SAP ABAP IMG Activity DM_CORR_PPF (Define and Configure Actions)
Hierarchy
☛ FINBASIS (Software Component) Fin. Basis
   ⤷ FIN-FSCM-DM-DM (Application Component) Basic Functions
     ⤷ UDM_CORRESPONDENCE (Package) SAP Dispute Management Correspondence
IMG Activity
ID DM_CORR_PPF Define and Configure Actions  
Transaction Code S_SE3_50000138   (empty) 
Created on 20040114    
Customizing Attributes DM_204MKA   Attribute: Critical Processes and Functions 
Customizing Activity DM_CORR_PPF_OB   Define and Configure Actions 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name DM_CORR_PPF_CD    

Use

In this IMG activity you define your correspondence processes. Since the Post Processing Framework is used to process correspondence, its Customizing is also used to define the processes. Therefore, in this IMG activity, the correspondence types are represented by actions that are grouped in an action profile . The action profile is assigned to a case type.

Requirements

If you want to use optical archiving, you have to carry out the ArchiveLink basic Customizing required.

You have created and activated the forms that you want to use for correspondence.

Standard settings

The standard delivery contains the action profile FIN_DM for FI-AR, and FICA_DM for FI-CA. Some actions are defined in these profiles as examples:

  • Correspondence for creating dispute cases (automatic correspondence)
  • Correspondence for closing dispute cases (automatic correspondence)
  • Correspondence for escalating dispute cases (automatic internal correspondence)
  • General information correspondence (manual correspondence)
  • Queries to customers (manual correspondence)

Activities

  1. Select your application.
  2. If you want to create your own action, start the Wizard for defining and scheduling actions. (You can also perform all of the steps required without the wizard.) Process the following steps:

Select/Create Action Profile: Create your own action profile or use an existing profile for which you want to define new actions. When you create a new action profile, enter one of the following business processes as object type (the attributes of the business process must be available for formulating scheduling and start conditions):

  • FI-AR: BUS2022001
  • FI-CA: BUS2022002

Create Action

Configure Action: Define the action details:

Define whether the action is to be created automatically or active online:

  • For automatic actions, set the indicator Schedule Automatically.
  • For manual actions, set the indicator Display in Toolbar.

    For automatic correspondence, you can select either Processing via Selection Report or Processing when Saving Document as processing event. The processing event immediate processing is not recommended for automatic actions because this could lead to correspondence being created for a dispute case that has not yet been saved, that is, it does not exist in the database yet.

Configure Partner Determination:
The actions defined for correspondence creation should be partner-specific. A partner represents the correspondence recipient.

The partner roles control the different processing types (mail, fax, printout, and internal correspondence). You define the partner roles in the implementation Partner Roles for Dispute Management of the Business Add-In PPF: BAdI for Getting Possible Partner Functions of an Application (IMG activity BAdI: Definition of Partner Roles) and are available as input help for the field Partner Function.

Select Processing: Select the processing type External Communication

Configure Processing

  • In the field Form Name, enter a form that you have created in the IMG activity Define Forms.
  • Create your own BAdI implementation for the format or use the standard format delivered (FIN_DM_BCS or FICA_DM_BCS). To create your own implementation, choose the button with the quick info Create New Implementation.
  • The format should be recipient-specific, which means that you should select Recipient-Specific Variable Replacement as personalization type.
  • For faxes, enter a form (for example, UDM_FAX_COVER) for the fax cover sheet.
  • Archiving: In archiving mode Only Archive or Send and Archive, enter BUS2022001 or BUS2022002 as object type, and, for example, FIN_DM as document type. For the combination object type document type, you have created a link entry in Customizing for the ArchiveLink.

Enter Action Description

Assign Scheduling Condition: Select an existing condition using the input help. If you have not formulated any conditions yet, continue. You can carry out this configuration step later.

Assign Start Condition: Select an existing condition using the input help. If you have not formulated any conditions yet, continue. You can carry out this configuration step later.

Complete

You cannot make the following required settings using the wizard:

  1. Choose Define Action Profile and Actions:

  • At the action profile level, select the context class CL_SCMG_CASE_CONTEXT_PPF.
  • Define the following for the action definition under Detail in the area Action Determination and Summarization:
    • Determination method: Determination via transportable conditions
    • Rule type: Workflow conditions
      • With this setting you can use the workflow condition editor to formulate conditions. You have access to the current attribute values of the dispute case.
      If you select the rule type Conditions via Business Add-In (BAdI), you have to implement the BAdI EVAL_SCHEDCOND_PPF for schedule conditions. The advantage of this is that you can compare and evaluate the old attribute values with the current ones. This option is not available for correspondence that you create manually, since for this correspondence, the dispute case is saved before the correspondence is created, which means that evaluating old attributes against new attributes would not provide useful results. You cannot use the old attributes to formulate the start conditions using an implementation of the BAdI EVAL_STARTCOND_PPF. An example for the implementation is Dispute Management: Condition for Internal Escalation (UDM_ESCAL_COND_PPF). Here you can also see how the old and the current attributes are exported.
    • Action summarization
      • If you select Configure Highest Number of Processed Actions, an additional tab page appears, where you can make additional settings for the action summarization.
      If you do not require action summarization (for example, for correspondence created manually), choose No Action Summarization here.

  1. Choose Condition configuration (transportable conditions):
    1. On the right side of the screen select an action profile. You can select from the action profiles that you have defined for your application.
    2. To configure actions that you have not defined using the wizard, select Create... Double-click on the action definition to call up the processing for the configuration on the lower part of the screen. This configuration is a basic prerequisite for being able to schedule and execute these actions. When you are making your settings, use the configuration of the action profile FIN_DM or FICA_DM as a reference.
    3. Here you can now also assign conditions. To do this, choose the tab page Schedule Condition or Start Condition. You have the following options:

  • Select an existing condition.
  • Create a new condition: Choose Process Condition. On the next screen, enter an appropriate name for the condition. Click on the screen area Condition Definition. The workflow condition editor is started. You can now formulate your condition. To do this, you can use the attributes of the business object (BUS2022001 or BUS2022002) used and the system fields of the system variable SYST.
    • You can also make these settings from the initial screen of this IMG activity by selecting Schedule Condition or Start Condition. Assign the business object (BOR object type) defined in your action profile in the field Object Type. In the configuration of the actions, you can then select from the conditions previously formulated (for the selected BOR object).
  • If you have selected the condition type Conditions via Business Add-In (BAdI) in the action summarization, you can use the input help to select an existing BAdI implementation or create a new one. For more information about conditions via BAdIs, see the documentation of the implementation UDM_ESCAL_COND_PPF.

Example

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
IMGDUMMY D - Dummy object SPPFCADM  
History
Last changed by/on SAP  20040205 
SAP Release Created in 300