In order to carry out the Customizing for communication preferences, you must do the following:
Step 1: Define Correspondence Types
Step 2: Define Communication Preferences Category (Correspondence Roles)
Step 3: Define Allowed Send Methods
Step 4: Define Correspondence Types for the Communication Preference Category and Address Determination
Step 5: Define Correspondence Variants
Step 6: Activate BC Set for the Customizing
Correspondence types used in the Communication Preferences feature in SAP Multichannel Foundation for Utilities, must be maintained in Customizing under
.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.
Communication Preferences Category is based on the Correspondence roles. To define the Communication Preferences Category, you need to do the following:
Create a new Correspondence role as the Communication Preferences Category in Customizing under
.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.
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
You must define send methods for each communication preferences category by doing the following:
All sending options are maintained in Customizing under
.Note
You must ensure that the allowed send method has been already defined in the Customizing mentioned above.
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
The Correspondence Types for each Communication Preference Category need to be maintained in Customizing under
.In the standard Customizing that is delivered with SAP Multichannel Foundation for Utilities, the following entries are maintained:
Corr. Type | CorresRole | Addr. Type |
---|---|---|
0019 |
| XXDEFAULT |
0031 |
| XXDEFAULT |
UMCO |
| 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)
.
The standard delivered communication preferences Customizing is illustrated in the following diagram:
Communication Preferences
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 | ||
2 | Not to send | |
3 | SMS | |
4 | Not to send | |
5 | Not to send | Not to send |
6 | Not to send | SMS |
7 | SMS | |
8 | SMS | Not to send |
9 | SMS | SMS |
10 | ||
11 | Not to send | |
12 | 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
.Variant | Correspondence Name | CTyp | Periods | DispContrl |
---|---|---|---|---|
UM00 | UM00-MAIL/MAIL | 0019 0031 UMCO | Immediately Immediately Immediately | |
UM01 | UM01-MAIL/NONE | 0019 0031 UMCO | Immediately Immediately Immediately | NONE |
UM02 | UM02-MAIL/SMS | 0019 0031 UMCO | Immediately Immediately Immediately | SMS |
UM03 | UM03-NONE/MAIL | 0019 0031 UMCO | Immediately Immediately Immediately | NONE NONE |
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 |
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 |
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.
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.