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SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
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
Setting Up Actions: ............................................................................................................................................. 9
Related Content ................................................................................................................................................ 14
Disclaimer and Liability Notice .......................................................................................................................... 15
A Guide for Alert Configuration in SAP CRM 7.0
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
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.
A Guide for Alert Configuration in SAP CRM 7.0
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
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.
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”
A Guide for Alert Configuration in SAP CRM 7.0
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
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.
A Guide for Alert Configuration in SAP CRM 7.0
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
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).
A Guide for Alert Configuration in SAP CRM 7.0
SAP COMMUNITY NETWORK SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com | UAC - uac.sap.com
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.
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