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Applies to:
SAP CRM 7.0 Alert Management through actions. For more information, visit the Customer Relationship Management homepage.
Summary
This document gives step by step guidance for alert configuration in SAP-CRM. In end-to-end scenarios there could be situations where we need to raise alerts for our sales managers or service managers. This could be easily handled by sending alert mails to the appropriate receiver specifying the information. Authors: Yaswanth Kotakonda and Bharat Batchu
Company: Kpit Cummins Info Systems Limited, Pune Created on: 22 October 2010
Author Bio
Yaswanth Kotakonda is a SAP CRM 7.0 Certified Consultant from Kpit Cummins Info Systems Limited, Pune. He has expertise in SAP CRM Sales, Service and E-commerce.
Bharat Batchu is a SAP CRM 7.0 Senior Functional Consultant from Kpit Cummins Info Systems Limited, Pune. He has expertise in SAP CRM marketing, Sales and E-commerce
Table of Contents
Setting Alerts ...................................................................................................................................................... 3 Step 1: ............................................................................................................................................................. 3 Step 2: ............................................................................................................................................................. 4 Step 3: ............................................................................................................................................................. 4 Step 4: ............................................................................................................................................................. 6 Step 5: ............................................................................................................................................................. 6 Setting up Method call Trigger_Alert ................................................................................................................ 7 Step 6: ............................................................................................................................................................. 7 Setting Up Actions: ............................................................................................................................................. 9 Step 7: ............................................................................................................................................................. 9 Step 8: ........................................................................................................................................................... 10 Step 9: ........................................................................................................................................................... 10 Webui Configuration ......................................................................................................................................... 11 Step 10: ......................................................................................................................................................... 11 Step 11: ......................................................................................................................................................... 12 Related Content ................................................................................................................................................ 14 Disclaimer and Liability Notice .......................................................................................................................... 15
Setting Alerts
Step 1: Creating Alert Category Go to T-Code ALRTCATDEF create a new alert Classification CRM_ALERT and provide a description
Step 2: Select the Classification CRM_ALERT and create a new alert category ALERT_MAIL with description Alerts for Sales Managers and press ENTER.
Lets say, I would need Business Trans. Cat and Transaction id information for the Alert.
We need to Create Container elements for Business Trans. Cat and Transaction id 1. Object type (Business Trans. Cat)
Step 4: Select tab Long and Short Text Enter the information required for Alert. To add Container element in the text, select And add the relevant element.
Save the Alert Category. Step 5: Select Authorization Subscription. Click on new entries and add the role SAP_BC_ALM_ALERT_USER or we can use any other relevant role. (Make sure that the role is assigned to the Alert recipient in SU01)
Note: If we have fixed users, we can assign the Fixed Recipients Option.
Follow the steps below Copy the BAdI TRIGGER_ALERT to YTRIGGER_ALERT and do the necessary changes below
Change your TRIGGER_ALERT method as follows: Insert the following call before the call of the SALRT_CREATE_API function module:
CALL FUNCTION 'SWC_ELEMENT_SET' EXPORTING element = 'PROCESS_TYPE' field = ls_orderadm_h_ref-process_type TABLES container = lt_container EXCEPTIONS OTHERS = 1. CALL FUNCTION 'SWC_ELEMENT_SET' EXPORTING element = 'OBJECT_ID' field = ls_orderadm_h_ref-object_id TABLES container = lt_container EXCEPTIONS OTHERS = 1.
Setting Up Actions:
Step 7: Create an Action profile YALERT and create and Action Definition as YLEAD_ALERT1 with description Alert Lead Information. Select the Partner function as Employee Responsible in the Action definition. Select the Method call as Processing type and assign method TRIGGER_ALERT
Step 8: Enter the Element name as CATEGORY and relevant description. Enter the Structure name as SXMXALERTCAT and the Field as Category.
Step 9: Go to initial value tab and Give the initial value as the Category we have created.
Webui Configuration
Step 10: Log on to Webui > Select the worklist from the navigation bar
Select Personalize alerts and Click subscribe for the alert CRM_ALERT and save.
Now when a Lead is created, the Alert would be triggered to the Partner function Employee responsible of the lead. Make sure that the Employee has proper Details like communication method and Default communication method.
To test our alert configurations run the report RSALERTTEST. Specify the alert category ALERT_MAIL that we have created in ALRTCATDEF. Execute (F8).
Related Content
www.service.sap.com http://www.sdn.sap.com/irj/sdn http://help.sap.com Alert Configuration on help.sap.com For more information, visit the Customer Relationship Management homepage.