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CRM_CASE_REGISTRY - Set Up Registry

RFUMSV00 - Advance Return for Tax on Sales/Purchases   General Data in Customer Master  
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This IMG activity contains all settings that have to be made in the registry to set Records Management for Case Management.

You maintain the settings in the maintenance function of the registry. For detailed information about using this function, see the documentation about the activity Maintain Registry in Records Management, and the documentation about Records Management in the SAP Library (SAP Records Management -> Customizing).

Before you configure the registry, you have to create the content models for storing case records, general records (optional), documents, and general notes. To do this, use the Content Model Wizard in Records Management.

After you have started the activity, open the folder "Application Registry". Expand the "S_AREA_CMG" node. This node represents the area for Case Management; all the operations that are described here are executed under this node.

Note: All entries that were created in the registry maintenance function are development objects and therefore have to be assigned to a package.

You have to perform the following steps:

1. Define one or more Records Management Systems (RMS):
   
   An RMS is used for the logical separation of various business areas that are physically operated in the same client of an installation (in a similar way to company codes).
   
   You can use an RMS to control the visibility of element types and elements.
   
   Beneath the node "S_AREA_CMG" (see above), open the node "RMS_ID" and select the operation "Create Parameter Value" from the context menu. Enter a value ("S_CMG_DEMO", for example) and a short text ("Sample Data", for example).
2. Define one or more element types for cases:
   
   Beneath the node "SCMG_SP_CASE", select the node "SCMG_SPS_CASE". Choose the function "Copy" from the context menu and assign a name and description. On the tab pages "Connection Parameters" and "Classification", enter the following parameters:

• TERM_PROFILE (profile for texts that do not refer to a particular case type)

• RMS_ID (choose the RMS ID defined in the previous step)

• LOG_KEEP_DAYS (optional): Retention time of logging

• LOG_LEVEL (optional): Level of detail in logging
  ,,

1. Define one or more element types for the case search:
   
   Copy the element type "SCMG_SPS_CASE_LOCATOR" and enter the following parameters:

• TERM_PROFILE (similar meaning to element type for cases)

• RMS_ID (choose the RMS ID defined in the previous step)

1. Define one or more element types for case notes:
   
   Copy the element type "SCMG_SPS_CASE_NOTES" and maintain the following parameter:

• RMS_ID

1. Define one or more element types for case records:
   
   Before you define the element type for storing case records you must have already configured the folders of the case records (see above). Copy the element type "SCMG_SPS_CASE_RECORD" and enter the following parameters:

• DOCUMENT_CLASS (specify the content model that has already been created)

• MODEL_ID (choose '*' for no limitation of permitted case record models)

• RMS_ID
  

1. Define one or more element types for storing documents:
   
   Copy the element type "SCMG_SPS_DOCUMENT" and enter the following parameters:

• DOCUMENT_CLASS

• FUNCTION_GET_FORM_DATA (function module defined by the customer for form data, optional)

• TEMPLATE_ID (reference to Office document template, optional, value can be assigned more than once)

• RMS_ID
  

1. Define the element type for record models and case record models:
   
   Copy the element types "SCMG_SPS_RECORD_MODEL" and "SCMG_SPS_MODEL", and maintain the parameters DOCUMENT_CLASS and RMS_ID.
2. Define one or more element types for storing general notes:
   
   Copy the element type "SCMG_SPS_NOTE" and maintain the following parameters:

• DOCUMENT_CLASS

• RMS_ID
  

1. Define one or more element types for storing general records:
   
   Copy the element type "SCMG_SPS_RECORD" and maintain the parameters DOCUMENT_CLASS, MODEL_ID, and RMS_ID (similar meaning to the parameters of the element type of the case record):
2. Define one or more element types for URLs
   
   Copy the element type "SCMG_SPS_URL" and maintain the parameter RMS_ID.
   
3. Define additional element types of another type (application-specific):
   
   Depending on the application where you use Case Management, you may have to configure additional service providers and element types (for business objects, record number generator, and so on). Read the relevant information in the documentation about the application.

ABAP Short Reference   General Material Data  
This documentation is copyright by SAP AG.

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