How to auto populate the partner field( like tester, functional lead,.) depend upon categorization schema selection in urgent & normal change

[Former Member]

Hi,

How to auto populate the partner field( like tester, functional lead,.) depend upon categorization schema selection in urgent & normal change from Rfc screen.

whether this will achieved by BRF+ in SMHF & SMMJ?

Rg,

Karthik

[former_member211280 · Accepted solution]

You can use BRF+. Just create a BRF Application and use the SUPPORT_TEAM Standard function. On the PPF Action you can choose the partner function that will be determinated.

Use this link to support your configuration

Support Team Determination via Business Rule Framework plus - SAP IT Service Management on SAP Solut...

Best Regards, Issac

[Former Member · Accepted solution]

Hi Issac,

As per the below blog, i have created the BRF+ for categories schema,

Could you please provide more details on "PPF Action you can choose the partner function that will be determination." . so it will help lot to configure the same.

Also one more doubt, same like categorization schema while selecting Approval procedure in Request for change - ChaRM CRM UI screen, will able to auto populate the change manager partner functions .

Rg,

Karthik

[former_member211280 · Accepted solution]

Dear Karthik,

Go to transaction SPPFCADM.

Select the application CRM_ORDER and push button Define Actions Profile and Actions

On folder Action Profile, select your action profile (e.g. Y/ZMIN_STD) - could be the standard too...

On folder Action Definition, click twice on action ZMIN_STD_FIND_PARTNER_FDT:

Now open a new window and go to SPPFCADM (the both windows must be open at same time).

On CRM_ORDER application goto your Y/ZMCR action profile and create a new action definition copying the ZMIN_STD_FIND_PARTNER - example: change the action name to Y/ZMCR_FIND_<PARTNER_FCT>

Copy field by field:

go to folder Processing Types and define the method AI_SDK_DETERMINE_SUPPORT_TEAM

and create the processing parameters (click on the pencil button):

copy the parameters. TIP: the most important parameters: PARTNER_FCT, APPLICATION_ID and FUNCTION_ID. All another ones is optional.

Well the action is completed, now you must to generate the schedule action (definition when the action will be triggered by the system).

If you have questions in how to do that check this link Scheduled Actions - Actions - SAP Library

Best Regards, Issac

[Former Member · Accepted solution]

Hi Issac,

Great. Helping lot to approaching the solution.

I am using ZMCR_ACTIONS, so i copied from SMIN_STD and use ZMCR_STD_FIND_PARTNER_FDT.

Normally for ITSM we use SLFN0003 (Support team) partner function. so it will auto determine using the PARTNER_FCT expression.

But in my case i am looking auto populate for SMCD0002 ( Tester ), SMCD0003 ( IT operator) ,SDCR0002( Change Manager)partner function after selecting categorization schema.

I am not sure how to enter PARTNER_FCT expression for multiple partner function( like SMCD0002 ( Tester ), SMCD0003 ( IT operator) ,SDCR0002( Change Manager) in single action definition(ZMCR_STD_FIND_PARTNER_FDT.)

Please give some hint on it.

Rg,

Karthik

[former_member211280 · Accepted solution]

The PARTNER_FCT must be filled with the partner function that you must to be filled with the BRF Determination, OK?

Issac

[former_member211280 · Accepted solution]

You are too fast!!! hahahaha

Using the original Support Team Determination Function you will be able to determine only once per action.

I don't know (need to test - but I beleave should be work), create multiple actions. maybe the schedule condition must to be in different times.

Another tip: did you use rules from CRM_UI? I used a long long time ago in another implementation to determine the Change Manager.

TIP: Check if all Business Functions from SWF5 required in the SOLMAN_SETUP was activated or some rules will not work!

Sorry I don't have this scenario already configured in my test environment. But I remember you must to use the rule policy from Service Management or ITSM....

Issac

[Former Member · Accepted solution]

Hi Issac,

Great. I will check and get back to you on the same.

Also one more doubt, same like categorization schema while selecting Approval procedure in Request for change - ChaRM CRM UI screen, will able to auto populate the change manager partner functions .

How to select approval procedure

in  Support Team Determination via Business Rule Framework plus - SAP IT Service Management on SAP Solut...

5.3  Create Decision Table in step 3.Choose the parameter CATEGORY from the query results.

Rg,

Karthik

[former_member211280 · Accepted solution]

Sorry I didn`t following you...

What you want to do? Is create a approval procedure, determine automatically the approval procedure ou determine the approver in the approval procedure copying the existing business partner ID from a Change Manager?

[Former Member · Accepted solution]

Hi Issac,

I am having the requirement in ZMCR_ACTIONS, having two Approval procedure like

1. First Approval procedure

2. Second Approval procedure

while selecting the approval procedure first approval procedure ,Change Manager partner function filed to auto populate.

while selecting the approval procedure second approval procedure ,Change Manager & Project Manager partner function filed to auto populate.

Rg,

Karthik

[former_member211280 · Accepted solution]

Hi Karthik,

First you need to create the Approval Procedures.

Goto IMG Path:

SAP Solution Manager > Capabilities (optional) > Change Management > Standard Configuration > Transaction Types > Approval Settings > Define Approval Settings

Create the AP ZAPZMCR01 and ZAPZMCR02.

Also define the Approver steps like ZAS_Approval01 - Requisites Reviewd by Requester; ZAS_Approval02 - Feseability reviewed by Software Factory, ....

After this, assign the approver step for aech Approval procedure.

ZAPZMCR01 have ZAS_Approval01 and ZAS_Approval02

ZAPZMCR02 have ZAS_Approval01.

Now assign the Approval Procedure in the Transaction type ZMCR

SAP Solution Manager > Capabilities (optional) > Change Management > Standard Configuration > Transaction Types > Approval Settings > Assign Approval Determination Procedures to Transaction Types

Just put the AP Procedure and will be selected.

Now create a rule that will define the partner function for each approval step. Use SM_CRM tcode to access the Rule Modeller as I said in the last post...

In the SOLMANPRO Role, choose the entry “Service Operations” à “Rules Policies” and search for rule policies of Context “Approval Management”.

Make a copy from AI_CRM_CR_RFC_STP and make the adjustments (I just attached this picture from the standard Rule, but make your copy).

As you can see we can define the business partner function and the BP ID.

Last, assign the rule.

SAP Solution Manager > Capabilities (optional) > Change Management > Standard Configuration > Transaction Types > Approval Settings > Define Service Manager Profiles

Following the standard, the Service Mgt Profile AI_CM_AP_STEP calls the policy AI_CM_CR_RFC_STE (just check on the folder Properties. Make the custom entries in this customizing as your need.

Try once again and let me know if you solve your issue.

Best Regards, Issac

[Former Member · Accepted solution]

Hi Issac,

You save me a day. It is working good.

now i am getting partner id in the Approval block.

But it partner id is not shown up in the Change manager and Change advisory board partner field in the Details block as show below.

Give some hints to auto fill the partner filed also.

Rg,

Karthik

[Former Member · Accepted solution]

Hi Issac,

Any idea on above my queries.Please help on it.

Rg,

Karthik

[Former Member · Accepted solution]

Hi Issac,

Partner field auto populate using Ib52 partner.

Thank for help.

Rg,
Karthik