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SPPFC - Define Action Profiles for Appointments

SPPFC - Define Action Profiles for Appointments

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You can specify general conditions in the action profile for actions that are contained in the profile, for example:

  • The time period at which the system starts the action, for example, using selection report.
  • The way in which the system executes the action, such as workflow, method call, or Smart Forms.

In this Customizing activity, you create the action profile and templates for actions. To define the action templates in more detail, use Customizing activity Configure Action Conditions for Appointments.

You enter the class which provides the attributes for your business object in the action profile. You use the business objects for planning actions.

When creating an action profile, you assign the relevant business object type to the action profile. You can only assign one business object for each action profile.

For the action definitions, you can enter several processign types. The following processing types exist:

  • Method call
Use this processing type, if the action consists of one single step, for example, create subsequent document or create credit memo item. During the method call, processing is carried out via Business Add-Ins (BAdIs). Standard methods (BAdIs) exist.
You can also use actions to trigger alerts, for example, in the Enterprise Portal.
  • When you create your own BAdI implementations, make sure that the get_ref_object method is always called from the CL_ACTION_EXECUTE class, and the register_for_save method is always called at the end. You can use the COPY_DOCUMENT and COPY_ITEM_LOCAL implementations as a template.
  • Workflow
Use this processing type, if the action consists of a process with several steps, for example, a subsequent document with approval procedure.
  • Smart Forms
Use this processing type for issuing documents via fax, printing, or e-mail.

SAP delivers the standard action profile ISH_APPT for appointments. It contains the following action definitions:

  • ISHAPPT_NOTIFY_UPDATE: Send an e-mail to the patient if the appointment is created or updated
  • ISHAPPT_NOTIFY_DELETE: Send an e-mail to the patient if the appointment is deleted
  • ISHAPPT_SMS_NOTIFY: Send a text message to the patient

We recommend that you do not change the delivered profiles, but copy and adapt them if necessary.

If you create your own action profiles and action definitions, these should begin with Y or Z, because this name range is not overwritten by SAP imports.

To create an action profile with action templates, proceed as follows:

  1. Choose New entries in the Change Action Profile view and enter a name and a description for the action profile. Assign the context class in the Context Class field.
  2. In the Action Definition screen choose New entries and enter a name and a description for the action.
  3. Specify the default values:
Processing time period
  • Immediate processing - the action is started as soon as the start condition is fulfilled

  • Processing when saving document - SAP Patient Management does currently not support this action

  • Processing using selection report - the action is started by a report after expiration and evaluation. After selection using the report, the system first checks whether a start condition is available. If no start condition is available, or the condition is correct, the action is started.

In the field Action Aggregation, choose:
  • A maximum of one action for each action definition, if the action is to be executed exactly once.

  • A maximum of one unprocessed action for each action definition, if you want to be able to call up the action several times.

On the Processing screen, choose New entries to set the processing type you want to use for the action. If you select more than one processing type, set the default indicator for the standard processing type.
  1. Choose Set processing.
  • For processing via method call:

Select a method (Business Add-In) in the Filter value field via the input help.
By choosing the BAdI implementation symbol, you can display the coding for the selected method. You can define your own BAdI methods.
Define the processing parameters (container) and maintain the standard values, for example, import, transaction type, export: external document number.
  • For processing via workflow, enter a workflow dummy.

  • For processing via Smart Forms, choose print, fax or e-mail, and enter a form name, a processing class, and a processing method.

If you want the responsible employee to be sent a reminder e-mail if an appointmenr is overdue, use the smart form CRM_REMINDER_MAIL_01. This smart form is delivered with the standard configuration.
  1. Repeat the steps as of 2 for each action template you wish to define.






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