Basic Settings for Change ProcessesIn the IMG activity Make Settings for Change Processes, you can define the input parameters for different change processes. You can define change processes at header and item level for financing, bundles, and services.
In the IMG activity Define Rules for Change Processes, you define the rules that influence a change process at item level. To do this, you use the Business Rule Framework (BRF). You define actions that control how field values are displayed on the user interface. Only those field values that you restricted using the BRF are processed via the Application Programming Interface (API) and displayed on the user interface.
The tool offers great flexibility: You can edit the rules delivered in the standard system and create and assign user-defined rules.
Activate the Business Rule Framework. To do this, set the following indicators:
BRF Active |
|
|---|---|
X |
BRF Active |
Evaluate Changed Fields |
|
X |
Multi-Instance Logic On |
If you want to use rules for change processes, you have to define these in the IMG activity Define Rules for Change Processes. You use expressions to formulate the conditions for the rule. You use actions to define the restrictions on the fields.
In the event 0EVENT001 (application class CRM_CHANGE_PROCESS), you can enter rules for restricting the input fields of a change process. You can use the following BRF standard expressions in SAP CRM:
Implementing Class |
Class Type |
Description |
|---|---|---|
0CRM3O001 |
F |
CRM: Boolean Expression with Three Variables |
0CRMCE001 |
F |
CRM: CASE-Like Expression |
0CRMCF001 |
F |
CRM: Expression of Function Module/Method |
0CRMCN001 |
F |
Constant |
0CRMDI001 |
F |
CRM: Date Interval |
0CRMFB001 |
F |
CRM: SAP Formula Interpreter |
0CRMFR001 |
F |
CRM: Simple Formula |
0CRMFS002 |
F |
Application Class for BRF-1O Integration |
0CRMPM001 |
F |
CRM: Truth Table |
0CRMRV001 |
F |
CRM: Random Number Generator |
0CRMSM001 |
F |
CRM: Field of a Structure |
0CRMTB001 |
F |
CRM: Field of an Internal Table Row |
You can use the Action for Controlled Propagation of Fields to define limits for one or more fields. First, you use a tag expression to refer to the field. You can then include or exclude individual values or intervals. In turn, you can refer to expressions.
The following rules are delivered in the standard system:
Condition |
Action |
Effect |
|---|---|---|
0EXPR003 |
0ACTION001 |
If the change process TERM (Termination) is set for the financing item, the BRF automatically uses the change process TERM for service items as well and sets the contract end date of the financing item as the effective date. |
0EXPR008 |
0ACTION002 |
If the change process TERM (Termination) is set for the product bundle item, the BRF automatically uses the change process TERM for the financing item as well. |
You also define expressions, events, and actions in the IMG activity Define Rules for Change Processes, in the application class CRM_CHANGE_PROCESS.
You make settings in the IMG activity Determination of Target Transaction Type in Change Processes if there are several transaction types in the system for which the change processes are to be executed. If the only difference in the transaction types is in the Transaction Type (Quotation) and Transaction Type (Contract) fields, you do not need to configure a separate change process for each transaction type.
Example
Change Process |
Transaction Category |
Object Type |
Transaction Type |
Transaction Type (Quotation) |
Transaction Type (Contract) |
|---|---|---|---|---|---|
ETER |
BUS2000114 |
BUS2000138 |
LEAO |
LEAO |
LEAS |
ETER |
BUS2000114 |
BUS2000138 |
LEAS |
LEAO |
LEAS |
LCOO |
BUS2000114 |
FSC1 |
FSO1 |
FSC1 |
|
LCOO |
BUS2000114 |
LEAS |
LEAO |
LEAS |
|
NEWL |
BUS2000114 |
BUS2000138 |
LEAS |
LEAO |
LEAS |
Note
Do not enter any values for the parameters Transaction Type (Quotation) and Transaction Type (Contract) in the change processes. In this case, the system transfers only the transaction types that are entered in the change processes.
Before you can execute change processes, you need to define search strategies.
You define search strategies in the IMG activity Define and Assign Search Strategies.
In the IMG activity Transaction-Dependent Settings for Change Processes, assign a combination of Transaction Type / Item Category to each search strategy for the different change process steps.
Transaction Type |
Item Category |
Search Strategy: Change Processes |
Search Strategy |
Search Strategy: Contract Inception |
Search Strategy: Cancellation |
Number |
LEAO |
LEFA |
LSIT000201 |
LSIT000202 |
LSIT000203 |
0000000002 |
|
LEAO |
LEFC |
LSIT000201 |
LSIT000202 |
LSIT000203 |
0000000002 |
|
LEAS |
LEFO |
LSIT000201 |
LSIT000202 |
LSIT000203 |
0000000002 |
01 |
LEAS |
LEFP |
LSIT000201 |
LSIT000202 |
LSIT000203 |
0000000002 |
01 |
FSC1 |
FS36 |
LSIT000201 |
LSIT000202 |
LSIT000203 |
0000000002 |
03 |
FSC1 |
FS37 |
LSIT000201 |
LSIT000202 |
LSIT000203 |
0000000002 |