Category Modeler
Transcript of Category Modeler
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SAP CRM Category Modeler
SAP CRM Category ModelerIlyas Ahmed
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Category Modeler
Using this function, you can create categorization schemas with relatedcategories, and assign the schemas to applications such as service orders,
service tickets, and complaints.
In addition, you can use a categorization schema to make additional
functions and information available in your applications. For example, youcan assign knowledge articles to categories.
When you select a corresponding category in a service order, you can
choose to add the knowledge articles that are linked with the category, to
the service order.
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Features
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Authorizations for the Category Modeler
You can set up authorizations to control access to the various functions of the
category modeler.
You create authorizations by defining values for authorization objects in
authorization profiles. You then use roles to assign these to users or user groups.
You manage authorization objects in user maintenance or role maintenance. To do
this, in the SAP menu, choose:
Architecture and TechnologySystem Administration User Maintenance
Users
and
Architecture and TechnologySystem Administration User Maintenance
Role AdministrationRolesThe authorization
object for the category modeler is CRM_CATEGO.
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Configuration to Create Category Modeler
Scenario is to create Categorization Schema for CRM Complaints IMG Customization
Create Transaction Type, Item Category and Item Category Determination
Create Catalog
Create Codes, Code Group profiles referring the Catalog
Create Subject Profile
Assign Catalog to Subject Profile
Assign Subject to CRM Complaints Transaction Type
CRM Web UI Customization
Create Categorization Schema Definition
Create Schema levels
Assign schema to Subject Profile
Activate Schema
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IMG Customizing Steps
Define Catalog. ZA
Define Code and Code Groups for Catalog
Note: Select relevant Catalog for Transaction type e.g. for Complaint select Complaint only.
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IMG Customizing Steps
Select individual Code Groups and create Codes (creating Codes referring Code Groups)
Create Code Groups
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IMG Customizing Steps
Create Code Groups
2008 Capgemini - All rights reserved8
SAP BS CRM SERVICE OFFERING
ONEPAGERS_V3.0_080225.PPTX
Create Code Groups
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IMG Customizing Steps
Set Code Groups status to Release
Create Code Group Profiles
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IMG Customizing Steps
Assign Code Groups for Profile
Define Subject Profiles
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IMG Customizing Steps
Assign Code Groups to Subject Profile
Define Codes to the Subject Profiles
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IMG Customizing Steps
Assign Subject Profile to Transaction Type
Select Service process
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Category Modeler: Category Details
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Category Modeler Customizing Steps
Logon to Web UI as Business Role Servicepro
Click on Service Operations from Navigation Bar and Select Categorization schema under Create Option
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Category Modeler Customizing Steps
Categorization Schema for Complaint
Select ApplicationID-Complaint andValue ZB Subject
Profile
AftercreatingCategoryHierarchyStatus-should beReleased
A C d /C t l /C d
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Category Modeler Customizing Steps
Categorization Schema for Complaint
A Code/Catalog/CodeGroup is assigned toeach category in thecategory modeler
SelectSubjectCodeManually
Within the details of category it is possible to assign different
Element e.g. standard or activity templates.
Search Queries Standard Responses Problem and solutions Service Order Templates Products
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Category Modeler Customizing Steps
Created Category Hierarchy 3 Level with Sub - Hierarchy
1. Credit Card
2. New Card
3. Problem
Select New forevery categoryHierarchy
It will reflect in Transactiontype Demo Complaint
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Category Modeler Action
1. Create Complaint -
It will reflect inComplaint
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Quest ions?