Hierarchy
MDG_FND (Software Component) MDG Foundation⤷
CA-MDG-APP-ISS (Application Component) Internal Self-Services⤷
UISS_MDG_CONTENT (Package) Internal Self Services: MDG Content
IMG Activity
| ID | ISS_CUST_OVERVIEW | Customizing ISS for Financials Overview |
| Transaction Code | S_SE6_85000012 | (empty) |
| Created on | 20100903 | |
| Customizing Attributes | ISS_CUST_OVERVIEW | Customizing ISS for Financials Overview |
| Customizing Activity |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | ISS_CUST_OVERVIEW |
Use
The component Internal Self-Services (ISS) for Financials (FIN-FB-ISS) allows you to enable a wide range of business processes as self-services. Once implemented, users can access these self-services from a single location, such as the self-services homepage.
With the business function Internal Self-Services for Financials (FIN_SSC_ISS_1), SAP delivers a software infrastructure that supports self-services integration. In addition to this, SAP also provides a number of predefined entities and relationships (contained in the data model IS) that you can use in conjunction with this infrastructure to enable a number of predefined self-services for financials. You can copy, adapt and change these entities to suit the specifics of your implementation.
The relevant Customizing activities are grouped under two different nodes to reflect this logic:
- Integration with Internal Self-Services for Financials
You can use these customizing activities to set up the basic system landscape that allows you to implement internal self-services.
There are a number of specific settings required to integrate the predefined self-service process types delivered as part of Internal Self-Services for Financials. For more information about these specific settings, see Service Map Integration.
Note: You can use these activities to implement your own self-services beyond those predefined self-services delivered with the business function. However, SAP recommends that you change the existing model or use a copy of the predefined data model IS to implement self-services. If you want to add a new self-service, you can do so in a number of different ways. You can, for example, add a new self-service process based on the delivered self-service type MDG. You may also want to add a new self-service process type. For more information about how to do this, see SAP Library for CRM 7 Enhancement Package 1 at help.sap.com > Interaction Center > Interaction Center Web Client > Shared Services Framework > General Functions > Internal Self-Services for Financials.
- Internal Self-Services for Financials
You use this customizing activity to configure the data model, process modeling and UI configuration for the self-services. SAP delivers predefined entities and relationships for the following process types:
- MDG: For Master Data Governance (MDG) based self-services. This also includes account posting self-services which are based on MDG technology.
- DIR: For SAP Biller Direct based self-services
- FCS: For Factsheet based self-services
The self-services solution can be installed on either SAP CRM 7 enhancement package 1 or SAP ERP 6.0 enhancement package 5. The system where the business function is activated and the application is implemented is known as the self-services system hub. For more detailed information about the various deployment options, see the SAP Library for CRM 7 enhancement package 1 at help.sap.com > Interaction Center > Interaction Center Web Client > Shared Services Framework > General Functions > Internal Self-Services for Financials > Deployment Options for Internal Self-Services
For a detailed overview of the features delivered by SAP see the SAP Library for CRM 7 enhancement package 1 at help.sap.com > Interaction Center > Interaction Center Web Client > Shared Services Framework > General Functions > Internal Self-Services for Financials > Internal Self-Services (FIN-FB-ISS).
The configuration of Internal Self-Services for Financials is done in several places. This document provides an overview of the entire process.
Requirements
Standard settings
Activities
The process for integrating Internal Self-Services for Financials is as follows (the system where you make the settings is included in brackets):
- Set up Internal Self-Services system landscape (ISS hub System)
First you need to set up the basic system landscape for internal self-services. For a more detailed overview of the individual customizing activities that you need to complete, see Customizing for Integration with Internal Self-Services .
There are a number of specific entries required to enable Internal Self-Services for Financials. For more information about these see Service Map Integration.
- Define entity relationships and processing logic (ISS hub system)
Next you need to complete the more detailed configurations of the data model, process model, and UIs. Self-service processing is based on the processing logic used by MDG. Here, you need to make the necessary settings in Customizing for MDG to facilitate the integration of internal self-services.
For more information about this see Customizing Overview
- Integrate Self-Services with Home Page and Service Requests (ISS hub System)
After you complete this, you need to decide how to display your self-services to users. You can display the self-services on a homepage or link them from the Business Context tab on a CRM service request or both.
For more information about the general settings see How to Configure the Self-Services Home Page.
There are a number of specific entries that are required to integrate Internal Self-Services for Financials. For more information about this, see Service Map Integration.
You can also integrate self-services with service requests, so that agents in the CRM IC can launch self-services directly on the Business Context tab of the CRM service request UI. For more information about this see How to Integrate ISS with Service Requests.
- Verify user roles and authorizations (ISS hub System and connected backend systems)
ISS User Role
After you have set up the system landscape, you need to ensure that the correct user roles and authorizations are assigned. First you need to assign the authorization role delivered with the business function, Internal Self-Services for Financials (SAP_FIN_INT_SELF_SERVICE).
The access to the self-services home page is based on this user. Each user who wants to use self-services needs to have this user role assigned. This role assignment enables users to call the home page in the SAP NetWeaver Business Client. You can also include this authorization role in other authorization roles or use it as a template to integrate the ISS homepage in a SAP NetWeaver Portal.
Note: When you are configuring the user role, Internal Self-Services for Financials (SAP_FIN_INT_SELF_SERVICE) you can select IS for the Model and MDG_IS_SELFSERVICE for the UI configuration in the parameter SAP Master Data Governance to ensure that you do not have to make this setting for each self-service user.
If you are using RFC connections between the hub system and the application systems, users also require the authorization for trusted RFC connections.
Other Roles
However, this role only grants the user access to the self-service home page and objects. To be able to change the underlying objects in the backend system, the user also needs read authorizations for the object in the backend system where the change is made.
The other requirements for user roles in the backend systems differ for the different kinds of self-service users and are described below:
Users who process MDG-based Change Requests
Users who process MDG-based change requests need the authorization role Financial Master Data Manager (SAP_FIN_MDM) role assigned.
Additional authorizations depending on the role in the MDG process:
- Requester
- Only users who have been assigned to an MDG authorization group can make change requests.
- Approver, Controller
- In the MDG workflow, you can assign users as processors for change requests that have a particular status. This way you can implement MDG roles such as those of Controller or Approver.
- For more information about MDG user see help.sap.com under SAP ERP > SAP ERP Central Component > SAP ERP Cross-Application Functions > SAP ERP Security Guides > SAP ERP Central Component Security Guide > Accounting > Financial Master Data Management.
Users who use MDG-based Internal Self Services
For the self-services delivered as standard with Internal Self-Services for Financials, you also need to assign the following roles for the objects as follows:
- G/L Account SAP_FI_GL_ACCOUNT_CHANGE_REQUE
- Cost Center SAP_CO_OM_OBJECT_OM_COSTCENTER
- Cost Element SAP_CO_OM_OBJECT_OM_COSTEL_PRI
- Internal Order SAP_CO_OM_JOB_INTORDER_DISPLAY
- Profit Center SAP_EC_PCA_OBJECT_DISPLAY
- Vendor Address SAP_FI_AP_DISPLAY_MASTER_DATA
- Vendor Bank SAP_FI_AP_DISPLAY_MASTER_DATA
- Customer Address SAP_FI_AR_DISPLAY_MASTER_DATA
- Customer Bank: SAP_FI_AR_DISPLAY_MASTER_DATA
- Financial Posting <
Business Attributes
| ASAP Roadmap ID | 105 | Define functions and processes |
| Mandatory / Optional | 2 | Optional activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | ISS_CUST_OVERVIEW | 0 | SE50000001 | Internal Self-Services |
Maintenance Objects
| Maintenance object type |
History
| Last changed by/on | SAP | 20100913 |
| SAP Release Created in | 606 |
