Approval Procedure determination via Multi Level Categorization

Document describes configuration of having automatic approval procedure determination depending Multi Level Categorization schema values.

First you need create Service Manager Profile Search SPRO for “Define Service Manager Profiles”

There is a nice blogpost created by Boris Milosevic for this Step3 – Rule Modeler Profile Creation (CRM_IC_55 spro)

Example Scenario: Automatic determination of Approval Procedure depending of the Categories values,

if category value equals BCT then set approval procedure ZMCR_01

elseif category level equals ATH then set approval procedure ZMCR_02

and automatic filling of the approval steps .

Steps:

1. Assign Rule modeler to Categorization schema
2. Create Rule Policy with same Rule modeler
3. Release Rule policy, check approval settings
4. Create Request for Change test and see results

1. Assign Rule modeler to Categorization schema

Launch transaction SM_CRM, Service operations – Caregorization Schema. Open categorization schema and insert Rule Modeler in Application Areas like on screenshot

Do not forget to activate your schema

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*TIP wait a while, Categorization Schema will be shown in Rule policy, you need to wait even after                              *

*Categorization Schema is Activated                                                                                                                                *

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2. Create Rule Policy with same Rule modeler

Service Operations – Rule Policy – Create

First Condition check transaction type is ZMCR and User status = Validation and Category have value BCT

Press add entry and choose Order Category, here example category value must contain BCT

Action set approval procedure = CT-CAB(example) ZMCR_01

On second level condition check approval procedure = CT-CAB(example) and approval step ZMCR_01

Action set partner BP number 279 for approval step ZMCR_01

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Now create separate conditions for category equals ATH

Order Category, here example category value must contain ATH

Action set approval procedure = CT-CAB(example) ZMCR_02

On second level condition check approval procedure = CT-CAB(example) and approval step ZMCR_99

Action set partner BP number 279 for approval step ZMCR_99

* I have similiar naming for approval procedures and steps not the best example soz for that

3. Release Rule policy, check approval settings

Release Draft Rules and Save

Find in SPRO Define Approval Settings

Set Rule modeler profile to steps and approval determination procedures

Check again SPRO Define Service Manager Profiles Your Rule policy is assigned

4. Create Request for Change test and see results

Simply Create Request for change type ZMCR and change user status to validation, by choosing appropriate action.

Change Category between ATH and BCT and see that approval will get filled automatically

The end.