Show TOC

Process documentationConfiguring the Decision Basis

 

The following document describes the steps required to define and configure the decision basis (DBA) so that it can be used in the Social Services component. This involves making the following settings:

  • Create customer enhancements in the Application Enhancement Tool (AET)

  • Social services-specific Customizing settings including definition of the DBA model, decision basis type and assignment to a benefit program in SAP CRM.

  • Configuration of the decision basis for the CRM WebClient UI

  • Social Services-specific Customizing settings and replication of DBA modeling data in SAP ERP

If you want to use this process, you must activate the CRM business function Social Services, 2013 (CRM_IPS_4S_4) and the ERP business function Social Services, 2013 (ERP_IPS_4S_4).

Process

  1. Define the package and the UI component for your AET enhancements in the SAP CRM Social Services Customizing settings under Start of the navigation path Decision Basis Next navigation step Define AET System Settings End of the navigation path.

  2. In the CRM WebClient UI, start the Application Enhancement Tool (role AXT) and define the specific customer tables as enhancements, which you want to use as entity fields for an entity type.

    Note the following here:

    • Create the enhancements for the business object Social Services Decision Basis (CRM_PS_DECISION_BASIS).

    • To be able to structure your customer tables as deep tables, you must execute table maintenance in the expert mode.

    • You define the structuring of a deep table by defining a superordinate table when you create a customer table. You use the table attribute Allow Sub Tables to define in the header data for a table whether it is to be available as a superordinate table when creating new tables.

    • Start by defining the table that is to be used in the DBA model as a top entity type (level 1) and assign this table to the object ORDERADM_I as an item enhancement. Select the Allow Sub Tables indicator.

    • You define the subsequent structuring of a deep table by selecting a superordinate table when you create all subsequent tables (for entity types with a level >1).

    • When you save your customer tables, AET generates the associated ABAP dictionary objects and a sequential enhancement ID. You require this enhancement ID to define entity types in the Social Services Customizing settings.

  3. In Social Services Customizing, choose Start of the navigation path Decision Basis Next navigation step Define Entity Types End of the navigation path and define the entity types for the respective DBA model:

    • Assign the AET enhancement ID for the customer table you have defined as an entity field for each entity type.

    • Define the structuring between entity types by defining the respective superordinate entity type. Note that the assignments between the entity types must exactly match the structuring of the AET customer tables from step 1.

      Note Note

      Entity types are cross-client Customizing entries. You must ensure that your system clients are configured for cross-client activities.

      End of the note.

  4. In the Social Services Customizing settings, choose Start of the navigation path Decision Basis Next navigation step Define Decision Basis Model Structure End of the navigation path.

    • Create the respective DBA model.

    • Assign the top entity types to the model.

  5. In the Social Services Customizing settings, choose Start of the navigation path Decision Basis Next navigation step Define Decision Basis Model Behavior End of the navigation path.

    • Select the respective DBA model.

    • Under Entity Type Details, define which DBA processing steps are to be executed in the individual entity types and the implementation on which each processing step is based.

      Note Note

      You can implement DBA processing steps as a BAdI implementation or by using BRFplus. You define a BAd implementation in the BAdI CRM_PS_DBA_RULE_SERVICE in the Social Services Customizing settings under Start of the navigation path Decision Basis Next navigation step Business-Add-Ins (BAdIs) Next navigation step BAdI: Define Processing Steps for the Decision Basis End of the navigation path.

      End of the note.

  6. In Customizing, choose Customer Relationship Management Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Transaction Types End of the navigation path and create the decision basis type to be used for your decision basis with the business transaction category DBA.

    • Use the decision basis type (DBA type) DBA supplied in Customizing for the Social Services Decision Basis as a copying template for your decision basis type or copy the settings from the default Customizing.

    • Assign the item category DBA supplied to your decision basis type.

  7. In Customizing, choose Customer Relationship Management Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Item Categories End of the navigation path and define the associated DBA item categories for your decision basis type.

    • Use the item category supplied in Customizing DBA for the Social Services Decision Basis Item as a copying template for your item category or copy the settings from the default Customizing.

    • In the same Customizing activity, switch to the setting Customizing Item and define the assignment of your DBA model.

  8. In Customizing, choose Customer Relationship Management Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Item Category Determination End of the navigation path and specify the DBA item category you have defined for your decision basis type.

  9. In Social Services Customizing choose Start of the navigation path Benefit Program Next navigation step Define Benefit Program End of the navigation path and assign your decision basis type to the respective benefit program.

  10. Define the configuration settings for your new DBA type for the CRM WebClient UI. You define which entity types are to be displayed as assignment blocks in the Web Client UI for the top entity types.

    You perform this WebClient UI configuration in the UI Components Workbench. The steps to be performed to configure top entity types are not the same as those required to configure lower-level entity types. Both procedures are described separately here.

    Configuration Settings for Top Entity Types

    1. In the SAP Easy Access menu, choose Start of the navigation path Architecture and Technology Next navigation step Configuration Next navigation step Access BSP WD Workbench End of the navigation path.

    2. Choose Display Component to open the structure of the default UI component BT292H_DBA.

    3. Under Start of the navigation path Component Next navigation step Views End of the navigation path, double click to display details about the overview page BT292H_DBA/Overview and toggle to the Configuration tab page.

    4. Choose Copy Configuration and specify BT292_DBA as the Object Type and your decision basis type as the Object Subtype.

    5. Under Available Assignment Blocks, choose the top entity types and transfer these to the Assignment Blocks Displayed, which are to be displayed in the WebClient UI.

    Configuration Settings for Lower-Level Entity Types

    1. In the transaction AXTSYS (Application Enhancement System Settings), determine the customer component generated by the AET.

    2. In the UI Components Workbench (SAP Easy Access menu Start of the navigation path Architecture and Technology Next navigation step Configuration Next navigation step Access BSP WD Workbench End of the navigation path), select the structure for your customer component.

    3. Double click to select the details of the overview page for the top entity type in question,under which you want to display the respective lower-level entity type in the WebClient UI.

      The technical names of the views for overview pages all end with *_OV. On the Configuration tab page, define for these pages which enhancements are to be displayed as assignment blocks on the WebClient UI.

  11. Define the AET package used for replication and generation of DBA modeling data from SAP CRM in Customizing for SAP ERP under Start of the navigation path Public Sector Management Next navigation step Social Services Next navigation step Integration Customer Relationship Management Next navigation step Decision Basis Next navigation step Define AET System Settings End of the navigation path.

  12. Use the replication program RPSSC00_DBA_REPL_MONITOR to perform the replication and generation of DBA modeling data from SAP CRM to SAP ERP. You start this replication monitor in the Social Services Customizing settings in SAP ERP under Start of the navigation path Integration Customer Relationship Management Next navigation step Decision Basis Next navigation step Replicate Decision Basis Modeling End of the navigation path.

    Proceed as follows when replicating the DBA modeling data:

    1. Replicate the entity types.

    2. Replicate the decision basis model.

  13. In the Social Services Customizing settings for SAP ERP under Start of the navigation path Integration Customer Relationship Management Next navigation step Decision Basis Next navigation step Assign Item Categories to Decision Basis Models End of the navigation path, create the same item category keys that you have defined in the SAP CRM Social Services Customizing settings (see step 7).

Note Note

You can check that your DBA Customizing settings are complete and semantically correct in SAP CRM and in SAP ERP using the DBA consistency check report. You execute this check report from the Social Services Customizing settings in SAP CRM under Start of the navigation path Decision Basis Next navigation step Check Decision Basis Customizing Consistency End of the navigation path.

End of the note.

Result

The respective benefit program contains the applicant data that was entered centrally in the decision basis for the social service plan processing steps eligibility determination, entitlement determination and entitlement calculation.