Subject profile : Subjects, Reasons, categorization schema
Dear Experts,
For a service ticket I need to create subjects, reasons as well as categorization schema.
For the subjects, I have created the subject profile and have assigned it to the Service BT category
For the reasons, I have created the subject profile and have assigned it to the Business Activity BT category.
Since there is already a subject profile assigned to transaction for service; how would I assign the subject profile for the categorization schema?
Thanks & REgards,
Kanthimathi
Hi Kanthimathi,
You can assign the both subject profiles to the different business transaction categories of the same transaction type.
Assign the reason codes subject profile to Business transaction Categroy BUS2000126 Business Activity and
Categoriztion Schema subject profile to the business transaction category BUS2000116 Service Process .
Let me know if you have any issues.
Reward points if it helps.
Regards,
Madhu
Similar Messages
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Service Ticket - Categorization Schema (Codes, Catalogs, Code Groups)
I have a Categorization Schema (attached to a subject profile used as categorization for a service ticket in CRM 2007 IC)
BMW
--- 3 Series
--- 5 Series
--- Z4
Mercedes Benz
--- C Class
--- E Class
--- S Class
I have
Catalog - "Cars"
Code Group "BMW" with it's Codes (2, 5, Z4)
Code Group "Mercedes" with it's Codes (C, E, S)
When I create the Schema each node asks me for a Subject Code. In the dropdown I get 2,5,Z4, C, E, S.
How do I just get it to show the codes in the subject code dropdown relevant to either BMW or Mercedes?Hi David,
I can easily relate to your concern as i was also involved with the same.
Actually category schema will always give you list of all the codes because there is no heirarchy maintained. Hence , it is a one time activity wherein you will have to select the particular codes from the list of all codes for your schema heirarchy.
I gave the description to my codes to make it simpler..
ie..category 4 for me reads -->Cars-BMW-Z4
--->cars-MZ-C
This is just a help so that you can easily reach your correct code from the list of codes to be assiogned for your category modeler
this is one of the most laborious tasks, although it can be imported and exported.
hope this helps
Thanks
Regards
Raj -
Steps to use Classification w service tickets- No categorization schema
I have been searching SAP help & SDN but no luck figuring what steps I need to do to use the classification in the Service Ticket.
1. I used the category modeler to create a 2 level schema.
1a. schema assigned to busines activity ticket in application area, parameter = subject profile, Value = ZACT00002.
1b. status is released
1c. in the categories I assigned to a catalogue / code group / code ZACT00002 (as set up in the IMG - Catalogues, codes, profiles)
2 I assigned the DEFAULT categorization profile to my IC profile (has service allowed to 4 levels)
3. I don't have a service product assigned but not sure I need one (nor know how to assign one)
But when I confirm a BP, the error message > >>>
No categorization schema assigned to application area (BUS_ACTIVITY, SUBJECT_PROFILE, ZACT00002)
& go to service ticket, the classification field is still empty.
Would appreciate if someone could tell me what I am missing.
Edited by: Glenn Michaels on Feb 12, 2008 2:34 AMHi Glenn
The Status of the Schema should be active. You can set a Date & Time From (and To) which the schema is valid for.
Normally the default from date is set for 24 hours time, which means you wait till the schema is active before you test, however you can change this, I usually set it to 10 minutes in the future.
That is probably your main issue at the moment, once the Schema is "Active" you should have more luck.
You will need to create a Product for "Service", called INVESTIGATION. Wihout this product you'll be dogged with product related errors.
Before you create the INVESTIGATION Product you'll need to ensure a Hierachy and Category exist which the Product can belong to. I think the Best Practices guide will help you with this.
If you get stuck further, drop another hit.
Good Luck.
Arden.
Reward with points if helpful -
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.
StevenHi 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 -
Categorization Schema overlaps
hi everyone,
I'm creating a new categorization schema.
When i insert in application Area "service order" and subject profile "SAP Standard Damage" it returns a me an another schema, in schema per Application Area, because the system have found another schema with the same subject profile.
Now i have in application area two schema, so when i switch to status "release", i have obviously the following error message: "Schema overlaps with released schemas in application area (SERVICE_ORDER, SUBJECT_PROFILE, SERVICE)".
How could i delete or deactivate the old schema found?
Please Help me!
Best regards!
VirginiaHi Virginia
Create a new version of the schema you want to remove.
Set the activate and end date of your schema to be 1 minute apart and release.
The new version with then deactivate after a minute which should allow you genuine new schema to be released shortly thereafter.
If you need more assistance let me know.
Regards
Arden -
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
VinodHi 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 -
Hi All,
I am trying to create a draft version for Categorization schema from active version, active version has subject codes assigned at last level, while creating a draft version these subject codes are not copied to draft version. Please suggest.
Regards,
S Reddydear friend,
1. select the 'Active' version and hit New
2. edit your new cat. schema ; goto General Data and set Valid-From Date and Valid-From Time, also set Status 'Released'
3. 'Save' your new schema
await for that date/time (you've just set as Valid-From), log in to WebUI and check it out
good luck! -
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 FegerHi,
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 -
How to sort on category id using categorization schema in SAP CRM 7.0
All,
Currently we are using categorization modeler within CRM7.0 for complaint transactions. It seems that the sortation with respect to the categories which have been defined within a categorization schema, is based on the date that the categories were created (as per sap note 1423480). A business requirement is to have the categories sorted on category id instead of creation date of a category. Does anyone know how to implement this?
Regards, SanderHi Marianne,
By standard this is not possible.
SAP recommended to arrange the desired sortation via BADI: CRM_BWA_MFLOW.
We will start implementing this in the upcoming weeks.
Regards, Sander -
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. -
Search using second categorization schema not working
Hi.
We're currently using SolMan 7.1 for quite some time now and we've successfully set up 2 categorization schemas. However, we recently noticed that the second categorization schema doesn't seem to work when we try to search for transactions using categories from this schema. Can you pls. give us an idea on what configurations we could be missing out on? Will greatly appreciate your help. Thanks in advance.
Regards,
TheresaTheresa Viña Ng wrote:
Hi.
We're currently using SolMan 7.1 for quite some time now and we've successfully set up 2 categorization schemas. However, we recently noticed that the second categorization schema doesn't seem to work when we try to search for transactions using categories from this schema. Can you pls. give us an idea on what configurations we could be missing out on? Will greatly appreciate your help. Thanks in advance.
Regards,
Theresa
Hello, Theresa. I don't know if this problem is still actual for you - but may be SAP Note 2060164 (Category search criteria is not working for 2nd MLC schema) will help you...
BR,
Artem -
No Categorization Schema assigned to application Area
Hi Friends,
I am getting following error message while creating a BP Contact persom from IC WebClient.
"No Categorization Schema assigned to application Area(BUS_ACTIVITY, SUBJECT_PROFILE, ACT000001)"
The BP's are getting created, but the message appears once we try to identify the account.
I think I am missing some configuration.
Can you pls help me on this ?
Thanks and warm regards
PurnenduHi Maiti ,
Category modeler provides you four fields in the order type you wish to see it these fileds can be used as per your requirements and you can set a logical drop down say if A is selected in the first field then what should appear in the second & so on .
To activate
1.Add the CRM BSP application CRMM_ERM_CAT
2.Launch the category modeler
3.Select the advanced search and then go
4.Create new schema
5.keep the status in general tab as draft,go to application area and select the service ticket(where you want to see it).Go to categories tab
6.Here you create a sub note say product
7.create a subnote to this which will appear in the next field when product is selected in the first....and so on.
Now once the logical seq is set ,go to general tab and set the status to released.It takes 24 hours for the schema to be active .Once it is active you can see the fields in your application area -
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
VirginiaOk, 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 -
Error No categorization schema assigned to application area (, , )
hi all,
i am getting the error( No categorization schema assigned to application area (, , ))
in web ui while clicking on category drop down in service request.
it is working fine before ehp1 enhancement but now it is showing error.
but still functionality is working only error is displayed.
plz tell me the required step for it.i have even tried note:1268739Did you resolved this issue? I am facing same error message now in EhP1...
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How to upload Categorization Schema that has extensions
Hi CRM Gurus..
I am able to upload the categorization schemas using file upload upto the levels I need.
The issue I am facing is that we have an extension at the last leaf level which needs to be updated as well.
Do anyone have the idea of how to add the extension fields.. I am using CRM_ERMS_CAT_CA_CREATE and CRM_ERMS_CAT_CA_UPDATE function modules for creating the category schema.
Regards
SandeepYou generally can't upload a folder to a website, but some sites allow you to select multiple files. You'll have to refer to the specific website instructions to see if that's possible.
Alternatively, it might be appropriate to first compress the folder in the Finder using rightclick, then "Compress", which creates a single .ZIP file - then upload this file.
Matt
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