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Former Member

Multilevel categorization in CRM 2007

Hi, I have some questions about multilevel categorization:

1.- It is possible to use multilevel categorization on CRM 2007 UI ?

2.- Can I use multilevel categorization on a quotation ? how ?

3.- What is the name of the BSP application "category modeler" ? and how can I access ?

Thanks

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3 Answers

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    Former Member
    Oct 01, 2008 at 08:29 AM

    Hi, I have some questions about multilevel categorization:

    1.- It is possible to use multilevel categorization on CRM 2007 UI ?

    2.- Can I use multilevel categorization on a quotation ? how ?

    3.- What is the name of the BSP application "category modeler" ? and how can I access ?

    Thanks

    Dear Hector,

    Yes It is possible to use Multilevel Categorization on CRM2007 in UI

    2. No U cannot use the Multilevel categorization in Quotation.

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    Former Member
    Oct 01, 2008 at 08:37 AM

    Hi

    You can use BTSUBJECT in Quotation. Define caltalog code and code gp and attach to quotation tx.

    Best regards

    Pankaj

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    Former Member
    Nov 18, 2008 at 12:31 PM

    Hector,

    To access the Category Modeler in CRM 2007 you need to use the following logical links:

    CT-CATEGOC Create Categorization Schema

    CT-CATEGOR Search Categorization Schemas

    CT-CATEGOV Overview Categorization Schemas

    CT-CATEGSE Advanced Search Edit

    CT-CATEGSG Advanced Search Go

    This is used by the following Work Center:

    SSV-CAT Categorization Schemas

    This is used (for example) by Navigation Bar Profile SOCIAL_SERVICES, which is used in Business Role CASEWORKER.

    You could assign this Business Role to your user ID (either through SU3/SU01 or through the Organizational Model). Personally, I would create my own 'Z' Business Role and Navigation Bar Profile if you havent already, and assign the necessary Work Center/Logical Links.

    I hope this helps - please award points if this was useful for you.

    Andrew Griffin.

    PS You used to be able to access the Category Modeler through the following URL, although we've found this doesnt work 100% in CRM 2007 (maybe a bug though):

    http:// : /sap/bc/bsp/sap/crm_bsp_frame/ entrypoint.do?sap-client= ≈pl=CRMM_ERM_CAT

    Yet another alternative is to add it as a favourite in the GUI and launch it from there. Click on the Favorites menu, and click Add Other Objects. Select CRM BSP Application. Enter CRMM_ERM_CAT as the application and add a description, and click ok.

    Edited by: Andrew Griffin on Nov 18, 2008 1:31 PM

    Edited by: Andrew Griffin on Nov 18, 2008 1:32 PM

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