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CRM_CASE_PCUI - Integration of Cases into User Interfaces for Business Transactions

CRM_CASE_PCUI - Integration of Cases into User Interfaces for Business Transactions

RFUMSV00 - Advance Return for Tax on Sales/Purchases   TXBHW - Original Tax Base Amount in Local Currency  
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The following describes four activities for integrating Case Management with business transactions of the People-Centric UI. This enables you to link individual business transactions with a case that already exists, or to create a new case. Two independent variants are available for the integration of Case Management:

  • You integrate Case Management as the tab page Cases
  • You integrate Case Management in Detail area 1 of existing tab pages, for example of tab page Document Flow, as a multi group

Note:
Irrespective of which variant you choose to use, you must always execute the activity Integrate Dialog Box for Model Node Selection as soon as the record model you are using contains more than one model node. In this activity you configure a dialog box that prompts users to specify a particular model node at runtime.

If you want to allow documents to be transferred from Content Management to a record in Case Management, execute activity Integrate Dialog Box for Document Transfer. You configure another dialog box here prompting users to specify a particular model node at runtime.

Note:
The integration of Case Management with the application 'Activities' is already widely supported by default. Because of this, many of the entries mentioned below can be found in the standard delivery. SAP recommends using the entries delivered by SAP and to avoid creating objects twice. As such you only need to add event CMG_CASES to the tab page group ACT_ODC1 for the integration of tab page Cases in the application 'Activities'.

You execute the following activities in the Customizing of Customer Relationship Management, under Layout of User Interface (People-Centric UI).

Integration of Tab Page Cases

  1. In the activity Define Application Layout choose the application to be enhanced (for example, CRMD_BUS2000115 for 'Sales Orders'). Switch to change mode and import, if not already done, the SAP table entries using the button Import S-Table Entries. If you only want to add the tab page to particular views and/or screen variants of an application, you must specify your selection for this. Define a new entry with the following data:
Event: CMG_CASES
Position: Detail area 1
Screen Element Type: List
Field Group: CMG_CASES
Toolbar Group: CMG_ODC1
Tab Page Group: (Main tab page group of the application in ODC1, for example, SLO_ODC1 for 'Sales Orders')

  1. In the activity Tab Page Group Structure choose the tab page group entered in the previous step. Switch to change mode and import, if not already done, the SAP table entries using the button Import S-Table Entries. Create a new entry for event CMG_CASES and specify the position where the tab page should appear.
  2. In the activity Application Set choose the application set of the respective application (for example, CRMD_ORDER).Define a new entry with the following data, under Model Access:
Structure Name: CRMT_BSP_CMG_RESULT
Access Class: CL_CRM_BSP_CMG_CASES

Note that the entries for the application set CRMD_BUS2000126 already exist so you do not need to make any entries here.

Integration of Cases with Existing Tab Pages as a Multi Group

  1. In the activity Define Application Layout execute the following transactions:
    1. Choose the application you want to enhance (for example, CRMD_BUS2000115 for 'Sales Orders'). If you only want to add the multigroup to particular views and/or screen variants of an application, you must specify which. Create a new entry with the following data:
Event: CMG_CASES
Position: Detail area 1
Screen Element: List
Field Group: CMG_CASES
Toolbar Group: CMG_ODC1

  1. Copy the entry of the tab page (for example, the tab page SLO_ODC1for 'Sales Orders') and change the event accordingly (for example, CMG_DOCFLOW).
  2. Delete the tab page group and save the entry.
  3. Change the original entry of the tab page, for example for the tab page Sales Orders, as follows. Define Multi ODC as the screen element type and delete the entries in all other fields that are not write protected, except for the tab page group.
  • In the activity Tab Page Group Structure choose the tab page group and choose the entry of the respective tab page (for example, of the tab page SLO_ODC1 for 'Sales Orders'). Enter the name of the multigroup in the field Multigroup (for example, CMG_DOCFLOW_CASES).
  • Proceed for the application set as described in step 3 of activity Integration of Tab Page Cases.

    • Integration of Dialog Box for Model Node Selection

    1. In the activity Define Application Layout choose the application to be enhanced (for example, CRMD_BUS2000115 for 'Sales Orders'). Define a new entry with the following data:
    Event: CMG_CHOOSE_MODELNODE
    Position: Popup
    Screen Element Type: List
    Field Group: CMG_POPUP_FOR_ANCHOR_SELECTION
    Toolbar Group: CMG_POPUP
    Tabpage Group: CMG_POPUP

    1. In the activity Application Set choose the application set of the application (for example, CRMD_BUS2000115). Define a new entry with the following data under Model Access:
    Structure Name: CRMT_BSP_CMG_POPUP_INFO2
    Access Class: CL_CRM_BSP_CMG_CASES

    Note that the entries for the application set CRMD_BUS2000126 already exist so you do not need to make any entries here.
    1. In the activity Assign Message Log to Navigation choose the application to be enhanced. Define a new entry with the following data:
    Message ID: CRM_CASE
    Message Number: 14
    Position: Popup
    Action Event: CMG_CHOOSE_MODELNODE

    Integration of Dialog Box for Document Transfer

    1. In the activity Define Application Layout choose the application to be enhanced (for example, CRMD_BUS2000115 for 'Sales Orders'). If you only want to provide the enhancement in particular views and/or screen variants of an application, you must specify your selection for this (for example, SLO_LEAN for 'Order (Simple View)'). Define a new entry with the following data:
    Event: CMG_CHOOSE_DOC_NODE
    Position: Popup
    Screen Element Type: List
    Field Group: CMG_POPUP_FOR_DOC_TAKE_OVER
    Toolbar Group: CMG_POPUP2
    Tab Page Group: CMG_POPUP

    1. In the activity Application Set choose the application set of the application (for example, CRMD_BUS2000115). Define a new entry with the following data:
    Structure Name: CRMT_BSP_CMG_POPUP_DOCUMENTS
    Access Class: CL_CRM_BSP_CMG_CASES

    Note that the entries for the application set CRMD_BUS2000126 already exist so you do not need to make any new entries here.
    1. In the activity Assign Message Log to Navigation choose the application to be enhanced. Define a new entry with the following data:
    Message ID: CRM_CASE
    Message Number: 31
    Position: Popup
    Action Event: CMG_CHOOSE_DOC_NODE

    Action Event:






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