When you work with ChaRM in Solution Manager 7.1, the first thing you do if you follow the Configuration Guide is copy the standard transaction types to Z transaction types. You copy the standard Request for Change (SMCR) and the standard Change Documents such as Urgent Change (SMHF), Normal Change (SMMJ), Admin Change (SMAD) and General Change (SMCG). After the copy, when you go to the Web Client and try to create a new Change Request Management document, you see a pop-up to select the standard or the new custom Transaction type that you just created (Figure 1 shows the example of Request for Change pop-up). It may be a problem to keep both options available for the user, as he can select the wrong one, even if you explain, train, write procedures showing the correct transaction types to be used. In order to avoid such errors and confusion, you need to configure the Web Client to show only the customer transaction types. I will show you how to do it. It is very easy.
Fig 1: Pop-up to select the Request for Change transaction type.
I assume you created your own Business Role as a copy of standard SOLMANPRO. I recommend you to always create your own copies to avoid losing the reference and having your configuration replaced by the standard during an upgrade to a new Support Package. So I guess you have at least one new Business Role. You can have as many as necessary depending of the different activities for different group of users, or user roles. For that Business Role I suppose you created also a new Navigation Bar Profile, so that you can configure the navigation bar the way you want. In this article I show the changes I’ve done in a copy of the navigation bar profile named ZSOLMANPRO, assigned to a copy of the standard Business Role named ZSOLMANPRO.
I will configure the Create menu (Figure 2) of my navigation bar profile to directly call the Z Request for Change, without showing the pop-up for selection of transaction type. This menu is a Direct Link Group. As this Business Role will only be used for ChaRM, not for Incident Management, I have changed it to show only the Create Direct Links that I need.
Figure 2: Example of a Create Menu (Direct Link Group assigned to Navigation Bar Profile)
So, to configure the Direct Link Group you go to IMG Customer Relationship Management in transaction SPRO. Open the IMG menu UI Framework. Open Technical Role definition->Define Navigation Bar Profile. (See Figure 3)
Figure 3: IMG menu for UI definitions
To display the current configuration of the Create menu assigned to the navigation bar profile, click on Define Navigation Bar Profile and select the navigation bar profile you are working with. I will select ZSOLMANPRO.
Then click on Assign Direct Link Groups to Navigation Bar Profile to see the Direct Links currently in use. The Direct Link Group related to the Create menu is SM-CREATE. (Figure 4)
Figure 4: Direct Link Groups assigned to Navigation Bar Profile
In the same screen, go to Define Link Groups to see the details of Direct Link Group SM-CREATE. (Figure 5)
Select the Group ID SM-CREATE and click on Assign Links to Direct Link Group. You will see the list of logical links related to the Create menu. The one corresponding to Request for Change is SM-CR-DC. (Figure 6)
Figure 5: Define Direct Link Groups
Figure 6: Assign Logical Link to Direct Link Group
Now go to Define Logical Links (the first option in the Dialog Structure) and search for SM-CR-DC. In the details, enter in Field “Parameter” the transaction type of your Request for Change, ZMCR in my example. In Field “Paramater Class” keep the value CL_CRM_UIU_BT_PARAM_CREATE (Figure 7). Save.
Figure 7: Define Logical Links
After that, the Direct Link for Request for Change of the Create menu will open a new document directly, without asking you to select the transaction type in a pop-up.