active your current Schema will be deactivated.
Regards
Arden

Service Ticket multi level category

Hi
We are in the process of extending our multi level categorzation for service tickets from 3 to 4 in CRM5
But I realize that we have too many values to maintain in the code/code groups as well as category modeler and this is going to affect the response time, im talking of over 1000 values
Is there a way for me to populate this new category 4 level with values direct from sort of table? I dont want this linked to my category 1,2,3 levels
I thought that maybe theres a way for us to this instead of going EEWB and workbench route
Please advise
Thanks
Krishna

Hi Martin
Multi-Level Categorization for Interaction Record is 100% completely possible.
There is a snag however.
In the Interaction Record you only get one field to view the category.
So if you have say 3 tier category in your one field it would look like this.
Kitchen equipment (Category 1)
Cutlery (Category 2)
Knives (Category 3)
Forks (Category 3)
Entertainment Equipment (Category 1)
TV (Category 2)
Widescreen (Category 3)
Plasma (Category 3)
Hifi (Category 2)
Not so loud (Category 3)
Really loud (Category 3)
(There would be indentations between each level but is too hard to format within this interface)
It looks really naff and doesn't take long before you start running out of space.
It's fine of you have a handful of categories, but it just wasn't useful for us.
We went with Service Tickets to 3 levels. SAP Standard will allow up to 4, plus customizing you can go to 9 I think.
Each Category fits in it own field so very readible.
Hope this helps
Regards
Arden

EAS load rule (multi level attributes)

Hi All,
I'm trying to build multi level attributes at the same time associating it to the base dimension same time building the base dimension.
because I'm building the multi level attributes...I specified all levels of attributes then base dimension then associations!!
The question is how to set the dimension build property?
whether I need to set it as building the base dimension or attribute dimension!!
I studied the Dbag page 308...
but getting the verification error!!
suggestions pls!!
Thanks,
Jeeth

Hi Glenn,
I was able to create a multiple level attribute hierarchy, base dimension and its associations in the same load rule.
I created attribute dimension and its descendents in the load rule it self!!
may be I'm not clear before!!
I found a way to create as per Rahul's post!!
I'm facing another issue over here!!
I successfully created multi level numeric attribute but not able to create multilevel text attribute!!
getting the following error!!
*\\ATTRPARENT column 8 must precede a numeric or date/time attribute association column\\Column 8 Validation* Failure
Thanks,
Jeeth
Edited by: Jeeth on May 18, 2010 10:04 AM

Rule Based ATP- Error in calling up function 'BAPI_APOATP_CHECK' in APO ser

Hi Experts
I hae configured Rule Based ATP with Multi-Level ATP check. I have completed all configuration required for Rule Based ATP but still facing an error
" Error in calling up function 'BAPI_APOATP_CHECK' in APO server 'SC5CLNT001': Check instructions 30 / A does not exist for locat"
Have any of you ever encountered this error?
Regards,
Sushovan Datta

Dear Sushovan,
Most likely cause of the above error is a missing requirement class in R/3 and missing Check mode in APO for material and plant combination.
Please read the F1-Help for field check mode in APO:
"Together with the business event, the check mode derived from the product master defines the type and scope of the checks carried out. It also controls forecast consumption.
SD (R/3) uses the requirement class of the requirement as check mode. As of R/3 Plugin 2000.1, the requirement class is transferred (via the strategy group in the material master) to the location-specific APO product master (ATP tab page). In the process, no plausibility check is carried out. For this reason, you should not enter any other check mode in the product master. (The check mode in the product master must agree with the requirement class from the R/3 system.)"
So please create for your material in corresponding plant the requirement class ' 030' assigned to the strategy group in MRP3 in R/3 and the same in the check mode field in //mat1 in APO.
Afterwards the gatp check will find the check mode and business event (check instructions) and the error will be not appear again.
Regards,
Tibor

How to create a multi-level configuration sales order?

Hi,
    My client use configurable material to sell computers. And the production mode is MTO. One sales order item correspond with a production order
    Now my client also sell array which consist of two computers, two storage, one UPS power etc. That means I must realize multi-level configuration. First, choose the computer type. Second, based on the choosed computer in first step, choose the cpu, disk and so on. And then based on the sales order item, there must be several production order related to the same sales order item.
    Now I have semi-finished product B1,B2--computer. Class type is 300. Many characteristics is allocated to the class. B type material has the BOM which consist of cpu,disk etc.
    Then I created the finished product A--array. Class type is 300. Allocated characteristics is the B1,B2. A has the BOM which consist of B1,B2 etc.
    When I create sales order, I can only config the first level,choose computers for A, can not choose cpu,disk for computers.
    So, how can I find a solution for this scenario?
    Thanks in advance.

Thanks, Waza
1. Does the Sales order BOM explode in the sales order?
No. Just one top item would be ok for my client.
2. Why do thy want this in the sales order? They can explode the BOM in the production order, do they then need pricing at the component level?
They do not need pricing at the component level. Exploding the BOM in the production order is acceptable. But how can I config the configurable material in components of production order?
I tried collective order, but the second level of configurable material can not generate production order. I just make use of special procurement 52 in MRP2 of top finished product. Is there something I missed?
Thanks again.

How to create multi level reports?

The report I have created contains 25 columns and is to wide. I would like to create a multi level report in the fashion of below:
Col 1 Col 2 Col 3
Row1 Row1 Row1
Row2 Row2 Row2
Col 5 Col 6 Col 7
Row1 Row1 Row1
Row2 Row2 Row2
I am assuming this needs to be done by modifying html in a template.
I have cut up a normal report to try and illistrate what I am thinking.
http://i71.photobucket.com/albums/i124/breinhar/multirow.jpg
I greatly appreciate the help. Thanks.

Hi,
OK - I've put together a horizontal scrolling report template for a Theme 12/Standard report: [http://apex.oracle.com/pls/otn/f?p=33642:198]
To create this, you need to:
1 - Through Shared Components, Templates - create a new Report Template based on a copy of the existing Standard report template.
2 - When you have your new template, edit it.
3 - In the template's "Before Rows" setting, replace what's there with the following:
<style type="text/css">
#table1 th {white-space: nowrap}
#table1 td {white-space: nowrap}
#table2 th {white-space: nowrap}
#table2 td {white-space: nowrap}
</style>
<table cellpadding="0" cellspacing="0" summary="" style="padding:0px; border-collapse:collapse;">#TOP_PAGINATION#
<tr><td>
<tr>
    <td style="vertical-align:top; background-color:#EFEFEF; padding:0px; border:1px solid darkgray;">
      <div id="d1" style="background-color:white; margin:0px; border:0px; padding:0px;">
      </div>
    </td>
    <td style="vertical-align:top; padding:0px; border:1px solid darkgray;">
      <div id="d2" style="overflow-X:scroll; margin:0px; border:0px; padding:0px; border-right:1px solid darkgray;">
<table cellpadding="0" border="0" cellspacing="0" summary="" class="t12Standard" id="table2">4 - In the template's "After Rows" setting, replace what's there with the following:
      </div>
    </td>
</tr>
</table><div class="t12bottom">#EXTERNAL_LINK##CSV_LINK#</div></td></tr>#PAGINATION#</table>
<script type="text/javascript">
var d1 = document.getElementById("d1");
var t2 = document.getElementById("table2");
var t1 = t2.cloneNode(false);
t1.style.width = "100%";
t1.id = "table1";
d1.appendChild(t1);
var t2Rows = t2.rows;
var k;
var r;
var c;
for (k = 0; k < t2Rows.length; k++)
r = document.createElement("TR");
t1.appendChild(r);
c = t2Rows[k].cells[0].cloneNode(true);
r.appendChild(c);
t2Rows[k].deleteCell(0);
d1.innerHTML += "";
</script>5 - On your report's Report Attributes, change the template used for the report from "Standard" to your new one
6 - Also on the report's Report Attributes, set "Enable Partial Page Refresh" to No - this is required as we need the javascript in the template to be run whenever pagination happens and Partial Page Refresh does not seem to allow us the means to trigger javascript
7 - Finally, on the report region's Region Footer, add in:
<style type="text/css">
#d1 {width:75px;}
#d2 {width:500px;}
</style>#d1 refers to the width of the frozen column and #d2 is the width of the rest of the report - you can adjust these figures as required.
The template contains two DIV tags - d1 and d2. Initially, d1 is empty and d2 contains the report. The javascript moves the first cell in each row from d2 to d1. The styles then add the scrolling functionality.
Andy

Rules based on multi-level categorization

Similar Messages

Maybe you are looking for