TEXT MANAGEMENT

WORKS

HOW

Presented By:

Ruchi Verma
Consultant SAP CRM 26th May, 2011

Agenda
Why Text Management Text Management Text Object Text Type Text Determination Procedure Definition of Text Determination Procedure Text Determination Type of Text Transfer Definition of Access Sequence Standard Text Business Scenarios

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Why Text Management ?

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Text Management

Helps management of the texts and enables to describe transactions or other business objects in detail.

Text Object

Text Management

Text Type

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Text Management : Text Object

Defines Connection between Business Object and associated text. Business Partner BUT000

Various text objects are available in SAP CRM.

Examples of Business Objects : BP, Product, Transactions.

Product PRODUCT

New text objects can also be created.

To View/Create Text Objects :
SAP Reference IMG -> Customer Relationship Management -> Basic Functions -> Text Management -> Text Objects and Text Types

Transactions CRMD_ORDERH : Header CRMD_ORDERI : Item

Billing Documents BEA_BDH : Header BEA_BDI : Item
-

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Text Management : Text Types

Classification of different texts that can be define for a Text Object.

Standard Text Types are available for each text object.

Examples of Text Types : Internal Note, Customer Wish, Logistics Instructions, Correspondence Note.

To View/Create Text Objects : SAP Reference IMG -> Customer Relationship Management -> Basic Functions -> Text Management -> Text Objects and Text Types

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Text Determination Procedure

Used to represent a group of text types that you want to maintain or display in a business context.

Text Determination Procedure

Which Applications can use the procedure Determine Text Objects Which Text Types should appear How should the text How should the be processed in the texts be determined E.g. Internal Note, document Access Sequence, Customer Request Mandatory or template object optional, and template text Sequence, type. Changeable

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Definition of Text Determination Procedure

Defines for which business object the text has to be defined.

Defines which text types have to be attached for the business object.

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Text Determination
Used to define from where the system is to take a text.

Copied from Business Partner master data

Copied from Product Master Data Copied from Transactions

Entered by user

Texts can be
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Standard Text

Text Transfer
an initial value. to be set in cases where no access sequence is assigned for the text type

' ' = Not Yet Defined

'A' = Copy

The system saves the current source text by using a new key for the target text. In this way, the system creates a copy of the current source text. The system saves a reference to the source text. The system reads the current version of each source text. As soon as the user changes the text for the target object, the reference is deleted.

'B' = Save Reference Only

'C' = Read Dynamically from the Template

A text template is created by using text determination and is made available to the application. The text or reference is not saved.

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Access Sequence

Defines which text is to be used as the source text and the sequence in which the system searches.

For Each Text type in the Procedure, an Access Sequence is assigned.

Access sequence determines where to fetch the text that needs to be populated into a Text Type.

Thus, either User can input the text or it can be copied from other locations .

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Assignment of Fields
Used to define how the system finds the source text defined in the access sequence. For Example : if the text has to be copied from Sold To Party business partner, we need to define it as SOLD_TO_PARTY in field assignment.

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Standard Text
Used when text has to appear as default text. To create a standard text, proceed as follows:
In the SAP Easy Access Menu, choose Basis Tools Form Printout SAPscript Standard Text OR use the T-code SO10. Enter the Text Name. Use the Text ID as ST Choose Language Click on Create/Change Enter the required Text in the editor. Save the changes

To Include the Standard Text :

Create your own function module that checks data in the communication structure for special cases function module CRM_TEXT_DETERMINE_TEXT serves as an example.

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Text Determination Procedure Process Flow

Text Objects

Choose the Text Object

Text Types

Pick up the text Types Create new Text Types of Needed

Text Determination Procedure

Create a Text Determination Procedure Assign the Text Object and Text Types to the TDP. Define Access Sequence for each Text Type Assign the TDP to the Transaction

Transaction

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Business Scenario 1 : Text from Business Partner

Correspondence Notes Deliver after 5 p.m.

Transaction
Customer Wishes

Business Partner

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Business Scenario 2 : Text from Product Master

Outbound Packing Instruction Handle with Care. Box Contains Fragile Items

Transaction
Delivery Instruction

Product

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Business Scenario 3 : Text Log

Some times we have a scenario where a Note can be entered by multiple users for a given Text Type.
e.g. A Sales Quotation created by One sales person. Later on it is changed by some other sales person.

We do not want the previous notes to be overwritten.

Appropriate setting need to be done in the Change Field in Definition of Procedure for that Text Type. This setting would ensure that logs are created for each entry of the note with User ID and Timestamp.

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Questions ??

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