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Process documentationConfiguring Automatically Created Case Notes

 

You can customize your system so that case notes are automatically created. You can either use T100 messages, or you can integrate a text editor if you wish to support manual input. You are responsible for implementing an appropriate text editor for this purpose.

T100 messages are already fully integrated in SAP systems and support functions such as multilingual capability and using variables. For more information about creating messages, see Message Management.

Process

The following is the sequence of the activities you need to perform or consider when configuring automatically created case notes using T100 messages.

  1. Create T100 messages

    Create the required case notes as T100 messages in the customer name space.

    Note Note

    To support multilingual case notes, create the additional language versions for each message (see transaction SE63).

    End of the note.

  2. Create text IDs

    In Customizing for CRM, choose Start of the navigation path Case Management Next navigation step Extended Customizing Next navigation step Create Text Profile Next navigation step Create Text IDs. End of the navigation path

    Create the text IDs you require for the text object SCMG_CASE. The text IDs are shown as text types on the user interface for case notes and classify a case note according to its content.

    Example Example

    The standard system contains the predefined profile DEMO SAP with the text IDs Description, Internal Note, Concluding Remark, and Reply.

    End of the example.

    Note Note

    To support multiple languages, create the required language versions of the text IDs using the SAP translation tool (see transaction SE63).

    End of the note.

  3. Create text profiles and assign the text IDs they contain

    In Customizing for CRM, choose Start of the navigation path Case Management Next navigation step Basic Settings Next navigation step Create Text Profile Next navigation step Create Text Profile. End of the navigation path

  4. Assign text profile to case type

    In Customizing for CRM, choose Start of the navigation path Case Management Next navigation step Basic Settings Next navigation step Define Case Types End of the navigation path, and determine the relevant text profile for each case type. You can use the same text profile for each case type (n:1).

  5. Call the function module CRM_CMG_ADDNOTES

    Implement the call of the function module CRM_CMG_ADDNOTES at the desired point in time of an application. You can do this using a corresponding BAdI implementation or a BRF event. To find out which exit you can use for this purpose, refer to the documentation for the respective application.

More Information

Case Notes