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CRMVC_ICM_CMG_TYPE - Define ICM Case Types

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In this activity you set up case types for the following:

• Investigative Case Management (ICM)

You can only configure ICM case types for the following processes:

• CLED (ICM Lead Process)
  No additional settings are required for this process.

• CCMG (ICM Case Process)
  If you want to use Records and Case Management, you must specify a Record Creation Profile ID(in the Process-Specific Settings).

Note:
You must ensure that you are not using a function profile to which the case component SUBCOMPONENT_RECORD has been assigned. An ICM case type for a case or lead must not contain this subcomponent.
SAP delivers the function profile CRM_ICM as a sample that you can use as a copying template. This function profile does not use the Case Record Model IDfield. For this reason, leave this field blank in an ICM case type.

The ICM case types are technically identical to the case types defined for standard Case Management. For more information, see Customizing for Case Management under Basic Settings -> Define Case Types. However, ICM case types use the processes described above differently and have different function profiles.

• Case Management

You can configure case types for standard Case Management.

For Records and Case Management

• You have made the required Customizing settings. For more information, see Customizing for Records and Case Management under Records and Case Management.

• You have made the required settings in the activity Define Record Creation Profile.

The standard shipment provides two sample case types, one for cases (ICMC) and one for leads (ICML). They refer to the process CCMG for cases and CLED for leads. They are therefore easily distinguishable both from each other and from the case types used in standard Case Management.

The sample case types for cases and leads can be used in their current format. If you want to create your own case and lead types, you must copy the ICM case types shipped and make sure they refer to the process CCMG for cases and CLED for leads.

Specify the following in the Dialog Structure under Define Case Type:

• Identifier and description for the case type

• Process

You must assign the process CCMG or CLED to all new case types.

• Element type ID of the case

You must assign the technical name of the element type that is used as the basis for the cases that are created for a case type.
Note: Whilst this step is mandatory for ICM case types, the element type ID for case notes is optional and the element type ID for case records is irrelevant for ICM.

• Status profile

You can enter one that has been created in the Customizing activity Create Status Profile.

• Text profile

You can enter one that has been created in the Customizing activity Create Text Profile.

• Internal number range

You can enter a number range that has been created in the Customizing activity Define Number Range Intervals for Cases. The system automatically assigns a number within this number range to each new case.

• Early number assignment

Set this indicator if you want the system to assign a case number when the case is created, rather than when you first save it.

• Case type obsolete

Set this indicator if you want to prevent further cases of this case type from being created but still allow users to access existing cases of this type.

Specify the following in the Dialog Structure under Process-Specific Settings:

• If you want to use records, specify a Record Creation Profile ID.

Specify the following in the Dialog Structure under Incident Handling:

• If you want to specify an incident type for automatic incident creation:

• Select the case type and then double click Incident Handling

• Choose New Entries

• Ensure that the Create Main Incident box is checked

• Select the incident type that you require

The default behavior when creating a case is that an incident is automatically created.

• If you do not want an incident to be automatically created for a case:

• Select the case type and then double click Incident Handling

• Choose New Entries

• Ensure that the Create Main Incident box is notchecked

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