Integrating CRM Business Object Types into the Case Record Model

You can integrate additional CRM business object types into CRM Case Management. For this, you need to create a new element type. The following describes the process for integrating a new business object element type into CRM Case Management.

Prerequisites

Element types are maintained in the registry of SAP Records Management. To create a new element type, you must perform the steps relating to element types described in Creating a Self-Defined Case Record Model.

Note Note

Objects and/or elements are integrated into a case using relations or anchors. For each object type, a separate relation exists, for example, the relation and anchor C1 for the business object type Business Partner. This also applies for new object types. Since creating new relations is a modification, we recommend that you use the relations X1, X2, X3, X4, X5, X6, X7, X8 and X9. The relations from X1 to X9 are available from SAP Basis 6.20 Support Package 35. For lower support packages, SAP Note 688709 is required.

End of the note.

Process

Run transaction SRMREGEDITC.
Choose S_AREA_CMG.
Right-click on the service provider SCMG_SP_BOR and choose Create Element Type.
Enter an element type ID and a short text and then press Enter.
Select whether the object is local or transportable and save your work. If it is transportable, enter a transport package.
Right-click on the element type you just created and choose Change.
Under the Connection Parameter Values tab, set the values for BOR_OBJECT_TYPE to the desired business object, and leave the setting for LOGICAL SYSTEM as NONE.
Go to the Classification tab and maintain the parameter IDs using the values for TYPE and RMS_ID.
Save your changes.

Result

You have created and integrated the element type. To use the new business object type in CRM cases, you must maintain a new model node with the newly created element type in the case record model used.