Entering Memos 

Use

You can create memos when you want to enter information or instructions for the next processor of the case. 

Memos have different text types, which are defined in Customizing and can be controlled using authorizations. It should not be possible to change memos with the text types Final Comment and Business Memo. 

The business memos you can use are usually listed and explained in the business rules.

Prerequisites

You are in the Processing Area: Case and you are processing a case.

Procedure

To change a business memo, proceed as follows:

...

       1.      Select  Process Route in the function bar under attributes.

All memos that have been assigned to a memo are displayed in the upper screen area of the component Memo. 

       2.      Select a text type for your memos from the input help  Business Memo (Change Text Type).

       3.      Enter the memo in the lower screen area.

If you want to be able to use the whole screen for processing the memo, you can:

¡        Hide the attribute in the function bar above the attributes by selecting  Attributes.

¡        Or switch to the SAPscript editor by selecting  Switch to SAPscript Editor. Click on the green arrow to return to the case.

       4.      Choose  Copy.

The memo is copied to the screen above. The text type you selected is displayed as the header of the memo.

       5.      You can process the last memo you entered in the following way:

¡        Change last memo

Select  Last Text. The text is displayed in the lower screen area and can be processed.

¡        Reversing Changes

Select  Reverse Changes. All changes made in the current processing step are deleted.

Note that the changes you can make to the existing memos depend on the authorization you have for the text type.

       6.      Click on  Save in the upper level of the function toolbar to save the memo.

Result

You have created a memo for a case that is visible for all following processors, but they cannot delete or change the memo.