Where to maintain Rule Modeler Profile in SPRO?

Hi All,
I am creating Request for Change transactions in CRM, and everytime I create a document it shows an error asking to 'Maintain Rule Modeler Profile in Customizing' - I have been trying to find where to maintain this setting but unable to find it.
Could anyone of you help me out on this, Thnx.
Regards.

Jacob,
If you want more information on the rule modeler, you can also check:
[http://sapcrmweblog.blogspot.com/2011/02/enhanced-ic-webclient-alerts.html|http://sapcrmweblog.blogspot.com/2011/02/enhanced-ic-webclient-alerts.html]
[http://sapcrmweblog.blogspot.com/2010/09/intent-driven-interactions.html|http://sapcrmweblog.blogspot.com/2010/09/intent-driven-interactions.html]
[http://sapcrmweblog.blogspot.com/2010/10/routing-of-escalated-service-tickets.html|http://sapcrmweblog.blogspot.com/2010/10/routing-of-escalated-service-tickets.html]
[http://sapcrmweblog.blogspot.com/2010/09/escalate-button-in-interaction-record.html|http://sapcrmweblog.blogspot.com/2010/09/escalate-button-in-interaction-record.html]
Regards,
Pieter

Similar Messages

Where to create and maintain rule modeler

Hi Experts,
Where can I create and maintain Rule Modeler to set up ERMS, and kindly provide what are the steps required to maintain rule modeler. thanks
Regards,
Lakshmana.P

Hello,
It depends a little on the CRM release you are using. In older versions of CRM up to CRM 5.0, the Rule Modeler is accessed from the Netweaver (Enterprise) Portal via the IC Manager role (though it can also be launched directly using the BSP application from SAP GUI). In CRM 2006s/CRM 2007 and CRM 7.0 the Rule Modeler is available in the CRM WebClient from the IC Manager business role. It's located under the menu heading, "Process Modeling".
Best regards,
John

Where we maintain data for this Table T015W in SPRO

Hi Gurus,
I wanted to know that where we maintain data for this table T015W.
This Table relates to banking.

Hello,
You could maintain the instruction keys in SPRO under the path
Financial Supply Chain Management > Treasury and Risk Management > Basic Functions > SAP Business Partner for Financial Services > Settings for Financial Services > General Settings > Basic Settings > Define Instruction Keys
Kind regards,
Vinodh

Rule Modeler / Action Profile

Hi all,
What is the difference between Action Profile & Rule Modeler features ?
Thanks,
Eli

Hello, Eli.
I'll try to explain. But on my mind the shortest answer would be: 'They are totally different'. Means they are used for totally different purposes.
Action Profile is used to do something (actually whatever you want, but mainly for print out, sending mails, changing statuses, creating subsequent documents) regarding particular business transaction. It can be triggered automatically (for instance, on document save or by the report) or manually. Based on some conditions (mainly information from the document) or without them.
Rule Modeler is used to create some rules. They are actually triggered by events which a rule engine listens (subscribes) to. After an event is triggered the rule engine check conditions defined in the rule (conditions can be based on any information in the system). And if conditions' check is passed then the rule engine calls defined method (there are some standard but you can extend the line).

Regarding Rule Modeler

Hi All,
Here we are facing a different problem in Rule Modeler.
We are using ICWC 5.0 Version.I have added one category in Category Modeler and that Category should be Routed automatically to a particular group.So in Rule Modeler i have added that categories defined condition and actions so for that categories after defining when i am creating the service ticket after classifying all the categories when i click save and Assign it is shwing a message that "No routing has been maintained" Actually it should rout to that particular group where i have defined in Rule modeler.Kindly suggest me any more settings are required for automatic routing.
Regards
Sekhar.

Hi,
In your rule modeler screen ..what is the category you are assigning and are you storing it in the subject profile codes?
please check for a subject profile assignement in your rule modeler.
I hope it helps
Regards
Raj

R/3 to XI (Idoc to File): Do we need to maintain distribution model in R/3?

Hi All,
I have a very basic question regarding Distribution model.
My scenario is IDOC-->File ( SAP R/3 --> XI). So all I am trying to do is send the IDOC frrom R/3 to XI. ( Within XI I am going to do an FTP to the 3rd party file server)
I have created a distribution model, but was wondering if I really need to create one as message is going from R/3 to XI and not from R/3 to another R/3.
Please help let me know If I need to distribute this model to XI or to SAP production sytem or I do not need to duistribute at all for this scenario.
Thanks
Shirin

Hi,
if you create partner profiles and port via t.code.
i hope, it's not required to maintain Distribution model.
please check the below points.
Configuration Steps for Idoc to File Scenario.
This is complete step by step document for configuring the idoc to file scenario along with ALE Settings
To Configure the IDOC TO FILE SCENARIO, SETTINGS IN SAP-XI
STEP 1:ALE SETTINGS IN SAP-XI
We need to do the following settings in XI
1) Create an RFC Destination to the Sending System in transaction code (SM59)
a) Choose create
b) Specify the name of the RFC destination
c) Select connection type as 3 and save
d) In the technical settings tab enter the details SAP SID/URL and system number#
e) Enter the Gateway host as same details above SID/URL
f) Gateway service is 3300+system number#
g) In the Logon /Security tab, enter the client user & Password details of Destination system
h) Test the connection and remote logon.Both should be succesful
2) Create Port Using Transaction Code IDX1
a) Select create new button
b) Enter the port name as SAP+SID (The starting char should be SAP)
c) Enter the destination client
d) Enter the RFC Destination created in SAP R/3 towards other system
e) Save
3) Load Meta Data for IDOC Using transaction Using Transaction (IDX2)
a) Create new
b) IDOC Message Type
c) Enter port created in IDX1
SETTINGS IN SAP R/3
We need to do the following settings in R/3
Logon to Sap R/3 System
1) ALE SETTINGS TO POST IDOC OUT OF SAP-R/3 ***********************************************************************
a) Create RFC Destination using T.code in SM59.
b) Specify the name of the RFC destination
c) Select connection type as 3 and save
d) In the technical settings tab enter the details SAP SID/URL and system number#
e) Enter the Gateway host as same details above SID/URL
f) Gateway service is 3300+system number#
g) In the Logon /Security tab, enter the client user & Password details of Destination system
h) Test the connection and remote logon.Both must be succesful
2) Create communication Port for Idoc processing Using Transaction(We21)
a) First Select Transactional RFC and then click create button
b) Enter the destination port name as SAP+SID (The starting char should be SAP)
d) Enter the RFC Destination created in SAP R/3 towards other system.
e) Save
3) Create Partner Profile with Outbound Parameters (WE20)
a) Create New
b) Create the Partner no. name as same the logical system name of the destination system
c) Select Partner type LS
d) Enter details for Type: US/USER, Agent, and Lang
Then Save
e) Select Partner no. and LS which were create above
f) Now we have to give some Outbound Parameters.So click on ADD TO Create Outbound Parameter
g) Select Message type
h) Double click on Message Type and Then Enter the details for Receiving port, Pack size=1 and Basic type
I) save
4) In Transaction SALE, Create Logical System
a). Go to Basic Settings-> First Define logical systems
and then assign logical systems
b) Double click on Define the logical systems
c) Give data for your Logicaal System and Name
d) Now click on Save.Here one window may appear just click on Continue.Now the Logical System name is ready
e) Assign the logical system name to the client
5) Create Customer Distribution model in the transaction code BD64
1) Click on the Create modal View button and enter the short text, Technical name etc as shown below
2) Now select the created model view and click on Add message type button .A pop up box appears, enter Sending system, receiving system and message type
3) Save the Distribution model
Generate Partner Profiles
Click on Menu Item u2018Generate Partner Profilesu2019
It leads to the next transaction where in the selection screen you have to provide Model view name, Partner System logical system and execute
Then, you will be intimated about the partners, port creation, and outbound parameters creation
4) Distribute Customer Distribution Model
In the menu item GO to Edit->Modal View-> u2018Distributeu2019 to the destination client
Popup window appears ,press Enter
You will be intimated about the the Modal View Distributed
warm regards
mahesh.

Conditions in rule modeler based on user status

Hi there,
We work with incidents and problems in CRM 7.0 and I want to create a rule in the rule modeler based on the user status on my problem ZITP. But when creating the conditions I only get the standard user status from status profile IT00001, -2 and -3. I have created my own Z-status profiles, but I can't select them here.
Any suggestions ?
Best regards
Annette

Indeed,
The coding in CL_CRM_SRQM_RULE_FIS_US_STATUS seems a little hardcoded to the standard status schema.
SELECT stsma estat txt30 FROM tj30t INTO TABLE lt_status WHERE spras = sy-langu AND stsma LIKE *'IT%*'. "#EC CI_GENBUFF
LIKE 'IT%' makes me think that all user status schemas starting with IT are selected, and not your Z-schema.
My best guess would be to either create an OSS message to SAP, or create your own class (like the one mentioned, with just slightly different coding), and in customizing (check the note where it mentions settings to ORDER_STATUS_E), assign your own class and reset the valuet to "dropdown box".
This should fix your problem.
Regards,
Pieter

Rule Modeler Setting in ERMS

Gurus,
Pls guide me how to set the ERMS Policies in Rule modeler. What is the T-Code?
regards
Ravi

Hello Ravi,
Are you doing in for Winclient or Web client?
Necessary steps for setting up ERMS.
Create Organizational Model (PPOCA_CRM)
Maintain Workflow Standard Settings (SWU3)
Create Receiving E-Mail Addresses for ERMS in CRM System
Define Receiving E-Mail Addresses (CRMC_IC_AUIADDR)
Map Receiving Addresses to ERMS Workflow (SO28)
Assign Agents for E-Mail Handling (CRM_ERMS_WF_CUST)
Activate Event Linking (CRM_ERMS_WF_CUST)
Define Outgoing E-Mail Addresses (CRM_ERMS_OUTG_EMAIL)
Define E-Mail Templates for ERMS (CRM_ERMS_MAILTEMPL)
Maintain E-Mail Forms for ERMS (CRM_ERMS_MAILFORMS)
Add IC Manager user ID to role SAP_PCC_ERMS_ADMIN and SAP_PCC_IC_MANAGER (PFCG)
Define Additional ERMS Services (CRMC_ERMS_SM_SRV)
Define Additional Service Manager Profiles (CRMC_ERMS_SM_PROF)
Extend ERMS Repository (CRMC_ERMS_REPOSITORY)
Define Additional E-Mail Profiles (CRMC_IC_EMAIL)
Define Catalogs, Codes, Subject Profiles (various transactions in IMG under CRM -> Basic Functions -> Catalogs, Codes, & Profiles)
Define Additional Categorization Profiles (CRMC_IC_CATPROF)
Define Additional ERMS Reporting Statuses (CRMC_ERMS_STATUS)
Define Additional ERMS Reporting Events (CRMC_ERMS_EVENT)
Delete ERMS reporting data (CRMD_ERMS_DEL_RDATA)
Hope this helps.
regards,
Muralidhar Prasad Chatna

New Context for 'Problems' in Rule modeler not working

Hi,
I am using the Rule modeler to determine the Service team based on selected Categorization schema for Incidents - it's working fine. Now I want to implement the same for Problems
I created a new Z Context (Master Request) to create a rule policy for Problems -> assigned rule policy to a ZServ.Mgr.Profile Unfortunately the rule policy is not working for problems. The new ZContext was copied from existing SERVICEREQUEST context which also copied all the services within.
Am I missing something ? Please help.
BR.
P.S incidents have an action definition with method DISPATCH that determines service team - same has been assigned to Problems.

Had to use 2 Dispatch methods to determine the service team.

Rule Modeler - Transport

I wanted to check whether it is possible to transport Rule Modeler Configuration. If yes, how do we need to do it. Is there any help available for the same.
Thanks
Deepak

Hi deepak
PCUI application settings will need to be created again as they are not transported .However the configuration(SPRO) settings can be transferred.
So once all config settings are gone you will need to recreate the rule in the PCUI application
Hope this helps !!
Regards
Raj

Routing Service tickets using Rule Modeler

Hi experts,
We plan to use Rule Modeler for routing Service tickets created in Interaction center.
But, I am not aware of how it can be done. Could you let me know how this can be done?
Thanks & Regards,
Raj

Hi Raj
There is an "Escalate" button on the Service ticket. If you are planning to use that then heres how to configure routing using rules policy:
Business Role: IC_Manager
1. Open search in the rule modeler, select the context ID ORDER and start the search.
2. Select the policy DEFAULT and configure it to meet your business requirements by creating rules and assigning relevant conditions and actions.
To create your own policy.
IMG > Customer Relationship Management --> E-Mail Response Management System --> Service Manager --> Define Service Manager Profiles.
To forward to an organization, use the object type "O".
I hope this helps
Regards
Rupesh

Maintain Packing Transaction Profile

Hello Experts,
Can any one please tell me what "Maintain Packing Transaction Profile" or "OVHU2" actually ties into. I like to know why we even maintain these profile, where are they used?
I have two Packaging instruction for one material. I like the the user to decide which one he wants to use while packing. I believe that is possible through Alternate packing instructions. I already maintained that and in OVHU2 maintained the indicator "packaging instrn selection dialog". Even though I did this I am not getting any result.
Any selection in this is not having any effect on my o/B delivery.
Thank You in Advance.

Packing transaction profile is used to automate packing in different documents such as indoubnd delivery,outbound,shipment,etc....
and it is directly linked to the packing instructions in the particular application.
You will need to uncheck the the display mode in your profile which will allow the user to manually select the alternative packing instructions.

FI:where to maintain the data of "Group account number"?

Hi.When I use the T-CODE FS00 to create G/L account,the sap require me to Make an entry in field "Group account number".But when I press F4 on the field "Group account number",the sap tell me there is no values.So I need to maintain the data of "Group account number".But I don't know where to maintain the data of "Group account number".So I need someone give me the T-CODE or some advice.Thanks so much.

Hi,
You have activated group account number. If you have any grp account number of your company please provide the group company account number.
Else if you dont want to give group account number
In T-code: OB13 remove group chart of accounts from your chart of accounts
Best Regards
Ashish Jain
Message was edited by:
Ashish Bohara

Where we maintain the cost of characteristics values in variant conf.

Hello guys,
This thread i have posted many times in sdn , but never got the satisfactory answer.This time again i am trying my luck.
    Actually i am unable to understand how costing takes place in variant configuration.
    Suppose i have created one sales order for configurable material and there we select all the characteristics values which we want.
But we don't maintain the prices of these characteristics values anywhere.So when i create the sales order than how the sales people calculate the cost of that order.
    Take a example of computer.For making computer,i want cabinet, processor, Harddisk, Ram, which are available in many sizes.So What we do that we create one configurable material and inside it we maintain all this characteristics and its values.And then i create one sales order for that configurable material and select the suitable characteristics and its values as reqd my customer.
     Now my question is how they cost that sales order?As we don't maintain the Accounting and costing view in material master of configurable material.
   So where to maintain the prices of these characteristics values?
        Plz guide.

Hi
You can make the price of a variant dependent on the characteristic values assigned (Pricing).You can use
variant conditions to define surcharges and discounts for a variant
Variant u2013Pricing steps
Create condition record
create a procedure where you enter the reference from the characteristic
Assign the procedures to either the characteristic values
configure the material in the sales order
The net price for the material is displayed
If a value that triggers a variant condition is selected when configuring a material in a sales order, the price of the material displayed under Net value is automatically increased or reduced.
In addition, the Conditions pushbutton is displayed.
On pressing this pushbutton,
One can see which conditions have
influenced the price.
I tried to list you as much detail as possible. Hope that you will be able to resolve your issue
Thanks

F110 bank charges where to maintain??

Dear Expert,
I am configuring the automatic payment and client required that the bank charges bear by which party will depend on the transaction. I know that I could maintain the instruction key on vendor master data to inform SAP whether bank charges is deduct from beneficiary account or payer account.
However, for example, for overseas transfer the client need to pay USD10 for bank charges, I mainatained the instruction key 13 on the vendor master data that it pay by beneficiary account. But where to maintain in SAP the USD 10 so when I run F110 the USD 10 bank charge will deduct from the total amount pay and post it to bank charges account?
Thanks
Max

Hi Zubin,
As far as I know the setting you suggested is only for pritning on the form and no bank charges poting will be carried on. Further more, the setting is only allowed to maintain one currency for bank charges but my problem is the bank charges could be in different currencies.
Dear other experts,
If you have better solutions appreciate you could share with me.
Thank you.

Where to maintain Rule Modeler Profile in SPRO?

Similar Messages

Maybe you are looking for