a guide for alert configuration in sap crm 7 -...

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© 2010 SAP AG 1

A Guide for Alert Configuration in

SAP CRM 7.0

Applies to:

SAP CRM 7.0 Alert Management through actions. For more information, visit the Customer Relationship

Management homepage.

Summary

This document gives step by step guidance for alert configuration in SAP-CRM. In end-to-end scenarios there could be situations where we need to raise alerts for our sales managers or service managers. This could be easily handled by sending alert mails to the appropriate receiver specifying the information.

Authors: Yaswanth Kotakonda and Bharat Batchu

Company: Kpit Cummins Info Systems Limited, Pune

Created on: 22 October 2010

Author Bio

Yaswanth Kotakonda is a SAP CRM 7.0 Certified Consultant from Kpit Cummins Info Systems Limited, Pune. He has expertise in SAP CRM Sales, Service and E-commerce.

Bharat Batchu is a SAP CRM 7.0 Senior Functional Consultant from Kpit Cummins Info Systems Limited, Pune. He has expertise in SAP CRM marketing, Sales and E-commerce

https://www.sdn.sap.com/irj/sdn/bpx-crm


A Guide for Alert Configuration in SAP CRM 7.0


© 2010 SAP AG 2

Table of Contents

Setting Alerts ...................................................................................................................................................... 3

Step 1: ............................................................................................................................................................. 3

Step 2: ............................................................................................................................................................. 4

Step 3: ............................................................................................................................................................. 4

Step 4: ............................................................................................................................................................. 6

Step 5: ............................................................................................................................................................. 6

Setting up Method call “Trigger_Alert” ................................................................................................................ 7

Step 6: ............................................................................................................................................................. 7

Setting Up Actions: ............................................................................................................................................. 9

Step 7: ............................................................................................................................................................. 9

Step 8: ........................................................................................................................................................... 10

Step 9: ........................................................................................................................................................... 10

Webui Configuration ......................................................................................................................................... 11

Step 10: ......................................................................................................................................................... 11

Step 11: ......................................................................................................................................................... 12

Related Content ................................................................................................................................................ 14

Disclaimer and Liability Notice .......................................................................................................................... 15



© 2010 SAP AG 3

Setting Alerts

Step 1:

Creating Alert Category

Go to T-Code “ALRTCATDEF” create a new alert Classification „CRM_ALERT‟ and provide a description



© 2010 SAP AG 4

Step 2:

Select the Classification “CRM_ALERT” and create a new alert category “ALERT_MAIL” with description “Alerts for Sales Managers” and press ENTER.

Step 3:

In the Container tab create a new container element

Let‟s say, I would need Business Trans. Cat and Transaction id information for the Alert.



© 2010 SAP AG 5

We need to Create Container elements for Business Trans. Cat and Transaction id

1. Object type (Business Trans. Cat)

Object_id (Transaction number)



© 2010 SAP AG 6

Step 4:

Select tab “Long and Short Text”

Enter the information required for Alert. To add Container element in the text, select

And add the relevant element.

Save the Alert Category.

Step 5:

Select Authorization Subscription. Click on new entries and add the role “SAP_BC_ALM_ALERT_USER” or we can use any other relevant role. (Make sure that the role is assigned to the Alert recipient in SU01)

Note: If we have fixed users, we can assign the “Fixed Recipients “Option.



© 2010 SAP AG 7

Setting up Method call “Trigger_Alert”

Step 6:

The standard Method call “Trigger_Alert” would be used to trigger alerts. But the method call won‟t call the container elements. We need to change the Method Call and do the necessary changes to get the values in the alert.

Refer OSS note: 821188

https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=821188

Follow the steps below

Copy the BAdI “TRIGGER_ALERT” to “YTRIGGER_ALERT” and do the necessary changes below

https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=821188



© 2010 SAP AG 8

Change your TRIGGER_ALERT method as follows:

Insert the following call before the call of the SALRT_CREATE_API function module:

CALL FUNCTION 'SWC_ELEMENT_SET'

EXPORTING

element = 'PROCESS_TYPE'

field = ls_orderadm_h_ref-process_type

TABLES

container = lt_container

EXCEPTIONS

OTHERS = 1.

CALL FUNCTION 'SWC_ELEMENT_SET'

EXPORTING

element = 'OBJECT_ID'

field = ls_orderadm_h_ref-object_id

TABLES

container = lt_container

EXCEPTIONS

OTHERS = 1.

Save and activate the method.



© 2010 SAP AG 9

Setting Up Actions:

Step 7:

Create an Action profile “YALERT” and create and Action Definition as” YLEAD_ALERT1” with description “Alert Lead Information”. Select the “Partner function as “Employee Responsible” in the Action definition.

Select the “Method call” as Processing type and assign method “TRIGGER_ALERT”

Assign “Parameters”

Create a Container for “ALERT CATEGORY”



© 2010 SAP AG 10

Step 8:

Enter the Element name as “CATEGORY” and relevant description. Enter the Structure name as “SXMXALERTCAT” and the Field as “Category”.

Step 9:

Go to initial value tab and Give the initial value as the Category we have created.

Save the Action and assign to relevant transaction.



© 2010 SAP AG 11

Webui Configuration

Step 10:

Log on to Webui > Select the worklist from the navigation bar

Select “Personalize alerts” and Click subscribe for the alert “CRM_ALERT” and save.

Now when a Lead is created, the Alert would be triggered to the Partner function “Employee responsible” of the lead. Make sure that the Employee has proper Details like communication method and Default communication method.



© 2010 SAP AG 12

Step 11:

Testing of Alert Category

Note: This Program used only to test whether the alert triggers to the recipients or not. It will not pass any Container values of the alert category; it will pass only the text entered in the alert category.

To test our alert configurations run the report „RSALERTTEST‟. Specify the alert category “ALERT_MAIL” that we have created in ALRTCATDEF. Execute (F8).



© 2010 SAP AG 14

Related Content

www.service.sap.com

http://www.sdn.sap.com/irj/sdn

http://help.sap.com

Alert Configuration on help.sap.com

For more information, visit the Customer Relationship Management homepage.

https://websmp102.sap-ag.de/~SAPIDP/002006825000000234912001E

http://www.sdn.sap.com/irj/sdn

http://help.sap.com/saphelp_erp60/helpdata/EN/5d/56f23a4453c316e10000000a114084/content.htm

http://help.sap.com/SAPHELP_nwpi711/helpdata/en/80/942f3ffed33d67e10000000a114084/content.htm




© 2010 SAP AG 15

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

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