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Procedure documentationCreating a Change Transaction Locate this document in the navigation structure

 

A problem has been detected in a system. No support message has been created, but you want to create a request for change or a change document anyway.

Prerequisites

  • You have the role SAP_CM_REQUESTER.

  • If you want to create requests for change from templates, you have created a template. For more information, see Creating a Template for Requests for Change.

  • If you want to create requests for change from a solution, you have selected the check box Using Change Request Management, on the Solution Settings tab page in the solution directory.

Procedure

Creating a Request for Change from the Change Management Work Center

  1. Go to the Change Management work center.

  2. Choose New Request for Change.

    The WebClient UI is started.

  3. Make an entry in the mandatory fields, or choose an appropriate option:

    • Description

    • Sold-To Party

    • Requester

      This field should be prefilled with your business partner, but you can change it.

    • Change Manager

      Enter the business partner of the change manager responsible for approving or rejecting the request.

    • Approval Procedure

      By default, the approval procedure for requests for change (CR) is selected.

  4. On the Text assignment block, describe the change to be implemented.

  5. Choose Save.

Creating a Request for Change from a Template

  1. Go to the Change Management work center.

  2. Choose New Request for Change.

    The WebClient UI is started.

  3. Choose New from Template.

    The system displays the search help for templates for requests for change.

  4. Select the template on which to base your request.

  5. Complete the request by making entries in the mandatory fields or choosing options, as described above.

  6. Choose Save.

Creating a Request for Change from a Solution

  1. In the solution for which you want to create a request for change, go to a structure element, for example, a business process.

  2. Go to edit mode.

  3. Choose Create Request for Change and confirm the dialog box.

    The WebClient UI is started.

  4. Follow the procedure for creating requests for change from the Change Management work center, and continue from step 3.

Creating a Change Transaction from the Business Blueprint or the Configuration

You can create requests for change and change documents from the Business Blueprint and the Configuration transactions.

  1. Select a project for which you want to create a change transaction.

  2. Select the relevant structure element.

  3. Go to edit mode.

  4. On the Service Messages tab page, choose   Create   Change Transaction  .

  5. Choose the change transaction type you want to create and add a description.

    The change transaction is displayed on the Service Messages tab page.

  6. Save your data.

    The change transaction is now available for processing in the WebClient UI.

Creating a Change Transaction from a Roadmap

  1. In transaction RMMAIN, select a project with a roadmap assigned to it.

  2. Select a workpackage.

    The roadmap structure is displayed, and the selected workpackage is marked.

  3. On the Service Messages tab page, choose   Create   Change Transaction  .

  4. Choose the change transaction type you want to create and add a description.

    The system saves the transaction automatically and it is displayed on the Service Messages tab page.

  5. The change transaction is now available for processing in the WebClient UI.

Creating a Request for Change from a Job Request

  1. In the Job Management work center, choose an existing job request for which you are the processor. Select a job request, and choose Display or Edit.

    The system displays the job request document.

  2. Choose   Actions   Create Request for Change  , in edit mode

  3. When you save, the system creates a request for change.

    You can now call up the request for change by choosing it from the Change Management work center, or directly from the WebClient UI. The system has transferred data from the job request to the request for change, for example, the description and the processor. The request for change has the scope Administrative Change assigned, and its predecessor is the original job request. You can display this information in the corresponding assignment blocks.

    You can now complete the request for change with more details.

Creating a Request for Change from an Incident

  1. In the incident in the WebClient UI, choose Create Follow-Up and select Request for Change.

    The system generates a new request for change. It contains data from the incident, for example, the number of the incident in the Relationships assignment block and the installed base in the Scope assignment block.

  2. Complete the request for change with more details.

  3. Save the request for change.

Creating a Request for Change from System Recommendations

For more information, see Creating and Displaying Requests for Change.

Creating a Request for Change from a Project Management Project Task

For more information, see Creating a Request for Change in a Project Management Project Task

Result

A request for change has been created and assigned to a change manager for validation. The status of the request is Created. The change manager will get the change request via his worklist, for validation and approval.

More Information