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Procedure documentationCustomizing for Communication Preferences

Procedure

In order to carry out the Customizing for communication preferences, you must do the following:

  1. Step 1: Define Correspondence Types

  2. Step 2: Define Communication Preferences Category (Correspondence Roles)

  3. Step 3: Define Allowed Send Methods

  4. Step 4: Define Correspondence Types for the Communication Preference Category and Address Determination

  5. Step 5: Define Correspondence Variants

  6. Step 6: Activate BC Set for the Customizing

Step 1: Define Correspondence Types

Correspondence types used in the Communication Preferences feature in SAP Multichannel Foundation for Utilities, must be maintained in Customizing under Start of the navigation path SAP Reference IMG Next navigation step Cross-Application Components Next navigation step General Application Functions Next navigation step Correspondence Next navigation step Define Correspondence Types End of the navigation path.

This Customizing is cross-client and the following three correspondence types are used in the delivered Customizing for communication preferences:

  • 0019 – Payment Notice

  • 0031 – Notification of Invoices, Credit Memos

  • UMCO – Outage Notification

0019 and 0031 are standard correspondence types for SAP FI-CA. The UMCO is the new correspondence type for SAP Multichannel Foundation for Utilities and should be used for demo purposes only.

Step 2: Define Communication Preferences Category (Correspondence Roles)

Communication Preferences Category is based on the Correspondence roles. To define the Communication Preferences Category, you need to do the following:

  1. Create a new Correspondence role as the Communication Preferences Category in Customizing under Start of the navigation path SAP Reference IMG Next navigation step Cross-Application Components Next navigation step General Application Functions Next navigation step Correspondence Next navigation step Define Correspondence Roles End of the navigation path.

    In the standard delivery for Customizing in SAP Multichannel Foundation for Utilities, the following Correspondence roles are defined as the communication preferences categories:

    • UMC1 – Bill and Payment Notifications

    • UMC2 – Outage Notifications

    Since invoicing in the SAP IS-U system does not use correspondence variants, the special virtual communication preferences category is used for the invoicing documents in the SAP IS-U system. This virtual communication preferences category UMCB is not necessarily defined in the Correspondence role Customizing activity. It must be added to the BAdI method GET_COMM_PREFERENCE_CATEGORY as outlined in the next step.

  2. In the BAdI ISU_UMC_BUSINESS_SETTINGS under the Enhancement Spot ISU_UMC_ODATA, you must implement the method IF_ISU_UMC_SETTING_BADI~GET_COMM_PREFERENCE_CATEGORY to return all related Correspondence roles as communication preferences categories for the SAP Multichannel Foundation for Utilities application. In the standard BAdI implementation, three communication preferences categories are returned:

    • UMCB – Go Green, go paperless

    • UMC1 – Bill and Payment Notifications

    • UMC2 – Outage Notifications

Step 3: Define Allowed Send Methods

You must define send methods for each communication preferences category by doing the following:

  1. All sending options are maintained in Customizing under Start of the navigation path SAP Reference IMG Next navigation step Cross-Application Components Next navigation step General Application Functions Next navigation step Print Workbench Next navigation step Define Shipping Control End of the navigation path.

    Note Note

    You must ensure that the allowed send method has been already defined in the Customizing mentioned above.

    End of the note.
  2. The allowed send methods for each communication preferences category are defined by the BAdI method IF_ISU_UMC_SETTING_BADI~GET_ALLOWED_DISPATCH_LIST in the BAdI ISU_UMC_BUSINESS_SETTINGS. In the standard BAdI implementation, the following allowed send methods for the three delivered communication preferences categories are returned:

    • UMCB – (Go Green, go paperless)

      • STND – Mail (Paper)

      • NONE – Not Sent (Paperless)

    • UMC1 – Bill and Payment Notifications)

      • SMS – SMS

      • MAIL – Email

      • STND – Mail

      • NONE – Not to send

    • UMC2 – (Outage Notifications)

      • SMS – SMS

      • MAIL – Email

      • NONE – Not to send

Step 4: Define Correspondence Types for Communication Preference Category and Address Determination

The Correspondence Types for each Communication Preference Category need to be maintained in Customizing under Start of the navigation path SAP Reference IMG Next navigation step Cross-Application Components Next navigation step General Application Functions Next navigation step Correspondence Next navigation step Configure Address Determination End of the navigation path.

In the standard Customizing that is delivered with SAP Multichannel Foundation for Utilities, the following entries are maintained:

Corr. Type

CorresRole

Addr. Type

0019

UMC1

XXDEFAULT

0031

UMC1

XXDEFAULT

UMCO

UMC2

XXDEFAULT

In the standard SAP FI-CA Correspondence feature, a correspondence type could be assigned to multiple Correspondence roles. However, in the Communication Preferences feature delivered with SAP Multichannel Foundation for Utilities, the correspondence type can only be assigned to one Correspondence role specific to the SAP Multichannel Foundation for Utilities application. Otherwise, the system returns a system error with code E043(ISU_UMC_ODATA).

Step 5: Define Correspondence Variants

The standard delivered communication preferences Customizing is illustrated in the following diagram:

Since there are 4 allowed send methods and 3 allowed send methods for two communication categories in SAP Multichannel Foundation for Utilities, a total of 12 combinations are available for the CommunicationPreference object like it is represented in the following table:

Combinations

UMC1

Bill & Payment Notification

UMC2

Outage Notification

1

Email

Email

2

Email

Not to send

3

Email

SMS

4

Not to send

Email

5

Not to send

Not to send

6

Not to send

SMS

7

SMS

Email

8

SMS

Not to send

9

SMS

SMS

10

Mail

Email

11

Mail

Not to send

12

Mail

SMS

Since the invoicing function in the SAP IS-U system uses the SAP FI-CA dispatch control without using the correspondence variants, the communication preferences category UMCB related to the invoicing document is not included in the combinations.

To model those combinations of communication categories and send methods, the following 12 correspondence variants must be maintained in Customizing under Start of the navigation path SAP Reference IMG Next navigation step Cross-Application Components Next navigation step General Application Functions Next navigation step Correspondence Next navigation step Configure Correspondence Variants End of the navigation path.

Variant

Correspondence Name

CTyp

Periods

DispContrl

UM00

UM00-MAIL/MAIL

0019

0031

UMCO

Immediately

Immediately

Immediately

MAIL

MAIL

MAIL

UM01

UM01-MAIL/NONE

0019

0031

UMCO

Immediately

Immediately

Immediately

MAIL

MAIL

NONE

UM02

UM02-MAIL/SMS

0019

0031

UMCO

Immediately

Immediately

Immediately

MAIL

MAIL

SMS

UM03

UM03-NONE/MAIL

0019

0031

UMCO

Immediately

Immediately

Immediately

NONE

NONE

MAIL

UM04

UM04-NONE/NONE

0019

0031

UMCO

Immediately

Immediately

Immediately

NONE

NONE

NONE

UM05

UM05-NONE/SMS

0019

0031

UMCO

Immediately

Immediately

Immediately

NONE

NONE

SMS

UM06

UM06-SMS/MAIL

0019

0031

UMCO

Immediately

Immediately

Immediately

SMS

SMS

MAIL

UM07

UM07-SMS/NONE

0019

0031

UMCO

Immediately

Immediately

Immediately

SMS

SMS

NONE

UM08

UM08-SMS/SMS

0019

0031

UMCO

Immediately

Immediately

Immediately

SMS

SMS

SMS

UM09

UM09-STND/MAIL

0019

0031

UMCO

Immediately

Immediately

Immediately

STND

STND

MAIL

UM0A

UM0A-STND/NONE

0019

0031

UMCO

Immediately

Immediately

Immediately

STND

STND

NONE

UM0B

UM0B-STND/SMS

0019

0031

UMCO

Immediately

Immediately

Immediately

STND

STND

SMS

All variant IDs in the combination set must have the same 2 characters as prefix. The prefix is defined in the BAdI implementation method GET_CORRESPONDENCE_DEFAULT by the property MV_VARIANT_PREFIX. When a new variant combination set used for communication preferences is created, you must ensure that the prefix is unique and not used by any other variant. The prefix for the standard delivered variant set is “UM”.

An OData Service retrieves only variants with the prefix defined in Customizing. If a variant has the correct prefix, the service returns values of the communication preferences defined by this variant. If the variant name is different, the user sees that their communication preferences are not maintained.

In order to help the system administrator to set up the correspondence variants correctly, the report ISU_UMC_MAINTAIN_VARIANT has been developed to generate all variant combinations based on the current Customizing and BAdI implementation.

Step 6: Activate BC Set for the Customizing

You have to activate the BC Sets ISU_UMC_CORRESP_DISPATCH_CONTROL and ISU_UMC_CORRESPONDENCE by using transaction SCPR20. Based on the delivered example, you can maintain your own Customizing for communication preference categories and generate a new variant using a different variant prefix.