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ProcedureBasic Settings for Change Processes

Procedure

  1. In 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.

  2. 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.

  3. 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 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

    End of the example.

    Note 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.

    End of the note.
  4. 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